Kenneth Werlein Wills Testamentary

Private foundation · Grantmaker Jackson, MS EIN: 64-6225989

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.

Key facts about Kenneth Werlein Wills Testamentary

In short: Kenneth Werlein Wills Testamentary gave $52K across 3 grants in 2025 (avg $17K), mostly in Mississippi. Source: 2025 IRS Form 990-PF.

EIN
64-6225989
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$52,000
Grants made (2025)
3
Average grant
$17,333
Median grant
$13,000
Total assets
$870,464
Primary geography
Mississippi (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$870K

-2.6% YoY

Annual Giving

$52K

+4.0% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$17K

+4.0% YoY

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.

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.

Your AI grants department

Ready to take the next step with Kenneth Werlein Wills Testamentary?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 3 itemized 2025 grant dollars.

States

Cities

JacksonMadison

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K3 grants20203 grants20213 grants20223 grants20233 grants20243 grants2025

From 2020 to 2025, annual grant giving ranged from $50K (2024) to $56K (2022). In 2025 it made 3 grants totaling $52K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

St Andrews Episcopal Cat: $26KSt Andrews Episcopal Cat$26KChapel of the Cross: $13KChapel of the Cross$13KEpiscopal Diocese of MS: $13KEpiscopal Diocese of MS$13K

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

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
St Andrews Episcopal Cat Jackson, MSContribution$26,000
Chapel of the Cross Madison, MSContribution$13,000
Episcopal Diocese of MS Jackson, MSContribution$13,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K202020212022202320242025
Metric202520242023
Total Assets$870,464$893,546$920,553
Revenue$43,324$36,358$23,791
Expenses$66,406$63,365$65,519
Qualifying Distributions$52,000$50,000$53,000
Net Investment Income$28,585$29,032$29,113
Distributable Amount$54,237$51,629$49,335

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
  2. IRS filings on file for fiscal years 2020–2024

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

Trustmark National Bank — Trustee: $12KTrustmark National BankTrustee$12K

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).

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.

Your AI grants department

Here's the math on researching Kenneth Werlein Wills Testamentary by hand.

Explore Open Grants

Browse active grant opportunities in Kenneth Werlein Wills Testamentary's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Ergon Foundation Inc

Jackson, MS

The foundation funds medical research, education, community development, and services for children with communication disorders, with most giving in Mississippi. In 2025, its grants ranged from $2,500 to $615,000, with a median of $25,000. It gives only to preselected charitable organizations and does not accept unsolicited funding requests.

Assets

$210.7M

Grants

158

Total Given

$10.8M

Community Foundation for Mississippi

Jackson, MS

The Community Foundation for Mississippi funds nonprofits and charitable projects, with competitive grants focused on placemaking, children and families, and community partnerships, alongside donor- and fund-directed support for a range of causes. In 2025, grants ranged from $5,500 to $800,000, with a median of $19,500; specific programs offer up to $5,000 or $5,000–$15,000. Its main service area is 22 counties in central and southwest Mississippi, though some fund grants can support eligible organizations nationwide; the profile does not state whether it accepts unsolicited requests.

Assets

$90.3M

Grants

104

Total Given

$6.2M

Pinebelt Foundation

Hattiesburg, MS

Pinebelt Foundation supports charitable activities, community programs, and scholarships, with grants spanning varied local needs. In 2025, its grants had a median of $10,000, though amounts varied widely; its primary focus is the Pine Belt of South Mississippi. It accepts applications through GOapply for listed grant programs.

Philanthropy, Voluntarism & Grantmaking

Assets

$61.9M

Grants

133

Total Given

$5.2M

Franks Foundation

Booneville, MS

The foundation’s 2021 grants supported higher-education scholarships in Mississippi, typically ranging from $500 to $2,000. Its 2021 filing is marked as its final return, so grantmaking appears to have ended; that filing described an application process, but it should not be treated as current guidance.

Assets

—

Grants

96

Total Given

$106K

Community Foundation of Northwest

Hernando, MS

The Community Foundation of Northwest Mississippi funds nonprofit and public-sector work in education, children’s health, workforce development, food security, and other charitable areas, with competitive programs focused on early childhood, regional development, civic engagement, and education technology. Its 2024 grants ranged from $5,500 to $962,000, with a median of about $13,900, and primarily serve 12 counties in Northwest Mississippi. It accepts applications through its competitive-grant portal; individual grants or loans are not available.

Philanthropy, Voluntarism & Grantmaking

Assets

$48.6M

Grants

96

Total Given

$4.4M

Grand Lodge of Mississippi Foundati

Meridian, MS

The foundation funded educational scholarships, relief funds, and a contribution in 2024, making 76 grants of $150 to $10,667 (median $1,000). Most grant dollars went to Mississippi, with smaller amounts to Tennessee, Virginia, Iowa, and South Carolina. Its filing requires an application, but does not state whether unsolicited requests are accepted.

Assets

$6.3M

Grants

64

Total Given

$83K

Mississippi Power Foundation Inc

Gulfport, MS

The foundation funds education, community relations, economic development, and environmental efforts, primarily in Mississippi, though it also made grants in Maine, New York, Ohio, and Massachusetts. Its typical award was about $10,000 in 2025 (median), with grants ranging from $400 to $400,500; the profile does not state whether it accepts unsolicited requests.

Assets

$65.1M

Grants

75

Total Given

$2.2M

Reed Family Charitable Foundation

Greenville, MS

Assets

$24K

Grants

18

Total Given

$193K

Gulf Coast Community Foundation Inc

Gulfport, MS

Gulf Coast Community Foundation supports education, arts and culture, historic preservation, neighborhood enrichment, and health and human services, primarily benefiting the Mississippi Gulf Coast and South Mississippi. Its 2024 grants ranged from $5,237 to $1.52 million, with a median of $10,000; several specific fund programs offer grants up to $2,000–$2,500. The profile does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$37.8M

Grants

77

Total Given

$1.4M

Phil Hardin Foundation

Meridian, MS

The Phil Hardin Foundation funds education and community programs that improve outcomes for Mississippi children and youth, including early learning, literacy, teacher and school leadership, educational access, arts, and capacity building. Its 2025 grants ranged from $1,000 to $450,000, with a median of $28,000; it prioritizes Meridian and Lauderdale County, with additional interest in Jackson and regional or statewide work. It does not consider unsolicited applications unless they are first vetted through its portal; it is not considering proposals for 2026, and new-prospect discussions are for 2027 funding at the earliest.

Assets

$61.9M

Grants

78

Total Given

$4.5M

Leo W Seal Jr Family Foundation

Bay St Louis, MS

The foundation funds eligible 501(c)(3) organizations for charitable, religious, literary, and educational purposes, with recent grants supporting community services, health, education, arts, and cultural activities. Its 2024 grants ranged from $500 to $50,000, with a median of $9,000; most funding went to Mississippi, followed by Louisiana. It accepts written materials, and its filing says grants are not limited to preselected organizations; there are no deadlines.

Assets

$11.6M

Grants

62

Total Given

$563K

Feild Co-Operative Association

Ridgeland, MS

Feild Co-Operative Association supports charitable, educational, and scientific organizations, with most grant dollars going to Mississippi; its 2024 grants ranged from $5,000 to $40,000, with a median of $10,000. The published application process is for student loans, and the profile does not state whether it accepts unsolicited grant requests.

Assets

$31.8M

Grants

59

Total Given

$838K

More Funders in Mississippi

Kenneth Werlein Wills Testamentary down — hundreds of funders to go?

Want AI to do this for you?