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 $2.2M in total assets. In 2026, it awarded 1 grant totaling $148K. Net investment income was $108K.
Robert W McCormick Trust FBO at a glance
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.
- Annual giving (2026)
- $148,495
- -1.0% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $148,495
- -1.0% vs 2025
- Median grant
- $148,495
- Total assets
- $2,177,051
- -1.9% 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 Co WV BD of Education ($148K).
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 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $148K (2026) to $165K (2022). In 2026 it made 1 grant totaling $148K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jefferson Co WV BD of Education Charles Town, WV | Supplement High School Educ Programs | $148,495 |
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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 | $2,177,051 | $148,077 | $189,901 | $148,495 | 1 | $148,495 | $108,482 | $150,400 |
| 2025 | $2,218,875 | $139,939 | $187,721 | $150,000 | 1 | $150,000 | $103,599 | $144,801 |
| 2024 | $2,266,657 | $99,016 | $186,341 | $150,000 | 1 | $150,000 | $60,491 | $137,245 |
| 2023 | $2,353,982 | $-12,811 | $194,953 | $153,588 | 1 | $153,588 | $29,649 | $137,916 |
| 2022 | $2,561,746 | $305,959 | $205,605 | $165,366 | 1 | $165,366 | $265,720 | $152,579 |
| 2021 | $2,461,392 | $124,191 | $37,519 | — | — | — | $86,672 | $148,231 |
| 2020 | $2,478,133 | $81,531 | $192,667 | $156,094 | 1 | — | $50,155 | $145,055 |
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.
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 $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). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS June 9, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Robert W McCormick Trust FBO funds
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