Nonprofit · EIN 20-4027171
JULIE FUND INC
Tax-exempt (reinstated) · NEWTON, MA 02462
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $293,973 | $452,043 | -$158,070 | $126,485 | $0 | $126,485 |
| December 31, 2023 | 990 | $717,958 | $542,235 | $175,723 | $284,555 | $0 | $284,555 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $87,856
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- $206,117
- Other revenue
- $206,117
Expenses
- Grants and similar amounts paid
- $267,290
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $9,800
- Program services (functional)
- $356,940
- Management and general (functional)
- $82,924
- Fundraising (functional)
- $12,179
Balance sheet and other
- Total assets, start of year
- $284,555
- Total assets, end of year
- $126,485
- Total liabilities, end of year
- $0
- Net assets, end of year
- $126,485
- Net assets without donor restrictions
- $126,485
- Gross receipts
- $408,608
- Employees
- 0
- Volunteers
- 48
- Year formed
- 2005
- State of legal domicile
- MA
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHERYL LAMEE | EXECUTIVE DI Officer | 40 | $60,000 |
| PETER MCAVINN | CHAIRMAN Trustee or director, Officer | 5 | $0 |
| STEVEN FISCHER | TREASURER Trustee or director, Officer | 5 | $0 |
| BRETT BARENHOLTZ | DIRECTOR Trustee or director | 2 | $0 |
| JOSEPH ALBANESE | DIRECTOR Trustee or director | 2 | $0 |
| MICHAEL BRODERICK | DIRECTOR Trustee or director | 2 | $0 |
| MEREDITH BEATON STARR | DIRECTOR Trustee or director | 2 | $0 |
| SHAWN BAKER | DIRECTOR Trustee or director | 2 | $0 |
| ELIZABETH BAKER | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHERYL LAMEE | EXECUTIVE DI Officer | 40 | $55,000 |
| PETER MCAVINN | CHAIRMAN Trustee or director, Officer | 5 | $0 |
| STEVEN FISCHER | TREASURER Trustee or director, Officer | 5 | $0 |
| BRETT BARENHOLTZ | DIRECTOR Trustee or director | 2 | $0 |
| JOSEPH ALBANESE | DIRECTOR Trustee or director | 2 | $0 |
| MICHAEL BRODERICK | DIRECTOR Trustee or director | 2 | $0 |
| MEREDITH BEATON STARR | DIRECTOR Trustee or director | 2 | $0 |
| SHAWN BAKER | DIRECTOR Trustee or director | 2 | $0 |
| ELIZABETH BAKER | DIRECTOR Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 620657, NEWTON, MA 02462-0657
- In care of
- % PETER MCAVINN
- Principal officer (990 for 2024)
- PETER MCAVINN, PO BOX 620-657, NEWTON, MA 02462
- Signed the 990
- PETER MCAVINN, CHAIRMAN
- Phone
- (078) 170-4599
- Website
- THEJULIEFUND.ORG
- Return prepared by
- ANSTISS & CO PC
Mission
TO FIGHT WOMEN'S CANCERS IN THREE SPACES: EDUCATION & ADVOCACY, RESEARCH, AND PATIENT SUPPORT.
Program accomplishments
- THE PRIMARY PURPOSE IS TO FUND CANCER RESEARCH,NON-MEDICAL EXPENSES INCURRED BY FAMILIES OF CANCER PATIENTS AND EDUCATIONAL PROGRAMS FOR HEALTH CARE PROFESSIONALS. ALSO WORKING WITH THE GENERAL PUBLIC IN ORDER TO RAISE AWARENESS OF THE SYMPTOMS AND THE TREATMENTS FOR WOMEN'S CANCERS. FUNDS PROVIDED TO MASSACHUTSETTS GENERAL HOSPITAL FOR THE PURSUIT OF THE ORGANIZATIONS'S MISSION.Expenses $356,940 · grants $267,290
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-4027171
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E12)
- Assets (IRS master file)
- $126,485
- Income (IRS master file)
- $408,608
Revocation and reinstatement
- Exemption revoked
- May 15, 2015
- Posted by the IRS
- February 18, 2016
- Reinstated
- Effective May 15, 2015
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $293,973 | $452,043 | $126,485 | XML |
| 990 | December 2023 | $717,958 | $542,235 | $284,555 | XML |
| 990 | December 2022 | $390,395 | $349,612 | $108,832 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 20-4027171).
Questions about JULIE FUND INC
- What is the EIN of JULIE FUND INC?
- The employer identification number (EIN) of JULIE FUND INC is 20-4027171.
- Is JULIE FUND INC tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2015 and reinstated it effective May 15, 2015.
- Are donations to JULIE FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JULIE FUND INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JULIE FUND INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JULIE FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of JULIE FUND INC?
- The 990 for the year ended December 31, 2024 names PETER MCAVINN.
- Who are the officers and directors of JULIE FUND INC?
- The 990 for the year ended December 31, 2024 lists 9 people; 1 received compensation from the organization, the highest $60,000 (CHERYL LAMEE, EXECUTIVE DI).
- How much revenue does JULIE FUND INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $293,973, expenses of $452,043 and total assets of $126,485 at year end.
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