M C HITCHCOCK FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
M C HITCHCOCK FOUNDATION INC (EIN 63-1188980)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-10
IRS object ID
201731309349100323
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-10T15:06:19-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWALLACE E LYONSPreparerPersonNm
PTINP01373687PTIN
Phone2569275431PhoneNum
Preparation2017-05-10PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id887829C192A45FC844B1FAD0843D6908C5039A28AtSubmissionCreationDeviceId
At Submission Filing Device Id887829C192A45FC844B1FAD0843D6908C5039A28AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$147,626FMVAssetsEOYAmt
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$4,986DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,986DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,787NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,092GrossSalesPriceAmt
Total Rev And Expnss$11,773TotalRevAndExpnssAmt
Total Net Invst Incm$4,986TotalNetInvstIncmAmt
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$166TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$166TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$3,004TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$3,004TravConfMeetingDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,002TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,002TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,502TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,502TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,729ExcessRevenueOverExpensesAmt
Net Investment Income$4,986NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,155CashBOYAmt
Cash EOY$2,731CashEOYAmt
Cash EOYFMV$2,731CashEOYFMVAmt
Corporate Stock BOY$52,403CorporateStockBOYAmt
Corporate Stock EOY$52,098CorporateStockEOYAmt
Corporate Stock EOYFMV$144,895CorporateStockEOYFMVAmt
Total Assets BOY$56,558TotalAssetsBOYAmt
Total Assets EOY$54,829TotalAssetsEOYAmt
Total Assets EOYFMV$147,626TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$56,558RetainedEarningBOYAmt
Retained Earning EOY$54,829RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$56,558TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$54,829TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$56,558TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$54,829TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$56,558TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,729ExcessRevenueOverExpensesAmt
Subtotal$54,829SubtotalAmt
Tot Net Ast Or Fund Balances EOY$54,829TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$8,935AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$141,652NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.063077DistributionYr1Rt
Adjusted Qlfy Distri Yr2$13,836AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$148,122NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.093409DistributionYr2Rt
Adjusted Qlfy Distri Yr3$7,384AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$143,622NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051413DistributionYr3Rt
Adjusted Qlfy Distri Yr4$11,161AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$139,088NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.080244DistributionYr4Rt
Adjusted Qlfy Distri Yr5$8,760AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$133,005NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.065862DistributionYr5Rt
Total Distribution0.354005TotalDistributionRt
Average Distribution0.070801AverageDistributionRt
Net Vl Noncharitable Assets$146,041NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$10,340AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$50NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$10,390AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$13,502QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$50InvestmentIncomeExciseTaxAmt
Subtotal$50SubtotalAmt
Tax Based On Investment Income$50TaxBasedOnInvestmentIncomeAmt
Tax Due$50TaxDueAmt

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 1TH 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$144,886AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,379AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$148,265TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$148,265AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,224CashDeemedCharitableAmt
Net Vl Noncharitable Assets$146,041NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,302MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,302MinimumInvestmentReturnAmt
Tax Based On Investment Income$50TaxBasedOnInvestmentIncomeAmt
Total Tax$50TotalTaxAmt
Distributable Before Adj$7,252DistributableBeforeAdjAmt
Distributable Before Ded$7,252DistributableBeforeDedAmt
Distributable As Adjusted$7,252DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,502ExpensesAndContributionsAmt
Qualifying Distributions$13,502QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$50PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$13,452AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,252DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$2,188ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,293ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$340ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,636ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,018ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$15,475TotalExcessDistributionCyovAmt
Qualifying Distributions$13,502QualifyingDistributionsAmt
Applied To Current Year$7,252AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,250RemainingDistriFromCorpusAmt
Total Corpus$21,725TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,188ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$19,537ExcessDistriCyovToNextYrAmt
Excess From Year4$4,293ExcessFromYear4Amt
Excess From Year3$340ExcessFromYear3Amt
Excess From Year2$6,636ExcessFromYear2Amt
Excess From Year1$2,018ExcessFromYear1Amt
Excess From Current Year$6,250ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 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
EXPONENT PHILANTHROPY
P O BOX 117UNDERHILLVT054800117FOUNDATION PLANNING$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,986ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,787RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,986ExclusionAmt
Related Or Exempt Function Incm$6,787RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,773TotalIncomeProducingActyAmt

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
MERCK & COMPANY1997-06PURCHASE2016-12$6,944$273$6,671
VERITIV CORP1995-09PURCHASE2016-12$148$32$116

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
94 SHARES IBM$8,869$15,603
200 SHARES INTL PAPER$2,836$10,612
300 SHARES MICROSOFT$6,585$18,642
115 SHARES MERCK AND CO
200 SHARES PROCTOR & GAMBLE$13,758$24,972
800 SHARES SOUTHERN COMPANY$11,803$39,352
200 SHARES 3M COMPANY$8,247$35,714
3 SHARES VERITIV CORP

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFORM 990PFCategoryTxt
Amt$166Amt
Disbursements Charitable Prps$166DisbursementsCharitablePrpsAmt

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