The Josephine G Russell Trust is a private foundation established in 1972 and based in Andover, Massachusetts. It operates as a 501(c)(3) organization dedicated to supporting charitable, educational, and social service initiatives.
Key facts about Josephine G Russell Trust
- EIN
- 04-2136910
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $406,125
- Grants made (2025)
- 38
- Average grant
- $10,688
- Median grant
- $7,500
- New grantees (estimate)
- 5% first-time grantees (2 of 38, 2025)
- Primary geography
- Massachusetts (98% of itemized 2025 grant dollars)
- How to apply
- Funding applicant organizations occurs once each year in the spring. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Josephine G Russell Trust funds
By grant dollars, the top recipient states for Josephine G Russell Trust's 38 itemized 2025 grants were Massachusetts (98%). The most frequent recipient cities were Lawrence, MA (26 grants), North Andover, MA (3 grants), Methuen, MA (2 grants) and Boxford, MA (2 grants). None of its 38 grants with a stated purpose were described as general or operating support. Recurring purposes include "Charity" (20 grants), "Education" (13 grants) and "Health" (5 grants).
Is Josephine G Russell Trust open to new grantees?
5%
first-time grantees, 2025
In 2025, 2 of 38 grantees (5%) were first-time recipients. First grants averaged $3K; repeat grants $11K. How we count
Medians: $3K first-time, $8K repeat.
- 89% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−17%). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Josephine G Russell Trust
- How to evaluate Josephine G Russell Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$406K
-13.4% YoY
Grant Count
38
-11.6% YoY
Avg Grant Size
$11K
-2.0% YoY
Mission & Focus Areas
The Trust's mission is to support "the care of the sick and injured, the relief and aid of the poor, the training and education of the young or in any other manner of social service in the City of Lawrence."
Primary funding areas include:
- Education
- Health
- Human Services
- Philanthropy, Voluntarism & Grantmaking
Grantmaking
How to Apply
**
Ready to take the next step with Josephine G Russell Trust?
Geographic Focus
Where this funder awards grants
The Trust primarily funds organizations in Massachusetts, New Hampshire, and Maine, with a particular emphasis on the City of Lawrence, Massachusetts.
Grant Distribution by State
Share of all 38 itemized 2025 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
As of December 2024:
- Total Assets: $9,021,015
- Total Revenue: $538,378
- Total Expenses: $656,997
- Total Giving: $469,125
Revenue Sources (2024):
- Investment income and dividends: $374,740
- Net gain from sale of non-inventory assets: $163,638
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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 2025
Grant Size Distribution
206 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Lawrence General Hospital ($40,000), Lazarus House ($35,000), Food for the World Inc ($25,000).
| Recipient | 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 |
Leadership & Key People
Leadership team and compensation from IRS filings
Marsha E. Rich serves as a key contact for the Trust.
Compensation Overview
From 2025 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Marsha E Rich Esq | Trustee | 10 | $7,500 |
| Eileen M Khoury | Trustee | 10 | $7,500 |
| John T Pollanoesq | Trustee | 10 | $7,500 |
| Rev Christopher Casey | Trustee | 10 | $7,500 |
| Matthew a Kraunelis | Trustee | 10 | $7,500 |
Contact Information
Address: 9 Bartlet Street, Suite 343 Andover, MA 01810
Email: russelltrust@yahoo.com
EIN: 04-2136910
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Josephine G Russell Trust fund?
The Trust's mission is to support "the care of the sick and injured, the relief and aid of the poor, the training and education of the young or in any other manner of social service in the City of Lawrence." Primary funding areas include: • Education • Health • Human Services • Philanthropy, Voluntarism & Grantmaking
How do I apply for a grant from Josephine G Russell Trust?
Funding applicant organizations occurs once each year in the spring. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Josephine G Russell Trust make grants?
The Trust primarily funds organizations in Massachusetts, New Hampshire, and Maine, with a particular emphasis on the City of Lawrence, Massachusetts.
What size grants does Josephine G Russell Trust award?
In 2025, Josephine G Russell Trust awarded 38 grants totaling $406K — an average of about $11K per grant, based on its IRS Form 990 filings.
What is Josephine G Russell Trust's EIN?
Josephine G Russell Trust's EIN (Employer Identification Number) is 04-2136910. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.