For the Gregory Trust Fund
For the Gregory Trust Fund is a private foundation focused on Education, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $774K in total assets. In 2025, it awarded 3 grants totaling $36K. Net investment income was $74K.
For the Gregory Trust Fund at a glance
In short: For the Gregory Trust Fund gave $36K across 3 grants in 2025 (avg $12K), top state Rhode Island. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $36,339
- -0.8% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $12,113
- -0.8% vs 2024
- Median grant
- $12,938
- Total assets
- $774,086
- +4.2% vs 2024
- Primary geography
- Rhode Island (36% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who For the Gregory Trust Fund funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Trinity United Methodist Church ($13K). Together the top 3 received $36K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How For the Gregory Trust Fund gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $24K (2019) to $41K (2020). In 2025 it made 3 grants totaling $36K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Trinity United Methodist Church Providence, RI | Unrestricted General | $12,938 |
| The Moody Bible Institute of Chicago Chicago, IL | Unrestricted General | $12,938 |
| The Stony Brook School Stony Brook, NY | Unrestricted General | $10,463 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $774,086 | $84,042 | $53,312 | $36,339 | 3 | $42,042 | $74,295 | $44,641 |
| 2024 | $743,140 | $76,286 | $51,469 | $36,639 | 3 | $42,072 | $66,263 | $42,257 |
| 2023 | $719,098 | $26,755 | $39,868 | $26,649 | 3 | $31,570 | $16,133 | $38,568 |
| 2022 | $732,482 | $-15,816 | $58,517 | $41,103 | 3 | $46,240 | $6,330 | $39,515 |
| 2021 | $806,738 | $168,558 | $52,179 | $35,898 | 3 | $41,657 | $158,046 | $44,261 |
| 2020 | $686,325 | $63,377 | $55,234 | $41,427 | 3 | — | $55,237 | $37,967 |
| 2019 | $681,377 | $44,860 | $36,847 | $24,375 | 3 | — | $38,787 | $37,252 |
Under IRS private-foundation payout rules, For the Gregory Trust Fund reported a distributable amount of $45K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
For the Gregory Trust Fund's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$13K (2021) → $13K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $13K, to Bank of America (Trustee).
Frequently asked questions about For the Gregory Trust Fund
How much does For the Gregory Trust Fund give each year?
For the Gregory Trust Fund gave $36K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $37K across 3 grants.
What is For the Gregory Trust Fund's typical grant size?
For the Gregory Trust Fund's median grant in 2025 was $12,938, and its average grant was $12,113, across 3 grants on its 2025 IRS Form 990-PF.
Where does For the Gregory Trust Fund give grants?
For the Gregory Trust Fund's top state is Rhode Island, with 36% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Illinois (36%) and New York (29%).
Does For the Gregory Trust Fund give general operating support?
Yes: 100% of For the Gregory Trust Fund's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is For the Gregory Trust Fund?
For the Gregory Trust Fund reported $774K in total assets on its 2025 IRS Form 990-PF. It paid out $42K in qualifying distributions that year, against a required minimum of $45K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is For the Gregory Trust Fund?
For the Gregory Trust Fund is a private foundation focused on Education, based in Dallas, TX. It holds $774K in total assets as of 2025.
What is For the Gregory Trust Fund's EIN?
For the Gregory Trust Fund's EIN (Employer Identification Number) is 05-6004222. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2020–2024
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