The William R Hoch Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BEREA, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $12.2M in total assets. In 2024, it awarded 9 grants totaling $953K. Net investment income was $747K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
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
About The William R Hoch Family
Based on IRS filings
The William R Hoch Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BEREA, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $12.2M in total assets. In 2024, it awarded 9 grants totaling $953K. Net investment income was $747K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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 .
Leadership & 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 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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