Julie Fund Inc

Analysis

Julie Fund Inc is a registered charity in United States, based in Newton, MA. It received its IRS tax-exemption ruling in March 2016, 10 years ago. Its declared purposes cover health care, which this site groups under health and saving lives. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Julie Fund Inc reported income of $718k and spending of $542k, leaving 24% of income unspent that year. Across the 5 years on record, from December 2019 to December 2023, income grew from $330k to $718k (+117%), an average of +21% a year. The sharpest change came in the year to December 2023, when income rose by 84%. Over the whole period it spent 92% of the income it received.

Among 40,470 United States charities whose main cause is health and saving lives and that reported income, Julie Fund Inc sits at the 60th percentile: it is larger than about 60% of them. Against every charity in United States with reported income it ranks in the 75th percentile, and in the 75th percentile within MA. Charities of a similar size with the same main cause include Idaho Veterans Research and Education Foundation Inc ($718k), Aurum Institute USA ($718k) and Rutledge Cancer Foundation ($718k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 61% of the total. At year end it held assets of $285k against liabilities of $0, net assets of $285k.