BETA

HOCKER FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
HOCKER FOUNDATION (EIN 73-1528918)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-11
IRS object ID
201801319349101725
Schema version
2017v2.2
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)
Return2018-05-11T12:17:07-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN680605832PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Total Tax Services IncBusinessNameLine1Txt

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 Begin2017-01-01TaxPeriodBeginDt

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
Phone7604385503PhoneNum
Signature2018-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonP Aviles EAPreparerPersonNm
PTINP00045188PTIN
Phone7607209917PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,099,701FMVAssetsEOYAmt
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$1,596InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,596InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,596InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$8,261DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,261DividendsNetInvstIncmAmt
Dividends Adj Net Incm$8,261DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$129NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$102,222GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$129CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$260,150OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$173,085OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$270,136TotalRevAndExpnssAmt
Total Net Invst Incm$183,071TotalNetInvstIncmAmt
Total Adj Net Incm$9,857TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$129,600CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$125LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$125LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$5,560AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,560AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$2,370OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,370OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$27,160OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$164,815TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,055TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$164,815TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,055TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$105,321ExcessRevenueOverExpensesAmt
Net Investment Income$175,016NetInvestmentIncomeAmt
Adjusted Net Income$9,857AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,398CashBOYAmt
Cash EOY$7,571CashEOYAmt
Cash EOYFMV$7,571CashEOYFMVAmt
Corporate Stock BOY$404,624CorporateStockBOYAmt
Corporate Stock EOY$427,433CorporateStockEOYAmt
Corporate Stock EOYFMV$427,433CorporateStockEOYFMVAmt
Other Investments BOY$2,999,120OtherInvestmentsBOYAmt
Other Investments EOY$2,664,696OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,664,696OtherInvestmentsEOYFMVAmt
Other Assets BOY$5OtherAssetsBOYAmt
Other Assets EOY$1OtherAssetsEOYAmt
Other Assets EOYFMV$1OtherAssetsEOYFMVAmt
Total Assets BOY$3,409,147TotalAssetsBOYAmt
Total Assets EOY$3,099,701TotalAssetsEOYAmt
Total Assets EOYFMV$3,099,701TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$3,409,147UnrestrictedBOYAmt
Unrestricted EOY$3,099,701UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$3,409,147TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,099,701TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,409,147TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,099,701TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,409,147TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$105,321ExcessRevenueOverExpensesAmt
Other Increases$22,809OtherIncreasesAmt
Subtotal$3,537,277SubtotalAmt
Other Decreases$437,576OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,099,701TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
14sh ISHS Russ 2000 GRWP2015-03-122017-03-10$2,222$2,093$129$129
100,000sh Cadence Bk NAP2016-01-212017-02-10$100,000$100,000
FieldValueIRS element (for citing)
Capital Gain Net Income$129CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr2$1,752,725NetVlNoncharitableAssetsYr2Amt
Adjusted Qlfy Distri Yr3$138,722AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,204,887NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.06292DistributionYr3Rt
Adjusted Qlfy Distri Yr4$90,159AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,693,820NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.05323DistributionYr4Rt
Adjusted Qlfy Distri Yr5$97,365AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,128,987NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.08624DistributionYr5Rt
Total Distribution0.202385TotalDistributionRt
Average Distribution0.050596AverageDistributionRt
Net Investment Income Pct$1,750NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,750AdjNonchrtblNetInvstIncmPctAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,500InvestmentIncomeExciseTaxAmt
Subtotal$3,500SubtotalAmt
Tax Based On Investment Income$3,500TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,596EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,596TotalPaymentsAndCreditsAmt
Tax Due$904TaxDueAmt

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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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$9,600
Pamela Schulte
7041 Partridge PlaceCarlsbadCA92011Trustee0.00$120,000
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$3,500TaxBasedOnInvestmentIncomeAmt
Total Tax$3,500TotalTaxAmt
Distributable Before Adj$3,500DistributableBeforeAdjAmt
Distributable Before Ded$3,500DistributableBeforeDedAmt
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$46,186ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$25,150ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$31,034ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$102,370TotalExcessDistributionCyovAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Total Corpus$102,370TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$46,186ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$56,184ExcessDistriCyovToNextYrAmt
Excess From Year4$25,150ExcessFromYear4Amt
Excess From Year3$31,034ExcessFromYear3Amt

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$1,596ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,261ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business211110BusinessCd
Unrelated Business Taxbl Incm$87,075UnrelatedBusinessTaxblIncmAmt
Exclusion15ExclusionCd
Exclusion$173,075ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$129RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$87,075UnrelatedBusinessTaxblIncmAmt
Exclusion$182,932ExclusionAmt
Related Or Exempt Function Incm$129RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$270,136TotalIncomeProducingActyAmt

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 (2 entries)

AmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtCategoryCategoryTxt
$60$60$0$0
$5,500$5,500$0$0Accounting Fees

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
Legal Fees$125LegalFeesAmt
Net Investment Income$125NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescEOYFMVEOYFMVAmtBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
Rounding$1
Rounding$5$1

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
Dispositions from Invested Assets$102,222
Unrealized Losses on Oil & Gas Properties$335,354

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Depletion$25,963
Office Supplies$1,197

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$260,150RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryManagement FeesCategoryTxt
Amt$2,370Amt
Net Investment Income$2,370NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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