Nonprofit · EIN 04-3022768
LINCOLN SUDBURY SCHOLARSHIP FUND INC
Also known as LINCOLN-SUDBURY
Tax-exempt · SUDBURY, MA 01776
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $329,727 | $232,868 | $96,859 | $2,959,812 | $33,200 | $2,926,612 |
| June 30, 2024 | 990 | $126,911 | $229,575 | -$102,664 | $2,972,664 | $196,100 | $2,776,564 |
| June 30, 2023 | 990 | $41,961 | $226,675 | -$184,714 | $2,813,782 | $201,025 | $2,612,757 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $80,447
- Program service revenue
- $0
- Investment income
- $249,280
- Net gain from sales of assets
- $121,223
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $192,400
- Compensation of officers, directors and key employees
- $23,000
- Salaries, compensation and benefits (total)
- $23,000
- Professional fundraising fees
- $0
- Accounting fees
- $4,175
- Program services (functional)
- $227,444
- Management and general (functional)
- $5,424
Balance sheet and other
- Total assets, start of year
- $2,972,664
- Total assets, end of year
- $2,959,812
- Total liabilities, end of year
- $33,200
- Net assets, end of year
- $2,926,612
- Publicly traded securities
- $2,812,921
- Net assets without donor restrictions
- $1,282,329
- Net assets with donor restrictions
- $1,644,283
- Gross receipts
- $1,367,796
- Employees
- 0
- Volunteers
- 14
- Year formed
- 1988
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTINA STANLEY | CLERK/SECRETARY Officer | 7 | $23,000 |
| EILEEN BERKEL | Director Trustee or director | 2 | $0 |
| JEFF COBB | Treasurer Officer | 10 | $0 |
| MARY MULLIN | President Officer | 5 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTINA STANLEY | CLERK/SECRETARY Officer | 7 | $18,000 |
| EILEEN BERKEL | MEMBER Trustee or director | 5 | $0 |
| PAUL BISSON | MEMBER Trustee or director | 5 | $0 |
| ELIZABETH SMITH | MEMBER Trustee or director | 5 | $0 |
| JEFF COBB | Treasurer Officer | 10 | $0 |
| MARY MULLIN | President Officer | 5 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTINA STANLEY | CLERK/SECRETARY Officer | 7 | $16,200 |
| EILEEN BERKEL | MEMBER Trustee or director | 5 | $0 |
| PAUL BISSON | MEMBER Trustee or director | 5 | $0 |
| ELIZABETH SMITH | MEMBER Trustee or director | 5 | $0 |
| JEFF COBB | Treasurer Officer | 10 | $0 |
| MARY MULLIN | President Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 390 LINCOLN RD, SUDBURY, MA 01776-1409
- Principal officer (990 for 2024)
- KRISTINA STANLEY, 29 Pond Circle, Mashpee, MA 02649
- Signed the 990
- KRISTINA STANLEY, CLERK/SECRETARY
- Phone
- (978) 443-9961
- Return prepared by
- Walsh & Associates PC
Mission
THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE SCHOLARSHIPS TO LINCOLN-SUDBURY HIGH SCHOOL STUDENTS BASED ON REQUIREMENTS AS SET BY THE BOARD AND THE BY-LAWS.
Program accomplishments
- 78 SCHOLARSHIPS AWARDED OF $192,400Expenses $227,444 · grants $192,400
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-3022768
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1989
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,959,812
- Income (IRS master file)
- $1,367,796
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $329,727 | $232,868 | $2,959,812 | XML |
| 990 | June 2024 | $126,911 | $229,575 | $2,972,664 | XML |
| 990 | June 2023 | $41,961 | $226,675 | $2,813,782 | XML |
| 990 | June 2022 | $224,338 | $223,041 | $2,741,256 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3022768).
Questions about LINCOLN SUDBURY SCHOLARSHIP FUND INC
- What is the EIN of LINCOLN SUDBURY SCHOLARSHIP FUND INC?
- The employer identification number (EIN) of LINCOLN SUDBURY SCHOLARSHIP FUND INC is 04-3022768.
- Is LINCOLN SUDBURY SCHOLARSHIP FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to LINCOLN SUDBURY SCHOLARSHIP FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LINCOLN SUDBURY SCHOLARSHIP FUND INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LINCOLN SUDBURY SCHOLARSHIP FUND INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LINCOLN SUDBURY SCHOLARSHIP FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LINCOLN SUDBURY SCHOLARSHIP FUND INC?
- The 990 for the year ended June 30, 2025 names KRISTINA STANLEY.
- Who are the officers and directors of LINCOLN SUDBURY SCHOLARSHIP FUND INC?
- The 990 for the year ended June 30, 2025 lists 4 people; 1 received compensation from the organization, the highest $23,000 (KRISTINA STANLEY, CLERK/SECRETARY).
- How much revenue does LINCOLN SUDBURY SCHOLARSHIP FUND INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $329,727, expenses of $232,868 and total assets of $2,959,812 at year end.
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