Skip to main content

Nonprofit · EIN 80-0010662

MITZVAH CHARITABLE TRUST

Also known as HODGES LORI TTEE

Tax-exempt · TALLAHASSEE, FL 32312

Financials

$7K$11K2024$12K$14K2025
Revenue Expenses · by fiscal year end
Financials of MITZVAH CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$12,002$13,655-$1,653$22,768$0$22,768
December 31, 2024990-PF$7,003$11,255-$4,252$24,421$0$24,421
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$12,000
Interest
$2

Expenses

Grants and similar amounts paid
$12,530
Disbursements for charitable purposes
$12,530

Balance sheet and other

Total assets, start of year
$24,421
Total assets, end of year
$22,768
Total liabilities, end of year
$0
Net assets, end of year
$22,768
Fair market value of assets
$22,768
Qualifying distributions
$12,530
Net investment income
$2

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
WILLIAM P SKLAR
1100 LIVE OAK PLANTATION ROAD, TALLAHASSEE, FL 32312
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
WILLIAM P SKLAR
1100 LIVE OAK PLANTATION ROAD, TALLAHASSEE, FL 32312
TRUSTEE0$0

Address and contacts

Address (IRS master file)
1100 LIVE OAK PLANTATION RD, TALLAHASSEE, FL 32312-2508
In care of
% LORI A HODGES
Signed the 990-PF
WILLIAM P SKLAR, TRUSTEE
Phone
(561) 843-2909
Return prepared by
ABITOS ADVISORS LLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
80-0010662
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$22,768
Income (IRS master file)
$12,002

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$12,002$13,655$22,768XML
990-PFDecember 2024$7,003$11,255$24,421XML
990-PFDecember 2023$5,003$12,455$28,673IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about MITZVAH CHARITABLE TRUST

What is the EIN of MITZVAH CHARITABLE TRUST?
The employer identification number (EIN) of MITZVAH CHARITABLE TRUST is 80-0010662.
Is MITZVAH CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to MITZVAH CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does MITZVAH CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of MITZVAH CHARITABLE TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MITZVAH CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of MITZVAH CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does MITZVAH CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $12,002, expenses of $13,655 and total assets of $22,768 at year end.

Other nonprofits in TALLAHASSEE

All nonprofits in TALLAHASSEE · Florida · Philanthropy, voluntarism and grantmaking foundations