BETA

UHL FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
UHL FAMILY FOUNDATION (EIN 87-3710374)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-07-28
IRS object ID
202602099349100810
Schema version
2025v4.0
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)
Return2026-07-28T16:44:59-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

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 Line17000 CENTRAL PARKWAY SUITE 1740AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30328ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

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
Signature2026-07-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonIRA BLECKERPreparerPersonNm
PTINP00773660PTIN
Phone7708043199PhoneNum
Preparation2026-07-28PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,829,449FMVAssetsEOYAmt
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$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$167,093DividendsRevAndExpnssAmt
Dividends Net Invst Incm$167,093DividendsNetInvstIncmAmt
Dividends Adj Net Incm$167,093DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$933,624NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,241,500GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$281CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,100,719TotalRevAndExpnssAmt
Total Net Invst Incm$167,376TotalNetInvstIncmAmt
Total Adj Net Incm$167,095TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$850AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$850AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$6,305TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,831TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$9,455OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,455OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$17,510TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,136TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$850TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$282,625ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$282,625ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$300,135TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,136TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$283,475TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$800,584ExcessRevenueOverExpensesAmt
Net Investment Income$152,240NetInvestmentIncomeAmt
Adjusted Net Income$167,095AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$5,611CashEOYAmt
Cash EOYFMV$5,611CashEOYFMVAmt
Sav And Temp Cash Invst BOY$27,434SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$946,433SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$946,433SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,078,353CorporateStockBOYAmt
Corporate Stock EOY$124,347CorporateStockEOYAmt
Corporate Stock EOYFMV$330,420CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,302,015CorporateBondsBOYAmt
Corporate Bonds EOY$2,422,030CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,994,600CorporateBondsEOYFMVAmt
Other Investments BOY$1,164,066OtherInvestmentsBOYAmt
Other Investments EOY$1,473,822OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,552,385OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,571,868TotalAssetsBOYAmt
Total Assets EOY$4,972,243TotalAssetsEOYAmt
Total Assets EOYFMV$5,829,449TotalAssetsEOYFMVAmt
Other Liabilities EOY$3,245OtherLiabilitiesEOYAmt
Total Liabilities EOY$3,245TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,571,868NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,968,998NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,571,868TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,968,998TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,571,868TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,972,243TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,571,868TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$800,584ExcessRevenueOverExpensesAmt
Other Increases$596,567OtherIncreasesAmt
Subtotal$4,969,019SubtotalAmt
Other Decreases$21OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,968,998TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$281CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,116InvestmentIncomeExciseTaxAmt
Subtotal$2,116SubtotalAmt
Tax Based On Investment Income$2,116TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,400EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,400TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$2EsPenaltyAmt
Tax Due$718TaxDueAmt

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 ContributorsfalseNewSubstantialContributorsInd
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
CityMABLETONCityNm
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 DRIVEMABLETONGA30126TRUSTEE000.00$0$0$0
LINDSEY N UHL
1247 GRAND VIEW DRIVEMABLETONGA30126TRUSTEE000.00$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$5,151,928AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,401AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,159,329TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,159,329AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$77,390CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,081,939NetVlNoncharitableAssetsAmt
Minimum Investment Return$254,097MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$254,097MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,116TaxBasedOnInvestmentIncomeAmt
Total Tax$2,116TotalTaxAmt
Distributable Before Adj$251,981DistributableBeforeAdjAmt
Distributable Before Ded$251,981DistributableBeforeDedAmt
Distributable As Adjusted$251,981DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$283,475ExpensesAndContributionsAmt
Qualifying Distributions$283,475QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$251,981DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$494,634ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$921,403ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$213,732ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$70,216ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,699,985TotalExcessDistributionCyovAmt
Qualifying Distributions$283,475QualifyingDistributionsAmt
Applied To Current Year$251,981AppliedToCurrentYearAmt
Remaining Distri From Corpus$31,494RemainingDistriFromCorpusAmt
Total Corpus$1,731,479TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,731,479ExcessDistriCyovToNextYrAmt
Excess From Year4$494,634ExcessFromYear4Amt
Excess From Year3$921,403ExcessFromYear3Amt
Excess From Year2$213,732ExcessFromYear2Amt
Excess From Year1$70,216ExcessFromYear1Amt
Excess From Current Year$31,494ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PASSION CITY CHURCH INC
515 GARSON DR NEATLANTAGA30324PCSUPPORT RELIGIOUS ORGANIZATION$40,000
PASSION CITY CHURCH INC
515 GARSON DR NEATLANTAGA30324PCSUPPORT RELIGIOUS ORGANIZATION$92,752
CLAYTON STATE UNIVERSITY FOUNDATION
PO BOX 387MORROWGA30260PCSUPPORT EDUCATIONAL ORGANIZATION$10,000
WHITEFIELD ACADEMY
1 WHITEFIELD DR SEMABLETONGA30126PCSUPPORT EDUCATIONAL ORGANIZATION$25,734
WHITEFIELD ACADEMY
1 WHITEFIELD DR SEMABLETONGA30126PCSUPPORT EDUCATIONAL ORGANIZATION$51,520
GEORGIA TECH FOUNDATION
760 SPRING STREET NWATLANTAGA30308PCSUPPORT EDUCATIONAL ORGANIZATION$62,619
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$282,625TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$167,093RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$933,624RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,100,719RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,100,719TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,750Amt
Net Investment Income$850NetInvestmentIncomeAmt
Disbursements Charitable Prps$850DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
CHARLES SCHWAB 69022025-06PURCHASE2025-12$453$466-$13
CHARLES SCHWAB 69022024-12PURCHASE2025-12$35$36-$1
CHARLES SCHWAB 69022024-12PURCHASE2025-12$2,240,731$1,307,374$933,357

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondEXCHANGE TRADED FUNDS 5695BondNm
EOY Book Value$2,422,030EOYBookValueAmt
EOYFMV$2,994,600EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EQUITIES 5695$124,347$330,420
EQUITIES 6902

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS 5695AT COST$1,473,822$1,552,385
MUTUAL FUNDS 6902AT COST

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNON-DEDUCTIBLE PENALTIESDesc
Amt$21Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESETMENT FEES$9,455$9,455

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOK/TAX BASIS ADJ - INTUIT SECURITIESDesc
Amt$596,567Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescREIMBURSEMENTS PAYABLEDesc
EOY Book Value$3,245EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES CHARLES SCHWAB 569$4,831$4,831
2024 INCOME TAX$1,474

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.