Civic Intelligence

Sudbury Charitable Trust

990 • Fiscal year 2025 • EIN 20-1110773

Oct 01, 2024 to Sep 30, 2025 • Filed on Jan 09, 2026

Organization ProfileN/A
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

19th percentile

0.00x

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

87th percentile

39%

Higher net margin than 87% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

49th percentile

$49,490

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

51st percentile

4.2%

Faster asset growth than 51% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

91st percentile

73%

Faster revenue growth than 91% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$4,636,138

Up $187,669 (+4.2%) from 2024

Net Assets

Up

$4,636,138

Up $187,669 (+4.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin87th percentile

Revenue

Up

$487,950

Up $205,345 (+73%) from 2024

Expenses

Up

$298,865

Up $26,805 (+9.9%) from 2024

Net Income

Up

$189,085

Up $178,540 (+1693%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

2025

Assets$4,636,138
Liabilities$0
Net Assets$4,636,138
Open 2025 Filing

Operations Trend

Revenue Growth91st percentile

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

2025

Revenue$487,950
Expenses$298,865
Net Income$189,085
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 9, 2026
Return Version
2024v5.2
Gross Receipts
$1,009,276
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$4,448,469$4,636,138▲ $187,669
Investments in Publicly Traded Securities$4,379,944$4,556,320▲ $176,376
Savings and Temporary Cash Investments$68,525$79,818▲ $11,293
Total Assets$4,448,469$4,636,138▲ $187,669
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,448,469$4,636,138▲ $187,669
Total Liabilities and Net Assets / Fund Balance$4,448,469$4,636,138▲ $187,669
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Northern Trust CompanyTrusteeFT$49,490$49,490
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$487,950
Other Revenue
$0
Change in Net Assets
$189,085
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$246,820
Salaries, Compensation, and Employee Benefits$49,490
Other Expenses$2,555
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$246,820--$246,820
Current Officers, Directors, Trustees, and Key Employees$30,552$18,938-$49,490
Fees for Services Accounting$450$450-$900
Other Expenses$15$40-$40
Total Functional Expenses$277,837$21,028$0$298,865
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sterling Rock Falls Community TrustGalesburg, IL501(c)(3)General Support$164,552
Knox CollegeGalesburg, IL501(c)(3)General Support$82,268
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
2026-01-09
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
0
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

“2023 transactions posted in 2024 $199; 2024 transactions posted in 2025 $(232); return of capital adjustment $(347); rounding $6, cost basis adjustment $(1,042)”

Raw XML AppendixShowing 400 of 440 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.

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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt05959998
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt097202
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt089400
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt06382942
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt05870598
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0223403
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0205471
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt06480144
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt05959998
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0223403
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0205471
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0366217952
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0164552
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt182268
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0STERLING ROCK FALLS COMMUNITY TRUST
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1KNOX COLLEGE
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IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0246820
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IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0164552
IRS990ScheduleI/RecipientTable/CashGrantAmt182268
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
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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/ExplanationTxt42023 TRANSACTIONS POSTED IN 2024 $199; 2024 TRANSACTIONS POSTED IN 2025 $(232); RETURN OF CAPITAL ADJUSTMENT $(347); ROUNDING $6, COST BASIS ADJUSTMENT $(1,042)
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
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0STERLING ROCK FALL COMMUNITY TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1KNOX COLLEGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0366217952
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1370673513
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c) (3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c) (3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SCHOOL
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IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04448469
IRS990/TotalAssetsEOYAmt04636138
IRS990/TotalAssetsGrp/BOYAmt04448469
IRS990/TotalAssetsGrp/EOYAmt04636138
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021028
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0277837
IRS990/TotalFunctionalExpensesGrp/TotalAmt0298865
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IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalRevenueGrp/ExclusionAmt0487950
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0487950

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,636,138
Liabilities
$0
Net assets
$4,636,138
Revenue
$487,950
Expenses
$298,865
Net income
$189,085
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
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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