MITZVAH CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MITZVAH CHARITABLE TRUST (EIN 80-0010662)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-21
- IRS object ID
- 202621119349102177
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-21T13:09:46-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 933522912 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABITOS ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 ARAGON AVE 2ND FL | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331345108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800010662 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MITZVAH CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MITZ | BusinessNameControlTxt |
| Phone | 5618432909 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 LIVE OAK PLANTATION ROAD | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32312 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM P SKLAR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5618432909 | PhoneNum |
| Signature | 2026-04-21 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAIMUNDO LOPEZ-LIMA LEVI CPA | PreparerPersonNm |
| PTIN | P01526415 | PTIN |
| Phone | 3057742945 | PhoneNum |
| Preparation | 2026-04-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,768 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $12,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2 | InterestOnSavingsAdjNetIncmAmt |
| Total Rev And Expnss | $12,002 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $950 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $175 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,125 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,530 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,530 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,655 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,530 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,653 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,421 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,768 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,768 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $24,421 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,768 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,768 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $24,421 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $22,768 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,421 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,768 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,421 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,768 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,421 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,653 | ExcessRevenueOverExpensesAmt |
| Subtotal | $22,768 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $22,768 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAIMUNDO LOPEZ-LIMA LEVY CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3057742945 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 ARAGON AVE 2ND FLOOR | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM P SKLAR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 LIVE OAK PLANTATION ROAD | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTION TO ACREL CARES FOUNDATION | Description1Txt |
| Expenses1 | $2,250 | Expenses1Amt |
| Description2 | CONTRIUBTION TO SAMARITAN'S PURSE | Description2Txt |
| Expenses2 | $1,500 | Expenses2Amt |
| Description3 | CONTRIBUTION TO CONGREGATION MICKVE ISRAEL | Description3Txt |
| Expenses3 | $1,480 | Expenses3Amt |
| Description4 | CONTRIUBTION TO FL ST JUDE CHILDREN'S RESEARCH HOSPITAL, CONTRIBUTION TO AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS, CONTRIBUTION TO SHRINERS HOSPITAL FOR CHILDRENS AND CONTRIBUTION TO YOUNG ACTORS THEATRE | Description4Txt |
| Expenses4 | $1,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,920 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,920 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $21,920 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $329 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,591 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,080 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,080 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $1,080 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,080 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,080 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,530 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $12,530 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,080 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,694 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,239 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,447 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,771 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,861 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,012 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,530 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,080 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,450 | RemainingDistriFromCorpusAmt |
| Total Corpus | $42,462 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,694 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $40,768 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,239 | ExcessFromYear4Amt |
| Excess From Year3 | $5,447 | ExcessFromYear3Amt |
| Excess From Year2 | $9,771 | ExcessFromYear2Amt |
| Excess From Year1 | $8,861 | ExcessFromYear1Amt |
| Excess From Current Year | $11,450 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ARCEL CARES | |||||||
| 11300 ROCKVILLE PIKE 903 | ROCKVILLE | MD | 20852 | PC | CHARITABLE CONTRIBUTION | $2,250 | |
| ASPCA | |||||||
| 1320 NW 62ND ST | MIAMI | FL | 33147 | PC | CHARITABLE CONTRIBUTIONS | $1,000 | |
| CONGREGATION MICKVE ISRAEL | |||||||
| 20 E GORDON ST | SAVANNAH | GA | 31401 | PC | CHARITABLE CONTRIBUTIONS | $1,480 | |
| MARCH OF DIMES | |||||||
| 8323 NW 12TH ST | DORAL | FL | 33126 | PC | CHARITABLE CONTRIBUTIONS | $500 | |
| PARALYZED VETS OF AMERICA | |||||||
| 3799 N ANDREWS AVE | OAKLAND PARK | FL | 33309 | PC | CHARITABLE CONTRIBUTIONS | $500 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITA | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | CHARITABLE CONTRIBUTION | $1,000 | |
| THE SALVATION ARMY USA | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | PC | CHARITABLE CONTRIBUTION | $400 | |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET | CHICAGO | IL | 60601 | PC | CHARITABLE CONTRIBUTION | $500 | SUITE 700 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | PC | CHARITABLE CONTRIBUTION | $1,500 | |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | PC | CHARITABLE CONTRIBUTION | $1,000 | |
| VETERANS OF FOREIGN WARS (VFW) | |||||||
| 406 W 34TH STREET | KANSAS CITY | MO | 64111 | PC | CHARITABLE CONTRIBUTION | $500 | |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD | JACKSONVILLE | FL | 32256 | PC | CHARITABLE CONTRIBUTION | $500 | SUITE 300 |
| AMERICAN BAR FDN | |||||||
| 750 NORTH LAKE SHORE DR | CHICAGO | IL | 606114557 | PC | CHARITABLE CONTRIBUTION | $300 | FL 4 |
| ST LABRE INDIAN SCHOOL | |||||||
| 2026 ST LABRE INDIAN SCHO | ASHLAND | MT | 59004 | PC | CHARAITABLE CONTRIBUTION | $100 | |
| YOUNG ACTORS THEATRE | |||||||
| 609 GLENVIEW DRIVE | TALLAHASSEE | FL | 32303 | PC | CHARITABLE CONTRIBUTION | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,530 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $950 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK CHARGES | $175 |