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Nonprofit · EIN 63-0956774

LISA MITCHELL CHARITABLE FOUNDATION

Tax-exempt · MOBILE, AL 36616

Financials

$7K$21K2023$23K$18K2024−$25K$20K2025
Revenue Expenses · by fiscal year end
Financials of LISA MITCHELL CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF-$25,459$20,182-$45,641$399,086$0$399,086
December 31, 2024990-PF$22,762$17,886$4,876$444,727$0$444,727
December 31, 2023990-PF$7,460$20,528-$13,068$439,286$0$439,286
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$8,553
Interest
$5
Net gain from sales of assets
-$34,017

Expenses

Grants and similar amounts paid
$19,950
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$19,950
Excise tax on investment income
$119

Balance sheet and other

Total assets, start of year
$444,727
Total assets, end of year
$399,086
Total liabilities, end of year
$0
Net assets, end of year
$399,086
Fair market value of assets
$405,838
Qualifying distributions
$19,950
Net investment income
$8,558

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
LISA MITCHELL BUKSTEIN
PO BOX 16006, MOBILE, AL 36616
PRESIDENT1$0
ARLENE F MITCHELL
PO BOX 16006, MOBILE, AL 36616
VICE PRESIDENT/SEC0.25$0
JOY M GRODNICK
PO BOX 16006, MOBILE, AL 36616
ASST SEC0.25$0
RICHARD C MITCHELL
PO BOX 16006, MOBILE, AL 36616
DIRECTOR0.25$0
MELINDA M WERTHEIM
PO BOX 16006, MOBILE, AL 36616
DIRECTOR0.25$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
LISA MITCHELL BUKSTEIN
PO BOX 16006, MOBILE, AL 36616
PRESIDENT1$0
ARLENE F MITCHELL
PO BOX 16006, MOBILE, AL 36616
VICE PRESIDENT/SEC0.25$0
JOY M GRODNICK
PO BOX 16006, MOBILE, AL 36616
ASST SEC0.25$0
RICHARD C MITCHELL
PO BOX 16006, MOBILE, AL 36616
DIRECTOR0.25$0
MELINDA M WERTHEIM
PO BOX 16006, MOBILE, AL 36616
DIRECTOR0.25$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
LISA MITCHELL BUKSTEIN
PO BOX 16006, MOBILE, AL 36616
PRESIDENT1$0
ARLENE F MITCHELL
PO BOX 16006, MOBILE, AL 36616
VICE PRESIDENT/SEC0.25$0
JOY M GRODNICK
PO BOX 16006, MOBILE, AL 36616
ASST SEC0.25$0
RICHARD C MITCHELL
PO BOX 16006, MOBILE, AL 36616
DIRECTOR0.25$0
MELINDA M WERTHEIM
PO BOX 16006, MOBILE, AL 36616
DIRECTOR0.25$0

Address and contacts

Address (IRS master file)
PO BOX 16006, MOBILE, AL 36616-0006
Signed the 990-PF
LISA M BUKSTEIN, PRESIDENT
Phone
(251) 344-3800
Return prepared by
SMITH DUKES & BUCKALEW LLP

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
63-0956774
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
1987
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$399,086
Income (IRS master file)
$289,849

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025-$25,459$20,182$399,086IRS
990-PFDecember 2024$22,762$17,886$444,727IRS
990-PFDecember 2023$7,460$20,528$439,286XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 63-0956774).

Questions about LISA MITCHELL CHARITABLE FOUNDATION

What is the EIN of LISA MITCHELL CHARITABLE FOUNDATION?
The employer identification number (EIN) of LISA MITCHELL CHARITABLE FOUNDATION is 63-0956774.
Is LISA MITCHELL CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to LISA MITCHELL CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LISA MITCHELL CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LISA MITCHELL CHARITABLE 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 LISA MITCHELL CHARITABLE 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 LISA MITCHELL CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does LISA MITCHELL CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of -$25,459, expenses of $20,182 and total assets of $399,086 at year end.

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