Nonprofit · EIN 37-6222186
JOSEPH F FLEMING CHARITABLE TRUST
Tax-exempt · BLOOMINGTON, IL 61704
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,588,497 | $135,662 | $1,452,835 | $4,770,646 | $0 | $4,770,646 |
| December 31, 2024 | 990-PF | $255,828 | $266,687 | -$10,859 | $3,317,811 | $0 | $3,317,811 |
| December 31, 2023 | 990-PF | $473,526 | $467,746 | $5,780 | $3,328,670 | $0 | $3,328,670 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $117,211
- Interest
- $3,780
- Net rental income
- $90,826
- Net gain from sales of assets
- $1,324,511
- Other income
- $30,125
Expenses
- Grants and similar amounts paid
- $69,467
- Compensation of officers, directors and key employees
- $32,434
- Disbursements for charitable purposes
- $88,031
- Excise tax on investment income
- $21,503
Balance sheet and other
- Total assets, start of year
- $3,317,811
- Total assets, end of year
- $4,770,646
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,770,646
- Fair market value of assets
- $7,423,278
- Qualifying distributions
- $88,031
- Net investment income
- $1,588,497
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MID WEALTH MANAGEMENT 2306 E WASHINGTON ST, BLOOMINGTON, IL 617044407 | TRUSTEE | 1 | $32,434 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MID WEALTH MANAGEMENT 2306 E WASHINGTON ST, BLOOMINGTON, IL 617044407 | TRUSTEE | 1 | $31,890 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MID WEALTH MANAGEMENT 2306 E WASHINGTON ST, BLOOMINGTON, IL 617044407 | TRUSTEE | 1 | $56,569 |
Address and contacts
- Address (IRS master file)
- 2306 E WASHINGTON ST, BLOOMINGTON, IL 61704-4407
- In care of
- % SOY CAPITAL BANK & TRUST CO
- Signed the 990-PF
- NATHAN IHNES, TRUSTEE
- Phone
- (309) 664-6789
- Return prepared by
- CLIFTONLARSONALLEN LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 37-6222186
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1991
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,770,646
- Income (IRS master file)
- $4,432,337
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,588,497 | $135,662 | $4,770,646 | IRS |
| 990-PF | December 2024 | $255,828 | $266,687 | $3,317,811 | IRS |
| 990-PF | December 2023 | $473,526 | $467,746 | $3,328,670 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 37-6222186).
Questions about JOSEPH F FLEMING CHARITABLE TRUST
- What is the EIN of JOSEPH F FLEMING CHARITABLE TRUST?
- The employer identification number (EIN) of JOSEPH F FLEMING CHARITABLE TRUST is 37-6222186.
- Is JOSEPH F FLEMING CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to JOSEPH F FLEMING CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH F FLEMING CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH F FLEMING CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSEPH F FLEMING CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JOSEPH F FLEMING CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $32,434 (FIRST MID WEALTH MANAGEMENT, TRUSTEE).
- How much revenue does JOSEPH F FLEMING CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,588,497, expenses of $135,662 and total assets of $4,770,646 at year end.
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