MITCHELL FAMILY CHARITABLE TRUST: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: MITCHELL FAMILY CHARITABLE TRUST (EIN 84-4530062)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-02-19
IRS object ID: 202600509349100510
Schema version: 2025v4.0
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
Form 990-PF
Schedule B
Depreciation Schedule
Land Etc Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-02-19T11:07:38-06:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	844530062	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MITCHELL FAMILY CHARITABLE TRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% Benson C Mitchell	InCareOfNm
Business Name Control	MITC	BusinessNameControlTxt
Phone	5037097380	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	14875 NE TANGEN ROAD	AddressLine1Txt
City	NEWBERG	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97132	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BENSON C MITCHELL	PersonNm
Person Title	President	PersonTitleTxt
Phone	5037097380	PhoneNum
Signature	2026-02-19	SignatureDt

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,304,594	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Gross Rents Rev And Expnss	$73,611	GrossRentsRevAndExpnssAmt
Net Rental Income Or Loss	$47,267	NetRentalIncomeOrLossAmt
Total Rev And Expnss	$73,611	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Taxes Rev And Expnss	$672	TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss	$25,640	DeprecAndDpltnRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$26,312	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$74,900	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$74,900	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$101,212	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$74,900	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$27,601	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$6,555	CashBOYAmt
Cash EOY	$4,594	CashEOYAmt
Cash EOYFMV	$4,594	CashEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$1,300,000	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$149,602	LandBldgEquipAccumDeprecAmt
Land BOY	$1,176,038	LandBOYAmt
Land EOY	$1,150,398	LandEOYAmt
Land EOYFMV	$1,300,000	LandEOYFMVAmt
Total Assets BOY	$1,182,593	TotalAssetsBOYAmt
Total Assets EOY	$1,154,992	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,304,594	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$1,182,593	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$1,154,992	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,182,593	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,154,992	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,182,593	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,154,992	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,182,593	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$27,601	ExcessRevenueOverExpensesAmt
Subtotal	$1,154,992	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$1,154,992	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$0	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$86	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$86	TotalPaymentsAndCreditsAmt
Overpayment	$86	OverpaymentAmt
Refund	$86	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
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
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	None	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	BENSON C MITCHELL	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5037097380	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	14875 NE TANGEN	AddressLine1Txt
City	NEWBERG	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97132	ZIPCd

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
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
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
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	false	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Proceeds Or Net Income	false	ProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
BENSON C MITCHELL
14875 NE TANGEN RAOAD	NEWBERG	OR	97132	PRESIDENT	0.00	$0	$0	$0
KAYDA J MITCHELL
14875 NE TANGEN ROAD	NEWBERG	OR	97132	VICE PRESIDENT	0.00	$0	$0	$0
BARRY POST
16200 NE LEWIS ROAGERS LANE	NEWBERG	OR	97132	SECRETARY	0.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

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

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$65,503	MinimumInvestmentReturnAmt
Distributable Before Adj	$65,503	DistributableBeforeAdjAmt
Distributable Before Ded	$65,503	DistributableBeforeDedAmt
Distributable As Adjusted	$65,503	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$74,900	ExpensesAndContributionsAmt
Qualifying Distributions	$74,900	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$65,503	DistributableAsAdjustedAmt
Qualifying Distributions	$74,900	QualifyingDistributionsAmt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus	$74,900	RemainingDistriFromCorpusAmt
Total Corpus	$74,900	TotalCorpusAmt
Undistributed Income CY	$65,503	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$74,900	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$74,900	ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$0	CurrentYearAmt
Total	$0	TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Newberg Fish
125-A Elliot Rd	Newberg	OR	97132	None	POF	Feeding the Hungary	$13,500
First United Methodist Church
1205 Deborah Road	Newberg	OR	97132	None	PC	Religious	$4,900
Oregon Public Broadcasting
7140 S Macadam Ave	Portland	OR	97219	none	PC	Public Education	$5,000
Oregon State University
4238 SW Reasearch Way	Corvallis	OR	97333	none	POF	Education and Research	$10,000
WEBS
P O Bo 152	Netarts	OR	97143	none	POF	Education	$7,500
World Scholarship Fund
2553 SE Doce Street	Portland	OR	97222	none	POF	Education	$15,000
Northside Community Church
1800 Hoskins St	Newberg	OR	97132	none	POF	Support of Safe Families Program	$13,500
Various small Charities
Mostly Newberg Area	Newberg	OR	97132	none	POF	Education Homeless needs Hunger	$5,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$74,900	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

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	NONE IN 2025	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	14875 NE Tangen Road	AddressLine1Txt
City	Newberg	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97132	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$1	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Prior Year DepreciationPriorYearDepreciationAmt	Computation MethodComputationMethodTxt	LifeLifeRt	Current Year ExpenseCurrentYearExpenseAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
COMMERCIAL BUI9LDING	2020-02-07	$1,000,000	$123,962	MACRS SL	39	$25,671	$0	$0
Commercial Building Kearn	2020-01-01	$1,000,000		MACRS SL	39	$25,640	$0	$0

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
LandKearney NE	$300,000	$0	$300,000	$300,000
BuildingKearney ME	$1,000,000	$149,602	$850,398	$1,000,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	Taxes	CategoryTxt
Amt	$672	Amt

MITCHELL FAMILY CHARITABLE TRUST: Form 990PF, tax year 2025

Return header ReturnHeader

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

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)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Qualifying Distributions QualifyingDistributionsGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Comments