Zock Endowment Trust 5129887
BOSTON, MA EIN: 22-6098288
Financial Overview
From 2024 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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
No grants recorded for .
Who else does Zock Endowment Trust 5129887 fund?
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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 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
New Hampshire $450K (36%)
Massachusetts $350K (28%)
New York $290K (23%)
South Carolina $100K (8%)
Vermont $75K (6%)
Cities
BostonBronxCamdenDurhamIsle La MotteManchesterNew York
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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