LPL FINANCIAL FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LPL FINANCIAL FOUNDATION INC (EIN 27-4171978)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202533149349101598
- Schema version
- 2024v5.1
- 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 Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T11:09:28+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 201 Washington Street Suite 300 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marc Potash | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeremy Naess | PreparerPersonNm |
| PTIN | P01306905 | PTIN |
| Phone | 8282542254 | PhoneNum |
| Preparation | 2025-10-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,786,256 | 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 | $3,111,808 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $225,406 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $225,406 | 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 | $3,337,214 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $225,406 | 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 | $21,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,500 | 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 | $1,450 | 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 | $773,125 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $77,313 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $795,575 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,813 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,332,606 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,332,606 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,128,181 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,813 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,343,106 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $209,033 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $137,593 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,406,176 | CashBOYAmt |
| Cash EOY | $7,786,256 | CashEOYAmt |
| Cash EOYFMV | $7,786,256 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| 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 | $7,406,176 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,786,256 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,786,256 | 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 | $7,406,176 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,786,256 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,406,176 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,786,256 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,406,176 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,786,256 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,406,176 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $209,033 | ExcessRevenueOverExpensesAmt |
| Other Increases | $171,047 | OtherIncreasesAmt |
| Subtotal | $7,786,256 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,786,256 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,913 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,913 | SubtotalAmt |
| Tax Based On Investment Income | $1,913 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,487 | OverpaymentAmt |
| Applied To ES Tax | $1,487 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | Yes (true) | 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 | 201 Washington Street Suite 300 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| Sara Dadyar | ||||||||
| 201 Washington Street Suite 300 | Boston | MA | 02108 | Member Designee | 1.00 | $0 | $0 | $0 |
| Melissa Buchanan | ||||||||
| 201 Washington Street Suite 300 | Boston | MA | 02108 | President | 1.00 | $0 | $0 | $0 |
| Vance Kirksey | ||||||||
| 201 Washington Street Suite 300 | Boston | MA | 02108 | Board Chair | 1.00 | $0 | $0 | $0 |
| Brent Simonich | ||||||||
| 201 Washington Street Suite 300 | Boston | MA | 02108 | Treasurer | 1.00 | $0 | $0 | $0 |
| Tom Zgliniec | ||||||||
| 201 Washington Street Suite 300 | Boston | MA | 02108 | Treasurer | 1.00 | $0 | $0 | $0 |
| Taylor Denson | ||||||||
| 201 Washington Street Suite 300 | Boston | MA | 02108 | Clerk | 1.00 | $0 | $0 | $0 |
| Leslie Dunham | ||||||||
| 201 Washington Street Suite 300 | Boston | MA | 02108 | Director | 1.00 | $0 | $0 | $0 |
| Julian Lopez | ||||||||
| 201 Washington Street Suite 300 | Boston | MA | 02108 | Director | 1.00 | $0 | $0 | $0 |
| Anne Howard | ||||||||
| 201 Washington Street Suite 300 | Boston | MA | 02108 | Director | 1.00 | $0 | $0 | $0 |
| Marc Potash | ||||||||
| 201 Washington Street Suite 300 | Boston | MA | 02108 | Director | 1.00 | $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 | 201 Washington Street Suite 300 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | management services | ServiceTypeTxt |
| Compensation | $688,413 | 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 | $6,277,393 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,277,393 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,277,393 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $94,161 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,183,232 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $309,162 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $309,162 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,913 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,913 | TotalTaxAmt |
| Distributable Before Adj | $307,249 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $307,249 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $307,249 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,343,106 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,343,106 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $307,249 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,379,901 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $940,249 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,377,540 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,186,746 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,238,042 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,122,478 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,343,106 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $307,249 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,035,857 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,158,335 | 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 | $1,379,901 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,778,434 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $940,249 | ExcessFromYear4Amt |
| Excess From Year3 | $1,377,540 | ExcessFromYear3Amt |
| Excess From Year2 | $2,186,746 | ExcessFromYear2Amt |
| Excess From Year1 | $2,238,042 | ExcessFromYear1Amt |
| Excess From Current Year | $2,035,857 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Online Giving Foundation | |||||||
| 40 East Main Street Suite 887 | Newark | DE | 19711 | None | PC | Operational Support | $1,945,802 |
| American Red Cross | |||||||
| 2425 Park Road | Charlotte | NC | 28203 | 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 |
| ANVIL OF HOPE | |||||||
| 9990 AleSmith Ct | SAN DIEGO | CA | 921260000 | None | PC | Operational Support | $1,500 |
| ASSUMPTION HIGH SCHOOL | |||||||
| 2170 TYLER LN | LOUISVILLE | KY | 40205 | None | PC | Operational Support | $515 |
| Big Brothers Big Sisters of Eastern Massachusetts | |||||||
| 184 High Street 3rd Floor | BOSTON | MA | 02110 | None | PC | Operational Support | $2,500 |
| BISHOP FEEHAN | |||||||
| 70 HOLCOTT DRIVE | ATTLEBORO | MA | 027031060 | None | PC | Operational Support | $257 |
| BNAI SHALOM DAY SCHOOL | |||||||
| 804A WINVIEW DR | GREENSBORO | NC | 27410 | None | PC | Operational Support | $515 |
| Charities Aid Foundation America | |||||||
| 225 Reinekers Lane Suite 375 | Alexandria | VA | 22314 | None | PC | Operational Support | $335,549 |
| CHARLOTTE LATIN SCHOOL | |||||||
| 9502 Providence Road | Charlotte | NC | 28277 | None | PC | Operational Support | $515 |
| CHEROKEE CHRISTIAN SCHOOLS | |||||||
| 3075 TRICKUM RD | WOODSTOCK | GA | 30188 | None | PC | Operational Support | $360 |
| CHRISTIAN BROTHERS ACADEMY | |||||||
| 850 Newman Springs Road | Lincroft | NJ | 07738 | None | PC | Operational Support | $257 |
| CLASSROOM CENTRAL INC | |||||||
| 2116 Wilkinson Boulevard | Charlotte | NC | 28208 | None | PC | Operational Support | $3,500 |
| CMS FOUNDATION | |||||||
| 4421 Stuart Andrew Blvd Suite 100 | Charlotte | NC | 28217 | None | PC | Operational Support | $283 |
| CREATIVE MINDS NYC INC | |||||||
| 35 W 35TH ST RM 701 | NEW YORK | NY | 100012205 | None | PC | Operational Support | $1,650 |
| DANA FARBER MASS GENERAL BRIGHAM CA | |||||||
| 450 BROOKLINE AVE BP418 | BOSTON | MA | 022155418 | None | PC | Operational Support | $257 |
| DELBARTON SCHOOL | |||||||
| 230 MENDHAM RD | Morristown | NJ | 07960 | None | PC | Operational Support | $103 |
| DEPAUL PROPERTIES INC | |||||||
| 1931 BUFFALO RD | ROCHESTER | NY | 146241535 | None | PC | Operational Support | $515 |
| Families Forward Charlotte | |||||||
| PO Box 470436 | Charlotte | NC | 28247 | None | PC | Operational Support | $1,500 |
| First Gen Scholars | |||||||
| 1531 Masterson Lane | San Diego | CA | 92154 | None | PC | Operational Support | $1,500 |
| FOR KIDS SAKE FOUNDATION INCORPORATED | |||||||
| 550 KELLEY BLVD N | ATTLEBORO | MA | 027604103 | None | PC | Operational Support | $5,000 |
| FREDERICA ACADEMY | |||||||
| 200 MURRAY WAY | SAINT SIMONS ISLAND | GA | 31522 | None | PC | Operational Support | $515 |
| GENERAL JOHN NIXON PTO INC | |||||||
| 472 CONCORD RD | SUDBURY | MA | 017761823 | None | PC | Operational Support | $515 |
| GREATER BOSTON LEGAL SERVICES INC | |||||||
| 197 FRIEND ST | BOSTON | MA | 021141802 | None | PC | Operational Support | $1,000 |
| HUMANE SOCIETY OF CHARLOTTE INC | |||||||
| 1348 Parker Drive | Charlotte | NC | 28208 | None | PC | Operational Support | $1,000 |
| JENISON CHRISTIAN SCHOOL | |||||||
| 7726 GRACELAND DR | JENISON | MI | 49428 | None | PC | Operational Support | $515 |
| LAKELAND CHRISTIAN SCHOOL | |||||||
| 1111 Forest Park St | Lakeland | FL | 33803 | None | PC | Operational Support | $515 |
| LPL FINANCIAL FOUNDATION INC | |||||||
| 75 STATE STREET 22ND FLOOR | BOSTON | MA | 02109 | None | PC | Operational Support | $401 |
| MARQUETTE CATHOLIC HIGH SCHOOL | |||||||
| 219 East 4th St | Alton | IL | 62002 | None | PC | Operational Support | $257 |
| MASON GENERAL HOSPITAL FOUNDATION | |||||||
| PO Box 1668 | Shelton | WA | 98584 | None | PC | Operational Support | $515 |
| MOUNT DE SALES ACADEMY | |||||||
| 700 ACADEMY RD | BALTIMORE | MD | 21228 | None | PC | Operational Support | $257 |
| MOUNT NOTRE DAME HIGH SCHOOL | |||||||
| 711 E Columbia Ave | Cincinnati | OH | 45215 | None | PC | Operational Support | $103 |
| New England Center and Home for Veterans | |||||||
| 17 COURT ST | BOSTON | MA | 021082601 | None | PC | Operational Support | $1,800 |
| NOTRE DAME HIGH SCHOOL | |||||||
| 24 RICARDO ST | WEST HAVEN | CT | 06516 | None | PC | Operational Support | $515 |
| Notre Dame High School of West Have | |||||||
| One Notre Dame Way | West Haven | CT | 06516 | None | PC | Operational Support | $515 |
| PARADISE CHRISTIAN YOUTH CAMP | |||||||
| 67 E Algonquin Rd | South Barrington | IL | 600106132 | None | PC | Operational Support | $515 |
| PRISMA HEALTH MIDLANDS FOUNDATION | |||||||
| 1600 MARION ST | COLUMBIA | SC | 29201 | None | PC | Operational Support | $515 |
| PROJECT HELPING | |||||||
| 8100 E ARAPAHOE RD STE 303 | CENTENNIAL | CO | 801121455 | None | PC | Operational Support | $2,642 |
| SAINTS PETER & PAUL ELEMENTARY SCHO | |||||||
| 900 HIGH ST | EASTON | MD | 21601 | None | PC | Operational Support | $515 |
| SECOND HARVEST FOOD BANK OF METROLINA INC | |||||||
| 500 SPRATT ST STE B | CHARLOTTE | NC | 282063235 | None | PC | Operational Support | $1,500 |
| SETON HALL PREPARATORY SCHOOL | |||||||
| 120 NORTHFIELD AVENUE | WEST ORANGE | NJ | 070524716 | None | PC | Operational Support | $618 |
| ST CATHERINE OF SIENA | |||||||
| 400 CODIFER BLVD | METAIRIE | LA | 70005 | None | PC | Operational Support | $515 |
| ST PATRICK CATHOLIC SCHOOL | |||||||
| 1501 TROTTER ROAD | LARGO | FL | 337704366 | None | PC | Operational Support | $515 |
| ST PIUS X ELEMENTARY SCHOOL | |||||||
| 601 WESTMORE MEYERS RD | LOMBARD | IL | 60148 | None | PC | Operational Support | $1,030 |
| ST FRANCIS BORGIA HIGH SCHOOL | |||||||
| 1000 Borgia Dr | Washington | MO | 63090 | None | PC | Operational Support | $515 |
| STAND UP TO CANCER | |||||||
| 10880 WILSHIRE BLVD STE 1400 | LOS ANGELES | CA | 900244119 | None | PC | Operational Support | $103 |
| STS PETER & PAUL SCHOOL | |||||||
| 330 S B ST | GRANGEVILLE | ID | 83530 | None | PC | Operational Support | $515 |
| THE EPSTEIN SCHOOL | |||||||
| 335 COLEWOOD WAY NW | ATLANTA | GA | 303282956 | None | PC | Operational Support | $515 |
| THE MEDICAL UNIVERSITY OF SOUTH CAR | |||||||
| 18 BEE ST MSC 450 | CHARLESTON | SC | 294250450 | None | PC | Operational Support | $206 |
| THE ST FRANCIS HOSPITAL FOUNDATION | |||||||
| 100 Port Washington Blvd | Roslyn | NY | 11548 | None | PC | Operational Support | $103 |
| TORAH DAY SCHOOL OF DALLAS | |||||||
| 6921 FRANKFORD RD | DALLAS | TX | 75252 | None | PC | Operational Support | $515 |
| WEALTH PLANNING FOUNDATION | |||||||
| 414 East Street | Rochester | MI | 48307 | None | PC | Operational Support | $1,544 |
| WORLD VISION FOUNDATION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 980639716 | None | PC | Operational Support | $209 |
| YORK CATHOLIC HIGH SCHOOL | |||||||
| 601 E SPRINGETTSBURY AVE | YORK | PA | 17403 | None | PC | Operational Support | $515 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,332,606 | 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 | $225,406 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $225,406 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $225,406 | 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 | 4707 Executive Drive | San Diego | CA | 92121 | $1,121,605 | Yes (X) |
| Avritek | ||||||
| 2 | 650 Gateway Center Way Suite I | San Diego | CA | 92102 | $168,047 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $21,000 | Amt |
| Net Investment Income | $10,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,500 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBCONTRACTED ADMINISTRATIVE SERVICES | Desc |
| Revenue And Expenses Per Books | $773,125 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $77,313 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gain on investments | Desc |
| Amt | $171,047 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $1,450 | Amt |