Nonprofit · EIN 92-0856043
LEGACY FUND FOR BOSTON INC
Tax-exempt · BOSTON, MA 02109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $71,142 | $662,427 | -$591,285 | $1,730,409 | $6,805 | $1,723,604 |
| June 30, 2024 | 990 | $70,401 | $84,354 | -$13,953 | $2,330,870 | $27,105 | $2,303,765 |
| June 30, 2023 | 990 | $2,346,628 | $36,563 | $2,310,065 | $2,313,387 | $4,000 | $2,309,387 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $34,297
- Program service revenue
- $0
- Investment income
- $36,845
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $602,426
- Compensation of officers, directors and key employees
- $2,000
- Salaries, compensation and benefits (total)
- $2,000
- Professional fundraising fees
- $0
- Legal fees
- $21,509
- Accounting fees
- $32,820
- Program services (functional)
- $642,409
- Management and general (functional)
- $20,018
Balance sheet and other
- Total assets, start of year
- $2,330,870
- Total assets, end of year
- $1,730,409
- Total liabilities, end of year
- $6,805
- Net assets, end of year
- $1,723,604
- Publicly traded securities
- $641,660
- Net assets without donor restrictions
- $701,013
- Net assets with donor restrictions
- $1,022,591
- Gross receipts
- $71,142
- Employees
- 0
- Volunteers
- 9
- Year formed
- 2022
- State of legal domicile
- MA
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DENEEN CROSBY | DIRECTOR Trustee or director | 1 | $1,000 |
| CANDELARIA SILVA-COLLINS | DIRECTOR (UNTIL FEB 2025) Trustee or director | 1 | $1,000 |
| CARISSA DEMORE | PRESIDENT Trustee or director, Officer | 2 | $0 |
| JULIAN PHILLIPS | TREASURER Trustee or director, Officer | 2 | $0 |
| RYAN MCMANUS | CLERK Trustee or director, Officer | 2 | $0 |
| GERALD W R WARD | DIRECTOR Trustee or director | 1 | $0 |
| BYRON RUSHING | DIRECTOR Trustee or director | 1 | $0 |
| DAKOTA JONES | DIRECTOR Trustee or director | 1 | $0 |
| KATHERINE KOTTARIDIS | PRESIDENT (UNTIL FEB 2025) Trustee or director, Officer | 2 | $0 |
| ALISON FRAZEE | TREASURER (UNTIL FEB 2025) Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE KOTTARIDIS | PRESIDENT Trustee or director, Officer | 2 | $0 |
| ALISON FRAZEE | TREASURER Trustee or director, Officer | 2 | $0 |
| RYAN MCMANUS | CLERK Trustee or director, Officer | 2 | $0 |
| CARISSA DEMORE | DIRECTOR Trustee or director | 1 | $0 |
| DENEEN CROSBY | DIRECTOR Trustee or director | 1 | $0 |
| GERALD W R WARD | DIRECTOR Trustee or director | 1 | $0 |
| BYRON RUSHING | DIRECTOR Trustee or director | 1 | $0 |
| CANDELARIA SILVA-COLLINS | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHY KOTTARIDIS | PRESIDENT Trustee or director, Officer | 2 | $0 |
| ALISON FRAZEE | TREASURER Trustee or director, Officer | 2 | $0 |
| RYAN MCMANUS | CLERK Trustee or director, Officer | 2 | $0 |
| VIN CIPOLLA THRU 6-28-23 | DIRECTOR Trustee or director | 1 | $0 |
| DENEEN CROSBY | DIRECTOR Trustee or director | 1 | $0 |
| GERALD W R WARD | DIRECTOR Trustee or director | 1 | $0 |
| BYRON RUSHING | DIRECTOR Trustee or director | 1 | $0 |
| CANDELARIA SILVA-COLLINS | DIRECTOR Trustee or director | 1 | $0 |
| CARISSA DEMORE STARTED 6-28-23 | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 75 STATE ST 16TH FLOOR, BOSTON, MA 02109-1808
- Principal officer (990 for 2024)
- JULIAN K PHILLIPS, 75 STATE ST 16TH FLOOR, BOSTON, MA 02176
- Signed the 990
- JULIAN K PHILLIPS, TREASURER
- Phone
- (877) 829-5500
- Return prepared by
- LIVINGSTON & HAYNES PC
Mission
THE LEGACY FUND FOR BOSTON IS A PUBLIC CHARITY WHICH SUPPORTS THE ENDURANCE OF PLACES AND SPACES THAT ARE MEANINGFUL TO BOSTONIANS AND THE HISTORIC CHARACTER OF THE ENTIRE CITY OF BOSTON.
Program accomplishments
- THE FUND WILL MAKE GRANTS FOR CHARITABLE,EDUCATIONAL AND LITERARY PURPOSES INCLUDING BUT NOT LIMITED TO HISTORIC PRESERVATION AND RESTORATION TO ORGANIZATIONS DESCRIBED IN SECTIONS 509(A)(1) OR 509(A)(2) THAT WORK TO ENHANCE AND PRESERVE THE PHYSICAL APPEARANCE, COMMUNITY AND NEIGHBORHOOD DIVERSITY, AND CULTURAL ASPECTS OF THE CITY OF BOSTON.Expenses $642,409 · grants $602,426
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 92-0856043
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2024
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82)
- Assets (IRS master file)
- $1,730,409
- Income (IRS master file)
- $71,142
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $71,142 | $662,427 | $1,730,409 | IRS |
| 990 | June 2024 | $70,401 | $84,354 | $2,330,870 | IRS |
| 990 | June 2023 | $2,346,628 | $36,563 | $2,313,387 | XML |
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 92-0856043).
Questions about LEGACY FUND FOR BOSTON INC
- What is the EIN of LEGACY FUND FOR BOSTON INC?
- The employer identification number (EIN) of LEGACY FUND FOR BOSTON INC is 92-0856043.
- Is LEGACY FUND FOR BOSTON INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to LEGACY FUND FOR BOSTON INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does LEGACY FUND FOR BOSTON INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LEGACY FUND FOR BOSTON INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEGACY FUND FOR BOSTON INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LEGACY FUND FOR BOSTON INC?
- The 990 for the year ended June 30, 2025 names JULIAN K PHILLIPS.
- Who are the officers and directors of LEGACY FUND FOR BOSTON INC?
- The 990 for the year ended June 30, 2025 lists 10 people; 2 received compensation from the organization, the highest $1,000 (DENEEN CROSBY, DIRECTOR).
- How much revenue does LEGACY FUND FOR BOSTON INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $71,142, expenses of $662,427 and total assets of $1,730,409 at year end.
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All nonprofits in BOSTON · Massachusetts · Arts, culture and humanities