Joseph F Fleming Charitable Trust

BLOOMINGTON, IL EIN: 37-6222186

Joseph F Fleming Charitable Trust is a private foundation, based in BLOOMINGTON, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 8 grants totaling $199K. Net investment income was $214K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.3M

-0.3% YoY

Annual Giving

$199K

-46.1% YoY

Grant Count

8

+0.0% YoY

Avg Grant Size

$25K

-46.1% YoY

Under IRS private-foundation payout rules, Joseph F Fleming Charitable Trust reported a distributable amount of $345K for 2024 — the minimum it must pay out in qualifying distributions.

About Joseph F Fleming Charitable Trust

Based on IRS filings

Joseph F Fleming Charitable Trust is a private foundation, based in BLOOMINGTON, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 8 grants totaling $199K. Net investment income was $214K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

AmesFayettevilleStillwaterUrbana

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$184K$368K$552K$736K20202021202220232024
Metric202420232022
Total Assets$3,317,811$3,328,670$3,322,890
Revenue$255,828$473,526$617,868
Expenses$266,687$467,746$669,089
Qualifying Distributions$218,143$402,941$600,921
Net Investment Income$213,532$415,542$572,843
Distributable Amount$344,896$329,527$326,283

Giving Over Time

Total grant dollars and number of grants per year

$0$144K$288K$431K$575K8 grants20208 grants20218 grants20228 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

OKLAHOMA STATE UNIVERSIT…$68KUNIVERSITY OF ILLINOIS (…$44KIOWA STATE UNIVERSITY (4…$33KIOWA STATE UNIVERSITY (3…$25KOKLAHOMA STATE UNIVERSIT…$9KUNIVERSITY OF ARKANSAS (…$8KUNIVERSITY OF ARKANSAS (…$7KUNIVERSITY OF ILLINOIS (…$6K

Grant Size Distribution

40 grants across all recorded years

32<$50K4$50–100K3$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Oklahoma State University (435) ($67,917), University of Illinois (391) ($43,500), Iowa State University (417) ($32,500).

RecipientPurposeAmount
IOWA STATE UNIVERSITY (346) AMES, IAUNRESTRICTED USE$25,055
IOWA STATE UNIVERSITY (417) AMES, IASCHOLARSHIPS$32,500
OKLAHOMA STATE UNIVERSITY (364) STILLWATER, OKUNRESTRICTED USE$9,451
OKLAHOMA STATE UNIVERSITY (435) STILLWATER, OKSCHOLARSHIPS$67,917
UNIVERSITY OF ARKANSAS (355) FAYETTEVILLE, ARUNRESTRICTED USE$7,928
UNIVERSITY OF ARKANSAS (426) FAYETTEVILLE, ARSCHOLARSHIPS$7,473
UNIVERSITY OF ILLINOIS (391) URBANA, ILSCHOLARSHIPS$43,500
UNIVERSITY OF ILLINOIS (408) URBANA, ILUNRESTRICTED USE$5,669

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

FIRST MID WEALTH MAN…TRUSTEE$32K

From 2024 filing

NameTitleHoursCompensation
FIRST MID WEALTH MANAGEMENTTRUSTEE1$31,890

Frequently Asked Questions

How large is Joseph F Fleming Charitable Trust?

As of 2024, Joseph F Fleming Charitable Trust holds $3.3M in total assets with $256K in annual revenue. It awarded 8 grants totaling $199K in 2024.

Where does Joseph F Fleming Charitable Trust operate?

Joseph F Fleming Charitable Trust has awarded grants in Arkansas, Iowa, Illinois, Oklahoma.

What size grants does Joseph F Fleming Charitable Trust award?

In 2024, Joseph F Fleming Charitable Trust awarded 8 grants totaling $199K — an average of about $25K per grant, based on its IRS Form 990 filings.

How much is Joseph F Fleming Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Joseph F Fleming Charitable Trust reported a distributable amount of $345K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Joseph F Fleming Charitable Trust's EIN?

Joseph F Fleming Charitable Trust's EIN (Employer Identification Number) is 37-6222186. IRS Form 990 filing data is available on this page for 2020–2024.

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

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