2025-07-23T13:57:41-05:00 2025-03-31 042536173 LIVINGSTON & HAYNES PC 40 GROVE STREET WELLESLEY MA 024827711 990PF 2024-04-01 042105865 LUCYS LEGACY FOUNDATIONINC C/O HEMENWAY & BARNES LLP LUCY 7812648109 75 STATE ST 16TH FLOOR BOSTON MA 02109 CAROL SULLIVAN-HANLEY TREASURER 7812648109 2025-07-21 1 0 Wendi Haynes P00176030 7812373339 2025-07-21 2024 2025-03-06 01:10:19Z X 2802100 X X 1 1 84136 84136 168109 679669 168109 252246 252246 0 0 0 7914 0 5199 6100 3050 5150 21235 21235 0 35450 0 0 1032 409 615 71731 24694 10964 234003 234003 305734 24694 244967 -53488 227552 147846 88874 88874 537269 421805 421805 1921190 1815936 1815936 237326 360697 360697 98795 108800 108800 7980 5988 5988 2950406 2802100 2802100 9708 7878 9708 7878 X 0 0 0 0 2940698 2794222 2940698 2794222 2950406 2802100 2940698 -53488 0 2887210 92988 2794222 Publicly traded Securities P 679669 511560 168109 168109 168109 3163 0 3163 0 3163 1560 0 0 0 1560 0 1603 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 LUCYSLEGACYFOUNDATION.ORG The Foundation 7812648109 75 STATE ST 16TH FLOOR BOSTON MA 02109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KYLA MCSWEENEY 16th floor 75 State Street boston MA 02109 dirECTOR 2.00 0 0 0 BONNIE PAGE 16th floor 75 State Street boston MA 02109 dirECTOR 2.00 0 0 0 CAROL SULLIVAN HANLEY 16th floor 75 State Street boston MA 02109 treasurer 2.00 0 0 0 RACHEL BASDEKIS 16th floor 75 State Street boston MA 02109 secretary 2.00 0 0 0 HEIDI FANION 16th floor 75 State Street boston MA 02109 DIRECTOR 2.00 0 0 0 SHANNON FAIRLEY-PITTMAN 16th floor 75 State Street boston MA 02109 PRESIDENT 2.00 0 0 0 KATHRYN JONES 16th floor 75 State Street boston MA 02109 vice president 2.00 0 0 0 NONE 0 NONE 0 0 2743156 137639 8123 2888918 0 0 2888918 43334 2845584 142279 142279 3163 3163 139116 0 139116 0 139116 244967 0 244967 139116 133262 2022 108391 0 244967 133262 108391 0 3314 0 0 0 0 0 0 0 0 135802 0 0 0 LUCY'S LEGACY FOUNDATION INC C/O HEMENWAY BARNES 75 STATE ST BOSTON MA 02109 6172648109 LUCYSLEGACYFOUNDATION@GMAIL.COM APPLICATIONS SHOULD BE SUBMITTED ONLINE ON WWW.LUCYSLEGACYFOUNDATION.ORG ROLLING ALUMNI OF WHEELOCK COLLEGE(GRADUATED PRIOR TO 2018 BU-WHEELOCK MERGER), OF THE BOSTON UNIVERSITY SCHOOL OF EDUCATION (GRADUATED PRIOR TO 2018 BU-WHEELOCK MERGER), AND OF THE BOSTON UNIVERSITY WHEELOCK COLLEGE OF EDUCATION & HUMAN DEVELOPMENT ARE ELIGIBLE TO APPLY FOR GRANTS FROM THE FOUNDATION'S ALUMNI GRANTS PROGRAM TO ENHANCE THE EDUCATIONAL EXPERIENCE OF THEIR STUDENTS AND THEIR COMMUNITIES. BOSTON UNIVERSITY ONE SILBER WAY BOSTON MA 02215 N/A PC SCHOLARSHIPS FOR BU WHEELOCK SCHOOL 220148 KAREN FRANCES WOOD 7 Saranac Street boston MA 02122 n/A I GRANT-ROUSING THE READER - BOSTON PUBLIC SCHOOLS-PHONICS MATERIALS 3500 QT Library INC 35 BARTON STREET SOMERVILLE MA 021441507 n/A pc GRANT-LGBTQ+ LIBRARY - GRANT TO PURCHASE BOOKS. 3500 KERRI LYNN BAILEY-NEKERVIS 472 Massachusetts Ave Acton MA 01720 n/A I GRANT- MT. CALVARY LUTHERAN CHURCH ACTON MA-SENSORY playground for all children- 4355 COMMUNITY NETWORK FOR CHILDREN 201 Wendell Road new salem MA 01355 n/A PC toys and educational materials for the community parent/child playgroups 2500 234003 0 14 1 14 84136 18 168109 0 252246 0 252246 0 0 0 0 0 0 0 0 0 0 LIVINGSTON & HAYNES,PC 6100 3050 5150 SECTION 4942(h)(2) ELECTION AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSLUCYS LEGACY FOUNDATION, INC.C/O HEMENWAY & BARNES, LLP04-XXX-XX-XXXX STATE ST. 16 FLOORBOSTON, MA 02109MARCH 31, 2025PURSUANT TO IRC SEC. 4942(h)(2) AND REG. 53.4942(a)-3(d)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING MARCH 31,2023 OF $108,391.BY: CAROL SULLIVAN-HANLEY ORACLE CORP NOTE CALL MAKE 60000 60000 CONAGRA BRANDS INC NOTE 59932 59932 Keurig Dr Pepper Inc Note 60668 60668 AT&T INC NOTE 59748 59748 THE CAMPBELLS COMPANY B 59382 59382 CARDINAL HEALTH INC NOTE B 60967 60967 ACCENTURE PLC (ACN) 46806 46806 MEDTRONIC PLC (MDT) 62902 62902 CHUBB LIMITED COM NPV 105697 105697 AUTOMATIC DATA PROCESSING INC COM 91659 91659 BP PLC SPONSORED ADR (BP 50685 50685 COLGATE-PALMOLIVE CO COM (CL) 74960 74960 CORTEVA INC COM (CTVA 88102 88102 DUPONT DE NEMOURS INC COM (DD) 59744 59744 FASTENAL COM STK USD0.01 (FAST) 77550 77550 FISERV INC (FISV) 66249 66249 FORTINET INC COM USD0.001 (FTNT) 96260 96260 INTERNATIONAL BUS MACH CORP COM 111897 111897 INTERNATIONAL FLAVORS & FRAGRANCES 54327 54327 JOHNSON &JOHNSON COM USD1.00 (JNJ 82920 82920 MERCK &CO. INC COM (MRK) 53856 53856 NEWMONT CORP COM ISIN #US6516391066 77248 77248 NORTHERN TRUST CORP COM USD1.666 59190 59190 PEPSICO INC (PEP) 63725 63725 PROCTER AND GAMBLE CO COM (PG) 72429 72429 SYSCO CORP (SYY) 63784 63784 UNITED PARCEL SERVICE INC (UPS) 54995 54995 WILLIAMS COS INC COM (WMB) 83664 83664 WEYERHAEUSER CO MTN BE COM NEW 46848 46848 Illumina inc 47604 47604 CORPAY INC COM 34872 34872 Disney Walt 39480 39480 IQVIA HLDGS INC COM 48483 48483 421805 421805 0 0 AMERICAN TOWER CORP COM FMV 108800 108800 HEMENWAY & BARNES,llp 7914 0 5199 ACCRUED INTEREST RECEIVABLE 7980 5988 5988 UNREALIZED GAIN ON INVESTMENTS 92988 OFFICE EXPENSES 579 0 579 STATE FILING FEES 36 0 36 CHECK FEE 8 0 0 ASSET BASED FEE 409 409 0 WILKINS INVESTMENT COUNSEL 21235 21235 0 FEDERAL TAXES AND PENALTIES 35450 0 0