The West Virginia State Capitol

Form 990-PFTax year 2025EIN 55-6016455

Evan G Roberts Charitable Trust

A private foundation in Morgantown, WV. Its return for tax year 2025 lists 11 grants and $154,175 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Patricia L Watson Sr Vice Preside
Truist Wealth 446 Chestnut Ridge Rd
Morgantown, WV 26505
(304) 285-2361
[email protected]
Form and materials
Contact Patricia L Watson for Application form
Deadlines
None
Restrictions
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 501C and described in section 170c of the Internal Revenue Code

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $154,175

    Grants listed
    11
    Assets, end of year
    $2,868,936
  • Tax year 2024

    $169,718

    Grants listed
    12
    Assets, end of year
    $2,864,021
  • Tax year 2023

    $147,164

    Grants listed
    11
    Assets, end of year
    $2,933,865
  • Tax year 2022

    $113,236

    Grants listed
    9
    Assets, end of year
    $3,167,663
  • Tax year 2021

    $147,524

    Grants listed
    10
    Assets, end of year
    $2,932,136
  • Tax year 2020

    $116,730

    Grants listed
    11
    Assets, end of year
    $3,057,138
  • Tax year 2019

    $106,226

    Grants listed
    11
    Assets, end of year
    $2,875,939
  • Tax year 2018

    $105,469

    Grants listed
    10
    Assets, end of year
    $2,898,396

Grants paid in 2025

11 grants, largest first

As listed on the return. Grants to individuals show as “Individual”, with purpose and amount only.

  1. Marshall County SchoolsMoundsville, WV

    Cameron HS Batting Cage

    $24,000
  2. Marshall County Historical SocietyMoundsville, WV

    Bloyd house

    $21,900
  3. Marshall County Animal RescueMoundsville, WV

    Intake Room

    $20,000
  4. Marshall County SchoolMoundsville, WV

    Drumline equipment

    $19,813
  5. Strand Theatre Preservation SocietyMoundsville, WV

    General Purposes

    $16,070
  6. Marshall County SchoolsMoundsville, WV

    Moundsville Middle Band Instruments

    $15,776
  7. First Presby Church of MoundsvilleGlen Dale, WV

    General Purposes

    $15,636
  8. Individual

    Summer Reading Program

    $9,060
  9. Shepherds Pantry in Marshall CountyMoundsville, WV

    Food Pantry

    $4,800
  10. Individual

    General purposes

    $4,000
  11. Ladies League of Marshall CountyMcMechen, WV

    The cinderella project

    $3,120

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Arts and culture2 grants $37,97092% of the total
  2. Philanthropy and grantmaking1 grant $3,1208% of the total

By State

Grants to organizations with a US address, latest year.

  1. West Virginia9 grants $141,115

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Scot Martin RogersonCO-TRUSTEE Hours 0.2Pay $10,021
  • Truist BankCO-TRUSTEE Hours 3Pay $24,376

The return

More foundations

Similar foundations

Same main cause (arts and culture), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Karl and Mildred Niekamp Charitable FoundationWheeling, WV 10 grants Accepts applications $175,000 giving
  2. Sacred Heart Childrens Center IncClarksburg, WV 53 grants Accepts applications $132,850 giving
  3. Henry Logan Children's Home IncParkersburg, WV 12 grants Accepts applications $190,993 giving
  4. Dourif Foundation R72832000Huntington, WV 2 grants Preselected only $116,461 giving
  5. Rufus Switzer Trust R72841001 Co City National BankHuntington, WV 3 grants Preselected only $206,008 giving