M C HITCHCOCK FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- M C HITCHCOCK FOUNDATION INC (EIN 63-1188980)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-06
- IRS object ID
- 202610969349100236
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-06T17:16:26-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 631143683 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYONS & MORGAN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 MCSPADDEN CIRCLE | AddressLine1Txt |
| City | CENTRE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 631188980 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M C HITCHCOCK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCHI | BusinessNameControlTxt |
| Phone | 2569275431 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3328 SOUTHBEND CIRCLE | AddressLine1Txt |
| City | VESTAVIA HILLS | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM HENRY AGEE | PersonNm |
| Person Title | SEC/TREAS | PersonTitleTxt |
| Phone | 9316075213 | PhoneNum |
| Signature | 2026-04-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WALLACE E LYONS | PreparerPersonNm |
| PTIN | P01373687 | PTIN |
| Phone | 2564909817 | PhoneNum |
| Preparation | 2026-04-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $274,985 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $213 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $213 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,359 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,359 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,268 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,383 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,268 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $29,840 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,840 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $104 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $104 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,726 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,726 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $91 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $91 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,421 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,726 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $695 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,221 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,726 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,495 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,381 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,114 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,915 | CashBOYAmt |
| Cash EOY | $620 | CashEOYAmt |
| Cash EOYFMV | $620 | CashEOYFMVAmt |
| Corporate Stock BOY | $48,456 | CorporateStockBOYAmt |
| Corporate Stock EOY | $49,370 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $274,365 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $54,371 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,990 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $274,985 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $54,371 | RetainedEarningBOYAmt |
| Retained Earning EOY | $49,990 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $54,371 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,990 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $54,371 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,990 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,371 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,381 | ExcessRevenueOverExpensesAmt |
| Subtotal | $49,990 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $49,990 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 50 SHARES MICROSOFT CORP | P | 1998-06-16 | 2025-07-15 | $25,383 | $1,097 | $24,286 | $24,286 |
| US TREASURY 4.25% | P | 2025-09-15 | 2025-12-01 | $25,000 | $25,018 | -$18 | -$18 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,268 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $391 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $391 | SubtotalAmt |
| Tax Based On Investment Income | $391 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $391 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM HENRY AGEE | IndividualWithBooksNm |
| Phone | 2569275431 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 12TH AVE S UNIT 1212 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BLANCHE A SPINKS | ||||||||
| 700 12TH AVE S UNIT 1212 | NASHVILLE | TN | 37203 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| WILLIAM HENRY AGEE | ||||||||
| 700 12TH AVE S UNIT 1212 | NASHVILLE | TN | 37203 | SEC/TREAS | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $290,970 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,097 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $300,067 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $300,067 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,501 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $295,566 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,778 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,778 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $391 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $391 | TotalTaxAmt |
| Distributable Before Adj | $14,387 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $14,387 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $14,387 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,495 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $32,495 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,387 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $67 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $7,157 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,490 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,714 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,495 | QualifyingDistributionsAmt |
| Applied To Current Year | $14,387 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,108 | RemainingDistriFromCorpusAmt |
| Total Corpus | $33,822 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $33,822 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $67 | ExcessFromYear4Amt |
| Excess From Year2 | $7,157 | ExcessFromYear2Amt |
| Excess From Year1 | $8,490 | ExcessFromYear1Amt |
| Excess From Current Year | $18,108 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CHILTON COUNTY DHR | |||||||
| 324 HEALTH CENTER DR | CLANTON | AL | 35045 | GOV | ASSISTANCE FOR FOSTER CHILDREN | $10,000 | |
| GREENE COUNTY DHR | |||||||
| 36 PARK ST | EUTQW | AL | 35462 | GOV | ASSISTANCE FOR FOSTER CHILDREN | $12,000 | |
| MARENGO COUNTY DHR | |||||||
| 701 SOUTH SHILOH ST | LINDEN | AL | 36748 | GOV | ASSISTANCE FOR FOSTER CHILDREN | $6,000 | |
| WEST END COMMUNITY CHURCH | |||||||
| 1229 COTTON AVE SW | BIRMIGHAM | AL | 35211 | PC | AFTER SCHOOL PROGRAM | $2,400 | |
| UMCOR GLOBAL MINISTIRES | |||||||
| 458 PONCE DE LEON AVE NE | ATLANTA | GA | 30308 | PC | HUMANITARIAN AID | $100 | BLDG A SUITE 1 |
| JOY OF LIFE FOUNDATION | |||||||
| 2350 FAIRLANE DR | MONTGOMERY | AL | 36116 | PC | HEALTH SCREENING FOR UNDERSERVED | $100 | |
| AMERICAN LUPUS FOUNDATION | |||||||
| 2121 K ST NW SUITE 200 | WASHINGTON | DC | 20037 | PC | MEDICAL RESEARCH | $1,000 | |
| MONTGOMERY HUMANE SOCIETY | |||||||
| 1150 JOHN OVERTON DR | MONTGOMERY | AL | 36110 | PC | ANIMAL CARE | $100 | |
| FAMILY SUNSHINE CENTER | |||||||
| 858 S COURT ST | MONTGOMERY | AL | 36104 | PC | DOMESTIC ABUSE TREATEMENT | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $213 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,359 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,268 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $29,840 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,840 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $500 | Amt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 250 SHARES MICROSOFT | $5,486 | $120,905 |
| 200 SHARES PROCTOR & GAMBLE | $11,861 | $35,828 |
| 800 SHARES SOUTHERN COMPANY | $11,803 | $69,760 |
| 200 SHARES 3M COMPANY | $10,311 | $37,784 |
| ISHARES CORE US | $9,909 | $10,088 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHANGE OF REGISTERED AGENT | CategoryTxt |
| Legal Fees | $104 | LegalFeesAmt |
| Disbursements Charitable Prps | $104 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MONEY MANAGER FEE | CategoryTxt |
| Amt | $1,726 | Amt |
| Net Investment Income | $1,726 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORM 990PF | CategoryTxt |
| Amt | $91 | Amt |
| Disbursements Charitable Prps | $91 | DisbursementsCharitablePrpsAmt |