Evan G Roberts Trust is a private trust based in MORGANTOWN, WV. The foundation received its IRS ruling in 2000. The principal officer is % Patricia L Watson. It holds total assets of $2.9M. Annual income is reported at $331K. According to available records, Evan G Roberts Trust has made 41 grants totaling $525K, with a median grant of $12K. Annual giving has grown from $117K in 2020 to $147K in 2023. Grantmaking activity was highest in 2021 with $148K distributed across 10 grants. Individual grants have ranged from $1K to $42K, with an average award of $13K. The foundation has supported 28 unique organizations. Grant recipients are concentrated in West Virginia. Contributions to this foundation are tax-deductible.
Evan G Roberts Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 41 grants. Its grantmaking reaches organizations primarily in WV.
Evan G Roberts Trust has distributed a total of $525K across 41 grants. The median grant size is $12K, with an average of $13K. Individual grants have ranged from $1K to $42K.
ALL DISTRIBUTIONS FROM THE EVAN G. ROBERTS CHARITABLE TRUST MUST BE TO WELL ESTABLISHED CHARITABLE, RELIGIOUS OR EDUCATIONAL INSTITUTIONS, LOCATED WITHIN MARSHALL COUNTY, WEST VIRGINIA, WHICH ARE EXEMPT FROM TAXATION UNDER SECTION 501(C), AND DESCRIBED IN SECTION 170(C) OF THE INTERNAL REVENUE CODE.
Evan G Roberts Trust is headquartered in MORGANTOWN, WV.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Truist | CO-TRUSTEE | $32K | $0 | $32K |
| Scot Martin Rogerson | CO-TRUSTEE | $14K | $0 | $14K |
Total Giving
$204K
Total Assets
$2.9M
Fair Market Value
$3.3M
Net Worth
$2.9M
Grants Paid
$147K
Contributions
$0
Net Investment Income
$57K
Distribution Amount
$153K
Total: $2.9M
Total Grants
41
Total Giving
$525K
Average Grant
$13K
Median Grant
$12K
Unique Recipients
28
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| First Presbyterian ChurchMAINTENANCE CHRISTIAN EDUCATIONAL WING / REPLACE FRONT DOORS | Moundsville, WV | $20K | 2021 |
| Marshall County SchoolsLacrosse helmets scoreboards and drums | Moundsville, WV | $41K | 2023 |
| Marshall County Animal RescueGENERAL PURPOSES | Moundsville, WV | $24K | 2023 |
| City Of Moundsville ParksrecreatnNatl Fitness Campaign | Moundsville, WV | $20K | 2023 |
| Haven Maternity HomeSPRINKLER SYSTEM |
| 2018 | 990PF | View |
| 2017 | 990PF | View |
| 2016 | 990PF | View |
| Moundsville, WV |
| $15K |
| 2023 |
| First Presby Church Of MoundsvilleEDUCATION WING | Moundsville, WV | $13K | 2023 |
| Marshall County FairgroundsFAIRGROUND ARENA | Moundsville, WV | $10K | 2023 |
| Moundsville Marshall Cty Pub LibryGeneral Purposes | Moundsville, WV | $8K | 2023 |
| Glen Dale Boys Girls BaseballGeneral Purposes | Glen Dale, WV | $7K | 2023 |
| Strand Theatre Preservation SocietyGeneral Purposes | Moundsville, WV | $6K | 2023 |
| Feeding Body And Soul Food PantryGENERAL PURPOSES | Moundsville, WV | $2K | 2023 |
| Marshall County Ladies LeagueCINDERELLA PROJECT | Mcmechen, WV | $1K | 2023 |
| Marshall County Parks And RecGENERAL PURPOSES | Moundsville, WV | $18K | 2022 |
| Sherrard Middle SchoolGYM SCOREBOARD | Wheeling, WV | $16K | 2022 |
| Marshall Co Senior Citizens CenterNEW VAN | Moundsville, WV | $13K | 2022 |
| Marshall County Historical SocietyCOCKAYNE HOUSE RENOVATION | Moundsville, WV | $10K | 2022 |
| Simpson United Methodist ChurchNEW VAN | Wheeling, WV | $42K | 2021 |
| Marshall County Rescue LeagueGENERAL PURPOSES | Moundsville, WV | $20K | 2021 |
| Marshall County Board Of EducationCAMERON HIGH SCHOOL - GENERAL PURPOSES | Moundsville, WV | $16K | 2021 |
| Marshall County Animal ShelterSPAY/NEUTER ASSISTANCE | Moundsville, WV | $13K | 2021 |
| Glen Dale B & G Ball IncGENERAL PURPOSES | Glen Dale, WV | $12K | 2021 |
| City Of Moundsville2 NEW SCOREBOARDS | Moundsville, WV | $12K | 2021 |
| Ohio Valley Soap Box DerbyCARS FOR SPECIAL NEEDS CHILDREN | Glen Dale, WV | $2K | 2021 |
| House Of The Carpenter IiWALK-IN FREEZER | Moundsville, WV | $25K | 2020 |
| Central Elemetary School1ST QTR PHASE ONE PLAYGROUND SAFETY PROJECT | Moundsville, WV | $20K | 2020 |
| Cameron High SchoolNEW SCOREBOARDS FOR MAIN GYM | Cameron, WV | $10K | 2020 |
| Blue And Gold Christian CenterFOOD AND SUPPLIES | Cameron, WV | $8K | 2020 |
| Moundsville-Marshall Co Public Library2020 SUMMER READING PROGRAM AND SHELVING FOR CHILDREN'S DEPT | Moundsville, WV | $8K | 2020 |
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