Marie & Edward Wilkerson Welfare Trust

LAVALLETTE, NJ EIN: 52-1626006

Marie & Edward Wilkerson Welfare Trust is a private foundation, based in LAVALLETTE, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $618K in total assets. In 2024, it awarded 3 grants totaling $5K. Net investment income was $10K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$618K

+0.6% YoY

Annual Giving

$5K

+65.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$2K

+65.1% YoY

Under IRS private-foundation payout rules, Marie & Edward Wilkerson Welfare Trust reported a distributable amount of $30K for 2024 — the minimum it must pay out in qualifying distributions.

About Marie & Edward Wilkerson Welfare Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Jersey $18K (67%)

Pennsylvania $9K (33%)

States

New Jersey Pennsylvania

Cities

BayvilleBrickEast Smithfield

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$617,715	$613,808	$611,802
Revenue	$9,687	$5,796	$2,221
Expenses	$5,780	$3,790	$632
Qualifying Distributions	$5,780	$3,790	$632
Net Investment Income	$9,687	$5,796	$2,221
Distributable Amount	$30,191	$30,100	$30,061

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

12 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Animal Care Fund Inc ($1,697), Volunteer Auxiliary for Animal Shelter Inc ($1,697), Jersey Shore Animal Center ($1,697).

Recipient	Purpose	Amount
ANIMAL CARE FUND INC EAST SMITHFIELD, PA	CARE OF ANIMALS	$1,697
VOLUNTEER AUXILIARY FOR ANIMAL SHELTER INC BAYVILLE, NJ	CARE OF ANIMALS	$1,697
JERSEY SHORE ANIMAL CENTER BRICK, NJ	CARE OF ANIMALS	$1,697

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
KIRK W TILTON	TRUSTEE	1	—

Frequently Asked Questions

How large is Marie & Edward Wilkerson Welfare Trust?

As of 2024, Marie & Edward Wilkerson Welfare Trust holds $618K in total assets with $10K in annual revenue. It awarded 3 grants totaling $5K in 2024.

Where does Marie & Edward Wilkerson Welfare Trust operate?

Marie & Edward Wilkerson Welfare Trust has awarded grants in New Jersey, Pennsylvania.

What size grants does Marie & Edward Wilkerson Welfare Trust award?

In 2024, Marie & Edward Wilkerson Welfare Trust awarded 3 grants totaling $5K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Marie & Edward Wilkerson Welfare Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Marie & Edward Wilkerson Welfare Trust reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Marie & Edward Wilkerson Welfare Trust's EIN?

Marie & Edward Wilkerson Welfare Trust's EIN (Employer Identification Number) is 52-1626006. IRS Form 990 filing data is available on this page for 2020–2024.