BETA

MCH FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MCH FOUNDATION (EIN 81-3586325)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-08
IRS object ID
202533129349100403
Schema version
2024v5.2
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)
Return2025-11-08T05:49:15-08:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561678619PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Arrowood & Associates PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11546A Union RoadAddressLine1Txt
CityGastoniaCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28054ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN813586325EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MCH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMCHFBusinessNameControlTxt
Phone7048745105PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1531 COTTON BLOSSOM CIRCLEAddressLine1Txt
CityGASTONIACityNm
State AbbreviationNCStateAbbreviationCd
ZIP28054ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIA B SINGHPersonNm
Person TitlePresidentPersonTitleTxt
Signature2025-11-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM W ARROWOODPreparerPersonNm
PTINP01046791PTIN
Phone7048611420PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,976,039FMVAssetsEOYAmt
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$333,485DividendsRevAndExpnssAmt
Dividends Net Invst Incm$333,485DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$215,835NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,452,281GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$215,835CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$549,320TotalRevAndExpnssAmt
Total Net Invst Incm$549,320TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$2,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,800AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$5,800AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$28,689OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$28,689OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$5,858TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,858TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$42,347TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$34,547TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,800TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$561,862ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$561,862ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$604,209TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$34,547TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$569,662TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$54,889ExcessRevenueOverExpensesAmt
Net Investment Income$514,773NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$163,566SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$313,616SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$313,616SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,570,355CorporateStockBOYAmt
Corporate Stock EOY$4,261,302CorporateStockEOYAmt
Corporate Stock EOYFMV$8,880,875CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,643,123CorporateBondsBOYAmt
Corporate Bonds EOY$2,490,713CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,412,299CorporateBondsEOYFMVAmt
Mortgage Loans BOY$119,283MortgageLoansBOYAmt
Mortgage Loans EOY$375,807MortgageLoansEOYAmt
Mortgage Loans EOYFMV$369,249MortgageLoansEOYFMVAmt
Total Assets BOY$7,496,327TotalAssetsBOYAmt
Total Assets EOY$7,441,438TotalAssetsEOYAmt
Total Assets EOYFMV$11,976,039TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$7,496,327CapitalStockBOYAmt
Capital Stock EOY$7,441,438CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$7,496,327TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,441,438TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,496,327TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,441,438TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,496,327TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$54,889ExcessRevenueOverExpensesAmt
Subtotal$7,441,438SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,441,438TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MARKETABLE SECURITIESP2000-01-012024-12-31$2,428,542$2,236,446$192,096$192,096
Capital Gain Dividends$23,739
FieldValueIRS element (for citing)
Capital Gain Net Income$215,835CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,155InvestmentIncomeExciseTaxAmt
Subtotal$7,155SubtotalAmt
Tax Based On Investment Income$7,155TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$15,176EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$15,176TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$8,021OverpaymentAmt
Applied To ES Tax$8,021AppliedToESTaxAmt

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 StateNCOrgReportOrRegisterStateCd
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 AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JULIA SINGHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7048745105PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1531 COTTON BLOSSOM CIRCLEAddressLine1Txt
CityGASTONIACityNm
State AbbreviationNCStateAbbreviationCd
ZIP28054ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
SHEPARD K HALSCH
2 JUNIPER ROADDARIENCT06820Chairman5.00$2,000
THOMAS M HALSCH
2 JUNIPER ROADDARIENCT06820Vice President5.00$0
PAMELA K WARLICK
PO DRAWER 1787GASTONIANC28053Vice President5.00$0
JULIA B SINGH
PO DRAWER 1787GASTONIANC28053President5.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,750,817AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$151,067AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,901,884TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$11,901,884AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$178,528CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,723,356NetVlNoncharitableAssetsAmt
Minimum Investment Return$586,168MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$586,168MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,155TaxBasedOnInvestmentIncomeAmt
Total Tax$7,155TotalTaxAmt
Distributable Before Adj$579,013DistributableBeforeAdjAmt
Distributable Before Ded$579,013DistributableBeforeDedAmt
Distributable As Adjusted$579,013DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$569,662ExpensesAndContributionsAmt
Qualifying Distributions$569,662QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$579,013DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$25,138ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$25,138TotalExcessDistributionCyovAmt
Qualifying Distributions$569,662QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$569,662AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$9,351ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$9,351ExcessDistributionCyovAppCYAmt
Total Corpus$15,787TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$15,787ExcessDistriCyovToNextYrAmt
Excess From Year3$15,787ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSHEPARD K HALSCHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EAGLE HILL SCHOOL
214 MAIN STREETSOUTHPORTCT06490NONEPCGENERAL EDUCATION MISSION OF THE SCHOOL$150,000
DANITA'S CHILDREN
PO BOX 280750NASHVILLETN37228NONEPCGENERAL TAX EXEMPT PURPOSE$50,000
KIAWAH CARES FOUNDATION
23 BEACHWALKER DRIVEKIAWAH ISLANDSC29455NONEPCGENERAL TAX EXEMPT PURPOSE$100,000
CHURCH OF OUR SAVIOR
4416 BETSY KERRISON PARKWAYJOHNS ISLANDSC29455NONEPCFURTHER RELIGIOUS OUTREACH OF THE CHURCH$25,000
BLUE SKIES MINISTRIES INC
1000 WHITLOCK AVE SUITE 320MARIETTAGA30064NONEPCFURTHER ORGANIZATION OUTREACH TO FAMILIES AFFECTED BY PEDIATRIC CANCER$11,862
JULIE SEALS MINISTRIES
295 W COMMONS LOOP STE 115-146LAKE CITYFL32055NONEPCFURTHER ORGANIZATION PRISONER OUTREACH PROGRAMS$50,000
NOROTON PRESBYTERIAN CHURCH
2011 POST RDDARIENCT06820NONEPCFURTHER RELIGIOUS MISSION OF THE CHURCH$75,000
ST ANDREW SCHOOL
63 FEDERAL RDBARRINGTONRI02806NONEPCFURTHER EDUCATIONAL PURPOSE OF THE SCHOOL$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$561,862TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$333,485ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$215,835ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$549,320ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$549,320TotalIncomeProducingActyAmt

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)
CategoryTAX PREPARATIONCategoryTxt
Amt$5,800Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,800DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD TOTAL INTL BND-ADM$106,365$95,998
SIX CIRCLES GLOBAL BOND$1,038,115$971,018
SIX CIRCLES CREDIT OPPORT$480,810$488,062
VANGUARD TOTAL BOND MARKET
VANGUARD TOTAL INTL BOND ETF$636,355$623,475
VANGUARD INT-TERM CORPORATE$229,068$233,746

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES MSCI EAFE INTL-K$279,963$356,811
SIX CIRCLES US UNCONSTRAINED$1,108,192$1,559,397
JPMORGAN BETABUILDERS CANADA ETF$185,462$258,430
SIX CIRCLES INTL UNCON EQ$969,194$993,534
JP MORGAN BETABUILDERS JAPAN$316,148$346,411
JP MORGAN BTABLDRS DEV ASIA X-JPN
SPDR S&P 500 ETF TRUST$890,630$4,856,845
FIDELITY 500 INDEX FUND$331,659$335,214
JPMORGAN BETABUILDERS EUROPE ETF
JPMORGAN BETA BUILDERS DEVELO$180,054$174,233

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$28,689Amt
Net Investment Income$28,689NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN INCOME TAXCategoryTxt
Amt$5,858Amt
Net Investment Income$5,858NetInvestmentIncomeAmt

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