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MITCHELL SCHOOL PARENT TEACHER COUNCIL TRUST: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MITCHELL SCHOOL PARENT TEACHER COUNCIL TRUST (EIN 04-3407432)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-02
IRS object ID
202041849349101089
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)
Return2020-07-02T15:56:59-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Line1969 MAIN ST UNIT B1AddressLine1Txt
CityWALPOLECityNm
State AbbreviationMAStateAbbreviationCd
ZIP020812972ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-06-29SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIK C THOMAS CPAPreparerPersonNm
PTINP01209899PTIN
Phone7813291040PhoneNum
Preparation2020-06-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address52.37.240.203IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-02IPDt
IP Tm15:56:59IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id206B3096BD55242E0B438F4A09D99992099C02EAAtSubmissionCreationDeviceId
At Submission Filing Device Id08FCC37517E7B4783C1EBC1997A4948250DF0DD1AtSubmissionFilingDeviceId
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$45,832FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$60,370ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$17InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$17InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$17InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$60,387TotalRevAndExpnssAmt
Total Net Invst Incm$17TotalNetInvstIncmAmt
Total Adj Net Incm$17TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$400AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$1,537OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,937TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$58,460ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$58,460ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$60,397TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$58,460TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10ExcessRevenueOverExpensesAmt
Net Investment Income$17NetInvestmentIncomeAmt
Adjusted Net Income$17AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$45,842CashBOYAmt
Cash EOY$45,832CashEOYAmt
Cash EOYFMV$45,832CashEOYFMVAmt
Total Assets BOY$45,842TotalAssetsBOYAmt
Total Assets EOY$45,832TotalAssetsEOYAmt
Total Assets EOYFMV$45,832TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$45,842RetainedEarningBOYAmt
Retained Earning EOY$45,832RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$45,842TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$45,832TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$45,842TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$45,832TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$45,842TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10ExcessRevenueOverExpensesAmt
Subtotal$45,832SubtotalAmt
Tot Net Ast Or Fund Balances EOY$45,832TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$66,526AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$44,323NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.500936DistributionYr1Rt
Adjusted Qlfy Distri Yr2$57,756AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$51,271NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.126485DistributionYr2Rt
Adjusted Qlfy Distri Yr3$47,148AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$58,706NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.803121DistributionYr3Rt
Adjusted Qlfy Distri Yr4$39,937AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$59,104NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.675707DistributionYr4Rt
Adjusted Qlfy Distri Yr5$55,021AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$42,420NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.297053DistributionYr5Rt
Total Distribution5.403302TotalDistributionRt
Average Distribution1.080660AverageDistributionRt
Net Vl Noncharitable Assets$45,145NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$48,786AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$48,786AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$58,460QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
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$27,230Expenses1Amt
Description2CURRICULUM ENHANCEMENTS - TO PROVIDE ADDITIONAL SUPPORT FOR EDUCATIONAL ACTIVITIES DURING SCHOOL HOURS THAT HAVE BEEN CANCELLED DUE TO BUDGETARY CONSTRAINTS.Description2Txt
Expenses2$30,255Expenses2Amt
Description3CHARITABLE - TO PROVIDE GRANTS AND SCHOLARSHIPS TO OTHER CHARITABLE ORGANIZATIONS.Description3Txt
Expenses3$975Expenses3Amt

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$45,832AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$45,832TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$45,832AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$687CashDeemedCharitableAmt
Net Vl Noncharitable Assets$45,145NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,257MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

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

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$58,460ExpensesAndContributionsAmt
Qualifying Distributions$58,460QualifyingDistributionsAmt
Adjusted Qualifying Distri$58,460AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$58,460QualifyingDistributionsAmt
Remaining Distri From Corpus$58,460RemainingDistriFromCorpusAmt
Total Corpus$58,460TotalCorpusAmt

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$17CurrentYearAmt
Year1$67Year1Amt
Year2$16Year2Amt
Year3$22Year3Amt
Total$122TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$14CurrentYearAmt
Year1$57Year1Amt
Year2$14Year2Amt
Year3$19Year3Amt
Total$104TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$58,460CurrentYearAmt
Year1$66,527Year1Amt
Year2$57,756Year2Amt
Year3$47,148Year3Amt
Total$229,891TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$58,460CurrentYearAmt
Year1$66,527Year1Amt
Year2$57,756Year2Amt
Year3$47,148Year3Amt
Total$229,891TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$1,505CurrentYearAmt
Year1$1,477Year1Amt
Year2$1,709Year2Amt
Year3$1,957Year3Amt
Total$6,648TotalAmt

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$30,255
MITCHELL SCHOOL
187 BROOKLINE STREETNEEDHAMMA02492PUBLIC SCHOOL501(C)(3)COMMUNITY ENHANCEMENT$27,230
MITCHELL SCHOOL
187 BROOKLINE STREETNEEDHAMMA02492PUBLIC SCHOOL501(C)(3)CHARITABLE$975
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$58,460TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$17ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17TotalIncomeProducingActyAmt

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$400Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
INSURANCE$255
OFFICE SUPPLIES$198
SOFTWARE$745
WEBSITE$339

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