Lucys Legacy Foundationinc

BOSTON, MA EIN: 04-2105865

Lucys Legacy Foundationinc is a private foundation focused on Education, based in BOSTON, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.8M in total assets. In 2025, it awarded 5 grants totaling $234K. Net investment income was $228K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.8M

-5.0% YoY

Annual Giving

$234K

+6585.8% YoY

Grant Count

5

+400.0% YoY

Avg Grant Size

$47K

+1237.2% YoY

About Lucys Legacy Foundationinc

Based on IRS filings

Lucys Legacy Foundationinc is a private foundation focused on Education, based in BOSTON, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.8M in total assets. In 2025, it awarded 5 grants totaling $234K. Net investment income was $228K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

ActonAustinBarringtonBostonBraintreeCleverlyDudleyLongmeadowLortonLynnNew SalemShelburne FallsSomervilleSouth YarmouthSpencerWeymouth

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$84K$168K$252K$336K20212022202320242025
Metric202520242023
Total Assets$2,802,100$2,950,406$2,661,999
Revenue$252,246$134,611$136,530
Expenses$305,734$31,165$181,666
Qualifying Distributions$244,967$5,778$145,427
Net Investment Income$227,552$111,344$113,563
Distributable Amount$139,116$133,262$135,141

Giving Over Time

Total grant dollars and number of grants per year

$0$59K$117K$176K$234K1 grants20218 grants20227 grants20231 grants20245 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

BOSTON UNIVERSITY$220KKERRI LYNN BAILEY-NEKERVIS$4KKAREN FRANCES WOOD$4KQT Library INC$4KCOMMUNITY NETWORK FOR CH…$3K

Grant Size Distribution

22 grants across all recorded years

18<$50K$50–100K4$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
KYLA MCSWEENEYdirECTOR2
BONNIE PAGEdirECTOR2
CAROL SULLIVAN HANLEYtreasurer2
RACHEL BASDEKISsecretary2
HEIDI FANIONDIRECTOR2
SHANNON FAIRLEY-PITTMANPRESIDENT2
KATHRYN JONESvice president2

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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