Helen and George Ladd Charitable 0720995

BOSTON, MA EIN: 04-2767890

Helen and George Ladd Charitable 0720995 is a family foundation based in Boston, Massachusetts. Established in 1984, the organization operates as a charitable corporation focused on supporting nonprofit work in education and human services.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$8.2M

+18.8% YoY

Annual Giving

$507K

-0.1% YoY

Grant Count

-8.9% YoY

Avg Grant Size

$10K

+9.7% YoY

Under IRS private-foundation payout rules, Helen and George Ladd Charitable 0720995 reported a distributable amount of $727K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's giving priorities center on:

Education — including science teacher support and STEM education
Human Services
Philanthropy, Voluntarism & Grantmaking

Grantmaking

The foundation primarily funds organizations in Maine, New Hampshire, and New York.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maine $1.9M (85%)

New York $310K (14%)

New Hampshire $15K (1%)

Massachusetts $5K (0%)

States

Massachusetts Maine New Hampshire New York

Cities

AndoverAuburnAugustaBathBostonBuffaloCamdenCascoConcordDoverfoxcroftEastportEllsworthFairfaxFalmouthFarmingtonFreeportGardinerLeedsLewistonLivermore

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$8,177,180	$6,883,302	$6,721,635
Revenue	$1,927,091	$783,373	$798,974
Expenses	$633,213	$622,388	$614,191
Qualifying Distributions	$529,684	$532,856	$544,192
Net Investment Income	$1,862,792	$713,532	$724,525
Distributable Amount	$727,047	$663,270	$659,108

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

250 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Town of Wayne Maine ($106,670), Skidmore College New York ($61,000), Bates College Maine ($57,000).

Recipient	Purpose	Amount
A COMPANY OF GIRLS PORTLAND, ME	GENERAL FUND	$2,500
ANDROSCOGGIN HOME CARE AND HOSPICE LEWISTON, ME	GENERAL FUND	$5,000
ARTHRITIS FOUNDATION CONCORD, NH	GENERAL FUND	$50
BATES COLLEGE MAINE LEWISTON, ME	GENERAL FUND/REBUILDING TOGETHER	$57,000
CAMP SUNSHINE CASCO, ME	GENERAL FUND	$6,000
CAMP SUSAN CURTIS STONEHAM, ME	GENERAL FUND	$5,000
CATHOLIC CHARITIES MAINE SEARCH AUBURN, ME	GENERAL FUND	$15,000
CHILDRENS DISCOVERY MUSEUM AUGUSTA, ME	GENERAL FUND	$2,000
COBSCOOK COMMUNITY LEARNING CENTER LUBEC, ME	GENERAL FUND	$10,000
CODA CHORUS WINTHROP, ME	GENERAL FUND	$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JOHN D LADD	PRESIDENT/DIRECTOR	—	—
WILLIAM L LADD	VICE PRESIDENT/DIRECTOR	—	—
G MICHAEL LADD	VICE PRESIDENT/DIRECTOR	—	—
DEBORAH MANUS	TREASURER/SECRETARY/DIRECTOR	—	—
JOHN MCBRINE	ASST TREASURER/ASST SECRETARY/DIRECTOR	—	—

Contact Information

Mailing Address: PO Box 5140 Boston, MA 02205 United States

Phone: 617-439-2637

Legal Address: c/o Nutter McClennen & Fish LLP 155 Seaport Blvd Boston, MA 02205

Frequently Asked Questions

What does Helen and George Ladd Charitable 0720995 fund?

The foundation's giving priorities center on: • **Education** — including science teacher support and STEM education • **Human Services** • **Philanthropy, Voluntarism & Grantmaking**

How do I apply for a grant from Helen and George Ladd Charitable 0720995?

**Financial Capacity:** • Total assets: $8,177,180 • Total annual giving: $507,070 • Typical grant awards range from $50 to $106,670 **Geographic Focus:** The foundation primarily funds organizations in Maine, New Hampshire, and New York.

What size grants does Helen and George Ladd Charitable 0720995 award?

In 2024, Helen and George Ladd Charitable 0720995 awarded 51 grants totaling $507K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Helen and George Ladd Charitable 0720995 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen and George Ladd Charitable 0720995 reported a distributable amount of $727K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Helen and George Ladd Charitable 0720995's EIN?

Helen and George Ladd Charitable 0720995's EIN (Employer Identification Number) is 04-2767890. IRS Form 990 filing data is available on this page for 2020–2024.