Civic Intelligence

Robert E Schocker Charitable Trust

990PF • Fiscal year 2023 • EIN 20-6834005

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

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

$980,555

Flat from 2023

Net Assets

$980,555

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses

Revenue

Flat

-$13,595

Flat from 2023

Expenses

Flat

$82,661

Flat from 2023

Net Income

Flat

-$96,256

Flat from 2023

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 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: $0Net Assets 2023: $980,5552023Assets 2023: $980,555Liabilities 2023: $12023

Highlighted filing

2023

Assets$980,555
Liabilities$0
Net Assets$980,555

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 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: -$96,2562023Revenue 2023: -$13,595Expenses 2023: $82,661Net Income 2023: -$96,2562023

Highlighted filing

2023

Revenue-$13,595
Expenses$82,661
Net Income-$96,256
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
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
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Haynie & Company
Address
1785 WEST 2300 SOUTH, SALT LAKE CITY, UT 84119
Preparer
David R Peterson CPA
Phone
8019724800
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3ALZHEIMERS ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4PRIMARY'S CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5SAVE OUR CANYONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6LIGHT THE WORLD GIVING MACHINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7HOPE BOX - WALL OF HOPE RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8LYNDEN LEGACY TURKEY TROT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11MUELLER PARK FUNDRAISER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm13HUMANE SOCIETY OF UTAH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm18BRIGHTON FOOTBALL FUNDRAISER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm20COTTONWOOD HEIGHTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1893427
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2084121
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt041279
IRS990PF/UndistributedIncomeGrp/Taxable2Amt03056
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt050583
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt044335
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MEETINGS
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PAYROLL PROCESSING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PAYROLL TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0650
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12896
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt24265
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt42495
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0650
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12896
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24265
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3647
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt42495
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01108
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012929
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT A SCHOCKER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT E SCHOCKER CHARITABLE TRUST

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