WILLIAM R HOCH FAMILY FOUNDATION IN INC: Form 990PF, tax year 2011
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- Organization
- WILLIAM R HOCH FAMILY FOUNDATION IN INC (EIN 20-2020348)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-04-18
- IRS object ID
- 201201099349100500
- Schema version
- 2011v1.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-18T09:58:09-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS & COMPANY CPA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 614 BROADWAY | AddressLine1 |
| City | YANKTON | City |
| State | SD | State |
| ZIP Code | 57078 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202020348 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM R HOCH FAMILY | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILL | NameControl |
| Phone | 6055893971 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 267 | AddressLine1 |
| City | TYNDALL | City |
| State | SD | State |
| ZIP Code | 57066 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM HOCH | Name |
| Title | PRESIDENT | Title |
| Phone | 6055893971 | Phone |
| Date Signed | 2012-04-03 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHAUNA M KAUTH CPA | Name |
| Phone | 6056659401 | Phone |
| Date Prepared | 2012-04-03 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 85737 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 3488 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3488 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 78035 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 80402 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 78035 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 81523 | TotalRevenueAndExpenses |
| Total Net Investment Income | 81523 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 625 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 67 | TaxesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 692 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 72500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 72500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 73192 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 72500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 8331 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 81523 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 4036 | CashBOY |
| Cash EOY | 14734 | CashEOY |
| Cash EOYFMV | 14734 | CashEOYFMV |
| Investments Corp Stock BOY | 6567 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4200 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 71003 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 10603 | TotalAssetsBOY |
| Total Assets EOY | 18934 | TotalAssetsEOY |
| Total Assets EOYFMV | 85737 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 10603 | UnrestrictedBOY |
| Unrestricted EOY | 18934 | UnrestrictedEOY |
| Total Net Assets BOY | 10603 | TotalNetAssetsBOY |
| Total Net Assets EOY | 18934 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 10603 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 18934 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 10603 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 8331 | ExcessOfRevenueOverExpenses |
| Subtotal | 18934 | Subtotal |
| Total Net Assets Fund Balances EOY | 18934 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 100 SHARES EATON CORP | D | 1968-12-31 | 2011-03-28 | 5100 | 142 | 4958 | 4958 |
| 960 SHARES EATON CORP | D | 1968-12-31 | 2011-07-08 | 49911 | 1363 | 48548 | 48548 |
| 607 SHARES EATON CORP | D | 1968-12-31 | 2011-08-18 | 25391 | 862 | 24529 | 24529 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 78035 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 4000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 127986 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.031253 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 7415 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 82265 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.090136 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 9924 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 124331 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.079819 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 7000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 161723 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.043284 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 11409 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 132889 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.085854 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.330346 | TotalDistributionRatio |
| Average Distribution Ratio | 0.066069 | AverageDistributionRatio |
| Net Noncharitable Assets | 127746 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 8440 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 815 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 9255 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 72500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 815 | InvestmentIncomeExciseTax |
| Subtotal | 815 | Subtotal |
| Tax Based On Investment Income | 815 | TaxBasedOnInvestmentIncome |
| Tax Due | 815 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | SD | StatesFiledWith |
| Form990 PF Filed With AG | false | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JEANNE M HOCH | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6055893971 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 267 | AddressLine1 |
| City | TYNDALL | City |
| State | SD | State |
| ZIP Code | 57066 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| WILLIAM R HOCH | ||||||||
| PO BOX 267 | TYNDALL | SD | 57066 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| WILLIAM BALVIN | ||||||||
| 1203 FIR STREET | TYNDALL | SD | 57066 | VICE-PRESIDE | 1.00 | 0 | 0 | 0 |
| JEANNE M HOCH | ||||||||
| 37 CHERRY LANE COURT 6 | BEREA | KY | 40403 | SEC/TREAS | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 120763 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 8928 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 129691 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 129691 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1945 | CashDeemedCharitable |
| Net Noncharitable Assets | 127746 | NetNoncharitableAssets |
| Minimum Investment Return | 6387 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 6387 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 815 | TaxBasedOnInvestmentIncome |
| Total Tax | 815 | TotalTax |
| Distributable Amount Before Adj | 5572 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 5572 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 5572 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 72500 | ExpensesAndContributions |
| Qualifying Distributions | 72500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 815 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 71685 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5572 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 1686 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 3859 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 3472 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 9017 | TotalExcessDistriCarryover |
| Qualifying Distributions | 72500 | QualifyingDistributions |
| Applied To Current Year | 5572 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 66928 | RemainingDistriFromCorpus |
| Total Corpus | 75945 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 1686 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 74259 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 3859 | ExcessFromYear3 |
| Excess From Year2 | 3472 | ExcessFromYear2 |
| Excess From Current Year | 66928 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| DAKOTA SENIOR MEALS IN TY | |||||||
| 1717 MAIN ST | TYNDALL | SD | 57066 | NONE | NONE | ELDERLY | $1,000 |
| ABBOTT HOUSE FOUNDATION | |||||||
| PO BOX 700 | MITCHELL | SD | 57301 | NONE | NONE | YOUTH | $1,000 |
| ST JOSEPH INDIAN SCHOOL | |||||||
| LOCAL | CHAMBERLAIN | SD | 57326 | NONE | NONE | YOUTH | $500 |
| ST LEO'S CATHOLIC CHURCH | |||||||
| LOCAL | TYNDALL | SD | 57066 | NONE | NONE | RELIGIOUS | $3,000 |
| SOUTH DAKOTA PUBLIC BROADCASTING | |||||||
| 300 N DAKOTA AVE | SIOUX FALLS | SD | 57104 | NONE | NONE | COMMUNITY | $500 |
| SALVATION ARMY | |||||||
| 3612 CUMING STREET | OMAHA | NE | 681311900 | NONE | NONE | POOR | $1,000 |
| BON HOMME 4-2 SD FOUNDATION | |||||||
| LOCAL | TYNDALL | SD | 57066 | NONE | NONE | YOUTH | $500 |
| BON HOMME SCHOOL DISTRICT | |||||||
| LOCAL | TYNDALL | SD | 57066 | NONE | NONE | YOUTH | $65,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 72500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 3488 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 78035 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 81523 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 81523 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 4 | THE INCOME IS USED TO PAY EXPENSES INCURRED IN ORGANIZING |
| 8 | THE INCOME IS USED TO PAY CHARITABLE DONATIONS CARRYING |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | Category |
| Amount | $625 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| WILLIAM R HOCH |
| WILLIAM BALVIN |
| JEANNE M HOCH |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | NOT REQUIRED IN SOUTH DAKOTA | Statement |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EATON CORP | NameOfStock |
| EOY Book Value | 4200 | EOYBookValue |
| EOYFMV | 71003 | EOYFMV |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXCISE TAX | Category |
| Amount | $67 | Amount |
Comments