Civic Intelligence

The John P & Carole Gregory Foundation

990PF • Fiscal year 2014 • EIN 32-6224064

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 28, 2015

Organization Profile
P O Box 630Southold, NY 11971-0630

(804) 539-8866

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

53rd percentile

4.3%

Higher net margin than 53% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

$782,897

No earlier filing loaded for comparison.

Net Assets

$782,897

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin53rd percentile

Revenue

$132,093

No earlier filing loaded for comparison.

Expenses

$126,360

No earlier filing loaded for comparison.

Net Income

$5,733

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$800K$600K$400K$200K$0Assets 2014: $782,897Liabilities 2014: $0Net Assets 2014: $782,8972014Assets 2015: $692,061Liabilities 2015: $0Net Assets 2015: $692,0612015Assets 2016: $415,869Liabilities 2016: $0Net Assets 2016: $415,8692016Assets 2017: $463,919Liabilities 2017: $0Net Assets 2017: $463,9192017Assets 2018: $625,126Liabilities 2018: $0Net Assets 2018: $625,1262018Assets 2019: $584,870Liabilities 2019: $0Net Assets 2019: $584,8702019Assets 2020: $436,593Liabilities 2020: $0Net Assets 2020: $436,5932020Assets 2021: $12,107Liabilities 2021: $0Net Assets 2021: $12,1072021Assets 2022: $37,206Liabilities 2022: $0Net Assets 2022: $37,2062022

Highlighted filing

2014

Assets$782,897
Liabilities$0
Net Assets$782,897
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$500K$0-$500KRevenue 2014: $132,093Expenses 2014: $126,360Net Income 2014: $5,7332014Revenue 2015: $36,328Expenses 2015: $127,645Net Income 2015: -$91,3172015Revenue 2016: -$50,858Expenses 2016: $226,799Net Income 2016: -$277,6572016Revenue 2017: $83,971Expenses 2017: $36,174Net Income 2017: $47,7972017Revenue 2018: $201,420Expenses 2018: $40,212Net Income 2018: $161,2082018Revenue 2019: $23,148Expenses 2019: $63,404Net Income 2019: -$40,2562019Revenue 2020: -$6,938Expenses 2020: $141,340Net Income 2020: -$148,2782020Revenue 2021: $51,342Expenses 2021: $475,828Net Income 2021: -$424,4862021Revenue 2022: $75,873Expenses 2022: $50,775Net Income 2022: $25,0982022

Highlighted filing

2014

Revenue$132,093
Expenses$126,360
Net Income$5,733
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 28, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN P GREGORYPresident-$0--
CAROLE E GREGORYSecretary-$0--
SHANNON L GREGORY BEAVERTrustee-$0--
J PATRICK GREGORYTrustee-$0--
MICHAEL JAMES GREGORYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The John P & Carole E Gregory
EIN
32-6224064
Phone
8045398866
Address
P O BOX 630, SOUTHOLD, NY 11971-0630

Signing Officer

Name
John P Gregory
Title
President
Phone
8045398866
Signed
2015-04-28

Preparer

Firm
Biegler & Associates Pc
Address
5911 W BROAD ST, RICHMOND, VA 23230-2219
Preparer
Steven Biegler
Phone
8048551200
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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01100
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01100
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0DOUBLELINE TOTAL RETURN BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1OSTERWEIS STRATEGIC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2VANGUARD HIGH YIELD FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt075000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt175000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt298874
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt074950
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt172101
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt299878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt050000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt155000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt275000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt375000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt445000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt570000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6100000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt734846
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt051006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt159917
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt270619
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt374228
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt444664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt567506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6115681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt735202
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ACADIAN EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AKRE FOCUS FUND INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2FAIRHOLME ALLOC FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3IVA WORLDWIDE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4MORGAN STANLEY GLOBAL FRANCHISE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5PIMCO ALL ASSET FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6VANGUARD DIVIDEND GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7KAYNE ANDERSON MLP INVT
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt018138
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt015081
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt033219
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt033219
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01100
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt018138
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt015081
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0125000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0125000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt098874
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt018138
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt018134
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt018138
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt05733
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt015081
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt015081
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt031863
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0252
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0252
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt018138
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0125000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01352
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0126360
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt033215
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0132093
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01352
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt015081
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05733
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0178
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0782897
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0776986
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0782897
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt04
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0637
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0637
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0637
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0641
IRS990PF/FMVAssetsEOYAmt0794929
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0326986
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0607
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0607
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0150000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0248874
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0246929
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0300000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0504846
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0518823
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt028570
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt028570
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0776986
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0782897
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0794929
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0776986
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0782897
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0776986
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0782897
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0776986
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0782897
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0724580
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt039910
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0684670
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010869
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt035686
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0713711
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0724580
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN P GREGORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CAROLE E GREGORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SHANNON L GREGORY BEAVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3J PATRICK GREGORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MICHAEL JAMES GREGORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 630
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 630
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2120 MAPLE WOOD LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 942
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 630
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SOUTHOLD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SOUTHOLD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2RIVERHEAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3ARLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SOUTHOLD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd011971
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd111971
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd211901
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd338002
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd411971
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt018138
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt024887
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt06745
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt04
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt015417
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt021153
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt05733
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt03
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt0125000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0205277
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt030277
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt050000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt0125000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt0205277
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt030277
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt050000
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt023791
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt043239
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt017803
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt01645
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0381772
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0382091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt030277
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt050000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.534911
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.056691
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt01.013130
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0713711
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0534073
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt049352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0125000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.069821
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0125000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0125000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0125000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOHN P GREGORY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 630
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SOUTHOLD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011971
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08045398866
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CONTRIBUTION TO MAYO CLINIC
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0CONTRIBUTION TO CARITAS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt01
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt01
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOHN P GREGORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CARITAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MAYO CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 25790
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1200 FIRST ST SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RICHMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155905
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0125000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0125000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0125000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0125000
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JOHN P GREGORY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 630
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SOUTHOLD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd011971
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt098874
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt098874
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc016,730 SHARES VANGUAD HIGH YIELD
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-12-10
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0178
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SCHWAB FEE
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JOHN P CAROLE E GREGORY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO BOX 630
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SOUTHOLD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd011971
TaxesSchedule/TaxesDetail/Amt0252
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0252
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN P GREGORY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08045398866
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOHN P & CAROLE E GREGORY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0326224064
ReturnHeader/Filer/PhoneNum08045398866
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 630
ReturnHeader/Filer/USAddress/CityNm0SOUTHOLD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0119710630
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203765337
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BIEGLER & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05911 W BROAD ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0232302219
ReturnHeader/PreparerPersonGrp/PhoneNum08048551200
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN BIEGLER
ReturnHeader/ReturnTs02015-05-11T15:44:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$782,897
Liabilities
$0
Net assets
$782,897
Revenue
$132,093
Expenses
$126,360
Net income
$5,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.76$0.51$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.00$0.12$0.51$4.76$4.24
2020Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.07$1.41$1.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.85$0.00$5.85$0.23$0.63$0.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.25$0.00$6.25$2.01$0.40$1.61
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.64$0.00$4.64$0.84$0.36$0.48
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.16$0.00$4.16$0.51$2.27$2.78
2015Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$0.36$1.28$0.91
2014Detailed filing. Detailed filing data is available for this year.$7.83$0.00$7.83$1.32$1.26$0.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • $500k-$1M nonprofits