J W And Sandra L Mitchell Foundation
- Assets
- $20.2m
- Revenue
- $2.0m
- Investments
- $20.0m
- Employees
- 0
- Location
- Aliso Viejo, CA
- Founding
- 06/2017
- Data as of
- 12/2021
- EIN
- 81-2945933
Organization Overview
J W And Sandra L Mitchell Foundation is located in Aliso Viejo, CA. The organization was established in 2017. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. J W And Sandra L Mitchell Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, J W And Sandra L Mitchell Foundation generated $2.0m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (31.6%) each year.
Since 2017, J W And Sandra L Mitchell Foundation has awarded 129 individual grants totaling $5,553,900. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Richard C Goodman Trustee | 0 | $30,000 | |
Howard M Schulman Trustee | 0 | $30,000 | |
John J Swigart Jr Trustee | 0 | $30,000 | |
Sandra L Mitchell Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $95 |
| Dividends & Interest | $818,356 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,185,880 |
| Capital Gain Net Income | $5,507 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $36,427 |
| Total Revenue | $2,040,758 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $90,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,844 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $91,792 |
| Total operating and administrative expenses | $188,901 |
| Contributions, gifts, grants paid | $962,000 |
| Total expenses and disbursements | $1,150,901 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $77,690 |
| Savings and temporary cash investments | $92,398 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $5,800 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $19,982,488 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $20,158,376 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, J W And Sandra L Mitchell Foundation has awarded $962,000 in support to 24 organizations.
| Grant Recipient | Amount |
|---|---|
Orange, CA PURPOSE: TO AID IN CHARITABLE ACTIVITIES | $150,000 |
Irvine, CA PURPOSE: TO AID IN CHARITABLE ACTIVITIES | $100,000 |
CIRCLE 1000 HOAG FAMILY PURPOSE: TO AID IN CHARITABLE ACTIVITIES | $100,000 |
SHARE OURSELVES PURPOSE: TO AID IN CHARITABLE ACTIVITIES | $100,000 |
ST JUDE CHILDREN'S HOSPITAL PURPOSE: TO AID IN CHARITABLE ACTIVITIES | $60,000 |
CHILDRENS HOSPITAL OF PURPOSE: TO AID IN CHARITABLE ACTIVITIES | $60,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The 1440 Foundation Saratoga, CA | $206,653,487 | $19,808,457 |
Merkin Family Foundation Marina Del Rey, CA | $241,752,328 | $31,870,945 |
Hopper-Dean Foundation Menlo Park, CA | $45,438,431 | $29,723,797 |
Troesh Family Foundation Henderson, NV | $90,271,272 | $18,993,634 |
Bia Echo Foundation Reno, NV | $26,357,504 | $25,798,977 |
Connie And Bob Lurie Foundation Inc Redwood City, CA | $112,597,495 | $25,457,180 |
Kennys Kids Sedona, AZ | $0 | $509,065 |
Meadowview Foundation San Rafael, CA | $189,484,174 | $15,305,967 |
Pwb Foundation San Francisco, CA | $347,304,916 | $12,423,770 |
Jeffrey Carlton Charitable Foundation Udt Dated April 10 2009 Villa Park, CA | $0 | $7,778,728 |
Autodesk Foundation San Francisco, CA | $47,337 | $16,300,000 |
Priem Family Foundation Burlingame, CA | $0 | -$4,034,198 |