LPL Financial Foundation Inc
Preselected recipients only
LPL Financial Foundation Inc is a private foundation in Boston, Massachusetts. In tax year 2024 it gave $2.3 million in 55 grants; the typical grant was $515 and the largest $1.9 million. It only gives to organizations it selects itself and does not accept unsolicited applications.
From its IRS Form 990-PF for tax year 2024.
- Grants paid, 2024$2.3 million
- Number of grants55
- Typical grant$515
- Largest grant$1.9 million
- Assets$7.8 million
- New grantees49%
Giving in 2024 was down from $2.6 million the year before.
49% of its 2024 grantees had not received a grant from it the year before, a sign it is open to new organizations.
Giving by year
| Tax year | Grants paid | Number of grants | Assets |
|---|---|---|---|
| 2023 | $2.6 million | 187 | $7.4 million |
| 2024 | $2.3 million | 55 | $7.8 million |
How to apply
LPL Financial Foundation Inc says in its IRS filing that it only makes contributions to preselected organizations, so unsolicited applications are unlikely to be considered. Organizations it funds are usually invited.
What LPL Financial Foundation Inc funds
Where it gives
Its grants went to recipients in 23 states, the most to Delaware.
| State | Grants | Amount |
|---|---|---|
| Delaware | 1 | $1.9 million |
| Virginia | 1 | $335,549 |
| Massachusetts | 10 | $19,230 |
| North Carolina | 8 | $10,313 |
| California | 3 | $3,103 |
| Colorado | 1 | $2,642 |
| New York | 3 | $2,268 |
| Michigan | 2 | $2,059 |
| Illinois | 3 | $1,802 |
| Georgia | 3 | $1,390 |
Grants paid in 2024
| Recipient | Purpose | Amount |
|---|---|---|
| American Online Giving Foundation | Operational Support | $1.9 million |
| Charities Aid Foundation America | Operational Support | $335,549 |
| Angel Flight NE | Operational Support | $5,000 |
| For Kids Sake Foundation Incorporated | Operational Support | $5,000 |
| Classroom Central Inc | Operational Support | $3,500 |
| Project Helping | Operational Support | $2,642 |
| Animal Rescue League of Boston | Operational Support | $2,500 |
| Big Brothers Big Sisters of Eastern Massachusetts | Operational Support | $2,500 |
| New England Center and Home for Veterans | Operational Support | $1,800 |
| Creative Minds NYC Inc | Operational Support | $1,650 |
| Wealth Planning Foundation | Operational Support | $1,544 |
| American Red Cross | Operational Support | $1,500 |
| Anvil of Hope | Operational Support | $1,500 |
| Families Forward Charlotte | Operational Support | $1,500 |
| First Gen Scholars | Operational Support | $1,500 |
| Second Harvest Food Bank of Metrolina Inc | Operational Support | $1,500 |
| St Pius X Elementary School | Operational Support | $1,030 |
| Greater Boston Legal Services Inc | Operational Support | $1,000 |
| Humane Society of Charlotte Inc | Operational Support | $1,000 |
| Seton Hall Preparatory School | Operational Support | $618 |
| Assumption High School | Operational Support | $515 |
| Bnai Shalom Day School | Operational Support | $515 |
| Charlotte Latin School | Operational Support | $515 |
| Depaul Properties Inc | Operational Support | $515 |
| Frederica Academy | Operational Support | $515 |
| General John Nixon PTO Inc | Operational Support | $515 |
| Jenison Christian School | Operational Support | $515 |
| Lakeland Christian School | Operational Support | $515 |
| Mason General Hospital Foundation | Operational Support | $515 |
| Notre Dame High School | Operational Support | $515 |
| Notre Dame High School of West Have | Operational Support | $515 |
| Paradise Christian Youth Camp | Operational Support | $515 |
| Prisma Health Midlands Foundation | Operational Support | $515 |
| Saints Peter & Paul Elementary Scho | Operational Support | $515 |
| St Catherine of Siena | Operational Support | $515 |
| St Patrick Catholic School | Operational Support | $515 |
| St Francis Borgia High School | Operational Support | $515 |
| STS Peter & Paul School | Operational Support | $515 |
| The Epstein School | Operational Support | $515 |
| Torah Day School of Dallas | Operational Support | $515 |
Officers and trustees
- Sara Dadyar
- Melissa Buchanan
- Vance Kirksey
- Brent Simonich
- Tom Zgliniec
- Taylor Denson
- Leslie Dunham
- Julian Lopez
- Anne Howard
- Marc Potash
Questions people ask
Does LPL Financial Foundation Inc accept grant applications?
No. Its IRS filing says it only makes contributions to preselected organizations.
How much does LPL Financial Foundation Inc give?
$2.3 million in tax year 2024, across 55 grants, with a typical grant of $515.
Who runs LPL Financial Foundation Inc?
Its 2024 filing lists Sara Dadyar (Member Designee), Melissa Buchanan (President), Vance Kirksey (Board Chair) and Brent Simonich (Treasurer) among 10 officers and trustees.
What does LPL Financial Foundation Inc fund?
Based on its grants, mainly education, youth programs and faith communities.