The William R Hoch Family
BEREA, KY EIN: 20-2020348
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$12.2M
-1.8% YoY
Annual Giving
$953K
+2.9% YoY
Grant Count
9
-25.0% YoY
Avg Grant Size
$106K
+37.2% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2021 |
|---|---|---|---|
| Total Assets | $12,188,266 | $12,414,952 | $12,876,770 |
| Revenue | $752,829 | $926,846 | $517,362 |
| Expenses | $979,515 | $942,421 | $453,740 |
| Qualifying Distributions | $953,196 | $926,564 | $444,842 |
| Net Investment Income | $746,562 | $911,057 | $494,017 |
| Distributable Amount | $1,008,094 | $907,348 | $950,944 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
38 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does The William R Hoch Family fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JEANNE M HOCH | PRESIDENT | 1 | — |
| WILLIAM BALVIN | VICE-PRESIDE | 1 | — |
| LISA ROTHSCHADL | TREASURER | 1 | — |
| JANET WAGNER | SECRETARY | 1 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
South Dakota $1.2M (43%)
Georgia $550K (19%)
New Jersey $480K (17%)
Maryland $400K (14%)
New York $200K (7%)
Colorado $5K (0%)
Cities
AmericusAtlantaBaltimoreBloomfieldBrookingsGrand JunctionNew YorkSioux FallsTaborTyndall
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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