The Hampe Family Foundation: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- The Hampe Family Foundation (EIN 39-1965828)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-12
- IRS object ID
- 202530719349100203
- Schema version
- 2024v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Dissolution Stmt
- Investments Corp Stock Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-12T06:14:52-00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391965828 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hampe Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAMP | BusinessNameControlTxt |
| Phone | 6084840374 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N7137 Erann Ct | AddressLine1Txt |
| City | Holmen | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54636 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard C Hampe | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 6084840374 | PhoneNum |
| Signature | 2025-04-01 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| PF Status Term Sect507b1 A | Yes (X) | PFStatusTermSect507b1AInd |
| Final Return | Yes (X) | FinalReturnInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $54 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $54 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,131 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,131 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,420 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $127,247 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,420 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $30,605 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,605 | TotalNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $859 | TravConfMeetingRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $859 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,666 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,666 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $151,525 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,666 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$120,920 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,605 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,249 | CashBOYAmt |
| Corporate Stock BOY | $49,631 | CorporateStockBOYAmt |
| Total Assets BOY | $71,880 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $71,880 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $71,880 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $71,880 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $71,880 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$120,920 | ExcessRevenueOverExpensesAmt |
| Other Increases | $49,040 | OtherIncreasesAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| AmCap Fund - A | 2024-01-01 | 2024-01-22 | $1,033 | $750 | $283 | $283 |
| Am Mutual Fund - A | 2024-01-01 | 2024-01-22 | $536 | $355 | $181 | $181 |
| New Perspective Fund - A | 2024-01-01 | 2024-01-22 | $1,607 | $1,198 | $409 | $409 |
| Am Balanced Fund - A | 2024-01-01 | 2024-01-22 | $560 | $455 | $105 | $105 |
| Capital World Growth Income Fund - A | 2024-01-01 | 2024-01-22 | $1,032 | $870 | $162 | $162 |
| AmCap Fund - A | 2020-01-01 | 2024-01-22 | $30,086 | $21,866 | $8,220 | $8,220 |
| Am Mutual Fund - A | 2020-01-01 | 2024-01-22 | $11,946 | $7,911 | $4,035 | $4,035 |
| New Perspective Fund - A | 2020-01-01 | 2024-01-22 | $29,178 | $21,748 | $7,430 | $7,430 |
| Am Balanced Fund - A | 2020-01-01 | 2024-01-22 | $20,282 | $16,499 | $3,783 | $3,783 |
| Capital World Growth and Income Fund - A | 2020-01-01 | 2024-01-22 | $26,309 | $22,184 | $4,125 | $4,125 |
| New World Fund - A | 2020-01-01 | 2024-01-22 | $4,678 | $4,991 | -$313 | -$313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,420 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,140 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $425 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $425 | SubtotalAmt |
| Tax Based On Investment Income | $425 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $425 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | 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 |
| Individual With Books | Richard C Hampe | IndividualWithBooksNm |
| Phone | 6085822565 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16771 South 15th Street | AddressLine1Txt |
| City | Galesville | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54630 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Richard C Hampe | ||||||
| N7137 Erann Ct | Holmen | WI | 54636 | Trustee | 000.00 | $0 |
| Douglas D Jorde | ||||||
| 620 Hanson Ct | Onalaska | WI | 54650 | Trustee | 000.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | n/a | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $72,220 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,909 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $91,129 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $91,129 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,367 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $89,762 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,488 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,488 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $425 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $425 | TotalTaxAmt |
| Distributable Before Adj | $4,063 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,063 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,063 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,666 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $150,666 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,063 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $80,691 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $50,296 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $47,546 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $24,448 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,787 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $232,768 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $150,666 | QualifyingDistributionsAmt |
| Applied To Current Year | $4,063 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $146,603 | RemainingDistriFromCorpusAmt |
| Total Corpus | $379,371 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $80,691 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $298,680 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,296 | ExcessFromYear4Amt |
| Excess From Year3 | $47,546 | ExcessFromYear3Amt |
| Excess From Year2 | $24,448 | ExcessFromYear2Amt |
| Excess From Year1 | $29,787 | ExcessFromYear1Amt |
| Excess From Current Year | $146,603 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Richard C Hampe | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Fishing for Life | |||||||
| PO Box19320 | Minnapolis | MN | 55419 | none | EOF | program needs | $37,000 |
| Holmen Area Foundation - Holmen Trap Team | |||||||
| 117 E Legion Street | Holmen | WI | 54636 | none | EOF | program needs | $2,500 |
| American Legion Riders District 7 | |||||||
| N923 Schmaltz Road | Coon Valley | WI | 54623 | none | EOF | program needs | $2,000 |
| Andy & Stevie Komprud Youth Day | |||||||
| N20522 Bergerson Lane | Ettrick | WI | 54627 | none | EOF | program needs | $21,126 |
| Purple Heart Outdoors Tour | |||||||
| 59 Finlay Street | Staten Island | NY | 10307 | none | EOF | program needs | $10,000 |
| Adventure Amputee Camp | |||||||
| 3540 Huntly Manor Lane | Alexandria | VA | 22306 | none | EOF | program needs | $10,000 |
| Wounded Warrior Outdoors | |||||||
| 727 Brookhaven Drive | Orlando | FL | 32803 | none | EOF | program needs | $10,000 |
| La Crosse Community Foundation | |||||||
| 601 7th Street North | La Crosse | WI | 54601 | none | EOF | program needs | $8,000 |
| Rocky Mountain Elk Foundation | |||||||
| 5705 Grant Creek Road | Missoula | MT | 59808 | none | EOF | program needs | $50,040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,666 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,131 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,420 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd |
|---|---|
| capital gains distributions | 14 |
| non dividend distributions | 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $30,605 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,605 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | none | PersonNm |
| Short Explanation | trust dissolved | ShortExplanationTxt |
| Dissolution | $0 | DissolutionAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV vs. basis | Desc |
| Amt | $49,040 | Amt |