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Kenneth Werlein Wills Test Trust is a private corporation based in JACKSON, MS. The foundation received its IRS ruling in 2004. The principal officer is Trustmark National Bank. It holds total assets of $894K. Annual income is reported at $338K. Total assets have decreased from $1.2M in 2011 to $921K in 2023. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. Grantmaking is concentrated in Mississippi. According to available records, Kenneth Werlein Wills Test Trust has made 6 grants totaling $110K, with a median grant of $14K. The foundation has distributed between $54K and $56K annually from 2020 to 2022. Individual grants have ranged from $14K to $28K, with an average award of $18K. The foundation has supported 3 unique organizations. Grant recipients are concentrated in Mississippi. Contributions to this foundation are tax-deductible.
Smallest Grant
$14K
Median Grant
$14K
Average Grant
$18K
Largest Grant
$27K
Based on 3 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Kenneth Werlein Wills Test Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 6 grants. Its grantmaking reaches organizations primarily in MS.
Kenneth Werlein Wills Test Trust has distributed a total of $110K across 6 grants. The median grant size is $14K, with an average of $18K. Individual grants have ranged from $14K to $28K.
Kenneth Werlein Wills Test Trust typically selects its grantees rather than accepting unsolicited proposals.
Kenneth Werlein Wills Test Trust is headquartered in JACKSON, MS.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Trustmark National Bank | TRUSTEE | $12K | $0 | $12K |
Total Giving
$66K
Total Assets
$921K
Fair Market Value
$1M
Net Worth
$921K
Grants Paid
$53K
Contributions
N/A
Net Investment Income
$29K
Distribution Amount
$49K
Total Grants
6
Total Giving
$110K
Average Grant
$18K
Median Grant
$14K
Unique Recipients
3
Most Common Grant
$14K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| St Andrews Episcopal CatCONTRIBUTION | Jackson, MS | $28K | 2022 |
| Chapel Of The CrossCONTRIBUTION | Madison, MS | $14K | 2022 |
| Episcopal Diocese Of MsCONTRIBUTION | Jackson, MS | $14K | 2022 |
FLOWOOD, MS
JACKSON, MS
GULFPORT, MS