Robert W Mccormick Trust Fbo

CHARLES TOWN, WV EIN: 55-6124578

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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Ranson

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$109K$218K$327K$437K202020212022202320242025
Metric202520242023
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

$0$44K$88K$132K$176K1 grants20201 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

JEFFERSON MEDICAL CENTER$144K

Grant Size Distribution

5 grants across all recorded years

<$50K1$50–100K4$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

F SAMUEL BYRERTRUSTEE$7K

From 2025 filing

NameTitleHoursCompensation
F SAMUEL BYRERTRUSTEE1.5$7,000

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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