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THE HUEPPCHEN FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE HUEPPCHEN FAMILY FOUNDATION (EIN 20-0314888)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-09-24
IRS object ID
201942689349100769
Schema version
2018v3.1
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)
Return2019-09-24T15:06:37-04:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Line19954 Circa Valle VerdeAddressLine1Txt
CityEl CajonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92021ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

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 HueppchenPersonNm
Person TitlePresidentPersonTitleTxt
Phone6193903929PhoneNum
Signature2019-09-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRoger HueppchenPreparerPersonNm
PTINP01449357PTIN
Phone6193903929PhoneNum
Preparation2019-09-24PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.192.188.109IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-09-25IPDt
IP Tm18:06:18IPTm
Federal Original Submission Id3351342019268zqq2ubzFederalOriginalSubmissionId
Federal Original Submission Id2019-09-25FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id3AF021E94247BA03CC15C4DC9A0D8FDD042C12BFAtSubmissionCreationDeviceId
At Submission Filing Device Id3AF021E94247BA03CC15C4DC9A0D8FDD042C12BFAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$721FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$5,001TotalRevAndExpnssAmt
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$1,007TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$50TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$957TravConfMeetingDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,517TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$125TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,392TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,209ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,209ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,726TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$125TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,601TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,725ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,446CashBOYAmt
Cash EOY$721CashEOYAmt
Cash EOYFMV$721CashEOYFMVAmt
Total Assets BOY$2,446TotalAssetsBOYAmt
Total Assets EOY$721TotalAssetsEOYAmt
Total Assets EOYFMV$721TotalAssetsEOYFMVAmt
Accounts Payable BOY$163AccountsPayableBOYAmt
Accounts Payable EOY$163AccountsPayableEOYAmt
Total Liabilities BOY$163TotalLiabilitiesBOYAmt
Total Liabilities EOY$163TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$2,283RetainedEarningBOYAmt
Retained Earning EOY$558RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,283TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$558TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,446TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$721TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,283TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,725ExcessRevenueOverExpensesAmt
Subtotal$558SubtotalAmt
Tot Net Ast Or Fund Balances EOY$558TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$12,744AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,779NetVlNoncharitableAssetsYr1Amt
Distribution Yr17.163575DistributionYr1Rt
Adjusted Qlfy Distri Yr2$8,985AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$615NetVlNoncharitableAssetsYr2Amt
Distribution Yr214.609756DistributionYr2Rt
Adjusted Qlfy Distri Yr3$12,255AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,008NetVlNoncharitableAssetsYr3Amt
Distribution Yr36.103088DistributionYr3Rt
Adjusted Qlfy Distri Yr4$16,435AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$466NetVlNoncharitableAssetsYr4Amt
Distribution Yr435.26824DistributionYr4Rt
Adjusted Qlfy Distri Yr5$11,013AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$604NetVlNoncharitableAssetsYr5Amt
Distribution Yr518.233444DistributionYr5Rt
Total Distribution81.378103TotalDistributionRt
Average Distribution16.275621AverageDistributionRt
Net Vl Noncharitable Assets$2,161NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$35,172AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$35,172AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,601QualifyingDistributionsAmt

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 AssetsfalseAtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
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 PrsnfalseBrrwOrLendDisqualifiedPrsnInd
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$0$0$0
Margaret K Hueppchen
9954 Circa Valle VerdeEl CajonCA92021Vice President2.00$0$0$0
Lisa M Ernst
15031 Chicago StreetParkerCO80134Treasurer2.00$0$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$2,862AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,862TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,862AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$701CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,161NetVlNoncharitableAssetsAmt
Minimum Investment Return$108MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$108MinimumInvestmentReturnAmt
Distributable Before Adj$108DistributableBeforeAdjAmt
Distributable Before Ded$108DistributableBeforeDedAmt
Distributable As Adjusted$108DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,601ExpensesAndContributionsAmt
Qualifying Distributions$6,601QualifyingDistributionsAmt
Adjusted Qualifying Distri$6,601AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$108DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$11,013ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$16,412ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$12,155ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,954ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$12,655ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$61,189TotalExcessDistributionCyovAmt
Qualifying Distributions$6,601QualifyingDistributionsAmt
Applied To Current Year$108AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,493RemainingDistriFromCorpusAmt
Total Corpus$67,682TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$11,013ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$56,669ExcessDistriCyovToNextYrAmt
Excess From Year4$16,412ExcessFromYear4Amt
Excess From Year3$12,155ExcessFromYear3Amt
Excess From Year2$8,954ExcessFromYear2Amt
Excess From Year1$12,655ExcessFromYear1Amt
Excess From Current Year$6,493ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HGH
1825 Gillespie Way 200El CajonCA92020Operating$1,500
LTB
1920 Joe Crosson Drive 7El CajonCA92020Operating$1,303
YMCA East County
8881 Dallas StreetLa MesaCA91942Operating$100
ECPCC
677 S Magnolia AvenueEl CajonCA92020Operating$850
El Cajon Rotary
PO Box 643El CajonCA92022Operating$256
Smile Operation
3641 Faculty BoulevardVirginia BeachVA23453Operating$100
St Madeleine Sophie
2119 East Madison AvenueEl CajonCA92019Operating$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,209TotalGrantOrContriPdDurYrAmt
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
Exclusion$1ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1TotalIncomeProducingActyAmt

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$5,000TotalContributionsAmt
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