Civic Intelligence

The Gregory Foundation Trust

990PF • Fiscal year 2020 • EIN 04-3496080

Oct 01, 2019 to Sep 30, 2020 • Filed on Jan 15, 2021

One Internaional Place No 1010Boston, MA 02110

(617) 447-2700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

2nd percentile

-494%

Higher net margin than 2% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

10th percentile

-13%

Faster asset growth than 10% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

8th percentile

-61%

Faster revenue growth than 8% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$775,058

Down $111,208 (-13%) from 2019

Net Assets

Down

$775,058

Down $111,208 (-13%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$15,794

Down $24,741 (-61%) from 2019

Expenses

Down

$93,858

Down $44,980 (-32%) from 2019

Net Income

Up

-$78,064

Up $20,239 (+21%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,456,116Liabilities 2011: $02011Assets 2012: $1,385,999Liabilities 2012: $02012Assets 2013: $1,318,359Liabilities 2013: $02013Assets 2014: $1,252,933Liabilities 2014: $02014Assets 2015: $1,163,573Liabilities 2015: $02015Assets 2018: $984,569Liabilities 2018: $0Net Assets 2018: $984,5692018Assets 2019: $886,266Liabilities 2019: $0Net Assets 2019: $886,2662019Assets 2020: $775,058Liabilities 2020: $0Net Assets 2020: $775,0582020Assets 2021: $623,083Liabilities 2021: $0Net Assets 2021: $623,0832021Assets 2022: $801,631Liabilities 2022: $0Net Assets 2022: $801,6312022Assets 2023: $1,433,928Liabilities 2023: $0Net Assets 2023: $1,433,9282023Assets 2024: $1,919,884Liabilities 2024: $0Net Assets 2024: $1,919,8842024

Highlighted filing

2020

Assets$775,058
Liabilities$0
Net Assets$775,058

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $8,179Expenses 2011: $110,013Net Income 2011: -$101,8342011Revenue 2012: $22,475Expenses 2012: $92,592Net Income 2012: -$70,1172012Revenue 2013: $20,131Expenses 2013: $86,359Net Income 2013: -$66,2282013Revenue 2014: $21,787Expenses 2014: $84,817Net Income 2014: -$63,0302014Revenue 2015: $1,308Expenses 2015: $90,668Net Income 2015: -$89,3602015Revenue 2018: $42,689Expenses 2018: $71,988Net Income 2018: -$29,2992018Revenue 2019: $40,535Expenses 2019: $138,838Net Income 2019: -$98,3032019Revenue 2020: $15,794Expenses 2020: $93,858Net Income 2020: -$78,0642020Revenue 2021: $25,276Expenses 2021: $176,535Net Income 2021: -$151,2592021Revenue 2022: $274,756Expenses 2022: $95,932Net Income 2022: $178,8242022Revenue 2023: $273,810Expenses 2023: $69,742Net Income 2023: $204,0682023Revenue 2024: $678,094Expenses 2024: $189,249Net Income 2024: $488,8452024

Highlighted filing

2020

Revenue$15,794
Expenses$93,858
Net Income-$78,064
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jan 15, 2021
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL GREGORY JRTrustee-$0--
MADELINE GREGORYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Gregory Foundation Trust
EIN
04-3496080
Phone
6174472700
Address
ONE INTERNAIONAL PLACE NO 1010, BOSTON, MA 02110

Signing Officer

Name
Daniel Gregory Jr
Title
Trustee
Phone
6174472700
Signed
2021-01-15
Discuss with paid preparer
Yes

Preparer

Firm
Walter & Shuffain Pc
Address
ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110
Preparer
Stephen S Raich
Phone
6174472700
Raw XML Appendix371 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DANIEL GREGORY JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MADELINE GREGORY
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE CONTRIBUTION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2AMERICAN SALTWATER GUIDES ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3DANNY'S PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4HALE RESERVATION DAY CAMP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 127
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1154 CENTRE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22887 ALFRED COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3525 MASSACHUSETTS AVE SUITE A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt480 CARBY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5106 CENTRAL STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WESTWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WELLESLEY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402090
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09784
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt057207
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0106518
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt066991
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt096734
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt057207
OtherDecreasesSchedule/OtherDecreasesDetail/Amt032488
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1656
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TAX LOT ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1OTHER CHANGES IN NET ASSETS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FORM MA PC
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt026023
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT & CUSTODIAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt06506
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt019517
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL GREGORY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06174472700
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GREGORY FOUNDATION TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WALTER & SHUFFAIN PC
ReturnHeader/Filer/BusinessNameControlTxt0GREG
ReturnHeader/Filer/EIN0043496080
ReturnHeader/Filer/PhoneNum06174472700
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE INTERNAIONAL PLACE NO 1010
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043236498
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTER & SHUFFAIN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE INTERNATIONAL PLACE SUITE 1010
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06174472700
ReturnHeader/PreparerPersonGrp/PreparationDt02021-01-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN S RAICH
ReturnHeader/ReturnTs02021-01-21T12:18:36-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

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