Robert W McCormick Trust FBO
Robert W McCormick Trust FBO is a private foundation, based in Charles Town, WV. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $2.1M in total assets. In 2026, it awarded 1 grant totaling $160K. Net investment income was $107K.
Robert W McCormick Trust FBO at a glance
In short: Robert W McCormick Trust FBO gave $160K across 1 grant in 2026 (avg $160K), mostly in West Virginia. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $159,589
- +11.0% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $159,589
- +11.0% vs 2025
- Median grant
- $159,589
- Total assets
- $2,135,862
- -2.6% vs 2025
- Primary geography
- West Virginia (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Robert W McCormick Trust FBO funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Jefferson Medical Center ($160K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Robert W McCormick Trust FBO gives
- Giving grew 30% from 2023 to 2026. Method
- In 2026 it paid out 108% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $61K (2021) to $176K (2022). In 2026 it made 1 grant totaling $160K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jefferson Medical Center Ranson, WV | Charitable Activities at Hospital | $159,589 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $2,135,862 | $146,796 | $202,792 | $159,589 | 1 | $159,589 | $107,343 | $148,029 |
| 2025 | $2,191,858 | $189,819 | $181,546 | $143,773 | 1 | $143,773 | $154,013 | $140,978 |
| 2024 | $2,183,585 | $119,958 | $201,516 | $166,099 | 1 | $166,099 | $80,372 | $133,252 |
| 2023 | $2,265,143 | $1,369 | $165,201 | $122,361 | 1 | $122,361 | $28,152 | $132,266 |
| 2022 | $2,428,975 | $396,928 | $216,431 | $176,277 | 1 | $176,277 | $356,774 | $145,750 |
| 2021 | $2,248,478 | $135,449 | $96,670 | $60,680 | 1 | — | $99,459 | $139,662 |
| 2020 | $2,209,699 | $67,105 | $183,727 | $146,881 | 1 | — | $49,360 | $140,140 |
Under IRS private-foundation payout rules, Robert W McCormick Trust FBO reported a distributable amount of $148K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Robert W McCormick Trust FBO is led by F. Samuel Byrer, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2026 filing
F. Samuel Byrer
Trustee
On filings since 2020
1.5 hrs/week
$7K (2020) → $7K (2026)
Former officers (1)
- Former: Bank Of Charles Town (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $7K, to F Samuel Byrer (Trustee).
Frequently asked questions about Robert W McCormick Trust FBO
How much does Robert W McCormick Trust FBO give each year?
Robert W McCormick Trust FBO gave $160K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $144K across 1 grant.
How large is Robert W McCormick Trust FBO?
Robert W McCormick Trust FBO reported $2.1M in total assets on its 2026 IRS Form 990-PF. It paid out $160K in qualifying distributions that year, against a required minimum of $148K (roughly 5% of its investment assets).
Where does Robert W McCormick Trust FBO operate?
Robert W McCormick Trust FBO has awarded grants in West Virginia.
What is Robert W McCormick Trust FBO's EIN?
Robert W McCormick Trust FBO's EIN (Employer Identification Number) is 55-6124578. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2025 (received by the IRS June 14, 2025)
- Updated Form 990-PF for fiscal year 2026 (received by the IRS June 9, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 15, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 4, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS July 25, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 5, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 24, 2024)
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