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Also known as: C/O WALTER & SHUFFAIN PC
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Gregory Foundation Trust is a private corporation based in BEVERLY FARMS, MA. The foundation received its IRS ruling in 2001. The principal officer is Russell Brier & Co Llp. It holds total assets of $1.9M. Annual income is reported at $831K. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2023. The foundation primarily funds organizations in Massachusetts and Rhode Island. According to available records, Gregory Foundation Trust has made 17 grants totaling $172K, with a median grant of $9K. The foundation has distributed between $55K and $59K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $59K distributed across 6 grants. Individual grants have ranged from $2K to $33K, with an average award of $10K. The foundation has supported 16 unique organizations. The foundation primarily supports organizations in Massachusetts, Rhode Island, New York, which account for 94% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$2K
Median Grant
$10K
Average Grant
$10K
Largest Grant
$15K
Based on 6 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Gregory Foundation Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 17 grants. Its grantmaking reaches organizations primarily in MA, RI, NY.
Gregory Foundation Trust has distributed a total of $172K across 17 grants. The median grant size is $9K, with an average of $10K. Individual grants have ranged from $2K to $33K.
Gregory Foundation Trust typically selects its grantees rather than accepting unsolicited proposals.
Gregory Foundation Trust is headquartered in BEVERLY FARMS, MA. While based in MA, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Peter Gregory | TRUSTEE | $0 | $0 | N/A |
| Daniel Gregory Jr | TRUSTEE | $0 | $0 | N/A |
| Charlotte Surgenor | TRUSTEE | $0 | $0 | N/A |
Total Giving
$70K
Total Assets
$1.4M
Fair Market Value
$3.2M
Net Worth
$1.4M
Grants Paid
$55K
Contributions
N/A
Net Investment Income
$274K
Distribution Amount
$34K
Total: $1.1M
Total Grants
17
Total Giving
$172K
Average Grant
$10K
Median Grant
$9K
Unique Recipients
16
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| St Paul'S Episcopal ChurchTO SUPPORT THE ORGANIZATION'S CHARITABLE MISSION | Dedham, MA | $33K | 2023 |
| Town Of DedhamTO SUPPORT THE TOWN GREEN PROJECT | Dedham, MA | $10K | 2023 |
| The Opera Buffs IncTO SUPPORT THE ORGANIZATION'S CHARITABLE MISSION | Los Angeles, CA | $5K | 2023 |
| Hale EducationTO SUPPORT THE ORGANIZATION'S CHARITABLE MISSION | Westwood, MA | $5K | 2023 |
| Epiphany SchoolTO SUPPORT THE ORGANIZATION'S CHARITABLE MISSION | Boston, MA | $3K | 2023 |
| Save The BayCHARITABLE CONTRIBUTION | Providence, RI | $15K | 2022 |
| Conanicut Island SailingCHARITABLE CONTRIBUTION | Jamestown, RI | $15K | 2022 |
| Boston Modern Orchestra ProjectCHARITABLE CONTRIBUTION | Malden, MA | $10K | 2022 |
| Hale ReservationCHARITABLE CONTRIBUTION | Westwood, MA | $9K | 2022 |
| Milton AcademyCHARITABLE CONTRIBUTION | Milton, MA | $8K | 2022 |
| Friend Of The Lobkowicz CollectionsCHARITABLE CONTRIBUTION | Dover, MA | $2K | 2022 |
| Wellesley CollegeCHARITABLE CONTRIBUTION | Wellesley, MA | $23K | 2020 |
| American Saltwater Guides AssociationCHARITABLE CONTRIBUTION | Oceanside, NY | $10K | 2020 |
| Hale Reservation Day CampCHARITABLE CONTRIBUTION | Westwood, MA | $10K | 2020 |
| Danny'S PlaceCHARITABLE CONTRIBUTION | Acton, MA | $5K | 2020 |
| Thompson Island Outward BoundCHARITABLE CONTRIBUTION | Boston, MA | $5K | 2020 |