Evan G Roberts Charitable Trust
The Evan G Roberts Charitable Trust is a private foundation based in Morgantown, West Virginia. Its filing states that distributions must go to qualifying charitable, religious, or educational institutions located within Marshall County, West Virginia.
Evan G Roberts Charitable Trust at a glance
In short: Evan G Roberts Charitable Trust gave $154K across 11 grants in 2025 (avg $14K), mostly in West Virginia. 10% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $154,175
- -9.2% vs 2024
- Grants made (2025)
- 11
- -8.3% vs 2024
- Average grant
- $14,016
- -0.9% vs 2024
- Median grant
- $15,776
- Total assets
- $2,868,936
- +0.2% vs 2024
- New grantees (estimate)
- 10% first-time grantees (1 of 10, 2025; small sample)
- Primary geography
- West Virginia (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Evan G Roberts Charitable Trust
- How to Apply
-
The trust’s filing says it does not restrict giving to preselected organizations. Contact Patricia L. Watson for an application form. Awards are restricted to well-established charitable, religious, or educational institutions located within Marshall County, West Virginia, that are exempt under Section 501(c) and described in Section 170(c) of the Internal Revenue Code.
- Contact
Application contact: Patricia L Watson Sr Vice Preside
Mailing address: Truist Wealth 446 Chestnut Ridge Rd, Morgantown, WV 26505
Phone: (304) 285-2361
Email: plwatson@truist.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Evan G Roberts Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Marshall County Schools ($40K across 2 grants). Together the top 10 received $154K.
Grant Size Distribution
53 grants across all recorded years
The most common grant size was under $50K: 53 grants of 53 (100%).
Geographic Focus
Where this funder awards grants
The trust’s filing restricts distributions to qualifying institutions located within Marshall County, West Virginia. All 2025 grant dollars went to recipients in West Virginia.
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
States
Cities
Is Evan G Roberts Charitable Trust open to new grantees?
10%
first-time grantees, 2025
In 2025, 1 of 10 grantees (10%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $3K; repeat grants $17K. How we count
Medians: $3K first-time, $16K repeat.
- 80% of 2025 grantees were also funded in 2024. Method
- Giving grew 36% from 2022 to 2025. Method
- In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $106K (2019) to $170K (2024). In 2025 it made 11 grants totaling $154K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Marshall County Schools Moundsville, WV | Cameron HS Batting Cage | $24,000 |
| Marshall County Historical Society Moundsville, WV | Bloyd House | $21,900 |
| Marshall County Animal Rescue Moundsville, WV | Intake Room | $20,000 |
| Marshall County School Moundsville, WV | Drumline Equipment | $19,813 |
| Strand Theatre Preservation Society Moundsville, WV | General Purposes | $16,070 |
| Marshall County Schools Moundsville, WV | Moundsville Middle Band Instruments | $15,776 |
| First Presby Church of Moundsville Glen Dale, WV | General Purposes | $15,636 |
| Moundsville Marshall Cty Pub Libry Moundsville, WV | Summer Reading Program | $9,060 |
| Shepherds Pantry in Marshall County Moundsville, WV | Food Pantry | $4,800 |
| Moundsville Veteran Honors Guard Moundsville, WV | General Purposes | $4,000 |
Ready to take the next step with Evan G Roberts Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,868,936 | $205,120 | $200,205 | $154,175 | 11 | $180,683 | $186,808 | $180,198 |
| 2024 | $2,864,021 | $151,804 | $221,648 | $169,718 | 12 | $191,542 | $121,698 | $171,206 |
| 2023 | $2,933,865 | $-30,122 | $203,676 | $147,164 | 11 | $175,583 | $57,125 | $153,285 |
| 2022 | $3,167,663 | $399,198 | $162,984 | $113,236 | 9 | $146,602 | $382,816 | $160,168 |
| 2021 | $2,932,136 | $84,603 | $209,605 | $147,524 | 10 | $181,207 | $65,947 | $180,089 |
| 2020 | $3,057,138 | $341,797 | $160,598 | $116,730 | 11 | — | $326,376 | $159,006 |
| 2019 | $2,875,939 | $132,980 | $155,437 | $106,226 | 11 | — | $118,310 | $157,792 |
Under IRS private-foundation payout rules, Evan G Roberts Charitable Trust reported a distributable amount of $180K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants supported organizations and projects including schools, a historical society, an animal rescue organization, a theatre preservation society, a church, a public library, a food pantry, a veterans’ group, and a community league.
The Strand Theatre Preservation Society describes its own mission as revitalizing the operation of the Strand Theatre in Moundsville to promote social, cultural, and economic growth in the community. The trust gave the society $16,070 in 2025.
Grantmaking
In 2025, the trust awarded 11 grants totaling $154,175. Grants ranged from $3,120 to $24,000, with a median of $15,776.
Its largest 2025 grants included $24,000 to Marshall County Schools for the Cameron High School batting cage; $21,900 to the Marshall County Historical Society for the Bloyd House; $20,000 to Marshall County Animal Rescue for an intake room; and $19,813 to Marshall County School for drumline equipment. Other listed awards included $16,070 to the Strand Theatre Preservation Society for general purposes, $15,776 to Marshall County Schools for Moundsville Middle band instruments, and $15,636 to First Presbyterian Church of Moundsville for general purposes.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Scot Martin Rogerson and Truist Bank as co-trustees.
Evan G Roberts Charitable Trust's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Scot Martin Rogerson
Co-Trustee
On filings since 2019
0.2 hrs/week
$10K (2019) → $10K (2025)
Truist Bank
Co-Trustee
New on the 2025 filing
3 hrs/week
$24K (2025)
Former officers (2)
- Former: Truist (2022–2024) — Co-Trustee
- Former: Branch Banking Trust CO (2019–2021) — Co-Trustee
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $24K, to Truist Bank (Co-Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Evan G Roberts Charitable Trust
How much does Evan G Roberts Charitable Trust give each year?
Evan G Roberts Charitable Trust gave $154K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $170K across 12 grants.
What is Evan G Roberts Charitable Trust's typical grant size?
Evan G Roberts Charitable Trust's median grant in 2025 was $15,776, and its average grant was $14,016, across 11 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Evan G Roberts Charitable Trust that year got $3K on average.
Where does Evan G Roberts Charitable Trust give grants?
Evan G Roberts Charitable Trust gives mostly in West Virginia: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Moundsville, WV (9 grants).
Does Evan G Roberts Charitable Trust give general operating support?
Yes: 27% of Evan G Roberts Charitable Trust's 2025 grants with a stated purpose (3 of 11) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Evan G Roberts Charitable Trust's largest grantees?
Evan G Roberts Charitable Trust's largest 2025 grantees include Marshall County Schools ($39,776 across 2 grants), Marshall County Historical Society ($21,900) and Marshall County Animal Rescue ($20,000), according to its 2025 IRS Form 990-PF. Together they received 53% of its itemized 2025 grant dollars.
How large is Evan G Roberts Charitable Trust?
Evan G Roberts Charitable Trust reported $2.9M in total assets on its 2025 IRS Form 990-PF. It paid out $181K in qualifying distributions that year, against a required minimum of $180K (roughly 5% of its investment assets).
What does Evan G Roberts Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 grants supported organizations and projects including schools, a historical society, an animal rescue organization, a theatre preservation society, a church, a public library, a food pantry, a veterans’ group, and a community league. See mission & focus areas ↑
How do I apply for a grant from Evan G Roberts Charitable Trust?
The trust’s filing says it does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 23, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 13, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
Other open foundation grants in West Virginia
West Virginia Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Evan G Roberts Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Karl and Mildred Niekamp Charitable Foundation
Wheeling, WV
The Karl and Mildred Niekamp Charitable Foundation funds charitable work, with recent grants supporting cultural, educational, historical, and community-service projects. Its 2025 grants ranged from $5,000 to $51,500, with a median of $12,500; it favors qualifying organizations and uses in Marshall County, West Virginia, and all 2025 recipients were in West Virginia. It accepts applications using a form available from the foundation secretary.
Assets
$2.4M
Grants
10
Total Given
$175K
Alys B Baines Charitable Trust
Orlando, FL
Support of first presbyterian church of charleston, West Virginia
Assets
$2.2M
Grants
1
Total Given
$60K
Charles C Schwob Charitable Trust
Orlando, FL
Assets
$3.4M
Grants
1
Total Given
$163K
Louise Bowen Morris Charitable Trust First
Raleigh, NC
Assets
$918K
Grants
2
Total Given
$51K
F & M Potter Memorial Fnd
Dallas, TX
Assets
$6.9M
Grants
3
Total Given
$543K
Charles Atkinson Charitable Trust
Chicago, IL
Assets
$167K
Grants
4
Total Given
$7K
More similar funders
More Funders in West Virginia
Cite this profile
Grantable. (2026). Evan G Roberts Charitable Trust funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/evan-g-roberts-charitable-trust-morg_9182a91270ee4fc586f13beecf9eaeab
BibTeX
@misc{grantable_556016455_2026,
author = {{Grantable}},
title = {{Evan G Roberts Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/evan-g-roberts-charitable-trust-morg_9182a91270ee4fc586f13beecf9eaeab},
note = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Evan G Roberts Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Evan G Roberts Charitable Trust down — hundreds of funders to go?