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Foundation Lookup

Form 990-PFTax year 2024EIN 27-4171978

LPL Financial Foundation Inc

A private foundation in Boston, MA. Its return for tax year 2024 lists 55 grants and $2.3 million paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

5 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2024

    $2,332,606

    Grants listed
    55
    Assets, end of year
    $7,786,256

  • Tax year 2023

    $2,574,421

    Grants listed
    187
    Assets, end of year
    $7,406,176

  • Tax year 2022

    $2,558,435

    Grants listed
    373
    Assets, end of year
    $6,823,572

  • Tax year 2021

    $1,706,340

    Grants listed
    1,606
    Assets, end of year
    $6,483,984

  • Tax year 2020

    $1,394,790

    Grants listed
    1,267
    Assets, end of year
    $6,680,438

Grants paid in 2024

55 grants, largest first

As listed on the return.

  1. American Online Giving FoundationNewark, DE

    Operational Support

    $1,945,802
  2. Charities Aid Foundation AmericaAlexandria, VA

    Operational Support

    $335,549
  3. Angel Flight NENorth Andover, MA

    Operational Support

    $5,000
  4. For Kids Sake Foundation IncorporatedN Attleboro, MA

    Operational Support

    $5,000
  5. Classroom Central IncCharlotte, NC

    Operational Support

    $3,500
  6. Project HelpingCentennial, CO

    Operational Support

    $2,642
  7. Animal Rescue League of BostonDedham, MA

    Operational Support

    $2,500
  8. Big Brothers Big Sisters of Eastern MassachusettsBoston, MA

    Operational Support

    $2,500
  9. New England Center and Home for VeteransBoston, MA

    Operational Support

    $1,800
  10. Creative Minds NYC IncNew York, NY

    Operational Support

    $1,650
  11. Wealth Planning FoundationRochester, MI

    Operational Support

    $1,544
  12. American Red CrossCharlotte, NC

    Operational Support

    $1,500
  13. Anvil of HopeSan Diego, CA

    Operational Support

    $1,500
  14. Families Forward CharlotteCharlotte, NC

    Operational Support

    $1,500
  15. First Gen ScholarsSan Diego, CA

    Operational Support

    $1,500
  16. Second Harvest Food Bank of Metrolina IncCharlotte, NC

    Operational Support

    $1,500
  17. St Pius X Elementary SchoolLombard, IL

    Operational Support

    $1,030
  18. Greater Boston Legal Services IncBoston, MA

    Operational Support

    $1,000
  19. Humane Society of Charlotte IncCharlotte, NC

    Operational Support

    $1,000
  20. Seton Hall Preparatory SchoolWest Orange, NJ

    Operational Support

    $618
  21. Assumption High SchoolLouisville, KY

    Operational Support

    $515
  22. Bnai Shalom Day SchoolGreensboro, NC

    Operational Support

    $515
  23. Charlotte Latin SchoolCharlotte, NC

    Operational Support

    $515
  24. Depaul Properties IncRochester, NY

    Operational Support

    $515
  25. Frederica AcademySt Simons Is, GA

    Operational Support

    $515
  26. General John Nixon PTO IncSudbury, MA

    Operational Support

    $515
  27. Jenison Christian SchoolJenison, MI

    Operational Support

    $515
  28. Lakeland Christian SchoolLakeland, FL

    Operational Support

    $515
  29. Mason General Hospital FoundationShelton, WA

    Operational Support

    $515
  30. Notre Dame High SchoolWest Haven, CT

    Operational Support

    $515
  31. Notre Dame High School of West HaveWest Haven, CT

    Operational Support

    $515
  32. Paradise Christian Youth CampSouth Barrington, IL

    Operational Support

    $515
  33. Prisma Health Midlands FoundationColumbia, SC

    Operational Support

    $515
  34. Saints Peter & Paul Elementary SchoEaston, MD

    Operational Support

    $515
  35. St Catherine of SienaMetairie, LA

    Operational Support

    $515
  36. St Patrick Catholic SchoolLargo, FL

    Operational Support

    $515
  37. St Francis Borgia High SchoolWashington, MO

    Operational Support

    $515
  38. STS Peter & Paul SchoolGrangeville, ID

    Operational Support

    $515
  39. The Epstein SchoolAtlanta, GA

    Operational Support

    $515
  40. Torah Day School of DallasDallas, TX

    Operational Support

    $515
  41. York Catholic High SchoolYork, PA

    Operational Support

    $515
  42. LPL Financial Foundation IncBoston, MA

    Operational Support

    $401
  43. Cherokee Christian SchoolsWoodstock, GA

    Operational Support

    $360
  44. CMS FoundationCharlotte, NC

    Operational Support

    $283
  45. Bishop FeehanAttleboro, MA

    Operational Support

    $257
  46. Christian Brothers AcademyLincroft, NJ

    Operational Support

    $257
  47. Dana Farber Mass General Brigham CaBoston, MA

    Operational Support

    $257
  48. Marquette Catholic High SchoolAlton, IL

    Operational Support

    $257
  49. Mount de Sales AcademyBaltimore, MD

    Operational Support

    $257
  50. World Vision FoundationFederal Way, WA

    Operational Support

    $209
  51. The Medical University of South CarCharleston, SC

    Operational Support

    $206
  52. Delbarton SchoolMorristown, NJ

    Operational Support

    $103
  53. Mount Notre Dame High SchoolCincinnati, OH

    Operational Support

    $103
  54. Stand Up to CancerLos Angeles, CA

    Operational Support

    $103
  55. The St Francis Hospital FoundationRoslyn, NY

    Operational Support

    $103

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Philanthropy and grantmaking6 grants $2,283,56499% of the total
  2. Education10 grants $8,733<1% of the total
  3. Sports and recreation1 grant $5,000<1% of the total
  4. Animals2 grants $3,500<1% of the total
  5. Mental health1 grant $2,642<1% of the total
  6. Arts and culture1 grant $1,650<1% of the total
  7. 4 other causes6 grants $4,648<1% of the total

By State

Grants to organizations with a US address, latest year.

  1. Delaware1 grant $1,945,802
  2. Virginia1 grant $335,549
  3. Massachusetts10 grants $19,230
  4. North Carolina8 grants $10,313
  5. California3 grants $3,103
  6. Colorado1 grant $2,642
  7. New York3 grants $2,268
  8. Michigan2 grants $2,059
  9. Illinois3 grants $1,802
  10. Georgia3 grants $1,390

Officers, directors and trustees

10 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Sara DadyarMember Designee Hours 1Pay $0
  • Melissa BuchananPresident Hours 1Pay $0
  • Vance KirkseyBoard Chair Hours 1Pay $0
  • Brent SimonichTreasurer Hours 1Pay $0
  • Tom ZgliniecTreasurer Hours 1Pay $0
  • Taylor DensonClerk Hours 1Pay $0
  • Leslie DunhamDirector Hours 1Pay $0
  • Julian LopezDirector Hours 1Pay $0
  • Anne HowardDirector Hours 1Pay $0
  • Marc PotashDirector Hours 1Pay $0

The return

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