Civic Intelligence

The Sudbury Foundation

990T • Fiscal year 2020 • EIN 04-6037026

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 23, 2021

Organization Profile

View Organization Page

326 Concord RdSudbury, MA 01776

(978) 443-0849

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

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

Latest loaded filing

2024

Assets$36,890,846
Liabilities$827,322
Net Assets$36,063,524
Open 2024 Filing

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

Latest loaded filing

2024

Revenue$2,075,407
Expenses$2,719,567
Net Income-$644,160
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 23, 2021
Return Version
2020v1.1
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
Dian Quinn
Title
Trustee
Phone
9784430849
Signed
2021-06-23
Discuss with paid preparer
Yes

Preparer

Firm
Aafcpas Inc
Address
50 WASHINGTON STREET, WESTBOROUGH, MA 01581
Preparer
Courtney Mcfarland CPA
Phone
5083669100
Raw XML Appendix88 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
IRS990T/BooksInCareOfDetail/PersonNm0BANK OF AMERICA PHIL MGMT GROUP
IRS990T/BooksInCareOfDetail/PhoneNum06174346454
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0225 FRANKLIN STREET MA1-225-04-02
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd002110
IRS990T/BookValueAssetsEOYAmt037629681
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
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IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt01799
IRS990T/OverpaymentSection/OverpaymentAmt01799
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt01799
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0900003
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
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IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0ACTIVITY FROM INVESTMENT PORTFOLIO
IRS990TScheduleA/UBIBeforeNOLDedAmt00
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt01799
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DIAN QUINN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09784430849
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SUDBURY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUDB
ReturnHeader/Filer/EIN0046037026
ReturnHeader/Filer/PhoneNum09784430849
ReturnHeader/Filer/USAddress/AddressLine1Txt0326 CONCORD RD
ReturnHeader/Filer/USAddress/CityNm0SUDBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001776
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042571780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AAFCPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 WASHINGTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTBOROUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001581
ReturnHeader/PreparerPersonGrp/PhoneNum05083669100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0COURTNEY MCFARLAND CPA
ReturnHeader/ReturnTs02021-08-04T12:29:37-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0QUINN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
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
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
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