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Nonprofit · EIN 13-3617553

BERT N MITCHELL FAMILY FOUNDATION

Tax-exempt · NEW YORK, NY 10069

Financials

$44K$56K2023$69K$56K2024$51K$52K2025
Revenue Expenses · by fiscal year end
Financials of BERT N MITCHELL FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$51,009$51,535-$526$225,879$0$225,879
December 31, 2024990-PF$68,952$55,879$13,073$216,405$0$216,405
December 31, 2023990-PF$44,189$55,900-$11,711$203,332$0$203,332
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$3,181
Net gain from sales of assets
$47,828

Expenses

Grants and similar amounts paid
$50,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$50,000
Excise tax on investment income
$709

Balance sheet and other

Total assets, start of year
$216,405
Total assets, end of year
$225,879
Total liabilities, end of year
$0
Net assets, end of year
$225,879
Fair market value of assets
$344,953
Qualifying distributions
$50,000
Net investment income
$51,009

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BERT MITCHELL
2520 NW 59TH ST, BOCA RATON, FL 33496
TRUSTEE/PRESIDENT/TREASURER0.1$0
CAROLE MITCHELL
2520 NW 59TH ST, BOCA RATON, FL 33496
TRUSTEE/SECRETARY0.1$0
ROBBIN MITCHELL
60 RIVERSIDE BLVD, NEW YORK, NY 10069
TRUSTEE0.2$0
RONALD MITCHELL
271 AVENUE C, NEW YORK, NY 10009
TRUSTEE0.2$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
BERT MITCHELL
2520 NW 59TH ST, BOCA RATON, FL 33496
TRUSTEE/PRESIDENT/TREASURER0.1$0
CAROLE MITCHELL
2520 NW 59TH ST, BOCA RATON, FL 33496
TRUSTEE/SECRETARY0.1$0
ROBBIN MITCHELL
60 RIVERSIDE BLVD, NEW YORK, NY 10069
TRUSTEE0.2$0
RONALD MITCHELL
271 AVENUE C, NEW YORK, NY 10009
TRUSTEE0.2$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
BERT MITCHELL
2520 NW 59TH ST, BOCA RATON, FL 33496
TRUSTEE/PRESIDENT/TREASURER0$0
CAROLE MITCHELL
2520 NW 59TH ST, BOCA RATON, FL 33496
TRUSTEE/SECRETARY0$0
ROBBIN MITCHELL
60 RIVERSIDE BLVD, NEW YORK, NY 10069
TRUSTEE0.2$0
RONALD MITCHELL
271 AVENUE C, NEW YORK, NY 10009
TRUSTEE0.2$0

Address and contacts

Address (IRS master file)
60 RIVERSIDE BLVD APT 2901, NEW YORK, NY 10069-0223
In care of
% BERT MITCHELL
Signed the 990-PF
ROBBIN MITCHELL, TRUSTEE
Phone
(347) 215-4589
Return prepared by
CITRIN COOPERMAN ADVISORS LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-3617553
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1992
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$225,879
Income (IRS master file)
$78,055

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$51,009$51,535$225,879IRS
990-PFDecember 2024$68,952$55,879$216,405IRS
990-PFDecember 2023$44,189$55,900$203,332XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3617553).

Questions about BERT N MITCHELL FAMILY FOUNDATION

What is the EIN of BERT N MITCHELL FAMILY FOUNDATION?
The employer identification number (EIN) of BERT N MITCHELL FAMILY FOUNDATION is 13-3617553.
Is BERT N MITCHELL FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to BERT N MITCHELL FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERT N MITCHELL FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BERT N MITCHELL FAMILY FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BERT N MITCHELL FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of BERT N MITCHELL FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does BERT N MITCHELL FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $51,009, expenses of $51,535 and total assets of $225,879 at year end.

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