Dr Joseph J Lawrence Trust

Greenwich, CT
Tax-exempt since June 1953
EIN: 95-6093764

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$71.1k (2024)

Expenses

$66.6k (2024)

Total Assets

$322k (2024)

Total Liabilities

$4.6k (2024)

Years with missing data

Source: Form 990 tax filings from 2009 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$71,052

Expenses

$66,556

Net Income

$4,496

Net Assets

$317,477

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,038	2.9%
Dividends	$3,496	4.9%
Sales of Assets	$635	0.9%
Other Income	$64,883	91.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,556	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$322,073
Total Liabilities	$4,596
Net Assets	$317,477

Compensation

Key Employees and Officers	Compensation	Other
Diana Serrell (Trustee)	$0	$0
Lisa Groeninger (Trustee)	$0	$0

990-PF

Filed on July 21, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$64,024

Expenses

$4,787

Net Income

$59,237

Net Assets

$312,981

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$742	1.2%
Dividends	$3,506	5.5%
Sales of Assets	-$4,371
Other Income	$64,147	> 100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,787	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$317,577
Total Liabilities	$4,596
Net Assets	$312,981

Compensation

Key Employees and Officers	Compensation	Other
Diana Serrell (Trustee)	$0	$0

990-PF

Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$110,152

Expenses

$60,212

Net Income

$49,940

Net Assets

$335,176

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,800	2.5%
Interest Revenue	$7	0.0%
Dividends	$1,955	1.8%
Sales of Assets	$35,127	31.9%
Other Income	$70,263	63.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,212	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$335,176
Total Liabilities	$0
Net Assets	$335,176

Compensation

Key Employees and Officers	Compensation	Other
Diana Serrell (Trustee)	$0	$0

990-PF

Filed on May 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$57,339

Expenses

$64,739

Net Income

-$7,400

Net Assets

$285,235

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,000	7.0%
Interest Revenue	$10	0.0%
Dividends	$1,833	3.2%
Sales of Assets	$0
Other Income	$65,009	> 100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,739	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$285,236
Total Liabilities	$1
Net Assets	$285,235

Compensation

Key Employees and Officers	Compensation	Other
Diana Serrell (Trustee)	$0	$0

990-PF

Filed on Sept. 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$71,464

Expenses

$60,614

Net Income

$10,850

Net Assets

$292,635

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,066	4.3%
Interest Revenue	$277	0.4%
Dividends	$3,081	4.3%
Sales of Assets	$4,711	6.6%
Other Income	$60,329	84.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,614	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$292,636
Total Liabilities	$1
Net Assets	$292,635

Compensation

Key Employees and Officers	Compensation	Other
Diana Serrell (Trustee)	$0	$0

990-PF

Filed on Sept. 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$75,152

Expenses

$69,398

Net Income

$5,754

Net Assets

$281,786

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,200	4.3%
Interest Revenue	$323	0.4%
Dividends	$3,095	4.1%
Sales of Assets	$8,189	10.9%
Other Income	$60,345	80.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,398	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$281,786
Total Liabilities	$0
Net Assets	$281,786

Compensation

Key Employees and Officers	Compensation	Other
Diana Serrell (Trustee)	$0	$0

990-PF

Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$69,010

Expenses

$71,761

Net Income

-$2,751

Net Assets

$276,032

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$108	0.2%
Dividends	$2,874	4.2%
Sales of Assets	$5,421	7.9%
Other Income	$60,607	87.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,761	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$276,032
Total Liabilities	$0
Net Assets	$276,032

Compensation

Key Employees and Officers	Compensation	Other
Diana Serrell (Trustee)	$0	$0

990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$70,692

Expenses

$78,392

Net Income

-$7,700

Net Assets

$278,783

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,333	4.7%
Interest Revenue	$7	0.0%
Dividends	$3,298	4.7%
Sales of Assets	$122	0.2%
Other Income	$63,932	90.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,392	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$278,783
Total Liabilities	$0
Net Assets	$278,783

Compensation

Key Employees and Officers	Compensation	Other
Diana Serrell (Trustee)	$0	$0

990-PF

Filed on May 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$59,003

Expenses

$56,628

Net Income

$2,375

Net Assets

$286,483

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,571	4.4%
Interest Revenue	$9	0.0%
Dividends	$3,240	5.5%
Sales of Assets	-$6,362
Other Income	$59,545	> 100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,628	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$286,483
Total Liabilities	$0
Net Assets	$286,483

Compensation

Key Employees and Officers	Compensation	Other
Diana Serrell (Trustee)	$0	$0

990-PF

Filed on May 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$84,908

Expenses

$74,983

Net Income

$9,925

Net Assets

$281,106

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,500	2.9%
Interest Revenue	$11	0.0%
Dividends	$6,477	7.6%
Sales of Assets	$6,072	7.2%
Other Income	$69,848	82.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,000	92.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$281,106
Total Liabilities	$0
Net Assets	$281,106

Compensation

Key Employees and Officers	Compensation	Other
Diana Serrell (Trustee)	$0	$0

990-PF

Filed on Sept. 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$54,953

Expenses

$57,100

Net Income

-$2,147

Net Assets

$274,185

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,512	10.0%
Sales of Assets	-$8,026
Other Income	$57,467	> 100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,100	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$274,185
Total Liabilities	$0
Net Assets	$274,185

Compensation

Key Employees and Officers	Compensation	Other
Diana Serrell (Trustee)	$0	$0

990-PF

Filed on May 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$63,017

Expenses

$57,432

Net Income

$5,585

Net Assets

$276,332

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,055	9.6%
Sales of Assets	$421	0.7%
Other Income	$56,541	89.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,000	88.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$276,332
Total Liabilities	$0
Net Assets	$276,332

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$58,943

Expenses

$59,899

Net Income

-$956

Net Assets

$270,747

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$52	0.1%
Dividends	$0
Sales of Assets	$0
Other Income	$58,891	99.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,000	83.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$270,747
Total Liabilities	$0
Net Assets	$270,747

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Revenue

$43,112

Expenses

$40,747

Net Income

$2,365

Net Assets

$270,328

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$222	0.5%
Dividends	$0
Sales of Assets	$0
Other Income	$42,890	99.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,600	84.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$270,328
Total Liabilities	$0
Net Assets	$270,328

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated January 26, 2026

Dr Joseph J Lawrence Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $71.1k (2024)

Expenses $66.6k (2024)

Total Assets $322k (2024)

Total Liabilities $4.6k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$71.1k (2024)

Expenses

$66.6k (2024)

Total Assets

$322k (2024)

Total Liabilities

$4.6k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001