Marion G Wilkerson Charitable Trust

DALLAS, TX EIN: 30-6410247

Marion G Wilkerson Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $512K in total assets. In 2025, it awarded 1 grants totaling $20K. Net investment income was $40K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$512K

+3.9% YoY

Annual Giving

$20K

+6.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$20K

+6.9% YoY

Under IRS private-foundation payout rules, Marion G Wilkerson Charitable Trust reported a distributable amount of $29K for 2025 — the minimum it must pay out in qualifying distributions.

About Marion G Wilkerson Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Ready to take the next step with Marion G Wilkerson Charitable Trust?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $116K (100%)

States

Pennsylvania

Cities

Kutztown

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$512,325	$493,039	$523,209
Revenue	$47,258	$18,409	$-14,562
Expenses	$30,918	$46,799	$44,362
Qualifying Distributions	$23,933	$40,792	$35,596
Net Investment Income	$40,150	$10,841	$4,430
Distributable Amount	$28,961	$26,597	$27,118

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Rodale Institute ($20,074).

Recipient	Purpose	Amount
RODALE INSTITUTE KUTZTOWN, PA	RESEARCH & TEACHING	$20,074

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$8,349

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Marion G Wilkerson Charitable Trust?

Marion G Wilkerson Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $512K in total assets as of 2025.

How large is Marion G Wilkerson Charitable Trust?

As of 2025, Marion G Wilkerson Charitable Trust holds $512K in total assets with $47K in annual revenue. It awarded 1 grants totaling $20K in 2025.

Where does Marion G Wilkerson Charitable Trust operate?

Marion G Wilkerson Charitable Trust has awarded grants in Pennsylvania.

What size grants does Marion G Wilkerson Charitable Trust award?

In 2025, Marion G Wilkerson Charitable Trust awarded 1 grants totaling $20K — an average of about $20K per grant, based on its IRS Form 990 filings.

How much is Marion G Wilkerson Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Marion G Wilkerson Charitable Trust reported a distributable amount of $29K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2021–2025.