GEORGE A & CAROLYNN B MITCHELL CHARITABLE TR: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
GEORGE A & CAROLYNN B MITCHELL CHARITABLE TR (EIN 34-7099166)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-11
IRS object ID
201141319349100309
Schema version
2010v3.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-11T08:22:22-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1HILL BARTH & KING LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line17680 MARKET STREETAddressLine1
CityBOARDMANCity
StateOHState
ZIP Code44512ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN347099166EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1GEORGE A & CAROLYNN B MITCHELLBusinessNameLine1
Business Name Line2CHARITABLE TRUST U/A DTD 7/27/99BusinessNameLine2
FieldValueIRS element (for citing)
Name ControlGEORNameControl
Phone3307570085Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11364 MEADOWOOD CIRCLEAddressLine1
CityPOLANDCity
StateOHState
ZIP Code44514ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCAROLYNN B MITCHELLName
TitleTRUSTEETitle
Phone3307570085Phone
Date Signed2011-05-09DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NamePHILIP R CARLONName
Phone3307588613Phone
Date Prepared2011-05-09DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY23844FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss394ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss132DividendsRevAndExpnss
Dividends Net Invst Incm132DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses526TotalRevenueAndExpenses
Total Net Investment Income132TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss340AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss4TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss50OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss394TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss0ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps0ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss394TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps0TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses132ExcessOfRevenueOverExpenses
Net Investment Income132NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY5568CashBOY
Cash EOY5571CashEOY
Cash EOYFMV5571CashEOYFMV
Investments Corp Stock BOY34432InvestmentsCorpStockBOY
Investments Corp Stock EOY34561InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV18273InvestmentsCorpStockEOYFMV
Total Assets BOY40000TotalAssetsBOY
Total Assets EOY40132TotalAssetsEOY
Total Assets EOYFMV23844TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY40000RetainedEarningsBOY
Retained Earnings EOY40132RetainedEarningsEOY
Total Net Assets BOY40000TotalNetAssetsBOY
Total Net Assets EOY40132TotalNetAssetsEOY
Total Liabilities Net Assets BOY40000TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY40132TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY40000TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses132ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal40132Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY40132TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year10QualifyingDistributionsYear1
Noncharitable Assets Year120756NoncharitableAssetsYear1
Distribution Ratio Year10.0DistributionRatioYear1
Qualifying Distributions Year24982QualifyingDistributionsYear2
Noncharitable Assets Year237352NoncharitableAssetsYear2
Distribution Ratio Year20.133380DistributionRatioYear2
Qualifying Distributions Year35000QualifyingDistributionsYear3
Noncharitable Assets Year372747NoncharitableAssetsYear3
Distribution Ratio Year30.068731DistributionRatioYear3
Qualifying Distributions Year49979QualifyingDistributionsYear4
Noncharitable Assets Year484052NoncharitableAssetsYear4
Distribution Ratio Year40.118724DistributionRatioYear4
Qualifying Distributions Year59000QualifyingDistributionsYear5
Noncharitable Assets Year589463NoncharitableAssetsYear5
Distribution Ratio Year50.100600DistributionRatioYear5
Total Distribution Ratio0.421435TotalDistributionRatio
Average Distribution Ratio0.084287AverageDistributionRatio
Net Noncharitable Assets22124NetNoncharitableAssets
Adjusted Noncharitable Assets1865AdjustedNoncharitableAssets
One Percent Net Investment Income1OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One1866AdjNonchrtblAssetsAndOnePct
Qualifying Distributions0QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax3InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal3Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income3TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due3TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithOHStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameCAROLYNN B MITCHELLBooksInCareOfPersonName
Books In Care Of Phone Number3307570085BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11364 MEADOWOOD CIRCLEAddressLine1
CityPOLANDCity
StateOHState
ZIP Code44514ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
GEORGE A MITCHELL
1364 MEADOWOOD CIRCLEPOLANDOH44514TRUSTEE1.00000
CAROLYNN B MITCHELL
1364 MEADOWOOD CIRLCEPOLANDOH44514TRUSTEE1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities16891AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances5570AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets22461TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets22461AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable337CashDeemedCharitable
Net Noncharitable Assets22124NetNoncharitableAssets
Minimum Investment Return1106MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return1106MinimumInvestmentReturn
Tax Based On Investment Income3TaxBasedOnInvestmentIncome
Total Tax3TotalTax
Distributable Amount Before Adj1103DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded1103DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted1103DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions0ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions0QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions0AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted1103DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year54566ExcessDistriCarryoverYear5
Excess Distri Carryover Year45818ExcessDistriCarryoverYear4
Excess Distri Carryover Year31409ExcessDistriCarryoverYear3
Excess Distri Carryover Year23150ExcessDistriCarryoverYear2
Excess Distri Carryover Year11034ExcessDistriCarryoverYear1
Total Excess Distri Carryover15977TotalExcessDistriCarryover
Qualifying Distributions0QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year0AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus1103ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY1103ExcessDistriCyovAppliedCY
Total Corpus14874TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year53463ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year11411ExcessDistriCyovToNextYear
Excess From Year45818ExcessFromYear4
Excess From Year31409ExcessFromYear3
Excess From Year23150ExcessFromYear2
Excess From Year11034ExcessFromYear1

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected
Tot Grant Or Contri Paid During Year0TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income132RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income132RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA132TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

FieldValueIRS element (for citing)
Line Number4ELineNumber
Relationship StatementFOR FUTURE CONTRIBUTIONS TO CHARITABLE ORGANIZATIONSRelationshipStatement

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryHILL BARTH & KINGCategory
Amount$340Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockSTOCKSNameOfStock
EOY Book Value34561EOYBookValue
EOYFMV18273EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionFILING FEESDescription
Revenue And Expenses Per Books50RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategory
Amount$4Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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