H Lawrence Jodrey Trust

GLOUCESTER, MA EIN: 02-6169033

H Lawrence Jodrey Trust is a private foundation, based in GLOUCESTER, MA. IRS filing data is available for 2021. As of 2021, the organization holds $706K in total assets. In 2021, it awarded 1 grants totaling $71K. Net investment income was $60K.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

$706K

Annual Giving

$71K

Grant Count

1

Avg Grant Size

$71K

Under IRS private-foundation payout rules, H Lawrence Jodrey Trust reported a distributable amount of $50K for 2021 — the minimum it must pay out in qualifying distributions.

About H Lawrence Jodrey Trust

Based on IRS filings

H Lawrence Jodrey Trust is a private foundation, based in GLOUCESTER, MA. IRS filing data is available for 2021. As of 2021, the organization holds $706K in total assets. In 2021, it awarded 1 grants totaling $71K. Net investment income was $60K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Rockport

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$26K$51K$77K$102K2021
Metric2021
Total Assets$705,690
Revenue$67,134
Expenses$92,843
Qualifying Distributions$74,953
Net Investment Income$60,174
Distributable Amount$49,835

Giving Over Time

Total grant dollars and number of grants per year

$0$18K$35K$53K$71K1 grants2021

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2021

TRUSTEES OF THE ROCKPORT…$71K

Grant Size Distribution

1 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2021 grants, the largest include Trustees of the Rockport Public Library ($70,876).

RecipientPurposeAmount
TRUSTEES OF THE ROCKPORT PUBLIC LIBRARY ROCKPORT, MAGENERAL PURPOSES$70,876

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2021 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is H Lawrence Jodrey Trust?

As of 2021, H Lawrence Jodrey Trust holds $706K in total assets with $67K in annual revenue. It awarded 1 grants totaling $71K in 2021.

Where does H Lawrence Jodrey Trust operate?

H Lawrence Jodrey Trust has awarded grants in Massachusetts.

What size grants does H Lawrence Jodrey Trust award?

In 2021, H Lawrence Jodrey Trust awarded 1 grants totaling $71K — an average of about $71K per grant, based on its IRS Form 990 filings.

How much is H Lawrence Jodrey Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2021, H Lawrence Jodrey Trust reported a distributable amount of $50K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is H Lawrence Jodrey Trust's EIN?

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

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Browse active grant opportunities in H Lawrence Jodrey 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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