M C HITCHCOCK FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
M C HITCHCOCK FOUNDATION INC (EIN 63-1188980)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-04
IRS object ID
201541249349101314
Schema version
2014v5.0
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)
Return2015-05-04T15:31:36-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Phone9319621060PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 400AddressLine1Txt
CityWINCHESTERCityNm
State AbbreviationTNStateAbbreviationCd
ZIP373980400ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJANE M HITCHCOCKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9319621060PhoneNum
Signature2015-04-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWALLACE E LYONSPreparerPersonNm
PTINP01373687PTIN
Phone2569275431PhoneNum
Preparation2015-05-04PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$152,858FMVAssetsEOYAmt
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$4,901DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,901DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,156NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$9,107GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,156CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$11,057TotalRevAndExpnssAmt
Total Net Invst Incm$11,057TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,167CompOfcrDirTrstRevAndExpnssAmt
Pension Empl Bnft Rev And Expnss$165PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$165PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$137TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$137TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$5,687TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$5,687TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,225OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$775OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,450OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,881TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$775TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,939TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$16,881TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$775TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,939TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,824ExcessRevenueOverExpensesAmt
Net Investment Income$10,282NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,460CashBOYAmt
Cash EOY$2,588CashEOYAmt
Cash EOYFMV$2,588CashEOYFMVAmt
Corporate Stock BOY$57,548CorporateStockBOYAmt
Corporate Stock EOY$54,596CorporateStockEOYAmt
Corporate Stock EOYFMV$150,270CorporateStockEOYFMVAmt
Total Assets BOY$63,008TotalAssetsBOYAmt
Total Assets EOY$57,184TotalAssetsEOYAmt
Total Assets EOYFMV$152,858TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$63,008RetainedEarningBOYAmt
Retained Earning EOY$57,184RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$63,008TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$57,184TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$63,008TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$57,184TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$63,008TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,824ExcessRevenueOverExpensesAmt
Subtotal$57,184SubtotalAmt
Tot Net Ast Or Fund Balances EOY$57,184TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property200 SHARES SOUTHERN COPropertyDesc
How AcquiredPHowAcquiredCd
Acquired1999-04-01AcquiredDt
Sold2014-11-25SoldDt
Gross Sales Price$9,107GrossSalesPriceAmt
Cost Or Other Basis$2,951CostOrOtherBasisAmt
Gain Or Loss$6,156GainOrLossAmt
Gains Minus Excess Or Losses$6,156GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$6,156CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,384AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$143,622NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051413DistributionYr1Rt
Adjusted Qlfy Distri Yr2$11,161AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$139,088NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.080244DistributionYr2Rt
Adjusted Qlfy Distri Yr3$8,760AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$133,005NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.065862DistributionYr3Rt
Adjusted Qlfy Distri Yr4$8,682AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$125,326NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.069275DistributionYr4Rt
Adjusted Qlfy Distri Yr5$6,658AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$112,995NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.058923DistributionYr5Rt
Total Distribution0.325717TotalDistributionRt
Average Distribution0.065143AverageDistributionRt
Net Vl Noncharitable Assets$148,122NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$9,649AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$103NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$9,752AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$13,939QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$103InvestmentIncomeExciseTaxAmt
Subtotal$103SubtotalAmt
Tax Based On Investment Income$103TaxBasedOnInvestmentIncomeAmt
Tax Due$103TaxDueAmt

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
Phone9319621060PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 400AddressLine1Txt
CityWINCHESTERCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37398ZIPCd
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
P O BOX 400WINCHESTERTN37398PRESIDENT4.00$2,167$0$0
WILLIAM HENRY AGEE
P O BOX 400WINCHESTERTN37398SEC/TREAS1.00$0$0$0
BLANCHE A SPINKS
P O BOX 400WINCHESTERTN37398VICE 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$147,658AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,720AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$150,378TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$150,378AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,256CashDeemedCharitableAmt
Net Vl Noncharitable Assets$148,122NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,406MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,406MinimumInvestmentReturnAmt
Tax Based On Investment Income$103TaxBasedOnInvestmentIncomeAmt
Total Tax$103TotalTaxAmt
Distributable Before Adj$7,303DistributableBeforeAdjAmt
Distributable Before Ded$7,303DistributableBeforeDedAmt
Distributable As Adjusted$7,303DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,939ExpensesAndContributionsAmt
Qualifying Distributions$13,939QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$103PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$13,836AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,303DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,110ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,486ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,188ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,293ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$340ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$10,417TotalExcessDistributionCyovAmt
Qualifying Distributions$13,939QualifyingDistributionsAmt
Applied To Current Year$7,303AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,636RemainingDistriFromCorpusAmt
Total Corpus$17,053TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,110ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$15,943ExcessDistriCyovToNextYrAmt
Excess From Year4$2,486ExcessFromYear4Amt
Excess From Year3$2,188ExcessFromYear3Amt
Excess From Year2$4,293ExcessFromYear2Amt
Excess From Year1$340ExcessFromYear1Amt
Excess From Current Year$6,636ExcessFromCurrentYearAmt

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$4,901ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,156ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$11,057ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,057TotalIncomeProducingActyAmt

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 (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
94 SHARES IBM$8,869$15,081
200 SHARES INTL PAPER$2,836$10,716
400 SHARES MICROSOFT$8,778$18,580
115 SHARES MERCK AND CO$273$6,531
200 SHARES PROCTOR & GAMBLE$8,067$18,218
97 SHARES PROCTER & GAMBLE$5,691$8,836
800 SHARES SOUTHERN COMPANY$11,803$39,288
200 SHARES 3M COMPANY$8,247$32,864
3 SHARES VERITIV CORP$32$156

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BROKERAGE FEE$150$150
PROFESSIONAL DUES$2,075$625$1,450

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCASH OVERDRAFTDesc

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFORM 990PFCategoryTxt
Amt$137Amt
Disbursements Charitable Prps$137DisbursementsCharitablePrpsAmt

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