Marion G Wilkerson Charitable Trust
Marion G Wilkerson Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $566K in total assets. In 2026, it awarded 1 grant totaling $27K. Net investment income was $71K.
Marion G Wilkerson Charitable Trust at a glance
In short: Marion G Wilkerson Charitable Trust gave $27K across 1 grant in 2026 (avg $27K), mostly in Pennsylvania. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $26,846
- +33.7% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $26,846
- +33.7% vs 2025
- Median grant
- $26,846
- Total assets
- $566,373
- +10.5% vs 2025
- Primary geography
- Pennsylvania (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Marion G Wilkerson Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Rodale Institute ($27K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Marion G Wilkerson Charitable Trust gives
- Giving held roughly steady from 2023 to 2026 (+1%). Method
- In 2026 it paid out 101% of its IRS minimum distribution (the 5% rule). 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 2021 to 2026, annual grant giving ranged from $19K (2024) to $28K (2022). In 2026 it made 1 grant totaling $27K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Rodale Institute Kutztown, PA | Unrestricted General | $26,846 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $566,373 | $78,065 | $38,492 | $26,846 | 1 | $30,920 | $71,087 | $30,558 |
| 2025 | $512,325 | $47,258 | $30,918 | $20,074 | 1 | $23,933 | $40,150 | $28,961 |
| 2024 | $493,039 | $18,409 | $46,799 | $18,783 | 1 | $40,792 | $10,841 | $26,597 |
| 2023 | $523,209 | $-14,562 | $44,362 | $26,701 | 1 | $35,596 | $4,430 | $27,118 |
| 2022 | $581,254 | $112,392 | $39,558 | $27,965 | 1 | $32,198 | $104,659 | $31,379 |
| 2021 | $554,257 | $31,568 | $33,252 | $22,750 | 1 | — | $25,495 | $27,806 |
Under IRS private-foundation payout rules, Marion G Wilkerson Charitable Trust reported a distributable amount of $31K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Marion G Wilkerson Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$9K (2022) → $9K (2026)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $9K, to Bank of America (Trustee).
Frequently asked questions about Marion G Wilkerson Charitable Trust
How much does Marion G Wilkerson Charitable Trust give each year?
Marion G Wilkerson Charitable Trust gave $27K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $20K across 1 grant.
How large is Marion G Wilkerson Charitable Trust?
Marion G Wilkerson Charitable Trust reported $566K in total assets on its 2026 IRS Form 990-PF. It paid out $31K in qualifying distributions that year, against a required minimum of $31K (roughly 5% of its investment assets).
Where does Marion G Wilkerson Charitable Trust operate?
Marion G Wilkerson Charitable Trust has awarded grants in Pennsylvania.
What is Marion G Wilkerson Charitable Trust's EIN?
Marion G Wilkerson Charitable Trust's EIN (Employer Identification Number) is 30-6410247. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 21, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 30, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 31, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 28, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS May 7, 2026)
Live grants for the work Marion G Wilkerson Charitable Trust funds
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