THE HUEPPCHEN FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: THE HUEPPCHEN FAMILY FOUNDATION (EIN 20-0314888)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-17
IRS object ID: 202503219349109030
Schema version: 2024v5.2
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
Form 990-PF
Schedule B

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-17T23:28:06-05:00	ReturnTs
Tax Period End	2024-12-31	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	2024-01-01	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)
In Care Of	% Roger Hueppchen	InCareOfNm
Business Name Control	HUEP	BusinessNameControlTxt
Phone	6193903929	PhoneNum

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 HUEPPCHEN	PersonNm
Person Title	President	PersonTitleTxt
Phone	6193903929	PhoneNum
Signature	2025-11-17	SignatureDt
Discuss With Paid Preparer	false	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	PreparerPersonNm
PTIN	P01461354	PTIN
Phone	7209894125	PhoneNum
Preparation	2025-11-17	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$7,823	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	$10,000	ContriRcvdRevAndExpnssAmt
Total Rev And Expnss	$10,000	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss	$1,537	TravConfMeetingRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$1,537	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$7,926	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$9,463	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$0	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$537	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$5,286	CashBOYAmt
Cash EOY	$5,823	CashEOYAmt
Cash EOYFMV	$5,823	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	$7,286	TotalAssetsBOYAmt
Total Assets EOY	$7,823	TotalAssetsEOYAmt
Total Assets EOYFMV	$7,823	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	$7,123	RetainedEarningBOYAmt
Retained Earning EOY	$7,660	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$7,123	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$7,660	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$7,286	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$7,823	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$7,123	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$537	ExcessRevenueOverExpensesAmt
Subtotal	$7,660	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$7,660	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	false	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	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
520 Teakmill Trail	San Marcos	TX	78666	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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$3,913	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$3,913	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$3,913	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$59	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$3,854	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$193	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$193	MinimumInvestmentReturnAmt
Distributable Before Adj	$193	DistributableBeforeAdjAmt
Distributable Before Ded	$193	DistributableBeforeDedAmt
Distributable As Adjusted	$193	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$0	ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$193	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$9,875	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$13,885	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$8,828	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$11,571	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$7,628	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$51,787	TotalExcessDistributionCyovAmt
Excess Distri Cyov App CY Corpus	$193	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$193	ExcessDistributionCyovAppCYAmt
Total Corpus	$51,594	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$9,682	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$41,912	ExcessDistriCyovToNextYrAmt
Excess From Year4	$13,885	ExcessFromYear4Amt
Excess From Year3	$8,828	ExcessFromYear3Amt
Excess From Year2	$11,571	ExcessFromYear2Amt
Excess From Year1	$7,628	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
PCC
677 S Magnolia Avenue	El Cajon	CA	92020	Operating	$3,830
Tunnel to Towers
2361 Hylan Boulevard	Staten Island	NY	10306	Operating	$100
St Judes
262 Danny Thomas Place	Memphis	TN	38105	Operating	$300
ASPCA
424 E 92nd Street	New York	NY	10128	Operating	$300
Lions Tigers Bears
1920 Joe Crosson Drive 7	Alpine	CA	91901	Operating	$2,071
Guiding Eyes for the Blind
611 Granite Springs Rd	Yorktown Heights	NY	10598	Operating	$50
ECTLC
1527 E Main Street	El Cajon	CA	92021	Operating	$500
Tennyson Center
2950 Tennyson Street	Denver	CO	80212	Operating	$100
Sanke Farm
5640 LH 35 S	New Braunfels	TX	78132	Operating	$100
Jeremiah Project
PO Box 5163	Williamsburg	VA	23188	Operating	$100
A Home Within
195 41st Street 11172	Oakland	CA	94611	Operating	$100
San Marcos Academy
2801 Ranch Rd 12	San Marcos	TX	78666	Theater Program	$275
Womeans Bean Project
1300 W Alameda Ave	Denver	CO	80223	Operating	$100

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$7,926	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

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 Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Roger & Margaret Hueppchen	BusinessNameLine1Txt

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	$10,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd