Form990-PF
Click to see list of attachments

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
The Roy F & Joann Cole Mitte Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)1008 West Avenue
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Austin, TX78701
A Employer identification number

74-2766058
B Telephone number (see instructions)

(512) 233-5599
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$17,408,884J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 4,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 39,083 39,083  
4 Dividends and interest from securities... 279,761 279,761  
5a Gross rents............ 9,762 9,762  
b Net rental income or (loss) -4,205
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 1,122,922
b Gross sales price for all assets on line 6a 4,252,240
7 Capital gain net income (from Part IV, line 2)... 1,146,005
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 149,924 89,189  
12 Total. Add lines 1 through 11........ 1,605,452 1,563,800  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 99,567 41,164   40,481
14 Other employee salaries and wages...... 247,816 134,790   100,635
15 Pension plans, employee benefits....... 61,203 32,830   26,106
16a Legal fees (attach schedule)......... Click to see attachment 41,524 11,810    
b Accounting fees (attach schedule)....... Click to see attachment 25,826 24,296   1,014
c Other professional fees (attach schedule).... Click to see attachment 76,121 45,189   37,060
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,178     1,178
19 Depreciation (attach schedule) and depletion... Click to see attachment 25,775 16,109  
20 Occupancy.............. 36,624 11,198   24,578
21 Travel, conferences, and meetings....... 55,454 17,154   34,739
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 60,580 43,569   14,957
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 731,668 378,109   280,748
25 Contributions, gifts, grants paid....... 491,150 746,150
26 Total expenses and disbursements. Add lines 24 and 25 1,222,818 378,109   1,026,898
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 382,634
b Net investment income (if negative, enter -0-) 1,185,691
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 155,798 117,666 117,666
2 Savings and temporary cash investments......... 797,900 931,575 931,575
3 Accounts receivable bullet11,873
Less: allowance for doubtful accounts bullet   8,103 11,873 11,873
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 18,583 12,671 12,671
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 8,942,198 Click to see attachment6,790,636 6,790,636
c Investments—corporate bonds (attach schedule)....... 3,037,818 Click to see attachment2,960,623 2,960,623
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,607,763 Click to see attachment3,947,423 4,678,688
14 Land, buildings, and equipment: basis bullet2,473,435
Less: accumulated depreciation (attach schedule) bullet568,283 1,103,837 Click to see attachment1,905,152 1,905,152
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,672,000 16,677,619 17,408,884
Liabilities 17 Accounts payable and accrued expenses.......... 122,248 63,685
18 Grants payable................. 480,000 225,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 602,248 288,685
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 18,069,752 16,388,934
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 18,069,752 16,388,934
31 Total liabilities and net assets/fund balances (see instructions). 18,672,000 16,677,619
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
18,069,752
2
Enter amount from Part I, line 27a .....................
2
382,634
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
372,235
4
Add lines 1, 2, and 3 ..........................
4
18,824,621
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,435,687
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
16,388,934
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly traded securities      
b Capital gain distributions      
c Sale of WC Campbell      
d Passthrough K-1 capital gain      
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,059,659   3,113,647 946,012
b 18,366     18,366
c 177,993   15,671 162,322
d 19,305     19,305
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       946,012
b       18,366
c       162,322
d       19,305
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,146,005
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 944,709 18,858,994 0.05009
2016 892,373 18,240,366 0.04892
2015 636,433 18,607,718 0.03420
2014 474,357 20,388,642 0.02327
2013 474,453 19,145,079 0.02478
2
Total of line 1, column (d) .....................
2
0.181267
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.036253
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
18,781,673
5
Multiply line 4 by line 3......................
5
680,892
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
11,857
7
Add lines 5 and 6........................
7
692,749
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,475,862
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 11,857
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 11,857
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 11,857
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 3,750
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,750
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 24
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,131
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.mittefoundation.org
    14
    The books are in care ofbulletCarolyn Molstad Telephone no.bullet (512) 233-5599

    Located atbullet1008 West AvenueAustinTX ZIP+4bullet78701
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Dilum Chandrasoma President
    4.00     		15,400    
    1008 West Avenue
    Austin,TX78701
    Dyna Mitte Secretary
    4.00     		13,850    
    1008 West Avenue
    Austin,TX78701
    Robert Burton Treas to Feb 18
    4.00     		2,017    
    1008 West Avenue
    Austin,TX78701
    RJ Mitte Treas from Feb
    4.00     		13,850    
    1008 West Avenue
    Austin,TX78701
    John Butler Director
    2.00     		12,100    
    1008 West Avenue
    Austin,TX78701
    Dianne Carriere Director
    2.00     		12,100    
    1008 West Avenue
    Austin,TX78701
    Diane Garza Director
    2.00     		3,025    
    1008 West Avenue
    Austin,TX78701
    Joseph C McCormick Director
    2.00     		12,100    
    1008 West Avenue
    Austin,TX78701
    James Mead Director
    2.00     		12,100    
    1008 West Avenue
    Austin,TX78701
    Ruth Anne Tomlinson Director
    2.00     		3,025    
    1008 West Avenue
    Austin,TX78701
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    Carolyn Molstad Executive Director
    40.00     		175,267 3,203  
    1008 West Avenue
    Austin,TX78701
    Julie Gunn Office Mgr
    40.00     		72,549 1,292  
    1008 West Avenue
    Austin,TX78701
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 The Foundation provides the use of its Carriage House property at no charge to nonprofit organizations for their use in capacity building activities, such as board training sessions, planning meetings, and collaborative discussions. 65,422
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    12,430,674
    b
    Average of monthly cash balances.......................
    1b
    120,775
    c
    Fair market value of all other assets (see instructions)................
    1c
    6,516,239
    d
    Total (add lines 1a, b, and c).........................
    1d
    19,067,688
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    19,067,688
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    286,015
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    18,781,673
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    939,084
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    939,084
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    11,857
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,857
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    927,227
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    927,227
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    927,227
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,026,898
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    448,964
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,475,862
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    11,857
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,464,005
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 927,227
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 8,248
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,475,862
    a Applied to 2017, but not more than line 2a 8,248
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 927,227
    e Remaining amount distributed out of corpus 540,387
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 540,387
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		540,387
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018.... 540,387
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Coleith Molstad
    1008 West Avenue
    Austin,TX78701
    (512) 233-5579
    bThe form in which applications should be submitted and information and materials they should include:
    Go to www.mittefoundation.org for application
    cAny submission deadlines:
    Go to www.mittefoundation.org for application deadlines
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Go to www.mittefoundation.org for restrictions
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Meals on Wheels and More
    PO Box 6248
    Austin,TX78762     		N/A PC Meal delivery for elderly and disabled individuals 10,000
    University of TX-Austin
    PO Box 250
    Austin,TX78767     		N/A GOV Division of Diversity and Community Engagement; UT Austin Students Partnering for Undergraduate Rhetoric Success (SPURS) Dual Credit Pilot 15,000
    University of TX-Austin
    PO Box 250
    Austin,TX78767     		N/A GOV K-16 Education Center - UT Online High School 5,000
    Austin Groups for the Elderly
    3710 Cedar Street
    Austin,TX78705     		N/A PC Caregiver Resources Program 5,000
    Austin Community College
    5930 Middle Fiskville Rd
    Austin,TX78752     		N/A GOV ACC Foster Care Student Program: Support for Success 10,000
    C5 Youth Foundation of Texas
    3012 Industrial Ter
    Austin,TX78758     		N/A PC Support the Texas Road to College Program for at-risk youth 10,000
    College Forward
    312 Murray St
    Manor,TX78653     		N/A PC Central Texas College Access and Success Program 10,000
    Easter Seals Central Texas
    910 W Anderson Ln
    Austin,TX78757     		N/A PC Ability Assistance Program 10,000
    Texas Ramp Project
    PO Box 832065
    Richardson,TX75083     		N/A PC Austin East Ramp Project 5,000
    Austin Children's Museum
    1830 Simond Ave
    Austin,TX78723     		N/A PC Volunteer Program 10,000
    CASA of Travis County
    7701 N Lamar Blvd Ste 301
    Austin,TX78752     		N/A PC Trauma-informed care for teens in the foster care system 5,000
    Helping Hand Home for Children
    3804 Avenue B
    Austin,TX78751     		N/A PC Therapeutic enrichment activities for children in residential treatment 5,000
    KIPP Austin Public Schools Inc
    8509 FM 969 Ste 513
    Austin,TX78724     		N/A PC KIPP Through College (KTC) 10,000
    Austin Speech Labs
    7800 Shoal Creek Blvd Ste 136-S
    Austin,TX78757     		N/A PC Intensive speech therapy combined with music therapy to help stroke survivorsrecover communication 5,000
    Bulverde Spring Branch Emerg Servic
    353 Rodeo Dr
    Spring Branch,TX78070     		N/A PC Marketing home health visits for seniors 5,000
    Changing Expectations Corp
    PO Box 1965
    Round Rock,TX78680     		N/A PC VEX robotics & computer codingclubs for AISD Lanier High & Burnet Middle Schools 10,000
    Huston-Tillotson University
    900 Chicon St
    Austin,TX78702     		N/A PC Student academic scholarships awarded based on merit and financial need 25,000
    Spirit Reins
    2055 County Rd 284
    Liberty Hill,TX78642     		N/A PC Reining in Trauma: Mental health services for children and families 5,000
    Communities in Schools of Central T
    3000 S I 35 Frontage Rd 200
    Austin,TX78704     		N/A PC XY-Zone Program 5,000
    Breakthrough Austin
    1050 E 11th St Ste 350
    Austin,TX78702     		N/A PC High school programming 15,000
    Operation Finally Home
    1659 State Hwy 46 West Suite 11
    New Braunfels,TX78132     		N/A PC Mortgage-free homes for wounded veterans 10,000
    ROCK Ride on Center for Kids
    PO Box 2422
    Georgetown,TX78627     		N/A PC Therapy for children and adults with disabilities 5,000
    University of Texas Foundation
    PO Box 250
    Austin,TX78767     		N/A PC UT Outreach Center 10,000
    Con Mi Madre
    1925 San Jacinto Blvd
    Austin,TX78712     		N/A PC College preparation and access program 10,000
    Girl Scouts of Central Texas Inc
    12012 Park Thirty-Five Circle
    Austin,TX78753     		N/A PC Tech Girls 10,000
    Mobile Loaves Fishes Inc
    903 S Capital of Texas Hwy
    Austin,TX78746     		N/A PC Community First! Village resident care program; purchase a ceramic slab roller for the Art House 20,000
    Austin Habitat for Humanity
    310 Comal St
    Austin,TX78702     		N/A PC ReStore Facility Building Bar 30,000
    Candlelight Ranch Foundation
    PO Box 26367
    Austin,TX78755     		N/A PC Support for therapeutic and educational services for at-risk and disabled children 5,000
    Foster Angels of Central Texas
    PO Box 152575
    Austin,TX78715     		N/A PC Educational assistance for children in central Texas foster care 5,000
    TILT
    4012 Sierra Dr
    Austin,TX78731     		N/A PC Working Production program 5,000
    Philanthropy Southwest
    624 North Good-Latimer Expressway
    Dallas,TX75204     		N/A PC Sustaining Partner Program 1,150
    Raegan N Bass
    320 E 6th Street
    Flatonia,TX78941     		None I Scholarship 10,000
    Brianna R Gaetz
    2221 Lakeline Dr
    New Braunfels,TX78130     		None I Scholarship 10,000
    Brittnee R Limuel
    PO Box 1124
    Manor,TX78653     		None I Scholarship 10,000
    Emily Moseley
    706 Duke Place
    Tyler,TX75703     		None I Scholarship 10,000
    Anna M Nemec
    1720 Kimbro Street
    Taylor,TX76574     		None I Scholarship 10,000
    Sohmer Peterson
    710 Elm Grove Road
    Seguin,TX78155     		None I Scholarship 10,000
    Mallory R Vrazel
    8205 West US Hwy 90
    Schulenburg,TX78956     		None I Scholarship 10,000
    Mission Capital
    8303 N MoPac Expwy Suite A201
    Austin,TX78759     		N/A PC Meeting space use of the Carriage House 25,000
    DiscoverSTEAM Foundation
    2931 Chatelaine Dr
    Austin,TX78746     		N/A PC Support the F1 in schools program for youth attending Region XIII schools 10,000
    Hispanic Alliance for Performing Ar
    2235 E 6th Street Ste 107
    Austin,TX78702     		N/A PC Austin sound-waves advanced skills and mentoring program 10,000
    Devrie Duncan
    PO Box 456
    Edna,TX77957     		None I Scholarship 10,000
    Eva M Ackerman
    4072 Enclave Mesa Circle
    Austin,TX78731     		None I Scholarship 10,000
    Garrett A Pfluger
    100 Rio Vista Dr
    Georgetown,TX78626     		None I Scholarship 10,000
    Luwam Estifanos
    2508 Vernell Way
    Round Rock,TX78664     		None I Scholarship 10,000
    Rachel C Steinhauser
    PO Box 277
    Flatonia,TX78941     		None I Scholarship 10,000
    Reagan Bludau
    106 East Summit Street
    Schulenburg,TX78956     		None I Scholarship 10,000
    Brownsville Community Foundation
    1950 Paredes Line Road
    Brownsville,TX78521     		N/A PC Big Give Brownsville project for 2017 5,000
    Alpha Charity League
    12923 Butterfly Ln
    Houston,TX77024     		N/A PC ACL Class Leadership and True Alpha Leader Guest Speaker Series 5,000
    Arts for a Better Tomorrow
    422 S Western Ave Ste 206
    Los Angeles,CA90020     		N/A PC Breaking Barriers Program 10,000
    Austin Dog Alliance
    1321 W New Hope Drive
    Cedar Park,TX78613     		N/A PC Support for dog therapy programs 5,000
    Children's Cerebral Palsy Movement
    PO Box 81000
    Rancho Sta Margarita,CA92688     		N/A PC CP Community Creation program 10,000
    Brownsville Animal Defense
    1225 N Expressway 77
    Brownsville,TX78520     		N/A PC Caring for Dogs Program 5,000
    The Ferrari Kid
    140 Heimer Suite 500 Merchco Build
    San Antonio,TX78232     		N/A PC Support for children with cancer 10,000
    Greater Austin Performing Arts Cent
    701 W Riverside Dr
    Austin,TX78704     		N/A PC Youth development 15,000
    Austin Classical Guitar Society
    PO Box 4072
    Austin,TX78765     		N/A PC Disability services 10,000
    Guide Dogs of Texas Inc
    1503 Allena Drive
    San Antonio,TX78213     		N/A PC Disability services 5,000
    Alexandra Benker
    400 Bizzell St
    College Station,TX77843     		None I Scholarship 10,000
    Bailey Dulas
    157 Oak Leaf
    College Station,TX77845     		None I Scholarship 10,000
    Cristina Rojo
    PO Box 1152
    Buda,TX78610     		None I Scholarship 10,000
    Daylon R Drews
    5750 Koether Road
    Carmine,TX78932     		None I Scholarship 10,000
    Gabriella Rico
    2121 Trede Dr
    Austin,TX78745     		None I Scholarship 10,000
    Lucas Whitefield
    2905 Pinecrest Drive
    Austin,TX78757     		None I Scholarship 10,000
    Mariel Mayhew
    2211 Sununit Ridge
    San Marcos,TX78666     		None I Scholarship 10,000
    Oanh T Nguyen
    7712 Huddleston Ln
    Austin,TX78745     		None I Scholarship 10,000
    Taylor W Mcintyre
    5502 Salem Hill Drive
    Austin,TX78745     		None I Scholarship 10,000
    Johnny T Dang
    6705 Tulloch Way
    Austin,TX78754     		None I Scholarship 10,000
    Nicholas Fulbright
    4616 Silverton
    Schertz,TX78154     		None I Scholarship 10,000
    Mallory Hoffman
    1814 Cattle Dr
    Cedar Park,TX78613     		None I Scholarship 10,000
    Kelton T Hooker
    104 Madison Lane
    Thrall,TX76578     		None I Scholarship 10,000
    Katelyn A Landry
    11506 Dimmit St
    Manor,TX78653     		None I Scholarship 10,000
    Amy R Lucas
    165 Middle Creek Rd
    Fredericksburg,TX78624     		None I Scholarship 10,000
    Emily A Miksch
    3705 Vacek Loop
    LaGrange,TX78956     		None I Scholarship 10,000
    Hunter S Mitchell
    30457 Leroy Scheel Rd
    Bulverde,TX78163     		None I Scholarship 10,000
    Bryce A Sonnier
    54 Deer Ridge Rd
    Wimberley,TX78676     		None I Scholarship 10,000
    Harrison S Spisak
    613 W Peach
    Fredericksburg,TX78624     		None I Scholarship 10,000
    Cassidy E Wagner
    1427 Greenlawn Pkwy
    Blanco,TX78606     		None I Scholarship 10,000
    Total .................................bullet 3a 746,150
    bApproved for future payment
    Austin Habitat for Humanity
    310 Comal St
    Austin,TX78702     		N/A PC ReStore Facility Building Bar 60,000
    Austin Groups for the Elderly
    3710 Cedar St 155
    Austin,TX78705     		N/A PC Caregiver Resources Program 5,000
    Easter Seals Central Texas
    910 W Anderson Ln
    Austin,TX78757     		N/A PC Ability Assistance Program 10,000
    Meals on Wheels and More
    PO Box 6248
    Austin,TX78762     		N/A PC Meal delivery for elderly and disabled individuals 5,000
    Breakthrough Austin
    1050 E 11th St Ste 350
    Austin,TX78702     		N/A PC Support the College Preparation and Program 8,000
    Austin Community College
    5930 Middle Fiskville Rd
    Austin,TX78752     		N/A GOV ACC Foster Care Student Program: Support for Success 10,000
    College Forward
    312 Murray St
    Manor,TX78653     		N/A PC Central Texas College Access and Success program 5,000
    C5 Youth Foundation of Texas
    3012 Industrial Ter
    Austin,TX78758     		N/A PC Support the Texas Road to College Program for at-risk youth 10,000
    Children's Museum of Brownsville
    501 E Ringgold Ste 5
    Brownsville,TX78520     		N/A PC CMB Annex Project 5,000
    Boys and Girls Club of Austin and T
    5407 N IH 35 Ste 400
    Austin,TX78723     		N/A PC Academic success programming at East AustinCollege Prep and Dailey Middle School 10,000
    Mission Capital
    8303 N MoPac Expwy Suite A201
    Austin,TX78759     		N/A PC Support the management of Carriage House meeting space for Mission Capital members 25,000
    Mobile Loaves Fishes Inc
    903 S Capital of Texas Hwy
    Austin,TX78746     		N/A PC Community First! Village resident care program 5,000
    Huston-Tillotson University
    900 Chicon St
    Austin,TX78702     		N/A PC Student academic scholarships awarded based on merit and financial need 25,000
    Hispanic Alliance for Performing Ar
    2235 E 6th Street Ste 107
    Austin,TX78702     		N/A PC Austin Soundwaves Advanced Skills & Mentoring program 5,000
    Texas Ramp Project
    PO Box 832065
    Richardson,TX75086     		N/A PC Support the Austin West Ramp Project 5,000
    Greater Austin Performing Arts Cent
    701 W Riverside Dr
    Austin,TX78704     		N/A PC Support the Greater High School Musical Theatre Awards Select Ensemble program 10,000
    Valley Zoological Society
    500 Ringgold St
    Brownsville,TX78520     		N/A PC Support the Gladys Porter Zoo's BEAM at the Zoo project 5,000
    Dean Porter Park Renovation
    35 Calle Jacaranda
    Brownsville,TX78520     		N/A PC Purchase of fiberglass nutcracker soldiers, weatherproof banners 7,000
    Costumes of the Americas Museum
    501 Ringgold St
    Brownsville,TX78520     		N/A PC Purchase of an interactive kiosk to provide visitors visual access 10,000
    Total .................................bullet 3b 225,000
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 39,083  
    4 Dividends and interest from securities....     14 279,761  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 -4,205  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		525990 -23,083 18 1,146,005  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Income     		525990 60,735 14 89,189  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 37,652 1,549,833  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,587,485
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID: 18007218
    Software Version: 2018v3.1


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    The Roy F & Joann Cole Mitte Foundation
    EIN:
    74-2766058
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Audit 15,691 15,376 0 0
    Bookkeeping 8,670 7,630 0 867
    Tax compliance 1,465 1,290 0 147

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    The Roy F & Joann Cole Mitte Foundation
    EIN:
    74-2766058
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    Computer Equipment 2009-01-01 46,768 46,270 SL 5.0000 153 95    
    Furniture & Fixtures 2009-01-01 203,201 189,068 SL 10.0000 3,363 2,102    
    Building 2009-01-01 1,036,580 250,247 SL 40.0000 22,259 13,912    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 GainLossSaleOtherAssetsSch
    Name:
    The Roy F & Joann Cole Mitte Foundation
    EIN:
    74-2766058
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Passthrough ST UBTI - BGCP Holdings I         10,069   Cost   10,069  
    Passthrough LT UBTI - BGCP Holdings I         3,657   Cost   3,657  
    Passthrough LT UBTI - WC Campbell         36,809   Cost   -36,809  

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    The Roy F & Joann Cole Mitte Foundation
    EIN:
    74-2766058
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MFB Northern Funds Bd Index Fd 1,110,436 1,110,436
    MFO Blackrock Fds High Yield Bd 492,164 492,164
    MFC Flexshares Tr IBoxx 3 Yr Target 77,415 77,415
    MFC Ishares TR Iboxx USD Invt Grade Cor 557,669 557,669
    MFO Doubleline Core Fixed Income Fund I 421,217 421,217
    MFC Franklin Temp Emrg Mkt 79,735 79,735
    MFC Special Opport Fd 221,987 221,987

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    The Roy F & Joann Cole Mitte Foundation
    EIN:
    74-2766058
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MBF Northern Fds Active M Emerging Mkt 191,045 191,045
    MFO DFA Invt Dimensions Group Inc 182,771 182,771
    MFB Northn Active M Interntl Eqty Fd 285,650 285,650
    MFB Northern Intrnl Eqty Index Fd 796,954 796,954
    MFB Northern Fds Stk Index Fd 1,083,291 1,083,291
    MFO DFA US Small Cap Portfolio 155,605 155,605
    MFC Flexshares TR Morningstar Global Up 446,403 446,403
    Brookfield Asset Mgmt Inc Cl A 109,873 109,873
    Fairfax Finl Hldgs Ltd Sub Vtg 213,439 213,439
    Berkshire Hathaway Cl B 106,174 106,174
    Colfax Corp 81,656 81,656
    Core Laboratories 115,084 115,084
    Expeditors Intl Wash Inc Com 79,257 79,257
    Greenlight Capital RE Ltd Cl A 104,586 104,586
    Kinder Morgan Inc 251,909 251,909
    MLP Brookfield Pptys Ltd Unit Ltd 103,426 103,426
    Platform Specialty Prods Corp Com 222,704 222,704
    Weyerhaeuser Co Com 56,836 56,836
    White Mountains Insurance Group Com 72,904 72,904
    Special Opportunities Fd Inc Pfd Conv 93,538 93,538
    MFC Vanguard Ftse Emerging Mkts Etf 156,058 156,058
    MFC Barclays BK Plc Barclays Etn+ Selec 52,304 52,304
    MFC Ishares TR Russell Mid-Cap Etf 162,680 162,680
    Trisura Group Ltd Com NPV 343 343
    Alarm com Holdings Inc Com 253,177 253,177
    Interactive Brokers Group Inc 288,279 288,279
    MFO Dimensional FD Adviosrs Intnl Value 171,733 171,733
    MFC Flexshares Tr Morningstar US Mkt 392,971 392,971
    Jefferies Finl Group Inc 61,871 61,871
    Papa Johns Intl Inc 99,525 99,525
    Trip Advisor Inc 97,092 97,092
    Despegar Com Corp 117,523 117,523
    Box Inc CLA 33,760 33,760
    Comscore Inc 150,215 150,215

    TY 2018 InvestmentsOtherSchedule2
    Name:
    The Roy F & Joann Cole Mitte Foundation
    EIN:
    74-2766058
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    WC 3rd and Congress, LP AT COST 1,000,000 1,380,783
    WC 1st and Trinity, LP AT COST 2,000,000 2,327,115
    UBS (US) Trumbull Property Fund LP FMV 498,159 498,159
    BGCP Development I, LP AT COST 400,000 423,367
    MFB Northern Fds Global Real Estate FMV 47,921 47,921
    Surmard Oaks Investments LLC FMV 1,343 1,343

    TY 2018 LandEtcSchedule2
    Name:
    The Roy F & Joann Cole Mitte Foundation
    EIN:
    74-2766058
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Furniture and Fixtures 203,201 192,431 10,770 10,770
    Machinery and Equipment 103,691 103,346 345 345
    Buildings 1,036,580 272,506 764,074 764,074
    Land 1,129,963   1,129,963 1,129,963


    TY 2018 LegalFeesSchedule
    Name:
    The Roy F & Joann Cole Mitte Foundation
    EIN:
    74-2766058
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal fees 41,524 11,810 0 0


    TY 2018 OtherDecreasesSchedule
    Name:
    The Roy F & Joann Cole Mitte Foundation
    EIN:
    74-2766058
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Amount
    Taxable income adjustments for partnership investments 403,100
    Unrealized decline in value of investments 2,032,587


    TY 2018 OtherExpensesSchedule
    Name:
    The Roy F & Joann Cole Mitte Foundation
    EIN:
    74-2766058
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Advertising 1,745 53   1,693
    Bank charges 287 287    
    Equip rental & lease 5,373 3,358    
    Insurance 16,610 9,445   7,095
    Internet 1,990 1,244   746
    K-1 expenses 8,111 8,110    
    Licenses/permits/software 921 576   345
    Membership dues 2,073 921   1,352
    Office expense 1,809 1,130   565
    Postage 890 547   345
    Rental Expenses 13,967 13,967    
    Telephone 6,804 3,931   2,816


    TY 2018 OtherIncomeSchedule2
    Name:
    The Roy F & Joann Cole Mitte Foundation
    EIN:
    74-2766058
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Income 149,924 89,189  


    TY 2018 OtherIncreasesSchedule
    Name:
    The Roy F & Joann Cole Mitte Foundation
    EIN:
    74-2766058
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Amount
    Change in WC 8201 Burnet LP-Disposition Receivable 326,453
    Deferred tax adjustment 45,782


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    The Roy F & Joann Cole Mitte Foundation
    EIN:
    74-2766058
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Computer support services 2,309 1,443 0 866
    Investment management fees 42,220 42,220 0 0
    Payroll service fees 2,442 1,526 0 916
    Scholarship program administration 29,150 0 0 35,278


    TY 2018 TaxesSchedule
    Name:
    The Roy F & Joann Cole Mitte Foundation
    EIN:
    74-2766058
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Property tax 1,178     1,178