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Nonprofit · EIN 04-6037026

SUDBURY FOUNDATION

Tax-exempt · SUDBURY, MA 01776

Financials

$1.2M$2.5M2023$2.1M$2.7M2024
Revenue Expenses · by fiscal year end
Financials of SUDBURY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,075,407$2,719,567-$644,160$36,890,846$827,322$36,063,524
December 31, 2023990-PF$1,182,574$2,473,009-$1,290,435$35,452,264$548,167$34,904,097
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$851,133
Net gain from sales of assets
$1,215,163
Other income
$9,111

Expenses

Grants and similar amounts paid
$2,133,470
Compensation of officers, directors and key employees
$294,729
Salaries, compensation and benefits (total)
$91,480
Disbursements for charitable purposes
$2,258,720
Excise tax on investment income
$28,084

Balance sheet and other

Total assets, start of year
$35,452,264
Total assets, end of year
$36,890,846
Total liabilities, end of year
$827,322
Net assets, end of year
$36,063,524
Fair market value of assets
$36,890,846
Qualifying distributions
$2,358,720
Net investment income
$2,191,573

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-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
BANK OF AMERICA
MA1-225-04-02 225 FRANKLIN STREET, BOSTON, MA 02110
TRUSTEE0.75$148,089$0
SONIA SHAH
326 CONCORD ROAD, SUDBURY, MA 01776
EXECUTIVE DIRECTOR40$146,640$10,998
PATRICIA BRUNNER
326 CONCORD ROAD, SUDBURY, MA 01776
OPERATIONS MANAGER
Highest-paid employee
25$76,920$5,694
MINER CRARY
326 CONCORD ROAD, SUDBURY, MA 01776
TRUSTEE1.15$0$0
JILL STANSKY
326 CONCORD ROAD, SUDBURY, MA 01776
TRUSTEE/CHAIR1.15$0$0
TRACY STEWART
326 CONCORD ROAD, SUDBURY, MA 01776
TRUSTEE1.15$0$0
BILL SPENCER
326 CONCORD ROAD, SUDBURY, MA 01776
TRUSTEE1.15$0$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensationOther / benefits
SONIA SHAH
326 CONCORD ROAD, SUDBURY, MA 01776
EXECUTIVE DIRECTOR40$141,362$11,049
BANK OF AMERICA
MA1-225-04-02 225 FRANKLIN STREET, BOSTON, MA 02110
TRUSTEE0.75$136,521$0
PATRICIA BRUNNER
326 CONCORD ROAD, SUDBURY, MA 01776
OPERATIONS MANAGER
Highest-paid employee
30$74,187$5,796
MINER CRARY
326 CONCORD ROAD, SUDBURY, MA 01776
TRUSTEE1.15$0$0
JILL STANSKY
326 CONCORD ROAD, SUDBURY, MA 01776
TRUSTEE/CHAIR1.15$0$0
TRACY STEWART
326 CONCORD ROAD, SUDBURY, MA 01776
TRUSTEE1.15$0$0
BILL SPENCER
326 CONCORD ROAD, SUDBURY, MA 01776
TRUSTEE1.15$0$0

Address and contacts

Address (IRS master file)
326 CONCORD RD, SUDBURY, MA 01776-1819
In care of
% US TRUST
Signed the 990-PF
TORY OAK FOR BANK OF AMERICA, TRUSTEE
Phone
(978) 443-0849
Return prepared by
AAFCPAS INC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6037026
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1954
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$36,890,846
Income (IRS master file)
$6,916,259

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,075,407$2,719,567$36,890,846XML
990-TDecember 2024–––IRS
990-PFDecember 2023$1,182,574$2,473,009$35,452,264XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 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 04-6037026).

Questions about SUDBURY FOUNDATION

What is the EIN of SUDBURY FOUNDATION?
The employer identification number (EIN) of SUDBURY FOUNDATION is 04-6037026.
Is SUDBURY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
Are donations to SUDBURY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SUDBURY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SUDBURY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SUDBURY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of SUDBURY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 7 people; 3 received compensation from the organization, the highest $148,089 (BANK OF AMERICA, TRUSTEE).
How much revenue does SUDBURY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,075,407, expenses of $2,719,567 and total assets of $36,890,846 at year end.

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