THE GLEN & CARMEL MITCHELL FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: THE GLEN & CARMEL MITCHELL FOUNDATION (EIN 75-2814804)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2013-11-01
IRS object ID: 201303059349100310
Schema version: 2012v2.3
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
Other Increases Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-11-01T15:36:00-05:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

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	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	752814804	EIN

Name Name

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)
Name Control	GLEN	NameControl
Phone	8177101500	Phone

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

Officer Officer

Field	Value	IRS element (for citing)
Name	GLEN MITCHELL	Name
Title	DIRECTOR	Title
Phone	8177101500	Phone
Date Signed	2013-10-30	DateSigned
Authorize Third Party	false	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	FRED MESCH	Name
Phone	8177101500	Phone
Date Prepared	2013-11-01	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-12-30 17:16:21Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	0	FMVAssetsEOY
Method Of Accounting Accrual	X	MethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	33830	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	3	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	3	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	3	InterestOnSavingsAdjNetIncm
Total Revenue And Expenses	33833	TotalRevenueAndExpenses
Total Net Investment Income	3	TotalNetInvestmentIncome
Total Adjusted Net Income	3	TotalAdjustedNetIncome
Tot Opr Expenses Rev And Expnss	0	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	26500	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	26500	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	26500	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	26500	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	7333	ExcessOfRevenueOverExpenses
Net Investment Income	3	NetInvestmentIncome
Adjusted Net Income	3	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	5247	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	12581	SavingsAndTempCashInvstEOY
Total Assets BOY	5247	TotalAssetsBOY
Total Assets EOY	12581	TotalAssetsEOY
Total Assets EOYFMV	0	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	5247	RetainedEarningsBOY
Retained Earnings EOY	12581	RetainedEarningsEOY
Total Net Assets BOY	5247	TotalNetAssetsBOY
Total Net Assets EOY	12581	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	5247	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	12581	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	5247	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	7333	ExcessOfRevenueOverExpenses
Other Increases	1	OtherIncreases
Subtotal	12581	Subtotal
Total Net Assets Fund Balances EOY	12581	TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	26496	QualifyingDistributionsYear1
Noncharitable Assets Year1	3115	NoncharitableAssetsYear1
Distribution Ratio Year1	8.505939	DistributionRatioYear1
Qualifying Distributions Year2	31777	QualifyingDistributionsYear2
Noncharitable Assets Year2	5835	NoncharitableAssetsYear2
Distribution Ratio Year2	5.445930	DistributionRatioYear2
Qualifying Distributions Year3	33300	QualifyingDistributionsYear3
Noncharitable Assets Year3	3731	NoncharitableAssetsYear3
Distribution Ratio Year3	8.925221	DistributionRatioYear3
Qualifying Distributions Year4	40245	QualifyingDistributionsYear4
Noncharitable Assets Year4	6328	NoncharitableAssetsYear4
Distribution Ratio Year4	6.359829	DistributionRatioYear4
Qualifying Distributions Year5	49016	QualifyingDistributionsYear5
Noncharitable Assets Year5	7558	NoncharitableAssetsYear5
Distribution Ratio Year5	6.485314	DistributionRatioYear5
Total Distribution Ratio	35.722233	TotalDistributionRatio
Average Distribution Ratio	7.144447	AverageDistributionRatio
Net Noncharitable Assets	4755	NetNoncharitableAssets
Adjusted Noncharitable Assets	33972	AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One	33972	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	26500	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

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

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	TX	StatesFiledWith
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	true	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

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

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	8177101500	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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 Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
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 Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

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

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	0	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	4827	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	4827	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	4827	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	72	CashDeemedCharitable
Net Noncharitable Assets	4755	NetNoncharitableAssets
Minimum Investment Return	238	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	238	MinimumInvestmentReturn
Distributable Amount Before Adj	238	DistributableAmountBeforeAdj
Distributable Amount Before Ded	238	DistributableAmountBeforeDed
Distributable Amount As Adjusted	238	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	26500	ExpensesAndContributions
Qualifying Distributions	26500	QualifyingDistributions
Adj Qualifying Distributions	26500	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	238	DistributableAmountAsAdjusted
Excess Distri Carryover Year3	33113	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	31485	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	26340	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	90938	TotalExcessDistriCarryover
Qualifying Distributions	26500	QualifyingDistributions
Applied To Current Year	238	AppliedToCurrentYear
Remaining Distri From Corpus	26262	RemainingDistriFromCorpus
Total Corpus	117200	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	117200	ExcessDistriCyovToNextYear
Excess From Year3	33113	ExcessFromYear3
Excess From Year2	31485	ExcessFromYear2
Excess From Year1	26340	ExcessFromYear1
Excess From Current Year	26262	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	GLEN CARMEL MITCHELL	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2	Address Line1RecipientUSAddress/AddressLine1	Address Line2RecipientUSAddress/AddressLine2	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line1RecipientForeignAddress/AddressLine1	CityRecipientForeignAddress/City	CountryRecipientForeignAddress/Country	Postal CodeRecipientForeignAddress/PostalCode
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
PALM BEACH GARDENS CONCERT BAND
	11051 CAMPUS DRIVE		PALM BEACH GARDENS	FL	33410	CHARITY	$200
WINDSOR SYMPHONY ORCHESTRA
						CHARITY	$10,250	487 OUELLETTE AVE	WINDSOR	CA	N9A 4J2
THE NATURE CONSERVATORY
	4245 NORTH FIARFAX DRIVE	SUITE 100	ARLINGTON	VA	222031606	CHARITY	$300
SPECIAL OLYMPICS OF TEXAS
	7715 CHEVY CHASE DRIVE	SUITE 120	AUSTIN	TX	78752	CHARITY	$300
JUDICIAL WATCH
	425 3RD STREET SW	SUITE 800	WASHINGTON	DC	20024	CHARITY	$100
BUSCH WILDLIFE CONSERVATORY
	2500 JUPITER PARK DRIVE		JUPITER	FL	33458	CHARITY	$300
WRCJ
	123 SELDEN STREET		DETROIT	MI	48201	CHARITY	$500
MALTZ JUPITER THEATRE
	1001 E INDIANTOWN ROAD		JUPITER	FL	334775110	CHARITY	$2,000
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
COMMEMORATIVE AIR FORCE
	650 FERRIS ROAD		LANCASTER	TX	75146	CHARITY	$100

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	26500	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$3	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

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

Field	Value	IRS element (for citing)
Total Part XVIA	3	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	GLEN CARMEL MITCHELL	ContributorNameIndividual

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	33830	AggregateContributions
Person Contribution Type	X	PersonContributionType

Compensation Explanation CompensationExplanation

Compensation Compensation (3 entries)

GLEN B MITCHELL
CARMEL A MITCHELL
FREDERICK P MESCH

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	ROUNDING ADJUSTEMENT	Description
Amount	$1	Amount

THE GLEN & CARMEL MITCHELL FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Compensation Explanation CompensationExplanation

Compensation Compensation (3 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Comments