LPL FINANCIAL FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LPL FINANCIAL FOUNDATION INC (EIN 27-4171978)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-12-19
- IRS object ID
- 202403549349100300
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-19T07:10:18+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Ridgefield Court | AddressLine1Txt |
| City | Asheville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274171978 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LPL Financial Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LPLF | BusinessNameControlTxt |
| Phone | 7047333824 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 State Street 22nd Floor | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brent Simonich | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2024-12-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeremy Naess | PreparerPersonNm |
| PTIN | P01306905 | PTIN |
| Phone | 8282542254 | PhoneNum |
| Preparation | 2024-12-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,406,176 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,432,718 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $126,307 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $126,307 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,559,025 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $126,307 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $894 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $422,602 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,260 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $427,496 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,260 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,574,419 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,574,419 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,001,915 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,260 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,576,419 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $557,110 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $82,047 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,823,572 | CashBOYAmt |
| Cash EOY | $7,406,176 | CashEOYAmt |
| Cash EOYFMV | $7,406,176 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,823,572 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,406,176 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,406,176 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,823,572 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,406,176 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,823,572 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,406,176 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,823,572 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,406,176 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,823,572 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $557,110 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,048 | OtherIncreasesAmt |
| Subtotal | $7,407,730 | SubtotalAmt |
| Other Decreases | $1,554 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,406,176 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,140 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,140 | SubtotalAmt |
| Tax Based On Investment Income | $1,140 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,450 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,450 | TotalPaymentsAndCreditsAmt |
| Overpayment | $310 | OverpaymentAmt |
| Applied To ES Tax | $310 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | The Organization | IndividualWithBooksNm |
| Phone | 7047333824 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 State Street 22nd Floor | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Tim Carter | ||||||||
| 75 State Street 22nd Floor | Boston | MA | 02109 | President | 1.000 | $0 | $0 | $0 |
| Taylor Denson | ||||||||
| 75 State Street 22nd Floor | Boston | MA | 02109 | Assistant Clerk | 1.000 | $0 | $0 | $0 |
| Leslie Dunham | ||||||||
| 75 State Street 22nd Floor | Boston | MA | 02109 | Director | 1.000 | $0 | $0 | $0 |
| Risa Fitzgerald | ||||||||
| 75 State Street 22nd Floor | Boston | MA | 02109 | Director | 1.000 | $0 | $0 | $0 |
| Anne Howard | ||||||||
| 75 State Street 22nd Floor | Boston | MA | 02109 | Director | 1.000 | $0 | $0 | $0 |
| Sallie Larsen | ||||||||
| 75 State Street 22nd Floor | Boston | MA | 02109 | Member Designee | 1.000 | $0 | $0 | $0 |
| Matthew Morningstar | ||||||||
| 75 State Street 22nd Floor | Boston | MA | 02109 | Clerk | 1.000 | $0 | $0 | $0 |
| Ane Perez | ||||||||
| 75 State Street 22nd Floor | Boston | MA | 02109 | Director | 1.000 | $0 | $0 | $0 |
| Judy Ricketts | ||||||||
| 75 State Street 22nd Floor | Boston | MA | 02109 | Director | 1.000 | $0 | $0 | $0 |
| Brent Simonich | ||||||||
| 75 State Street 22nd Floor | Boston | MA | 02109 | Treasurer | 1.000 | $0 | $0 | $0 |
| Kimberly Sweet | ||||||||
| 75 State Street 22nd Floor | Boston | MA | 02109 | Director | 1.000 | $0 | $0 | $0 |
| Cheryl Trinidad | ||||||||
| 75 State Street 22nd Floor | Boston | MA | 02109 | Director | 1.000 | $0 | $0 | $0 |
| Thomas Zgliniec | ||||||||
| 75 State Street 22nd Floor | Boston | MA | 02109 | Treasurer | 1.000 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LPL FINANCIAL INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET 2ND FLOOR | AddressLine1Txt |
| City | boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | management services | ServiceTypeTxt |
| Compensation | $422,602 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,893,753 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,893,753 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,893,753 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,406 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,790,347 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $339,517 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $339,517 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,140 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,140 | TotalTaxAmt |
| Distributable Before Adj | $338,377 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $338,377 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $338,377 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,576,419 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,576,419 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $338,377 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $1,648,405 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,379,901 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $940,249 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,377,540 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,186,746 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,532,841 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,576,419 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $338,377 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,238,042 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,770,883 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,648,405 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,122,478 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,379,901 | ExcessFromYear4Amt |
| Excess From Year3 | $940,249 | ExcessFromYear3Amt |
| Excess From Year2 | $1,377,540 | ExcessFromYear2Amt |
| Excess From Year1 | $2,186,746 | ExcessFromYear1Amt |
| Excess From Current Year | $2,238,042 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (187 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Charities Aid Foundation America | |||||||
| 22r Reinekers Lane Suite 375 | Alexandria | VA | 22314 | None | PC | Operational Support | $675,375 |
| HADDONFIELD FRIENDS SCHOOL | |||||||
| 47 North Haddon Avenue | Haddonfield | NJ | 08003 | None | PC | Operational Support | $500 |
| Notre Dame High School of West Have | |||||||
| One Notre Dame Way | West Haven | CT | 06516 | None | PC | Operational Support | $500 |
| BEREAN ACADEMY | |||||||
| PO BOX 70 | ELBING | KS | 67041 | None | PC | Operational Support | $500 |
| BEREAN CHRISTIAN SCHOOL | |||||||
| 2329 PROSSER RD | KNOXVILLE | TN | 37914 | None | PC | Operational Support | $500 |
| DEPAUL PROPERTIES INC | |||||||
| 1931 BUFFALO RD | ROCHESTER | NY | 146241535 | None | PC | Operational Support | $500 |
| SAN DIEGO STATE UNIVERSITY FOUNDATI | |||||||
| 5250 CAMPANILE DRIVE MC1947 | SAN DIEGO | CA | 921821901 | None | PC | Operational Support | $500 |
| ST GILES SCHOOL | |||||||
| 1034 LINDEN AVENUE | OAK PARK | IL | 603021351 | None | PC | Operational Support | $500 |
| ALL SAINTS CATHOLIC SCHOOL | |||||||
| 139 W ROCKS RD | NORWALK | CT | 06851 | None | PC | Operational Support | $500 |
| THE HOMESTEAD SCHOOL | |||||||
| 428 HOLLOW RD | GLEN SPEY | NY | 12737 | None | PC | Operational Support | $500 |
| FOUNDATION FIGHTING BLINDNESS RETIN | |||||||
| 6925 OAKLAND MILLS ROAD NO 701 | COLUMBIA | MD | 210454714 | None | PC | Operational Support | $500 |
| CATHEDRAL CATHOLIC HIGH SCHOOL | |||||||
| 5555 DEL MAR HEIGHTS RD | SAN DIEGO | CA | 92130 | None | PC | Operational Support | $500 |
| TRINITY CHRISTIAN ACADEMY | |||||||
| 4954 E INTERSTATE 20 SERVICE RD S | WILLOW PARK | TX | 76087 | None | PC | Operational Support | $500 |
| ST MARYS SCHOOL | |||||||
| 730 S CEDAR AVE | OWATONNA | MN | 55060 | None | PC | Operational Support | $250 |
| CHARLOTTESVILLE CATHOLIC SCHOOL | |||||||
| 1205 PEN PARK RD | CHARLOTTESVILLE | VA | 22901 | None | PC | Operational Support | $500 |
| WEALTH PLANNING FOUNDATION | |||||||
| 414 East Street | Rochester | MI | 48307 | None | PC | Operational Support | $500 |
| FREDERICA ACADEMY | |||||||
| 200 MURRAY WAY | SAINT SIMONS ISLAND | GA | 31522 | None | PC | Operational Support | $500 |
| PENN STATE HEALTH | |||||||
| 2583 Gateway Drive Suite 130 | State College | PA | 16801 | None | PC | Operational Support | $100 |
| REDEEMER CLASSICAL SCHOOL | |||||||
| PO BOX 737 | HARRISONBURG | VA | 22803 | None | PC | Operational Support | $500 |
| MICDS SCHOLARSHIP FUND | |||||||
| 101 N WARSON RD | SAINT LOUIS | MO | 631241326 | None | PC | Operational Support | $500 |
| ST MARY'S CATHOLIC SCHOOL K-12 | |||||||
| 104 St Marys St NW | Sleepy Eye | MN | 56085 | None | PC | Operational Support | $250 |
| THE RIVERS SCHOOL | |||||||
| 333 WINTER STREET | WESTON | MA | 024931071 | None | PC | Operational Support | $250 |
| HOLY FAMILY CATHOLIC SCHOOL | |||||||
| 3005 W KATHLEEN AVE | COEUR D ALENE | ID | 838159731 | None | PC | Operational Support | $500 |
| ST CATHERINE OF SIENA | |||||||
| 400 CODIFER BLVD | METAIRIE | LA | 70005 | None | PC | Operational Support | $500 |
| COMMUNITY FOUNDATION OF SOUTHWEST L | |||||||
| P O Box 3125 | Lake Charles | LA | 70602 | None | PC | Operational Support | $500 |
| MT HELIX ACADEMY - TIEE | |||||||
| 5955 Severin Drive | La Mesa | CA | 91942 | None | PC | Operational Support | $500 |
| SETON HALL PREPARATORY SCHOOL | |||||||
| 120 NORTHFIELD AVENUE | WEST ORANGE | NJ | 070524716 | None | PC | Operational Support | $400 |
| TRINITY EPISCOPAL SCHOOL | |||||||
| 1315 JACKSON AVENUE | NEW ORLEANS | LA | 70130 | None | PC | Operational Support | $500 |
| ST XAVIER HIGH SCHOOL | |||||||
| 1609 POPLAR LEVEL ROAD | LOUISVILLE | KY | 402171343 | None | PC | Operational Support | $500 |
| EMERGE CENTER INC | |||||||
| 7784 Innovation Park Dr | Baton Rouge | LA | 70820 | None | PC | Operational Support | $250 |
| CULVER ACADEMICS | |||||||
| 1300 Academy Rd Box 153 | Culver | IN | 46563 | None | PC | Operational Support | $100 |
| DANA FARBER MASS GENERAL BRIGHAM CA | |||||||
| 10 Brookline Pl West 6th Fl | Brookline | MA | 02445 | None | PC | Operational Support | $120 |
| ASSUMPTION HIGH SCHOOL | |||||||
| 2170 TYLER LN | LOUISVILLE | KY | 40205 | None | PC | Operational Support | $500 |
| THE SALINA EDUCATION FOUNDATION | |||||||
| 1511 GYPSUM AVE | SALINA | KS | 674013221 | None | PC | Operational Support | $500 |
| Tri County Office on Aging | |||||||
| 5303 S Cedar St Bld 1 | Lansing | MI | 48911 | None | PC | Operational Support | $375 |
| UNITED WAY FOUNDATION OF THE CAPITA | |||||||
| 2235 MILLENNIUM WAY | ENOLA | PA | 170251497 | None | PC | Operational Support | $500 |
| MONTESSORI SCHOOL OF WESTMINSTER | |||||||
| 1055 MONTESSORI DR | WESTMINSTER | MD | 21158 | None | PC | Operational Support | $500 |
| MID PACIFIC INSTITUTE | |||||||
| 2445 KAALA STREET | HONOLULU | HI | 968222299 | None | PC | Operational Support | $500 |
| ST XAVIER HIGH SCHOOL | |||||||
| 1609 POPLAR LEVEL ROAD | LOUISVILLE | KY | 402171343 | None | PC | Operational Support | $500 |
| JESUIT HIGH SCHOOL | |||||||
| 4701 N HIMES AVE | TAMPA | FL | 33614 | None | PC | Operational Support | $500 |
| Tri County Office on Aging | |||||||
| 5303 S Cedar St Bld 1 | Lansing | MI | 48911 | None | PC | Operational Support | $375 |
| ST BEDE ACADEMY | |||||||
| 24 W US Hwy 6 | PERU | IL | 61354 | None | PC | Operational Support | $500 |
| YELLOW JACKET FOUNDATION INC | |||||||
| 1200 UNIVERSITY STREET | SPEARFISH | SD | 577998840 | None | PC | Operational Support | $500 |
| MADISON MEMORIAL HOSPITAL FOUNDATIO | |||||||
| 450 E MAIN ST | REXBURG | ID | 834402048 | None | PC | Operational Support | $1,000 |
| HADDONFIELD FRIENDS SCHOOL | |||||||
| 47 North Haddon Avenue | Haddonfield | NJ | 08003 | None | PC | Operational Support | $500 |
| Tri County Office on Aging | |||||||
| 5303 S Cedar St Bld 1 | Lansing | MI | 48911 | None | PC | Operational Support | $500 |
| DANA FARBER MASS GENERAL BRIGHAM CA | |||||||
| 10 Brookline Pl West 6th Fl | Brookline | MA | 02445 | None | PC | Operational Support | $464 |
| EL PASO SYMPHONY FOUNDATION | |||||||
| El Paso Symphony Orchestra PO Box 1 | El Paso | TX | 79942 | None | PC | Operational Support | $200 |
| SUNFLOWER DIVERSIFIED SERVICES FOUN | |||||||
| 5611 10th St | GREAT BEND | KS | 675303011 | None | PC | Operational Support | $500 |
| ST MARY'S CATHOLIC SCHOOL K-12 | |||||||
| 104 St Marys St NW | Sleepy Eye | MN | 56085 | None | PC | Operational Support | $287 |
| AASE HAUGEN FOUNDATION INC | |||||||
| 4 OHIO ST | DECORAH | IA | 521011516 | None | PC | Operational Support | $400 |
| LAKE MICHIGAN CATHOLIC SCHOOL | |||||||
| 915 PLEASANT ST | SAINT JOSEPH | MI | 49085 | None | PC | Operational Support | $250 |
| ARKANSAS SYMPHONY ORCHESTRA FOUNDAT | |||||||
| 2417 N Tyler St | Little Rock | AR | 72207 | None | PC | Operational Support | $500 |
| BRENTWOOD CHRISTIAN SCHOOL | |||||||
| 11908 N LAMAR BLVD | AUSTIN | TX | 78753 | None | PC | Operational Support | $500 |
| HOLY TRINITY ELEMENTARY SCHOOL | |||||||
| 745 6TH AVE S | SOUTH SAINT PAUL | MN | 55075 | None | PC | Operational Support | $250 |
| MOUNT PISGAH CHRISTIAN SCHOOL | |||||||
| 9820 Nesbit Ferry Road | Johns Creek | GA | 30022 | None | PC | Operational Support | $100 |
| BEN LIPPEN SCHOOL | |||||||
| 7401 Monticello Rd | Columbia | SC | 29203 | None | PC | Operational Support | $500 |
| WORLD VISION FOUNDATION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 980639716 | None | PC | Operational Support | $250 |
| CRADLE FOUNDATION | |||||||
| 2049 RIDGE AVE | EVANSTON | IL | 602012713 | None | PC | Operational Support | $400 |
| ELDER HIGH SCHOOL FUND TRUST | |||||||
| 3900 VINCENT AVE | CINCINNATI | OH | 452051672 | None | PC | Operational Support | $250 |
| CEDAR ROAD CHRISTIAN ACADEMY | |||||||
| 916 Cedar Road | Chesapeake | VA | 23322 | None | PC | Operational Support | $500 |
| SHARE FOUNDATION INC | |||||||
| PO BOX 400 | ROLLING PR | IN | 463710400 | None | PC | Operational Support | $500 |
| St George Orthodox Church | |||||||
| 1118 Cherry Ave NE | Canton | OH | 44704 | None | PC | Operational Support | $500 |
| CHRISTIAN HEALTH CARE CENTER FOUNDA | |||||||
| 301 SICOMAC AVE | WYCKOFF | NJ | 074812159 | None | PC | Operational Support | $500 |
| MOTHER MCAULEY LIBERAL ARTS HIGH SC | |||||||
| 3737 W 99TH ST | CHICAGO | IL | 60655 | None | PC | Operational Support | $100 |
| ST MARY & ALL ANGELS SCHOOL | |||||||
| 7 Pursuit | Aliso Viejo | CA | 92656 | None | PC | Operational Support | $250 |
| EPWORTH CHILDRENS HOME | |||||||
| PO BOX 50466 | COLUMBIA | SC | 292500466 | None | PC | Operational Support | $500 |
| CARDINAL SPELLMAN HIGH SCHOOL | |||||||
| 738 Court Street | Brockton | MA | 02302 | None | PC | Operational Support | $250 |
| CHARLOTTE LATIN SCHOOL | |||||||
| 9502 Providence Road | Charlotte | NC | 28277 | None | PC | Operational Support | $250 |
| OAKRIDGE ELEMENTARY SCHOOL PTO | |||||||
| 5670 Oakridge Rd | Clover | SC | 29710 | None | PC | Operational Support | $200 |
| FRIENDS OF THE MUSEUM SCHOOL FOUNDA | |||||||
| 211 Maple Street | San Diego | CA | 92103 | None | PC | Operational Support | $100 |
| ST JOHN LUTHERAN SCHOOL | |||||||
| 15800 MANCHESTER RD | ELLISVILLE | MO | 63011 | None | PC | Operational Support | $100 |
| SALVATION ARMY WORLD SERVICE OFFICE | |||||||
| 615 Slaters Ln | Alexandria | VA | 22314 | None | PC | Operational Support | $500 |
| UNIVERSITY SYSTEM OF NEW HAMPSHIRE | |||||||
| ELLIOTT ALUMNI CTR 9 EDGEWOOD RD | DURHAM | NH | 038240000 | None | PC | Operational Support | $500 |
| CHARLOTTE LATIN SCHOOL | |||||||
| 9502 Providence Road | Charlotte | NC | 28277 | None | PC | Operational Support | $500 |
| ATLANTA MISSION SUPPORT CORPORATION | |||||||
| 2353 BOLTON RD NW | ATLANTA | GA | 303181230 | None | PC | Operational Support | $100 |
| THE MEDICAL UNIVERSITY OF SOUTH CAR | |||||||
| 18 BEE ST MSC 450 | CHARLESTON | SC | 294250450 | None | PC | Operational Support | $200 |
| STAND UP TO CANCER | |||||||
| 10880 WILSHIRE BLVD STE 1400 | LOS ANGELES | CA | 900244119 | None | PC | Operational Support | $27 |
| MISSION CLINICAL SERVICES | |||||||
| 216 MCAULEY CT | HOT SPRINGS | AR | 719136312 | None | PC | Operational Support | $335 |
| SANTA CLARA HIGH SCHOOL | |||||||
| 2121 Saviers Rd | Oxnard | CA | 93033 | None | PC | Operational Support | $500 |
| DANA FARBER MASS GENERAL BRIGHAM CA | |||||||
| 450 BROOKLINE AVE BP418 | BOSTON | MA | 022155418 | None | PC | Operational Support | $100 |
| ST JOHN LUTHERAN SCHOOL | |||||||
| 15800 MANCHESTER RD | ELLISVILLE | MO | 63011 | None | PC | Operational Support | $400 |
| OUR LADY OF GRACE CATHOLIC SCHOOL | |||||||
| 2205 W MARKET STREET | GREENSBORO | NC | 274031515 | None | PC | Operational Support | $500 |
| SAN DIEGO FRENCH AMERICAN SCHOOL | |||||||
| 6550 SOLEDAD MOUNTAIN RD | La Jolla | CA | 92037 | None | PC | Operational Support | $500 |
| HEALTHY LEARNERS | |||||||
| 2711 Middleburg Drive Suite 304 | Columbia | SC | 29204 | None | PC | Operational Support | $500 |
| GASTON CHRISTIAN SCHOOL | |||||||
| 1625 LOWELL BETHESDA RD | GASTONIA | NC | 28056 | None | PC | Operational Support | $500 |
| CMS FOUNDATION | |||||||
| 4421 Stuart Andrew Blvd Suite 100 | Charlotte | NC | 28217 | None | PC | Operational Support | $75 |
| WORLD VISION FOUNDATION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 980639716 | None | PC | Operational Support | $113 |
| LPL FINANCIAL FOUNDATION INC | |||||||
| 75 STATE ST 22TH FL | BOSTON | MA | 021091827 | None | PC | Operational Support | $60 |
| LPL FINANCIAL FOUNDATION INC | |||||||
| 75 STATE ST 22TH FL | BOSTON | MA | 021091827 | None | PC | Operational Support | $40 |
| LPL FINANCIAL FOUNDATION INC | |||||||
| 75 STATE STREET 22ND FLOOR | Boston | MA | 021091827 | None | PC | Operational Support | $40 |
| LPL FINANCIAL FOUNDATION INC | |||||||
| 75 STATE ST 22TH FL | BOSTON | MA | 021091827 | None | PC | Operational Support | $40 |
| CMS FOUNDATION | |||||||
| 4421 Stuart Andrew Blvd Suite 100 | Charlotte | NC | 28217 | None | PC | Operational Support | $50 |
| LPL FINANCIAL FOUNDATION INC | |||||||
| 75 STATE STREET 22ND FLOOR | Boston | MA | 021091827 | None | PC | Operational Support | $40 |
| CMS FOUNDATION | |||||||
| 4421 Stuart Andrew Blvd Suite 100 | Charlotte | NC | 28217 | None | PC | Operational Support | $50 |
| LPL FINANCIAL FOUNDATION INC | |||||||
| 75 STATE ST 22TH FL | BOSTON | MA | 021091827 | None | PC | Operational Support | $40 |
| LPL FINANCIAL FOUNDATION INC | |||||||
| 75 STATE STREET 22ND FLOOR | Boston | MA | 021091827 | None | PC | Operational Support | $40 |
| LPL FINANCIAL FOUNDATION INC | |||||||
| 75 STATE ST 22TH FL | BOSTON | MA | 021091827 | None | PC | Operational Support | $40 |
| CMS FOUNDATION | |||||||
| 4421 Stuart Andrew Blvd Suite 100 | Charlotte | NC | 28217 | None | PC | Operational Support | $50 |
| CMS FOUNDATION | |||||||
| 4421 Stuart Andrew Blvd Suite 100 | Charlotte | NC | 28217 | None | PC | Operational Support | $50 |
| LPL FINANCIAL FOUNDATION INC | |||||||
| 75 STATE STREET 22ND FLOOR | Boston | MA | 021091827 | None | PC | Operational Support | $40 |
| LPL FINANCIAL FOUNDATION INC | |||||||
| 75 STATE ST 22TH FL | BOSTON | MA | 021091827 | None | PC | Operational Support | $40 |
| CMS FOUNDATION | |||||||
| 4421 Stuart Andrew Blvd Suite 100 | Charlotte | NC | 28217 | None | PC | Operational Support | $75 |
| LPL FINANCIAL FOUNDATION INC | |||||||
| 75 STATE STREET 22ND FLOOR | Boston | MA | 021091827 | None | PC | Operational Support | $60 |
| DELBARTON SCHOOL | |||||||
| 230 MENDHAM RD | MORRISTOWN | NJ | 79605 | None | PC | Operational Support | $60 |
| LPL FINANCIAL FOUNDATION INC | |||||||
| 75 STATE ST 22TH FL | BOSTON | MA | 021091827 | None | PC | Operational Support | $60 |
| LPL FINANCIAL FOUNDATION INC | |||||||
| 75 STATE ST 22TH FL | BOSTON | MA | 021091827 | None | PC | Operational Support | $20 |
| CMS FOUNDATION | |||||||
| 4421 Stuart Andrew Blvd Suite 100 | Charlotte | NC | 28217 | None | PC | Operational Support | $25 |
| LPL FINANCIAL FOUNDATION INC | |||||||
| 75 STATE STREET 22ND FLOOR | Boston | MA | 021091827 | None | PC | Operational Support | $20 |
| DELBARTON SCHOOL | |||||||
| 230 MENDHAM RD | MORRISTOWN | NJ | 79605 | None | PC | Operational Support | $20 |
| CMS FOUNDATION | |||||||
| 4421 Stuart Andrew Blvd Suite 100 | Charlotte | NC | 28217 | None | PC | Operational Support | $75 |
| LPL FINANCIAL FOUNDATION INC | |||||||
| 75 STATE ST 22TH FL | BOSTON | MA | 021091827 | None | PC | Operational Support | $60 |
| LPL FINANCIAL FOUNDATION INC | |||||||
| 75 STATE STREET 22ND FLOOR | Boston | MA | 021091827 | None | PC | Operational Support | $60 |
| DELBARTON SCHOOL | |||||||
| 230 MENDHAM RD | MORRISTOWN | NJ | 79605 | None | PC | Operational Support | $20 |
| LPL FINANCIAL FOUNDATION INC | |||||||
| 75 STATE ST 22TH FL | BOSTON | MA | 021091827 | None | PC | Operational Support | $40 |
| CMS FOUNDATION | |||||||
| 4421 Stuart Andrew Blvd Suite 100 | Charlotte | NC | 28217 | None | PC | Operational Support | $50 |
| LPL FINANCIAL FOUNDATION INC | |||||||
| 75 STATE STREET 22ND FLOOR | Boston | MA | 021091827 | None | PC | Operational Support | $40 |
| LPL FINANCIAL FOUNDATION INC | |||||||
| 75 STATE ST 22TH FL | BOSTON | MA | 021091827 | None | PC | Operational Support | $40 |
| LPL FINANCIAL FOUNDATION INC | |||||||
| 75 STATE STREET 22ND FLOOR | Boston | MA | 021091827 | None | PC | Operational Support | $40 |
| LPL FINANCIAL FOUNDATION INC | |||||||
| 75 STATE ST 22TH FL | BOSTON | MA | 021091827 | None | PC | Operational Support | $20 |
| LPL FINANCIAL FOUNDATION INC | |||||||
| 75 STATE STREET 22ND FLOOR | Boston | MA | 021091827 | None | PC | Operational Support | $40 |
| GIRLS ON THE RUN OF UNION COUNTY | |||||||
| 1930 Weddington Rd | Weddington | NC | 28104 | None | PC | Operational Support | $250 |
| SAN DIEGO RESCUE MISSION INC | |||||||
| PO BOX 80427 | SAN DIEGO | CA | 921380427 | None | PC | Operational Support | $1,500 |
| ANVIL OF HOPE | |||||||
| 9990 AleSmith Ct | SAN DIEGO | CA | 921260000 | None | PC | Operational Support | $1,500 |
| PENINSULA VOLUNTEERS INC | |||||||
| 800 MIDDLE AVE | MENLO PARK | CA | 940255121 | None | PC | Operational Support | $1,000 |
| PROJECT HELPING | |||||||
| 8100 E ARAPAHOE RD STE 303 | CENTENNIAL | CO | 801121455 | None | PC | Operational Support | $1,619 |
| ONCOLOGY AND KIDS INC | |||||||
| 8898 NAVAJO ROAD SUITE C337 | SAN DIEGO | CA | 921190000 | None | PC | Operational Support | $3,000 |
| CAROLINA BREAST FRIENDS INC | |||||||
| 1607 E MOREHEAD ST | CHARLOTTE | NC | 282071607 | None | PC | Operational Support | $1,500 |
| CREATIVE MINDS NYC INC | |||||||
| 35 W 35TH ST RM 701 | NEW YORK | NY | 100012205 | None | PC | Operational Support | $1,650 |
| Foundation For Hospital Art Inc | |||||||
| 131 Village Centre West | Woodstock | GA | 30188 | None | PC | Operational Support | $3,000 |
| YMCA OF GREATER CHARLOTTE | |||||||
| 400 E Morehead St Financial Deve | Charlotte | NC | 28202 | None | PC | Operational Support | $1,000 |
| JEWISH FAMILY SERVICE OF SAN DIEGO | |||||||
| 8804 BALBOA AVE | SAN DIEGO | CA | 921231506 | None | PC | Operational Support | $1,500 |
| SAN DIEGO RESCUE MISSION INC | |||||||
| PO BOX 80427 | SAN DIEGO | CA | 921380427 | None | PC | Operational Support | $1,500 |
| American Red Cross | |||||||
| 2425 Park Road | Charlotte | NC | 28203 | None | PC | Operational Support | $1,500 |
| American Red Cross Southern California Region | |||||||
| 3950 Calle Fortunada | San Diego | CA | 92123 | None | PC | Operational Support | $1,500 |
| HUMANE SOCIETY OF CHARLOTTE INC | |||||||
| 1348 Parker Drive | CHARLOTTE | NC | 28208 | None | PC | Operational Support | $1,000 |
| JACOBS & CUSHMAN SAN DIEGO FOOD BANK | |||||||
| 9850 DISTRIBUTION AVE | SAN DIEGO | CA | 921212320 | None | PC | Operational Support | $1,500 |
| New England Center and Home for Veterans | |||||||
| 17 COURT ST | BOSTON | MA | 021082601 | None | PC | Operational Support | $1,800 |
| Operation Gratitude Inc | |||||||
| PO Box 260257 | Encino | CA | 914260257 | None | PC | Operational Support | $3,000 |
| San Diego Humane Society | |||||||
| 5500 Gaines St | SAN DIEGO | CA | 92110 | None | PC | Operational Support | $1,000 |
| SECOND HARVEST FOOD BANK OF METROLINA INC | |||||||
| 500 SPRATT ST STE B | CHARLOTTE | NC | 282063235 | None | PC | Operational Support | $1,500 |
| Angel Flight NE | |||||||
| 492 Sutton St | North Andover | MA | 01845 | None | PC | Operational Support | $5,000 |
| ANIMAL RESCUE LEAGUE OF BOSTON | |||||||
| 10 Annas Place | Dedham | MA | 02026 | None | PC | Operational Support | $2,500 |
| Big Brothers Big Sisters of Eastern Massachusetts | |||||||
| 184 High Street 3rd Floor | BOSTON | MA | 02110 | None | PC | Operational Support | $2,500 |
| FOR KIDS SAKE FOUNDATION INCORPORATED | |||||||
| 550 KELLEY BLVD | N ATTLEBORO | MA | 027604103 | None | PC | Operational Support | $5,000 |
| GREATER BOSTON LEGAL SERVICES INC | |||||||
| 197 FRIEND ST | BOSTON | MA | 021141802 | None | PC | Operational Support | $1,000 |
| Arts Council of York County | |||||||
| 121 E MAIN ST | ROCK HILL | SC | 297304539 | None | PC | Operational Support | $500 |
| Boston Health Care for the Homeless Program | |||||||
| 780 ALBANY ST | BOSTON | MA | 021182755 | None | PC | Operational Support | $1,000 |
| CARITAS OF AUSTIN | |||||||
| 611 NECHES ST | AUSTIN | TX | 787013324 | None | PC | Operational Support | $1,000 |
| GIVINGA FOUNDATION INC | |||||||
| 396 WASHINGTON STREET NO 307 | WELLESLEY | MA | 024816209 | None | PC | Operational Support | $1,750 |
| GIVINGA FOUNDATION INC | |||||||
| 396 WASHINGTON STREET NO 307 | WELLESLEY | MA | 024816209 | None | PC | Operational Support | $2,200 |
| HARVESTERS-THE COMMUNITY FOOD NETWORK | |||||||
| 3801 TOPPING AVE | KANSAS CITY | MO | 641291744 | None | PC | Operational Support | $1,000 |
| JACOBS & CUSHMAN SAN DIEGO FOOD BANK | |||||||
| 9850 DISTRIBUTION AVE | SAN DIEGO | CA | 921212320 | None | PC | Operational Support | $1,000 |
| RISE AGAINST HUNGER | |||||||
| 4801 GLENWOOD AVE STE 200 | RALEIGH | NC | 276123857 | None | PC | Operational Support | $16,200 |
| SECOND HARVEST FOOD BANK OF METROLINA INC | |||||||
| 500 SPRATT ST STE B | CHARLOTTE | NC | 282063235 | None | PC | Operational Support | $1,000 |
| Veterans Community Project | |||||||
| 8900 Troost Ave | Kansas City | MO | 64131 | None | PC | Operational Support | $1,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 200 Massachusetts Ave NW 7th Floor | WASHINGTON | DC | 20001 | None | PC | Operational Support | $20,000 |
| CENTRAL TEXAS FOOD BANK INC | |||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 787443123 | None | PC | Operational Support | $1,000 |
| GIVINGA FOUNDATION INC | |||||||
| 396 WASHINGTON STREET NO 307 | WELLESLEY | MA | 024816209 | None | PC | Operational Support | $2,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 322 W LAMAR ST | AMERICUS | GA | 317093543 | None | PC | Operational Support | $5,000 |
| PINE STREET INN INC | |||||||
| 434 HARRISON AVE | BOSTON | MA | 021182404 | None | PC | Operational Support | $1,000 |
| VISIT ORG PHILANTHROPIC FOUNDATION | |||||||
| 244 5TH AVE STE 2917 | NEW YORK | NY | 100017604 | None | PC | Operational Support | $3,966 |
| BIG BROTHERS BIG SISTERS of CENTRAL CAROLINAS | |||||||
| 8514 McAlpine Park Drive Suite 130 | Charlotte | NC | 28211 | None | PC | Operational Support | $15,000 |
| BIG BROTHERS BIG SISTERS OF SAN DIEGO COUNTY INC | |||||||
| 4305 UNIVERSITY AVE STE 590 | SAN DIEGO | CA | 92105 | None | PC | Operational Support | $12,500 |
| California State University San Marcos Foundation | |||||||
| 333 S Twin Oaks Valley Road | San Marcos | CA | 920960001 | None | PC | Operational Support | $10,000 |
| COMMUNITIES IN SCHOOLS OF CHARLOTTE MECKLENBURG INC | |||||||
| 601 E 5TH ST STE 300 | CHARLOTTE | NC | 282023094 | None | PC | Operational Support | $25,000 |
| FOUNDATION FOR THE CAROLINAS | |||||||
| 220 N TRYON ST | CHARLOTTE | NC | 282022137 | None | PC | Operational Support | $55,000 |
| JUNIOR ACHIEVEMENT OF CENTRAL CAROLINAS INC | |||||||
| 1701 North Graham Street Suite 100 | Charlotte | NC | 28206 | None | PC | Operational Support | $15,000 |
| JUNIOR ACHIEVEMENT OF SAN DIEGO COUNTY | |||||||
| 4756 MISSION GORGE PL | SAN DIEGO | CA | 921204227 | None | PC | Operational Support | $15,000 |
| CREATIVE MINDS NYC INC | |||||||
| 35 W 35TH ST RM 701 | NEW YORK | NY | 100012205 | None | PC | Operational Support | $1,500 |
| Foundation For Hospital Art Inc | |||||||
| 131 Village Centre West | Woodstock | GA | 30188 | None | PC | Operational Support | $2,880 |
| ROCK THE STREET WALL STREET | |||||||
| 3523 TRIMBLE RD | NASHVILLE | TN | 372153225 | None | PC | Operational Support | $25,000 |
| PROJECT HELPING | |||||||
| 8100 E ARAPAHOE RD STE 303 | CENTENNIAL | CO | 801121455 | None | PC | Operational Support | $1,650 |
| PROJECT HELPING | |||||||
| 8100 E ARAPAHOE RD STE 303 | CENTENNIAL | CO | 801121455 | None | PC | Operational Support | $2,384 |
| OPERATION RED SHOES FOUNDATION CORPORATION | |||||||
| 1777 PLANTATION RD | GERMANTOWN | TN | 381382727 | None | PC | Operational Support | $1,000 |
| HAWAII COMMUNITY FOUNDATION | |||||||
| 827 FORT STREET MALL | HONOLULU | HI | 968134317 | None | PC | Operational Support | $10,000 |
| RISE AGAINST HUNGER | |||||||
| 4801 GLENWOOD AVE STE 200 | RALEIGH | NC | 276123857 | None | PC | Operational Support | $16,481 |
| SECOND HARVEST FOOD BANK OF METROLINA INC | |||||||
| 500 SPRATT ST STE B | CHARLOTTE | NC | 282063235 | None | PC | Operational Support | $50 |
| INROADS | |||||||
| 260 Peachtree Street NESTE 400 | Atlanta | GA | 30303 | None | PC | Operational Support | $150,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 431 18TH ST NW | WASHINGTON | DC | 200065310 | None | PC | Operational Support | $100 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 40 Rector Street 16th Floor | NEW YORK | NY | 10006 | None | PC | Operational Support | $1,150 |
| EMERGENCY ASSISTANCE FOUNDATION INC | |||||||
| 700 S DIXIE HWY STE 107 | WEST PALM BCH | FL | 334015854 | None | PC | Operational Support | $450 |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 068254867 | None | PC | Operational Support | $100 |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 28 LIBERTY ST 34TH FL | NEW YORK | NY | 100051444 | None | PC | Operational Support | $445,500 |
| SCORE FOUNDATION | |||||||
| 1165 HERNDON PKWY STE 100 | HERNDON | VA | 201705533 | None | PC | Operational Support | $100,000 |
| Girls Who Invest | |||||||
| 28 Liberty Street 6th Flr | New York | NY | 10001 | None | PC | Operational Support | $350,000 |
| The American College of Financial Services | |||||||
| 630 ALLENDALE RD STE 400 | KING OF PRUSSA | PA | 194061695 | None | PC | Operational Support | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,574,421 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,307 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $126,307 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $126,307 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | ||||||
| 1 | 4828 PARKWAY PLAZA BLVD | CHARLOTTE | NC | 28217 | $1,840,315 | Yes (X) |
| Avritek | ||||||
| 2 | 650 Gateway Center Way Suite I | San Diego | CA | 92102 | $29,745 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT TIMING DIFFERENCES | Desc |
| Amt | $1,554 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBCONTRACTED ADMINISTRATIVE SERVICES | Desc |
| Revenue And Expenses Per Books | $422,602 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $42,260 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gain on investments | Desc |
| Amt | $27,048 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $894 | Amt |