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Massachusetts · Private foundation

Josephine G Russell Trust

Its FY2025 filing reports that it accepted unsolicited grant applications.

$406k
Granted FY2025(still arriving)
38
Grants FY2025
43
Organizations funded FY2024
12%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$7,500
Largest grant, FY2025
$40,000
Organizations funded a year
39 to 47
FY2018 to FY2024
States reached, FY2025
3
Total assets, FY2025
$9.1M
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 12% of the organizations Josephine G Russell Trust funded were first-time grantees, receiving 9% of its grant dollars.

New vs renewed · share of each year

In FY2024, 91% of grant dollars renewed an existing relationship; $41k went to new ones.

50%100%’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23’24
EducationHuman ServicesFood & NutritionPublic BenefitOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving38$406k3%
FY202443$469k12%
FY202343$475k5%
FY202243$492k12%
FY202139$419k15%
FY202045$451k4%
FY201947$441k15%
FY201845$437k11%
95% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Education$919kHealth$617kFood & Nutrition$501kHousing & Shelter$487kHuman Services$335kRecreation & Sports$267kEnvironment$231kYouth Development$162kOther$0

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

Show all 46 grantees
All grantees of Josephine G Russell Trust by total granted
GranteeTotal grantedYearsShare of their budget
Lawrence General Hospital$385,00090%
Lazarus House Inc$310,00090%
Greater Lawrence Community Boating Program Inc$172,00094%
Groundwork Lawrence Inc$160,00091%
Neighbors in Need Inc$160,00087%
Central Catholic High School of Lawrence Inc$139,00090%
Notre Dame Cristo Rey High School Inc$125,00050%
Partners in Child Development Inc$108,00090%
Brooks School$108,00090%
Bread & Roses Inc$101,50073%
Essex Art Center Inc$85,00054%
Communities Together Inc$79,50086%
Bread & Roses Housing Inc$74,00075%
Appalachian Mountain Club$71,00080%
Greater Lawrence Family Health Center Inc$69,50090%
Esperanza Academy Inc$68,00070%
Merrimack Valley Food Bank Inc$66,00070%
Community Inroads Inc$63,00095%
Lawrence Communityworks Inc$57,50080%
The Notre Dame Education Center-Lawrence Inc$47,50051%
Essex County Habitat for Humanity Inc$45,50070%
Beyond Soccer Inc$40,00063%
The Joey Fournier Services Inc$35,000750%
Teach for America Inc$34,00050%
Merrimack Valley Immigrant & Education Center Inc$32,00093%
Community Giving Tree Inc$30,00051%
Lawrence Catholic Academy of Lawrence Massachusetts Inc$30,0003n/a
Easter Seals Massachusetts Inc$30,00080%
Si Se Puede Inc$28,00046%
Immigrant City Archives$26,00091%
Blessed Stephen Bellesini OSA Academy Inc$25,00021%
Lawrence Boys & Girls Club Inc$24,00020%
Trustees of Phillips Academy$24,00030%
Valley Of Hope Shelter And Recovery Inc$23,50030%
Bread and Roses Heritage Committee Inc$22,500922%
Fidelity House Inc$22,00040%
Family Services of the Merrimack Valley Inc$16,00020%
Merrimack Valley Young Men's Christian Association Inc$16,00030%
Catie's Closet Inc$15,00030%
Project Home Again$13,50031%
Community Day Care Center of Lawrence Inc$10,00020%
Class Inc$10,00010%
Merrimack Valley Dream Center Inc$7,50031%
The Barton Center for Diabetes Education$4,00040%
Greater Lawrence Community Action Council Inc$2,50010%
Nevins Family of Services Inc$2,0001n/a

What it could do for these grantees

Plus 31 recipients with no EIN on record ($986k), not named here.

Where it is load-bearing

Josephine G Russell Trust supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 44 largest grantees; load-bearing ones sit top left.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetLawrence General Hospital: $385,000 over 9y, 0.0% of budgetLazarus House Inc: $310,000 over 9y, 0.5% of budgetGreater Lawrence Community Boating Program Inc: $172,000 over 9y, 4.4% of budgetGroundwork Lawrence Inc: $160,000 over 9y, 0.8% of budgetNeighbors in Need Inc: $160,000 over 8y, 6.5% of budgetCentral Catholic High School of Lawrence Inc: $139,000 over 9y, 0.1% of budgetNotre Dame Cristo Rey High School Inc: $125,000 over 5y, 0.4% of budgetPartners in Child Development Inc: $108,000 over 9y, 0.2% of budgetBrooks School: $108,000 over 9y, 0.0% of budgetBread & Roses Inc: $101,500 over 7y, 3.0% of budgetEssex Art Center Inc: $85,000 over 5y, 3.7% of budgetCommunities Together Inc: $79,500 over 8y, 5.8% of budgetBread & Roses Housing Inc: $74,000 over 7y, 4.6% of budgetAppalachian Mountain Club: $71,000 over 8y, 0.0% of budgetGreater Lawrence Family Health Center Inc: $69,500 over 9y, 0.0% of budgetEsperanza Academy Inc: $68,000 over 7y, 0.5% of budgetMerrimack Valley Food Bank Inc: $66,000 over 7y, 0.2% of budgetCommunity Inroads Inc: $63,000 over 9y, 5.1% of budgetLawrence Communityworks Inc: $57,500 over 8y, 0.2% of budgetThe Notre Dame Education Center-Lawrence Inc: $47,500 over 5y, 1.2% of budgetEssex County Habitat for Humanity Inc: $45,500 over 7y, 0.3% of budgetBeyond Soccer Inc: $40,000 over 6y, 3.3% of budgetThe Joey Fournier Services Inc: $35,000 over 7y, 50% of budgetTeach for America Inc: $34,000 over 5y, 0.0% of budgetMerrimack Valley Immigrant & Education Center Inc: $32,000 over 9y, 3.3% of budgetCommunity Giving Tree Inc: $30,000 over 5y, 1.4% of budgetEaster Seals Massachusetts Inc: $30,000 over 8y, 0.0% of budgetSi Se Puede Inc: $28,000 over 4y, 5.5% of budgetImmigrant City Archives: $26,000 over 9y, 1.5% of budgetBlessed Stephen Bellesini OSA Academy Inc: $25,000 over 2y, 0.8% of budgetLawrence Boys & Girls Club Inc: $24,000 over 2y, 0.4% of budgetTrustees of Phillips Academy: $24,000 over 3y, 0.0% of budgetValley Of Hope Shelter And Recovery Inc: $23,500 over 3y, 0.3% of budgetBread and Roses Heritage Committee Inc: $22,500 over 9y, 22% of budgetFidelity House Inc: $22,000 over 4y, 0.0% of budgetFamily Services of the Merrimack Valley Inc: $16,000 over 2y, 0.1% of budgetMerrimack Valley Young Men's Christian Association Inc: $16,000 over 3y, 0.0% of budgetCatie's Closet Inc: $15,000 over 3y, 0.1% of budgetProject Home Again: $13,500 over 3y, 1.5% of budgetCommunity Day Care Center of Lawrence Inc: $10,000 over 2y, 0.0% of budgetClass Inc: $10,000 over 1y, 0.1% of budgetMerrimack Valley Dream Center Inc: $7,500 over 3y, 1.3% of budgetThe Barton Center for Diabetes Education: $4,000 over 4y, 0.0% of budgetGreater Lawrence Community Action Council Inc: $2,500 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 44.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Artemas W Stearns TrustMA72.9× affinity32 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Artemas W Stearns Trust · Rogers Family Foundation · Essex County Community Foundation Inc · Cummings Foundation Grants Inc (Fka Oneworld Boston Inc) · Eastern Bank Foundation · Charles G Pringle Foundation · We Share A Common Thread Foundation Inc · Salem Five Charitable Foundation Inc · Arbella Insurance Foundation · The Saab Family Foundation · Amelia Peabody Foundation · Boston Foundation Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Josephine G Russell Trust with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Josephine G Russell Trust?

Find your warmest path to Josephine G Russell Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Josephine G Russell Trust

How much does Josephine G Russell Trust give?
Josephine G Russell Trust reported 38 grants totaling $406,125 in its FY2025 IRS filing. It funded between 39 and 47 organizations a year over FY2018 to FY2024.
What does Josephine G Russell Trust fund?
By grant dollars over FY2017 to FY2025, its largest causes are Education (23%), Health (15%), Food & Nutrition (13%).
Who are Josephine G Russell Trust's largest grantees?
By total granted over FY2017 to FY2025: Lawrence General Hospital ($385k), Lazarus House Inc ($310k), Greater Lawrence Community Boating Program Inc ($172k).
Does Josephine G Russell Trust fund new organizations?
In FY2024, 12% of the organizations it funded were first-time grantees.
Does Josephine G Russell Trust accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as Josephine G Russell Trust?
Its strongest co-funders, measured against what their size predicts, include Artemas W Stearns Trust, Rogers Family Foundation, Essex County Community Foundation Inc.
Where is Josephine G Russell Trust based?
Josephine G Russell Trust is based in MA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 77 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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