Zock Endowment Trust 5129887
Zock Endowment Trust 5129887 is a private foundation focused on Education, based in Boston, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $5.0M in total assets. In 2025, it awarded 7 grants totaling $201K. Net investment income was $854K.
Zock Endowment Trust 5129887 at a glance
In short: Zock Endowment Trust 5129887 gave $201K across 7 grants in 2025 (avg $29K), top state New Hampshire. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $201,000
- -7.5% vs 2024
- Grants made (2025)
- 7
- -12.5% vs 2024
- Average grant
- $28,714
- +5.7% vs 2024
- Median grant
- $20,000
- Total assets
- $4,991,213
- +11.8% vs 2024
- Primary geography
- New Hampshire (45% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Zock Endowment Trust 5129887 funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was UNH Foundation ($50K). Together the top 7 received $201K.
Grant Size Distribution
39 grants across all recorded years
The most common grant size was under $50K: 31 grants of 39 (79%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How Zock Endowment Trust 5129887 gives
- Giving fell 29% from 2022 to 2025. Method
- In 2025 it paid out 75% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $201K (2025) to $282K (2022). In 2025 it made 7 grants totaling $201K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| UNH Foundation Durham, NH | For Organization's General | $50,000 |
| US Charitable Gift Trust Boston, MA | For Organization's Generla | $46,000 |
| New Hampshire Fodd Bank Manchester, NH | For Organization's General | $40,000 |
| Danny & Ron's Rescue Camden, SC | For Organization's General | $20,000 |
| Manhattan College Bronx, NY | For Organization's General | $20,000 |
| St Anne's Shrine Isle La Motte, VT | For Organization's Generla | $15,000 |
| NYU Stern - Scholarship New York, NY | For Organization's General | $10,000 |
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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 | $4,991,213 | $901,374 | $336,274 | $201,000 | 7 | $254,018 | $853,949 | $336,459 |
| 2024 | $4,463,448 | $534,293 | $346,860 | $217,400 | 8 | $266,336 | $461,706 | $285,006 |
| 2023 | $4,272,452 | $476,976 | $371,839 | $256,400 | 8 | $301,292 | $410,267 | $262,260 |
| 2022 | $4,208,023 | $409,902 | $415,586 | $281,700 | 8 | $333,008 | $335,626 | $307,741 |
| 2021 | $4,177,901 | $482,632 | $386,684 | $260,100 | 8 | — | $407,177 | $337,081 |
| 2020 | $4,076,231 | $234,258 | $371,116 | $249,100 | 8 | — | $177,375 | $311,077 |
Under IRS private-foundation payout rules, Zock Endowment Trust 5129887 reported a distributable amount of $336K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Zock Endowment Trust 5129887's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Joseph A. Zock
Co-Trustee
On filings since 2020
5 hrs/week
$29K (2020) → $35K (2025)
Robert A. Zock Jr.
Co-Trustee
On filings since 2020
5 hrs/week
$29K (2020) → $35K (2025)
Former officers (1)
- Former: Cambridge Trust Company (2020) — Co-Trustee & Investment Manager
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $35K, to Robert a Zock Jr (Co-Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Zock Endowment Trust 5129887
How much does Zock Endowment Trust 5129887 give each year?
Zock Endowment Trust 5129887 gave $201K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $217K across 8 grants.
What is Zock Endowment Trust 5129887's typical grant size?
Zock Endowment Trust 5129887's median grant in 2025 was $20,000, and its average grant was $28,714, across 7 grants on its 2025 IRS Form 990-PF.
Where does Zock Endowment Trust 5129887 give grants?
Zock Endowment Trust 5129887's top state is New Hampshire, with 45% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Massachusetts (23%) and New York (15%).
Does Zock Endowment Trust 5129887 give general operating support?
Yes: 71% of Zock Endowment Trust 5129887's 2025 grants with a stated purpose (5 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Zock Endowment Trust 5129887's largest grantees?
Zock Endowment Trust 5129887's largest 2025 grantees include UNH Foundation ($50,000), US Charitable Gift Trust ($46,000) and New Hampshire Fodd Bank ($40,000), according to its 2025 IRS Form 990-PF. Together they received 68% of its itemized 2025 grant dollars.
How large is Zock Endowment Trust 5129887?
Zock Endowment Trust 5129887 reported $5.0M in total assets on its 2025 IRS Form 990-PF. It paid out $254K in qualifying distributions that year, against a required minimum of $336K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Zock Endowment Trust 5129887?
Zock Endowment Trust 5129887 is a private foundation focused on Education, based in Boston, MA. It holds $5.0M in total assets as of 2025.
What is Zock Endowment Trust 5129887's EIN?
Zock Endowment Trust 5129887's EIN (Employer Identification Number) is 22-6098288. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 11, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 5, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Zock Endowment Trust 5129887 funds
Education Open opportunities, soonest deadline first.
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