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Edward And Mary Lord Foundation

  • N Franklin, CT
  • Tax-exempt since May 2010
  • EIN: 27-0785866

Organization summary

Type of Nonprofit

Designated as a 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Nonmonetary Support N.E.C. (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.17M (2024)

Expenses
$1.31M (2024)

Total Assets
$18.4M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 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 Oct.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,174,533
Expenses
$1,310,681
Net Income
-$136,148
Net Assets
$18,362,382
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $503,229
42.8%
Sales of Assets $671,304
57.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,144,016
87.3%
Compensation of Officers* $89,366
6.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $18,362,382
Total Liabilities $0
Net Assets $18,362,382
Compensation
Key Employees and Officers Compensation Other
Kathryn Lord (Trustee) $48,000 $0
Joel Suisman (Trustee) $36,000 $0
Jeffrey Lord (Trustee) $5,366 $0

Document Links

990-PF
Filed on Feb. 7, 2025

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

View Filing
XML

Fiscal Year Ending Oct.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$725,895
Expenses
$1,299,295
Net Income
-$573,400
Net Assets
$18,498,530
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $468,187
64.5%
Sales of Assets $257,708
35.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,137,946
87.6%
Compensation of Officers* $89,366
6.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $18,498,530
Total Liabilities $0
Net Assets $18,498,530
Compensation
Key Employees and Officers Compensation Other
Kathryn Lord (Trustee) $48,000 $0
Joel Suisman (Trustee) $36,000 $0
Jeffrey Lord (Trustee) $5,366 $0

Document Links

990-PF
Filed on Feb. 12, 2024

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

View Filing
XML

Fiscal Year Ending Oct.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,295,529
Expenses
$1,323,311
Net Income
-$27,782
Net Assets
$19,072,145
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $417,638
32.2%
Sales of Assets $877,891
67.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,121,107
84.7%
Compensation of Officers* $89,250
6.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $19,072,145
Total Liabilities $0
Net Assets $19,072,145
Compensation
Key Employees and Officers Compensation Other
Kathryn Lord (Trustee) $48,000 $0
Joel Suisman (Trustee) $36,000 $0
Jeffrey Lord (Trustee) $5,250 $0

Document Links

990-PF
Filed on Feb. 13, 2023

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

View Filing
PDF XML

Fiscal Year Ending Oct.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,309,169
Expenses
$1,200,887
Net Income
$1,108,282
Net Assets
$19,078,193
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $420,323
18.2%
Sales of Assets $1,888,846
81.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,041,470
86.7%
Compensation of Officers* $89,133
7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $19,078,193
Total Liabilities $0
Net Assets $19,078,193
Compensation
Key Employees and Officers Compensation Other
Kathryn Lord (Trustee) $48,000 $0
Joel Suisman (Trustee) $36,000 $0
Jeffrey Lord (Trustee) $5,133 $0

Document Links

990-PF
Filed on Feb. 9, 2022

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

View Filing
PDF XML

Fiscal Year Ending Oct.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,354,038
Expenses
$1,169,597
Net Income
$184,441
Net Assets
$17,969,293
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $443,643
32.8%
Sales of Assets $910,395
67.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,021,645
87.4%
Compensation of Officers* $89,425
7.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $17,969,294
Total Liabilities $1
Net Assets $17,969,293
Compensation
Key Employees and Officers Compensation Other
Kathryn Lord (Trustee) $48,000 $0
Joel Suisman (Trustee) $36,000 $0
Jeffrey Lord (Trustee) $5,425 $0

Document Links

990-PF
Filed on May 10, 2021

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

View Filing
XML

Fiscal Year Ending Oct.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,117,354
Expenses
$1,196,737
Net Income
-$79,383
Net Assets
$17,911,474
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $502,628
45.0%
Sales of Assets $614,726
55.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,000,721
83.6%
Compensation of Officers* $89,833
7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $17,911,474
Total Liabilities $0
Net Assets $17,911,474

Document Links

990-PF

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

PDF

Fiscal Year Ending Oct.
2018

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Oct.
2017

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Oct.
2016

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Oct.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,274,176
Expenses
$1,061,662
Net Income
$212,514
Net Assets
$17,586,520
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $474,586
37.2%
Sales of Assets $799,219
62.7%
Other Income $373
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $948,511
89.3%
Compensation of Officers* $88,258
8.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $17,586,520
Total Liabilities $0
Net Assets $17,586,520

Document Links

990-PF

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

PDF

Fiscal Year Ending Oct.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,750,133
Expenses
$992,952
Net Income
$757,181
Net Assets
$17,390,268
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $481,379
27.5%
Sales of Assets $1,268,754
72.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $879,508
88.6%
Compensation of Officers* $86,683
8.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $17,390,268
Total Liabilities $0
Net Assets $17,390,268

Document Links

990-PF

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

PDF

Fiscal Year Ending Oct.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,464,004
Expenses
$785,923
Net Income
$678,081
Net Assets
$16,889,853
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $435,390
29.7%
Sales of Assets $1,028,614
70.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $689,088
87.7%
Compensation of Officers* $86,712
11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $16,889,853
Total Liabilities $0
Net Assets $16,889,853

Document Links

990-PF

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

PDF

Fiscal Year Ending Oct.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$718,030
Expenses
$648,378
Net Income
$69,652
Net Assets
$15,917,892
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $453,359
63.1%
Sales of Assets $264,671
36.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $543,566
83.8%
Compensation of Officers* $93,887
14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $15,917,893
Total Liabilities $1
Net Assets $15,917,892

Document Links

990-PF

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

PDF

Fiscal Year Ending Oct.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$845,025
Expenses
$678,456
Net Income
$166,569
Net Assets
$15,892,777
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $383,421
45.4%
Sales of Assets $461,604
54.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $571,572
84.2%
Compensation of Officers* $90,708
13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $15,892,777
Total Liabilities $0
Net Assets $15,892,777

Document Links

990-PF

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

PDF

Fiscal Year Ending Oct.
2010

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

About This Data

What Is This Data?

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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