SUDBURY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SUDBURY FOUNDATION (EIN 04-6037026)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-04
- IRS object ID
- 202122169349101302
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-04T12:30:06-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046037026 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SUDBURY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUDB | BusinessNameControlTxt |
| Phone | 9784430849 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 326 CONCORD RD | AddressLine1Txt |
| City | SUDBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01776 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIAN QUINN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9784430849 | PhoneNum |
| Signature | 2021-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DIAN | PersonFirstNm |
| Person Last | QUINN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COURTNEY MCFARLAND CPA | PreparerPersonNm |
| PTIN | P01645518 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2021-06-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,629,681 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $496,037 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $432,048 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,208,092 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,481,973 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,311,988 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $143,807 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $144,377 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,848,506 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,744,036 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $143,807 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $272,068 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $129,068 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $143,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $63,600 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $63,600 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,221 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,221 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,854 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,885 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $16,969 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,821 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,821 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $52,705 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $15,476 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $176,507 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $51,687 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $51,687 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $246 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $246 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,153 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,153 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $678,862 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $130,953 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $334,173 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,323,313 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,601,313 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,002,175 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $130,953 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,935,486 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,846,331 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,613,083 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $143,807 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,151 | CashBOYAmt |
| Cash EOY | $6,478 | CashEOYAmt |
| Cash EOYFMV | $6,478 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $540,151 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,249,428 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,249,428 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,091 | AcctRcvblAmt |
| Acct Rcvbl BOY | $14,284 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $5,091 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,091 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $17,430 | PrepaidExpensesBOYAmt |
| Corporate Bonds BOY | $6,486,646 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,212,211 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,212,211 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $27,220,315 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,317,862 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $29,317,862 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,291,003 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $452,392 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,015,118 | LandBOYAmt |
| Land EOY | $838,611 | LandEOYAmt |
| Land EOYFMV | $838,611 | LandEOYFMVAmt |
| Total Assets BOY | $35,302,095 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,629,681 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,629,681 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,443 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $36,692 | AccountsPayableEOYAmt |
| Grants Payable BOY | $549,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $271,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $79,519 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $51,856 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $632,962 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $359,548 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $34,669,133 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $37,270,133 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,669,133 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,270,133 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,302,095 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,629,681 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,669,133 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,846,331 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $37,515,464 | SubtotalAmt |
| Other Decreases | $245,331 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,270,133 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $29,481,973 | GrossSalesPriceAmt |
| Cost Or Other Basis | $25,169,985 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,311,988 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,311,988 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,311,988 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $64,122 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $64,122 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $64,122 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51,430 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $51,430 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $493 | EsPenaltyAmt |
| Tax Due | $13,185 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SUDBURYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | BANK OF AMERICA PHIL MGMT GROUP | IndividualWithBooksNm |
| Phone | 6174346454 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 FRANKLIN STREET MA1-225-04-02 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA | ||||||||
| MA1-225-04-02 225 FRANKLIN STREET | BOSTON | MA | 02110 | TRUSTEE | 40.00 | $129,068 | $0 | $0 |
| MINER CRARY | ||||||||
| 326 CONCORD ROAD | SUDBURY | MA | 01776 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| STEPHEN RICHMOND | ||||||||
| 326 CONCORD ROAD | SUDBURY | MA | 01776 | TRUSTEE (THRU JAN 2020) | 4.00 | $0 | $0 | $0 |
| JILL STANSKY | ||||||||
| 326 CONCORD ROAD | SUDBURY | MA | 01776 | TRUSTEE/CHAIR | 8.00 | $0 | $0 | $0 |
| MARILYN MARTINO | ||||||||
| 326 CONCORD ROAD | SUDBURY | MA | 01776 | EXECUTIVE DIRECTOR | 40.00 | $143,000 | $10,725 | $0 |
| TRACY STEWART | ||||||||
| 326 CONCORD ROAD | SUDBURY | MA | 01776 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| BILL SPENCER | ||||||||
| 326 CONCORD ROAD | SUDBURY | MA | 01776 | TRUSTEE | 4.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA BRUNNER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 326 CONCORD ROAD | AddressLine1Txt |
| City | SUDBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01776 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OPERATIONS MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $63,600 | CompensationAmt |
| Employee Benefits | $4,770 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $32,131,570 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $614,490 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,091 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,751,151 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,751,151 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $491,267 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,259,884 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,612,994 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,612,994 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $64,122 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $64,122 | TotalTaxAmt |
| Distributable Before Adj | $1,548,872 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $143,807 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,692,679 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,692,679 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,935,486 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,935,486 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,935,486 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,692,679 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $4,462 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,462 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,935,486 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,692,679 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $242,807 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $247,269 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $247,269 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $4,462 | ExcessFromYear1Amt |
| Excess From Current Year | $242,807 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARILYN MARTINO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 326 CONCORD ROAD | AddressLine1Txt |
| City | SUDBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01776 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9784430849 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION FORMS ARE AVAILABLE ON OUR WEBSITE WWW.SUDBURYFOUNDATION.ORG UNDER THE GRANT PROGRAMS TAB. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PLEASE REFER TO OUR WEBSITE WWW.SUDBURYFOUNDATION.ORG UNDER THE GRANT PROGRAMS TAB. | SubmissionDeadlinesTxt |
| Restrictions On Awards | PLEASE REFER TO OUR WEBSITE WWW.SUDBURYFOUNDATION.ORG UNDER THE GRANT PROGRAMS TAB. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (145 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADVOCATES INC | |||||||||||||
| 1881 WORCESTER ROAD | FRAMINGHAM | MA | 01701 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $20,000 | |||||||
| BIG BROTHERS BIG SISTERS OF CMMW | |||||||||||||
| 484 MAIN STREET SUITE 360 | WORCESTER | MA | 01608 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $20,000 | |||||||
| BIG BROTHERS BIG SISTERS OF CMMW | |||||||||||||
| 484 MAIN STREET SUITE 360 | WORCESTER | MA | 01608 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $20,000 | |||||||
| BOYS & GIRLS CLUBS OF METROWEST | |||||||||||||
| 169 PLEASANT STREET | MARLBOROUGH | MA | 01752 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $100,000 | |||||||
| CAMP CASCO | |||||||||||||
| PO BOX 330 | SUDBURY | MA | 01776 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $16,700 | |||||||
| DISCOVERY MUSEUM | |||||||||||||
| 177 MAIN STREET | ACTON | MA | 01720 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $20,000 | |||||||
| DOC WAYNE YOUTH SERVICES INC | |||||||||||||
| 418 COMMONWEALTH AVENUE ATTN SANDY | BOSTON | MA | 02215 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $20,000 | CADES | ||||||
| EMPLOYMENT OPTIONS INC | |||||||||||||
| 82 BRIGHAM STREET | MARLBOROUGH | MA | 01752 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $20,000 | |||||||
| FAMILY PROMISE METROWEST | |||||||||||||
| 6 MULLIGAN STREET | NATICK | MA | 01760 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $10,000 | |||||||
| HOOPS AND HOMEWORK | |||||||||||||
| PO BOX 5 | FRAMINGHAM | MA | 01704 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $5,000 | |||||||
| HOOPS AND HOMEWORK | |||||||||||||
| PO BOX 5 | FRAMINGHAM | MA | 01704 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $15,300 | |||||||
| JEFF'S PLACE | |||||||||||||
| 281 PLEASANT STREET | FRAMINGHAM | MA | 01701 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $20,000 | |||||||
| JEFF'S PLACE | |||||||||||||
| 281 PLEASANT STREET | FRAMINGHAM | MA | 01701 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $20,000 | |||||||
| JEWISH FAMILY SERVICE OF METROWEST | |||||||||||||
| 475 FRANKLIN STREET SUITE 101 | FRAMINGHAM | MA | 01702 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $5,000 | |||||||
| JEWISH FAMILY SERVICE OF METROWEST | |||||||||||||
| 475 FRANKLIN STREET SUITE 101 | FRAMINGHAM | MA | 01702 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $10,000 | |||||||
| LINCOLN-SUDBURY REGIONAL HIGH SCHOOL | |||||||||||||
| 390 LINCOLN ROAD | SUDBURY | MA | 01776 | MUNICIPALITY | CHILDREN, YOUTH & FAMILIES | $9,060 | |||||||
| LINCOLN-SUDBURY REGIONAL HIGH SCHOOL | |||||||||||||
| 390 LINCOLN ROAD | SUDBURY | MA | 01776 | MUNICIPALITY | CHILDREN, YOUTH & FAMILIES | $8,500 | |||||||
| METROWEST LEGAL SERVICES | |||||||||||||
| 63 FOUNTAIN STREET SUITE 304 | FRAMINGHAM | MA | 01702 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $25,000 | |||||||
| METROWEST YMCA | |||||||||||||
| 280 OLD CONNECTICUT PATH | FRAMINGHAM | MA | 01701 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $10,000 | |||||||
| METROWEST YMCA | |||||||||||||
| 280 OLD CONNECTICUT PATH | FRAMINGHAM | MA | 01701 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $10,000 | |||||||
| ONE CAN HELP INC | |||||||||||||
| PO BOX 55 | NEWTON | MA | 02468 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $2,500 | |||||||
| ONE CAN HELP INC | |||||||||||||
| PO BOX 55 | NEWTON | MA | 02468 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $5,000 | |||||||
| SMILE MASS INC | |||||||||||||
| 66 DUDLEY ROAD | SUDBURY | MA | 01776 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $19,400 | |||||||
| SOUTH MIDDLESEX OPPORTUNITY COUNCIL | |||||||||||||
| 7 BISHOP STREET | FRAMINGHAM | MA | 01702 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $12,000 | |||||||
| SPARK KINDNESS | |||||||||||||
| PO BOX 823 | NATICK | MA | 01760 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $24,000 | |||||||
| SPARK KINDNESS | |||||||||||||
| PO BOX 823 | NATICK | MA | 01760 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $1,000 | |||||||
| SPARK KINDNESS | |||||||||||||
| PO BOX 823 | NATICK | MA | 01760 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $8,035 | |||||||
| THE GUILD FOR HUMAN SERVICES | |||||||||||||
| 521 VIRGINIA ROAD | CONCORD | MA | 01742 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $20,000 | |||||||
| THE LEARNING CENTER FOR THE DEAF | |||||||||||||
| 848 CENTRAL STREET | FRAMINGHAM | MA | 01701 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $20,000 | |||||||
| THINKGIVE INC | |||||||||||||
| 26 ELM STREET | CONCORD | MA | 01742 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $18,000 | |||||||
| THRIVE SUPPORT AND ADVOCACY INC | |||||||||||||
| 65 BOSTON POST ROAD WEST SUITE 220 | MARLBOROUGH | MA | 01752 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $20,000 | |||||||
| WAYSIDE YOUTH & FAMILY SUPPORT NETWORK | |||||||||||||
| 1 FREDERICK ABBOTT WAY | FRAMINGHAM | MA | 01701 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $10,000 | |||||||
| A PLACE TO TURN | |||||||||||||
| 99 HARTFORD STREET | NATICK | MA | 01760 | PUBLIC CHARITY | COMMUNITY | $2,500 | |||||||
| ACTON-BOXBOROUGH UNITED WAY | |||||||||||||
| 537 MASSACHUSETTS AVE SUITE 101 | ACTON | MA | 01720 | PUBLIC CHARITY | COMMUNITY | $2,500 | |||||||
| ADVOCATES INC | |||||||||||||
| 1881 WORCESTER ROAD | FRAMINGHAM | MA | 01701 | PUBLIC CHARITY | COMMUNITY | $2,500 | |||||||
| AMAZING THINGS ARTS CENTER | |||||||||||||
| 160 HOLLIS STREET | FRAMINGHAM | MA | 01702 | PUBLIC CHARITY | COMMUNITY | $2,500 | |||||||
| BETHANY HILL PLACE | |||||||||||||
| 89 BETHANY ROAD | FRAMINGHAM | MA | 01702 | PUBLIC CHARITY | COMMUNITY | $2,500 | |||||||
| DISCOVERING HIDDEN GEMS | |||||||||||||
| 446 MAIN STREET | HUDSON | MA | 01749 | PUBLIC CHARITY | COMMUNITY | $2,500 | |||||||
| DISCOVERY MUSEUM | |||||||||||||
| 177 MAIN STREET | ACTON | MA | 01720 | PUBLIC CHARITY | COMMUNITY | $2,500 | |||||||
| DOC WAYNE YOUTH SERVICES INC | |||||||||||||
| 418 COMMONWEALTH AVENUE ATTN SANDY | BOSTON | MA | 02215 | PUBLIC CHARITY | COMMUNITY | $2,500 | CADES | ||||||
| EDWARDS CHURCHOPEN SPIRIT | |||||||||||||
| 39 EDWARDS STREET | FRAMINGHAM | MA | 01701 | PUBLIC CHARITY | COMMUNITY | $2,500 | |||||||
| FOUNDATION FOR METROWEST | |||||||||||||
| 3 ELIOT STREET | NATICK | MA | 01760 | PUBLIC CHARITY | COMMUNITY | $20,000 | |||||||
| FOUNDATION FOR METROWEST | |||||||||||||
| 3 ELIOT STREET | NATICK | MA | 01760 | PUBLIC CHARITY | COMMUNITY | $2,500 | |||||||
| FRAMINGHAM HISTORY CENTER | |||||||||||||
| PO BOX 2032 | FRAMINGHAM | MA | 01703 | PUBLIC CHARITY | COMMUNITY | $2,500 | |||||||
| FRAMINGHAM STATE UNIV FOUNDATION | |||||||||||||
| 100 STATE STREET | FRAMINGHAM | MA | 01701 | PUBLIC CHARITY | COMMUNITY | $2,500 | |||||||
| FRIENDS OF THE ASSABET RIVER NATIONAL WILDLIFE REFUGE | |||||||||||||
| PO BOX 27 | HUDSON | MA | 01749 | PUBLIC CHARITY | COMMUNITY | $2,500 | |||||||
| GREATER FRAMINGHAM COMMUNITY CHURCH | |||||||||||||
| 44 FRANKLIN STREET | FRAMINGHAM | MA | 01702 | PUBLIC CHARITY | COMMUNITY | $2,500 | |||||||
| JEWISH FAMILY SERVICE OF METROWEST | |||||||||||||
| 475 FRANKLIN STREET SUITE 101 | FRAMINGHAM | MA | 01702 | PUBLIC CHARITY | COMMUNITY | $2,500 | |||||||
| LINCOLN METCO COORDINATING COMMITTEE | |||||||||||||
| PO BOX 393 | LINCOLN | MA | 01773 | PUBLIC CHARITY | COMMUNITY | $2,500 | |||||||
| METRO CDC | |||||||||||||
| 40 MECHANIC STREET SUITE 300 | MARLBOROUGH | MA | 01752 | PUBLIC CHARITY | COMMUNITY | $2,500 | |||||||
| METROWEST LEGAL SERVICES | |||||||||||||
| 63 FOUNTAIN STREET SUITE 304 | FRAMINGHAM | MA | 01702 | PUBLIC CHARITY | COMMUNITY | $2,500 | |||||||
| METROWEST MEDIATION SERVICES | |||||||||||||
| 220 NORTH MAIN STREET SUITE 106 | NATICK | MA | 01760 | PUBLIC CHARITY | COMMUNITY | $2,500 | |||||||
| METROWEST NONPROFIT NETWORK | |||||||||||||
| PO BOX 1661 | FRAMINGHAM | MA | 01701 | PUBLIC CHARITY | COMMUNITY | $10,000 | |||||||
| METROWEST NONPROFIT NETWORK | |||||||||||||
| PO BOX 1661 | FRAMINGHAM | MA | 01701 | PUBLIC CHARITY | COMMUNITY | $2,500 | |||||||
| METROWEST YMCA | |||||||||||||
| 280 OLD CONNECTICUT PATH | FRAMINGHAM | MA | 01701 | PUBLIC CHARITY | COMMUNITY | $2,500 | |||||||
| NEIGHBOR BRIGADE | |||||||||||||
| PO BOX 735 | MAYNARD | MA | 01754 | PUBLIC CHARITY | COMMUNITY | $2,500 | |||||||
| OUT METROWEST | |||||||||||||
| PO BOX 2122 | FRAMINGHAM | MA | 01703 | PUBLIC CHARITY | COMMUNITY | $1,500 | |||||||
| PHILANTHROPY MASSACHUSETTS | |||||||||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | PUBLIC CHARITY | COMMUNITY | $5,000 | |||||||
| PHILANTHROPY MASSACHUSETTS | |||||||||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | PUBLIC CHARITY | COMMUNITY | $5,000 | |||||||
| REACH BEYOND DOMESTIC VIOLENCE | |||||||||||||
| PO BOX 540024 | WALTHAM | MA | 02454 | PUBLIC CHARITY | COMMUNITY | $2,500 | |||||||
| SOUTH MIDDLESEX OPPORTUNITY COUNCIL | |||||||||||||
| 7 BISHOP STREET | FRAMINGHAM | MA | 01702 | PUBLIC CHARITY | COMMUNITY | $2,500 | |||||||
| SPARK KINDNESS | |||||||||||||
| PO BOX 823 | NATICK | MA | 01760 | PUBLIC CHARITY | COMMUNITY | $2,500 | |||||||
| SUDBURY PUBLIC SCHOOLS | |||||||||||||
| 40 FAIRBANK ROAD | SUDBURY | MA | 01776 | MUNICIPALITY | COMMUNITY | $2,500 | |||||||
| THE LEARNING CENTER FOR THE DEAF | |||||||||||||
| 848 CENTRAL STREET | FRAMINGHAM | MA | 01701 | PUBLIC CHARITY | COMMUNITY | $2,500 | |||||||
| BOSTON AREA GLEANERS | |||||||||||||
| 240 BEAVER STREET | WALTHAM | MA | 02452 | PUBLIC CHARITY | FARM & LOCAL FOOD | $25,000 | |||||||
| BOSTON AREA GLEANERS | |||||||||||||
| 240 BEAVER STREET | WALTHAM | MA | 02452 | PUBLIC CHARITY | FARM & LOCAL FOOD | $15,000 | |||||||
| COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE | |||||||||||||
| ONE SUGARLOAF STREET | S DEERFIELD | MA | 01373 | PUBLIC CHARITY | FARM & LOCAL FOOD | $15,000 | |||||||
| MASS FOOD SYSTEM COLLABORATIVE | |||||||||||||
| 324 WELLS STREET | GREENFIELD | MA | 01301 | PUBLIC CHARITY | FARM & LOCAL FOOD | $50,000 | |||||||
| MILL CITY GROWS | |||||||||||||
| 650 SUFFOLK STREET SUITE G10 | LOWELL | MA | 01854 | PUBLIC CHARITY | FARM & LOCAL FOOD | $15,000 | |||||||
| NEW ENTRY SUSTAINABLE FARMING PROJECT | |||||||||||||
| 733 CABOT STREET | BEVERLY | MA | 01915 | PUBLIC CHARITY | FARM & LOCAL FOOD | $25,000 | |||||||
| NEW ENTRY SUSTAINABLE FARMING PROJECT | |||||||||||||
| 733 CABOT STREET | BEVERLY | MA | 01915 | PUBLIC CHARITY | FARM & LOCAL FOOD | $15,000 | |||||||
| REGIONAL ENVIRNOMENTAL COUNCIL | |||||||||||||
| PO BOX 255 | WORCESTER | MA | 01613 | PUBLIC CHARITY | FARM & LOCAL FOOD | $15,000 | |||||||
| THE CARROT PROJECT | |||||||||||||
| 89 SOUTH STREET 7TH FLOOR | BOSTON | MA | 02111 | PUBLIC CHARITY | FARM & LOCAL FOOD | $100,000 | |||||||
| FRESH START FURNITURE BANK | |||||||||||||
| 16 BRENT DRIVE | HUDSON | MA | 01749 | PUBLIC CHARITY | SUDBURY | $15,000 | |||||||
| HOPESUDBURY | |||||||||||||
| PO BOX 802 | SUDBURY | MA | 01776 | PUBLIC CHARITY | SUDBURY | $6,500 | |||||||
| LINCOLN SUDBURY PARENT ORGANIZATION | |||||||||||||
| 390 LINCOLN ROAD | SUDBURY | MA | 01776 | PUBLIC CHARITY | SUDBURY | $7,200 | |||||||
| NEIGHBOR BRIGADE | |||||||||||||
| PO BOX 735 | MAYNARD | MA | 01754 | PUBLIC CHARITY | SUDBURY | $9,000 | |||||||
| ORGANIZATION FOR THE ASSABET SUDBURY & CONCORD RIVERS | |||||||||||||
| 23 BRADFORD STREET | CONCORD | MA | 01742 | PUBLIC CHARITY | SUDBURY | $10,000 | |||||||
| SUDBURY HOUSING AUTHORITY | |||||||||||||
| 55 HUDSON ROAD | SUDBURY | MA | 01776 | PUBLIC CHARITY | SUDBURY | $50,000 | |||||||
| SUDBURY VALLEY TRUSTEES | |||||||||||||
| 18 WOLBACH ROAD | SUDBURY | MA | 01776 | PUBLIC CHARITY | SUDBURY | $5,000 | |||||||
| UNIVERSITY OF MASSACHUSETTS AMHERST | |||||||||||||
| 243 WHITMORE ADMINISTRATIVE BLDG | AMHERST | MA | 01003 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| UNIVERSITY OF ROCHESTER | |||||||||||||
| PO BOX 270251 | ROCHESTER | NY | 14627 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| BRANDEIS UNIVERSITY | |||||||||||||
| 415 SOUTH STREET | WALTHAM | MA | 02453 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| HAMILTON COLLEGE | |||||||||||||
| 198 COLLEGE HILL ROAD | CLINTON | NY | 13323 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| OHIO STATE UNIVERSITY | |||||||||||||
| BRICKER HALL 190 NORTH OVAL MALL | COLUMBUS | OH | 43210 | SCHOLARSHIP | SCHOLARSHIP | $1,000 | |||||||
| CLEMSON UNIVERSITY | |||||||||||||
| G-01 SIKES HALL BOX 345123 | CLEMSON | SC | 29634 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| MERRIMACK COLLEGE | |||||||||||||
| AUSTIN 15B 315 TURNPIKE STREET | NORTH ANDOVER | MA | 01845 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| UNIVERSITY OF RHODE ISLAND | |||||||||||||
| 45 UPPER COLLEGE ROAD | KINGSTON | RI | 02881 | SCHOLARSHIP | SCHOLARSHIP | $1,000 | |||||||
| ITHACA COLLEGE | |||||||||||||
| 953 DANBY ROAD | ITHACA | NY | 14850 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| COLLEGE OF THE HOLY CROSS | |||||||||||||
| ONE COLLEGE STREET | WORCESTER | MA | 01610 | SCHOLARSHIP | SCHOLARSHIP | $1,000 | |||||||
| UNIVERSITY OF MASS AMHERST | |||||||||||||
| 243 WHITMORE ADMINISTRATIVE BLDG | AMHERST | MA | 01003 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| COLLEGE OF WILLIAM AND MARY | |||||||||||||
| PO BOX 8795 | WILLIAMSBURG | VA | 23185 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| MIAMI UNIVERSITY OF OHIO | |||||||||||||
| 301 S CAMPUS AVENUE | OXFORD | OH | 45056 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| WESTFIELD STATE UNIVERSITY | |||||||||||||
| 577 WESTERN AVENUE | WESTFIELD | MA | 01085 | SCHOLARSHIP | SCHOLARSHIP | $1,000 | |||||||
| NORTHEASTERN UNIVERSITY | |||||||||||||
| 354 RICHARDS HALL 360 HUNTINGTON | BOSTON | MA | 02115 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | AVE | ||||||
| MOUNT HOLYOKE COLLEGE | |||||||||||||
| 16 SKINNER HALL 50 COLLEGE STREET | SOUTH HADLEY | MA | 01075 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| BOWDOIN COLLEGE | |||||||||||||
| 5300 COLLEGE STATION | BRUNSWICK | ME | 04011 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| HAMILTON COLLEGE | |||||||||||||
| 198 COLLEGE HILL ROAD | CLINTON | NY | 13323 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| UNIVERSITY OF MASS AMHERST | |||||||||||||
| 37 MATHER DRIVE | AMHERST | MA | 01003 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| COLLEGE OF THE HOLY CROSS | |||||||||||||
| ONE COLLEGE STREET | WORCESTER | MA | 01610 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| HOWARD UNIVERSITY | |||||||||||||
| 2400 SIXTH STREET NW- SUITE 205 | WASHINGTON | DC | 20059 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| BOSTON UNIVERSITY | |||||||||||||
| 881 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| MIDDLEBURY COLLEGE | |||||||||||||
| 84 SOUTH SERVICE ROAD | MIDDLEBURY | VT | 05753 | SCHOLARSHIP | SCHOLARSHIP | $2,500 | |||||||
| HOFSTRA UNIVERSITY | |||||||||||||
| 200 MEMORIAL HALL ROOM 206 | HEMPSTEAD | NY | 11549 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| UNIVERSITY OF CONNECTICUT | |||||||||||||
| 233 GLENBROOK RD UNIT 4116 | STORRS | CT | 062694116 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| EMERSON COLLEGE | |||||||||||||
| 120 BOYLSTON STREET | BOSTON | MA | 02116 | SCHOLARSHIP | SCHOLARSHIP | $1,000 | |||||||
| EMORY UNIVERSITY | |||||||||||||
| 200 DOWMAN DRIVE SUITE 300 | ATLANTA | GA | 30322 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| GEORGETOWN UNIVERSITY | |||||||||||||
| 881 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| UNIVERSITY OF MASS AMHERST | |||||||||||||
| 37 MATHER DRIVE | AMHERST | MA | 01003 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| UNIVERSITY OF VIRGINIA | |||||||||||||
| 1001 NORTH EMMET ST PO BOX 400204 | CHARLOTTESVILLE | VA | 22903 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||||||||
| 9500 GILMAN DRIVE 1103 | LA JOLLA | CA | 92093 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| UNIVERSITY OF RICHMOND | |||||||||||||
| QUEALLY CENTER SUITE 214 142 UR | RICHMOND | VA | 23173 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | DRIVE | ||||||
| UNIVERSITY OF MICHIGAN | |||||||||||||
| 2500 STUDENT ACTIVITIES BLDG 515 E | ANN ARBOR | MA | 481091316 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | JEFFERSON ST | ||||||
| MCGILL UNIVERSITY | |||||||||||||
| SCHOLARSHIP | SCHOLARSHIP | $5,000 | 3600 MCTAVISH STREET | MONTREAL QUEBEC CANADA | MONTREAL | CA | H3A 0G3 | ||||||
| UNIVERSITY OF CONNECTICUT | |||||||||||||
| 233 GLENBROOK RD UNIT 4116 | STORRS | CT | 062694116 | SCHOLARSHIP | SCHOLARSHIP | $1,000 | |||||||
| WENTWORTH INSTITUTE OF TECHNOLOGY | |||||||||||||
| 550 HUNTINGTON AVENUE | BOSTON | MA | 02115 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| COLBY COLLEGE | |||||||||||||
| 4800 MAYFLOWER HILL | WATERVILLE | ME | 04901 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| WHEATON COLLEGE | |||||||||||||
| 26 E MAIN STREET | NORTON | MA | 02766 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| AMERICAN INTERNATIONAL COLLEGE | |||||||||||||
| 1000 STATE STREET | SPRINGFIELD | MA | 01109 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| ELON UNIVERSITY | |||||||||||||
| 2700 CAMPUS BOX | ELON | NC | 27244 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| EMERSON COLLEGE | |||||||||||||
| 120 BOYLSTON STREET | BOSTON | MA | 02116 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| CORNELL UNIVERSITY | |||||||||||||
| 203 DAY HALL | ITHACA | NY | 14850 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| DARTMOUTH COLLEGE | |||||||||||||
| 6024 MCNUTT HALL | HANOVER | NH | 03755 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| UNIVERSITY OF MICHIGAN | |||||||||||||
| 2500 STUDENT ACTIVITIES CTR 515 E | ANN ARBOR | MI | 48109 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | JEFFERSON ST | ||||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||||||
| 77 MASSACHUSETTS AVENUE 11-120 | CAMBRIDGE | MA | 02139 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| UNIVERSITY OF NEW HAMPSHIRE | |||||||||||||
| 105 MAIN STREET | DURHAM | NH | 03824 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| NEW YORK UNIVERSITY | |||||||||||||
| 383 LAFAYETTE STREET | NEW YORK | NY | 10003 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| MASS COLLEGE OF PHARMACY | |||||||||||||
| 179 LONGWOOD AVENUE | BOSTON | MA | 02115 | SCHOLARSHIP | SCHOLARSHIP | $2,500 | |||||||
| CORNELL UNIVERSITY | |||||||||||||
| 203 DAY HALL | ITHACA | NY | 14851 | SCHOLARSHIP | SCHOLARSHIP | $6,666 | |||||||
| BOSTON UNIVERSITY | |||||||||||||
| 881 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| TULANE UNIVERSITY | |||||||||||||
| 6823 SAINT CHARLES AVENUE | NEW ORLEANS | LA | 70118 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| UNIVERSITY OF MASSACHUSETTS BOSTON | |||||||||||||
| 100 WILLIAM T MORRISEY BLVD CAMPUS | BOSTON | MA | 02125 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | CTR 4TH FL | ||||||
| COLGATE UNIVERSITY | |||||||||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| UNIVERSITY OF MASSACHUSETTS BOSTON | |||||||||||||
| 100 WILLIAM T MORRISEY BLVD CAMPUS | BOSTON | MA | 02125 | SCHOLARSHIP | SCHOLARSHIP | $1,931 | CTR 4TH FL | ||||||
| SALVE REGINA UNIVERSITY | |||||||||||||
| 100 OCHRE POINT AVENUE | NEWPORT | RI | 02840 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| BENTLEY UNIVERSITY | |||||||||||||
| 175 FOREST STREET | WALTHAM | MA | 02452 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| BOSTON UNIVERSITY | |||||||||||||
| 881 COMMONOWEALTH AVENUE | BOSTON | MA | 02215 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| UNIVERSITY OF MARYLAND | |||||||||||||
| 601 W LOMBARD ST SUITE 221 | BALTIMORE | MD | 21201 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| LOYOLA UNIVERSITY OF CHICAGO | |||||||||||||
| SULLIVAN CTR FOR STUDENT SERVICES | CHICAGO | IL | 60660 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | 6339 N SHERIDAN RD | ||||||
| CORNELL UNIVERSITY | |||||||||||||
| 203 DAY HALL | ITHACA | NY | 14851 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| TULANE UNIVERSITY | |||||||||||||
| 6823 ST CHARLES AVENUE BLDG 14 | NEW ORLEANS | LA | 70118 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| DELFT UNIVERSITY OF TECH IN NETHERLANDS | |||||||||||||
| SCHOLARSHIP | SCHOLARSHIP | $2,521 | BUILDING 30A JAFFALAAN 9A 2628 BX | DELFT NETHERLANDS | DELFT | NL | DELFT PO BOX 5 2600 AA | ||||||
| WENTWORTH INSTITUTE OF TECHNOLOGY | |||||||||||||
| 550 HUNTINGTON AVENUE | BOSTON | MA | 02115 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| UNIVERSITY OF CONNECTICUT | |||||||||||||
| 233 GLENBROOK ROAD UNIT 4116 | STORRS | CT | 06269 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| COLLEGE OF THE HOLY CROSS | |||||||||||||
| ONE COLLEGE STREET | WORCESTER | MA | 01610 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,323,313 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $496,037 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $270 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,208,092 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| RENTAL FEES | $300 |
| RETURNED GRANT FUNDS | $143,807 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,704,399 | ExclusionAmt |
| Related Or Exempt Function Incm | $144,107 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,848,506 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | GRANGE RENTAL FEES FOR COMMUNITY GROUPS |
| 11 | EXCESS FUNDS RETURNED FROM GRANTS PREVIOUSLY PAID OUT. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $18,854 | Amt |
| Net Investment Income | $1,885 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $16,969 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $6,212,211 | EOYBookValueAmt |
| EOYFMV | $6,212,211 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $27,172,683 | $27,172,683 |
| PRIVATE EQUITY FUNDS | AT COST | $1,405,385 | $1,405,385 |
| COMMODITIES | AT COST | $739,794 | $739,794 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTER | $2,684 | $2,684 | $0 | |
| BUILDING | $1,182,714 | $399,165 | $783,549 | $783,549 |
| OFFICE FURNITURE | $23,912 | $23,912 | $0 | |
| APPLIANCES | $1,242 | $1,242 | $0 | |
| MEETING FURNITURE | $5,964 | $5,964 | $0 | |
| WINDOW TREATMENTS | $4,200 | $4,200 | $0 | |
| OFFICE LAMPS | $730 | $730 | $0 | |
| INTERIOR DESIGN | $1,500 | $1,500 | $0 | |
| BABIN LANDSCAPING | $2,570 | $2,570 | $0 | |
| LAND | $49,885 | $0 | $49,885 | $49,885 |
| IMAC COMPUTER | $2,249 | $2,249 | $0 | |
| MEETING ROOM WINDOW TREATMENTS | $2,803 | $1,680 | $1,123 | $1,123 |
| COMPUTER | $2,168 | $2,168 | $0 | |
| COMPUTER | $2,368 | $1,894 | $474 | $474 |
| COMPUTER | $2,099 | $1,259 | $840 | $840 |
| LANDSCAPING | $3,915 | $1,175 | $2,740 | $2,740 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $245,331 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $19,153 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $19,153 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME | $270 | $0 | |
| RENTAL FEES | $300 | $300 | |
| RETURNED GRANT FUNDS | $143,807 | $143,807 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX LIABILITY | Desc |
| BOY Book Value | $79,519 | BOYBookValueAmt |
| EOY Book Value | $51,856 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL CONSULTANTS | CategoryTxt |
| Amt | $11,821 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,821 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $15,476 | $0 | $0 | $15,476 |
| FEDERAL EXCISE TAX EXPENSE | $37,229 | $0 | $0 | $0 |