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Nonprofit · EIN 39-1948113

HAUPERT FAMILY FOUNDATION

Tax-exempt · DUBUQUE, IA 52003

Financials

$13K$63K2023$48K$88K2024$45K$86K2025
Revenue Expenses · by fiscal year end
Financials of HAUPERT FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$45,278$85,826-$40,548$278,162$0$278,162
December 31, 2024990-PF$48,326$87,838-$39,512$318,710$0$318,710
December 31, 2023990-PF$12,506$62,705-$50,199$358,222$0$358,222
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$5,300
Dividends
$10,102
Net gain from sales of assets
$29,876

Expenses

Grants and similar amounts paid
$82,000
Disbursements for charitable purposes
$82,000
Excise tax on investment income
$503

Balance sheet and other

Total assets, start of year
$318,710
Total assets, end of year
$278,162
Total liabilities, end of year
$0
Net assets, end of year
$278,162
Fair market value of assets
$357,562
Qualifying distributions
$82,000
Net investment income
$39,978

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
STEPHEN B HAUPERT
8603 OLDE DAVENPORT RD, DUBUQUE, IA 52003
DIRECTOR0$0
CAROLYN S HAUPERT
11838 ENGLISH MILL RD, DUBUQUE, IA 52003
PRESIDENTTREASURER1$0
MARY SUE GREEN
17445 FIVE POINTS RD, DURANGO, IA 52039
DIRECTOR0$0
MICHELLE CONRY
8603 OLDE DAVENPORT RD, DUBUQUE, IA 52003
VPSECRETARY0$0
MATTHEW W NOEL
11838 ENGLISH MILL RD, DUBUQUE, IA 52003
SECRETARY0$0
KRISTEN M NOEL
11838 ENGLISH MILL RD, DUBUQUE, IA 52003
DIRECTOR0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
STEPHEN B HAUPERT
8603 OLDE DAVENPORT RD, DUBUQUE, IA 52003
DIRECTOR0$0
CAROLYN S HAUPERT
11838 ENGLISH MILL RD, DUBUQUE, IA 52003
PRESIDENTTREASURER1$0
MARY SUE GREEN
17445 FIVE POINTS RD, DURANGO, IA 52039
DIRECTOR0$0
MICHELLE CONRY
8603 OLDE DAVENPORT RD, DUBUQUE, IA 52003
VPSECRETARY0$0
MATTHEW W NOEL
11838 ENGLISH MILL RD, DUBUQUE, IA 52003
SECRETARY0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
STEPHEN B HAUPERT
8603 OLDE DAVENPORT RD, DUBUQUE, IA 52003
DIRECTOR0$0
CAROLYN S HAUPERT
11838 ENGLISH MILL RD, DUBUQUE, IA 52003
PRESIDENTTREASURER1$0
MARY SUE GREEN
17445 FIVE POINTS RD, DURANGO, IA 52039
DIRECTOR0$0
MICHELLE CONRY
8603 OLDE DAVENPORT RD, DUBUQUE, IA 52003
VPSECRETARY0$0
MATTHEW W NOEL
11838 ENGLISH MILL RD, DUBUQUE, IA 52003
SECRETARY0$0

Address and contacts

Address (IRS master file)
11838 ENGLISH MILL RD, DUBUQUE, IA 52003-9747
In care of
% CAROLYN S HAUPERT
Signed the 990-PF
CAROLYN S HAUPERT, PRESIDENTTREASURER
Phone
(563) 542-4416
Return prepared by
C Thoms CPA Inc

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
39-1948113
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1999
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$278,162
Income (IRS master file)
$175,652

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$45,278$85,826$278,162IRS
990-PFDecember 2024$48,326$87,838$318,710IRS
990-PFDecember 2023$12,506$62,705$358,222XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1948113).

Questions about HAUPERT FAMILY FOUNDATION

What is the EIN of HAUPERT FAMILY FOUNDATION?
The employer identification number (EIN) of HAUPERT FAMILY FOUNDATION is 39-1948113.
Is HAUPERT FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to HAUPERT FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HAUPERT FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HAUPERT FAMILY FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HAUPERT FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of HAUPERT FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does HAUPERT FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $45,278, expenses of $85,826 and total assets of $278,162 at year end.

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