Julia Gery Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Julia Gery Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 04-6898010
Foundation Overview
Based in Marblehead, MA, Julia Gery Foundation has awarded 5 grants totaling $47,091 to organizations in Massachusetts and Maine. Individual grants range from $3,000 to $12,320, with a median award of $10,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
80% of all grants are concentrated in Massachusetts, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Massachusetts, funding concentrates in Marblehead (100%).
Funding Trajectory
Declining funding trend with 45% decrease over 2 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Highly focused on community projects with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Julia Gery Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Ymca Of Northshore | $12,320 | Marblehead, MA, US | Religious | 2023 |
| Ymca Of Northshore | $12,320 | Marblehead, MA, US | Religious | 2023 |
| Unitarian Universalist Church Of Marblehead | $3,000 | Marblehead, MA, US | Religious | 2021 |
| Ymca Of Northshore | $9,451 | Marblehead, MA, US | Religious | 2021 |
| Ymca Of Northshore | $10,000 | Marblehead, ME, US | Religious | 2021 |
Foundations Similar to Julia Gery Foundation
Discover 5 foundations with comparable assets ($46,470-$50,423), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Peter And Antigone Agris Family Foundation
EIN: 47-3789472 | 5 grants awarded |
$47,349
(≈ Similar) |
$20,000
median grant |
Natick, MA
Same state |
|
|
Heart Warrior Foundation
EIN: 81-3998870 | 34 grants awarded |
$46,470
(≈ Similar) |
$5,000
median grant |
Winchendon, MA
Same state |
|
|
Kermit Stofer Charitable Foundation Kermit And Lynne Stofer
EIN: 04-3487707 | 1 grants awarded |
$50,112
(≈ Similar) |
$8,000
median grant |
Weston, MA
Same state |
|
|
The George K Progin Scholarship Fund
EIN: 20-0913756 | 86 grants awarded |
$50,225
(≈ Similar) |
$5,547
median grant |
Boston, MA
Same state |
|
|
Slater Family Foundation
EIN: 85-6726770 | 16 grants awarded |
$50,423
(≈ Similar) |
$5,650
median grant |
Milton, MA
Same state |
|
Related Foundation Resources in MA:
Contact Information
Official contact details for Julia Gery Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 04-6898010 |
| Website | N/A |
| Address | 22 PITMAN RD Marblehead, MA 01945-1434 |
Key People (1)
Board members, trustees, and key staff who oversee Julia Gery Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Lisa M Gery |
|---|
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Julia Gery Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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