Zock Endowment Trust 5129887
EIN 226098288Total Given 2020–2024
$1.3M
40 grants · $253K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$24K
typical small grants · $15K–$40K
grant size
80%
deep partner · 8/10 multi-year
repeat
$7.1M
Assets (2024)
10
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
ROBERT A ZOCK JR
Phone
(617) 441-1548
Deadlines
NO DEADLINE
How to Apply
NO PARTICULAR FORM
Restrictions
NONE
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $249K | $6.2M | $234K | 8 |
| 2021 | $260K | $6.9M | $483K | 8 |
| 2022 | $282K | $5.5M | $410K | 8 |
| 2023 | $256K | $5.9M | $477K | 8 |
| 2024 | $217K | $7.1M | $534K | 8 |
Grant Size Distribution
Based on 40 grants on record
Minimum
$5K
25th Pctl
$15K
Median
$24K
Average
$32K
75th Pctl
$40K
Maximum
$92K
Geographic Distribution
Officers & Directors
RZ
Robert a Zock Jr
5+ yrs
Co-Trustee
JZ
Joseph a Zock
5+ yrs
Co-Trustee
RZ
Robert a Zock Jr
5+ yrs
Co-Trustee
JZ
Joseph a Zock
5+ yrs
Co-Trustee
JZ
Joseph a Zock
5+ yrs
Co-Trustee
RZ
Robert a Zock Jr
5+ yrs
Co-Trustee
RZ
Robert a Zock Jr
5+ yrs
Co-Trustee
JZ
Joseph a Zock
5+ yrs
Co-Trustee
JZ
Joseph a Zock
5+ yrs
Co-Trustee
RZ
Robert a Zock Jr
5+ yrs
Co-Trustee
CC
Cambridge Trust Company
Co-Trustee & Investment Manager
Grants Awarded (40 total)
| Purpose | ||||
|---|---|---|---|---|
| Us Charitable Gift Trust | Boston, MA | $91,700 | FOR ORGANIZATION'S GENERLA | 2022 |
| Us Charitable Gift Trust | Boston, MA | $85,100 | FOR ORGANIZATION'S GENERLA | 2021 |
| Us Charitable Gift Trust | Boston, MA | $79,100 | FOR ORGANIZATION'S GENERLA | 2020 |
| Us Charitable Gift Trust | Boston, MA | $66,400 | FOR ORGANIZATION'S GENERLA | 2023 |
| Unh Foundation | Durham, NH | $50,000 | FOR ORGANIZATION'S GENERAL | 2020 |
| Unh Foundation | Durham, NH | $50,000 | FOR ORGANIZATION'S GENERAL | 2021 |
| Unh Foundation | Durham, NH | $50,000 | FOR ORGANIZATION'S GENERAL | 2023 |
| Unh Foundation | Durham, NH | $50,000 | FOR ORGANIZATION'S GENERAL | 2024 |
| Unh Foundation | Durham, NH | $50,000 | FOR ORGANIZATION'S GENERAL | 2022 |
| New Hampshire Fodd Bank | Manchester, NH | $40,000 | FOR ORGANIZATION'S GENERAL | 2020 |
| New Hampshire Fodd Bank | Manchester, NH | $40,000 | FOR ORGANIZATION'S GENERAL | 2021 |
| New Hampshire Fodd Bank | Manchester, NH | $40,000 | FOR ORGANIZATION'S GENERAL | 2023 |
| New Hampshire Fodd Bank | Manchester, NH | $40,000 | FOR ORGANIZATION'S GENERAL | 2024 |
| New Hampshire Fodd Bank | Manchester, NH | $40,000 | FOR ORGANIZATION'S GENERAL | 2022 |
| Hallows High School | Bronx, NY | $35,000 | FOR ORGANIZATION'S GENERAL | 2023 |
| Hallows High School | Bronx, NY | $35,000 | FOR ORGANIZATION'S GENERAL | 2024 |
| Hallows High School | Bronx, NY | $35,000 | FOR ORGANIZATION'S GENERAL | 2022 |
| All Hallows High School | Bronx, NY | $30,000 | FOR ORGANIZTION'S GENERAL | 2020 |
| Hallows High School | Bronx, NY | $30,000 | FOR ORGANIZATION'S GENERAL | 2021 |
| Us Charitable Gift Trust | Boston, MA | $27,400 | FOR ORGANIZATION'S GENERLA | 2024 |
| Danny & Ron'S Rescue | Camden, SC | $20,000 | FOR ORGANIZATION'S GENERAL | 2020 |
| Danny & Ron'S Rescue | Camden, SC | $20,000 | FOR ORGANIZATION'S GENERAL | 2021 |
| Danny & Ron'S Rescue | Camden, SC | $20,000 | FOR ORGANIZATION'S GENERAL | 2023 |
| Manhattan College | Bronx, NY | $20,000 | FOR ORGANIZATION'S GENERAL | 2023 |
| Danny & Ron'S Rescue | Camden, SC | $20,000 | FOR ORGANIZATION'S GENERAL | 2024 |