Civic Intelligence

Jeremiah Gray Tr Fund

EIN 45-6213640 • Fall River, MA

Luke P Travis Ttee P O Box 3288Fall River, MA 02722
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

8th percentile

-194%

Higher net margin than 8% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$1,432

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 36.7% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

64th percentile

4.0%

Faster asset growth than 64% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$101,999

Up $3,886 (+4.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$101,999

Up $3,886 (+4.0%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin8th percentile

Revenue

Up

$3,901

Up $452 (+13%) from 2023

Expenses

Up

$11,463

Up $990 (+9.5%) from 2023

Net Income

Down

-$7,562

Down $538 (-7.7%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2013: $191,312Liabilities 2013: $02013Assets 2014: $188,481Liabilities 2014: $02014Assets 2015: $165,655Liabilities 2015: $02015Assets 2019: $137,229Liabilities 2019: $02019Assets 2020: $127,221Liabilities 2020: $0Net Assets 2020: $127,2212020Assets 2021: $132,914Liabilities 2021: $0Net Assets 2021: $132,9142021Assets 2022: $110,179Liabilities 2022: $0Net Assets 2022: $110,1792022Assets 2023: $98,113Liabilities 2023: $0Net Assets 2023: $98,1132023Assets 2024: $101,999Liabilities 2024: $0Net Assets 2024: $101,9992024

Highlighted filing

2024

Assets$101,999
Liabilities$0
Net Assets$101,999
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$10K$0-$10K-$20KRevenue 2013: $4,383Expenses 2013: $6,851Net Income 2013: -$2,4682013Revenue 2014: $6,367Expenses 2014: $15,804Net Income 2014: -$9,4372014Revenue 2015: $6,886Expenses 2015: $17,202Net Income 2015: -$10,3162015Revenue 2019: $4,337Expenses 2019: $13,965Net Income 2019: -$9,6282019Revenue 2020: $2,607Expenses 2020: $13,636Net Income 2020: -$11,0292020Revenue 2021: $2,378Expenses 2021: $13,355Net Income 2021: -$10,9772021Revenue 2022: $2,180Expenses 2022: $15,413Net Income 2022: -$13,2332022Revenue 2023: $3,449Expenses 2023: $10,473Net Income 2023: -$7,0242023Revenue 2024: $3,901Expenses 2024: $11,463Net Income 2024: -$7,5622024

Highlighted filing

2024

Revenue$3,901
Expenses$11,463
Net Income-$7,562
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,999
Liabilities
$0
Net assets
$101,999
Revenue
$3,901
Expenses
$11,463
Net income
-$7,562
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.04$0.11$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.03$0.10$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.02$0.15$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.02$0.13$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.03$0.14$0.11
2019Summary only. Only limited summary data is available for this year.$1.37$0.00$0.04$0.14$0.10
2015Summary only. Only limited summary data is available for this year.$1.66$0.00$0.07$0.17$0.10
2014Summary only. Only limited summary data is available for this year.$1.88$0.00$0.06$0.16$0.09
2013Summary only. Only limited summary data is available for this year.$1.91$0.00$0.04$0.07$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,432-$1,432
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNION COLLEGEINCOME DISTRIBUTION PER TRUSTEDUCATIONPUBLICPUBLICSCHENECTADY, NY, US$1,660
Paid GrantCHRIST CHURCHINCOME DISTRIBUTION PER TRUSTCHARITABLEPUBLICPUBLICSWANSEA, MA, US$1,660
Paid GrantJOSEPH CASE HIGH SCHOOL TRUST FUNDINCOME DISTRIBUTION PER TRUSTSCHOLARSHIPPUBLICPUBLICSWANSEA, MA, US$1,660
Filing and Contact Details

Filer

Filer Name
Jeremiah Gray Tr Fund
EIN
45-6213640
Phone
5086763333
Address
LUKE P TRAVIS TTEE P O BOX 3288, FALL RIVER, MA 02722

Signing Officer

Name
Luke P Travis
Title
Ttee
Phone
5086763333
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Lorraine a Travers CPA
Address
97 HOLLISTER RD, SWANSEA, MA 02777
Preparer
Lorraine a Travers
Phone
5083366162
Raw XML Appendix359 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/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt05717
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 3288 10 NO MAIN ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FALL RIVER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0027223288
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LUKE P TRAVIS ESQ
IRS990PF/StatementsRegardingActyGrp/PhoneNum05086763333
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01660
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11660
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21660
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0INCOME DISTRIBUTION PER TRUSTEDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1INCOME DISTRIBUTION PER TRUSTCHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2INCOME DISTRIBUTION PER TRUSTSCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNION COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHRIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2JOSEPH CASE HIGH SCHOOL TRUST FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLICPUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLICPUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLICPUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0807 UNION ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt157 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2P O BOX 33
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SCHENECTADY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SWANSEA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SWANSEA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd012308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102777
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202777
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04980
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/AppliedToYear1Amt04980
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04925
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0590
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0935
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0955
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0932
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0692
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0692
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04149
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0737
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0590
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0935
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0955
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0932
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05717
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0737
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04841
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04104
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04925
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04980
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0855
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ATTY. LUKE TRAVIS LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt095
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0950
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0855
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0300
OtherIncreasesSchedule/OtherIncreasesDetail/Amt011448
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET CAPITAL GAINS PER BOOK
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt01754
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01754
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ASSETMARK TRUST CO INV. ADV. FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01754
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt012
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt112
TaxesSchedule/TaxesDetail/CategoryTxt0MISC FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2IRS PENALTY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt012
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LUKE P TRAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05086763333
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEREMIAH GRAY TR FUND
ReturnHeader/Filer/BusinessNameControlTxt0JERE
ReturnHeader/Filer/EIN0456213640
ReturnHeader/Filer/PhoneNum05086763333
ReturnHeader/Filer/USAddress/AddressLine1Txt0LUKE P TRAVIS TTEE P O BOX 3288
ReturnHeader/Filer/USAddress/CityNm0FALL RIVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002722
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042615159
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LORRAINE A TRAVERS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt097 HOLLISTER RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SWANSEA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002777
ReturnHeader/PreparerPersonGrp/PhoneNum05083366162
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORRAINE A TRAVERS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-14T10:21:37-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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