MITCHELL SCHOOL PARENT TEACHER COUNCIL TRUST: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MITCHELL SCHOOL PARENT TEACHER COUNCIL TRUST (EIN 04-3407432)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-07-18
IRS object ID
202211999349100701
Schema version
2021v4.0
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)
Return2022-07-18T09:29:03-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261399491PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERIK C THOMAS CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 PEARL STREET SUITE 1AddressLine1Txt
CityDEDHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02026ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043407432EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MITCHELL SCHOOL PARENT TEACHERBusinessNameLine1Txt
Business Name Line2COUNCIL TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMITCBusinessNameControlTxt
Phone7814550466PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1187 BROOKLINE STREETAddressLine1Txt
CityNEEDHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02492ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJESSICA CLAYSONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7814550466PhoneNum
Signature2022-07-05SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJESSICAPersonFirstNm
Person LastCLAYSONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIK C THOMAS CPAPreparerPersonNm
PTINP01209899PTIN
Phone7813291040PhoneNum
Preparation2022-07-05PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$51,816FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$60,462ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$4InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$60,466TotalRevAndExpnssAmt
Total Net Invst Incm$4TotalNetInvstIncmAmt
Total Adj Net Incm$4TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$460AccountingFeesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$9,333DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$3,802OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$13,595TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$38,748ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$38,748ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$52,343TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$38,748TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,123ExcessRevenueOverExpensesAmt
Net Investment Income$4NetInvestmentIncomeAmt
Adjusted Net Income$4AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$43,693CashBOYAmt
Cash EOY$51,816CashEOYAmt
Cash EOYFMV$51,816CashEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$9,333LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$9,333LandBldgEquipAccumDeprecAmt
Total Assets BOY$43,693TotalAssetsBOYAmt
Total Assets EOY$51,816TotalAssetsEOYAmt
Total Assets EOYFMV$51,816TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$43,693RetainedEarningBOYAmt
Retained Earning EOY$51,816RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$43,693TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$51,816TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$43,693TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$51,816TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$43,693TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,123ExcessRevenueOverExpensesAmt
Subtotal$51,816SubtotalAmt
Tot Net Ast Or Fund Balances EOY$51,816TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$70EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$70TotalPaymentsAndCreditsAmt
Overpayment$70OverpaymentAmt
Applied To ES Tax$70AppliedToESTaxAmt

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
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.MITCHELLPTC.ORGWebsiteAddressTxt
Individual With BooksJESSICA CLAYSONIndividualWithBooksNm
Phone7814550466PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1167 TOWER AVEAddressLine1Txt
CityNEEDHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02494ZIPCd
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 HoldingsfalseBusinessHoldingsInd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALLISON LESCHINSKI
157 PAUL REVERE ROADNEEDHAMMA02494CO-PRESIDENT000.00$0$0$0
BRENDA SALAMONE
41 RAE AVENEEDHAMMA02492CO-PRESIDENT000.00$0$0$0
JESSICA CLAYSON
167 TOWER AVENEEDHAMMA02494TREASURER000.00$0$0$0
LINSEY LARSON
36 MORLEY STREETNEEDHAMMA02492SECRETARY000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1COMMUNITY ENHANCEMENT - TO PROVIDE A CHILD-SAFE ENVIRONMENT BY FUNDING AFTERSCHOOL PROGRAMS AND FUN EVENTS NOT FUNDED BY THE NEEDHAM TOWN BUDGET.Description1Txt
Expenses1$19,250Expenses1Amt
Description2CURRICULUM ENHANCEMENTS - TO PROVIDE ADDITIONAL SUPPORT FOR EDUCATIONAL ACTIVITIES DURING SCHOOL HOURS THAT HAVE BEEN CANCELLED DUE TO BUDGETARY CONSTRAINTS.Description2Txt
Expenses2$19,098Expenses2Amt
Description3CHARITABLE - TO PROVIDE GRANTS AND SCHOLARSHIPS TO OTHER CHARITABLE ORGANIZATIONS.Description3Txt
Expenses3$400Expenses3Amt

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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$51,816AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$51,816TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$51,816AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$777CashDeemedCharitableAmt
Net Vl Noncharitable Assets$51,039NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,552MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$38,748ExpensesAndContributionsAmt
Qualifying Distributions$38,748QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$38,748QualifyingDistributionsAmt
Remaining Distri From Corpus$38,748RemainingDistriFromCorpusAmt
Total Corpus$38,748TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$4CurrentYearAmt
Year1$25Year1Amt
Year2$17Year2Amt
Year3$67Year3Amt
Total$113TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$3CurrentYearAmt
Year1$21Year1Amt
Year2$14Year2Amt
Year3$57Year3Amt
Total$95TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$38,748CurrentYearAmt
Year1$30,278Year1Amt
Year2$58,460Year2Amt
Year3$66,527Year3Amt
Total$194,013TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$38,748CurrentYearAmt
Year1$30,278Year1Amt
Year2$58,460Year2Amt
Year3$66,527Year3Amt
Total$194,013TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$1,701CurrentYearAmt
Year1$1,470Year1Amt
Year2$1,505Year2Amt
Year3$1,477Year3Amt
Total$6,153TotalAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE MITCHELL SCHOOL PTCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1187 BROOKLINE STREETAddressLine1Txt
CityNEEDHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02494ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7814550466RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC FORMATFormAndInfoAndMaterialsTxt
Submission DeadlinesNO SPECIFIC DEADLINESSubmissionDeadlinesTxt
Restrictions On AwardsENHANCEMENT OF THE CURRICULUM AND COMMUNITY OF THE MITCHELL SCHOOL, A PUBLIC ELEMENTARY SCHOOL LOCATED IN THE TOWN OF NEEDHAM, MA.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MITCHELL SCHOOL
187 BROOKLINE STREETNEEDHAMMA02492PUBLIC SCHOOL501(C)(3)CURRICULUM ENHANCEMENT$19,098
MITCHELL SCHOOL
187 BROOKLINE STREETNEEDHAMMA02492PUBLIC SCHOOL501(C)(3)COMMUNITY ENHANCEMENT$19,250
MITCHELL SCHOOL
187 BROOKLINE STREETNEEDHAMMA02492PUBLIC SCHOOL501(C)(3)CHARITABLE$400
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$38,748TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4TotalIncomeProducingActyAmt

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)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$460Amt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertySHED/LABYRINTHPropertyDesc
Acquired2021-04-11AcquiredDt
Cost Or Other Basis$9,333CostOrOtherBasisAmt
Computation Method200DBComputationMethodTxt
Life7.0000LifeRt
Current Year Expense$9,333CurrentYearExpenseAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
INSURANCE$255
OFFICE SUPPLIES$3,547

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