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· Private foundation

Josephine G Russell Trust

Its FY2025 filing reports that it accepted unsolicited grant applications.

$406k
Granted FY2025still arriving
38
Grants FY2025still arriving
3
States reached
$40k
Largest
01What it funds
0195% 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
02FY2025 · 38 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k22 grants · $112k
  • $10k–50k16 grants · $295k
$7,500
Median grant
3
States reached
$9.1M
Total assets
Largest grants
RecipientAmount
LAWRENCE GENERAL HOSPITAL$40,000
LAZARUS HOUSE$35,000
NOTRE DAME CRISTO REY HIGH SCHOOL$25,000
FOOD FOR THE WORLD INC$25,000
GROUNDWORK LAWRENCE$20,000
NEIGHBORS IN NEED$20,000
GREATER LAWRENCE COMMUNITY BOATING PROGRAM$20,000
BOYS & GIRLS CLUB OF LAWRENCE$15,000
PARTNERS IN CHILD DEVELOPMENT$15,000
CENTRAL CATHOLIC HIGH SCHOOL$15,000
BLESSED STEPHEN BELLESINI OSA ACADEMY$12,500
BROOKS SCHOOL$12,000
ESPERANZA ACADEMY$10,000
NOTRE DAME EDUCATION CENTER$10,000
MERRIMACK VALLEY FOOD BANK INC$10,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–25, $199k) land where the poverty rate runs at 10%, against an area that typically sits at 8%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 8%CATIE'S CLOSET: $5k → 8%CATIE'S CLOSET: $5k → 8%CATIE'S CLOSET: $5k → 8%FIDELITY HOUSE INC: $6k → 10%FIDELITY HOUSE INC: $6k → 10%FIDELITY HOUSE INC: $6k → 10%FIDELITY HOUSE INC: $6k → 10%PROFESSIONAL CENTER FOR CHILD DEVELOPMENT: $15k → 10%PARTNERS IN CHILD DEVELOPMENT: $15k → 10%PROFESSIONAL CENTER FOR CHILD DEVELOPMENT: $15k → 10%PARTNERS IN CHILD DEVELOPMENT: $15k → 10%PROFESSIONAL CENTER FOR CHILD DEVELOPMENT: $10k → 10%PROFESSIONAL CENTER FOR CHILD DEVELOPMENT: $10k → 10%PROFESSIONAL CENTER FOR CHILD DEVELOPMENT: $10k → 10%PROFESSIONAL CENTER FOR CHILD DEVELOPMENT: $10k → 10%FAMILY SERVICE INC (ESTEEM): $8k → 10%FAMILY SERVICE INC (ESTEEM): $8k → 10%PROFESSIONAL CENTER FOR CHILD DEVELOPMENT: $8k → 10%MERRIMACK VALLEY DREAM CENTER: $3k → 10%MERRIMACK VALLEY DREAM CENTER: $3k → 10%MERRIMACK VALLEY DREAM CENTER: $3k → 10%COMMUNITY GIVING TREE: $7k → 10%COMMUNITY GIVING TREE: $7k → 10%COMMUNITY GIVING TREE: $7k → 10%COMMUNITY GIVING TREE: $7k → 10%COMMUNITY GIVING TREE: $2k → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

99%of every dollar goes to organizations it has funded before.
$4.0M · 70 repeat orgs$37k to everyone else

70 repeat relationships: 37 still active in FY2025, 33 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

70
6

Total granted

$4.0M
$37k

Median revenue growth · since first grant

+47%
+48%

Still filing today

60%
17%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $100 went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
EducationHuman ServicesHealthFood & NutritionHousing & ShelterRecreation & SportsOther
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.

Backed again, and grew

  • Lawrence General Hospital
    9× · 2017–2025 · $385k · revenue +47%
  • LAZARUS HOUSE INC
    9× · 2017–2025 · $310k · revenue +14%
  • GL
    GREATER LAWRENCE COMMUNITY BOATING PROGRAM INC
    9× · 2017–2025 · $172k · revenue +13%

Funded once

  • CI
    CLASS INC
    one grant, 2017 · $10k · revenue +2%
  • FS
    FAMILY SERVICE INC (YOUTH DEVELOPMENT)
    one grant, 2023 · $8k
  • FS
    FAMILY SERVICE INC (ARISE LIFE SKILLS PROGRAM)
    one grant, 2019 · $8k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Lawrence Extended Day Program Inc

Provide after school educational programs to students of the Lawrence School in Brookline MA

Human Services
2
Massachusetts Education & Career Opportunities Inc

Massachusetts education and career opportunities, inc. (massedco, inc.) is a statewide network of service sites that provides education and career advising to over 12,000 low-income, first generation individuals each year. massedco…

Education
3
Merrimack Valley Day Care Service

Daycare services

—
4
Lexington Playcare Center Inc

LPC's mission is to help children become good friends, proficient problem solvers, creative risk takers, and self-governing, accepting classmates. We want them to be as self-sufficient and independent as they can be based on their age and…

Human Services
5
Laboure College of Healthcare Inc

Laboure college provides high-quality education and prepares women and men for careers in nursing and allied health fields.

—
6
Massachusetts Affordable Housing Alliance Inc

Maha breaks down barriers facing first-time and first-generation home buyers and owners through education, counseling, advocacy, and grassroots organizing.

Housing & Shelter
7
Massachusetts Legal Assistance Corp

The massachusetts legal assistance corporation provides leadership and support to improve civil legal services to low-income people in massachusetts through collaboration with the legal services community, the legislature, the public, the…

Crime & Legal
8
Act Lawrence Inc

Our mission is to work to achieve social and economic justice by empowering low to moderate income populations in lawrence, ma through shared values of inclusiveness and collaboration to reclaim a voice for lawrence and advocate…

Community Improvement
9
Leander House Inc

Assist people with disabilities

Health
10
Massachusetts Fair Housing Center Inc

Mfhc is committed to ending systemic housing discrimination and creating inclusive communities through education, outreach, advocacy, housing counseling and enforcement.

Housing & Shelter
11
New England Resident Service Coordinators Inc

Resident Service Coordinators are professionals who serve elders, youth and families in their housing communities. NERSC provides training & professional development, including on-line courses for Resident Service Coordinators and housing…

Housing & Shelter
12
Lawrence School

Teach students using diverse learning strategies, ignite their potential and inspire academic, personal and social success

—
How this is measured
The grantee most central to the portfolio’s shape is Greater Lawrence Community Action Council Inc; the most unlike its peers is Immigrant City Archives. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

44 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 44 of the 77 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
16
Early backer (in before they grew)
43/44
Grantees still filing
33/44
Grew since first funded

Where the money sits, by cause and then by grantee

FOOD FOR THE WORLD INC: $173,000 · OtherFOOD FOR THE WORLD INCGREATER LAWRENCE COMMUNITY BOATING PROGRAM INC: $172,000 · OtherGREATER LAWRENCE COMMUNITY BOATING PROGRAM INCCENTRAL CATHOLIC HIGH SCHOOL OF LAWRENCE INC: $139,000 · OtherCENTRAL CATHOLIC HIGH SCHOOL OF LAWRENCE INCBOYS & GIRLS CLUB OF LAWRENCE: $102,000 · OtherNOTRE DAME HIGH SCHOOL: $92,500 · OtherBELLESINI OSA ACADEMY: $90,500 · OtherBREAD & ROSES HOUSING INC: $74,000 · OtherEssex Art Center Inc: $85,000 · OtherCommunities Together Inc: $79,500 · OtherAppalachian Mountain Club: $71,000 · Other+44 more: $985,125 · Other+44 moreLawrence General Hospital: $385,000 · HealthLawrence Gene…GREATER LAWRENCE FAMILY HEALTH CENTER INC: $69,500 · HealthGREATER LAWRE…EASTER SEALS MASSACHUSETTS INC: $30,000 · HealthEASTER SEALS …+1 more: $4,000 · HealthNOTRE DAME CRISTO REY HIGH SCHOOL INC: $125,000 · EducationNOTRE DAME …BROOKS SCHOOL: $108,000 · EducationBROOKS SCHO…ESPERANZA ACADEMY INC: $68,000 · EducationESPERANZA A…Teach for America Inc: $34,000 · EducationTeach for A…Immigrant City Archives: $26,000 · EducationImmigrant C…Blessed Stephen Bellesini OSA Academy Inc: $25,000 · EducationBlessed Ste…TRUSTEES OF PHILLIPS ACADEMY: $24,000 · EducationTRUSTEES OF…LAZARUS HOUSE INC: $310,000 · Housing & ShelterLAZARUS HO…ESSEX COUNTY HABITAT FOR HUMANITY INC: $45,500 · Housing & ShelterESSEX COUN…NEIGHBORS IN NEED INC: $160,000 · Food & NutritionNEIGHBORS…BREAD & ROSES INC: $101,500 · Food & NutritionBREAD & R…MERRIMACK VALLEY FOOD BANK INC: $66,000 · Food & NutritionMERRIMACK…PARTNERS IN CHILD DEVELOPMENT INC: $108,000 · Human ServicesCOMMUNITY GIVING TREE INC: $30,000 · Human ServicesFIDELITY HOUSE INC: $22,000 · Human ServicesFAMILY SERVICES OF THE MERRIMACK VALLEY INC: $16,000 · Human ServicesCatie's Closet Inc: $15,000 · Human ServicesMERRIMACK VALLEY DREAM CENTER INC: $7,500 · Human ServicesGroundwork Lawrence Inc: $160,000 · Community Improvement
Other$2,063,625Health$488,500Education$410,000Housing & Shelter$355,500Food & Nutrition$327,500Human Services$198,500Community Improvement$160,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

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
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds Lawrence General Hospital ↗
  • Who funds LAZARUS HOUSE INC ↗
  • Who funds GREATER LAWRENCE COMMUNITY BOATING PROGRAM INC ↗
  • Who funds Groundwork Lawrence Inc ↗
  • Who funds NEIGHBORS IN NEED INC ↗
  • Who funds CENTRAL CATHOLIC HIGH SCHOOL OF LAWRENCE INC ↗
  • Who funds NOTRE DAME CRISTO REY HIGH SCHOOL INC ↗
  • Who funds PARTNERS IN CHILD DEVELOPMENT INC ↗
  • Who funds BROOKS SCHOOL ↗
  • Who funds BREAD & ROSES INC ↗
  • Who funds Essex Art Center Inc ↗
  • Who funds Communities Together Inc ↗
  • Who funds BREAD & ROSES HOUSING INC ↗
  • Who funds Appalachian Mountain Club ↗
  • Who funds GREATER LAWRENCE FAMILY HEALTH CENTER INC ↗
  • Who funds ESPERANZA ACADEMY INC ↗
  • Who funds MERRIMACK VALLEY FOOD BANK INC ↗
  • Who funds COMMUNITY INROADS INC ↗
  • Who funds LAWRENCE COMMUNITYWORKS INC ↗
  • Who funds The Notre Dame Education Center-Lawrence Inc ↗
  • Who funds ESSEX COUNTY HABITAT FOR HUMANITY INC ↗
  • Who funds BEYOND SOCCER INC ↗
  • Who funds THE JOEY FOURNIER SERVICES INC ↗
  • Who funds Teach for America Inc ↗
  • Who funds MERRIMACK VALLEY IMMIGRANT & EDUCATION CENTER INC ↗
  • Who funds COMMUNITY GIVING TREE INC ↗
  • Who funds EASTER SEALS MASSACHUSETTS INC ↗
  • Who funds Si Se Puede Inc ↗

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.

How much its grantees rely on government

Each dot is one organization Josephine G Russell Trust funds: left to right is the share of its income from government, bottom to top the share from Josephine G Russell Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 140%6%25%56%100%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 9%
  • Fidelity House Inc: 91% of income from government
  • Easter Seals Massachusetts Inc: 45% of income from government
  • Lawrence General Hospital: 41% of income from government
  • Greater Lawrence Family Health Center Inc: 40% of income from government
  • Partners in Child Development Inc: 31% of income from government
  • Communities Together Inc: 15% of income from government
  • Greater Lawrence Community Action Council Inc: 15% of income from government
  • Family Services of the Merrimack Valley Inc: 11% of income from government
  • Community Day Care Center of Lawrence Inc: 11% of income from government
  • Lawrence Communityworks Inc: 9% of income from government
  • Beyond Soccer Inc: 7% of income from government
  • Catie's Closet Inc: 4% of income from government
  • Merrimack Valley Food Bank Inc: 3% of income from government
  • Neighbors in Need Inc: 3% of income from government
  • Essex Art Center Inc: 3% of income from government
  • Immigrant City Archives: 1% of income from government
  • Appalachian Mountain Club: 1% of income from government
  • Lazarus House Inc: 1% of income from government
  • Central Catholic High School of Lawrence Inc: 0% of income from government
no gov moneyreceives it· size = income
14get no government money at all
9report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

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.

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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