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Nonprofit · EIN 02-6169033

H LAWRENCE JODREY TR

Tax-exempt · GLOUCESTER, MA 01930

Financials

$58K$53K2025
Revenue Expenses · by fiscal year end
Financials of H LAWRENCE JODREY TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$58,320$52,655$5,665$645,449$0$645,449
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$23,752
Net gain from sales of assets
$30,003
Other income
$4,565

Expenses

Grants and similar amounts paid
$39,200
Compensation of officers, directors and key employees
$11,041
Disbursements for charitable purposes
$43,616
Excise tax on investment income
$639

Balance sheet and other

Total assets, start of year
$639,785
Total assets, end of year
$645,449
Total liabilities, end of year
$0
Net assets, end of year
$645,449
Fair market value of assets
$994,867
Qualifying distributions
$43,616
Net investment income
$53,755

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
CAPE ANN SAVINGS BANK
109 MAIN STREET, GLOUCESTER, MA 01930
TRUSTEE1$11,041

Address and contacts

Address (IRS master file)
109 MAIN ST, GLOUCESTER, MA 01930-5701
In care of
% CAPE ANN SAVINGS BANK TTEE
Signed the 990-PF
CAPE ANN SAVINGS BANK, TRUSTEE
Phone
(978) 283-7079
Return prepared by
DELOITTE TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025Check at the IRS
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
02-6169033
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$645,449
Income (IRS master file)
$134,399

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$58,320$52,655$645,449IRS
990-PFDecember 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 02-6169033).

Questions about H LAWRENCE JODREY TR

What is the EIN of H LAWRENCE JODREY TR?
The employer identification number (EIN) of H LAWRENCE JODREY TR is 02-6169033.
Is H LAWRENCE JODREY TR tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does H LAWRENCE JODREY TR file?
Form 990-PF. Private foundations file every year.
When is the next return of H LAWRENCE JODREY TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did H LAWRENCE JODREY TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of H LAWRENCE JODREY TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $11,041 (CAPE ANN SAVINGS BANK, TRUSTEE).
How much revenue does H LAWRENCE JODREY TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $58,320, expenses of $52,655 and total assets of $645,449 at year end.

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