Julia Gery Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MARBLEHEAD, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $30K in total assets. In 2024, it made $35 in qualifying distributions. Net investment income was $2K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$30K
+13.2% YoY
Revenue
$5K
+0.6% YoY
Qualifying Distributions
$35
-99.7% YoY
Expenses
$2K
-86.6% YoY
About Julia Gery Foundation
Based on IRS filings
Julia Gery Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MARBLEHEAD, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $30K in total assets. In 2024, it made $35 in qualifying distributions. Net investment income was $2K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $30,037 | $26,528 | $35,429 |
| Revenue | $5,432 | $5,402 | $3,669 |
| Expenses | $1,923 | $14,303 | $2,327 |
| Qualifying Distributions | $35 | $12,320 | $388 |
| Net Investment Income | $1,646 | $1,819 | — |
| Distributable Amount | $2,138 | $1,867 | $2,432 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LISA M GERY | TRUSTEE | 0.25 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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