Robert E Schocker Charitable Trust
The Robert E Schocker Charitable Trust is a private foundation based in Salt Lake City, Utah. Its 2025 filing reports grants to charitable organizations, with 95% of grant dollars going to recipients in Utah.
Robert E Schocker Charitable Trust at a glance
In short: Robert E Schocker Charitable Trust gave $56K across 33 grants in 2025 (avg $2K), mostly in Utah. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $56,269
- +8.8% vs 2024
- Grants made (2025)
- 33
- +3.1% vs 2024
- Average grant
- $1,705
- +5.5% vs 2024
- Median grant
- $1,050
- Total assets
- $895,340
- -4.5% vs 2024
- Primary geography
- Utah (95% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Robert E Schocker Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 3633 E Escalade Ave, Salt Lake City, UT 84121
Phone: (801) 554-8233
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Robert E Schocker Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Red Butte Garden ($6K). Together the top 10 received $34K.
Grant Size Distribution
102 grants across all recorded years
The most common grant size was under $50K: 102 grants of 102 (100%).
Geographic Focus
Where this funder awards grants
The trust is based in Salt Lake City, Utah. In 2025, 95% of its grant dollars went to organizations in Utah; the remaining shares went to Illinois (2%), Hawaii (2%), and Florida (1%).
Grant Distribution by State
Share of 2025 grant dollars across all 33 itemized grants.
Cities
How Robert E Schocker Charitable Trust gives
- 52% of 2025 grantees were also funded in 2024. Method
- Giving grew 95% from 2022 to 2025. Method
- In 2025 it paid out 109% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $8K (2021) to $56K (2025). In 2025 it made 33 grants totaling $56K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Red Butte Garden Salt Lake City, UT | Botanical Garden Support | $5,904 |
| Roam Humanitarian Heber City, UT | Contribute to Charity | $5,745 |
| Davis School District Farmington, UT | Contribution to Charity | $4,155 |
| Weber State Fundraiser Ogden, UT | Contribute to Charity | $3,900 |
| Giving Hope Charity Orem, UT | Contribute to Charity | $3,900 |
| Save Our Canyons Cottonwood Heights, UT | Contribute to Charity | $2,500 |
| Utah Food Bank Salt Lake City, UT | Contribution to Charity | $2,100 |
| Primary's Children Salt Lake City, UT | Contribute to Charity | $2,000 |
| Make-a-Wish Foundation Murray, UT | Contribution to Charity | $2,000 |
| Woods Cross Teen Center Woods Cross, UT | Contribution to Charity | $2,000 |
Ready to take the next step with Robert E Schocker Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $895,340 | $52,690 | $95,251 | $56,269 | 33 | $56,269 | $13,708 | $51,779 |
| 2024 | $937,703 | $46,779 | $89,961 | $51,727 | 32 | $51,727 | $8,544 | $52,283 |
| 2023 | $980,555 | $-13,595 | $82,661 | $41,279 | 21 | $41,279 | — | $50,583 |
| 2022 | $1,080,781 | $9,574 | $72,161 | $28,787 | 11 | $28,787 | $5,706 | $54,813 |
| 2021 | $1,138,194 | $24,396 | $62,088 | $8,014 | 5 | $8,014 | — | $58,321 |
| 2020 | $1,174,466 | $1,176,701 | $54,451 | $20,400 | 3 | — | $265,212 | $14,422 |
Under IRS private-foundation payout rules, Robert E Schocker Charitable Trust reported a distributable amount of $52K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants show support for organizations working in areas including botanical gardens, humanitarian aid, education, food assistance, children’s services, environmental conservation, animal welfare, homelessness services, higher education, and the arts.
Grantees describe their own missions as follows: Roam Humanitarian says it works to create sustainable change for communities in need around the world; the Humane Society of Utah says it is dedicated to eliminating pain, fear, and suffering in animals; Trails Utah says it works on trails advocacy, planning, funding, and construction in Utah. The Road Home describes its mission as helping people and families move out of homelessness in Salt Lake County. Ballet West says it inspires and empowers a broad community through ballet exposure, training, and education. These are the grantees’ descriptions, not stated missions of the trust.
Grantmaking
In 2025, the trust reported 33 grants totaling $56,269. Grants ranged from $180 to $5,904, with a median grant of $1,050.
Among its largest 2025 grants were $5,904 to Red Butte Garden for botanical garden support; $5,745 to Roam Humanitarian; $4,155 to Davis School District; $3,900 each to Weber State Fundraiser and Giving Hope Charity; $2,500 to Save Our Canyons; and $2,100 to Utah Food Bank. Other notable awards included $2,000 each to Primary’s Children, Make-A-Wish Foundation, and Woods Cross Teen Center.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Robert A Schocker and Pattie Schocker Wright as trustees.
Robert E Schocker Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Pattie Schocker Wright
Trustee
On filings since 2020
No compensation reported
Robert A. Schocker
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Robert E Schocker Charitable Trust
How much does Robert E Schocker Charitable Trust give each year?
Robert E Schocker Charitable Trust gave $56K across 33 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $52K across 32 grants.
What is Robert E Schocker Charitable Trust's typical grant size?
Robert E Schocker Charitable Trust's median grant in 2025 was $1,050, and its average grant was $1,705, across 33 grants on its 2025 IRS Form 990-PF.
Where does Robert E Schocker Charitable Trust give grants?
Robert E Schocker Charitable Trust gives mostly in Utah: 95% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Salt Lake City, UT (10 grants), Orem, UT (2 grants), Cottonwood Heights, UT (2 grants) and Murray, UT (2 grants).
Does Robert E Schocker Charitable Trust give general operating support?
Not in 2025: none of the 33 grants with a stated purpose on Robert E Schocker Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Contribute to Charity" (21 grants) and "Contribution to Charity" (11 grants).
Who are Robert E Schocker Charitable Trust's largest grantees?
Robert E Schocker Charitable Trust's largest 2025 grantees include Red Butte Garden ($5,904), Roam Humanitarian ($5,745) and Davis School District ($4,155), according to its 2025 IRS Form 990-PF. Together they received 28% of its itemized 2025 grant dollars.
How large is Robert E Schocker Charitable Trust?
Robert E Schocker Charitable Trust reported $895K in total assets on its 2025 IRS Form 990-PF. It paid out $56K in qualifying distributions that year, against a required minimum of $52K (roughly 5% of its investment assets).
What does Robert E Schocker Charitable Trust fund?
No mission statement for the trust is provided. See mission & focus areas ↑
How do I apply for a grant from Robert E Schocker Charitable Trust?
The trust does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Robert E Schocker Charitable Trust's EIN?
Robert E Schocker Charitable Trust's EIN (Employer Identification Number) is 20-6834005. IRS Form 990 filing data is available on this page for 2020–2025.
Does Robert E Schocker Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 1, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Robert E Schocker Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Lawrence & Janet Dee Foundation
Salt Lake City, UT
The foundation supports arts and culture, community services, conservation, education, and healthcare, with preference for work serving Ogden and Salt Lake City; applicants must be Utah-based, and other Utah requests are considered on a limited basis. Its 2024 filing reported $3,041,500 in grants, but the available information does not establish a typical award size. It accepts applications from eligible 501(c)(3) organizations, though its website limits portal applications to organizations funded within the past three years; the fall 2026 inquiry period is closed.
Assets
$52.3M
Grants
1
Total Given
$3.0M
Bamberger Allen Health & Education
Salt Lake City, UT
Bamberger Allen Health & Education supports charitable organizations in areas including food assistance, health, education, arts, animal welfare, and services for people affected by interpersonal violence, primarily in Utah, with some funding in Colorado. Its 2024 grants ranged from $5,000 to $45,000, with a median of $11,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$2.1M
Grants
16
Total Given
$237K
Willard L Eccles Charitable Foundation
Salt Lake City, UT
The Willard L. Eccles Charitable Foundation supports nonprofits focused on education, the environment, social services, basic science, and healthcare for underserved people, especially projects combining these areas. It primarily funds work in Utah and the Intermountain West; 2024 grants ranged from $500 to $100,000, with a median of $10,000. It does not accept unsolicited funding requests and gives mainly to preselected organizations.
Assets
$26.6M
Grants
80
Total Given
$1.5M
Kenneth & Joanne Mayne Foundation
Holladay, UT
The Kenneth & Joanne Mayne Foundation supports charitable organizations working in areas including disability services, housing, substance-use treatment, survivor support, youth and families, animal welfare, and services for older adults. Its 2024 grants ranged from $1,000 to $3,000, typically $2,000, with 81% of grant dollars going to Utah recipients. It does not accept unsolicited requests and gives only to preselected organizations.
Assets
$1.7M
Grants
30
Total Given
$52K
Bill and Pat Child Family Foundation
Salt Lake City, UT
The foundation supports education, charitable, religious, and health programs, with a mission focused on improving opportunities for people in need; nearly all of its 2025 grant dollars went to organizations in Utah. In 2025, grants ranged from $50 to $1,335,000, with a median of $1,750. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$10.2M
Grants
46
Total Given
$2.8M
More similar funders
More Funders in Utah
Cite this profile
Grantable. (2026). Robert E Schocker Charitable Trust funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/robert-e-schocker-charitable-trust-morg_e523aa6183b341daa25c1512ba26e836
BibTeX
@misc{grantable_206834005_2026,
author = {{Grantable}},
title = {{Robert E Schocker Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/robert-e-schocker-charitable-trust-morg_e523aa6183b341daa25c1512ba26e836},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Robert E Schocker Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Robert E Schocker Charitable Trust down — hundreds of funders to go?