The Gregory Foundation Trust
The Gregory Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BEVERLY FARMS, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 11 grants totaling $150K. Net investment income was $655K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.9M
+56.4% YoY
Annual Giving
$150K
-31.8% YoY
Grant Count
11
+22.2% YoY
Avg Grant Size
$14K
-44.2% YoY
Under IRS private-foundation payout rules, The Gregory Foundation Trust reported a distributable amount of $159K for 2024 — the minimum it must pay out in qualifying distributions.
About The Gregory Foundation Trust
Based on IRS filings
The Gregory Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BEVERLY FARMS, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 11 grants totaling $150K. Net investment income was $655K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,919,884 | $1,227,809 | $801,631 |
| Revenue | $678,094 | $115,388 | $274,756 |
| Expenses | $189,249 | $250,274 | $95,932 |
| Qualifying Distributions | $150,000 | $226,802 | $68,102 |
| Net Investment Income | $654,552 | $94,589 | $246,926 |
| Distributable Amount | $159,042 | $128,152 | $117,756 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
41 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Wellesley College ($50,000), St Paul's Episcopal Church ($25,000), Conanicut Island Sailing Foundation ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ST PAUL'S EPISCOPAL CHURCH DEDHAM, MA | TO SUPPORT THE ORGANIZATION'S CHARITABLE MISSION | $25,000 |
| BUZZARDS BAY COALITION NEW BEDFORD, MA | TO SUPPORT THE ORGANIZATION'S CHARITABLE MISSION | $5,000 |
| CONANICUT ISLAND SAILING FOUNDATION JAMESTOWN, RI | TO SUPPORT THE ORGANIZATION'S CHARITABLE MISSION | $15,000 |
| DANNY'S PLACE ACTON, MA | TO SUPPORT THE ORGANIZATION'S CHARITABLE MISSION | $15,000 |
| DEDHAM COMMUNITY HOUSE DEDHAM, MA | TO SUPPORT THE ORGANIZATION'S CHARITABLE MISSION | $5,000 |
| DEDHAM FOOD PANTRY 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 |
| FABNEWPORT NEWPORT, RI | TO SUPPORT THE ORGANIZATION'S CHARITABLE MISSION | $15,000 |
| SAVE THE BAY PROVIDENCE, RI | TO SUPPORT THE ORGANIZATION'S CHARITABLE MISSION | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DANIEL GREGORY JR | TRUSTEE | 1 | — |
| CHARLOTTE SURGENOR | TRUSTEE | 1 | — |
| PETER GREGORY | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Gregory Foundation Trust?
The Gregory Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BEVERLY FARMS, MA. It holds $1.9M in total assets as of 2024.
How large is The Gregory Foundation Trust?
As of 2024, The Gregory Foundation Trust holds $1.9M in total assets with $678K in annual revenue. It awarded 11 grants totaling $150K in 2024.
Where does The Gregory Foundation Trust operate?
The Gregory Foundation Trust has awarded grants in Massachusetts, New York, Rhode Island.
What size grants does The Gregory Foundation Trust award?
In 2024, The Gregory Foundation Trust awarded 11 grants totaling $150K — an average of about $14K per grant, based on its IRS Form 990 filings.
How much is The Gregory Foundation Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Gregory Foundation Trust reported a distributable amount of $159K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Gregory Foundation Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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