The Julianna Foundation James R Bright Co-Trustee
The Julianna Foundation James R Bright Co-Trustee is a private foundation, based in Cleveland, OH. IRS filing data is available from 2019 through 2023. In 2023, it awarded 1 grant totaling $152K. Net investment income was $1.
The Julianna Foundation James R Bright Co-Trustee at a glance
In short: The Julianna Foundation James R Bright Co-Trustee gave $152K across 1 grant in 2023 (avg $152K), mostly in Ohio. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $151,934
- +2070.5% vs 2022
- Grants made (2023)
- 1
- +0.0% vs 2022
- Average grant
- $151,934
- +2070.5% vs 2022
- Median grant
- $151,934
- Primary geography
- Ohio (100% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who The Julianna Foundation James R Bright Co-Trustee funds
How this funder distributes its grants
Top Recipients
Top recipient in 2023
The largest 2023 recipient was Cleveland Museum of Natural History ($152K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2023 grant dollars on its one itemized grant.
States
Cities
How The Julianna Foundation James R Bright Co-Trustee gives
- Giving grew 2432% from 2020 to 2023. Method
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). 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 2019 to 2023, annual grant giving ranged from $6K (2019) to $152K (2023). In 2023 it made 1 grant totaling $152K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cleveland Museum of Natural History Cleveland, OH | Environmental | $151,934 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $135,642 | $155,134 | $151,934 | 1 | $151,934 | $1 | $6,847 |
| 2022 | $19,492 | $1 | $8,150 | $7,000 | 1 | $7,000 | $1 | $6,931 |
| 2021 | $27,641 | $12,697 | $6,633 | $5,500 | 1 | $5,500 | $12,697 | $6,259 |
| 2020 | $21,577 | $6,199 | $6,842 | $6,000 | 1 | — | $6,199 | $5,124 |
| 2019 | $22,220 | $4,457 | $5,500 | $5,500 | 1 | — | $4,457 | $5,489 |
Under IRS private-foundation payout rules, The Julianna Foundation James R Bright Co-Trustee reported a distributable amount of $7K for 2023 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Julianna Foundation James R Bright Co-Trustee's 2023 filing lists 2 officers; none of the 2 officers listed in 2023 report compensation.
Officers on the 2023 filing
James R. Bright
Co-Trustee
On filings since 2019
No compensation reported
William C. McCoy
Co-Trustee
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2023. "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 The Julianna Foundation James R Bright Co-Trustee
How much does The Julianna Foundation James R Bright Co-Trustee give each year?
The Julianna Foundation James R Bright Co-Trustee gave $152K across 1 grant in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $7K across 1 grant.
Where does The Julianna Foundation James R Bright Co-Trustee operate?
The Julianna Foundation James R Bright Co-Trustee has awarded grants in Ohio.
How much is The Julianna Foundation James R Bright Co-Trustee required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, The Julianna Foundation James R Bright Co-Trustee reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Julianna Foundation James R Bright Co-Trustee's EIN?
The Julianna Foundation James R Bright Co-Trustee's EIN (Employer Identification Number) is 34-1925557. IRS Form 990 filing data is available on this page for 2019–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 2, 2020)
- IRS filings on file for fiscal years 2019–2023
Explore Open Grants
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