The Edward and Mary Lord Foundation
The Edward and Mary Lord Foundation is a private family foundation based in North Franklin, Connecticut. Established in 1997 as part of the estate plan of Edward and Mary Lord, the foundation was funded in 2009 upon their deaths. It operates as a 501(c)(3) organization and provides charitable grants to nonprofit organizations serving New London County, Connecticut.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$18.4M
-0.7% YoY
Annual Giving
$1.0M
-0.5% YoY
Grant Count
18
-41.9% YoY
Avg Grant Size
$57K
+71.4% YoY
Under IRS private-foundation payout rules, The Edward and Mary Lord Foundation reported a distributable amount of $1.1M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The mission of The Edward and Mary Lord Foundation is to financially support programs and capital projects of local nonprofit organizations serving New London County, Connecticut populations, with particular emphasis on:
- Elderly persons
- Children
- Community health care programs
- Local arts and cultural community
- Local community colleges (endowment and scholarship funding)
The foundation aims to improve the immediate welfare of target populations while making a worthwhile impact on their future welfare and that of the community.
Grantmaking
The foundation made grants totaling $1,021,334 in its most recent fiscal year. Recent grants include:
How to Apply
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Geographic Focus
Where this funder awards grants
The Edward and Mary Lord Foundation focuses its grantmaking on nonprofit organizations serving New London County, Connecticut.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of Fiscal Year Ending October 2024:
- Total Assets: $18,362,382
- Total Revenues: $1,174,533
- Total Expenses: $1,310,681
- Total Giving: $1,021,334
- Number of Employees: 0
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $18,362,382 | $18,498,530 | $19,072,145 |
| Revenue | $1,174,533 | $725,895 | $1,295,529 |
| Expenses | $1,310,681 | $1,299,295 | $1,323,311 |
| Qualifying Distributions | $1,144,016 | $1,137,946 | $1,121,107 |
| Net Investment Income | $1,007,774 | $566,346 | $1,130,461 |
| Distributable Amount | $1,130,126 | $1,069,238 | $1,131,332 |
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
121 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Mitchell College ($400,000), United Community and Family Services Inc ($150,000), Eastern Ct Housing Opportunities ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| EASTERN CT COMMUNITY GARDEN ASSOCIATION NEW LONDON, CT | EDUCATE, PLANT AND MAINTAIN COMMUNITY GARDENS IN EASTERN CT | $10,000 |
| EASTERN CT HOUSING OPPORTUNITIES NEW LONDON, CT | REHAB OF 14 LOW-INCOME HOUSING UNITS IN NORWICH | $100,000 |
| ESTUARY COUNCIL OF SENIORS INC OLD SAYBROOK, CT | PURCHASE FREEZER AND MEAT SLICER FOR FOOD SERVICE PROGRAM FOR ELDERLY | $7,834 |
| EUGENE ONEILL MEMORIAL THEATER CENTER INC WATERFORD, CT | SUPPORT YOUNG PLAYWRIGHTS PROGRAM | $5,000 |
| FRACTURED ATLAS INC NEW YORK, NY | NORWICH ROSE ARTS FESTIVAL | $55,000 |
| JAMES MERRILL HOUSE STONINGTON, CT | ELECTRICAL UPGRADES TO WRITER-IN-RESIDENCE FACILITY | $5,000 |
| MITCHELL COLLEGE NEW LONDON, CT | BUILD OUT OF SIMULATION LAB FOR NEW NURSING PROGRAM | $400,000 |
| MITCHELL COLLEGE NEW LONDON, CT | SCHOLARSHIPS FOR NORWICH STUDENTS | $20,000 |
| NEW ENGLAND SCIENCE & SAILING FOUNDATION STONINGTON, CT | SUPPORT OF STEM EDUCATION PROGRAMS FOR NORWICH ELEMENTARY SCHOOL STUDENTS | $42,000 |
| NEW LONDON HOMELESS HOSPITALITY CENTER INC NEW LONDON, CT | RENOVATIONS FOR HOUSING COUNSELING FACILITY | $20,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Kathryn F. Lord serves as Director and Trustee of the foundation. She is compensated at $48,000 annually.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KATHRYN LORD | TRUSTEE | 20 | $48,000 |
| JOEL SUISMAN | TRUSTEE | 10 | $36,000 |
| JEFFREY LORD | TRUSTEE | 2 | $5,366 |
Recent News & Activity
Recent developments and announcements
The foundation has demonstrated significant philanthropic activity in recent years. In 2017, the foundation donated $900,000 to Cure Alzheimer's Fund. By 2019, the foundation had distributed $5.5 million in grants since its inception. The foundation continues to support regional organizations addressing health, social services, education, and cultural needs in New London County.
Cure Alzheimer's Fund Receives $900,000 Donation from the Edward and MarySubject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The Edward and Mary Lord Foundation fund?
The mission of The Edward and Mary Lord Foundation is to financially support programs and capital projects of local nonprofit organizations serving New London County, Connecticut populations, with particular emphasis on: • Elderly persons • Children • Community health care programs • Local arts and cultural community • Local community colleges (endowment and scholarship funding) The foundation aims to improve the immediate welfare of target populations while making a worthwhile impact on their …
How do I apply for a grant from The Edward and Mary Lord Foundation?
**Recent Grant Activity (2024)** The foundation made grants totaling $1,021,334 in its most recent fiscal year. Recent grants include: • Mitchell College: $400,000 (Build Out of Simulation Lab for New Nursing Program) • United Community and Family Services (UCFS): $150,000 (Repairs to Facility Damaged by Weather-Related Flooding) • St Jude Common: $59,000 (Purchase Generator for Facility) The foundation made 15 grants in the 2024 fiscal year. **Application Process** Grant application forms and …
Where does The Edward and Mary Lord Foundation make grants?
The Edward and Mary Lord Foundation focuses its grantmaking on nonprofit organizations serving New London County, Connecticut.
What size grants does The Edward and Mary Lord Foundation award?
In 2024, The Edward and Mary Lord Foundation awarded 18 grants totaling $1.0M — an average of about $57K per grant, based on its IRS Form 990 filings.
How much is The Edward and Mary Lord Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Edward and Mary Lord Foundation reported a distributable amount of $1.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Edward and Mary Lord Foundation's EIN?
The Edward and Mary Lord Foundation's EIN (Employer Identification Number) is 27-0785866. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Edward and Mary Lord Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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