Nonprofit · EIN 13-4143364
WILLIAM AND BEVERLY ROCKFORD FOUNDATION INC
Tax-exempt · RALEIGH, NC 27613
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $52,895 | $84,468 | -$31,573 | $243,768 | $0 | $243,768 |
| December 31, 2023 | 990-PF | $25,743 | $82,987 | -$57,244 | $284,266 | $0 | $284,266 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $24,230
- Net gain from sales of assets
- $28,665
Expenses
- Grants and similar amounts paid
- $80,000
- Disbursements for charitable purposes
- $80,000
- Excise tax on investment income
- $674
Balance sheet and other
- Total assets, start of year
- $284,266
- Total assets, end of year
- $243,768
- Total liabilities, end of year
- $0
- Net assets, end of year
- $243,768
- Fair market value of assets
- $552,674
- Qualifying distributions
- $80,000
- Net investment income
- $52,895
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL ROCKFORD 6172 EAST DUSTY COYOTE CIRCLE, SCOTTSDALE, AZ 85262 | Director | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM ROCKFORD 6172 EAST DUSTY COYOTE CIRCLE, SCOTTSDALE, AZ 85262 | Chairman | 0 | $0 |
| MAY GAYNOR TONGARROW GLEN CREE, COUNTY WICKLOW IRELAND, AZ 85262 | Director | 0 | $0 |
| BEVERLY B ROCKFORD 6172 EAST DUSTY CIRCLE, SCOTTSDALE, AZ 85262 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- C/O M ROCKFORD 10708 CAMBIUM CT, RALEIGH, NC 27613-0000
- In care of
- % WILIAM D ROCKFORD
- Signed the 990-PF
- BEVERLY B ROCKFORD, Director
- Phone
- (480) 575-1105
- Return prepared by
- STUART ROSENBLUM CPA ESQ
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-4143364
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $243,768
- Income (IRS master file)
- $84,730
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $52,895 | $84,468 | $243,768 | XML |
| 990-PF | December 2023 | $25,743 | $82,987 | $284,266 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 13-4143364).
Questions about WILLIAM AND BEVERLY ROCKFORD FOUNDATION INC
- What is the EIN of WILLIAM AND BEVERLY ROCKFORD FOUNDATION INC?
- The employer identification number (EIN) of WILLIAM AND BEVERLY ROCKFORD FOUNDATION INC is 13-4143364.
- Is WILLIAM AND BEVERLY ROCKFORD FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to WILLIAM AND BEVERLY ROCKFORD FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM AND BEVERLY ROCKFORD FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM AND BEVERLY ROCKFORD FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM AND BEVERLY ROCKFORD FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of WILLIAM AND BEVERLY ROCKFORD FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does WILLIAM AND BEVERLY ROCKFORD FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $52,895, expenses of $84,468 and total assets of $243,768 at year end.
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