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Nonprofit · EIN 20-2020348

WILLIAM R HOCH FAMILY FOUNDATION IN INC

Tax-exempt · BEREA, KY 40403

Financials

$927K$942K2023$753K$980K2024$1.4M$996K2025
Revenue Expenses · by fiscal year end
Financials of WILLIAM R HOCH FAMILY FOUNDATION IN INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,372,092$996,384$375,708$12,563,974$0$12,563,974
December 31, 2024990-PF$752,829$979,515-$226,686$12,188,266$0$12,188,266
December 31, 2023990-PF$926,846$942,421-$15,575$12,414,952$0$12,414,952
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$634,220
Interest
$12,075
Net gain from sales of assets
$725,797

Expenses

Grants and similar amounts paid
$980,000
Disbursements for charitable purposes
$980,000
Excise tax on investment income
$18,984

Balance sheet and other

Total assets, start of year
$12,188,266
Total assets, end of year
$12,563,974
Total liabilities, end of year
$0
Net assets, end of year
$12,563,974
Fair market value of assets
$22,511,449
Qualifying distributions
$980,000
Net investment income
$1,366,407

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JEANNE M HOCH
37 CHERRY LANE COURT 6, BEREA, KY 40403
PRESIDENT1$0
WILLIAM BALVIN
1203 FIR STREET, TYNDALL, SD 57066
VICE-PRESIDE1$0
LISA ROTHSCHADL
1719 MAIN STREET, TYNDALL, SD 57066
TREASURER1$0
JANET WAGNER
709 MAPLE STREET, TYNDALL, SD 57066
SECRETARY1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
JEANNE M HOCH
37 CHERRY LANE COURT 6, BEREA, KY 40403
PRESIDENT1$0
WILLIAM BALVIN
1203 FIR STREET, TYNDALL, SD 57066
VICE-PRESIDE1$0
LISA ROTHSCHADL
1719 MAIN STREET, TYNDALL, SD 57066
TREASURER1$0
JANET WAGNER
709 MAPLE STREET, TYNDALL, SD 57066
SECRETARY1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JEANNE M HOCH
37 CHERRY LANE COURT 6, BEREA, KY 40403
PRESIDENT1$0
WILLIAM BALVIN
1203 FIR STREET, TYNDALL, SD 57066
VICE-PRESIDE1$0
LISA ROTHSCHADL
1719 MAIN STREET, TYNDALL, SD 57066
TREASURER1$0
JANET WAGNER
709 MAPLE STREET, TYNDALL, SD 57066
SECRETARY1$0

Address and contacts

Address (IRS master file)
37 CHERRY LANE CT APT 6, BEREA, KY 40403-1828
Signed the 990-PF
JEANNE M HOCH, PRESIDENT
Phone
(859) 985-3440
Return prepared by
WILLIAMS & COMPANY CPA PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-2020348
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2005
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$12,563,974
Income (IRS master file)
$2,187,268

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,372,092$996,384$12,563,974XML
990-PFDecember 2024$752,829$979,515$12,188,266XML
990-PFDecember 2023$926,846$942,421$12,414,952XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2020348).

Questions about WILLIAM R HOCH FAMILY FOUNDATION IN INC

What is the EIN of WILLIAM R HOCH FAMILY FOUNDATION IN INC?
The employer identification number (EIN) of WILLIAM R HOCH FAMILY FOUNDATION IN INC is 20-2020348.
Is WILLIAM R HOCH FAMILY FOUNDATION IN INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to WILLIAM R HOCH FAMILY FOUNDATION IN INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM R HOCH FAMILY FOUNDATION IN INC file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM R HOCH FAMILY FOUNDATION IN INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WILLIAM R HOCH FAMILY FOUNDATION IN INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of WILLIAM R HOCH FAMILY FOUNDATION IN INC?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does WILLIAM R HOCH FAMILY FOUNDATION IN INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,372,092, expenses of $996,384 and total assets of $12,563,974 at year end.

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