Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
HAZEL MONTAGUE HUTCHESON FOUNDATION
C/O JOHN L HUTCHESON IV TRUSTEE
Number and street (or P.O. box number if mail is not delivered to street address)1237 BROWNS FERRY ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHATTANOOGA, TN37419
A Employer identification number

62-6045925
B Telephone number (see instructions)

(423) 821-6193
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,385,670J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 200,491 200,491  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 150,459
b Gross sales price for all assets on line 6a 808,478
7 Capital gain net income (from Part IV, line 2)... 150,459
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 350,950 350,950  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,535 2,535   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
40,485 20,243   20,242
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,016 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 47,036 22,778   20,242
25 Contributions, gifts, grants paid....... 280,000 280,000
26 Total expenses and disbursements. Add lines 24 and 25 327,036 22,778   300,242
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 23,914
b Net investment income (if negative, enter -0-) 328,172
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 498,503 424,628 424,628
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 573,321 Click to see attachment
List of Attached Documents:
// Content
723,898 		728,948
b Investments—corporate stock (attach schedule)....... 1,251,540 Click to see attachment
List of Attached Documents:
// Content
1,345,534 		3,789,136
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,471,420 Click to see attachment
List of Attached Documents:
// Content
1,324,638 		1,442,958
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,794,784 3,818,698 6,385,670
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,996,810 4,996,810
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -1,202,026 -1,178,112
29 Total net assets or fund balances (see instructions)..... 3,794,784 3,818,698
30 Total liabilities and net assets/fund balances (see instructions). 3,794,784 3,818,698
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,794,784
2
Enter amount from Part I, line 27a .....................
2
23,914
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,818,698
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,818,698
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 50,000   50,000 0
b 744,486   608,019 136,467
c 13,992     13,992
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       0
b       136,467
c       13,992
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 150,459
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 4,562
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,562
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,562
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,504
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,504
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 58
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBROOKS MOORE ASSOCIATES INC Telephone no.right arrow (423) 756-8628

Located atright arrow3905 ST ELMO AVENUECHATTANOOGATN ZIP+4right arrow37409
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOHN L HUTCHESON IV TRUSTEE
0.00 		0 0 0
1237 BROWNS FERRY ROAD
CHATTANOOGA,TN37419
HAZEL H BELL TRUSTEE
0.00 		0 0 0
1020 SCENIC HIGHWAY
LOOKOUT MOUNTAIN,GA30750
JOHN BANKS TRUSTEE
0.00 		0 0 0
1853 BRENTWOOD POINTE
FRANKLIN,TN37067
THEODORE M HUTCHESON JR TRUSTEE
0.00 		0 0 0
285 CEN OLY PK DR NW 2101
ATLANTA,GA30313
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
5,903,729
b
Average of monthly cash balances.......................
1b
531,581
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,435,310
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,435,310
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
96,530
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,338,780
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
316,939
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
316,939
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,562
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,562
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
312,377
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
312,377
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
312,377
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
300,242
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
300,242
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 312,377
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 49,638
b From 2020...... 15,372
c From 2021......  
d From 2022...... 14,797
e From 2023...... 2,849
f Total of lines 3a through e ........ 82,656
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 300,242
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 300,242
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 12,135 12,135
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 70,521
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		37,503
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		33,018
10 Analysis of line 9:
a Excess from 2020.... 15,372
b Excess from 2021....  
c Excess from 2022.... 14,797
d Excess from 2023.... 2,849
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MR RICKY MOORE CO MOORE ASSOCIATES
3905 ST ELMO AVENUE
CHATTANOOGA,TN37409
(423) 756-8628
bThe form in which applications should be submitted and information and materials they should include:
LETTER AND PROPOSAL INCLUDING IRS DETERMINATION LETTER, SPONSORSHIP LEVELS AND MOST RECENT FORM 990 FILED.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE FOUNDATION AWARDS GRANTS ONCE A YEAR BASED ON OUR PRIORITIES, TAX REQUIREMENTS, LEGAL COMPLIANCE, AND APPROVAL BY THE FOUNDATION'S TRUSTEES TO 501(C)(3) CHARITABLE ORGANIZATIONS PRIMARILY IN EAST TENNESSEE FOR PRIORITY CAUSES IN THE FIELDS OF EDUCATION, WELLNESS, ARTS/CULTURE, AND MILITARY/VETERANS. THE FOUNDATION DOES NOT AWARD GRANTS TO INDIVIDUALS OR FAMILIES SEEKING SCHOLARSHIPS, MEDICAL OR OTHER ASSISTANCE.
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ADDISON'S TOY CHEST

5495 GLEN OAK PL
SANFORD,FL32771 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 7,530

AIM CENTER

472 W MLK BLVD
CHATTANOOGA,TN37402 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 1,500

ALS CENTER AT ERLANGER

975 E 3RD ST
CHATTANOOGA,TN37403 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 7,000

AMERICAN PRAIRIE FOUNDATION

PO BOX 908
BOZEMAN,MT59771 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 1,000

AUSTIN PEAY STATE UNIVERSITY FOUNDATION

318 COLLEGE ST
CLARKSVILLE,TN37044 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 1,000

BAYLOR SCHOOL

171 BAYLOR SCHOOL RD
CHATTANOOGA,TN37405 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 1,000

BIG BROTHERS BIG SISTERS

2015 BAILEY AVE
CHATTANOOGA,TN37404 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 2,000

BOWEN THEORY EDUCATION CENTER

PO BOX 25588
CHATTANOOGA,TN37422 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 3,000

BRIGHT SCHOOL

1950 MCDADE LN
CHATTANOOGA,TN37405 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 7,500

CAMPUS OUTREACH SERVE

2500 SOUTHLAKE PARK STE 200
BIRMINGHAM,AL35244 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 5,000

CARS RACING FOR A DREAM

PO BOX 1148
AUBURNDALE,FL33823 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 10,000

CHARLOTTE LATIN SCHOOL

9502 PROVIDENCE RD
CHARLOTTE,NC28277 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 2,500

CHATT FOUNDATION

727 E 11TH ST
CHATTANOOGA,TN37403 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 1,500

CHATTANOOGA AREA FOOD BANK

2009 CURTAIN POLE RD
CHATTANOOGA,TN37406 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 1,500

CHATTANOOGA GIRLS LEADERSHIP ACADEMY

1802 BAILEY AVE
CHATTANOOGA,TN37404 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 11,000

CHATTANOOGA ROOM IN THE INN

230 N HIGHLAND PARK AVE
CHATTANOOGA,TN37404 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 1,500

CHATTANOOGA ZOO

301 N HOLTZCLAW AVE
CHATTANOOGA,TN37404 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 6,000

CHILDRENS NUTRITION PROGRAM OF HAITI

1401 WILLIAMS ST 140
CHATTANOOGA,TN37408 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 750

CHILDREN'S THEATRE OF CHARLOTTE

300 E 7TH ST
CHARLOTTE,NC28202 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 2,000

CHURCH OF THE GOOD SHEPHERD

211 FRANKLIN RD
LOOKOUT MOUNTAIN,TN37350 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 12,500

CRABTREE FARMS

1000 E 30TH ST
CHATTANOOGA,TN37407 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 1,500

EAST TENNESSEE STATE UNIVERSITY

1276 GILBREATH DR
JOHNSON CITY,TN37614 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 1,000

GIRLS PREPARATORY SCHOOL

205 ISLAND AVE
CHATTANOOGA,TN37405 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 5,000

GOOD NEIGHBORS OF BLOUNT COUNTY

320 W BROADWAY AVE
MARYVILLE,TN37801 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 2,000

GRACE EPISCOPAL CHURCH

20 BELVOIR AVE
CHATTANOOGA,TN37411 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 3,000

HOSANNA HOUSE

PO BOX 958
HIXSON,TN37343 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 1,000

HUMANE EDUCATIONAL SOCIETY OF CHATT

4155 RANDOLPH CIRCLE
CHATTANOOGA,TN37406 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 1,000

HUNTER MUSEUM OF AMERICAN ART

10 BLUFF VIEW AVE
CHATTANOOGA,TN37403 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 3,000

JEFF GORDON CHILDREN'S FOUNDATION

1310 S TRYON ST 105
CHARLOTTE,NC28203 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 2,200

JONES UNITED METHODIST CHURCH

4131 RINGGOLD RD
CHATTANOOGA,TN37412 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 2,000

KING UNIVERSITY

1350 KING COLLEGE RD
BRISTOL,TN37620 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 10,000

LEADING THE WAY

PO BOX 20100
ATLANTA,GA30325 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 5,000

LEE UNIVERSITY STRING THEORY

1120 N OCOEE ST
CLEVELAND,TN37311 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 1,500

LOOKOUT MOUNTAIN CONSERVANCY

PO BOX 76
LOOKOUT MOUNTAIN,TN37350 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 1,500

LOOKOUT MOUNTAIN PRESBYTERIAN CHURCH

316 N BRAGG AVE
LOOKOUT MOUNTAIN,TN37350 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 3,000

LULA LAKE LAND TRUST

5000 LULA LAKE RD
LOOKOUT MOUNTAIN,GA30750 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 4,000

MARK MAKING

2510 N CHAMBERLAIN AVE
CHATTANOOGA,TN37406 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 2,000

MCCALLIE SCHOOL

500 DODDS AVE
CHATTANOOGA,TN37404 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 23,001

MISSISSIPPI STATE UNIVERSITY DEV FOUNDATION

1 HUNTER HENRY BLVD
MISSISSIPPI STATE,MS39762 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 1,500

MONTESSORI ELEMENTARY

700 S HAWTHORNE ST
CHATTANOOGA,TN37404 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 6,000

NATIONAL OUTDOOR LEADERSHIP SCHOOL

284 LINCOLN ST
LANDER,WY82520 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 833

NATIONAL PARK PARTNERS

PO BOX 748
CHATTANOOGA,TN37401 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 4,000

NEW HOPE CHILDREN'S ADVOCACY CENTER

216 SOUTHDOWNE DR
MARYVILLE,TN37801 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 5,833

ORANGE GROVE CENTER

615 DERBY ST
CHATTANOOGA,TN37404 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 1,000

PAT'S PLACE CHILD ADVOCACY CENTER

901 EAST BLVD
CHARLOTTE,NC28203 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 2,000

PLANNED PARENTHOOD SOUTHEAST

241 PEACHTREE ST NE 400
ATLANTA,GA30303 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 2,000

REFLECTION RIDING ARBORETUM & NATURE CENTER

400 GARDEN RD
CHATTANOOGA,TN37419 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 2,000

RHODES COLLEGE

2000 N PARKWAY
MEMPHIS,TN38112 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 1,000

RONALD MCDONALD HOUSE CHARITIES CHATT

200 CENTRAL AVE
CHATTANOOGA,TN37403 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 1,000

SAMARITAN'S PURSE

PO BOX 3000
BOONE,NC28607 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 611

SHEPHERD'S ARMS RESCUE MISSION

4012 WEST AVE
CHATTANOOGA,TN37410 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 2,500

SISKIN HOSPITAL FOR PHYSICAL REHABILITATION

ONE SISKIN PLAZA
CHATTANOOGA,TN37403 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 1,500

SOUTHERN ENVIRONMENTAL LAW CENTER

120 GARRETT ST STE 400
CHARLOTTESVILLE,VA22902 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 1,000

SOUTHERN POVERTY LAW CENTER

400 WASHINGTON AVE
MONTGOMERY,AL36104 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 1,000

ST JUDE CHILDRENS RESEARCH HOSPITAL

262 DANNY THOMAS PLACE
MEMPHIS,TN38105 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 2,833

STEP AHEAD FOUNDATION

850 MARKET ST
CHATTANOOGA,TN37402 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 2,000

SUBURBAN CLUB OF CHATTANOOGA

2002 E MAIN ST
CHATTANOOGA,TN37404 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 2,000

TENNESSEE AQUARIUM

1 BROAD ST
CHATTANOOGA,TN37402 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 7,000

THE EDUCATIONAL FOUNDATION INC

PO BOX 153
GLENSHAW,PA15116 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 2,500

THE GO JEN GO FOUNDATION

7804 FAIRVIEW RD
CHARLOTTE,NC28226 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 2,000

THE POP-UP PROJECT

1602 ARAPAHO DR
SODDY DAISY,TN37379 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 500

TUNNELS TO TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 1,500

TURPENTINE CREEK FOUNDATION INC

239 TURPENTINE CREEK LN
EUREKA SPRINGS,AR72632 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 27,350

UNITED SERVICE ORGANIZATIONS

PO BOX 96860
WASHINGTON,DC20077 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 639

UNIVERSITY OF ALABAMA

500 UNIVERSITY BLVD EAST
TUSCALOOSA,AL35401 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 15,300

WELCOME HOME OF CHATTANOOGA

400 S GERMANTOWN RD
CHATTANOOGA,TN37411 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 4,500

WOMEN'S IMPACT FUND

2525 DISTRIBUTION ST
CHARLOTTE,NC28203 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 1,300

WTCI-PUBLIC TELEVISION

7540 BONNYSHIRE DR
CHATTANOOGA,TN37416 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 3,000

WUTC-NATIONAL PUBLIC RADIO

615 MCCALLIE AVE DEPT 1151
CHATTANOOGA,TN37403 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 1,500

YMCA

301 W 6TH ST
CHATTANOOGA,TN37402 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 4,000

UNIVERSITY OF CHATTANOOGA FOUNDATION

615 MCCALLIE AVE DEPT 6806
CHATTANOOGA,TN37403 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 1,000

SOCIETY OF DIAGNOSTIC MEDICAL SONOGRAPHY FOUNDATION

15301 SPECTRUM DR STE 155
ADDISON,TX75001 		N/A PUBLIC CHARITY UNRESTRICTED GRANT 9,820
Total .................................right arrow 3a 280,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 200,491  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 13,992 136,467
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 214,483 136,467
13Total. Add line 12, columns (b), (d), and (e)..................
13
350,950
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
8 N/A
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
HAZEL MONTAGUE HUTCHESON FOUNDATION
 
C/O JOHN L HUTCHESON IV TRUSTEE
EIN:
62-6045925
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 2,535 2,535   0

TY 2024 InvestmentsCorpStockSchedule
Name:
HAZEL MONTAGUE HUTCHESON FOUNDATION
 
C/O JOHN L HUTCHESON IV TRUSTEE
EIN:
62-6045925
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 1,400 SHS 34,925 190,414
ABBVIE INC 800 SHS 19,968 148,496
ALPHABET INC CL A 1200 SHS 65,399 211,476
APPLE INC 700 SHS 16,825 143,619
BANK AMERICA CORP 2,400 SHS 70,790 113,568
CHEVRON CORPORATION 1,000 SHS 3,581 143,190
CISCO SYSTEMS INC 2,000 SHS 68,989 138,760
DUKE ENERGY CORP 1,000 SHS 41,751 118,000
DUPONT DE NEMOURS INC 800 SHS 31,118 54,872
EXXON MOBIL CORPORATION 1,000 SHS 1,766 107,800
GENERAL MILLS INC 500 SHS 27,317 25,905
HOME DEPOT INC 600 SHS 14,922 219,984
HONEYWELL INTERNATIONAL INC 500 SHS 71,357 116,440
JOHNSON & JOHNSON 1,000 SHS 48,516 152,750
JP MORGAN CHASE & CO 700 SHS 99,500 202,937
LOCKHEED MARTIN CORP 200 SHS 61,936 92,628
MERCK & CO INC 1,100 SHS 60,213 87,076
MICROSOFT CORP 600 SHS 20,664 298,446
MONDELEZ INTERNATIONAL INC 1,500 SHS 16,840 101,160
PAYPAL HOLDINGS INC 1000 SHS 58,384 74,320
PEPSICO INC 550 SHS 63,203 72,622
PINNACLE FINANCIAL PARTNERS INC 800 SHS 60,729 88,328
PROCTOR & GAMBLE CO 800 SHS 6,693 127,456
QUALCOMM INC 600 SHS 46,250 95,556
UNITED PARCEL SERVICE 900 SHS 94,739 90,846
WALMART INC 2,700 SHS 1,401 264,006
RTX CORPORATION 400 SHS 37,345 58,408
ORACLE CORPORATION 500 SHS 57,267 109,315
CHUBB LTD, 250 SHS 68,393 72,430
NEXTERA ENERGY INC, 400 SHS 28,099 27,768
SCHLUMBERGER LTD, 1,200 SHS 46,654 40,560

TY 2024 InvestmentsGovtObligationsSch
Name:
HAZEL MONTAGUE HUTCHESON FOUNDATION
 
C/O JOHN L HUTCHESON IV TRUSTEE
EIN:
62-6045925
US Government Securities - End of Year Book Value:

723,898
US Government Securities - End of Year Fair Market Value:

728,948
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
HAZEL MONTAGUE HUTCHESON FOUNDATION
 
C/O JOHN L HUTCHESON IV TRUSTEE
EIN:
62-6045925
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GOLDMAN SACHS GQG PTNRS INTL OPP FUND 16763 SHS AT COST 278,992 379,845
GOLDMAN SACHS INTL SMALL CAP INSIGHTS FUND 6,769 SHS AT COST 90,000 104,519
VANGUARD INTERMEDIATE-TERM BOND ETF 1,200 SHS AT COST 94,768 92,808
VANGUARD ULTRA SHORT TERM BOND FD 7,362 SHS AT COST 146,652 147,535
AMERICAN EXPR NATL BANK CD, 4.400%, 10/06/25 AT COST 100,000 99,996
AMERICAN EXPR NATL BANK CD, 5.000%, 3/23/26 AT COST 50,000 50,296
CAPITAL ONE CD, 5.000%, 11/16/2027 AT COST 50,000 51,118
CITY NATL BANK - BEV HILLS CD, 4.350%, 1/26/26 AT COST 50,000 50,053
DISCOVER BANK CD, 4.550%, 10/26/26 AT COST 50,000 50,342
EAGLEBANK CD, 4.500%, 7/21/25 AT COST 50,000 50,003
UBS BANK CD, 5.050% 11/08/27 AT COST 50,000 51,200
MORGAN STANLEY BANK CD, 5.000%, 9/15/25 AT COST 50,000 50,061
WELLS FARGO BANK CD, 5.200%, 11/28/25 AT COST 50,000 50,186
SCHWAB FUNDAMENTAL INTNL EQUITY ETF, 1,000 SHS AT COST 39,226 40,020
VANGUARD SHORT-TERM INVESTMENT FUND, 16,712 SHS AT COST 175,000 174,976

TY 2024 OtherProfessionalFeesSchedule
Name:
HAZEL MONTAGUE HUTCHESON FOUNDATION
 
C/O JOHN L HUTCHESON IV TRUSTEE
EIN:
62-6045925
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 31,927 15,964   15,963
TRUSTEE FEES 8,558 4,279   4,279


TY 2024 TaxesSchedule
Name:
HAZEL MONTAGUE HUTCHESON FOUNDATION
 
C/O JOHN L HUTCHESON IV TRUSTEE
EIN:
62-6045925
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 4,016 0   0