Helen W Poffenbarger and Perry S
Helen W Poffenbarger and Perry S is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLESTON, WV. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 9 grants totaling $132K. Net investment income was $77K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.5M
-3.6% YoY
Annual Giving
$132K
+0.0% YoY
Grant Count
9
+0.0% YoY
Avg Grant Size
$15K
+0.0% YoY
Under IRS private-foundation payout rules, Helen W Poffenbarger and Perry S reported a distributable amount of $153K for 2024 — the minimum it must pay out in qualifying distributions.
About Helen W Poffenbarger and Perry S
Based on IRS filings
Helen W Poffenbarger and Perry S is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLESTON, WV. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 9 grants totaling $132K. Net investment income was $77K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,521,138 | $1,577,429 | $1,623,279 |
| Revenue | $104,379 | $111,746 | $78,629 |
| Expenses | $160,670 | $157,596 | $159,929 |
| Qualifying Distributions | $131,500 | $131,500 | $131,500 |
| Net Investment Income | $77,078 | $85,650 | $51,482 |
| Distributable Amount | $152,636 | $126,504 | $126,527 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
46 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Ben Franklin Vocational Center ($35,000), Wv State University Foundation ($30,000), University of Charleston ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BACKPACKBUDDYORG DUNBAR, WV | STUDENT SUPPLIES, ETC. | $10,000 |
| BEN FRANKLIN VOCATIONAL CENTER DUNBAR, WV | STUDENT NEEDS ETC. | $35,000 |
| BOB BURDETTE CENTER INC CHARLESTON, WV | STUDENT SUPPLIES, ETC. | $10,000 |
| DUNBAR - INSTITUTE SAMARITAN CENTER DUNBAR, WV | STUDENT NEEEDS ETC. | $4,000 |
| EDUCATION ELEVATORS FDN CHARLESTON, WV | STUDENT NEEDS ETC. | $7,500 |
| SALVATION ARMY BOYS & GIRLS CLUB OF CHARLESTON WV CHARLESTON, WV | STUDENT SUPPLIES | $10,000 |
| SHAWNEE PARK FOUNDATION INC CHARLESTON, WV | STUDENT NEEDS ETC. | $5,000 |
| UNIVERSITY OF CHARLESTON CHARLESTON, WV | STUDENT NEEDS ETC. | $20,000 |
| WV STATE UNIVERSITY FOUNDATION INSTITUTE, WV | SCHOOL AND STUDENT SUPPLIES | $30,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KELLY CASTLEBERRY | ADVISOR | 1 | — |
| JOHN T POFFENBARGER | TRUSTEE | 1 | — |
| SUSAN POFFENBARGER | TRUSTEE | 1 | — |
| JOHN G POFFENBARGER | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Helen W Poffenbarger and Perry S?
Helen W Poffenbarger and Perry S is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLESTON, WV. It holds $1.5M in total assets as of 2024.
How large is Helen W Poffenbarger and Perry S?
As of 2024, Helen W Poffenbarger and Perry S holds $1.5M in total assets with $104K in annual revenue. It awarded 9 grants totaling $132K in 2024.
Where does Helen W Poffenbarger and Perry S operate?
Helen W Poffenbarger and Perry S has awarded grants in West Virginia.
What size grants does Helen W Poffenbarger and Perry S award?
In 2024, Helen W Poffenbarger and Perry S awarded 9 grants totaling $132K — an average of about $15K per grant, based on its IRS Form 990 filings.
How much is Helen W Poffenbarger and Perry S required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen W Poffenbarger and Perry S reported a distributable amount of $153K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Helen W Poffenbarger and Perry S's EIN?
Helen W Poffenbarger and Perry S's EIN (Employer Identification Number) is 55-0694974. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.