Nonprofit · EIN 95-6093764
DR JOSEPH J LAWRENCE TRUST
Tax-exempt · GREENWICH, CT 06830
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $69,581 | $69,585 | -$4 | $319,332 | $3,500 | $315,832 |
| December 31, 2024 | 990-PF | $71,052 | $66,556 | $4,496 | $322,073 | $4,596 | $317,477 |
| December 31, 2023 | 990-PF | $64,024 | $4,787 | $59,237 | $317,577 | $4,596 | $312,981 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $6,344
- Interest
- $503
- Net gain from sales of assets
- -$519
- Other income
- $63,253
Expenses
- Grants and similar amounts paid
- $60,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $60,500
- Excise tax on investment income
- $848
Balance sheet and other
- Total assets, start of year
- $322,073
- Total assets, end of year
- $319,332
- Total liabilities, end of year
- $3,500
- Net assets, end of year
- $315,832
- Fair market value of assets
- $417,986
- Qualifying distributions
- $60,500
- Net investment income
- $70,100
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANA SERRELL 50 OTTER ROCK DRIVE, GREENWICH, CT 06830 | TRUSTEE | 2 | $0 |
| LISA GROENINGER 30926 STEEPLECHASE DRIVE, SAN JUAN CAPISTRANO, CA 92675 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANA SERRELL 50 OTTER ROCK DRIVE, GREENWICH, CT 06830 | TRUSTEE | 2 | $0 |
| LISA GROENINGER 30926 STEEPLECHASE DRIVE, SAN JUAN CAPISTRANO, CA 92675 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANA SERRELL 50 OTTER ROCK DRIVE, GREENWICH, CT 06830 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 50 OTTER ROCK DR, GREENWICH, CT 06830-7029
- In care of
- % JPMORGAN CHASE BANK
- Signed the 990-PF
- LISA GROENINGER, TRUSTEE
- Phone
- (203) 939-1388
- Return prepared by
- THE INNOVATIVE CPA GROUP LLC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 95-6093764
- 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
- 1953
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $319,332
- Income (IRS master file)
- $88,048
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $69,581 | $69,585 | $319,332 | IRS |
| 990-PF | December 2024 | $71,052 | $66,556 | $322,073 | XML |
| 990-PF | December 2023 | $64,024 | $4,787 | $317,577 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 95-6093764).
Questions about DR JOSEPH J LAWRENCE TRUST
- What is the EIN of DR JOSEPH J LAWRENCE TRUST?
- The employer identification number (EIN) of DR JOSEPH J LAWRENCE TRUST is 95-6093764.
- Is DR JOSEPH J LAWRENCE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
- Are donations to DR JOSEPH J LAWRENCE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DR JOSEPH J LAWRENCE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DR JOSEPH J LAWRENCE 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 DR JOSEPH J LAWRENCE 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 DR JOSEPH J LAWRENCE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does DR JOSEPH J LAWRENCE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $69,581, expenses of $69,585 and total assets of $319,332 at year end.
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