Robert W Mccormick Trust Fbo | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Robert W Mccormick Trust Fbo. Data shown is extracted from Form 990-PF filings.

EIN: 55-6124577

Foundation Overview

Based in Charles Town, WV, Robert W Mccormick Trust Fbo has awarded 10 grants totaling $1,670,787 to organizations in West Virginia. Individual grants range from $150,000 to $289,657, with a median award of $153,588.

Latest Tax Year
2024
Total Giving (all years)
$1,670,787
Total Assets
$2,969,901
Median Grant (all grants)
$153,588

Latest Form 990-PF Snapshot

Total Grants
2
Median Grant
$150,000
% No Significant Change
0% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
West Virginia

100% of all grants are concentrated in West Virginia, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within West Virginia, funding concentrates in Charles Town (100%).

Funding Trajectory
-48%

Declining funding trend with 48% decrease over 7 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
Education

Highly focused on education with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Robert W Mccormick Trust Fbo's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Jefferson Co Wv Bd Of Education $150,000 Charles Town, WV, US Supplement High School Educ Programs 2024
Jefferson Co Wv Bd Of Education $150,000 Charles Town, WV, US Supplement High School Educ Programs 2024
Jefferson Co Wv Bd Of Education $150,000 Charles Town, WV, US Supplement High School Educ Programs 2023
Jefferson Co Wv Bd Of Education $150,000 Charles Town, WV, US Supplement High School Educ Programs 2023
Jefferson Co Wv Bd Of Education $153,588 Charles Town, WV, US Supplement High School Educ Programs 2022
Jefferson Co Wv Bd Of Education $153,588 Charles Town, WV, US Supplement High School Educ Programs 2022
Jefferson Co Wv Bd Of Education $153,588 Charles Town, WV, US Supplement High School Educ Programs 2022
Jefferson Co Wv Bd Of Education $165,366 Charles Town, WV, US Supplement High School Educ Programs 2021
Jefferson County Wv Board Of Education $155,000 Charles Town, WV, US The Purpose Is To Provide Educational Programs Not Otherwise Funded By Public Sources At Jefferson High School, Such As Educational Trips, Additional Equipment And Supplies, Lectures And Symposiums, And Other Enrichment Programs At The High School. The Trust Is Required By The Terms Of Its Governing Instrument To Pay All Of Its Net Income To The Jefferson County, West Virginia Board Of Education, To Be Used Exclusively For Jefferson High School For Its Educational Purposes. The Trust Converted From A Public Charity To A Private Foundation As Of May 1, 2013, And It Is Paying The Required Distributable Amounts To The Jefferson County Board Of Education. 2018
Jefferson County Wv Board Of Education $289,657 Charles Town, WV, US The Purpose Is To Provide Educational Programs Not Otherwise Funded By Public Sources At Jefferson High School, Such As Educational Trips, Additional Equipment And Supplies, Lectures And Symposiums, And Other Enrichment Programs At The High School. The Trust Is Required By The Terms Of Its Governing Instrument To Pay All Of Its Net Income To The Jefferson County, West Virginia Board Of Education, To Be Used Exclusively For Jefferson High School For Its Educational Purposes. The Trust Converted From A Public Charity To A Private Foundation As Of May 1, 2013, And It Is Paying The Required Distributable Amounts To The Jefferson County Board Of Education. 2017

Foundations Similar to Robert W Mccormick Trust Fbo

Discover 5 foundations with comparable assets ($2,575,068-$3,284,841), similar grant patterns, and geographic focus in WV that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 55-6124578 | 12 grants awarded
$2,869,585
(≈ Similar)
$137,887
median grant
Charles Town, WV
Same state
98%
Excellent match

EIN: 55-6138362 | 7 grants awarded
$3,158,605
(≈ Similar)
$161,610
median grant
Charleston, WV
Same state
97%
Excellent match

EIN: 20-2120645 | 18 grants awarded
$3,284,841
(≈ Similar)
$79,992
median grant
Charles Town, WV
Same state
95%
Excellent match

EIN: 55-6138361 | 7 grants awarded
$2,599,000
(≈ Similar)
$136,579
median grant
Charleston, WV
Same state
94%
Excellent match

EIN: 55-6180023 | 9 grants awarded
$2,575,068
(≈ Similar)
$105,000
median grant
Wheeling, WV
Same state
93%
Excellent match

Contact Information

Official contact details for Robert W Mccormick Trust Fbo as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 55-6124577
Website N/A
Address PO BOX 40 Charles Town, WV 25414-0040

Key People (2)

Board members, trustees, and key staff who oversee Robert W Mccormick Trust Fbo's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee
Trustee F Samuel Byrer

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Robert W Mccormick Trust Fbo is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.