BETA

HOCKER FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
HOCKER FOUNDATION (EIN 73-1528918)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-20
IRS object ID
201541409349100304
Schema version
2014v5.0
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)
Return2015-05-20T10:28:58-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2014-01-01TaxPeriodBeginDt

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
Phone8587561183PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJF SchultePersonNm
Person TitleTrusteePersonTitleTxt
Signature2015-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonP Aviles EAPreparerPersonNm
PTINP00045188PTIN
Phone7607209917PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,469,492FMVAssetsEOYAmt
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$101InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$101InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$101InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$8,322DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,322DividendsNetInvstIncmAmt
Dividends Adj Net Incm$8,322DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$735,409NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$23,150,237GrossSalesPriceAmt
Other Income Rev And Expnss$315,586OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$203,604OtherIncomeNetInvstIncmAmt
Total Rev And Expnss-$411,400TotalRevAndExpnssAmt
Total Net Invst Incm$212,027TotalNetInvstIncmAmt
Total Adj Net Incm$8,423TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$262,440CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$29,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$29,400AccountingFeesNetInvstIncmAmt
Interest Rev And Expnss$47,573InterestRevAndExpnssAmt
Interest Net Invst Incm$47,573InterestNetInvstIncmAmt
Taxes Rev And Expnss$7,300TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7,300TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$57,741OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$404,454TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$84,273TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$140,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$140,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$544,454TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$84,273TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$140,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$955,854ExcessRevenueOverExpensesAmt
Net Investment Income$127,754NetInvestmentIncomeAmt
Adjusted Net Income$8,423AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$279,879CashBOYAmt
Cash EOY$135,500CashEOYAmt
Cash EOYFMV$135,500CashEOYFMVAmt
Corporate Stock BOY$1,182,965CorporateStockBOYAmt
Corporate Stock EOY$739,358CorporateStockEOYAmt
Corporate Stock EOYFMV$725,141CorporateStockEOYFMVAmt
Other Investments BOY$2,600,825OtherInvestmentsBOYAmt
Other Investments EOY$3,608,851OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,608,851OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,063,669TotalAssetsBOYAmt
Total Assets EOY$4,483,709TotalAssetsEOYAmt
Total Assets EOYFMV$4,469,492TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$4,063,669UnrestrictedBOYAmt
Unrestricted EOY$4,483,709UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$4,063,669TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,483,709TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,063,669TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,483,709TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,063,669TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$955,854ExcessRevenueOverExpensesAmt
Other Increases$1,711,703OtherIncreasesAmt
Subtotal$4,819,518SubtotalAmt
Other Decreases$335,809OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,483,709TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income-$149,024CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$149,024NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$90,159AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,693,820NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05323DistributionYr1Rt
Adjusted Qlfy Distri Yr2$97,365AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,128,987NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.08624DistributionYr2Rt
Net Vl Noncharitable Assets Yr3$1,829,225NetVlNoncharitableAssetsYr3Amt
Adjusted Qlfy Distri Yr4$230,513AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,379,818NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.09686DistributionYr4Rt
Net Vl Noncharitable Assets Yr5$5,481,118NetVlNoncharitableAssetsYr5Amt
Total Distribution0.23633TotalDistributionRt
Average Distribution0.04727AverageDistributionRt
Net Vl Noncharitable Assets$2,204,887NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$104,216AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,278NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$105,494AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$140,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,278InvestmentIncomeExciseTaxAmt
Subtotal$1,278SubtotalAmt
Tax Based On Investment Income$1,278TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$29EsPenaltyAmt
Tax Due$1,307TaxDueAmt

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 Line1JF SchulteBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8587561183PhoneNum

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
JF Schulte
7041 Partridge PlaceCarlsbadCA92009Trustee0.00$243,000
John Gould
7961 NortonW HollywoodCA90046Trustee0.00$19,440
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$2,101,204AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$137,260AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,238,464TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,238,464AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,577CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,204,887NetVlNoncharitableAssetsAmt
Minimum Investment Return$110,244MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$110,244MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,278TaxBasedOnInvestmentIncomeAmt
Total Tax$1,278TotalTaxAmt
Distributable Before Adj$108,966DistributableBeforeAdjAmt
Distributable Before Ded$108,966DistributableBeforeDedAmt
Distributable As Adjusted$108,966DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$140,000ExpensesAndContributionsAmt
Qualifying Distributions$140,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,278PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$138,722AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$108,966DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$92,268ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$46,186ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$25,150ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$163,604TotalExcessDistributionCyovAmt
Qualifying Distributions$140,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$108,966AppliedToCurrentYearAmt
Remaining Distri From Corpus$31,034RemainingDistriFromCorpusAmt
Total Corpus$194,638TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$194,638ExcessDistriCyovToNextYrAmt
Excess From Year4$92,268ExcessFromYear4Amt
Excess From Year2$46,186ExcessFromYear2Amt
Excess From Year1$25,150ExcessFromYear1Amt
Excess From Current Year$31,034ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Oklahoma Medical Research FoundationBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1825 NE 13th StreetAddressLine1Txt
CityOklahoma CityCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73194ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusExemptRecipientFoundationStatusTxt
Grant Or Contribution PurposeGeneral SupportGrantOrContributionPurposeTxt
Amt$140,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$140,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$101ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,322ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business211110BusinessCd
Unrelated Business Taxbl Incm$135,736UnrelatedBusinessTaxblIncmAmt
Exclusion15ExclusionCd
Exclusion$179,850ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$735,409RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$135,736UnrelatedBusinessTaxblIncmAmt
Exclusion$188,273ExclusionAmt
Related Or Exempt Function Incm-$735,409RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$411,400TotalIncomeProducingActyAmt

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)
Amt$29,400Amt
Net Investment Income$29,400NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
Transfer to Bank Account$100,000
Unrealized Loss on Investments$235,809

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Depletion$56,556
Office Supplies$1,185

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$315,586RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
Unallowable Losses on Wash Sales$586,401
Unrealized Gains on Oil & Gas Properties$1,125,302

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$7,300Amt
Net Investment Income$7,300NetInvestmentIncomeAmt

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