Skip to content
ProPublica Donate
ProPublica Donate

Julius Fleischman Foundation Inc

  • Ocala, FL
  • Tax-exempt since Jan. 2003
  • EIN: 02-0565065

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$153k (2023)

Expenses
$331k (2023)

Total Assets
$2.88M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2010 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$153,317
Expenses
$331,234
Net Income
-$177,917
Net Assets
$2,882,607
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,189
0.8%
Dividends $101,169
66.0%
Sales of Assets $47,385
30.9%
Other Income $3,574
2.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $153,000
46.2%
Compensation of Officers* $125,000
37.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,882,607
Total Liabilities $0
Net Assets $2,882,607
Compensation
Key Employees and Officers Compensation Other
Linda Davis (President/Tr) $36,000 $0
Sally Bartolotta (Vp/Secretary) $24,000 $0
Lewis Wharton (Director) $12,000 $0
Lori Norcia (Director) $12,000 $0
Andrew Bartolotta (Director) $12,000 $0
Korneda J Aitcheson (Director) $12,000 $0
Vickie Miles (Director) $12,000 $0
Carolyne Williams (Director) $5,000 $0
+ View more people

Document Links

990-PF
Filed on Aug. 9, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$962,273
Expenses
$382,896
Net Income
$579,377
Net Assets
$3,060,524
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $769
0.1%
Dividends $80,451
8.4%
Sales of Assets $877,541
91.2%
Other Income $3,512
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $175,000
45.7%
Compensation of Officers* $135,000
35.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,060,524
Total Liabilities $0
Net Assets $3,060,524
Compensation
Key Employees and Officers Compensation Other
Linda Davis (President/Tr) $36,000 $0
Sally Bartolotta (Vp/Secretary) $24,000 $0
Carolyne Williams (Director) $15,000 $0
Lewis Wharton (Director) $12,000 $0
Lori Norcia (Director) $12,000 $0
Andrew Bartolotta (Director) $12,000 $0
Korneda J Aitcheson (Director) $12,000 $0
Vickie Miles (Director) $12,000 $0
+ View more people

Document Links

990-PF
Filed on Nov. 7, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$258,462
Expenses
$359,103
Net Income
-$100,641
Net Assets
$2,481,147
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $15
0.0%
Dividends $66,541
25.7%
Sales of Assets $96,098
37.2%
Other Income $95,808
37.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $167,500
46.6%
Compensation of Officers* $137,000
38.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,481,147
Total Liabilities $0
Net Assets $2,481,147
Compensation
Key Employees and Officers Compensation Other
Linda Davis (President/Tr) $40,000 $0
Sally Bartolotta (Vp/Secretary) $25,000 $0
Carolyne Williams (Director) $12,000 $0
Lewis Wharton (Director) $12,000 $0
Lori Norcia (Director) $12,000 $0
Andrew Bartolotta (Director) $12,000 $0
Korneda J Aitcheson (Director) $12,000 $0
Vickie Miles (Director) $12,000 $0
+ View more people

Document Links

990-PF
Filed on Nov. 21, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$107,653
Expenses
$327,476
Net Income
-$219,823
Net Assets
$2,581,787
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $13
0.0%
Dividends $57,543
53.5%
Sales of Assets $50,097
46.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $156,000
47.6%
Compensation of Officers* $132,000
40.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,581,788
Total Liabilities $1
Net Assets $2,581,787
Compensation
Key Employees and Officers Compensation Other
Linda Davis (President/Tr) $36,000 $0
Sally Bartolotta (Vp/Secretary) $24,000 $0
Carolyne Williams (Director) $12,000 $0
Lewis Wharton (Director) $12,000 $0
Lori Norcia (Director) $12,000 $0
Andrew Bartolotta (Director) $12,000 $0
Korneda J Aitcheson (Director) $12,000 $0
Vickie Miles (Director) $12,000 $0
+ View more people

Document Links

990-PF
Filed on Nov. 4, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$147,902
Expenses
$316,717
Net Income
-$168,815
Net Assets
$2,801,610
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $693
0.5%
Dividends $56,109
37.9%
Sales of Assets $93,492
63.2%
Other Income -$2,392
Notable Expenses Percent of Total Expenses
Charitable Disbursements $151,500
47.8%
Compensation of Officers* $120,000
37.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,801,611
Total Liabilities $1
Net Assets $2,801,610
Compensation
Key Employees and Officers Compensation Other
Linda Davis (President/Tr) $36,000 $0
Sally Bartolotta (Vp/Secretary) $12,000 $0
Carolyne Williams (Director) $12,000 $0
Lewis Wharton (Director) $12,000 $0
Lori Norcia (Director) $12,000 $0
Andrew Bartolotta (Director) $12,000 $0
Korneda J Aitcheson (Director) $12,000 $0
Vickie Miles (Director) $12,000 $0
+ View more people

Document Links

990-PF
Filed on Sept. 28, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$106,416
Expenses
$317,218
Net Income
-$210,802
Net Assets
$2,970,426
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,210
1.1%
Dividends $65,256
61.3%
Sales of Assets $37,177
34.9%
Other Income $2,773
2.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $158,500
50.0%
Compensation of Officers* $120,825
38.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,970,426
Total Liabilities $0
Net Assets $2,970,426
Compensation
Key Employees and Officers Compensation Other
Linda Davis (President/Tr) $36,000 $0
Sally Bartolotta (Vp/Secretary) $12,825 $0
Carolyne Williams (Director) $12,000 $0
Lewis Wharton (Director) $12,000 $0
Lori Norcia (Director) $12,000 $0
Andrew Bartolotta (Director) $12,000 $0
Korneda J Aitcheson (Director) $12,000 $0
Vickie Miles (Director) $12,000 $0
+ View more people

Document Links

990-PF
Filed on Nov. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$114,856
Expenses
$361,985
Net Income
-$247,129
Net Assets
$2,923,072
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,019
1.8%
Dividends $76,062
66.2%
Sales of Assets $5,335
4.6%
Other Income $31,440
27.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $224,000
61.9%
Compensation of Officers* $122,075
33.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,923,072
Total Liabilities $0
Net Assets $2,923,072
Compensation
Key Employees and Officers Compensation Other
Linda Davis (Pres/Treas) $36,000 $0
Sally Bartolotta (Vp/Secr.) $14,075 $0
Carolyne Williams (Directort) $12,000 $0
Lewis Wharton (Director) $12,000 $0
Lori Norcia (Director) $12,000 $0
Andrew Bartolotta (Director) $12,000 $0
Korneda J Aitcheson (Director) $12,000 $0
Vickie Miles (Director) $12,000 $0
+ View more people

Document Links

990-PF
Filed on Nov. 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$57,470
Expenses
$313,885
Net Income
-$256,415
Net Assets
$3,152,815
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,462
2.5%
Dividends $86,730
> 100%
Sales of Assets -$45,644
Other Income $14,922
26.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $158,073
50.4%
Compensation of Officers* $115,281
36.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,152,815
Total Liabilities $0
Net Assets $3,152,815
Compensation
Key Employees and Officers Compensation Other
Linda Davis (Pres/Treas) $28,000 $0
Lewis Wharton (Director) $14,000 $0
Sally Bartolotta (Vp/Secr.) $12,000 $0
Carolyne Williams (Directort) $12,000 $0
Lori Norcia (Director) $12,000 $0
Andrew Bartolotta (Director) $12,000 $0
Korneda J Aitcheson (Director) $12,000 $0
Vickie Miles (Director) $8,000 $0
Jennifer Wharton (Director) $2,781 $0
Edward Gondella (Director) $2,000 $0
Hillarie Immel (Director) $500 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$67,006
Expenses
$376,922
Net Income
-$309,916
Net Assets
$3,730,178
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $760
1.1%
Dividends $74,330
> 100%
Sales of Assets -$59,738
Other Income $51,654
77.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $247,785
65.7%
Compensation of Officers* $99,000
26.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,730,178
Total Liabilities $0
Net Assets $3,730,178
Compensation
Key Employees and Officers Compensation Other
Linda Davis (Pres/Treas) $24,000 $0
Lori Norcia (Director) $16,000 $0
Sally Bartolotta (Vp/Secr.) $12,000 $0
Carolyne Williams (Directort) $12,000 $0
Andrew Bartolotta (Director) $12,000 $0
Korneda J Aitcheson (Director) $12,000 $0
Lewis Wharton (Director) $11,000 $0
+ View more people

Document Links

990-PF
Filed on Nov. 14, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$178,103
Expenses
$267,793
Net Income
-$89,690
Net Assets
$3,973,650
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,198
0.7%
Dividends $113,882
63.9%
Sales of Assets $9,575
5.4%
Other Income $53,448
30.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $136,017
50.8%
Compensation of Officers* $95,000
35.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,973,650
Total Liabilities $0
Net Assets $3,973,650
Compensation
Key Employees and Officers Compensation Other
Linda Davis (Pres/Treas) $24,000 $0
Lori Norcia (Director) $14,000 $0
Sally Bartolotta (Vp/Secr.) $12,000 $0
Carolyne Williams (Directort) $12,000 $0
Lewis Wharton (Director) $12,000 $0
Andrew Bartolotta (Director) $12,000 $0
Korneda J Aitcheson (Director) $9,000 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,558,019
Expenses
$298,176
Net Income
$1,259,843
Net Assets
$4,105,660
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,430,670
91.8%
Interest Revenue $106
0.0%
Dividends $95,621
6.1%
Sales of Assets $5,786
0.4%
Other Income $25,836
1.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $200,743
67.3%
Compensation of Officers* $80,901
27.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,105,660
Total Liabilities $0
Net Assets $4,105,660
Compensation
Key Employees and Officers Compensation Other
Linda Davis (Pres/Treas) $25,109 $0
Sally Bartolotta (Vp/Secr.) $14,526 $0
Lori Norcia (Director) $13,366 $0
Lewis Wharton (Director) $12,000 $0
Carolyne Williams (Directort) $10,900 $0
Andrew Bartolotta (Director) $5,000 $0
+ View more people

Document Links

990-PF
Filed on Nov. 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,759,372
Expenses
$170,735
Net Income
$1,588,637
Net Assets
$2,861,201
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,656,711
94.2%
Interest Revenue $0
Dividends $86,918
4.9%
Sales of Assets $14,444
0.8%
Other Income $1,299
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $120,125
70.4%
Compensation of Officers* $46,000
26.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,861,202
Total Liabilities $1
Net Assets $2,861,201

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$27,341
Expenses
$32,094
Net Income
-$59,435
Net Assets
$1,252,304
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $31,821
Sales of Assets $0
Other Income -$2,353
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,185
94.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,252,304
Total Liabilities $0
Net Assets $1,252,304

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$55,455
Expenses
$5,452
Net Income
$50,003
Net Assets
$1,305,610
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $29,449
53.1%
Sales of Assets $25,684
46.3%
Other Income $322
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,252
96.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,305,610
Total Liabilities $0
Net Assets $1,305,610

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated