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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
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
0
2022

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
The Marshall Steves FoundationSan Antonio, TX$874,395
Cobscook ShoresGreat Neck, NY$2,090,000
Harold Simmons FoundationDallas, TX$7,750,189
Morgan Stanley FoundationNew York, NY$7,618,491
Visa FoundationSan Francisco, CA$9,980,232
Harvey and Carol Massey FoundationOrlando, FL$4,522,735
The Wellmark FoundationDes Moines, IA$2,015,022
Pleiad FoundationBirmingham, AL$1,946,568
Mortenson Company FoundationWilmington, DE$5,041,986
David E and Mary C Gallo FoundationModesto, CA$2,547,093
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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