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MITCHELL FAMILY CHARITABLE TRUST: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MITCHELL FAMILY CHARITABLE TRUST (EIN 84-4530062)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-01-31
IRS object ID
202540319349100819
Schema version
2024v5.0
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)
Return2025-01-31T16:39:18-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN844530062EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MITCHELL FAMILY CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Benson C MitchellInCareOfNm
Business Name ControlMITCBusinessNameControlTxt
Phone5037097380PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114875 NE TANGEN ROADAddressLine1Txt
CityNEWBERGCityNm
State AbbreviationORStateAbbreviationCd
ZIP97132ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBENSON C MITCHELLPersonNm
Person TitlePresidentPersonTitleTxt
Phone5037097380PhoneNum
Signature2025-01-31SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,306,555FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$71,380InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$39,593InterestOnSavNetInvstIncmAmt
Net Rental Income Or Loss$39,593NetRentalIncomeOrLossAmt
Total Rev And Expnss$71,380TotalRevAndExpnssAmt
Total Net Invst Incm$39,593TotalNetInvstIncmAmt
Taxes Rev And Expnss$1,516TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$25,671DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss$4,500OccupancyRevAndExpnssAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$31,787TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$61,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$61,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$93,587TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$61,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$22,207ExcessRevenueOverExpensesAmt
Net Investment Income$39,593NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,991CashBOYAmt
Cash EOY$6,555CashEOYAmt
Cash EOYFMV$6,555CashEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,300,000LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$123,963LandBldgEquipAccumDeprecAmt
Land BOY$1,201,709LandBOYAmt
Land EOY$1,176,038LandEOYAmt
Land EOYFMV$1,300,000LandEOYFMVAmt
Total Assets BOY$1,204,700TotalAssetsBOYAmt
Total Assets EOY$1,182,593TotalAssetsEOYAmt
Total Assets EOYFMV$1,306,555TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,204,700NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,182,593NoDonorRstrNetAssestsEOYAmt
Capital Stock BOY$1,301,000CapitalStockBOYAmt
Capital Stock EOY$1,301,000CapitalStockEOYAmt
Retained Earning BOY-$96,299RetainedEarningBOYAmt
Retained Earning EOY-$117,418RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,204,700TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,182,593TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,204,700TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,182,593TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,204,700TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$22,207ExcessRevenueOverExpensesAmt
Subtotal$1,182,493SubtotalAmt
Other Decreases$30OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,182,463TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$550InvestmentIncomeExciseTaxAmt
Subtotal$550SubtotalAmt
Tax Based On Investment Income$550TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$636EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$636TotalPaymentsAndCreditsAmt
Overpayment$86OverpaymentAmt
Refund$86RefundAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOROrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BENSON C MITCHELLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5037097380PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line114875 NE TANGENAddressLine1Txt
CityNEWBERGCityNm
State AbbreviationORStateAbbreviationCd
ZIP97132ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
BENSON C MITCHELL
14875 NE TANGEN RAOADNEWBERGOR97132PRESIDENT0.00$0
KAYDA J MITCHELL
14875 NE TANGEN ROADNEWBERGOR97132VICE PRESIDENT0.00$0
BARRY POST
16200 NE LEWIS ROAGERS LANENEWBERGOR97132SECRETARY0.00$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DONATION TO OREGON STATE UNIVERSITYDescription1Txt
Expenses1$10,000Expenses1Amt
Description2DONATION TO THE WORLD SCHNOLARSIP FUNDDescription2Txt
Expenses2$10,000Expenses2Amt
Description3DONATION TO THE NORTHSIDE COMMUNITY CHURCH IN SUPPART OF ITS SAFE FAMILIES PROGRAMDescription3Txt
Expenses3$11,000Expenses3Amt
Description4DONATION TO NETARTS WEBS EDUCATIONAL PROGRAMDescription4Txt
Expenses4$7,500Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$30,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,300,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,330,000TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,330,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,950CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,310,050NetVlNoncharitableAssetsAmt
Minimum Investment Return$65,503MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$65,503MinimumInvestmentReturnAmt
Tax Based On Investment Income$550TaxBasedOnInvestmentIncomeAmt
Total Tax$550TotalTaxAmt
Distributable Before Adj$64,953DistributableBeforeAdjAmt
Distributable Before Ded$64,953DistributableBeforeDedAmt
Distributable As Adjusted$64,953DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$61,800ExpensesAndContributionsAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$61,800QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$64,953DistributableAsAdjustedAmt
Qualifying Distributions$61,800QualifyingDistributionsAmt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$61,800RemainingDistriFromCorpusAmt
Total Corpus$61,800TotalCorpusAmt
Undistributed Income CY$64,953UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$61,800ExcessDistriCyovToNextYrAmt
Excess From Current Year$61,800ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBENSON ANDKAYDA MITCHELLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
OREGON STATE UNIVERSITY
4238 SW RESEARCH WAYCORVALLISOR97333RESEARCH AND EDUCATION$10,000
NORTHSIDE COMMUNITY CHURCH
1800 HOSKINS STNEWBERGOR97132IN SUPPORT OF THE SAFE FAMILIES PROGRAM$10,000
WORLD SCHOLARSHIP FUND
2553 SE DOCE STREETPORTLANDOR97222THIRD WORLD SCHOLARSHIP GRANTS$10,000
WEBS
P O BOX 152NETARTSOR97143EDUCATION$7,500
OREGON PUBLIC BROADCASTION
7140 S MACADAM AVEPORTLANDOR97219EDUCATIONAL PROGRAMMING$5,000
NEWBERG FISH EMERGENCY FUND
125-A ELLIOTT ROADNEWBERGOR97132FEEDING THE HUNGARY$5,000
CURE LUKEMIA
P O Box 6704HagerstownMD21741Research$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,000TotalGrantOrContriPdDurYrAmt

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

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyCOMMERCIAL BUI9LDINGPropertyDesc
Acquired2020-02-07AcquiredDt
Cost Or Other Basis$1,000,000CostOrOtherBasisAmt
Prior Year Depreciation$98,291PriorYearDepreciationAmt
Computation MethodMACRS SLComputationMethodTxt
Life39.000000000000LifeRt
Current Year Expense$25,671CurrentYearExpenseAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemCOMMERCIAL BUILDING KEARNEY NECategoryOrItemTxt
Cost Or Other Basis$1,300,000CostOrOtherBasisAmt
Accumulated Depreciation$123,963AccumulatedDepreciationAmt
Book Value$1,176,038BookValueAmt
EOYFMV$1,300,000EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescmiscDesc
Amt$30Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$100RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryInocme taxesCategoryTxt
Amt$1,516Amt

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