Marshall & Sheri Rockwell Foundation
Marshall & Sheri Rockwell Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA MONICA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $117K in total assets. In 2024, it awarded 2 grants totaling $20K. Net investment income was $14K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$117K
-7.6% YoY
Annual Giving
$20K
+17.3% YoY
Grant Count
2
-50.0% YoY
Avg Grant Size
$10K
+134.5% YoY
Under IRS private-foundation payout rules, Marshall & Sheri Rockwell Foundation reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.
About Marshall & Sheri Rockwell Foundation
Based on IRS filings
Marshall & Sheri Rockwell Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA MONICA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $117K in total assets. In 2024, it awarded 2 grants totaling $20K. Net investment income was $14K.
Focus Areas
Ready to take the next step with Marshall & Sheri Rockwell Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $117,476 | $127,180 | $167,833 |
| Revenue | $20,317 | $-12,897 | $-13,333 |
| Expenses | $30,021 | $25,756 | $22,939 |
| Qualifying Distributions | $23,457 | $19,231 | $17,244 |
| Net Investment Income | $13,753 | — | — |
| Distributable Amount | $7,605 | $8,298 | $8,184 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
21 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Pico Youth & Family Center ($17,200), Chabad at University of Washington ($2,500).
| Recipient | Purpose | Amount |
|---|---|---|
| CHABAD AT UNIVERSITY OF WASHINGTON SEATTLE, WA | GENERAL SUPPORT | $2,500 |
| PICO YOUTH & FAMILY CENTER SANTA MONICA, CA | GENERAL SUPPORT | $17,200 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARSHALL ROCKWELL | PRESIDENT | 1 | — |
| SHERI PORATH ROCKWELL | SECRETARY/CFO | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Marshall & Sheri Rockwell Foundation?
Marshall & Sheri Rockwell Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA MONICA, CA. It holds $117K in total assets as of 2024.
How large is Marshall & Sheri Rockwell Foundation?
As of 2024, Marshall & Sheri Rockwell Foundation holds $117K in total assets with $20K in annual revenue. It awarded 2 grants totaling $20K in 2024.
Where does Marshall & Sheri Rockwell Foundation operate?
Marshall & Sheri Rockwell Foundation has awarded grants in California, Georgia, Hawaii, Michigan, New Jersey, Washington.
What size grants does Marshall & Sheri Rockwell Foundation award?
In 2024, Marshall & Sheri Rockwell Foundation awarded 2 grants totaling $20K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is Marshall & Sheri Rockwell Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Marshall & Sheri Rockwell Foundation reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Marshall & Sheri Rockwell Foundation's EIN?
Marshall & Sheri Rockwell Foundation's EIN (Employer Identification Number) is 30-0003299. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Marshall & Sheri Rockwell Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.