Robert E Schocker Charitable Trust
Robert E Schocker Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SALT LAKE CITY, UT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $938K in total assets. In 2024, it awarded 32 grants totaling $52K. Net investment income was $9K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$938K
-4.4% YoY
Annual Giving
$52K
+25.3% YoY
Grant Count
32
+52.4% YoY
Avg Grant Size
$2K
-17.8% YoY
Under IRS private-foundation payout rules, Robert E Schocker Charitable Trust reported a distributable amount of $52K for 2024 — the minimum it must pay out in qualifying distributions.
About Robert E Schocker Charitable Trust
Based on IRS filings
Robert E Schocker Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SALT LAKE CITY, UT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $938K in total assets. In 2024, it awarded 32 grants totaling $52K. Net investment income was $9K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $937,703 | $980,555 | $1,080,781 |
| Revenue | $46,779 | $-13,595 | $9,574 |
| Expenses | $89,961 | $82,661 | $72,161 |
| Qualifying Distributions | $51,727 | $41,279 | $28,787 |
| Net Investment Income | $8,544 | — | $5,706 |
| Distributable Amount | $52,283 | $50,583 | $54,813 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
72 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Red Butte Garden ($5,904), Pleasant Grovealpine School Distric ($5,500), Muir Elementary School ($5,145).
| Recipient | Purpose | Amount |
|---|---|---|
| RED BUTTE GARDEN SALT LAKE CITY, UT | BOTANICAL GARDEN SUPPORT | $5,904 |
| MUIR ELEMENTARY SCHOOL BOUNTIFUL, UT | CONTRIBUTION TO CHARITY | $5,145 |
| UTAH FOOD BANK SALT LAKE CITY, UT | CONTRIBUTION TO CHARITY | $1,300 |
| THIS IS THE PLACE FOUNDATION SALT LAKE CITY, UT | CONTRIBUTE TO CHARITY | $200 |
| HOGLE ZOO SALT LAKE CITY, UT | CONTRIBUTE TO CHARITY | $1,040 |
| ALZHEIMERS ASSOCIATION CHICAGO, IL | CONTRIBUTE TO CHARITY | $3,000 |
| PRIMARY'S CHILDREN SALT LAKE CITY, UT | CONTRIBUTE TO CHARITY | $3,000 |
| SAVE OUR CANYONS COTTONWOOD HEIGHTS, UT | CONTRIBUTE TO CHARITY | $1,500 |
| WEBER STATE FUNDRAISER OGDEN, UT | CONTRIBUTE TO CHARITY | $2,900 |
| HUMANE SOCIETY OF UTAH MURRAY, UT | CONTRIBUTE TO CHARITY | $550 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT A SCHOCKER | Trustee | — | — |
| PATTIE SCHOCKER WRIGHT | Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Robert E Schocker Charitable Trust?
Robert E Schocker Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SALT LAKE CITY, UT. It holds $938K in total assets as of 2024.
How large is Robert E Schocker Charitable Trust?
As of 2024, Robert E Schocker Charitable Trust holds $938K in total assets with $47K in annual revenue. It awarded 32 grants totaling $52K in 2024.
Where does Robert E Schocker Charitable Trust operate?
Robert E Schocker Charitable Trust has awarded grants in California, Connecticut, District of Columbia, Georgia, Hawaii, Illinois, Nebraska, New York, Utah.
What size grants does Robert E Schocker Charitable Trust award?
In 2024, Robert E Schocker Charitable Trust awarded 32 grants totaling $52K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Robert E Schocker Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert E Schocker Charitable Trust reported a distributable amount of $52K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Robert E Schocker Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.