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US nonprofit · EIN 274171978 · Boston, MAiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 274171978) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PF), downloaded 18 October 2026.State registers Colorado Secretary of State (17 October 2026).Licence US Federal Government public domain.How we handle data

LPL Financial Foundation Inc

Donations deductible
Total assets
$7.8m
IRS master file
Directors and trustees
13
5.3 years on average
Left since last filing
0
no seats appear to have opened
Activity
T22
Philanthropy, voluntary services and grantmaking
Filings on record
3
latest 2022
Renewal outlook
Low current likelihood
score 0 of 100
How am I connected?

LPL Financial Foundation Inc's network

13 peoplei13 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (13). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.

The board

13 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record.
NameRole as filedSinceOn the board
Abbas HassanDirector2021
5 yrs
Brent SimonichTreasurer2022
4 yrs
Corinne MullerClerk2021
5 yrs
Judy RickettsDirector2022
4 yrs
Kimberly SweetDirector2021
5 yrs
Leslie DunhamDirector2022
4 yrs
Lety NettlesDirector2021
5 yrs
Matt MorningstarDirector2022
4 yrs
Ryan McClainDirector2021
5 yrs
Sallie LarsenDirector2020
6 yrs
Sheree LoveringDirector2020
6 yrs
TIM CarterPresident2020
6 yrs
Tom ZgliniecTreasurer2022
4 yrs
Under 5 years5 to 6 years6 years or moreShow all 13 →

Colorado roster

6 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20253035762). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.
NameTitle as filed
Nicola BenaderetAssistant Treasurer/Secretary
Katie ShadrickSr. Community Impact Consultant
Marc Potash
Tom GannonPresident
Gannon TomPresident
Marc PotashTreasurer

About

Legal name
LPL Financial Foundation Inc
EIN
274171978
Address
201 Washington Street Suite 300, Boston, MA, 02108-4414
State
Massachusetts
Activity (NTEE)
T22 Philanthropy, voluntary services and grantmaking
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Philanthropy, Voluntarism & Grantmaking Foundations
Size band
7 (IRS master file code)
IRS ruling date
1 November 2011
Status
Code 01 (unconditional exemption)
Form 990 filings on record
3, latest 2022
IRS Publication 78
PF (contributions deductible)

Most connected

Longest observed on the filings

≥6years on the filingsSallie Larsen
≥6years on the filingsSheree Lovering
≥6years on the filingsTIM Carter
≥5years on the filingsAbbas Hassan

Filed finances

No Form 990 financial figures are held for this organisation yet (smaller organisations file a shorter return, and some filings are not yet read).