Totals
- Total revenue
- $2,346,628
- Total expenses
- $36,563
- Contributions and grants received
- $2,333,532
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $13,096
- Other revenue
- $0
- Total assets, end of year
- $2,313,387
- Total liabilities, end of year
- $4,000
- Net assets or fund balances, end of year
- $2,309,387
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $36,563
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$2,333,532
-
3 · Investment income
total $13,096 · excluded $13,096
Functional expenses
Part IX, the statement of functional expenses.
-
11b · Fees: legal
total $31,000 · management and general $31,000
-
11g · Fees: other
total $5,000 · management and general $5,000
-
24a · Other expenses: TRUST ACCOUNT FEES
total $563 · management and general $563
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
end of year $98,983
-
3 · Pledges and grants receivable
end of year $1,233,532
-
11 · Investments: publicly traded securities
end of year $980,872
-
17 · Accounts payable and accrued expenses
end of year $4,000
-
27 · Net assets without donor restrictions
end of year $1,100,855
-
28 · Net assets with donor restrictions
end of year $1,208,532
Mission and programs · 2022
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.
Activities or mission (Part I)
WORKS TO ENHANCE AND PRESERVE THE PHYSICAL APPEARANCE, COMMUNITY AND NEIGHBORHOOD DIVERSITY, AND CULTURAL ASPECTS OF THE CITY OF BOSTON.
-
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.
As filed on the 2022 return.
Listed in Part VII
-
Kathy KottaridisKATHY KOTTARIDIS
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Alison FrazeeALISON FRAZEE
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Ryan McManusRYAN MCMANUS
CLERK
- Total calculated
- $0
- Hours/week
- 2
-
Vin Cipolla Thru 6-28-23VIN CIPOLLA THRU 6-28-23
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Deneen CrosbyDENEEN CROSBY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gerald W R WardGERALD W R WARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Byron RushingBYRON RUSHING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Candelaria Silva-CollinsCANDELARIA SILVA-COLLINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Carissa Demore Started 6-28-23CARISSA DEMORE STARTED 6-28-23
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
BOSTON PRESERVATION ALLIANCE INC
501(C)(3) · ADVOCACY FOR THE PRESERVATION OF UNIQUELY BUILT ENVIRONMENT OF BOSTON MA · MA
-
SOCIETY FOR THE PRESERVATION OF NEW ENGLAND ANTIQUITIES INC
501(C)(3) · SAVES AND SHARE NEW ENGLAND'S PAST TO ENGAGE AND INFORM THE PRESENT/FUTURE · MA
-
501(C)(3) · HOUSES AND PRESERVES PREEMINENT COLLECTIONS OF ART · MA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
LEGACY FUND FOR BOSTON LLC (CO HEMENWAY & BARNES LLP)
N/A · CHARITABLE GRANTMAKING FOR HISTORIC PRESERVATION IN BOSTON · DE
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441369349302119
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