M C HITCHCOCK FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- M C HITCHCOCK FOUNDATION INC (EIN 63-1188980)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202231339349101703
- Schema version
- 2021v4.0
- 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
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T08:52:13-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-05-10 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WALLACE E LYONS | PreparerPersonNm |
| PTIN | P01373687 | PTIN |
| Phone | 2569275431 | PhoneNum |
| Preparation | 2022-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $279,868 | 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 | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,820 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,820 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $4,825 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,825 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $134 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $134 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $139 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $139 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $773 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $773 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,780 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,780 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,553 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,553 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,728 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,825 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,415 | CashBOYAmt |
| Cash EOY | $47,687 | CashEOYAmt |
| Cash EOYFMV | $47,687 | CashEOYFMVAmt |
| Corporate Stock BOY | $38,501 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,501 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $232,181 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $93,916 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,188 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $279,868 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $93,916 | RetainedEarningBOYAmt |
| Retained Earning EOY | $86,188 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $93,916 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $86,188 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $93,916 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $86,188 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $93,916 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,728 | ExcessRevenueOverExpensesAmt |
| Subtotal | $86,188 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $86,188 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $67 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $67 | SubtotalAmt |
| Tax Based On Investment Income | $67 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $67 | 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 | $203,678 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,198 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $254,876 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $254,876 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,823 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $251,053 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,553 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,553 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $67 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $67 | TotalTaxAmt |
| Distributable Before Adj | $12,486 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,486 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,486 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,553 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $12,553 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,486 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $6,250 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,835 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,937 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,222 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $21,244 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,553 | QualifyingDistributionsAmt |
| Applied To Current Year | $12,486 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $67 | RemainingDistriFromCorpusAmt |
| Total Corpus | $21,311 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,250 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,061 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,835 | ExcessFromYear4Amt |
| Excess From Year3 | $4,937 | ExcessFromYear3Amt |
| Excess From Year2 | $6,222 | ExcessFromYear2Amt |
| Excess From Current Year | $67 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| EXPONENT PHILANTHROPY | ||||||
| P O BOX 117 | UNDERHILL | VT | 054800117 | FOUNDATION PLANNING | $780 | |
| CHILDREN'S HARBOR | ||||||
| 1 OUR CHILDRENS HWY | CHILDREN HARBOR | AL | 35010 | REC FOR TERMINALLY ILL CHILDREN | $2,000 | |
| COMMUNITY CHURCH WO WALL | ||||||
| 1229 COTTON AVE SW | BIRMINGHAM | AL | 35211 | CHRISTIAN MINISTRY | $2,000 | |
| THE LYPUS FOUNDATIOIN | ||||||
| 1850 LAKE PARK DR SE | SMYRNA | GA | 30080 | MEDICAL RESEARCH | $1,000 | SUITE 101 |
| MONTGOMERY AREA FOOD BANK | ||||||
| 521 TRADE CENTER ST | MONTGOMERY | AL | 36108 | FOOD FOR NEEDY | $1,000 | |
| MARTHA'S HOUSE INC | ||||||
| 4134 US HIGHWAY 441N | OKEECHOBEE | FL | 34972 | SUPPORT OF VICTIMS OF DOMESTIC ABUSE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,780 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,820 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,825 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,825 | 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 | $100,896 |
| 200 SHARES PROCTOR & GAMBLE | $11,861 | $40,895 |
| 800 SHARES SOUTHERN COMPANY | $11,803 | $54,864 |
| 200 SHARES 3M COMPANY | $8,252 | $35,526 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| SUPPLIES | $139 | $139 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORM 990PF | CategoryTxt |
| Amt | $134 | Amt |
| Disbursements Charitable Prps | $134 | DisbursementsCharitablePrpsAmt |