Josephine G Russell Trust
Historical FunderAndover, Massachusetts · EIN 04-2136910 · Private foundation
Grants paid (2025)$406K
Organizations funded38
Typical grant$7,500
Total assets$10.8M
Half of its grants to organizations were between $5,000 and $15,000.
From the return
How to apply
The foundation filed the following application information (Form 990-PF Part XV, tax year 2025):
| Contact | TRUSTEES |
|---|---|
| Address | 9 BARTLET STREET SUITE 343, ANDOVER MA 01810 |
| Phone | 9786870156 |
| Form and materials | REQUIRED CONTENTS: 1. STATEMENT OF ORGANIZATIONAL BACKGROUND, PURPOSE AND OBJECTIVE OF THE ORGANIZATION AND A LIST OF OFFICERS AND BOARD OF DIRECTORS (OR TRUSTEES). 2. EXPLANATION OF CURRENT FINANCIAL STATUS AND COPIES OF THE MOST RECENT FINANCIAL STATEMENTS, INCLUDING BALANCE SHEET AND INCOME AND EXPENSE STATEMENT. 3. DETAILED STATEMENT OF THE PROJECT OR PROGRAM FOR WHICH THE GRANT IS BEING SOUGHT. 4. STATEMENT OF SOURCES OF FINANCIAL SUPPORT, INCLUDING OTHER GRANTS OR EXPECTED GRANTS. 5. STATEMENT SHOWING THE DIRECT BENEFIT TO THE INDIGENT AGED PEOPLE OR TO THE DESERVING POOR OF THE CITY OF LAWRENCE. 6. COPY OF THE MOST RECENT TAX-EXEMPT STATUS LETTER FROM THE INTERNAL REVENUE SERVICE, EVIDENCING SECTION 501(C)(3) STATUS. 7. FEDERAL EMPLOYER IDENTIFICATION NUMBER. 8. MUST SPECIFY THE NUMBER OF LAWRENCE RESIDENTS WHO WILL BE SERVED BY THE GRANT. 9. ANY OTHER INFORMATION WHICH THE APPLICANT BELIEVES WILL BE HELPFUL TO THE TRUSTEES IN PROCESSING THE APPLICATION. |
| Deadlines | JANUARY 31 FOR THE YEAR FOR WHICH THE GRANTS ARE REQUESTED. |
| Restrictions | GRANT RECIPIENTS WILL BE REQUIRED TO SIGN A RECEIPT AND ASSENT IN THE FORM APPROVED BY THE TRUST. IN ADDITION, THE ORGANIZATION MUST CERTIFY TO THE TRUST THAT THE FUNDS HAVE BEEN EXPENDED FOR THE PURPOSES FOR WHICH THE GRANT WAS MADE AND DESCRIBE THE DISPOSITION OF THE FUNDS NO LATER THAN DECEMBER 31 OF THE YEAR IN WHICH THE GRANT WAS MADE. IF THE FUNDS HAVE NOT BEEN FULLY SPENT BY DECEMBER 31, THE ORGANIZATION MUST SEND A LETTER BY THAT DATE STATING HOW MUCH OF THE GRANT HAS BEEN SPENT AND THAT THE AMOUNT SPENT FOR THE PURPOSES FOR WHICH THE GRANT WAS MADE. FUTURE GRANT REQUESTS FROM ORGANIZATIONS WHICH DO NOT COMPLY WITH THIS REQUIREMENT WILL NOT BE CONSIDERED BY THE TRUSTEES. |
Copied as filed. Deadlines on a tax return describe the foundation's usual process; they are not confirmation of a current open cycle.
What it funds
Share of grant lines on the latest return, classified from the purpose each grant states.
Where it gives
7% of grants went outside Massachusetts.
Grants paid in tax year 2025
| Recipient | Location | Purpose | Amount |
|---|---|---|---|
| Lawrence General Hospital | Lawrence, MA | Health | $40,000 |
| Lazarus House | Lawrence, MA | Charity | $35,000 |
| Food for the World Inc | Lawrence, MA | Charity | $25,000 |
| Notre Dame Cristo Rey High School | Methuen, MA | Education | $25,000 |
| Greater Lawrence Community Boating Program | Lawrence, MA | Charity | $20,000 |
| Groundwork Lawrence | Lawrence, MA | Charity | $20,000 |
| Neighbors in Need | Lawrence, MA | Charity | $20,000 |
| Boys & Girls Club of Lawrence | Lawrence, MA | Charity | $15,000 |
| Central Catholic High School | Lawrence, MA | Education | $15,000 |
| Partners in Child Development | Lawrence, MA | Education | $15,000 |
| Blessed Stephen Bellesini Osa Academy | Lawrence, MA | Education | $12,500 |
| Brooks School | North Andover, MA | Education | $12,000 |
| Esperanza Academy | Lawrence, MA | Education | $10,000 |
| Merrimack Valley Food Bank Inc | Lowell, MA | Charity | $10,000 |
| Notre Dame Education Center | Lawrence, MA | Education | $10,000 |
| St George Antiochian Orthodox Church | Lawrence, MA | Charity | $10,000 |
| Family Service Inc (Esteem) | Lawrence, MA | Health | $8,000 |
| Greater Lawrence Family Health Center | Methuen, MA | Health | $8,000 |
| Mary Immaculate Healthcare Services | Lawrence, MA | Health | $7,500 |
| Phillips Academy | Andover, ME | Education | $7,500 |
| Windrush Farm Therapertic Equitation Inc | Boxford, MA | Charity | $7,500 |
| Community Giving Tree | Boxford, MA | Charity | $7,000 |
| Community in Roads | North Andover, MA | Charity | $7,000 |
| YMCA Merrimack Valley | Lawrence, MA | Charity | $6,000 |
| The Community Group | Lawrence, MA | Education | $5,000 |
| Beyond Soccer | Lawrence, MA | Charity | $5,000 |
| Family Service Inc (Samaritans) | Lawrence, MA | Health | $5,000 |
| The Joey Fournier Foundation | North Andover, MA | Charity | $5,000 |
| Lawrence Catholic Academy | Lawrence, MA | Education | $5,000 |
| Lawrence Community Works | Lawrence, MA | Education | $5,000 |
| Merrimack Valley Immigrant Education Center | Lawrence, MA | Charity | $5,000 |
| Teach for America Massachusetts | Boston, MA | Education | $5,000 |
| Si Se Puede | Lawrence, MA | Charity | $5,000 |
| Lawrence History Center | Lawrence, MA | Education | $3,000 |
| Bread & Roses Heritage Committee | Lawrence, MA | Charity | $2,500 |
| Merrimack Valley Dream Center | Lawrence, MA | Charity | $2,500 |
| Trustees of Weare Public Library | Weare, NH | Charity | $100 |
| Hillside Cemetry Assn | Weare, NH | Charity | $25 |
Giving by year
| Tax year | Grants paid | Grant lines |
|---|---|---|
| 2025 | $406,125 | 38 |
| 2024 | $469,125 | 43 |
| 2023 | $475,125 | 43 |
Sources
- IRS Form 990-PF, tax year 2025, filed Mar 12, 2026 - IRS e-file batch, object ID 202610719349101071
- IRS Tax Exempt Organization Search for EIN 04-2136910
- Profile updated Nov 5, 2026
Facts on this page come from the foundation's own IRS Form 990-PF filings as published by the IRS. Grantvello does not know whether a foundation is accepting proposals right now: a past grant is not an open opportunity. Always confirm current guidelines with the funder before applying.