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THE HUEPPCHEN FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE HUEPPCHEN FAMILY FOUNDATION (EIN 20-0314888)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-06-13
IRS object ID
201541669349100209
Schema version
2014v5.0
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)
Return2015-06-13T10:59:25-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Phone6193903205PhoneNum
Signature2016-06-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRoger HueppchenPreparerPersonNm
PTINP01449357PTIN
Phone6193903929PhoneNum
Preparation2015-06-13PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$745FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$17,100ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$17,100TotalRevAndExpnssAmt
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
Accounting Fees Rev And Expnss$163AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$155AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$139TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$132TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$3,925TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$196TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$3,729TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss-$15OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm-$1OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl-$14OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,712TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$285TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,427TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,008ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,008ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$16,720TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$285TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$16,435TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$380ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$202CashBOYAmt
Cash EOY$745CashEOYAmt
Cash EOYFMV$745CashEOYFMVAmt
Total Assets BOY$202TotalAssetsBOYAmt
Total Assets EOY$745TotalAssetsEOYAmt
Total Assets EOYFMV$745TotalAssetsEOYFMVAmt
Accounts Payable EOY$163AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$163TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$202RetainedEarningBOYAmt
Retained Earning EOY$582RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$202TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$582TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$202TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$745TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$202TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$380ExcessRevenueOverExpensesAmt
Subtotal$582SubtotalAmt
Tot Net Ast Or Fund Balances EOY$582TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$11,013AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$604NetVlNoncharitableAssetsYr1Amt
Distribution Yr118.233444DistributionYr1Rt
Adjusted Qlfy Distri Yr2$9,517AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,007NetVlNoncharitableAssetsYr2Amt
Distribution Yr29.450844DistributionYr2Rt
Adjusted Qlfy Distri Yr3$7,099AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,970NetVlNoncharitableAssetsYr3Amt
Distribution Yr33.603553DistributionYr3Rt
Adjusted Qlfy Distri Yr4$11,413AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,897NetVlNoncharitableAssetsYr4Amt
Distribution Yr43.939593DistributionYr4Rt
Adjusted Qlfy Distri Yr5$12,352AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$8,041NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.536127DistributionYr5Rt
Total Distribution36.763561TotalDistributionRt
Average Distribution7.352712AverageDistributionRt
Net Vl Noncharitable Assets$466NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,426AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$3,426AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$16,435QualifyingDistributionsAmt

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$500$0$0
Margaret K Hueppchen
9954 Circa Valle VerdeEl CajonCA92021Vice President2.00$500$0$0
Lisa M Ernst
355 Rose Finch CircleLittletonCO80129Treasurer2.00$500$0$0
Marlana M Perry
355 Rose Finch CircleLittletonCO80129Secretary1.00$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$473AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$473TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$473AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7CashDeemedCharitableAmt
Net Vl Noncharitable Assets$466NetVlNoncharitableAssetsAmt
Minimum Investment Return$23MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23MinimumInvestmentReturnAmt
Distributable Before Adj$23DistributableBeforeAdjAmt
Distributable Before Ded$23DistributableBeforeDedAmt
Distributable As Adjusted$23DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,435ExpensesAndContributionsAmt
Qualifying Distributions$16,435QualifyingDistributionsAmt
Adjusted Qualifying Distri$16,435AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$11,950ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$11,268ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$7,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,517ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$11,013ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$50,748TotalExcessDistributionCyovAmt
Qualifying Distributions$16,435QualifyingDistributionsAmt
Applied To Current Year$23AppliedToCurrentYearAmt
Remaining Distri From Corpus$16,412RemainingDistriFromCorpusAmt
Total Corpus$67,160TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$11,950ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$55,210ExcessDistriCyovToNextYrAmt
Excess From Year4$11,268ExcessFromYear4Amt
Excess From Year3$7,000ExcessFromYear3Amt
Excess From Year2$9,517ExcessFromYear2Amt
Excess From Year1$11,013ExcessFromYear1Amt
Excess From Current Year$16,412ExcessFromCurrentYearAmt

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/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Lions Tigers Bears
1920 Joe Crosson Drive 7El CajonCA92020NCOperating$1,750
El Cajon Rotary
PO Box 643El CajonCA92022NCOperating$595
HGH
1825 Gillespie Way 200El CajonCA92020NCOperating$1,640
Human Society - US
2100 L Street NWWashingtonDC20037NCOperating$100
Valor Christian HS
3775 Grace BlvdLittletonCO80126NCRestricted$1,000
East County Family YMCA
8881 Dallas StreetLa MesaCA91942NCOperating$100
Special Olympics
1133 19th Street NWWashingtonDC20036NCOperating$50
ECPCC
677 S Magnolia AvenueEl CajonCA92020NCOperating$2,373
Metropolitan State University
890 Auraria PkwyDenverCO80204NCScholarship$3,100
Wounded Warrior
4899 Belfort Road Suite 300JacksonvilleFL32256NCOperating$200
Quality of Life Connections
3455 Malpazo CtBonitaCA91902NCOperating$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,008TotalGrantOrContriPdDurYrAmt
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$17,100TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTax Prep FeesCategoryTxt
Amt$163Amt
Net Investment Income$8NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$155DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescRefund of Bank FeeDesc
Revenue And Expenses Per Books-$15RevenueAndExpensesPerBooksAmt
Net Investment Income-$1NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps-$14DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FTB$10$1$0$9
Fire Tax$129$6$0$123