Nonprofit · EIN 81-2945933
J W AND SANDRA L MITCHELL FOUNDATION
Tax-exempt · NEWPORT BEACH, CA 92660
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $4,263,642 | $1,273,230 | $2,990,412 | $21,981,969 | $0 | $21,981,969 |
| December 31, 2023 | 990-PF | $1,377,946 | $1,224,578 | $153,368 | $19,004,481 | $0 | $19,004,481 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,553,202
- Dividends
- $784,728
- Interest
- $6,140
- Net gain from sales of assets
- $881,031
- Other income
- $38,541
Expenses
- Grants and similar amounts paid
- $1,032,000
- Compensation of officers, directors and key employees
- $90,000
- Disbursements for charitable purposes
- $1,099,500
- Excise tax on investment income
- $9,130
Balance sheet and other
- Total assets, start of year
- $19,004,481
- Total assets, end of year
- $21,981,969
- Total liabilities, end of year
- $0
- Net assets, end of year
- $21,981,969
- Fair market value of assets
- $24,529,536
- Qualifying distributions
- $1,099,500
- Net investment income
- $830,566
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD C GOODMAN 18 CYPRESS PT LN, NEWPORT BEACH, CA 92660 | TRUSTEE | 0 | $30,000 |
| HOWARD M SCHULMAN 25044 PEACHLAND AVENUE SUITE 204, SANTA CLARITA, CA 91321 | TRUSTEE | 0 | $30,000 |
| JOHN J SWIGART JR 2500 HOLLY LANE, NEWPORT BEACH, CA 92663 | TRUSTEE | 0 | $30,000 |
| SANDRA L MITCHELL DECEASED 2-10-24 75 ARGONAUT SUITE A, ALISO VIEJO, CA 92626 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD C GOODMAN 18 CYPRESS PT LN, NEWPORT BEACH, CA 92660 | TRUSTEE | 0 | $30,000 |
| HOWARD M SCHULMAN 25044 PEACHLAND AVENUE SUITE 204, SANTA CLARITA, CA 91321 | TRUSTEE | 0 | $30,000 |
| JOHN J SWIGART JR 2500 HOLLY LANE, NEWPORT BEACH, CA 92663 | TRUSTEE | 0 | $30,000 |
| SANDRA L MITCHELL DECEASED 2-10-24 75 ARGONAUT SUITE A, ALISO VIEJO, CA 92626 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 4695 MACARTHUR CT STE 1500, NEWPORT BEACH, CA 92660-8885
- Signed the 990-PF
- RICHARD C GOODMAN, TRUSTEE
- Phone
- (949) 216-2200
- Return prepared by
- HOWARD M SCHULMAN CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 81-2945933 or by the name J W AND SANDRA L MITCHELL FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-2945933
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $21,981,969
- Income (IRS master file)
- $13,249,115
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $4,263,642 | $1,273,230 | $21,981,969 | IRS |
| 990-PF | December 2023 | $1,377,946 | $1,224,578 | $19,004,481 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 81-2945933).
Questions about J W AND SANDRA L MITCHELL FOUNDATION
- What is the EIN of J W AND SANDRA L MITCHELL FOUNDATION?
- The employer identification number (EIN) of J W AND SANDRA L MITCHELL FOUNDATION is 81-2945933.
- Is J W AND SANDRA L MITCHELL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to J W AND SANDRA L MITCHELL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does J W AND SANDRA L MITCHELL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of J W AND SANDRA L MITCHELL FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did J W AND SANDRA L MITCHELL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of J W AND SANDRA L MITCHELL FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 3 received compensation from the organization, the highest $30,000 (RICHARD C GOODMAN, TRUSTEE).
- How much revenue does J W AND SANDRA L MITCHELL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,263,642, expenses of $1,273,230 and total assets of $21,981,969 at year end.
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