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Nonprofit · EIN 35-6042099

LINCOLN FINANCIAL FOUNDATION INC

Tax-exempt · RADNOR, PA 19087

Financials

$6.6M$8.9M2023$10.9M$8.5M2024$8.8M$11.3M2025
Revenue Expenses · by fiscal year end
Financials of LINCOLN FINANCIAL FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$8,788,850$11,292,195-$2,503,345$5,812,178$4,328,440$1,483,738
December 31, 2024990-PF$10,856,675$8,511,082$2,345,593$6,187,717$2,200,634$3,987,083
December 31, 2023990-PF$6,609,955$8,919,332-$2,309,377$4,076,873$2,435,384$1,641,489
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$8,609,188
Dividends
$179,662

Expenses

Grants and similar amounts paid
$11,014,030
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$8,764,445
Excise tax on investment income
$2,497

Balance sheet and other

Total assets, start of year
$6,187,717
Total assets, end of year
$5,812,178
Total liabilities, end of year
$4,328,440
Net assets, end of year
$1,483,738
Fair market value of assets
$5,579,909
Qualifying distributions
$8,764,445
Net investment income
$179,662

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Craig T Beazer
150 N Radnor-Chester Rd, Radnor, PA 190876600
Director0$0
Allison Green Johnson
150 N Radnor-Chester Rd, Radnor, PA 190876600
Director / CEO, President0$0
Sean N Woodroffe
150 N Radnor-Chester Rd, Radnor, PA 190876600
Director, Chairman0$0
Christopher M Neczypor
150 N Radnor-Chester Rd, Radnor, PA 190876600
Director0$0
Sharon M Jeffers
150 N Radnor-Chester Rd, Radnor, PA 190876600
Secretary0$0
Meghan Wright
150 N Radnor-Chester Rd, Radnor, PA 190876600
Executive Director0$0
Hitesh R Dayal
150 N Radnor-Chester Rd, Radnor, PA 190876600
Assistant Treasurer0$0
Sarah J Rice
150 N Radnor-Chester Rd, Radnor, PA 190876600
Assistant Treasurer0$0
Nancy A Smith
150 N Radnor-Chester Rd, Radnor, PA 190876600
Assistant Secretary0$0
Adam M Cohen
150 N Radnor-Chester Rd, Radnor, PA 190876600
Treasurer0$0
John G Morriss
150 N Radnor-Chester Rd, Radnor, PA 190876600
Director0$0
Rutkay Dinc
150 N Radnor-Chester Rd, Radnor, PA 190876600
Assistant Treasurer0$0
Jennifer E Charters
150 N Radnor-Chester Rd, Radnor, PA 190876600
Director0$0
990-PF for the year ended December 31, 2024: 14 people
NameTitleHours / weekCompensation
Craig T Beazer
150 N Radnor-Chester Rd, Radnor, PA 190876600
Director0$0
Allison Green Johnson
150 N Radnor-Chester Rd, Radnor, PA 190876600
Director / CEO, President0$0
Sean N Woodroffe
150 N Radnor-Chester Rd, Radnor, PA 190876600
Director, Chairman0$0
Kenneth S Solon
150 N Radnor-Chester Rd, Radnor, PA 190876600
Director0$0
Jayson R Bronchetti
150 N Radnor-Chester Rd, Radnor, PA 190876600
Director0$0
Christopher M Neczypor
150 N Radnor-Chester Rd, Radnor, PA 190876600
Director0$0
Sharon M Jeffers
150 N Radnor-Chester Rd, Radnor, PA 190876600
Secretary0$0
Meghan Wright
150 N Radnor-Chester Rd, Radnor, PA 190876600
Executive Director0$0
Hitesh R Dayal
150 N Radnor-Chester Rd, Radnor, PA 190876600
Assistant Treasurer0$0
Michael R Przyborski
150 N Radnor-Chester Rd, Radnor, PA 190876600
Assistant Treasurer0$0
Christopher M Reed
150 N Radnor-Chester Rd, Radnor, PA 190876600
Assistant Treasurer0$0
Sarah J Rice
150 N Radnor-Chester Rd, Radnor, PA 190876600
Assistant Treasurer0$0
Nancy A Smith
150 N Radnor-Chester Rd, Radnor, PA 190876600
Assistant Secretary0$0
Adam M Cohen
150 N Radnor-Chester Rd, Radnor, PA 190876600
Treasurer0$0
990-PF for the year ended December 31, 2023: 14 people
NameTitleHours / weekCompensation
Craig T Beazer
150 N Radnor-Chester Rd, Radnor, PA 190876600
Director0$0
Allison Green Johnson
150 N Radnor-Chester Rd, Radnor, PA 190876600
Director / CEO, President0$0
Sean N Woodroffe
150 N Radnor-Chester Rd, Radnor, PA 190876600
Director, Chairman0$0
Kenneth S Solon
150 N Radnor-Chester Rd, Radnor, PA 190876600
Director0$0
Jayson R Bronchetti
150 N Radnor-Chester Rd, Radnor, PA 190876600
Director0$0
Christopher M Neczypor
150 N Radnor-Chester Rd, Radnor, PA 190876600
Director0$0
Shantanu Mishra
150 N Radnor-Chester Rd, Radnor, PA 190876600
Treasurer0$0
Sharon M Jeffers
150 N Radnor-Chester Rd, Radnor, PA 190876600
Secretary0$0
Meghan Wright
150 N Radnor-Chester Rd, Radnor, PA 190876600
Executive Director0$0
Hitesh R Dayal
150 N Radnor-Chester Rd, Radnor, PA 190876600
Assistant Treasurer0$0
Michael R Przyborski
150 N Radnor-Chester Rd, Radnor, PA 190876600
Assistant Treasurer0$0
Christopher M Reed
150 N Radnor-Chester Rd, Radnor, PA 190876600
Assistant Treasurer0$0
Sarah J Rice
150 N Radnor-Chester Rd, Radnor, PA 190876600
Assistant Treasurer0$0
Nancy A Smith
150 N Radnor-Chester Rd, Radnor, PA 190876600
Assistant Secretary0$0

Address and contacts

Address (IRS master file)
150 N RADNOR-CHESTER RD SUITE B3, RADNOR, PA 19087-5252
In care of
% ASHLEY WESTROPP
Signed the 990-PF
Adam Cohen, Treasurer
Phone
(484) 448-1400

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
35-6042099
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
1963
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Unknown (Z99Z)
Assets (IRS master file)
$5,812,178
Income (IRS master file)
$8,788,850

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$8,788,850$11,292,195$5,812,178IRS
990-PFDecember 2024$10,856,675$8,511,082$6,187,717IRS
990-PFDecember 2023$6,609,955$8,919,332$4,076,873XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-6042099).

Questions about LINCOLN FINANCIAL FOUNDATION INC

What is the EIN of LINCOLN FINANCIAL FOUNDATION INC?
The employer identification number (EIN) of LINCOLN FINANCIAL FOUNDATION INC is 35-6042099.
Is LINCOLN FINANCIAL FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
Are donations to LINCOLN FINANCIAL FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does LINCOLN FINANCIAL FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of LINCOLN FINANCIAL FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LINCOLN FINANCIAL FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of LINCOLN FINANCIAL FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 13 people; 0 received compensation from the organization.
How much revenue does LINCOLN FINANCIAL FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,788,850, expenses of $11,292,195 and total assets of $5,812,178 at year end.

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