Civic Intelligence

Gray Charitable Trust

990PF • Fiscal year 2022 • EIN 23-7987964

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

Organization Profile
C/O Bbh CO 140 Broadway Pb-tax SNew York, NY 10005

(212) 493-8000

Siviq Scores

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

Liabilities / Assets

81st percentile

0.00x

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

2022 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

72nd percentile

0.00x

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

2022 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2022

Net Margin

74th percentile

50%

Higher net margin than 74% of similar nonprofits.

2022 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2022 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2022

Asset Growth

83rd percentile

8.6%

Faster asset growth than 83% of similar nonprofits.

2022 filings • NTEE T22 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

88th percentile

109%

Faster revenue growth than 88% of similar nonprofits.

2022 filings • NTEE T22 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$22,309,405

Up $1,771,133 (+8.6%) from 2021

Net Assets

Up

$22,309,405

Up $1,771,133 (+8.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin74th percentile

Revenue

Up

$3,569,821

Up $1,860,973 (+109%) from 2021

Expenses

Down

$1,798,682

Down $27,693 (-1.5%) from 2021

Net Income

Up

$1,771,139

Up $1,888,666 (+1607%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$30M$20M$10M$0Assets 2015: $21,248,150Liabilities 2015: $0Net Assets 2015: $21,248,1502015Assets 2017: $20,513,354Liabilities 2017: $0Net Assets 2017: $20,513,3542017Assets 2018: $19,918,838Liabilities 2018: $0Net Assets 2018: $19,918,8382018Assets 2019: $20,648,072Liabilities 2019: $0Net Assets 2019: $20,648,0722019Assets 2020: $20,655,797Liabilities 2020: $0Net Assets 2020: $20,655,7972020Assets 2021: $20,538,272Liabilities 2021: $0Net Assets 2021: $20,538,2722021Assets 2022: $22,309,405Liabilities 2022: $0Net Assets 2022: $22,309,4052022Assets 2023: $23,624,134Liabilities 2023: $0Net Assets 2023: $23,624,1342023Assets 2024: $25,057,645Liabilities 2024: $0Net Assets 2024: $25,057,6452024

Highlighted filing

2022

Assets$22,309,405
Liabilities$0
Net Assets$22,309,405
Open 2022 Filing

Operations Trend

Revenue Growth88th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $631,674Expenses 2015: $2,107,289Net Income 2015: -$1,475,6152015Revenue 2017: $1,559,756Expenses 2017: $1,526,532Net Income 2017: $33,2242017Revenue 2018: $1,032,238Expenses 2018: $1,603,327Net Income 2018: -$571,0892018Revenue 2019: $2,413,964Expenses 2019: $1,603,933Net Income 2019: $810,0312019Revenue 2020: $1,595,484Expenses 2020: $1,653,003Net Income 2020: -$57,5192020Revenue 2021: $1,708,848Expenses 2021: $1,826,375Net Income 2021: -$117,5272021Revenue 2022: $3,569,821Expenses 2022: $1,798,682Net Income 2022: $1,771,1392022Revenue 2023: $2,886,575Expenses 2023: $1,567,194Net Income 2023: $1,319,3812023Revenue 2024: $4,011,943Expenses 2024: $2,578,472Net Income 2024: $1,433,4712024

Highlighted filing

2022

Revenue$3,569,821
Expenses$1,798,682
Net Income$1,771,139
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH B GRAY JRExecutive TrusteePT$0--
DOREEN H GRAYTrusteePT$0--
KIMBERLEY H GRAYTrusteePT$0--
MERIDITH L GRAYTrusteePT$0--
SAMUEL M GAWTHROP JRTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Gray Charitable Trust
EIN
23-7987964
Phone
2124938000
Address
C/O BBH CO 140 BROADWAY PB-TAX S, NEW YORK, NY 10005

Signing Officer

Name
Kenneth B Gray Jr
Title
Executive Ttee
Phone
2124938000
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Derek Mastic
Phone
4126447800
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ANTERO RES CORP COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ASAHI GROUP HOLDINGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BAIDU INC ADS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BASF SE SP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BAYERISCHE MOTOREN WERKE ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21BP PLC ADS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22BRISTOL MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CANADIAN NATURAL RESOURCES LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CENOVUS ENERGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CENTENE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CENTRAL JAPAN RAILWAY CO ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CHINA PETROLEUM & CHEMICAL CP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CONSOLIDATED EDISON INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CONTINENTAL RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33COTERRA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CVS HEALTH CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35DEUTSCHE TELEKOM AG 1 ORD 1ADS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36DEVON ENERGY CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37DIAMONDBACK ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38DISCOVERY INC SER A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39DOMINION ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40ENBRIDGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42EQT CORPORATION COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43EXXON MOBIL CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45FISERV INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46FRESENIUS MEDICAL CARE AG&CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48GENL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49HALLIBURTON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50HENKEL AG & CO KGAA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51HENNES & MAURITZ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52HESS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53HONDA MOTOR COMPANY LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54IMPERIAL OIL LTD COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55INDUSTRIA DE DISENO TEXTIL IND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56INTL BUSINESS MACHINES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57KELLOGG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58KINDER MORGAN INCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59KYNDRYL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60L3HARRIS TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MARATHON OIL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MARATHON PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63OCCIDENTAL PETROLEUM CORP DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64OVINTIV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PDC ENERGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PHILLIPS 66 COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67RANGE RESOURCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68PIONEER NATURAL RESOURCES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70ROYAL DUTCH SHELL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71SALESFORCE.COM,INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72SAP AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74SEMPRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75SINGAPORE TELECOM LTD ADR NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76SOFTBANK GROUP CORP SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77SUNCOR ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SWISSCOM AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79TC ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80TELADOC HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81TENCENT HLDGS LTD UNSPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82TOTALENERGIES SE SPONSORED ADS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83VALERO ENERGY CP DELA NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85VIACOMCBS INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86WALGREENS BOOTS ALLIANCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87WILLIAMS CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88WOODSIDE PETROLEUM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89ISHARES MSCI CHINA ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90KRANESHARES CSI CHINA INTERNET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91ALIBABA GROUP HLDG LTD (BABA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93EXACT SCIENCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95GENERAL MTRS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96GLOBAL PAYMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97ILLUMINA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99KAO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100KONINKLIJKE PHIL EL SP ADR NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101LENNAR CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102MITSUBISHI ELECTRIC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104PARAMOUNT GLOBAL CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105REALTY INCOME CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107SHELL PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108SOFTBANK CORP UNSPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109STANLEY BLACK & DECKER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110TOYOTA MOTOR CP ADR NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111TRIP COM GROUP LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112V F CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113VOLKSWAGEN AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114WALT DISNEY CO HLDG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115WARNER BROS DISCOVERY INC SER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116ZILLOW GROUP INC CL C CAP STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117ISHARES INC MSCI JAPAN ETF
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18108478
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21548728
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31569271
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ELMISO FUND, LLC
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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,309,405
Liabilities
$0
Net assets
$22,309,405
Revenue
$3,569,821
Expenses
$1,798,682
Net income
$1,771,139
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$4.01$2.58$1.43
2023Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$2.89$1.57$1.32
2022Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$3.57$1.80$1.77
2021Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$1.71$1.83$0.12
2020Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$1.60$1.65$0.06
2019Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$2.41$1.60$0.81
2018Detailed filing. Detailed filing data is available for this year.$19.9$0.00$19.9$1.03$1.60$0.57
2017Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$1.56$1.53$0.03
2015Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$0.63$2.11$1.48