Julie Fund Inc in Wellesley, Massachusetts (MA)
Table of contents:
- Overview
- Detailed Reports
- Statements Regarding Other IRS Filings and Tax Compliance
- Statement of Revenue
- Statement of Functional Expenses
- Balance Sheet
- Reason for Public Charity Status
- Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
- Support Schedule for Organizations Described in Section 509(a)(2)
- Organizations performing similar types of work
| Julie Fund Inc | |
| Employer Identification Number (EIN) | 204027171 |
| Name of Organization | Julie Fund Inc |
| In Care of Name | Peter J Mcavinn |
| Address | C/O Peter Mcavinn 49 Fiske Road, Wellesley, MA 02481 |
| Subsection | Charitable Organization |
| Ruling Date | 10/2011 |
| Deductibility | Contributions are deductible |
| Foundation | Organization which receives a substantial part of its support from a governmental unit or the general public |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 (all other) or 990EZ return |
| Asset Amount | $201,127 |
| Amount of Income | $277,958 |
| Form 990 Revenue Amount | $174,122 |
| National Taxonomy of Exempt Entities (NTEE) | Health - General and Rehabilitative: Fund Raising and/or Fund Distribution |
Non-representatives - add comments:
Amount of income in 2011: $277,958 (it was $501,576 in 2007)
| This organization: | $277,958 |
| Other organizations performing similar types of work: | $100,423 |
Assets in 2011: $201,127 (it was $60,577 in 2007)
| Julie Fund Inc: | $201,127 |
| Other organizations performing similar types of work: | $79,295 |
Expenses in 2011: $214,833
| This organization: | $214,833 |
| Other organizations performing similar types of work: | $57,717 |
Income to expenses ratio in 2011: 1.3
| Julie Fund Inc: | 1.3 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2011: 1.4%
| Julie Fund Inc: | 1.4% |
| Other organizations performing similar types of work: | 19.8% |
Revenue for 2011
Support schedule
Support schedule
| Statements Regarding Other IRS Filings and Tax Compliance (for 2011) | |
| Did the organization have unrelated business gross income of $1,000 or more during the year? | No |
| Initiation fees and capital contributions | $0 |
| Gross receipts for public use of club facilities | $0 |
| Gross income from members or shareholders | $0 |
| Gross income from other sources | $0 |
| Statement of Revenue (for 2011) | |
| Total revenue | $174,122 |
| Contributions, Gifts, Grants and Other Similar Amounts | $2,440 |
| Program Service Revenue | $0 |
| Other Revenue | |
| Investment income (including dividends, interest, and other similar amounts) | $107 |
| Income from investment of tax-exempt bond proceeds | $0 |
| Royalties | $0 |
| Net rental income | $0 |
| Net gain from sales of assets other than inventory | $0 |
| Net income from fundraising events | $171,575 |
| Gross income from fundraising events | $275,411 |
| Less: direct expenses | $103,836 |
| Net income from gaming activities | $0 |
| Net income from sales of inventory | $0 |
| Miscellaneous Revenue | $0 |
| Statement of Functional Expenses (for 2011) | |
| Total functional expenses | $214,833 |
| Compensation of current officers, directors, trustees, and key employees | $0 |
| Other salaries and wages | $0 |
| Payroll taxes | $0 |
| Professional fundraising services | $0 |
| Other | $214,833 |
| Balance Sheet (for 2011) | |
| Total assets | $201,127 |
| Total liabilities | $0 |
| Total net assets or fund balances | $201,127 |
| Retained earnings, endowment, accumulated income, or other funds | $201,127 |
| Reason for Public Charity Status (for 2011) | |
| The organization is not a private foundation because it is: | A community trust described in section 170(b)(1)(A)(vi) |
| Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2011) | |
| 2007 - 2011 Total | |
|---|---|
| Total Support | $1,265,808 |
| Gifts, grants, contributions, and membership fees received | $1,265,679 |
| Tax revenues levied for the organization's benefit and either paid to or expended on its behalf | $0 |
| The value of services or facilities furnished by a governmental unit to the organization without charge | $0 |
| Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources | $129 |
| Gross receipts from related activities, etc. | $1,265,679 |
| Support Schedule for Organizations Described in Section 509(a)(2) (for 2011) | |
| 2007 - 2011 Total | |
|---|---|
| Total support | $1,405,168 |
| Gifts, grants, contributions, and membership fees received | $1,405,039 |
| Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | $0 |
| Tax revenues levied for the organization's benefit and either paid to or expended on its behalf | $0 |
| The value of services or facilities furnished by a governmental unit to the organization without charge | $0 |
| Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources and Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 | $129 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Tufts Health Plan Foundation Inc | 705 Mount Auburn St, Watertown, MA 02472-1508 | MA | 2008-03 | $16,285,586 |
| 2 | Worcester Foundation For Biomedical Research Affiliated With The | 333 South St-Ste 290, Shrewsbury, MA 01545-7807 | MA | 1999-05 | $812,200 |
| 3 | Julie Fund Inc | C/O Peter Mcavinn 49 Fiske Road, Wellesley, MA 02481 | MA | 2011-10 | $277,958 |
| 4 | Fly Foundation | 550 Locust St, Fall River, MA 02720-5016 | MA | 2011-06 | $115,815 |
| 5 | Pink Angels Inc, The Pink Angels | 26 Nells Pond Rd, Lynn, MA 01904 | MA | 2011-06 | $69,206 |
| 6 | Patient Care Fund Of Mashpee | PO BOX 1222, Mashpee, MA 02649-1222 | MA | 2012-01 | $25,954 |
| 7 | Provincetown Cares Inc | 77 Chandler Street, Boston, MA 02116 | MA | 2010-01 | $21,701 |
| 8 | Bugs Bikes | 5 Maxwells Grn Apt 101, Somerville, MA 02144-2685 | MA | 2014-08 | $15,146 |
| 9 | Rotary Community Corps Of Adults Day Health Programs Inc | C/O Barry Clayman 90 Beacon St, South Yarmouth, MA 02664 | MA | 2002-04 | $10,817 |
| 10 | Sydney Meaghan Memorial Foundation Corporation | 119 Butterworth Extension, Holland, MA 01521 | MA | 2014-09 | $9,520 |
| 11 | Addison Gilbert Hospital Citizens Fund Inc | P O Box 1495, Gloucester, MA 01930 | MA | 2011-01 | $0 |
| 12 | Aleppo Cycles Association | 136 Gibbs Street, Newton Centre, MA 02459 | MA | 2001-03 | $0 |
| 13 | Assist Medical Research Foundation Inc | 50 Rowes Wharf, Boston, MA 02110-3339 | MA | 2014-01 | $0 |
| 14 | Cape Cod Healthcare Inc, Cape Cod Healthcare Foundation | 25 Communication Way, Hyannis, MA 02601-8137 | MA | 1985-12 | $0 |
| 15 | Genetics Research Trust Inc | 21 Phillips Dr, Newburyport, MA 01950-6235 | MA | 2007-08 | $0 |
| 16 | International Macrobiotic Endowment Fund | 274 High Street, Becket, MA 01223 | MA | 2009-07 | $0 |
| 17 | Kailas Way Inc | 1731 Beacon St Apt 704, Brookline, MA 02445 | MA | 2014-07 | $0 |
| 18 | Kkaties Golf Tournament Inc | 38 Main Street Ext, Plymouth, MA 02360-3300 | MA | 2014-10 | $0 |
| 19 | Lets March Against Cancer | 15 Union Street, Lawrence, MA 01840 | MA | 2009-11 | $0 |
| 20 | Michael E Madden Nonprofit | 90 Old Enfield Rd, Belchertown, MA 01007-9684 | MA | 2015-01 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 1,111 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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