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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$126K
-55.5% YoY
Annual Giving
$267K
+0.0% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$134K
+0.0% YoY
About The Julie Fund Inc
Based on IRS filings
The Julie Fund Inc is a nonprofit organization focused on Health, based in NEWTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $126K in total assets. In 2024, it awarded 2 grants totaling $267K.
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 | $126,485 | $284,555 | $108,832 |
| Revenue | $293,973 | $717,958 | $390,395 |
| Expenses | $452,043 | $542,235 | $349,612 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | $45 | $34 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Massachusetts General Hospital ($250,000), Ovations for the Cure for Ovarian C ($17,290).
| Recipient | Purpose | Amount |
|---|---|---|
| MASSACHUSETTS GENERAL HOSPITAL BOSTON, MA | PATIENT SUPPORT/RESE | $250,000 |
| OVATIONS FOR THE CURE FOR OVARIAN C FRAMINGHAM, MA | PROVIDE FOOD FOR PAT | $17,290 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHERYL LAMEE | EXECUTIVE DI | 40 | $60,000 |
| PETER MCAVINN | CHAIRMAN | 5 | — |
| STEVEN FISCHER | TREASURER | 5 | — |
| BRETT BARENHOLTZ | DIRECTOR | 2 | — |
| JOSEPH ALBANESE | DIRECTOR | 2 | — |
| MICHAEL BRODERICK | DIRECTOR | 2 | — |
| MEREDITH BEATON STARR | DIRECTOR | 2 | — |
| SHAWN BAKER | DIRECTOR | 2 | — |
| ELIZABETH BAKER | DIRECTOR | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Julie Fund Inc?
The Julie Fund Inc is a nonprofit organization focused on Health, based in NEWTON, MA. It holds $126K in total assets as of 2024.
How large is The Julie Fund Inc?
As of 2024, The Julie Fund Inc holds $126K in total assets with $294K in annual revenue. It awarded 2 grants totaling $267K in 2024.
Where does The Julie Fund Inc operate?
The Julie Fund Inc has awarded grants in Massachusetts.
What size grants does The Julie Fund Inc award?
In 2024, The Julie Fund Inc awarded 2 grants totaling $267K — an average of about $134K per grant, based on its IRS Form 990 filings.
What is The Julie Fund Inc's EIN?
The Julie Fund Inc's EIN (Employer Identification Number) is 20-4027171. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Julie Fund Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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