Private foundation (trust)EIN 274171978Est. 2011-11
LPL Financial Foundation Inc
Boston, MA 02109
Total Assets
$7.4M
FY 2023
Annual Giving
$2.6M
FY 2023
Grants Made
187
FY 2023
Avg Grant
$14K
FY 2023
Grant Range
$20–$675K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$3.6M
Total Expenses
$3.0M
Qualifying Distributions
$2.6M
Distributable Amount
$338K
Min. Investment Return
$340K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
187 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
2 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
500 grants
Grant Size Distribution
500 grants
Geographic Focus
40 states
+30 more states
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