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THE HUEPPCHEN FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE HUEPPCHEN FAMILY FOUNDATION (EIN 20-0314888)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-03-14
IRS object ID
201730829349100403
Schema version
2016v3.0
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)
Return2017-03-14T16:56:34-04:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-03-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRoger HueppchenPreparerPersonNm
PTINP01449357PTIN
Phone6193903929PhoneNum
Preparation2017-03-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address70.181.201.158IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-03-23IPDt
IP Tm14:02:50IPTm
Federal Original Submission Id33513420170824wcfdidFederalOriginalSubmissionId
Federal Original Submission Id2017-03-23FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id3AF021E94247BA03CC15C4DC9A0D8FDD042C12BFAtSubmissionCreationDeviceId
At Submission Filing Device Id3AF021E94247BA03CC15C4DC9A0D8FDD042C12BFAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY-$178FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$11,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$11,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
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$460TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$23TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$437TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$43OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$43OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,013TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$98TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,915TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,070ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,070ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,083TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$98TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,985TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,917ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$2,095CashBOYAmt
Cash EOY-$178CashEOYAmt
Cash EOYFMV-$178CashEOYFMVAmt
Total Assets BOY-$2,095TotalAssetsBOYAmt
Total Assets EOY-$178TotalAssetsEOYAmt
Total Assets EOYFMV-$178TotalAssetsEOYFMVAmt
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-$2,258RetainedEarningBOYAmt
Retained Earning EOY-$341RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY-$2,258TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY-$341TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY-$2,095TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY-$178TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY-$2,258TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,917ExcessRevenueOverExpensesAmt
Subtotal-$341SubtotalAmt
Tot Net Ast Or Fund Balances EOY-$341TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$12,255AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,008NetVlNoncharitableAssetsYr1Amt
Distribution Yr16.103088DistributionYr1Rt
Adjusted Qlfy Distri Yr2$16,435AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$466NetVlNoncharitableAssetsYr2Amt
Distribution Yr235.26824DistributionYr2Rt
Adjusted Qlfy Distri Yr3$11,013AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$604NetVlNoncharitableAssetsYr3Amt
Distribution Yr318.233444DistributionYr3Rt
Adjusted Qlfy Distri Yr4$9,517AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,007NetVlNoncharitableAssetsYr4Amt
Distribution Yr49.450844DistributionYr4Rt
Adjusted Qlfy Distri Yr5$7,099AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,970NetVlNoncharitableAssetsYr5Amt
Distribution Yr53.603553DistributionYr5Rt
Total Distribution72.659169TotalDistributionRt
Average Distribution14.531834AverageDistributionRt
Net Vl Noncharitable Assets$615NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$8,937AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$8,937AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$8,985QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
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
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 IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

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
355 Rose Finch CircleLittletonCO80129Treasurer2.00$0$0$0
Marlana M Perry
18 Whitehaven CircleHighlands RanchCO80129Secretary1.00$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$624AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$624TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$624AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9CashDeemedCharitableAmt
Net Vl Noncharitable Assets$615NetVlNoncharitableAssetsAmt
Minimum Investment Return$31MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31MinimumInvestmentReturnAmt
Distributable Before Adj$31DistributableBeforeAdjAmt
Distributable Before Ded$31DistributableBeforeDedAmt
Distributable As Adjusted$31DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,985ExpensesAndContributionsAmt
Qualifying Distributions$8,985QualifyingDistributionsAmt
Adjusted Qualifying Distri$8,985AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$7,000ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,517ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$11,013ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$16,412ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$12,155ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$56,097TotalExcessDistributionCyovAmt
Qualifying Distributions$8,985QualifyingDistributionsAmt
Applied To Current Year$31AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,954RemainingDistriFromCorpusAmt
Total Corpus$65,051TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$7,000ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$58,051ExcessDistriCyovToNextYrAmt
Excess From Year4$9,517ExcessFromYear4Amt
Excess From Year3$11,013ExcessFromYear3Amt
Excess From Year2$16,412ExcessFromYear2Amt
Excess From Year1$12,155ExcessFromYear1Amt
Excess From Current Year$8,954ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HGH
1825 Gillespie Way 200El CajonCA92020NCOperating$1,100
East County Family YMCA
8881 Dallas StreetLa MesaCA91942NCOperating$100
LTB
1920 Joe Crosson Drive 7El CajonCA92020NCOperating$1,270
ECPCC
677 S Magnolia AvenueEl CajonCA92020NCOperating$1,285
El Cajon Rotary
PO Box 643El CajonCA92022NCOperating$715
Valor Conservatory
3775 Grace BlvdLittletonCO80126NCScholarships$1,000
M Perry
18 Whitehaven CircleHighlands RanchCO80129IScholarships$1,000
Roatan Mission
10025 NW 116th Way Ste 2MedleyFL33178NCOperating$50
Salvation Army
901 Park BlvdSan DiegoCA92101NCOperating$350
Human Society
5500 Gaines StSan DiegoCA92110NCOperating$100
Ciudad de Angeles Inc
5240 Roswell Road NEMariettaGA30062NCOperating$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,070TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

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$11,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMiscDesc
Revenue And Expenses Per Books$43RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$43DisbursementsCharitablePrpsAmt

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