Nonprofit · EIN 55-0734149
ROBERT W MCCORMICK SCHOLARSHIP FUND TRUST
Also known as BYRER F SAMUEL CO TTEE
Tax-exempt · CHARLES TOWN, WV 25414
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $110,330 | $168,475 | -$58,145 | $1,811,684 | $0 | $1,811,684 |
| April 30, 2025 | 990-PF | $120,665 | $126,802 | -$6,137 | $1,869,829 | $0 | $1,869,829 |
| April 30, 2024 | 990-PF | $111,102 | $173,361 | -$62,259 | $1,875,966 | $0 | $1,875,966 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $72,061
- Interest
- $2,059
- Net gain from sales of assets
- $36,210
Expenses
- Grants and similar amounts paid
- $124,439
- Compensation of officers, directors and key employees
- $41,083
- Disbursements for charitable purposes
- $124,439
- Excise tax on investment income
- $933
Balance sheet and other
- Total assets, start of year
- $1,869,829
- Total assets, end of year
- $1,811,684
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,811,684
- Fair market value of assets
- $2,628,259
- Qualifying distributions
- $124,439
- Net investment income
- $110,330
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| POTOMAC BANK 111 E WASHINGTON ST, CHARLES TOWN, WV 25414 | CO-TRUSTEE | 5 | $27,083 |
| F SAMUEL BYRER 115 E WASHINGTON ST, CHARLES TOWN, WV 25414 | CO-TRUSTEE | 1.5 | $14,000 |
990-PF for the year ended April 30, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF CHARLES TOWN 111 E WASHINGTON ST, CHARLES TOWN, WV 25414 | CO-TRUSTEE | 5 | $24,307 |
| F SAMUEL BYRER 115 E WASHINGTON ST, CHARLES TOWN, WV 25414 | CO-TRUSTEE | 1.5 | $14,000 |
990-PF for the year ended April 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF CHARLES TOWN 111 E WASHINGTON ST, CHARLES TOWN, WV 25414 | CO-TRUSTEE | 5 | $23,034 |
| F SAMUEL BYRER 115 E WASHINGTON ST, CHARLES TOWN, WV 25414 | CO-TRUSTEE | 1.5 | $14,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 40, CHARLES TOWN, WV 25414-0040
- In care of
- % BANK OF CHARLES TOWN CO TTEE
- Signed the 990-PF
- POTOMAC BANK, CO-TRUSTEE
- Phone
- (304) 728-2435
- Return prepared by
- JACKSON KELLY PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 55-0734149
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1996
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $1,811,684
- Income (IRS master file)
- $156,223
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $110,330 | $168,475 | $1,811,684 | XML |
| 990-PF | April 2025 | $120,665 | $126,802 | $1,869,829 | XML |
| 990-PF | April 2024 | $111,102 | $173,361 | $1,875,966 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 55-0734149).
Questions about ROBERT W MCCORMICK SCHOLARSHIP FUND TRUST
- What is the EIN of ROBERT W MCCORMICK SCHOLARSHIP FUND TRUST?
- The employer identification number (EIN) of ROBERT W MCCORMICK SCHOLARSHIP FUND TRUST is 55-0734149.
- Is ROBERT W MCCORMICK SCHOLARSHIP FUND TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to ROBERT W MCCORMICK SCHOLARSHIP FUND TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT W MCCORMICK SCHOLARSHIP FUND TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT W MCCORMICK SCHOLARSHIP FUND TRUST due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT W MCCORMICK SCHOLARSHIP FUND TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of ROBERT W MCCORMICK SCHOLARSHIP FUND TRUST?
- The 990-PF for the year ended April 30, 2026 lists 2 people; 2 received compensation from the organization, the highest $27,083 (POTOMAC BANK, CO-TRUSTEE).
- How much revenue does ROBERT W MCCORMICK SCHOLARSHIP FUND TRUST have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $110,330, expenses of $168,475 and total assets of $1,811,684 at year end.
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