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MITCHELL FAMILY CHARITABLE TRUST: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MITCHELL FAMILY CHARITABLE TRUST (EIN 84-4530062)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-02-07
IRS object ID
202430439349100423
Schema version
2023v4.0
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)
Return2024-02-07T16:25:45-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN844530062EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MITCHELL FAMILY CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Benson C MitchellInCareOfNm
Business Name ControlMITCBusinessNameControlTxt
Phone5037097380PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114875 NE TANGEN ROADAddressLine1Txt
CityNEWBERGCityNm
State AbbreviationORStateAbbreviationCd
ZIP97132ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBENSON C MITCHELLPersonNm
Person TitlePresidentPersonTitleTxt
Phone5037097380PhoneNum
Signature2024-02-07SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBENSONPersonFirstNm
Person LastMITCHELLPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer1TrustedCustomerCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,302,639FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Gross Rents Rev And Expnss$71,380GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$45,739GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$45,739NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$0NetGainSaleAstRevAndExpnssAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$71,380TotalRevAndExpnssAmt
Total Net Invst Incm$45,739TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$50OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$863TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$25,641DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$26,554TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$70,372ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$70,372ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$96,926TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$70,372TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$25,546ExcessRevenueOverExpensesAmt
Net Investment Income$45,739NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,544CashBOYAmt
Cash EOY$2,639CashEOYAmt
Cash EOYFMV$2,639CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land Bldg Equip Cost Or Other Bss$1,300,000LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$72,649LandBldgEquipAccumDeprecAmt
Land BOY$1,252,992LandBOYAmt
Land EOY$1,227,351LandEOYAmt
Land EOYFMV$1,300,000LandEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,255,536TotalAssetsBOYAmt
Total Assets EOY$1,229,990TotalAssetsEOYAmt
Total Assets EOYFMV$1,302,639TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,301,000CapitalStockBOYAmt
Capital Stock EOY$1,301,000CapitalStockEOYAmt
Retained Earning BOY-$45,464RetainedEarningBOYAmt
Retained Earning EOY-$71,010RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,255,536TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,229,990TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,255,536TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,229,990TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,255,536TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$25,546ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,229,990SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,229,990TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$636InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$636SubtotalAmt
Tax Based On Investment Income$636TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$31EsPenaltyAmt
Tax Due$667TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOROrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BENSON C MITCHELLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5037097380PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line114875 NE TANGENAddressLine1Txt
CityNEWBERGCityNm
State AbbreviationORStateAbbreviationCd
ZIP97132ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
BENSON C MITCHELL
14875 NE TANGEN RAOADNEWBERGOR97132PRESIDENT0.000$0
KAYDA J MITCHELL
14875 NE TANGEN ROADNEWBERGOR97132VICE PRESIDENT0.000$0
BARRY POST
16200 NE LEWIS ROAGERS LANENEWBERGOR97132SECRETARY0.000$0

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,301,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$35,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,336,000TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,336,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,040CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,315,960NetVlNoncharitableAssetsAmt
Minimum Investment Return$65,798MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$65,798MinimumInvestmentReturnAmt
Tax Based On Investment Income$636TaxBasedOnInvestmentIncomeAmt
Total Tax$636TotalTaxAmt
Distributable Before Adj$65,162DistributableBeforeAdjAmt
Distributable Before Ded$65,162DistributableBeforeDedAmt
Distributable As Adjusted$65,162DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$70,372ExpensesAndContributionsAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$70,372QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$65,162DistributableAsAdjustedAmt
Qualifying Distributions$70,372QualifyingDistributionsAmt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$70,372RemainingDistriFromCorpusAmt
Total Corpus$70,372TotalCorpusAmt
Undistributed Income CY$65,162UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$70,372ExcessDistriCyovToNextYrAmt
Excess From Current Year$70,372ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient Foundation StatusRecipientFoundationStatusTxt
OREGON STATE UNIVERSITY
4238 SW RESEARCH WAYCORVALLISOR97333REESEARCH AND EDUCATION$10,000
NORTHSIDE COMMUNITY CHURCH
1800 N HOSKINS STNEWBERGOR97132HOUSING AND FAMILY SUPPORT$10,000
WORLD SCHOLARSHIP INITIAIVE
2553 SE DOCE STPORTLANDOR97222THIRD WORLD EDUCATION GRANTS$10,000POF
WEBBS
P O BOX 152NETARTSOR97143EDUCATION$7,500POF
CHEHALEM CULTURAL CENTER
415 E SHERIDANNEWBERGOR97132EDUCATGION$7,500PC
NEWBERG FISH EMERGENCY
125-A ELLIOTT ROADNEWBERGOR97132FEDDING HUNGRY$4,000PC
OREGHON PUBLIC BROADCASTING
7140 S MACADAM AVEPORTLANDOR97219EDUCATIONAL PROGRAMMING$4,000PC
UNITED FIRST METHODIST CHURCH
DEGORAH ROADNEWBERGOR97132RELIGIOUS$4,400EOF
AMERICAN CANCER SOCIETY
P O BOX 8450PORTLANDOR97207RESEARCH$6,000PC
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$63,400TotalGrantOrContriPdDurYrAmt

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

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyCOMMERCIAL BUILDINGPropertyDesc
Acquired2021-02-07AcquiredDt
Cost Or Other Basis$1,000,000CostOrOtherBasisAmt
Prior Year Depreciation$72,650PriorYearDepreciationAmt
Computation MethodMACSComputationMethodTxt
Life39.000000000000LifeRt
Current Year Expense$25,641CurrentYearExpenseAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemcOIMMERCIAL bUILDINGCategoryOrItemTxt
Cost Or Other Basis$1,300,000CostOrOtherBasisAmt
Accumulated Depreciation$72,649AccumulatedDepreciationAmt
Book Value$1,227,351BookValueAmt
EOYFMV$1,300,000EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFILING FEESCategoryTxt
Amt$50Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
fEDERAL iNCOME tAX$650
STATE INCOME TAX$213

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