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MILLION DOLLAR ROUND TABLE FOUNDATION

PARK RIDGE, ILEIN: 36-6080766Website

Data sourced from IRS 990 public filings

MILLION DOLLAR ROUND TABLE FOUNDATION THE MDRT FOUNDATION IS THE CHARITABLE ARM OF MILLION DOLLAR ROUND TABLE (MDRT), A GLOBAL ASSOCIATION OF FINANCIAL SERVICES PROFESSIONALS. THE MISSION OF THE MDRT FOUNDATION IS TO INCREASE MEMBER AND INDUSTRY PARTICIPATION AND TO GIVE FUNDS TO WORTHWHILE CHARITABLE ORGANIZATIONS THROUGHOUT THE WORLD.

International
Grantmaking & Regranting
General Population

Annual Revenue

$1,984,618

Known Funders

7

Grants Received

11

Financial History

YearRevenueExpensesAssets
2023$2,879,720$2,383,412$37,279,866
2022$1,984,618$2,292,293$33,715,111
2021$3,474,556$2,185,060$32,121,511
2020$4,845,790$2,120,783$36,494,105
2019$1,891,127$2,152,860$31,319,629
2018$1,930,198$2,118,613$29,949,373
2017$4,212,754$1,954,454$29,996,159
2016$2,885,618$1,862,000$28,546,337

Top Funders

$649,753 (2021)
$442,041 (2023)
$336,528 (2021)
$313,843 (2022)
$313,033 (2023)
$50,000 (2021)
$25,824 (2023)
$11,575 (2021)
Shunpike Charitable Foundation

Rancho Cucamonga, CA

$10,000 (2021)
$5,975 (2022)

Key Personnel

From 2023 IRS 990 filing

M

MOHAMAD MANMOHAN ABDULLAH CHFC CLU

TRUSTEE

A

ADRIAN P BAKER DIPPFS

IMMEDIATE PAST PRESIDENT

Officer
J

JOHN R BENTON JR CHFC CLTC

TRUSTEE

D

DAVID C BLAKE

SECRETARY

Officer
T

TIMOTHY DANIEL CLAIRMONT CFP MSFS

TRUSTEE

A

ALESSANDRO M FORTE FCII CFP

VICE PRESIDENT

Officer
S

SIMON JOHN GIBSON DIPPFS

TRUSTEE

J

JULIANNE HERTEL CLU CHFC

TRUSTEE

H

HEATHER LINDSLEY LUTCF RICP

TREASURER

Officer
A

ANDREW C LORD CLU CHFC

PRESIDENT

Officer

Showing 10 of 21 key personnel.

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