Joseph F Fleming Charitable Trust

Private foundation · Grantmaker Bloomington, IL EIN: 37-6222186

Joseph F Fleming Charitable Trust is a private foundation, based in Bloomington, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $4.8M in total assets. In 2025, it awarded 7 grants totaling $69K. Net investment income was $1.5M.

Joseph F Fleming Charitable Trust at a glance

In short: Joseph F Fleming Charitable Trust gave $69K across 7 grants in 2025 (avg $10K), mostly in Oklahoma. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$69,467
-65.2% vs 2024
Grants made (2025)
7
-12.5% vs 2024
Average grant
$9,924
-60.2% vs 2024
Median grant
$2,668
Total assets
$4,770,646
+43.8% vs 2024
Primary geography
Oklahoma (52% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Joseph F Fleming Charitable Trust funds

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

University of Illinois (391): $21KUniversity of Illinois (391)$21KUniversity of Illinois (408): $5KUniversity of Illinois (408)$5KIowa State University (346): $3KIowa State University (346)$3KUniversity of Arkansas (355): $3KUniversity of Arkansas (355)$3KOklahoma State University (364): $2KOklahoma State University(364)$2KUniversity of Arkansas (426): $2KUniversity of Arkansas (426)$2K

The largest 2025 recipient was University of Illinois (391) ($21K). Together the top 6 received $35K.

Organizations only. It also paid 1 individual scholarship ($34,000), which are not listed by name.

Grant Size Distribution

39 grants across all recorded years

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

The most common grant size was under $50K: 32 grants of 39 (82%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2025 grant dollars across all 7 itemized grants.

Cities

FayettevilleUrbanaAmesStillwater

How Joseph F Fleming Charitable Trust gives

  • Giving fell 88% from 2022 to 2025. Method
  • In 2025 it paid out 26% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K8 grants2019 8 grants2020 8 grants2021 8 grants2022 8 grants2023 8 grants2024 7 grants2025

From 2019 to 2025, annual grant giving ranged from $69K (2025) to $575K (2022). In 2025 it made 7 grants totaling $69K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
1 individual scholarship Recipients not named —$34,000
University of Illinois (391) Urbana, ILScholarships$21,000
University of Illinois (408) Urbana, ILUnrestricted Use$4,504
Iowa State University (346) Ames, IAUnrestricted Use$2,668
University of Arkansas (355) Fayetteville, ARUnrestricted Use$2,512
Oklahoma State University (364) Stillwater, OKUnrestricted Use$2,400
University of Arkansas (426) Fayetteville, ARScholarships$2,383
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$4,770,646$1,588,497$135,662$69,4677$88,031$1,547,000$332,492
2024$3,317,811$255,828$266,687$199,4938$218,143$213,532$344,896
2023$3,328,670$473,526$467,746$370,3168$402,941$415,542$329,527
2022$3,322,890$617,868$669,089$575,0228$600,921$572,843$326,283
2021$3,374,111$367,955$365,514$272,7778$303,503$316,023$310,127
2020$3,371,670$211,961$246,999$175,2808—$167,197$263,139
2019$3,406,708$317,716$331,672$258,0148—$244,058$243,149

Under IRS private-foundation payout rules, Joseph F Fleming Charitable Trust reported a distributable amount of $332K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Joseph F Fleming Charitable Trust's only listed officer is First MID Wealth Management, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • First MID Wealth Management

    Trustee

    On filings since 2019

    1 hr/week

    $37K (2019) → $32K (2025)

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

First Mid Wealth Management — Trustee: $32KFirst Mid Wealth…Trustee$32K

The highest reported compensation on the 2025 filing was $32K, to First Mid Wealth Management (Trustee).

Frequently asked questions about Joseph F Fleming Charitable Trust

How much does Joseph F Fleming Charitable Trust give each year?

Joseph F Fleming Charitable Trust gave $69K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $199K across 8 grants.

What is Joseph F Fleming Charitable Trust's typical grant size?

Joseph F Fleming Charitable Trust's median grant in 2025 was $2,668, and its average grant was $9,924, across 7 grants on its 2025 IRS Form 990-PF.

Where does Joseph F Fleming Charitable Trust give grants?

Joseph F Fleming Charitable Trust gives mostly in Oklahoma: 52% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Illinois (37%) and Arkansas (7%). The most frequent recipient cities were Urbana, IL (2 grants) and Fayetteville, AR (2 grants).

Does Joseph F Fleming Charitable Trust give general operating support?

Yes: 57% of Joseph F Fleming Charitable Trust's 2025 grants with a stated purpose (4 of 7) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Scholarships" (3 grants).

Who are Joseph F Fleming Charitable Trust's largest grantees?

Joseph F Fleming Charitable Trust's largest 2025 grantees include University of Illinois (391) ($21,000), University of Illinois (408) ($4,504) and Iowa State University (346) ($2,668), according to its 2025 IRS Form 990-PF. It also paid 1 individual scholarship ($34,000), which are not listed by name. Together they received 41% of its itemized 2025 grant dollars.

How large is Joseph F Fleming Charitable Trust?

Joseph F Fleming Charitable Trust reported $4.8M in total assets on its 2025 IRS Form 990-PF. It paid out $88K in qualifying distributions that year, against a required minimum of $332K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

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 2019–2025.

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

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS June 4, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Joseph F Fleming Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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