2020-07-13T17:56:03-05:00 2019-12-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990PF 2019-01-01 046037026 THE SUDBURY FOUNDATION SUDB 9784430849 326 CONCORD RD SUDBURY MA 01776 DIAN QUINN TRUSTEE 9784430849 2020-07-08 1 COURTNEY MCFARLAND CPA P01645518 5083669100 2020-07-08 2019 2022-09-23 18:48:47Z X 35302095 X X 730458 829908 1233509 9967703 1266943 2500 62301 0 0 2026268 2096851 2500 271659 128659 0 143000 62770 0 0 62770 8840 0 0 8840 20252 2024 0 18228 10384 0 0 10384 124467 0 0 15115 19246 0 0 35838 0 0 35838 1997 0 0 1997 20322 0 0 20322 575775 130683 0 316494 1509321 1308321 2085096 130683 0 1624815 -58828 1966168 2500 14061 8151 8151 871237 540151 540151 14284 8685 14284 14284 17092 17430 17430 5847706 6486646 6486646 22835858 27220315 27220315 1291003 275885 1034364 1015118 1015118 9401 0 0 30638404 35302095 35302095 8466 4443 348000 549000 0 79519 356466 632962 X 30281938 34669133 30281938 34669133 30638404 35302095 30281938 -58828 4446023 34669133 0 34669133 PUBLICLY TRADED SECURITIES 9967703 8700760 1266943 1266943 1266943 0 1729539 32467610 0.053270 1661970 31977911 0.051972 1374319 29630784 0.046381 1481959 30990150 0.047820 1366470 33019209 0.041384 0.240827 0.048165 32441916 1562565 19662 1582227 1624815 X 19662 0 19662 0 19662 37092 0 0 37092 X 0 17430 17430 0 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 WWW.SUDBURYFOUNDATION.ORG BANK OF AMERICA PHIL MGMT GROUP 6174346454 225 FRANKLIN STREET MA1-225-04-02 BOSTON MA 02110 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BANK OF AMERICA MA1-225-04-02 225 FRANKLIN STREET BOSTON MA 02110 TRUSTEE 40.00 128659 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 143000 10350 0 TRACY STEWART 326 CONCORD ROAD SUDBURY MA 01776 TRUSTEE 4.00 0 0 0 PATRICIA BRUNNER 326 CONCORD ROAD SUDBURY MA 01776 OPERATIONS MANAGER 30.00 62770 4558 0 0 NONE 0 0 31735054 1169187 31714 32935955 0 0 32935955 494039 32441916 1622096 1622096 19662 19662 1602434 2500 1604934 0 1604934 1624815 0 1624815 19662 1605153 1604934 15419 0 0 1624815 15419 0 0 1604934 4462 0 0 4462 0 0 0 0 0 0 0 4462 4462 MARILYN MARTINO 326 CONCORD ROAD SUDBURY MA 01776 9784430849 APPLICATION FORMS ARE AVAILABLE ON OUR WEBSITE WWW.SUDBURYFOUNDATION.ORG UNDER THE GRANT PROGRAMS TAB. PLEASE REFER TO OUR WEBSITE WWW.SUDBURYFOUNDATION.ORG UNDER THE GRANT PROGRAMS TAB. PLEASE REFER TO OUR WEBSITE WWW.SUDBURYFOUNDATION.ORG UNDER THE GRANT PROGRAMS TAB. AMERICAN INTERNATIONAL COLLEGE 1000 STATE STREET SPRINGFIELD MA 01109 SCHOLARSHIP SCHOLARSHIP 5000 AMHERST COLLEGE B-5 CONVERSE HALL 100 BOLTWOOD AVENUE AMHERST MA 01002 SCHOLARSHIP SCHOLARSHIP 2200 BATES COLLEGE 44 MOUNTAIN AVENUE LEWISTON ME 04240 SCHOLARSHIP SCHOLARSHIP 5000 BENTLEY UNIVERSITY 175 FOREST STREET WALTHAM MA 02452 SCHOLARSHIP SCHOLARSHIP 5000 BETHANY HILL PLACE 89 BETHANY ROAD FRAMINGHAM MA 01702 PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 5000 BOSTON AREA GLEANERS 240 BEAVER STREET WALTHAM MA 02452 PUBLIC CHARITY FARM & LOCAL FOOD 25000 BOSTON COLLEGE LYONS HALL 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 SCHOLARSHIP SCHOLARSHIP 5000 BOSTON UNIVERSITY 881 COMMONWEALTH AVENUE BOSTON MA 02215 SCHOLARSHIP SCHOLARSHIP 5000 BOSTON UNIVERSITY 881 COMMONWEALTH AVENUE BOSTON MA 02215 SCHOLARSHIP SCHOLARSHIP 5000 BOSTON UNIVERSITY 881 COMMONOWEALTH AVENUE BOSTON MA 02215 SCHOLARSHIP SCHOLARSHIP 5000 BOSTON UNIVERSITY 881 COMMONOWEALTH AVENUE BOSTON MA 02215 SCHOLARSHIP SCHOLARSHIP 5000 BOWDOIN COLLEGE 5300 COLLEGE STATION BRUNSWICK ME 04011 SCHOLARSHIP SCHOLARSHIP 5000 BOYS & GIRLS CLUBS OF METROWEST 169 PLEASANT STREET MARLBOROUGH MA 01752 PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 100000 BRANDEIS UNIVERSITY 415 SOUTH STREET WALTHAM MA 02453 SCHOLARSHIP SCHOLARSHIP 5000 BRYN MAWR COLLEGE BENHAM GATEWAY 101 NORTH MERION AVENUE BRYN MAWR PA 19010 SCHOLARSHIP SCHOLARSHIP 5000 CLEMSON UNIVERSITY G-01 SIKES HALL BOX 345123 CLEMSON SC 29634 SCHOLARSHIP SCHOLARSHIP 5000 COLLEGE OF WILLIAM AND MARY PO BOX 8795 WILLIAMSBURG VA 23185 SCHOLARSHIP SCHOLARSHIP 5000 CONNECTICUT COLLEGE 270 MOHEGAN AVENUE NEW LONDON CT 06320 SCHOLARSHIP SCHOLARSHIP 5000 CORNELL UNIVERSITY 203 DAY HALL ITHACA NY 14850 SCHOLARSHIP SCHOLARSHIP 5000 CORNELL UNIVERSITY 203 DAY HALL ITHACA NY 14851 SCHOLARSHIP SCHOLARSHIP 6666 CORNELL UNIVERSITY BARTLETT CENTER 100 INSTITUTE ROAD WORCESTER MA 01609 SCHOLARSHIP SCHOLARSHIP 5000 DARTMOUTH COLLEGE 6024 MCNUTT HALL HANOVER NH 03755 SCHOLARSHIP SCHOLARSHIP 5000 DELFT UNIVERSITY OF TECH IN NETHERLANDS BUILDING 30A JAFFALAAN 9A 2628 BX DELFT PO BOX 5 2600 AA DELFT NETHERLANDS DELFT NL SCHOLARSHIP SCHOLARSHIP 3478 DELFT UNIVERSITY OF TECH IN NETHERLANDS BUILDING 30A JAFFALAAN 9A 2628 BX DELFT PO BOX 5 2600 AA DELFT NETHERLANDS DELFT NL SCHOLARSHIP SCHOLARSHIP 2369 DISCOVERY MUSEUM 177 MAIN STREET ACTON MA 01720 PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 15000 DOC WAYNE YOUTH SERVICES INC 418 COMMONWEALTH AVENUE BOSTON MA 02215 PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 150000 EMORY UNIVERSITY BOISFEUILLET JONES CTR STE 300 200 DOWMAN DR ATLANTA GA 30322 SCHOLARSHIP SCHOLARSHIP 5000 EMORY UNIVERSITY 200 DOWMAN DRIVE SUITE 300 ATLANTA GA 30322 SCHOLARSHIP SCHOLARSHIP 5000 EMPLOYMENT OPTIONS INC 82 BRIGHAM STREET MARLBOROUGH MA 01752 PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 20000 FAMILY PROMISE METROWEST 6 MULLIGAN STREET NATICK MA 01760 PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 14500 FOUNDATION FOR METROWEST 3 ELIOT STREET NATICK MA 01760 PUBLIC CHARITY ATKINSON DONOR ADVISED FUND 158000 FRAMINGHAM STATE UNIVERSITY 100 STATE STREET PO BOX 9101 FRAMINGHAM MA 01701 SCHOLARSHIP SCHOLARSHIP 5000 FRESH START FURNITURE BANK 16 BRENT DRIVE HUDSON MA 01749 PUBLIC CHARITY SUDBURY 5000 GAINING GROUND INC 341 VIRGINIA ROAD CONCORD MA 01742 PUBLIC CHARITY FARM & LOCAL FOOD 15000 GARDENING THE COMMUNITY PO BOX 90774 SPRINGFIELD MA 01139 PUBLIC CHARITY FARM & LOCAL FOOD 20000 GEORGETOWN UNIVERSITY 881 COMMONWEALTH AVENUE BOSTON MA 02215 SCHOLARSHIP SCHOLARSHIP 5000 GOODNOW LIBRARY FOUNDATION 21 CONCORD ROAD SUDBURY MA 01776 PUBLIC CHARITY SUDBURY 10000 HAMILTON COLLEGE 198 COLLEGE HILL ROAD CLINTON NY 13323 SCHOLARSHIP SCHOLARSHIP 5000 HOFSTRA UNIVERSITY 206 MEMORIAL HALL HEMPSTEAD NY 11549 SCHOLARSHIP SCHOLARSHIP 5000 HOFSTRA UNIVERSITY 200 MEMORIAL HALL ROOM 206 HEMPSTEAD NY 11549 SCHOLARSHIP SCHOLARSHIP 5000 HOWARD UNIVERSITY 2400 SIXTH STREET NW- SUITE 205 WASHINGTON DC 20059 SCHOLARSHIP SCHOLARSHIP 5000 ITHACA COLLEGE 953 DANBY ROAD ITHACA NY 14850 SCHOLARSHIP SCHOLARSHIP 5000 JEFF'S PLACE 34 DELOSS STREET 2ND FLOOR FRAMINGHAM MA 01702 PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 19500 JOHN ANDREW MAZIE MEMORIAL FOUNDATION 484 MAIN ST SUITE 360 WORCESTER MA 01608 PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 50000 LOVELANE SPECIAL NEEDS HORSEBACK RIDING PROGRAM 40 BAKER BRIDGE ROAD LINCOLN MA 01773 PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 15560 LOYOLA UNIVERSITY OF CHICAGO SULLIVAN CTR FOR STUDENT SERVICES 6339 N SHERIDAN RD CHICAGO IL 60660 SCHOLARSHIP SCHOLARSHIP 5000 MAB COMMUNITY SERVICES INC 200 IVY STREET BROOKLINE MA 02446 PUBLIC CHARITY SUDBURY 15150 MASS COLLEGE OF PHARMACY 179 LONGWOOD AVENUE BOSTON MA 02115 SCHOLARSHIP SCHOLARSHIP 5000 MASS FOOD SYSTEM COLLABORATIVE 324 WELLS STREET GREENFIELD MA 01301 PUBLIC CHARITY FARM & LOCAL FOOD 25000 MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVENUE 11-120 CAMBRIDGE MA 02139 SCHOLARSHIP SCHOLARSHIP 5000 MCGILL UNIVERSITY 3600 MCTAVISH STREET MONTREAL QUEBEC CANADA CA H3A 0G3 SCHOLARSHIP SCHOLARSHIP 5000 MERRIMACK COLLEGE AUSTIN 15B 315 TURNPIKE STREET NORTH ANDOVER MA 01845 SCHOLARSHIP SCHOLARSHIP 5000 METROWEST YMCA 280 OLD CONNECTICUT PATH FRAMINGHAM MA 01701 PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 30000 MIAMI UNIVERSITY OF OHIO 301 S CAMPUS AVENUE OXFORD OH 45056 SCHOLARSHIP SCHOLARSHIP 5000 MIDDLEBURY COLLEGE 84 SOUTH SERVICE ROAD MIDDLEBURY VT 05753 SCHOLARSHIP SCHOLARSHIP 5000 MIDDLEBURY COLLEGE 84 SOUTH SERVICE ROAD MIDDLEBURY VT 05753 SCHOLARSHIP SCHOLARSHIP 5000 MILL CITY GROWS PO BOX 7133 LOWELL MA 01852 PUBLIC CHARITY FARM & LOCAL FOOD 50000 MINUTE MAN ARC FOR HUMAN SERVICES INC 35 FOREST RIDGE ROAD CONCORD MA 01742 PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 10000 MOUNT HOLYOKE COLLEGE 16 SKINNER HALL 50 COLLEGE STREET SOUTH HADLEY MA 01075 SCHOLARSHIP SCHOLARSHIP 5000 NEW YORK UNIVERSITY 383 LAFAYETTE STREET NEW YORK NY 10003 SCHOLARSHIP SCHOLARSHIP 2500 NEW YORK UNIVERSITY 383 LAFAYETTE STREET NEW YORK NY 10003 SCHOLARSHIP SCHOLARSHIP 5000 NORTHEASTERN UNIVERSITY 354 RICHARDS HALL 360 HUNTINGTON AVE BOSTON MA 02115 SCHOLARSHIP SCHOLARSHIP 5000 ONE CAN HELP INC PO BOX 55 NEWTON MA 02468 PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 5000 OUT METROWEST PO BOX 2122 FRAMINGHAM MA 01703 PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 150000 PHILANTHROPY MASSACHUSETTS 133 FEDERAL STREET SUITE 802 BOSTON MA 02110 PUBLIC CHARITY COMMUNITY 5000 PHILANTHROPY MASSACHUSETTS 133 FEDERAL STREET SUITE 802 BOSTON MA 02110 PUBLIC CHARITY COMMUNITY 5350 PRINCETON IN BEIJING 211 JONES HALL PRINCETON NJ 08544 SCHOLARSHIP SCHOLARSHIP 2500 REGIONAL ENVIRONMENTAL COUNCIL INC PO BOX 255 WORCESTER MA 01613 PUBLIC CHARITY FARM & LOCAL FOOD 50000 SPARK KINDNESS PO BOX 823 NATICK MA 01760 PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 24310 SUDBURY HISTORICAL SOCIETY 322 CONCORD ROAD 2ND FLOOR TOWN HALL SUDBURY MA 01776 PUBLIC CHARITY SUDBURY 5000 SUDBURY VALLEY TRUSTEES 18 WOLBACH ROAD SUDBURY MA 01776 PUBLIC CHARITY SUDBURY 10000 THE FOOD PROJECT INC 10 LEWIS STREET LINCOLN MA 01773 PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 25000 THE LEARNING CENTER FOR THE DEAF 848 CENTRAL STREET FRAMINGHAM MA 01701 PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 19360 THRIVE SUPPORT AND ADVOCACY INC 65 BOSTON POST ROAD WEST SUITE 220 MARLBOROUGH MA 01752 PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 25000 TOWN OF SUDBURY 278 OLD SUDBURY ROAD SUDBURY MA 01776 MUNICIPALITY SUDBURY 10834 TRUSTEES OF BOSTON UNIVERSITY 881 COMMONWEALTH AVENUE BOSTON MA 02215 SCHOLARSHIP SCHOLARSHIP 1644 TULANE UNIVERSITY 6823 SAINT CHARLES AVENUE NEW ORLEANS LA 70118 SCHOLARSHIP SCHOLARSHIP 5000 TULANE UNIVERSITY 6823 SAINT CHARLES AVENUE NEW ORLEANS LA 70118 SCHOLARSHIP SCHOLARSHIP 5000 UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE 1103 LA JOLLA CA 92093 SCHOLARSHIP SCHOLARSHIP 5000 UNIVERSITY OF CONNECTICUT 233 GLENBROOK ROAD UNIT 4116 STORRS CT 06269 SCHOLARSHIP SCHOLARSHIP 5000 UNIVERSITY OF MARYLAND 601 W LOMBARD ST SUITE 221 BALTIMORE MD 21201 SCHOLARSHIP SCHOLARSHIP 5000 UNIVERSITY OF MASS AMHERST 243 WHITMORE ADMINISTRATIVE BLDG AMHERST MA 01003 SCHOLARSHIP SCHOLARSHIP 5000 UNIVERSITY OF MASSACHUSETTS AMHERST 243 WHITMORE ADMINISTRATIVE BLDG AMHERST MA 01003 SCHOLARSHIP SCHOLARSHIP 5000 UNIVERSITY OF MASSACHUSETTS BOSTON 100 WILLIAM T MORRISEY BLVD CAMPUS CTR 4TH FL BOSTON MA 02125 SCHOLARSHIP SCHOLARSHIP 5000 UNIVERSITY OF MASSACHUSETTS BOSTON 100 WILLIAM T MORRISEY BLVD CAMPUS CTR 4TH FL BOSTON MA 02125 SCHOLARSHIP SCHOLARSHIP 5000 UNIVERSITY OF MICHIGAN 2500 STUDENT ACTIVITIES CTR 515 E JEFFERSON ST ANN ARBOR MI 48109 SCHOLARSHIP SCHOLARSHIP 5000 UNIVERSITY OF NEW HAMPSHIRE 11 GARRISON AVENUE DURHAM NH 03824 SCHOLARSHIP SCHOLARSHIP 5000 UNIVERSITY OF NOTRE DAME 115 MAIN BUILDING NOTRE DAME IN 46556 SCHOLARSHIP SCHOLARSHIP 5000 UNIVERSITY OF ROCHESTER PO BOX 270251 ROCHESTER NY 14627 SCHOLARSHIP SCHOLARSHIP 5000 UNIVERSITY OF ROCHESTER PO BOX 270261 ROCHESTER NY 14627 SCHOLARSHIP SCHOLARSHIP 5000 UNIVERSITY OF TORONTO 172 ST GEORGE STREET TORONTO ONTARIO CANADA CA M5R 0A3 SCHOLARSHIP SCHOLARSHIP 5000 UNIVERSITY OF VIRGINIA 1001 NORTH EMMET ST PO BOX 400204 CHARLOTTESVILLE VA 22903 SCHOLARSHIP SCHOLARSHIP 5000 WAYSIDE INN 72 WAYSIDE INN ROAD SUDBURY MA 01776 PUBLIC CHARITY SUDBURY 75000 WAYSIDE YOUTH & FAMILY SUPPORT NETWORK 1 FREDERICK ABBOTT WAY FRAMINGHAM MA 01701 PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 24900 WENTWORTH INSTITUTE OF TECHNOLOGY 550 HUNTINGTON AVENUE BOSTON MA 02115 SCHOLARSHIP SCHOLARSHIP 5000 WENTWORTH INSTITUTE OF TECHNOLOGY 550 HUNTINGTON AVENUE BOSTON MA 02115 SCHOLARSHIP SCHOLARSHIP 5000 WHEATON COLLEGE 26 E MAIN STREET NORTON MA 02766 SCHOLARSHIP SCHOLARSHIP 5000 WILDFLOWER INC 271 LINCOLN STREET SUITE 12 LEXINGTON MA 02421 PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 20500 1509321 0 14 730458 14 58051 18 1233509 RENTAL FEES 1750 RETURNED GRANT FUNDS 2500 0 2022018 4250 2026268 11A GRANGE RENTAL FEES FOR COMMUNITY GROUPS 11 EXCESS FUNDS RETURNED FROM GRANTS PREVIOUSLY PAID OUT. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 20252 2024 0 18228 CORPORATE BONDS 6486646 6486646 MUTUAL FUNDS AT COST 25014612 25014612 PRIVATE EQUITY FUNDS AT COST 1157198 1157198 COMMODITIES AT COST 1048505 1048505 COMPUTER 2684 2684 0 BUILDING 1182714 224223 958491 958491 OFFICE FURNITURE 23912 23912 0 APPLIANCES 1242 1242 0 MEETING FURNITURE 5964 5964 0 WINDOW TREATMENTS 4200 4200 0 OFFICE LAMPS 730 730 0 INTERIOR DESIGN 1500 1500 0 BABIN LANDSCAPING 2570 2570 0 LAND 49885 0 49885 49885 IMAC COMPUTER 2249 2249 0 MEETING ROOM WINDOW TREATMENTS 2803 1402 1401 1401 COMPUTER 2168 2168 0 COMPUTER 2368 1421 947 947 COMPUTER 2099 840 1259 1259 LANDSCAPING 3915 780 3135 3135 DEFERRED EXCISE TAXES 9401 0 0 OFFICE EXPENSES 20322 0 0 20322 OTHER INCOME 58051 0 RENTAL FEES 1750 1750 RETURNED GRANT FUNDS 2500 2500 UNREALIZED GAIN ON INVESTMENTS 4446023 DEFERRED EXCISE TAX LIABILITY 0 79519 OTHER PROFESSIONAL CONSULTANTS 10384 0 0 10384 PAYROLL TAXES 15115 0 0 15115 FEDERAL EXCISE TAX EXPENSE 109352 0 0 0