Robert W Mccormick Trust Fbo Jefferson High School

Byrer F Samuel Co Ttee

Charles Town, WV
Tax-exempt since April 1996
EIN: 55-6124577

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Public Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$140k (2025)

Expenses

$188k (2025)

Total Assets

$2.22M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

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 April
2025

Revenue

$139,939

Expenses

$187,721

Net Income

-$47,782

Net Assets

$2,218,875

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,028	1.4%
Dividends	$89,994	64.3%
Sales of Assets	$47,917	34.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,000	79.9%
Compensation of Officers*	$34,976	18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,218,875
Total Liabilities	$0
Net Assets	$2,218,875

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Charles Town (Trustee)	$27,976	$0
F Samuel Byrer (Trustee)	$7,000	$0

990-PF

Filed on June 14, 2025

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Fiscal Year Ending April
2024

Revenue

$99,016

Expenses

$186,341

Net Income

-$87,325

Net Assets

$2,266,657

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,863	1.9%
Dividends	$88,113	89.0%
Sales of Assets	$6,856	6.9%
Other Income	$2,184	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,000	80.5%
Compensation of Officers*	$33,535	18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,266,657
Total Liabilities	$0
Net Assets	$2,266,657

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Charles Town (Trustee)	$26,535	$0
F Samuel Byrer (Trustee)	$7,000	$0

990-PF

Filed on June 24, 2024

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Fiscal Year Ending April
2023

Revenue

-$12,811

Expenses

$194,953

Net Income

-$207,764

Net Assets

$2,353,982

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$622
Dividends	$64,290
Sales of Assets	-$77,723
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$153,588	78.8%
Compensation of Officers*	$33,580	17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,353,982
Total Liabilities	$0
Net Assets	$2,353,982

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Charles Town (Trustee)	$26,580	$0
F Samuel Byrer (Trustee)	$7,000	$0

990-PF

Filed on June 5, 2023

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Fiscal Year Ending April
2022

Revenue

$305,959

Expenses

$205,605

Net Income

$100,354

Net Assets

$2,561,746

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$54,567	17.8%
Sales of Assets	$251,382	82.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$165,366	80.4%
Compensation of Officers*	$36,731	17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,561,746
Total Liabilities	$0
Net Assets	$2,561,746

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Charles Town (Trustee)	$29,731	$0
F Samuel Byrer (Trustee)	$7,000	$0

990-PF

Filed on July 25, 2022

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Fiscal Year Ending April
2021

Revenue

$124,191

Expenses

$37,519

Net Income

$86,672

Net Assets

$2,461,391

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23	0.0%
Dividends	$66,055	53.2%
Sales of Assets	$58,113	46.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$35,553	94.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,461,392
Total Liabilities	$1
Net Assets	$2,461,391

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Charles Town (Trustee)	$28,553	$0
F Samuel Byrer (Trustee)	$7,000	$0

990-PF

Filed on June 4, 2021

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Fiscal Year Ending April
2020

Revenue

$81,531

Expenses

$192,667

Net Income

-$111,136

Net Assets

$2,374,720

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$590	0.7%
Dividends	$86,138	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,094	81.0%
Compensation of Officers*	$34,954	18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,478,133
Total Liabilities	$103,413
Net Assets	$2,374,720

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Charles Town (Trustee)	$27,954	$0
F Samuel Byrer (Trustee)	$7,000	$0

990-PF

Filed on June 15, 2020

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Fiscal Year Ending April
2019

Revenue

$112,119

Expenses

$194,139

Net Income

-$82,020

Net Assets

$2,485,856

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,282	1.1%
Dividends	$85,004	75.8%
Sales of Assets	$25,833	23.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$155,000	79.8%
Compensation of Officers*	$35,390	18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,485,856
Total Liabilities	$0
Net Assets	$2,485,856

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Charles Town (Trustee)	$28,390	$0
F Samuel Byrer (Trustee)	$7,000	$0

990-PF

Filed on May 29, 2019

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Fiscal Year Ending April
2018

Revenue

$206,571

Expenses

$328,437

Net Income

-$121,866

Net Assets

$2,567,876

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$377	0.2%
Dividends	$88,797	43.0%
Sales of Assets	$117,397	56.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$289,657	88.2%
Compensation of Officers*	$36,147	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,710,364
Total Liabilities	$142,488
Net Assets	$2,567,876

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Charles Town (Trustee)	$29,147	$0
F Samuel Byrer (Trustee)	$7,000	$0

990-PF

Filed on June 7, 2018

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Fiscal Year Ending April
2017

Revenue

$88,839

Expenses

$37,535

Net Income

$51,304

Net Assets

$2,689,742

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$150	0.2%
Dividends	$74,817	84.2%
Sales of Assets	$13,872	15.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$35,100	93.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,689,742
Total Liabilities	$0
Net Assets	$2,689,742

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Charles Town (Trustee)	$28,100	$0
F Samuel Byrer (Trustee)	$7,000	$0

990-PF

Filed on June 14, 2017

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Fiscal Year Ending April
2016

Revenue

$157,045

Expenses

$189,239

Net Income

-$32,194

Net Assets

$2,638,438

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$104	0.1%
Dividends	$77,828	49.6%
Sales of Assets	$76,170	48.5%
Other Income	$2,943	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,104	79.8%
Compensation of Officers*	$36,701	19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,642,653
Total Liabilities	$4,215
Net Assets	$2,638,438

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Charles Town (Trustee)	$27,951	$0
F Samuel Byrer (Trustee)	$8,750	$0

990-PF

Filed on June 10, 2016

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Fiscal Year Ending April
2015

Revenue

$200,720

Expenses

$207,751

Net Income

-$7,031

Net Assets

$2,670,632

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$90,842	45.3%
Sales of Assets	$109,873	54.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,744	75.4%
Compensation of Officers*	$36,883	17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,733,097
Total Liabilities	$62,465
Net Assets	$2,670,632

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Charles Town (Trustee)	$29,883	$0
F Samuel Byrer (Trustee)	$7,000	$0

990-PF

Filed on July 21, 2015

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Fiscal Year Ending April
2014

Revenue

$338,077

Expenses

$182,106

Net Income

$155,971

Net Assets

$2,677,663

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$74,250	22.0%
Sales of Assets	$263,824	78.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$141,585	77.7%
Compensation of Officers*	$36,277	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,677,663
Total Liabilities	$0
Net Assets	$2,677,663

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Charles Town (Trustee)	$29,277	$0
Bank Of Charles Town (Trustee)	$7,000	$0

990-PF

Filed on July 18, 2014

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Fiscal Year Ending April
2013

Revenue

$79,355

Expenses

$100,467

Net Income

-$21,112

Net Assets

$2,521,692

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$91,798	> 100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$12,443
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$33,861	33.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,521,692
Total Liabilities	$0
Net Assets	$2,521,692

990

Filed on Aug. 8, 2013

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Fiscal Year Ending April
2012

Revenue

$91,272

Expenses

$90,734

Net Income

$538

Net Assets

$2,542,804

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$95,146	> 100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$3,874
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$30,614	33.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,542,804
Total Liabilities	$0
Net Assets	$2,542,804

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.

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Updated March 23, 2026

Robert W Mccormick Trust Fbo Jefferson High School

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $140k (2025)

Expenses $188k (2025)

Total Assets $2.22M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending April 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$140k (2025)

Expenses

$188k (2025)

Total Assets

$2.22M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending April
2025

Fiscal Year Ending April
2024

Fiscal Year Ending April
2023

Fiscal Year Ending April
2022

Fiscal Year Ending April
2021

Fiscal Year Ending April
2020

Fiscal Year Ending April
2019

Fiscal Year Ending April
2018

Fiscal Year Ending April
2017

Fiscal Year Ending April
2016

Fiscal Year Ending April
2015

Fiscal Year Ending April
2014

Fiscal Year Ending April
2013

Fiscal Year Ending April
2012

Fiscal Year Ending April
2011

Fiscal Year Ending April
2010

Fiscal Year Ending April
2009

Fiscal Year Ending April
2008

Fiscal Year Ending April
2007

Fiscal Year Ending April
2006

Fiscal Year Ending April
2005

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2004

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2003

Fiscal Year Ending April
2002