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MITCHELL FAMILY CHARITABLE TRUST: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MITCHELL FAMILY CHARITABLE TRUST (EIN 84-4530062)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-02-01
IRS object ID
202340329349100409
Schema version
2022v4.1
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)
Return2023-02-01T11:44:48-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

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 TANGNE ROADAddressLine1Txt
CityNEWBERGCityNm
State AbbreviationORStateAbbreviationCd
ZIP97132ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBENSON C MITCHELLPersonNm
Person TitlePresidentPersonTitleTxt
Phone5037097380PhoneNum
Signature2023-02-01SignatureDt

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)
Tax2022TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,302,544FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Gross Rents Rev And Expnss$71,380GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$45,739GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$71,380NetRentalIncomeOrLossAmt
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$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$913TaxesRevAndExpnssAmt
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$876CashBOYAmt
Cash EOY$2,544CashEOYAmt
Cash EOYFMV$2,544CashEOYFMVAmt
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
Invst Land Cost Or Other Basis$1,300,000InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$72,650InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$1,252,991LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$1,227,605LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$1,300,000LandBldgInvestmentsEOYFMVAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,253,867TotalAssetsBOYAmt
Total Assets EOY$1,230,149TotalAssetsEOYAmt
Total Assets EOYFMV$1,302,544TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,255,536NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,229,990NoDonorRstrNetAssestsEOYAmt
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$24EsPenaltyAmt
Tax Due$660TaxDueAmt

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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Oren State UniversityEducational and Research Activities 25000 donatedDescription1Txt
Expenses1$0Expenses1Amt
Description2World Scholarship Fundproviding schlarship funds for children in Kenya 15000 donatedDescription2Txt
Expenses2$0Expenses2Amt
Description3First United Methodist Church Religous Organization 6450 donatedDescription3Txt
Expenses3$0Expenses3Amt
Description4LArch Home for menatlly and Physically hadicapped adults 5000 donatedDescription4Txt
Expenses4$0Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1Only investment income is rental property donated to the Trust and used to to generate funds donated to other charitiespublic service organizatioDescription1Txt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$30,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,300,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,330,000TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,330,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,950CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,310,050NetVlNoncharitableAssetsAmt
Minimum Investment Return$65,503MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$65,503MinimumInvestmentReturnAmt
Tax Based On Investment Income$636TaxBasedOnInvestmentIncomeAmt
Total Tax$636TotalTaxAmt
Distributable Before Adj$64,867DistributableBeforeAdjAmt
Distributable Before Ded$64,867DistributableBeforeDedAmt
Distributable As Adjusted$64,867DistributableAsAdjustedAmt

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$64,867DistributableAsAdjustedAmt
Qualifying Distributions$70,372QualifyingDistributionsAmt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$70,372AppliedToCurrentYearAmt
Undistributed Income CY-$5,505UndistributedIncomeCYAmt

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)
Contributing ManagerBEN KAYDA MITCHELLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
World Scholarship Fund
9120 SW Quint TerraceNewbergOR97132POFScholarships$15,000
Ll'Arche Portland
P O Box 42428PortlandOR97242POFSupport Handicapped Adults$5,000
First United Methodist Church
1205 Deborah RoadNewbergOR97132EOFReligous$6,450
Friends of Netarts Bay
P O Box 152NetartsOR97143POFEducation$5,000
Oregon State University
4238 S W Research WayCorvallisOR97333POFEdicatop$25,000
Oregon Public Broadcasting
7140 S Macadam AvenuePortlandOR97219PCPublicd Broadcasting$4,000
Newberg fish
125 S Elliot RoadNewbergOR97132POFSocial Services$4,000
All Other Donations
VariousNewbergOR97132POFVarious Donations$5,922
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$70,372TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion02ExclusionCd

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonBENSON C MITCHELLContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line114875 NE Tangnen RoadAddressLine1Txt
CityNewbergCityNm
State AbbreviationORStateAbbreviationCd
ZIP97132ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

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$47,009PriorYearDepreciationAmt
Computation MethodMACSComputationMethodTxt
Life39.000000000000LifeRt
Current Year Expense$25,641CurrentYearExpenseAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemCommercail Bldg Kearney NCategoryOrItemTxt
Cost Or Other Basis$1,300,000CostOrOtherBasisAmt
Accumulated Depreciation$72,650AccumulatedDepreciationAmt
Book Value$1,227,605BookValueAmt
EOYFMV$1,300,000EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
Taxes Paid$863
Filing Fees$50

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