S Katherine Boxwell & Edwin P
S Katherine Boxwell & Edwin P is a private foundation based in Charles Town, West Virginia. Its filings show scholarship grants to individual recipients, with 2026 awards designated for tuition and related educational costs.
S Katherine Boxwell & Edwin P at a glance
In short: S Katherine Boxwell & Edwin P gave $83K across 32 grants in 2026 (avg $3K), mostly in West Virginia. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $82,750
- +15.7% vs 2025
- Grants made (2026)
- 32
- -5.9% vs 2025
- Average grant
- $2,586
- +23.0% vs 2025
- Median grant
- $3,000
- Total assets
- $1,328,061
- -2.6% vs 2025
- Primary geography
- West Virginia (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026.
How to apply to S Katherine Boxwell & Edwin P
- How to Apply
The foundation’s 2025 filing says applicants must complete a detailed application, including school records, family financial information, community service, honors and awards, and an essay on career aspirations, West…
The foundation’s 2025 filing says applicants must complete a detailed application, including school records, family financial information, community service, honors and awards, and an essay on career aspirations, West Virginia’s economic and cultural resources, and how the applicant’s education could benefit the state. Two letters of recommendation are also required. The filing directs applicants to contact the Potomac Bank Trust Department. Eligible applicants must graduate with at least a B average, verify financial need, and demonstrate positive citizenship in school and the community. Awards are limited to eight semesters of undergraduate study. Students must maintain full-time status, continue to demonstrate good citizenship and financial need, and provide proof of a 3.0 or higher grade point average.
- Review Cycle
- The filing states that applications must be received by the high school guidance department by March 1 of the student’s senior year. That annual deadline has passed for the current date.
- Deadline
- The filing states that applications must be received by the high school guidance department by March 1 of the…
- Contact
Application contact: Potomac Bank Trust Dept Tr
Mailing address: Po Drawer 40, Charles Town, WV 25414
Phone: (304) 728-2435
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who S Katherine Boxwell & Edwin P funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Westfall Chloe E ($4K).
Organizations only. It also paid 31 individual scholarships ($78,750), which are not listed by name.
Grant Size Distribution
172 grants across all recorded years
The most common grant size was under $50K: 172 grants of 172 (100%).
Geographic Focus
Where this funder awards grants
The filing’s eligibility rules limit applicants to graduates of high schools in Berkeley, Grant, Hampshire, Hardy, Jefferson, Mineral, and Morgan counties in West Virginia. The 2026 grant listing reports that all grant dollars went to recipients in West Virginia.
Grant Distribution by State
Share of 2026 grant dollars across all 32 itemized grants.
Cities
How S Katherine Boxwell & Edwin P gives
- Giving grew 22% from 2023 to 2026. Method
- In 2026 it paid out 91% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $67K (2022) to $91K (2020). In 2026 it made 32 grants totaling $83K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 31 individual scholarships Recipients not named | — | $78,750 |
| Westfall Chloe E Keyser, WV | 4 Yr Tution, Etc. @ 2000/Semester | $4,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $1,328,061 | $73,116 | $109,181 | $82,750 | 32 | $82,750 | $48,494 | $91,021 |
| 2025 | $1,364,126 | $94,683 | $93,544 | $71,500 | 34 | $71,500 | $73,846 | $83,264 |
| 2024 | $1,362,987 | $64,031 | $91,075 | $71,250 | 36 | $71,250 | $42,380 | $77,675 |
| 2023 | $1,390,031 | $-24,581 | $89,191 | $67,750 | 37 | $65,250 | $21,020 | $74,211 |
| 2022 | $1,503,803 | $247,861 | $87,465 | $67,000 | 33 | $67,000 | $227,396 | $80,087 |
| 2021 | $1,343,407 | $69,903 | $107,576 | $88,250 | 38 | — | $50,577 | $79,261 |
| 2020 | $1,381,080 | $37,288 | $108,802 | $90,500 | 35 | — | $26,543 | $75,201 |
Under IRS private-foundation payout rules, S Katherine Boxwell & Edwin P reported a distributable amount of $91K for 2026 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The available filing information describes scholarship support for students pursuing undergraduate study. Eligible students must graduate from high schools in Berkeley, Grant, Hampshire, Hardy, Jefferson, Mineral, or Morgan counties in West Virginia. The permitted fields of study are accounting, business administration, civil engineering, computer science, economics, education, political science, psychology, or social science.
Grantmaking
In filing year 2026, the foundation reported 32 grants totaling $82,750. Grants ranged from $250 to $5,000, with a median of $3,000. The listed grants went to recipients in West Virginia; the largest awards were primarily to individual recipients for four-year tuition and related costs. In filing year 2025, the foundation reported $71,500 in grants across 34 awards; in 2024, it reported $71,250 across 36 awards.
Leadership & Key People
Leadership team and compensation from IRS filings
Potomac Bank is listed as trustee on the 2026 filing.
S Katherine Boxwell & Edwin P's only listed officer is Potomac Bank, Trustee on the 2026 filing (compensated).
Officers on the 2026 filing
Potomac Bank
Trustee
New on the 2026 filing
4 hrs/week
$22K (2026)
Former officers (1)
- Former: Bank Of Charles Town Trust Dept (2020–2025) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $22K, to Potomac Bank (Trustee).
Frequently asked questions about S Katherine Boxwell & Edwin P
How much does S Katherine Boxwell & Edwin P give each year?
S Katherine Boxwell & Edwin P gave $83K across 32 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $72K across 34 grants.
What is S Katherine Boxwell & Edwin P's typical grant size?
S Katherine Boxwell & Edwin P's median grant in 2026 was $3,000, and its average grant was $2,586, across 32 grants on its 2026 IRS Form 990-PF.
Where does S Katherine Boxwell & Edwin P give grants?
S Katherine Boxwell & Edwin P gives mostly in West Virginia: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there.
Does S Katherine Boxwell & Edwin P give general operating support?
Not in 2026: none of the 32 grants with a stated purpose on S Katherine Boxwell & Edwin P's 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "4 Yr Tuition, Etc. @ 1500/Semester" (11 grants), "4 Yr Tuition, Etc. @ 1000/Semester" (3 grants) and "4 Yr Tuition, Etc. @ 1250/Semester" (3 grants).
How large is S Katherine Boxwell & Edwin P?
S Katherine Boxwell & Edwin P reported $1.3M in total assets on its 2026 IRS Form 990-PF. It paid out $83K in qualifying distributions that year, against a required minimum of $91K (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.
What does S Katherine Boxwell & Edwin P fund?
The available filing information describes scholarship support for students pursuing undergraduate study. Eligible students must graduate from high schools in Berkeley, Grant, Hampshire, Hardy, Jefferson, Mineral, or Morgan counties in West Virginia. See mission & focus areas ↑
How do I apply for a grant from S Katherine Boxwell & Edwin P?
The foundation’s 2025 filing says applicants must complete a detailed application, including school records, family financial information, community service, honors and awards, and an essay on career aspirations, West… Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is S Katherine Boxwell & Edwin P's EIN?
S Katherine Boxwell & Edwin P's EIN (Employer Identification Number) is 55-6137104. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 30, 2026)
- IRS filings on file for fiscal years 2020–2025
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