Mitchell Family Charitable Trust
Mitchell Family Charitable Trust is a private foundation, based in Newberg, OR. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 8 grants totaling $75K.
Mitchell Family Charitable Trust at a glance
In short: Mitchell Family Charitable Trust gave $75K across 8 grants in 2025 (avg $9K), mostly in Oregon. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $74,900
- +49.8% vs 2024
- Grants made (2025)
- 8
- +14.3% vs 2024
- Average grant
- $9,363
- +31.1% vs 2024
- Median grant
- $8,750
- Total assets
- $1,154,992
- -2.3% vs 2024
- Primary geography
- Oregon (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Mitchell Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was World Scholarship Fund ($15K). Together the top 7 received $69K.
Grant Size Distribution
39 grants across all recorded years
The most common grant size was under $50K: 39 grants of 39 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Mitchell Family Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+6%). Method
- In 2025 it paid out 114% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $50K (2024) to $75K (2025). In 2025 it made 8 grants totaling $75K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| World Scholarship Fund Portland, OR | Education | $15,000 |
| Newberg Fish Newberg, OR | Feeding the Hungary | $13,500 |
| Northside Community Church Newberg, OR | Support of Safe Families Program | $13,500 |
| Oregon State University Corvallis, OR | Education and Research | $10,000 |
| Webs Netarts, OR | Education | $7,500 |
| Various small Charities Newberg, OR | Education Homeless needs Hunger | $5,500 |
| Oregon Public Broadcasting Portland, OR | Public Education | $5,000 |
| First United Methodist Church Newberg, OR | Religious | $4,900 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,154,992 | $73,611 | $101,212 | $74,900 | 8 | $74,900 | — | $65,503 |
| 2024 | $1,182,593 | $71,380 | $93,587 | $50,000 | 7 | $61,800 | $39,593 | $64,953 |
| 2023 | $1,229,990 | $71,380 | $96,926 | $63,400 | 9 | $70,372 | $45,739 | $65,162 |
| 2022 | $1,230,149 | $71,380 | $96,926 | $70,372 | 8 | $70,372 | $45,739 | $64,867 |
| 2021 | $1,255,535 | $71,380 | $95,353 | $68,951 | 7 | $68,951 | $45,739 | $63,884 |
| 2020 | $1,279,509 | $1,364,276 | — | — | — | — | $41,909 | $63,442 |
Under IRS private-foundation payout rules, Mitchell Family Charitable Trust reported a distributable amount of $66K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Mitchell Family Charitable Trust is led by Benson C. Mitchell, President on every filing since 2021; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Benson C. Mitchell
President
On filings since 2021
No compensation reported
Barry Post
Secretary
On filings since 2020
No compensation reported
Kayda J. Mitchell
Vice President
On filings since 2020
No compensation reported
Former officers (1)
- Former: Benson Mitc hell (2020) — President
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 Mitchell Family Charitable Trust
How much does Mitchell Family Charitable Trust give each year?
Mitchell Family Charitable Trust gave $75K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50K across 7 grants.
What is Mitchell Family Charitable Trust's typical grant size?
Mitchell Family Charitable Trust's median grant in 2025 was $8,750, and its average grant was $9,363, across 8 grants on its 2025 IRS Form 990-PF.
Where does Mitchell Family Charitable Trust give grants?
Mitchell Family Charitable Trust gives mostly in Oregon: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Newberg, OR (4 grants) and Portland, OR (2 grants).
Does Mitchell Family Charitable Trust give general operating support?
Not in 2025: none of the 8 grants with a stated purpose on Mitchell Family Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support.
Who are Mitchell Family Charitable Trust's largest grantees?
Mitchell Family Charitable Trust's largest 2025 grantees include World Scholarship Fund ($15,000), Newberg Fish ($13,500) and Northside Community Church ($13,500), according to its 2025 IRS Form 990-PF. Together they received 56% of its itemized 2025 grant dollars.
How large is Mitchell Family Charitable Trust?
Mitchell Family Charitable Trust reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $75K in qualifying distributions that year, against a required minimum of $66K (roughly 5% of its investment assets).
What is Mitchell Family Charitable Trust's EIN?
Mitchell Family Charitable Trust's EIN (Employer Identification Number) is 84-4530062. 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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 2, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 31, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 19, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in Mitchell Family Charitable Trust's focus areas in our free grants database
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