Josephine G Russell Trust
The Josephine G Russell Trust is a private foundation based in Andover, Massachusetts. Its 2025 filing reports 38 grants totaling $406,125, with nearly all grant dollars going to recipients in Massachusetts.
Josephine G Russell Trust at a glance
In short: Josephine G Russell Trust gave $406K across 38 grants in 2025 (avg $11K), mostly in Massachusetts. 5% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $406,125
- -13.4% vs 2024
- Grants made (2025)
- 38
- -11.6% vs 2024
- Average grant
- $10,688
- -2.0% vs 2024
- Median grant
- $7,500
- Total assets
- $9,085,023
- +0.7% vs 2024
- New grantees (estimate)
- 5% first-time grantees (2 of 38, 2025)
- Primary geography
- Massachusetts (98% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Josephine G Russell Trust
- Accepts unsolicited proposals
- Yes
- How to Apply
-
The Trust accepts unsolicited requests. Contact the trustees and submit the required materials described above.
- Review Cycle
- January 31 for the year in which the grant is requested. The January 31, 2026 deadline has passed.
- Deadline
- January 31 for the year in which the grant is requested.
- Contact
Application contact: Trustees
Mailing address: 9 Bartlet Street Suite 343, Andover, MA 01810
Phone: (978) 687-0156
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Josephine G Russell Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Lawrence General Hospital ($40K). Together the top 10 received $230K.
Grant Size Distribution
206 grants across all recorded years
The most common grant size was under $50K: 205 grants of 206 (100%).
Geographic Focus
Where this funder awards grants
The Trust’s 2025 grant dollars went primarily to Massachusetts recipients: 98% to Massachusetts, 2% to Maine, and less than 1% to New Hampshire. Its application requirements ask applicants to show direct benefit to indigent aged people or the deserving poor of Lawrence and to specify how many Lawrence residents will be served.
Grant Distribution by State
Share of 2025 grant dollars across all 38 itemized grants.
Cities
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
- In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $406K (2025) to $492K (2022). In 2025 it made 38 grants totaling $406K.
Grants by year
Grant recipients and amounts by year
| 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 |
Ready to take the next step with Josephine G Russell Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $9,085,023 | $663,896 | $599,888 | $406,125 | 38 | $460,715 | $524,722 | $502,927 |
| 2024 | $9,021,015 | $538,378 | $656,997 | $469,125 | 43 | $518,769 | $400,150 | $483,748 |
| 2023 | $9,139,634 | $433,578 | $640,764 | $475,125 | 43 | $521,777 | $307,300 | $443,529 |
| 2022 | $9,346,820 | $-70,833 | $677,799 | $492,125 | 43 | $551,524 | $200,752 | $467,306 |
| 2021 | $10,095,452 | $1,057,142 | $601,299 | $418,625 | 39 | $467,368 | $924,471 | $545,003 |
| 2020 | $9,639,609 | $767,617 | $611,416 | $451,125 | 45 | — | $654,652 | $480,444 |
Under IRS private-foundation payout rules, Josephine G Russell Trust reported a distributable amount of $503K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The Trust’s stated 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.”
Its 2025 grants included health, charity, and education awards. For example, Lawrence General Hospital describes its mission as operating an acute care hospital and providing medically necessary services regardless of a patient’s ability to pay. Lazarus House describes its work as providing shelter, food, clothing, education, and support for homeless people and people in poverty in the Lawrence area. Notre Dame Cristo Rey High School describes its mission as providing affordable, culturally sensitive, college-preparatory education with professional work experience for young people from limited-income families.
Grantmaking
In 2025, the Trust made 38 grants totaling $406,125. Awards ranged from $25 to $40,000, with a median grant of $7,500. Among the largest were $40,000 to Lawrence General Hospital, $35,000 to Lazarus House, $25,000 to Food for the World Inc, and $25,000 to Notre Dame Cristo Rey High School.
The Trust states that it does not restrict giving to preselected organizations. Applicants are instructed to contact the trustees and submit organizational background and purpose, a list of officers and directors or trustees, recent financial statements, a detailed project or program description, sources of financial support, and an explanation of direct benefit to indigent aged people or the deserving poor of Lawrence. Applications must also include the organization’s IRS tax-exempt status letter, its EIN, and the number of Lawrence residents who will be served, among other helpful information.
Grant recipients must sign a receipt and assent in the form approved by the Trust, then certify by December 31 of the grant year how the funds were used. If the grant is not fully spent by then, the organization must report the amount spent and its disposition. The Trust states that it will not consider future requests from organizations that fail to comply.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Marsha E Rich Esq, Eileen M Khoury, John T Pollano Esq, Rev Christopher Casey, and Matthew A Kraunelis as trustees.
Josephine G Russell Trust's 2025 filing lists 5 officers; all 5 officers listed in 2025 are compensated.
Officers on the 2025 filing
Christopher Casey
Trustee
On filings since 2020
10 hrs/week
$7K (2020) → $8K (2025)
Eileen M. Khoury
Trustee
On filings since 2020
10 hrs/week
$7K (2020) → $8K (2025)
John T. Pollanoesq
Trustee
On filings since 2020
10 hrs/week
$7K (2020) → $8K (2025)
Marsha E. Rich Esq.
Trustee
On filings since 2020
10 hrs/week
$7K (2020) → $8K (2025)
Matthew A. Kraunelis
Trustee
On filings since 2020
10 hrs/week
$7K (2020) → $8K (2025)
Data from IRS Form 990 filings, 2020–2025. "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
The highest reported compensation on the 2025 filing was $8K, to Marsha E Rich ESQ (Trustee). 5 officers or directors reported compensation on that filing.
Frequently asked questions about Josephine G Russell Trust
How much does Josephine G Russell Trust give each year?
Josephine G Russell Trust gave $406K across 38 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $469K across 43 grants.
What is Josephine G Russell Trust's typical grant size?
Josephine G Russell Trust's median grant in 2025 was $7,500, and its average grant was $10,688, across 38 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Josephine G Russell Trust that year got $3K on average.
Where does Josephine G Russell Trust give grants?
Josephine G Russell Trust gives mostly in Massachusetts: 98% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Lawrence, MA (26 grants), North Andover, MA (3 grants), Methuen, MA (2 grants) and Boxford, MA (2 grants).
Does Josephine G Russell Trust give general operating support?
Not in 2025: none of the 38 grants with a stated purpose on Josephine G Russell Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charity" (20 grants), "Education" (13 grants) and "Health" (5 grants).
Who are Josephine G Russell Trust's largest grantees?
Josephine G Russell Trust's largest 2025 grantees include Lawrence General Hospital ($40,000), Lazarus House ($35,000) and Food for the World Inc ($25,000), according to its 2025 IRS Form 990-PF. Together they received 25% of its itemized 2025 grant dollars.
How large is Josephine G Russell Trust?
Josephine G Russell Trust reported $9.1M in total assets on its 2025 IRS Form 990-PF. It paid out $461K in qualifying distributions that year, against a required minimum of $503K (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.
What does Josephine G Russell Trust fund?
The Trust’s stated 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.” See mission & focus areas ↑
How do I apply for a grant from Josephine G Russell Trust?
The Trust accepts unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Josephine G Russell Trust accept unsolicited proposals?
Yes, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 27, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 16, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 4, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 12, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Josephine G Russell Trust funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Josephine G Russell Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Josephine G Russell Trust funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/josephine-g-russell-trust-morg_30c3da3797ea45d5a5ac47d32a06a891
BibTeX
@misc{grantable_042136910_2026,
author = {{Grantable}},
title = {{Josephine G Russell Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/josephine-g-russell-trust-morg_30c3da3797ea45d5a5ac47d32a06a891},
note = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Josephine G Russell Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Josephine G Russell Trust down — hundreds of funders to go?