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 2024. As of 2024, the organization holds $4.5M in total assets. In 2024, it awarded 8 grants totaling $217K. Net investment income was $462K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.5M
+4.5% YoY
Annual Giving
$217K
-15.2% YoY
Grant Count
8
+0.0% YoY
Avg Grant Size
$27K
-15.2% YoY
Under IRS private-foundation payout rules, Zock Endowment Trust 5129887 reported a distributable amount of $285K for 2024 — the minimum it must pay out in qualifying distributions.
About Zock Endowment Trust 5129887
Based on IRS filings
Zock Endowment Trust 5129887 is a private foundation focused on Education, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.5M in total assets. In 2024, it awarded 8 grants totaling $217K. Net investment income was $462K.
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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 | $4,463,448 | $4,272,452 | $4,208,023 |
| Revenue | $534,293 | $476,976 | $409,902 |
| Expenses | $346,860 | $371,839 | $415,586 |
| Qualifying Distributions | $266,336 | $301,292 | $333,008 |
| Net Investment Income | $461,706 | $410,267 | $335,626 |
| Distributable Amount | $285,006 | $262,260 | $307,741 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
40 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Unh Foundation ($50,000), New Hampshire Fodd Bank ($40,000), Hallows High School ($35,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UNH FOUNDATION DURHAM, NH | FOR ORGANIZATION'S GENERAL | $50,000 |
| ST ANNE'S SHRINE ISLE LA MOTTE, VT | FOR ORGANIZATION'S GENERLA | $15,000 |
| DANNY & RON'S RESCUE CAMDEN, SC | FOR ORGANIZATION'S GENERAL | $20,000 |
| US CHARITABLE GIFT TRUST BOSTON, MA | FOR ORGANIZATION'S GENERLA | $27,400 |
| NEW HAMPSHIRE FODD BANK MANCHESTER, NH | FOR ORGANIZATION'S GENERAL | $40,000 |
| MANHATTAN COLLEGE BRONX, NY | FOR ORGANIZATION'S GENERAL | $20,000 |
| NYU STERN - SCHOLARSHIP NEW YORK, NY | FOR ORGANIZATION'S GENERAL | $10,000 |
| HALLOWS HIGH SCHOOL Bronx, NY | FOR ORGANIZATION'S GENERAL | $35,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT A ZOCK JR | CO-TRUSTEE | 5 | $32,624 |
| JOSEPH A ZOCK | CO-TRUSTEE | 5 | $32,624 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Zock Endowment Trust 5129887?
Zock Endowment Trust 5129887 is a private foundation focused on Education, based in BOSTON, MA. It holds $4.5M in total assets as of 2024.
How large is Zock Endowment Trust 5129887?
As of 2024, Zock Endowment Trust 5129887 holds $4.5M in total assets with $534K in annual revenue. It awarded 8 grants totaling $217K in 2024.
Where does Zock Endowment Trust 5129887 operate?
Zock Endowment Trust 5129887 has awarded grants in Massachusetts, New Hampshire, New York, South Carolina, Vermont.
What size grants does Zock Endowment Trust 5129887 award?
In 2024, Zock Endowment Trust 5129887 awarded 8 grants totaling $217K — an average of about $27K per grant, based on its IRS Form 990 filings.
How much is Zock Endowment Trust 5129887 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Zock Endowment Trust 5129887 reported a distributable amount of $285K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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