The William and Beverly Rockford
The William and Beverly Rockford is a private foundation, 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.
The William and Beverly Rockford at a glance
In short: The William and Beverly Rockford gave $80K across 2 grants in 2024 (avg $40K), mostly in New York. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $80,000
- +0.0% vs 2023
- Grants made (2024)
- 2
- +0.0% vs 2023
- Average grant
- $40,000
- +0.0% vs 2023
- Median grant
- $40,000
- Total assets
- $243,768
- -14.2% vs 2023
- Primary geography
- New York (100% 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 The William and Beverly Rockford funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Fordham University ($50K). Together the top 2 received $80K.
Grant Size Distribution
7 grants across all recorded years
The most common grant size was under $50K: 4 grants of 7 (57%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
How The William and Beverly Rockford gives
- Giving grew 161% from 2021 to 2024. Method
- In 2024 it paid out 310% 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 $31K (2021) to $100K (2020). In 2024 it made 2 grants totaling $80K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fordham University New York, NY | Charitable | $50,000 |
| All Hallows Scholarship Fund Bronx, NY | Charitable | $30,000 |
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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 | $243,768 | $52,895 | $84,468 | $80,000 | 2 | $80,000 | $48,477 | $25,789 |
| 2023 | $284,266 | $25,743 | $82,987 | $80,000 | 2 | $80,000 | $22,891 | $24,465 |
| 2022 | $341,510 | $12,310 | — | — | — | — | $12,310 | $26,455 |
| 2021 | $330,200 | $39,134 | $30,600 | $30,600 | 2 | $30,600 | $39,134 | $29,897 |
| 2020 | $322,666 | $80,744 | $100,000 | $100,000 | 1 | — | $80,744 | $24,569 |
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.
Leadership & Key People
Officers and directors from IRS filings
The William and Beverly Rockford is led by Michael Rockford, Director on the 2024 filing — the only officer listed, and uncompensated.
Officers on the 2024 filing
Michael Rockford
Director
New on the 2024 filing
No compensation reported
Former officers (3)
- Former: Beverly B. Rockford (2020–2023) — Director
- Former: May Gaynor (2020–2023) — Director
- Former: William Rockford (2020–2023) — Chairman
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 The William and Beverly Rockford
How much does The William and Beverly Rockford give each year?
The William and Beverly Rockford gave $80K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $80K across 2 grants.
How large is The William and Beverly Rockford?
The William and Beverly Rockford reported $244K in total assets on its 2024 IRS Form 990-PF. It paid out $80K in qualifying distributions that year, against a required minimum of $26K (roughly 5% of its investment assets).
Where does The William and Beverly Rockford operate?
The William and Beverly Rockford has awarded grants in New York.
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.
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
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