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Nonprofit · EIN 22-2519554

HOCHE-SCOFIELD FOUNDATION

Tax-exempt · DALLAS, TX 75265

Financials

$600K$841K2023$1.6M$1M2024$4.5M$1.3M2025
Revenue Expenses · by fiscal year end
Financials of HOCHE-SCOFIELD FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$4,495,563$1,295,520$3,200,043$21,499,065$0$21,499,065
December 31, 2024990-PF$1,579,221$1,001,474$577,747$18,272,375$0$18,272,375
December 31, 2023990-PF$599,903$841,049-$241,146$17,637,853$0$17,637,853
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$445,448
Net gain from sales of assets
$4,050,115

Expenses

Grants and similar amounts paid
$1,032,995
Compensation of officers, directors and key employees
$151,118
Disbursements for charitable purposes
$1,097,067
Excise tax on investment income
$61,481

Balance sheet and other

Total assets, start of year
$18,272,375
Total assets, end of year
$21,499,065
Total liabilities, end of year
$0
Net assets, end of year
$21,499,065
Fair market value of assets
$25,140,082
Qualifying distributions
$1,097,067
Net investment income
$4,535,743

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
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$120,332
SUMNER TILTON
370 MAIN ST, WORCESTER, MA 016081723
CO-TRUSTEE1$10,262
WARNER S FLETCHER
370 MAIN STREET 12TH FLOOR, WORCESTER, MA 016081779
CO-TRUSTEE1$10,262
SARAH GARFIELD BERRY
69 CROSS ST, BOYLSTON, MA 01505
CO-TRUSTEE1$10,262
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$111,067
SUMNER TILTON
370 MAIN ST, WORCESTER, MA 016081723
CO-TRUSTEE1$9,634
WARNER S FLETCHER
370 MAIN STREET 12TH FLOOR, WORCESTER, MA 016081779
CO-TRUSTEE1$9,634
SARAH GARFIELD BERRY
69 CROSS ST, BOYLSTON, MA 01505
CO-TRUSTEE1$9,634
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$97,852
SUMNER TILTON
370 MAIN ST, WORCESTER, MA 016081723
CO-TRUSTEE1$8,523
WARNER S FLETCHER
370 MAIN STREET 12TH FLOOR, WORCESTER, MA 016081779
CO-TRUSTEE1$8,523
SARAH GARFIELD BERRY
69 CROSS ST, BOYLSTON, MA 01505
CO-TRUSTEE1$8,523

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% SHAWMUT BANK NA
Signed the 990-PF
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

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
22-2519554
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
1985
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$21,499,065
Income (IRS master file)
$20,766,097

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$4,495,563$1,295,520$21,499,065IRS
990-PFDecember 2024$1,579,221$1,001,474$18,272,375IRS
990-PFDecember 2023$599,903$841,049$17,637,853XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 22-2519554).

Questions about HOCHE-SCOFIELD FOUNDATION

What is the EIN of HOCHE-SCOFIELD FOUNDATION?
The employer identification number (EIN) of HOCHE-SCOFIELD FOUNDATION is 22-2519554.
Is HOCHE-SCOFIELD FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Are donations to HOCHE-SCOFIELD FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HOCHE-SCOFIELD FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HOCHE-SCOFIELD FOUNDATION 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 HOCHE-SCOFIELD FOUNDATION 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 HOCHE-SCOFIELD FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $120,332 (BANK OF AMERICA, TRUSTEE).
How much revenue does HOCHE-SCOFIELD FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,495,563, expenses of $1,295,520 and total assets of $21,499,065 at year end.

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