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Nonprofit · EIN 56-6554789

ROBERT L & CAROL J MATTOCKS CHARITABLE TR

Tax-exempt · TRENT WOODS, NC 28562

Financials

$18K$202K2023$18K$175K2024$15K$63K2025
Revenue Expenses · by fiscal year end
Financials of ROBERT L & CAROL J MATTOCKS CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$15,389$62,503-$47,114$507,519$0$507,519
December 31, 2024990-PF$17,776$175,392-$157,616$554,633$0$554,633
December 31, 2023990-PF$17,657$201,724-$184,067$712,249$0$712,249
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Interest
$15,389

Expenses

Grants and similar amounts paid
$58,185
Disbursements for charitable purposes
$58,185
Excise tax on investment income
$204

Balance sheet and other

Total assets, start of year
$554,633
Total assets, end of year
$507,519
Total liabilities, end of year
$0
Net assets, end of year
$507,519
Fair market value of assets
$517,659
Qualifying distributions
$58,185
Net investment income
$15,389

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ROBERT L MATTOCKS II
5307 TRENT WOODS DRIVE, NEW BERN, NC 28562
TRUSTEE0.5$0
CAROL J MATTOCKS
5307 TRENT WOODS DRIVE, NEW BERN, NC 28562
TRUSTEE0.5$0
STEPHEN R WATT
198 BOBCAT CROSSING DRIVE, TODD, NC 28684
TRUSTEE0.5$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
ROBERT L MATTOCKS II
5307 TRENT WOODS DRIVE, NEW BERN, NC 28562
TRUSTEE1$0
CAROL J MATTOCKS
5307 TRENT WOODS DRIVE, NEW BERN, NC 28562
TRUSTEE1$0
STEPHEN R WATT
198 BOBCAT CROSSING DRIVE, TODD, NC 28684
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
ROBERT L MATTOCKS II
5307 TRENT WOODS DRIVE, NEW BERN, NC 28562
TRUSTEE1$0
CAROL J MATTOCKS
5307 TRENT WOODS DRIVE, NEW BERN, NC 28562
TRUSTEE1$0
STEPHEN R WATT
198 BOBCAT CROSSING DRIVE, TODD, NC 28684
TRUSTEE1$0

Address and contacts

Address (IRS master file)
5307 TRENT WOODS DR, TRENT WOODS, NC 28562-7443
In care of
% ROBERT L MATTOCKS II
Signed the 990-PF
ROBERT L MATTOCKS II, TRUSTEE
Phone
(252) 633-6644
Return prepared by
SALEM SMITH REGISTER & KNOTT PLLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
56-6554789
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2000
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$507,519
Income (IRS master file)
$15,389

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$15,389$62,503$507,519IRS
990-PFDecember 2024$17,776$175,392$554,633IRS
990-PFDecember 2023$17,657$201,724$712,249XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-6554789).

Questions about ROBERT L & CAROL J MATTOCKS CHARITABLE TR

What is the EIN of ROBERT L & CAROL J MATTOCKS CHARITABLE TR?
The employer identification number (EIN) of ROBERT L & CAROL J MATTOCKS CHARITABLE TR is 56-6554789.
Is ROBERT L & CAROL J MATTOCKS CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to ROBERT L & CAROL J MATTOCKS CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT L & CAROL J MATTOCKS CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT L & CAROL J MATTOCKS CHARITABLE TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROBERT L & CAROL J MATTOCKS CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of ROBERT L & CAROL J MATTOCKS CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does ROBERT L & CAROL J MATTOCKS CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $15,389, expenses of $62,503 and total assets of $507,519 at year end.

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