Nonprofit · EIN 04-6898010
THE@JULIA GERY FOUNDATION
Also known as GERY MICAHEL W TTEE
Tax-exempt · MARBLEHEAD, MA 01945
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $7,129 | $2,308 | $4,821 | $34,858 | $0 | $34,858 |
| December 31, 2024 | 990-PF | $5,432 | $1,923 | $3,509 | $30,037 | $0 | $30,037 |
| December 31, 2023 | 990-PF | $5,402 | $14,303 | -$8,901 | $26,528 | $0 | $26,528 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,133
- Dividends
- $269
- Net gain from sales of assets
- $4,727
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Excise tax on investment income
- $38
Balance sheet and other
- Total assets, start of year
- $30,037
- Total assets, end of year
- $34,858
- Total liabilities, end of year
- $0
- Net assets, end of year
- $34,858
- Fair market value of assets
- $57,581
- Net investment income
- $4,996
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA M GERY 22 PITMAN ROAD, MARBLEHEAD, MA 01945 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA M GERY 22 PITMAN ROAD, MARBLEHEAD, MA 01945 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA M GERY 22 PITMAN ROAD, MARBLEHEAD, MA 01945 | TRUSTEE | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 22 PITMAN RD, MARBLEHEAD, MA 01945-1434
- In care of
- % MICHAEL GERY
- Signed the 990-PF
- LISA GERY, TRUSTEE
- Phone
- (781) 631-1162
- Return prepared by
- KAHN LITWIN RENZA & CO LTD
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6898010
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $34,858
- Income (IRS master file)
- $7,129
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $7,129 | $2,308 | $34,858 | IRS |
| 990-PF | December 2024 | $5,432 | $1,923 | $30,037 | XML |
| 990-PF | December 2023 | $5,402 | $14,303 | $26,528 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6898010).
Questions about THE@JULIA GERY FOUNDATION
- What is the EIN of THE@JULIA GERY FOUNDATION?
- The employer identification number (EIN) of THE@JULIA GERY FOUNDATION is 04-6898010.
- Is THE@JULIA GERY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to THE@JULIA GERY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE@JULIA GERY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE@JULIA GERY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE@JULIA GERY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE@JULIA GERY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does THE@JULIA GERY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $7,129, expenses of $2,308 and total assets of $34,858 at year end.
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