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
Under IRS private-foundation payout rules, Mitchell Family Charitable Trust reported a distributable amount of $65K for 2024 — the minimum it must pay out in qualifying distributions.
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
Ready to take the next step with Mitchell Family Charitable Trust?
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
Among its reported 2024 grants, the largest include Oregon State University ($10,000), Northside Community Church ($10,000), World Scholarship Fund ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| OREGON STATE UNIVERSITY CORVALLIS, OR | RESEARCH AND EDUCATION | $10,000 |
| NORTHSIDE COMMUNITY CHURCH NEWBERG, OR | IN SUPPORT OF THE SAFE FAMILIES PROGRAM | $10,000 |
| WORLD SCHOLARSHIP FUND PORTLAND, OR | THIRD WORLD SCHOLARSHIP GRANTS | $10,000 |
| WEBS NETARTS, OR | EDUCATION | $7,500 |
| OREGON PUBLIC BROADCASTION PORTLAND, OR | EDUCATIONAL PROGRAMMING | $5,000 |
| NEWBERG FISH EMERGENCY FUND NEWBERG, OR | FEEDING THE HUNGARY | $5,000 |
| CURE LUKEMIA Hagerstown, MD | Research | $2,500 |
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
Frequently Asked Questions
What is Mitchell Family Charitable Trust?
Mitchell Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWBERG, OR. It holds $1.2M in total assets as of 2024.
How large is Mitchell Family Charitable Trust?
As of 2024, Mitchell Family Charitable Trust holds $1.2M in total assets with $71K in annual revenue. It awarded 7 grants totaling $50K in 2024.
Where does Mitchell Family Charitable Trust operate?
Mitchell Family Charitable Trust has awarded grants in Maryland, Oregon.
What size grants does Mitchell Family Charitable Trust award?
In 2024, Mitchell Family Charitable Trust awarded 7 grants totaling $50K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Mitchell Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Mitchell Family Charitable Trust reported a distributable amount of $65K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Mitchell Family Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Us Charitable Gift Trust
BOSTON, MA
Assets
$2.2B
Grants
6,518
Total Given
$231.4M
United Way of the Columbia-Willamette
PORTLAND, OR
Assets
$41.7M
Grants
115
Total Given
$14.8M
T Rowe Price Program for Charitable
BALTIMORE, MD
Assets
$648.3M
Grants
2,900
Total Given
$132.5M
Baird Foundation Inc
MILWAUKEE, WI
Assets
—
Grants
3,751
Total Given
$6.6M
The Blackbaud Giving Fund
CHARLESTON SC, SC
Assets
$52.7M
Grants
1,860
Total Given
$41.4M
Bny Mellon Charitable Gift Fund
BOSTON, MA
Assets
$2.0M
Grants
1,503
Total Given
$720.2M
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Impactassetsinc
BETHESDA, MD
Assets
$3.0B
Grants
2,733
Total Given
$580.1M
Verizon Foundation
BASKING RIDGE, NJ
Assets
$23.8M
Grants
5,464
Total Given
$7.0M
Duke Energy Foundation
CHARLOTTE, NC
Assets
$1.9M
Grants
41
Total Given
$25.6M
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Mitchell Family Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Mitchell Family Charitable Trust to a real strategy.