Josephine G Russell Trust
Accepts applications
Josephine G Russell Trust is a private foundation in Andover, Massachusetts. In tax year 2025 it gave $406,125 in 38 grants; the typical grant was $7,500 and the largest $40,000. It accepts applications; its filing gives the instructions below.
From its IRS Form 990-PF for tax year 2025.
- Grants paid, 2025$406,125
- Number of grants38
- Typical grant$7,500
- Largest grant$40,000
- Assets$10.8 million
- New grantees11%
Giving in 2025 was down from $469,125 the year before.
11% of its 2025 grantees had not received a grant from it the year before, so most of its money goes to organizations it already funds.
Giving by year
| Tax year | Grants paid | Number of grants | Assets |
|---|---|---|---|
| 2023 | $475,125 | 43 | $9.5 million |
| 2024 | $469,125 | 43 | $10.1 million |
| 2025 | $406,125 | 38 | $10.8 million |
How to apply
| Contact | Trustees 9 Bartlet Street Suite 343, Andover, MA 01810 |
|---|---|
| Phone or email | (978) 687-0156 |
| What to submit | 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. |
What Josephine G Russell Trust funds
Where it gives
Its grants went to recipients in 3 states, the most to Massachusetts.
| State | Grants | Amount |
|---|---|---|
| Massachusetts | 35 | $398,500 |
| Maine | 1 | $7,500 |
| New Hampshire | 2 | $125 |
Grants paid in 2025
| Recipient | Purpose | Amount |
|---|---|---|
| Lawrence General Hospital | Health | $40,000 |
| Lazarus House | Charity | $35,000 |
| Food for the World Inc | Charity | $25,000 |
| Notre Dame Cristo Rey High School | Education | $25,000 |
| Greater Lawrence Community Boating Program | Charity | $20,000 |
| Groundwork Lawrence | Charity | $20,000 |
| Neighbors in Need | Charity | $20,000 |
| Boys & Girls Club of Lawrence | Charity | $15,000 |
| Central Catholic High School | Education | $15,000 |
| Partners in Child Development | Education | $15,000 |
| Blessed Stephen Bellesini Osa Academy | Education | $12,500 |
| Brooks School | Education | $12,000 |
| Esperanza Academy | Education | $10,000 |
| Merrimack Valley Food Bank Inc | Charity | $10,000 |
| Notre Dame Education Center | Education | $10,000 |
| St George Antiochian Orthodox Church | Charity | $10,000 |
| Family Service Inc (Esteem) | Health | $8,000 |
| Greater Lawrence Family Health Center | Health | $8,000 |
| Mary Immaculate Healthcare Services | Health | $7,500 |
| Phillips Academy | Education | $7,500 |
| Windrush Farm Therapertic Equitation Inc | Charity | $7,500 |
| Community Giving Tree | Charity | $7,000 |
| Community in Roads | Charity | $7,000 |
| YMCA Merrimack Valley | Charity | $6,000 |
| The Community Group | Education | $5,000 |
| Beyond Soccer | Charity | $5,000 |
| Family Service Inc (Samaritans) | Health | $5,000 |
| The Joey Fournier Foundation | Charity | $5,000 |
| Lawrence Catholic Academy | Education | $5,000 |
| Lawrence Community Works | Education | $5,000 |
| Merrimack Valley Immigrant Education Center | Charity | $5,000 |
| Teach for America Massachusetts | Education | $5,000 |
| Si SE Puede | Charity | $5,000 |
| Lawrence History Center | Education | $3,000 |
| Bread & Roses Heritage Committee | Charity | $2,500 |
| Merrimack Valley Dream Center | Charity | $2,500 |
| Trustees of Weare Public Library | Charity | $100 |
| Hillside Cemetry Assn | Charity | $25 |
Officers and trustees
- Marsha E Rich Esq
- Eileen M Khoury
- John T Pollanoesq
- Rev Christopher Casey
- Matthew A Kraunelis
Questions people ask
Does Josephine G Russell Trust accept grant applications?
Yes. Its latest IRS filing says it accepts applications, with this on deadlines: January 31 for the year for which the grants are requested.
How much does Josephine G Russell Trust give?
$406,125 in tax year 2025, across 38 grants, with a typical grant of $7,500.
Who runs Josephine G Russell Trust?
Its 2025 filing lists Marsha E Rich Esq (Trustee), Eileen M Khoury (Trustee), John T Pollanoesq (Trustee) and Rev Christopher Casey (Trustee) among 5 officers and trustees.
What does Josephine G Russell Trust fund?
Based on its grants, mainly education, health and food and hunger.