Haupert Family Foundation in Dubuque, Iowa (IA)

Organization representatives - add corrected or new information about Haupert Family Foundation »

Non-representatives - add comments about Haupert Family Foundation»

Haupert Family Foundation
Employer Identification Number (EIN)391948113
Name of OrganizationHaupert Family Foundation
In Care of NameJohn C Haupert
Address11838 English Mill Rd, Dubuque, IA 52003-9747
SubsectionCharitable Organization
Ruling Date06/1999
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$100,000 to $499,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$243,239
Amount of Income$58,132
Form 990 Revenue Amount$34,882
National Taxonomy of Exempt Entities (NTEE)Arts, Culture and Humanities: Single Organization Support


Non-representatives - add comments:


CAPTCHA

Your IP address 54.172.169.199 will be logged.

Amount of income in 2013: $58,132 (it was $37,697 in 2012)
This organization: 

 $58,132
Other organizations performing similar types of work: 

 $79,074

Assets in 2013: $243,239 (it was $230,919 in 2012)
Haupert Family Foundation: 

 $243,239
Other organizations performing similar types of work: 

 $63,467

Expenses in 2013: $16,460
Haupert Family Foundation: 

 $16,460
Other organizations performing similar types of work: 

 $40,000

Income to expenses ratio in 2013: 3.5
Haupert Family Foundation: 

 3.5
Other organizations performing similar types of work: 

 1.1

Grants share in income in 2013: 20.5%
This organization: 

 20.5%
Other organizations performing similar types of work: 

 9.0%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$28,780$22,870$0
Contributions, gifts, grants, etc., received$5,910
Interest on savings and temporary cash investments$0
Dividends and interest from securities$6,996
Gross rents$0
Gross sales price for all assets$45,226
Gross profit from sales of goods$0
Other income$0
Other$15,874
Total expenses and disbursements$16,460$2,947$0$13,100
Compensation of officers, directors, trustees, etc.$0
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$1,135
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$3,360$2,947$0
Contributions, gifts, grants paid$13,100
Excess of revenue over expenses and disbursements$12,320
Net investment income$19,923
Adjusted net income$0
Balance Sheets
201120122013
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$227,480$256,898$230,919$279,924$243,239$308,515
Cash - non-interest-bearing$2,881$3,207$2,004
Investments-U.S. and state government obligations$0$0$0
Investments-corporate stock$224,599$227,712$241,235
Investments-corporate bonds$0$0$0
Investments-mortgage loans$0$0$0
Investments-other$0$0$0
Other assets$0$0
Total liabilities$6$6$6
Mortgages and other notes payable$0$0$0
Other liabilities$0$0
Total liabilities and net assets/fund balances$227,474$230,913$243,233
Capital Gains and Losses for Tax on Investment Income
201120122013
Capital gain net income$296$5,603$15,874
Net capital loss$0$0$0
Excise Tax Based on Investment Income
201120122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$77$213$398
Total credits and payments$200$200$400
Current year estimated tax payments and previous year's overpayment credited to current year$200$200$400
Exempt foreign organizations-tax withheld at source$0$0$0
Tax paid with application for extension of time to file (Form 8868)$0$0$0
Backup withholding erroneously withheld$0$0$0
Any penalty for underpayment of estimated tax$0$0$0
Tax due$13$0
Overpayment$0$2
Amount to be credited to next year's estimated tax$123$0$2
Statements Regarding Activities
201120122013
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
201120122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
201120122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$246,990$278,190$298,804
Net value of noncharitable-use assets$274,017$294,322
Minimum investment return$12,164$13,701$14,716
Distributable Amount
201120122013
Distributable amount$12,087$13,488$14,318
Undistributed Income
201120122013
Distributable amount for this year$12,087$13,488$14,318
Undistributed income for this year. This amount must be distributed in the next year$12,063$13,051$14,269
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Supplementary Information (for 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$6,996$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Haupert Family Foundation to others? (optional)
  
Add photo of Haupert Family Foundation (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Recently Added Reviews
Disabled American Veterans, Disabled American Veterans Chapter 20 - Des Moines Ia in Des Moines, IA
Pink Tractor Foundation in St Charles, IA
*****
Mid Iowa Foster Grandparent Program in Boone, IA
Furry Friends Refuge in Urbandale, IA
*
Endure Iowa Inc in Johnston, IA
*****
Boone Community Theatre in Boone, IA
****
Missouri River Boat Club in Sioux City, IA
**
Teens Of Tomorrow Inc in Council Blfs, IA
Midwest Pets For Life in Clinton, IA
*****
Raised At Full Draw in Winterset, IA
*****
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1World War Ii Theatre Inc945 Magazine St, New Orleans, LA 70130-3813LA2009-04$562,501
2Orpheum Theatre Endowment Inc520 Pierce St, Sioux City, IA 51101-1243IA2002-10$1,787,182
3Foundation For Chiropractic Education And Research Inc801 Grand Ave Ste 3700, Des Moines, IA 50309-8004IA1965-10$284,843
4Iowa Hall Of Pride Foundation1605 S Story St, Boone, IA 50036-5226IA2007-03$283,700
5Harlan Community Schools Music Boosters Association1228 Oak Rd, Harlan, IA 51537-4300IA2009-07$63,530
6Friends Of The Sami CenterPO BOX 583, Spirit Lake, IA 51360-0583IA2007-05$63,428
7Haupert Family Foundation11838 English Mill Rd, Dubuque, IA 52003-9747IA1999-06$58,132
8Jasper County Museum Foundation1700 S 15th Ave W, Newton, IA 50208-4321IA2006-04$35,642
9Stockman House Museum FoundationPO BOX 565, Mason City, IA 50402-0565IA2002-04$4,001
10Bluffs Arts Foundation209 Pearl St, Council Blfs, IA 51503-0826IA1999-01$3,513
11Bertha Stebens Chidren's Theatre Foundation616 North Delaware, Mason City, IA 50401IA2002-05$0
12Dancenter Dancer Company FoundationPO BOX 2273, Ames, IA 50010-2273IA2007-08$0
13Dewitt Chamber Foundation1010 6th Ave, Dewitt, IA 52742IA2010-03$0
14Friends Of The Grundy Center Public Library708 7th St, Grundy Center, IA 50638-1430IA2014-10$0
15Friends Of The Mcgregor Public Library IncPo Box 79, Mcgregor, IA 52157IA2014-04$0
16Friends Of Ushers FerryPo Box 11354, Cedar Rapids, IA 52406IA2009-05$0
17Indee Band Boosters Inc309 First Street East, Independence, IA 50644IA2011-02$0
18Little Flock Chapel And Crossroads Cemetery AssociationPo Box 30, Centerville, IA 52544IA1995-07$0
19Northeast Fine Arts Boosters3690 Hwy 136, Goose Lake, IA 52742IA1994-11$0
20Senior Variety ShowPo Box 223, Ames, IA 50010IA2014-06$0
Number of organizations performing similar types of work
Alaska1
Alabama8
Arkansas12
Arizona21
California89
Colorado22
Connecticut11
District of Columbia5
Delaware5
Florida52
Georgia31
Hawaii8
Iowa19
Idaho9
Illinois28
Indiana20
Kansas9
Kentucky16
Louisiana14
Massachusetts19
Maryland19
Maine6
Michigan29
Minnesota15
Missouri21
Mississippi5
Montana3
North Carolina29
North Dakota2
Nebraska9
New Hampshire3
New Jersey16
New Mexico7
Nevada2
New York48
Ohio46
Oklahoma14
Oregon7
Pennsylvania27
Rhode Island1
South Carolina10
South Dakota1
Tennessee11
Texas96
Utah7
Virginia30
Vermont5
Washington23
Wisconsin23
West Virginia5
Wyoming2
International3
Total924

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Haupert Family Foundation and has no official or unofficial affiliation with Haupert Family Foundation