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 $150K. Net investment income was $104K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.2M
-2.1% YoY
Annual Giving
$150K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$150K
+0.0% 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 $150K. Net investment income was $104K.
Focus Areas
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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 | $2,218,875 | $2,266,657 | $2,353,982 |
| Revenue | $139,939 | $99,016 | $-12,811 |
| Expenses | $187,721 | $186,341 | $194,953 |
| Qualifying Distributions | $150,000 | $150,000 | $153,588 |
| Net Investment Income | $103,599 | $60,491 | $29,649 |
| Distributable Amount | $144,801 | $137,245 | $137,916 |
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
4 grants across all recorded years
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
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| F SAMUEL BYRER | TRUSTEE | 1.5 | $7,000 |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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