Julian Reiss Foundation

S Hamilton, MA
Tax-exempt since Aug. 1962
EIN: 14-6012292

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$211k (2024)

Expenses

$183k (2024)

Total Assets

$1.89M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$211,311

Expenses

$182,650

Net Income

$28,661

Net Assets

$1,885,537

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$62,242	29.5%
Interest Revenue	$3	0.0%
Dividends	$47,507	22.5%
Sales of Assets	$101,559	48.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$167,962	92.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,885,537
Total Liabilities	$0
Net Assets	$1,885,537

Compensation

Key Employees and Officers	Compensation	Other
Catherine Sloan (Director)	$0	$0
Sara De Santis Moody (Director)	$0	$0
Greg Reiss (Director)	$0	$0
Hannah C Reiss (Director)	$0	$0
John Reiss (Executive Chairman)	$0	$0
Martha Reiss Acworth (Executive Vice Chair)	$0	$0
Steven Reiss (Executive Vice Chair)	$0	$0

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990-PF

Filed on Nov. 3, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$143,543

Expenses

$242,981

Net Income

-$99,438

Net Assets

$1,856,876

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$47,300	33.0%
Interest Revenue	$5	0.0%
Dividends	$45,919	32.0%
Sales of Assets	$50,319	35.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$225,102	92.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,856,876
Total Liabilities	$0
Net Assets	$1,856,876

Compensation

Key Employees and Officers	Compensation	Other
Catherine Sloan (Director)	$0	$0
Sara De Santis Moody (Director)	$0	$0
Mary Margaret Watson (Director)	$0	$0
Greg Reiss (Director)	$0	$0
Hannah C Reiss (Director)	$0	$0
John Reiss (Executive Chairman)	$0	$0
Martha Reiss Acworth (Executive Vice Chair)	$0	$0
Steven Reiss (Executive Vice Chair)	$0	$0

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990-PF

Filed on Nov. 12, 2024

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$131,348

Expenses

$204,888

Net Income

-$73,540

Net Assets

$1,956,314

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$34,215	26.0%
Interest Revenue	$22	0.0%
Dividends	$40,125	30.5%
Sales of Assets	$54,148	41.2%
Other Income	$2,838	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$189,079	92.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,956,314
Total Liabilities	$0
Net Assets	$1,956,314

Compensation

Key Employees and Officers	Compensation	Other
Catherine Sloan (Director)	$0	$0
Sara De Santis Moody (Director)	$0	$0
Steven Reiss (Executive Vice Chair)	$0	$0
Mary Margaret Watson (Director)	$0	$0
Greg Reiss (Director)	$0	$0
Hannah C Reiss (Director)	$0	$0
Paul Julian Reiss Md (Director)	$0	$0
Martha Reiss Acworth (Executive Vice Chair)	$0	$0
John Reiss (Executive Chairman)	$0	$0
Paul Jacob Reiss (Director Emeritus)	$0	$0

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990-PF

Filed on Nov. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$76,723

Expenses

$106,894

Net Income

-$30,171

Net Assets

$2,029,854

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,300	39.5%
Interest Revenue	$48	0.1%
Dividends	$42,156	54.9%
Sales of Assets	$4,219	5.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$96,650	90.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,029,854
Total Liabilities	$0
Net Assets	$2,029,854

Compensation

Key Employees and Officers	Compensation	Other
Catherine Sloan (Director)	$0	$0
Sara De Santis Moody (Director)	$0	$0
Steven Reiss (Executive Vice Chair)	$0	$0
Mary Margaret Watson (Director)	$0	$0
Greg Reiss (Director)	$0	$0
Hannah C Reiss (Director)	$0	$0
Paul Julian Reiss Md (Director)	$0	$0
Martha Reiss Acworth (Executive Vice Chair)	$0	$0
John Reiss (Executive Chairman)	$0	$0
Paul Jacob Reiss (Director Emeritus)	$0	$0

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990-PF

Filed on Nov. 1, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$441,423

Expenses

$90,558

Net Income

$350,865

Net Assets

$2,060,024

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$147,156	33.3%
Interest Revenue	$10	0.0%
Dividends	$42,283	9.6%
Sales of Assets	$251,974	57.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,399	88.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,060,025
Total Liabilities	$1
Net Assets	$2,060,024

Compensation

Key Employees and Officers	Compensation	Other
Catherine Sloan (Director)	$0	$0
Sara De Santis Moody (Director)	$0	$0
Steven Reiss (Director)	$0	$0
Elizabeth G Reiss (Director)	$0	$0
Mary Margaret Watson (Director)	$0	$0
Greg Reiss (Director)	$0	$0
Paul Julian Reiss Md (Director)	$0	$0
Martha Reiss Acworth (Executive Vice Chair)	$0	$0
John Reiss (Executive Chairman)	$0	$0
Paul Jacob Reiss (Director Emeritus)	$0	$0

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990-PF

Filed on Nov. 8, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$221,706

Expenses

$143,246

Net Income

$78,460

Net Assets

$1,709,159

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$40,595	18.3%
Interest Revenue	$34	0.0%
Dividends	$42,388	19.1%
Sales of Assets	$138,689	62.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,445	93.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,709,160
Total Liabilities	$1
Net Assets	$1,709,159

Compensation

Key Employees and Officers	Compensation	Other
Catherine Sloan (Director)	$0	$0
Sara De Santis Moody (Director)	$0	$0
Steven Reiss (Director)	$0	$0
Elizabeth G Reiss (Director)	$0	$0
Mary Margaret Watson (Director)	$0	$0
Paul Julian Reiss Md (Executive Chair)	$0	$0
Martha Reiss Acworth (Executive Vice Chair)	$0	$0
John Reiss (Executive Vice Chair)	$0	$0
Paul Jacob Reiss (Director Emeritus)	$0	$0

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990-PF

Filed on Oct. 7, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$87,148

Expenses

$108,253

Net Income

-$21,105

Net Assets

$1,633,342

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$38,654	44.4%
Interest Revenue	$30	0.0%
Dividends	$45,000	51.6%
Sales of Assets	$3,464	4.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,702	92.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,633,342
Total Liabilities	$0
Net Assets	$1,633,342

Compensation

Key Employees and Officers	Compensation	Other
Catherine Sloan (Director)	$0	$0
Sara De Santis Moody (Director)	$0	$0
Steven Reiss (Director)	$0	$0
Elizabeth G Reiss (Director)	$0	$0
Mary Margaret Watson (Director)	$0	$0
Paul Julian Reiss Md (Executive Chair)	$0	$0
Martha Reiss Acworth (Executive Vice Chair)	$0	$0
John Reiss (Executive Vice Chair)	$0	$0
Paul Jacob Reiss (Director Emeritus)	$0	$0

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990-PF

Filed on Nov. 5, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$248,811

Expenses

$124,282

Net Income

$124,529

Net Assets

$1,654,447

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$41,203	16.6%
Interest Revenue	$32	0.0%
Dividends	$42,586	17.1%
Sales of Assets	$164,990	66.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$114,768	92.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,654,447
Total Liabilities	$0
Net Assets	$1,654,447

Compensation

Key Employees and Officers	Compensation	Other
Catherine Sloan (Director)	$0	$0
Sara De Santis Moody (Director)	$0	$0
Steven Reiss (Director)	$0	$0
Elizabeth G Reiss (Director)	$0	$0
Mary Margaret Watson (Director)	$0	$0
Paul Julian Reiss Md (Executive Chair)	$0	$0
Martha Reiss Acworth (Executive Vice Chair)	$0	$0
John Reiss (Executive Vice Chair)	$0	$0
Paul Jacob Reiss (Director Emeritus)	$0	$0

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990-PF

Filed on Sept. 7, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$74,396

Expenses

$102,933

Net Income

-$28,537

Net Assets

$1,529,918

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$22,639	30.4%
Interest Revenue	$18	0.0%
Dividends	$39,882	53.6%
Sales of Assets	$11,857	15.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$96,900	94.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,529,918
Total Liabilities	$0
Net Assets	$1,529,918

Compensation

Key Employees and Officers	Compensation	Other
Catherine Sloan (Director)	$0	$0
Sara De Santis Moody (Director)	$0	$0
Steven Reiss (Director)	$0	$0
Elizabeth G Reiss (Director)	$0	$0
Mary Margaret Watson (Director)	$0	$0
Paul Julian Reiss Md (Executive Chair)	$0	$0
Martha Reiss Acworth (Executive Vice Chair)	$0	$0
John Reiss (Executive Vice Chair)	$0	$0
Paul Jacob Reiss (Director Emeritus)	$0	$0

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990-PF

Filed on Sept. 29, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$108,691

Expenses

$120,190

Net Income

-$11,499

Net Assets

$1,558,455

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$42,992	39.6%
Interest Revenue	$22	0.0%
Dividends	$38,195	35.1%
Sales of Assets	$27,482	25.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$114,905	95.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,558,455
Total Liabilities	$0
Net Assets	$1,558,455

Compensation

Key Employees and Officers	Compensation	Other
Paul Jacob Reiss (Director Emeritus)	$0	$0
Catherine Sloan (Director)	$0	$0
Paul Julian Reiss Md (Executive Chairman)	$0	$0
Sara De Santis Moody (Director)	$0	$0
David Reiss (Director)	$0	$0
Steven Reiss (Director)	$0	$0
Martha Reiss Acworth (Executive Vice Chairman)	$0	$0
John Reiss (Executive Vice Chairman)	$0	$0
Elizabeth G Reiss (Director)	$0	$0
Mary Margaret Watson (Director)	$0	$0

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990-PF

Filed on Aug. 8, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$91,627

Expenses

$132,709

Net Income

-$41,082

Net Assets

$1,569,954

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$14,434	15.8%
Interest Revenue	$40	0.0%
Dividends	$40,347	44.0%
Sales of Assets	$36,806	40.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$126,515	95.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,569,954
Total Liabilities	$0
Net Assets	$1,569,954

Compensation

Key Employees and Officers	Compensation	Other
Paul Jacob Reiss (Director Emeritus)	$0	$0
Catherine Sloan (Director)	$0	$0
Paul Julian Reiss Md (Executive Chairman)	$0	$0
Sara De Santis Moody (Director)	$0	$0
David Reiss (Director)	$0	$0
Steven Reiss (Director)	$0	$0
Martha Reiss Acworth (Executive Vice Chairman)	$0	$0
John Reiss (Executive Vice Chairman)	$0	$0
Elizabeth G Reiss (Director)	$0	$0
Mary Margaret Watson (Director)	$0	$0

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990-PF

Filed on July 29, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$105,364

Expenses

$124,887

Net Income

-$19,523

Net Assets

$1,611,036

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,346	28.8%
Interest Revenue	$22	0.0%
Dividends	$39,398	37.4%
Sales of Assets	$35,502	33.7%
Other Income	$96	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,742	96.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,611,036
Total Liabilities	$0
Net Assets	$1,611,036

Compensation

Key Employees and Officers	Compensation	Other
Paul Jacob Reiss (Director Emeritus)	$0	$0
Catherine Sloan (Director)	$0	$0
Paul Julian Reiss Md (Executive Chairman)	$0	$0
Sara De Santis Moody (Director)	$0	$0
David Reiss (Director)	$0	$0
Steven Reiss (Director)	$0	$0
Martha Reiss Acworth (Executive Vice Chairman)	$0	$0
John Reiss (Executive Vice Chairman)	$0	$0
Elizabeth G Reiss (Director)	$0	$0
Mary Margaret Watson (Director)	$0	$0

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990-PF

Filed on Aug. 1, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$89,496

Expenses

$96,179

Net Income

-$6,683

Net Assets

$1,630,558

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$34,157	38.2%
Interest Revenue	$53	0.1%
Dividends	$42,143	47.1%
Sales of Assets	$13,143	14.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,724	96.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,630,559
Total Liabilities	$1
Net Assets	$1,630,558

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$98,573

Expenses

$106,042

Net Income

-$7,469

Net Assets

$1,637,242

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$46,802	47.5%
Interest Revenue	$79	0.1%
Dividends	$42,122	42.7%
Sales of Assets	$9,570	9.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$103,434	97.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,637,942
Total Liabilities	$700
Net Assets	$1,637,242

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Julian Reiss Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $211k (2024)

Expenses $183k (2024)

Total Assets $1.89M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$211k (2024)

Expenses

$183k (2024)

Total Assets

$1.89M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001