John MitchellJr Trust

BALTIMORE, MD EIN: 52-7005607

John MitchellJr Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BALTIMORE, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 8 grants totaling $244K. Net investment income was $156K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.1M

-4.4% YoY

Annual Giving

$244K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$30K

+0.0% YoY

Under IRS private-foundation payout rules, John MitchellJr Trust reported a distributable amount of $270K for 2024 — the minimum it must pay out in qualifying distributions.

About John MitchellJr Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maryland $882K (77%)

Pennsylvania $265K (23%)

States

Maryland Pennsylvania

Cities

BaltimorePittsburgh

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,133,568	$2,231,099	$2,434,051
Revenue	$163,050	$57,693	$104,909
Expenses	$260,581	$260,645	$250,563
Qualifying Distributions	$250,388	$250,533	$241,316
Net Investment Income	$155,889	$151,568	$138,524
Distributable Amount	$269,722	$243,299	$251,992

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

Grant Size Distribution

42 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include GBMC Foundation ($72,500), Hospital Albert Schweitzer Haiti ($50,000), The Wilmer Ophthalmological Institute ($35,500).

Recipient	Purpose	Amount
GBMC Foundation Baltimore, MD	Unrestricted	$16,000
GBMC Foundation Baltimore, MD	Unrestricted	$72,500
Gilchrist Center Baltimore Baltimore, MD	Unrestricted	$30,000
Greater Baltimore Medical Center Baltimore, MD	Unrestricted	$17,500
Hospital Albert Schweitzer Haiti Pittsburgh, PA	Unrestricted	$50,000
Johns Hopkins Institution - Otolaryngology Baltimore, MD	Unrestricted	$12,000
RYR-1 Foundation Pittsburgh, PA	Unrestricted	$10,000
The Wilmer Ophthalmological Institute Baltimore, MD	UnrestrictedUnrestricted	$35,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Robert Sloan	Trustee	0.2	—
Frederick S Koontz	Trustee	0.2	—
John W Payne	Trustee	0.2	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is John MitchellJr Trust?

John MitchellJr Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BALTIMORE, MD. It holds $2.1M in total assets as of 2024.

How large is John MitchellJr Trust?

As of 2024, John MitchellJr Trust holds $2.1M in total assets with $163K in annual revenue. It awarded 8 grants totaling $244K in 2024.

Where does John MitchellJr Trust operate?

John MitchellJr Trust has awarded grants in Maryland, Pennsylvania.

What size grants does John MitchellJr Trust award?

In 2024, John MitchellJr Trust awarded 8 grants totaling $244K — an average of about $30K per grant, based on its IRS Form 990 filings.

How much is John MitchellJr Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, John MitchellJr Trust reported a distributable amount of $270K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.