Kenneth Werlein Wills Testamentary
Kenneth Werlein Wills Testamentary is a private foundation, based in Jackson, MS. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $870K in total assets. In 2025, it awarded 3 grants totaling $52K. Net investment income was $29K.
Kenneth Werlein Wills Testamentary at a glance
In short: Kenneth Werlein Wills Testamentary gave $52K across 3 grants in 2025 (avg $17K), mostly in Mississippi. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $52,000
- +4.0% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $17,333
- +4.0% vs 2024
- Median grant
- $13,000
- Total assets
- $870,464
- -2.6% vs 2024
- Primary geography
- Mississippi (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Kenneth Werlein Wills Testamentary funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was St Andrews Episcopal Cat ($26K). Together the top 3 received $52K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Kenneth Werlein Wills Testamentary gives
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $50K (2024) to $56K (2022). In 2025 it made 3 grants totaling $52K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Andrews Episcopal Cat Jackson, MS | Contribution | $26,000 |
| Chapel of the Cross Madison, MS | Contribution | $13,000 |
| Episcopal Diocese of MS Jackson, MS | Contribution | $13,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $870,464 | $43,324 | $66,406 | $52,000 | 3 | $52,000 | $28,585 | $54,237 |
| 2024 | $893,546 | $36,358 | $63,365 | $50,000 | 3 | $50,000 | $29,032 | $51,629 |
| 2023 | $920,553 | $23,791 | $65,519 | $53,000 | 3 | $53,000 | $29,113 | $49,335 |
| 2022 | $962,281 | $37,464 | $70,680 | $56,000 | 3 | $56,000 | $18,336 | $52,894 |
| 2021 | $995,497 | $99,198 | $69,630 | $56,000 | 3 | $56,000 | $32,509 | $56,157 |
| 2020 | $965,929 | $-18,812 | $67,917 | $54,000 | 3 | — | $17,594 | $56,115 |
Under IRS private-foundation payout rules, Kenneth Werlein Wills Testamentary reported a distributable amount of $54K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Kenneth Werlein Wills Testamentary's only listed officer is Trustmark National Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Trustmark National Bank
Trustee
On filings since 2020
50 hrs/week
$12K (2020) → $12K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $12K, to Trustmark National Bank (Trustee).
Frequently asked questions about Kenneth Werlein Wills Testamentary
How much does Kenneth Werlein Wills Testamentary give each year?
Kenneth Werlein Wills Testamentary gave $52K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50K across 3 grants.
What is Kenneth Werlein Wills Testamentary's typical grant size?
Kenneth Werlein Wills Testamentary's median grant in 2025 was $13,000, and its average grant was $17,333, across 3 grants on its 2025 IRS Form 990-PF.
Where does Kenneth Werlein Wills Testamentary give grants?
Kenneth Werlein Wills Testamentary gives mostly in Mississippi: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Jackson, MS (2 grants).
Does Kenneth Werlein Wills Testamentary give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Kenneth Werlein Wills Testamentary's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Contribution" (3 grants).
How large is Kenneth Werlein Wills Testamentary?
Kenneth Werlein Wills Testamentary reported $870K in total assets on its 2025 IRS Form 990-PF. It paid out $52K in qualifying distributions that year, against a required minimum of $54K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Kenneth Werlein Wills Testamentary's EIN?
Kenneth Werlein Wills Testamentary's EIN (Employer Identification Number) is 64-6225989. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Kenneth Werlein Wills Testamentary funds
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