Stocks Family Foundation Inc

Private foundation · Grantmaker Raleigh, NC EIN: 26-1443888

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.

Key facts about Stocks Family Foundation Inc

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.

EIN
26-1443888
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$65,000
Grants made (2024)
5
Average grant
$13,000
Median grant
$10,000
Total assets
$834,296
Primary geography
North Carolina (92% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$834K

+37.6% YoY

Annual Giving

$65K

+24.2% YoY

Grant Count

5

-16.7% YoY

Avg Grant Size

$13K

+49.0% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2024 grant dollars across all 5 itemized grants.

Cities

RaleighArlingtonDurhamGreenvilleCasco

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K8 grants2020 7 grants2021 4 grants2022 6 grants2023 5 grants2024

From 2020 to 2024, annual grant giving ranged from $52K (2023) to $111K (2021). In 2024 it made 5 grants totaling $65K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Safechild: $25KSafechild$25KTransitions Lifecare: $20KTransitions Lifecare$20KEast Carolina University Warren Gray Scholarship Fund: $10KEast Carolina UniversityWarren Gray Scholarship Fund$10KOcconeechee Council: $5KOcconeechee Council$5KThe Nature Conservancy: $5KThe Nature Conservancy$5K

The largest 2024 recipient was Safechild ($25K). Together the top 5 received $65K.

Grant Size Distribution

30 grants across all recorded years

29<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 29 grants of 30 (97%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Safechild Raleigh, NCGeneral Support$25,000
Transitions Lifecare Raleigh, NCGeneral Support$20,000
East Carolina University Warren Gray Scholarship Fund Greenville, NCGeneral Support$10,000
Occoneechee Council Raleigh, NCGeneral Support$5,000
The Nature Conservancy Arlington, VAGeneral Support$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$834,296$606,377$678,789
Revenue$301,544$-11,077$14,845
Expenses$73,625$61,335$58,991
Qualifying Distributions$65,900$53,933$53,333
Net Investment Income$293,819$9,929$12,870
Distributable Amount$40,721$39,979$41,425

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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.

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