STRATEGY STUDIO / PUBLIC DATA EXPLORER

The Hampe Family Foundation: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
The Hampe Family Foundation (EIN 39-1965828)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-17
IRS object ID
202421089349100417
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-04-17T12:14:24-00:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391965828EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Hampe Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHAMPBusinessNameControlTxt
Phone6084840374PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116771 S 15th StreetAddressLine1Txt
CityGalesvilleCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54630ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRichard C HampePersonNm
Person TitletrusteePersonTitleTxt
Phone6084840374PhoneNum
Signature2024-04-16SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRichardPersonFirstNm
Person LastHampePersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$149,057FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$44InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$44InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,988DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,988DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,362NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$50,800GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,362CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$11,394TotalRevAndExpnssAmt
Total Net Invst Incm$11,394TotalNetInvstIncmAmt
Taxes Rev And Expnss$146TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$2,513TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$72OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$72OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,731TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$72TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$38,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$38,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$40,731TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$72TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$38,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$29,337ExcessRevenueOverExpensesAmt
Net Investment Income$11,322NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,063CashBOYAmt
Cash EOY$22,249CashEOYAmt
Cash EOYFMV$22,249CashEOYFMVAmt
Corporate Stock BOY$89,154CorporateStockBOYAmt
Corporate Stock EOY$49,631CorporateStockEOYAmt
Corporate Stock EOYFMV$126,808CorporateStockEOYFMVAmt
Total Assets BOY$101,217TotalAssetsBOYAmt
Total Assets EOY$71,880TotalAssetsEOYAmt
Total Assets EOYFMV$149,057TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$101,217RetainedEarningBOYAmt
Retained Earning EOY$71,880RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$101,217TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$71,880TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$101,217TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$71,880TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$101,217TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$29,337ExcessRevenueOverExpensesAmt
Other Increases$77,177OtherIncreasesAmt
Subtotal$149,057SubtotalAmt
Other Decreases$77,177OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$71,880TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AmCap Fund A2017-04-252023-12-20$6,800$5,465$1,335$1,335
Am Mutual Fund A2017-04-252023-12-20$16,800$11,384$5,416$5,416
New Perspective Fund A2017-04-252023-12-20$6,800$5,182$1,618$1,618
ed Fund A2016-07-142023-12-20$6,800$5,881$919$919
Capital World Grth Fund A2017-04-252023-12-20$6,800$6,109$691$691
New World Fund A2021-05-122023-12-20$6,800$7,417-$617-$617
FieldValueIRS element (for citing)
Capital Gain Net Income$9,362CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$157InvestmentIncomeExciseTaxAmt
Subtotal$157SubtotalAmt
Tax Based On Investment Income$157TaxBasedOnInvestmentIncomeAmt
Tax Due$157TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateVTOrgReportOrRegisterStateCd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksRichard C HampeIndividualWithBooksNm
Phone6085822565PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line116771 South 15th StreetAddressLine1Txt
CityGalesvilleCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54630ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Richard C Hampe
N7137 Erann CtHolmenWI54636Trustee000.00$0
Douglas D Jorde
620 Hanson CtOnalaskaWI54650Trustee000.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1n/aDescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$153,562AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,385AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$169,947TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$169,947AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,549CashDeemedCharitableAmt
Net Vl Noncharitable Assets$167,398NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,370MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,370MinimumInvestmentReturnAmt
Tax Based On Investment Income$157TaxBasedOnInvestmentIncomeAmt
Total Tax$157TotalTaxAmt
Distributable Before Adj$8,213DistributableBeforeAdjAmt
Distributable Before Ded$8,213DistributableBeforeDedAmt
Distributable As Adjusted$8,213DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$38,000ExpensesAndContributionsAmt
Qualifying Distributions$38,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,213DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$80,770ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$80,691ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$50,296ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$47,546ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$24,448ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$283,751TotalExcessDistributionCyovAmt
Qualifying Distributions$38,000QualifyingDistributionsAmt
Applied To Current Year$8,213AppliedToCurrentYearAmt
Remaining Distri From Corpus$29,787RemainingDistriFromCorpusAmt
Total Corpus$313,538TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$80,770ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$232,768ExcessDistriCyovToNextYrAmt
Excess From Year4$80,691ExcessFromYear4Amt
Excess From Year3$50,296ExcessFromYear3Amt
Excess From Year2$47,546ExcessFromYear2Amt
Excess From Year1$24,448ExcessFromYear1Amt
Excess From Current Year$29,787ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRichard C HampeContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Midway USA Foundation - IDA
6001 W Van Horn Tavern RoadColumbiaMO65203noneEOFprogram needs$10,000
Fishing for Life
PO Box 19320MinneapolisMN55419noneEOFprogram needs$6,000
Holmen Area Foundation - Holmen Trap Team
117 E Legion StreetHolmenWI54636noneEOFprogram needs$1,000
American Legion Riders District 7
N923 Schmaltz RoadCoon ValleyWI54623noneEOFprogram needs$4,000
G-E-T School District - GET Clay Target League
17511 North MainGalesvilleWI54630noneEOFprogram needs$2,000
Purple Heart Outdoors Tour
59 Finlay StreetStaten IslandNY10307noneEOFprogram needs$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$38,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,988ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,362ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCd
capital gains distributions14
non dividend distributions14

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$11,394ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,394TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd

Accounting Fees Schedule AccountingFeesSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stockmutual fundsStockNm
EOY Book Value$49,631EOYBookValueAmt
EOYFMV$126,808EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFMV vs. basisDesc
Amt$77,177Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescForign tax on mutual fundsDesc
Revenue And Expenses Per Books$72RevenueAndExpensesPerBooksAmt
Net Investment Income$72NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescFMV vs. basisDesc
Amt$77,177Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2022 return taxesCategoryTxt
Amt$146Amt