Stocks Family Foundation Inc
Stocks Family Foundation Inc is a private foundation, based in Raleigh, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $834K in total assets. In 2024, it awarded 5 grants totaling $65K. Net investment income was $294K.
Stocks Family Foundation Inc at a glance
In short: Stocks Family Foundation Inc gave $65K across 5 grants in 2024 (avg $13K), mostly in North Carolina. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $65,000
- +24.2% vs 2023
- Grants made (2024)
- 5
- -16.7% vs 2023
- Average grant
- $13,000
- +49.0% vs 2023
- Median grant
- $10,000
- Total assets
- $834,296
- +37.6% vs 2023
- Primary geography
- North Carolina (92% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Stocks Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
The largest 2024 recipient was Safechild ($25K). Together the top 5 received $65K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 29 grants of 30 (97%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 5 itemized grants.
States
Cities
How Stocks Family Foundation Inc gives
- Giving fell 41% from 2021 to 2024. Method
- In 2024 it paid out 162% 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 2020 to 2024, annual grant giving ranged from $52K (2023) to $111K (2021). In 2024 it made 5 grants totaling $65K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Safechild Raleigh, NC | General Support | $25,000 |
| Transitions Lifecare Raleigh, NC | General Support | $20,000 |
| East Carolina University Warren Gray Scholarship Fund Greenville, NC | General Support | $10,000 |
| Occoneechee Council Raleigh, NC | General Support | $5,000 |
| The Nature Conservancy Arlington, VA | General Support | $5,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $834,296 | $301,544 | $73,625 | $65,000 | 5 | $65,900 | $293,819 | $40,721 |
| 2023 | $606,377 | $-11,077 | $61,335 | $52,333 | 6 | $53,933 | $9,929 | $39,979 |
| 2022 | $678,789 | $14,845 | $58,991 | $53,333 | 4 | $53,333 | $12,870 | $41,425 |
| 2021 | $722,935 | $341,080 | $116,497 | $110,500 | 7 | $111,200 | $86,634 | $35,669 |
| 2020 | $634,665 | $29,020 | $92,425 | $85,500 | 8 | — | $22,862 | $33,815 |
Under IRS private-foundation payout rules, Stocks Family Foundation Inc reported a distributable amount of $41K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Stocks Family Foundation Inc is led by Francis Jefferson Stocks, President on every filing since 2020; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Francis Jefferson Stocks
President
On filings since 2020
5 hrs/week
No compensation reported
Kelly E. Stocks
Secretary
On filings since 2020
1 hr/week
No compensation reported
Pamela Jeane Kelly Stocks
Vice President
On filings since 2020
1 hr/week
No compensation reported
Sara Emily Stocks
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Stocks Family Foundation Inc
How much does Stocks Family Foundation Inc give each year?
Stocks Family Foundation Inc gave $65K across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $52K across 6 grants.
What is Stocks Family Foundation Inc's typical grant size?
Stocks Family Foundation Inc's median grant in 2024 was $10,000, and its average grant was $13,000, across 5 grants on its 2024 IRS Form 990-PF.
Where does Stocks Family Foundation Inc give grants?
Stocks Family Foundation Inc gives mostly in North Carolina: 92% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Virginia (8%). The most frequent recipient cities were Raleigh, NC (3 grants).
Does Stocks Family Foundation Inc give general operating support?
Yes: 100% of Stocks Family Foundation Inc's 2024 grants with a stated purpose (5 of 5) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Stocks Family Foundation Inc's largest grantees?
Stocks Family Foundation Inc's largest 2024 grantees include Safechild ($25,000), Transitions Lifecare ($20,000) and East Carolina University Warren Gray Scholarship Fund ($10,000), according to its 2024 IRS Form 990-PF. Together they received 85% of its itemized 2024 grant dollars.
How large is Stocks Family Foundation Inc?
Stocks Family Foundation Inc reported $834K in total assets on its 2024 IRS Form 990-PF. It paid out $66K in qualifying distributions that year, against a required minimum of $41K (roughly 5% of its investment assets).
What is Stocks Family Foundation Inc's EIN?
Stocks Family Foundation Inc's EIN (Employer Identification Number) is 26-1443888. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Stocks Family Foundation Inc funds
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