BETA

HOCKER FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
HOCKER FOUNDATION (EIN 73-1528918)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-04-30
IRS object ID
202021219349100917
Schema version
2019v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-04-30T11:52:05-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN825087389PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Total Tax ServicesBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12725 Jefferson Street Suite 8AAddressLine1Txt
CityCarlsbadCityNm
State AbbreviationCAStateAbbreviationCd
ZIP920081708ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731528918EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Hocker FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHOCKBusinessNameControlTxt
Phone7604385503PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 7292AddressLine1Txt
CityRancho Santa FeCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92067ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPamela SchultePersonNm
Person TitleTrusteePersonTitleTxt
Signature2020-04-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMatthew Mason EAPreparerPersonNm
PTINP00890744PTIN
Phone7607209917PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$944,704FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$116InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$116InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$116InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$13,337DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,337DividendsNetInvstIncmAmt
Dividends Adj Net Incm$13,337DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$353NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$24,508GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$353CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$21NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$179,560OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$121,264OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$193,366TotalRevAndExpnssAmt
Total Net Invst Incm$135,070TotalNetInvstIncmAmt
Total Adj Net Incm$13,474TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$95,040CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$1,173LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,173LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$5,570AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,570AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$3,443OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,443OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$18,535OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$123,761TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,186TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$123,761TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,186TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$69,605ExcessRevenueOverExpensesAmt
Net Investment Income$124,884NetInvestmentIncomeAmt
Adjusted Net Income$13,474AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,779CashBOYAmt
Cash EOY$7,313CashEOYAmt
Cash EOYFMV$7,313CashEOYFMVAmt
Corporate Stock BOY$392,171CorporateStockBOYAmt
Corporate Stock EOY$403,955CorporateStockEOYAmt
Corporate Stock EOYFMV$437,391CorporateStockEOYFMVAmt
Other Investments BOY$2,736,133OtherInvestmentsBOYAmt
Other Investments EOY$500,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$500,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,137,083TotalAssetsBOYAmt
Total Assets EOY$911,268TotalAssetsEOYAmt
Total Assets EOYFMV$944,704TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,137,083NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$3,137,083TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$911,268TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,137,083TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$911,268TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,137,083TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$69,605ExcessRevenueOverExpensesAmt
Subtotal$3,206,688SubtotalAmt
Other Decreases$2,295,420OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$911,268TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
74sh Vngrd Ftse Dev MktsP2019-05-102019-09-11$3,053$3,032$21$21
436 Vngrd Ftse Dev MktsP2015-03-122019-09-11$17,989$17,173$816$816
84 Vngrd Ftse Dev MktsP2018-02-012019-09-11$3,466$3,950-$484-$484
FieldValueIRS element (for citing)
Capital Gain Net Income$353CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$21NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr4$1,752,725NetVlNoncharitableAssetsYr4Amt
Adjusted Qlfy Distri Yr5$138,722AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,204,887NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.06292DistributionYr5Rt
Total Distribution0.062916TotalDistributionRt
Average Distribution0.031458AverageDistributionRt
Net Investment Income Pct$1,249NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,249AdjNonchrtblNetInvstIncmPctAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,498InvestmentIncomeExciseTaxAmt
Subtotal$2,498SubtotalAmt
Tax Based On Investment Income$2,498TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,852EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,852TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$3EsPenaltyAmt
Overpayment$2,351OverpaymentAmt
Applied To ES Tax$2,351AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Pamela SchulteBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7604385503PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 7292AddressLine1Txt
CityRancho Santa FeCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92067ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
John Gould
7961 NortonW HollywoodCA90046Trustee0.00$7,040
Pamela Schulte
7041 Partridge PlaceCarlsbadCA92011Trustee0.00$88,000
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$2,498TaxBasedOnInvestmentIncomeAmt
Total Tax$2,498TotalTaxAmt
Distributable Before Adj$2,498DistributableBeforeAdjAmt
Distributable Before Ded$2,498DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$31,034ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov$31,034TotalExcessDistributionCyovAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Total Corpus$31,034TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$31,034ExcessDistriCyovFromYr5Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$116ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,337ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business211110BusinessCd
Unrelated Business Taxbl Incm$58,296UnrelatedBusinessTaxblIncmAmt
Exclusion15ExclusionCd
Exclusion$121,264ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$353RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$58,296UnrelatedBusinessTaxblIncmAmt
Exclusion$134,717ExclusionAmt
Related Or Exempt Function Incm$353RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$193,366TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$5,570Amt
Net Investment Income$5,570NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOil and Gas PropertiesCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$500,000BookValueAmt
EOYFMV$500,000EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Legal Fees$1,073$1,073$0$0
Legal Fees$100$100$0$0

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
Re-evaluation of Oil & Gas Properties FMV$2,178,462
Unrealized Losses on Oil & Gas Properties$116,958

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Depletion$18,190
Office Supplies$345

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$179,560RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Management Fees$3,401$3,401$0$0
Oklahoma Mineral Owner Registry$42$42$0$0

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