J L Wilkey Residual Trust
J L Wilkey Residual Trust is a private foundation, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $226K in total assets. In 2024, it awarded 3 grants totaling $10K. Net investment income was $8K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$226K
-1.9% YoY
Annual Giving
$10K
-9.1% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$3K
-9.1% YoY
About J L Wilkey Residual Trust
Based on IRS filings
J L Wilkey Residual Trust is a private foundation, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $226K in total assets. In 2024, it awarded 3 grants totaling $10K. Net investment income was $8K.
Ready to take the next step with J L Wilkey Residual Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $226,220 | $230,679 | $226,090 |
| Revenue | $11,922 | $21,470 | $11,154 |
| Expenses | $16,377 | $16,862 | $18,692 |
| Qualifying Distributions | $11,811 | $12,764 | $14,570 |
| Net Investment Income | $7,732 | $17,397 | $7,262 |
| Distributable Amount | $12,764 | $11,784 | $12,717 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| REGIONS BANK | TRUSTEE | 1 | $5,230 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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