M C HITCHCOCK FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: M C HITCHCOCK FOUNDATION INC (EIN 63-1188980)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-05-03
IRS object ID: 202331239349100508
Schema version: 2022v5.0
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
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-05-03T09:51:04-04:00	ReturnTs
Tax Period End	2022-12-31	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	105 MAE STREET	AddressLine1Txt
City	CENTRE	CityNm
State Abbreviation	AL	StateAbbreviationCd
ZIP	35960	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	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	JANE M HITCHCOCK	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	9316075213	PhoneNum
Signature	2023-04-06	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JANE M	PersonFirstNm
Person Last	HITCHCOCK	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	WALLACE E LYONS	PreparerPersonNm
PTIN	P01373687	PTIN
Phone	2569275431	PhoneNum
Preparation	2023-05-03	PreparationDt

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$237,141	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	$57	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$57	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$5,016	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$5,016	DividendsNetInvstIncmAmt
Total Rev And Expnss	$5,073	TotalRevAndExpnssAmt
Total Net Invst Incm	$5,073	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$500	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$500	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$67	TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl	$67	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$567	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$567	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$6,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$6,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$6,567	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$6,567	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,494	ExcessRevenueOverExpensesAmt
Net Investment Income	$5,073	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$47,687	CashBOYAmt
Cash EOY	$46,193	CashEOYAmt
Cash EOYFMV	$46,193	CashEOYFMVAmt
Corporate Stock BOY	$38,501	CorporateStockBOYAmt
Corporate Stock EOY	$38,501	CorporateStockEOYAmt
Corporate Stock EOYFMV	$190,948	CorporateStockEOYFMVAmt
Total Assets BOY	$86,188	TotalAssetsBOYAmt
Total Assets EOY	$84,694	TotalAssetsEOYAmt
Total Assets EOYFMV	$237,141	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$86,188	RetainedEarningBOYAmt
Retained Earning EOY	$84,694	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$86,188	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$84,694	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$86,188	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$84,694	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$86,188	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,494	ExcessRevenueOverExpensesAmt
Subtotal	$84,694	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$84,694	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$71	InvestmentIncomeExciseTaxAmt
Subtotal	$71	SubtotalAmt
Tax Based On Investment Income	$71	TaxBasedOnInvestmentIncomeAmt
Tax Due	$71	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	JANE M HITCHCOCK	IndividualWithBooksNm
Phone	9316075213	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 (3 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
JANE M HITCHCOCK
700 12TH AVE S UNIT 1212	NASHVILLE	TN	37203	PRESIDENT	2.00	$0	$0	$0
WILLIAM HENRY AGEE
700 12TH AVE S UNIT 1212	NASHVILLE	TN	37203	SEC/TREAS	1.00	$0	$0	$0
BLANCHE A SPINKS
700 12TH AVE S UNIT 1212	NASHVILLE	TN	37203	VICE PRESIDE	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	$181,555	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$49,328	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$230,883	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$230,883	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$3,463	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$227,420	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$11,371	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$11,371	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$71	TaxBasedOnInvestmentIncomeAmt
Total Tax	$71	TotalTaxAmt
Distributable Before Adj	$11,300	DistributableBeforeAdjAmt
Distributable Before Ded	$11,300	DistributableBeforeDedAmt
Distributable As Adjusted	$11,300	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$6,567	ExpensesAndContributionsAmt
Qualifying Distributions	$6,567	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$11,300	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$3,835	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$4,937	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$6,222	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1	$67	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$15,061	TotalExcessDistributionCyovAmt
Qualifying Distributions	$6,567	QualifyingDistributionsAmt
Applied To Current Year	$6,567	AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus	$4,733	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$4,733	ExcessDistributionCyovAppCYAmt
Total Corpus	$10,328	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$10,328	ExcessDistriCyovToNextYrAmt
Excess From Year4	$4,039	ExcessFromYear4Amt
Excess From Year3	$6,222	ExcessFromYear3Amt
Excess From Year1	$67	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
CHILDREN'S HARBOR
1 OUR CHILDRENS HWY	CHILDREN HARBOR	AL	35010	REC FOR TERMINALLY ILL CHILDREN	$3,000
COMMUNITY CHURCH WO WALL
1229 COTTON AVE SW	BIRMINGHAM	AL	35211	CHRISTIAN MINISTRY	$2,000
THE LUPUS FOUNDATION
1850 LAKE PARK DR SE	SMYRNA	GA	30080	MEDICAL RESEARCH	$1,000	SUITE 101

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$6,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$57	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$5,016	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$5,073	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$5,073	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	ACCOUNTING	CategoryTxt
Amt	$500	Amt
Disbursements Charitable Prps	$500	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
300 SHARES MICROSOFT	$6,585	$71,946
200 SHARES PROCTOR & GAMBLE	$11,861	$37,890
800 SHARES SOUTHERN COMPANY	$11,803	$57,128
200 SHARES 3M COMPANY	$8,252	$23,984

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FORM 990PF	CategoryTxt
Amt	$67	Amt
Disbursements Charitable Prps	$67	DisbursementsCharitablePrpsAmt

M C HITCHCOCK FOUNDATION INC: Form 990PF, tax year 2022

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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