Civic Intelligence

The Sudbury Foundation

990PF • Fiscal year 2012 • EIN 04-6037026

Jan 01, 2012 to Dec 31, 2012 • Filed on Jul 17, 2013

326 Concord Rd01776
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

21st percentile

0.01x

Higher debt load relative to assets than 21% of similar nonprofits.

2012 filings • $25M-$50M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

80th percentile

$116,322

Higher top officer pay than 80% of similar nonprofits.

2012 filings • $25M-$50M nonprofits • Source year 2012

Asset Growth

66th percentile

6.5%

Faster asset growth than 66% of similar nonprofits.

2012 filings • $25M-$50M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$30,420,278

Up $1,862,875 (+6.5%) from 2011

Net Assets

Up

$30,146,025

Up $1,713,265 (+6.0%) from 2011

Liabilities

Up

$274,253

Up $149,610 (+120%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,734,436

Up $259,380 (+18%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $30,149,261Liabilities 2010: $167,179Net Assets 2010: $29,982,0822010Assets 2011: $28,557,403Liabilities 2011: $124,643Net Assets 2011: $28,432,7602011Assets 2012: $30,420,278Liabilities 2012: $274,253Net Assets 2012: $30,146,0252012Assets 2013: $32,912,658Liabilities 2013: $183,396Net Assets 2013: $32,729,2622013Assets 2014: $33,039,048Liabilities 2014: $343,446Net Assets 2014: $32,695,6022014Assets 2015: $30,984,135Liabilities 2015: $283,792Net Assets 2015: $30,700,3432015Assets 2016: $31,367,331Liabilities 2016: $85,890Net Assets 2016: $31,281,4412016Assets 2017: $34,694,025Liabilities 2017: $174,631Net Assets 2017: $34,519,3942017Assets 2018: $30,638,404Liabilities 2018: $356,466Net Assets 2018: $30,281,9382018Assets 2019: $35,302,095Liabilities 2019: $632,962Net Assets 2019: $34,669,1332019Assets 2020: $37,629,681Liabilities 2020: $359,548Net Assets 2020: $37,270,1332020Assets 2021: $41,303,970Liabilities 2021: $793,988Net Assets 2021: $40,509,9822021Assets 2022: $32,987,532Liabilities 2022: $219,918Net Assets 2022: $32,767,6142022Assets 2023: $35,452,264Liabilities 2023: $548,167Net Assets 2023: $34,904,0972023Assets 2024: $36,890,846Liabilities 2024: $827,322Net Assets 2024: $36,063,5242024

Highlighted filing

2012

Assets$30,420,278
Liabilities$274,253
Net Assets$30,146,025

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $986,9092010Expenses 2011: $1,475,0562011Expenses 2012: $1,734,4362012Revenue 2013: $1,559,315Expenses 2013: $1,472,817Net Income 2013: $86,4982013Revenue 2014: $2,470,357Expenses 2014: $1,706,688Net Income 2014: $763,6692014Revenue 2015: $1,683,312Expenses 2015: $1,623,834Net Income 2015: $59,4782015Revenue 2016: $985,870Expenses 2016: $1,331,351Net Income 2016: -$345,4812016Revenue 2017: $3,377,588Expenses 2017: $1,978,418Net Income 2017: $1,399,1702017Revenue 2018: $2,333,983Expenses 2018: $2,088,274Net Income 2018: $245,7092018Revenue 2019: $2,026,268Expenses 2019: $2,085,096Net Income 2019: -$58,8282019Revenue 2020: $4,848,506Expenses 2020: $2,002,175Net Income 2020: $2,846,3312020Revenue 2021: $1,982,016Expenses 2021: $2,702,926Net Income 2021: -$720,9102021Revenue 2022: $646,994Expenses 2022: $1,721,342Net Income 2022: -$1,074,3482022Revenue 2023: $1,182,574Expenses 2023: $2,473,009Net Income 2023: -$1,290,4352023Revenue 2024: $2,075,407Expenses 2024: $2,719,567Net Income 2024: -$644,1602024

Highlighted filing

2012

Revenue-
Expenses$1,734,436
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jul 17, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARILYN MARTINOExecutive DirectorFT$108,211$8,111$116,322
BANK OF AMERICA NATrusteeFT$43,117-$43,117
SUSAN IULIANOTrustee/Chairman-$7,200-$7,200
RICHARD H DAVISONTrusteePT$3,600-$3,600
JILL STANSKYTrustee-$3,600-$3,600
MINER CRARYTrustee-$3,600-$3,600
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSUDBURY VALLEY TRUSTEES INCSUDBURYPUBLIC CHARITYSUDBURY, MA, US$175,000
Approved Future GrantNE GRASSROOTS ENVIRONMENT FUNDENVIRONMENTPUBLIC CHARITYMONTPELIER, VT, US$80,000
Approved Future GrantPENOBSCOT EAST RESOURCE CENTERENVIRONMENTPUBLIC CHARITYSTONINGTON, ME, US$80,000
Paid GrantBOYS AND GIRLS CLUBS OF METROWESTCY&FPUBLIC CHARITYMARLBOROUGH, MA, US$75,000
Approved Future GrantBOYS & GIRLS CLUB OF ASSABET VALLEYSCHOLARSHIPPUBLIC CHARITYMAYNARD, MA, US$55,000
Paid GrantASSABET VALLEY COLLABORATIVECY&FPUBLIC CHARITYMARLBOROUGH, MA, US$45,000
Paid GrantNE GRASSROOTS ENVIRONMENT FUNDENVIRONMENTPUBLIC CHARITYMONTPELIER, VT, US$40,000
Paid GrantPENOBSCOT EAST RESOURCE CENTERENVIRONMENTPUBLIC CHARITYSTONINGTON, ME, US$40,000
Paid GrantPARTNERSHIP FOR A SKILLED WORKFORCE INCCY&FPUBLIC CHARITYMARLBOROUGH, MA, US$25,000
Paid GrantTHE FOOD PROJECT INCCY&FPUBLIC CHARITYLINCOLN, MA, US$25,000
Paid GrantCOBSCOOK BAY RESOURCE CENTERENVIRONMENTPUBLIC CHARITYEASTPORT, MA, US$25,000
Paid GrantMAINE COAST FISHERMENS ASSOCIATIONENVIRONMENTPUBLIC CHARITYTOPSHAM, ME, US$25,000
Paid GrantNORTHERN FOREST CENTERENVIRONMENTPUBLIC CHARITYCONCORD, NH, US$25,000
Paid GrantLONGFELLOW'S WAYSIDE INNSUDBURYPUBLIC CHARITYSUDBURY, MA, US$25,000
Approved Future GrantCOBSCOOK BAY RESOURCE CENTERENVIRONMENTPUBLIC CHARITYEASTPORT, MA, US$25,000
Paid GrantBOYS & GIRLS CLUB OF ASSABET VALLEYCY&FPUBLIC CHARITYMAYNARD, MA, US$23,200
Paid GrantFRAMINGHAM PUBLIC SCHOOLS21ST CENTURY AFTER SCHOOL PROGRAMCY&FPUBLIC CHARITYFRAMINGHAM, MA, US$23,000
Paid GrantSOUTH MIDDLESEX OPPORTUNITY COUNCIL INCCY&FPUBLIC CHARITYFRAMINGHAM, MA, US$20,000
Paid GrantTHE BRIDGE OF CENTRAL MASSACHUSETTS INCCY&FPUBLIC CHARITYWORCESTER, MA, US$20,000
Paid GrantSUDBURY VALLEY TRUSTEES INCSUDBURYPUBLIC CHARITYSUDBURY, MA, US$19,000
Paid GrantWAYSIDE YOUTH & FAMILY SUPPORT NETWORKCY&FPUBLIC CHARITYFRAMINGHAM, MA, US$17,300
Paid GrantJEWISH FAMILY & CHILDREN SERVICES INCCY&FPUBLIC CHARITYWALTHAM, MA, US$15,000
Paid GrantREACH BEYOND DOMESTIC VIOLENCE INCCY&FPUBLIC CHARITYWALTHAM, MA, US$15,000
Paid GrantFOUNDATION FOR METROWESTSUDBURYPUBLIC CHARITYNATICK, MA, US$15,000
Paid GrantTOWN OF SUDBURY GOODNOW LIBRARYSUDBURYMUNICIPALITYSUDBURY, MA, US$15,000
Paid GrantTOWN OF SUDBURYCOUNCIL ON AGINGSUDBURYMUNICIPALITYSUDBURY, MA, US$15,000
Paid GrantJEFFS PLACECY&FPUBLIC CHARITYFRAMINGHAM, MA, US$13,375
Paid GrantDISCOVERY MUSEUMSCY&FPUBLIC CHARITYACTON, MA, US$12,710
Paid GrantJOHN ANDREW MAZIE MEMORIAL FOUNDATIONCY&FPUBLIC CHARITYWAYLAND, MA, US$12,000
Paid GrantAUTISM ALLIANCE OF METROWESTADVOCATES INCCY&FPUBLIC CHARITYFRAMINGHAM, MA, US$10,300
Paid GrantCOMMUNITIES FOR RESTORATIVE JUSTICECY&FPUBLIC CHARITYCONCORD, MA, US$10,000
Paid GrantREDISCOVERYJRICY&FPUBLIC CHARITYWALTHAM, MA, US$10,000
Paid GrantLINCOLN-SUDBURY REGIONAL HIGH SCHOOLSUDBURYMUNICIPALITYSUDBURY, MA, US$8,870
Paid GrantUNITED WAY OF TRI-COUNTYCY&FPUBLIC CHARITYFRAMINGHAM, MA, US$7,950
Paid GrantMETROWEST YMCACY&FPUBLIC CHARITYFRAMINGHAM, MA, US$7,580
Paid GrantEMPLOYMENT OPTIONS INCCY&FPUBLIC CHARITYMARLBOROUGH, MA, US$7,500
Paid GrantELIOT COMMUNITY HUMAN SERVICES INCCY&FPUBLIC CHARITYLEXINGTON, MA, US$6,920
Paid GrantFRAMINGHAM PUBLIC SCHOOLSEARLY CHILDHOOD ALLIANCE OF FRAMINGHAMCY&FPUBLIC CHARITYFRAMINGHAM, MA, US$6,200
Paid GrantUNITED WAY OF TRI-COUNTYCY&FPUBLIC CHARITYFRAMINGHAM, MA, US$6,000
Paid GrantASSOCIATED GRANT MAKERSCOMMUNITYPUBLIC CHARITYBOSTON, MA, US$5,250
Paid GrantFRIENDS OF RESILIENCY FOR LIFECY&FPUBLIC CHARITYFRAMINGHAM, MA, US$5,175
Paid GrantFRAMINGHAM HISTORY CENTERCOMMUNITYPUBLIC CHARITYFRAMINGHAM, MA, US$5,000
Paid GrantLETS GET READYCY&FPUBLIC CHARITYBOSTON, MA, US$5,000
Paid GrantSUDBURY EXTENDED DAY INCSUDBURYPUBLIC CHARITYSUDBURY, MA, US$5,000
Paid GrantSUDBURY HISTORICAL SOCIETYSUDBURYPUBLIC CHARITYSUDBURY, MA, US$5,000
Paid GrantSEDA BABROUDISCHOLARSHIPINDIVIDUALLINCOLN, MA, US$5,000
Paid GrantOLIVIA BANKUTISCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantGRAHAM BOYDSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantQJAQUICE BRANTLEYSCHOLARSHIPINDIVIDUALBOSTON, MA, US$5,000
Paid GrantMEGAN BRAUNSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantRUSULENNI CASTROSCHOLARSHIPINDIVIDUALROXBURY, MA, US$5,000
Paid GrantJAMIE CHARESTSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantTAYLOR CHARESTSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantLAUREN CHUNIASSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantKELSEY COLPITTSSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantNATHAN GALLOWAYSCHOLARSHIPINDIVIDUALFRAMINGHAM, MA, US$5,000
Paid GrantRADELYS GERMANSCHOLARSHIPINDIVIDUALHYDE PARK, MA, US$5,000
Paid GrantGILLIAN GORDONSCHOLARSHIPINDIVIDUALCAMBRIDGE, MA, US$5,000
Paid GrantMEGAN GREENLAWSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantMEGAN GRIFFINSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantOLIVIA GUTOWSKISCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantMADISON HERELSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantMOHAMMED HUSSAINSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantAMANDA HUTCHINSONSCHOLARSHIPINDIVIDUALWESTBOROUGH, MA, US$5,000
Paid GrantLINDSAY HUTCHINSONSCHOLARSHIPINDIVIDUALWESTBOROUGH, MA, US$5,000
Paid GrantCECILIA IGWE-KALUSCHOLARSHIPINDIVIDUALBOSTON, MA, US$5,000
Paid GrantAMANDA IRVINESCHOLARSHIPINDIVIDUALNORTHBOROUGH, MA, US$5,000
Paid GrantLAUREN JACOBSSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantMATTHEW JOHNSONSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantRACHEL LAMSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantSTEPHANIE LEESCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantVICTORIA LEESCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantKOURTNEY LEWIS-ALLENSCHOLARSHIPINDIVIDUALMATTAPAN, MA, US$5,000
Paid GrantYARASLAU LOBANSCHOLARSHIPINDIVIDUALLINCOLN, MA, US$5,000
Paid GrantDANIELLE MCAVOYSCHOLARSHIPINDIVIDUALNATICK, MA, US$5,000
Paid GrantRYAN MCAVOYSCHOLARSHIPINDIVIDUALNATICK, MA, US$5,000
Paid GrantDEVON MCCANNSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantMAURA MCGRATHSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantKATHERINE MILLERSCHOLARSHIPINDIVIDUALMARLBOROUGH, MA, US$5,000
Paid GrantHALEY NEILSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantAPERHAMA PARANGISCHOLARSHIPINDIVIDUALLINCOLN, MA, US$5,000
Paid GrantCESAR PEREZSCHOLARSHIPINDIVIDUALDORCHESTER, MA, US$5,000
Paid GrantBRIAN POLLOCKSCHOLARSHIPINDIVIDUALHUDSON, MA, US$5,000
Paid GrantJASON PORTERSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantROBYN RALLISCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantADAM RAPHAELSCHOLARSHIPINDIVIDUALNEWTON, MA, US$5,000
Paid GrantERIC REALESCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantPAULINA RODISSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantWILLIAM SAWYERSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantFERGAL SEIFERTHSCHOLARSHIPINDIVIDUALLINCOLN, MA, US$5,000
Paid GrantFIONNUALA SEIFERTHSCHOLARSHIPINDIVIDUALLINCOLN, MA, US$5,000
Paid GrantRYAN SHELLEYSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantKELLY SHERRERSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantDANIEL SIGALOVSKYSCHOLARSHIPINDIVIDUALWORCESTER, MA, US$5,000
Paid GrantLAWRENCE STEVENSONSCHOLARSHIPINDIVIDUALAVON, MA, US$5,000
Paid GrantKLO STINESCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantSAVANNAH TENNEYSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantKATHRYN THOMASSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantMATTHEW THOMPSONSCHOLARSHIPINDIVIDUALMAYNARD, MA, US$5,000
Paid GrantVICTORIA VANARIASCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantJONATHAN WEINSTEINSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantKATELYN WRIGHTSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantCONNOR YOUNGSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$5,000
Paid GrantONE CAN HELP INCCY&FPUBLIC CHARITYNEWTON, MA, US$4,500
Paid GrantMETROWEST NONPROFIT NETWORKCOMMUNITYPUBLIC CHARITYFRAMINGHAM, MA, US$3,000
Paid GrantMETROWEST NONPROFIT NETWORKCOMMUNITYPUBLIC CHARITYFRAMINGHAM, MA, US$2,980
Paid GrantKYLE BERKOWITZSCHOLARSHIPINDIVIDUALGERMANTOWN, WI, US$2,500
Paid GrantRUSULENNI CASTROSCHOLARSHIPINDIVIDUALROXBURY, MA, US$2,500
Paid GrantALEC ELLSWORTHSCHOLARSHIPINDIVIDUALBEDFORD, MA, US$2,500
Paid GrantDANIEL HARTSCHOLARSHIPINDIVIDUALMARLBOROUGH, MA, US$2,500
Paid GrantMATTHEW JOHNSONSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$2,500
Paid GrantJAMES IVKERSCHOLARSHIPINDIVIDUALWAYLAND, MA, US$2,400
Paid GrantSUDBURY COMPANIES OF MILITIA AND MINUTE INCSUDBURYPUBLIC CHARITYSUDBURY, MA, US$2,000
Paid GrantGRAHAM BOYDSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$1,870
Paid GrantANNA BRUNNERSCHOLARSHIPINDIVIDUALSUDBURY, MA, US$1,200
Paid GrantMETROWEST EDUCATIONAL FOUNDATIONMETROWEST TOURISM BUREAUCOMMUNITYPUBLIC CHARITYFRAMINGHAM, MA, US$1,000
Paid GrantMETROWEST NONPROFIT NETWORKCOMMUNITYPUBLIC CHARITYFRAMINGHAM, MA, US$1,000
Paid GrantKLO STINESCHOLARSHIPINDIVIDUALSUDBURY, MA, US$747
Paid GrantQJAQUICE BRANTLEYSCHOLARSHIPINDIVIDUALBOSTON, MA, US$730
Paid GrantMASS GENERAL HOSPITALCOMMUNITYPUBLIC CHARITYBOSTON, MA, US$500
Filing and Contact Details

Filer

EIN
04-6037026
Raw XML AppendixShowing 400 of 1,608 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome00
AccountingFeesSchedule/AccountingFees/Amount016976
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps015278
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01698
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue04644520
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV04644520
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0CORPORATE BONDS
InvestmentsOtherSchedule2/InvestmentsOther/BookValue020039697
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1679013
InvestmentsOtherSchedule2/InvestmentsOther/BookValue21306788
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1PRIVATE EQUITY FUNDS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2REAL ESTATE INVESTMENT TRUST FUND
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV020039697
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1679013
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV21306788
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0757247
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount02188913
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount02660
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0RENTAL FEES
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/RelatedOrExemptFunctionIncome02063
IRS990PF/AnalysisIncomeProducingActy/ProgramServiceRevenuePartVII/Description0STUDENT LOAN INTEREST
IRS990PF/AnalysisIncomeProducingActy/ProgramServiceRevenuePartVII/RelatedOrExemptFunctionIncome01591
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount02948820
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome03654
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA02952474
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps015278
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm01698
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss016976
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm02255215
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps0126211
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm043117
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss0169328
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps01196757
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss01331757
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss021257
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0771152
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0757247
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses01218038
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice019402398
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncm01
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss02188913
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome02962260
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblPrps025692
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnss025692
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps033475
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnss033475
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps020374
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm022252
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss047931
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm04251
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss06314
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps0375
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm01010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss01385
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblPrps08481
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnss08481
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps011874
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0280
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss074478
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps01442193
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm068358
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss01734436
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome03030618
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses02952474
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0245436
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm068358
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0402679
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblPrps03676
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnss03676
IRS990PF/BalanceSheets/AccountsPayableBOY012012
IRS990PF/BalanceSheets/AccountsPayableEOY06052
IRS990PF/BalanceSheets/AccountsReceivable023062
IRS990PF/BalanceSheets/AccountsReceivableBOY022235
IRS990PF/BalanceSheets/AccountsReceivableEOY023062
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV023062
IRS990PF/BalanceSheets/AccumDeprecLandBldgAndEquip0128122
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl049450
IRS990PF/BalanceSheets/CashBOY07773
IRS990PF/BalanceSheets/CashEOY019821
IRS990PF/BalanceSheets/CashEOYFMV019821
IRS990PF/BalanceSheets/GrantsPayableBOY0100000
IRS990PF/BalanceSheets/GrantsPayableEOY0240000
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY04961933
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY04644520
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV04644520
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY01535483
IRS990PF/BalanceSheets/InvestmentsOtherBOY020377297
IRS990PF/BalanceSheets/InvestmentsOtherEOY022025498
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV022025498
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBasis01275401
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBOY01168536
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOY01147279
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOYFMV01147279
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/OtherLiabilitiesBOY012631
IRS990PF/BalanceSheets/OtherLiabilitiesEOY028201
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblBOY033500
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblEOY0904
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblEOYFMV0904
IRS990PF/BalanceSheets/OtherNotesAndLoansReceivable050354
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0450646
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY02559194
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV02559194
IRS990PF/BalanceSheets/TotalAssetsBOY028557403
IRS990PF/BalanceSheets/TotalAssetsEOY030420278
IRS990PF/BalanceSheets/TotalAssetsEOYFMV030420278
IRS990PF/BalanceSheets/TotalLiabilitiesBOY0124643
IRS990PF/BalanceSheets/TotalLiabilitiesEOY0274253
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY028557403
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY030420278
IRS990PF/BalanceSheets/TotalNetAssetsBOY028432760
IRS990PF/BalanceSheets/TotalNetAssetsEOY030146025
IRS990PF/BalanceSheets/UnrestrictedBOY028432760
IRS990PF/BalanceSheets/UnrestrictedEOY030146025
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome02255215
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis017147183
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss02255215
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses02255215
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice019402398
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses01218038
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0495227
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal030146025
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY028432760
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY030146025
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted01388619
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj01386119
IRS990PF/DistributableAmount/DistributableAmountBeforeDed01388619
IRS990PF/DistributableAmount/MinimumInvestmentReturn01445364
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions02500
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome059245
IRS990PF/DistributableAmount/TotalTax059245
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear02952
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment062556
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax059245
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment02952
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment0359
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal059245
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome059245
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments062556
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY030420278
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets029347501
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances01380810
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities027944042
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0440213
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets022649
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn01445364
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets028907288
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets029347501
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition040.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition18.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition24.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition34.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition440.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition54.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation043117
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation13600
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation27200
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation33600
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation4108211
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation53600
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc48111
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0BANK OF AMERICA NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1RICHARD H DAVISON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2SUSAN IULIANO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3JILL STANSKY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4MARILYN MARTINO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5MINER CRARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE/CHAIRMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4EXECUTIVE DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title5TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10225 FRANKLIN STREET MA1-225-04-02
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11326 CONCORD ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12326 CONCORD ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13326 CONCORD ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine14326 CONCORD ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine15326 CONCORD ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0BOSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1SUDBURY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2SUDBURY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3SUDBURY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4SUDBURY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City5SUDBURY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State5MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode002110
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode101776
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode201776
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode301776
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode401776
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode501776
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct01496610
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets01466987
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.050748
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.050740
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.041484
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.049259
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.060133
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.052122
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets028907288
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1028612812
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2026687801
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3023950337
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4028463004
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5032014554
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome029623
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions01442193
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear101451813
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear201107126
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear301179769
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear401711562
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear501668677
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.253738
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions01442193
IRS990PF/QualifyingDistributions/ExpensesAndContributions01442193
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions01442193
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber01A
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber111A
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0INTEREST ON STUDENT LOANS CONSISTENT WITH CHARITABLE PURPOSE.
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1GRANGE RENTAL FEES FOR COMMUNITY GROUPS
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0BANK OF AMERICA PHIL MGMT GROUP
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06174345669
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10225 FRANKLIN STREET MA1-225-04-02
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BOSTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode002110
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/Form990TFiled01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100001
IRS990PF/StatementsRegardingActivities/WebsiteAddress0WWW.SUDBURYFOUNDATION.ORG
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions00
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Expenses101116061
IRS990PF/SummaryOfDirectCharitableActy/Expenses20367012
IRS990PF/SummaryOfDirectCharitableActy/Expenses3033366
IRS990PF/SummaryOfDirectCharitableActy/Expenses4030056
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0APPLICATION FORMS ARE AVAILABLE ON OUR WEBSITE WWW.SUDBURYFOUNDATION.ORG UNDER THE GRANT PROGRAMS TAB.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0MARILYN MARTINO
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber09784430849
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10326 CONCORD ROAD
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0SUDBURY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode001776
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0PLEASE REFER TO OUR WEBSITE WWW.SUDBURYFOUNDATION.ORG UNDER THE GRANT PROGRAMS TAB.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0PLEASE REFER TO OUR WEBSITE WWW.SUDBURYFOUNDATION.ORG UNDER THE GRANT PROGRAMS TAB.
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/Amount055000
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/Amount125000
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/Amount280000
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/Amount380000
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/PurposeOfGrantOrContribution0SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/PurposeOfGrantOrContribution1ENVIRONMENT
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/PurposeOfGrantOrContribution2ENVIRONMENT
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/PurposeOfGrantOrContribution3ENVIRONMENT
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientBusinessName/BusinessNameLine10BOYS & GIRLS CLUB OF ASSABET VALLEY
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientBusinessName/BusinessNameLine11COBSCOOK BAY RESOURCE CENTER
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientBusinessName/BusinessNameLine12NE GRASSROOTS ENVIRONMENT FUND
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientBusinessName/BusinessNameLine13PENOBSCOT EAST RESOURCE CENTER
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientFoundationStatus3PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/AddressLine10212 GREAT ROAD
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/AddressLine114 FAVOR STREET
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/AddressLine12PO BOX 1057
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/AddressLine13PO BOX 27 13 ATLANTIC AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/City0MAYNARD
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/City1EASTPORT
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/City2MONTPELIER
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/City3STONINGTON
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/State2VT
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/State3ME
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/ZIPCode001754
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/ZIPCode104631
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/ZIPCode205601
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/ZIPCode304681
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount41000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount52980
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount63000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount745000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount810300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount923200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1075000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1110000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1212710
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount136920
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount147500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1523000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount166200

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.9$0.83$36.1$2.08$2.72$0.64
2023Detailed filing. Detailed filing data is available for this year.$35.5$0.55$34.9$1.18$2.47$1.29
2022Detailed filing. Detailed filing data is available for this year.$33.0$0.22$32.8$0.65$1.72$1.07
2021Detailed filing. Detailed filing data is available for this year.$41.3$0.79$40.5$1.98$2.70$0.72
2020Detailed filing. Detailed filing data is available for this year.$37.6$0.36$37.3$4.85$2.00$2.85
2019Detailed filing. Detailed filing data is available for this year.$35.3$0.63$34.7$2.03$2.09$0.06
2018Detailed filing. Detailed filing data is available for this year.$30.6$0.36$30.3$2.33$2.09$0.25
2017Detailed filing. Detailed filing data is available for this year.$34.7$0.17$34.5$3.38$1.98$1.40
2016Detailed filing. Detailed filing data is available for this year.$31.4$0.09$31.3$0.99$1.33$0.35
2015Detailed filing. Detailed filing data is available for this year.$31.0$0.28$30.7$1.68$1.62$0.06
2014Detailed filing. Detailed filing data is available for this year.$33.0$0.34$32.7$2.47$1.71$0.76
2013Detailed filing. Detailed filing data is available for this year.$32.9$0.18$32.7$1.56$1.47$0.09
2012Detailed filing. Detailed filing data is available for this year.$30.4$0.27$30.1$1.73
2011Detailed filing. Detailed filing data is available for this year.$28.6$0.12$28.4$1.48
2010Detailed filing. Detailed filing data is available for this year.$30.1$0.17$30.0$0.99