Nonprofit · EIN 63-0966503
MICHAEL AND HELEN METROCK CHARITABLE FOUNDATION IC
Tax-exempt · BIRMINGHAM, AL 35260
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $21,714 | $68,855 | -$47,141 | $561,763 | $2,702 | $559,061 |
| December 31, 2024 | 990-PF | $23,441 | $32,655 | -$9,214 | $608,428 | $2,226 | $606,202 |
| December 31, 2023 | 990-PF | $23,155 | $32,719 | -$9,564 | $617,638 | $2,222 | $615,416 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $21,714
Expenses
- Grants and similar amounts paid
- $65,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $65,500
- Excise tax on investment income
- $302
Balance sheet and other
- Total assets, start of year
- $608,428
- Total assets, end of year
- $561,763
- Total liabilities, end of year
- $2,702
- Net assets, end of year
- $559,061
- Fair market value of assets
- $994,800
- Qualifying distributions
- $65,500
- Net investment income
- $21,714
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES T METROCK 707 PADEN DRIVE, BIRMINGHAM, AL 35226 | PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES T METROCK 707 PADEN DRIVE, BIRMINGHAM, AL 35226 | PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES T METROCK PO BOX 26270, BIRMINGHAM, AL 35226 | PRESIDENT | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 26270, BIRMINGHAM, AL 35260-0270
- Signed the 990-PF
- JAMES T METROCK, PRESIDENT
- Phone
- (205) 822-0080
- Return prepared by
- SMITH & HOWARD ADVISORY LLC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 63-0966503
- 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
- 1988
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $561,763
- Income (IRS master file)
- $21,714
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $21,714 | $68,855 | $561,763 | IRS |
| 990-PF | December 2024 | $23,441 | $32,655 | $608,428 | IRS |
| 990-PF | December 2023 | $23,155 | $32,719 | $617,638 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 63-0966503).
Questions about MICHAEL AND HELEN METROCK CHARITABLE FOUNDATION IC
- What is the EIN of MICHAEL AND HELEN METROCK CHARITABLE FOUNDATION IC?
- The employer identification number (EIN) of MICHAEL AND HELEN METROCK CHARITABLE FOUNDATION IC is 63-0966503.
- Is MICHAEL AND HELEN METROCK CHARITABLE FOUNDATION IC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to MICHAEL AND HELEN METROCK CHARITABLE FOUNDATION IC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MICHAEL AND HELEN METROCK CHARITABLE FOUNDATION IC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MICHAEL AND HELEN METROCK CHARITABLE FOUNDATION IC 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 MICHAEL AND HELEN METROCK CHARITABLE FOUNDATION IC 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 MICHAEL AND HELEN METROCK CHARITABLE FOUNDATION IC?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does MICHAEL AND HELEN METROCK CHARITABLE FOUNDATION IC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $21,714, expenses of $68,855 and total assets of $561,763 at year end.
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