Armstrong Robertson Matthews Foundation

Private foundation · Grantmaker Bluefield, WV EIN: 55-6035777

Armstrong Robertson Matthews Foundation is a private foundation, based in Bluefield, WV. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $691K in total assets. In 2025, it awarded 1 grant totaling $67K. Net investment income was $58K.

Key facts about Armstrong Robertson Matthews Foundation

In short: Armstrong Robertson Matthews Foundation gave $67K across 1 grant in 2025 (avg $67K), mostly in West Virginia. Source: 2025 IRS Form 990-PF.

EIN
55-6035777
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$66,594
Grants made (2025)
1
Average grant
$66,594
Median grant
$66,594
Total assets
$690,803
Primary geography
West Virginia (100% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$691K

-1.5% YoY

Annual Giving

$67K

+8.6% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$67K

+8.6% YoY

Under IRS private-foundation payout rules, Armstrong Robertson Matthews Foundation reported a distributable amount of $70K for 2025 — the minimum it must pay out in qualifying distributions.

How Armstrong Robertson Matthews Foundation gives

  • Giving held roughly steady from 2022 to 2025 (−10%). Method
  • In 2025 it paid out 96% 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

Bluefield

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $61K (2024) to $74K (2022). In 2025 it made 1 grant totaling $67K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Craft Memorial Library: $67KCraft Memorial Library$67K

The largest 2025 recipient was Craft Memorial Library ($67K).

Grant Size Distribution

5 grants across all recorded years

<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Craft Memorial Library Bluefield, WVEducational$66,594

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$690,803$701,321$691,132
Revenue$70,487$85,286$74,556
Expenses$81,005$75,097$77,762
Qualifying Distributions$66,594$61,331$65,998
Net Investment Income$58,454$74,318$64,241
Distributable Amount$69,698$66,594$61,331

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 May 14, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Armstrong Robertson Matthews Foundation is led by Julie H. Johnson, President & Treasurer since 2025 (on filings since 2019); none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Julie H. Johnson

    President & Treasurer

    Treasurer → President, 2024

    President → President & Treasurer, 2025

    On filings since 2019

    0.5 hrs/week

    No compensation reported

  • Burke Herbert Bank Trust CO

    Trustee

    On filings since 2024

    0.5 hrs/week

    No compensation reported

  • John Shott

    Vice President & Secretary

    Secretary → Vice President & Secretary, 2025

    On filings since 2024

    0.5 hrs/week

    No compensation reported

Former officers (3)
  • Former: Frank W. Wilkinson (2019–2023) — President
  • Former: Summit Community Bank (2019–2023) — Trustee
  • Former: Betty G. Bailey (2019–2022) — President

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.

Frequently asked questions about Armstrong Robertson Matthews Foundation

How much does Armstrong Robertson Matthews Foundation give each year?

Armstrong Robertson Matthews Foundation gave $67K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $61K across 1 grant.

How large is Armstrong Robertson Matthews Foundation?

Armstrong Robertson Matthews Foundation reported $691K in total assets on its 2025 IRS Form 990-PF. It paid out $67K in qualifying distributions that year, against a required minimum of $70K (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 Armstrong Robertson Matthews Foundation operate?

Armstrong Robertson Matthews Foundation has awarded grants in West Virginia.

What is Armstrong Robertson Matthews Foundation's EIN?

Armstrong Robertson Matthews Foundation's EIN (Employer Identification Number) is 55-6035777. 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.

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