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EIN 27-4171978

LPL Financial Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Boston
State
Massachusetts
Year formed
2011
Most recent tax filings
2023-12-01
NTEE code, primary
T21: Corporate foundations
Description
The LPL Financial Foundation is a corporate foundation that supports organizations like Communities In Schools Of Charlotte Mecklenburg Inc. It made 1,267 grants last year and is located in Boston, MA.
Also known as...
LPL Financial Charitable Foundation
Total revenues
$3,559,025
2023
Total expenses
$3,001,915
2023
Total assets
$7,406,176
2023
Num. employees
0
2023

Grants made by LPL Financial Foundation

GranteeGrant descriptionAmount
Charities Aid Foundation of AmericaOperational Support$675,375
Local Initiatives Support CorporationOperational Support$445,500
Girls Who Invest (GWI)Operational Support$350,000
...and 124 more grants made totalling $1,765,347

Who funds LPL Financial Foundation

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
LPL Financial FoundationOperational Support$60
LPL Financial FoundationOperational Support$60
LPL Financial FoundationOperational Support$60
...and 19 more grants received totalling $920

Personnel at LPL Financial Foundation

NameTitleCompensation
Brent SimonichTreasurer$0

Financials for LPL Financial Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$3,432,718
Investment income and dividends$126,307
Net rental income$0
Net gain from sale of non-inventory assets$0
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$3,559,025

Form 990s for LPL Financial Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-12-19990PFView PDF
2022-122023-07-19990PFView PDF
2021-122022-05-13990PFView PDF
2020-122021-06-22990PFView PDF
2019-122021-07-20990PFView PDF
...and 12 more Form 990s

Organizations like LPL Financial Foundation

OrganizationLocationRevenue
Institution for Savings in Newburyport and Its Vicinity Charitable FoundationNewburyport, MA$998,506
Culver's FoundationPrairie Du Sac, WI$1,587,228
Ibc FoundationLaredo, TX$1,792,705
Dig Deeper FoundationUnion, KY$3,170,647
Copic Medical FoundationDenver, CO$1,333,534
Ainsworth FoundationSaegertown, PA$9,973,553
Noel Barrett Shuler FoundationOmaha, NE$1,421,608
Viking Global FoundationStamford, CT$2,538,040
Incyte Charitable Giving FoundationWilmington, DE$1,235,950
The Will Ascend FoundationAlpine, UT$1,858,398
Data update history
August 25, 2023
Posted financials
Added Form 990PF for fiscal year 2022
August 23, 2023
Updated personnel
Identified 4 new personnel
August 20, 2023
Used new vendors
Identified 1 new vendor, including
August 9, 2023
Posted financials
Added Form 990PF for fiscal year 2021
May 21, 2023
Received grants
Identified 1 new grant, including a grant for $162,985 from Dechomai Foundation
Nonprofit Types
Grantmaking organizationsPrivate foundationsCorporate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
75 State St 22nd Floor
Boston, MA 02109
Metro area
Boston-Cambridge-Newton, MA-NH
County
Suffolk County, MA
Phone
(704) 733-3824
IRS details
EIN
27-4171978
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2011
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T21: Corporate foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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