Nonprofit · EIN 27-4171978
LPL FINANCIAL FOUNDATION INC
Tax-exempt · BOSTON, MA 02108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,337,214 | $3,128,181 | $209,033 | $7,786,256 | $0 | $7,786,256 |
| December 31, 2023 | 990-PF | $3,559,025 | $3,001,915 | $557,110 | $7,406,176 | $0 | $7,406,176 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,111,808
- Interest
- $225,406
Expenses
- Grants and similar amounts paid
- $2,332,606
- Disbursements for charitable purposes
- $2,343,106
- Excise tax on investment income
- $1,913
Balance sheet and other
- Total assets, start of year
- $7,406,176
- Total assets, end of year
- $7,786,256
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,786,256
- Fair market value of assets
- $7,786,256
- Qualifying distributions
- $2,343,106
- Net investment income
- $225,406
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sara Dadyar 201 Washington Street Suite 300, Boston, MA 02108 | Member Designee | 1 | $0 |
| Melissa Buchanan 201 Washington Street Suite 300, Boston, MA 02108 | President | 1 | $0 |
| Vance Kirksey 201 Washington Street Suite 300, Boston, MA 02108 | Board Chair | 1 | $0 |
| Brent Simonich 201 Washington Street Suite 300, Boston, MA 02108 | Treasurer | 1 | $0 |
| Tom Zgliniec 201 Washington Street Suite 300, Boston, MA 02108 | Treasurer | 1 | $0 |
| Taylor Denson 201 Washington Street Suite 300, Boston, MA 02108 | Clerk | 1 | $0 |
| Leslie Dunham 201 Washington Street Suite 300, Boston, MA 02108 | Director | 1 | $0 |
| Julian Lopez 201 Washington Street Suite 300, Boston, MA 02108 | Director | 1 | $0 |
| Anne Howard 201 Washington Street Suite 300, Boston, MA 02108 | Director | 1 | $0 |
| Marc Potash 201 Washington Street Suite 300, Boston, MA 02108 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tim Carter 75 State Street 22nd Floor, Boston, MA 02109 | President | 1 | $0 |
| Taylor Denson 75 State Street 22nd Floor, Boston, MA 02109 | Assistant Clerk | 1 | $0 |
| Leslie Dunham 75 State Street 22nd Floor, Boston, MA 02109 | Director | 1 | $0 |
| Risa Fitzgerald 75 State Street 22nd Floor, Boston, MA 02109 | Director | 1 | $0 |
| Anne Howard 75 State Street 22nd Floor, Boston, MA 02109 | Director | 1 | $0 |
| Sallie Larsen 75 State Street 22nd Floor, Boston, MA 02109 | Member Designee | 1 | $0 |
| Matthew Morningstar 75 State Street 22nd Floor, Boston, MA 02109 | Clerk | 1 | $0 |
| Ane Perez 75 State Street 22nd Floor, Boston, MA 02109 | Director | 1 | $0 |
| Judy Ricketts 75 State Street 22nd Floor, Boston, MA 02109 | Director | 1 | $0 |
| Brent Simonich 75 State Street 22nd Floor, Boston, MA 02109 | Treasurer | 1 | $0 |
| Kimberly Sweet 75 State Street 22nd Floor, Boston, MA 02109 | Director | 1 | $0 |
| Cheryl Trinidad 75 State Street 22nd Floor, Boston, MA 02109 | Director | 1 | $0 |
| Thomas Zgliniec 75 State Street 22nd Floor, Boston, MA 02109 | Treasurer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 201 WASHINGTON STREET SUITE 300, BOSTON, MA 02108-4414
- Signed the 990-PF
- Marc Potash, Treasurer
- Phone
- (704) 733-3824
- Return prepared by
- Forvis Mazars LLP
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-4171978
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $7,786,256
- Income (IRS master file)
- $3,337,214
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $3,337,214 | $3,128,181 | $7,786,256 | IRS |
| 990-PF | December 2023 | $3,559,025 | $3,001,915 | $7,406,176 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 27-4171978).
Questions about LPL FINANCIAL FOUNDATION INC
- What is the EIN of LPL FINANCIAL FOUNDATION INC?
- The employer identification number (EIN) of LPL FINANCIAL FOUNDATION INC is 27-4171978.
- Is LPL FINANCIAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to LPL FINANCIAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LPL FINANCIAL FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LPL FINANCIAL FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LPL 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 2024.
- Who are the officers and directors of LPL FINANCIAL FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does LPL FINANCIAL FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,337,214, expenses of $3,128,181 and total assets of $7,786,256 at year end.
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