Nonprofit · EIN 83-2426404
DAVID LORD CHARITABLE FOUNDATION
Tax-exempt · PORTAGE, MI 49024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $919,446 | $117,642 | $801,804 | $1,164,078 | $0 | $1,164,078 |
| December 31, 2024 | 990-PF | $482,006 | $108,304 | $373,702 | $841,118 | $10,000 | $831,118 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $507,184
- Dividends
- $20,241
- Interest
- $3,894
- Net rental income
- $69,172
- Net gain from sales of assets
- $318,955
Expenses
- Grants and similar amounts paid
- $82,900
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $96,336
- Excise tax on investment income
- $5,512
Balance sheet and other
- Total assets, start of year
- $841,118
- Total assets, end of year
- $1,164,078
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,164,078
- Fair market value of assets
- $3,114,013
- Qualifying distributions
- $96,336
- Net investment income
- $412,262
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID LORD 97 W BOULDER, COLORADO SPRINGS, CO 80903 | FOUNDER | 1 | $0 |
| CHARLES LORD 9510 PALMETTO BLVD, ISLE OF PALMS, SC 29451 | BOARD MEMBER | 1 | $0 |
| EDITH LORD WOLFF PO BOX 165, CARMEL, CA 93924 | BOARD MEMBER | 1 | $0 |
| CRAIG VANDERMOLEN 7840 MOORSBRIDGE RD, PORTAGE, MI 49024 | BOARD MEMBER | 1 | $0 |
| DEVANIE HOPFENBECK 644 S HIGH STREET, DENVER, CO 80209 | BOARD MEMBER | 1 | $0 |
| MICHELE MEYER 4000 PELICAN LANE, ORLANDO, FL 32803 | BOARD MEMBER | 1 | $0 |
| SALLY MOON 10216 KENSINGTON SHORE DR, ORLANDO, FL 32827 | BOARD MEMBER | 1 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID LORD 97 W BOULDER, COLORADO SPRINGS, CO 80903 | FOUNDER | 1 | $0 |
| CHARLES LORD 9510 PALMETTO BLVD, ISLE OF PALMS, SC 29451 | BOARD MEMBER | 1 | $0 |
| EDITH LORD WOLFF PO BOX 165, CARMEL, CA 93924 | BOARD MEMBER | 1 | $0 |
| CRAIG VANDERMOLEN 7840 MOORSBRIDGE RD, PORTAGE, MI 49024 | BOARD MEMBER | 1 | $0 |
| DEVANIE HOPFENBECK 644 S HIGH STREET, DENVER, CO 80209 | BOARD MEMBER | 1 | $0 |
| MICHELE MEYER 4000 PELICAN LANE, ORLANDO, FL 32803 | BOARD MEMBER | 1 | $0 |
| SALLY MOON 10216 KENSINGTON SHORE DR, ORLANDO, FL 32827 | BOARD MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 7840 MOORSBRIDGE RD, PORTAGE, MI 49024-4428
- In care of
- % DAVID LORD
- Signed the 990-PF
- RICHARD LORD, TRUSTEE
- Phone
- (269) 321-8120
- Return prepared by
- THE RICKS GROUP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 83-2426404
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,164,078
- Income (IRS master file)
- $1,036,100
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $919,446 | $117,642 | $1,164,078 | IRS |
| 990-PF | December 2024 | $482,006 | $108,304 | $841,118 | IRS |
| 990-PF | December 2023 | $432,241 | $87,538 | $594,017 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 83-2426404).
Questions about DAVID LORD CHARITABLE FOUNDATION
- What is the EIN of DAVID LORD CHARITABLE FOUNDATION?
- The employer identification number (EIN) of DAVID LORD CHARITABLE FOUNDATION is 83-2426404.
- Is DAVID LORD CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to DAVID LORD CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVID LORD CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVID LORD CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DAVID LORD CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of DAVID LORD CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does DAVID LORD CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $919,446, expenses of $117,642 and total assets of $1,164,078 at year end.
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