Civic Intelligence

Jeremiah Gray Tr Fund

990PF • Fiscal year 2022 • EIN 45-6213640

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 25, 2023

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

(508) 676-3333

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

3rd percentile

-607%

Higher net margin than 3% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

82nd percentile

$3,768

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 172.8% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

23rd percentile

-17%

Faster asset growth than 23% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

34th percentile

-8.3%

Faster revenue growth than 34% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$110,179

Down $22,735 (-17%) from 2021

Net Assets

Down

$110,179

Down $22,735 (-17%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$2,180

Down $198 (-8.3%) from 2021

Expenses

Up

$15,413

Up $2,058 (+15%) from 2021

Net Income

Down

-$13,233

Down $2,256 (-21%) from 2021

Historical Trend

Balance Sheet Trend

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

$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

2022

Assets$110,179
Liabilities$0
Net Assets$110,179

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$2,180
Expenses$15,413
Net Income-$13,233
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 25, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,768-$3,768
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHRIST CHURCHINCOME DISTRIBUTION PER TRUSTCHARITABLEPUBLICPUBLICSWANSEA, MA, US$2,152
Paid GrantUNION COLLEGEINCOME DISTRIBUTION PER TRUSTEDUCATIONPUBLICPUBLICSCHENECTADY, NY, US$2,151
Paid GrantJOSEPH CASE HIGH SCHOOL TRUST FUNDINCOME DISTRIBUTION PER TRUSTSCHOLARSHIPPUBLICPUBLICSWANSEA, MA, US$2,151
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
2023-04-25
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 Appendix384 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/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002722
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt07389
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt07389
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/Amt02151
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12152
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22151
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/TotalGrantOrContriPdDurYrAmt06454
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/AppliedToYear1Amt06454
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05522
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0955
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0932
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0692
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0870
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01033
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01033
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04384
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0935
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0955
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0932
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0692
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0870
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07389
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0935
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05417
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04482
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05522
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06454
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0855
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ATTY. LUKE TRAVIS LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt095
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0950
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0855
OtherDecreasesSchedule/OtherDecreasesDetail/Amt09461
OtherDecreasesSchedule/OtherDecreasesDetail/Amt141
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NET CAPITAL LOSSES PER BOOK
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1BROKER ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0300
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CAPITAL GAIN DIST.
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt014
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt01894
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01894
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ASSETMARK TRUST CO INV. ADV. FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01894
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt1367
TaxesSchedule/TaxesDetail/Amt215
TaxesSchedule/TaxesDetail/CategoryTxt0MISC FEES
TaxesSchedule/TaxesDetail/CategoryTxt1IRS
TaxesSchedule/TaxesDetail/CategoryTxt2IRS PENALTY
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LUKE P TRAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05086763333
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-25
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/PreparationDt02023-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORRAINE A TRAVERS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-09T16:48:38-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LUKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TRAVIS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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