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.
Lincoln Financial Foundation Inc at a glance
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.
- Annual giving (2025)
- $8,764,445
- +5.3% vs 2024
- Grants made (2025)
- 3,159
- +27.4% vs 2024
- Average grant
- $2,774
- -17.3% vs 2024
- Median grant
- $100
- Total assets
- $5,812,178
- -6.1% vs 2024
- New grantees (estimate)
- 32% first-time grantees (399 of 1,255, 2025)
- Primary geography
- Pennsylvania (25% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Lincoln Financial Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation’s website says it does not accept unsolicited requests. Its filing states that grant requests are to be submitted online and should include the organization’s name, the purpose of the request and the amount requested. The filing says grantees must be 501(c)(3) organizations located in or near communities where the foundation has a presence. The website specifies that eligible applicants must be 501(c)(3) nonprofits based in and serving listed communities, have at least three years of financial reports and performance data, and demonstrate financial stability and proven outcomes. It also says the foundation supports organizations that encourage inclusion and belonging and follow nondiscriminatory practices.
- 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.
- Deadline
- The filing lists March for Human Services, August for United Way, October for Arts and July for Financial Wellness.
- Contact
Application contact: Adam Cohen
Mailing address: 150 N Radnor-Chester Road, Radnor, PA 19087
Phone: (484) 883-5839
Website: https://lincolnfinancial.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Lincoln Financial Foundation Inc funds
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%).
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
Is Lincoln Financial Foundation Inc open to new grantees?
32%
first-time grantees, 2025
In 2025, 399 of 1,255 grantees (32%) were first-time recipients. First grants averaged $2K; repeat grants $9K. How we count
Medians: $173 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.
Giving History
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.
Grants by year
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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,812,178 | $8,788,850 | $11,292,195 | $8,764,445 | 3,159 | $8,764,445 | $179,662 | $222,031 |
| 2024 | $6,187,717 | $10,856,675 | $8,511,082 | $8,321,589 | 2,479 | $8,321,589 | $145,190 | $216,547 |
| 2023 | $4,076,873 | $6,609,955 | $8,919,332 | $8,810,026 | 2,248 | $8,810,026 | $103,064 | $237,675 |
| 2022 | $6,273,042 | $8,380,887 | $8,136,578 | $8,438,850 | 2,342 | $8,438,850 | $71,699 | $248,713 |
| 2021 | $4,895,429 | $8,366,668 | $8,355,399 | $8,548,177 | 2,065 | $8,548,177 | $57,480 | $235,272 |
| 2020 | $5,022,608 | $8,380,362 | $10,471,667 | $9,205,656 | 1,416 | — | $71,174 | $252,579 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
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.
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.
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.
Data update history
(6)
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)
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Cite this profile
Grantable. (2026). Lincoln Financial Foundation Inc funder profile. GrantGraph. Retrieved October 21, 2026, from https://grantable.co/funders/lincoln-financial-foundation-inc-morg_94d27dd51c214a9fa96c3109fb3185b6
BibTeX
@misc{grantable_356042099_2026,
author = {{Grantable}},
title = {{Lincoln Financial Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/lincoln-financial-foundation-inc-morg_94d27dd51c214a9fa96c3109fb3185b6},
note = {Accessed 2026-10-21. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Lincoln Financial Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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