THE GLEN & CARMEL MITCHELL FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE GLEN & CARMEL MITCHELL FOUNDATION (EIN 75-2814804)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-01-22
IRS object ID
202020229349100702
Schema version
2018v3.2
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)
Return2020-01-22T13:03:04-06:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN274197566PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MESCH PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 TEXAS STREETAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76102ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752814804EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GLEN & CARMEL MITCHELLBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGLENBusinessNameControlTxt
Phone8177101500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 TEXAS STREET SUITE 100AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFREDERICK P MESCHPersonNm
Person TitleDIR. PART-TIMEPersonTitleTxt
Phone8177101500PhoneNum
Signature2020-01-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRED MESCHPreparerPersonNm
PTINP00278929PTIN
Phone8177101500PhoneNum
Preparation2020-01-22PreparationDt
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$19,023FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$30,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$39InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$39InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$39InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$30,039TotalRevAndExpnssAmt
Total Net Invst Incm$39TotalNetInvstIncmAmt
Total Adj Net Incm$39TotalAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$27,451ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$27,451ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$27,451TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$27,451TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,588ExcessRevenueOverExpensesAmt
Net Investment Income$39NetInvestmentIncomeAmt
Adjusted Net Income$39AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$16,435SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$19,023SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$19,023SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$16,435TotalAssetsBOYAmt
Total Assets EOY$19,023TotalAssetsEOYAmt
Total Assets EOYFMV$19,023TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$16,435RetainedEarningBOYAmt
Retained Earning EOY$19,023RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$16,435TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$19,023TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$16,435TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$19,023TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$16,435TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,588ExcessRevenueOverExpensesAmt
Subtotal$19,023SubtotalAmt
Tot Net Ast Or Fund Balances EOY$19,023TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$31,700AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$12,749NetVlNoncharitableAssetsYr1Amt
Distribution Yr12.486470DistributionYr1Rt
Adjusted Qlfy Distri Yr2$23,350AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$11,354NetVlNoncharitableAssetsYr2Amt
Distribution Yr22.056544DistributionYr2Rt
Adjusted Qlfy Distri Yr3$24,245AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,065NetVlNoncharitableAssetsYr3Amt
Distribution Yr35.964330DistributionYr3Rt
Adjusted Qlfy Distri Yr4$26,750AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,190NetVlNoncharitableAssetsYr4Amt
Distribution Yr46.384248DistributionYr4Rt
Adjusted Qlfy Distri Yr5$18,486AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,545NetVlNoncharitableAssetsYr5Amt
Distribution Yr54.067327DistributionYr5Rt
Total Distribution20.958919TotalDistributionRt
Average Distribution4.191784AverageDistributionRt
Net Vl Noncharitable Assets$13,044NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$54,678AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$54,678AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$27,451QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1InvestmentIncomeExciseTaxAmt
Subtotal$1SubtotalAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Tax Due$1TaxDueAmt

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 StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksFREDERICK P MESCHIndividualWithBooksNm
Phone8177101500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1600 TEXAS STREETAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76102ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GLEN B MITCHELL
717 PUTTER DRIVEFORT WORTHTX761121039DIR. PART-TI10.00$0$0$0
CARMEL A MITCHELL
717 PUTTER DRIVEFORT WORTHTX761121039DIR. PART-TI10.00$0$0$0
FREDERICK P MESCH
600 TEXAS STREETFORT WORTHTX76102DIR. PART-TI2.00$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,243AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,243TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$13,243AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$199CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,044NetVlNoncharitableAssetsAmt
Minimum Investment Return$652MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$652MinimumInvestmentReturnAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Total Tax$1TotalTaxAmt
Distributable Before Adj$651DistributableBeforeAdjAmt
Distributable Before Ded$651DistributableBeforeDedAmt
Distributable As Adjusted$651DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$27,451ExpensesAndContributionsAmt
Qualifying Distributions$27,451QualifyingDistributionsAmt
Adjusted Qualifying Distri$27,451AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$651DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$18,259ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$26,540ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$24,042ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$22,782ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$31,063ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$122,686TotalExcessDistributionCyovAmt
Qualifying Distributions$27,451QualifyingDistributionsAmt
Applied To Current Year$651AppliedToCurrentYearAmt
Remaining Distri From Corpus$26,800RemainingDistriFromCorpusAmt
Total Corpus$149,486TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$18,259ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$131,227ExcessDistriCyovToNextYrAmt
Excess From Year4$26,540ExcessFromYear4Amt
Excess From Year3$24,042ExcessFromYear3Amt
Excess From Year2$22,782ExcessFromYear2Amt
Excess From Year1$31,063ExcessFromYear1Amt
Excess From Current Year$26,800ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGLEN CARMEL MITCHELLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN BATTLEFIELD
1156 15TH ST NWSUITE 900WASHINGTONDC20005CHARITY$300
ADMIRAL NIMITZ FOUNDATION
311 E AUSTIN STFREDERICKSBURGTX78624CHARITY$950
ARSENAL OF DEMOCRACY
2425 WILSON BLVDARLINGTONVA22201CHARITY$500
BATTLESHIP TEXAS FOUNDATION
ONE RIVERWAYSUITE 2200HOUSTONTX77056CHARITY$600
BUSCH WILDLIFE SANCTUARY
2500 JUPITER PARK DRIVEJUPITERFL33458CHARITY$500
COLLINGS FOUNDATION
137 BARTON ROADPO BOX 248STOWMA01775CHARITY$200
CONSUMER REPORTS
101 TRUMAN AVEYONKERSNY10703CHARITY$50
EISENHOWER FOUNDATION
PO BOX 295ABILENEKS67410CHARITY$100
FAIRLAWN CEMETERY INC
1123 EAST 6TH AVENUESTILLWATEROK74074CHARITY$125
JUDICIAL WATCH
425 3RD STREET SWSUITE 800WASHINGTON DCDC20024CHARITY$350
JUPITER INLET LIGHTHOUSE MUSEUM
500 CAPTAIN ARMOURS WAYJUPITERFL33469CHARITY$500
JUPITER MEDICAL CENTER FOUNDATION
1210 SOUTH OLD DIXIE HIGHBUILDING EAST 1002JUPITERFL33458CHARITY$3,000
MALTZ JUPITER THEATER
1001 E INDIANTOWN ROADJUPITERFL33477CHARITY$5,000
NATIONAL PARKS CONSERVATION
777 6TH STREETWASHINGTON DCDC20001CHARITY$300
NATIONAL WWII MUSEUM
945 MAGAZINE STREETNEW ORLEANSLA70130CHARITY$200
OSU FOUNDATION
400 S MONROE STREETSTILLWATEROK74074CHARITY$500
PALM BEACH SYMPHONY
400 HIBISCUS STREETWEST PALM BEACHFL33401CHARITY$500
SEASON TO SHARE
2751 S DIXIE HWYWEST PALM BEACHFL33405CHARITY$2,000
SMITHSONIAN ADOPT A LIBRARY
PO BOX 37012 MRC 154WASHINGTONDC20013CHARITY$76
SOUTH FLORIDA PBS
3401 S CONGRESS AVEBOYNTON BEACHFL33426CHARITY$100
SPECIAL OLYMICS
1915 DON WICKHAM DRIVECLERMONTFL34711CHARITY$600
THE USO
PO BOX 96860WASHINGTONDC20077CHARITY$550
TOYS FOR TOTS
1331 WEST WALL STREETGRAPEVINETX76051CHARITY$600
WASP WWII MUSEUM
210 AVENGER FIELD RDSWEETWATERTX79556CHARITY$500
WINDSOR SYMPHONY ORCHESTRA
PO BOX 470189FORT WORTHTX76147CHARITY$8,500
WINGS OF HOPE
18370 WINGS OF HOPE BLVDST LOUISMO63005CHARITY$300
WWII VETERAN COMMITTEE
1100 N GLEBE ROADSUITE 910ARLINGTONVA22201CHARITY$450
WW I MUSEUM
2 MEMORIAL DRKANSAS CITYMO64108CHARITY$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$27,451TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$39ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$39ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$39TotalIncomeProducingActyAmt

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
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonGLEN CARMEL MITCHELLContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1600 TEXAS STREETAddressLine1Txt
Address Line2SUITE 100AddressLine2Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76102ZIPCd
FieldValueIRS element (for citing)
Total Contributions$30,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

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