Private Foundation

LPL Financial Foundation Inc

LPL Financial Foundation Inc is a private foundation categorized as Private Foundation based in Boston, MA. Its most recent IRS filing (2024) reports revenue of $3.3M, expenses of $3.1M, total assets of $7.8M. Imperigo tracks 3,488 reported grants from this foundation totaling approximately $10.6M.

EIN: 274171978 Boston, MA Latest filing: 2024

Total Revenue$3.3M

Total Expenses$3.1M

Total Assets$7.8M

Grants Given3,488

Grant Total$10.6M

Filing Years2020–2024

Sample Grants Given

American Online Giving Foundation

Newark, DE · 2024

Operational Support

$1,945,802

Charities Aid Foundation America

Alexandria, VA · 2024

Operational Support

$335,549

Angel Flight NE

North Andover, MA · 2024

Operational Support

$5,000

FOR KIDS SAKE FOUNDATION INCORPORATED

ATTLEBORO, MA · 2024

Operational Support

$5,000

CLASSROOM CENTRAL INC

Charlotte, NC · 2024

Operational Support

$3,500

Showing up to 5 of 3,488 total records — full history available with membership.

Officers & Directors

DIRECTOR Abbas Hassan

TREASURER Brent Simonich

CLERK Corinne Muller

DIRECTOR Judy Ricketts

DIRECTOR Kimberly Sweet

DIRECTOR Leslie Dunham

Officer compensation and complete director data available with membership.

Top Grant Purposes

Operational Support

$4,907,027 242 grants

OPERATIONAL SUPPORT

$4,750,419 3228 grants

LPL FINANCIAL GRANT APPLICATION - APRIL 2020

$785,000 15 grants

EMPLOYEE DISASTER RELIEF - LPL CARE FUND

$100,000 1 grant

LPL FOUNDATION SPECIAL INITIATIVES - SUMMER SOCIAL COMMUNITY IMPACT

$24,146 2 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$3.3M	$3.1M	$7.8M
2023	$3.6M	$3.0M	$7.4M
2022	$3.2M	$2.9M	$6.8M
2021	$1.8M	$2.0M	$6.5M
2020	$3.8M	$1.6M	$6.7M

Between 2020 and 2024, reported annual revenue declined from $3.8M to $3.3M (-13%), with total assets most recently reported at $7.8M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AK, AL, AR, AZ, CA, CO, and 4 other states.

AKALARAZCACOCTDCDEFL

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for LPL Financial Foundation Inc

Complete financials, all 3,488 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports