Nonprofit · EIN 55-6124577
ROBERT W MCCORMICK TRUST FBO JEFFERSON HIGH SCHOOL
Also known as BYRER F SAMUEL CO TTEE
Tax-exempt · CHARLES TOWN, WV 25414
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $148,077 | $189,901 | -$41,824 | $2,177,051 | $0 | $2,177,051 |
| April 30, 2025 | 990-PF | $139,939 | $187,721 | -$47,782 | $2,218,875 | $0 | $2,218,875 |
| April 30, 2024 | 990-PF | $99,016 | $186,341 | -$87,325 | $2,266,657 | $0 | $2,266,657 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $92,078
- Interest
- $1,562
- Net gain from sales of assets
- $54,437
Expenses
- Grants and similar amounts paid
- $148,495
- Compensation of officers, directors and key employees
- $38,255
- Disbursements for charitable purposes
- $148,495
- Excise tax on investment income
- $1,508
Balance sheet and other
- Total assets, start of year
- $2,218,875
- Total assets, end of year
- $2,177,051
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,177,051
- Fair market value of assets
- $3,205,153
- Qualifying distributions
- $148,495
- Net investment income
- $148,077
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 April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| POTOMAC BANK 111 E WASHINGTON ST, CHARLES TOWN, WV 25414 | TRUSTEE | 3 | $31,255 |
| F SAMUEL BYRER 115 E WASHINGTON ST, CHARLES TOWN, WV 25414 | TRUSTEE | 1.5 | $7,000 |
990-PF for the year ended April 30, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF CHARLES TOWN 111 E WASHINGTON ST, CHARLES TOWN, WV 25414 | TRUSTEE | 3 | $27,976 |
| F SAMUEL BYRER 115 E WASHINGTON ST, CHARLES TOWN, WV 25414 | TRUSTEE | 1.5 | $7,000 |
990-PF for the year ended April 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF CHARLES TOWN 111 E WASHINGTON ST, CHARLES TOWN, WV 25414 | TRUSTEE | 3 | $26,535 |
| F SAMUEL BYRER 115 E WASHINGTON ST, CHARLES TOWN, WV 25414 | TRUSTEE | 1.5 | $7,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 40, CHARLES TOWN, WV 25414-0040
- In care of
- % BANK OF CHARLES TOWN CO-TRUSTEE
- Signed the 990-PF
- POTOMAC BANK, TRUSTEE
- Phone
- (304) 728-2435
- Return prepared by
- JACKSON KELLY PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 55-6124577
- 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
- 1996
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30I)
- Assets (IRS master file)
- $2,177,051
- Income (IRS master file)
- $184,869
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $148,077 | $189,901 | $2,177,051 | XML |
| 990-PF | April 2025 | $139,939 | $187,721 | $2,218,875 | XML |
| 990-PF | April 2024 | $99,016 | $186,341 | $2,266,657 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 2019 | – | – | – | 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 55-6124577).
Questions about ROBERT W MCCORMICK TRUST FBO JEFFERSON HIGH SCHOOL
- What is the EIN of ROBERT W MCCORMICK TRUST FBO JEFFERSON HIGH SCHOOL?
- The employer identification number (EIN) of ROBERT W MCCORMICK TRUST FBO JEFFERSON HIGH SCHOOL is 55-6124577.
- Is ROBERT W MCCORMICK TRUST FBO JEFFERSON HIGH SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to ROBERT W MCCORMICK TRUST FBO JEFFERSON HIGH SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT W MCCORMICK TRUST FBO JEFFERSON HIGH SCHOOL file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT W MCCORMICK TRUST FBO JEFFERSON HIGH SCHOOL due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT W MCCORMICK TRUST FBO JEFFERSON HIGH SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of ROBERT W MCCORMICK TRUST FBO JEFFERSON HIGH SCHOOL?
- The 990-PF for the year ended April 30, 2026 lists 2 people; 2 received compensation from the organization, the highest $31,255 (POTOMAC BANK, TRUSTEE).
- How much revenue does ROBERT W MCCORMICK TRUST FBO JEFFERSON HIGH SCHOOL have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $148,077, expenses of $189,901 and total assets of $2,177,051 at year end.
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