MILLION DOLLAR ROUND TABLE FOUNDATION
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.
MILLION DOLLAR ROUND TABLE FOUNDATION has received 11 grants from 7 known foundation funders. Revenue increased from $2,879,720 in 2023 to $3,313,938 in 2024. Most recent reported revenue: $3,313,938.
Annual Revenue
$3,313,938
Known Funders
7
Grants Received
11
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $3,313,938 | $2,633,600 | $38,843,251 |
| 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 |
Top Funders
MARIANNA, FL
MARIANNA, FL
PARK RIDGE, IL
PARK RIDGE, IL
PARK RIDGE, IL
LINCOLN, NE
HUDSON, OH
HUDSON, OH
Rancho Cucamonga, CA
ALEXANDRIA, VA
Key Personnel
From 2024 IRS 990 filing
ALESSANDRO M FORTE FCII CFP
PRESIDENT
ANDREW C LORD CLU CHFC
IMMEDIATE PAST PRESIDENT
DAVID C BLAKE
VICE PRESIDENT
HEATHER LINDSLEY LUTCF RICP
SECRETARY
TIMOTHY DANIEL CLAIRMONT MSFS LACP
TREASURER
JOHN R BENTON JR CHFC CLTC
TRUSTEE
JOHAN FANGGARA CFP
TRUSTEE
JULIANNE HERTEL CLU CHFC
TRUSTEE
THIAN LUNG JONG
TRUSTEE
JENNIFER P MANN MBA CFP
TRUSTEE
Showing 10 of 22 key personnel.
Frequently Asked Questions
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