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MCH FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
MCH FOUNDATION (EIN 81-3586325)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-11
IRS object ID
201711319349102111
Schema version
2016v3.0
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)
Return2017-05-11T11:41:56-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM W ARROWOODPreparerPersonNm
PTINP01046791PTIN
Phone7048611420PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,952,409FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,000,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$56,545DividendsRevAndExpnssAmt
Dividends Net Invst Incm$56,545DividendsNetInvstIncmAmt
Total Rev And Expnss$5,056,545TotalRevAndExpnssAmt
Total Net Invst Incm$56,545TotalNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,000TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,031,545ExcessRevenueOverExpensesAmt
Net Investment Income$56,545NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst EOY$281,899SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$281,899SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY$3,749,398CorporateStockEOYAmt
Corporate Stock EOYFMV$3,671,214CorporateStockEOYFMVAmt
Corporate Bonds EOY$1,000,248CorporateBondsEOYAmt
Corporate Bonds EOYFMV$999,296CorporateBondsEOYFMVAmt
Total Assets EOY$5,031,545TotalAssetsEOYAmt
Total Assets EOYFMV$4,952,409TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock EOY$5,031,545CapitalStockEOYAmt
Tot Net Ast Or Fund Balances EOY$5,031,545TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,031,545TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Excess Revenue Over Expenses$5,031,545ExcessRevenueOverExpensesAmt
Subtotal$5,031,545SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,031,545TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,131InvestmentIncomeExciseTaxAmt
Subtotal$1,131SubtotalAmt
Tax Based On Investment Income$1,131TaxBasedOnInvestmentIncomeAmt
Tax Due$1,131TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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 ContributorsYes (true)NewSubstantialContributorsInd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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$0
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$389,209AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,492AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$412,701TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$412,701AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,191CashDeemedCharitableAmt
Net Vl Noncharitable Assets$406,510NetVlNoncharitableAssetsAmt
Minimum Investment Return$20,326MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$20,326MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,131TaxBasedOnInvestmentIncomeAmt
Total Tax$1,131TotalTaxAmt
Distributable Before Adj$19,195DistributableBeforeAdjAmt
Distributable Before Ded$19,195DistributableBeforeDedAmt
Distributable As Adjusted$19,195DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,000ExpensesAndContributionsAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$25,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,195DistributableAsAdjustedAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$19,195AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,805RemainingDistriFromCorpusAmt
Total Corpus$5,805TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$5,805ExcessDistriCyovToNextYrAmt
Excess From Current Year$5,805ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonGASTON DAY SCHOOLRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12001 GASTON DAY SCHOOL ROADAddressLine1Txt
CityGASTONIACityNm
State AbbreviationNCStateAbbreviationCd
ZIP28056ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL EDUCATIONAL MISSION OF THE SCHOOLGrantOrContributionPurposeTxt
Amt$25,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$56,545ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$56,545ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$56,545TotalIncomeProducingActyAmt

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 PersonSHEPARD K HALSCHContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12 JUNIPER ROADAddressLine1Txt
CityDARIENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06820ZIPCd
FieldValueIRS element (for citing)
Total Contributions$5,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD INTM TRM INV G-ADM$150,000$148,765
JPM CORE BD FD-SEL$300,000$299,218
JANUS HIGH-YIELD FD-I$200,000$200,237
METROPOLITAN WEST FDS TOTAL RET CL I$150,000$150,429
ISHARES JP MORGAN EM BOND FUND$100,248$100,741
JOHN HANCOCK II-STR INC-I$100,000$99,906

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DIAMOND HILL LARGE CAP FD-1$100,000$92,874
ISHARES CORE S&P 500 ETF$1,599,398$1,579,880
NATIXIS LOOMIS SAY GROWTH-Y$100,000$96,772
BLACKROCK MIDCAP INDEX K$300,000$293,246
AMG MANAGERS PICTET INTERNATIONAL$200,000$193,933
ARTISAN INTERNATIONAL FD-ADV$200,000$197,910
BLACKROCK INTERNATL INDEX-K$400,000$387,646
CAUSEWAY INTERNATL VAL-INST$250,000$244,535
BROWN ADV JAPAN ALPHA COOO-IS$100,000$97,679
JPM GLBL RES ENH INDEX FD-SEL$500,000$486,739

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonSHEPARD K HALSCHPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 JUNIPER ROADAddressLine1Txt
CityDARIENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06820ZIPCd

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