WILLIAM R HOCH FAMILY FOUNDATION IN INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM R HOCH FAMILY FOUNDATION IN INC (EIN 20-2020348)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201811349349104401
- Schema version
- 2017v2.3
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T17:47:45-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421377056 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS & COMPANY CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 614 BROADWAY | AddressLine1Txt |
| City | YANKTON | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202020348 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM R HOCH FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 8599853440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 CHERRY LANE CT 6 | AddressLine1Txt |
| City | BEREA | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANNE M HOCH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8599853440 | PhoneNum |
| Signature | 2018-05-07 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAUNA M KAUTH CPA | PreparerPersonNm |
| PTIN | P00446613 | PTIN |
| Phone | 6056659401 | PhoneNum |
| Preparation | 2018-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,876,097 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $92,457 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $40,729 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,914 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $395,678 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $376,565 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,721 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $192,467 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,721 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,043 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $538,628 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $413,200 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $9,528 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $25,383 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $226 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $34,911 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $226 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $281,587 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $281,587 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $316,498 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $226 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $281,587 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $222,130 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $412,974 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $180,900 | CashBOYAmt |
| Cash EOY | $551,146 | CashEOYAmt |
| Cash EOYFMV | $551,146 | CashEOYFMVAmt |
| US Government Obligations BOY | $434,927 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $361,527 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $369,829 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,056,590 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,074,530 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,718,918 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $379,636 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $286,980 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $236,204 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $14,052,053 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,274,183 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,876,097 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $14,052,053 | UnrestrictedBOYAmt |
| Unrestricted EOY | $14,274,183 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,052,053 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,274,183 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,052,053 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,274,183 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,052,053 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $222,130 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,274,183 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,274,183 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PHOENIX AZ & PIMA CNTY AZ | D | 2017-03-01 | $808 | $787 | $21 | $21 |
| 225 SH ARCTIC CAT INC | D | 2017-04-11 | $4,163 | $7,872 | -$3,709 | -$3,709 |
| MAPLE GROVE MN HEALTH CARE | D | 2017-05-25 | $25,000 | $26,123 | -$1,123 | -$1,123 |
| AK STEEL CORP SR NOTE | D | 2017-05-15 | $30,381 | $26,025 | $4,356 | $4,356 |
| 300 SH KATE SPADE & CO | D | 2017-07-18 | $5,550 | $9,924 | -$4,374 | -$4,374 |
| .9515 SH ANR INC | D | 2017-07-26 | $8 | $8 | $8 | |
| .9515 SH ALPHA NAT RES HLDGS INC | D | 2017-07-26 | $3 | $3 | $3 | |
| INVER GROVE HEIGHTS NURSING REV | D | 2017-09-28 | $20,000 | $20,001 | -$1 | -$1 |
| NORTH OAKS MN SR HSG REV | D | 2017-10-02 | $25,000 | $26,383 | -$1,383 | -$1,383 |
| DEAN FOODS CO SENIOR NOTE | D | 2017-10-16 | $30,000 | $32,025 | -$2,025 | -$2,025 |
| NAVISTAR INTL CORP SENIOR NOTE | D | 2017-11-10 | $35,000 | $34,606 | $394 | $394 |
| CONTURA ENERGY INC | D | 2017-07-26 | $82 | $82 | $82 | |
| CONTURA ENERGY INC WARRANTS | D | 2017-07-26 | $25 | $25 | $25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,721 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,071,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,233,298 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.095364 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $35,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $399,116 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.087694 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $109,020 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $415,196 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.262575 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $102,581 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $347,608 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.295105 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $107,416 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037238 | DistributionYr5Rt |
| Total Distribution | 0.777976 | TotalDistributionRt |
| Average Distribution | 0.155595 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,555,977 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,420,432 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,130 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,424,562 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $281,587 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,259 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,259 | SubtotalAmt |
| Tax Based On Investment Income | $8,259 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,541 | OverpaymentAmt |
| Applied To ES Tax | $4,541 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JEANNE M HOCH | IndividualWithBooksNm |
| Phone | 8599853440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 CHERRY LANE CT 6 | AddressLine1Txt |
| City | BEREA | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEANNE M HOCH | ||||||||
| 37 CHERRY LANE COURT 6 | BEREA | KY | 40403 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| WILLIAM BALVIN | ||||||||
| 1203 FIR STREET | TYNDALL | SD | 57066 | VICE-PRESIDE | 1.00 | $0 | $0 | $0 |
| LISA ROTHSCHADL | ||||||||
| 1719 MAIN STREET | TYNDALL | SD | 57066 | TREASURER | 1.00 | $0 | $0 | $0 |
| JANET WAGNER | ||||||||
| 709 MAPLE STREET | TYNDALL | SD | 57066 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,366,348 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $426,522 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,792,870 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $15,792,870 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $236,893 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,555,977 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $777,799 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $777,799 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,259 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,259 | TotalTaxAmt |
| Distributable Before Adj | $769,540 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $769,540 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $769,540 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $281,587 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $281,587 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $281,587 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $769,540 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $87,039 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $90,220 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,702 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $522,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $714,961 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $281,587 | QualifyingDistributionsAmt |
| Applied To Current Year | $281,587 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $487,953 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $487,953 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $227,008 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $227,008 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $227,008 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GOOD SAMARITAN SOCIETY | |||||||
| 2304 LAUREL ST | TYNDALL | SD | 57066 | NONE | PC | ELDERLY | $40,000 |
| CITY OF TYNDALL | |||||||
| 110 E 17TH AVE | TYNDALL | SD | 57066 | NONE | GOV | COMMUNITY IMPROVEMENT | $78,587 |
| THE CARTER CENTER | |||||||
| 453 FREEDOM PARKWAY | ATLANTA | GA | 30307 | NONE | PC | POVERTY | $10,000 |
| SOUTH DAKOTA STATE FOUNDATION | |||||||
| 201 S PHILLIPS AVE | SIOUX FALLS | SD | 57104 | NONE | PC | EDUCATION | $50,000 |
| SALVATION ARMY | |||||||
| 3612 CUMING STREET | OMAHA | NE | 68131 | NONE | PC | POVERTY | $10,000 |
| ST LEO CATHOLIC CHURCH | |||||||
| 100 W 20TH AVE | TYNDALL | SD | 57066 | NONE | PC | RELIGIOUS | $93,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $281,587 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $40,729 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $395,678 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,721 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WILLIAM R HOCH ESTATE | Desc |
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,043 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,043 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $445,128 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $446,171 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | THE INCOME IS USED TO PAY EXPENSES INCURRED IN ORGANIZING AND CARRYING OUT THE EXEMPT PURPOSE |
| 4 | THE INCOME IS USED TO PAY EXPENSES INCURRED IN ORGANIZING AND CARRYING OUT THE EXEMPT PURPOSE |
| 8 | THE INCOME IS USED TO PAY EXPENSES INCURRED IN ORGANIZING AND CARRYING OUT THE EXEMPT PURPOSE |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM R HOCH ESTATE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | IN CARE OF JEANNE M HOCH | AddressLine1Txt |
| Address Line2 | 37 CHERRY LANE CT APT 6 | AddressLine2Txt |
| City | BEREA | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $92,457 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,528 | Amt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED IN SOUTH DAKOTA | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHA RESOURCES SENIOR NOTE | $17,000 | |
| NOKIA CORP NOTE | $32,571 | $30,975 |
| RADIOSHACK CORP SENIOR NOTE | $2,000 | $1 |
| J C PENNEY CORP SENIOR NOTE | $44,125 | $45,625 |
| SANDRIDGE ENERGY INC SENIOR NOTE | ||
| BON-TON DEPT STORES INC SENIOR NOTE | $41,750 | $14,125 |
| ALBERTSONS INC SENIOR NOTE | $49,500 | $45,125 |
| PRUDENTIAL FINANCIAL INTERNOTES | $100,034 | $100,353 |
| AK STEEL CORP SENIOR NOTE | ||
| DEAN FOODS SENIOR NOTE | ||
| NAVISTAR INTL CORP SENIOR NOTE |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (98 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 188 SH ACCO BRANDS CORP | $1,469 | $2,294 |
| 1300 SH AETNA INC NEW | $140,218 | $234,507 |
| 23270.76554 SH AFLAC CORP | $1,220,754 | $2,042,708 |
| 114 SH AGILENT TECHNOLOGIES | $4,748 | $7,635 |
| 500 SH ALLETE INC | $24,910 | $37,180 |
| 15842.49753 SH ALLSTATE INC | $1,108,539 | $1,658,868 |
| 85 SH ALPHA NATURAL RESOURCES HLDGS | $446 | |
| 3600 SH AMERICAN MOVIL S A DE C V | $75,528 | $61,740 |
| 3246 SH ANGLO AMERN PLC | $28,954 | $34,021 |
| 51462 AH ANR INC CONTINGENT REV | ||
| 85 SH ANR INC | $1,679 | |
| 462 SH APACHE CORP | $31,790 | $19,506 |
| 1915.8264 SH ARCHER DANIELS MIDLAND | $96,299 | $76,786 |
| 225 SH ARCTIC CAT INC | ||
| 1000 SH ASSURED GUARANTY LTD | $25,990 | $33,870 |
| 309 SH AXCELIS TECHNOLOGIES | $3,185 | $8,868 |
| 1724 SH BRISTOL-MYERS SQUIBB | $112,094 | $105,647 |
| 700 SH CATERPILLAR INC | $61,222 | $110,306 |
| 450 SH CBS CORP CL | $28,001 | $26,550 |
| 1093 SH CENTURYLINK INC | $39,102 | $18,231 |
| 300 SH CHESAPEAKE ENERGY | $27,060 | $14,910 |
| 453 SH CITIGROUP INC | $24,361 | $33,708 |
| 6928 SH CONAGRA BRANDS INC | $202,560 | $260,978 |
| 5 SH CONTURA ENERGY INC | $297 | |
| 9 SH CONTURA ENERGY INC WARRANTS | $225 | |
| 1212 SH DELTA AIR LINES INC | $53,207 | $67,872 |
| 660 SH DISCOVER FINL SERV | $39,138 | $50,767 |
| 24615.42709 SH DOMINION RESOURCES IN | $1,746,224 | $1,995,327 |
| 1879.3735 SH DOW CHEMICAL CO | $97,295 | $133,849 |
| 162 SH EASTMAN CHEM CO | $12,982 | $15,008 |
| 1333 SH EATON CORP | $1,875 | $105,320 |
| 1222.60177 SH EXXON MOBIL CORP | $109,184 | $102,258 |
| 2000 SH FREEPORT-MCMORAN INC | $46,700 | $37,920 |
| 4300 SH GENERAL ELECTRIC CO | $116,552 | $75,035 |
| 4560 SH HARSCO CORP | $74,670 | $85,044 |
| 3253.63684 SH HNI CORP | $156,142 | $125,493 |
| 600 SH HP CORP | $19,980 | $12,606 |
| 1500 SH INTEL CORP | $49,609 | $69,240 |
| 456 SH INTERPUBLIC GROUP CO | $9,597 | $9,193 |
| 1800 SH JOHNSON & JOHNSON | $179,622 | $251,496 |
| 300 SH KATE SPADE & CO | ||
| 57 SH KEYSIGHT TECHNOLOGIES | $1,961 | $2,371 |
| 2800 SH KROGER CO | $96,408 | $76,860 |
| 2309 SH LAMB WESTON HOLDINGS | $53,861 | $130,343 |
| 2300 SH MERCK & CO | $138,874 | $129,421 |
| 70 SH MONEYGRAM INTL INC | $562 | $923 |
| 10 SH MOTORS LIQUIDATION COMP GUC | $203 | $94 |
| 20999 SH MYLAN N V | $1,533,766 | $888,468 |
| 10 SH NEWS CORP | $161 | $162 |
| 835 SH NII HOLDINGS | $21,125 | $354 |
| 932 SH OCCIDENTAL PETE CORP | $74,359 | $68,651 |
| 2148 SH OLIN CORP | $64,698 | $76,426 |
| 1000 SH OTTER TAIL POWER CO | $28,635 | $44,450 |
| 1861 SH PRAXAIR INC | $226,446 | $287,859 |
| 136 SH PRINCIPAL FINANCIAL GROUP | $7,065 | $9,596 |
| 19 SH RAYTHEON CO | $2,002 | $3,569 |
| 400 SH ROYAL DUTCH SHELL PLC | $25,588 | $26,684 |
| 41 SH SANDRIDGE ENERGY INC WARRANTS | $62 | |
| 97 SH SANDRIDGE ENERGY INC WARRANTS | $175 | |
| 112 SH SANDRIDGE ENERGY INC | $2,360 | |
| 1100 SH SENIOR HOUSING PROP | $22,182 | $21,065 |
| 500 SH STATE AUTO FINANCIAL CORP | $11,696 | $14,560 |
| 2535.03945 SH TARGET CORP | $201,675 | $165,411 |
| 32 SH TRAVELERS COMPANIES | $3,272 | $4,340 |
| 42 SH TWENTY-FIRST CENTURY FOX | $1,438 | $1,450 |
| 857 SH TYSON FOODS INC | $35,184 | $69,477 |
| 25 SH VERITIV CORP | $981 | $723 |
| 3791.49322 SH VERIZON COMMUNICATIONS | $190,997 | $200,684 |
| 54 SH VIACOM INC | $3,767 | $1,664 |
| 140 SH VIAD CORP | $3,715 | $7,756 |
| 600 SH WAL-MART STORES | $47,121 | $59,250 |
| 4330.48192 SH WEC ENERGY GROUP INC | $212,367 | $287,674 |
| 73084.12512 SH XCEL ENERGY INC | $2,482,668 | $3,516,077 |
| 800 SH XI GROUP LTD | $29,600 | $28,128 |
| 322 SH ZIMMER BIOMET HOLDINGS | $35,488 | $38,856 |
| 1500 SH GOLDMAN SACHS GROUP INC | $31,035 | $33,825 |
| 1500 SH GOLMAN SACHS GRP INC | $30,495 | $33,885 |
| 500 SH MFA FINANCIAL INC | $12,503 | $12,650 |
| 2000 SH MORGAN STANLEY DEP | $42,900 | $45,280 |
| 1000 SH FRANKLIN UNIVERS TRUST | $7,090 | $7,170 |
| 69.5544 SH INSIGHT SELECT INCOME FD | $1,367 | $1,384 |
| 300 SH ISHARES S&P US PFD STK IND | $11,891 | $11,421 |
| 2050 SH NUVEEN MUNI VALUE FUND | $20,089 | $20,767 |
| 1505 SH NUVEEN QUALITY MUNI INC FUND | $20,529 | $21,160 |
| 5934.5724 SH PUTNAM MANAGED MUNI FUN | $43,382 | $43,975 |
| 4962.6 SH CAPITAL WORLD GROWTH & INC | $237,941 | $253,096 |
| 9888.193 SH EATON VANCE TAX MANG GRO | $171,894 | $222,089 |
| 27984.401 SH FRANKLIN HIGH YIELD TAX | $294,676 | $283,202 |
| 34247.12 SH FRANKLIN INC FUND | $82,515 | $81,508 |
| 6031.563 SH INVESCO MUNI INC FUND | $81,969 | $81,125 |
| 12667.403 SH OPPENHEIMER INTL BOND | $74,254 | $75,498 |
| 3065.671 SH OPPENHEIMER SENIOR FLOAT | $25,048 | $24,893 |
| 3400.283 SH OPPENHEIMER STEELPATH ML | $34,362 | $21,830 |
| 4704.356 SH PUTNAM GLOBAL UTIL | $58,121 | $64,026 |
| 2632.781 SH PUTNAM TAX EXEMPT INC | $23,089 | $22,800 |
| 1931.877 SH SMALLCAP WORLD FUND | $93,791 | $107,799 |
| 3016.507 SH TEMPLETON GROWTH FUND | $72,832 | $80,299 |
| 3462.812 SH THORNBURG INVT INC | $75,331 | $75,905 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $133,225 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $133,853 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $228,302 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $235,976 | StateLocalSecEOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WILLIAM R HOCH ESTATE | Desc |
| Revenue And Expenses Per Books | $1,043 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT EXCISE TAX | $25,157 | |
| FOREIGN TAX WITHHOLDING-ED JONES | $226 | $226 |
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