Private foundation
CHARLES TOWN, WVEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2026 return.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2026 | 990-PF | $110,330 | $168,475 | $124,439 | $1,811,684 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
No public data foundWhere recipients are
Based on the 0% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| SCHAFSNITZ IAN PSHEPHERDSTOWN, WV | ROOM AND BOARD | $12,400 | 2021 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| POTOMAC BANK | CO-TRUSTEE | 5.00 | $27,083 |
| F Samuel Byrer | CO-TRUSTEE | 1.50 | $14,000 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $1,811,684 |
| FY2025 | 990-PF | $120,665 | $126,802 | $84,870 | $1,869,829 | $1,869,829 |
| FY2024 | 990-PF | $111,102 | $173,361 | $134,009 | $1,875,966 | $1,875,966 |
| FY2023 | 990-PF | −$53,634 | $195,513 | $151,306 | $1,938,225 | $1,938,225 |
| FY2022 | 990-PF | $304,170 | $278,404 | $234,446 | $2,187,372 | $2,187,372 |
| FY2021 | 990-PF | $133,029 | $424,142 | $378,628 | $2,161,606 | $2,161,606 |
| FY2020 | 990-PF | $194,880 | $523,723 | $477,482 | $2,452,719 | $2,452,719 |
| FY2019 | 990-PF | $218,218 | $664,603 | $612,427 | $2,781,562 | $2,781,562 |
| FY2018 | 990-PF | $364,778 | $585,247 | $531,803 | $3,227,947 | $3,227,947 |
| FY2017 | 990-PF | $241,628 | $510,559 | $457,012 | $3,448,416 | $3,448,416 |
| ROOM AND BOARD |
| $12,400 |
| 2021 |
| THOMSON BROOKE MCHARLES TOWN, WV | ROOM AND BOARD | $12,400 | 2020 |
| HINE ALEXANDER SRANSON, WV | ROOM AND BOARD | $12,400 | 2020 |
| VALAIKE KAYLA MCHARLES TOWN, WV | ROOM AND BOARD | $12,380 | 2019 |
| CHANG EILEEN SCHARLES TOWN, WV | ROOM AND BOARD | $12,308 | 2018 |
| CRONIN OLIVIA SGERRARDSTOWN, WV | ROOM AND BOARD | $12,284 | 2023 |
| CHEN LEAH KCHARLES TOWN, WV | ROOM AND BOARD | $12,282 | 2019 |
| GARCIA MAHAYANASHEPHERDSTOWN, WV | ROOM AND BOARD | $12,212 | 2019 |
| FRALEY HANNAH EKEARNEYSVILLE, WV | ROOM AND BOARD | $12,208 | 2024 |
| CRONIN OLIVIA SGERRARDSTOWN, WV | ROOM AND BOARD | $12,000 | 2022 |
| CHEN LEAH KCHARLES TOWN, WV | ROOM AND BOARD | $12,000 | 2022 |
| OYERLY NICHOLAS SSHEPHERDSTOWN, WV | ROOM AND BOARD | $12,000 | 2019 |
| SPENCER JAMESSHENANDOAH JUNCTION, WV | ROOM AND BOARD | $12,000 | 2019 |
| MATLOCK EMILY BCHARLES TOWN, WV | ROOM AND BOARD | $12,000 | 2019 |
| RUFFNER CIERA DKEARNEYSVILLE, WV | ROOM AND BOARD | $12,000 | 2019 |
| SCHAFSNITZ IAN PSHEPHERDSTOWN, WV | ROOM AND BOARD | $12,000 | 2019 |
| MARRS SARAH KSHEPHERDSTOWN, WV | ROOM AND BOARD | $12,000 | 2022 |
| WASSON BRANDON MCHARLES TOWN, WV | ROOM AND BOARD | $12,000 | 2019 |
| QUINN MADISON BSHEPHERDSTOWN, WV | ROOM AND BOARD | $12,000 | 2019 |
| VELLA KAYLA GCHARLES TOWN, WV | ROOM AND BOARD | $12,000 | 2022 |
| HENDERSON PATRICK LSHEPHERDSTOWN, WV | ROOM AND BOARD | $12,000 | 2019 |
| LONG BRIAN ECHARLES TOWN, WV | ROOM AND BOARD | $12,000 | 2022 |
| THOMSON BROOKE MCHARLES TOWN, WV | ROOM AND BOARD | $12,000 | 2019 |
| TRUNNELL KAYLA ECHARLES TOWN, WV | ROOM AND BOARD | $12,000 | 2019 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2025 · period ending Apr 30, 2025IRS bulk XML
Filing id 202501659349100400
Form 990-PF · FY2024 · period ending Apr 30, 2024IRS bulk XML
Filing id 202441769349100424
Form 990-PF · FY2023 · period ending Apr 30, 2023
Filing id 202311749349100916
Form 990-PF · FY2022 · period ending Apr 30, 2022
Filing id 202231929349100248
Form 990-PF · FY2021 · period ending Apr 30, 2021
Filing id 202111469349100806
Form 990-PF · FY2020 · period ending Apr 30, 2020
Filing id 202021479349101217
Form 990-PF · FY2019 · period ending Apr 30, 2019
Filing id 201901629349100500
Form 990-PF · FY2018 · period ending Apr 30, 2018
Filing id 201831589349100203
Form 990-PF · FY2017 · period ending Apr 30, 2017
Filing id 201731659349100118
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.