William A And Mary Elizabeth Mitchell Foundation in Pittsburgh, Pennsylvania (PA)

Organization representatives - add corrected or new information about William A And Mary Elizabeth Mitchell Foundation »

Non-representatives - add comments about William A And Mary Elizabeth Mitchell Foundation»

William A And Mary Elizabeth Mitchell Foundation
Employer Identification Number (EIN)356536740
Name of OrganizationWilliam A And Mary Elizabeth Mitchell Foundation
In Care of NamePnc Bank Na
Address620 Liberty Ave, Pittsburgh, PA 15222-2722
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date08/1991
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2014
Assets$10,000,000 to $49,999,999
Income$5,000,000 to $9,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$16,455,426
Amount of Income$8,804,379
Form 990 Revenue Amount$853,604

Non-representatives - add comments:


Your IP address will be logged.

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

Analysis of Revenue and Expenses (for 2014)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$1,859,485$1,766,442$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$206
Dividends and interest from securities$434,998
Gross rents$0
Gross sales price for all assets$8,367,988
Gross profit from sales of goods$0
Other income$1,187
Total expenses and disbursements$959,959$55,471$0$865,136
Compensation of officers, directors, trustees, etc.$109,957
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$149,802$55,471$54,979
Contributions, gifts, grants paid$810,157
Excess of revenue over expenses and disbursements$899,526
Net investment income$1,710,971
Adjusted net income$0
Balance Sheets
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$15,143,501$16,951,476$15,449,543$17,863,719$16,455,426$19,986,574
Cash - non-interest-bearing$0$0$0
Investments-U.S. and state government obligations$251,826$251,826$461,610
Investments-corporate stock$9,649,434$9,630,510$6,448,015
Investments-corporate bonds$4,263,326$5,064,093$2,324,276
Investments-mortgage loans$0$0$0
Other assets$0$0
Total liabilities$1$1$1
Mortgages and other notes payable$0$0$0
Other liabilities$0$0
Total liabilities and net assets/fund balances$15,143,501$15,449,543$16,455,426
Capital Gains and Losses for Tax on Investment Income
Capital gain net income$397,992$718,935$1,423,094
Net capital loss$0$0$0
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$8,136$22,716$34,219
Total credits and payments$14,000$11,864$28,500
Current year estimated tax payments and previous year's overpayment credited to current year$14,000$11,864$28,500
Exempt foreign organizations-tax withheld at source$0$0$0
Tax paid with application for extension of time to file (Form 8868)$0$0$0
Backup withholding erroneously withheld$0$0$0
Any penalty for underpayment of estimated tax$0$0$0
Tax due$10,852$5,719
Amount to be credited to next year's estimated tax$5,864$0$0
Statements Regarding Activities
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?YesYesYes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$17,125,818$17,973,337$19,236,555
Net value of noncharitable-use assets$17,703,737$18,948,007
Minimum investment return$843,447$885,187$947,400
Distributable Amount
Distributable amount$835,311$862,471$913,181
Undistributed Income
Distributable amount for this year$835,311$862,471$913,181
Undistributed income for this year. This amount must be distributed in the next year$770,389$809,106$857,151
Private Operating Foundations (for 2011 - 2014)
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Supplementary Information (for 2014)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2014)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$206$0
Dividends and interest from securities$434,998$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated


Your Review

Would you recommend William A And Mary Elizabeth Mitchell Foundation to others? (optional)
Add photo of William A And Mary Elizabeth Mitchell Foundation (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Recently Added Reviews
Allegheny Tax Society in Pittsburgh, PA
Lifesitenews Com Inc in Pittsburgh, PA
Newport Drive Properties in Pittsburgh, PA
The Pittsburgh Project in Pittsburgh, PA
Cornerstone Church Of Clarion in Shippenville, PA
Pink Hands Of Hope in Mechanicsburg, PA
The Christine M Mccaffrey Community Emergency Fund in Langhorne, PA
Valley Asa Softball in Sayre, PA
Rotary International, Altoona-Sunrise Rotary Club in Altoona, PA
Light Of The World Ministries in Philadelphia, PA
Other organizations in Pennsylvania
IdNameAddressStateEstablishedTotal Income
1Weissglass Charitable TrustPO BOX 820, Pocono Pines, PA 18350-0820PA1988-04$47,096
2Viola L Mccarty Tr Fof Charities, Andrews William Ttee620 Liberty Ave, Pittsburgh, PA 15222-2722PA1999-07$829,587
3Virgil Aldridge Fbo Central Baptist Church Tr Uw 44 38-K005-007PO BOX 609, Pittsburgh, PA 15230-0609PA1999-01$49,691
4Virginia B Mcknight Scholarship Foundation Tr Under Will Dated 9 1PO BOX 609, Pittsburgh, PA 15230-0609PA1984-06$158,631
5W C Henry Memorial Fund Ua Fbo, Henry R PPO BOX 609, Pittsburgh, PA 15230-0609PA$96,436
6Wallace O Refke TrustPO BOX 609, Pittsburgh, PA 15230-0609PA1998-02$156,182
7Wally Byam Caravan Club International Inc114 Flagstaff Road, Philadelphia, PA 19115PA1966-09$0
8Walter E & Mary C Beyer FundPO BOX 609, Pittsburgh, PA 15230-0609PA1985-09$198,384
9West Sunbury Cem AssnPO BOX 609, Pittsburgh, PA 15230-0609PA$32,200
10Wildwood Foundation Tr, Mcdougall Sally Houston TteePO BOX 609, Pittsburgh, PA 15230-0609PA1995-10$30,975
11William A And Mary Elizabeth Mitchell Foundation620 Liberty Ave, Pittsburgh, PA 15222-2722PA1991-08$8,804,379
12William And Josephine Roe Scholarship FundPO BOX 609, Pittsburgh, PA 15230-0609PA1991-08$71,596
13William D & Katharine H Goodwin Memorial TrPO BOX 609, Pittsburgh, PA 15230-0609PA1998-08$9,697
14William F Troxell Charitable TrPO BOX 609, Pittsburgh, PA 15230-0609PA2004-06$706,716
15William H Clough & Harriet Y Clough Memorial Scholarship FundPO BOX 609, Pittsburgh, PA 15230-0609PA2008-03$676,898
16William H Haury Trust Dtd 7-17-80 Fbo St Paul United Church Of ChrisPO BOX 609, Pittsburgh, PA 15230-0609PA$23,867
17William Howard Allen Memorial Fund Uw 002-2231, Barrett George T TteePO BOX 609, Pittsburgh, PA 15230-0609PA$342,649
18William J & Ida M Picciotto TrustPO BOX 609, Pittsburgh, PA 15230-0609PA$10,355
19William M & Cora Mae Davidson Memorial FundPnc Bank Na 620 Liberty Avenue 10, Pittsburgh, PA 15222PA1997-07$555,181
20William M And Louise O Allen Scholarship FundPO BOX 609, Pittsburgh, PA 15230-0609PA1970-12$49,879

NonProfitFacts.com is not associated with, endorsed by, or sponsored by William A And Mary Elizabeth Mitchell Foundation and has no official or unofficial affiliation with William A And Mary Elizabeth Mitchell Foundation