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Nonprofiteer
← LEGACY FUND FOR BOSTON INC

Form 990 for tax year 2023

Filed by LEGACY FUND FOR BOSTON INC.

Totals

Total revenue
$70,401
Total expenses
$84,354
Contributions and grants received
$29,762
Grants paid
$0
Program service revenue
$0
Investment income
$40,639
Other revenue
$0
Total assets, end of year
$2,330,870
Total liabilities, end of year
$27,105
Net assets or fund balances, end of year
$2,303,765
Program services expenses (Part IX)
$0
Management and general expenses
$84,354
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

    $29,762

  • 3 · Investment income

    total $40,639 · excluded $40,639

Functional expenses

Part IX, the statement of functional expenses.

  • 11b · Fees: legal

    total $47,762 · management and general $47,762

  • 11c · Fees: accounting

    total $35,842 · management and general $35,842

  • 24a · Other expenses: TRUST ACCOUNT FEES

    total $750 · management and general $750

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $98,983 · end of year $95,680

  • 3 · Pledges and grants receivable

    beginning of year $1,233,532 · end of year $1,138,294

  • 11 · Investments: publicly traded securities

    beginning of year $980,872 · end of year $1,096,896

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,000 · end of year $27,105

  • 27 · Net assets without donor restrictions

    beginning of year $1,100,855 · end of year $1,190,471

  • 28 · Net assets with donor restrictions

    beginning of year $1,208,532 · end of year $1,113,294

Mission and programs · 2023

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 2023 return.

Listed in Part VII

  • Katherine Kottaridis

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Alison Frazee

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Ryan McManus

    CLERK

    Total calculated
    $0
    Hours/week
    2

  • Carissa Demore

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Deneen Crosby

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gerald W R Ward

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Byron Rushing

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Candelaria Silva-Collins

    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.

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
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202501349349309840

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