Evan G Roberts Charitable Trust
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
12
+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
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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.
Explore Open Grants
Browse active grant opportunities in Evan G Roberts Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.