Nonprofit · EIN 55-6035777
ARMSTRONG ROBERTSON MATTHEWS MEMORIAL FUND
Tax-exempt · BLUEFIELD, WV 24701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $70,487 | $81,005 | -$10,518 | $690,803 | $0 | $690,803 |
| December 31, 2024 | 990-PF | $85,286 | $75,097 | $10,189 | $701,321 | $0 | $701,321 |
| December 31, 2023 | 990-PF | $74,556 | $77,762 | -$3,206 | $691,132 | $0 | $691,132 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $32,426
- Net gain from sales of assets
- $37,412
- Other income
- $649
Expenses
- Grants and similar amounts paid
- $66,594
- Compensation of officers, directors and key employees
- $11,361
- Disbursements for charitable purposes
- $66,594
- Excise tax on investment income
- $813
Balance sheet and other
- Total assets, start of year
- $701,321
- Total assets, end of year
- $690,803
- Total liabilities, end of year
- $0
- Net assets, end of year
- $690,803
- Fair market value of assets
- $1,458,869
- Qualifying distributions
- $66,594
- Net investment income
- $70,487
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 |
|---|---|---|---|
| BURKE HERBERT BANK TRUST CO 525 FEDERAL STREET, BLUEFIELD, WV 24701 | TRUSTEE | 0.5 | $0 |
| JULIE H JOHNSON 2613 BLAND ST, BLUEFIELD, WV 24701 | PRESIDENT/TREASURER | 0.5 | $0 |
| JOHN SHOTT 525 FEDERAL STREET, BLUEFIELD, WV 24701 | VP/SECRETARY | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BURKE HERBERT BANK TRUST CO 525 FEDERAL STREET, BLUEFIELD, WV 24701 | TRUSTEE | 1 | $0 |
| JULIE H JOHNSON 2613 BLAND ST, BLUEFIELD, WV 24701 | PRESIDENT | 1 | $0 |
| JOHN SHOTT 525 FEDERAL STREET, BLUEFIELD, WV 24701 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUMMIT COMMUNITY BANK 525 FEDERAL STREET, BLUEFIELD, WV 24701 | TRUSTEE | 1 | $10,315 |
| JULIE H JOHNSON 525 FEDERAL STREET, BLUEFIELD, WV 24701 | TREASURER | 1 | $0 |
| FRANK W WILKINSON 525 FEDERAL STREET, BLUEFIELD, WV 24701 | PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1559, BLUEFIELD, WV 24701-1559
- In care of
- % FIRST NATIONAL BANK
- Signed the 990-PF
- JULIE H JOHNSON, PRESIDENT
- Phone
- (304) 324-3236
- Return prepared by
- BROWN EDWARDS & COMPANY LLP
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
- 55-6035777
- 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
- 1967
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $690,803
- Income (IRS master file)
- $75,471
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $70,487 | $81,005 | $690,803 | IRS |
| 990-PF | December 2024 | $85,286 | $75,097 | $701,321 | IRS |
| 990-PF | December 2023 | $74,556 | $77,762 | $691,132 | 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 55-6035777).
Questions about ARMSTRONG ROBERTSON MATTHEWS MEMORIAL FUND
- What is the EIN of ARMSTRONG ROBERTSON MATTHEWS MEMORIAL FUND?
- The employer identification number (EIN) of ARMSTRONG ROBERTSON MATTHEWS MEMORIAL FUND is 55-6035777.
- Is ARMSTRONG ROBERTSON MATTHEWS MEMORIAL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to ARMSTRONG ROBERTSON MATTHEWS MEMORIAL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ARMSTRONG ROBERTSON MATTHEWS MEMORIAL FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ARMSTRONG ROBERTSON MATTHEWS MEMORIAL FUND 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 ARMSTRONG ROBERTSON MATTHEWS MEMORIAL FUND 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 ARMSTRONG ROBERTSON MATTHEWS MEMORIAL FUND?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ARMSTRONG ROBERTSON MATTHEWS MEMORIAL FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $70,487, expenses of $81,005 and total assets of $690,803 at year end.
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