Kathleen Simmons Batalion Memorial Scholarship Trust-Citizens BK of WV

Private foundation · Grantmaker Elkins, WV EIN: 55-6091937

Kathleen Simmons Batalion Memorial Scholarship Trust-Citizens BK of WV is a private foundation, based in Elkins, WV. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $31K in total assets. In 2025, it awarded 1 grant totaling $2K.

Key facts about Kathleen Simmons Batalion Memorial Scholarship Trust-Citizens BK of WV

In short: Kathleen Simmons Batalion Memorial Scholarship Trust-Citizens BK of WV gave $2K across 1 grant in 2025 (avg $2K), mostly in West Virginia. Source: 2025 IRS Form 990-PF.

EIN
55-6091937
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$1,500
Grants made (2025)
1
Average grant
$1,500
Median grant
$1,500
Total assets
$30,579
Primary geography
West Virginia (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$31K

+1.3% YoY

Annual Giving

$2K

-50.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$2K

-50.0% YoY

Under IRS private-foundation payout rules, Kathleen Simmons Batalion Memorial Scholarship Trust-Citizens BK of WV reported a distributable amount of $4K for 2025 — the minimum it must pay out in qualifying distributions.

How Kathleen Simmons Batalion Memorial Scholarship Trust-Citizens BK of WV gives

  • Giving held roughly steady from 2022 to 2025 (+0%). Method
  • In 2025 it paid out 53% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

Cities

ElkinsMorgantownBuckhannonPhilippi

Giving Over Time

Total grant dollars and number of grants per year

$0$1K$2K$3K2 grants2019 1 grant2020 0 grants2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $2K (2022) to $3K (2024). In 2025 it made 1 grant totaling $2K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

WV University FBO Abigail Arbogast Student 80040653: $2KWV University FBO AbigailArbogast Student 80040653$2K

The largest 2025 recipient was WV University FBO Abigail Arbogast Student 80040653 ($2K).

Grant Size Distribution

4 grants across all recorded years

4<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 4 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
WV University FBO Abigail Arbogast Student 80040653 Morgantown, WVCollege Tuition$1,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2K$4K$6K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$30,579$30,181$30,805
Revenue$4,045$3,253$1,297
Expenses$3,647$5,122$5,099
Qualifying Distributions$2,079$4,564$4,551
Net Investment Income—$917$749
Distributable Amount$3,903$3,680$3,290

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2023 (received by the IRS February 15, 2024)
  2. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 6, 2025)
  3. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 16, 2026)
  4. Updated Form 990-PF for fiscal year 2019 (received by the IRS March 23, 2020)
  5. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 29, 2021)
  6. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 14, 2022)
  7. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 8, 2023)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Kathleen Simmons Batalion Memorial Scholarship Trust-Citizens BK of WV's only listed officer is Citizens Bank Of WV, Trustee on every filing since 2019 (uncompensated).

Officers on the 2025 filing

  • Citizens Bank Of WV

    Trustee

    On filings since 2019

    $750 (2019) → $0 (2025)

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.

Compensation Overview

No officer or director reported compensation in the available filings.

Frequently asked questions about Kathleen Simmons Batalion Memorial Scholarship Trust-Citizens BK of WV

How much does Kathleen Simmons Batalion Memorial Scholarship Trust-Citizens BK of WV give each year?

Kathleen Simmons Batalion Memorial Scholarship Trust-Citizens BK of WV gave $2K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3K across 1 grant.

How large is Kathleen Simmons Batalion Memorial Scholarship Trust-Citizens BK of WV?

Kathleen Simmons Batalion Memorial Scholarship Trust-Citizens BK of WV reported $31K in total assets on its 2025 IRS Form 990-PF. It paid out $2K in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Kathleen Simmons Batalion Memorial Scholarship Trust-Citizens BK of WV operate?

Kathleen Simmons Batalion Memorial Scholarship Trust-Citizens BK of WV has awarded grants in West Virginia.

What is Kathleen Simmons Batalion Memorial Scholarship Trust-Citizens BK of WV's EIN?

Kathleen Simmons Batalion Memorial Scholarship Trust-Citizens BK of WV's EIN (Employer Identification Number) is 55-6091937. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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