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
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:
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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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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