Kenneth Werlein Wills Testamentary
Kenneth Werlein Wills Testamentary is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JACKSON, MS. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $894K in total assets. In 2024, it awarded 3 grants totaling $50K. Net investment income was $29K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$894K
-2.9% YoY
Annual Giving
$50K
-5.7% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$17K
-5.7% YoY
Under IRS private-foundation payout rules, Kenneth Werlein Wills Testamentary reported a distributable amount of $52K for 2024 — the minimum it must pay out in qualifying distributions.
About Kenneth Werlein Wills Testamentary
Based on IRS filings
Kenneth Werlein Wills Testamentary is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JACKSON, MS. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $894K in total assets. In 2024, it awarded 3 grants totaling $50K. Net investment income was $29K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $893,546 | $920,553 | $962,281 |
| Revenue | $36,358 | $23,791 | $37,464 |
| Expenses | $63,365 | $65,519 | $70,680 |
| Qualifying Distributions | $50,000 | $53,000 | $56,000 |
| Net Investment Income | $29,032 | $29,113 | $18,336 |
| Distributable Amount | $51,629 | $49,335 | $52,894 |
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
Among its reported 2024 grants, the largest include St Andrews Episcopal Cat ($25,000), Chapel of the Cross ($12,500), Episcopal Diocese of Ms ($12,500).
| Recipient | Purpose | Amount |
|---|---|---|
| CHAPEL OF THE CROSS MADISON, MS | CONTRIBUTION | $12,500 |
| ST ANDREWS EPISCOPAL CAT JACKSON, MS | CONTRIBUTION | $25,000 |
| EPISCOPAL DIOCESE OF MS JACKSON, MS | CONTRIBUTION | $12,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRUSTMARK NATIONAL BANK | TRUSTEE | 50 | $11,978 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Kenneth Werlein Wills Testamentary?
Kenneth Werlein Wills Testamentary is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JACKSON, MS. It holds $894K in total assets as of 2024.
How large is Kenneth Werlein Wills Testamentary?
As of 2024, Kenneth Werlein Wills Testamentary holds $894K in total assets with $36K in annual revenue. It awarded 3 grants totaling $50K in 2024.
Where does Kenneth Werlein Wills Testamentary operate?
Kenneth Werlein Wills Testamentary has awarded grants in Mississippi.
What size grants does Kenneth Werlein Wills Testamentary award?
In 2024, Kenneth Werlein Wills Testamentary awarded 3 grants totaling $50K — an average of about $17K per grant, based on its IRS Form 990 filings.
How much is Kenneth Werlein Wills Testamentary required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Kenneth Werlein Wills Testamentary reported a distributable amount of $52K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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