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Nonprofit · EIN 20-6329119

MICHELE & DAVID MITTELMAN CHARITABLE FOUNDATION

Also known as MITTELMAN M & MITTLEMAN D TTEES

Tax-exempt · BOSTON, MA 02109

Financials

$1.1M$2.1M2022$736K$1.8M2023$573K$4M2024
Revenue Expenses · by fiscal year end
Financials of MICHELE & DAVID MITTELMAN CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$572,800$4,011,634-$3,438,834$8,820,512$0$8,820,512
November 30, 2024990-PF$736,422$1,799,375-$1,062,953$12,259,346$0$12,259,346
November 30, 2023990-PF$1,110,373$2,098,089-$987,716$13,322,299$0$13,322,299
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$254,568
Net gain from sales of assets
$318,232

Expenses

Grants and similar amounts paid
$3,959,290
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$4,003,165
Excise tax on investment income
$7,908

Balance sheet and other

Total assets, start of year
$12,259,346
Total assets, end of year
$8,820,512
Total liabilities, end of year
$0
Net assets, end of year
$8,820,512
Fair market value of assets
$10,132,451
Qualifying distributions
$4,003,165
Net investment income
$572,800

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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
MICHELE MITTELMAN
C/O TROVE 40 BROAD STREET, BOSTON, MA 02109
TRUSTEE1$0
ANDREW MITTELMAN
C/O TROVE 40 BROAD STREET, BOSTON, MA 02109
TRUSTEE1$0
JAMIE MITTELMAN
C/O TROVE 40 BROAD STREET, BOSTON, MA 02109
TRUSTEE1$0
MELISSA MITTELMAN
C/O TROVE 40 BROAD STREET, BOSTON, MA 02109
TRUSTEE1$0
990-PF for the year ended November 30, 2024: 4 people
NameTitleHours / weekCompensation
MICHELE MITTELMAN
C/O TROVE 40 BROAD STREET, BOSTON, MA 02109
TRUSTEE1$0
ANDREW MITTELMAN
C/O TROVE 40 BROAD STREET, BOSTON, MA 02109
TRUSTEE1$0
JAMIE MITTELMAN
C/O TROVE 40 BROAD STREET, BOSTON, MA 02109
TRUSTEE1$0
MELISSA MITTELMAN
C/O TROVE 40 BROAD STREET, BOSTON, MA 02109
TRUSTEE1$0
990-PF for the year ended November 30, 2023: 4 people
NameTitleHours / weekCompensation
MICHELE MITTELMAN
C/O TROVE 40 BROAD STREET, BOSTON, MA 02109
TRUSTEE1$0
ANDREW MITTELMAN
C/O TROVE 40 BROAD STREET, BOSTON, MA 02109
TRUSTEE1$0
JAMIE MITTELMAN
C/O TROVE 40 BROAD STREET, BOSTON, MA 02109
TRUSTEE1$0
MELISSA MITTELMAN
C/O TROVE 40 BROAD STREET, BOSTON, MA 02109
TRUSTEE1$0

Address and contacts

Address (IRS master file)
CO TROVE 40 BROAD STREET, BOSTON, MA 02109-0000
In care of
% MICHELE MITTELMAN
Signed the 990-PF
MICHELE MITTELMAN, TRUSTEE
Phone
(617) 765-2100
Return prepared by
KAHN LITWIN RENZA & CO LTD

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
20-6329119
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
2006
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$8,820,512
Income (IRS master file)
$1,461,563

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$572,800$4,011,634$8,820,512XML
990-PFNovember 2024$736,422$1,799,375$12,259,346XML
990-PFNovember 2023$1,110,373$2,098,089$13,322,299XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 2020–––IRS
990-PFNovember 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 20-6329119).

Questions about MICHELE & DAVID MITTELMAN CHARITABLE FOUNDATION

What is the EIN of MICHELE & DAVID MITTELMAN CHARITABLE FOUNDATION?
The employer identification number (EIN) of MICHELE & DAVID MITTELMAN CHARITABLE FOUNDATION is 20-6329119.
Is MICHELE & DAVID MITTELMAN CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to MICHELE & DAVID MITTELMAN CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MICHELE & DAVID MITTELMAN CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MICHELE & DAVID MITTELMAN CHARITABLE FOUNDATION due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MICHELE & DAVID MITTELMAN CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of MICHELE & DAVID MITTELMAN CHARITABLE FOUNDATION?
The 990-PF for the year ended November 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does MICHELE & DAVID MITTELMAN CHARITABLE FOUNDATION have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $572,800, expenses of $4,011,634 and total assets of $8,820,512 at year end.

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