LPL Financial Foundation Inc
Data sourced from IRS 990-PF public filings
Supports operational needs of financial education and community development organizations across the United States, with a focus on financial services education.
Total Assets
$7,786,256
Grants (Last Year)
$2,332,606
Total Grants on File
2,221
Recipients Funded
767
Giving History
| Year | Total Granted | Grants Made | Avg Grant |
|---|---|---|---|
| 2024 | $2,328,323 | 50 | $46,566 |
| 2023 | $1,136,804 | 59 | $19,268 |
| 2022 | $976,402 | 70 | $13,949 |
| 2021 | $1,009,848 | 821 | $1,230 |
Top Grant Recipients
NEWARK, DE
ALEXANDRIA, VA
BRYN MAWR, PA
ALEXANDRIA, VA
NEW YORK, NY
NEW YORK, NY
NEW YORK, NY
ALEXANDRIA, VA
CHARLOTTE, NC
Showing top 10 of 2,221 grants on file.
Officers & Trustees
From 2022 IRS 990-PF filing (data available for 3 filing years)
TIM CARTER
PRESIDENT
CORINNE MULLER
CLERK
BRENT SIMONICH
TREASURER
TOM ZGLINIEC
TREASURER
LESLIE DUNHAM
DIRECTOR
ABBAS HASSAN
DIRECTOR
SALLIE LARSEN
DIRECTOR
SHEREE LOVERING
DIRECTOR
RYAN MCCLAIN
DIRECTOR
MATT MORNINGSTAR
DIRECTOR
Showing 10 of 13 officers and trustees.
IRS Filing History
LPL Financial Foundation Inc has IRS 990-PF filings on record for 3 years, spanning 2020 to 2022.
Frequently Asked Questions
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