Charles D Fleischman Charitable Trust

OXFORD, CT EIN: 93-6530147

Charles D Fleischman Charitable Trust is a private foundation, based in OXFORD, CT. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $11.9M in total assets. In 2024, it awarded 1 grants totaling $1.3M. Net investment income was $8.4M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$11.9M

+131.2% YoY

Annual Giving

$1.3M

Grant Count

1

Avg Grant Size

$1.3M

Under IRS private-foundation payout rules, Charles D Fleischman Charitable Trust reported a distributable amount of $1.2M for 2024 — the minimum it must pay out in qualifying distributions.

About Charles D Fleischman Charitable Trust

Based on IRS filings

Charles D Fleischman Charitable Trust is a private foundation, based in OXFORD, CT. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $11.9M in total assets. In 2024, it awarded 1 grants totaling $1.3M. Net investment income was $8.4M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Oxford

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$5M$7M$10M20232024
Metric20242023
Total Assets$11,929,162$5,160,428
Revenue$8,710,756$39,897
Expenses$1,942,022$176
Qualifying Distributions$1,499,099
Net Investment Income$8,388,218$39,721
Distributable Amount$1,184,534$7,596

Giving Over Time

Total grant dollars and number of grants per year

$0$326K$653K$979K$1M0 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

SEE ATTACHMENT C$1.3M

Grant Size Distribution

1 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include See Attachment C ($1,305,000).

RecipientPurposeAmount
SEE ATTACHMENT C OXFORD, CTSEE ATTACHMENT C$1,305,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

CHARLES D FLEISCHMANTRUSTEE$100KELLEN FLEISCHMAN-LIT…TRUSTEE$72KBETH ZWEIBELTRUSTEE$72K

From 2024 filing

NameTitleHoursCompensation
CHARLES D FLEISCHMANTRUSTEE28$100,000
ELLEN FLEISCHMAN-LITSKYTRUSTEE28$72,250
BETH ZWEIBELTRUSTEE28$72,250

Frequently Asked Questions

How large is Charles D Fleischman Charitable Trust?

As of 2024, Charles D Fleischman Charitable Trust holds $11.9M in total assets with $8.7M in annual revenue. It awarded 1 grants totaling $1.3M in 2024.

Where does Charles D Fleischman Charitable Trust operate?

Charles D Fleischman Charitable Trust has awarded grants in Connecticut.

What size grants does Charles D Fleischman Charitable Trust award?

In 2024, Charles D Fleischman Charitable Trust awarded 1 grants totaling $1.3M — an average of about $1.3M per grant, based on its IRS Form 990 filings.

How much is Charles D Fleischman Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles D Fleischman Charitable Trust reported a distributable amount of $1.2M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Charles D Fleischman Charitable Trust's EIN?

Charles D Fleischman Charitable Trust's EIN (Employer Identification Number) is 93-6530147. IRS Form 990 filing data is available on this page for 2023–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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