Robert L & Carol J Mattocks Charitable Tr
- Assets
- $896.3k
- Revenue
- $42.8k
- Investments
- $566.7k
- Employees
- 0
- Location
- New Bern, NC
- Founding
- 08/2000
- Data as of
- 12/2022
- EIN
- 56-6554789
Organization Overview
Robert L & Carol J Mattocks Charitable Tr is located in New Bern, NC. The organization was established in 2000. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Robert L & Carol J Mattocks Charitable Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Robert L & Carol J Mattocks Charitable Tr generated $42.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (7.0%) each year. All expenses for the organization totaled $155.2k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Robert L & Carol J Mattocks Charitable Tr has awarded 182 individual grants totaling $1,976,249. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Robert L Mattocks II Trustee | 1 | $0 | |
Carol J Mattocks Trustee | 1 | $0 | |
Stephen R Watt Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $141 |
| Dividends & Interest | $21,973 |
| Net Rental Income | $18,000 |
| Net Gain on Sale of Assets | $2,642 |
| Capital Gain Net Income | $2,642 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $42,756 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,270 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $5,128 |
| Total operating and administrative expenses | $13,633 |
| Contributions, gifts, grants paid | $141,600 |
| Total expenses and disbursements | $155,233 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $23,842 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $630 |
| Net Investments - land, buildings, equipment | $305,107 |
| Investments—mortgage loans | $566,737 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $896,316 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Robert L & Carol J Mattocks Charitable Tr has awarded $141,600 in support to 14 organizations.
| Grant Recipient | Amount |
|---|---|
BOYS AND GIRLS HOME OF NORTH CARO- PURPOSE: ASSISTANCE FOR CHILDREN | $7,000 |
CAROLINA BALLET INC PURPOSE: PROMOTE DANCE | $500 |
CAROLINA EAST FOUNDATION PURPOSE: SUPPORT HEALTHCARE | $100 |
CHILDREN'S HOPE ALLIANCE PURPOSE: ASSISTANCE FOR CHILDREN | $10,000 |
CRAVEN COMMUNITY COLLEGE FOUNDATION PURPOSE: SUPPORT CRAVEN COMMUNITY COLLEGE | $9,000 |
MERCI CLINIC INC PURPOSE: PROVIDE MEDICAL CARE FOR POOR | $500 |