The William and Beverly Rockford

Private foundation · Grantmaker Raleigh, NC EIN: 13-4143364

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.

Key facts about The William and Beverly Rockford

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.

EIN
13-4143364
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$80,000
Grants made (2024)
2
Average grant
$40,000
Median grant
$40,000
Total assets
$243,768
Primary geography
New York (100% 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

$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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2024 grant dollars across all 2 itemized grants.

States

Cities

BronxNew York

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K1 grant2020 2 grants2021 0 grants2022 2 grants2023 2 grants2024

From 2020 to 2024, annual grant giving ranged from $31K (2021) to $100K (2020). In 2024 it made 2 grants totaling $80K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Fordham University: $50KFordham University$50KAll Hallows Scholarship Fund: $30KAll Hallows Scholarship Fund$30K

The largest 2024 recipient was Fordham University ($50K). Together the top 2 received $80K.

Grant Size Distribution

7 grants across all recorded years

4<$50K2$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 7 (57%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Fordham University New York, NYCharitable$50,000
All Hallows Scholarship Fund Bronx, NYCharitable$30,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024
Metric202420232022
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

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

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.

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