The William and Beverly Rockford
The William and Beverly Rockford is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RALEIGH, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $244K in total assets. In 2024, it awarded 2 grants totaling $80K. Net investment income was $48K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$244K
-14.2% YoY
Annual Giving
$80K
+0.0% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$40K
+0.0% YoY
Under IRS private-foundation payout rules, The William and Beverly Rockford reported a distributable amount of $26K for 2024 — the minimum it must pay out in qualifying distributions.
About The William and Beverly Rockford
Based on IRS filings
The William and Beverly Rockford is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RALEIGH, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $244K in total assets. In 2024, it awarded 2 grants totaling $80K. Net investment income was $48K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $243,768 | $284,266 | $341,510 |
| Revenue | $52,895 | $25,743 | $12,310 |
| Expenses | $84,468 | $82,987 | — |
| Qualifying Distributions | $80,000 | $80,000 | — |
| Net Investment Income | $48,477 | $22,891 | $12,310 |
| Distributable Amount | $25,789 | $24,465 | $26,455 |
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
7 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Fordham University ($50,000), All Hallows Scholarship Fund ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| FORDHAM UNIVERSITY NEW YORK, NY | CHARITABLE | $50,000 |
| ALL HALLOWS SCHOLARSHIP FUND BRONX, NY | CHARITABLE | $30,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MICHAEL ROCKFORD | Director | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The William and Beverly Rockford?
The William and Beverly Rockford is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RALEIGH, NC. It holds $244K in total assets as of 2024.
How large is The William and Beverly Rockford?
As of 2024, The William and Beverly Rockford holds $244K in total assets with $53K in annual revenue. It awarded 2 grants totaling $80K in 2024.
Where does The William and Beverly Rockford operate?
The William and Beverly Rockford has awarded grants in New York.
What size grants does The William and Beverly Rockford award?
In 2024, The William and Beverly Rockford awarded 2 grants totaling $80K — an average of about $40K per grant, based on its IRS Form 990 filings.
How much is The William and Beverly Rockford required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The William and Beverly Rockford reported a distributable amount of $26K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The William and Beverly Rockford's EIN?
The William and Beverly Rockford's EIN (Employer Identification Number) is 13-4143364. 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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