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Robert L Mattocks II and Carol J Mattocks Charitable Trust at a glance

· Private foundation

Robert L Mattocks II and Carol J Mattocks Charitable Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$58k
Granted FY2025still arriving
9
Grants FY2025still arriving
1
States reached
$53k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Education$374kReligion$338kArts & Culture$292kFood & Nutrition$252kRecreation & Sports$198kHuman Services$111kAnimals$75kPhilanthropy$46kOther$0
02FY2025 · 9 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k8 grants · $5k
  • $50k–250k1 grant · $53k
$500
Median grant
1
States reached
$508k
Total assets
Largest grants
RecipientAmount
NC STATE UNIVERSITY FOUNDATION INC$53,000
TRYON PALACE FOUNDATION INC$1,875
CRAVEN ARTS COUNCIL AND GALLERY INC$1,000
POLLOCKSVILLE PRESBYTERIAN CHURCH$700
SWISS BEAR$500
NEW BERN HISTORICAL FOUNDATION INC$500
CRAVEN COMMUNITY COLLEGE FOUNDATION$350
NORTH CAROLINA SYMPHONY SOCIETY INC$160
COASTAL LAND TRUST$100
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–24, $289k) land where the poverty rate runs at 18%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%THE FILLING STATION INC: $224k → 17%BOYS AND GIRLS HOME OF NORTH CAROLI: $8k → 21%BOYS AND GIRLS HOME OF NORTH CARO-: $8k → 21%BOYS AND GIRLS HOME OF NORTH CARO-: $7k → 21%BOYS AND GIRLS HOME OF NORTH CARO-: $5k → 21%BOYS AND GIRLS HOME OF NORTH CARO-: $3k → 21%BOYS AND GIRLS HOME OF NORTH CAROLINA: $3k → 21%BOYS AND GIRLS HOME OF NORTH CARO-: $3k → 21%THE FILLING STATION INC: $28k → 17%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

84%of every dollar goes to organizations it has funded before.
$1.5M · 28 repeat orgs$284k to everyone else

28 repeat relationships: 8 still active in FY2025, 20 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

28
9

Total granted

$1.5M
$284k

Median revenue growth · since first grant

+43%
+123%

Still filing today

75%
44%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $100 went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
EducationArts & CultureHealthHuman ServicesPhilanthropyCrime & LegalOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • NC
    NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC
    7× · 2017–2025 · $254k · revenue +232%
  • TRYON PALACE FOUNDATION INC
    8× · 2017–2025 · $187k · revenue +302%
  • PR
    PUBLIC RADIO EAST FOUNDATION
    7× · 2017–2024 · $83k · revenue +23%

Funded once

  • TF
    THE FILLING STATION INCgraduated
    one grant, 2019 · $252k · revenue +123% · 54% of their budget
  • BA
    BOYS AND GIRLS CLUB OF EASTERN NORT
    one grant, 2024 · $20k
  • NS
    NC STATE STUDENT AID ASSOCIATION INCgraduated
    one grant, 2017 · $5k · revenue +157%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
North Carolina Association of Pharmacists

The north carolina association of pharmacists primary purpose is to unite, serve, and advance the profession of pharmacy for the benefit of society in north carolina.

Community Improvement
2
North Carolina Symphony Foundation

To receive and hold the endowment of the north carolina symphony society, inc. (the "society"), solicit additions to the endowment, safeguard assets, and expend funds for the exclusive use and benefit of the society.

Arts & Culture
3
Caldwell Arts Council Inc

To promote the arts in caldwell county, nc

—
4
Foundation for the Carolinas

Inspiring philanthropy and strengthening our region through innovative community initiatives and quality services to donors and constituents.

Philanthropy
5
North Carolina Council On Economic Education Inc

The nccee provides economic and financial education for educators and students throughout north carolina. this mission is accomplished through standards based workshops and a variety of resources for educators, academic competitions for…

Social Science
6
North Carolina Equal Access to Justice Foundation Inc

In collaboration with the legal community, NCEAJF empowers North Carolinians to navigate the civil justice system.

Crime & Legal
7
North Carolina Association of School Administrators

To support public school adminisrators in north carolina through services in communications, professional development, and public policy.

Community Improvement
8
North Carolina Broadcast History Museum

To preserve and present information about the rich and significant history of the broadcasting industry in the state of north carolina to be universally accessible and useful.

Arts & Culture
9
Carteret County General Hospital Foundation

To assist carteret general hospital in providing the best possible healthcare to the people of carteret county through fund raising programs that support community based programs, purchase of vital equipment, capital expansion, renovations…

Philanthropy
10
North Carolina Voter Project

Amplify unrepresented voices in north carolina elections through voter education and registration.

Civil Rights
11
Research Triangle Regional Partnership

The research triangle regional partnership is an association of area economic development agencies dedicated to keeping the research triangle region economically strong by collectively marketing the region's competitive advantages and…

—
12
Carolina Common Enterprise

The specific objectives and purposes of this corporation shall be to assist individuals and communities, particularly those in low-income and socially disadvantaged areas, in the creation, expansion, and improvement of rural and…

Community Improvement
How this is measured
The grantee most central to the portfolio’s shape is The North Carolina Public Television Foundation Inc; the most unlike its peers is American Heart Association Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

25 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 25 of the 38 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
8
Early backer (in before they grew)
25/25
Grantees still filing
19/25
Grew since first funded

Where the money sits, by cause and then by grantee

POLLOCKSVILLE PRESBYTERIAN CHURCH: $338,095 · OtherPOLLOCKSVILLE PRESBYTERIAN CHURCHNC STATE UNIVERSITY STUDENT AID INC: $197,500 · OtherNC STATE UNIVERSITY STUDENT AID INCPUBLIC RADIO EAST FOUNDATION: $83,000 · OtherPUBLIC RADIO EAST FOUNDATIONCHILDREN'S HOPE ALLIANCE: $56,500 · OtherCHILDREN'S HOPE ALLIANCE+19 more: $79,650 · Other+19 moreNORTH CAROLINA STATE UNIVERSITY FOUNDATION INC: $254,300 · EducationNORTH CAROLINA STATE UN…UNCG EXCELLENCE FOUNDATION INC: $62,000 · EducationUNCG EXCELLENCE FOUNDAT…CRAVEN COMMUNITY COLLEGE FOUNDATION: $52,350 · EducationCRAVEN COMMUNITY COLLEG…+1 more: $5,000 · EducationTHE FILLING STATION INC: $252,017 · Human ServicesTHE FILLING STATIO…BOYS & GIRLS HOMES OF NC INC: $37,000 · Human ServicesBOYS & GIRLS HOMES…TRYON PALACE FOUNDATION INC: $186,845 · Arts & CultureTRYON PALACE …+3 more: $17,310 · Arts & Culture+3 moreTHE NORTH CAROLINA AQUARIUM SOCIETY: $75,150 · AnimalsUNITED WAY OF COASTAL CAROLINA INC: $46,000 · PhilanthropyAmerican Heart Association Inc: $10,654 · HealthCAROLINAEAST FOUNDATION: $10,100 · HealthMERCI CLINIC INC: $4,000 · Health
Other$754,745Education$373,650Human Services$289,017Arts & Culture$204,155Animals$75,150Philanthropy$46,000Health$24,754

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetNORTH CAROLINA STATE UNIVERSITY FOUNDATION INC: $254,300 over 7y, 0.1% of budgetTHE FILLING STATION INC: $252,017 over 1y, 54% of budgetTRYON PALACE FOUNDATION INC: $186,845 over 8y, 11% of budgetPUBLIC RADIO EAST FOUNDATION: $83,000 over 7y, 2.4% of budgetTHE NORTH CAROLINA AQUARIUM SOCIETY: $75,150 over 4y, 0.4% of budgetUNCG EXCELLENCE FOUNDATION INC: $62,000 over 7y, 0.2% of budgetCRAVEN COMMUNITY COLLEGE FOUNDATION: $52,350 over 8y, 1.6% of budgetUNITED WAY OF COASTAL CAROLINA INC: $46,000 over 7y, 1.4% of budgetBOYS & GIRLS HOMES OF NC INC: $37,000 over 7y, 0.1% of budgetAmerican Heart Association Inc: $10,654 over 6y, 0.0% of budgetCAROLINAEAST FOUNDATION: $10,100 over 2y, 0.6% of budgetHenderson County & Thermal Belt Habitat for Humanity: $10,000 over 5y, 0.1% of budgetReligious Community Services of New Bern: $7,750 over 4y, 0.3% of budgetSOUND RIVERS INC: $7,300 over 5y, 0.4% of budgetCRAVEN ARTS COUNCIL AND GALLERY INC: $6,650 over 6y, 0.9% of budgetNORTH CAROLINA SYMPHONY SOCIETY INC: $6,160 over 8y, 0.0% of budgetNC STATE STUDENT AID ASSOCIATION INC: $5,000 over 1y, 0.0% of budgetCAROLINA BALLET INC: $4,500 over 7y, 0.0% of budgetMERCI CLINIC INC: $4,000 over 6y, 0.1% of budgetSWISS BEAR INC: $2,600 over 5y, 0.2% of budgetTHE NORTH CAROLINA PUBLIC TELEVISION FOUNDATION INC: $2,050 over 5y, 0.1% of budgetNEW BERN HISTORICAL SOCIETY FOUNDATION INC: $2,000 over 3y, 0.3% of budgetBOYS AND GIRLS CLUBS OF THE COASTAL PLAIN: $1,500 over 3y, 0.0% of budgetEAST CAROLINA UNIVERSITY MEDICAL & HEALTH SCIENCES FOUNDATION INC: $700 over 1y, 0.0% of budgetTHE MEDIATION CENTER OF EASTERN CAROLINA INC: $500 over 1y, 0.1% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC ↗
  • Who funds THE FILLING STATION INC ↗
  • Who funds TRYON PALACE FOUNDATION INC ↗
  • Who funds PUBLIC RADIO EAST FOUNDATION ↗
  • Who funds THE NORTH CAROLINA AQUARIUM SOCIETY ↗
  • Who funds UNCG EXCELLENCE FOUNDATION INC ↗
  • Who funds CRAVEN COMMUNITY COLLEGE FOUNDATION ↗
  • Who funds UNITED WAY OF COASTAL CAROLINA INC ↗
  • Who funds BOYS & GIRLS HOMES OF NC INC ↗
  • Who funds American Heart Association Inc ↗
  • Who funds CAROLINAEAST FOUNDATION ↗
  • Who funds Henderson County & Thermal Belt Habitat for Humanity ↗
  • Who funds Religious Community Services of New Bern ↗
  • Who funds SOUND RIVERS INC ↗
  • Who funds CRAVEN ARTS COUNCIL AND GALLERY INC ↗
  • Who funds NORTH CAROLINA SYMPHONY SOCIETY INC ↗
  • Who funds NC STATE STUDENT AID ASSOCIATION INC ↗
  • Who funds CAROLINA BALLET INC ↗
  • Who funds MERCI CLINIC INC ↗
  • Who funds SWISS BEAR INC ↗
  • Who funds THE NORTH CAROLINA PUBLIC TELEVISION FOUNDATION INC ↗
  • Who funds NEW BERN HISTORICAL SOCIETY FOUNDATION INC ↗
  • Who funds BOYS AND GIRLS CLUBS OF THE COASTAL PLAIN ↗
  • Who funds EAST CAROLINA UNIVERSITY MEDICAL & HEALTH SCIENCES FOUNDATION INC ↗
  • Who funds THE MEDIATION CENTER OF EASTERN CAROLINA INC ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

North Carolina Commun…The Harold H Bate Fou…The Cannon Foundation…International Paper C…The Thomas B and Robe…Anonymous Trust U/A D…Duke Energy FoundationEddie and Jo Allison …Ibm International Fou…Triangle Community Fo…Truist Foundation IncFoundation for the Ca…
North Carolina Community FoundationNC38.5× affinity17 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: North Carolina Community Foundation · The Harold H Bate Foundation Inc · The Cannon Foundation Inc · International Paper Company Foundation · The Thomas B and Robertha K Coleman Foundation Inc · Anonymous Trust U/A Dated 2-4-2008 · Duke Energy Foundation · Eddie and Jo Allison Smith Family Foundation Inc · Ibm International Foundation · Triangle Community Foundation Inc · Truist Foundation Inc · Foundation for the Carolinas

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Robert L Mattocks II and Carol J Mattocks Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Robert L Mattocks II and Carol J Mattocks Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    11report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 38 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Robert L Mattocks II and Carol J Mattocks’ filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
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    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home