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Zock Endowment Trust EIN 22-6098288 Form 990 (PDF) Claim this org

Zock Endowment Trust

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A private foundation based in Boston, MA. It reported about $901K in revenue for 2024. For fiscal year 2025 it reported $901K in revenue, $336K in expenses, and $5.0M in net assets.Pt I

Type
Private foundation / grantmaker · Nonprofit
Location
Boston, MA
Filings
6 on file (2020–2025)
Revenue
$901KFY2025
Expenses
$336K
Net assets
$5.0M
People
2
Filings
6
Updates
0
More identity details & actions ⌄
EIN  22-6098288 Private foundation / grantmaker Boston, MA
Form 990 (PDF)
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Size
$100K–1M
What they do
A private foundation based in Boston, MA. It reported about $901K in revenue for 2024.
Leadership
Robert a Zock JR · Co-Trustee · $35K
Money in and out
$901K revenue, $336K expenses
Bottom line
—
Grants paid & assets · FY2025
Total revenue
$901K
Pt VIII · Ln 12
Total expenses
$336K
Pt IX · Ln 25
Net assets
$5.0M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $565K
Total assets
5.0M
deployed as grants and operations
Grants paid
201K
in FY2025
Grants made
7grants
total in period
Payout rate
4%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 7 grants · $201K · 2024–2024
Unh FoundationFY2024$50,000
The US Charitable Gift TrustMA · FY2024$46,000
New Hampshire Fodd BankFY2024$40,000
Manhattan UniversityNY · FY2024$20,000
Danny & Ron's RescueFY2024$20,000
St Anne's ShrineFY2024$15,000
NYU Stern - ScholarshipFY2024$10,000

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV2
Average grantPart XV$29K
Median grantPart XV$20K
Largest grantPart XV$50K
Top cause focusNTEEColleges & Universities (14%)

Summary of the Filing

Part I · fiscal year 2025 · Form 990-PF
Revenue
$901K
FY2025▲ +69%
Expenses
$336K
FY2025▼ -3%
Total assets
$5.0M
FY2025▲ +12%
Total liabilities
$0
FY2025
Total revenue
$901K
Pt VIII · Ln 12
Total expenses
$336K
Pt IX · Ln 25
Net assets
$5.0M
Pt X · Ln 32
Total assetsPt II$5.0M

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CZock Endowment Trust
EINHdr · item D22-6098288
Principal addressHdr · item CBoston, MA
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MMA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFMay 1968

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$35,345Pt VII · Sec A
Joseph a Zock
Co-Trustee
$35,345Pt VII · Sec A
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Statement of Revenue

Part VIII
Investment income100%$901K
Other revenue$434
Total revenueLn 12$901K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.60 Operating & administrative $0.40
Grants & contributions paid60%$201K
Operating & administrative40%$135K
Total functional expensesLn 25$336K

Balance Sheet

Part X · end of year
CashLn 1$688K
Total assetsLn 16$5.0M
Total liabilitiesLn 26$0
Total net assetsLn 32$5.0M
Months of cash on handcomputed24.6

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $5.0M
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $901K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $901K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $901K · Prior year $534K
+69%
Revenue CAGR
FY2019 $234K · FY2024 $901K
+31%
Net-asset trend (YoY)
End of year $5.0M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $901K · Expenses $336K
+63%
Liabilities-to-Assets
Total liabilities — · Total assets $5.0M
—
Net-asset ratio
Net assets $5.0M · Total assets $5.0M
100%
People & payroll
Highest Reported Total Compensation
Individual Robert a Zock JR · Reported title CO-TRUSTEE · Highest reported compensation $35K · Total expenses $336K
11%
Personnel share
not reported
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Revenue growth 69%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$901K revenue · viewing · ⤓ 990 PDF
FY2024$534K revenue · ⤓ 990 PDF
FY2023$477K revenue · ⤓ 990 PDF
FY2022$410K revenue · ⤓ 990 PDF
FY2021$483K revenue · ⤓ 990 PDF
FY2020$234K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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