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Nonprofit · EIN 81-2666734

CARL T JULIO FOUNDATION INC

Tax-exempt · HUNT VALLEY, MD 21031

Financials

$10K$5K2023$43K$37K2024$29K$32K2025
Revenue Expenses · by fiscal year end
Financials of CARL T JULIO FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$29,469$32,381-$2,912$790,150$0$790,150
December 31, 2024990-PF$42,679$37,191$5,488$793,062$0$793,062
December 31, 2023990-PF$9,902$4,774$5,128$787,574$0$787,574
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$13,109
Net gain from sales of assets
$16,360

Expenses

Grants and similar amounts paid
$26,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$26,650
Excise tax on investment income
$330

Balance sheet and other

Total assets, start of year
$793,062
Total assets, end of year
$790,150
Total liabilities, end of year
$0
Net assets, end of year
$790,150
Fair market value of assets
$939,688
Qualifying distributions
$26,650
Net investment income
$29,469

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.

NameTitleHours / weekCompensation
CARL T JULIO
216 SCHILLING CIRCLE STE 300, HUNT VALLEY, MD 21031
MANAGING TRUSTEE1$0
LAWRENCE E JULIO
216 SCHILLING CIRCLE STE 300, HUNT VALLEY, MD 21031
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
CARL T JULIO
216 SCHILLING CIRCLE STE 300, HUNT VALLEY, MD 21031
MANAGING TRUSTEE1$0
LAWRENCE E JULIO
216 SCHILLING CIRCLE STE 300, HUNT VALLEY, MD 21031
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
CARL T JULIO
216 SCHILLING CIRCLE STE 300, HUNT VALLEY, MD 21031
MANAGING TRUSTEE1$0
LAWRENCE E JULIO
216 SCHILLING CIRCLE STE 300, HUNT VALLEY, MD 21031
TRUSTEE1$0

Address and contacts

Address (IRS master file)
216 SCHILLING CIR STE 300, HUNT VALLEY, MD 21031-8632
In care of
% CARL T JULIO
Signed the 990-PF
CARL T JULIO, MANAGING TRUSTEE
Phone
(410) 628-6000
Return prepared by
GORFINE SCHILLER & GARDYN PA

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
81-2666734
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
2018
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$790,150
Income (IRS master file)
$105,461

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$29,469$32,381$790,150IRS
990-PFDecember 2024$42,679$37,191$793,062IRS
990-PFDecember 2023$9,902$4,774$787,574XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 81-2666734).

Questions about CARL T JULIO FOUNDATION INC

What is the EIN of CARL T JULIO FOUNDATION INC?
The employer identification number (EIN) of CARL T JULIO FOUNDATION INC is 81-2666734.
Is CARL T JULIO FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to CARL T JULIO FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CARL T JULIO FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of CARL T JULIO FOUNDATION INC 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 CARL T JULIO FOUNDATION INC 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 CARL T JULIO FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does CARL T JULIO FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $29,469, expenses of $32,381 and total assets of $790,150 at year end.

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