Private Foundation · MA · Private Independent Foundations
Lpl Financial Foundation Inc
Boston, MA · EIN 274171978 · Website (ProPublica) ↗ · 990s on ProPublica ↗
Assets
$7.8M
Total Giving
$2.6M
Grants on File
365
Average Grant
$7K
Giving Radius
Where Lpl Financial Foundation Inc Has Given
Section I
How to Apply
No application guidelines on file — check the foundation's website directly.
On Unsolicited Proposals no
Section IV
Recent Grants
| Recipient | Amount | Year |
|---|---|---|
| Spearfish, SD | $515 | 2022 |
| Federal Way, WA | $515 | 2022 |
| Federal Way, WA | $39 | 2022 |
| Rochester, MI | $515 | 2022 |
| Merion Station, PA | $515 | 2022 |
| Federal Way, WA | $77 | 2022 |
| New York, NY | $108 | 2022 |
| New Orleans, LA | $515 | 2022 |
| Oklahoma City, OK | $515 | 2022 |
| Lansing, MI | $515 | 2022 |
| Lansing, MI | $257 | 2022 |
| Lansing, MI | $1K | 2022 |
| Great Bend, KS | $515 | 2022 |
| Washington, MO | $515 | 2022 |
| Canton, OH | $515 | 2022 |
| Largo, FL | $515 | 2022 |
| Louisville, KY | $515 | 2022 |
| Charlotte, NC | $366 | 2022 |
| Pacific Palisades, CA | $515 | 2022 |
| Charlotte, NC | $51 | 2022 |
| Oak Park, IL | $515 | 2022 |
| Metairie, LA | $515 | 2022 |
| La Canada, CA | $257 | 2022 |
| Jerseyville, IL | $257 | 2022 |
| West Orange, NJ | $412 | 2022 |
Page 1 of 15 · 365 total
Section VI
Filing History
Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.
| Year | Total Assets | Qualifying Distributions | Total Revenue | Total Expenses |
|---|---|---|---|---|
| 2023 | $7.4M | $338K | $3.6M | $3.0M |
| 2022 | $6.8M | $372K | $3.2M | $2.9M |
| 2021 | $6.5M | $329K | $1.8M | $2.0M |
| 2020 | $6.7M | $455K | $3.8M | $1.6M |
| 2019 | $4.5M | $161K | $3.2M | $1.9M |
| 2015 | $1.6M | $31K | $2.4M | $1.2M |
| 2014 | $369K | $19K | $1.5M | $1.3M |
| 2013 | $218K | $39K | $461K | $1.1M |
| 2012 | $839K | — | $676K | $521K |
| 2011 | $685K | — | $1K | $1.4M |
Section VII
Foundations Like This One
Similar in focus area, location, and asset size. Worth researching as part of the same campaign.