STRATEGY STUDIO / PUBLIC DATA EXPLORER

The Hampe Family Foundation: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
The Hampe Family Foundation (EIN 39-1965828)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-04-29
IRS object ID
202211199349100706
Schema version
2021v4.2
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)
Return2022-04-29T08:05:24-00:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-04-29SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRichardPersonFirstNm
Person LastHampePersonLastNm

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$229,808FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$18InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$18InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,801DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,801DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$37,622NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$113,949GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$37,622CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$7,143OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$7,143OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$46,584TotalRevAndExpnssAmt
Total Net Invst Incm$46,584TotalNetInvstIncmAmt
Taxes Rev And Expnss$267TaxesRevAndExpnssAmt
Taxes Net Invst Incm$267TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$152TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$4OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$423TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$267TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$60,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$60,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$60,923TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$267TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$60,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,339ExcessRevenueOverExpensesAmt
Net Investment Income$46,317NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$27,586CashBOYAmt
Cash EOY$43,185CashEOYAmt
Cash EOYFMV$43,185CashEOYFMVAmt
Corporate Stock BOY$143,165CorporateStockBOYAmt
Corporate Stock EOY$113,227CorporateStockEOYAmt
Corporate Stock EOYFMV$186,623CorporateStockEOYFMVAmt
Total Assets BOY$170,751TotalAssetsBOYAmt
Total Assets EOY$156,412TotalAssetsEOYAmt
Total Assets EOYFMV$229,808TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$170,751RetainedEarningBOYAmt
Retained Earning EOY$156,412RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$170,751TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$156,412TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$170,751TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$156,412TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$170,751TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,339ExcessRevenueOverExpensesAmt
Subtotal$156,412SubtotalAmt
Tot Net Ast Or Fund Balances EOY$156,412TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Capital Income Builder2021-01-012021-05-12$272$221$51$51
New World Fund2021-05-212021-12-20$5,942$5,554$415$415
Am Cap Fund2014-06-132021-12-20$26,029$16,196$9,833$9,833
American Mutual Fund2012-09-102021-12-20$15,581$9,986$5,595$5,595
New Perspective Fund2012-12-052021-12-20$30,318$17,122$13,196$13,196
American Balanced Fund2015-12-212021-12-20$12,000$9,442$2,558$2,558
Capital Income Builder2020-03-162021-05-12$5,749$4,790$959$959
World Growth and Income2017-04-252021-12-20$12,000$8,918$3,082$3,082
New World Fund2013-12-262021-07-02$6,058$4,125$1,933$1,933
FieldValueIRS element (for citing)
Capital Gain Net Income$37,622CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$466NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$644InvestmentIncomeExciseTaxAmt
Subtotal$644SubtotalAmt
Tax Based On Investment Income$644TaxBasedOnInvestmentIncomeAmt
Es Penalty$5EsPenaltyAmt
Tax Due$649TaxDueAmt

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

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$241,876AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$34,230AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$276,106TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$276,106AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,142CashDeemedCharitableAmt
Net Vl Noncharitable Assets$271,964NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,598MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,598MinimumInvestmentReturnAmt
Tax Based On Investment Income$644TaxBasedOnInvestmentIncomeAmt
Total Tax$644TotalTaxAmt
Distributable Before Adj$12,954DistributableBeforeAdjAmt
Distributable Before Ded$12,954DistributableBeforeDedAmt
Distributable As Adjusted$12,954DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$60,500ExpensesAndContributionsAmt
Qualifying Distributions$60,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,954DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$80,581ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$77,163ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$80,770ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$80,691ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$50,296ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$369,501TotalExcessDistributionCyovAmt
Qualifying Distributions$60,500QualifyingDistributionsAmt
Applied To Current Year$12,954AppliedToCurrentYearAmt
Remaining Distri From Corpus$47,546RemainingDistriFromCorpusAmt
Total Corpus$417,047TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$80,581ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$336,466ExcessDistriCyovToNextYrAmt
Excess From Year4$77,163ExcessFromYear4Amt
Excess From Year3$80,770ExcessFromYear3Amt
Excess From Year2$80,691ExcessFromYear2Amt
Excess From Year1$50,296ExcessFromYear1Amt
Excess From Current Year$47,546ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Fishing for Life
PO Box 19320MinneapolisMN55419nonePCprogram needs$6,000
G-E-T Clay Target League (G-E-T School Dist)
17511 North MainGalesvilleWI54630noneGOVprogram needs$1,000
Purple Heart Outdoors Tour
59 Finley StreetStaten IslandNY10307nonePCprogram needs$15,000
Andy and Stevie Komperud Youth Day
N20522 Bergersin LaneEttrickWI54627nonePCprogram needs$1,000
Reach for Resources
5900 Green Oak DriveMinnetonkaMN55343nonePCprogram needs$1,500
NRA Foundation - Hunter' Leadership Forum
11250 Waples Mill RoadFairfaxVA22030nonePCprogram needs$12,000
Rocky Mountain Elk Foundation
5705 Grant Creek RoadMissoulaMT598088249nonePCprogram needs$24,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$60,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,801ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$37,622ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
capital gains distributions14$7,143
non dividend distributions14

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$46,584ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$46,584TotalIncomeProducingActyAmt

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$113,227EOYBookValueAmt
EOYFMV$186,623EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescForign tax on mutual fundsDesc
Revenue And Expenses Per Books$4RevenueAndExpensesPerBooksAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
Descmutual fund capital gains distributionsDesc
Revenue And Expenses Per Books$7,143RevenueAndExpensesPerBooksAmt
Net Investment Income$7,143NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2020 return taxesCategoryTxt
Amt$267Amt
Net Investment Income$267NetInvestmentIncomeAmt