STRATEGY STUDIO / PUBLIC DATA EXPLORER

The Hampe Family Foundation: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
The Hampe Family Foundation (EIN 39-1965828)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-10
IRS object ID
202131309349101703
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

FieldValueIRS element (for citing)
Return2021-05-10T12:01:04-00:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391965828EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Hampe Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Richard C HampeInCareOfNm
Business Name ControlHAMPBusinessNameControlTxt
Phone6084840374PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 248AddressLine1Txt
CityGalesvilleCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54630ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRichard C HampePersonNm
Person TitleManaging TrusteePersonTitleTxt
Phone6084840374PhoneNum
Signature2021-03-29SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRichard CPersonFirstNm
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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$228,001FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$40InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$40InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,238DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,238DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,964NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$51,499GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,964CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,366OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,366OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$19,608TotalRevAndExpnssAmt
Total Net Invst Incm$19,608TotalNetInvstIncmAmt
Taxes Rev And Expnss$375TaxesRevAndExpnssAmt
Taxes Net Invst Incm$375TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$1,284TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$4OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,663TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$375TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$64,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$64,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$65,663TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$375TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$64,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$46,055ExcessRevenueOverExpensesAmt
Net Investment Income$19,233NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$41,705CashBOYAmt
Cash EOY$27,586CashEOYAmt
Corporate Stock BOY$175,101CorporateStockBOYAmt
Corporate Stock EOY$143,165CorporateStockEOYAmt
Corporate Stock EOYFMV$228,001CorporateStockEOYFMVAmt
Total Assets BOY$216,806TotalAssetsBOYAmt
Total Assets EOY$170,751TotalAssetsEOYAmt
Total Assets EOYFMV$228,001TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$216,806RetainedEarningBOYAmt
Retained Earning EOY$170,751RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$216,806TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$170,751TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$216,806TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$170,751TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$216,806TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$46,055ExcessRevenueOverExpensesAmt
Subtotal$170,751SubtotalAmt
Tot Net Ast Or Fund Balances EOY$170,751TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AM CAP Fund A2012-12-052020-11-05$7,357$5,246$2,111$2,111
AM Mutual Fund A2012-07-102020-11-05$7,357$5,404$1,953$1,953
New Perspective Fund A2012-12-052020-11-05$7,357$4,861$2,496$2,496
Am Balanced Fund A2015-01-292020-11-05$7,357$6,223$1,134$1,134
Capital Income Builder A2012-12-052020-11-05$7,357$6,602$755$755
Capital World Growth Inc A2017-04-252020-11-05$7,357$5,871$1,486$1,486
New World Fund A2012-12-052020-11-05$7,357$5,328$2,029$2,029
FieldValueIRS element (for citing)
Capital Gain Net Income$11,964CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$267InvestmentIncomeExciseTaxAmt
Subtotal$267SubtotalAmt
Tax Based On Investment Income$267TaxBasedOnInvestmentIncomeAmt
Tax Due$267TaxDueAmt

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
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$251,173AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$32,493AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$283,666TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$283,666AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,255CashDeemedCharitableAmt
Net Vl Noncharitable Assets$279,411NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,971MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,971MinimumInvestmentReturnAmt
Tax Based On Investment Income$267TaxBasedOnInvestmentIncomeAmt
Total Tax$267TotalTaxAmt
Distributable Before Adj$13,704DistributableBeforeAdjAmt
Distributable Before Ded$13,704DistributableBeforeDedAmt
Distributable As Adjusted$13,704DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$64,000ExpensesAndContributionsAmt
Qualifying Distributions$64,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$64,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,704DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$63,086ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$80,581ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$77,163ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$80,770ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$80,691ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$382,291TotalExcessDistributionCyovAmt
Qualifying Distributions$64,000QualifyingDistributionsAmt
Applied To Current Year$13,704AppliedToCurrentYearAmt
Remaining Distri From Corpus$50,296RemainingDistriFromCorpusAmt
Total Corpus$432,587TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$63,086ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$369,501ExcessDistriCyovToNextYrAmt
Excess From Year4$80,581ExcessFromYear4Amt
Excess From Year3$77,163ExcessFromYear3Amt
Excess From Year2$80,770ExcessFromYear2Amt
Excess From Year1$80,691ExcessFromYear1Amt
Excess From Current Year$50,296ExcessFromCurrentYearAmt

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
Rocky Mountain Elk Foundation
5705Grant Creek RoadMissoulaMT598088249nonePCprogram needs$22,000
NRA Foundation - HLF
11250 Waples Mill RoadFairfaxVA22030nonePCprogram needs$24,000
Fishing for Life
Box 19320MinneapolisMN55419nonePCprogram needs$6,000
Reach for Resources Inc
5900 Green Oak DriveMinnetonkaMN55343nonePCprogram needs$1,500
Andy & Stevie Komprud Youth Day
N20522 Bergerson LaneEttrickWI54627nonePCprogram needs$500
Purple Heart Outdoors Tour
59 Finlay StreetStaten IslandNY10307nonePCprogram needs$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$64,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$40ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,238ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,964ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
capital gains distributions14$5,366
non dividend distributions14

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$19,608ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19,608TotalIncomeProducingActyAmt

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$143,165EOYBookValueAmt
EOYFMV$228,001EOYFMVAmt

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$5,366RevenueAndExpensesPerBooksAmt
Net Investment Income$5,366NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2019 return taxesCategoryTxt
Amt$375Amt
Net Investment Income$375NetInvestmentIncomeAmt