Robert L Mattocks Ii and Carol J

NEW BERN, NC EIN: 56-6554789

Robert L Mattocks Ii and Carol J is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW BERN, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $555K in total assets. In 2024, it awarded 22 grants totaling $170K. Net investment income was $17K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$555K

-22.1% YoY

Annual Giving

$170K

-13.0% YoY

Grant Count

22

+175.0% YoY

Avg Grant Size

$8K

-68.4% YoY

Under IRS private-foundation payout rules, Robert L Mattocks Ii and Carol J reported a distributable amount of $31K for 2024 — the minimum it must pay out in qualifying distributions.

About Robert L Mattocks Ii and Carol J

Based on IRS filings

Robert L Mattocks Ii and Carol J is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW BERN, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $555K in total assets. In 2024, it awarded 22 grants totaling $170K. Net investment income was $17K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

Barium SpringsDallasGreensboroGreenvilleLake WaccamawNew BernPollocksvilleRaleighRtp

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$65K$130K$195K$260K20202021202220232024
Metric202420232022
Total Assets$554,633$712,249$896,316
Revenue$17,776$17,657$42,756
Expenses$175,392$201,724$155,233
Qualifying Distributions$170,050$195,550$141,600
Net Investment Income$17,095$100,103$38,227
Distributable Amount$30,876$37,748$47,662

Giving Over Time

Total grant dollars and number of grants per year

$0$56K$112K$168K$223K24 grants202018 grants202114 grants20228 grants202322 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

POLLOCKSVILLE PRESBYTERI…$38KTRYON PALACE FOUNDATION …$25KBOYS AND GIRLS CLUB OF E…$20KCAROLINAEAST FOUNDATION …$10KCRAVEN COMMUNITY COLLEGE…$10KUNC-G EXCELLENCE FOUNDAT…$10KBOYS AND GIRLS HOME OF N…$8KCHILDREN'S HOPE ALLIANCE$8KPUBLIC RADIO EAST FOUNDA…$8KUNITED WAY OF COASTAL CA…$8K

Grant Size Distribution

86 grants across all recorded years

83<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Pollocksville Presbyterian Church ($38,050), Tryon Palace Foundation Inc ($25,000), Boys and Girls Club of Eastern Nort ($20,000).

RecipientPurposeAmount
AMERICAN HEART ASSOCIATION DALLAS, TXHEART RESEARCH$3,000
BOYS AND GIRLS CLUB OF EASTERN NORT GREENVILLE, NCASSIST YOUTH$20,000
BOYS AND GIRLS HOME OF NORTH CAROLI LAKE WACCAMAW, NCASSISTANCE FOR CHILDREN$8,000
CAROLINA BALLET INC RALEIGH, NCPROMOTE DANCE$1,000
CAROLINAEAST FOUNDATION INC NEW BERN, NCSUPPORT HEALTHCARE$10,000
CHILDREN'S HOPE ALLIANCE BARIUM SPRINGS, NCASSISTANCE FOR CHILDREN$8,000
CRAVEN ARTS COUNCIL AND GALLERY INC NEW BERN, NCPROMOTE ART$1,250
CRAVEN COMMUNITY COLLEGE FOUNDATION NEW BERN, NCSUPPORT CRAVEN COMMUNITY COLLEGE$10,000
HABITAT FOR HUMANITY NEW BERN, NCBUILD HOUSING FOR POOR$6,000
MERCI CLINIC INC NEW BERN, NCPROVIDE MEDICAL CARE FOR POOR$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ROBERT L MATTOCKS IITRUSTEE1
CAROL J MATTOCKSTRUSTEE1
STEPHEN R WATTTRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Robert L Mattocks Ii and Carol J?

Robert L Mattocks Ii and Carol J is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW BERN, NC. It holds $555K in total assets as of 2024.

How large is Robert L Mattocks Ii and Carol J?

As of 2024, Robert L Mattocks Ii and Carol J holds $555K in total assets with $18K in annual revenue. It awarded 22 grants totaling $170K in 2024.

Where does Robert L Mattocks Ii and Carol J operate?

Robert L Mattocks Ii and Carol J has awarded grants in North Carolina, Texas.

What size grants does Robert L Mattocks Ii and Carol J award?

In 2024, Robert L Mattocks Ii and Carol J awarded 22 grants totaling $170K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is Robert L Mattocks Ii and Carol J required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert L Mattocks Ii and Carol J reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Robert L Mattocks Ii and Carol J's EIN?

Robert L Mattocks Ii and Carol J's EIN (Employer Identification Number) is 56-6554789. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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