H Lawrence Jodrey Trust Cape Ann Savings Ba

Private foundation · Grantmaker Gloucester, MA EIN: 02-6169033

H Lawrence Jodrey Trust Cape Ann Savings Ba is a private foundation, based in Gloucester, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $645K in total assets. In 2025, it awarded 1 grant totaling $39K. Net investment income was $46K.

Key facts about H Lawrence Jodrey Trust Cape Ann Savings Ba

In short: H Lawrence Jodrey Trust Cape Ann Savings Ba gave $39K across 1 grant in 2025 (avg $39K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
02-6169033
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$39,200
Grants made (2025)
1
Average grant
$39,200
Median grant
$39,200
Total assets
$645,449
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$645K

Annual Giving

$39K

Grant Count

1

Avg Grant Size

$39K

Under IRS private-foundation payout rules, H Lawrence Jodrey Trust Cape Ann Savings Ba reported a distributable amount of $46K for 2025 — the minimum it must pay out in qualifying distributions.

How H Lawrence Jodrey Trust Cape Ann Savings Ba gives

  • 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

Cities

Rockport

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K1 grant2021 1 grant2025

From 2021 to 2025, annual grant giving ranged from $39K (2025) to $71K (2021). In 2025 it made 1 grant totaling $39K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Trustees of the Rockport Public Library: $39KTrustees of the RockportPublic Library$39K

The largest 2025 recipient was Trustees of the Rockport Public Library ($39K).

Grant Size Distribution

2 grants across all recorded years

1<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 1 grant of 2 (50%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Trustees of the Rockport Public Library Rockport, MAGeneral Purposes$39,200

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2021 2025
Metric20252021
Total Assets$645,449$705,690
Revenue$58,320$67,134
Expenses$52,655$92,843
Qualifying Distributions$43,616$74,953
Net Investment Income$45,939$60,174
Distributable Amount$46,277$49,835

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS April 29, 2026)
  2. IRS filings on file for fiscal year 2021

Leadership & Key People

Officers and directors from IRS filings

H Lawrence Jodrey Trust Cape Ann Savings Ba's only listed officer is Cape ANN Savings Bank, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Cape ANN Savings Bank

    Trustee

    On filings since 2021

    1 hr/week

    $10K (2021) → $11K (2025)

Data from IRS Form 990 filings, 2021–2025. "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

Cape Ann Savings Bank — Trustee: $11KCape Ann Savings BankTrustee$11K

The highest reported compensation on the 2025 filing was $11K, to Cape Ann Savings Bank (Trustee).

Frequently asked questions about H Lawrence Jodrey Trust Cape Ann Savings Ba

How much does H Lawrence Jodrey Trust Cape Ann Savings Ba give each year?

H Lawrence Jodrey Trust Cape Ann Savings Ba gave $39K across 1 grant in 2025, according to its 2025 IRS Form 990-PF.

How large is H Lawrence Jodrey Trust Cape Ann Savings Ba?

H Lawrence Jodrey Trust Cape Ann Savings Ba reported $645K in total assets on its 2025 IRS Form 990-PF. It paid out $44K in qualifying distributions that year, against a required minimum of $46K (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.

Where does H Lawrence Jodrey Trust Cape Ann Savings Ba operate?

H Lawrence Jodrey Trust Cape Ann Savings Ba has awarded grants in Massachusetts.

What is H Lawrence Jodrey Trust Cape Ann Savings Ba's EIN?

H Lawrence Jodrey Trust Cape Ann Savings Ba's EIN (Employer Identification Number) is 02-6169033. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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