United Methodist Foundation of West Virginia Inc logo

United Methodist Foundation of West Virginia Inc

CHARLESTON, WV EIN: 55-0545643 Website

The United Methodist Foundation of West Virginia is a 501(c)(3) public charity based in Charleston, West Virginia. Founded in 1974 by the West Virginia Annual Conference of the United Methodist Church, the Foundation operates as a legally separate organization connected in mission to the Church while also serving broader community needs. The organization functions as a financial stewardship entity that raises, manages, and distributes charitable funds to support ministry and community development.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$148.9M

+5.7% YoY

Annual Giving

$1.3M

+7.7% YoY

Grant Count

65

+14.0% YoY

Avg Grant Size

$20K

-5.6% YoY

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

Mission & Focus Areas

The mission of the United Methodist Foundation of West Virginia is to create a culture of generosity that transforms the world by raising, managing, and distributing funds that serve the needs of all people and communities.

The Foundation's primary focus areas include:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services
  • United Methodist ministry and causes

The organization emphasizes planned giving, endowment building, and effective stewardship of organizational resources.

Grantmaking

The Foundation awards grants to expand and enhance United Methodist ministry as well as serve community needs. Recent grant activity includes:

How to Apply

**: Grant applications are due February 28th annually.

Ready to take the next step with United Methodist Foundation of West Virginia Inc?

Geographic Focus

Where this funder awards grants

The Foundation primarily funds organizations in West Virginia, Tennessee, and Pennsylvania, with a special emphasis on West Virginia communities and United Methodist causes.

Grant Distribution by State

12states
+4 more states

Cities

AthensAtlantaBarboursvilleBarrackvilleBeckleyBelleBeverlyBloomingtonBluefieldBluefiledBostonBruceton MillsBuckhannonBuffaloBurlingtonChapmanvilleCharlestonCharlottesvilleChicagoClarksburg

Financial History

Multi-year comparison from IRS filings

  • Total Assets: $148,939,766
  • Total Annual Giving: $2,454,858
  • IRS Ruling Year: 2014
  • EIN: 55-0545643
  • Staff: 6 employees

The Foundation maintains a Four-Star rating based on its accountability and financial practices, with a 96% overall score.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M20202021202220232024
Metric202420232022
Total Assets$148,939,766$140,916,015$121,404,337
Revenue$4,642,697$3,702,551$3,394,616
Expenses$3,569,024$3,489,208$3,429,847
Qualifying Distributions
Net Investment Income$3,480,735$2,904,677$2,289,502
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$329K$657K$986K$1M46 grants202055 grants202161 grants202257 grants202365 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

West Virginia Wesleyan C…$101KPension Funds Inc$98KDuffey Memorial Methodis…$76KBurlington United Method…$67KChrist United Methodist …$66KBurlington United Method…$54KHeart and Hand Outreach …$44KUnited Methodist Committ…$44KCity National Bank Trust…$37KWesley Theological Semin…$35K

Grant Size Distribution

246 grants across all recorded years

219<$50K26$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

Board of Trustees:

  • Maribeth Anderson - Vice Chairperson of the Board of Trustees, Chairperson of Outreach Committee. Director of Government Relations for Antero Resources. Graduate of Marshall University.

  • Jarrod Caltrider - Chief Financial Officer. Ordained elder serving as pastor of Dunbar United Methodist Church since July 2020. Graduate of West Virginia Wesleyan College (B.A. Christian Education and Psychology) and Pittsburgh Theological Seminary (M.Div.).

  • Susannah Carpenter - Prior to joining the Foundation staff in 2017, served in various positions for the West Virginia Department of Administration, including Chief Financial Officer, Assistant to the Comptroller, and Interim Chief Technology Officer. Certified public accountant.

Compensation Overview

From 2024 IRS filing

Jeffrey A TaylorPresident and Trustee$172KKimberly A MatthewsVice President and Trustee$124KSusannah CarpenterChief Financial Officer and …$105K

From 2024 filing

NameTitleHoursCompensation
Jeffrey A TaylorPresident and Trustee40$171,883
Kimberly A MatthewsVice President and Trustee40$124,460
Susannah CarpenterChief Financial Officer and Trustee40$104,815
Bishop Debra Wallace-PadgettHonorary Chairperson1
Michael PerkinsChairperson1
Kristi WilkersonVice Chairperson1
Judy RainesTreasurer1
Maribeth AndersonTrustee1
Jarrod CaltriderTrustee1
Louis ConstanzoTrustee1
Cheryl DavisTrustee1
Eric ErbTrustee1
Michael FlowersTrustee1
Lauren GodwinTrustee1
Aliene LeeTrustee1
Neil LeftwichTrustee1
Teresa MarkinsTrustee1
Barbara McDowellTrustee1
Patricia MickTrustee1
Jamie O'BrienTrustee1
Gina PalmerTrustee1
Edward A SissonTrustee1
Emily SteeleTrustee1
James WadsworthTrustee1
Jeffrey WelshonceTrustee1

Recent News & Activity

Recent developments and announcements

The Foundation has maintained active grant cycles with recent announcements including:

UM Foundation Awards Fall Grants
2025

Fall 2025 grant awards

UM Foundation Awards Fall Grants
2024

2024 scholarship awards

Election of new trustees and officers

Establishment of the Legacy of Hope: The Scott and Lynn Mayberry Endowment for New Vision Depot

The organization continues to engage the community through Foundation Dinner events and actively recruits administrative staff to support its operations.

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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