Civic Intelligence

Sudbury Charitable Trust

990 • Fiscal year 2024 • EIN 20-1110773

Oct 01, 2023 to Sep 30, 2024 • Filed on Jan 21, 2025

PO Box 803878Chicago, IL 60680

(312) 630-6000

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

48th percentile

3.7%

Higher net margin than 48% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$44,950

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

38th percentile

0.2%

Faster asset growth than 38% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

270%

Faster revenue growth than 96% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$4,448,469

Up $10,613 (+0.2%) from 2023

Net Assets

Up

$4,448,469

Up $10,613 (+0.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$282,605

Up $206,323 (+270%) from 2023

Expenses

Up

$272,060

Up $106,117 (+64%) from 2023

Net Income

Up

$10,545

Up $100,206 (+112%) from 2023

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2013: $3,410,135Liabilities 2013: $0Net Assets 2013: $3,410,1352013Assets 2014: $3,372,431Liabilities 2014: $0Net Assets 2014: $3,372,4312014Assets 2015: $3,437,213Liabilities 2015: $0Net Assets 2015: $3,437,2132015Assets 2016: $4,190,011Liabilities 2016: $0Net Assets 2016: $4,190,0112016Assets 2017: $4,277,934Liabilities 2017: $0Net Assets 2017: $4,277,9342017Assets 2018: $4,522,083Liabilities 2018: $0Net Assets 2018: $4,522,0832018Assets 2019: $4,383,746Liabilities 2019: $0Net Assets 2019: $4,383,7462019Assets 2020: $4,382,450Liabilities 2020: $0Net Assets 2020: $4,382,4502020Assets 2021: $4,411,733Liabilities 2021: $0Net Assets 2021: $4,411,7332021Assets 2022: $4,528,451Liabilities 2022: $0Net Assets 2022: $4,528,4512022Assets 2023: $4,437,856Liabilities 2023: $0Net Assets 2023: $4,437,8562023Assets 2024: $4,448,469Liabilities 2024: $0Net Assets 2024: $4,448,4692024Assets 2025: $4,636,138Liabilities 2025: $0Net Assets 2025: $4,636,1382025

Highlighted filing

2024

Assets$4,448,469
Liabilities$0
Net Assets$4,448,469

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $255,727Expenses 2013: $220,070Net Income 2013: $35,6572013Revenue 2014: $200,171Expenses 2014: $237,011Net Income 2014: -$36,8402014Revenue 2015: $174,321Expenses 2015: $109,257Net Income 2015: $65,0642015Revenue 2016: $1,010,835Expenses 2016: $288,116Net Income 2016: $722,7192016Revenue 2017: $218,277Expenses 2017: $129,669Net Income 2017: $88,6082017Revenue 2018: $381,679Expenses 2018: $137,515Net Income 2018: $244,1642018Revenue 2019: $187,095Expenses 2019: $324,859Net Income 2019: -$137,7642019Revenue 2020: $149,389Expenses 2020: $149,443Net Income 2020: -$542020Revenue 2021: $309,095Expenses 2021: $279,270Net Income 2021: $29,8252021Revenue 2022: $271,378Expenses 2022: $153,820Net Income 2022: $117,5582022Revenue 2023: $76,282Expenses 2023: $165,943Net Income 2023: -$89,6612023Revenue 2024: $282,605Expenses 2024: $272,060Net Income 2024: $10,5452024Revenue 2025: $487,950Expenses 2025: $298,865Net Income 2025: $189,0852025

Highlighted filing

2024

Revenue$282,605
Expenses$272,060
Net Income$10,545
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jan 21, 2025
Return Version
2023v6.0
Gross Receipts
$790,870
Mission and Program Overview

Mission

To support the organizations listed in schedule a part i

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$4,437,856$4,448,469▲ $10,613
Investments in Publicly Traded Securities$4,199,476$4,379,944▲ $180,468
Savings and Temporary Cash Investments$238,380$68,525▼ $169,855
Total Assets$4,437,856$4,448,469▲ $10,613
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,437,856$4,448,469▲ $10,613
Total Liabilities and Net Assets / Fund Balance$4,437,856$4,448,469▲ $10,613
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Northern Trust CompanyTrusteeFT$44,950$44,950
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$282,605
Other Revenue
$0
Change in Net Assets
$10,545
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$222,757
Salaries, Compensation, and Employee Benefits$44,950
Other Expenses$4,353
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$222,757--$222,757
Current Officers, Directors, Trustees, and Key Employees-$44,950-$44,950
Fees for Services Accounting-$3,000-$3,000
Other Expenses-$24-$24
Total Functional Expenses$222,757$49,303$0$272,060
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sterling Rock Falls Community TrustGalesburg, IL501(c)(3)General Support$148,510
Knox CollegeGalesburg, IL501(c)(3)General Support$74,248
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

The organization had no committees

Form 990, Page 6, Part VI, Line 11-description of Process for Review

Copy of tax return sent to trustee for review and comment

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

ANNUAL ACKNOWLEDGEMENT

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Sudbury Charitable Trust
EIN
20-1110773
Phone
3126306000
Address
PO BOX 803878, CHICAGO, IL 60680

Signing Officer

Name
The Northern Trust Company
Title
Trustee
Phone
3126306000
Signed
2025-01-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Same as C Above
Formed
2002
Legal Domicile
Il
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jason Belot
Phone
3128792000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

Cost Basis Adjustment is $ (406.59), Return of Capital Adjustment is $ (261.94), 2022 Transaction Posted in 2023 is $ 915.01, 2023 Transaction Posted in 2024 is $ (157.30), Adjustment to Income is $ (22.19)

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SEE ATTACHED
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SEE ATTACHED
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE SUDBURY CHARITABLE TRUST (THE "TRUST") FAILED TO DISTRIBUTE $105,080 BEFORE 9/30/2018, IN ACCORDANCE WITH TREASURY REGULATION SECTION 1.509(a)-4(i)(5)(ii), BECAUSE THE NORTHERN TRUST COMPANY ("NORTHERN"), THE SOLE TRUSTEE, HAD NOT YET CREATED PROCEDURES TO COMPLY WITH THE NEW REQUIREMENTS UNDER THE REVISED REGULATIONS. INSTEAD, THE TRUST PROPERLY PAID OUT THE NET
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3INCOME DISTRIBUTABLE UNDER THE TERMS OF THE GOVERNING INSTRUMENT PRIOR TO 9/30/2017, BUT FAILED TO CALCULATE THE DIFFERENCE BETWEEN THAT AND THE "DISTRIBUTABLE AMOUNT" AS DEFINED IN TREASURY REGULATION SECTION 1.509(a)-4t(i)(5)(ii)(B). HOWEVER, IN CONNECTION WITH THE PREPARATION OF THIS NEW SCHEDULE A, NORTHERN'S TAX DEPARTMENT RECOGNIZED THE NEED TO HAVE SYSTEMATIC PROCEDURES FOR
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4COMPLIANCE WITH THE NEW REQUIREMENT, AND HAS IMPLEMENTED PROCEDURES SIMILAR TO THOSE USED FOR THE PRIVATE FOUNDATIONS THAT NORTHERN ADMINISTERS. THE TRUST PAID OUT $110,219.61 LESS THAN 180 DAYS SINCE THE DISCOVERY OF THE UNDER DISTRIBUTION AND HENCEFORTH WILL TIMELY COMPLY WITH THE REQUIREMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5NORTHERN TRUST MAINTAINED A CLOSE AND CONTINUOUS RELATIONSHIP VIA COMMUNICATION EITHER BY EMAIL, PHONE AND FACE TO FACE MEETINGS WITH THE PORTFOLIO MANAGER, CLIENT ADVISOR AND/OR MANAGING DIRECTOR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt6REPRESENTATIVES OF THE TRUSTEE AND THE SUPPORTED ORGANIZATION(S) HAVE PERIODIC TELEPHONE MEETINGS DURING WHICH QUESTIONS AND CONCERNS ARE ADDRESSED. THE TERMS OF THE DISTRIBUTIONS ARE DETERMINED BY THE TRUST DOCUMENT. NORTHERN TRUST PROVIDES THE SUPPORTED ORGANIZATION(S) WITH REGULAR INVESTMENT STATEMENTS, ETC.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt7THE SUDBURY CHARITABLE TRUST (THE TRUST) FAILED TO DISTRIBUTE $46,954 FOR YEARS PRIOR TO 2020, IN ACCORDANCE WITH TREASURY REGULATION SECTION 1.509(A)-4(I)(5)(II), BECAUSE THE NORTHERN TRUST COMPANY (NORTHERN), THE SOLE TRUSTEE, HAD NOT YET CREATED PROCEDURES TO COMPLY WITH THE NEW REQUIREMENTS UNDER THE REVISED REGULATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt8INSTEAD, THE TRUST PROPERLY PAID OUT THE NET INCOME DISTRIBUTABLE UNDER THE TERMS OF THE GOVERNING INSTRUMENT PRIOR SEPTEMBER 30, 2021, BUT FAILED TO CALCULATE THE DIFFERENCE BETWEEN THAT AND THE DISTRIBUTABLE AMOUNT AS DEFINED IN TREASURY REGULATION SECTION 1.509(A)-4(I)(5)(II)(B).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt9HOWEVER, IN CONNECTION WITH THE PREPARATION OF THIS NEW SCHEDULE A, THE NORTHERN TAX DEPARTMENT RECOGNIZED THE NEED TO HAVE SYSTEMATIC PROCEDURES FOR COMPLIANCE WITH THE NEW REQUIREMENT, AND HAS IMPLEMENTED PROCEDURES SIMILAR TO THOSE USED FOR THE PRIVATE FOUNDATIONS THAT NORTHERN ADMINISTERS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt10THE REASONABLE CAUSE EXCEPTION UNDER TREASURY REGULATION SECTION 1.509(A)-4(I)(5)(II)(F) STATES AN ORGANIZATION THAT FAILS TO DISTRIBUTE ITS DISTRIBUTABLE AMOUNT WILL NOT BE CLASSIFIED AS A PRIVATE FOUNDATION FOR THE YEAR OF THE FAILURE IF THE ORGANIZATION ESTABLISHES TO THE SATISFACTION OF THE IRS THAT:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt11(1) THE FAILURE WAS DUE TO UNFORESEEN EVENTS OR CIRCUMSTANCES BEYOND ITS CONTROL, A CLERICAL ERROR, OR AN INCORRECT VALUATION OF ASSETS; (2) THE FAILURE WAS DUE TO REASONABLE CAUSE AND NOT TO WILLFUL NEGLECT;
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt12AND (3) THE DISTRIBUTION REQUIREMENT IS MET WITHIN 180 DAYS AFTER THE ORGANIZATION IS FIRST ABLE TO DISTRIBUTE ITS DISTRIBUTABLE AMOUNT NOTWITHSTANDING THE UNFORESEEN EVENTS OR CIRCUMSTANCES, OR WITHIN 180 DAYS AFTER THE CLERICAL ERROR OR INCORRECT VALUATION WAS OR SHOULD HAVE BEEN DISCOVERED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt13AS ESTABLISHED ABOVE, THE UNDERDISTRIBUTION WAS DUE TO REASONABLE CAUSE AND NOT TO WILLFUL NEGLECT. THE TRUST WILL PAY OUT THE UNDERDISTRIBUTION IN LESS THAN 180 DAYS SINCE THE DISCOVERY OF THE UNDERDISTRIBUTION AND HENCEFORTH WILL TIMELY COMPLY WITH THE DISTRIBUTABLE AMOUNT REQUIREMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt14THE UNDERDISTRIBUTION WAS DUE TO REASONABLE CAUSE AND NOT TO WILLFUL NEGLECT. THE TRUST WILL PAY OUT THE UNDERDISTRIBUTION IN LESS THAN 180 DAYS SINCE THE DISCOVERY OF THE UNDERDISTRIBUTION AND HENCEFORTH WILL TIMELY COMPLY WITH THE DISTRIBUTABLE AMOUNT REQUIREMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0LINE 2 & 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1LINE 6iii
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2LINE 2ii
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3LINE 2ii
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4LINE 2ii
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc6PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc7PART V, SCH E, LINES 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc8CONT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc9CONT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc10CONT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc11CONT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc12CONT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc13CONT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc14PART V, SECTION E, LINE 6
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt05959998
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt05568886
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt05959998
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt05568886
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt089400
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt083533
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt05870598
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt05485353
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0205471
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0191987
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt05959998
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt05568886
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0205471
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0191987
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0366217952
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1370673513
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0148510
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt174248
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0STERLING ROCK FALLS COMMUNITY TRUST
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1KNOX COLLEGE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0222758
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0148510
IRS990ScheduleI/RecipientTable/CashGrantAmt174248
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0STERLING ROCK FALLS COMMUNITY TRUST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1KNOX COLLEGE
IRS990ScheduleI/RecipientTable/RecipientEIN0366217952
IRS990ScheduleI/RecipientTable/RecipientEIN1370673513
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02 E SOUTH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12 E SOUTH ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GALESBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm1GALESBURG
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd061401
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd161401
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MEETINGS AT LEAST ANNUALLY WITH SUPPORTED ORGANIZATIONS
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAD NO COMMITTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPY OF TAX RETURN SENT TO TRUSTEE FOR REVIEW AND COMMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL ACKNOWLEDGEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Cost Basis Adjustment is $ (406.59), Return of Capital Adjustment is $ (261.94), 2022 Transaction Posted in 2023 is $ 915.01, 2023 Transaction Posted in 2024 is $ (157.30), Adjustment to Income is $ (22.19)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04437856
IRS990/TotalAssetsEOYAmt04448469
IRS990/TotalAssetsGrp/BOYAmt04437856
IRS990/TotalAssetsGrp/EOYAmt04448469
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt049303
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0222757
IRS990/TotalFunctionalExpensesGrp/TotalAmt0272060
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04437856
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04448469
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0222758
IRS990/TotalReportableCompFromOrgAmt044950
IRS990/TotalRevenueGrp/ExclusionAmt0282605
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0282605
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04437856
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04448469
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THE NORTHERN TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03126306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUDBURY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SUDB
ReturnHeader/Filer/EIN0201110773
ReturnHeader/Filer/PhoneNum03126306000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 803878
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060680
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.49$0.30$0.19
2024Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.28$0.27$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.44$0.00$4.44$0.08$0.17$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.53$0.00$4.53$0.27$0.15$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$0.00$4.41$0.31$0.28$0.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.38$0.00$4.38$0.15$0.15$0.00
2019Summary only. Only limited summary data is available for this year.$4.38$0.00$4.38$0.19$0.32$0.14
2018Summary only. Only limited summary data is available for this year.$4.52$0.00$4.52$0.38$0.14$0.24
2017Summary only. Only limited summary data is available for this year.$4.28$0.00$4.28$0.22$0.13$0.09
2016Summary only. Only limited summary data is available for this year.$4.19$0.00$4.19$1.01$0.29$0.72
2015Summary only. Only limited summary data is available for this year.$3.44$0.00$3.44$0.17$0.11$0.07
2014Summary only. Only limited summary data is available for this year.$3.37$0.00$3.37$0.20$0.24$0.04
2013Summary only. Only limited summary data is available for this year.$3.41$0.00$3.41$0.26$0.22$0.04