Mitchell Family Charitable Trust
Mitchell Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWBERG, OR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 7 grants totaling $50K. Net investment income was $40K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
-3.9% YoY
Annual Giving
$50K
-21.1% YoY
Grant Count
7
-22.2% YoY
Avg Grant Size
$7K
+1.4% YoY
About Mitchell Family Charitable Trust
Based on IRS filings
Mitchell Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWBERG, OR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 7 grants totaling $50K. Net investment income was $40K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,182,593 | $1,229,990 | $1,230,149 |
| Revenue | $71,380 | $71,380 | $71,380 |
| Expenses | $93,587 | $96,926 | $96,926 |
| Qualifying Distributions | $61,800 | $70,372 | $70,372 |
| Net Investment Income | $39,593 | $45,739 | $45,739 |
| Distributable Amount | $64,953 | $65,162 | $64,867 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
31 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BENSON C MITCHELL | PRESIDENT | — | — |
| KAYDA J MITCHELL | VICE PRESIDENT | — | — |
| BARRY POST | SECRETARY | — | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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Total Given
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Assets
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Total Given
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Grants
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Total Given
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Oregon Pathfinder
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Assets
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Total Given
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Trail Rhythms Inc
SISTERS, OR
Assets
$3K
Grants
0
Total Given
—
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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