The Julius Family Foundation
The Julius Family Foundation is a private foundation, based in Old Greenwich, CT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $20K in total assets. Net investment income was $1.
The Julius Family Foundation at a glance
- Total assets
- $19,739
- +102.7% vs 2024
- Revenue (2025)
- $10,001
- -83.3% vs 2024
- Net investment income (2025)
- $1
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Julius Family Foundation funds
How this funder distributes its grants
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 6 grants of 9 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
How The Julius Family Foundation gives
- Giving fell 36% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $2K (2020) to $300K (2023). In 2024 it made 4 grants totaling $65K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Friends of Costco Guild Seattle, WA | General Purpose | $25,000 |
| Children's Rights New York, NY | General Purpose | $20,000 |
| A Better Chance New York, NY | General Purpose | $15,000 |
| Simon's Rock Barrington, MA | General Purpose | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $19,739 | $10,001 | — | — | — | — | $1 | $705 |
| 2024 | $9,738 | $60,000 | $65,034 | $65,000 | 4 | $65,000 | — | $471 |
| 2023 | $14,772 | $100,000 | $305,025 | $300,000 | 2 | $302,500 | — | $1,682 |
| 2022 | $219,797 | $200,000 | $5,400 | — | — | $2,700 | — | $5,678 |
| 2021 | $25,197 | $105,000 | $106,500 | $101,500 | 3 | $104,000 | — | $1,267 |
| 2020 | $26,697 | $30,000 | $7,000 | $2,000 | 1 | — | — | $324 |
Under IRS private-foundation payout rules, The Julius Family Foundation reported a distributable amount of $705 for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Julius Family Foundation is led by Robert P. Julius, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Robert P. Julius
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Julius Family Foundation
How large is The Julius Family Foundation?
The Julius Family Foundation reported $20K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $10K.
Where does The Julius Family Foundation operate?
The Julius Family Foundation has awarded grants in District of Columbia, Florida, Massachusetts, New York, South Dakota, Washington.
How much is The Julius Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, The Julius Family Foundation reported a distributable amount of $705 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Julius Family Foundation's EIN?
The Julius Family Foundation's EIN (Employer Identification Number) is 20-6387243. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in The Julius Family Foundation's focus areas in our free grants database
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