The@julia Gery Foundation
Only null% goes to programs Strong reserves Growing revenue
The@julia Gery Foundation is a 501(c)(3) organization based in Marblehead, Massachusetts, registered in 1999, with $5,402 in FY2023 revenue. CharityIndex grades it F.
22 Pitman Rd, Marblehead, MA, 01945 EIN 04-6898010 Since 1999
Revenue (FY2023)
$5,402
▲ 47.2% vs prior year
Philanthropy median: $168K
Expenses (FY2023)
$14K
Net assets
$27K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
F
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for The@julia Gery Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
FFinancial health25% of the rating22 mo reserves · -165% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For The@julia Gery Foundation: 22 mo reserves · -165% margin earns a F on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for The@julia Gery Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For The@julia Gery Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Contact & location
- Address
- 22 Pitman Rd, Marblehead, MA, 01945
- City
- Marblehead
- State
- Massachusetts
- Subcategory
- Private Foundations
Financial trends
Revenue declined from $6,584 (FY2019) to $5,402 (FY2023) across 5 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $0Net assets $27K
Operating margin
-164.8%
Spent more than it raised in the latest fiscal year.
Total assets
$27K
Total liabilities
$0
Net assets
$27K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $5,402▲47.2% | $14,303▲515% | $26,528▼25.1% | $26,528▼25.1% | 990PF |
| 2022 | $3,669▼81.7% | $2,327▼90.1% | $35,429▲3.9% | $35,429▲3.9% | 990PF |
| 2021 | $20,052▲416% | $23,547▲2048% | $34,087▲23.4% | $34,087▲23.4% | 990PF |
| 2020 | $3,888▼40.9% | $1,096▼92.2% | $27,622▲11.2% | $27,622▲11.2% | 990PF |
| 2019 | $6,584 | $14,105 | $24,830 | $24,830 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Similar organizations in Philanthropy
Compare The@julia Gery Foundation
Frequently asked questions
- Is The@julia Gery Foundation a legitimate nonprofit?
- Yes. The@julia Gery Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 04-6898010, based in Marblehead, Massachusetts. Donations are tax-deductible.
- What is The@julia Gery Foundation's EIN?
- The@julia Gery Foundation's Employer Identification Number (EIN) is 04-6898010.
- How much revenue does The@julia Gery Foundation report?
- The@julia Gery Foundation reported $5,402 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- What financial grade does The@julia Gery Foundation have?
- CharityIndex grades The@julia Gery Foundation F, based on financial health (reserves and operating margin).
More nonprofits in Marblehead
Explore more
Data for The@julia Gery Foundation (EIN 04-6898010) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.