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MITCHELL SCHOOL PARENT TEACHER COUNCIL TRUST: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MITCHELL SCHOOL PARENT TEACHER COUNCIL TRUST (EIN 04-3407432)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-06-21
IRS object ID
201931729349100508
Schema version
2018v3.1
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)
Return2019-06-21T14:19:40-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-06-04SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIK C THOMAS CPAPreparerPersonNm
PTINP01209899PTIN
Phone7813291040PhoneNum
Preparation2019-06-04PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.16.49IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-06-21IPDt
IP Tm14:19:40IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdCC70CB69349788BAE73736E6F3617F7207F5C4F9AtSubmissionCreationDeviceId
At Submission Filing Device Id5D0280A0F7BC3FECD0BDDAC7B68987F93B77BE44AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$45,789FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$70,666ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$67InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$67InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$67InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$70,733TotalRevAndExpnssAmt
Total Net Invst Incm$67TotalNetInvstIncmAmt
Total Adj Net Incm$67TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$400AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$2,167OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,567TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$66,527ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$66,527ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$69,094TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$66,527TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,639ExcessRevenueOverExpensesAmt
Net Investment Income$67NetInvestmentIncomeAmt
Adjusted Net Income$67AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$44,203CashBOYAmt
Cash EOY$45,842CashEOYAmt
Cash EOYFMV$45,789CashEOYFMVAmt
Total Assets BOY$44,203TotalAssetsBOYAmt
Total Assets EOY$45,842TotalAssetsEOYAmt
Total Assets EOYFMV$45,789TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$44,203RetainedEarningBOYAmt
Retained Earning EOY$45,842RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$44,203TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$45,842TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$44,203TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$45,842TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$44,203TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,639ExcessRevenueOverExpensesAmt
Subtotal$45,842SubtotalAmt
Tot Net Ast Or Fund Balances EOY$45,842TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$57,756AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$51,271NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.126485DistributionYr1Rt
Adjusted Qlfy Distri Yr2$47,148AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$58,706NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.803121DistributionYr2Rt
Adjusted Qlfy Distri Yr3$39,937AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$59,104NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.675707DistributionYr3Rt
Adjusted Qlfy Distri Yr4$55,021AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$42,420NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.297053DistributionYr4Rt
Adjusted Qlfy Distri Yr5$48,170AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$49,269NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.977694DistributionYr5Rt
Total Distribution4.880060TotalDistributionRt
Average Distribution0.976012AverageDistributionRt
Net Vl Noncharitable Assets$44,323NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$43,260AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$43,261AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$66,527QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1InvestmentIncomeExciseTaxAmt
Subtotal$1SubtotalAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$71EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$71TotalPaymentsAndCreditsAmt
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 FoundationfalsePrivateOperatingFoundationInd
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
MARY RICHMAN
749 GREAT PLAIN AVENEEDHAMMA02492CO-PRESIDENT000.00$0$0$0
RACHEL BUSBY
23 BOND STREETNEEDHAMMA02492CO-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$33,118Expenses1Amt
Description2CURRICULUM ENHANCEMENTS - TO PROVIDE ADDITIONAL SUPPORT FOR EDUCATIONAL ACTIVITIES DURING SCHOOL HOURS THAT HAVE BEEN CANCELLED DUE TO BUDGETARY CONSTRAINTS.Description2Txt
Expenses2$32,635Expenses2Amt
Description3CHARITABLE - TO PROVIDE GRANTS AND SCHOLARSHIPS TO OTHER CHARITABLE ORGANIZATIONS.Description3Txt
Expenses3$775Expenses3Amt

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$44,998AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$44,998TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$44,998AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$675CashDeemedCharitableAmt
Net Vl Noncharitable Assets$44,323NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,216MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,216MinimumInvestmentReturnAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Total Tax$1TotalTaxAmt
Distributable Before Adj$2,215DistributableBeforeAdjAmt
Distributable Before Ded$2,215DistributableBeforeDedAmt
Distributable As Adjusted$2,215DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$66,527ExpensesAndContributionsAmt
Qualifying Distributions$66,527QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$66,526AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,215DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$50,771ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$61,046ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$39,937ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$44,213ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$55,192ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$251,159TotalExcessDistributionCyovAmt
Qualifying Distributions$66,527QualifyingDistributionsAmt
Applied To Current Year$2,215AppliedToCurrentYearAmt
Remaining Distri From Corpus$64,312RemainingDistriFromCorpusAmt
Total Corpus$315,471TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$50,771ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$264,700ExcessDistriCyovToNextYrAmt
Excess From Year4$61,046ExcessFromYear4Amt
Excess From Year3$39,937ExcessFromYear3Amt
Excess From Year2$44,213ExcessFromYear2Amt
Excess From Year1$55,192ExcessFromYear1Amt
Excess From Current Year$64,312ExcessFromCurrentYearAmt

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$32,634
MITCHELL SCHOOL
187 BROOKLINE STREETNEEDHAMMA02492PUBLIC SCHOOL501(C)(3)COMMUNITY ENHANCEMENT$33,118
MITCHELL SCHOOL
187 BROOKLINE STREETNEEDHAMMA02492PUBLIC SCHOOL501(C)(3)CHARITABLE$775
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$66,527TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$67ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$67ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$67TotalIncomeProducingActyAmt

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 (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
INSURANCE$255
OFFICE SUPPLIES$180
SOFTWARE$1,403
STATE FILING FEES
WEBSITE$329

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