Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
KAMPE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 873
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PAONIA, CO814280873
A Employer identification number

20-0512724
B Telephone number (see instructions)

(970) 623-4290
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,750,597
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 41 41  
4 Dividends and interest from securities... 33,893 33,893  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 689,713
b Gross sales price for all assets on line 6a 2,373,089
7 Capital gain net income (from Part IV, line 2)... 689,713
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 725,647 723,647  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 13,700 1,370   12,330
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 5,612 561   5,051
c Other professional fees (attach schedule).... 33,349 25,012   8,337
17 Interest............... 4 0   4
18 Taxes (attach schedule) (see instructions)... 789 779   0
19 Depreciation (attach schedule) and depletion... 3,306 3,306  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 273 27   246
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 11,922 987   10,935
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 68,955 32,042   36,903
25 Contributions, gifts, grants paid....... 108,000 108,000
26 Total expenses and disbursements. Add lines 24 and 25 176,955 32,042   144,903
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 548,692
b Net investment income (if negative, enter -0-) 691,605
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,000 3,000 3,000
2 Savings and temporary cash investments......... 36,117 81,342 81,342
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,860,199 Click to see attachment2,361,694 3,666,255
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet6,129
Less: accumulated depreciation (attach schedule) bullet6,129      
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,897,316 2,446,036 3,750,597
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment135 Click to see attachment163
23 Total liabilities (add lines 17 through 22)......... 135 163
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,897,181 2,445,873
29 Total net assets or fund balances (see instructions)..... 1,897,181 2,445,873
30 Total liabilities and net assets/fund balances (see instructions). 1,897,316 2,446,036
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,897,181
2
Enter amount from Part I, line 27a .....................
2
548,692
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,445,873
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,445,873
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 231 SHS COMCAST CORP P 2020-02-27 2020-08-25
b 24 SHS HUMANA INC P 2020-02-20 2020-08-06
c 13,158 SHS JANUS HENDERSON SHORT DUR INC ETF P 2020-09-11 2020-12-09
d 33,776.883 SHS LORD ABBETT ULTRA SHORT BOND FUND P 2019-11-29 2020-02-26
e 84 SHS LULULEMON ATHLETICA INC P 2020-02-27 2020-08-25
19 SHS NVIDIA CORPORATION P 2020-02-24 2020-08-05
146.814 SHS RAYTHEON TECHNOLOGIES CORP P 2019-07-11 2020-04-08
9,456 SHS ISHARES GOLD TRUST P 2019-08-28 2020-03-24
143 SHS ALIBABA GROUP HLDG LTD P 2018-08-06 2020-08-25
33 SHS ALPHABET INC P 2014-08-18 2020-08-25
17 SHS AMAZON.COM INC P 2016-11-11 2020-04-06
499 SHS APPLE INC P 2013-03-12 2020-08-06
100 SHS BIOGEN INC P 2016-05-09 2020-01-10
70 SHS HUMANA INC P 2019-08-01 2020-08-06
193 SHS IQVIA HOLDINGS INC P 2019-06-04 2020-08-06
533 SHS ISHARES MSCI JAPAN ETF P 2018-12-21 2020-10-28
381 SHS ISHARES MSCI EAFE ETF P 2017-03-22 2020-10-28
600 SHS JPMORGAN CHASE & CO P 2012-03-05 2020-07-14
1,353.654 SHS MATTHEWS PACIFIC TIGER FUND P 2017-03-22 2020-10-28
908 SHS TENCENT HOLDINGS LTD ADR P 2018-10-03 2020-08-06
98 SHS UNITEDHEALTH GROUP INC P 2019-06-04 2020-08-06
780 SHS VERIZON COMMUNICATIONS P 2015-02-06 2020-03-24
580 SHS VISA INC P 2015-06-16 2020-10-26
90 SHS WALT DISNEY CO HLDG CO P 2012-02-23 2020-08-25
5 SHS ALPHABET INC P 2008-11-17 2020-04-06
600 SHS DANAHER CORPORATION P 2006-11-06 2020-01-06
300 SHS FORTIVE CORP P 2006-11-06 2020-04-06
143 SHS ISHARES S&P MIDCAP 400 INDEX FUND P 2009-10-01 2020-10-28
285 SHS JPMORGAN CHASE & CO P 2008-06-06 2020-07-14
907 SHS MICROSOFT CORP P 2008-06-02 2020-08-06
420 SHS WALT DISNEY CO HLDG CO P 2008-06-02 2020-08-25
27 SHS UNITEDHEALTH GROUP INC P 2019-06-04 2020-04-06
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 10,000   9,471 529
b 9,788   8,871 917
c 663,167   663,312 -145
d 339,120   338,727 393
e 31,764   19,068 12,696
8,598   5,244 3,354
9,281   11,186 -1,905
147,898   136,886 11,012
41,174   25,465 15,709
44,205   13,518 30,687
33,574   12,496 21,078
141,852   30,883 110,969
29,743   25,080 4,663
28,549   20,937 7,612
31,095   25,982 5,113
31,071   26,511 4,560
23,448   23,575 -127
58,827   23,813 35,014
43,100   34,775 8,325
65,956   36,588 29,368
30,690   23,535 7,155
38,999   38,061 938
108,281   37,410 70,871
11,694   3,730 7,964
5,837   765 5,072
92,263   15,664 76,599
17,011   4,873 12,138
27,152   9,660 17,492
26,251   12,444 13,807
155,494   24,427 131,067
54,571   13,935 40,636
6,586   6,484 102
6,050     6,050
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       529
b       917
c       -145
d       393
e       12,696
      3,354
      -1,905
      11,012
      15,709
      30,687
      21,078
      110,969
      4,663
      7,612
      5,113
      4,560
      -127
      35,014
      8,325
      29,368
      7,155
      938
      70,871
      7,964
      5,072
      76,599
      12,138
      17,492
      13,807
      131,067
      40,636
      102
      6,050
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 689,713
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 9,613
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 9,613
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 9,613
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,968
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 12,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,468
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,855
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet4,855 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
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? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.KAMPEFOUNDATION.ORG
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (970) 623-4290

    Located atbulletPO BOX 873PAONIACO ZIP+4bullet814280873
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), 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? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a 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? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 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? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), 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? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ANASTACIA KAMPE PRESIDENT
    10.00
    13,700 0 0
    PO BOX 873
    PAONIA,CO814280873
    DIANE KAMPE SECRETARY
    5.00
    0 0 0
    PO BOX 3453
    HALF MOON BAY,CA940193453
    AMANDA LUJAN TREASURER
    5.00
    0 0 0
    PO BOX 3453
    HALF MOON BAY,CA940193453
    GEORGE KAMPE TRUSTEE
    5.00
    0 0 0
    PO BOX 98
    VERDI,NV894390098
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 THE KIDS ON FARMS PROJECT - THE MISSION OF THIS PROJECT IS TO CONNECT WITH LOCAL FARMS TO CREATE A BETTER UNDERSTANDING OF WHERE FOOD COMES FROM. WE PROVIDE OPPORTUNITIES FOR PLACE-BASED EDUCATION AND SERVE AS A TOOL FOR BUILDING HEALTHIER COMMUNITIES. IN 2020 THE FOUNDATION WORKED WITH APPROXIMATELY 50 STUDENTS AND 3 LOCAL FARMING OPERATIONS. 2,051
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,834,430
    b
    Average of monthly cash balances.......................
    1b
    294,707
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,129,137
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,129,137
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    46,937
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,082,200
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    154,110
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    154,110
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    9,613
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,613
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    144,497
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    144,497
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    144,497
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    144,903
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    144,903
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    144,903
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 144,497
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 4,522
    b From 2016...... 3,347
    c From 2017...... 11,668
    d From 2018......  
    e From 2019...... 5,416
    fTotal of lines 3a through e........ 24,953
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 144,903
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 144,497
    e Remaining amount distributed out of corpus 406
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 25,359
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    4,522
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    20,837
    10 Analysis of line 9:
    a Excess from 2016.... 3,347
    b Excess from 2017.... 11,668
    c Excess from 2018....  
    d Excess from 2019.... 5,416
    e Excess from 2020.... 406
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    DIANE KAMPE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    KAMPE FAMILY FOUNDATION WEBSITE WWW
    PO BOX 873
    PAONIA,CO814280873
    (970) 623-4290
    bThe form in which applications should be submitted and information and materials they should include:
    THE KAMPE FOUNDATION REQUIRES ALL ORGANIZATIONS INTERESTED IN FUNDING TO SUBMIT A LETTER OF INQUIRY OF TWO TO THREE PAGES MAXIMUM, PROVIDING THE FOLLOWING INFORMATION: 1.) A STATEMENT OF YOUR ORGANIZATIONAL GOALS, MISSION AND HISTORY OF YOUR ACCOMPLISHMENTS. 2.) THE RELATIONSHIP OF THE REQUEST TO YOUR MISSION. 3.) THE PURPOSE OF YOUR REQUEST, OR NEED FOR THE PROPOSED PROJECT AND/OR FUNDING. 4.) ANTICIPATED OUTCOME OF THE PROJECT IF FUNDED. 5.) A PLAN FOR PROJECT EVALUATION. YOUR LETTER OF INQUIRY WILL BE REVIEWED BY THE FOUNDATION BOARD, AND APPLICANTS WILL BE NOTIFIED REGARDING OUR INTEREST WITHIN EIGHT WEEKS OF THE LOI SUBMISSION. PLEASE SEE OUR WEBSITE AT WWW.KAMPEFOUNDATON.ORG.
    cAny submission deadlines:
    NO SUBMISSION DEADLINES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE KAMPE FAMILY FOUNDATION PROVIDES PROGRAMS AND FUNDING TO NONPROFIT ORGANIZATIONS IN THE FIELDS OF COMMUNITY DEVELOPMENT, SOCIAL JUSTICE, AND ENVIRONMENTAL ISSUES. TO BE ELIGIBLE FOR CONSIDERATION, APPLICANTS MUST ILLUSTRATE FINANCIAL NEED, BE ACTIVELY INVOLVED IN A KAMPE FOUNDATION PROGRAM AREA, AND BE GEOGRAPHICALLY LOCATED IN THE WESTERN STATES OF CALIFORNIA, OREGON, WASHINGTON, IDAHO, MONTANA, UTAH, NEVADA, COLORADO OR WYOMING.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    4 LEG ADVENTURES
    42801 MINNESOTA CREEK ROAD
    PAONIA,CO81428
    N/A PUBLIC CHARITY PROGRAM SUPPORT - SUMMER HORSE CAMP SCHOLARSHIPS 2,000
    ATRIUM SOCIETY
    9 ALDER DRIVE
    PAONIA,CO81428
    N/A PUBLIC CHARITY PROGRAM SUPPORT - SUMMER CAMP SCHOLARSHIPS 2,000
    BAY AREA RESCUE MISSION
    PO BOX 20252
    EL SOBRANTE,CA94820
    N/A PUBLIC CHARITY OPERATING SUPPORT 500
    BLUE SAGE CENTER FOR THE ARTS
    223 GRAND AVENUE
    PAONIA,CO81428
    N/A PUBLIC CHARITY OPERATING SUPPORT 1,800
    CALIFORNIA VOCATIONS
    546 RIO LINDO AVENUE SUITE 204
    CHICO,CA95926
    N/A PUBLIC CHARITY OPERATING SUPPORT 2,000
    CHURCH OF CHRIST
    1560 SW 500TH STREET
    HOLDEN,MO64040
    N/A PUBLIC CHARITY OPERATING SUPPORT 1,500
    DAMIEN HIGH SCHOOL
    2280 DAMIEN AVENUE
    LA VERNE,CA91750
    N/A PUBLIC CHARITY OPERATING SUPPORT 2,000
    DELTA COUNTY LIBRARY DISTRICT
    149 E MAIN STREET
    HOTCHKISS,CO81419
    N/A PUBLIC CHARITY PROGRAM SUPPORT - COUNTY WIDE LITERACY PROGRAM 4,200
    DELTA COUNTY SCHOOL DISTRICT
    7655 2075 ROAD
    DELTA,CO81416
    N/A PUBLIC CHARITY PROGRAM SUPPORT - FARM TO SCHOOL PROGRAM 5,000
    DELTA COUNTY SCHOOL DISTRICT
    7655 2075 ROAD
    DELTA,CO81416
    N/A PUBLIC CHARITY PROGRAM SUPPORT - CLASSROOM GRANT PROGRAM 4,000
    HALF MOON BAY GIRLS SOFTBALL
    PO BOX 1012
    HALF MOON BAY,CA94019
    N/A PUBLIC CHARITY OPERATING SUPPORT 2,000
    HALF MOON BAY LITTLE LEAGUE
    PO BOX 589
    HALF MOON BAY,CA94019
    N/A PUBLIC CHARITY OPERATING SUPPORT 5,000
    INNER ROADS INC
    734 S 1ST STREET
    MISSOULA,MT59801
    N/A PUBLIC CHARITY OPERATING SUPPORT 2,000
    JENICA SCHEVENE
    10 ALDER DRIVE
    PAONIA,CO81428
    N/A INDIVIDUAL EMERGENCY HARDSHIP GRANT 7,500
    KATHRINE SMITH
    505 ALHAMBRA STREET
    CROCKETT,CA94596
    N/A INDIVIDUAL EMERGENCY HARDSHIP GRANT 2,000
    KATIE MENDES
    241 CORAL REEF AVENUE
    HALF MOON BAY,CA94019
    N/A INDIVIDUAL EMERGENCY HARDSHIP GRANT 15,000
    LIFE IMPACT MINISTRIES
    PO BOX 906
    BEND,OR97709
    N/A PUBLIC CHARITY OPERATING SUPPORT 2,000
    LUTHERAN CHURCH MISSOURI SYNOD
    1333 S KIRKWOOD ROAD
    ST LOUIS,MO63122
    N/A PUBLIC CHARITY OPERATING SUPPORT 5,000
    NATIONAL CENTER FOR MISSING AND EXPLOITED CHILDREN
    333 JOHN CARLYLE STREET SUITE 125
    ALEXANDRIA,VA22314
    N/A PUBLIC CHARITY OPERATING SUPPORT 5,000
    NORTH FORK SCHOOL OF INTEGRATED STUDIES
    430 BOX ELDER AVENUE
    PAONIA,CO81428
    N/A PUBLIC CHARITY PROGRAM SUPPORT - SPECIALS CLASSES 5,500
    NORTH FORK VALLEY CREATIVE COALITION
    130 GRAND AVENUE
    PAONIA,CO81428
    N/A PUBLIC CHARITY OPERATING SUPPORT 2,000
    PAONIA PARENTS ORGANIZATION
    PO BOX 1179
    PAONIA,CO81428
    N/A PUBLIC CHARITY PROGRAM SUPPORT - GRAD NIGHT 2020 500
    POLARIS
    PO BOX 65323
    WASHINGTON,DC20035
    N/A PUBLIC CHARITY OPERATING SUPPORT 1,000
    THE BURN INSTITUTE
    8825 AERO DRIVE SUITE 200
    SAN DIEGO,CA92123
    N/A PUBLIC CHARITY OPERATING SUPPORT 2,000
    THE LEARNING COUNCIL
    PO BOX 1744
    PAONIA,CO81428
    N/A PUBLIC CHARITY OPERATING SUPPORT 5,500
    THISTLE WHISTLE FARM
    10872 3500 ROAD
    HOTCHKISS,CO81419
    N/A PUBLIC CHARITY CAPITAL SUPPORT - OUTDOOR KITCHEN & CLASSROOM 8,500
    UNIVERSAL ANGELICAN CHURCH
    4277 S 12TH STREET
    GREENFIELD,WI53228
    N/A PUBLIC CHARITY OPERATING SUPPORT 2,000
    URBAN PEAK
    2100 STOUT STREET
    DENVER,CO80205
    N/A PUBLIC CHARITY OPERATING SUPPORT 2,000
    VALLEY ORGANIC GROWERS ASSOCIATION
    PO BOX 210
    HOTCHKISS,CO81428
    N/A PUBLIC CHARITY PROGRAM SUPPORT - EDUCATIONAL PROGRAMS FOR REGIONAL FARMERS 1,500
    WISCONSIN EVANGELICAL LUTHERAN SYNOD
    2323 N MAYFAIR ROAD SUITE 400
    WAUWATOSA,WI53226
    N/A PUBLIC CHARITY OPERATING SUPPORT 5,000
    WORK FORCE DEVELOPMENT CENTER
    11400 AIRPORT ROAD SUITE 100
    EVERETT,WA98204
    N/A PUBLIC CHARITY OPERATING SUPPORT 2,000
    Total .................................bullet 3a 108,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 41  
    4 Dividends and interest from securities....     14 33,893  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 689,713  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 723,647 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    723,647
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    KAMPE FAMILY FOUNDATION
    EIN:
    20-0512724
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,612 561   5,051

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    KAMPE FAMILY FOUNDATION
    EIN:
    20-0512724
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    COMPUTER EQUIPMENT 2007-08-29 2,364 2,364 200DB 5.000000000000 0 0    
    COMPUTER EQUIPMENT 2012-02-04 355 177 200DB 5.000000000000 0 0    
    OFFICE FURNITURE 2012-04-10 912 456 200DB 7.000000000000 0 0    
    SHADE STRUCTURE 2012-04-10 1,502 751 200DB 7.000000000000 0 0    
    APPLIANCES 2012-04-15 409 204 200DB 7.000000000000 0 0    
    COMPUTER EQUIPMENT 2020-02-01 3,306   200DB 5.000000000000 3,306 0    

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    KAMPE FAMILY FOUNDATION
    EIN:
    20-0512724
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1,462 SHS APPLE INC 86,875 193,993
    600 SHS ISHARES RUSSELL MIDCAP ETF 11,505 41,130
    842 SHS JPMORGAN CHASE & CO 83,061 106,993
    469 SHS STRYKER CORP 36,882 114,924
    638 SHS WALT DISNEY CO HLDG CO 78,705 115,593
    4,284.086 SHS MATTHEWS PACIFIC TIGER FUND 113,521 149,686
    162 SHS BLACKROCK INC 59,868 116,889
    72 SHS ALPHABET INC 58,843 126,190
    87 SHS AMAZON.COM INC 63,952 283,353
    290 SHS ALIBABA GROUP HLDG LTD 55,551 67,492
    1,776 SHS AT&T INC 54,656 51,078
    217 SHS NETFLIX INC 82,715 117,338
    899 SHS TENCENT HOLDINGS LTD 39,800 64,629
    1,952 SHS ISHARES MSCI JAPAN ETF 97,089 131,877
    192 SHS HUMANA INC 72,509 78,772
    518 SHS IQVIA HOLDING INC 72,223 92,810
    619 SHS RAYTHEON TECHNOLOGIES CORP 47,162 44,265
    600 SHS ISHARES S&P MIDCAP 400 INDEX FUND 47,950 137,898
    1,852 SHS ISHARES MSCI EAFE ETF 114,597 135,122
    260 SHS UNITEDHEALTH GROUP INC 65,993 91,177
    530 SHS SALESFORCE.COM INC 95,202 117,941
    1,016 SHS CHEVRON CORP 84,963 85,801
    1,913 SHS COMCAST CORP 79,001 100,241
    5,811 SHS FREEPORT-MCMORAN 74,409 151,202
    2,331 SHS GENERAL MOTORS CO 60,504 97,063
    659 SHS HONEYWELL INTERNATIONAL INC 106,326 140,169
    577 SHS JOHNSON & JOHNSON 82,756 90,808
    396 SHS MICROSOFT CORP 27,465 88,078
    208 SHS NVIDIA CORPORATION 64,122 108,618
    215 SHS PALO ALTO NETWORKS INC 48,764 76,409
    518 SHS PAYPAL HOLDINGS INC 94,405 121,316
    467 SHS PROCTER & GAMBLE 65,699 64,978
    903 SHS ISHARES SMALL CAP 600 ETF 76,279 103,104
    725 SHS JANUS HENDERSON SHORT DUR INC ETF 36,548 36,591
    578 SHS WISDOMTREE ITL HDG 21,794 22,727

    TY 2020 OtherExpensesSchedule
    Name:
    KAMPE FAMILY FOUNDATION
    EIN:
    20-0512724
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVERTISING 7,500 750   6,750
    BANK SERVICE CHARGES 54 5   49
    INSURANCE - D&O LIABILITY 1,552 155   1,397
    INTERNET AND WEBSITE 275 28   247
    DUES AND MEMBERSHIPS 150 15   135
    OFFICE SUPPLIES 140 14   126
    PROGRAM EXPENSES 2,051 0   2,051
    REPAIRS AND MAINTENANCE 200 20   180


    TY 2020 OtherLiabilitiesSchedule
    Name:
    KAMPE FAMILY FOUNDATION
    EIN:
    20-0512724
    Description Beginning of Year - Book Value End of Year - Book Value
    CREDIT CARD PAYABLE 135 163


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    KAMPE FAMILY FOUNDATION
    EIN:
    20-0512724
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 33,349 25,012   8,337


    TY 2020 TaxesSchedule
    Name:
    KAMPE FAMILY FOUNDATION
    EIN:
    20-0512724
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 779 779   0
    2019 CA FORM 199 BALANCE DUE 10 0   0