LPL FINANCIAL FOUNDATION INC
https://N/A
$6.5M
Total Assets (2021)
N/A
Total Giving (2021)
0
Grants on File (2020–2023)
N/A
Avg Grant Size
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
7047333824
Financial Trends 2022 data appears limited (dashed line) because the IRS transitioned its e-filing system that year and only published 2 months of XML archives.
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | N/A | $6.7M | $3.8M | N/A |
| 2021 | N/A | $6.5M | $1.8M | N/A |
| 2023 | N/A | $7.4M | $3.6M | N/A |
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| Cheryl Trinidad | Director | — |
| Kimberly Sweet | Director | — |
| Brent Simonich | Treasurer | — |
| Judy Ricketts | Director | — |
| Ane Perez | Director | — |
| Matthew Morningstar | Clerk | — |
| Taylor Denson | Assistant Clerk | — |
| Sallie Larsen | Member Designee | — |
| Anne Howard | Director | — |
| Risa Fitzgerald | Director | — |
| Leslie Dunham | Director | — |
| Thomas Zgliniec | Treasurer | — |
| Tim Carter | President | — |
| MAISHA MAHONE | DIRECTOR | — |
| CORINNE MULLER | CLERK | — |
| SHEREE LOVERING | TREASURER | — |
| SCOTT SEESE | TREASURER | — |
| ABBAS HASSAN | DIRECTOR | — |
| JAMES JENSON | DIRECTOR | — |
| MICHELLE MAXEY | DIRECTOR | — |
| RYAN MCCLAIN | DIRECTOR | — |
| LETY NETTLES | DIRECTOR | — |
| CLESHELLE PEARSON | DIRECTOR | — |
| NANCY VALENCIA | DIRECTOR | — |
| DEANNA MOSS | DIRECTOR | — |
| FRANCISCO CAMPOS | DIRECTOR | — |
| CORINNE HAWKINS | CLERK | — |
Grants Awarded (0 total)
| Recipient | Location | Amount | Purpose | Year |
|---|