Civic Intelligence

The Gregory Foundation Trust

990PF • Fiscal year 2023 • EIN 04-3496080

Oct 01, 2023 to Dec 31, 2023 • Filed on Oct 29, 2024

Organization Profile
PO Box 5600 400 Essex StBeverly Farms, MA 01915

(978) 921-0452

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

94th percentile

75%

Higher net margin than 94% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

94th percentile

79%

Faster asset growth than 94% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

38th percentile

-0.3%

Faster revenue growth than 38% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,433,928

Up $632,297 (+79%) from 2022

Net Assets

Up

$1,433,928

Up $632,297 (+79%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin94th percentile

Revenue

Down

$273,810

Down $946 (-0.3%) from 2022

Expenses

Down

$69,742

Down $26,190 (-27%) from 2022

Net Income

Up

$204,068

Up $25,244 (+14%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

2023

Assets$1,433,928
Liabilities$0
Net Assets$1,433,928
Open 2023 Filing

Operations Trend

Revenue Growth38th percentile

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

2023

Revenue$273,810
Expenses$69,742
Net Income$204,068
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Dec 31, 2023
Signed
Oct 29, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL GREGORY JRTrustee-$0--
CHARLOTTE SURGENORTrustee-$0--
PETER GREGORYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Gregory Foundation Trust
EIN
04-3496080
Phone
9789210452
Address
PO BOX 5600 400 ESSEX ST, BEVERLY FARMS, MA 01915

Signing Officer

Name
Daniel S Gregory Jr
Title
Trustee
Phone
9789210452
Signed
2024-10-29
Discuss with paid preparer
Yes

Preparer

Firm
The 1911 Trust Company LLC
Address
PO BOX 5600, BEVERLY FARMS, MA 01915
Preparer
Chunnan Piao
Phone
9789210452
Raw XML Appendix335 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/PersonNm1CHARLOTTE SURGENOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PETER GREGORY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT THE ORGANIZATION'S CHARITABLE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT THE ORGANIZATION'S CHARITABLE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT THE ORGANIZATION'S CHARITABLE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO SUPPORT THE TOWN GREEN PROJECT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ST PAUL'S EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE OPERA BUFFS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4TOWN OF DEDHAM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0154 CENTRE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt180 CARBY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt259 COURT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt310563 WELLWORTH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4450 WASHINGTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WESTWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DEDHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4DEDHAM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102090
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202026
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402026
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt055000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt033772
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt010204
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt033772
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011024
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011024
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt055000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011024
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011024
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt010204
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02051
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR YEAR ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05223
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0THE 1911 TRUST COMPANY LLC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt00
TaxesSchedule/TaxesDetail/Amt10
TaxesSchedule/TaxesDetail/Amt2204
TaxesSchedule/TaxesDetail/CategoryTxt0MA TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL S GREGORY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09789210452
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GREGORY FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GREG
ReturnHeader/Filer/EIN0043496080
ReturnHeader/Filer/PhoneNum09789210452
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5600 400 ESSEX ST
ReturnHeader/Filer/USAddress/CityNm0BEVERLY FARMS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001915
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270204770
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE 1911 TRUST COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 5600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEVERLY FARMS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001915
ReturnHeader/PreparerPersonGrp/PhoneNum09789210452
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHUNNAN PIAO
ReturnHeader/ReturnTs02024-10-29T16:16:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,433,928
Liabilities
$0
Net assets
$1,433,928
Revenue
$273,810
Expenses
$69,742
Net income
$204,068
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.68$0.19$0.49
2023Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.27$0.07$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.27$0.10$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.03$0.18$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.02$0.09$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.04$0.14$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.04$0.07$0.03
2015Summary only. Only limited summary data is available for this year.$1.16$0.00$0.00$0.09$0.09
2014Summary only. Only limited summary data is available for this year.$1.25$0.00$0.02$0.08$0.06
2013Summary only. Only limited summary data is available for this year.$1.32$0.00$0.02$0.09$0.07
2012Summary only. Only limited summary data is available for this year.$1.39$0.00$0.02$0.09$0.07
2011Summary only. Only limited summary data is available for this year.$1.46$0.00$0.01$0.11$0.10