Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
THE SUDBURY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)326 CONCORD RD   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SUDBURY, MA01776
A Employer identification number

04-6037026
B Telephone number (see instructions)

(978) 443-0849
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$33,039,048J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 591,415 616,098  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,874,930
b Gross sales price for all assets on line 6a 16,014,370
7 Capital gain net income (from Part IV, line 2)... 1,933,667
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 4,012 1,652 0
12 Total. Add lines 1 through 11........ 2,470,357 2,551,417 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 237,542 103,849 0 133,693
14 Other employee salaries and wages...... 37,000 0 0 37,000
15 Pension plans, employee benefits....... 9,348 0 0 9,348
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 19,562 1,956 0 17,606
c Other professional fees (attach schedule).... Click to see attachment 5,987 0 0 5,987
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 44,308 526 0 11,604
19 Depreciation (attach schedule) and depletion... 21,710 0 0
20 Occupancy.............. 25,140 0 0 25,140
21 Travel, conferences, and meetings....... 1,616 0 0 1,617
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 22,840 12,610 0 22,840
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 425,053 118,941 0 264,835
25 Contributions, gifts, grants paid........ 1,281,635 1,101,635
26 Total expenses and disbursements. Add lines 24 and 25 1,706,688 118,941 0 1,366,470
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 763,669
b Net investment income (if negative, enter -0-) 2,432,476
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 13,566 9,768 9,768
2 Savings and temporary cash investments.......... 1,309,669 1,108,998 1,108,998
3 Accounts receivable bullet8,359
Less: allowance for doubtful accounts bullet   29,891 8,359 8,359
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 52,397 23,747 23,747
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........ 4,465,151 Click to see attachment6,742,915 6,742,915
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 25,914,165 Click to see attachment24,039,152 24,039,152
14 Land, buildings, and equipment: basis bullet1,277,650
Less: accumulated depreciation (attach schedule) bullet171,541 1,127,819 Click to see attachment1,106,109 1,106,109
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 32,912,658 33,039,048 33,039,048
Liabilities 17 Accounts payable and accrued expenses.......... 6,400 2,396
18 Grants payable.................. 95,000 275,000
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment81,996 Click to see attachment66,050
23 Total liabilities (add lines 17 through 22).......... 183,396 343,446
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 32,729,262 32,695,602
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 32,729,262 32,695,602
31 Total liabilities and net assets/fund balances (see instructions).. 32,912,658 33,039,048
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 32,729,262
2 Enter amount from Part I, line 27a..................... 2 763,669
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 33,492,931
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 797,329
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 32,695,602
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 16,014,370   14,080,703 1,933,667
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       1,933,667
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,933,667
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 1,505,639 31,649,755 0.047572
2012 1,442,193 28,907,288 0.049890
2011 1,451,813 28,612,812 0.050740
2010 1,107,126 26,687,801 0.041484
2009 1,179,769 23,950,337 0.049259
2 Total of line 1, column (d) ...................... 2 0.238945
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.047789
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 33,019,209
5 Multiply line 4 by line 3....................... 5 1,577,955
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 24,325
7 Add lines 5 and 6......................... 7 1,602,280
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,366,470
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 48,650
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 48,650
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 48,650
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 72,397
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 72,397
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 23,747
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet23,747 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.SUDBURYFOUNDATION.ORG
    14
    The books are in care ofbulletBANK OF AMERICA PHIL MGMT GROUP Telephone no.bullet (617) 434-5669
    Located atbullet225 FRANKLIN STREET MA1-225-04-02BOSTONMA ZIP+4bullet02110
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    BANK OF AMERICA NA TRUSTEE
    40.00     		103,849 0 0
    225 FRANKLIN STREET MA1-225-04-02
    BOSTON,MA02110
    RICHARD H DAVISON TRUSTEE
    4.00     		3,600 0 0
    326 CONCORD ROAD
    SUDBURY,MA01776
    SUSAN IULIANO TRUSTEE/CHAIRMAN
    8.00     		7,200 0 0
    326 CONCORD ROAD
    SUDBURY,MA01776
    JILL STANSKY TRUSTEE
    4.00     		3,600 0 0
    326 CONCORD ROAD
    SUDBURY,MA01776
    MARILYN MARTINO EXECUTIVE DIRECTOR
    40.00     		115,693 8,625 0
    326 CONCORD ROAD
    SUDBURY,MA01776
    MINER CRARY TRUSTEE
    4.00     		3,600 0 0
    326 CONCORD ROAD
    SUDBURY,MA01776
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    32,710,257
    b
    Average of monthly cash balances.......................
    1b
    779,677
    c
    Fair market value of all other assets (see instructions)................
    1c
    32,106
    d
    Total (add lines 1a, b, and c).........................
    1d
    33,522,040
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    33,522,040
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    502,831
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    33,019,209
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,650,960
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,650,960
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    48,650
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    48,650
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,602,310
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,602,310
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,602,310
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,366,470
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,366,470
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,366,470
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 1,602,310
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011....... 45,364
    d From 2012....... 53,574
    e From 2013.......  
    fTotal of lines 3a through e......... 98,938
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 1,366,470
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 1,366,470
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 98,938 98,938
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		136,902
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MARILYN MARTINO
    326 CONCORD ROAD
    SUDBURY,MA01776
    (978) 443-0849
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION FORMS ARE AVAILABLE ON OUR WEBSITE WWW.SUDBURYFOUNDATION.ORG UNDER THE GRANT PROGRAMS TAB.
    cAny submission deadlines:
    PLEASE REFER TO OUR WEBSITE WWW.SUDBURYFOUNDATION.ORG UNDER THE GRANT PROGRAMS TAB.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PLEASE REFER TO OUR WEBSITE WWW.SUDBURYFOUNDATION.ORG UNDER THE GRANT PROGRAMS TAB.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ASSOCIATED GRANT MAKERS
    133 FEDERAL STREET SUITE 802
    BOSTON,MA02110     		  PUBLIC CHARITY COMMUNITY 5,260
    APPALACHIAN MOUNTAIN CLUB
    5 JOY STREET
    BOSTON,MA02108     		  PUBLIC CHARITY CY&F 25,000
    ASSABET VALLEY COLLABORATIVE
    57 ORCHARD STREET
    MARLBOROUGH,MA01752     		  PUBLIC CHARITY CY&F 24,750
    BIG BROTHERS BIG SISTERS OF CMMW
    484 MAIN STREET SUITE 360
    WORCESTER,MA01608     		  PUBLIC CHARITY CY&F 25,000
    BOYS & GIRLS CLUB OF ASSABET VALLEY
    212 GREAT ROAD
    MAYNARD,MA01754     		  PUBLIC CHARITY CY&F 20,000
    BOYS & GIRLS CLUBS OF METROWEST
    169 PLEASANT STREET
    MARLBOROUGH,MA01752     		  PUBLIC CHARITY CY&F 53,825
    COMMUNITIES FOR RESTORATIVE JUSTICE
    219 WALDEN STREET PO BOX 65
    CONCORD,MA01742     		  PUBLIC CHARITY CY&F 14,500
    DANFORTH ART
    123 UNION AVENUE
    FRAMINGHAM,MA01702     		  PUBLIC CHARITY CY&F 24,500
    DISCOVERY MUSEUMS
    177 MAIN STREET
    ACTON,MA01720     		  PUBLIC CHARITY CY&F 50,000
    EMPLOYMENT OPTIONS INC
    82 BRIGHAM STREET
    MARLBOROUGH,MA01752     		  PUBLIC CHARITY CY&F 20,000
    FRAMINGHAM PUBLIC LIBRARYECAF
    49 LEXINGTON STREET
    FRAMINGHAM,MA01702     		  PUBLIC CHARITY CY&F 15,000
    INFANT AND TODDLER CHILDREN'S CENTER
    149 CENTRAL STREET
    ACTON,MA01720     		  PUBLIC CHARITY CY&F 10,000
    JEFF'S PLACE
    34 DELOSS STREET 2ND FLOOR
    FRAMINGHAM,MA01702     		  PUBLIC CHARITY CY&F 25,000
    JOHN ANDREW MAZIE MEMORIAL FOUNDATION
    1502 WISTERIA WAY
    WAYLAND,MA01778     		  PUBLIC CHARITY CY&F 4,500
    MASSACHUSETTS BAY COMMUNITY COLLEGE FOUNDATION
    50 OAKLAND STREET
    WELLESLEY,MA02481     		  PUBLIC CHARITY CY&F 25,000
    JRIMETRO WEST EMOTIONAL HEALTH AND SUBSTANCE ABUSE TASK FORCE
    160 GOULD STREET
    NEEDHAM,MA02494     		  PUBLIC CHARITY CY&F 1,000
    NATURE CONNECTION
    40 STOW STREET PO BOX 155
    CONCORD,MA01742     		  PUBLIC CHARITY CY&F 25,000
    ONE CAN HELP INC
    PO BOX 56
    NEWTON,MA02468     		  PUBLIC CHARITY CY&F 6,000
    PARTNERSHIPS FOR A SKILLED WORKFORCE INC
    420 LAKESIDE AVENUE SUITE 301
    MARLBOROUGH,MA01752     		  PUBLIC CHARITY CY&F 25,000
    REACH BEYOND DOMESTIC VIOLENCE
    PO BOX 540024
    WALTHAM,MA02454     		  PUBLIC CHARITY CY&F 17,480
    THE LEARNING CENTER FOR THE DEAF
    848 CENTRAL STREET
    FRAMINGHAM,MA01701     		  PUBLIC CHARITY CY&F 20,000
    WAYSIDE YOUTH & FAMILY SUPPORT NETWORK
    1 FREDERICK ABBOTT WAY
    FRAMINGHAM,MA01701     		  PUBLIC CHARITY CY&F 18,080
    COBSCOOK BAY RESOURCE CENTER
    4 FAVOR STREET
    EASTPORT,ME04631     		  PUBLIC CHARITY ENVIRONMENT 25,000
    NEW ENGLAND GRASSROOTS ENVIRONMENT FUND
    PO BOX 611
    NEWMARKET,NH03857     		  PUBLIC CHARITY ENVIRONMENT 40,000
    PENOBSCOT EAST RESOURCE CENTER
    PO BOX 27 13 ATLANTIC AVENUE
    STONINGTON,ME04681     		  PUBLIC CHARITY ENVIRONMENT 40,000
    FOUNDATION FOR METROWEST
    3 ELIOT STREET
    NATICK,MA01760     		  PUBLIC CHARITY SUDBURY 15,000
    GAINING GROUND INC
    PO BOX 374
    CONCORD,MA01741     		  PUBLIC CHARITY SUDBURY 5,000
    GOODNOW LIBRARY FOUNDATION INC
    21 CONCORD ROAD
    SUDBURY,MA01776     		  PUBLIC CHARITY SUDBURY 40,000
    LINCOLN-SUDBURY REGIONAL HIGH SCHOOL
    390 LINCOLN ROAD
    SUDBURY,MA01776     		  MUNICIPALITY SUDBURY 7,500
    LONGFELLOW'S WAYSIDE INN
    72 WAYSIDE INN ROAD
    SUDBURY,MA01776     		  PUBLIC CHARITY SUDBURY 100,000
    METROWEST LEGAL SERVICES
    63 FOUNTAIN STREET SUITE 304
    FRAMINGHAM,MA01702     		  PUBLIC CHARITY SUDBURY 2,500
    SMILE MASS INC
    66 DUDLEY ROAD
    SUDBURY,MA01776     		  PUBLIC CHARITY SUDBURY 5,000
    SUDBURY ANCIENT FYFE AND DRUM CO
    PO BOX 93
    SUDBURY,MA01776     		  PUBLIC CHARITY SUDBURY 3,000
    SUDBURY COMMUNITY FOOD PANTRY
    160 CONCORD ROAD
    SUDBURY,MA01776     		  PUBLIC CHARITY SUDBURY 500
    SUDBURY HISTORICAL SOCIETY
    322 CONCORD ROAD 2ND FLOOR TOWN
    SUDBURY,MA01776     		  PUBLIC CHARITY SUDBURY 50,000
    SUDBURY WAYLAND LINCOLN DOMESTIC VIOLENCE ROUNDTABLE
    PO BOX 543
    SUDBURY,MA01776     		  PUBLIC CHARITY SUDBURY 2,000
    SWEET INC
    21 WHITETAIL LANE
    SUDBURY,MA01776     		  PUBLIC CHARITY SUDBURY 1,050
    TOWN OF SUDBURY
    278 OLD SUDBURY ROAD
    SUDBURY,MA01776     		  MUNICIPALITY SUDBURY 5,000
    TOWN OF SUDBURY - COUNCIL ON AGING
    278 OLD SUDBURY ROAD
    SUDBURY,MA01776     		  MUNICIPALITY SUDBURY 18,000
    MOLLY BANKUTI
    170 HAYNES ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 3,190
    OLIVIA BANKUTI
    170 HAYNES ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    KATHERINE BARKER
    32 MOORE ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    JONATHAN CARBUTT
    157 MAYNARD ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    LIAM CARBUTT
    157 MAYNARD ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    JAMIE CHAREST
    50 NORMANDY DRIVE
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    CASSANDRA CHISLOM
    349 PARK STREET APT 3
    DORCHESTER,MA02124     		  INDIVIDUAL SCHOLARSHIP 5,000
    LAUREN CHUNIAS
    61 KING PHILIP ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    KASEY COLPITTS
    284 MOSSMAN ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    PATRICIA CORDISCHI
    178 WOODSIDE ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    ISAAC FELDBERG
    24 PEAKHAM ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    ANTHONY FOSCOLOS
    7 PRATTS MILL ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    NATHAN GALLOWAY
    11 ANTRIM ROAD
    FRAMINGHAM,MA01701     		  INDIVIDUAL SCHOLARSHIP 5,000
    SYDNEY GENEROSO
    6 COLBURN CIRCLE
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    MATTHEW GOFF
    18 LYNNE ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    KEVIN GORMAN
    15 WAKE ROBIN ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    MEGAN GREENLAW
    24 SADDLE RIDGE ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    MEGAN GRIFFIN
    7 ALLENE AVENUE
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    MADISON HEREL
    25 RAMBLING ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    AMANDA HUTCHINSON
    7 GRANT ROAD
    WESTBOROUGH,MA01581     		  INDIVIDUAL SCHOLARSHIP 7,500
    AMANDA IRVINE
    2 ELIOT ROAD
    NORTHBOROUGH,MA01532     		  INDIVIDUAL SCHOLARSHIP 5,000
    ANDREW JACOBS
    4 CROWN POINT ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    LAUREN JACOBS
    4 CROWN POINT ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    NATHANIEL JOHNSON
    11 OCTOBER ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    KRYSTAL KALLARACKAL
    405 PEAKHAM ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    RACHEL LAM
    1166 CHARMWOOD COURT
    SUNNYVALE,CA94089     		  INDIVIDUAL SCHOLARSHIP 2,500
    GUISEPPE LEONELLI
    148 HAYNES ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    EMILY LIANG
    7 BARTON DRIVE
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    YARASLAU LOBAN
    35 WELLS ROAD
    LINCOLN,MA01773     		  INDIVIDUAL SCHOLARSHIP 5,000
    RYAN MCAVOY
    9 MORGAN DRIVE UNIT 305
    NATICK,MA01760     		  INDIVIDUAL SCHOLARSHIP 5,000
    DEVON MCCANN
    60 HAYNES ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    HALEY NEIL
    34 MAPLE AVENUE
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    BRIAN POLLOCK
    16 LYMAN AVENUE
    HUDSON,MA01749     		  INDIVIDUAL SCHOLARSHIP 7,500
    JASON PORTER
    42 SURREY LANE
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    ROBYN RALLI
    561 HUDSON ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    ALEXANDRA RAMSAY
    15 CHURCHILL STREET
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    ANELISE RAMSAY
    15 CHURCHILL STREET
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    ROSEMARY RUST
    177 HAYNES ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    JACQUELINE SANDERSON
    15 SYCAMORE ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    VICTORIA SANDERSON
    15 SYCAMORE ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    FERGAL SEIFERTH
    11 LYMAN TERRACE
    WALTHAM,MA02452     		  INDIVIDUAL SCHOLARSHIP 5,000
    MATTHEW SHELLEY
    30 SAXONY DRIVE
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    RYAN SHELLEY
    30 SAXONY DRIVE
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    ANA SILVA
    4 RAYNOR ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    LAWRENCE STEVENSON
    127 WEST HIGH STREET
    AVON,MA02322     		  INDIVIDUAL SCHOLARSHIP 5,000
    REGAN STUBBS
    28 BENT BROOK ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    ERINA TARADAI
    43 WILLIS LAKE DRIVE
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    CECILIA THAI
    45 PINEWOOD AVENUE
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    KATHRYN THOMAS
    203 MARLBORO ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    VICTORIA VANARIA
    724 CONCORD ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    CAMERON WAGGENER
    61 MAYNARD FARM ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 6,500
    NEIL WEI
    45 OAKWOOD AVENUE
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    ALISHA WEINSTEIN
    42 VILLAGE ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    SUZANNE WEISBERG
    18 WHISPERING PINE ROAD
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    KATELYN WRIGHT
    19 LORING AVENUE
    MAYNARD,MA01754     		  INDIVIDUAL SCHOLARSHIP 5,000
    CONNOR YOUNG
    22 WITHERELL DRIVE
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    RYAN YOUNG
    22 WITHERELL DRIVE
    SUDBURY,MA01776     		  INDIVIDUAL SCHOLARSHIP 5,000
    Total .................................bullet 3a 1,101,635
    bApproved for future payment
    DISCOVERY MUSEUMS
    177 MAIN STREET
    ACTON,MA01720     		  PUBLIC CHARITY CY&F 100,000
    NEW ENGLAND GRASSROOTS ENVIRONMENT FUND
    PO BOX 611
    NEWMARKET,NH03857     		  PUBLIC CHARITY ENVIRONMENT 40,000
    GOODNOW LIBRARY FOUNDATION INC
    21 CONCORD ROAD
    SUDBURY,MA01776     		  PUBLIC CHARITY SUDBURY 35,000
    SUDBURY HISTORICAL SOCIETY
    322 CONCORD ROAD 2ND FLOOR TOWN
    HALL
    SUDBURY,MA01776     		  PUBLIC CHARITY SUDBURY 100,000
    Total .................................bullet 3b 275,000
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 591,415  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....     14 1,652  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 1,874,930  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aRENTAL FEES         2,360
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 2,467,997 2,360
    13Total. Add line 12, columns (b), (d), and (e)..................
    132,470,357
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    11A GRANGE RENTAL FEES FOR COMMUNITY GROUPS
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    THE SUDBURY FOUNDATION
    EIN: 04-6037026
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 19,562 1,956 0 17,606

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    THE SUDBURY FOUNDATION
    EIN: 04-6037026
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 6,742,915 6,742,915

    TY 2014 InvestmentsOtherSchedule2
    Name:
    THE SUDBURY FOUNDATION
    EIN: 04-6037026
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS AT COST 19,598,706 19,598,706
    PRIVATE EQUITY FUNDS AT COST 504,532 504,532
    REAL ESTATE INVESTMENT TRUST FUND AT COST 1,995,435 1,995,435
    COMMODITIES AT COST 1,940,479 1,940,479

    TY 2014 LandEtcSchedule2
    Name:
    THE SUDBURY FOUNDATION
    EIN: 04-6037026
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTER 2,684 2,684 0  
    BUILDING 1,182,714 137,982 1,044,732 1,044,732
    OFFICE FURNITURE 23,912 18,134 5,778 5,778
    APPLIANCES 1,242 942 300 300
    MEETING FURNITURE 5,964 4,523 1,441 1,441
    WINDOW TREATMENTS 4,200 3,185 1,015 1,015
    OFFICE LAMPS 730 541 189 189
    INTERIOR DESIGN 1,500 1,087 413 413
    BABIN LANDSCAPING 2,570 1,563 1,007 1,007
    LAND 49,885 0 49,885 49,885
    IMAC COMPUTER 2,249 900 1,349 1,349


    TY 2014 OtherDecreasesSchedule
    Name:
    THE SUDBURY FOUNDATION
    EIN: 04-6037026
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    THE SUDBURY FOUNDATION
    EIN: 04-6037026
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSES 22,840 0 0 22,840
    OTHER EXPENSES RELATING TO PEP INVESTMENTS K-1 0 12,610 0 0


    TY 2014 OtherIncomeSchedule2
    Name:
    THE SUDBURY FOUNDATION
    EIN: 04-6037026
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 1,652 1,652  
    RENTAL FEES 2,360   2,360


    TY 2014 OtherLiabilitiesSchedule
    Name:
    THE SUDBURY FOUNDATION
    EIN: 04-6037026
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED TAXES PAYABLE 81,996 66,050


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE SUDBURY FOUNDATION
    EIN: 04-6037026
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL CONSULTANTS 5,987 0 0 5,987


    TY 2014 TaxesSchedule
    Name:
    THE SUDBURY FOUNDATION
    EIN: 04-6037026
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 32,704 0 0 0
    PAYROLL TAXES 10,874 0 0 10,874
    STATE FILING FEE 730 0 0 730
    FOREIGN TAXES 0 526 0 0