THE GLEN & CARMEL MITCHELL FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: THE GLEN & CARMEL MITCHELL FOUNDATION (EIN 75-2814804)
Tax period: 2011-07-01 to 2012-06-30
Filed: 2012-10-12
IRS object ID: 201222869349100752
Schema version: 2011v1.2
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 Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-10-12T14:49:43-05:00	Timestamp
Tax Period End Date	2012-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MESCH MCBRIDE & COOPER 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	2011-07-01	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 ST	AddressLine1
Address Line2	ROOM/SUITE 330	AddressLine2
City	FORT WORTH	City
State	TX	State
ZIP Code	761072711	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	GLEN MITCHELL	Name
Title	DIRECTOR	Title
Phone	8177101500	Phone
Date Signed	2012-10-08	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	FRED MESCH	Name
Phone	8177101500	Phone
Date Prepared	2012-10-12	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	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	22700	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	2	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	2	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	2	InterestOnSavingsAdjNetIncm
Total Revenue And Expenses	22702	TotalRevenueAndExpenses
Total Net Investment Income	2	TotalNetInvestmentIncome
Total Adjusted Net Income	2	TotalAdjustedNetIncome
Other Expenses Rev And Expnss	1	OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps	1	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	1	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	1	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	26495	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	26495	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	26496	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	26496	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-3794	ExcessOfRevenueOverExpenses
Net Investment Income	2	NetInvestmentIncome
Adjusted Net Income	2	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	9041	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	5247	SavingsAndTempCashInvstEOY
Total Assets BOY	9041	TotalAssetsBOY
Total Assets EOY	5247	TotalAssetsEOY
Total Assets EOYFMV	0	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	9041	RetainedEarningsBOY
Retained Earnings EOY	5247	RetainedEarningsEOY
Total Net Assets BOY	9041	TotalNetAssetsBOY
Total Net Assets EOY	5247	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	9041	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	5247	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	9041	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-3794	ExcessOfRevenueOverExpenses
Subtotal	5247	Subtotal
Total Net Assets Fund Balances EOY	5247	TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	31777	QualifyingDistributionsYear1
Noncharitable Assets Year1	5835	NoncharitableAssetsYear1
Distribution Ratio Year1	5.445930	DistributionRatioYear1
Qualifying Distributions Year2	33300	QualifyingDistributionsYear2
Noncharitable Assets Year2	3731	NoncharitableAssetsYear2
Distribution Ratio Year2	8.925221	DistributionRatioYear2
Qualifying Distributions Year3	40245	QualifyingDistributionsYear3
Noncharitable Assets Year3	6328	NoncharitableAssetsYear3
Distribution Ratio Year3	6.359829	DistributionRatioYear3
Qualifying Distributions Year4	49016	QualifyingDistributionsYear4
Noncharitable Assets Year4	7558	NoncharitableAssetsYear4
Distribution Ratio Year4	6.485314	DistributionRatioYear4
Qualifying Distributions Year5	47819	QualifyingDistributionsYear5
Noncharitable Assets Year5	10036	NoncharitableAssetsYear5
Distribution Ratio Year5	4.764747	DistributionRatioYear5
Total Distribution Ratio	31.981041	TotalDistributionRatio
Average Distribution Ratio	6.396208	AverageDistributionRatio
Net Noncharitable Assets	3115	NetNoncharitableAssets
Adjusted Noncharitable Assets	19924	AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One	19924	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	26496	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	0	InvestmentIncomeExciseTax
Amount Credited To Next Year	0	AmountCreditedToNextYear

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	false	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 & COOPER 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 ST	AddressLine1
Address Line2	STE 330	AddressLine2
City	FORT WORTH	City
State	TX	State
ZIP Code	761072711	ZIPCode

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-TM	10.00	0	0	0
CARMEL A MITCHELL
717 PUTTER DRIVE	FORT WORTH	TX	761121039	DIR. PART-TM	10.00	0	0	0
FREDERICK P MESCH
3100 WEST 7TH ST STE 330	FORT WORTH	TX	761072711	DIR. PART-TM	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	3162	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	3162	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	3162	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	47	CashDeemedCharitable
Net Noncharitable Assets	3115	NetNoncharitableAssets
Minimum Investment Return	156	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	156	MinimumInvestmentReturn
Distributable Amount Before Adj	156	DistributableAmountBeforeAdj
Distributable Amount Before Ded	156	DistributableAmountBeforeDed
Distributable Amount As Adjusted	156	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	26496	ExpensesAndContributions
Qualifying Distributions	26496	QualifyingDistributions
Adj Qualifying Distributions	26496	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	156	DistributableAmountAsAdjusted
Excess Distri Carryover Year2	33113	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	31485	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	64598	TotalExcessDistriCarryover
Qualifying Distributions	26496	QualifyingDistributions
Applied To Current Year	156	AppliedToCurrentYear
Remaining Distri From Corpus	26340	RemainingDistriFromCorpus
Total Corpus	90938	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	90938	ExcessDistriCyovToNextYear
Excess From Year2	33113	ExcessFromYear2
Excess From Year1	31485	ExcessFromYear1
Excess From Current Year	26340	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 (18 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2	Address Line1RecipientForeignAddress/AddressLine1	CityRecipientForeignAddress/City	CountryRecipientForeignAddress/Country	Postal CodeRecipientForeignAddress/PostalCode	Business Name Line2RecipientBusinessName/BusinessNameLine2
FL POLICE ATHLETIC LEAGUE
PO BOX 540148	ORLANDO	FL	32854	CHARITY	$75
MALTZ JUPITER THEATER
1001 E INDIANTOWN RD	JUPITER	FL	334775110	CHARITY	$1,500
NATIONAL PARKS CONSERVATI
1300 19TH ST NW STE 300	WASHINTON	DC	20036	CHARITY	$300
OSU FOUNDATION
400 SOUTH MONROE	STILLWATER	OK	740761749	CHARITY	$10,000	PO BOX 1749
SMITHSONIAN
PO BOX 37012	WASHINGTON	DC	200137012	CHARITY	$95
SPECIAL OLYMPICS OF TX
7715 CHEVY CHASE DR	AUSTIN	TX	78752	CHARITY	$300	STE 120
THE HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NE	WASHINGTON	DC	200024999	CHARITY	$100
WINDSOR SYMPHONY
				CHARITY	$10,000		487 OUELLETTE AVE	WINDSOR	CA	N9A 4J2
WRCJ
123 SELDEN ST	DETROIT	MI	48201	CHARITY	$500
MICHIGAN OPERA THEATER
1526 BROADWAY	DETROIT	MI	48226	CHARITY	$2,000
NATURE CONSERVANCY
4245 NORTH FIARFAX DRIVE	ARLINGTON	VA	222031606	CHARITY	$300	STE 100
OKLA MUSIC HALL OF FAME
PO BOX 3221	MUSKOGEE	OK	744023221	CHARITY	$100
STILLWATER PIONEER
PO BOX 351	STILLWATER	OK	74076	CHARITY	$500						ATHLETE MEMORIAL
CANADIAN HISTORICAL AIRCRAFT ASSOC
				CHARITY	$125		104 - 2600 AIRPORT ROAD	WINDSOR	CA	N8V 1A1
GEORGE W BUSH PRESIDENTIAL
PO BOX 259000	DALLAS	TX	75225	CHARITY	$100
BUSCH WILDLIFE SANCTUARY
2500 JUPITER PARK DRIVE	JUPITER	FL	33458	CHARITY	$100
LONDON HEALTH SCIENCES
				CHARITY	$200		800 COMMISSIONERS ROAD EA	LONDON	CA	N6A 5W9
MAFHC INC
42 CAPE HENLOPEN DR	LEWES	DE	19958	CHARITY	$200

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	26495	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	$2	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$2	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	2	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 ST STE 330	AddressLine1
City	FORT WORTH	City
State	TX	State
ZIP Code	761072711	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	22700	AggregateContributions
Person Contribution Type	X	PersonContributionType

Compensation Explanation CompensationExplanation

Compensation Compensation (3 entries)

GLEN B MITCHELL
CARMEL A MITCHELL
FREDERICK P MESCH

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps
EXPENSES
BANK CHARGES	1	1

THE GLEN & CARMEL MITCHELL FOUNDATION: Form 990PF, tax year 2011

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 (18 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 Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Comments