2026-03-12T15:47:26-05:00 2025-12-31 050409384 KAHN LITWIN RENZA & CO LTD 300 BRICKSTONE SQUARE 1001 ANDOVER MA 01810 990PF 2025-01-01 042136910 JOSEPHINE G RUSSELL TRUST C/O MARSHA E RICH ESQ JOSE 9786870156 9 BARTLET STREET 343 ANDOVER MA 01810 MARSHA E RICH ESQ TRUSTEE 9786870156 2026-03-09 1 TRACY DESCOTEAUX P00577006 9789702900 2026-03-09 2025 2025-03-06 01:10:19Z X 10826683 X X 87651 87651 303772 303772 272473 1674566 272473 663896 663896 37500 18750 18750 12587 6294 6293 24916 12458 12458 26558 13279 13279 2920 2920 0 6908 6908 0 360 180 180 82014 78385 3630 193763 139174 54590 406125 406125 599888 139174 460715 64008 524722 168021 156461 156461 34118 0 25346 34118 34118 103308 103308 106185 7166293 7072730 8754942 1558047 1718406 1774977 9021015 9085023 10826683 0 0 X 3042994 3042994 0 0 5978021 6042029 9021015 9085023 9021015 9085023 9021015 64008 0 9085023 0 9085023 PUBLICALLY TRADED SECURITIES P 246849 267942 -21093 -21093 PUBLICALLY TRADED SECURITIES P 1427717 1134151 293566 293566 272473 7294 0 7294 0 7294 5600 0 0 0 5600 0 1694 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A MARSHA E RICH ESQ 9786870156 9 BARTLET STREET 343 ANDOVER MA 01810 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARSHA E RICH ESQ 9 BARTLET STREET 343 ANDOVER MA 01810 TRUSTEE 10.00 7500 0 0 EILEEN M KHOURY PO BOX 5627 SALISBURY MA 01952 TRUSTEE 10.00 7500 0 0 JOHN T POLLANOESQ 280B MERRIMACK STREET METHUEN MA 01844 TRUSTEE 10.00 7500 0 0 REV CHRISTOPHER CASEY 22 PLYMOUTH STREET METHUEN MA 01844 TRUSTEE 10.00 7500 0 0 MATTHEW A KRAUNELIS 61 COX LANE METHUEN MA 01844 TRUSTEE 10.00 7500 0 0 NONE 0 NONE 0 0 10167555 192259 0 10359814 0 0 10359814 155397 10204417 510221 510221 7294 7294 502927 0 502927 0 502927 460715 0 460715 502927 293596 0 0 460715 293596 0 0 167119 0 0 0 0 0 0 0 0 335808 0 0 0 TRUSTEES 9 BARTLET STREET SUITE 343 ANDOVER MA 01810 9786870156 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. STATEMENT SHOWING THE DIRECT BENEFIT TO THE INDIGENT AGED PEOPLE OR TO THE DESERVING POOR OF THE CITY OF LAWRENCE. 6. COPY OF THE MOST RECENT TAX-EXEMPT STATUS LETTER FROM THE INTERNAL REVENUE SERVICE, EVIDENCING SECTION 501(C)(3) STATUS. 7. FEDERAL EMPLOYER IDENTIFICATION NUMBER. 8. MUST SPECIFY THE NUMBER OF LAWRENCE RESIDENTS WHO WILL BE SERVED BY THE GRANT. 9. ANY OTHER INFORMATION WHICH THE APPLICANT BELIEVES WILL BE HELPFUL TO THE TRUSTEES IN PROCESSING THE APPLICATION. JANUARY 31 FOR THE YEAR FOR WHICH THE GRANTS ARE REQUESTED. 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 THE AMOUNT SPENT FOR THE PURPOSES FOR WHICH THE GRANT WAS MADE. FUTURE GRANT REQUESTS FROM ORGANIZATIONS WHICH DO NOT COMPLY WITH THIS REQUIREMENT WILL NOT BE CONSIDERED BY THE TRUSTEES. LAZARUS HOUSE 48 HOLY STREET LAWRENCE MA 01841 NONE NC CHARITY 35000 BLESSED STEPHEN BELLESINI OSA ACADEMY 94 BRADFORD STREET LAWRENCE MA 01840 NONE NC EDUCATION 12500 THE COMMUNITY GROUP 190 HAMPSHIRE ST LAWRENCE MA 01840 NONE NC EDUCATION 5000 BEYOND SOCCER 280 MERRIMACK STREET LAWRENCE MA 01843 NONE NC CHARITY 5000 BOYS & GIRLS CLUB OF LAWRENCE 136 WATER STREET LAWRENCE MA 01841 NONE NC CHARITY 15000 BREAD & ROSES HERITAGE COMMITTEE 58 NEWBURY STREET LAWRENCE MA 01843 NONE NC CHARITY 2500 BROOKS SCHOOL 1160 GREAT POND ROAD NORTH ANDOVER MA 01845 NONE NC EDUCATION 12000 CENTRAL CATHOLIC HIGH SCHOOL 300 HAMPSHIRE STREET LAWRENCE MA 01841 NONE NC EDUCATION 15000 COMMUNITY GIVING TREE 572B MAIN STREET BOXFORD MA 01921 NONE NC CHARITY 7000 COMMUNITY IN ROADS 190 ACADEMY ROAD NORTH ANDOVER MA 01845 NONE NC CHARITY 7000 ESPERANZA ACADEMY 198 GARDEN STREET LAWRENCE MA 01840 NONE NC EDUCATION 10000 FAMILY SERVICE INC (ESTEEM) 430 NORTH CANAL STREET LAWRENCE MA 01840 NONE NC HEALTH 8000 FAMILY SERVICE INC (SAMARITANS) 430 NORTH CANAL STREET LAWRENCE MA 01840 NONE NC HEALTH 5000 FOOD FOR THE WORLD INC 516 ESSEX STREET LAWRENCE MA 01841 NONE NC CHARITY 25000 GREATER LAWRENCE COMMUNITY BOATING PROGRAM 1 EATON STREET LAWRENCE MA 01843 NONE NC CHARITY 20000 GROUNDWORK LAWRENCE 60 ISLAND STREET LAWRENCE MA 01840 NONE NC CHARITY 20000 THE JOEY FOURNIER FOUNDATION 45 CASTLEMERE PL NORTH ANDOVER MA 01845 NONE NC CHARITY 5000 LAWRENCE CATHOLIC ACADEMY 101 PARKER STREET LAWRENCE MA 01843 NONE NC EDUCATION 5000 LAWRENCE COMMUNITY WORKS 168 NEWBURY STREET LAWRENCE MA 01840 NONE NC EDUCATION 5000 LAWRENCE GENERAL HOSPITAL 1 GENERAL STREET LAWRENCE MA 01842 NONE NC HEALTH 40000 LAWRENCE HISTORY CENTER 6 ESSEX STREET LAWRENCE MA 01840 NONE NC EDUCATION 3000 MARY IMMACULATE HEALTHCARE SERVICES 172 LAWRENCE STREET LAWRENCE MA 01841 NONE NC HEALTH 7500 MERRIMACK VALLEY DREAM CENTER 60 ISLAND STREET LAWRENCE MA 01840 NONE NC CHARITY 2500 MERRIMACK VALLEY FOOD BANK INC 735 BROADWAY STREET LOWELL MA 01854 NONE NC CHARITY 10000 MERRIMACK VALLEY IMMIGRANT EDUCATION CENTER 439 S UNION STREET BLDG 2 BASEMENT LAWRENCE MA 01843 NONE NC CHARITY 5000 NEIGHBORS IN NEED 60 ISLAND STREET SUITE 214 LAWRENCE MA 01840 NONE NC CHARITY 20000 NOTRE DAME CRISTO REY HIGH SCHOOL 203 LAWRENCE STREET METHUEN MA 01844 NONE NC EDUCATION 25000 PARTNERS IN CHILD DEVELOPMENT 130 PARKER STREET LAWRENCE MA 01840 NONE NC EDUCATION 15000 PHILLIPS ACADEMY 7 CHAPEL AVE ANDOVER ME 01810 NONE NC EDUCATION 7500 TEACH FOR AMERICA MASSACHUSETTS 60 CANAL STREET 5TH FLOOR BOSTON MA 02114 NONE NC EDUCATION 5000 WINDRUSH FARM THERAPERTIC EQUITATION INC 30 BROOKVIEW ROAD BOXFORD MA 01921 NONE NC CHARITY 7500 YMCA MERRIMACK VALLEY 360 MERRIMACK STREET LAWRENCE MA 01843 NONE NC CHARITY 6000 HILLSIDE CEMETRY ASSN 738 JOHN STARK HW SOUTH WEARE NH 03281 NONE NC CHARITY 25 TRUSTEES OF WEARE PUBLIC LIBRARY 10 PAIGE MEMORIAL HW WEARE NH 03281 NONE NC CHARITY 100 NOTRE DAME EDUCATION CENTER 354 MERRIMACK STREET UNIT 210 LAWRENCE MA 01843 NONE NC EDUCATION 10000 GREATER LAWRENCE FAMILY HEALTH CENTER 401 GRIFFIN BROOK DRIVE METHUEN MA 01844 NONE NC HEALTH 8000 SI SE PUEDE UNKNOWN LAWRENCE MA 01840 NONE NC CHARITY 5000 ST GEORGE ANTIOCHIAN ORTHODOX CHURCH 8 LOWELL STREET LAWRENCE MA 01840 NONE NC CHARITY 10000 406125 0 14 87651 14 303772 18 272473 0 663896 0 663896 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 26558 13279 13279 CORPORATE BONDS 1718406 1774977 CORPORATE STOCK 7072730 8754942 103308 106185 0 0 LEGAL FEES 24916 12458 12458 FILING FEES 2715 1357 1358 INVESTMENT FEES 77028 77028 0 OFFICE EXPENSE 317 0 318 POSTAGE 167 0 167 INSURANCE 1427 0 1427 PUBLICATIONS 360 0 360 FOREIGN TAXES IN DIVIDENDS 25 25 0 FEDERAL TAXES 6883 6883 0