Lincoln Financial Foundation Inc
Lincoln Financial Foundation Inc is a private foundation based in Radnor, Pennsylvania. Established in 1962, it supports nonprofit organizations through grants focused on financial wellness, education and human services, with an emphasis on measurable outcomes.
Key facts about Lincoln Financial Foundation Inc
In short: Lincoln Financial Foundation Inc gave $8.8M across 3,159 grants in 2025 (avg $3K), top state Pennsylvania. 32% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 35-6042099
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $8,764,445
- Grants made (2025)
- 3,159
- Average grant
- $2,774
- Median grant
- $100
- New grantees (estimate)
- 32% first-time grantees (406 of 1,255, 2025)
- Total assets
- $5,812,178
- Primary geography
- Pennsylvania (25% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation’s website says it does not accept unsolicited requests. Full details ↓
- Deadline
- The filing lists March for Human Services, August for United Way, October for Arts and July for Financial Wellness.
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$5.8M
-6.1% YoY
Annual Giving
$8.8M
+5.3% YoY
Grant Count
3,159
+27.4% YoY
Avg Grant Size
$3K
-17.3% YoY
Under IRS private-foundation payout rules, Lincoln Financial Foundation Inc reported a distributable amount of $222K for 2025 — the minimum it must pay out in qualifying distributions.
Is Lincoln Financial Foundation Inc open to new grantees?
32%
first-time grantees, 2025
In 2025, 406 of 1,255 grantees (32%) were first-time recipients. First grants averaged $2K; repeat grants $9K. How we count
Medians: $174 first-time, $750 repeat.
- 59% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+4%). Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation says its grantmaking helps people develop critical skills and knowledge for bright financial futures. Its focus areas are financial wellness—including financial health and workforce development—youth education, from pre-K through college and career readiness, and human services addressing housing, homelessness and food insecurity. It works with nonprofits that assess their programs’ effectiveness and efficiency and can demonstrate proven outcomes.
Examples of grantees’ stated missions illustrate the types of organizations it supports. United Negro College Fund, which received $150,000 in 2025, says its mission is to build a pipeline of underrepresented students who become college graduates and to support its member institutions. Heights Philadelphia, a 2025 recipient of $90,000, describes itself as an economic mobility catalyst creating educational and workforce pathways for low-income, Black and Brown, and first-generation-to-college students. United Way of Greater Greensboro, which received $247,534, says it works to improve lives and create thriving communities by mobilizing and uniting the community’s caring power.
Grantmaking
In filing year 2025, the foundation reported 3,159 grants totaling $8,764,445. Individual grants ranged from $3 to $250,000, with a median of $100. The largest listed award was $250,000 to Cobbs Creek Restoration and Community Foundation for Special Initiatives Grants. Other large awards included $247,534 to United Way of Greater Greensboro for United Way Program Grants, $150,000 to United Negro College Fund for Financial Wellness Grants, and $125,000 to Jalen Hurts Foundation for Special Initiatives Grants. Boys & Girls Clubs of Philadelphia received $100,000 for Education Grants.
Review Cycle
The filing lists March for Human Services, August for United Way, October for Arts and July for Financial Wellness. It provides no month for Education.
Ready to take the next step with Lincoln Financial Foundation Inc?
Geographic Focus
Where this funder awards grants
The website lists Atlanta, Boston, Charlotte, Concord, Dover, Fort Wayne, Greensboro, Hartford, Omaha, Philadelphia and Phoenix as communities applicants must be based in and serve. It says support is considered in communities where Lincoln Financial has a significant business presence and employee base.
In 2025, the largest shares of grant dollars by recipient state were Pennsylvania (25%), Indiana (16%), North Carolina (16%), Nebraska (9%) and Connecticut (8%).
Grant Distribution by State
Share of 2025 grant dollars across all 3,159 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $8.3M (2024) to $9.2M (2020). In 2025 it made 3,159 grants totaling $8.8M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Cobbs Creek Restoration and Community Foundation ($272K across 6 grants). Together the top 10 received $1.5M.
Grant Size Distribution
12,293 grants across all recorded years
The most common grant size was under $50K: 12,147 grants of 12,293 (99%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cobbs Creek Restoration and Community Foundation Conshohocken, PA | Special Initiatives Grants | $250,000 |
| United Way of Greater Greensboro Inc Greensboro, NC | United Way Program Grants | $247,534 |
| United Negro College Fund Inc Washington, DC | Financial Wellness Grants | $150,000 |
| Jalen Hurts Foundation Tulsa, OK | Special Initiatives Grants | $125,000 |
| Boys Girls Clubs of Philadelphia Inc Philadelphia, PA | Education Grants | $100,000 |
| The HistoryMakers Chicago, IL | Special Initiatives Grants | $100,000 |
| Temple University Philadelphia, PA | Special Initiatives Grants | $100,000 |
| United Way of Allen County Inc Fort Wayne, IN | United Way Program Grants | $100,000 |
| Junior Achievement of Northern Indiana Fort Wayne, IN | Education Grants | $90,000 |
| Heights Philadelphia Philadelphia, PA | Education Grants | $90,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Grant total | Number of grants |
|---|---|---|
| 2025 | $8,764,445 | 3,159 |
| 2024 | $8,321,589 | 2,479 |
| 2023 | $8,810,026 | 2,248 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $5,812,178 | $6,187,717 | $4,076,873 |
| Revenue | $8,788,850 | $10,856,675 | $6,609,955 |
| Expenses | $11,292,195 | $8,511,082 | $8,919,332 |
| Qualifying Distributions | $8,764,445 | $8,321,589 | $8,810,026 |
| Net Investment Income | $179,662 | $145,190 | $103,064 |
| Distributable Amount | $222,031 | $216,547 | $237,675 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Allison Green Johnson as Director, CEO and President; Sean N Woodroffe as Director and Chairman; Craig T Beazer and Christopher M Neczypor as Directors; and Meghan Wright as Executive Director. Other listed officers are Sharon M Jeffers, Secretary; Hitesh R Dayal and Sarah J Rice, Assistant Treasurers; Nancy A Smith, Assistant Secretary; and Adam M Cohen, Treasurer.
Lincoln Financial Foundation Inc is led by Allison Green Johnson, Director, CEO & President since 2023 (on filings since 2020); none of the 13 officers listed in 2025 report compensation.
Officers on the 2025 filing
Allison Green Johnson
Director, CEO & President
Director → Director & President, 2022
Director & President → Director, CEO & President, 2023
On filings since 2020
No compensation reported
Meghan Wright
Executive Director
On filings since 2022
No compensation reported
Sean N Woodroffe
Director & Chairman
On filings since 2023
No compensation reported
Craig T Beazer
Director
On filings since 2021
No compensation reported
Christopher M Neczypor
Director
On filings since 2022
No compensation reported
Jennifer E Charters
Director
New on the 2025 filing
No compensation reported
John G Morriss
Director
New on the 2025 filing
No compensation reported
Sharon M Jeffers
Secretary
On filings since 2020
No compensation reported
Hitesh R Dayal
Assistant Treasurer
On filings since 2022
No compensation reported
Nancy A Smith
Assistant Secretary
On filings since 2022
No compensation reported
Sarah J Rice
Assistant Treasurer
On filings since 2022
No compensation reported
Adam M Cohen
Treasurer
On filings since 2024
No compensation reported
Rutkay Dinc
Assistant Treasurer
New on the 2025 filing
No compensation reported
Former officers (10)
- Former: Kenneth S Solon (2021–2024) — Director
- Former: Christopher M Reed (2022–2024) — Assistant Treasurer
- Former: Jayson R Bronchetti (2022–2024) — Director
- Former: Michael R Przyborski (2022–2024) — Assistant Treasurer
- Former: Shantanu Mishra (2021–2023) — Treasurer
- Former: Randal J Freitag (2020–2022) — Director
- Former: Jennifer Warne Krow (2021–2022) — Director, Chair & CEO
- Former: Anne T Rogers (2020–2021) — Director & President
- Former: Christopher A Giovanni (2020) — Treasurer
- Former: Ellen G Cooper (2020) — Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: Adam Cohen
Mailing address: 150 N Radnor-Chester Road, Radnor, PA 19087
Phone: (484) 883-5839
Website: https://lincolnfinancial.com
Frequently asked questions about Lincoln Financial Foundation Inc
How much does Lincoln Financial Foundation Inc give each year?
Lincoln Financial Foundation Inc gave $8.8M across 3,159 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $8.3M across 2,479 grants.
What is Lincoln Financial Foundation Inc's typical grant size?
Lincoln Financial Foundation Inc's median grant in 2025 was $100, and its average grant was $2,774, across 3,159 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Lincoln Financial Foundation Inc that year got $2K on average.
Where does Lincoln Financial Foundation Inc give grants?
Lincoln Financial Foundation Inc's top state is Pennsylvania, with 25% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Indiana (16%) and North Carolina (16%). The most frequent recipient cities were Fort Wayne, IN (231 grants), Greensboro, NC (220 grants), Philadelphia, PA (176 grants) and New York, NY (129 grants).
Does Lincoln Financial Foundation Inc give general operating support?
Not in 2025: none of the 3,159 grants with a stated purpose on Lincoln Financial Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Matching gifts" (2817 grants), "Education Grants" (83 grants) and "Live" (78 grants).
Who are Lincoln Financial Foundation Inc's largest grantees?
Lincoln Financial Foundation Inc's largest 2025 grantees include Cobbs Creek Restoration and Community Foundation ($271,500 across 6 grants), United Way of Greater Greensboro Inc ($247,534) and United Negro College Fund Inc ($150,000), according to its 2025 IRS Form 990-PF. Together they received 8% of its itemized 2025 grant dollars.
How large is Lincoln Financial Foundation Inc?
Lincoln Financial Foundation Inc reported $5.8M in total assets on its 2025 IRS Form 990-PF. It paid out $8.8M in qualifying distributions that year, against a required minimum of $222K (roughly 5% of its investment assets).
What does Lincoln Financial Foundation Inc fund?
The foundation says its grantmaking helps people develop critical skills and knowledge for bright financial futures. See mission & focus areas ↑
How do I apply for a grant from Lincoln Financial Foundation Inc?
The foundation’s website says it does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Lincoln Financial Foundation Inc's EIN?
Lincoln Financial Foundation Inc's EIN (Employer Identification Number) is 35-6042099. IRS Form 990 filing data is available on this page for 2020–2025.
Does Lincoln Financial Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Lincoln Financial Foundation Inc by hand.
Explore Open Grants
Browse active grant opportunities in Lincoln Financial Foundation Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Enterprise Holdings Foundation
Saint Louis, MO
Enterprise Holdings Foundation supports nonprofits in health, education, arts, disaster relief, reforestation, hunger relief, and community equity, with an emphasis on organizations actively supported by Enterprise employees and their families. Its reported grants range widely: 2024 giving averaged about $7,700 across 9,499 grants, while the foundation also offers awards of up to $40,000; it supports communities where Enterprise operates worldwide. Unsolicited requests are accepted at any time, but eligible applications must be submitted by an Enterprise team member or their spouse or domestic partner on behalf of a nonprofit they actively support.
Assets
$594.3M
Grants
1
Total Given
$101.4M
The Pittsburgh Foundation
Pittsburgh, PA
The Pittsburgh Foundation funds basic needs, racial equity and social justice, environmental action, arts and culture, and economic mobility, primarily for organizations located in or serving Allegheny County, Pennsylvania. Its 2024 grants had a median of $18,576, though awards varied widely; the profile does not state whether it accepts unsolicited requests.
Assets
$1.5B
Grants
1,132
Total Given
$64.0M
The William Penn Foundation
Philadelphia, PA
The William Penn Foundation funds arts and culture, children and families, civic engagement, the environment and public spaces, and workforce training across the Philadelphia region. Its 2024 grants ranged from $45 to $7.78 million, with a median of $50,000. It accepts unsolicited requests through a limited open-application process, though it recommends applying through a relevant RFP when available.
Assets
$3.4B
Grants
1,027
Total Given
$148.8M
Dick's Sporting Goods Foundation
Coraopolis, PA
The DICK’S Sporting Goods Foundation primarily funds youth sports programs that reduce barriers to participation, with additional support for public lands and outdoor access. Its 2025 grants had a median of $5,000, though awards ranged from $626 to $2.5 million, and its Sports Matter program supports eligible organizations across the U.S. Sports Matter opportunities are by invitation only.
Assets
$34.5M
Grants
964
Total Given
$18.0M
Hillman Family Foundations
Pittsburgh, PA
The 18 independently operated Hillman foundations fund varied projects—including arts, health, education, workforce development, and community development—with priorities and geographic reach that differ by foundation. In 2024, grants ranged from $75 to $5 million, with a median award of $20,000. The stated application process begins with a brief letter of intent through the online portal; no deadline is listed.
Assets
$1.9B
Grants
814
Total Given
$88.8M
Pidc Financing Corporation
Philadelphia, PA
PIDC Financing Corporation administers Pennsylvania’s PIDA loan program, which finances businesses’ real estate acquisitions, leasehold improvements, and capital equipment, and the state-funded Local Share Account grant program. It reported no grants in 2022–2024, so no typical grant size is stated; program eligibility areas and whether it accepts unsolicited requests are not specified.
Assets
$6.7M
Grants
774
Total Given
$16.4M
The Philadelphia Foundation
Philadelphia, PA
The Philadelphia Foundation supports economic mobility and vulnerable residents in Greater Philadelphia, with funding also available through specific arts, culture, and other initiatives. Its 2024 grants had a median of $25,500, though awards varied widely; whether it accepts unsolicited requests is not stated.
Assets
$704.6M
Grants
715
Total Given
$39.1M
Central Pennsylvania Food Bank
Harrisburg, PA
Central Pennsylvania Food Bank supports food relief, hunger-prevention programs, and partner capacity-building, primarily through organizations serving its 27-county central Pennsylvania region. In 2025, its 26 grants ranged from $280 to $51,000, with a median of $3,000. No external grant application process or acceptance of unsolicited requests is stated.
Assets
$40.1M
Grants
705
Total Given
$112.1M
Anabaptist Foundation
Lewisburg, PA
The Anabaptist Foundation funds churches and nonprofits, especially conservative Anabaptist organizations, for activities such as humanitarian aid, community assistance, and Christian ministry; most grant dollars went to Pennsylvania, with recipients also concentrated in Ohio, Missouri, Tennessee, and Indiana. In 2025, its median grant was $23,500, though awards ranged from $5,300 to over $4 million. The profile does not state whether it accepts unsolicited requests.
Assets
$81.8M
Grants
582
Total Given
$42.2M
The Heinz Endowments
Pittsburgh, PA
The Heinz Endowments funds 501(c)(3) public charities and eligible government entities across arts and culture, civic participation, climate and health, community and economic development, food systems, veterans, and workforce. It focuses on southwestern Pennsylvania; grants in 2024 ranged from $1,500 to $6.04 million, with a median of $70,000. It accepts letters of inquiry on a rolling basis, and first-time applicants should begin with an LOI.
Assets
$2.2B
Grants
550
Total Given
$85.4M
The Annenberg Foundation
Conshohocken, PA
The Annenberg Foundation funds arts and culture, education, and environmental work, along with varied community initiatives, with grants across multiple states; in 2024, 58% of grant dollars went to California. Its 2024 grants had a median of $25,000, though awards ranged widely, and it does not accept unsolicited requests, giving only to preselected charitable organizations.
Assets
$1.5B
Grants
543
Total Given
$53.3M
More Funders in Pennsylvania
Lincoln Financial Foundation Inc down — hundreds of funders to go?