BETA

HOCKER FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
HOCKER FOUNDATION (EIN 73-1528918)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-14
IRS object ID
201441349349102944
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)
Return2014-05-14T15:43:11-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Total Tax Services IncBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12725 Jefferson Street Suite 8AAddressLine1
CityCarlsbadCity
StateCAState
ZIP Code920081708ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731528918EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Hocker FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlHOCKBusinessNameControlTxt
Phone8587561183PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 7292AddressLine1
CityRancho Santa FeCity
StateCAState
ZIP Code92067ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJF SchultePersonNm
Person TitleTrusteePersonTitleTxt
Signature2014-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonP Aviles EAPreparerPersonNm
PTINP00045188PTIN
Phone7607209917PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,990,920FMVAssetsEOYAmt
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$175InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$175InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$175InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$5,000DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,000DividendsNetInvstIncmAmt
Dividends Adj Net Incm$5,000DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$408,797NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$23,280,506GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$840,574CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$952,875NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$289,260OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$213,271OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$703,232TotalRevAndExpnssAmt
Total Net Invst Incm$1,059,020TotalNetInvstIncmAmt
Total Adj Net Incm$958,050TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$194,400CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$285LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$285LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$22,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$22,800AccountingFeesNetInvstIncmAmt
Interest Rev And Expnss$27,679InterestRevAndExpnssAmt
Interest Net Invst Incm$27,679InterestNetInvstIncmAmt
Taxes Rev And Expnss$5,193TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,193TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$105,293OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$18,972OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$355,650TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$74,929TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$100,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$100,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$455,650TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$74,929TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$100,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$247,582ExcessRevenueOverExpensesAmt
Net Investment Income$984,091NetInvestmentIncomeAmt
Adjusted Net Income$958,050AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$123,970CashBOYAmt
Cash EOY$279,879CashEOYAmt
Cash EOYFMV$279,879CashEOYFMVAmt
Corporate Stock BOY$474,430CorporateStockBOYAmt
Corporate Stock EOY$1,182,965CorporateStockEOYAmt
Corporate Stock EOYFMV$1,110,216CorporateStockEOYFMVAmt
Other Investments BOY$3,098,118OtherInvestmentsBOYAmt
Other Investments EOY$2,600,825OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,600,825OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,696,518TotalAssetsBOYAmt
Total Assets EOY$4,063,669TotalAssetsEOYAmt
Total Assets EOYFMV$3,990,920TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$3,696,518UnrestrictedBOYAmt
Unrestricted EOY$4,063,669UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$3,696,518TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,063,669TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,696,518TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,063,669TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,696,518TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$247,582ExcessRevenueOverExpensesAmt
Other Increases$431,795OtherIncreasesAmt
Subtotal$4,375,895SubtotalAmt
Other Decreases$312,226OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,063,669TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$840,574CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$952,875NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$97,365AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,128,987NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.08624DistributionYr1Rt
Net Vl Noncharitable Assets Yr2$1,829,225NetVlNoncharitableAssetsYr2Amt
Adjusted Qlfy Distri Yr3$230,513AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,379,818NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.09686DistributionYr3Rt
Net Vl Noncharitable Assets Yr4$5,481,118NetVlNoncharitableAssetsYr4Amt
Adjusted Qlfy Distri Yr5$515,329AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$8,777,746NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.05871DistributionYr5Rt
Total Distribution0.24181TotalDistributionRt
Average Distribution0.04836AverageDistributionRt
Net Vl Noncharitable Assets$1,693,820NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$81,917AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$9,841NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$91,758AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$100,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$9,841InvestmentIncomeExciseTaxAmt
Subtotal$9,841SubtotalAmt
Tax Based On Investment Income$9,841TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,636EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,636TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$10EsPenaltyAmt
Tax Due$7,215TaxDueAmt

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 SchulteBusinessNameLine1
FieldValueIRS element (for citing)
Phone8587561183PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 7292AddressLine1
CityRancho Santa FeCity
StateCAState
ZIP Code92067ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JF Schulte
7041 Partridge PlaceCarlsbadCA92009Trustee0.00$180,000
John Gould
7961 NortonW HollywoodCA90046Trustee0.00$14,400
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$1,511,205AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$208,409AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,719,614TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,719,614AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$25,794CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,693,820NetVlNoncharitableAssetsAmt
Minimum Investment Return$84,691MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$84,691MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,841TaxBasedOnInvestmentIncomeAmt
Total Tax$9,841TotalTaxAmt
Distributable Before Adj$74,850DistributableBeforeAdjAmt
Distributable Before Ded$74,850DistributableBeforeDedAmt
Distributable As Adjusted$74,850DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$100,000ExpensesAndContributionsAmt
Qualifying Distributions$100,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$9,841PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$90,159AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$74,850DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$145,739ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$92,268ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$46,186ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$284,193TotalExcessDistributionCyovAmt
Qualifying Distributions$100,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$74,850AppliedToCurrentYearAmt
Remaining Distri From Corpus$25,150RemainingDistriFromCorpusAmt
Total Corpus$309,343TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$145,739ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$163,604ExcessDistriCyovToNextYrAmt
Excess From Year3$92,268ExcessFromYear3Amt
Excess From Year1$46,186ExcessFromYear1Amt
Excess From Current Year$25,150ExcessFromCurrentYearAmt

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 FoundationBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1825 NE 13th StreetAddressLine1
CityOklahoma CityCity
StateOKState
ZIP Code73194ZIPCode
FieldValueIRS element (for citing)
Recipient Foundation StatusExemptRecipientFoundationStatusTxt
Grant Or Contribution PurposeGeneral SupportGrantOrContributionPurposeTxt
Amt$100,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$100,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$175ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,000ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business211110BusinessCd
Unrelated Business Taxbl Incm$117,502UnrelatedBusinessTaxblIncmAmt
Exclusion15ExclusionCd
Exclusion$171,758ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$408,797RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$117,502UnrelatedBusinessTaxblIncmAmt
Exclusion$176,933ExclusionAmt
Related Or Exempt Function Incm$408,797RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$703,232TotalIncomeProducingActyAmt

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$22,800Amt
Net Investment Income$22,800NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
Legal Fees$285LegalFeesAmt
Net Investment Income$285NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescriptionTransfer to Bank AccountDescription
Amount$200,000Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Depletion$52,932$18,972
Office Supplies$1,283
Well Operating & Drilling Expenses$51,078

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$289,260RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionUnallowable Losses on Wash SalesDescription
Amount$431,795Amount

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$5,193Amt
Net Investment Income$5,193NetInvestmentIncomeAmt

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