Nonprofit · EIN 20-6834005
ROBERT E SCHOCKER CHARITABLE TR
Also known as ROBERT E SCHOCKER TTEE
Tax-exempt · BOUNTIFUL, UT 84010
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $52,690 | $95,251 | -$42,561 | $895,340 | $0 | $895,340 |
| December 31, 2024 | 990-PF | $46,779 | $89,961 | -$43,182 | $937,703 | $0 | $937,703 |
| December 31, 2023 | 990-PF | -$13,595 | $82,661 | -$96,256 | $980,555 | $0 | $980,555 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $35,179
- Interest
- $3,264
- Net gain from sales of assets
- $14,247
Expenses
- Grants and similar amounts paid
- $56,269
- Salaries, compensation and benefits (total)
- $16,000
- Disbursements for charitable purposes
- $56,269
- Excise tax on investment income
- $191
Balance sheet and other
- Total assets, start of year
- $937,703
- Total assets, end of year
- $895,340
- Total liabilities, end of year
- $0
- Net assets, end of year
- $895,340
- Fair market value of assets
- $1,081,369
- Qualifying distributions
- $56,269
- Net investment income
- $52,690
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT A SCHOCKER 3633 E ESCALADE AVE, SALT LAKE CITY, UT 84121 | Trustee | 0 | $0 |
| PATTIE SCHOCKER WRIGHT 2425 PEHASANT WAY, BOUNTIFUL, UT 84010 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT A SCHOCKER 3633 E ESCALADE AVE, SALT LAKE CITY, UT 84121 | Trustee | 0 | $0 |
| PATTIE SCHOCKER WRIGHT 2425 PEHASANT WAY, BOUNTIFUL, UT 84010 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT A SCHOCKER 3633 E ESCALADE AVE, SALT LAKE CITY, UT 84121 | Trustee | 0 | $0 |
| PATTIE SCHOCKER WRIGHT 2425 PEHASANT WAY, BOUNTIFUL, UT 84010 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2425 PHEASANT WAY, BOUNTIFUL, UT 84010-4338
- Signed the 990-PF
- ROBERT A SCHOCKER, Trustee
- Phone
- (801) 554-8233
- Return prepared by
- HAYNIE & COMPANY
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-6834005
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $895,340
- Income (IRS master file)
- $408,580
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $52,690 | $95,251 | $895,340 | XML |
| 990-PF | December 2024 | $46,779 | $89,961 | $937,703 | IRS |
| 990-PF | December 2023 | -$13,595 | $82,661 | $980,555 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-6834005).
Questions about ROBERT E SCHOCKER CHARITABLE TR
- What is the EIN of ROBERT E SCHOCKER CHARITABLE TR?
- The employer identification number (EIN) of ROBERT E SCHOCKER CHARITABLE TR is 20-6834005.
- Is ROBERT E SCHOCKER CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to ROBERT E SCHOCKER CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT E SCHOCKER CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT E SCHOCKER CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT E SCHOCKER CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ROBERT E SCHOCKER CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does ROBERT E SCHOCKER CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $52,690, expenses of $95,251 and total assets of $895,340 at year end.
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