Civic Intelligence

Robert E Schocker Charitable Trust

990PF • Fiscal year 2020 • EIN 20-6834005

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 29, 2021

3633 E Escalade AveSalt Lake City, UT 84121

(801) 554-8233

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,174,466

Flat from 2020

Net Assets

Flat

$1,174,466

Flat from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses

Revenue

Flat

$1,176,701

Flat from 2020

Expenses

Flat

$54,451

Flat from 2020

Net Income

Flat

$1,122,250

Flat from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $4,587Liabilities 2011: $02011Assets 2012: $15,977Liabilities 2012: $02012Assets 2013: $29,598Liabilities 2013: $02013Assets 2014: $85,191Liabilities 2014: $02014Assets 2015: $81,029Liabilities 2015: $02015Assets 2017: $73,721Liabilities 2017: $0Net Assets 2017: $73,7212017Assets 2019: $52,216Liabilities 2019: $02019Assets 2020: $1,174,466Liabilities 2020: $0Net Assets 2020: $1,174,4662020Assets 2020: $1,174,466Liabilities 2020: $0Net Assets 2020: $1,174,4662020Assets 2021: $1,138,194Liabilities 2021: $0Net Assets 2021: $1,138,1942021Assets 2022: $1,080,781Liabilities 2022: $0Net Assets 2022: $1,080,7812022Assets 2023: $980,555Liabilities 2023: $12023

Highlighted filing

2020

Assets$1,174,466
Liabilities$0
Net Assets$1,174,466

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $14,001Expenses 2011: $22,525Net Income 2011: -$8,5242011Revenue 2012: $48,940Expenses 2012: $37,550Net Income 2012: $11,3902012Revenue 2013: $21,121Expenses 2013: $7,500Net Income 2013: $13,6212013Revenue 2014: $81,732Expenses 2014: $26,139Net Income 2014: $55,5932014Revenue 2015: $26Expenses 2015: $4,188Net Income 2015: -$4,1622015Revenue 2017: $12Expenses 2017: $798Net Income 2017: -$7862017Revenue 2019: $7Expenses 2019: $16,945Net Income 2019: -$16,9382019Revenue 2020: $1,176,701Expenses 2020: $54,451Net Income 2020: $1,122,2502020Revenue 2020: $1,176,701Expenses 2020: $54,451Net Income 2020: $1,122,2502020Revenue 2021: $24,396Expenses 2021: $62,088Net Income 2021: -$37,6922021Revenue 2022: $9,574Expenses 2022: $72,161Net Income 2022: -$62,5872022Revenue 2023: -$13,595Expenses 2023: $82,661Net Income 2023: -$96,2562023

Highlighted filing

2020

Revenue$1,176,701
Expenses$54,451
Net Income$1,122,250
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 29, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert A SchockerTrustee-$0--
Pattie Schocker WrightTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert E Schocker Charitable Trust
EIN
20-6834005
Phone
8015548233
Address
3633 E Escalade Ave, Salt Lake City, UT 84121

Signing Officer

Name
Robert A Schocker
Title
Trustee
Phone
8015548233
Signed
2021-03-29
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Bradshaw PLLC
Address
5296 S Commerce Dr Ste 300, Salt Lake City, UT 84107
Preparer
William R Denney
Phone
8012814700
Raw XML Appendix371 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Robert A Schocker
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Pattie Schocker Wright
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Robert A Schocker
IRS990PF/StatementsRegardingActyGrp/PhoneNum08015548233
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt218000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0teacher appreciation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1high school sports programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2endowment fund
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Teacher Appreciation Awards
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Davis Education Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2University of Utah
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02275 South Davis Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt145 E Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2201 Presidents Circle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Bountiful
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Farmington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Salt Lake City
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2UT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd284112
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014422
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014422
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01450
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04572
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0798
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04188
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04188
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt031998
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05978
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01450
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04572
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0798
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019200
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020400
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05978
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt036186
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt030208
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0R E Schocker Charitable Remainder
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1R E Schocker Family CRUT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02425 Pheasant Way
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt12425 Pheasant Way
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Bountiful
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Bountiful
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd084010
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd184010
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0416148
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1511374
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0348003
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1374755
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0securities
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1Securities
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0attorney fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt030619
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Office Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0277
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0264681
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0264681
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0264681
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt01955
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01955
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Advisor fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Appraisal fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01955
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert A Schocker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08015548233
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Robert E Schocker Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0206834005
ReturnHeader/Filer/PhoneNum08015548233
ReturnHeader/Filer/USAddress/AddressLine1Txt03633 E Escalade Ave
ReturnHeader/Filer/USAddress/CityNm0Salt Lake City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084121
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455533242
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Anderson Bradshaw PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05296 S Commerce Dr Ste 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Salt Lake City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084107
ReturnHeader/PreparerPersonGrp/PhoneNum08012814700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William R Denney
ReturnHeader/ReturnTs02021-03-29T09:51:56-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Robert A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Schocker
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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