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Lpl Financial Foundation Inc. is a private corporation based in BOSTON, MA. The foundation received its IRS ruling in 2011. It holds total assets of $7.8M. Annual income is reported at $3.3M. Total assets have grown from $2.1M in 2010 to $7.8M in 2024. The foundation is governed by 13 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 2024. Grantmaking is concentrated in California. According to available records, Lpl Financial Foundation Inc. has made 746 grants totaling $5.1M, with a median grant of $500. Individual grants have ranged from N/A to $500K, with an average award of $7K. The foundation has supported 328 unique organizations. The foundation primarily supports organizations in New York, Virginia, Pennsylvania, which account for 11% of all grants. Grantmaking reaches organizations across 39 states. Contributions to this foundation are tax-deductible.
Smallest Grant
N/A
Median Grant
$500
Average Grant
$1K
Largest Grant
$120K
Based on 1,267 grants from the most recent 990-PF filing.
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.
Lpl Financial Foundation Inc. primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 746 grants. Its grantmaking reaches organizations primarily in NY, VA, PA.
Lpl Financial Foundation Inc. has distributed a total of $5.1M across 746 grants. The median grant size is $500, with an average of $7K. Individual grants have ranged from N/A to $500K.
Lpl Financial Foundation Inc. typically selects its grantees rather than accepting unsolicited proposals.
Lpl Financial Foundation Inc. is headquartered in BOSTON, MA. While based in MA, the foundation distributes grants to organizations across 39 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Tim Carter | PRESIDENT | $0 | $0 | N/A |
| Matt Morningstar | DIRECTOR | $0 | $0 | N/A |
| Lety Nettles | DIRECTOR | $0 | $0 | N/A |
| Corinne Muller | CLERK | $0 | $0 | N/A |
| Brent Simonich | TREASURER | $0 | $0 | N/A |
| Tom Zgliniec | TREASURER | $0 | $0 | N/A |
| Leslie Dunham | DIRECTOR | $0 | $0 | N/A |
| Abbas Hassan | DIRECTOR | $0 | $0 | N/A |
| Sallie Larsen | DIRECTOR | $0 | $0 | N/A |
| Sheree Lovering | DIRECTOR | $0 | $0 | N/A |
| Ryan Mcclain | DIRECTOR | $0 | $0 | N/A |
| Judy Ricketts | DIRECTOR | $0 | $0 | N/A |
| Kimberly Sweet | DIRECTOR | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$7.8M
Fair Market Value
N/A
Net Worth
$7.8M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
746
Total Giving
$5.1M
Average Grant
$7K
Median Grant
$500
Unique Recipients
328
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| American College Of Financial ServicesOPERATIONAL SUPPORT | Bryn Mawr, PA | $500K | 2022 |
| Charities Aid Foundation AmericaOPERATIONAL SUPPORT | Alexandria, VA | $488K | 2022 |
| Lisc (Local Initiatives Support Corporation)OPERATIONAL SUPPORT | New York, NY | $388K | 2022 |
| Johnson C Smith UniversityOPERATIONAL SUPPORT | Charlotte, NC | $259K | 2022 |
| Girls Who InvestOPERATIONAL SUPPORT | New York, NY | $250K | 2022 |
| Score FoundationOPERATIONAL SUPPORT | Herndon, VA | $100K | 2022 |
| Rock The Street Wall StreetOPERATIONAL SUPPORT | Nashville, TN | $100K | 2022 |
| Communities In Schools Of Charlotte Mecklenburg IncOPERATIONAL SUPPORT | Charlotte, NC | $50K | 2022 |
| Big Brothers Big Sisters Of Central CarolinasOPERATIONAL SUPPORT | Charlotte, NC | $30K | 2022 |
| Junior Achievement Of San Diego CountyOPERATIONAL SUPPORT | San Diego, CA | $30K | 2022 |
| Junior Achievement Of Central Carolinas IncOPERATIONAL SUPPORT | Charlotte, NC | $30K | 2022 |
| Big Brothers Big Sisters Of San Diego County IncOPERATIONAL SUPPORT | San Diego, CA | $25K | 2022 |
| California State University San Marcos FoundationOPERATIONAL SUPPORT | San Marcos, CA | $20K | 2022 |
| Year UpOPERATIONAL SUPPORT | Boston, MA | $10K | 2022 |
| Givinga Foundation IncOPERATIONAL SUPPORT | Wellesley, MA | $6K | 2022 |
| Operation GratitudeOPERATIONAL SUPPORT | Encino, CA | $5K | 2022 |
| Harvesters-The Community Food NetworkOPERATIONAL SUPPORT | Kansas City, MO | $5K | 2022 |
| Boys & Girls Clubs Of York CountyOPERATIONAL SUPPORT | Rock Hill, SC | $5K | 2022 |
| Greater Boston Legal Services IncOPERATIONAL SUPPORT | Boston, MA | $5K | 2022 |
| Emergency Assistance Foundation IncOPERATIONAL SUPPORT | West Palm Bch, FL | $5K | 2022 |
| Boys & Girls Clubs Of Greater San DiegoOPERATIONAL SUPPORT | San Diego, CA | $5K | 2022 |
| City Year BostonOPERATIONAL SUPPORT | Boston, MA | $5K | 2022 |