Nonprofit · EIN 74-2170127
CYNTHIA & GEO MITCHELL FOUNDATION
Tax-exempt · THE WOODLANDS, TX 77381
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $50,009,442 | $18,667,468 | $31,341,974 | $419,986,359 | $0 | $419,986,359 |
| December 31, 2023 | 990-PF | $28,428,897 | $18,359,968 | $10,068,929 | $388,623,760 | $0 | $388,623,760 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $7,280,282
- Interest
- $212,005
- Net gain from sales of assets
- $42,335,155
- Other income
- $182,000
Expenses
- Grants and similar amounts paid
- $12,078,114
- Compensation of officers, directors and key employees
- $482,944
- Salaries, compensation and benefits (total)
- $953,247
- Disbursements for charitable purposes
- $17,731,331
- Excise tax on investment income
- $690,821
Balance sheet and other
- Total assets, start of year
- $388,623,760
- Total assets, end of year
- $419,986,359
- Total liabilities, end of year
- $0
- Net assets, end of year
- $419,986,359
- Fair market value of assets
- $434,796,805
- Qualifying distributions
- $18,237,765
- Net investment income
- $49,827,442
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Katherine Lorenz 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | President | 40 | $264,992 | $25,992 |
| Marilu Hastings 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Executive VP Highest-paid employee | 40 | $264,992 | $23,315 |
| David Monsma 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Energy Program Direc Highest-paid employee | 40 | $195,767 | $16,500 |
| Emily Warren 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Water Program Office Highest-paid employee | 40 | $189,280 | $17,586 |
| Marita Mirzatuny 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Sustainability Educa Highest-paid employee | 40 | $133,296 | $12,556 |
| Nichelle Bielinski 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Secretary | 40 | $106,528 | $15,117 |
| Adrienne Dreiss Ropp 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Board member | 2 | $60,424 | $0 |
| Ria Agarwal 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Program Assistant Highest-paid employee | 40 | $56,930 | $4,614 |
| M Kent Mitchell 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Vice Chair | 1 | $16,000 | $0 |
| Graham Mitchell 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Board member | 1 | $9,000 | $0 |
| Katina Mitchell 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Board member | 1 | $9,000 | $0 |
| Mark D Mitchell 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Board member | 1 | $6,000 | $0 |
| Christine Mitchell 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Board member | 1 | $4,000 | $0 |
| Sarah Mitchell 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Board member | 0.5 | $4,000 | $0 |
| Cody Mitchell 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Board member | 1 | $3,000 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| C Grant Mitchell 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Chair | 2 | $0 |
| Spiros Vassilakis 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Treasurer | 3 | $0 |
| Sheridan Lorenz 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Board member | 1 | $0 |
| J Kirk Mitchell 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Board member | 1 | $0 |
| Meredith Heimburger 2701 Technology Forest Blvd 260, The Woodlands, TX 77382 | Board member | 1 | $0 |
| Skye Tellen 2701 Technology Forest Blvd 260, The Woodlands, TX 77382 | Board member | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Katherine Lorenz 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | President | 40 | $254,800 | $18,069 |
| Marilu Hastings 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | VP of Sustainability Highest-paid employee | 40 | $254,800 | $21,495 |
| David Monsma 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Program Director Highest-paid employee | 40 | $188,238 | $6,692 |
| Emily Warren 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Program Officer Highest-paid employee | 40 | $182,000 | $21,995 |
| Marita Mirzatuny 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Program Manager Highest-paid employee | 40 | $128,170 | $12,102 |
| Nichelle Bielinski 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Office Manager/EA to Highest-paid employee | 40 | $83,200 | $12,645 |
| Adrienne Dreiss Ropp 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Board member | 2 | $69,908 | $0 |
| Christine Mitchell 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Board member | 1 | $10,000 | $0 |
| M Kent Mitchell 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Vice Chair | 1 | $7,000 | $0 |
| Graham Mitchell 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Board member | 1 | $7,000 | $0 |
| Katina Mitchell 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Board member | 1 | $5,000 | $0 |
| Mark D Mitchell 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Board member | 1 | $3,000 | $0 |
| C Grant Mitchell 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Chair | 2 | $0 | $0 |
| Michelle Robinson 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Secretary | 0.5 | $0 | $0 |
| Spiros Vassilakis 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Treasurer | 3 | $0 | $0 |
| Sarah Mitchell 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Board member | 1 | $0 | $0 |
| Cody Mitchell 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Board member | 1 | $0 | $0 |
| Sheridan Lorenz 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Board member | 1 | $0 | $0 |
| J Kirk Mitchell 2700 Technology Forest Blvd 260, The Woodlands, TX 77381 | Board member | 1 | $0 | $0 |
| Meredith Heimburger 2701 Technology Forest Blvd 260, The Woodlands, TX 77382 | Board member | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2700 TECHNOLOGY FOREST BLVD STE 260, THE WOODLANDS, TX 77381-3908
- Signed the 990-PF
- Katherine Lorenz, President
- Phone
- (713) 377-5060
- Website
- www.cgmf.org
- Return prepared by
- Blazek & Vetterling
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 74-2170127
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1981
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $419,986,359
- Income (IRS master file)
- $333,878,542
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $50,009,442 | $18,667,468 | $419,986,359 | XML |
| 990-PF | December 2023 | $28,428,897 | $18,359,968 | $388,623,760 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-2170127).
Questions about CYNTHIA & GEO MITCHELL FOUNDATION
- What is the EIN of CYNTHIA & GEO MITCHELL FOUNDATION?
- The employer identification number (EIN) of CYNTHIA & GEO MITCHELL FOUNDATION is 74-2170127.
- Is CYNTHIA & GEO MITCHELL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to CYNTHIA & GEO MITCHELL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CYNTHIA & GEO MITCHELL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CYNTHIA & GEO MITCHELL FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CYNTHIA & GEO MITCHELL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of CYNTHIA & GEO MITCHELL FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 21 people; 15 received compensation from the organization, the highest $264,992 (Katherine Lorenz, President).
- How much revenue does CYNTHIA & GEO MITCHELL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $50,009,442, expenses of $18,667,468 and total assets of $419,986,359 at year end.
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