LPL FINANCIAL FOUNDATION INC
2024 · Form 990PF · revenue $3.3M · expenses $3.1M · assets $7.8M
- EIN
- 27-4171978
- Address
- 201 WASHINGTON STREET SUITE 300, BOSTON, MA 02108-4414
- NTEE code
- T22
- Subsection
- 501(c)(3)
- Ruling year
- 2011
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
No one listed on these returns was paid.
Unpaid officers and directors · 34 people
| Name | Latest title | Years | Organizations |
|---|---|---|---|
| Sara Dadyar | Member Designee | 2024 | 1 |
| Melissa Buchanan | President | 2024 | 1 |
| Vance Kirksey | Board Chair | 2024 | 1 |
| Brent Simonich | Treasurer | 2022-2024 | 1 |
| Tom Zgliniec | Treasurer | 2022-2024 | 1 |
| Taylor Denson | Clerk | 2023-2024 | 1 |
| Leslie Dunham | Director | 2022-2024 | 1 |
| Julian Lopez | Director | 2024 | 1 |
| Anne Howard | Director | 2023-2024 | 1 |
| Marc Potash | Director | 2024 | 1 |
| Tim Carter (former) | President | 2020-2023 | 1 |
| Risa Fitzgerald (former) | Director | 2023 | 1 |
| Sallie Larsen (former) | Member Designee | 2020-2023 | 1 |
| Matthew Morningstar (former) | Clerk | 2023 | 1 |
| Ane Perez (former) | Director | 2023 | 1 |
| Judy Ricketts (former) | Director | 2022-2023 | 1 |
| Kimberly Sweet (former) | Director | 2021-2023 | 1 |
| Cheryl Trinidad (former) | Director | 2023 | 1 |
| Thomas Zgliniec (former) | Treasurer | 2023 | 1 |
| Corinne Muller (former) | CLERK | 2021-2022 | 1 |
| Abbas Hassan (former) | DIRECTOR | 2021-2022 | 1 |
| Sheree Lovering (former) | DIRECTOR | 2020-2022 | 1 |
| Ryan Mcclain (former) | DIRECTOR | 2021-2022 | 1 |
| Matt Morningstar (former) | DIRECTOR | 2022 | 1 |
| Lety Nettles (former) | DIRECTOR | 2021-2022 | 1 |
| Scott Seese (former) | TREASURER | 2020-2021 | 1 |
| James Jenson (former) | DIRECTOR | 2020-2021 | 1 |
| Maisha Mahone (former) | DIRECTOR | 2020-2021 | 1 |
| Michelle Maxey (former) | DIRECTOR | 2020-2021 | 1 |
| Cleshelle Pearson (former) | DIRECTOR | 2020-2021 | 1 |
| Corinne Hawkins (former) | CLERK | 2020 | 1 |
| Francisco Campos (former) | DIRECTOR | 2020 | 1 |
| Deanna Moss (former) | DIRECTOR | 2020 | 1 |
| Nancy Valencia (former) | DIRECTOR | 2020 | 1 |
People by year
2024 · 10 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Sara Dadyar | Member Designee | 1 | $0 | - | $0 | $0 | 1 |
| Melissa Buchanan | President | 1 | $0 | - | $0 | $0 | 1 |
| Vance Kirksey | Board Chair | 1 | $0 | - | $0 | $0 | 1 |
| Brent Simonich | Treasurer | 1 | $0 | - | $0 | $0 | 1 |
| Tom Zgliniec | Treasurer | 1 | $0 | - | $0 | $0 | 1 |
| Taylor Denson | Clerk | 1 | $0 | - | $0 | $0 | 1 |
| Leslie Dunham | Director | 1 | $0 | - | $0 | $0 | 1 |
| Julian Lopez | Director | 1 | $0 | - | $0 | $0 | 1 |
| Anne Howard | Director | 1 | $0 | - | $0 | $0 | 1 |
| Marc Potash | Director | 1 | $0 | - | $0 | $0 | 1 |
2023 · 13 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Tim Carter | President | 1 | $0 | - | $0 | $0 | 1 |
| Taylor Denson | Assistant Clerk | 1 | $0 | - | $0 | $0 | 1 |
| Leslie Dunham | Director | 1 | $0 | - | $0 | $0 | 1 |
| Risa Fitzgerald | Director | 1 | $0 | - | $0 | $0 | 1 |
| Anne Howard | Director | 1 | $0 | - | $0 | $0 | 1 |
| Sallie Larsen | Member Designee | 1 | $0 | - | $0 | $0 | 1 |
| Matthew Morningstar | Clerk | 1 | $0 | - | $0 | $0 | 1 |
| Ane Perez | Director | 1 | $0 | - | $0 | $0 | 1 |
| Judy Ricketts | Director | 1 | $0 | - | $0 | $0 | 1 |
| Brent Simonich | Treasurer | 1 | $0 | - | $0 | $0 | 1 |
| Kimberly Sweet | Director | 1 | $0 | - | $0 | $0 | 1 |
| Cheryl Trinidad | Director | 1 | $0 | - | $0 | $0 | 1 |
| Thomas Zgliniec | Treasurer | 1 | $0 | - | $0 | $0 | 1 |
2022 · 13 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TIM CARTER | PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
| CORINNE MULLER | CLERK | 1 | $0 | - | $0 | $0 | 1 |
| BRENT SIMONICH | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| TOM ZGLINIEC | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| LESLIE DUNHAM | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ABBAS HASSAN | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| SALLIE LARSEN | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| SHEREE LOVERING | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| RYAN MCCLAIN | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MATT MORNINGSTAR | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| LETY NETTLES | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JUDY RICKETTS | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| KIMBERLY SWEET | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2021 · 13 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TIM CARTER | PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
| CORINNE MULLER | CLERK | 1 | $0 | - | $0 | $0 | 1 |
| SHEREE LOVERING | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| SCOTT SEESE | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| ABBAS HASSAN | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JAMES JENSON | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| SALLIE LARSEN | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MAISHA MAHONE | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MICHELLE MAXEY | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| RYAN MCCLAIN | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| LETY NETTLES | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| CLESHELLE PEARSON | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| KIMBERLY SWEET | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2020 · 12 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TIM CARTER | PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
| CORINNE HAWKINS | CLERK | 1 | $0 | - | $0 | $0 | 1 |
| SCOTT SEESE | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| SALLIE LARSEN | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| FRANCISCO CAMPOS | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| DEANNA MOSS | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MICHELLE MAXEY | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| JAMES JENSON | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| NANCY VALENCIA | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| CLESHELLE PEARSON | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MAISHA MAHONE | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| SHEREE LOVERING | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 1 contractor · $688K
| Name | Location | Service | Paid |
|---|---|---|---|
| LPL FINANCIAL INC | Boston, MA | management services | $688,413 |
2023 · 1 contractor · $423K
| Name | Location | Service | Paid |
|---|---|---|---|
| LPL FINANCIAL INC | boston, MA | management services | $422,602 |
2022 · 1 contractor · $317K
| Name | Location | Service | Paid |
|---|---|---|---|
| LPL FINANCIAL INC | BOSTON, MA | MANAGEMENT SERVICES | $317,120 |
2021 · 1 contractor · $300K
| Name | Location | Service | Paid |
|---|---|---|---|
| LPL FINANCIAL INC | BOSTON, MA | MANAGEMENT SERVICES | $299,800 |
2020 · 1 contractor · $246K
| Name | Location | Service | Paid |
|---|---|---|---|
| LPL FINANCIAL INC | BOSTON, MA | MANAGEMENT SERVICES | $245,735 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 55 grants to organizations · $2.3M
2023 · 187 grants to organizations · $2.6M
2022 · 373 grants to organizations · $2.6M
2021 · 1,606 grants to organizations · $1.7M
2020 · 1,267 grants to organizations · $1.4M
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2024 · 2 contributors · $1.3M
2023 · 2 contributors · $1.9M
2022 · 2 contributors · $1.4M
2020 · 3 contributors · $2.1M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | LPL FINANCIAL LLC | Organization or other | CHARLOTTE, NC | $2,034,000 | - | Form 990PF Sch. B, 2020 · filing |
| 3 | AVRITEK | Organization or other | SAN DIEGO, CA | $24,446 | - | Form 990PF Sch. B, 2020 · filing |
| 2 | MARITZ INC | Organization or other | FENTON, MO | $17,275 | - | Form 990PF Sch. B, 2020 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $3,337,214 | $3,128,181 | $7,786,256 | $7,786,256 | $3,111,808 | - | - | - | - |
| 2023 · Form 990PF | ||||||||
| $3,559,025 | $3,001,915 | $7,406,176 | $7,406,176 | $3,432,718 | - | - | - | - |
| 2022 · Form 990PF | ||||||||
| $3,219,302 | $2,880,951 | $6,823,572 | $6,823,572 | $3,191,198 | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $1,809,077 | $2,010,990 | $6,483,984 | $6,483,984 | $1,808,310 | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $3,814,839 | $1,642,724 | $6,680,438 | $6,680,438 | $3,813,043 | - | $0 | - | - |
Funders of this organization
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Similar organizations
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Who funds organizations like this
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Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $3,128,181 spent · pay $0 · grants $2,332,606 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,332,606 | 74.6% | |
| Other expenses | $773,125 | 24.7% | |
| Fees: accounting | $21,000 | 0.7% | |
| Taxes | $1,450 | 0.0% | |
| Total | $3,128,181 | 100% |
2023 · Form 990PF · $3,001,915 spent · pay $0 · grants $2,574,419 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,574,419 | 85.8% | |
| Other expenses | $422,602 | 14.1% | |
| Fees: accounting | $4,000 | 0.1% | |
| Taxes | $894 | 0.0% | |
| Total | $3,001,915 | 100% |
2022 · Form 990PF · $2,880,951 spent · pay $0 · grants $2,558,435 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,558,435 | 88.8% | |
| Other expenses | $318,055 | 11.0% | |
| Fees: accounting | $3,950 | 0.1% | |
| Taxes | $511 | 0.0% | |
| Total | $2,880,951 | 100% |
2021 · Form 990PF · $2,010,990 spent · pay $0 · grants $1,706,340 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,706,340 | 84.9% | |
| Other expenses | $299,800 | 14.9% | |
| Fees: accounting | $3,850 | 0.2% | |
| Taxes | $1,000 | 0.0% | |
| Total | $2,010,990 | 100% |
2020 · Form 990PF · $1,642,724 spent · pay $0 · grants $1,394,790 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,394,790 | 84.9% | |
| Other expenses | $247,141 | 15.0% | |
| Taxes | $793 | 0.0% | |
| Total | $1,642,724 | 100% |