Mitch and Julie McLeod Family Foundation
Mitch and Julie McLeod Family Foundation is a private foundation, based in Naples, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $3.7M in total assets. In 2025, it made $6K in qualifying distributions. Net investment income was $227K.
Mitch and Julie McLeod Family Foundation at a glance
- Total assets
- $3,722,123
- +15.3% vs 2024
- Revenue (2025)
- $772,697
- +529.1% vs 2024
- Qualifying distributions (2025)
- $5,550
- -77.8% vs 2024
- Expenses (2025)
- $24,587
- -37.4% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Mitch and Julie McLeod Family Foundation funds
How this funder distributes its grants
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 5 grants of 9 (56%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Mitch and Julie McLeod Family Foundation gives
- In 2025 it paid out 3% 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
From 2022 to 2024, annual grant giving ranged from $25K (2024) to $1.3M (2023). In 2024 it made 1 grant totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Friends of Rookery Bay Naples, FL | General Support | $25,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,722,123 | $772,697 | $24,587 | — | — | $5,550 | $227,364 | $208,779 |
| 2024 | $3,228,212 | $122,835 | $39,294 | $25,000 | 1 | $25,000 | $110,541 | $183,307 |
| 2023 | $3,144,671 | $208,469 | $1,343,866 | $1,325,000 | 5 | $1,325,000 | $194,603 | $194,701 |
| 2022 | $4,280,068 | $276,234 | $201,648 | $158,500 | 3 | $158,500 | $75,212 | $212,195 |
| 2021 | $4,243,163 | $7,274,303 | — | — | — | — | $2,218,733 | — |
Under IRS private-foundation payout rules, Mitch and Julie McLeod Family Foundation reported a distributable amount of $209K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Mitch and Julie McLeod Family Foundation is led by Julie McLeod, President on every filing since 2021; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Julie McLeod
President
On filings since 2021
1 hr/week
No compensation reported
Mitchell McLeod
President
On filings since 2021
1 hr/week
No compensation reported
Allison West
Vice President
On filings since 2021
1 hr/week
No compensation reported
Bethany Nininger
Vice President
On filings since 2021
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Mitch and Julie McLeod Family Foundation
How large is Mitch and Julie McLeod Family Foundation?
Mitch and Julie McLeod Family Foundation reported $3.7M in total assets on its 2025 IRS Form 990-PF. It paid out $6K in qualifying distributions that year, against a required minimum of $209K (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.
Where does Mitch and Julie McLeod Family Foundation operate?
Mitch and Julie McLeod Family Foundation has awarded grants in Florida, North Carolina, Ohio.
What is Mitch and Julie McLeod Family Foundation's EIN?
Mitch and Julie McLeod Family Foundation's EIN (Employer Identification Number) is 87-2293726. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2021–2024
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