The William R Hoch Family
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
Under IRS private-foundation payout rules, The William R Hoch Family reported a distributable amount of $1.0M for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include St Leo's Catholic Church ($250,000), Catholic Relief Services ($150,000), Good Samaritan Society ($103,741).
| Recipient | Purpose | Amount |
|---|---|---|
| GOOD SAMARITAN SOCIETY SIOUX FALLS, SD | ELDERLY | $103,741 |
| THE CARTER CENTER ATLANTA, GA | POVERTY | $100,000 |
| MARY'S MEALS BLOOMFIELD, NJ | POVERTY | $100,000 |
| HABITAT FOR HUMANITY AMERICUS, GA | POVERTY | $100,000 |
| SDSU FOUNDATION BROOKINGS, SD | EDUCATIONAL | $50,000 |
| CATHOLIC RELIEF SERVICES BALTIMORE, MD | RELIGIOUS | $150,000 |
| ST LEO'S CATHOLIC CHURCH TYNDALL, SD | RELIGIOUS | $250,000 |
| CITY OF TYNDALL TYNDALL, SD | GENERAL WELFARE | $49,455 |
| AMERICAN RED CROSS SIOUX FALLS, SD | DISASTER RELIEF | $50,000 |
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
Frequently Asked Questions
What is The William R Hoch Family?
The William R Hoch Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BEREA, KY. It holds $12.2M in total assets as of 2024.
How large is The William R Hoch Family?
As of 2024, The William R Hoch Family holds $12.2M in total assets with $753K in annual revenue. It awarded 9 grants totaling $953K in 2024.
Where does The William R Hoch Family operate?
The William R Hoch Family has awarded grants in Colorado, Georgia, Maryland, New Jersey, New York, South Dakota.
What size grants does The William R Hoch Family award?
In 2024, The William R Hoch Family awarded 9 grants totaling $953K — an average of about $106K per grant, based on its IRS Form 990 filings.
How much is The William R Hoch Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The William R Hoch Family reported a distributable amount of $1.0M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The William R Hoch Family's EIN?
The William R Hoch Family's EIN (Employer Identification Number) is 20-2020348. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.