Funder DirectoryZOCK ENDOWMENT TRUST 5129887
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Private foundation (trust)EIN 226098288Est. 1968-05

ZOCK ENDOWMENT TRUST 5129887

BOSTON, MA 02110

Total Assets

$7.1M

FY 2023

Annual Giving

$217K

FY 2023

Grants Made

8

FY 2023

Avg Grant

$27K

FY 2023

Grant Range

$10K–$50K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$534K

Total Expenses

$347K

Qualifying Distributions

$266K

Distributable Amount

$285K

Min. Investment Return

$291K

Undistributed Income

$236K

Payout rate 93%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.93%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

8 grants

Grant sizes from minimum $10K through median $24K to maximum $50K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2019 to 2023. Peak $282K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

40 grants

US CHARITABLE GIFT TRUST
$350K
5 grants
UNH FOUNDATION
$250K
5 grants
NEW HAMPSHIRE FODD BANK
$200K
5 grants
HALLOWS HIGH SCHOOL
$135K
4 grants
DANNY & RON'S RESCUE
$100K
5 grants
MANHATTAN COLLEGE
$80K
5 grants
ST ANNE'S SHRINE
$75K
5 grants
NYU STERN - SCHOLARSHIP
$40K
4 grants

Grant Size Distribution

40 grants

<$10K
7
grants
$10–50K
29
grants
$50–250K
4
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

5 states

New Hampshire
$450K
36% of total
Massachusetts
$350K
28% of total
New York
$290K
23% of total
South Carolina
$100K
8% of total
Vermont
$75K
6% of total

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ZOCK ENDOWMENT TRUST 5129887 — Grants, Financials & Contact | Grantivo