Also known as: % Dave Kelly
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Lor Foundation Inc. is a private corporation based in WEST CHESTER, PA. The foundation received its IRS ruling in 2007. The principal officer is Dave Kelly. It holds total assets of $323.4M. Annual income is reported at $93.9M. Total assets have grown from $209M in 2011 to $323.4M in 2024. The foundation is governed by 3 officers and trustees. Tax records are available from 2020 to 2024. According to available records, Lor Foundation Inc. has made 5 grants totaling $60.6M, with a median grant of $11.2M. Annual giving has decreased from $15.5M in 2020 to $11.2M in 2023. Grantmaking activity was highest in 2022 with $20.5M distributed across 2 grants. Individual grants have ranged from $10.2M to $15.5M, with an average award of $12.1M. Grant recipients are concentrated in Pennsylvania. Contributions to this foundation are tax-deductible.
LOR Foundation is a $323 million private foundation operating with a deliberately informal, community-embedded grantmaking model — unusual for a foundation of its size. There are no formal applications, no annual deadlines, and no RFP processes for its core community grants. The foundation's name encodes its philosophy: Livability, Opportunity, and Responsibility.
Founded in 2007 by Amy E. Wyss — daughter of Swiss billionaire Hansjörg Wyss — and co-founder Ed Jaramillo, LOR is incorporated in West Chester, Pennsylvania but embeds full-time community officers as local residents in each of its seven Mountain West service communities: Cortez and Monte Vista (CO), Lander (WY), Libby (MT), Questa and Taos (NM), and Weiser (ID). These officers are not visiting program staff — they live in the community and serve as the primary grant intake point.
Applicants who approach LOR as a traditional foundation will be frustrated. The process is designed to be as simple as chatting with a community officer over a cup of coffee. If your project is fully scoped — you know what you want to do and what it costs — that conversation can lead to an approval within a day and a check within a week. LOR describes itself as a start-up accelerator for community-driven ideas.
The foundation's model is explicitly bottom-up. Staff do not arrive with predetermined solutions. Executive Director Gary Wilmot has stated the mission is to come ready to listen. Organizations that present a polished, externally developed program are at a disadvantage compared to those who arrive as community members with a specific, locally-identified problem.
First-time applicants should invest in relationship-building with the local community officer before requesting funding. LOR also operates an annual Field Work initiative with a formal application window for a specific annual research focus — the 2025 initiative targeted mental health and social well-being (grants of $1,000–$25,000). This initiative is the most accessible structured entry point for organizations new to LOR. As of FY2023, the foundation paid $11.2M in grants and distributed $20.5M in total charitable giving, reflecting both direct community investments and substantial operating program expenditures.
LOR Foundation maintains a consistent asset base of $315M–$373M (FY2019–FY2024), settling at $323.4M in FY2024. The foundation generated $14.5M in net investment income in FY2023 and $11.7M in FY2022, underwriting annual total giving of $19.7M–$22.7M across the five-year period reviewed.
A critical distinction: LOR's total giving is significantly larger than its grants paid. In FY2023, grants paid were $11.2M versus total giving of $20.5M — meaning approximately $9.3M went to operating programs, staffing, technical assistance, research, and knowledge-sharing. This pattern holds across years: FY2022 saw $10.2M in grants against $22.1M total giving; FY2021 was $13.1M in grants against $19.7M total giving. LOR functions as much as an operating foundation as a traditional grantmaker.
At the community level, individual grant sizes are extremely small relative to the foundation's $323M asset base. The solutions database lists over 1,320 funded projects, with community grants typically ranging from under $500 to approximately $30,000. The 2023 Inside Philanthropy profile reported roughly $2 million in community-level grants distributed across six active communities — approximately $333,000 per community annually on average, though distribution varies by community need and project pipeline.
Issue area breakdown from the solutions database: Health is the largest category, followed by Economy, Housing, Environment, Education, Engagement, Water, and Transportation. Documented 2025–2026 individual grants range from $7,783 (playground shade structure) to $29,485 (water testing kits), with most in the $8,000–$27,500 range. The annual Field Work initiative adds a slightly larger tier: $1,000–$25,000 for competitive research-oriented grants.
Long-term trend: Grants paid have declined from $16.2M (FY2019) to $11.2M (FY2023) while assets remain stable around $315M–$352M. This signals a structural shift toward operating programs and knowledge dissemination over direct grantmaking. All community grants are geographically restricted to the seven designated towns — organizations outside these communities are ineligible for core funding.
The five peer foundations identified share LOR's asset size ($320M–$325M range) but differ sharply in grantmaking philosophy, geographic focus, and accessibility.
| Foundation | Assets | Annual Giving | Primary Focus | Application |
|---|---|---|---|---|
| LOR Foundation Inc. | $323M | ~$20.5M (FY2023) | Rural Mountain West livability | Open — no formal process |
| Erie Family Foundation | $324.8M | Not public | Philanthropy & Grantmaking (NY) | Invitation only |
| Sidney E Frank Charitable Foundation | $324.8M | Not public | Philanthropy & Grantmaking (NY) | Invitation only |
| Halvorsen Family Foundation | $322M | Not public | Philanthropy & Grantmaking (CT) | Invitation only |
| JMM Charitable Foundation | $320.6M | Not public | Philanthropy & Grantmaking (CA) | Not public |
| Carroll Petrie Foundation | $320.6M | Not public | Arts, community, conservation (NM) | Invitation only |
LOR stands out dramatically among same-asset-tier foundations for its accessibility. While Erie Family Foundation, Sidney E Frank, Halvorsen, and Carroll Petrie operate entirely by invitation through pre-existing donor relationships, LOR explicitly welcomes any individual, nonprofit, government entity, school, or for-profit business in its seven communities to initiate a funding conversation. Carroll Petrie Foundation (NM) is geographically closest to LOR's New Mexico footprint and may serve overlapping constituencies in Taos, though Petrie focuses more narrowly on arts and conservation at a different project scale. For grant seekers in LOR's designated communities, this foundation is among the most accessible funders at the $300M+ asset tier anywhere in the Mountain West.
LOR has maintained active grantmaking throughout late 2025 and early 2026 across all seven communities.
In January 2026, LOR supported Cultivo, a youth internship program in Questa, NM, preserving community agricultural heritage. That same month: $9,650 for a free preschool awareness campaign in Cortez, CO; $9,000 for a Montessori early childhood program in Cortez; $27,500 to the Montezuma Heritage Museum in Cortez; and $9,720 for a senior weightlifting program in Lander, WY.
In December 2025, documented grants included $9,720 to the Lander Senior Citizens Center for health services (December 24); $10,000 to Lincoln County for environmental equipment (December 22); $29,485 for water testing kits in Libby, MT (December 22); $24,013 for swimsuit extractors at the Lander Pool (December 15); and $7,783 for shaded outdoor spaces at Baldwin Creek Elementary School (December 15).
The 2025 Field Work initiative opened focused on mental health and social well-being in rural communities, accepting proposals of $1,000–$25,000 from organizations in CO, ID, MT, NM, and WY. In early 2025, LOR funded a toy library expansion in Lander (January) and supported the conversion of a former church into a community arts hub in Monte Vista, CO (March). A formal research partnership with Gallup was announced in 2025 studying rural civic engagement motivations and barriers. No leadership changes have been publicly announced — Gary Wilmot continues as Executive Director; Amy E. Wyss as Board Chair and President.
The single most important thing to understand about LOR is that the community officer is the only real entry point — not a grants portal, not a headquarters email inbox. Every successful LOR relationship begins with a direct conversation with the community officer embedded in your specific town. These officers live locally, serve on local boards, and are visible in community spaces. Find them through lorfoundation.org's community pages, local nonprofit networks, or municipal channels before submitting any inquiry.
Do not send a formal proposal as a first contact. Use the online inquiry form at lorfoundation.org to describe your idea in two to three plain-language sentences. Avoid grant jargon, logic models, and theory-of-change framing. The response will be human, not automated.
For core community grants, the alignment checklist is short: Is your project in one of the seven communities? Does it address a problem that residents have identified as a priority? Do you know exactly what you want to accomplish and what it costs? If yes to all three, you are ready to have the conversation. LOR has documented cases of approval in under 24 hours for well-scoped requests.
For the annual Field Work initiative — LOR's only structured competitive grant — monitor lorfoundation.org/field-work starting in February each year for the annual topic announcement. The application window typically opens in March and runs approximately three weeks. Projects must be completable within the calendar year and must include a plan for documenting and sharing learnings. The 2024 initiative focused on water and agricultural innovation (up to $10,000); the 2025 initiative on mental health (up to $25,000). Expect the 2026 topic to be announced in late February or early March.
Alignment language: Use LOR's vocabulary — livability, opportunity, responsibility, community character, rural resilience, quality of life. Avoid outside-in framing. LOR is explicitly skeptical of solutions designed without community input.
Common mistake: Treating LOR like a traditional foundation and submitting a polished 10-page proposal or structuring your outreach around detected giving patterns. Organizations that show up as genuine community members with a specific, real problem to solve consistently outperform those who approach with a grant-writing strategy.
Create a free Granted account to download this report — includes application checklist, full financial data, and all grantees.
Already have an account? Sign in to download.
Research publishing and distribution of community ideas for solving quality of life challanges over 30 community resources & papers produced
Expenses: $17K
Technical assistance to public charities, governments and other organizations over 100 instances of support provided to over 25 organizati
Expenses: $15K
Staff services on volunteer boards and advisory groups 15 organizations served
Expenses: $15K
Coordination of conferences and seminars in taos, new mexico regarding housing affordability issues
Expenses: $960
LOR Foundation maintains a consistent asset base of $315M–$373M (FY2019–FY2024), settling at $323.4M in FY2024. The foundation generated $14.5M in net investment income in FY2023 and $11.7M in FY2022, underwriting annual total giving of $19.7M–$22.7M across the five-year period reviewed. A critical distinction: LOR's total giving is significantly larger than its grants paid. In FY2023, grants paid were $11.2M versus total giving of $20.5M — meaning approximately $9.3M went to operating programs,.
Lor Foundation Inc. has distributed a total of $60.6M across 5 grants. The median grant size is $11.2M, with an average of $12.1M. Individual grants have ranged from $10.2M to $15.5M.
LOR Foundation is a $323 million private foundation operating with a deliberately informal, community-embedded grantmaking model — unusual for a foundation of its size. There are no formal applications, no annual deadlines, and no RFP processes for its core community grants. The foundation's name encodes its philosophy: Livability, Opportunity, and Responsibility. Founded in 2007 by Amy E. Wyss — daughter of Swiss billionaire Hansjörg Wyss — and co-founder Ed Jaramillo, LOR is incorporated in We.
Lor Foundation Inc. is headquartered in WEST CHESTER, PA.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Ed Jaramillo | BOARD MEMBER & SECRETARY | $0 | $0 | N/A |
| Robert Donohue | BOARD MEMBER & TREASURER | $0 | $0 | N/A |
| Amy E Wyss | BOARD CHAIR & PRESIDENT | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$323.4M
Fair Market Value
N/A
Net Worth
$322.7M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
5
Total Giving
$60.6M
Average Grant
$12.1M
Median Grant
$11.2M
Unique Recipients
1
Most Common Grant
$10.2M
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| See Attached ScheduleCHARITABLE CONTRIBUTION | Various, PA | $11.2M | 2023 |
WEST CONSHOHOCKEN, PA
LIGONIER, PA
PITTSBURGH, PA