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Nonprofit · EIN 80-0772726

M&H CHARITABLE FOUNDATION

Tax-exempt · MOUNTAIN BRK, AL 35223

Financials

$4K$17K2023$12K$13K2024$30K$16K2025
Revenue Expenses · by fiscal year end
Financials of M&H CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$30,409$15,710$14,699$246,222$0$246,222
December 31, 2024990-PF$12,484$13,354-$870$231,523$0$231,523
December 31, 2023990-PF$4,303$16,659-$12,356$232,393$0$232,393
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$5,104
Interest
$14
Net gain from sales of assets
$25,291

Expenses

Grants and similar amounts paid
$14,050
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$14,050
Excise tax on investment income
$402

Balance sheet and other

Total assets, start of year
$231,523
Total assets, end of year
$246,222
Total liabilities, end of year
$0
Net assets, end of year
$246,222
Fair market value of assets
$26,890
Qualifying distributions
$14,050
Net investment income
$30,409

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
HB LEE III
3513 MILL RUN ROAD, BIRMINGHAM, AL 35223
TRUSTEE1$0
CHRISTY C LEE
3513 MILL RUN ROAD, BIRMINGHAM, AL 35223
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
HB LEE III
3513 MILL RUN ROAD, BIRMINGHAM, AL 35223
TRUSTEE1$0
CHRISTY C LEE
3513 MILL RUN ROAD, BIRMINGHAM, AL 35223
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
HB LEE III
3513 MILL RUN ROAD, BIRMINGHAM, AL 35223
TRUSTEE1$0
CHRISTY C LEE
3513 MILL RUN ROAD, BIRMINGHAM, AL 35223
TRUSTEE1$0

Address and contacts

Address (IRS master file)
3513 MILL RUN RD, MOUNTAIN BRK, AL 35223-1427
In care of
% H B LEE III
Signed the 990-PF
HB LEE III, TRUSTEE
Phone
(205) 967-9744

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
80-0772726
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2013
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$246,222
Income (IRS master file)
$37,100

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$30,409$15,710$246,222XML
990-PFDecember 2024$12,484$13,354$231,523XML
990-PFDecember 2023$4,303$16,659$232,393XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 80-0772726).

Questions about M&H CHARITABLE FOUNDATION

What is the EIN of M&H CHARITABLE FOUNDATION?
The employer identification number (EIN) of M&H CHARITABLE FOUNDATION is 80-0772726.
Is M&H CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
Are donations to M&H CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does M&H CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of M&H CHARITABLE FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did M&H CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of M&H CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does M&H CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $30,409, expenses of $15,710 and total assets of $246,222 at year end.

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