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UHL FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
UHL FAMILY FOUNDATION (EIN 87-3710374)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-23
IRS object ID
202322969349100612
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)
Return2023-10-23T11:07:34-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273592604PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEVY TAX AND CONSULTING LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11040 CROWN POINTE PKWY STE 775AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP303387701ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN873710374EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UHL FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUHLFBusinessNameControlTxt
Phone6784274897PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11247 GRAND VIEW DRIVEAddressLine1Txt
CityMABLETONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30126ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH B UHLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6784274897PhoneNum
Signature2023-10-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOSEPH BPersonFirstNm
Person LastUHLPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonIRA BLECKERPreparerPersonNm
PTINP00773660PTIN
Phone7708043199PhoneNum
Preparation2023-10-23PreparationDt
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$2,028,869FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,101,500ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$21InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$21InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$54,844DividendsRevAndExpnssAmt
Dividends Net Invst Incm$54,844DividendsNetInvstIncmAmt
Dividends Adj Net Incm$54,844DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$22,260NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$461,521GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,551CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,134,105TotalRevAndExpnssAmt
Total Net Invst Incm$56,416TotalNetInvstIncmAmt
Total Adj Net Incm$54,865TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,500AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$216TaxesRevAndExpnssAmt
Taxes Net Invst Incm$216TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$2,558OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,558OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,274TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,274TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,020,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,020,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,024,274TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,274TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,020,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,109,831ExcessRevenueOverExpensesAmt
Net Investment Income$52,142NetInvestmentIncomeAmt
Adjusted Net Income$54,865AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,000,000CashBOYAmt
Cash EOY$1,275CashEOYAmt
Cash EOYFMV$1,275CashEOYFMVAmt
Sav And Temp Cash Invst EOY$41,034SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$41,034SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,225CorporateStockBOYAmt
Corporate Stock EOY$3,225CorporateStockEOYAmt
Corporate Stock EOYFMV$22,000CorporateStockEOYFMVAmt
Corporate Bonds EOY$155,258CorporateBondsEOYAmt
Corporate Bonds EOYFMV$151,056CorporateBondsEOYFMVAmt
Other Investments EOY$1,912,264OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,813,504OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,003,225TotalAssetsBOYAmt
Total Assets EOY$2,113,056TotalAssetsEOYAmt
Total Assets EOYFMV$2,028,869TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,003,225NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,113,056NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,003,225TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,113,056TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,003,225TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,113,056TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,003,225TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,109,831ExcessRevenueOverExpensesAmt
Subtotal$2,113,056SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,113,056TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$1,551CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$725InvestmentIncomeExciseTaxAmt
Subtotal$725SubtotalAmt
Tax Based On Investment Income$725TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$34EsPenaltyAmt
Tax Due$759TaxDueAmt

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
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksJOSEPH B UHLIndividualWithBooksNm
Phone6784274897PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11247 GRAND VIEW DRIVEAddressLine1Txt
CityMABELTONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30126ZIPCd
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
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH B UHL
1247 GRAND VIEW DRIVEMABELTONGA30126TRUSTEE5.00$0$0$0
LINDSAY N UHL
1247 GRAND VIEW DRIVEMABELTONGA30126TRUSTEE5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,516,047AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$500,638AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,016,685TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,016,685AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,250CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,986,435NetVlNoncharitableAssetsAmt
Minimum Investment Return$99,322MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$99,322MinimumInvestmentReturnAmt
Tax Based On Investment Income$725TaxBasedOnInvestmentIncomeAmt
Total Tax$725TotalTaxAmt
Distributable Before Adj$98,597DistributableBeforeAdjAmt
Distributable Before Ded$98,597DistributableBeforeDedAmt
Distributable As Adjusted$98,597DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,020,000ExpensesAndContributionsAmt
Qualifying Distributions$1,020,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$98,597DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$494,634ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$494,634TotalExcessDistributionCyovAmt
Qualifying Distributions$1,020,000QualifyingDistributionsAmt
Applied To Current Year$98,597AppliedToCurrentYearAmt
Remaining Distri From Corpus$921,403RemainingDistriFromCorpusAmt
Total Corpus$1,416,037TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,416,037ExcessDistriCyovToNextYrAmt
Excess From Year1$494,634ExcessFromYear1Amt
Excess From Current Year$921,403ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PASSION CITY CHURCH INC
515 GARSON DR NEATLANTAGA30324SUPPORT RELIGIOUS ORGANIZATION$1,000,000
CLAYTON STATE UNIVERSITY FOUNDATION
PO BOX 387MORROWGA30260SUPPORT EDUCATIONAL ORGANIZATION$10,000
WHITFIELD FUND
1 WHITFIELD DRIVESMYRNAGA30126SUPPORT EDUCATIONAL ORGANIZATION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,020,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$21RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$54,844RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$22,260RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$32,605RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,605TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJOSEPH AND LINDSAY UHLContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11247 GRAND VIEW DRIVEAddressLine1Txt
CityMABELTONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30126ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,101,500TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,500Amt
Net Investment Income$1,500NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
DOUBLELINE LOW DURATION BOND2022-01PURCHASE2022-11$229,985$241,612-$11,627
EPA FLEXIBLE FIXED INCOME2022-01PURCHASE2022-11$229,985$242,169-$12,184

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondEXCHANGE TRADED FUNDSBondNm
EOY Book Value$155,258EOYBookValueAmt
EOYFMV$151,056EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$3,225EOYBookValueAmt
EOYFMV$22,000EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS 5695AT COST$302,486$294,832
MUTUAL FUNDS 6902AT COST$1,609,778$1,518,672

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESETMENT FEES$2,558$2,558

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJOESPH BUHLPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11247 GRAND VIEW DRAddressLine1Txt
CityMABELTONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30126ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES CHARLES SCHWAB 569CategoryTxt
Amt$216Amt
Net Investment Income$216NetInvestmentIncomeAmt

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