Evan G Roberts Charitable Trust

MORGANTOWN, WV EIN: 55-6016455

Evan G Roberts Charitable Trust is a private foundation, based in MORGANTOWN, WV. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9M in total assets. In 2024, it awarded 12 grants totaling $170K. Net investment income was $122K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.9M

-2.4% YoY

Annual Giving

$170K

+15.3% YoY

Grant Count

+9.1% YoY

Avg Grant Size

$14K

+5.7% YoY

Under IRS private-foundation payout rules, Evan G Roberts Charitable Trust reported a distributable amount of $171K for 2024 — the minimum it must pay out in qualifying distributions.

About Evan G Roberts Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

West Virginia $694K (100%)

States

West Virginia

Cities

CameronGlen DaleMcmechenMoundsvilleWheeling

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,864,021	$2,933,865	$3,167,663
Revenue	$151,804	$-30,122	$399,198
Expenses	$221,648	$203,676	$162,984
Qualifying Distributions	$191,542	$175,583	$146,602
Net Investment Income	$121,698	$57,125	$382,816
Distributable Amount	$171,206	$153,285	$160,168

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

53 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Haven Maternity Home ($31,483), Marshall County Animal Rescue ($28,800), Simpson United Methodist Church ($18,656).

Recipient	Purpose	Amount
STRAND THEATRE PRESERVATION SOCIETY Moundsville, WV	General Purposes	$11,535
FIRST PRESBY CHURCH OF MOUNDSVILLE Glen Dale, WV	General Purposes	$13,550
MARSHALL COUNTY SCHOOLS Moundsville, WV	Moundsville Middle Band Instruments	$12,000
MOUNDSVILLE PARKS RECREATION Moundsville, WV	Shades for Pavilions at Grand Vue	$10,494
MOUNDSVILLE MARSHALL CTY PUB LIBRY Moundsville, WV	Summer Reading Program	$8,800
MARSHALL COUNTY ANIMAL RESCUE Moundsville, WV	Intake Room	$28,800
HAVEN MATERNITY HOME Moundsville, WV	Security & Fire Alarm System	$31,483
SHEPHERDS PANTRY IN MARSHALL COUNTY Moundsville, WV	Food Pantry	$5,800
MOUNDSVILLE VETERAN HONORS GUARD Moundsville, WV	GENERAL PURPOSES	$4,000
RAISE THE ARENA Moundsville, WV	GENERAL PURPOSES	$15,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Scot Martin Rogerson	CO-TRUSTEE	0.2	$5,693
TRUIST	CO-TRUSTEE	3	$21,764

Frequently Asked Questions

How large is Evan G Roberts Charitable Trust?

As of 2024, Evan G Roberts Charitable Trust holds $2.9M in total assets with $152K in annual revenue. It awarded 12 grants totaling $170K in 2024.

Where does Evan G Roberts Charitable Trust operate?

Evan G Roberts Charitable Trust has awarded grants in West Virginia.

What size grants does Evan G Roberts Charitable Trust award?

In 2024, Evan G Roberts Charitable Trust awarded 12 grants totaling $170K — an average of about $14K per grant, based on its IRS Form 990 filings.

How much is Evan G Roberts Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Evan G Roberts Charitable Trust reported a distributable amount of $171K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Evan G Roberts Charitable Trust's EIN?

Evan G Roberts Charitable Trust's EIN (Employer Identification Number) is 55-6016455. IRS Form 990 filing data is available on this page for 2020–2024.