WILLIAM R HOCH FAMILY FOUNDATION IN INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
WILLIAM R HOCH FAMILY FOUNDATION IN INC (EIN 20-2020348)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-06
IRS object ID
201441269349100814
Schema version
2013v3.1
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)
Return2014-05-06T10:15:45-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WILLIAMS & COMPANY CPA PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1614 BROADWAYAddressLine1
CityYANKTONCity
StateSDState
ZIP Code57078ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202020348EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WILLIAM R HOCH FAMILY FOUNDATIOBusinessNameLine1
Business Name Line2FOUNDATION INCBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone8599853440PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line137 CHERRY LANE CT 6AddressLine1
CityBEREACity
StateKYState
ZIP Code40403ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEANNE HOCHPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8599853440PhoneNum
Signature2014-04-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHAUNA M KAUTH CPAPreparerPersonNm
PTINP00446613PTIN
Phone6056659401PhoneNum
Preparation2014-04-30PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$456,020FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$17,050ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$7,064DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,064DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$84,807NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$100,307GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$84,807CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$108,921TotalRevAndExpnssAmt
Total Net Invst Incm$91,871TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$776AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$776TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$103,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$103,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$104,276TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$103,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,645ExcessRevenueOverExpensesAmt
Net Investment Income$91,871NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,003CashBOYAmt
Cash EOY$13,872CashEOYAmt
Cash EOYFMV$13,872CashEOYFMVAmt
Other Nts And Loans Rcvbl BOY$3,774OtherNtsAndLoansRcvblBOYAmt
Corporate Stock BOY$39,850CorporateStockBOYAmt
Corporate Stock EOY$41,400CorporateStockEOYAmt
Corporate Stock EOYFMV$442,148CorporateStockEOYFMVAmt
Total Assets BOY$50,627TotalAssetsBOYAmt
Total Assets EOY$55,272TotalAssetsEOYAmt
Total Assets EOYFMV$456,020TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$50,627UnrestrictedBOYAmt
Unrestricted EOY$55,272UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$50,627TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$55,272TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$50,627TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$55,272TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$50,627TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,645ExcessRevenueOverExpensesAmt
Subtotal$55,272SubtotalAmt
Tot Net Ast Or Fund Balances EOY$55,272TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property2000 SH AFLAC INCPropertyDesc
How AcquiredDHowAcquiredCd
Acquired1980-04-28AcquiredDt
Sold2013-03-20SoldDt
Gross Sales Price$100,307GrossSalesPriceAmt
Cost Or Other Basis$15,500CostOrOtherBasisAmt
Gain Or Loss$84,807GainOrLossAmt
Gains Minus Excess Or Losses$84,807GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$84,807CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$107,416NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.037238DistributionYr1Rt
Adjusted Qlfy Distri Yr2$71,685AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$127,746NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.561153DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$127,986NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.031253DistributionYr3Rt
Adjusted Qlfy Distri Yr4$7,415AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$82,265NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.090136DistributionYr4Rt
Adjusted Qlfy Distri Yr5$9,924AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$124,331NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.079819DistributionYr5Rt
Total Distribution0.799599TotalDistributionRt
Average Distribution0.159920AverageDistributionRt
Net Vl Noncharitable Assets$347,608NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$55,589AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$919NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$56,508AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$103,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$919InvestmentIncomeExciseTaxAmt
Subtotal$919SubtotalAmt
Tax Based On Investment Income$919TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$791EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$791TotalPaymentsAndCreditsAmt
Tax Due$128TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
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
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
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 6AddressLine1
CityBEREACity
StateKYState
ZIP Code40403ZIPCode
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 (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM R HOCH
PO BOX 267TYNDALLSD57066PRESIDENT1.00$0$0$0
WILLIAM BALVIN
1203 FIR STREETTYNDALLSD57066VICE-PRESIDE1.00$0$0$0
JEANNE M HOCH
37 CHERRY LANE COURT 6BEREAKY40403SEC/TREAS1.00$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$287,185AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$65,717AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$352,902TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$352,902AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,294CashDeemedCharitableAmt
Net Vl Noncharitable Assets$347,608NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,380MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,380MinimumInvestmentReturnAmt
Tax Based On Investment Income$919TaxBasedOnInvestmentIncomeAmt
Total Tax$919TotalTaxAmt
Distributable Before Adj$16,461DistributableBeforeAdjAmt
Distributable Before Ded$16,461DistributableBeforeDedAmt
Distributable As Adjusted$16,461DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$103,500ExpensesAndContributionsAmt
Qualifying Distributions$103,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$919PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$102,581AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,461DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$2,537ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,472ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$66,928ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$72,937TotalExcessDistributionCyovAmt
Qualifying Distributions$103,500QualifyingDistributionsAmt
Applied To Current Year$16,461AppliedToCurrentYearAmt
Remaining Distri From Corpus$87,039RemainingDistriFromCorpusAmt
Total Corpus$159,976TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,537ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$157,439ExcessDistriCyovToNextYrAmt
Excess From Year4$3,472ExcessFromYear4Amt
Excess From Year2$66,928ExcessFromYear2Amt
Excess From Current Year$87,039ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CATHOLIC DIOCESE OF SIOUX FALLS
523 NORTH DULUTH AVESIOUX FALLSSD57104NONENONERELIGIOUS$500
DAKOTA SENIOR MEALS
1717 MAIN STTYNDALLSD57066NONENONEELDERLY$2,000
FRIENDS OF SD PUBLIC BROADCASTING
PO BOX 5000BROOKINGSSD570065000NONENONECOMMUNITY$500
ST JOSEPH INDIAN SCHOOL
LOCAL ADDRESSCHAMBERLAINSD57326NONENONEYOUTH$500
ST LEO'S CATHOLIC CHURCH
LOCAL ADDRESSTYNDALLSD57066NONENONERELIGIOUS$50,000
ST MICHAEL'S HOSPITAL AVERA
LOCAL ADDRESSTYNDALLSD57066NONENONEMEDICAL$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$103,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$7,064RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$84,807RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$91,871RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$91,871TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementTHE INCOME IS USED TO PAY EXPENSES INCURRED IN ORGANIZING AND CARRYING OUT THE EXEMPT PURPOSERelationshipStatementTxt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonWILLIAM R HOCHContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 267AddressLine1
CityTYNDALLCity
StateSDState
ZIP Code57066ZIPCode
FieldValueIRS element (for citing)
Total Contributions$17,050TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property2200 SHARES AFLACNoncashPropertyDesc
Fair Market Value$145,200FairMarketValueAmt
Received2013-12-19ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$776Amt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (3 entries)

WILLIAM R HOCH
WILLIAM BALVIN
JEANNE M HOCH

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$101,468
4900 SH AFLAC CORP$39,525$340,680

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp

Organization501c3 Name Organization501c3Name

FieldValueIRS element (for citing)
Business Name Line1LOAN RECEIVABLEBusinessNameLine1

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonWILLIAM R HOCHPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 267AddressLine1
CityTYNDALLCity
StateSDState
ZIP Code57066ZIPCode

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