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
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
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 |
|---|---|---|---|
| TRUSTMARK NATIONAL BANK | TRUSTEE | 50 | $11,978 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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