STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE HUEPPCHEN FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE HUEPPCHEN FAMILY FOUNDATION (EIN 20-0314888)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-07
IRS object ID
202012819349100826
Schema version
2019v5.1
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)
Return2020-10-07T19:28:36-04:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330845838PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Roger W Hueppchen CPA APCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19954Circa Valle VerdeAddressLine1Txt
CityEl CajonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92021ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200314888EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Hueppchen Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHUEPBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line19954 Circa Valle VerdeAddressLine1Txt
CityEl CajonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92021ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRoger W Hueppchen DirectorPersonNm
Person TitlePresidentPersonTitleTxt
Phone6193903929PhoneNum
Signature2020-10-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRoger HueppchenPreparerPersonNm
PTINP01449357PTIN
Phone6193903929PhoneNum
Preparation2020-10-07PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.192.188.109IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-07IPDt
IP Tm19:30:32IPTm
Federal Original Submission Id3351342020281dpjgakwFederalOriginalSubmissionId
Federal Original Submission Id2020-10-07FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0B8B462023E8C572ADCA42EE5242A6101BC67BEBAtSubmissionCreationDeviceId
At Submission Filing Device Id0B8B462023E8C572ADCA42EE5242A6101BC67BEBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,082FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$12,500ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$12,501TotalRevAndExpnssAmt
Total Net Invst Incm$1TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$75CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,425CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$10TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$685TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$34TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$651TravConfMeetingDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,195TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$109TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,086TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,945ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,945ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,140TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$109TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,031TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,361ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$721CashBOYAmt
Cash EOY$1,082CashEOYAmt
Cash EOYFMV$1,082CashEOYFMVAmt
Rcvbl From Officers EOY$2,000RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$2,000RcvblFromOfficersEOYFMVAmt
Total Assets BOY$721TotalAssetsBOYAmt
Total Assets EOY$3,082TotalAssetsEOYAmt
Total Assets EOYFMV$3,082TotalAssetsEOYFMVAmt
Accounts Payable BOY$163AccountsPayableBOYAmt
Accounts Payable EOY$163AccountsPayableEOYAmt
Total Liabilities BOY$163TotalLiabilitiesBOYAmt
Total Liabilities EOY$163TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$558RetainedEarningBOYAmt
Retained Earning EOY$2,919RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$558TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,919TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$721TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,082TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$558TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,361ExcessRevenueOverExpensesAmt
Subtotal$2,919SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,919TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$6,601AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,161NetVlNoncharitableAssetsYr1Amt
Distribution Yr13.054604DistributionYr1Rt
Adjusted Qlfy Distri Yr2$12,744AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,779NetVlNoncharitableAssetsYr2Amt
Distribution Yr27.163575DistributionYr2Rt
Adjusted Qlfy Distri Yr3$8,985AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$615NetVlNoncharitableAssetsYr3Amt
Distribution Yr314.609756DistributionYr3Rt
Adjusted Qlfy Distri Yr4$12,255AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,008NetVlNoncharitableAssetsYr4Amt
Distribution Yr46.103088DistributionYr4Rt
Adjusted Qlfy Distri Yr5$16,435AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$466NetVlNoncharitableAssetsYr5Amt
Distribution Yr535.26824DistributionYr5Rt
Total Distribution66.199263TotalDistributionRt
Average Distribution13.239853AverageDistributionRt
Net Vl Noncharitable Assets$3,123NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$41,348AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$41,348AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,031QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt

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 StateCAOrgReportOrRegisterStateCd
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
Website AddressNAWebsiteAddressTxt
Individual With BooksRoger W HueppchenIndividualWithBooksNm
Phone6193903929PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19954 Circa Valle VerdeAddressLine1Txt
CityEl CajonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92021ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnYes (true)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Roger W Hueppchen
9954 Circa Valle VerdeEl CajonCA92021President2.00$500$0$0
Margaret K Hueppchen
9954 Circa Valle VerdeEl CajonCA92021Vice President2.00$500$0$0
Lisa M Ernst
15031 Chicago StreetParkerCO80134Treasurer2.00$500$0$0
Marlana M Perry
14920 Vienna CircleParkerCO80134Secretary1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,171AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,171TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,171AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$48CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,123NetVlNoncharitableAssetsAmt
Minimum Investment Return$156MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$156MinimumInvestmentReturnAmt
Distributable Before Adj$156DistributableBeforeAdjAmt
Distributable Before Ded$156DistributableBeforeDedAmt
Distributable As Adjusted$156DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,031ExpensesAndContributionsAmt
Qualifying Distributions$10,031QualifyingDistributionsAmt
Adjusted Qualifying Distri$10,031AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$156DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$16,412ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$12,155ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$8,954ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$12,655ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,493ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$56,669TotalExcessDistributionCyovAmt
Qualifying Distributions$10,031QualifyingDistributionsAmt
Applied To Current Year$156AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,875RemainingDistriFromCorpusAmt
Total Corpus$66,544TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$16,412ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$50,132ExcessDistriCyovToNextYrAmt
Excess From Year4$12,155ExcessFromYear4Amt
Excess From Year3$8,954ExcessFromYear3Amt
Excess From Year2$12,655ExcessFromYear2Amt
Excess From Year1$6,493ExcessFromYear1Amt
Excess From Current Year$9,875ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HGH
1825 Gillespie Way 200El CajonCA92020Operating$1,600
LTB
1920 Joe Crosson Drive 7El CajonCA92020Operating$1,676
John A Davis Family YMCA
8881 Dallas StreetLa MesaCA91942Operating$100
ECPCC
677 S Magnolia AvenueEl CajonCA92020Operating$2,290
St Judes
262 Danny Thomas PlaceMemphisTN38105Operating$100
St Madeleine Sophie
2119 East Madison AvenueEl CajonCA92019Operating$100
SD Humane Society
5500 Gaines StreetSan DiegoCA92110Operating$250
El Cajon Rotary
PO Box 643El CajonCA92022Operating$256
SD Zoological Society
1455 Frazee Rd Suite 200San DiegoCA92108Operating$206
Unity of Christ Church
311 Highland AveEl CajonCA92020Operating$210
Crossline Church
1280 N JohnsonEl CajonCA92020Prison ministry$319
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,107TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion03ExclusionCd

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
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRoger Margaret HueppchenContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line19954 Circa Valle VerdeAddressLine1Txt
CityEl CajonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92021ZIPCd
FieldValueIRS element (for citing)
Total Contributions$12,500TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFTBCategoryTxt
Amt$10Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$10DisbursementsCharitablePrpsAmt