M C HITCHCOCK FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
M C HITCHCOCK FOUNDATION INC (EIN 63-1188980)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-04-13
IRS object ID
201801039349100640
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-04-13T15:46:47-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN631143683PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LYONS & MORGAN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1105 MAE STREETAddressLine1Txt
CityCENTRECityNm
State AbbreviationALStateAbbreviationCd
ZIP35960ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN631188980EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1M C HITCHCOCK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMCHIBusinessNameControlTxt
Phone9316075213PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 12TH AVE S UNIT 1212AddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP372033432ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJANE M HITCHCOCKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9316075213PhoneNum
Signature2018-04-02SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWALLACE E LYONSPreparerPersonNm
PTINP01373687PTIN
Phone2569275431PhoneNum
Preparation2018-04-13PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$160,772FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$5,053DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,053DividendsNetInvstIncmAmt
Total Rev And Expnss$5,053TotalRevAndExpnssAmt
Total Net Invst Incm$5,053TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,166CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$2,166CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$166PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$166PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$50TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$50TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$2,635TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$2,635TravConfMeetingDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,517TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,517TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,517TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$11,517TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,464ExcessRevenueOverExpensesAmt
Net Investment Income$5,053NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,731CashBOYAmt
Cash EOY-$3,733CashEOYAmt
Cash EOYFMV-$3,733CashEOYFMVAmt
Corporate Stock BOY$52,098CorporateStockBOYAmt
Corporate Stock EOY$52,098CorporateStockEOYAmt
Corporate Stock EOYFMV$164,505CorporateStockEOYFMVAmt
Total Assets BOY$54,829TotalAssetsBOYAmt
Total Assets EOY$48,365TotalAssetsEOYAmt
Total Assets EOYFMV$160,772TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$54,829RetainedEarningBOYAmt
Retained Earning EOY$48,365RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$54,829TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$48,365TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$54,829TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$48,365TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$54,829TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,464ExcessRevenueOverExpensesAmt
Subtotal$48,365SubtotalAmt
Tot Net Ast Or Fund Balances EOY$48,365TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$13,452AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$146,041NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.092111DistributionYr1Rt
Adjusted Qlfy Distri Yr2$8,935AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$141,652NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.063077DistributionYr2Rt
Adjusted Qlfy Distri Yr3$13,836AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$148,122NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.093409DistributionYr3Rt
Adjusted Qlfy Distri Yr4$7,384AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$143,622NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051413DistributionYr4Rt
Adjusted Qlfy Distri Yr5$11,161AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$139,088NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.080244DistributionYr5Rt
Total Distribution0.380254TotalDistributionRt
Average Distribution0.076051AverageDistributionRt
Net Vl Noncharitable Assets$155,652NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$11,837AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$51NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$11,888AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$11,517QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$101InvestmentIncomeExciseTaxAmt
Subtotal$101SubtotalAmt
Tax Based On Investment Income$101TaxBasedOnInvestmentIncomeAmt
Tax Due$101TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateALOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJANE M HITCHCOCKIndividualWithBooksNm
Phone9316075213PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1700 12TH AVE S UNIT 1212AddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37203ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsYes (true)BusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JANE M HITCHCOCK
700 12TH AVE S UNIT 1212NASHVILLETN372033432PRESIDENT2.00$2,166$0$0
WILLIAM HENRY AGEE
700 12TH AVE S UNIT 1212NASHVILLETN37203SEC/TREAS1.00$0$0$0
BLANCHE A SPINKS
700 12TH AVE S UNIT 1212NASHVILLETN37203VICE PRESIDE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$154,575AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,447AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$158,022TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$158,022AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,370CashDeemedCharitableAmt
Net Vl Noncharitable Assets$155,652NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,783MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,783MinimumInvestmentReturnAmt
Tax Based On Investment Income$101TaxBasedOnInvestmentIncomeAmt
Total Tax$101TotalTaxAmt
Distributable Before Adj$7,682DistributableBeforeAdjAmt
Distributable Before Ded$7,682DistributableBeforeDedAmt
Distributable As Adjusted$7,682DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,517ExpensesAndContributionsAmt
Qualifying Distributions$11,517QualifyingDistributionsAmt
Adjusted Qualifying Distri$11,517AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,682DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$4,293ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$340ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,636ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,018ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,250ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$19,537TotalExcessDistributionCyovAmt
Qualifying Distributions$11,517QualifyingDistributionsAmt
Applied To Current Year$7,682AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,835RemainingDistriFromCorpusAmt
Total Corpus$23,372TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$4,293ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$19,079ExcessDistriCyovToNextYrAmt
Excess From Year4$340ExcessFromYear4Amt
Excess From Year3$6,636ExcessFromYear3Amt
Excess From Year2$2,018ExcessFromYear2Amt
Excess From Year1$6,250ExcessFromYear1Amt
Excess From Current Year$3,835ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LUPUS FOUNDATION OF AMERI
1300 PICCORD DR SUITE 20ROCKVILLEMD20850LUPUS RESEARCH$1,000
CHILDREN'S HARBOR
1 OUR CHILDRENS HWYCHILDREN HARBORAL35010REC FOR TERMINALLY ILL CHILDREN$2,000
COMMUNITY CHURCH WO WALL
1229 COTTON AVE SWBIRMINGHAMAL35211CHRISTIAN MINISTRY$2,000
GRACE CHURCH OF MARIN
P O BOX 2561SAN ANSELMACA94979CHRISTIAN MINISTRY$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,053ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,053ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,053TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$500Amt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
94 SHARES IBM$8,869$14,421
200 SHARES INTL PAPER$2,836$11,588
300 SHARES MICROSOFT$6,585$25,662
200 SHARES PROCTOR & GAMBLE$13,758$27,288
800 SHARES SOUTHERN COMPANY$11,803$38,472
200 SHARES 3M COMPANY$8,247$47,074

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFORM 990PFCategoryTxt
Amt$50Amt
Disbursements Charitable Prps$50DisbursementsCharitablePrpsAmt

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