THE GLEN & CARMEL MITCHELL FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE GLEN & CARMEL MITCHELL FOUNDATION (EIN 75-2814804)
Tax period
2014-07-01 to 2015-06-30
Filed
2015-11-02
IRS object ID
201533069349100763
Schema version
2014v5.0
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)
Return2015-11-02T16:04:56-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

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 Line13100 WEST 7TH STREET SUITE 330AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP761072711ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

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 Line13100 WEST 7TH STREET STE 330AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP761072796ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGLEN MITCHELLPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8177101500PhoneNum
Signature2015-10-28SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRED MESCHPreparerPersonNm
PTINP00278929PTIN
Phone8177101500PhoneNum
Preparation2015-11-02PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
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$25,002TotalRevAndExpnssAmt
Total Net Invst Incm$2TotalNetInvstIncmAmt
Total Adj Net Incm$2TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$15OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$15TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$26,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$26,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$26,765TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$26,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,763ExcessRevenueOverExpensesAmt
Net Investment Income$2NetInvestmentIncomeAmt
Adjusted Net Income$2AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$12,098SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,335SavAndTempCashInvstEOYAmt
Total Assets BOY$12,098TotalAssetsBOYAmt
Total Assets EOY$10,335TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$12,098RetainedEarningBOYAmt
Retained Earning EOY$10,335RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$12,098TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,335TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,098TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,335TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,098TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,763ExcessRevenueOverExpensesAmt
Subtotal$10,335SubtotalAmt
Tot Net Ast Or Fund Balances EOY$10,335TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$18,486AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,545NetVlNoncharitableAssetsYr1Amt
Distribution Yr14.067327DistributionYr1Rt
Adjusted Qlfy Distri Yr2$26,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,755NetVlNoncharitableAssetsYr2Amt
Distribution Yr25.573081DistributionYr2Rt
Adjusted Qlfy Distri Yr3$26,496AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,115NetVlNoncharitableAssetsYr3Amt
Distribution Yr38.505939DistributionYr3Rt
Adjusted Qlfy Distri Yr4$31,777AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$5,835NetVlNoncharitableAssetsYr4Amt
Distribution Yr45.445930DistributionYr4Rt
Adjusted Qlfy Distri Yr5$33,300AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,731NetVlNoncharitableAssetsYr5Amt
Distribution Yr58.925221DistributionYr5Rt
Total Distribution32.517498TotalDistributionRt
Average Distribution6.503500AverageDistributionRt
Net Vl Noncharitable Assets$4,190NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$27,250AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$27,250AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$26,750QualifyingDistributionsAmt

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
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MESCH MCBRIDE PLLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8177101500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13100 WEST 7TH STREETAddressLine1Txt
Address Line2SUITE 330AddressLine2Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP761072796ZIPCd
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-TI2.00$0$0$0
CARMEL A MITCHELL
717 PUTTER DRIVEFORT WORTHTX761121039DIR. PART-TI2.00$0$0$0
FREDERICK P MESCH
3100 WEST 7TH STREET SUITE 330FORT WORTHTX761072796DIR. PART-TI1.00$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$4,254AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,254TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,254AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$64CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,190NetVlNoncharitableAssetsAmt
Minimum Investment Return$210MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$210MinimumInvestmentReturnAmt
Distributable Before Adj$210DistributableBeforeAdjAmt
Distributable Before Ded$210DistributableBeforeDedAmt
Distributable As Adjusted$210DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$26,750ExpensesAndContributionsAmt
Qualifying Distributions$26,750QualifyingDistributionsAmt
Adjusted Qualifying Distri$26,750AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$210DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$33,113ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$31,485ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$26,340ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$26,262ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$18,259ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$135,459TotalExcessDistributionCyovAmt
Qualifying Distributions$26,750QualifyingDistributionsAmt
Applied To Current Year$210AppliedToCurrentYearAmt
Remaining Distri From Corpus$26,540RemainingDistriFromCorpusAmt
Total Corpus$161,999TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$33,113ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$128,886ExcessDistriCyovToNextYrAmt
Excess From Year4$31,485ExcessFromYear4Amt
Excess From Year3$26,340ExcessFromYear3Amt
Excess From Year2$26,262ExcessFromYear2Amt
Excess From Year1$18,259ExcessFromYear1Amt
Excess From Current Year$26,540ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
OSU FOUNDATION
400 SOUTH MONROESTILLWATEROK740761749DR MITCHELL ENDOWED SCHOLARSHIP FUND$10,000
THE NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVEARLINGTONVA222031606CHARITY$300SUITE 100
JUDICIAL WATCH
425 3RD STREET SWWASHINGTONDC20024CHARITY$100SUITE 800
TOYS FOR TOTS
6745 GREENACRES DRIVENORTH RICHLAND HILLSTX76182CHARITY$300
THE HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWASHINGTONDC200024999CHARITY$200
WOUNDED WARRIOR PROJECT
4899 BELFORT ROADJACKSONVILLEFL32256CHARITY$200
SMITHSONIAN
PO BOX 37012WASHINGTONDC200137012CHARITY$300
MARINE CORP HERITAGE FOUNDATION
3800 FETTLER PARK DRIVEDUMFRIESVA22025CHARITY$100SUITE 104
BUSCH WILDLIFE SANCTUARY
2500 JUPITER PARK DRIVEJUPITERFL33458CHARITY$300
COMMEMORATIVE AIR FORCE
PO BOX 62000MIDLANDTX79711CHARITY$100
CIVIL WAR TRUST
1140 PROFESSIONAL COURTHAGERSTOWNMD21740CHARITY$50
ALS ASSOCIATION
1275 K STREET NWWASHINGTONDC20005CHARITY$1,000SUITE 250
FAIRLAWN CEMETERY
2700 N SHARTEL AVEOKLAHOMA CITYOK73103CHARITY$200
FLYING TIGERS HISTORICAL ORG
P O BOX 258GROVELANDCA95321CHARITY$250
FORGOTTEN HARVEST
21800 GREENFIELD RDOAK PARKMI48237CHARITY$500
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242CHARITY$150
WPB LIBRARY
411 CLEMATIS STREETWEST PALM BEACHFL33401CHARITY$300
PAWNEE BAND
615 DENVER STREETPAWNEEOK74058CHARITY$1,000
STILLWATER PIONEER ATHLETE MEMORIAL
PO BOX 351STILLWATEROK74076CHARITY$1,000
THE USO
PO BOX 96860WASHINGTONDC20077CHARITY$100
WINDSOR SYMPHONY ORCHESTRA
PO BOX 470189FORT WORTHTX76147CHARITY$10,000
NATIONAL PARKS CONSERVATION
1300 19TH STREET NWWASHINGTONDC20036CHARITY$300SUITE 300ASSOCIATION
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$26,750TotalGrantOrContriPdDurYrAmt

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK CHARGES$15

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.