Nonprofit · EIN 22-6098288
ZOCK ENDOWMENT TRUST
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $901,374 | $336,274 | $565,100 | $4,991,213 | $0 | $4,991,213 |
| September 30, 2024 | 990-PF | $534,293 | $346,860 | $187,433 | $4,463,448 | $0 | $4,463,448 |
| September 30, 2023 | 990-PF | $476,976 | $371,839 | $105,137 | $4,272,452 | $0 | $4,272,452 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $150,042
- Net gain from sales of assets
- $750,898
- Other income
- $434
Expenses
- Grants and similar amounts paid
- $201,000
- Compensation of officers, directors and key employees
- $70,690
- Disbursements for charitable purposes
- $254,018
- Excise tax on investment income
- $11,870
Balance sheet and other
- Total assets, start of year
- $4,463,448
- Total assets, end of year
- $4,991,213
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,991,213
- Fair market value of assets
- $7,615,964
- Qualifying distributions
- $254,018
- Net investment income
- $900,940
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT A ZOCK JR 98 BIRCH HILL ROAD, WARNER, NH 03278 | CO-TRUSTEE | 5 | $35,345 |
| JOSEPH A ZOCK 40 WEST 57TH STREET 19TH FLOOR, NEW YORK, NY 10019 | CO-TRUSTEE | 5 | $35,345 |
990-PF for the year ended September 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT A ZOCK JR 98 BIRCH HILL ROAD, WARNER, NH 03278 | CO-TRUSTEE | 5 | $32,624 |
| JOSEPH A ZOCK 40 WEST 57TH STREET 19TH FLOOR, NEW YORK, NY 10019 | CO-TRUSTEE | 5 | $32,624 |
990-PF for the year ended September 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT A ZOCK JR 98 BIRCH HILL ROAD, WARNER, NH 03278 | CO-TRUSTEE | 5 | $29,928 |
| JOSEPH A ZOCK 40 WEST 57TH STREET 19TH FLOOR, NEW YORK, NY 10019 | CO-TRUSTEE | 5 | $29,928 |
Address and contacts
- Address (IRS master file)
- 125 HIGH ST OLIVER ST TOWER SUITE, BOSTON, MA 02110-0000
- In care of
- % CAMBRIDGE TRUST CO
- Signed the 990-PF
- EASTERN BANK, Executive VP
- Phone
- (617) 441-1548
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 22-6098288
- 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
- 1968
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,991,213
- Income (IRS master file)
- $2,297,033
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $901,374 | $336,274 | $4,991,213 | XML |
| 990-PF | September 2024 | $534,293 | $346,860 | $4,463,448 | XML |
| 990-PF | September 2023 | $476,976 | $371,839 | $4,272,452 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 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 22-6098288).
Questions about ZOCK ENDOWMENT TRUST
- What is the EIN of ZOCK ENDOWMENT TRUST?
- The employer identification number (EIN) of ZOCK ENDOWMENT TRUST is 22-6098288.
- Is ZOCK ENDOWMENT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to ZOCK ENDOWMENT TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ZOCK ENDOWMENT TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ZOCK ENDOWMENT TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ZOCK ENDOWMENT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of ZOCK ENDOWMENT TRUST?
- The 990-PF for the year ended September 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $35,345 (ROBERT A ZOCK JR, CO-TRUSTEE).
- How much revenue does ZOCK ENDOWMENT TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $901,374, expenses of $336,274 and total assets of $4,991,213 at year end.
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