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David Lord Charitable Foundation is a private trust based in PORTAGE, MI. The foundation received its IRS ruling in 2018. The principal officer is David Lord. It holds total assets of $841K. Annual income is reported at $588K. Total assets have grown from $55K in 2019 to $594K in 2023. The foundation is governed by 7 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. According to available records, David Lord Charitable Foundation has made 7 grants totaling $92K, with a median grant of $10K. Annual giving has grown from $5K in 2021 to $57K in 2023. Individual grants have ranged from $5K to $30K, with an average award of $13K. The foundation has supported 3 unique organizations. Grant recipients are concentrated in Colorado. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
David Lord Charitable Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 7 grants. Its grantmaking reaches organizations primarily in CO.
David Lord Charitable Foundation has distributed a total of $92K across 7 grants. The median grant size is $10K, with an average of $13K. Individual grants have ranged from $5K to $30K.
David Lord Charitable Foundation typically selects its grantees rather than accepting unsolicited proposals.
David Lord Charitable Foundation is headquartered in PORTAGE, MI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Michele Meyer | BOARD MEMBER | $0 | $0 | N/A |
| Devanie Hopfenbeck | BOARD MEMBER | $0 | $0 | N/A |
| David Lord | FOUNDER | $0 | $0 | N/A |
| Richard Lord | TREASURER | $0 | $0 | N/A |
| Charles Lord | BOARD MEMBER | $0 | $0 | N/A |
| Edith Lord Wolff | BOARD MEMBER | $0 | $0 | N/A |
| Craig Vandermolen | BOARD MEMBER | $0 | $0 | N/A |
Total Giving
$88K
Total Assets
$594K
Fair Market Value
$1.9M
Net Worth
$594K
Grants Paid
$57K
Contributions
$201K
Net Investment Income
$222K
Distribution Amount
$96K
Total: $334K
Total Grants
7
Total Giving
$92K
Average Grant
$13K
Median Grant
$10K
Unique Recipients
3
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Concrete CouchGENERAL OPERATING GRANT | Colorado Springs, CO | $30K | 2023 |
| Pikes Peak Community FoundationGENERAL OPERATING GRANT | Colorado Springs, CO | $12K | 2023 |
| Innovations In Aging Collaborative 2GENERAL OPERATING GRANT | Colorado Springs, CO | $10K | 2023 |