Robert W Mccormick Trust Fbo
Robert W Mccormick Trust Fbo is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLES TOWN, WV. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.2M in total assets. In 2025, it awarded 1 grants totaling $144K. Net investment income was $154K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.2M
+0.4% YoY
Annual Giving
$144K
-13.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$144K
-13.4% YoY
Under IRS private-foundation payout rules, Robert W Mccormick Trust Fbo reported a distributable amount of $141K for 2025 — the minimum it must pay out in qualifying distributions.
About Robert W Mccormick Trust Fbo
Based on IRS filings
Robert W Mccormick Trust Fbo is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLES TOWN, WV. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.2M in total assets. In 2025, it awarded 1 grants totaling $144K. Net investment income was $154K.
Focus Areas
Ready to take the next step with Robert W Mccormick Trust Fbo?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,191,858 | $2,183,585 | $2,265,143 |
| Revenue | $189,819 | $119,958 | $1,369 |
| Expenses | $181,546 | $201,516 | $165,201 |
| Qualifying Distributions | $143,773 | $166,099 | $122,361 |
| Net Investment Income | $154,013 | $80,372 | $28,152 |
| Distributable Amount | $140,978 | $133,252 | $132,266 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Jefferson Medical Center ($143,773).
| Recipient | Purpose | Amount |
|---|---|---|
| JEFFERSON MEDICAL CENTER RANSON, WV | CHARITABLE ACTIVITIES AT HOSPITAL | $143,773 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| F SAMUEL BYRER | TRUSTEE | 1.5 | $7,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Robert W Mccormick Trust Fbo?
Robert W Mccormick Trust Fbo is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLES TOWN, WV. It holds $2.2M in total assets as of 2025.
How large is Robert W Mccormick Trust Fbo?
As of 2025, Robert W Mccormick Trust Fbo holds $2.2M in total assets with $190K in annual revenue. It awarded 1 grants totaling $144K in 2025.
Where does Robert W Mccormick Trust Fbo operate?
Robert W Mccormick Trust Fbo has awarded grants in West Virginia.
What size grants does Robert W Mccormick Trust Fbo award?
In 2025, Robert W Mccormick Trust Fbo awarded 1 grants totaling $144K — an average of about $144K per grant, based on its IRS Form 990 filings.
How much is Robert W Mccormick Trust Fbo required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Robert W Mccormick Trust Fbo reported a distributable amount of $141K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2025.
Explore Open Grants
Browse active grant opportunities in Robert W Mccormick Trust Fbo's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Roy Chambers Foundation
WHEELING, WV
Assets
$743K
Grants
341
Total Given
$64K
Ethel N Bowen Foundation
BLUEFIELD, WV
Assets
$14.6M
Grants
321
Total Given
$795K
The Greater Kanawha Valley Foundation
CHARLESTON, WV
Assets
$348.4M
Grants
239
Total Given
$13.8M
West Virginia University
MORGANTOWN, WV
Assets
$163.3M
Grants
133
Total Given
$37.1M
Bernard Mcdonough Foundation Inc
PARKERBURG, WV
Assets
$34.0M
Grants
132
Total Given
$1.7M
Pallottine Foundation of Huntington
HUNTINGTON, WV
Assets
$74.8M
Grants
130
Total Given
$2.5M
W a Wolfe Jr and Phyllis P Wolfe
BLUEFIELD, WV
Assets
$3.3M
Grants
128
Total Given
$201K
Parkersburg Area Community Foundation
PARKERSBURG, WV
Assets
$98.3M
Grants
107
Total Given
$2.5M
George a Laughlin Trust
WHEELING, WV
Assets
$20.2M
Grants
104
Total Given
$1.4M
Community Foundation for the Ohio Valley
WHEELING, WV
Assets
$94.3M
Grants
96
Total Given
$3.3M
Encova Foundation of West Virginia
CHARLESTON, WV
Assets
$51.7M
Grants
89
Total Given
$2.3M
Beckley Area Foundation Inc
BECKLEY, WV
Assets
$79.2M
Grants
81
Total Given
$1.8M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Robert W Mccormick Trust Fbo on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Robert W Mccormick Trust Fbo to a real strategy.