2026-08-05T15:03:25-05:00 2026-03-31 042536173 LIVINGSTON & HAYNES PC 40 GROVE STREET WELLESLEY MA 024827711 990PF 2025-04-01 042105865 LUCYS LEGACY FOUNDATIONINC C/O HEMENWAY & BARNES LLP LUCY 7812648109 75 STATE ST 16TH FLOOR BOSTON MA 02109 CAROL SULLIVAN-HANLEY TREASURER 7812648109 2026-08-03 1 WENDI HAYNES P00176030 7812373339 2026-08-03 2025 2025-03-06 01:10:19Z X 2811164 X X 82590 82590 327257 1343868 327257 409847 409847 0 0 0 1080 0 1985 5450 2725 2725 21276 21276 0 4803 0 0 1253 302 951 33862 24303 5661 136000 136000 169862 24303 141661 239985 385544 88874 163080 163080 421805 362122 362122 1815936 1711538 1711538 360697 480973 480973 108800 86290 86290 5988 7161 7161 2802100 2811164 2811164 7878 5179 7878 5179 X 0 0 0 0 2794222 2805985 2794222 2805985 2802100 2811164 2794222 239985 0 3034207 228222 2805985 PUBLICLY TRADED SECURITIES P 1343868 1016611 327257 327257 327257 5359 0 5359 0 5359 3200 0 0 0 3200 0 2159 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 LUCYSLEGACYFOUNDATION.ORG THE FOUNDATION 7812648109 75 STATE ST 16TH FLOOR BOSTON MA 02109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SHANNON FAIRLEY-PITTMAN 16TH FLOOR 75 STATE STREET BOSTON MA 02109 PRESIDENT 2.00 0 0 0 KATHRYN JONES 16TH FLOOR 75 STATE STREET BOSTON MA 02109 VICE PRESIDENT 2.00 0 0 0 RACHEL BASDEKIS 16TH FLOOR 75 STATE STREET BOSTON MA 02109 SECRETARY 2.00 0 0 0 CAROL SULLIVAN HANLEY 16TH FLOOR 75 STATE STREET BOSTON MA 02109 TREASURER 2.00 0 0 0 KYLA MCSWEENEY 16TH FLOOR 75 STATE STREET BOSTON MA 02109 DIRECTOR 2.00 0 0 0 BONNIE PAGE 16TH FLOOR 75 STATE STREET BOSTON MA 02109 DIRECTOR 2.00 0 0 0 HEIDI FANION 16TH FLOOR 75 STATE STREET BOSTON MA 02109 DIRECTOR 2.00 0 0 0 ROBYNE HOCKETT 16TH FLOOR 75 STATE STREET BOSTON MA 02109 GRANTS MANAGER 2.00 0 0 0 NONE 0 NONE 0 0 2724234 119101 9755 2853090 0 0 2853090 42796 2810294 140515 140515 5359 5359 135156 0 135156 0 135156 141661 0 141661 135156 135802 0 0 141661 135802 0 0 5859 0 0 0 0 0 0 0 0 129297 0 0 0 LUCY'S LEGACY FOUNDATION INC C/O HEMENWAY BARNES 75 STATE ST BOSTON MA 02109 6172648109 LUCYSLEGACYFOUNDATION@GMAIL.COM APPLICATIONS SHOULD BE SUBMITTED ONLINE ON WWW.LUCYSLEGACYFOUNDATION.ORG ROLLING ALUMNI OF WHEELOCK COLLEGE(GRADUATED PRIOR TO 2018 BU-WHEELOCK MERGER), OF THE BOSTON UNIVERSITY SCHOOL OF EDUCATION (GRADUATED PRIOR TO 2018 BU-WHEELOCK MERGER), AND OF THE BOSTON UNIVERSITY WHEELOCK COLLEGE OF EDUCATION & HUMAN DEVELOPMENT ARE ELIGIBLE TO APPLY FOR GRANTS FROM THE FOUNDATION'S ALUMNI GRANTS PROGRAM TO ENHANCE THE EDUCATIONAL EXPERIENCE OF THEIR STUDENTS AND THEIR COMMUNITIES. BOSTON UNIVERSITY ONE SILBER WAY BOSTON MA 02215 N/A PC LUCY'S LEGACY GRADUATE SCHOLARSHIPS FUND 83000 BOSTON UNIVERSITY ONE SILBER WAY BOSTON MA 02215 N/A PC WHEELOCK FAMILY THEATER FUND 15000 BOSTON UNIVERSITY ONE SILBER WAY BOSTON MA 02215 N/A PC LUCY WHEELOCK FELLOWSHIP FUND 25000 BOSTON UNIVERSITY ONE SILBER WAY BOSTON MA 02215 N/A PC WHEELOCK COLLEGE OF EDUCATION & HUMAN DEVELOPMENT FUND 3500 DEBORAH ANN COOPER CRANE 45A MARLBORO ROAD STOW MA 01775 N/A I GRANT - MUSIC TOGETHER AND INSTRUMENT REPLACEMENTS AND REPLENISHMENTS 2500 JACQUELINE CETLINE PATTERSON 514 MAJESTIC PRINCE CIRCLE HAVRE DE GRACE MD 21078 N/A I GRANT - EMPOWERING METCO STUDENTS IN UNDERSTANDING SYSTEMIC RACISM. 3500 MICHELLE CHALMERS 46 PRINDLE HILL RD CHARLTON MA 01507 N/A I GRANT - YOUTH LED CLIMATE JUSTICE NARRATIVES. 3500 136000 0 14 82590 18 327257 0 409847 0 409847 0 0 0 0 0 0 0 0 0 0 LIVINGSTON & HAYNES,PC 5450 2725 2725 SECTION 4942(H)(2) ELECTION AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSLUCYS LEGACY FOUNDATION, INC.C/O HEMENWAY & BARNES, LLP04-XXX-XX-XXXX STATE ST. 16 FLOORBOSTON, MA 02109MARCH 31, 2025PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING MARCH 31,2023 OF $108,391.BY: CAROL SULLIVAN-HANLEY AT&T INC NOTE 59966 59966 KEURIG DR PEPPER INC NOTE 60233 60233 THE CAMPBELLS COMPANY B 59274 59274 C H ROBINSON WORLDWIDE IN NOTE 59524 59524 CONAGRA BRANDS INC NOTE 60059 60059 CARDINAL HEALTH INC NOTE B 61042 61042 GENERAL MILLS INC NOTE CALL MAKE WHOLE 60398 60398 SYSCO CORP NOTE CALL MAKE WHOLE 60477 60477 ACCENTURE PLC (ACN) 29744 29744 MEDTRONIC PLC (MDT) 60655 60655 CHUBB LIMITED COM NPV 105927 105927 AUTOMATIC DATA PROCESSING INC COM 55875 55875 BP PLC SPONSORED ADR (BP 61100 61100 BIO-TECHNE CORP COM (TECH) 41808 41808 CLOROX CO COM USD1.00(CLX) 41452 41452 COLGATE-PALMOLIVE CO COM (CL) 68184 68184 CORPAY INC COM 43649 43649 COPART INC COM USD0.0001(CPRT) 39840 39840 CORTEVA INC COM (CTVA 92081 92081 DISNEY WALT 38552 38552 DUPONT DE NEMOURS INC COM (DD) 36640 36640 FISERV INC (FISV) 39060 39060 FORTINET INC COM USD0.001 (FTNT) 65376 65376 ILLUMINA INC 73956 73956 INTERNATIONAL BUS MACH CORP COM 60597 60597 INTERNATIONAL FLAVORS & FRAGRANCES 65295 65295 IQVIA HLDGS INC COM 51162 51162 MERCK &CO. INC COM (MRK) 90218 90218 NEWMONT CORP COM ISIN #US6516391066 97425 97425 NORTHERN TRUST CORP COM USD1.666 83742 83742 PEPSICO INC (PEP) 69880 69880 PROCTER AND GAMBLE CO COM (PG) 57776 57776 QNITY ELECTRONICS INC COMMON STOCK 46152 46152 UNITED PARCEL SERVICE INC (UPS) 68866 68866 WEYERHAEUSER CO MTN BE COM NEW 53746 53746 WILLIAMS COS INC COM (WMB) 72780 72780 362122 362122 0 0 AMERICAN TOWER CORP COM FMV 86290 86290 HEMENWAY & BARNES,LLP 1080 0 1985 ACCRUED INTEREST RECEIVABLE 5988 7161 7161 UNREALIZED LOSS ON INVESTMENTS 228222 OFFICE EXPENSES 915 0 915 STATE FILING FEES 36 0 36 ASSET BASED FEE 302 302 0 WILKINS INVESTMENT COUNSEL 21276 21276 0 FEDERAL TAXES 4803 0 0