Civic Intelligence

J&M Hock Family Foundation

990PF • Fiscal year 2024 • EIN 46-1583777

Dec 01, 2023 to Nov 30, 2024 • Filed on Dec 03, 2025

300 First Stamford Place 750Stamford, CT 06902

(203) 637-5865

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

6th percentile

-142%

Higher net margin than 6% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

4th percentile

-100%

Faster asset growth than 4% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

73%

Faster revenue growth than 87% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$4,944

Down $2,519,934 (-100%) from 2023

Net Assets

Down

$4,944

Down $2,375,237 (-100%) from 2023

Liabilities

Down

$0

Down $144,697 (-100%) from 2023

Revenue

Up

$95,518

Up $40,243 (+73%) from 2023

Expenses

Down

$231,428

Down $110,796 (-32%) from 2023

Net Income

Up

-$135,910

Up $151,039 (+53%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $1,467,425Liabilities 2013: $02013Assets 2014: $1,585,142Liabilities 2014: $0Net Assets 2014: $1,585,1422014Assets 2015: $1,953,519Liabilities 2015: $0Net Assets 2015: $1,953,5192015Assets 2016: $2,743,359Liabilities 2016: $0Net Assets 2016: $2,743,3592016Assets 2017: $3,098,094Liabilities 2017: $0Net Assets 2017: $3,098,0942017Assets 2018: $3,558,426Liabilities 2018: $0Net Assets 2018: $3,558,4262018Assets 2019: $3,392,407Liabilities 2019: $0Net Assets 2019: $3,392,4072019Assets 2020: $3,093,177Liabilities 2020: $0Net Assets 2020: $3,093,1772020Assets 2021: $2,945,880Liabilities 2021: $0Net Assets 2021: $2,945,8802021Assets 2022: $2,663,379Liabilities 2022: $0Net Assets 2022: $2,663,3792022Assets 2023: $2,524,878Liabilities 2023: $144,697Net Assets 2023: $2,380,1812023Assets 2024: $4,944Liabilities 2024: $0Net Assets 2024: $4,9442024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2024

Assets$4,944
Liabilities$0
Net Assets$4,944

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2013: $1,807,228Expenses 2013: $0Net Income 2013: $1,807,2282013Revenue 2014: $540,134Expenses 2014: $146,783Net Income 2014: $393,3512014Revenue 2015: $532,200Expenses 2015: $164,169Net Income 2015: $368,0312015Revenue 2016: $549,995Expenses 2016: $214,375Net Income 2016: $335,6202016Revenue 2017: $524,070Expenses 2017: $193,600Net Income 2017: $330,4702017Revenue 2018: $630,800Expenses 2018: $209,062Net Income 2018: $421,7382018Revenue 2019: $116,880Expenses 2019: $217,196Net Income 2019: -$100,3162019Revenue 2020: $14,083Expenses 2020: $332,724Net Income 2020: -$318,6412020Revenue 2021: $229,121Expenses 2021: $316,501Net Income 2021: -$87,3802021Revenue 2022: $183,093Expenses 2022: $476,446Net Income 2022: -$293,3532022Revenue 2023: $55,275Expenses 2023: $342,224Net Income 2023: -$286,9492023Revenue 2024: $95,518Expenses 2024: $231,428Net Income 2024: -$135,9102024Revenue 2025: $4,006Expenses 2025: $8,950Net Income 2025: -$4,9442025

Highlighted filing

2024

Revenue$95,518
Expenses$231,428
Net Income-$135,910
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Dec 3, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN HOCKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
J&m Hock Family Foundation
EIN
46-1583777
Phone
2036375865
Address
300 FIRST STAMFORD PLACE 750, STAMFORD, CT 06902

Signing Officer

Name
John Hock
Title
Trustee
Phone
2036375865
Signed
2025-12-03

Preparer

Firm
Walter J Mckeever & Company LLC
Address
PO BOX 5147 15 VALLEY DRIVE, GREENWICH, CT 06831
Preparer
Walter J Mckeever Jr
Phone
2036228625
Raw XML Appendix326 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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DissolutionStmt/DissolutionInformationGrp/PersonNm1MARY E HOCK
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0SECURITIES DISTRIBUTED IN KIND (50/50) IN PLANNED DISSOLUTION OF THE TRUST AS PART OF THEIR DIVORCE TO HIS SCHWAB ADVISED FUND.
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt1SECURITIES DISTRIBUTED IN KIND (50/50) IN PLANNED DISSOLUTION OF THE TRUST AS PART OF THEIR DIVORCE TO THE MEG HOCK FAMILY FUND.
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1HOCK FAMILY ENDOWED SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SLOAN KETTERING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GEORGETOWN UNIVRSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01275 YORK AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12115 WISCONSIN AVE NW STE 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010065
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120007
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0225000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt045170
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt045170
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0200039
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0317800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0148381
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0168286
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt053176
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt053176
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01014336
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0179830
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0200039
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0317800
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0148381
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0168286
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0225000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0179830
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01067512
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0887682
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0PARTIAL DISTRIBUTION OF SECURITIES TO TRUSTEES IN DISSOLUTION OF THE TRUST IN FYE 10/31/25.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02499559
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DISTRIBUTION OF SECURITIES TO TRUSTEES
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0260232
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS/LOSSES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0144697
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0MARGIN LOAN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
ReasonableCauseExplanation/ExplanationTxt0DUE TO COMPLICATIONS IN A VERY INVOLVED FINANCIAL DIVISION OF ASSETS, DUE TO DIVORCE, THE RETURN WAS DELAYED IN ITS ANTICIPATED DISSOLUTION.
TaxesSchedule/TaxesDetail/Amt0457
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN HOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02036375865
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J&M HOCK FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0J&MH
ReturnHeader/Filer/EIN0461583777
ReturnHeader/Filer/PhoneNum02036375865
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 FIRST STAMFORD PLACE 750
ReturnHeader/Filer/USAddress/CityNm0STAMFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006902
ReturnHeader/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061253566
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTER J MCKEEVER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 5147 15 VALLEY DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENWICH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006831
ReturnHeader/PreparerPersonGrp/PhoneNum02036228625
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WALTER J MCKEEVER JR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-12-03T14:22:05-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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