· Private foundation
LPL Financial Foundation Inc
Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
Read this first · the figures below need context
98% of LPL Financial Foundation Inc’s FY2024 grant dollars went to American Online Giving Foundation Inc, not to grantees.
Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 35 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2023, the last year LPL Financial Foundation Inc named its own grantees at scale: 96 organizations, $3M. It is dated, not current.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2020–2024.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2023
- Under $10k169 grants · $118k
- $10k–50k11 grants · $180k
- $50k–250k3 grants · $305k
- $250k+4 grants · $2.0M
| Recipient | Amount |
|---|---|
| Charities Aid Foundation America | $675,375 |
| The American College of Financial Services | $500,000 |
| LOCAL INITIATIVES SUPPORT CORPORATION | $445,500 |
| Girls Who Invest | $350,000 |
| INROADS | $150,000 |
| SCORE FOUNDATION | $100,000 |
| FOUNDATION FOR THE CAROLINAS | $55,000 |
| ROCK THE STREET WALL STREET | $25,000 |
| COMMUNITIES IN SCHOOLS OF CHARLOTTE MECKLENBURG INC | $25,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | $20,000 |
| RISE AGAINST HUNGER | $16,481 |
| RISE AGAINST HUNGER | $16,200 |
| JUNIOR ACHIEVEMENT OF SAN DIEGO COUNTY | $15,000 |
| JUNIOR ACHIEVEMENT OF CENTRAL CAROLINAS INC | $15,000 |
| BIG BROTHERS BIG SISTERS of CENTRAL CAROLINAS | $15,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY20–23, $250k) land where the poverty rate runs at 11%, against an area that typically sits at 10%. 92% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +34% since the first grant, against +29% for the ones you funded once.
696 repeat relationships — 73 still active in FY2023, 623 since wound down; 74 grantees were first funded in FY2023 (too recent to call). Read against FY2023, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 80% of grant dollars renewed an existing relationship; $10k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
LOCAL INITIATIVES SUPPORT CORPORATION3× · 2021–2023 · $1.1M · revenue +6%- JCJOHNSON C SMITH UNIVERSITY3× · 2020–2022 · $409k · revenue +12%
- RTROCK THE STREET WALL STREET4× · 2020–2023 · $300k · revenue +59%
Funded once
- C2COMPUTERS 2 SD KIDSone grant, 2020 · $12k · revenue -17%
- EIE2D INCone grant, 2020 · $12k
- CTCENTRAL TEXAS FOOD BANK FOUNDATIONone grant, 2021 · $10k · revenue -19%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.
The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…
Rooted in the liberal arts & sciences & lutheran expression of the christian faith, & is committed to offering a challenging education that develops qualities of mind, spirit, & body necessary for a rewarding life of leadership & service…
Columbia college improves lives by providing quality education to both traditional and nontraditional students, helping them achieve their true potential.
Northeast college of health sciences (the college) is committed to academic excellence, leadership, and professional best practices in the health sciences.
The mission of south shore charter school is to cultivate students the tenacity, integrity, and curiosity needed to become innovative and socially responsible leaders, ready to face and solve the ever-changing challenges facing our…
To educate students to be ethical and socially responsible leaders in a global community.
The common application is a not-for-profit membership organization of over 1,100 colleges and universities across the globe committed to access, equity, and integrity in the college admission process. every year, over 1.5 million students…
The organization's primary exempt purpose is to provide access to and conduct activities in furtherance of higher education.
The association serves its members by creating resources that enable california school administrators to develop and apply creative leadership and management skills and in turn, improve the educational process for all students.
Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.
Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.
For reference, the grantee most central to the portfolio’s shape is Make-a-Wish Northeastern & Central California and the most unlike its peers is Internet Archive. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 34 years old; the field is 16. You back the established end — and your money leans older still.
The field is 22% startups (under 5 years old) — 1% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.4% lost their exemption, against 13% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
1433 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 1433 of the 1,829 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Showing your 200 largest grantees by grant value.
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds AMERICAN ONLINE GIVING FOUNDATION INC ↗
- Who funds CHARITIES AID FOUNDATION AMERICA ↗
- Who funds The American College ↗
- Who funds LOCAL INITIATIVES SUPPORT CORPORATION ↗
- Who funds GIRLS WHO INVEST INC ↗
- Who funds JOHNSON C SMITH UNIVERSITY ↗
- Who funds ROCK THE STREET WALL STREET ↗
- Who funds Communities In Schools of Charlotte-Mecklenburg Inc ↗
- Who funds SCORE Foundation ↗
- Who funds Big Brothers Big Sisters of Central Carolinas ↗
- Who funds JUNIOR ACHIEVEMENT OF SAN DIEGO COUNTY INC ↗
- Who funds Junior Achievement of Central Carolinas Inc ↗
- Who funds BIG BROTHERS BIG SISTERS OF SAN DIEGO COUNTY INC ↗
- Who funds INROADS INC ↗
- Who funds CALIFORNIA STATE UNIVERSITY SAN MARCOS FOUNDATION ↗
- Who funds EMERGENCY ASSISTANCE FOUNDATION INC ↗
- Who funds FOUNDATION FOR THE CAROLINAS ↗
- Who funds Boys and Girls Clubs of York County ↗
- Who funds BOYS & GIRLS CLUBS OF GREATER SAN DIEGO ↗
- Who funds Dress for Success Charlotte ↗
- Who funds CITY YEAR INC ↗
- Who funds BIG BROTHERS BIG SISTERS OF EASTERN MASSACHUSETTS INC ↗
- Who funds SAN DIEGO SECOND CHANCE PROGRAM ↗
- Who funds RISE AGAINST HUNGER INC ↗
- Who funds GIVINGA FOUNDATION INC ↗
- Who funds MEDECINS SANS FRONTIERES USA INC ↗
- Who funds American National Red Cross & Its Constituent Chapters and Branches ↗
- Who funds WORLD CENTRAL KITCHEN INC ↗
- Who funds BLOOD CANCER UNITED INC ↗
- Who funds ST JUDE CHILDREN'S RESEARCH HOSPITAL INC ↗
- Who funds COMPUTERS 2 SD KIDS ↗
- Who funds HARVESTERS - THE COMMUNITY FOOD NETWORK ↗
- Who funds Second Harvest Food Bank of Metrolina Inc ↗
- Who funds HAWAII COMMUNITY FOUNDATION ↗
- Who funds CENTRAL TEXAS FOOD BANK FOUNDATION ↗
- Who funds Austin Area Urban League ↗
- Who funds YEAR UP INC ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: Price Philanthropies Foundation · The Presbyterian Hospital · The Intuit Foundation · Dowd Foundation Inc · Albemarle Foundation · True Homes Foundation Inc · The Dickson Foundation Inc · The Leon Levine Foundation · The Parker Foundation · The Northrop Grumman Foundation · United Way of Greater Charlotte Inc · Rancho Santa Fe Foundation
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization LPL Financial Foundation Inc funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
- Vietnam Veterans Workshop Inc Dba New England Center and Home for Veterans — 66% of income from government
- LOVE146 Inc — 49% of income from government
- Covenant House New Jersey Inc — 34% of income from government
- Greater Boston Food Bank Inc — 22% of income from government
- The Boys and Girls Clubs of Hartford — 20% of income from government
- City Year Inc — 11% of income from government
- Greater Boston Legal Services Inc — 3% of income from government
- Jacksonville University — 3% of income from government
- Feeding America Tampa Bay Inc — 2% of income from government
- Year Up Inc — 0% of income from government
- Animal Rescue League of Boston — 0% of income from government
- Pan-Massachusetts Challenge Inc — 0% of income from government
- Wounded Warrior Project Inc — 0% of income from government
- Food for the Poor Inc — 0% of income from government
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.
Warm introductions · Powered by PlinthPlus
How do I get to LPL Financial Foundation Inc?
Find your warmest path to LPL Financial Foundation Inc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.
Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.