Private foundation · EIN 04-2136910 · Andover, MA · Return for the year ending 2023-12-31
Where Josephine G Russell Trust's grants went
It reported $475,125 in grants paid across 43 lines. WHOFUNDS matched 57.9% of those dollars to 25 recipient organizations.
- Matched to an EIN $275K 25 lines
- No confident match $200K 18
What its filing says about applications
It did not check the 990-PF box for “only contributes to preselected organizations.”
- Form of application
- 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. STATE
- 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
Contact names and phone numbers are on the filing itself. WHOFUNDS doesn't republish them.
Grants paid 40 published lines
| Recipient | Paid | Purpose as filed | Match |
|---|---|---|---|
| Lawrence General Hospital Lawrence, MA · EIN 04-2103586 | $40,000 | HEALTH | Same city 1.00 |
| Notre Dame Cristo Rey High School Methuen, MA · EIN 02-0296284 | $25,000 | EDUCATION | Same address 1.00 |
| Food for the World Lawrence, MA · no confident EIN match | $22,000 | CHARITY | Unmatched Help match |
| Greater Lawrence Community Boating Program Lawrence, MA · EIN 04-2671824 | $20,000 | CHARITY | Same city 1.00 |
| Groundwork Lawrence Lawrence, MA · EIN 04-3546770 | $20,000 | CHARITY | Same ZIP 1.00 |
| Neighbors in Need Lawrence, MA · no confident EIN match | $20,000 | CHARITY | Unmatched Help match |
| Lawrence Boys & Girls Club Lawrence, MA · EIN 04-2104377 | $15,000 | CHARITY | Same address 0.99 |
| Central Catholic High School of Lawrence Lawrence, MA · EIN 04-2057906 | $15,000 | EDUCATION | Same address 1.00 |
| Professional Center for Child Development Lawrence, MA · no confident EIN match | $15,000 | EDUCATION | Unmatched Help match |
| Blessed Stephen Bellesini Osa Academy Lawrence, MA · EIN 04-3585445 | $12,500 | EDUCATION | Same address 0.80 |
| Brooks School North Andover, MA · EIN 04-2130844 | $12,000 | EDUCATION | Same address 1.00 |
| Teach for America Massachusetts Boston, MA · no confident EIN match | $12,000 | EDUCATION | Unmatched Help match |
| Appalachian Mountain Club Charlestown, MA · EIN 04-6001677 | $10,000 | CHARITY | Exact name 1.00 |
| Esperanza Academy Lawrence, MA · EIN 73-1722348 | $10,000 | EDUCATION | Same address 1.00 |
| Merrimack Valley Food Bank Lowell, MA · EIN 22-3241609 | $10,000 | CHARITY | Same city 1.00 |
| The Notre Dame Education Center-Lawrence Lawrence, MA · EIN 04-3392507 | $10,000 | EDUCATION | Same address 1.00 |
| Bread & Roses Housing Lawrence, MA · no confident EIN match | $10,000 | CHARITYCHARITY | Unmatched Help match |
| Mary Immaculate Healthcare Services Lawrence, MA · no confident EIN match | $10,000 | HEALTH | Unmatched Help match |
| Communities Together Lawrence, MA · no confident EIN match | $9,500 | CHARITY | Unmatched Help match |
| Greater Lawrence Family Health Center Methuen, MA · EIN 04-2708824 | $8,000 | HEALTH | Same ZIP 1.00 |
| Family Service Inc (Youth Development) Lawrence, MA · no confident EIN match | $8,000 | HEALTH | Unmatched Help match |
| St George Eastern Orthodox Church Lawrence, MA · no confident EIN match | $8,000 | CHARITY | Unmatched Help match |
| Essex County Habitat for Humanity Danvers, MA · EIN 22-2672831 | $7,500 | CHARITY | Same address 1.00 |
| Lawrence Communityworks Lawrence, MA · EIN 04-2982308 | $7,500 | CHARITY | Same city 1.00 |
| Valley of Hope Shelter and Recovery Lawrence, MA · EIN 23-7185825 | $7,500 | CHARITY | Same ZIP 1.00 |
| Windrush Farm Therapertic Equitation Boxford, MA · no confident EIN match | $7,500 | CHARITY | Unmatched Help match |
| Community Giving Tree Boxford, MA · EIN 26-4239602 | $7,000 | CHARITY | Same address 1.00 |
| Community Inroads North Andover, MA · EIN 16-1757000 | $7,000 | CHARITY | Same address 1.00 |
| Merrimack Valley Immigrant & Education Center Lawrence, MA · EIN 74-3093665 | $6,500 | CHARITY | Same address 0.99 |
| Merrimack Valley YMCA Lawrence, MA · no confident EIN match | $6,000 | CHARITY | Unmatched Help match |
| Catie's Closet Dracut, MA · EIN 27-2531953 | $5,000 | CHARITY | Same ZIP 1.00 |
| Easter Seals Massachusetts Worcester, MA · EIN 04-2103867 | $5,000 | CHARITY | Same ZIP 1.00 |
| The Joey Fournier Services Lawrence, MA · EIN 04-3087205 | $5,000 | CHARITY | Exact name 1.00 |
| Family Service Inc (Samaritans) Lawrence, MA · no confident EIN match | $5,000 | HEALTH | Unmatched Help match |
| Project Home Again Andover, MA · EIN 47-2261131 | $4,500 | CHARITY | Same address 1.00 |
| Lawrence History Center Lawrence, MA · no confident EIN match | $3,000 | EDUCATION | Unmatched Help match |
| Bread and Roses Heritage Committee Lawrence, MA · EIN 04-2898483 | $2,500 | CHARITY | Same city 1.00 |
| Merrimack Valley Dream Center Lawrence, MA · EIN 81-4754411 | $2,500 | CHARITY | Same address 1.00 |
| Ttes of Weare Public Library Weare, NH · no confident EIN match | $100 | CHARITY | Unmatched Help match |
| Hillside Cemetry Assn Weare, NH · no confident EIN match | $25 | CHARITY | Unmatched Help match |
3 more lines ($64K) aren't listed because the payee name as filed could identify a private person.
Foundations that fund the same organizations
- Artemas W Stearns Trust Andover, MA
21 recipients in common - Amazonsmile Foundation Seattle, WA
20 recipients in common - Rogers Family Foundation Boston, MA
19 recipients in common - We Share a Common Thread Foundation Lowell, MA
13 recipients in common - The Bank of America Charitable Foundation Charlotte, NC
11 recipients in common - Eastern Bank Foundation Lynn, MA
11 recipients in common - Cummings Foundation Grants Inc (Fka Oneworld Boston Inc) Woburn, MA
10 recipients in common - Charles G Pringle Foundation Dallas, TX
8 recipients in common
Where this comes from
Grant lines are from Part XV of this foundation's Form 990-PF (XML). The filing names each payee but gives no tax ID, so WHOFUNDS matched payees to the IRS Business Master File. Lines it couldn't match confidently are listed as filed. Method and limits.