Robert L & Carol J Mattocks Charitable Tr

Trent Woods, NC
Tax-exempt since Aug. 2000
EIN: 56-6554789

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$17.8k (2024)

Expenses

$175k (2024)

Total Assets

$555k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$17,776

Expenses

$175,392

Net Income

-$157,616

Net Assets

$554,633

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17,771	100.0%
Dividends	$5	0.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,050	97.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$554,633
Total Liabilities	$0
Net Assets	$554,633

Compensation

Key Employees and Officers	Compensation	Other
Robert L Mattocks Ii (Trustee)	$0	$0
Carol J Mattocks (Trustee)	$0	$0
Stephen R Watt (Trustee)	$0	$0

990-PF

Filed on May 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$17,657

Expenses

$201,724

Net Income

-$184,067

Net Assets

$712,249

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$19,939	> 100%
Dividends	$3,111	17.6%
Sales of Assets	-$10,143
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$195,550	96.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$712,249
Total Liabilities	$0
Net Assets	$712,249

Compensation

Key Employees and Officers	Compensation	Other
Robert L Mattocks Ii (Trustee)	$0	$0
Carol J Mattocks (Trustee)	$0	$0
Stephen R Watt (Trustee)	$0	$0

990-PF

Filed on May 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$42,756

Expenses

$155,233

Net Income

-$112,477

Net Assets

$896,316

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$141	0.3%
Dividends	$21,973	51.4%
Sales of Assets	$2,642	6.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$141,600	91.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$896,316
Total Liabilities	$0
Net Assets	$896,316

Compensation

Key Employees and Officers	Compensation	Other
Robert L Mattocks Ii (Trustee)	$0	$0
Carol J Mattocks (Trustee)	$0	$0
Stephen R Watt (Trustee)	$0	$0

990-PF

Filed on May 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$48,912

Expenses

$178,287

Net Income

-$129,375

Net Assets

$1,008,793

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12	0.0%
Dividends	$25,119	51.4%
Sales of Assets	$5,781	11.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,424	95.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,008,793
Total Liabilities	$0
Net Assets	$1,008,793

Compensation

Key Employees and Officers	Compensation	Other
Robert L Mattocks Ii (Trustee)	$0	$0
Carol J Mattocks (Trustee)	$0	$0
Stephen R Watt (Trustee)	$0	$0

990-PF

Filed on May 4, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$100,316

Expenses

$236,772

Net Income

-$136,456

Net Assets

$1,138,167

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16	0.0%
Dividends	$26,222	26.1%
Sales of Assets	$57,697	57.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$223,350	94.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,138,168
Total Liabilities	$1
Net Assets	$1,138,167

Compensation

Key Employees and Officers	Compensation	Other
Robert L Mattocks Ii (Trustee)	$0	$0
Carol J Mattocks (Trustee)	$0	$0
Stephen R Watt (Trustee)	$0	$0

990-PF

Filed on Nov. 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$141,004

Expenses

$469,365

Net Income

-$328,361

Net Assets

$1,345,678

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$287	0.2%
Dividends	$33,904	24.0%
Sales of Assets	$81,432	57.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$445,638	94.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,345,679
Total Liabilities	$1
Net Assets	$1,345,678

Compensation

Key Employees and Officers	Compensation	Other
Robert L Mattocks Ii (Trustee)	$0	$0
Carol J Mattocks (Trustee)	$0	$0
Stephen R Watt (Trustee)	$0	$0

990-PF

Filed on Nov. 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

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Fiscal Year Ending Dec.
2018

Revenue

$58,970

Expenses

$199,297

Net Income

-$140,327

Net Assets

$1,674,040

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$276	0.5%
Dividends	$37,033	62.8%
Sales of Assets	$6,625	11.2%
Other Income	$5	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$173,700	87.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,674,040
Total Liabilities	$0
Net Assets	$1,674,040

Compensation

Key Employees and Officers	Compensation	Other
Robert L Mattocks Ii (Trustee)	$0	$0
Carol J Mattocks (Trustee)	$0	$0
Stephen R Watt (Trustee)	$0	$0

990-PF

Filed on May 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$119,182

Expenses

$146,696

Net Income

-$27,514

Net Assets

$1,814,367

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$69	0.1%
Dividends	$38,701	32.5%
Sales of Assets	$44,241	37.1%
Other Income	$69	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$118,195	80.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,814,367
Total Liabilities	$0
Net Assets	$1,814,367

Compensation

Key Employees and Officers	Compensation	Other
Robert L Mattocks Ii (Trustee)	$0	$0
Carol J Mattocks (Trustee)	$0	$0
Stephen R Watt (Trustee)	$0	$0

990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$60,932

Expenses

$134,157

Net Income

-$73,225

Net Assets

$1,841,881

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14	0.0%
Dividends	$33,498	55.0%
Sales of Assets	$5,021	8.2%
Other Income	$217	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,400	69.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,841,881
Total Liabilities	$0
Net Assets	$1,841,881

Compensation

Key Employees and Officers	Compensation	Other
Robert L Mattocks Ii (Trustee)	$0	$0
Carol J Mattocks (Trustee)	$0	$0
Stephen R Watt (Trustee)	$0	$0

990-PF

Filed on May 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$76,158

Expenses

$127,456

Net Income

-$51,298

Net Assets

$1,915,106

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16	0.0%
Dividends	$36,214	47.6%
Sales of Assets	$11,601	15.2%
Other Income	$45	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,525	73.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,915,106
Total Liabilities	$0
Net Assets	$1,915,106

Compensation

Key Employees and Officers	Compensation	Other
Robert L Mattocks Ii (Trustee)	$0	$0
Carol J Mattocks (Trustee)	$0	$0
Stephen R Watt (Trustee)	$0	$0

990-PF

Filed on May 13, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$92,095

Expenses

$124,216

Net Income

-$32,121

Net Assets

$1,966,404

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14	0.0%
Dividends	$40,176	43.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,250	78.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,966,404
Total Liabilities	$0
Net Assets	$1,966,404

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$106,004

Expenses

$122,762

Net Income

-$16,758

Net Assets

$1,993,606

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$39,918	37.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,640	77.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,993,606
Total Liabilities	$0
Net Assets	$1,993,606

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

-$635,153

Expenses

$180,959

Net Income

-$816,112

Net Assets

$2,010,364

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4
Dividends	$9,470
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$106,000	58.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,010,364
Total Liabilities	$0
Net Assets	$2,010,364

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$140,028

Expenses

$157,201

Net Income

-$17,173

Net Assets

$2,826,476

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$8,326	5.9%
Sales of Assets	$27,841	19.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,400	55.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,826,478
Total Liabilities	$2
Net Assets	$2,826,476

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Robert L & Carol J Mattocks Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $17.8k (2024)

Expenses $175k (2024)

Total Assets $555k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$17.8k (2024)

Expenses

$175k (2024)

Total Assets

$555k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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2018

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2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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