Evan G Roberts Tr

Morgantown, WV
Tax-exempt since Dec. 2000
EIN: 55-6016455

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$152k (2024)

Expenses

$222k (2024)

Total Assets

$2.86M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$151,804

Expenses

$221,648

Net Income

-$69,844

Net Assets

$2,864,021

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$14,675	9.7%
Interest Revenue	$3,499	2.3%
Dividends	$71,080	46.8%
Sales of Assets	$62,550	41.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$191,542	86.4%
Compensation of Officers*	$27,457	12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,864,021
Total Liabilities	$0
Net Assets	$2,864,021

Compensation

Key Employees and Officers	Compensation	Other
Truist (Co Trustee)	$21,764	$0
Scot Martin Rogerson (Co Trustee)	$5,693	$0

990-PF

Filed on April 23, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

-$30,122

Expenses

$203,676

Net Income

-$233,798

Net Assets

$2,933,865

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,628
Dividends	$65,570
Sales of Assets	-$99,320
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$175,583	86.2%
Compensation of Officers*	$32,670	16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,933,865
Total Liabilities	$0
Net Assets	$2,933,865

Compensation

Key Employees and Officers	Compensation	Other
Truist (Co Trustee)	$24,548	$0
Scot Martin Rogerson (Co Trustee)	$8,122	$0

990-PF

Filed on May 7, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$399,198

Expenses

$162,984

Net Income

$236,214

Net Assets

$3,167,663

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,564	0.4%
Dividends	$63,184	15.8%
Sales of Assets	$334,450	83.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,602	89.9%
Compensation of Officers*	$45,852	28.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,167,663
Total Liabilities	$0
Net Assets	$3,167,663

Compensation

Key Employees and Officers	Compensation	Other
Truist (Co Trustee)	$32,031	$0
Scot Martin Rogerson (Co Trustee)	$13,821	$0

990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$84,603

Expenses

$209,605

Net Income

-$125,002

Net Assets

$2,932,136

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18	0.0%
Dividends	$57,059	67.4%
Sales of Assets	$27,526	32.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$181,207	86.5%
Compensation of Officers*	$49,056	23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,932,136
Total Liabilities	$0
Net Assets	$2,932,136

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking Trust Co (Co Trustee)	$37,307	$0
Scot Martin Rogerson (Co Trustee)	$11,749	$0

990-PF

Filed on May 13, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$341,797

Expenses

$160,598

Net Income

$181,199

Net Assets

$3,057,137

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,331	0.4%
Dividends	$56,104	16.4%
Sales of Assets	$284,362	83.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$145,177	90.4%
Compensation of Officers*	$41,097	25.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,057,138
Total Liabilities	$1
Net Assets	$3,057,137

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking Trust Co (Co Trustee)	$30,800	$0
Scot Martin Rogerson (Co Trustee)	$10,297	$0

990-PF

Filed on May 17, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$132,980

Expenses

$155,437

Net Income

-$22,457

Net Assets

$2,875,938

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,254	3.2%
Dividends	$76,910	57.8%
Sales of Assets	$51,816	39.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,142	85.7%
Compensation of Officers*	$38,963	25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,875,939
Total Liabilities	$1
Net Assets	$2,875,938

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking Trust Co (Co Trustee)	$29,295	$0
Scot Martin Rogerson (Co Trustee)	$9,668	$0

990-PF

Filed on July 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$281,706

Expenses

$151,499

Net Income

$130,207

Net Assets

$2,898,396

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,443	0.9%
Dividends	$63,436	22.5%
Sales of Assets	$215,827	76.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,239	87.9%
Compensation of Officers*	$40,311	26.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,898,396
Total Liabilities	$0
Net Assets	$2,898,396

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking Trust Co (Co Trustee)	$30,153	$0
David C Rogerson (Co Trustee)	$10,158	$0

990-PF

Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$318,622

Expenses

$161,526

Net Income

$157,096

Net Assets

$2,768,189

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$738	0.2%
Dividends	$57,195	18.0%
Sales of Assets	$260,689	81.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$144,702	89.6%
Compensation of Officers*	$38,431	23.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,768,189
Total Liabilities	$0
Net Assets	$2,768,189

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking Trust Co (Co Trustee)	$29,032	$0
David C Rogerson (Co Trustee)	$9,399	$0

990-PF

Filed on May 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$158,287

Expenses

$139,929

Net Income

$18,358

Net Assets

$2,611,093

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$631	0.4%
Dividends	$55,719	35.2%
Sales of Assets	$101,937	64.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,478	86.1%
Compensation of Officers*	$34,991	25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,611,093
Total Liabilities	$0
Net Assets	$2,611,093

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking Trust Co (Co Trustee)	$26,199	$0
David C Rogerson (Co Trustee)	$8,792	$0

990-PF

Filed on May 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$188,791

Expenses

$117,678

Net Income

$71,113

Net Assets

$2,592,735

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$89	0.0%
Dividends	$58,540	31.0%
Sales of Assets	$130,162	68.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,270	86.9%
Compensation of Officers*	$38,526	32.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,592,735
Total Liabilities	$0
Net Assets	$2,592,735

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking Trust Co (Co Trustee)	$28,781	$0
David C Rogerson (Co Trustee)	$9,745	$0

990-PF

Filed on May 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$133,874

Expenses

$208,238

Net Income

-$74,364

Net Assets

$2,521,622

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$32	0.0%
Dividends	$62,517	46.7%
Sales of Assets	$71,325	53.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$192,159	92.3%
Compensation of Officers*	$41,877	20.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,521,622
Total Liabilities	$0
Net Assets	$2,521,622

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking Trust Co (Co Trustee)	$29,575	$0
David C Rogerson (Co Trustee)	$12,302	$0

990-PF

Filed on May 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$165,034

Expenses

$163,674

Net Income

$1,360

Net Assets

$2,595,986

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$85	0.1%
Dividends	$57,722	35.0%
Sales of Assets	$107,227	65.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$144,540	88.3%
Compensation of Officers*	$36,462	22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,595,986
Total Liabilities	$0
Net Assets	$2,595,986

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking Trust Co (Co Trustee)	$29,258	$0
David C Rogerson (Co Trustee)	$7,204	$0

990-PF

Filed on May 6, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$200,135

Expenses

$138,377

Net Income

$61,758

Net Assets

$2,594,625

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$230	0.1%
Interest Revenue	$11	0.0%
Dividends	$69,314	34.6%
Sales of Assets	$130,580	65.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$116,286	84.0%
Compensation of Officers*	$37,586	27.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,594,626
Total Liabilities	$1
Net Assets	$2,594,625

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$206,354

Expenses

$118,004

Net Income

$88,350

Net Assets

$2,532,892

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$19	0.0%
Dividends	$65,093	31.5%
Sales of Assets	$141,242	68.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,624	86.1%
Compensation of Officers*	$40,492	34.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,532,893
Total Liabilities	$1
Net Assets	$2,532,892

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

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Updated January 26, 2026

Evan G Roberts Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $152k (2024)

Expenses $222k (2024)

Total Assets $2.86M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$152k (2024)

Expenses

$222k (2024)

Total Assets

$2.86M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

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2002

Fiscal Year Ending Dec.
2001