M C HITCHCOCK FOUNDATION INC: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
M C HITCHCOCK FOUNDATION INC (EIN 63-1188980)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-05
IRS object ID
201131259349101753
Schema version
2010v3.2
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)
Timestamp2011-05-05T08:33:53-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1105 MAE STREETAddressLine1
CityCENTRECity
StateALState
ZIP Code35960ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN631188980EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1M C HITCHCOCK FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMCHINameControl
Phone9319621060Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameJANE M HITCHCOCKName
TitlePRESIDENTTitle
Phone9319621060Phone
Date Signed2011-05-04DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameWALLACE E LYONSName
Phone2569275431Phone
Date Prepared2011-05-05DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY129756FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss9InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm9InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss3596DividendsRevAndExpnss
Dividends Net Invst Incm3596DividendsNetInvstIncm
Total Revenue And Expenses3605TotalRevenueAndExpenses
Total Net Investment Income3605TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss2000CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps2000CompOfcrDirTrstDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss166PensionEmplBnftRevAndExpnss
Pension Empl Bnft Dsbrs Chrtbl Prps166PensionEmplBnftDsbrsChrtblPrps
Accounting Fees Rev And Expnss500AccountingFeesRevAndExpnss
Accounting Fees Dsbrs Chrtbl Prps500AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss51TaxesRevAndExpnss
Taxes Dsbrs Chrtbl Prps51TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss150OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm150OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss2867TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm150TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps2717TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss6000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps6000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss8867TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm150TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps8717TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-5262ExcessOfRevenueOverExpenses
Net Investment Income3455NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY18192CashBOY
Cash EOY13098CashEOY
Cash EOYFMV13098CashEOYFMV
Investments Corp Stock BOY66707InvestmentsCorpStockBOY
Investments Corp Stock EOY66707InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV116658InvestmentsCorpStockEOYFMV
Total Assets BOY84899TotalAssetsBOY
Total Assets EOY79805TotalAssetsEOY
Total Assets EOYFMV129756TotalAssetsEOYFMV
Accounts Payable EOY168AccountsPayableEOY
Total Liabilities EOY168TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY84899RetainedEarningsBOY
Retained Earnings EOY79637RetainedEarningsEOY
Total Net Assets BOY84899TotalNetAssetsBOY
Total Net Assets EOY79637TotalNetAssetsEOY
Total Liabilities Net Assets BOY84899TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY79805TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY84899TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-5262ExcessOfRevenueOverExpenses
Subtotal79637Subtotal
Total Net Assets Fund Balances EOY79637TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year16658QualifyingDistributionsYear1
Noncharitable Assets Year1112995NoncharitableAssetsYear1
Distribution Ratio Year10.058923DistributionRatioYear1
Qualifying Distributions Year28914QualifyingDistributionsYear2
Noncharitable Assets Year2132756NoncharitableAssetsYear2
Distribution Ratio Year20.067146DistributionRatioYear2
Qualifying Distributions Year38843QualifyingDistributionsYear3
Noncharitable Assets Year3155424NoncharitableAssetsYear3
Distribution Ratio Year30.056896DistributionRatioYear3
Qualifying Distributions Year46450QualifyingDistributionsYear4
Noncharitable Assets Year4112033NoncharitableAssetsYear4
Distribution Ratio Year40.057572DistributionRatioYear4
Qualifying Distributions Year54289QualifyingDistributionsYear5
Noncharitable Assets Year5110723NoncharitableAssetsYear5
Distribution Ratio Year50.038736DistributionRatioYear5
Total Distribution Ratio0.279273TotalDistributionRatio
Average Distribution Ratio0.055855AverageDistributionRatio
Net Noncharitable Assets125326NetNoncharitableAssets
Adjusted Noncharitable Assets7000AdjustedNoncharitableAssets
One Percent Net Investment Income35OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One7035AdjNonchrtblAssetsAndOnePct
Qualifying Distributions8717QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax35InvestmentIncomeExciseTax
Subtotal35Subtotal
Tax Based On Investment Income35TaxBasedOnInvestmentIncome
Tax Due35TaxDue
Amount Credited To Next Year0AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithALStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameJANE M HITCHCOCKBooksInCareOfPersonName
Books In Care Of Phone Number9319621060BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 400AddressLine1
CityWINCHESTERCity
StateTNState
ZIP Code37398ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingstrueBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JANE M HITCHCOCK
P O BOX 400WINCHESTERTN37398PRESIDENT4.0020001660
WILLIAM HENRY AGEE
P O BOX 400WINCHESTERTN37398SEC/TREAS1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities108276AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances18959AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets127235TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets127235AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1909CashDeemedCharitable
Net Noncharitable Assets125326NetNoncharitableAssets
Minimum Investment Return6266MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return6266MinimumInvestmentReturn
Tax Based On Investment Income35TaxBasedOnInvestmentIncome
Total Tax35TotalTax
Distributable Amount Before Adj6231DistributableAmountBeforeAdj
Distributable Amount Before Ded6231DistributableAmountBeforeDed
Distributable Amount As Adjusted6231DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions8717ExpensesAndContributions
Qualifying Distributions8717QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm35OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions8682AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted6231DistributableAmountAsAdjusted
Excess Distri Carryover Year51708ExcessDistriCarryoverYear5
Excess Distri Carryover Year4910ExcessDistriCarryoverYear4
Excess Distri Carryover Year31154ExcessDistriCarryoverYear3
Excess Distri Carryover Year22319ExcessDistriCarryoverYear2
Excess Distri Carryover Year11110ExcessDistriCarryoverYear1
Total Excess Distri Carryover7201TotalExcessDistriCarryover
Qualifying Distributions8717QualifyingDistributions
Applied To Current Year6231AppliedToCurrentYear
Remaining Distri From Corpus2486RemainingDistriFromCorpus
Total Corpus9687TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year51708ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year7979ExcessDistriCyovToNextYear
Excess From Year4910ExcessFromYear4
Excess From Year31154ExcessFromYear3
Excess From Year22319ExcessFromYear2
Excess From Year11110ExcessFromYear1
Excess From Current Year2486ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodePurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
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 CHURH OF MARIN
P O BOX 2561SAN ANSELMACA94979CHRISTIAN MINISTRY$1,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year6000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$9ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$3,596ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$3,605ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA3605TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategory
Amount$500Amount
Disbursements Charitable Prps500DisbursementsCharitablePrps

Compensation Explanation CompensationExplanation

Compensation Compensation (2 entries)

JANE M HITCHCOCK
WILLIAM HENRY AGEE

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (10 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
100 SHARES IBM943514676
400 SHARES INTL PAPER573910896
400 SHARES MICROSOFT877811164
115 SHARES MERCK AND CO2734145
200 SHARES PROCTOR & GAMBLE806712866
97 SHARES PROCTER & GAMBLE56916240
150 SHARES REGIONS FINANCIAL56601050
2 SHARES J M SMUCKER64131
1,000 SHARES SOUTHERN COMPANY1475338230
200 SHARES 3M COMPANY824717260

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncome
EXPENSES
BROKERAGE FEE150150

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFORM 990PFCategory
Amount$51Amount
Disbursements Charitable Prps51DisbursementsCharitablePrps

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