THE GLEN & CARMEL MITCHELL FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE GLEN & CARMEL MITCHELL FOUNDATION (EIN 75-2814804)
Tax period
2016-07-01 to 2017-06-30
Filed
2017-10-25
IRS object ID
201702989349100005
Schema version
2016v3.0
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)
Return2017-10-25T12:29:21-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN274197566PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MESCH MCBRIDE 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 Begin2016-07-01TaxPeriodBeginDt

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
Signature2017-10-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRED MESCHPreparerPersonNm
PTINP00278929PTIN
Phone8177101500PhoneNum
Preparation2017-10-25PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdBD55BCBAF3C68CDF1F389F5BA574DD8D29DEB7E8AtSubmissionCreationDeviceId
At Submission Filing Device Id671B9EC4C790B311AA1E9F13F110E1F7F4B6ADB2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$18,222FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$28,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$28,002TotalRevAndExpnssAmt
Total Net Invst Incm$2TotalNetInvstIncmAmt
Total Adj Net Incm$2TotalAdjNetIncmAmt
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$23,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$23,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$23,350TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$23,350TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,652ExcessRevenueOverExpensesAmt
Net Investment Income$2NetInvestmentIncomeAmt
Adjusted Net Income$2AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$13,570SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$18,222SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$18,222SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$13,570TotalAssetsBOYAmt
Total Assets EOY$18,222TotalAssetsEOYAmt
Total Assets EOYFMV$18,222TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$13,570RetainedEarningBOYAmt
Retained Earning EOY$18,222RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,570TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$18,222TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,570TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$18,222TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,570TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,652ExcessRevenueOverExpensesAmt
Subtotal$18,222SubtotalAmt
Tot Net Ast Or Fund Balances EOY$18,222TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$24,245AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,065NetVlNoncharitableAssetsYr1Amt
Distribution Yr15.964330DistributionYr1Rt
Adjusted Qlfy Distri Yr2$26,750AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,190NetVlNoncharitableAssetsYr2Amt
Distribution Yr26.384248DistributionYr2Rt
Adjusted Qlfy Distri Yr3$18,486AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,545NetVlNoncharitableAssetsYr3Amt
Distribution Yr34.067327DistributionYr3Rt
Adjusted Qlfy Distri Yr4$26,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,755NetVlNoncharitableAssetsYr4Amt
Distribution Yr45.573081DistributionYr4Rt
Adjusted Qlfy Distri Yr5$26,496AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,115NetVlNoncharitableAssetsYr5Amt
Distribution Yr58.505939DistributionYr5Rt
Total Distribution30.494925TotalDistributionRt
Average Distribution6.098985AverageDistributionRt
Net Vl Noncharitable Assets$11,354NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$69,248AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$69,248AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$23,350QualifyingDistributionsAmt

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

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$11,527AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,527TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$11,527AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$173CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,354NetVlNoncharitableAssetsAmt
Minimum Investment Return$568MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$568MinimumInvestmentReturnAmt
Distributable Before Adj$568DistributableBeforeAdjAmt
Distributable Before Ded$568DistributableBeforeDedAmt
Distributable As Adjusted$568DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$23,350ExpensesAndContributionsAmt
Qualifying Distributions$23,350QualifyingDistributionsAmt
Adjusted Qualifying Distri$23,350AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$568DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$26,340ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$26,262ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$18,259ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$26,540ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$24,042ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$121,443TotalExcessDistributionCyovAmt
Qualifying Distributions$23,350QualifyingDistributionsAmt
Applied To Current Year$568AppliedToCurrentYearAmt
Remaining Distri From Corpus$22,782RemainingDistriFromCorpusAmt
Total Corpus$144,225TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$26,340ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$117,885ExcessDistriCyovToNextYrAmt
Excess From Year4$26,262ExcessFromYear4Amt
Excess From Year3$18,259ExcessFromYear3Amt
Excess From Year2$26,540ExcessFromYear2Amt
Excess From Year1$24,042ExcessFromYear1Amt
Excess From Current Year$22,782ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
COMMEMORATIVE AIR FORCE
PO BOX 62000MIDLANDTX79711CHARITY$100
CIVIL WAR TRUST
1140 PROFESSIONAL COURTHAGERSTOWNMD21740CHARITY$100
THE USO
PO BOX 96860WASHINGTONDC20077CHARITY$550
WINDSOR SYMPHONY ORCHESTRA
PO BOX 470189FORT WORTHTX76147CHARITY$8,500
MALTZ JUPITER THEATER
1001 E INDIANTOWN ROADJUPITERFL334775110CHARITY$5,000
ARSENAL OF DEMOCRACY
2425 WILSON BLVDARLINGTONVA22201CHARITY$1,000
JUPITER MEDICAL CENTER FOUNDATION
1210 SOUTH OLD DIXIE HIGHJUPITERFL33458CHARITY$4,000BUILDING EAST 1002
SPECIAL OLYMICS
1915 DON WICKHAM DRIVECLERMONTFL34711CHARITY$250
FAIRLAWN CEMETERY INC
1123 EAST 6TH AVENUESTILLWATEROK74074CHARITY$500
STOP CHILDREN'S CANCER
2622 NW 43RD ST B3GAINESVILLEFL32606CHARITY$400
AMERICANS FOR PROSPERITY
1310 N COURTHOUSE RDARLINGTONVA22201CHARITY$500SUITE 700
CLOUD RIDGE NATURALISTS
8297 OVERLAND ROADWARDCO80481CHARITY$100
FOOD FOR THOUGHT
132 MARKET STSANTA ROSA BEACHFL32459CHARITY$500
BETHEL COMMUNITY TRANSFORMATION
8801 WOODWARD AVEDETROITMI48202CHARITY$1,500
HELPING ORPHANS WORLDWIDE
2401 WHITE AVENUENASHVILLETN37212CHARITY$350
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$23,350TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2TotalIncomeProducingActyAmt

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$28,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

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