Civic Intelligence

Kent and St. Clair Mitchell Charitable Foundation

990PF • Fiscal year 2016 • EIN 27-2586327

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 30, 2017

Organization Profile
30 Bonifacio PlazaMonterey, CA 93940

(831) 373-4131

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

75th percentile

0.05x

Higher debt load relative to assets than 75% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

85th percentile

0.15x

Higher debt load relative to revenue than 85% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

86th percentile

47%

Faster asset growth than 86% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

39%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$428,321

Up $137,458 (+47%) from 2015

Net Assets

Up

$406,266

Up $137,458 (+51%) from 2015

Liabilities

Flat

$22,055

Flat from 2015

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin98th percentile

Revenue

Up

$142,934

Up $40,063 (+39%) from 2015

Expenses

Down

$5,476

Down $10,409 (-66%) from 2015

Net Income

Up

$137,458

Up $50,472 (+58%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2012: $5,715Liabilities 2012: $22,054Net Assets 2012: -$16,3392012Assets 2013: $104,228Liabilities 2013: $22,055Net Assets 2013: $82,1732013Assets 2014: $203,877Liabilities 2014: $22,055Net Assets 2014: $181,8222014Assets 2015: $290,863Liabilities 2015: $22,055Net Assets 2015: $268,8082015Assets 2016: $428,321Liabilities 2016: $22,055Net Assets 2016: $406,2662016Assets 2017: $545,226Liabilities 2017: $22,055Net Assets 2017: $523,1712017Assets 2018: $630,260Liabilities 2018: $21,055Net Assets 2018: $609,2052018Assets 2019: $764,738Liabilities 2019: $20,355Net Assets 2019: $744,3832019Assets 2020: $643,692Liabilities 2020: $20,355Net Assets 2020: $623,3372020Assets 2021: $1,932,042Liabilities 2021: $20,355Net Assets 2021: $1,911,6872021Assets 2022: $1,711,304Liabilities 2022: $20,355Net Assets 2022: $1,690,9492022Assets 2023: $1,833,977Liabilities 2023: $20,355Net Assets 2023: $1,813,6222023Assets 2024: $1,942,042Liabilities 2024: $20,355Net Assets 2024: $1,921,6872024

Highlighted filing

2016

Assets$428,321
Liabilities$22,055
Net Assets$406,266
Open 2016 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2012: $3,7352012Revenue 2013: $100,064Expenses 2013: $1,552Net Income 2013: $98,5122013Revenue 2014: $101,572Expenses 2014: $1,923Net Income 2014: $99,6492014Revenue 2015: $102,871Expenses 2015: $15,885Net Income 2015: $86,9862015Revenue 2016: $142,934Expenses 2016: $5,476Net Income 2016: $137,4582016Revenue 2017: $134,233Expenses 2017: $17,328Net Income 2017: $116,9052017Revenue 2018: $106,132Expenses 2018: $20,098Net Income 2018: $86,0342018Revenue 2019: $151,721Expenses 2019: $16,543Net Income 2019: $135,1782019Revenue 2020: $29,294Expenses 2020: $150,340Net Income 2020: -$121,0462020Revenue 2021: $1,357,949Expenses 2021: $110,189Net Income 2021: $1,247,7602021Revenue 2022: $53,763Expenses 2022: $61,870Net Income 2022: -$8,1072022Revenue 2023: $60,678Expenses 2023: $61,255Net Income 2023: -$5772023Revenue 2024: $47,955Expenses 2024: $12,640Net Income 2024: $35,3152024

Highlighted filing

2016

Revenue$142,934
Expenses$5,476
Net Income$137,458
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 30, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENT MITCHELLCEO-$0--
GARY D SCHWARTZSecretary-$0--
DANIEL M MCGILLOWAY JRTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Kent and St Clair Mitchell Charitable
EIN
27-2586327
Phone
8313734131
Address
30 BONIFACIO PLAZA, MONTEREY, CA 93940

Signing Officer

Name
Kent Mitchell
Title
CEO
Signed
2017-10-30
Discuss with paid preparer
Yes

Preparer

Firm
McGilloway Ray Brown & Kaufman
Address
2511 Garden Road Suite A-180, Monterey, CA 93940-5381
Preparer
DM McGilloway CPA
Phone
8313733337
Raw XML Appendix260 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01613
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01613
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
CashDeemedCharitableExplnStmt/ShortExplanationTxt0THE CASH HELD BACK IS TO REPAY THE NOTE TO THE OFFICER.
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0NOTE #1FORM 990-PF, PAGE 2, PART II (BALANCE SHEET), LINE 20 AND FORM 990-PF, PAGE 5, PART V11-B, LINE 1.A.2.LENDER: KENT MITCHELL, PRESIDENTMATURITY DATE: TO BE PAID IN FULL UPON DEATH OF GRANTOR OF TRUST, IF NOT BEFORE.REPAYMENT TERMS: PAYMENTS TO BE MADE AS FUNDS BECOME AVAILABLE AND TO BE PAID IN FULL UPON DEATH OF GRANTOR OF TRUST.INTEREST RATE: NON-INTEREST BEARINGPURPOSE OF LOAN: FUNDS WERE USED TO PAY ATTORNEY FEES FOR THE SET UP OF THE FOUNDATION WHICH WILL ALLOW THE FOUNDATION TO FURTHER ITS EXEMPT PURPOSE.ORIGINAL AMOUNT AND DATE OF LOAN: $19,248.00, AS OF 12/31/2010CURRENT BALANCE: $22,055 (FOR MATURITY DATE SEE ABOVE)PURSUANT TO CODE SECTION 4941(D)(1)(B) OF THE INTERNAL REVENUE CODE, LENDING MONEY OR EXTENSION OF CREDIT BETWEEN A PRIVATE FOUNDATION AND A DISQUALIFIED PERSON IS AN ACT OF SELF-DEALING. THIS DOES NOT INCLUDE LOANING MONEY BY A DISQUALIFIED PERSON TO A PRIVATE FOUNDATION WITHOUT INTEREST OR OTHER CHARGE IF THE PROCEEDS OF THE LOAN ARE USED EXCLUSIVELY FOR CHARITABLE PURPOSES.NOTE #2FORM 990-PF, PART XV, #2A,B,C,DTHE TRUST WILL BE FUNDING THIS CHARITABLE FOUNDATION UPON THE DEATH OF THE GRANTOR OF THE TRUST. NOTE #3FORM 990-PF, PART VII-A, QUESTION 10THE SUBSTANTIAL CONTRIBUTOR REFERENCED IN THIS SECTION IS ALSOTHE FOUNDER OF THE CHARITABLE FOUNDATION
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02934
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02934
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02934
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01613
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01613
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0140000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0137458
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02934
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02934
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03779
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03779
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02934
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt084
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05392
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05476
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02934
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0142934
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05392
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05476
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0137458
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0406266
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0268808
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0406266
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt014515
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt014515
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt014515
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt014574
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt059
IRS990PF/DistributableAmountGrp/TotalTaxAmt059
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt028
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt059
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt059
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt059
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt028
IRS990PF/FMVAssetsEOYAmt0428321
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt098037
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt062561
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt062561
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt022055
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt022055
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0192826
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0365760
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0365760
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0290863
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0428321
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0428321
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt022055
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt022055
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0290863
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0428321
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0268808
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0406266
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0268808
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0406266
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0295925
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0295925
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04439
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt014574
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0291486
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0295925
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KENT MITCHELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GARY D SCHWARTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DANIEL M MCGILLOWAY JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0499 VAN BUREN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1499 VAN BUREN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2499 VAN BUREN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MONTEREY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MONTEREY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MONTEREY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093940
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd193940
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd293940
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt013780
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt013809
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt015664
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0208
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047276
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.07975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.01519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.06088
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.03328
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt029
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0291486
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0196408
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0107370
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt09034
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05392
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.189103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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02511 GARDEN ROAD SUITE A-180
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MONTEREY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093940
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MCGILLOWAY RAY BROWN & KAUFMAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum08313733337
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE NOTE 2, FEDERAL SUPPLEMENTAL INFO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0KENT MITCHELL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08313733337
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0499 VAN BUREN STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MONTEREY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd093940
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE NOTE 2, FEDERAL SUPPLEMENTAL INFO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEE NOTE 2, FEDERAL SUPPLEMENTAL INFO
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0KENT MITCHELL
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05392
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014515
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02116
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02116
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02116
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05392
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02116
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07007
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0KENT MITCHELL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02511 GARDEN RD SUITE A-180
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MONTEREY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd093940
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0140000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03779
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03779
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0KENT MITCHELL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02511 GARDEN RD SUITE A-180
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0MONTEREY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd093940
TaxesSchedule/TaxesDetail/Amt024
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt250
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt2REGISTRY OF CHARITABLE TRUSTS
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENT MITCHELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENT AND ST CLAIR MITCHELL CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KENT
ReturnHeader/Filer/EIN0272586327
ReturnHeader/Filer/PhoneNum08313734131
ReturnHeader/Filer/USAddress/AddressLine1Txt030 BONIFACIO PLAZA
ReturnHeader/Filer/USAddress/CityNm0MONTEREY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McGilloway Ray Brown & Kaufman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02511 Garden Road Suite A-180
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monterey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0939405381
ReturnHeader/PreparerPersonGrp/PhoneNum08313733337
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DM McGilloway CPA
ReturnHeader/ReturnTs02017-11-06T10:10:03-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$428,321
Liabilities
$22,055
Net assets
$406,266
Revenue
$142,934
Expenses
$5,476
Net income
$137,458
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.94$0.02$1.92$0.05$0.01$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.83$0.02$1.81$0.06$0.06$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.71$0.02$1.69$0.05$0.06$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.93$0.02$1.91$1.36$0.11$1.25
2020Detailed filing. Detailed filing data is available for this year.$0.64$0.02$0.62$0.03$0.15$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.76$0.02$0.74$0.15$0.02$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.63$0.02$0.61$0.11$0.02$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.55$0.02$0.52$0.13$0.02$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.02$0.41$0.14$0.01$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.02$0.27$0.10$0.02$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.20$0.02$0.18$0.10$0.00$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.10$0.02$0.08$0.10$0.00$0.10
2012Detailed filing. Detailed filing data is available for this year.$0.01$0.02$0.02$0.00