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Also known as: C/O CASTLEROCK ADVISORS
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Brock Family Foundation is a private trust based in BOSTON, MA. The foundation received its IRS ruling in 2011. The principal officer is Castle Rock Advisors LLC. It holds total assets of $6.9M. Annual income is reported at $3M. Total assets have grown from $5.1M in 2011 to $6.9M in 2024. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2024. Grantmaking is concentrated in Massachusetts. According to available records, Brock Family Foundation has made 7 grants totaling $2M, with a median grant of $250K. Annual giving has decreased from $1.5M in 2022 to $500K in 2023. Individual grants have ranged from $23K to $500K, with an average award of $288K. The foundation has supported 2 unique organizations. Grants have been distributed to organizations in Massachusetts and Indiana. Contributions to this foundation are tax-deductible.
Smallest Grant
$100K
Median Grant
$200K
Average Grant
$267K
Largest Grant
$500K
Based on 3 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Brock Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 7 grants. Its grantmaking reaches organizations primarily in MA, IN.
Brock Family Foundation has distributed a total of $2M across 7 grants. The median grant size is $250K, with an average of $288K. Individual grants have ranged from $23K to $500K.
Brock Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
Brock Family Foundation is headquartered in BOSTON, MA. While based in MA, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Jane Brock-Wilson | TRUSTEE | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$6.9M
Fair Market Value
N/A
Net Worth
$6.9M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
7
Total Giving
$2M
Average Grant
$288K
Median Grant
$250K
Unique Recipients
2
Most Common Grant
$250K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Winsor SchoolGENERAL USE | Boston, MA | $500K | 2023 |
| Purdue UniversityGENERAL USE | West Lafayette, IN | $250K | 2022 |