Marie & Edward Wilkerson Welfare Trust
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.
Marie & Edward Wilkerson Welfare Trust at a glance
In short: Marie & Edward Wilkerson Welfare Trust gave $5K across 3 grants in 2024 (avg $2K), mostly in New Jersey. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $5,091
- +65.1% vs 2023
- Grants made (2024)
- 3
- +0.0% vs 2023
- Average grant
- $1,697
- +65.1% vs 2023
- Median grant
- $1,697
- Total assets
- $617,715
- +0.6% vs 2023
- Primary geography
- New Jersey (67% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Marie & Edward Wilkerson Welfare Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was Animal Care Fund Inc ($2K). Together the top 3 received $5K.
Grant Size Distribution
12 grants across all recorded years
The most common grant size was under $50K: 12 grants of 12 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
States
Cities
How Marie & Edward Wilkerson Welfare Trust gives
- Giving fell 36% from 2021 to 2024. Method
- In 2024 it paid out 19% 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 2024, annual grant giving ranged from $3K (2023) to $10K (2020). In 2024 it made 3 grants totaling $5K.
Grants by year
Grant recipients and amounts by year
| 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 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $617,715 | $9,687 | $5,780 | $5,091 | 3 | $5,780 | $9,687 | $30,191 |
| 2023 | $613,808 | $5,796 | $3,790 | $3,084 | 3 | $3,790 | $5,796 | $30,100 |
| 2022 | $611,802 | $2,221 | $632 | — | — | $632 | $2,221 | $30,061 |
| 2021 | $610,213 | $2,272 | $8,792 | $8,013 | 3 | $8,792 | $2,272 | $30,182 |
| 2020 | $616,733 | $8,726 | $11,158 | $10,446 | 3 | — | $8,726 | $30,314 |
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.
Leadership & Key People
Officers and directors from IRS filings
Marie & Edward Wilkerson Welfare Trust is led by Kirk W. Tilton, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Kirk W. Tilton
Trustee
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Warren Tilton (2020–2023) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Marie & Edward Wilkerson Welfare Trust
How much does Marie & Edward Wilkerson Welfare Trust give each year?
Marie & Edward Wilkerson Welfare Trust gave $5K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $3K across 3 grants.
What is Marie & Edward Wilkerson Welfare Trust's typical grant size?
Marie & Edward Wilkerson Welfare Trust's median grant in 2024 was $1,697, and its average grant was $1,697, across 3 grants on its 2024 IRS Form 990-PF.
Where does Marie & Edward Wilkerson Welfare Trust give grants?
Marie & Edward Wilkerson Welfare Trust gives mostly in New Jersey: 67% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Pennsylvania (33%).
Does Marie & Edward Wilkerson Welfare Trust give general operating support?
Not in 2024: none of the 3 grants with a stated purpose on Marie & Edward Wilkerson Welfare Trust's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Care of Animals" (3 grants).
How large is Marie & Edward Wilkerson Welfare Trust?
Marie & Edward Wilkerson Welfare Trust reported $618K in total assets on its 2024 IRS Form 990-PF. It paid out $6K in qualifying distributions that year, against a required minimum of $30K (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 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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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