Form990-PF

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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
EDWARD D AND ANNA MITCHELL
FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)1990 MAIN STREET NO 801
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SARASOTA, FL34236
A Employer identification number

95-4715236
B Telephone number (see instructions)

(941) 365-4617
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$6,611,444J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 10 10  
4 Dividends and interest from securities... 138,161 138,161  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 369,414
b Gross sales price for all assets on line 6a 1,844,985
7 Capital gain net income (from Part IV, line 2)... 369,414
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 8 8  
12 Total. Add lines 1 through 11........ 507,593 507,593  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 153,458 0   153,458
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 12,469 0   12,469
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 10,650 0   10,650
c Other professional fees (attach schedule).... Click to see attachment 704 0   704
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 11,451 4,216   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 498 0   498
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 208,921 207,152   1,769
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 398,151 211,368   179,548
25 Contributions, gifts, grants paid....... 971,176 971,176
26 Total expenses and disbursements. Add lines 24 and 25 1,369,327 211,368   1,150,724
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -861,734
b Net investment income (if negative, enter -0-) 296,225
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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.............      
2 Savings and temporary cash investments......... 1,170,654 1,512,126 1,512,126
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,874,324 Click to see attachment3,722,972 4,829,123
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 270,195 Click to see attachment270,195 270,195
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,315,173 5,505,293 6,611,444
Liabilities 17 Accounts payable and accrued expenses..........   2,264
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......   27,899
22 Other liabilities (describe bullet) Click to see attachment79,863 Click to see attachment111,097
23 Total liabilities (add lines 17 through 22)......... 79,863 141,260
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 36,680,756 36,680,756
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -30,445,446 -31,316,723
29 Total net assets or fund balances (see instructions)..... 6,235,310 5,364,033
30 Total liabilities and net assets/fund balances (see instructions). 6,315,173 5,505,293
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,235,310
2
Enter amount from Part I, line 27a .....................
2
-861,734
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,373,576
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
9,543
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,364,033
Form 990-PF (2020)
Form 990-PF (2020)
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-39138 P    
b PUBLICLY TRADED SECURITIES-38615 P    
c PUBLICLY TRADED SECURITIES-38615 P    
d PUBLICLY TRADED SECURITIES-38619 P    
e PUBLICLY TRADED SECURITIES-38619 P    
PUBLICLY TRADED SECURITIES-39134 P    
PUBLICLY TRADED SECURITIES-38965 P    
PUBLICLY TRADED SECURITIES-38965 P    
CAPITAL GAINS DIVIDENDS P    
(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 200,000   200,336 -336
b 21,992   18,272 3,720
c 348,839   134,459 214,380
d 27,427   21,688 5,739
e 225,774   138,847 86,927
300,000   210,716 89,284
210,236   175,329 34,907
506,943   575,924 -68,981
3,774     3,774
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       -336
b       3,720
c       214,380
d       5,739
e       86,927
      89,284
      34,907
      -68,981
      3,774
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 2 369,414
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 4,118
c All other domestic foundations enter 1.39% 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 0
3 Add lines 1 and 2........................... 3 4,118
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,118
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 10,040
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,040
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,922
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet5,922 RefundedBullet 11 0
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 the instructions
for the 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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)
    bulletFL
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletN/A
    14
    The books are in care ofbulletKERKERING BARBERIO CO Telephone no.bullet (941) 365-4617

    Located atbulletPO BOX 49348SARASOTAFL ZIP+4bullet34236
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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
     
     
    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 2020 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 2020.)..................
    3b
     
     
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
     
     
    .........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
     
     
    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
    JASON MITCHELL SEC/TREAS
    10.00     		76,729 0 0
    1990 MAIN ST 801
    SARASOTA FL,FL34236
    JONATHAN E MITCHELL PRESIDENT
    10.00     		76,729 0 0
    1990 MAIN ST 801
    SARASOTA FL,FL34236
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    MITCHELL MANAGEMENT LLC MANAGEMENT 165,612
    1605 MAIN STREET SUITE 905
    SARASOTA,FL34236
    Total number of others receiving over $50,000 for professional services.............bullet0
    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  
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    5,403,378
    b
    Average of monthly cash balances.......................
    1b
    927,244
    c
    Fair market value of all other assets (see instructions)................
    1c
    270,196
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,600,818
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    6,600,818
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    99,012
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,501,806
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    325,090
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    325,090
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,118
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,118
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    320,972
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    320,972
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    320,972
    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
    1,150,724
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    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
    1,150,724
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,150,724
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 320,972
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 683,471
    b From 2016...... 414,600
    c From 2017...... 729,014
    d From 2018...... 687,659
    e From 2019...... 1,403,769
    fTotal of lines 3a through e........ 3,918,513
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,150,724
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 320,972
    e Remaining amount distributed out of corpus 829,752
    5 Excess distributions carryover applied to 2020. 0 0
    (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 4,748,265
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		683,471
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		4,064,794
    10 Analysis of line 9:
    a Excess from 2016.... 414,600
    b Excess from 2017.... 729,014
    c Excess from 2018.... 687,659
    d Excess from 2019.... 1,403,769
    e Excess from 2020.... 829,752
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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.
    JONATHAN E MITCHELL
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    AMERICAN ISRAEL EDUCATION FOUNDATION
    251 H STREET NW
    WASHINGTON,DC20001     		NONE EXEMPT GENERAL USE 25,000
    AMERICAN RED CROSS
    2001 CANTU CT
    SARASOTA,FL34232     		NONE PC GENERAL USE 25,000
    CATHOLIC CHARITIES
    5055 N TAMIAMI TR 100
    SARASOTA,FL34234     		NONE PC GENERAL 2,610
    CHAMAH
    27 WILLIAM STREET STE 613
    NEW YORK,NY10005     		NONE EXEMPT GENERAL USE 1,800
    CHERISH OUR CHILDREN INTERNATIONAL
    PO BOX 540007
    HOUSTON,TX77254     		NONE EXEMPT GENERAL USE 10,000
    CROHN'S & COLITIS FOUNDATION OF AMERICA
    733 THIRD AVENUE SUITE 510
    NEW YORK,NY10017     		NONE EXEMPT GENERAL USE 35,000
    FOLLOW YOUR HEART ANIMAL RESCUE
    446 N HIGLEY RD 102
    MESA,AZ85205     		NONE PC GENERAL 4,500
    FORGOTTEN CHILDREN INC
    4401 ATLANTIC AVE 200
    LONG BEACH,CA90807     		NONE PC GENERAL 2,000
    H LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE FOUNDATION
    12902 USF MAGNOLIA DR
    TAMPA,FL33612     		NONE PC GENERAL 1,000
    IFCJ
    30 N LASALLE ST 4300
    CHICAGO,IL60602     		NONE PC GENERAL 10,000
    LOS ANGELES BALLET CENTER
    11755 EXPOSITION BLVD
    LOS ANGELES,CA90064     		NONE PC GENERAL 2,500
    MATTEL CHILDREN'S HOSPITAL
    757 WESTWOOD PLAZA
    LOS ANGELES,CA90095     		NONE PC GENERAL 5,000
    MEMORIAL SLOANE KETTERING
    1275 YORK AVE
    NEW YORK,NY10065     		NONE PC GENERAL 500
    MIGHTY CAUSE FOUNDATION
    4428 LAFAYETTE ST
    MARIANNA,FL32446     		NONE PC GENERAL 1,000
    MOTE MARINE LABORATORY
    1600 KEN THOMPSON PKWY
    SARASOTA,FL34236     		NONE PC GENERAL USE 150,000
    NATES HONOR ANIMAL RESCUE
    8437 COOPER CREEK BLVD
    BRADENTON,FL34201     		NONE PC GENERAL 6,000
    RETHINK ISRAEL
    PO BOX 6833
    NBRIDGEWATER,NJ08807     		NONE EXEMPT GENERAL USE 50,000
    RINGLING COLLEGE OF ART & DESIGN
    2700 N TAMIAMI TRAIL
    SARASOTA,FL34234     		NONE PC GENERAL USE 162,500
    RINGLING MUSEUM OF ART
    5401 BAY SHORE RD
    SARASOTA,FL34243     		NONE PC GENERAL USE 2,500
    SARASOTA MANATEE JEWISH FEDERATION
    1951 N HONORE AVE
    SARASOTA,FL34235     		NONE PC GENERAL USE 120,300
    SARASOTA MEMORIAL HEALTHCARE FOUNDATION
    1515 S OSPREY AVE 4
    SARASOTA,FL34239     		NONE PC GENERAL USE 150,000
    THE JEWISH FEDERATION OF LOS ANGELES
    6505 WILSHIRE BLVD STE 1000
    LOS ANGELES,CA90048     		NONE EXEMPT GENERAL USE 26,000
    THE SALVATION ARMY
    180 EAST OCEAN BLVD STE 500
    LONG BEACH,CA90802     		NONE EXEMPT GENERAL USE 2,500
    THE UNIVERSITY OF BRITISH COLUMBIA
    2329 WEST MALL
    VANCOUVER,BRITISH COLUMBIAV6T1Z4
    CA     		NONE PC GENERAL USE 15,362
    THE WASHINGTON INSTITUTE FOR NEAR EAST POLICY3
    1828 L STREET NW STE 1050
    WASHINGTON,DC20036     		NONE EXEMPT GENERAL USE 75,000
    TINY PAWS PUG RESCUE
    2331 15TH ST
    SARASOTA,FL34237     		NONE PC GENERAL 250
    VAN WEZEL PERFORMING ARTS HALL
    777 N TAMIAMI TRAIL
    SARASOTA,FL34236     		NONE PC GENERAL USE 25,000
    WARNER AVENUE FOUNDATION
    10866 WILSHIRE BLVD STE 1250
    LOS ANGELES,CA90024     		NONE PC GENERAL USE 3,000
    WESTCOAST BLACK THEATRE TROUPE
    1012 N ORANGE AVE
    SARASOTA,FL34236     		NONE PC GENERAL 38,714
    WILSHIRE BOULEVARD TEMPLE
    3663 WILSHIRE BLVD
    LOS ANGELES,CA90010     		NONE PC GENERAL USE 18,140
    Total .................................bullet 3a 971,176
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 10  
    4 Dividends and interest from securities....     14 138,161  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 8  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 369,414  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 507,593 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    507,593
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    EDWARD D AND ANNA MITCHELL
     
    FAMILY FOUNDATION
    EIN:
    95-4715236
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 10,650 0   10,650

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    EDWARD D AND ANNA MITCHELL
     
    FAMILY FOUNDATION
    EIN:
    95-4715236
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACTIVISION BLIZZARD INC 3,324 25,534
    AGILENT TECHNOLOGIES INC 5,842 16,589
    AKAMAI TECHNOLOGIES INC 13,356 18,898
    ALPHABET INC 5,205 26,278
    AMAZON 10,256 39,083
    AMGEN INC 5,867 17,244
    APPLE INC 6,776 58,384
    BLACKROCK INC 7,551 21,646
    BROADCOM INC 5,208 54,731
    COSTCO WHOLESALE CORP 7,303 16,955
    FACEBOOK INC 12,333 40,974
    GLOBAL PMTS INC 10,687 18,311
    GUARDANT HEALTH INC 4,305 7,733
    ILLUMINA INC 18,677 22,200
    INTUIT COM 4,103 17,093
    IQVIA HLDGS INC 13,418 25,980
    LOCKHEED MARTIN CORP 12,497 12,424
    LOWES COS INC 5,686 16,854
    L3HARRIS TECHNOLOGIES 11,043 18,902
    MICROSOFT CORP 5,269 38,924
    NIKE INC 6,999 16,269
    NORTHROP GRUMMAN CORP 7,700 12,189
    NVIDIA CORP 1,118 31,332
    PALO ALTO NETWORKS INC 4,783 12,439
    QORVO INC 4,611 7,482
    SALESFORCE COM 8,521 33,379
    THE TRADE DESK INC 9,427 56,070
    TRADEWEB MKTS 7,770 11,866
    VERTEX PHARMACEUTICALS INC 12,363 16,544
    VISA INC 1,303 20,779
    WALMART INC 7,206 12,973
    ZOETIS INC 11,263 21,515
    ZSCALER INC 6,553 28,958
    MFO PIMCO FDS PAC INVT MGMT 257,978 265,245
    MFO PIMCO FDS PAC INVT MGMT 1,299,217 1,136,469
    MFC ISHARES TR RUSSELL 1000 567,791 829,541
    MFO HARDING LOEVNER EMERGING 451,245 585,833
    MFB NORTHERN EQUITY INDEX FUNDS 508,200 635,112
    MFC ISHARES MSCI ACWI ETF 297,492 462,944
    BLACKSTONE GROUP INC 8,400 11,018
    CSX CORP 16,993 19,511
    II-VI INC 9,661 16,331
    LUMENTUM HLDGS INC 8,322 8,532
    NXP SEMICONDUCTORS N V COM 8,579 20,671
    QUALCOMM INC 9,758 12,949
    SYNOPSYS INC 10,439 14,258
    XILINX INC 10,574 14,177

    TY 2020 InvestmentsOtherSchedule2
    Name:
    EDWARD D AND ANNA MITCHELL
     
    FAMILY FOUNDATION
    EIN:
    95-4715236
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LOOSE DIAMONDS AT COST 54,950 54,950
    MARKSTONE CAPITAL PARTNERS AT COST 137,417 137,417
    JLTV INT'L LLC INVESTMENT AT COST 41,759 41,759
    UGI-ICBC STOCK AT COST 20,540 20,540
    CLICKFOX AT COST 15,529 15,529

    TY 2020 OtherDecreasesSchedule
    Name:
    EDWARD D AND ANNA MITCHELL
     
    FAMILY FOUNDATION
    EIN:
    95-4715236
    Description Amount
    ACCRUAL TO CASH ADJUSTMENT 9,543


    TY 2020 OtherExpensesSchedule
    Name:
    EDWARD D AND ANNA MITCHELL
     
    FAMILY FOUNDATION
    EIN:
    95-4715236
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 41,133 41,133   0
    MANAGEMENT FEES 165,612 165,612   0
    PAYROLL PROCESSING 1,657 0   1,657
    LICENSE FEES 112 0   112
    BRUIN BIOMETRICS 407 407   0


    TY 2020 OtherIncomeSchedule2
    Name:
    EDWARD D AND ANNA MITCHELL
     
    FAMILY FOUNDATION
    EIN:
    95-4715236
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS INCOME 8 8 8


    TY 2020 OtherLiabilitiesSchedule
    Name:
    EDWARD D AND ANNA MITCHELL
     
    FAMILY FOUNDATION
    EIN:
    95-4715236
    Description Beginning of Year - Book Value End of Year - Book Value
    DUE TO AFFILIATES 55,532 86,359
    BBI MEDICAL SOLUTIONS LLC INVESTMENTS 24,331 24,738


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    EDWARD D AND ANNA MITCHELL
     
    FAMILY FOUNDATION
    EIN:
    95-4715236
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 704 0   704


    TY 2020 TaxesSchedule
    Name:
    EDWARD D AND ANNA MITCHELL
     
    FAMILY FOUNDATION
    EIN:
    95-4715236
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES WITHHELD 4,216 4,216   0
    EXCISE TAX 7,235 0   0