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.
Key facts about Evan G Roberts Charitable Trust
- EIN
- 55-6016455
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $169,718
- Grants made (2024)
- 12
- Average grant
- $14,143
- Median grant
- $11,768
- New grantees (estimate)
- 42% first-time grantees (5 of 12, 2024)
- Total assets
- $2,864,021
- Primary geography
- West Virginia (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Evan G Roberts Charitable Trust funds
By grant dollars, the top recipient states for Evan G Roberts Charitable Trust's 12 itemized 2024 grants were West Virginia (100%). The most frequent recipient cities were Moundsville, WV (11 grants). 42% of grants with a stated purpose were for general or operating support.
Is Evan G Roberts Charitable Trust open to new grantees?
42%
first-time grantees, 2024
In 2024, 5 of 12 grantees (42%) were first-time recipients. First grants averaged $9K; repeat grants $18K. How we count
Medians: $10K first-time, $14K repeat.
- 50% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+15%). Method
- In 2024 it paid out 112% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Evan G Roberts Charitable Trust
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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.
Ready to take the next step with Evan G Roberts Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 12 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 recipients include Haven Maternity Home ($31,483), Marshall County Animal Rescue ($28,800), Simpson United Methodist Church ($18,656).
| Recipient | Purpose | Amount |
|---|---|---|
| HAVEN MATERNITY HOME Moundsville, WV | Security & Fire Alarm System | $31,483 |
| MARSHALL COUNTY ANIMAL RESCUE Moundsville, WV | Intake Room | $28,800 |
| SIMPSON UNITED METHODIST CHURCH Moundsville, WV | ELEVATOR REPAIRS | $18,656 |
| RAISE THE ARENA Moundsville, WV | GENERAL PURPOSES | $15,000 |
| FIRST PRESBY CHURCH OF MOUNDSVILLE Glen Dale, WV | General Purposes | $13,550 |
| MARSHALL COUNTY SCHOOLS Moundsville, WV | Moundsville Middle Band Instruments | $12,000 |
| STRAND THEATRE PRESERVATION SOCIETY Moundsville, WV | General Purposes | $11,535 |
| MOUNDSVILLE PARKS RECREATION Moundsville, WV | Shades for Pavilions at Grand Vue | $10,494 |
| OHIO VALLEY NIGHT TO SHINE Moundsville, WV | GENERAL OPERATIONS | $9,600 |
| MOUNDSVILLE MARSHALL CTY PUB LIBRY Moundsville, WV | Summer Reading Program | $8,800 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS 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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.