Julius Fleischman Foundation Inc
Julius Fleischman Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Ocala, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 10 grants totaling $136K. Net investment income was $79K.
Key facts about Julius Fleischman Foundation Inc
- EIN
- 02-0565065
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $136,000
- Grants made (2024)
- 10
- Average grant
- $13,600
- Median grant
- $11,500
- New grantees (estimate)
- 10% first-time grantees (1 of 10, 2024)
- Total assets
- $2,711,523
- Primary geography
- Virginia (35% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Julius Fleischman Foundation Inc funds
By grant dollars, the top recipient states for Julius Fleischman Foundation Inc's 10 itemized 2024 grants were Virginia (35%), Florida (33%) and California (10%). None of its 10 grants with a stated purpose were described as general or operating support.
Is Julius Fleischman Foundation Inc open to new grantees?
10%
first-time grantees, 2024
In 2024, 1 of 10 grantees (10%) were first-time recipients. First grants averaged $13K; repeat grants $14K. How we count
Medians: $13K first-time, $10K repeat.
- 90% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−19%). Method
- In 2024 it paid out 100% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Julius Fleischman Foundation Inc
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.7M
-5.9% YoY
Annual Giving
$136K
-11.1% YoY
Grant Count
10
-9.1% YoY
Avg Grant Size
$14K
-2.2% YoY
Under IRS private-foundation payout rules, Julius Fleischman Foundation Inc reported a distributable amount of $136K for 2024 — the minimum it must pay out in qualifying distributions.
About Julius Fleischman Foundation Inc
Based on IRS filings
Julius Fleischman Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Ocala, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 10 grants totaling $136K. Net investment income was $79K.
Focus Areas
Ready to take the next step with Julius Fleischman Foundation Inc?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 10 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,711,523 | $2,882,607 | $3,060,524 |
| Revenue | $151,510 | $153,317 | $962,273 |
| Expenses | $322,594 | $331,234 | $382,896 |
| Qualifying Distributions | $136,000 | $153,000 | $175,000 |
| Net Investment Income | $78,605 | $73,701 | $64,519 |
| Distributable Amount | $136,227 | $136,979 | $159,027 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
53 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Blue Horse Mukwa Equine Retirement ($30,000), Florida School for the Deaf & Blind ($25,000), Mote Marine Laboratory & Aquarium ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BLUE HORSE MUKWA EQUINE RETIREMENT Chase City, VA | CARE OF ABUSED AND ABANDONED HORSES | $30,000 |
| FLORIDA SCHOOL FOR THE DEAF & BLIND St Augustine, FL | AFTER SCHOOL WORK PROGRAM TRAINING | $25,000 |
| MOTE MARINE LABORATORY & AQUARIUM Sarasota, FL | MARINE RESEARCH | $15,000 |
| PILOTS TO THE RESCUE Merrifield, VA | PROVIDES TRAVEL FOR ANIMAL CARE | $13,000 |
| SHANNON ELIZABETH FOUNDATION Beverly Hills, CA | PROMOTE ANIMAL CONSERVATION | $13,000 |
| ANIMAL FRIENDS INC Pittsburgh, PA | WELL-BEING OF COMPANION ANIMALS | $10,000 |
| FOUNDATION FIGHTING BLINDNESS Columbia, MD | RESEARCH TO CURE BLINDNESS | $10,000 |
| COLUMBIA LIGHTHOUSE FOR THE BLIND Washington DC, DC | HELP THE BLIND REMAIN INDEPENDENT | $10,000 |
| CHAMPAGNES CRITTER SANCTUARY Ocala, FL | ANIMAL SANCTUARY | $5,000 |
| FORT HUNT HIGH SCHOOL ALUMNI ASSOC Alexandria, VA | PROVIDE SCHOLARSHIPS FOR COLLEGE | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Linda Davis | President/Tr | 15 | $41,000 |
| Sally Bartolotta | VP/Secretary | 15 | $31,000 |
| Lewis Wharton | Director | 8 | $13,000 |
| Lori Norcia | Director | 8 | $13,000 |
| Andrew Bartolotta | Director | 8 | $13,000 |
| Vickie Miles | Director | 8 | $13,000 |
| Korneda J Aitcheson | Director | 8 | $9,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Julius Fleischman Foundation Inc?
Julius Fleischman Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Ocala, FL. It holds $2.7M in total assets as of 2024.
How large is Julius Fleischman Foundation Inc?
As of 2024, Julius Fleischman Foundation Inc holds $2.7M in total assets with $152K in annual revenue. It awarded 10 grants totaling $136K in 2024.
Where does Julius Fleischman Foundation Inc operate?
Julius Fleischman Foundation Inc has awarded grants in California, Colorado, District of Columbia, Florida, Maryland, New Jersey, New York, Pennsylvania, Virginia.
What size grants does Julius Fleischman Foundation Inc award?
In 2024, Julius Fleischman Foundation Inc awarded 10 grants totaling $136K — an average of about $14K per grant, based on its IRS Form 990 filings.
How much is Julius Fleischman Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Julius Fleischman Foundation Inc reported a distributable amount of $136K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Julius Fleischman Foundation Inc's EIN?
Julius Fleischman Foundation Inc's EIN (Employer Identification Number) is 02-0565065. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.