WILLIAM R HOCH FAMILY FOUNDATION IN INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
WILLIAM R HOCH FAMILY FOUNDATION IN INC (EIN 20-2020348)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-03-24
IRS object ID
201610849349100311
Schema version
2015v2.1
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)
Return2016-03-24T17:34:38-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN421377056PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WILLIAMS & COMPANY CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1614 BROADWAYAddressLine1Txt
CityYANKTONCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57078ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202020348EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WILLIAM R HOCH FAMILY FOUNDATIOBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone8599853440PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line137 CHERRY LANE CT 6AddressLine1Txt
CityBEREACityNm
State AbbreviationKYStateAbbreviationCd
ZIP40403ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEANNE M HOCHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8599853440PhoneNum
Signature2016-03-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHAUNA M KAUTH CPAPreparerPersonNm
PTINP00446613PTIN
Phone6056659401PhoneNum
Preparation2016-03-10PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$384,909FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$8,047DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,047DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$21,912NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$25,167GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$21,912CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,958OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,933OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$32,917TotalRevAndExpnssAmt
Total Net Invst Incm$32,892TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,256AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$1,060TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$9OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$3,325TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$35,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$35,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$38,325TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$35,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,408ExcessRevenueOverExpensesAmt
Net Investment Income$32,892NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,622CashBOYAmt
Cash EOY$10,469CashEOYAmt
Cash EOYFMV$10,469CashEOYFMVAmt
Corporate Stock BOY$41,345CorporateStockBOYAmt
Corporate Stock EOY$38,090CorporateStockEOYAmt
Corporate Stock EOYFMV$374,440CorporateStockEOYFMVAmt
Total Assets BOY$53,967TotalAssetsBOYAmt
Total Assets EOY$48,559TotalAssetsEOYAmt
Total Assets EOYFMV$384,909TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$53,967UnrestrictedBOYAmt
Unrestricted EOY$48,559UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$53,967TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$48,559TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$53,967TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$48,559TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$53,967TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,408ExcessRevenueOverExpensesAmt
Subtotal$48,559SubtotalAmt
Tot Net Ast Or Fund Balances EOY$48,559TotNetAstOrFundBalancesEOYAmt

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
20 SH AFLAC INCD1990-04-282015-12-30$1,197$155$1,042$1,042
400 SH AFLAC INCD1990-04-282015-12-30$23,970$3,100$20,870$20,870
FieldValueIRS element (for citing)
Capital Gain Net Income$21,912CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$109,020AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$415,196NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.262575DistributionYr1Rt
Adjusted Qlfy Distri Yr2$102,581AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$347,608NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.295105DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$107,416NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.037238DistributionYr3Rt
Adjusted Qlfy Distri Yr4$71,685AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$127,746NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.561153DistributionYr4Rt
Adjusted Qlfy Distri Yr5$4,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$127,986NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.031253DistributionYr5Rt
Total Distribution1.187324TotalDistributionRt
Average Distribution0.237465AverageDistributionRt
Net Vl Noncharitable Assets$399,116NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$94,776AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$329NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$95,105AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$35,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$658InvestmentIncomeExciseTaxAmt
Subtotal$658SubtotalAmt
Tax Based On Investment Income$658TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,000TotalPaymentsAndCreditsAmt
Overpayment$342OverpaymentAmt
Applied To ES Tax$342AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateSDOrgReportOrRegisterStateCd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJEANNE M HOCHIndividualWithBooksNm
Phone8599853440PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line137 CHERRY LANE CT 6AddressLine1Txt
CityBEREACityNm
State AbbreviationKYStateAbbreviationCd
ZIP40403ZIPCd
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
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEANNE M HOCH
37 CHERRY LANE COURT 6BEREAKY40403PRESIDENT1.00$0$0$0
WILLIAM BALVIN
1203 FIR STREETTYNDALLSD57066VICE-PRESIDE1.00$0$0$0
LISA ROTHSCHADL
1719 MAIN STREETTYNDALLSD57066TREASURER1.00$0$0$0
JANET WAGNER
709 MAPLE STREETTYNDALLSD57066SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$389,956AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,238AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$405,194TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$405,194AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,078CashDeemedCharitableAmt
Net Vl Noncharitable Assets$399,116NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,956MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,956MinimumInvestmentReturnAmt
Tax Based On Investment Income$658TaxBasedOnInvestmentIncomeAmt
Total Tax$658TotalTaxAmt
Distributable Before Adj$19,298DistributableBeforeAdjAmt
Distributable Before Ded$19,298DistributableBeforeDedAmt
Distributable As Adjusted$19,298DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$35,000ExpensesAndContributionsAmt
Qualifying Distributions$35,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$35,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,298DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$66,928ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$87,039ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$90,220ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$244,187TotalExcessDistributionCyovAmt
Qualifying Distributions$35,000QualifyingDistributionsAmt
Applied To Current Year$19,298AppliedToCurrentYearAmt
Remaining Distri From Corpus$15,702RemainingDistriFromCorpusAmt
Total Corpus$259,889TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$259,889ExcessDistriCyovToNextYrAmt
Excess From Year4$66,928ExcessFromYear4Amt
Excess From Year2$87,039ExcessFromYear2Amt
Excess From Year1$90,220ExcessFromYear1Amt
Excess From Current Year$15,702ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1GOOD SAMARITAN SOCIETYBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12304 LAUREL STAddressLine1Txt
CityTYNDALLCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57066ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusNONERecipientFoundationStatusTxt
Grant Or Contribution PurposeELDERLYGrantOrContributionPurposeTxt
Amt$35,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$35,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$8,047RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$1,042ExclusionAmt
Related Or Exempt Function Incm$20,870RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
NONDIVIDEND DISTRIBUTIONS$2,933
FEE REFUND$25

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,042ExclusionAmt
Related Or Exempt Function Incm$31,875RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,917TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4THE INCOME IS USED TO PAY EXPENSES INCURRED IN ORGANIZING AND CARRYING OUT THE EXEMPT PURPOSE
8THE INCOME IS USED TO PAY EXPENSES INCURRED IN ORGANIZING AND CARRYING OUT THE EXEMPT PURPOSE
11BTHE INCOME IS USED TO PAY EXPENSES INCURRED IN ORGANIZING AND CARRYING OUT THE EXEMPT PURPOSE
11CTHE INCOME IS USED TO PAY EXPENSES INCURRED IN ORGANIZING AND CARRYING OUT THE EXEMPT PURPOSE

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 FEECategoryTxt
Amt$2,256Amt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNOT REQUIRED IN SOUTH DAKOTAExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1333 SH EATON CORP$1,875$69,369
4900 SH AFLAC CORP$36,215$305,071

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
CHECKS$9

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
NONDIVIDEND DISTRIBUTIONS$2,933$2,933
FEE REFUND$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT EXCISE TAXCategoryTxt
Amt$1,060Amt

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