The Gregory Foundation Trust
The Gregory Foundation Trust is a private foundation based in Beverly Farms, Massachusetts. In its 2025 filing, it reported 13 grants totaling $150,000 and stated that it makes contributions only to preselected charitable organizations.
The Gregory Foundation Trust at a glance
In short: The Gregory Foundation Trust gave $150K across 13 grants in 2025 (avg $12K), mostly in Massachusetts. 8% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $150,000
- +0.0% vs 2024
- Grants made (2025)
- 13
- +18.2% vs 2024
- Average grant
- $11,538
- -15.4% vs 2024
- Median grant
- $5,000
- Total assets
- $2,041,652
- +6.3% vs 2024
- New grantees (estimate)
- 8% first-time grantees (1 of 13, 2025; small sample)
- Primary geography
- Massachusetts (70% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Gregory Foundation Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 5600 400 Essex St, Beverly Farms, MA 01915
Phone: (978) 921-0452
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Gregory Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Wellesley College ($50K). Together the top 10 received $135K.
Grant Size Distribution
44 grants across all recorded years
The most common grant size was under $50K: 42 grants of 44 (95%).
Geographic Focus
Where this funder awards grants
In 2025, 70% of grant dollars went to recipients in Massachusetts, 27% to recipients in Rhode Island, and 3% to recipients in New York.
Grant Distribution by State
Share of 2025 grant dollars across all 13 itemized grants.
Cities
Is The Gregory Foundation Trust open to new grantees?
8%
first-time grantees, 2025
In 2025, 1 of 13 grantees (8%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $5K; repeat grants $12K. How we count
Medians: $5K first-time, $5K repeat.
- 77% of 2025 grantees were also funded in 2024. Method
- Giving grew 155% from 2022 to 2025. Method
- In 2025 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $55K (2023) to $150K (2025). In 2025 it made 13 grants totaling $150K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Wellesley College Wellesley, MA | To Support the Organization's Charitable Mission | $50,000 |
| Dedham Food Pantry Dedham, MA | To Support the Organization's Charitable Mission | $20,000 |
| Conanicut Island Sailing Foundation Jamestown, RI | To Support the Organization's Charitable Mission | $15,000 |
| Save the Bay Providence, RI | To Support the Organization's Charitable Mission | $15,000 |
| Fabnewport Newport, RI | To Support the Organization's Charitable Mission | $10,000 |
| Buzzards Bay Coalition New Bedford, MA | To Support the Organization's Charitable Mission | $5,000 |
| Danny's Place Acton, MA | To Support the Organization's Charitable Mission | $5,000 |
| Dedham Community House Dedham, MA | To Support the Organization's Charitable Mission | $5,000 |
| Dedham Museum & Archives Dedham, MA | To Support the Organization's Charitable Mission | $5,000 |
| Dedham School of Music Dedham, MA | To Support the Organization's Charitable Mission | $5,000 |
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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 | $2,041,652 | $325,234 | $202,859 | $150,000 | 13 | $150,000 | $299,162 | $170,614 |
| 2024 | $1,919,884 | $678,094 | $189,249 | $150,000 | 11 | $150,000 | $654,552 | $159,042 |
| 2023 | $1,433,928 | $273,810 | $69,742 | $55,000 | 5 | $55,000 | $273,810 | $33,772 |
| 2022 | $801,631 | $274,756 | $95,932 | $58,791 | 6 | $68,102 | $246,926 | $117,756 |
| 2021 | $623,083 | $25,276 | $176,535 | $149,000 | 9 | — | $4,651 | $118,376 |
| 2020 | $775,058 | $15,794 | $93,858 | $58,000 | 6 | — | — | $106,518 |
| 2019 | $886,266 | $40,535 | $138,838 | $114,000 | 5 | — | $15,697 | $98,360 |
Under IRS private-foundation payout rules, The Gregory Foundation Trust reported a distributable amount of $171K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grantees include organizations with varied missions. For example, Wellesley College describes its mission as providing a liberal arts education for women; Save the Bay describes work to protect and restore the Narragansett Bay region; and FABNEWPORT describes work to ensure youth have equitable access to opportunities and resources. Other grantees describe missions involving boating and coastal education, nature and recreation, cultural preservation, music education, and protection of Buzzards Bay.
Grantmaking
In 2025, the foundation reported 13 grants totaling $150,000. Grants ranged from $5,000 to $50,000, with a median of $5,000. Among the largest reported grants were $50,000 to Wellesley College, $20,000 to Dedham Food Pantry, $15,000 each to Conanicut Island Sailing Foundation and Save the Bay, and $10,000 to FABNEWPORT. The filing lists the purpose of these grants as supporting each organization’s charitable mission.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Daniel Gregory Jr, Charlotte Surgenor, and Peter Gregory as trustees.
The Gregory Foundation Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Daniel Gregory Jr.
Trustee
On filings since 2019
1 hr/week
No compensation reported
Charlotte Surgenor
Trustee
On filings since 2022
1 hr/week
No compensation reported
Peter Gregory
Trustee
On filings since 2022
1 hr/week
No compensation reported
Former officers (1)
- Former: Madeline Gregory (2019–2021) — 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.
Frequently asked questions about The Gregory Foundation Trust
How much does The Gregory Foundation Trust give each year?
The Gregory Foundation Trust gave $150K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $150K across 11 grants.
What is The Gregory Foundation Trust's typical grant size?
The Gregory Foundation Trust's median grant in 2025 was $5,000, and its average grant was $11,538, across 13 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Gregory Foundation Trust that year got $5K on average.
Where does The Gregory Foundation Trust give grants?
The Gregory Foundation Trust gives mostly in Massachusetts: 70% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Rhode Island (27%). The most frequent recipient cities were Dedham, MA (4 grants).
Does The Gregory Foundation Trust give general operating support?
Not in 2025: none of the 13 grants with a stated purpose on The Gregory Foundation Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Support the Organization's Charitable Mission" (13 grants).
Who are The Gregory Foundation Trust's largest grantees?
The Gregory Foundation Trust's largest 2025 grantees include Wellesley College ($50,000), Dedham Food Pantry ($20,000) and Conanicut Island Sailing Foundation ($15,000), according to its 2025 IRS Form 990-PF. Together they received 57% of its itemized 2025 grant dollars.
How large is The Gregory Foundation Trust?
The Gregory Foundation Trust reported $2.0M in total assets on its 2025 IRS Form 990-PF. It paid out $150K in qualifying distributions that year, against a required minimum of $171K (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 does The Gregory Foundation Trust fund?
No mission statement for the foundation is provided. Its 2025 grantees include organizations with varied missions. See mission & focus areas ↑
How do I apply for a grant from The Gregory Foundation Trust?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Gregory Foundation Trust's EIN?
The Gregory Foundation Trust's EIN (Employer Identification Number) is 04-3496080. IRS Form 990 filing data is available on this page for 2019–2025.
Does The Gregory Foundation Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS February 27, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 21, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS January 17, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 29, 2024)
Explore Open Grants
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Cite this profile
Grantable. (2026). The Gregory Foundation Trust funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/the-gregory-foundation-trust-morg_32d11e61b0364b67a302cd739623ff1a
BibTeX
@misc{grantable_043496080_2026,
author = {{Grantable}},
title = {{The Gregory Foundation Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-gregory-foundation-trust-morg_32d11e61b0364b67a302cd739623ff1a},
note = {Accessed 2026-10-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Gregory Foundation Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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