Lisa Mitchell Charitable Foundation
Lisa Mitchell Charitable Foundation is a private foundation, based in Mobile, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $399K in total assets. In 2025, it awarded 16 grants totaling $20K. Net investment income was $9K.
Key facts about Lisa Mitchell Charitable Foundation
In short: Lisa Mitchell Charitable Foundation gave $20K across 16 grants in 2025 (avg $1K), mostly in Alabama. 38% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 63-0956774
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $19,950
- Grants made (2025)
- 16
- Average grant
- $1,247
- Median grant
- $275
- New grantees (estimate)
- 38% first-time grantees (6 of 16, 2025)
- Total assets
- $399,086
- Primary geography
- Alabama (95% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$399K
-10.3% YoY
Annual Giving
$20K
+11.8% YoY
Grant Count
16
+60.0% YoY
Avg Grant Size
$1K
-30.1% YoY
Under IRS private-foundation payout rules, Lisa Mitchell Charitable Foundation reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.
Is Lisa Mitchell Charitable Foundation open to new grantees?
38%
first-time grantees, 2025
In 2025, 6 of 16 grantees (38%) were first-time recipients. First grants averaged $508; repeat grants $2K. How we count
Medians: $425 first-time, $250 repeat.
- 38% of 2025 grantees were also funded in 2024. Method
- Giving grew 73% from 2022 to 2025. Method
- In 2025 it paid out 103% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 16 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
82 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| USA CHILD & WOMEN Mobile, AL | CHARITABLE | $6,900 |
| USA MITCHELL CANCER INSTITUTE Mobile, AL | CHARITABLE | $6,900 |
| MOBILE AREA JEWISH FEDERATION Mobile, AL | RELIGIOUS | $1,100 |
| UMS WRIGHT SCHOOL Mobile, AL | EDUCATIONAL | $1,000 |
| USA HEALTH Mobile, AL | CHARITABLE | $1,000 |
| UNITED WAY SO WEST Mobile, AL | CHARITABLE | $1,000 |
| JEWISH THEOLOGICAL SEMINARY New York, NY | RELIGIOUS | $600 |
| OUR SISTERS' CLOSET Mobile, AL | CHARITABLE | $300 |
| MOBILE MUSEUM OF ART Mobile, AL | EDUCATIONAL | $250 |
| CONG AHAVAS CHESED Mobile, AL | RELIGIOUS | $200 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $399,086 | $444,727 | $439,286 |
| Revenue | $-25,459 | $22,762 | $7,460 |
| Expenses | $20,182 | $17,886 | $20,528 |
| Qualifying Distributions | $19,950 | $17,850 | $19,500 |
| Net Investment Income | $8,558 | $22,762 | $8,168 |
| Distributable Amount | $19,310 | $18,798 | $18,384 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Lisa Mitchell Charitable Foundation is led by Lisa Mitchell Bukstein, President on every filing since 2020; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Lisa Mitchell Bukstein
President
On filings since 2020
1 hr/week
No compensation reported
Melinda M. Wertheim
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Richard C. Mitchell
Director
On filings since 2020
0.3 hrs/week
No compensation reported
Arlene F. Mitchell
Vice President & Secretary
On filings since 2020
0.3 hrs/week
No compensation reported
Joy M. Grodnick
Assistant Secretary
On filings since 2020
0.3 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Lisa Mitchell Charitable Foundation
How much does Lisa Mitchell Charitable Foundation give each year?
Lisa Mitchell Charitable Foundation gave $20K across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $18K across 10 grants.
What is Lisa Mitchell Charitable Foundation's typical grant size?
Lisa Mitchell Charitable Foundation's median grant in 2025 was $275, and its average grant was $1,247, across 16 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Lisa Mitchell Charitable Foundation that year got $508 on average.
Where does Lisa Mitchell Charitable Foundation give grants?
Lisa Mitchell Charitable Foundation gives mostly in Alabama: 95% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Mobile, AL (12 grants).
Does Lisa Mitchell Charitable Foundation give general operating support?
Not in 2025: none of the 16 grants with a stated purpose on Lisa Mitchell Charitable Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (8 grants), "Religious" (4 grants) and "Educational" (3 grants).
Who are Lisa Mitchell Charitable Foundation's largest grantees?
Lisa Mitchell Charitable Foundation's largest 2025 grantees include USA Child & Women ($6,900), USA Mitchell Cancer Institute ($6,900) and Mobile Area Jewish Federation ($1,100), according to its 2025 IRS Form 990-PF. Together they received 75% of its itemized 2025 grant dollars.
How large is Lisa Mitchell Charitable Foundation?
Lisa Mitchell Charitable Foundation reported $399K in total assets on its 2025 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $19K (roughly 5% of its investment assets).
What is Lisa Mitchell Charitable Foundation's EIN?
Lisa Mitchell Charitable Foundation's EIN (Employer Identification Number) is 63-0956774. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Lisa Mitchell Charitable Foundation by hand.
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