Robert W McCormick Trust FBO

Private foundation · Grantmaker Charles Town, WV EIN: 55-6124577

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 $2.2M in total assets. In 2026, it awarded 1 grant totaling $148K. Net investment income was $108K.

Key facts about Robert W McCormick Trust FBO

In short: Robert W McCormick Trust FBO gave $148K across 1 grant in 2026 (avg $148K), mostly in West Virginia. Source: 2026 IRS Form 990-PF.

EIN
55-6124577
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$148,495
Grants made (2026)
1
Average grant
$148,495
Median grant
$148,495
Total assets
$2,177,051
Primary geography
West Virginia (100% of itemized 2026 grant dollars)

Data from IRS Form 990-PF, 2026; updated September 2026.

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$2.2M

-1.9% YoY

Annual Giving

$148K

-1.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$148K

-1.0% YoY

Under IRS private-foundation payout rules, Robert W McCormick Trust FBO reported a distributable amount of $150K for 2026 — the minimum it must pay out in qualifying distributions.

How Robert W McCormick Trust FBO gives

  • Giving held roughly steady from 2023 to 2026 (−3%). Method
  • In 2026 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2026 grant dollars.

Cities

Charles Town

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K1 grants20200 grants20211 grants20221 grants20231 grants20241 grants20251 grants2026

From 2020 to 2026, annual grant giving ranged from $148K (2026) to $165K (2022). In 2026 it made 1 grant totaling $148K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2026

Jefferson Co WV BD of Education: $148KJefferson Co WV BD ofEducation$148K

The largest 2026 recipient was Jefferson Co WV BD of Education ($148K).

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Jefferson Co WV BD of Education Charles Town, WVSupplement High School Educ Programs$148,495

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2020202120222023202420252026
Metric202620252024
Total Assets$2,177,051$2,218,875$2,266,657
Revenue$148,077$139,939$99,016
Expenses$189,901$187,721$186,341
Qualifying Distributions$148,495$150,000$150,000
Net Investment Income$108,482$103,599$60,491
Distributable Amount$150,400$144,801$137,245

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS June 9, 2026)
  2. IRS filings on file for fiscal years 2020–2025

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

F Samuel Byrer — Trustee: $7KF Samuel ByrerTrustee$7K

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 $148K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $150K across 1 grant.

How large is Robert W McCormick Trust FBO?

Robert W McCormick Trust FBO reported $2.2M in total assets on its 2026 IRS Form 990-PF. It paid out $148K in qualifying distributions that year, against a required minimum of $150K (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 55-6124577. 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.

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