Nonprofit · EIN 04-2105865
LUCYS LEGACY FOUNDATION INC
Tax-exempt · BOSTON, MA 02109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $409,847 | $169,862 | $239,985 | $2,811,164 | $5,179 | $2,805,985 |
| March 31, 2025 | 990-PF | $252,246 | $305,734 | -$53,488 | $2,802,100 | $7,878 | $2,794,222 |
| March 31, 2024 | 990-PF | $134,611 | $31,165 | $103,446 | $2,950,406 | $9,708 | $2,940,698 |
| March 31, 2023 | 990-PF | $136,530 | $181,666 | -$45,136 | $2,661,999 | $6,696 | $2,655,303 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $82,590
- Net gain from sales of assets
- $327,257
Expenses
- Grants and similar amounts paid
- $136,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $141,661
- Excise tax on investment income
- $5,359
Balance sheet and other
- Total assets, start of year
- $2,802,100
- Total assets, end of year
- $2,811,164
- Total liabilities, end of year
- $5,179
- Net assets, end of year
- $2,805,985
- Fair market value of assets
- $2,811,164
- Qualifying distributions
- $141,661
- Net investment income
- $409,847
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHANNON FAIRLEY-PITTMAN 16TH FLOOR 75 STATE STREET, BOSTON, MA 02109 | PRESIDENT | 2 | $0 |
| KATHRYN JONES 16TH FLOOR 75 STATE STREET, BOSTON, MA 02109 | VICE PRESIDENT | 2 | $0 |
| RACHEL BASDEKIS 16TH FLOOR 75 STATE STREET, BOSTON, MA 02109 | SECRETARY | 2 | $0 |
| CAROL SULLIVAN HANLEY 16TH FLOOR 75 STATE STREET, BOSTON, MA 02109 | TREASURER | 2 | $0 |
| KYLA MCSWEENEY 16TH FLOOR 75 STATE STREET, BOSTON, MA 02109 | DIRECTOR | 2 | $0 |
| BONNIE PAGE 16TH FLOOR 75 STATE STREET, BOSTON, MA 02109 | DIRECTOR | 2 | $0 |
| HEIDI FANION 16TH FLOOR 75 STATE STREET, BOSTON, MA 02109 | DIRECTOR | 2 | $0 |
| ROBYNE HOCKETT 16TH FLOOR 75 STATE STREET, BOSTON, MA 02109 | GRANTS MANAGER | 2 | $0 |
990-PF for the year ended March 31, 2025: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KYLA MCSWEENEY 16th floor 75 State Street, boston, MA 02109 | dirECTOR | 2 | $0 |
| BONNIE PAGE 16th floor 75 State Street, boston, MA 02109 | dirECTOR | 2 | $0 |
| CAROL SULLIVAN HANLEY 16th floor 75 State Street, boston, MA 02109 | treasurer | 2 | $0 |
| RACHEL BASDEKIS 16th floor 75 State Street, boston, MA 02109 | secretary | 2 | $0 |
| HEIDI FANION 16th floor 75 State Street, boston, MA 02109 | DIRECTOR | 2 | $0 |
| SHANNON FAIRLEY-PITTMAN 16th floor 75 State Street, boston, MA 02109 | PRESIDENT | 2 | $0 |
| KATHRYN JONES 16th floor 75 State Street, boston, MA 02109 | vice president | 2 | $0 |
990-PF for the year ended March 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KYLA MCSWEENEY 16TH FLOOR 75 STATE STREET, BOSTON, MA 02109 | PRESIDENT | 2 | $0 |
| BONNIE PAGE 16TH FLOOR 75 STATE STREET, BOSTON, MA 02109 | TREASURER | 2 | $0 |
| CAROL SULLIVAN HANLEY 16TH FLOOR 75 STATE STREET, BOSTON, MA 02109 | CLERK | 2 | $0 |
| RACHEL BASDEKIS 16TH FLOOR 75 STATE STREET, BOSTON, MA 02109 | DIRECTOR | 2 | $0 |
| HEIDI FANION 16TH FLOOR 75 STATE STREET, BOSTON, MA 02109 | DIRECTOR | 2 | $0 |
| SHANNON FAIRLEY-PITTMAN 16TH FLOOR 75 STATE STREET, BOSTON, MA 02109 | DIRECTOR | 2 | $0 |
| KATHRYN JONES 16TH FLOOR 75 STATE STREET, BOSTON, MA 02109 | DIRECTOR | 2 | $0 |
990-PF for the year ended March 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KYLA MCSWEENEY 16TH FLOOR 75 STATE STREET, BOSTON, MA 02109 | PRESIDENT | 2 | $0 |
| BONNIE PAGE 16TH FLOOR 75 STATE STREET, BOSTON, MA 02109 | TREASURER | 2 | $0 |
| CAROL SULLIVAN HANLEY 16TH FLOOR 75 STATE STREET, BOSTON, MA 02109 | CLERK | 2 | $0 |
| RACHEL BASDEKIS 16TH FLOOR 75 STATE STREET, BOSTON, MA 02109 | DIRECTOR | 2 | $0 |
| HEIDI FANION 16TH FLOOR 75 STATE STREET, BOSTON, MA 02109 | DIRECTOR | 2 | $0 |
| SHANNON FAIRLEY-PITTMAN 16TH FLOOR 75 STATE STREET, BOSTON, MA 02109 | DIRECTOR | 2 | $0 |
| KATHRYN JONES 16TH FLOOR 75 STATE STREET, BOSTON, MA 02109 | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 75 STATE ST 16TH FLOOR, BOSTON, MA 02109-1808
- In care of
- % SHANNON FAIRLEY-PITTMAN
- Signed the 990-PF
- CAROL SULLIVAN-HANLEY, TREASURER
- Phone
- (781) 264-8109
- Website
- LUCYSLEGACYFOUNDATION.ORG
- Return prepared by
- LIVINGSTON & HAYNES PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-2105865
- 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
- 1943
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Education (B84)
- Assets (IRS master file)
- $2,811,164
- Income (IRS master file)
- $1,426,458
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $409,847 | $169,862 | $2,811,164 | XML |
| 990-PF | March 2025 | $252,246 | $305,734 | $2,802,100 | XML |
| 990-PF | March 2024 | $134,611 | $31,165 | $2,950,406 | XML |
| 990-PF | March 2023 | $136,530 | $181,666 | $2,661,999 | XML |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990 | March 2018 | – | – | – | 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 04-2105865).
Questions about LUCYS LEGACY FOUNDATION INC
- What is the EIN of LUCYS LEGACY FOUNDATION INC?
- The employer identification number (EIN) of LUCYS LEGACY FOUNDATION INC is 04-2105865.
- Is LUCYS LEGACY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1943.
- Are donations to LUCYS LEGACY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LUCYS LEGACY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LUCYS LEGACY FOUNDATION INC due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUCYS LEGACY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of LUCYS LEGACY FOUNDATION INC?
- The 990-PF for the year ended March 31, 2026 lists 8 people; 0 received compensation from the organization.
- How much revenue does LUCYS LEGACY FOUNDATION INC have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $409,847, expenses of $169,862 and total assets of $2,811,164 at year end.
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