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Nonprofit · EIN 47-7197752

LORRAINE NEWELL CHARITABLE TRUST

Tax-exempt · LA CROSSE, WI 54601

Financials

−$16K$108K2023$74K$107K2024$108K$121K2025
Revenue Expenses · by fiscal year end
Financials of LORRAINE NEWELL CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$107,888$120,650-$12,762$1,707,233$0$1,707,233
December 31, 2024990-PF$73,795$106,678-$32,883$1,720,336$0$1,720,336
December 31, 2023990-PF-$16,287$107,871-$124,158$1,752,707$0$1,752,707
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$60,004
Net gain from sales of assets
$47,884

Expenses

Grants and similar amounts paid
$93,044
Compensation of officers, directors and key employees
$18,284
Disbursements for charitable purposes
$95,756
Excise tax on investment income
$1,154

Balance sheet and other

Total assets, start of year
$1,720,336
Total assets, end of year
$1,707,233
Total liabilities, end of year
$0
Net assets, end of year
$1,707,233
Fair market value of assets
$2,180,822
Qualifying distributions
$95,756
Net investment income
$107,888

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
TRUST POINT INC
230 FRONT STREET NORTH, LA CROSSE, WI 54601
TRUSTEE1$18,284
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
TRUST POINT INC
230 FRONT STREET NORTH, LA CROSSE, WI 54601
TRUSTEE1$17,550
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
TRUST POINT INC
230 FRONT STREET NORTH, LA CROSSE, WI 54601
TRUSTEE1$15,955

Address and contacts

Address (IRS master file)
230 FRONT ST N, LA CROSSE, WI 54601-3219
In care of
% TRUST POINT INC TTEE
Signed the 990-PF
TRUST POINT INC, TRUSTEE
Phone
(608) 782-1148
Return prepared by
TRUST POINT INC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
47-7197752
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,707,233
Income (IRS master file)
$829,023

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$107,888$120,650$1,707,233XML
990-PFDecember 2024$73,795$106,678$1,720,336IRS
990-PFDecember 2023-$16,287$107,871$1,752,707XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-7197752).

Questions about LORRAINE NEWELL CHARITABLE TRUST

What is the EIN of LORRAINE NEWELL CHARITABLE TRUST?
The employer identification number (EIN) of LORRAINE NEWELL CHARITABLE TRUST is 47-7197752.
Is LORRAINE NEWELL CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to LORRAINE NEWELL CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LORRAINE NEWELL CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of LORRAINE NEWELL CHARITABLE TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LORRAINE NEWELL CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of LORRAINE NEWELL CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $18,284 (TRUST POINT INC, TRUSTEE).
How much revenue does LORRAINE NEWELL CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $107,888, expenses of $120,650 and total assets of $1,707,233 at year end.

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