Nonprofit · EIN 02-0565065
JULIUS FLEISCHMAN FOUNDATION INC
Tax-exempt · OCALA, FL 34480
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $130,020 | $300,802 | -$170,782 | $2,716,836 | $0 | $2,716,836 |
| December 31, 2024 | 990-PF | $151,510 | $322,594 | -$171,084 | $2,711,523 | $0 | $2,711,523 |
| December 31, 2023 | 990-PF | $153,317 | $331,234 | -$177,917 | $2,882,607 | $0 | $2,882,607 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $103,481
- Interest
- $642
- Net gain from sales of assets
- $25,897
Expenses
- Grants and similar amounts paid
- $131,373
- Compensation of officers, directors and key employees
- $120,000
- Disbursements for charitable purposes
- $131,373
- Excise tax on investment income
- $921
Balance sheet and other
- Total assets, start of year
- $2,711,523
- Total assets, end of year
- $2,716,836
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,716,836
- Fair market value of assets
- $2,716,836
- Qualifying distributions
- $131,373
- Net investment income
- $104,151
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 |
|---|---|---|---|
| LINDA DAVIS 7 BEAVERDAM LANE, PALM COAST, FL 32137 | PRESIDENT/TR | 15 | $42,000 |
| SALLY BARTOLOTTA 6070 SE 39TH AVE, OCALA, FL 34480 | VP/SECRETARY | 15 | $30,000 |
| LEWIS WHARTON 219 KEATON AVE, WILMINGTON, NC 28403 | DIRECTOR | 8 | $12,000 |
| LORI NORCIA 14625 BALTIMORE AVE 437, LAUREL, MD 20707 | DIRECTOR | 8 | $12,000 |
| ANDREW BARTOLOTTA 6070 SE 39TH AVE, OCALA, FL 34480 | DIRECTOR | 8 | $12,000 |
| VICKIE MILES 7719 MODISTO LANE, SPRINGFIELD, VA 22153 | DIRECTOR | 8 | $12,000 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA DAVIS 7 BEAVERDAM LANE, PALM COAST, FL 32137 | PRESIDENT/TR | 15 | $41,000 |
| SALLY BARTOLOTTA 6070 SE 39TH AVE, OCALA, FL 34480 | VP/SECRETARY | 15 | $31,000 |
| LEWIS WHARTON 219 KEATON AVE, WILMINGTON, NC 28403 | DIRECTOR | 8 | $13,000 |
| LORI NORCIA 14625 BALTIMORE AVE 437, LAUREL, MD 20707 | DIRECTOR | 8 | $13,000 |
| ANDREW BARTOLOTTA 6070 SE 39TH AVE, OCALA, FL 34480 | DIRECTOR | 8 | $13,000 |
| VICKIE MILES 7719 MODISTO LANE, SPRINGFIELD, VA 22153 | DIRECTOR | 8 | $13,000 |
| KORNEDA J AITCHESON 7 BEAVERDAM LANE, PALM COAST, FL 32137 | DIRECTOR | 8 | $9,000 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA DAVIS 2326 SARNO ROAD, MELBORNE, FL 32935 | PRESIDENT/TR | 15 | $36,000 |
| SALLY BARTOLOTTA 2267 YALTA TERRACE, NORTH PORT, FL 34286 | VP/SECRETARY | 15 | $24,000 |
| LEWIS WHARTON 219 KEATON AVE, WILMINGTON, NC 28403 | DIRECTOR | 8 | $12,000 |
| LORI NORCIA 14625 BALTIMORE AVE 437, LAUREL, MD 20707 | DIRECTOR | 8 | $12,000 |
| ANDREW BARTOLOTTA 2267 YALTA TERRACE, NORTH PORT, FL 34286 | DIRECTOR | 8 | $12,000 |
| KORNEDA J AITCHESON 7 BEAVERDAM LANE, PALM COAST, FL 32137 | DIRECTOR | 8 | $12,000 |
| VICKIE MILES 7719 MODISTO LANE, SPRINGFIELD, VA 22153 | DIRECTOR | 8 | $12,000 |
| CAROLYNE WILLIAMS 2326 SARNO RD, MELBOURNE, FL 32935 | DIRECTOR | 8 | $5,000 |
Address and contacts
- Address (IRS master file)
- 6070 SE 39TH AVE, OCALA, FL 34480-9013
- In care of
- % SCOTT A WEBB
- Signed the 990-PF
- SALLY BARTOLOTTA, VP/SECRETARY
- Phone
- (703) 620-2600
- Return prepared by
- WILSON TAX AND ACCOUNTING INC
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
- 02-0565065
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,716,836
- Income (IRS master file)
- $1,319,676
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $130,020 | $300,802 | $2,716,836 | XML |
| 990-PF | December 2024 | $151,510 | $322,594 | $2,711,523 | XML |
| 990-PF | December 2023 | $153,317 | $331,234 | $2,882,607 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 02-0565065).
Questions about JULIUS FLEISCHMAN FOUNDATION INC
- What is the EIN of JULIUS FLEISCHMAN FOUNDATION INC?
- The employer identification number (EIN) of JULIUS FLEISCHMAN FOUNDATION INC is 02-0565065.
- Is JULIUS FLEISCHMAN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to JULIUS FLEISCHMAN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JULIUS FLEISCHMAN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JULIUS FLEISCHMAN FOUNDATION INC 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 JULIUS FLEISCHMAN FOUNDATION INC 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 JULIUS FLEISCHMAN FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 6 received compensation from the organization, the highest $42,000 (LINDA DAVIS, PRESIDENT/TR).
- How much revenue does JULIUS FLEISCHMAN FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $130,020, expenses of $300,802 and total assets of $2,716,836 at year end.
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All nonprofits in OCALA · Florida · Philanthropy, voluntarism and grantmaking foundations