Robert L Mattocks II and Carol J
Robert L Mattocks II and Carol J is a private foundation, based in New Bern, NC. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $508K in total assets. In 2025, it awarded 9 grants totaling $58K. Net investment income was $15K.
Robert L Mattocks II and Carol J at a glance
In short: Robert L Mattocks II and Carol J gave $58K across 9 grants in 2025 (avg $6K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $58,185
- -65.8% vs 2024
- Grants made (2025)
- 9
- -59.1% vs 2024
- Average grant
- $6,465
- -16.4% vs 2024
- Median grant
- $500
- Total assets
- $507,519
- -8.5% vs 2024
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Robert L Mattocks II and Carol J funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Tryon Palace Foundation Inc ($2K). Together the top 8 received $5K.
Organizations only. It also paid 1 individual scholarship ($53,000), which are not listed by name.
Grant Size Distribution
71 grants across all recorded years
The most common grant size was under $50K: 67 grants of 71 (94%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
States
Cities
How Robert L Mattocks II and Carol J gives
- Giving fell 59% from 2022 to 2025. Method
- In 2025 it paid out 221% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $58K (2025) to $516K (2019). In 2025 it made 9 grants totaling $58K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $53,000 |
| Tryon Palace Foundation Inc New Bern, NC | Preservation of Historic Sites | $1,875 |
| Craven Arts Council and Gallery Inc New Bern, NC | Promote Art | $1,000 |
| Pollocksville Presbyterian Church Pollocksville, NC | Fund Church Activities | $700 |
| New Bern Historical Foundation Inc New Bern, NC | Promote New Bern & Its Heritage | $500 |
| Swiss Bear New Bern, NC | Revitalize City of New Bern, NC | $500 |
| Craven Community College Foundation New Bern, NC | Support Craven Community College | $350 |
| North Carolina Symphony Society Inc Raleigh, NC | Promote Musical Culture & Education | $160 |
| Coastal Land Trust Wilmington, NC | Land Conservation | $100 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $507,519 | $15,389 | $62,503 | $58,185 | 9 | $58,185 | $14,709 | $26,271 |
| 2024 | $554,633 | $17,776 | $175,392 | $170,050 | 22 | $170,050 | $17,095 | $30,876 |
| 2023 | $712,249 | $17,657 | $201,724 | $195,550 | 8 | $195,550 | $100,103 | $37,748 |
| 2022 | $896,316 | $42,756 | $155,233 | $141,600 | 14 | $141,600 | $38,227 | $47,662 |
| 2021 | $1,008,793 | $48,912 | $178,287 | $170,424 | 18 | $170,424 | $44,903 | $49,318 |
| 2020 | $1,138,168 | $100,316 | $236,772 | $223,350 | 24 | — | $129,776 | $59,685 |
| 2019 | $1,274,624 | $140,595 | $540,011 | $516,417 | 26 | — | $148,355 | $66,030 |
Under IRS private-foundation payout rules, Robert L Mattocks II and Carol J reported a distributable amount of $26K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Robert L Mattocks II and Carol J's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Carol J. Mattocks
Trustee
On filings since 2019
0.5 hrs/week
No compensation reported
Robert L. Mattocks II
Trustee
On filings since 2019
0.5 hrs/week
No compensation reported
Stephen R. Watt
Trustee
On filings since 2019
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Robert L Mattocks II and Carol J
How much does Robert L Mattocks II and Carol J give each year?
Robert L Mattocks II and Carol J gave $58K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $170K across 22 grants.
What is Robert L Mattocks II and Carol J's typical grant size?
Robert L Mattocks II and Carol J's median grant in 2025 was $500, and its average grant was $6,465, across 9 grants on its 2025 IRS Form 990-PF.
Where does Robert L Mattocks II and Carol J give grants?
Robert L Mattocks II and Carol J gives mostly in North Carolina: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were New Bern, NC (5 grants).
Does Robert L Mattocks II and Carol J give general operating support?
Not in 2025: none of the 9 grants with a stated purpose on Robert L Mattocks II and Carol J's 2025 IRS Form 990-PF were described as general or operating support.
Who are Robert L Mattocks II and Carol J's largest grantees?
Robert L Mattocks II and Carol J's largest 2025 grantees include Tryon Palace Foundation Inc ($1,875), Craven Arts Council and Gallery Inc ($1,000) and Pollocksville Presbyterian Church ($700), according to its 2025 IRS Form 990-PF. It also paid 1 individual scholarship ($53,000), which are not listed by name. Together they received 6% of its itemized 2025 grant dollars.
How large is Robert L Mattocks II and Carol J?
Robert L Mattocks II and Carol J reported $508K in total assets on its 2025 IRS Form 990-PF. It paid out $58K in qualifying distributions that year, against a required minimum of $26K (roughly 5% of its investment assets).
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS November 10, 2021)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
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