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FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
FAMILY CHARITABLE FOUNDATION (EIN 46-4401085)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-10
IRS object ID
202301329349104165
Schema version
2022v5.0
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)
Return2023-05-10T11:06:33-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN550589014PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Herndon Morton Herndon YaegerBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line183 Edgington LaneAddressLine1Txt
CityWheelingCityNm
State AbbreviationWVStateAbbreviationCd
ZIP26003ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464401085EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Family Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFAMIBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 Hamilton AvenueAddressLine1Txt
CityWheelingCityNm
State AbbreviationWVStateAbbreviationCd
ZIP26003ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonThomas L TuttlePersonNm
Person TitleTrusteePersonTitleTxt
Phone3042809342PhoneNum
Signature2023-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstThomasPersonFirstNm
Person LastTuttlePersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChad J ShepherdPreparerPersonNm
PTINP01041749PTIN
Phone3042422300PhoneNum
Preparation2023-05-10PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification11OOBSecurityVerificationCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$221,785FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$784InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$784InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,681DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,681DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7GrossSalesPriceAmt
Total Rev And Expnss$3,464TotalRevAndExpnssAmt
Total Net Invst Incm$3,465TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,180AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,180AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$33TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,213TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,180TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,998ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,998ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,211TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$12,178TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,747ExcessRevenueOverExpensesAmt
Net Investment Income$3,465NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$30,743CashBOYAmt
Cash EOY$21,255CashEOYAmt
Cash EOYFMV$21,255CashEOYFMVAmt
Sav And Temp Cash Invst BOY$52,795SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$53,545SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$53,545SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$86,152CorporateStockBOYAmt
Corporate Stock EOY$86,143CorporateStockEOYAmt
Corporate Stock EOYFMV$146,985CorporateStockEOYFMVAmt
Total Assets BOY$169,690TotalAssetsBOYAmt
Total Assets EOY$160,943TotalAssetsEOYAmt
Total Assets EOYFMV$221,785TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$169,690NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$160,943NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$169,690TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$160,943TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$169,690TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$160,943TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$169,690TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,747ExcessRevenueOverExpensesAmt
Subtotal$160,943SubtotalAmt
Tot Net Ast Or Fund Balances EOY$160,943TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyWarner Brothers Cash in LieuPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2015-09-11AcquiredDt
Sold2022-04-11SoldDt
Gross Sales Price$7GrossSalesPriceAmt
Cost Or Other Basis$8CostOrOtherBasisAmt
Gain Or Loss-$1GainOrLossAmt
Gains Minus Excess Or Losses-$1GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$1CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$48InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$48SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$48TaxBasedOnInvestmentIncomeAmt
Tax Due$48TaxDueAmt

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 AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksThe FoundationIndividualWithBooksNm
Phone3042809342PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line120 Hamilton AvenueAddressLine1Txt
CityWheelingCityNm
State AbbreviationWVStateAbbreviationCd
ZIP26003ZIPCd
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 PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Thomas L Tuttle
20 Hamilton AvenueWheelingWV26003Trustee0.50$0$0$0
Karen Tuttle
20 Hamilton AvenueWheelingWV26003Trustee0.30$0$0$0
Lutz Albrecht
520 Dixons Run RdTriadelphiaWV26059Trustee0.30$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$160,855AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$80,220AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$241,075TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$241,075AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,616CashDeemedCharitableAmt
Net Vl Noncharitable Assets$237,459NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,873MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,873MinimumInvestmentReturnAmt
Tax Based On Investment Income$48TaxBasedOnInvestmentIncomeAmt
Total Tax$48TotalTaxAmt
Distributable Before Adj$11,825DistributableBeforeAdjAmt
Distributable Before Ded$11,825DistributableBeforeDedAmt
Distributable As Adjusted$11,825DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,178ExpensesAndContributionsAmt
Qualifying Distributions$12,178QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,825DistributableAsAdjustedAmt
Undistributed Income PY$12,178UndistributedIncomePYAmt
Qualifying Distributions$12,178QualifyingDistributionsAmt
Applied To Year1$12,178AppliedToYear1Amt
Undistributed Income CY$11,825UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonThomas L TuttleRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line120 Hamilton AvenueAddressLine1Txt
CityWheelingCityNm
State AbbreviationWVStateAbbreviationCd
ZIP26003ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3042324350RecipientPhoneNum
Form And Info And MaterialsApplicants shoud contact Thomas L. Tuttle at 20 Hamilton Avenue, Wheeling, WV 26003FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsAll distributions shall be made for the accomplishment of charitable, religious, scientific, literary or educational purposes in any areas of the US; however, preference shall be afforded to qualifying organizations and uses located WV and which provide assistance to the elderly and disabled.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Wheeling Race Boat Regatta
1200 Water StreetWheelingWV26003NAGeneral Purposes$2,500
Wheeling Knights of Columbus
118 Edgington LaneWheelingWV26003NAGeneral Purposes$500
Congregation of Mt St Joseph
137 Mount St Joseph RdWheelingWV26003NAGeneral Purposes$2,500
Bellaire High School
349 35th StBellaireOH43906NAGeneral Purposes$2,500
Mario Lemieux Foundation
Two Chatham CenterPittsburghPA15219NAGeneral Purposes$2,998
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,998TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$784ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,681ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,464ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,464TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryHMHYCategoryTxt
Amt$1,180Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,180DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (52 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
30 SHS AT&T INC$755$552
20 SHS ABBVIE INC$1,211$3,232
200 SHS ALPHABET INC$7,807$17,746
100 SHS AMAZON COM INC$4,116$8,400
25 SHS AMERICAN EXPRESS CO$1,356$3,694
10 SHS AMGEN INCORPORTED$1,529$2,626
40 SHS APACHE CORP$1,578$1,867
100 SHS APPLE INC$3,334$12,993
10 SHS BOEING CO$1,184$1,905
20 SHS BIRSTOL-MYERS SQUIBB$1,185$1,439
20 SHS CARDINAL HEALTH INC$1,640$1,537
15 SHS CARRIER GLOBAL$250$619
15 SHS CATERPILLAR INC$1,090$3,593
20 SHS CHEVRON CORP$1,765$3,590
15 SHS CONSTELLATION BRAND$2,284$3,476
8 SHS CORTEVA INC$179$470
8 SHS DOW INC$350$403
8 SHS DOW DUPONT$513$549
15 SHS EXXON MOBIL CORP$1,090$1,655
10 SHS FEDEX CORP$1,508$1,732
75 SHS FIFTH THIRD BANCORP$1,496$2,461
50 SHS FREEPORT MCMORAN INC$567$1,900
6 SHS GENERAL ELECTRIC CO$1,410$503
20 SHS GILEAD SCIENCES INC$1,739$1,717
10 SHS HOME DEPOT INC$1,152$3,159
10 SHS IBM CORP$1,489$1,409
30 SHS INTEL CORP$1,132$793
15 SHS INVESCO SP MIDCAP400 Pg$1,682$2,686
30 SHS ISHARES S&P MIDCAP$1,676$3,024
55 SHS ISHARES CORE S&P SMALL$3,704$5,205
15 SHS JOHNSON&JOHNSON$1,526$2,650
25 SHS JPMORGAN CHASE$1,464$3,353
2 SHS KYNDRYL HLDS INC$65$22
50 SHS MASCO CORP$1,363$2,334
20 SHS MICROSFT CORP$1,156$4,796
25 SHS ORACLE$1,075$2,044
7 SHS OTIS WORLDWIDE$327$548
20 SHS PAYCHEX INC$915$2,311
20 SHS PEPSICO INCORPORATED$1,999$3,613
10 SHS PPG INDUSTRIES INC$935$1,257
15 SHS RAYTHEON$738$1,514
15 SHS SCHLUMBERGER LTD$1,095$802
20 SHS SIMON PPTY GROUP$3,954$2,350
50 SHS TECHNOLOGY SELECT SECTO$2,992$6,222
50 SHS TJX COMPANIES INC$1,826$3,980
20 SHS VERIZON COMMUNICATIONS$1,013$788
20 SHS VISA INC$1,444$4,155
35 SHS WALGREENS BOOTS$2,753$1,308
20 SHS WALT DISNEY CO$1,959$1,738
30 SHS WELLS FARGO & CO$1,506$1,239
160 SHS WEYERHAUESER CO$5,044$4,960
7 SHS WARNER BROS DISCOVER$223$66

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2022 Excise tax DueCategoryTxt
Amt$33Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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