Million Dollar Round Table Foundation
PARK RIDGE, IL
Total revenue
$2.9M
Total expenses
$2.4M
Net assets
$37.1M
Grants received
$4.5M
29 grants
EIN
366080766
Tax year
2023
Mission
The mdrt foundation is the charitable arm of million dollar round table (mdrt), a global association of financial services professionals. The mission of the mdrt foundation is to increase member and industry participation and to give funds to worthwhile charitable organizations throughout the world.
Financials
FY 2023
Revenue
Expenses
People
21 listed
MOHAMAD MANMOHAN ABDULLAH CHFC CLU
TRUSTEE
—
0.5 hrs/wk
ADRIAN P BAKER DIPPFS
IMMEDIATE PAST PRESIDENT
—
1 hrs/wk
JOHN R BENTON JR CHFC CLTC
TRUSTEE
—
0.5 hrs/wk
DAVID C BLAKE
SECRETARY
—
1 hrs/wk
TIMOTHY DANIEL CLAIRMONT CFP MSFS
TRUSTEE
—
0.5 hrs/wk
ALESSANDRO M FORTE FCII CFP
VICE PRESIDENT
—
1 hrs/wk
SIMON JOHN GIBSON DIPPFS
TRUSTEE
—
0.5 hrs/wk
JULIANNE HERTEL CLU CHFC
TRUSTEE
—
0.5 hrs/wk
HEATHER LINDSLEY LUTCF RICP
TREASURER
—
1 hrs/wk
ANDREW C LORD CLU CHFC
PRESIDENT
—
1 hrs/wk
MILIANA MARTEN AEPP
TRUSTEE
—
0.5 hrs/wk
AURORA L TANCOCK FLMI CFP
TRUSTEE
—
0.5 hrs/wk
ROSS VANDERWOLF CFP
TRUSTEE
—
0.5 hrs/wk
CHENG HUANN YEOH CHFC CLU
TRUSTEE
—
0.5 hrs/wk
JOHAN FANGGARA CFP
TRUSTEE
—
0.5 hrs/wk
THIAN LUNG JONG
TRUSTEE
—
0.5 hrs/wk
ADDIE MURDOCK
TRUSTEE
—
0.5 hrs/wk
PARESH B SHAH CFP
TRUSTEE
—
0.5 hrs/wk
PEGGY TSAI RFP CCFP
EXECUTIVE COMMITTEE LIASON
—
0.25 hrs/wk
MICHELE STAUFF CFRE
EXECUTIVE DIRECTOR
—
40 hrs/wk
KAREN MATTS
GLOBAL DEVELOPMENT MANAGER
—
40 hrs/wk
Grants received
Showing 29 of 29
Funded by
$4.5M from 11 funders · 29 grants · 2019–2024
$2.2M · 4 grants · 2020–2024
$2.0M · 5 grants · 2020–2024
$87K · 4 grants · 2020–2024
$83K · 6 grants · 2019–2023
$56K · 3 grants · 2019–2022
$50K · 1 grant · 2024
$25K · 1 grant · 2020
$23K · 2 grants · 2022–2023