THE GLEN & CARMEL MITCHELL FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: THE GLEN & CARMEL MITCHELL FOUNDATION (EIN 75-2814804)
Tax period: 2013-07-01 to 2014-06-30
Filed: 2014-11-10
IRS object ID: 201433149349100223
Schema version: 2013v3.1
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
Form 990-PF
Schedule B
Compensation Explanation

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-11-10T11:59:48-06:00	ReturnTs
Tax Period End	2014-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	274197566	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MESCH MCBRIDE PLLC	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3100 WEST 7TH STREET SUITE 330	AddressLine1
City	FORT WORTH	City
State	TX	State
ZIP Code	761072711	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2013-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	752814804	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE GLEN & CARMEL MITCHELL	BusinessNameLine1
Business Name Line2	FOUNDATION	BusinessNameLine2

Field	Value	IRS element (for citing)
Business Name Control	GLEN	BusinessNameControlTxt
Phone	8177101500	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3100 WEST 7TH STREET	AddressLine1
Address Line2	ROOM/SUITE 330	AddressLine2
City	FORT WORTH	City
State	TX	State
ZIP Code	761072796	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	GLEN MITCHELL	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	8177101500	PhoneNum
Signature	2014-10-17	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	FRED MESCH	PreparerPersonNm
PTIN	P00278929	PTIN
Phone	8177101500	PhoneNum
Preparation	2014-11-10	PreparationDt

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-12-30 17:16:21Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$0	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$18,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$3	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$3	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$3	InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss	$18,003	TotalRevAndExpnssAmt
Total Net Invst Incm	$3	TotalNetInvstIncmAmt
Total Adj Net Incm	$3	TotalAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss	$0	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$18,486	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$18,486	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$18,486	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$18,486	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$483	ExcessRevenueOverExpensesAmt
Net Investment Income	$3	NetInvestmentIncomeAmt
Adjusted Net Income	$3	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$12,581	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$12,098	SavAndTempCashInvstEOYAmt
Total Assets BOY	$12,581	TotalAssetsBOYAmt
Total Assets EOY	$12,098	TotalAssetsEOYAmt
Total Assets EOYFMV	$0	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Retained Earning BOY	$12,581	RetainedEarningBOYAmt
Retained Earning EOY	$12,098	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$12,581	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$12,098	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$12,581	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$12,098	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$12,581	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$483	ExcessRevenueOverExpensesAmt
Subtotal	$12,098	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$12,098	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$26,500	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$4,755	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	5.573081	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$26,496	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$3,115	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	8.505939	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$31,777	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$5,835	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	5.445930	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$33,300	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$3,731	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	8.925221	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$40,245	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$6,328	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	6.359829	DistributionYr5Rt
Total Distribution	34.810000	TotalDistributionRt
Average Distribution	6.962000	AverageDistributionRt
Net Vl Noncharitable Assets	$4,545	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$31,642	AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct	$31,642	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$18,486	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	TX	OrgReportOrRegisterStateCd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (true)	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	MESCH MCBRIDE PLLC	BusinessNameLine1

Field	Value	IRS element (for citing)
Phone	8177101500	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	3100 WEST 7TH STREET	AddressLine1
Address Line2	SUITE 330	AddressLine2
City	FORT WORTH	City
State	TX	State
ZIP Code	761072796	ZIPCode

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
GLEN B MITCHELL
717 PUTTER DRIVE	FORT WORTH	TX	761121039	DIR. PART-TI	10.00	$0	$0	$0
CARMEL A MITCHELL
717 PUTTER DRIVE	FORT WORTH	TX	761121039	DIR. PART-TI	10.00	$0	$0	$0
FREDERICK P MESCH
3100 WEST 7TH STREET SUITE 330	FORT WORTH	TX	761072796	DIR. PART-TI	2.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$4,614	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$4,614	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$4,614	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$69	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$4,545	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$227	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$227	MinimumInvestmentReturnAmt
Distributable Before Adj	$227	DistributableBeforeAdjAmt
Distributable Before Ded	$227	DistributableBeforeDedAmt
Distributable As Adjusted	$227	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$18,486	ExpensesAndContributionsAmt
Qualifying Distributions	$18,486	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$18,486	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$227	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4	$33,113	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$31,485	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$26,340	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$26,262	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$117,200	TotalExcessDistributionCyovAmt
Qualifying Distributions	$18,486	QualifyingDistributionsAmt
Applied To Current Year	$227	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$18,259	RemainingDistriFromCorpusAmt
Total Corpus	$135,459	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$135,459	ExcessDistriCyovToNextYrAmt
Excess From Year4	$33,113	ExcessFromYear4Amt
Excess From Year3	$31,485	ExcessFromYear3Amt
Excess From Year2	$26,340	ExcessFromYear2Amt
Excess From Year1	$26,262	ExcessFromYear1Amt
Excess From Current Year	$18,259	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	GLEN CARMEL MITCHELL	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2	Address Line1RecipientUSAddress/AddressLine1	Address Line2RecipientUSAddress/AddressLine2	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
NATIONAL PARKS CONSERVATION
ASSOCIATION	1300 19TH STREET NW	SUITE 300	WASHINGTON	DC	20036	CHARITY	$300
OSU FOUNDATION
	400 SOUTH MONROE	PO BOX 1749	STILLWATER	OK	740761749	DR MITCHELL ENDOWED SCHOLARSHIP FUND	$10,000
MICHIGAN OPERA THEATRE
	1526 BROADWAY STREET		DETROIT	MI	48226	CHARITY	$1,000
THE ARC PALM BEACH COUNTY
	1201 AUSTRALIAN AVENUE		RIVIERA BEACH	FL	334046635	CHARITY	$750
THE NATURE CONSERVATORY
	4245 NORTH FIARFAX DRIVE	SUITE 100	ARLINGTON	VA	222031606	CHARITY	$300
JUDICIAL WATCH
	425 3RD STREET SW	SUITE 800	WASHINGTON	DC	20024	CHARITY	$200
WRCJ
	123 SELDEN STREET		DETROIT	MI	48201	CHARITY	$500
MALTZ JUPITER THEATRE
	1001 E INDIANTOWN ROAD		JUPITER	FL	334775110	CHARITY	$3,816
TOYS FOR TOTS
	6745 GREENACRES DRIVE		NORTH RICHLAND HILLS	TX	76182	CHARITY	$300
THE HERITAGE FOUNDATION
	214 MASSACHUSETTS AVE NE		WASHINGTON	DC	200024999	CHARITY	$100
CAPE ELEUTHERA FOUNDATION
	PO BOX 6008		LAWRENCEVILLE	NJ	08648	CHARITY	$100
ADMIRAL NIMITIZ FOUNDATION
	328 EAST MAIN STREET		FREDERICKSBURG	TX	78624	CHARITY	$100
STILLWATER PIONEER ATHLETE MEMORIAL
	PO BOX 351		STILLWATER	OK	74076	CHARITY	$500
WOUNDED WARRIOR PROJECT
	4899 BELFORT ROAD		JACKSONVILLE	FL	32256	CHARITY	$300
SMITHSONIAN
	PO BOX 37012		WASHINGTON	DC	200137012	CHARITY	$120
MARINE CORP HERITAGE FOUNDATION
	3800 FETTLER PARK DRIVE	SUITE 104	DUMFRIES	VA	22025	CHARITY	$100

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$18,486	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$3	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$3	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$3	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	GLEN CARMEL MITCHELL	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	3100 WEST 7TH STREET SUITE 330	AddressLine1
City	FORT WORTH	City
State	TX	State
ZIP Code	761072796	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	$18,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (3 entries)

GLEN B MITCHELL
CARMEL A MITCHELL
FREDERICK P MESCH

THE GLEN & CARMEL MITCHELL FOUNDATION: Form 990PF, tax year 2013

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (3 entries)

Comments