Nonprofit · EIN 55-6016455
EVAN G ROBERTS TR
Tax-exempt · MORGANTOWN, WV 26505
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $205,120 | $200,205 | $4,915 | $2,868,936 | $0 | $2,868,936 |
| December 31, 2024 | 990-PF | $151,804 | $221,648 | -$69,844 | $2,864,021 | $0 | $2,864,021 |
| December 31, 2023 | 990-PF | -$30,122 | $203,676 | -$233,798 | $2,933,865 | $0 | $2,933,865 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,374
- Dividends
- $75,621
- Interest
- $2,158
- Net gain from sales of assets
- $125,967
Expenses
- Grants and similar amounts paid
- $154,174
- Compensation of officers, directors and key employees
- $34,397
- Disbursements for charitable purposes
- $180,683
- Excise tax on investment income
- $2,597
Balance sheet and other
- Total assets, start of year
- $2,864,021
- Total assets, end of year
- $2,868,936
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,868,936
- Fair market value of assets
- $3,793,628
- Qualifying distributions
- $180,683
- Net investment income
- $203,746
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK 466 CHESTNUT RIDGE ROAD, Morgantown, WV 26505 | CO-TRUSTEE | 3 | $24,376 |
| Scot Martin Rogerson 942 S STREET NW, Washington, DC 20001 | CO-TRUSTEE | 0.2 | $10,021 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST 466 CHESTNUT RIDGE ROAD, Morgantown, WV 26505 | CO-TRUSTEE | 3 | $21,764 |
| Scot Martin Rogerson 942 S STREET NW, Washington, DC 20001 | CO-TRUSTEE | 0.2 | $5,693 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST 466 CHESTNUT RIDGE ROAD, Morgantown, WV 26505 | CO-TRUSTEE | 3 | $24,548 |
| Scot Martin Rogerson 942 S STREET NW, Washington, DC 20001 | CO-TRUSTEE | 0.2 | $8,122 |
Address and contacts
- Address (IRS master file)
- 466 CHESTNUT RIDGE RD, MORGANTOWN, WV 26505-2767
- In care of
- % PATRICIA L WATSON
- Signed the 990-PF
- PATRICIA L WATSON, SR VICE PRESIDENT
- Phone
- (304) 285-2361
- Return prepared by
- Herndon Morton Herndon Yaeger
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 55-6016455
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,868,936
- Income (IRS master file)
- $1,591,470
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $205,120 | $200,205 | $2,868,936 | IRS |
| 990-PF | December 2024 | $151,804 | $221,648 | $2,864,021 | XML |
| 990-PF | December 2023 | -$30,122 | $203,676 | $2,933,865 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 55-6016455).
Questions about EVAN G ROBERTS TR
- What is the EIN of EVAN G ROBERTS TR?
- The employer identification number (EIN) of EVAN G ROBERTS TR is 55-6016455.
- Is EVAN G ROBERTS TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to EVAN G ROBERTS TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EVAN G ROBERTS TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EVAN G ROBERTS TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EVAN G ROBERTS TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of EVAN G ROBERTS TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $24,376 (TRUIST BANK, CO-TRUSTEE).
- How much revenue does EVAN G ROBERTS TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $205,120, expenses of $200,205 and total assets of $2,868,936 at year end.
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