Helen W Poffenbarger and Perry S

Private foundation · Grantmaker Charleston, WV EIN: 55-0694974

Helen W Poffenbarger and Perry S is a private foundation based in Charleston, West Virginia. Its 2025 filing says it supports health issues, nursing students, and students with financial need who choose a non-college degree path, such as vocational or technical training.

Key facts about Helen W Poffenbarger and Perry S

In short: Helen W Poffenbarger and Perry S gave $175K across 11 grants in 2025 (avg $16K), mostly in West Virginia. 27% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
55-0694974
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$175,000
Grants made (2025)
11
Average grant
$15,909
Median grant
$10,000
New grantees (estimate)
27% first-time grantees (3 of 11, 2025)
Total assets
$1,400,287
Primary geography
West Virginia (100% of itemized 2025 grant dollars)
How to apply
The filing says applicants may submit a letter describing educational and financial needs, or an educational institution may make a request. Full details ↓
Deadline
None.

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.4M

-7.9% YoY

Annual Giving

$175K

+33.1% YoY

Grant Count

11

+22.2% YoY

Avg Grant Size

$16K

+8.9% YoY

Under IRS private-foundation payout rules, Helen W Poffenbarger and Perry S reported a distributable amount of $172K for 2025 — the minimum it must pay out in qualifying distributions.

Is Helen W Poffenbarger and Perry S open to new grantees?

27%

first-time grantees, 2025

In 2025, 3 of 11 grantees (27%) were first-time recipients. First grants averaged $13K; repeat grants $17K. How we count

Medians: $8K first-time, $12K repeat.

  • 73% of 2025 grantees were also funded in 2024. Method
  • Giving grew 33% from 2022 to 2025. Method
  • In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation’s filing describes its direct charitable activity as supporting health issues, nursing students, and students in financial need who elect a non-college degree education path, such as vocational or technical training. Its 2025 grants included support for student needs and supplies, animal care, and child care.

Among its grantees, BackpackBuddyOrg Inc says it provides food and personal development items to students over summer break. Bob Burdette Center Inc says it operates free after-school educational programs for disadvantaged and high-risk children in kindergarten through grade 12. Shawnee Park Foundation Inc says it promotes and contributes to the educational and recreational welfare of Kanawha County residents and its service area.

Grantmaking

In 2025, the foundation gave 11 grants totaling $175,000. Grant amounts ranged from $4,000 to $40,000, with a median of $10,000. Its largest awards included $40,000 to WV State University Foundation for school and student supplies; $35,000 to Ben Franklin Vocational Center for student needs; $25,000 to Kanawha-Charleston Humane Society for animal care and supplies; and $20,000 to University of Charleston for student needs. Other grants included $13,500 to Salvation Army Boys & Girls Club of Charleston WV and $10,000 each to BackpackBuddyOrg and Bob Burdette Center Inc.

Review Cycle

None.

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Geographic Focus

Where this funder awards grants

The filing limits awards to Kanawha County, West Virginia. All 2025 grant dollars went to recipients in West Virginia.

Grant Distribution by State

1state

Share of 2025 grant dollars across all 11 itemized grants.

Cities

CharlestonDunbarInstituteHurricane

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K9 grants2019 9 grants2020 10 grants2021 9 grants2022 9 grants2023 9 grants2024 11 grants2025

From 2019 to 2025, annual grant giving ranged from $105K (2019) to $175K (2025). In 2025 it made 11 grants totaling $175K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

WV State University Foundation: $40KWV State University Foundation$40KBen Franklin Vocational Center: $35KBen Franklin Vocational Center$35KKanawha-Charleston Humane Society: $25KKanawha-Charleston HumaneSociety$25KUniversity of Charleston: $20KUniversity of Charleston$20KSalvation Army Boys & Girls Club of Charleston WV: $14KSalvation Army Boys & GirlsClub of Charleston WV$14KBackpackbuddyorg: $10KBackpackbuddyorg$10KBob Burdette Center Inc: $10KBob Burdette Center Inc$10KShawnee Park Foundation Inc: $5KShawnee Park Foundation Inc$5KChildhood Language Center: $5KChildhood Language Center$5KDunbar - Institute Samaritan Center: $4KDunbar - Institute SamaritanCenter$4K

The largest 2025 recipient was WV State University Foundation ($40K). Together the top 10 received $168K.

Organizations only. It also paid 1 grant to individuals ($7,500), which are not listed by name.

Grant Size Distribution

48 grants across all recorded years

48<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 48 grants of 48 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
WV State University Foundation Institute, WVSchool and Student Supplies$40,000
Ben Franklin Vocational Center Dunbar, WVStudent Needs Etc.$35,000
Kanawha-Charleston Humane Society Charleston, WVAnimal Care and Supplies$25,000
University of Charleston Charleston, WVStudent Needs Etc.$20,000
Salvation Army Boys & Girls Club of Charleston WV Charleston, WVStudent Supplies$13,500
Backpackbuddyorg Dunbar, WVStudent Supplies, Etc.$10,000
Bob Burdette Center Inc Charleston, WVStudent Supplies, Etc.$10,000
1 grant to individuals Recipients not named —$7,500
Shawnee Park Foundation Inc Charleston, WVStudent Needs Etc.$5,000
Childhood Language Center Charleston, WVChild Care and Supplies$5,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $1,400,287 $73,735 $194,586 $175,000 (11 grants)
2024 $1,521,138 $104,379 $160,670 $131,500 (9 grants)
2023 $1,577,429 $111,746 $157,596 $131,500 (9 grants)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,400,287$1,521,138$1,577,429
Revenue$73,735$104,379$111,746
Expenses$194,586$160,670$157,596
Qualifying Distributions$175,000$131,500$131,500
Net Investment Income$56,349$77,078$85,650
Distributable Amount$171,520$152,636$126,504

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS June 30, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS July 21, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Kelly Castleberry as advisor and John T. Poffenbarger, Susan Poffenbarger, and John G. Poffenbarger as trustees.

Helen W Poffenbarger and Perry S's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • John G. Poffenbarger

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

  • Susan Poffenbarger

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

  • Kelly Castleberry

    Advisor

    On filings since 2024

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Dan Kay (2019–2023) — Advisor

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Application contact: John Poffenbarger
Mailing address: 500 Lee St E, Charleston, WV 25301
Phone: (304) 353-9000

Frequently asked questions about Helen W Poffenbarger and Perry S

How much does Helen W Poffenbarger and Perry S give each year?

Helen W Poffenbarger and Perry S gave $175K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $132K across 9 grants.

What is Helen W Poffenbarger and Perry S's typical grant size?

Helen W Poffenbarger and Perry S's median grant in 2025 was $10,000, and its average grant was $15,909, across 11 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Helen W Poffenbarger and Perry S that year got $13K on average.

Where does Helen W Poffenbarger and Perry S give grants?

Helen W Poffenbarger and Perry S gives mostly in West Virginia: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Charleston, WV (6 grants) and Dunbar, WV (3 grants).

Does Helen W Poffenbarger and Perry S give general operating support?

Not in 2025: none of the 11 grants with a stated purpose on Helen W Poffenbarger and Perry S's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Student Needs Etc." (4 grants).

Who are Helen W Poffenbarger and Perry S's largest grantees?

Helen W Poffenbarger and Perry S's largest 2025 grantees include WV State University Foundation ($40,000), Ben Franklin Vocational Center ($35,000) and Kanawha-Charleston Humane Society ($25,000), according to its 2025 IRS Form 990-PF. It also paid 1 grant to individuals ($7,500), which are not listed by name. Together they received 57% of its itemized 2025 grant dollars.

How large is Helen W Poffenbarger and Perry S?

Helen W Poffenbarger and Perry S reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $175K in qualifying distributions that year, against a required minimum of $172K (roughly 5% of its investment assets).

What does Helen W Poffenbarger and Perry S fund?

The foundation’s filing describes its direct charitable activity as supporting health issues, nursing students, and students in financial need who elect a non-college degree education path, such as vocational or technical training. See mission & focus areas ↑

How do I apply for a grant from Helen W Poffenbarger and Perry S?

The filing says applicants may submit a letter describing educational and financial needs, or an educational institution may make a request. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

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 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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