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J W And Sandra L Mitchell Foundation

  • Newport Beach, CA
  • Tax-exempt since June 2017
  • EIN: 81-2945933

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$4.26M (2024)

Expenses
$1.27M (2024)

Total Assets
$22M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2016 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,263,642
Expenses
$1,273,230
Net Income
$2,990,412
Net Assets
$21,981,969
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,553,202
59.9%
Interest Revenue $6,140
0.1%
Dividends $784,728
18.4%
Sales of Assets $881,031
20.7%
Other Income $38,541
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,099,500
86.4%
Compensation of Officers* $90,000
7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $21,981,969
Total Liabilities $0
Net Assets $21,981,969
Compensation
Key Employees and Officers Compensation Other
Richard C Goodman (Trustee) $30,000 $0
Howard M Schulman (Trustee) $30,000 $0
John J Swigart Jr (Trustee) $30,000 $0
Sandra L Mitchell Deceased 2 10 24 (Trustee) $0 $0
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Document Links

990-PF
Filed on Nov. 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,377,946
Expenses
$1,224,578
Net Income
$153,368
Net Assets
$19,004,481
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $124,518
9.0%
Dividends $619,069
44.9%
Sales of Assets $597,175
43.3%
Other Income $37,184
2.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,035,510
84.6%
Compensation of Officers* $90,000
7.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $19,004,481
Total Liabilities $0
Net Assets $19,004,481
Compensation
Key Employees and Officers Compensation Other
Richard C Goodman (Trustee) $30,000 $0
Howard M Schulman (Trustee) $30,000 $0
John J Swigart Jr (Trustee) $30,000 $0
Sandra L Mitchell Deceased 2 10 24 (Trustee) $0 $0
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Document Links

990-PF
Filed on Nov. 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$909,318
Expenses
$1,317,710
Net Income
-$408,392
Net Assets
$18,856,717
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,432
0.3%
Dividends $538,786
59.3%
Sales of Assets $330,623
36.4%
Other Income $37,477
4.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $90,000
6.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $18,856,717
Total Liabilities $0
Net Assets $18,856,717
Compensation
Key Employees and Officers Compensation Other
Richard C Goodman (Trustee) $30,000 $0
Howard M Schulman (Trustee) $30,000 $0
John J Swigart Jr (Trustee) $30,000 $0
Sandra L Mitchell (Trustee) $0 $0
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Document Links

990-PF
Filed on Nov. 9, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,040,758
Expenses
$1,150,901
Net Income
$889,857
Net Assets
$20,158,376
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $95
0.0%
Dividends $818,356
40.1%
Sales of Assets $1,185,880
58.1%
Other Income $36,427
1.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $962,000
83.6%
Compensation of Officers* $90,000
7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $20,158,376
Total Liabilities $0
Net Assets $20,158,376
Compensation
Key Employees and Officers Compensation Other
Richard C Goodman (Trustee) $30,000 $0
Howard M Schulman (Trustee) $30,000 $0
John J Swigart Jr (Trustee) $30,000 $0
Sandra L Mitchell (Trustee) $0 $0
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Document Links

990-PF
Filed on Nov. 4, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$294,913
Expenses
$1,211,418
Net Income
-$916,505
Net Assets
$19,274,260
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,181
0.4%
Dividends $493,452
> 100%
Sales of Assets $0
Other Income $35,914
12.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,033,300
85.3%
Compensation of Officers* $90,000
7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $19,274,261
Total Liabilities $1
Net Assets $19,274,260
Compensation
Key Employees and Officers Compensation Other
Richard C Goodman (Trustee) $30,000 $0
Howard M Schulman (Trustee) $30,000 $0
John J Swigart Jr (Trustee) $30,000 $0
Sandra L Mitchell (Trustee) $0 $0
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Document Links

990-PF
Filed on July 2, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$787,001
Expenses
$1,160,412
Net Income
-$373,411
Net Assets
$20,204,587
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4,379
0.6%
Dividends $546,097
69.4%
Sales of Assets $205,102
26.1%
Other Income $31,423
4.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $977,200
84.2%
Compensation of Officers* $90,000
7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $20,204,588
Total Liabilities $1
Net Assets $20,204,587
Compensation
Key Employees and Officers Compensation Other
Richard C Goodman (Trustee) $30,000 $0
Howard M Schulman (Trustee) $30,000 $0
John J Swigart Jr (Trustee) $30,000 $0
Sandra L Mitchell (Trustee) $0 $0
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Document Links

990-PF
Filed on June 5, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$578,899
Expenses
$1,043,946
Net Income
-$465,047
Net Assets
$20,577,999
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $17,940
3.1%
Dividends $561,450
97.0%
Sales of Assets -$491
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $872,000
83.5%
Compensation of Officers* $30,000
2.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $20,577,999
Total Liabilities $0
Net Assets $20,577,999
Compensation
Key Employees and Officers Compensation Other
Richard C Goodman (Trustee) $10,000 $0
Howard M Schulman (Trustee) $10,000 $0
John J Swigart Jr (Trustee) $10,000 $0
142 (Trustee) $0 $0
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Document Links

990-PF
Filed on Nov. 1, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,727,760
Expenses
$683,766
Net Income
$14,043,994
Net Assets
$21,210,659
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $14,720,192
99.9%
Other Income $7,568
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $620,000
90.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $21,210,659
Total Liabilities $0
Net Assets $21,210,659
Compensation
Key Employees and Officers Compensation Other
Sandra L Mitchell (Trustee) $0 $0
Richard C Goodman (Trustee) $0 $0
Howard M Schulman (Trustee) $0 $0
John J Swigart Jr (Trustee) $0 $0
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Document Links

990-PF
Filed on June 8, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,000,000
Expenses
$0
Net Income
$20,000,000
Net Assets
$19,857,771
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $20,000,000
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $20,000,000
Total Liabilities $142,229
Net Assets $19,857,771
Compensation
Key Employees and Officers Compensation Other
Sandra L Mitchell (Trustee) $0 $0
Richard C Goodman (Trustee) $0 $0
Howard M Schulman (Trustee) $0 $0
John J Swigart Jr (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 13, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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