M C HITCHCOCK FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
M C HITCHCOCK FOUNDATION INC (EIN 63-1188980)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-03
IRS object ID
201421239349100002
Schema version
2013v3.1
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)
Return2014-05-03T09:34:23-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LYONS & MORGAN PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1105 MAE STREETAddressLine1
CityCENTRECity
StateALState
ZIP Code35960ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN631188980EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1M C HITCHCOCK FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlMCHIBusinessNameControlTxt
Phone9319621060PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 400AddressLine1
CityWINCHESTERCity
StateTNState
ZIP Code373980400ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJANE M HITCHCOCKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9319621060PhoneNum
Signature2014-04-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWALLACE E LYONSPreparerPersonNm
PTINP01373687PTIN
Phone2569275431PhoneNum
Preparation2014-05-03PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$146,957FMVAssetsEOYAmt
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$4,669DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,669DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,336NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,432GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,336CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,005TotalRevAndExpnssAmt
Total Net Invst Incm$7,005TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,166CompOfcrDirTrstRevAndExpnssAmt
Pension Empl Bnft Rev And Expnss$116PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$116PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$43TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$43TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$880OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$155OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$725OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,705TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$155TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,384TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,705TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$155TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,384TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,700ExcessRevenueOverExpensesAmt
Net Investment Income$6,850NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$5,460CashEOYAmt
Cash EOYFMV$5,460CashEOYFMVAmt
Corporate Stock BOY$66,643CorporateStockBOYAmt
Corporate Stock EOY$57,548CorporateStockEOYAmt
Corporate Stock EOYFMV$141,497CorporateStockEOYFMVAmt
Total Assets BOY$66,643TotalAssetsBOYAmt
Total Assets EOY$63,008TotalAssetsEOYAmt
Total Assets EOYFMV$146,957TotalAssetsEOYFMVAmt
Other Liabilities BOY$935OtherLiabilitiesBOYAmt
Total Liabilities BOY$935TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$65,708RetainedEarningBOYAmt
Retained Earning EOY$63,008RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$65,708TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$63,008TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$66,643TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$63,008TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$65,708TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,700ExcessRevenueOverExpensesAmt
Subtotal$63,008SubtotalAmt
Tot Net Ast Or Fund Balances EOY$63,008TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
6 SHARES IBMP1999-10-222013-01-11$1,118$566$552$552
150 SHARES REGIONS FINLP1998-06-162013-01-24$1,090$5,660-$4,570-$4,570
200 SHARES INTERNATIONAL PAPERP1987-10-272013-12-10$9,224$2,870$6,354$6,354
FieldValueIRS element (for citing)
Capital Gain Net Income$2,336CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$11,161AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$139,088NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.080244DistributionYr1Rt
Adjusted Qlfy Distri Yr2$8,760AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$133,005NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.065862DistributionYr2Rt
Adjusted Qlfy Distri Yr3$8,682AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$125,326NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.069275DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,658AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$112,995NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.058923DistributionYr4Rt
Adjusted Qlfy Distri Yr5$8,914AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$132,756NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.067146DistributionYr5Rt
Total Distribution0.341450TotalDistributionRt
Average Distribution0.068290AverageDistributionRt
Net Vl Noncharitable Assets$143,622NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$9,808AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$69NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$9,877AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$7,384QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$137InvestmentIncomeExciseTaxAmt
Subtotal$137SubtotalAmt
Tax Based On Investment Income$137TaxBasedOnInvestmentIncomeAmt
Tax Due$137TaxDueAmt

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 400AddressLine1
CityWINCHESTERCity
StateTNState
ZIP Code37398ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JANE M HITCHCOCK
P O BOX 400WINCHESTERTN37398PRESIDENT4.00$2,166$116$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$143,838AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,971AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$145,809TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$145,809AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,187CashDeemedCharitableAmt
Net Vl Noncharitable Assets$143,622NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,181MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,181MinimumInvestmentReturnAmt
Tax Based On Investment Income$137TaxBasedOnInvestmentIncomeAmt
Total Tax$137TotalTaxAmt
Distributable Before Adj$7,044DistributableBeforeAdjAmt
Distributable Before Ded$7,044DistributableBeforeDedAmt
Distributable As Adjusted$7,044DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,384ExpensesAndContributionsAmt
Qualifying Distributions$7,384QualifyingDistributionsAmt
Adjusted Qualifying Distri$7,384AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,044DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$2,319ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,110ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,486ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,188ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,293ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$12,396TotalExcessDistributionCyovAmt
Qualifying Distributions$7,384QualifyingDistributionsAmt
Applied To Current Year$7,044AppliedToCurrentYearAmt
Remaining Distri From Corpus$340RemainingDistriFromCorpusAmt
Total Corpus$12,736TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,319ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$10,417ExcessDistriCyovToNextYrAmt
Excess From Year4$1,110ExcessFromYear4Amt
Excess From Year3$2,486ExcessFromYear3Amt
Excess From Year2$2,188ExcessFromYear2Amt
Excess From Year1$4,293ExcessFromYear1Amt
Excess From Current Year$340ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeGrant 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$4,669ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,336ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,005ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,005TotalIncomeProducingActyAmt

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

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (3 entries)

JANE M HITCHCOCK
WILLIAM HENRY AGEE
BLANCHE A SPINKS

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
94 SHARES IBM$8,869$17,632
200 SHARES INTL PAPER$2,870$9,806
400 SHARES MICROSOFT$8,778$14,964
115 SHARES MERCK AND CO$273$5,756
200 SHARES PROCTOR & GAMBLE$8,067$16,282
97 SHARES PROCTER & GAMBLE$5,691$7,897
150 SHARES REGIONS FINANCIAL
1,000 SHARES SOUTHERN COMPANY$14,753$41,110
200 SHARES 3M COMPANY$8,247$28,050

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BROKERAGE FEE$155$155
DUES$725$725

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCASH OVERDRAFTDesc
BOY Book Value$935BOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFORM 990PFCategoryTxt
Amt$43Amt
Disbursements Charitable Prps$43DisbursementsCharitablePrpsAmt

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