THE GLEN & CARMEL MITCHELL FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE GLEN & CARMEL MITCHELL FOUNDATION (EIN 75-2814804)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-10-12
IRS object ID
202002869349100810
Schema version
2019v5.0
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)
Return2020-10-12T14:16:20-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

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 Begin2019-07-01TaxPeriodBeginDt

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
Signature2020-10-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRED MESCHPreparerPersonNm
PTINP00278929PTIN
Phone8177101500PhoneNum
Preparation2020-10-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.182.195.98IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-12IPDt
IP Tm14:16:20IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB47449ECF6475080DA6BC382F963A38BFF9F8DD7AtSubmissionCreationDeviceId
At Submission Filing Device IdB47449ECF6475080DA6BC382F963A38BFF9F8DD7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,180FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$33,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$14InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$14InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$33,014TotalRevAndExpnssAmt
Total Net Invst Incm$14TotalNetInvstIncmAmt
Total Adj Net Incm$14TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$31OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$31TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$40,825ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$40,825ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$40,856TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$40,825TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,842ExcessRevenueOverExpensesAmt
Net Investment Income$14NetInvestmentIncomeAmt
Adjusted Net Income$14AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$1CashEOYAmt
Sav And Temp Cash Invst BOY$19,023SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,180SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,180SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$19,023TotalAssetsBOYAmt
Total Assets EOY$11,181TotalAssetsEOYAmt
Total Assets EOYFMV$11,180TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$19,023RetainedEarningBOYAmt
Retained Earning EOY$11,181RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$19,023TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,181TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$19,023TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,181TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$19,023TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,842ExcessRevenueOverExpensesAmt
Subtotal$11,181SubtotalAmt
Tot Net Ast Or Fund Balances EOY$11,181TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$27,451AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$13,044NetVlNoncharitableAssetsYr1Amt
Distribution Yr12.104492DistributionYr1Rt
Adjusted Qlfy Distri Yr2$31,700AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$12,749NetVlNoncharitableAssetsYr2Amt
Distribution Yr22.486470DistributionYr2Rt
Adjusted Qlfy Distri Yr3$23,350AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$11,354NetVlNoncharitableAssetsYr3Amt
Distribution Yr32.056544DistributionYr3Rt
Adjusted Qlfy Distri Yr4$24,245AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,065NetVlNoncharitableAssetsYr4Amt
Distribution Yr45.964330DistributionYr4Rt
Adjusted Qlfy Distri Yr5$26,750AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,190NetVlNoncharitableAssetsYr5Amt
Distribution Yr56.384248DistributionYr5Rt
Total Distribution18.996084TotalDistributionRt
Average Distribution3.799217AverageDistributionRt
Net Vl Noncharitable Assets$12,705NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$48,269AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$48,269AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$40,825QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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$12,898AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,898TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$12,898AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$193CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,705NetVlNoncharitableAssetsAmt
Minimum Investment Return$635MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$635MinimumInvestmentReturnAmt
Distributable Before Adj$635DistributableBeforeAdjAmt
Distributable Before Ded$635DistributableBeforeDedAmt
Distributable As Adjusted$635DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$40,825ExpensesAndContributionsAmt
Qualifying Distributions$40,825QualifyingDistributionsAmt
Adjusted Qualifying Distri$40,825AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$635DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$26,540ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$24,042ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$22,782ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$31,063ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$26,800ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$131,227TotalExcessDistributionCyovAmt
Qualifying Distributions$40,825QualifyingDistributionsAmt
Applied To Current Year$635AppliedToCurrentYearAmt
Remaining Distri From Corpus$40,190RemainingDistriFromCorpusAmt
Total Corpus$171,417TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$26,540ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$144,877ExcessDistriCyovToNextYrAmt
Excess From Year4$24,042ExcessFromYear4Amt
Excess From Year3$22,782ExcessFromYear3Amt
Excess From Year2$31,063ExcessFromYear2Amt
Excess From Year1$26,800ExcessFromYear1Amt
Excess From Current Year$40,190ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
AMERICAN BATTLEFIELD
1156 15TH ST NWSUITE 900WASHINGTONDC20005CHARITY$800
ADMIRAL NIMITZ FOUNDATION
311 E AUSTIN STFREDERICKSBURGTX78624CHARITY$100
FAIRLAWN CEMETERY INC
1123 EAST 6TH AVENUESTILLWATEROK74074CHARITY$825
JUDICIAL WATCH
425 3RD STREET SWSUITE 800WASHINGTON DCDC20024CHARITY$550
JUPITER MEDICAL CENTER FOUNDATION
1210 SOUTH OLD DIXIE HIGHBUILDING EAST 1002JUPITERFL33458CHARITY$4,000
MALTZ JUPITER THEATER
1001 E INDIANTOWN ROADJUPITERFL33477CHARITY$5,000
NATIONAL WWII MUSEUM
945 MAGAZINE STREETNEW ORLEANSLA70130CHARITY$500
OSU FOUNDATION
400 S MONROE STREETSTILLWATEROK74074CHARITY$12,500
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$300
SOUTH FLORIDA PBS
3401 S CONGRESS AVEBOYNTON BEACHFL33426CHARITY$200
SPECIAL OLYMICS
1915 DON WICKHAM DRIVECLERMONTFL34711CHARITY$600
THE USO
PO BOX 96860WASHINGTONDC20077CHARITY$600
TOYS FOR TOTS
1331 WEST WALL STREETGRAPEVINETX76051CHARITY$300
WINDSOR SYMPHONY ORCHESTRA
PO BOX 470189FORT WORTHTX76147CHARITY$8,500
MEDIA RESEARCH CENTER
1900 CAMPUS COMMONS DRIVESUITE 600RESTONVA20191CHARITY$550
NATIONAL PARKS CONSERVATION
777 9TH STREET NWSUITE 700WASHINGTON DCDC200013723CHARITY$600ASSOCIATION
THE LOXAHATCHEE GUILD
PO BOX 4544TEQUESTAFL334694544CHARITY$300
ST JUDE
262 DANNY THOMAS PLACEMEMPHISTN38105CHARITY$100
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242CHARITY$500
NATIONAL PARKS SERVICE
900 OHIO DRIVE SWWASHINGTON DCDC20024CHARITY$400
SONS OF THE AMERICAN REVOLUTION
809 WEST MAIN STREETLOUISVILLEKY402022619CHARITY$250FOUNDATION
HERITAGE ACTION FOR AMERICA
214 MASSACHUSETTS AVE NESUITE 400WASHINGTON DCDC20002CHARITY$100
THE HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWASHINGTON DCDC20002CHARITY$250
STILLWATER PIONEER ATHLETE MEMORIAL
3903 LAND RUN DRSTILLWATEROK74075CHARITY$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$40,825TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$14ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14TotalIncomeProducingActyAmt

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$33,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK CHARGES$31

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