Lpl Financial Foundation Inc
75 STATE STREET 22ND FLOOR - BOSTON - MA 02109, Massachusetts
Latest Filing: 2023
Total Assets: $6.82M
Total Giving: $2.56M
Grants: 373
Median Grant: $500
LPL FINANCIAL FOUNDATION INC is a 990pf foundation in Massachusetts with assets of $6.8M.
2023 Summary
$6.82M
Total Assets
$2.56M
Funding Awarded
373
Grants Given
$500
Median Grant
$500,000
Largest Grant
$2
Smallest Grant
2023 Recipients
| Recipient | Award | Location | Purpose |
|---|---|---|---|
| American College Of Financial Services | $500,000 | Bryn Mawr, PENNSYLVANIA | Operational Support |
| Charities Aid Foundation America | $488,036 | Alexandria, VIRGINIA | Operational Support |
| Lisc (Local Initiatives Support Corporation) | $387,750 | New York, NEW YORK | Operational Support |
| Johnson C Smith University | $258,600 | Charlotte, NORTH CAROLINA | Operational Support |
| Girls Who Invest | $250,000 | New York, NEW YORK | Operational Support |
| Rock The Street Wall Street | $100,000 | Nashville, TENNESSEE | Operational Support |
| Score Foundation | $100,000 | Herndon, VIRGINIA | Operational Support |
| Communities In Schools Of Charlotte Mecklenburg Inc | $50,000 | Charlotte, NORTH CAROLINA | Operational Support |
| Johnson C Smith University | $50,000 | Charlotte, NORTH CAROLINA | Operational Support |
| Rock The Street Wall Street | $50,000 | Nashville, TENNESSEE | Operational Support |
| Big Brothers Big Sisters Of Central Carolinas | $30,000 | Charlotte, NORTH CAROLINA | Operational Support |
| Junior Achievement Of Central Carolinas Inc | $30,000 | Charlotte, NORTH CAROLINA | Operational Support |
| Junior Achievement Of San Diego County | $30,000 | San Diego, CALIFORNIA | Operational Support |
| Big Brothers Big Sisters Of San Diego County Inc | $25,000 | San Diego, CALIFORNIA | Operational Support |
| California State University San Marcos Foundation | $20,000 | San Marcos, CALIFORNIA | Operational Support |
| Year Up | $10,000 | Boston, MASSACHUSETTS | Operational Support |
| Givinga Foundation Inc | $5,562 | Wellesley, MASSACHUSETTS | Operational Support |
| Operation Gratitude | $5,025 | Encino, CALIFORNIA | Operational Support |
| Harvesters The Community Food Network | $5,000 | Kansas City, MISSOURI | Operational Support |
| Boys & Girls Clubs Of Greater San Diego | $5,000 | San Diego, CALIFORNIA | Operational Support |
| ... and 15 more recipients. | |||
$1,500
$637,750
State
Total
-
NY
New York
$637,750 -
VA
Virginia
$588,036 -
PA
Pennsylvania
$500,000 -
NC
North Carolina
$424,600 -
TN
Tennessee
$150,000 -
CA
California
$89,525 -
MA
Massachusetts
$33,508 -
MO
Missouri
$5,000 -
SC
South Carolina
$5,000 -
FL
Florida
$5,000 -
IN
Indiana
$1,500
Contacts
| Name | Phone | Title |
|---|---|---|
| BRENT SIMONICH | 7047333824 | TREASURER |
| BRENT SIMONICH | Signing Officer |
Historical Financials
| Year | Total Assets | Total Giving | Grants | Median Grant | Max Grant | Min Grant |
|---|---|---|---|---|---|---|
| 2023 | $6,823,572 | $2,558,435 | 373 | $500 | $500,000 | $2 |
| 2022 | $6,483,984 | $1,706,340 | 1,606 | $400 | $250,000 | $25 |
| 2021 | $6,680,438 | $1,394,790 | 1,267 | $500 | $120,000 | $25 |
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