SUDBURY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SUDBURY FOUNDATION (EIN 04-6037026)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-13
- IRS object ID
- 202011959349101036
- Schema version
- 2019v5.1
- 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 Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T17:56:03-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COURTNEY MCFARLAND CPA | PreparerPersonNm |
| PTIN | P01645518 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2020-07-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $35,302,095 | 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 | $730,458 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $829,908 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,233,509 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,967,703 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,266,943 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $2,500 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $62,301 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,026,268 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,096,851 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,500 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $271,659 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $128,659 | 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 | $62,770 | 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 | $62,770 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,840 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,840 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,252 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,024 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $18,228 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,384 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,384 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $124,467 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $15,115 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $19,246 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $35,838 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $35,838 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,997 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,997 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,322 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,322 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $575,775 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $130,683 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $316,494 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,509,321 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,308,321 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,085,096 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $130,683 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,624,815 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$58,828 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,966,168 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,500 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,061 | CashBOYAmt |
| Cash EOY | $8,151 | CashEOYAmt |
| Cash EOYFMV | $8,151 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $871,237 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $540,151 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $540,151 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $14,284 | AcctRcvblAmt |
| Acct Rcvbl BOY | $8,685 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $14,284 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $14,284 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $17,092 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $17,430 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $17,430 | PrepaidExpensesEOYFMVAmt |
| Corporate Bonds BOY | $5,847,706 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,486,646 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,486,646 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $22,835,858 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,220,315 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,220,315 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,291,003 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $275,885 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,034,364 | LandBOYAmt |
| Land EOY | $1,015,118 | LandEOYAmt |
| Land EOYFMV | $1,015,118 | LandEOYFMVAmt |
| Other Assets BOY | $9,401 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $30,638,404 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,302,095 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,302,095 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,466 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,443 | AccountsPayableEOYAmt |
| Grants Payable BOY | $348,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $549,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $79,519 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $356,466 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $632,962 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $30,281,938 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $34,669,133 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,281,938 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,669,133 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,638,404 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,302,095 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,281,938 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$58,828 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,446,023 | OtherIncreasesAmt |
| Subtotal | $34,669,133 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $34,669,133 | 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 | $9,967,703 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,700,760 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,266,943 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,266,943 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,266,943 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,729,539 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $32,467,610 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053270 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,661,970 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $31,977,911 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051972 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,374,319 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $29,630,784 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046381 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,481,959 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $30,990,150 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047820 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,366,470 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $33,019,209 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041384 | DistributionYr5Rt |
| Total Distribution | 0.240827 | TotalDistributionRt |
| Average Distribution | 0.048165 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $32,441,916 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,562,565 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $19,662 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,582,227 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,624,815 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $19,662 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,662 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,662 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37,092 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $37,092 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,430 | OverpaymentAmt |
| Applied To ES Tax | $17,430 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | $128,659 | $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 | 4.00 | $0 | $0 | $0 |
| SUSAN IULIANO | ||||||||
| 326 CONCORD ROAD | SUDBURY | MA | 01776 | TRUSTEE (THRU JUNE 2019) | 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 | $10,350 | $0 |
| TRACY STEWART | ||||||||
| 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 | $62,770 | CompensationAmt |
| Employee Benefits | $4,558 | 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 | $31,735,054 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,169,187 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $31,714 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,935,955 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,935,955 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $494,039 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,441,916 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,622,096 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,622,096 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,662 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,662 | TotalTaxAmt |
| Distributable Before Adj | $1,602,434 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,604,934 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,604,934 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,624,815 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,624,815 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $19,662 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,605,153 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,604,934 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,419 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,624,815 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,419 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,604,934 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,462 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,462 | 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 | $4,462 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $4,462 | 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 (98 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 | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL COLLEGE | |||||||||||||
| 1000 STATE STREET | SPRINGFIELD | MA | 01109 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| AMHERST COLLEGE | |||||||||||||
| B-5 CONVERSE HALL 100 BOLTWOOD | AMHERST | MA | 01002 | SCHOLARSHIP | SCHOLARSHIP | $2,200 | AVENUE | ||||||
| BATES COLLEGE | |||||||||||||
| 44 MOUNTAIN AVENUE | LEWISTON | ME | 04240 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| BENTLEY UNIVERSITY | |||||||||||||
| 175 FOREST STREET | WALTHAM | MA | 02452 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| BETHANY HILL PLACE | |||||||||||||
| 89 BETHANY ROAD | FRAMINGHAM | MA | 01702 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $5,000 | |||||||
| BOSTON AREA GLEANERS | |||||||||||||
| 240 BEAVER STREET | WALTHAM | MA | 02452 | PUBLIC CHARITY | FARM & LOCAL FOOD | $25,000 | |||||||
| BOSTON COLLEGE | |||||||||||||
| LYONS HALL 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| BOSTON UNIVERSITY | |||||||||||||
| 881 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| BOSTON UNIVERSITY | |||||||||||||
| 881 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| BOSTON UNIVERSITY | |||||||||||||
| 881 COMMONOWEALTH AVENUE | BOSTON | MA | 02215 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| BOSTON UNIVERSITY | |||||||||||||
| 881 COMMONOWEALTH AVENUE | BOSTON | MA | 02215 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| BOWDOIN COLLEGE | |||||||||||||
| 5300 COLLEGE STATION | BRUNSWICK | ME | 04011 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| BOYS & GIRLS CLUBS OF METROWEST | |||||||||||||
| 169 PLEASANT STREET | MARLBOROUGH | MA | 01752 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $100,000 | |||||||
| BRANDEIS UNIVERSITY | |||||||||||||
| 415 SOUTH STREET | WALTHAM | MA | 02453 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| BRYN MAWR COLLEGE | |||||||||||||
| BENHAM GATEWAY 101 NORTH MERION | BRYN MAWR | PA | 19010 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | AVENUE | ||||||
| CLEMSON UNIVERSITY | |||||||||||||
| G-01 SIKES HALL BOX 345123 | CLEMSON | SC | 29634 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| COLLEGE OF WILLIAM AND MARY | |||||||||||||
| PO BOX 8795 | WILLIAMSBURG | VA | 23185 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| CONNECTICUT COLLEGE | |||||||||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| CORNELL UNIVERSITY | |||||||||||||
| 203 DAY HALL | ITHACA | NY | 14850 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| CORNELL UNIVERSITY | |||||||||||||
| 203 DAY HALL | ITHACA | NY | 14851 | SCHOLARSHIP | SCHOLARSHIP | $6,666 | |||||||
| CORNELL UNIVERSITY | |||||||||||||
| BARTLETT CENTER 100 INSTITUTE ROAD | WORCESTER | MA | 01609 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| DARTMOUTH COLLEGE | |||||||||||||
| 6024 MCNUTT HALL | HANOVER | NH | 03755 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| DELFT UNIVERSITY OF TECH IN NETHERLANDS | |||||||||||||
| SCHOLARSHIP | SCHOLARSHIP | $3,478 | BUILDING 30A JAFFALAAN 9A 2628 BX | DELFT PO BOX 5 2600 AA | DELFT NETHERLANDS | DELFT | NL | ||||||
| DELFT UNIVERSITY OF TECH IN NETHERLANDS | |||||||||||||
| SCHOLARSHIP | SCHOLARSHIP | $2,369 | BUILDING 30A JAFFALAAN 9A 2628 BX | DELFT PO BOX 5 2600 AA | DELFT NETHERLANDS | DELFT | NL | ||||||
| DISCOVERY MUSEUM | |||||||||||||
| 177 MAIN STREET | ACTON | MA | 01720 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $15,000 | |||||||
| DOC WAYNE YOUTH SERVICES INC | |||||||||||||
| 418 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $150,000 | |||||||
| EMORY UNIVERSITY | |||||||||||||
| BOISFEUILLET JONES CTR STE 300 200 | ATLANTA | GA | 30322 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | DOWMAN DR | ||||||
| EMORY UNIVERSITY | |||||||||||||
| 200 DOWMAN DRIVE SUITE 300 | ATLANTA | GA | 30322 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| 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 | $14,500 | |||||||
| FOUNDATION FOR METROWEST | |||||||||||||
| 3 ELIOT STREET | NATICK | MA | 01760 | PUBLIC CHARITY | ATKINSON DONOR ADVISED FUND | $158,000 | |||||||
| FRAMINGHAM STATE UNIVERSITY | |||||||||||||
| 100 STATE STREET PO BOX 9101 | FRAMINGHAM | MA | 01701 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| FRESH START FURNITURE BANK | |||||||||||||
| 16 BRENT DRIVE | HUDSON | MA | 01749 | PUBLIC CHARITY | SUDBURY | $5,000 | |||||||
| GAINING GROUND INC | |||||||||||||
| 341 VIRGINIA ROAD | CONCORD | MA | 01742 | PUBLIC CHARITY | FARM & LOCAL FOOD | $15,000 | |||||||
| GARDENING THE COMMUNITY | |||||||||||||
| PO BOX 90774 | SPRINGFIELD | MA | 01139 | PUBLIC CHARITY | FARM & LOCAL FOOD | $20,000 | |||||||
| GEORGETOWN UNIVERSITY | |||||||||||||
| 881 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| GOODNOW LIBRARY FOUNDATION | |||||||||||||
| 21 CONCORD ROAD | SUDBURY | MA | 01776 | PUBLIC CHARITY | SUDBURY | $10,000 | |||||||
| HAMILTON COLLEGE | |||||||||||||
| 198 COLLEGE HILL ROAD | CLINTON | NY | 13323 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| HOFSTRA UNIVERSITY | |||||||||||||
| 206 MEMORIAL HALL | HEMPSTEAD | NY | 11549 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| HOFSTRA UNIVERSITY | |||||||||||||
| 200 MEMORIAL HALL ROOM 206 | HEMPSTEAD | NY | 11549 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| HOWARD UNIVERSITY | |||||||||||||
| 2400 SIXTH STREET NW- SUITE 205 | WASHINGTON | DC | 20059 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| ITHACA COLLEGE | |||||||||||||
| 953 DANBY ROAD | ITHACA | NY | 14850 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| JEFF'S PLACE | |||||||||||||
| 34 DELOSS STREET 2ND FLOOR | FRAMINGHAM | MA | 01702 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $19,500 | |||||||
| JOHN ANDREW MAZIE MEMORIAL FOUNDATION | |||||||||||||
| 484 MAIN ST SUITE 360 | WORCESTER | MA | 01608 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $50,000 | |||||||
| LOVELANE SPECIAL NEEDS HORSEBACK RIDING PROGRAM | |||||||||||||
| 40 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $15,560 | |||||||
| LOYOLA UNIVERSITY OF CHICAGO | |||||||||||||
| SULLIVAN CTR FOR STUDENT SERVICES | CHICAGO | IL | 60660 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | 6339 N SHERIDAN RD | ||||||
| MAB COMMUNITY SERVICES INC | |||||||||||||
| 200 IVY STREET | BROOKLINE | MA | 02446 | PUBLIC CHARITY | SUDBURY | $15,150 | |||||||
| MASS COLLEGE OF PHARMACY | |||||||||||||
| 179 LONGWOOD AVENUE | BOSTON | MA | 02115 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| MASS FOOD SYSTEM COLLABORATIVE | |||||||||||||
| 324 WELLS STREET | GREENFIELD | MA | 01301 | PUBLIC CHARITY | FARM & LOCAL FOOD | $25,000 | |||||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||||||
| 77 MASSACHUSETTS AVENUE 11-120 | CAMBRIDGE | MA | 02139 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| MCGILL UNIVERSITY | |||||||||||||
| SCHOLARSHIP | SCHOLARSHIP | $5,000 | 3600 MCTAVISH STREET | MONTREAL QUEBEC CANADA | CA | H3A 0G3 | |||||||
| MERRIMACK COLLEGE | |||||||||||||
| AUSTIN 15B 315 TURNPIKE STREET | NORTH ANDOVER | MA | 01845 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| METROWEST YMCA | |||||||||||||
| 280 OLD CONNECTICUT PATH | FRAMINGHAM | MA | 01701 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $30,000 | |||||||
| MIAMI UNIVERSITY OF OHIO | |||||||||||||
| 301 S CAMPUS AVENUE | OXFORD | OH | 45056 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| MIDDLEBURY COLLEGE | |||||||||||||
| 84 SOUTH SERVICE ROAD | MIDDLEBURY | VT | 05753 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| MIDDLEBURY COLLEGE | |||||||||||||
| 84 SOUTH SERVICE ROAD | MIDDLEBURY | VT | 05753 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| MILL CITY GROWS | |||||||||||||
| PO BOX 7133 | LOWELL | MA | 01852 | PUBLIC CHARITY | FARM & LOCAL FOOD | $50,000 | |||||||
| MINUTE MAN ARC FOR HUMAN SERVICES INC | |||||||||||||
| 35 FOREST RIDGE ROAD | CONCORD | MA | 01742 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $10,000 | |||||||
| MOUNT HOLYOKE COLLEGE | |||||||||||||
| 16 SKINNER HALL 50 COLLEGE STREET | SOUTH HADLEY | MA | 01075 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| NEW YORK UNIVERSITY | |||||||||||||
| 383 LAFAYETTE STREET | NEW YORK | NY | 10003 | SCHOLARSHIP | SCHOLARSHIP | $2,500 | |||||||
| NEW YORK UNIVERSITY | |||||||||||||
| 383 LAFAYETTE STREET | NEW YORK | NY | 10003 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| NORTHEASTERN UNIVERSITY | |||||||||||||
| 354 RICHARDS HALL 360 HUNTINGTON | BOSTON | MA | 02115 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | AVE | ||||||
| ONE CAN HELP INC | |||||||||||||
| PO BOX 55 | NEWTON | MA | 02468 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $5,000 | |||||||
| OUT METROWEST | |||||||||||||
| PO BOX 2122 | FRAMINGHAM | MA | 01703 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $150,000 | |||||||
| 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 | $5,350 | |||||||
| PRINCETON IN BEIJING | |||||||||||||
| 211 JONES HALL | PRINCETON | NJ | 08544 | SCHOLARSHIP | SCHOLARSHIP | $2,500 | |||||||
| REGIONAL ENVIRONMENTAL COUNCIL INC | |||||||||||||
| PO BOX 255 | WORCESTER | MA | 01613 | PUBLIC CHARITY | FARM & LOCAL FOOD | $50,000 | |||||||
| SPARK KINDNESS | |||||||||||||
| PO BOX 823 | NATICK | MA | 01760 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $24,310 | |||||||
| SUDBURY HISTORICAL SOCIETY | |||||||||||||
| 322 CONCORD ROAD 2ND FLOOR TOWN | SUDBURY | MA | 01776 | PUBLIC CHARITY | SUDBURY | $5,000 | HALL | ||||||
| SUDBURY VALLEY TRUSTEES | |||||||||||||
| 18 WOLBACH ROAD | SUDBURY | MA | 01776 | PUBLIC CHARITY | SUDBURY | $10,000 | |||||||
| THE FOOD PROJECT INC | |||||||||||||
| 10 LEWIS STREET | LINCOLN | MA | 01773 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $25,000 | |||||||
| THE LEARNING CENTER FOR THE DEAF | |||||||||||||
| 848 CENTRAL STREET | FRAMINGHAM | MA | 01701 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $19,360 | |||||||
| THRIVE SUPPORT AND ADVOCACY INC | |||||||||||||
| 65 BOSTON POST ROAD WEST SUITE 220 | MARLBOROUGH | MA | 01752 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $25,000 | |||||||
| TOWN OF SUDBURY | |||||||||||||
| 278 OLD SUDBURY ROAD | SUDBURY | MA | 01776 | MUNICIPALITY | SUDBURY | $10,834 | |||||||
| TRUSTEES OF BOSTON UNIVERSITY | |||||||||||||
| 881 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | SCHOLARSHIP | SCHOLARSHIP | $1,644 | |||||||
| TULANE UNIVERSITY | |||||||||||||
| 6823 SAINT CHARLES AVENUE | NEW ORLEANS | LA | 70118 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| TULANE UNIVERSITY | |||||||||||||
| 6823 SAINT CHARLES AVENUE | NEW ORLEANS | LA | 70118 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||||||||
| 9500 GILMAN DRIVE 1103 | LA JOLLA | CA | 92093 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| UNIVERSITY OF CONNECTICUT | |||||||||||||
| 233 GLENBROOK ROAD UNIT 4116 | STORRS | CT | 06269 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| UNIVERSITY OF MARYLAND | |||||||||||||
| 601 W LOMBARD ST SUITE 221 | BALTIMORE | MD | 21201 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| UNIVERSITY OF MASS AMHERST | |||||||||||||
| 243 WHITMORE ADMINISTRATIVE BLDG | AMHERST | MA | 01003 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| UNIVERSITY OF MASSACHUSETTS AMHERST | |||||||||||||
| 243 WHITMORE ADMINISTRATIVE BLDG | AMHERST | MA | 01003 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| UNIVERSITY OF MASSACHUSETTS BOSTON | |||||||||||||
| 100 WILLIAM T MORRISEY BLVD CAMPUS | BOSTON | MA | 02125 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | CTR 4TH FL | ||||||
| UNIVERSITY OF MASSACHUSETTS BOSTON | |||||||||||||
| 100 WILLIAM T MORRISEY BLVD CAMPUS | BOSTON | MA | 02125 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | CTR 4TH FL | ||||||
| UNIVERSITY OF MICHIGAN | |||||||||||||
| 2500 STUDENT ACTIVITIES CTR 515 E | ANN ARBOR | MI | 48109 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | JEFFERSON ST | ||||||
| UNIVERSITY OF NEW HAMPSHIRE | |||||||||||||
| 11 GARRISON AVENUE | DURHAM | NH | 03824 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| UNIVERSITY OF NOTRE DAME | |||||||||||||
| 115 MAIN BUILDING | NOTRE DAME | IN | 46556 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| UNIVERSITY OF ROCHESTER | |||||||||||||
| PO BOX 270251 | ROCHESTER | NY | 14627 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| UNIVERSITY OF ROCHESTER | |||||||||||||
| PO BOX 270261 | ROCHESTER | NY | 14627 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| UNIVERSITY OF TORONTO | |||||||||||||
| SCHOLARSHIP | SCHOLARSHIP | $5,000 | 172 ST GEORGE STREET | TORONTO ONTARIO CANADA | CA | M5R 0A3 | |||||||
| UNIVERSITY OF VIRGINIA | |||||||||||||
| 1001 NORTH EMMET ST PO BOX 400204 | CHARLOTTESVILLE | VA | 22903 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| WAYSIDE INN | |||||||||||||
| 72 WAYSIDE INN ROAD | SUDBURY | MA | 01776 | PUBLIC CHARITY | SUDBURY | $75,000 | |||||||
| WAYSIDE YOUTH & FAMILY SUPPORT NETWORK | |||||||||||||
| 1 FREDERICK ABBOTT WAY | FRAMINGHAM | MA | 01701 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $24,900 | |||||||
| WENTWORTH INSTITUTE OF TECHNOLOGY | |||||||||||||
| 550 HUNTINGTON AVENUE | BOSTON | MA | 02115 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| WENTWORTH INSTITUTE OF TECHNOLOGY | |||||||||||||
| 550 HUNTINGTON AVENUE | BOSTON | MA | 02115 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| WHEATON COLLEGE | |||||||||||||
| 26 E MAIN STREET | NORTON | MA | 02766 | SCHOLARSHIP | SCHOLARSHIP | $5,000 | |||||||
| WILDFLOWER INC | |||||||||||||
| 271 LINCOLN STREET SUITE 12 | LEXINGTON | MA | 02421 | PUBLIC CHARITY | CHILDREN, YOUTH & FAMILIES | $20,500 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,509,321 | 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 | $730,458 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,051 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,233,509 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| RENTAL FEES | $1,750 |
| RETURNED GRANT FUNDS | $2,500 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,022,018 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,250 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,026,268 | 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 | $20,252 | Amt |
| Net Investment Income | $2,024 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $18,228 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $6,486,646 | EOYBookValueAmt |
| EOYFMV | $6,486,646 | 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 | $25,014,612 | $25,014,612 |
| PRIVATE EQUITY FUNDS | AT COST | $1,157,198 | $1,157,198 |
| COMMODITIES | AT COST | $1,048,505 | $1,048,505 |
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 | $224,223 | $958,491 | $958,491 |
| 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 | $1,402 | $1,401 | $1,401 |
| COMPUTER | $2,168 | $2,168 | $0 | |
| COMPUTER | $2,368 | $1,421 | $947 | $947 |
| COMPUTER | $2,099 | $840 | $1,259 | $1,259 |
| LANDSCAPING | $3,915 | $780 | $3,135 | $3,135 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAXES | Desc |
| BOY Book Value | $9,401 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $20,322 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $20,322 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $58,051 | $0 | |
| RENTAL FEES | $1,750 | $1,750 | |
| RETURNED GRANT FUNDS | $2,500 | $2,500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $4,446,023 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX LIABILITY | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $79,519 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL CONSULTANTS | CategoryTxt |
| Amt | $10,384 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,384 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $15,115 | $0 | $0 | $15,115 |
| FEDERAL EXCISE TAX EXPENSE | $109,352 | $0 | $0 | $0 |