1. Directory
  2. Massachusetts
  3. Boston
  4. LPL Financial Foundation
EIN 27-4171978

LPL Financial Foundation

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
City
Boston
State
Massachusetts
Year formed
2011
Most recent tax filings
2022-12-01
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
$3,219,302
2022
Total expenses
$2,880,951
2022
Total assets
$6,823,572
2022
Num. employees
n/a

Grants made by LPL Financial Foundation

GranteeGrant descriptionAmount
Charities Aid Foundation of AmericaOperational Support$488,036
Johnson C Smith University (JCSU)Operational Support$258,600
Girls Who Invest (GWI)Operational Support$250,000
...and 289 more grants made totalling $1,639,483

Personnel at LPL Financial Foundation

NameTitleCompensation
Brent SimonichTreasurer$0

Financials for LPL Financial Foundation

RevenuesFYE 12/2022
Total grants, contributions, etc.$3,191,198
Investment income and dividends$28,104
Net rental income$0
Net gain from sale of non-inventory assets$0
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$3,219,302

Form 990s for LPL Financial Foundation

Fiscal year endingDate received by IRSFormPDF link
2022-122023-07-19990PFView PDF
2021-122022-05-13990PFView PDF
2020-122021-06-22990PFView PDF
2019-122021-07-20990PFView PDF
2018-122020-01-16990PFView PDF
...and 11 more Form 990s

Organizations like LPL Financial Foundation

OrganizationLocationRevenue
Bodine Family FoundationSaint Louis, MO$2,477,355
The Frog Rock FoundationChappaqua, NY$1,840,914
Lily Lai FoundationSan Diego, CA$1,873,418
Sierra Pacific FoundationRedding, CA$1,603,055
J Ferrantino Charitable FoundationAnn Arbor, MI$822,216
Kalmanovitz Charitable FoundationMill Valley, CA$10,682,520
BaxterDeerfield, IL$7,309,888
Savings Bank of Danbury FoundationDanbury, CT$1,354,361
Giant Eagle FoundationPittsburgh, PA$6,503,128
CH Robinson Worldwide FoundationSioux Falls, SD$5,779,511
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
Free account sign-up

Want updates when LPL Financial Foundation has new information, or want to find more organizations like LPL Financial Foundation?

Create free Cause IQ account
Cause IQ is a website that helps companies grow, maintain, and serve their nonprofit clients, and helps nonprofits find additional foundation funding. Our data and tools help professionals prospect for nonprofits, research opportunities, benchmark their clients, and enrich existing information.
Nonprofits
Product
Customers
About

© 2024 Nonprofit Metrics LLC
Terms of Service and Privacy Policy