THE HUEPPCHEN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE HUEPPCHEN FAMILY FOUNDATION (EIN 20-0314888)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202423209349104847
- Schema version
- 2023v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T14:37:51-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204689615 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lisa M Ernst Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15031 Chicago Street | AddressLine1Txt |
| City | Parker | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200314888 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hueppchen Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUEP | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9954 Circa Valle Verde | AddressLine1Txt |
| City | El Cajon | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Roger W Hueppchen | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6193903929 | PhoneNum |
| Signature | 2024-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lisa M Ernst CPA | PreparerPersonNm |
| PTIN | P01461354 | PTIN |
| Phone | 7209894125 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,286 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Other Income Rev And Expnss | $850 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $5,851 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $600 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $600 | LegalFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,365 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,365 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,965 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,965 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,972 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,972 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,937 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,937 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,086 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,372 | CashBOYAmt |
| Cash EOY | $5,286 | CashEOYAmt |
| Cash EOYFMV | $5,286 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $2,000 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $2,000 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $2,000 | RcvblFromOfficersEOYFMVAmt |
| Total Assets BOY | $9,372 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,286 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,286 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $163 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $163 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $163 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $163 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $9,209 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,123 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,209 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,123 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,372 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,286 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,209 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,086 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,123 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,123 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NA | WebsiteAddressTxt |
| Individual With Books | Roger W Hueppchen | IndividualWithBooksNm |
| Phone | 6193903929 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9954 Circa Valle Verde | AddressLine1Txt |
| City | El Cajon | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Roger W Hueppchen | ||||||||
| 9954 Circa Valle Verde | El Cajon | CA | 92021 | President | 2.00 | $0 | $0 | $0 |
| Margaret K Hueppchen | ||||||||
| 9954 Circa Valle Verde | El Cajon | CA | 92021 | Vice President | 2.00 | $0 | $0 | $0 |
| Lisa M Ernst | ||||||||
| 15031 Chicago Street | Parker | CO | 80134 | Treasurer | 2.00 | $0 | $0 | $0 |
| Marlana M Perry | ||||||||
| 10531 Chicago Street | Parker | CO | 80134 | Secretary | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,273 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,273 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,273 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $94 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,179 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $309 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $309 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $309 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $309 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $309 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,937 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $7,937 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $309 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $6,493 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,875 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,885 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,828 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,571 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,652 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,937 | QualifyingDistributionsAmt |
| Applied To Current Year | $309 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,628 | RemainingDistriFromCorpusAmt |
| Total Corpus | $58,280 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,493 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $51,787 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,875 | ExcessFromYear4Amt |
| Excess From Year3 | $13,885 | ExcessFromYear3Amt |
| Excess From Year2 | $8,828 | ExcessFromYear2Amt |
| Excess From Year1 | $11,571 | ExcessFromYear1Amt |
| Excess From Current Year | $7,628 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ECPCC | |||||
| 677 S Magnolia Avenue | El Cajon | CA | 92020 | Operating | $750 |
| St Judes | |||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | Operating | $400 |
| SD Humane Society | |||||
| 5500 Gaines Street | San Diego | CA | 92110 | Operating | $300 |
| Lions Tigers Bears | |||||
| 1920 Joe Crosson Drive 7 | El Cajon | CA | 92020 | Operating | $3,400 |
| Wounded Warrior Project | |||||
| 8880 Rio San Diego Drive | San Diego | CA | 92108 | Operating | $250 |
| Knights of Columbus | |||||
| 1627 Jamacha Way | El Cajon | CA | 92019 | Operating | $100 |
| Rotary | |||||
| 2955 Jamacha Rd | El Cajon | CA | 92019 | Operating | $422 |
| ASPCA | |||||
| 424 E 92nd Street | New York | NY | 10128 | Operating | $100 |
| Tunnel to Towers | |||||
| 2361 Hylan Boulevard | Staten Island | NY | 10306 | Operating | $100 |
| Tennyson Center | |||||
| 2950 Tennyson Street | Denver | CO | 80212 | Operating | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,972 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 03 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Roger Margaret Hueppchen | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9954 Circa Valle Verde | AddressLine1Txt |
| City | El Cajon | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $600 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Misc | Desc |
| Revenue And Expenses Per Books | $850 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |