Civic Intelligence

The Sudbury Foundation

990PF • Fiscal year 2016 • EIN 04-6037026

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 29, 2017

326 Concord RdSudbury, MA 01776

(978) 443-0849

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.09x

Higher debt load relative to revenue than 25% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Net Margin

10th percentile

-35%

Higher net margin than 10% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

32nd percentile

$139,471

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 14.1% of source-year revenue.

2016 filings • $25M-$50M nonprofits • Source year 2016

Asset Growth

44th percentile

1.2%

Faster asset growth than 44% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-41%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Assets

Up

$31,367,331

Up $383,196 (+1.2%) from 2015

Net Assets

Up

$31,281,441

Up $581,098 (+1.9%) from 2015

Liabilities

Down

$85,890

Down $197,902 (-70%) from 2015

Revenue

Down

$985,870

Down $697,442 (-41%) from 2015

Expenses

Down

$1,331,351

Down $292,483 (-18%) from 2015

Net Income

Down

-$345,481

Down $404,959 (-681%) from 2015

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

2016

Assets$31,367,331
Liabilities$85,890
Net Assets$31,281,441

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

2016

Revenue$985,870
Expenses$1,331,351
Net Income-$345,481
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 29, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARILYN MARTINOExecutive DirectorFT$130,096$9,375$139,471
BANK OF AMERICATrusteeFT$110,737-$110,737
MINER CRARYTrustee-$0--
STEPHEN RICHMONDTrustee-$0--
SUSAN IULIANOTrustee-$0--
JILL STANSKYTrustee/ChairPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBOYS & GIRLS CLUBS OF METROWESTCY&FPUBLIC CHARITYMARLBOROUGH, MA, US$100,000
Paid GrantTHE DISCOVERY MUSEUMSCY&FPUBLIC CHARITYACTON, MA, US$50,000
Paid GrantSUDBURY HISTORICAL SOCIETYSUDBURYPUBLIC CHARITYSUDBURY, MA, US$50,000
Paid GrantPENOBSCOT EAST RESOURCE CENTERENVIRONMENTPUBLIC CHARITYSTONINGTON, ME, US$40,000
Paid GrantGOODNOW LIBRARY FOUNDATIONSUDBURYPUBLIC CHARITYSUDBURY, MA, US$30,000
Paid GrantBIG BROTHERS BIG SISTERS OF CMMWCY&FPUBLIC CHARITYWORCESTER, MA, US$25,000
Paid GrantDOC WAYNE YOUTH SERVICES INCCY&FPUBLIC CHARITYBOSTON, MA, US$25,000
Paid GrantWILDFLOWER CAMP FOUNDATIONCY&FPUBLIC CHARITYWELLESLEY HILLS, MA, US$25,000
Paid GrantBOSTON AREA GLEANERSENVIRONMENTPUBLIC CHARITYWALTHAM, MA, US$25,000
Paid GrantCOMMUNITY INVOLVED IN SUSTAINING AGRICULTUREENVIRONMENTPUBLIC CHARITYS DEERFIELD, MA, US$25,000
Paid GrantCONSERVATION LAW FOUNDATIONENVIRONMENTPUBLIC CHARITYBOSTON, MA, US$25,000
Paid GrantFRANKLIN COUNTY CDCFISCAL AGENT FOR MA FOOD SYSTEM COLLABORATIVEENVIRONMENTPUBLIC CHARITYGREENFIELD, MA, US$25,000
Paid GrantLOVIN' SPOONFULS INCENVIRONMENTPUBLIC CHARITYBOSTON, MA, US$25,000
Paid GrantMILL CITY GROWSENVIRONMENTPUBLIC CHARITYLOWELL, MA, US$25,000
Paid GrantNEW ENTRY SUSTAINABLE FARMING PROJECTENVIRONMENTPUBLIC CHARITYLOWELL, MA, US$25,000
Paid GrantTHE CARROT PROJECTENVIRONMENTPUBLIC CHARITYBOSTON, MA, US$25,000
Paid GrantCOMMUNITIES FOR RESTORATIVE JUSTICECY&FPUBLIC CHARITYCONCORD, MA, US$22,500
Paid GrantSPARK KINDNESSCY&FPUBLIC CHARITYNATICK, MA, US$20,600
Paid GrantJOHN ANDREW MAZIE MEMORIAL FOUNDATIONCY&FPUBLIC CHARITYWAYLAND, MA, US$20,000
Paid GrantMASSACHUSETTS AUDUBON SOCIETYDRUMLIN FARMCY&FPUBLIC CHARITYLINCOLN, MA, US$19,975
Paid GrantTOWN OF SUDBURY - COUNCIL ON AGINGSUDBURYMUNICIPALITYSUDBURY, MA, US$18,000
Paid GrantEMPLOYMENT OPTIONS INCCY&FPUBLIC CHARITYMARLBOROUGH, MA, US$15,000
Paid GrantFOUNDATION FOR METROWESTSUDBURYPUBLIC CHARITYNATICK, MA, US$15,000
Paid GrantTALY FOUNDATION INCCY&FPUBLIC CHARITYFRAMINGHAM, MA, US$13,100
Paid GrantLINCOLN-SUDBURY REGIONAL HIGH SCHOOLSUDBURYMUNICIPALITYSUDBURY, MA, US$12,000
Paid GrantOUT METROWESTCY&FPUBLIC CHARITYFRAMINGHAM, MA, US$10,000
Paid GrantRESILIENCY FOR LIFECY&FPUBLIC CHARITYFRAMINGHAM, MA, US$10,000
Paid GrantTHE LEARNING CENTER FOR THE DEAFCY&FPUBLIC CHARITYFRAMINGHAM, MA, US$10,000
Paid GrantLONGFELLOW'S WAYSIDE INNSUDBURYPUBLIC CHARITYSUDBURY, MA, US$10,000
Paid GrantSUDBURY VALLEY TRUSTEES INCSUDBURYPUBLIC CHARITYSUDBURY, MA, US$10,000
Paid GrantTHE DISCOVERY MUSEUMSCY&FPUBLIC CHARITYACTON, MA, US$6,200
Paid GrantONE CAN HELP INCCY&FPUBLIC CHARITYNEWTON, MA, US$5,870
Paid GrantASSOCIATED GRANT MAKERSCOMMUNITYPUBLIC CHARITYBOSTON, MA, US$5,360
Paid GrantMETROWEST NONPROFIT NETWORKCOMMUNITYPUBLIC CHARITYFRAMINGHAM, MA, US$5,000
Paid GrantWAYSIDE YOUTH & FAMILY SUPPORT NETWORKCY&FPUBLIC CHARITYFRAMINGHAM, MA, US$5,000
Paid GrantGAINING GROUND INCSUDBURYPUBLIC CHARITYCONCORD, MA, US$5,000
Paid GrantAMERICAN UNIVERSITYSCHOLARSHIPPUBLIC CHARITYWASHINGTON, DC, US$5,000
Paid GrantBATES COLLEGESCHOLARSHIPPUBLIC CHARITYLEWISTON, ME, US$5,000
Paid GrantBENTLEY UNIVERSITYSCHOLARSHIPPUBLIC CHARITYWALTHAM, MA, US$5,000
Paid GrantBOSTON COLLEGESCHOLARSHIPPUBLIC CHARITYCHESTNUT HILL, MA, US$5,000
Paid GrantBOSTON COLLEGESCHOLARSHIPPUBLIC CHARITYCHESTNUT HILL, MA, US$5,000
Paid GrantBOSTON UNIVERSITYSCHOLARSHIPPUBLIC CHARITYBOSTON, MA, US$5,000
Paid GrantBOSTON UNIVERSITYSCHOLARSHIPPUBLIC CHARITYBOSTON, MA, US$5,000
Paid GrantBOSTON UNIVERSITYSCHOLARSHIPPUBLIC CHARITYBOSTON, MA, US$5,000
Paid GrantBOSTON UNIVERSITYSCHOLARSHIPPUBLIC CHARITYBOSTON, MA, US$5,000
Paid GrantBRIGHAM YOUNG UNIVERSITYSCHOLARSHIPPUBLIC CHARITYPROVO, UT, US$5,000
Paid GrantBROWN UNIVERSITYSCHOLARSHIPPUBLIC CHARITYPROVIDENCE, RI, US$5,000
Paid GrantBRYN MAWR COLLEGESCHOLARSHIPPUBLIC CHARITYBRYN MAWR, PA, US$5,000
Paid GrantCASE WESTERN RESERVE UNIVERSITYSCHOLARSHIPPUBLIC CHARITYCHESTERTON, IN, US$5,000
Paid GrantCOLGATE UNIVERSITYSCHOLARSHIPPUBLIC CHARITYHAMILTON, NY, US$5,000
Paid GrantCOLUMBIA UNIVERSITYSCHOLARSHIPPUBLIC CHARITYNEW YORK, NY, US$5,000
Paid GrantCONNECTICUT COLLEGESCHOLARSHIPPUBLIC CHARITYNEW LONDON, CT, US$5,000
Paid GrantDARTMOUTH COLLEGESCHOLARSHIPPUBLIC CHARITYHANOVER, NH, US$5,000
Paid GrantEMORY UNIVERSITYSCHOLARSHIPPUBLIC CHARITYATLANTA, GA, US$5,000
Paid GrantFRAMINGHAM STATE UNIVERSITYSCHOLARSHIPPUBLIC CHARITYFRAMINGHAM, MA, US$5,000
Paid GrantFRAMINGHAM STATE UNIVERSITYSCHOLARSHIPPUBLIC CHARITYFRAMINGHAM, MA, US$5,000
Paid GrantGEORGE WASHINGTON UNIVERSITYSCHOLARSHIPPUBLIC CHARITYWASHINGTON, DC, US$5,000
Paid GrantGEORGE WASHINGTON UNIVERSITYSCHOLARSHIPPUBLIC CHARITYWASHINGTON, DC, US$5,000
Paid GrantGEORGIA INSTITUTE OF TECHNOLOGYSCHOLARSHIPPUBLIC CHARITYATLANTA, GA, US$5,000
Paid GrantGETTYSBURG COLLEGESCHOLARSHIPPUBLIC CHARITYGETTYSBURG, PA, US$5,000
Paid GrantHOFSTRA UNIVERSITYSCHOLARSHIPPUBLIC CHARITYHEMPSTEAD, NY, US$5,000
Paid GrantLEHIGH UNIVERSITYSCHOLARSHIPPUBLIC CHARITYBETHLEHEM, PA, US$5,000
Paid GrantLOYOLA UNIVERSITYSCHOLARSHIPPUBLIC CHARITYBALTIMORE, MD, US$5,000
Paid GrantMASS COLLEGE OF ARTSCHOLARSHIPPUBLIC CHARITYBOSTON, MA, US$5,000
Paid GrantMASSACHUSETTS INSTITUTE OF TECHNOLOGYSCHOLARSHIPPUBLIC CHARITYCAMBRIDGE, MA, US$5,000
Paid GrantMCGILL UNIVERSITYSCHOLARSHIPPUBLIC CHARITYMONTREAL, QUEBEC, CA$5,000
Paid GrantMIDDLEBURY COLLEGESCHOLARSHIPPUBLIC CHARITYMIDDLEBURY, VT, US$5,000
Paid GrantNEW YORK UNIVERSITYSCHOLARSHIPPUBLIC CHARITYNEW YORK, NY, US$5,000
Paid GrantNORTHEASTERN UNIVERSITYSCHOLARSHIPPUBLIC CHARITYBOSTON, MA, US$5,000
Paid GrantNORTHEASTERN UNIVERSITYSCHOLARSHIPPUBLIC CHARITYBOSTON, MA, US$5,000
Paid GrantNOTRE DAME UNIVERSITYSCHOLARSHIPPUBLIC CHARITYNOTRE DAME, IN, US$5,000
Paid GrantNOTRE DAME UNIVERSITYSCHOLARSHIPPUBLIC CHARITYNOTRE DAME, IN, US$5,000
Paid GrantPOINT PARK UNIVERSITYSCHOLARSHIPPUBLIC CHARITYPITTSBURGH, PA, US$5,000
Paid GrantPROVIDENCE COLLEGESCHOLARSHIPPUBLIC CHARITYPROVIDENCE, RI, US$5,000
Paid GrantSTANFORD UNIVERSITYSCHOLARSHIPPUBLIC CHARITYSTANFORD, CA, US$5,000
Paid GrantTUFTS UNIVERSITYSCHOLARSHIPPUBLIC CHARITYMEDFORD, MA, US$5,000
Paid GrantTUFTS UNIVERSITYSCHOLARSHIPPUBLIC CHARITYMEDFORD, MA, US$5,000
Paid GrantTULANE UNIVERSITYSCHOLARSHIPPUBLIC CHARITYNEW ORLEANS, LA, US$5,000
Paid GrantUNION COLLEGESCHOLARSHIPPUBLIC CHARITYSCHENECTADY, NY, US$5,000
Paid GrantUNIVERSITY OF CALIFORNIA BERKELEYSCHOLARSHIPPUBLIC CHARITYBERKELEY, CA, US$5,000
Paid GrantUNIVERSITY OF DENVERSCHOLARSHIPPUBLIC CHARITYDENVER, CO, US$5,000
Paid GrantUNIVERSITY OF MAINE ORONOSCHOLARSHIPPUBLIC CHARITYORONO, ME, US$5,000
Paid GrantUNIVERSITY OF MASSACHUSETTS AMHERSTSCHOLARSHIPPUBLIC CHARITYAMHERST, MA, US$5,000
Paid GrantUNIVERSITY OF MASSACHUSETTS AMHERSTSCHOLARSHIPPUBLIC CHARITYAMHERST, MA, US$5,000
Paid GrantUNIVERSITY OF MIAMISCHOLARSHIPPUBLIC CHARITYCORAL GABLES, FL, US$5,000
Paid GrantUNIVERSITY OF MIAMISCHOLARSHIPPUBLIC CHARITYCORAL GABLES, FL, US$5,000
Paid GrantUNIVERSITY OF MICHIGANSCHOLARSHIPPUBLIC CHARITYANN ARBOR, MI, US$5,000
Paid GrantUNIVERSITY OF NEW HAMPSHIRESCHOLARSHIPPUBLIC CHARITYDURHAM, NH, US$5,000
Paid GrantUNIVERSITY OF PENNSYLVANIASCHOLARSHIPPUBLIC CHARITYPHILADELPHIA, PA, US$5,000
Paid GrantUNIVERSITY OF ROCHESTERSCHOLARSHIPPUBLIC CHARITYROCHESTER, NY, US$5,000
Paid GrantUNIVERSITY OF TORONTOSCHOLARSHIPPUBLIC CHARITYTORONTO, ONTARIO, CA$5,000
Paid GrantWAKE FOREST UNIVERSITYSCHOLARSHIPPUBLIC CHARITYWINSTONSALEM, NC, US$5,000
Paid GrantWASHINGTON UNIVERSITY IN ST LOUISSCHOLARSHIPPUBLIC CHARITYST LOUIS, MO, US$5,000
Paid GrantWESLEYAN UNIVERSITYSCHOLARSHIPPUBLIC CHARITYMIDDLETOWN, CT, US$5,000
Paid GrantBIRTHDAY WISHES INCCY&FPUBLIC CHARITYNEWTON, MA, US$4,750
Paid GrantCOMMONWEALTH SHAKESPEARE COSCHOLARSHIPPUBLIC CHARITYBABSON PARK, MA, US$3,000
Paid GrantBOSTON UNIVERSITYSCHOLARSHIPPUBLIC CHARITYBOSTON, MA, US$2,600
Paid GrantBRANDEIS UNIVERSITYSCHOLARSHIPPUBLIC CHARITYWALTHAM, MA, US$2,500
Paid GrantMIDDLEBURY COLLEGESCHOLARSHIPPUBLIC CHARITYMIDDLEBURY, VT, US$2,500
Paid GrantYESTERMORROW DESIGNBUILD SCHOOLSCHOLARSHIPPUBLIC CHARITYWAITSFIELD, VT, US$2,330
Paid GrantUNIVERSITY OF MIAMISCHOLARSHIPPUBLIC CHARITYCORAL GABLES, FL, US$2,300
Paid GrantA BROADER VIEWSCHOLARSHIPPUBLIC CHARITYELKINS PARK, PA, US$1,965
Paid GrantMETROWEST VISITORS BUREAUCOMMUNITYPUBLIC CHARITYFRAMINGHAM, MA, US$1,500
Filing and Contact Details

Filer

Filer Name
The Sudbury Foundation
EIN
04-6037026
Phone
9784430849
Address
326 CONCORD RD, SUDBURY, MA 01776

Signing Officer

Name
Sharon Driscoll
Title
Trustee
Phone
9784430849
Signed
2017-06-29
Discuss with paid preparer
Yes

Preparer

Firm
Alexander Aronson Finning & Co Pc
Address
21 EAST MAIN STREET, WESTBOROUGH, MA 01581
Preparer
David Kelleher CPA
Phone
5083669100
Raw XML AppendixShowing 400 of 1,347 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
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01944
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt07544196
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1PRIVATE EQUITY FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2REAL ESTATE INVESTMENT TRUST FUND
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0449301
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt04156
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt033754
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt019926
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt053680
IRS990PF/FMVAssetsEOYAmt031367331
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02307
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt02404
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt06301
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt08588
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt06301
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt06301
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt015209
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt015209
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05961397
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt07544196
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt07544196
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0255000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt040000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0216388
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IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01088657
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt022220065
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IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt033754
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt031367331
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt031367331
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt085890
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt031367331
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IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt031281441
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt029352878
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt5130096
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt59375
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BANK OF AMERICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MINER CRARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STEPHEN RICHMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SUSAN IULIANO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JILL STANSKY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5MARILYN MARTINO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE/CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0MA1-225-04-02 225 FRANKLIN STREET
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2326 CONCORD ROAD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4326 CONCORD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5326 CONCORD ROAD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SUDBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SUDBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SUDBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SUDBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5SUDBURY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5MA
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01481959
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01451813
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047481
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.041384
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047572
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.049890
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050740
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt09963
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt029630784
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt030990150
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt033019209
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt031649755
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt028907288
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt028612812
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01374319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.237406
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01374319
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01374319
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01374319
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0GRANGE RENTAL FEES FOR COMMUNITY GROUPS
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BANK OF AMERICA PHIL MGMT GROUP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0225 FRANKLIN STREET MA1-225-04-02
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06174345669
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.SUDBURYFOUNDATION.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION FORMS ARE AVAILABLE ON OUR WEBSITE WWW.SUDBURYFOUNDATION.ORG UNDER THE GRANT PROGRAMS TAB.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MARILYN MARTINO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09784430849
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0326 CONCORD ROAD
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001776
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PLEASE REFER TO OUR WEBSITE WWW.SUDBURYFOUNDATION.ORG UNDER THE GRANT PROGRAMS TAB.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0PLEASE REFER TO OUR WEBSITE WWW.SUDBURYFOUNDATION.ORG UNDER THE GRANT PROGRAMS TAB.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05360
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1420600
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt166200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1750000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt195000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2525000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2625000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2725000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2840000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2925000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3230000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3312000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3550000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3718000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt385000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt395000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt405000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt415000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt435000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt442600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt455000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt465000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt475000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt482500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt495000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt505000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt515000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt525000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt535000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt545000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt553000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt565000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt575000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt585000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt595000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt605000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt615000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt625000

Document Assets

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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