Evan G Roberts Tr
- Assets
- $3.2m
- Revenue
- $399.2k
- Investments
- $3.0m
- Employees
- 0
- Location
- Morgantown, WV
- Founding
- 12/2000
- Data as of
- 12/2022
- EIN
- 55-6016455
Organization Overview
Evan G Roberts Tr is located in Morgantown, WV. The organization was established in 2000. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Evan G Roberts Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Evan G Roberts Tr generated $399.2k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 14.1% each year . All expenses for the organization totaled $163.0k during the year ending 12/2022. While expenses have increased by 2.2% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Evan G Roberts Tr has awarded 59 individual grants totaling $697,092. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Scot Martin Rogerson Co-Trustee | 0.2 | $13,821 | |
Truist Co-Trustee | 3 | $32,031 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $1,564 |
| Dividends & Interest | $63,184 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $334,450 |
| Capital Gain Net Income | $334,450 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $399,198 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $45,852 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $13 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $703 |
| Total operating and administrative expenses | $49,748 |
| Contributions, gifts, grants paid | $113,236 |
| Total expenses and disbursements | $162,984 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $6 |
| Savings and temporary cash investments | $135,185 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $3,167,663 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Evan G Roberts Tr has awarded $113,236 in support to 9 organizations.
| Grant Recipient | Amount |
|---|---|
MARSHALL COUNTY HISTORICAL SOCIETY PURPOSE: COCKAYNE HOUSE RENOVATION | $10,000 |
STRAND THEATRE PRESERVATION SOCIETY PURPOSE: CHILDRENS THEATRE PROGRAM | $4,752 |
MARSHALL CO SENIOR CITIZENS CENTER PURPOSE: NEW VAN | $12,800 |
SHERRARD MIDDLE SCHOOL PURPOSE: GYM SCOREBOARD | $16,000 |
GLEN DALE BOYS GIRLS BASEBALL PURPOSE: DUGOUT ROOFS | $6,944 |
FIRST PRESBY CHURCH OF MOUNDSVILLE PURPOSE: EDUCATION WING | $12,740 |