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Nonprofit · EIN 04-2136910

JOSEPHINE G RUSSELL TRUST

Tax-exempt · ANDOVER, MA 01810

Financials

$434K$641K2023$538K$657K2024$664K$600K2025
Revenue Expenses · by fiscal year end
Financials of JOSEPHINE G RUSSELL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$663,896$599,888$64,008$9,085,023$0$9,085,023
December 31, 2024990-PF$538,378$656,997-$118,619$9,021,015$0$9,021,015
December 31, 2023990-PF$433,578$640,764-$207,186$9,139,634$0$9,139,634
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$303,772
Interest
$87,651
Net gain from sales of assets
$272,473

Expenses

Grants and similar amounts paid
$406,125
Compensation of officers, directors and key employees
$37,500
Salaries, compensation and benefits (total)
$12,587
Disbursements for charitable purposes
$460,715
Excise tax on investment income
$7,294

Balance sheet and other

Total assets, start of year
$9,021,015
Total assets, end of year
$9,085,023
Total liabilities, end of year
$0
Net assets, end of year
$9,085,023
Fair market value of assets
$10,826,683
Qualifying distributions
$460,715
Net investment income
$663,896

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
MARSHA E RICH ESQ
9 BARTLET STREET 343, ANDOVER, MA 01810
TRUSTEE10$7,500
EILEEN M KHOURY
PO BOX 5627, SALISBURY, MA 01952
TRUSTEE10$7,500
JOHN T POLLANOESQ
280B MERRIMACK STREET, METHUEN, MA 01844
TRUSTEE10$7,500
REV CHRISTOPHER CASEY
22 PLYMOUTH STREET, METHUEN, MA 01844
TRUSTEE10$7,500
MATTHEW A KRAUNELIS
61 COX LANE, METHUEN, MA 01844
TRUSTEE10$7,500
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
MARSHA E RICH ESQ
9 BARTLET STREET 343, ANDOVER, MA 01810
TRUSTEE10$7,500
EILEEN M KHOURY
PO BOX 5627, SALISBURY, MA 01952
TRUSTEE10$7,500
JOHN T POLLANOESQ
280B MERRIMACK STREET, METHUEN, MA 01844
TRUSTEE10$7,500
REV CHRISTOPHER CASEY
22 PLYMOUTH STREET, METHUEN, MA 01844
TRUSTEE10$7,500
MATTHEW A KRAUNELIS
61 COX LANE, METHUEN, MA 01844
TRUSTEE10$7,500
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
MARSHA E RICH ESQ
9 BARTLET STREET 343, ANDOVER, MA 01810
TRUSTEE10$7,500
EILEEN M KHOURY
PO BOX 5627, SALISBURY, MA 01952
TRUSTEE10$7,500
JOHN T POLLANOESQ
280B MERRIMACK STREET, METHUEN, MA 01844
TRUSTEE10$7,500
REV CHRISTOPHER CASEY
22 PLYMOUTH STREET, METHUEN, MA 01844
TRUSTEE10$7,500
MATTHEW A KRAUNELIS
61 COX LANE, METHUEN, MA 01844
TRUSTEE10$7,500

Address and contacts

Address (IRS master file)
9 BARTLET STREET 343, ANDOVER, MA 01810-3655
In care of
%
Signed the 990-PF
MARSHA E RICH ESQ, TRUSTEE
Phone
(978) 687-0156
Return prepared by
KAHN LITWIN RENZA & CO LTD

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, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-2136910
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1972
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$9,085,023
Income (IRS master file)
$2,065,989

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$663,896$599,888$9,085,023XML
990-PFDecember 2024$538,378$656,997$9,021,015XML
990-PFDecember 2023$433,578$640,764$9,139,634XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 04-2136910).

Questions about JOSEPHINE G RUSSELL TRUST

What is the EIN of JOSEPHINE G RUSSELL TRUST?
The employer identification number (EIN) of JOSEPHINE G RUSSELL TRUST is 04-2136910.
Is JOSEPHINE G RUSSELL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
Are donations to JOSEPHINE G RUSSELL TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOSEPHINE G RUSSELL TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of JOSEPHINE G RUSSELL TRUST 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 JOSEPHINE G RUSSELL TRUST 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 JOSEPHINE G RUSSELL TRUST?
The 990-PF for the year ended December 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $7,500 (MARSHA E RICH ESQ, TRUSTEE).
How much revenue does JOSEPHINE G RUSSELL TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $663,896, expenses of $599,888 and total assets of $9,085,023 at year end.

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