THE HUEPPCHEN FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE HUEPPCHEN FAMILY FOUNDATION (EIN 20-0314888)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-13
- IRS object ID
- 202122879349100217
- Schema version
- 2020v4.1
- 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 | 2021-10-13T13:56:37-04:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330845838 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roger W Hueppchen CPA APC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9954Circa Valle Verde | AddressLine1Txt |
| City | El Cajon | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 2021-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Roger | PersonFirstNm |
| Person Last | Hueppchen | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Roger Hueppchen | PreparerPersonNm |
| PTIN | P01449357 | PTIN |
| Phone | 6193903929 | PhoneNum |
| Preparation | 2021-10-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,260 | 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 | $14,500 | ContriRcvdRevAndExpnssAmt |
| Total Rev And Expnss | $14,500 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $75 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,425 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $41 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $784 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,853 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $193 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,660 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,188 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $309 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,879 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,134 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,134 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,322 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $309 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,013 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $178 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,082 | CashBOYAmt |
| Cash EOY | $1,260 | CashEOYAmt |
| Cash EOYFMV | $1,260 | 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 | $3,082 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,260 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,260 | 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 | $2,919 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,097 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,919 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,097 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,082 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,260 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,919 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $178 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,097 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,097 | 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 |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | $500 | $0 | $0 |
| Margaret K Hueppchen | ||||||||
| 9954 Circa Valle Verde | El Cajon | CA | 92021 | Vice President | 2.00 | $500 | $0 | $0 |
| Lisa M Ernst | ||||||||
| 15031 Chicago Street | Parker | CO | 80134 | Treasurer | 2.00 | $500 | $0 | $0 |
| Marlana M Perry | ||||||||
| 14920 Vienna Circle | 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 | $2,603 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,603 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,603 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,564 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $128 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $128 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $128 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $128 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $128 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,013 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $14,013 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $14,013 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $128 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $12,155 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,954 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,655 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,493 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,875 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,132 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,013 | QualifyingDistributionsAmt |
| Applied To Current Year | $128 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,885 | RemainingDistriFromCorpusAmt |
| Total Corpus | $64,017 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $12,155 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $51,862 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,954 | ExcessFromYear4Amt |
| Excess From Year3 | $12,655 | ExcessFromYear3Amt |
| Excess From Year2 | $6,493 | ExcessFromYear2Amt |
| Excess From Year1 | $9,875 | ExcessFromYear1Amt |
| Excess From Current Year | $13,885 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| HGH | |||||
| 1825 Gillespie Way 200 | El Cajon | CA | 92020 | Operating | $250 |
| John A Davis YMCA | |||||
| 8881 Dallas Street | La Mesa | CA | 91942 | Operating | $100 |
| ECPCC | |||||
| 677 S Magnolia Avenue | El Cajon | CA | 92020 | Operating | $2,996 |
| St Madeleine Sophie | |||||
| 2119 East Madison Avenue | El Cajon | CA | 92019 | Operating | $235 |
| SD Humane Society | |||||
| 5500 Gaines Street | San Diego | CA | 92110 | Operating | $50 |
| LTB | |||||
| 1920 Joe Crosson Drive 7 | El Cajon | CA | 92020 | Operating | $2,841 |
| El Cajon Rotary | |||||
| PO Box 643 | El Cajon | CA | 92022 | Operating | $395 |
| Wounded Warrior Project | |||||
| 8880 Rio San Diego Drive | San Diego | CA | 92108 | Operating | $50 |
| ECTLC | |||||
| 1527 East Main St | El Cajon | CA | 92021 | Operating | $1,218 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,135 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 03 | ExclusionCd |
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 | $14,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Prep | CategoryTxt |
| Amt | $825 | Amt |
| Net Investment Income | $41 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $784 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FTB | CategoryTxt |
| Amt | $10 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10 | DisbursementsCharitablePrpsAmt |