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Nonprofit · EIN 20-7088204

EVERETT W AND MARION E MITCHELLFOUNDATION

Also known as RONALD GARMEY - TTEE

Tax-exempt · BOSTON, MA 02110

Financials

$286K$617K2022$382K$622K2023$283K$856K2024
Revenue Expenses · by fiscal year end
Financials of EVERETT W AND MARION E MITCHELLFOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$283,452$856,222-$572,770$5,688,403$0$5,688,403
August 31, 2024990-PF$381,594$622,365-$240,771$6,261,223$0$6,261,223
August 31, 2023990-PF$286,226$616,793-$330,567$6,502,151$0$6,502,151
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Dividends
$185,520
Interest
$61,919
Net gain from sales of assets
$29,517
Other income
$6,496

Expenses

Grants and similar amounts paid
$666,912
Compensation of officers, directors and key employees
$93,899
Disbursements for charitable purposes
$733,631
Excise tax on investment income
$2,146

Balance sheet and other

Total assets, start of year
$6,261,223
Total assets, end of year
$5,688,403
Total liabilities, end of year
$0
Net assets, end of year
$5,688,403
Fair market value of assets
$13,203,320
Qualifying distributions
$733,631
Net investment income
$276,956

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
RONALD GARMEY
155 FEDERAL STREET SUITE 1602, BOSTON, MA 02110
TRUSTEE5$93,899
COLLEEN MACPHERSON
155 FEDERAL STREET SUITE 1602, BOSTON, MA 02110
TRUSTEE5$0
990-PF for the year ended August 31, 2024: 2 people
NameTitleHours / weekCompensation
RONALD GARMEY
155 FEDERAL STREET SUITE 1602, BOSTON, MA 02110
TRUSTEE5$87,510
COLLEEN MACPHERSON
155 FEDERAL STREET SUITE 1602, BOSTON, MA 02110
TRUSTEE5$0
990-PF for the year ended August 31, 2023: 2 people
NameTitleHours / weekCompensation
RONALD GARMEY
155 FEDERAL STREET SUITE 1602, BOSTON, MA 02110
TRUSTEE5$80,730
COLLEEN MACPHERSON
155 FEDERAL STREET SUITE 1602, BOSTON, MA 02110
TRUSTEE5$0

Address and contacts

Address (IRS master file)
155 FEDERAL ST STE 1602, BOSTON, MA 02110-1556
In care of
% NIXON PEABODY LLP
Signed the 990-PF
RONALD GARMEY, TRUSTEE
Phone
(617) 227-3111
Return prepared by
FIDUCIARY TRUST COMPANY

What it must file and when

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

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
20-7088204
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
2006
Accounting year ends
August
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$5,688,403
Income (IRS master file)
$1,395,212

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$283,452$856,222$5,688,403XML
990-PFAugust 2024$381,594$622,365$6,261,223XML
990-PFAugust 2023$286,226$616,793$6,502,151XML
990-PFAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-PFAugust 2020–––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 20-7088204).

Questions about EVERETT W AND MARION E MITCHELLFOUNDATION

What is the EIN of EVERETT W AND MARION E MITCHELLFOUNDATION?
The employer identification number (EIN) of EVERETT W AND MARION E MITCHELLFOUNDATION is 20-7088204.
Is EVERETT W AND MARION E MITCHELLFOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to EVERETT W AND MARION E MITCHELLFOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does EVERETT W AND MARION E MITCHELLFOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of EVERETT W AND MARION E MITCHELLFOUNDATION due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did EVERETT W AND MARION E MITCHELLFOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2025.
Who are the officers and directors of EVERETT W AND MARION E MITCHELLFOUNDATION?
The 990-PF for the year ended August 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $93,899 (RONALD GARMEY, TRUSTEE).
How much revenue does EVERETT W AND MARION E MITCHELLFOUNDATION have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $283,452, expenses of $856,222 and total assets of $5,688,403 at year end.

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