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Evan G Roberts Charitable Trust at a glance

· Private foundation

Evan G Roberts Charitable Trust

Its FY2025 filing reports that it accepted unsolicited grant applications.

$154k
Granted FY2025still arriving
11
Grants FY2025still arriving
1
States reached
$24k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Education$325kRecreation & Sports$207kReligion$194kArts & Culture$150kAnimals$143kHuman Services$95kFood & Nutrition$37kYouth Development$16kOther$0
02FY2025 · 11 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k4 grants · $21k
  • $10k–50k7 grants · $133k
$15,776
Median grant
1
States reached
$2.9M
Total assets
Largest grants
RecipientAmount
MARSHALL COUNTY SCHOOLS$24,000
MARSHALL COUNTY HISTORICAL SOCIETY$21,900
MARSHALL COUNTY ANIMAL RESCUE$20,000
MARSHALL COUNTY SCHOOL$19,813
STRAND THEATRE PRESERVATION SOCIETY$16,070
MARSHALL COUNTY SCHOOLS$15,776
FIRST PRESBY CHURCH OF MOUNDSVILLE$15,636
MOUNDSVILLE MARSHALL CTY PUB LIBRY$9,060
SHEPHERDS PANTRY IN MARSHALL COUNTY$4,800
MOUNDSVILLE VETERAN HONORS GUARD$4,000
LADIES LEAGUE OF MARSHALL COUNTY$3,120
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–24, $76k) land where the poverty rate runs at 18%, against an area that typically sits at 15%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 15%BLUE AND GOLD CHRISTIAN CENTER: $8k → 18%BLUE AND GOLD CHRISTIAN CENTER: $8k → 18%BLUE AND GOLD CHRISTIAN CENTER: $8k → 18%BLUE AND GOLD CHRISTIAN CENTER: $5k → 18%HAVEN MATERNITY HOME: $31k → 18%HAVEN MATERNITY HOME: $15k → 18%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

78%of every dollar goes to organizations it has funded before.
$920k · 20 repeat orgs$258k to everyone else

Grantees it renews have grown median revenue +154% since the first grant, against +33% for those funded once.

20 repeat relationships: 8 still active in FY2025, 12 since wound down; 2 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

20
17

Total granted

$920k
$235k

Median revenue growth · since first grant

+154%
+33%

Still filing today

30%
6%

New vs renewed · share of each year

In FY2025, 85% of grant dollars renewed an existing relationship; $23k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
Arts & CultureHuman ServicesRecreation & SportsAnimalsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • ST
    Strand Theatre Preservation Society Inc
    8× · 2017–2025 · $60k · revenue +328%
  • HM
    HAVEN MATERNITY HOME
    2× · 2023–2024 · $46k · revenue +154% · 28% of their budget
  • MC
    MARSHALL COUNTY HISTORICAL SOCIETY INC
    3× · 2017–2025 · $41k · revenue +116%

Funded once

  • MC
    MARSHALL COUNTY PARK & RECREATION BOARD
    one grant, 2017 · $30k
  • HO
    HOUSE OF THE CARPENTER II
    one grant, 2020 · $25k
  • GD
    GLEN DALE ELEMENTARY SCHOOL
    one grant, 2018 · $22k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field
04the grantee network

7 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 7 of the 39 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

2
Load-bearing (≥25% of a budget)
5
Early backer (in before they grew)
7/7
Grantees still filing
6/7
Grew since first funded

Where the money sits, by cause and then by grantee

Marshall County Board of Education: $236,707 · OtherMarshall County Board of EducationFIRST PRESBYTERIAN CHURCH: $75,561 · OtherFIRST PRESBYTERIAN CHURCHMARSHALL COUNTY ANIMAL RESCUE: $72,800 · OtherMARSHALL COUNTY ANIMAL RESCUESIMPSON UNITED METHODIST CHURCH: $60,355 · OtherSIMPSON UNITED METHODIST CHURCHFIRST PRESBY CHURCH OF MOUNDSVILLE: $54,791 · OtherFIRST PRESBY CHURCH OF MOUNDSVILLECITY OF MOUNDSVILLE PARKSRECREATN: $36,000 · OtherMOUNDSVILLE-MARSHALL CO PUBLIC LIBRARY: $35,660 · Other+26 more: $362,796 · Other+26 moreStrand Theatre Preservation Society Inc: $60,377 · Arts & CultureStrand Th…MARSHALL COUNTY HISTORICAL SOCIETY INC: $41,368 · Arts & CultureMARSHALL …HAVEN MATERNITY HOME: $46,483 · Human ServicesBLUE AND GOLD CHRISTIAN CENTER: $29,216 · Human ServicesGLEN DALE B AND G BALL: $34,833 · Recreation & SportsMARSHALL COUNTY ANIMAL RESCUE LEAGUE: $31,522 · Animals
Other$934,670Arts & Culture$101,745Human Services$75,699Recreation & Sports$34,833Animals$31,522

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0Mgrantee revenue →↑ funder's share of their budgetStrand Theatre Preservation Society Inc: $60,377 over 8y, 7.5% of budgetHAVEN MATERNITY HOME: $46,483 over 2y, 28% of budgetMARSHALL COUNTY HISTORICAL SOCIETY INC: $41,368 over 3y, 12% of budgetGLEN DALE B AND G BALL: $34,833 over 3y, 73% of budgetMARSHALL COUNTY ANIMAL RESCUE LEAGUE: $31,522 over 2y, 2.2% of budgetBLUE AND GOLD CHRISTIAN CENTER: $29,216 over 4y, 14% of budgetMARSHALL COUNTY SENIOR CITIZEN'S CENTER INC: $7,200 over 1y, 1.1% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds Strand Theatre Preservation Society Inc ↗
  • Who funds HAVEN MATERNITY HOME ↗
  • Who funds MARSHALL COUNTY HISTORICAL SOCIETY INC ↗
  • Who funds GLEN DALE B AND G BALL ↗
  • Who funds MARSHALL COUNTY ANIMAL RESCUE LEAGUE ↗
  • Who funds BLUE AND GOLD CHRISTIAN CENTER ↗
  • Who funds MARSHALL COUNTY SENIOR CITIZEN'S CENTER INC ↗

How much its grantees rely on government

Each dot is one organization Evan G Roberts Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Evan G Roberts Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%5%19%42%75%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    3report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 39 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Evan G Roberts’ filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home