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R CHANNING WHEELER FAMILYFOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
R CHANNING WHEELER FAMILYFOUNDATION (EIN 20-6756873)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-15
IRS object ID
202321359349103627
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)
Return2023-05-15T14:08:07-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061528772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Krauss Whiting Capital Advisors LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1Four Landmark SquareAddressLine1Txt
CityStamfordCityNm
State AbbreviationCTStateAbbreviationCd
ZIP069012500ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN206756873EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1R Channing Wheeler Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRCHABusinessNameControlTxt
Phone2034547773PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111 Surf RoadAddressLine1Txt
CityWestportCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06880ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRobert Channing WheelerPersonNm
Person TitleTrusteePersonTitleTxt
Phone2034547773PhoneNum
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRobertPersonFirstNm
Person LastChanning WheelerPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJames S WhitingPreparerPersonNm
PTINP00051701PTIN
Phone2039641700PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
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$1,472,546FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$4,818DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,818DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$36,587NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$108,987GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$31,769TotalRevAndExpnssAmt
Total Net Invst Incm$4,818TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Interest Rev And Expnss$15InterestRevAndExpnssAmt
Interest Net Invst Incm$15InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$88,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$88,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$88,615TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$88,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$120,384ExcessRevenueOverExpensesAmt
Net Investment Income$4,803NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$13,712SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$34,268SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$34,268SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$235,482CorporateStockBOYAmt
Corporate Stock EOY$74,531CorporateStockEOYAmt
Corporate Stock EOYFMV$74,531CorporateStockEOYFMVAmt
Other Assets BOY$1,309,352OtherAssetsBOYAmt
Other Assets EOY$1,363,747OtherAssetsEOYAmt
Other Assets EOYFMV$1,363,747OtherAssetsEOYFMVAmt
Total Assets BOY$1,558,546TotalAssetsBOYAmt
Total Assets EOY$1,472,546TotalAssetsEOYAmt
Total Assets EOYFMV$1,472,546TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,558,546RetainedEarningBOYAmt
Retained Earning EOY$1,472,546RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,558,546TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,472,546TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,558,546TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,472,546TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,558,546TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$120,384ExcessRevenueOverExpensesAmt
Other Increases$34,384OtherIncreasesAmt
Subtotal$1,472,546SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,472,546TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
Blackrock Inc. 45 shares2020-12-092022-07-25$28,469$32,176-$3,707-$3,707
Blackrock Inc. 114 shares2020-12-092022-12-09$80,518$81,498-$980-$980P
FieldValueIRS element (for citing)
Capital Gain Net Income-$4,687CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$67InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$67SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$67TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,472EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,472TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$7,405OverpaymentAmt
Applied To ES Tax$7,405AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRobert Channing WheelerIndividualWithBooksNm
Phone2034547773PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111 Surf RoadAddressLine1Txt
CityWestportCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06880ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonRobert Channing WheelerPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111 Surf RoadAddressLine1Txt
CityWestportCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06880ZIPCd
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,471,720AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,537AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,486,257TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,486,257AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,294CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,463,963NetVlNoncharitableAssetsAmt
Minimum Investment Return$73,198MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$73,198MinimumInvestmentReturnAmt
Tax Based On Investment Income$67TaxBasedOnInvestmentIncomeAmt
Total Tax$67TotalTaxAmt
Distributable Before Adj$73,131DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$73,131DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$73,131DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$88,600ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$88,600QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$73,131DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$87,617ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$40,323ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$45,710ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$87,849ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,837ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$275,336TotalExcessDistributionCyovAmt
Qualifying Distributions$88,600QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$73,131AppliedToCurrentYearAmt
Remaining Distri From Corpus$15,469RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$290,805TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$87,617ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$203,188ExcessDistriCyovToNextYrAmt
Excess From Year4$40,323ExcessFromYear4Amt
Excess From Year3$45,710ExcessFromYear3Amt
Excess From Year2$87,849ExcessFromYear2Amt
Excess From Year1$13,837ExcessFromYear1Amt
Excess From Current Year$15,469ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Aspectuck Land Trust
PO Box 444WestportCA06881NonePCGeneral support.$1,000
Connecticut Food Bank
PO Box 8686New HavenCT06531NonePCGeneral support.$1,000
Connecticut Sons of the American Revolution
29 Main St Route 149East HaddamCT06423NonePCGeneral support.$100
Homes With Hope
49 Richmondville Ave Suite 112WestportCT06880NonePCGeneral support.$30,000
Junior League of Stamford-Norwalk
748 Post RoadDarienCT06820NonePCGeneral support.$3,000
SAVE THE SOUND
900 Chapel StreetNew HavenCT06510NonePCGeneral support.$1,000
Simply Smiles
1771 Post Road EastWestportCT06880NonePCGeneral support.$1,000
Stanford Fund For Undergraduate
Stanford University DevelopmentStanfordCA94309NonePCGeneral support.$25,000Services PO Box 20466
The Taft School
110 Woodbury RdWatertownCT06795NonePCGeneral support.$25,000
Westport Volunteer EMS
50 Jesup RdWestportCT06880NonePCGeneral support.$1,000
Wildlife in Crisis
44 Indian Valley RdWestonCT06883NonePCGeneral support.$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$88,600TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,818ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$36,587ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$31,769ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$31,769TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBlackrock Inc.StockNm
EOY Book Value$74,531EOYBookValueAmt
EOYFMV$74,531EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescNorthwestern Mutual Life Insurance Policy #15611762Desc
BOY Book Value$1,309,352BOYBookValueAmt
EOY Book Value$1,363,747EOYBookValueAmt
EOYFMV$1,363,747EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescChange in market value of assetsDesc
Amt$34,384Amt

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