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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$30,638,404J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 641,621 553,552  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,653,870
b Gross sales price for all assets on line 6a 23,080,291
7 Capital gain net income (from Part IV, line 2)... 1,661,166
8 Net short-term capital gain.........  
9 Income modifications........... 25,000
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 38,492 0 0
12 Total. Add lines 1 through 11........ 2,333,983 2,214,718 25,000
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 264,533 130,533 0 134,000
14 Other employee salaries and wages...... 69,092 0 0 69,092
15 Pension plans, employee benefits....... 53,042 0 0 52,706
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 19,159 1,915 0 17,244
c Other professional fees (attach schedule).... Click to see attachment 15,743 0 0 15,743
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 36,095 0 0 14,418
19 Depreciation (attach schedule) and depletion... 19,483 0 0
20 Occupancy.............. 29,470 0 0 29,470
21 Travel, conferences, and meetings....... 3,049 0 0 3,049
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment -26,061 0 0 23,471
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 483,605 132,448 0 359,193
25 Contributions, gifts, grants paid....... 1,604,669 1,391,169
26 Total expenses and disbursements. Add lines 24 and 25 2,088,274 132,448 0 1,750,362
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 245,709
b Net investment income (if negative, enter -0-) 2,082,270
c Adjusted net income (if negative, enter -0-)... 25,000
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 14,944 14,061 14,061
2 Savings and temporary cash investments......... 769,321 871,237 871,237
3 Accounts receivable bullet8,685
Less: allowance for doubtful accounts bullet   6,404 8,685 8,685
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.......... 1,419 17,092 17,092
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 6,025,986 Click to see attachment5,847,706 5,847,706
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 26,828,118 Click to see attachment22,835,858 22,835,858
14 Land, buildings, and equipment: basis bullet1,291,003
Less: accumulated depreciation (attach schedule) bullet256,639 1,047,833 Click to see attachment1,034,364 1,034,364
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment9,401 Click to see attachment9,401
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 34,694,025 30,638,404 30,638,404
Liabilities 17 Accounts payable and accrued expenses..........   8,466
18 Grants payable................. 132,000 348,000
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 attachment42,631 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 174,631 356,466
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 34,519,394 30,281,938
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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)..... 34,519,394 30,281,938
31 Total liabilities and net assets/fund balances (see instructions). 34,694,025 30,638,404
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
34,519,394
2
Enter amount from Part I, line 27a .....................
2
245,709
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
34,765,103
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
4,483,165
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
30,281,938
Form 990-PF (2018)
Form 990-PF (2018)
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 23,080,291   21,419,125 1,661,166
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       1,661,166
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 1,661,166
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))
2017 1,661,970 31,977,911 0.051972
2016 1,374,319 29,630,784 0.046381
2015 1,481,959 30,990,150 0.047820
2014 1,366,470 33,019,209 0.041384
2013 1,505,639 31,649,755 0.047572
2
Total of line 1, column (d) .....................
2
0.235129
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.047026
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
32,467,610
5
Multiply line 4 by line 3......................
5
1,526,822
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
20,823
7
Add lines 5 and 6........................
7
1,547,645
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,750,362
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 20,823
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 20,823
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 20,823
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 37,999
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 37,999
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 84
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 17,092
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet17,092 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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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) 434-6454

    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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 TRUSTEE
    40.00     		130,533 0 0
    MA1-225-04-02 225 FRANKLIN STREET
    BOSTON,MA02110
    MINER CRARY TRUSTEE
    4.00     		0 0 0
    326 CONCORD ROAD
    SUDBURY,MA01776
    STEPHEN RICHMOND TRUSTEE
    4.00     		0 0 0
    326 CONCORD ROAD
    SUDBURY,MA01776
    SUSAN IULIANO TRUSTEE
    4.00     		0 0 0
    326 CONCORD ROAD
    SUDBURY,MA01776
    JILL STANSKY TRUSTEE/CHAIR
    8.00     		0 0 0
    326 CONCORD ROAD
    SUDBURY,MA01776
    MARILYN MARTINO EXECUTIVE DIRECTOR
    40.00     		139,000 10,050 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
    PATRICIA BRUNNER OPERATIONS MANAGER
    30.00     		61,000 4,056 0
    326 CONCORD ROAD
    SUDBURY,MA01776
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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  
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    32,029,514
    b
    Average of monthly cash balances.......................
    1b
    906,750
    c
    Fair market value of all other assets (see instructions)................
    1c
    25,777
    d
    Total (add lines 1a, b, and c).........................
    1d
    32,962,041
    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
    32,962,041
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    494,431
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    32,467,610
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,623,381
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,623,381
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    20,823
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    20,823
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,602,558
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    25,000
    5
    Add lines 3 and 4............................
    5
    1,627,558
    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
    1,627,558
    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
    1,750,362
    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
    1,750,362
    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
    20,823
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,729,539
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 1,627,558
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 138,223
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,750,362
    a Applied to 2017, but not more than line 2a 138,223
    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 2018 distributable amount..... 1,612,139
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		15,419
    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
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 (2018)
    Form 990-PF (2018)
    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
    A PLACE TO TURN
    99 HARTFORD STREET
    NATICK,MA01760     		  PUBLIC CHARITY COMMUNITY 5,000
    METROWEST NONPROFIT NETWORK
    PO BOX 1661
    FRAMINGHAM,MA01701     		  PUBLIC CHARITY COMMUNITY 125
    PHILANTHROPY MASSACHUSETTS
    133 FEDERAL STREET SUITE 802
    BOSTON,MA02110     		  PUBLIC CHARITY COMMUNITY 5,360
    PHILANTHROPY MASSACHUSETTS
    133 FEDERAL STREET SUITE 802
    BOSTON,MA02110     		  PUBLIC CHARITY COMMUNITY 5,000
    WGBH EDUCATIONAL FOUNDATION
    ONE GUEST STREET
    BOSTON,MA02135     		  PUBLIC CHARITY COMMUNITY 5,000
    ADVOCATES INC
    1881 WORCESTER ROAD
    FRAMINGHAM,MA01701     		  PUBLIC CHARITY CY&F 24,500
    ASSABET VALLEY COLLABORATIVE
    28 LORD ROAD SUITE 125
    MARLBOROUGH,MA01752     		  PUBLIC CHARITY CY&F 25,000
    BETHANY HILL PLACE
    89 BETHANY ROAD
    FRAMINGHAM,MA01702     		  PUBLIC CHARITY CY&F 6,000
    BIG BROTHERS BIG SISTERS OF CMMW
    484 MAIN STREET SUITE 360
    WORCESTER,MA01608     		  PUBLIC CHARITY CY&F 25,000
    BIRTHDAY WISHES INC
    PO BOX 590645
    NEWTON,MA02459     		  PUBLIC CHARITY CY&F 8,000
    BOYS & GIRLS CLUB OF ASSABET VALLEY
    212 GREAT ROAD
    MAYNARD,MA01754     		  PUBLIC CHARITY CY&F 30,000
    BOYS & GIRLS CLUBS OF METROWEST
    169 PLEASANT STREET
    MARLBOROUGH,MA01752     		  PUBLIC CHARITY CY&F 25,000
    BOYS & GIRLS CLUBS OF METROWEST
    169 PLEASANT STREET
    MARLBOROUGH,MA01752     		  PUBLIC CHARITY CY&F 100,000
    COMMUNITIES FOR RESTORATIVE JUSTICE
    219 WALDEN STREET PO BOX 65
    CONCORD,MA01742     		  PUBLIC CHARITY CY&F 24,500
    DANIEL JAMES MCCARTHY MEMORIAL FUND
    525 MASSACHUSETTS AVE SUITE A
    ACTON,MA01720     		  PUBLIC CHARITY CY&F 11,000
    DISCOVERY MUSEUM
    177 MAIN STREET
    ACTON,MA01720     		  PUBLIC CHARITY CY&F 14,000
    DOC WAYNE YOUTH SERVICES INC
    418 COMMONWEALTH AVENUE
    BOSTON,MA02215     		  PUBLIC CHARITY CY&F 25,000
    DOC WAYNE YOUTH SERVICES INC
    418 COMMONWEALTH AVENUE
    BOSTON,MA02215     		  PUBLIC CHARITY CY&F 4,150
    EMPLOYMENT OPTIONS INC
    82 BRIGHAM STREET
    MARLBOROUGH,MA01752     		  PUBLIC CHARITY CY&F 16,000
    FAMILY PROMISE METROWEST
    6 MULLIGAN STREET
    NATICK,MA01760     		  PUBLIC CHARITY CY&F 4,740
    FRAMINGHAM STATE UNIV FDNMW COLLEGE PLANNING CENTER
    100 STATE STREET
    FRAMINGHAM,MA01701     		  PUBLIC CHARITY CY&F 5,000
    HOOPS AND HOMEWORK
    56 AGNES DRIVE
    FRAMINGHAM,MA01701     		  PUBLIC CHARITY CY&F 16,280
    JEFF'S PLACE
    34 DELOSS STREET 2ND FLOOR
    FRAMINGHAM,MA01702     		  PUBLIC CHARITY CY&F 21,000
    JEWISH FAMILY SERVICE OF METROWEST
    475 FRANKLIN STREET SUITE 101
    FRAMINGHAM,MA01702     		  PUBLIC CHARITY CY&F 20,000
    JEWISH FAMILY SERVICE OF METROWEST
    475 FRANKLIN STREET SUITE 101
    FRAMINGHAM,MA01702     		  PUBLIC CHARITY CY&F 4,750
    JOHN ANDREW MAZIE MEMORIAL FOUNDATION
    484 MAIN ST SUITE 360
    WORCESTER,MA01608     		  PUBLIC CHARITY CY&F 25,000
    METROWEST LEGAL SERVICES
    63 FOUNTAIN STREET SUITE 304
    FRAMINGHAM,MA01702     		  PUBLIC CHARITY CY&F 25,000
    NASHOBA LEARNING GROUP
    10 OAK PARK DRIVE
    BEDFORD,MA01730     		  PUBLIC CHARITY CY&F 11,250
    OUT METROWEST
    PO BOX 2122
    FRAMINGHAM,MA01703     		  PUBLIC CHARITY CY&F 2,210
    REACH BEYOND DOMESTIC VIOLENCE
    PO BOX 540024
    WALTHAM,MA02454     		  PUBLIC CHARITY CY&F 5,000
    SPARK KINDNESS
    14 SAWIN STREET PO BOX 823
    NATICK,MA01760     		  PUBLIC CHARITY CY&F 3,900
    THRIVE SUPPORT AND ADVOCACY INC
    65 BOSTON POST ROAD WEST SUITE 220
    MARLBOROUGH,MA01752     		  PUBLIC CHARITY CY&F 4,875
    WAYSIDE YOUTH & FAMILY SUPPORT NETWORK
    1 FREDERICK ABBOTT WAY
    FRAMINGHAM,MA01701     		  PUBLIC CHARITY CY&F 24,000
    BOSTON AREA GLEANERS
    240 BEAVER STREET
    WALTHAM,MA02452     		  PUBLIC CHARITY ENVIRONMENT 25,000
    COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE
    ONE SUGARLOAF STREET
    S DEERFIELD,MA01373     		  PUBLIC CHARITY ENVIRONMENT 34,000
    CONSERVATION LAW FOUNDATION
    62 SUMMER STREET
    BOSTON,MA02110     		  PUBLIC CHARITY ENVIRONMENT 33,000
    GAINING GROUND INC
    PO BOX 374
    CONCORD,MA01742     		  PUBLIC CHARITY ENVIRONMENT 25,000
    LOVIN' SPOONFULS INC
    1304 COMMONWEALTH AVENUE SUITE E
    BOSTON,MA02134     		  PUBLIC CHARITY ENVIRONMENT 25,000
    MASS FOOD SYSTEM COLLABORATIVE
    324 WELLS STREET
    GREENFIELD,MA01301     		  PUBLIC CHARITY ENVIRONMENT 25,000
    MILL CITY GROWS
    PO BOX 7133
    LOWELL,MA01852     		  PUBLIC CHARITY ENVIRONMENT 25,000
    NEW ENTRY SUSTAINABLE FARMING PROJECT
    45 MERRIMACK STREET SUITE 500
    LOWELL,MA01852     		  PUBLIC CHARITY ENVIRONMENT 34,000
    REGIONAL ENVIRONMENTAL COUNCIL INC
    PO BOX 255
    WORCESTER,MA01613     		  PUBLIC CHARITY ENVIRONMENT 25,000
    THE CARROT PROJECT
    89 SOUTH STREET 7TH FLOOR
    BOSTON,MA02111     		  PUBLIC CHARITY ENVIRONMENT 33,000
    FRESH START FURNITURE BANK
    16 BRENT DRIVE
    HUDSON,MA01749     		  PUBLIC CHARITY SUDBURY 2,500
    GIFTS OF HOPE UNLIMITED
    PO BOX 338
    SUDBURY,MA01776     		  PUBLIC CHARITY SUDBURY 12,900
    GOODNOW LIBRARY FOUNDATION
    21 CONCORD ROAD
    SUDBURY,MA01776     		  PUBLIC CHARITY SUDBURY 5,000
    LONGFELLOW'S WAYSIDE INN
    72 WAYSIDE INN ROAD
    SUDBURY,MA01776     		  PUBLIC CHARITY SUDBURY 59,250
    MARLBOROUGH COMMUNITY DEVELOPMENT CORP
    40 MECHANIC STREET SUITE 301
    MARLBOROUGH,MA01752     		  PUBLIC CHARITY SUDBURY 15,000
    METROWEST FREE MEDICAL PROGRAM
    105 HUDSON ROAD
    SUDBURY,MA01776     		  PUBLIC CHARITY SUDBURY 25,000
    SUDBURY EXTENDED DAY INC
    327 CONCORD ROAD
    SUDBURY,MA01776     		  PUBLIC CHARITY SUDBURY 5,000
    SUDBURY GARDEN CLUB
    515 NORTH ROAD
    SUDBURY,MA01776     		  PUBLIC CHARITY SUDBURY 300
    THURSDAY GARDEN CLUB
    PO BOX 52
    SUDBURY,MA01776     		  PUBLIC CHARITY SUDBURY 2,000
    TOWN OF SUDBURY
    278 OLD SUDBURY ROAD
    SUDBURY,MA01776     		  MUNICIPALITY SUDBURY 55,000
    TOWN OF SUDBURY
    278 OLD SUDBURY ROAD
    SUDBURY,MA01776     		  MUNICIPALITY SUDBURY 75,000
    TOWN OF SUDBURY - COUNCIL ON AGING
    278 OLD SUDBURY ROAD
    SUDBURY,MA01776     		  MUNICIPALITY SUDBURY 18,000
    TOWN OF SUDBURY - COUNCIL ON AGING
    278 OLD SUDBURY ROAD
    SUDBURY,MA01776     		  MUNICIPALITY SUDBURY 4,732
    UNIVERSITY OF MASSACHUSETTS AMHERST
    243 WHITMORE ADMINISTRATIVE BLDG
    AMHERST,MA01003     		  SCHOLARSHIP SCHOLARSHIP 5,000
    UNIVERSITY OF ROCHESTER
    PO BOX 270251
    ROCHESTER,NY14627     		  SCHOLARSHIP SCHOLARSHIP 5,000
    UNIVERSITY OF MAINE ORONO
    5781 WINGATE HALL
    ORONO,ME04469     		  SCHOLARSHIP SCHOLARSHIP 5,000
    BRANDEIS UNIVERSITY
    415 SOUTH STREET
    WALTHAM,MA02453     		  SCHOLARSHIP SCHOLARSHIP 5,000
    BROWN UNIVERSITY
    BOX 1827 69 BROWN STREET
    PROVIDENCE,RI02912     		  SCHOLARSHIP SCHOLARSHIP 5,000
    CONNECTICUT COLLEGE
    270 MOHEGAN AVENUE
    NEW LONDON,CT06320     		  SCHOLARSHIP SCHOLARSHIP 5,000
    CLEMSON UNIVERSITY
    G-01 SIKES HALL BOX 345123
    CLEMSON,SC29634     		  SCHOLARSHIP SCHOLARSHIP 5,000
    UNIVERSITY OF DENVER
    UNIVERSITY HALL 255 2197 S
    UNIVERSITY BLVD
    DENVER,CO80208     		  SCHOLARSHIP SCHOLARSHIP 5,000
    UNIVERSITY OF MASS AMHERST
    243 WHITMORE ADMINISTRATIVE BLDG
    AMHERST,MA01003     		  SCHOLARSHIP SCHOLARSHIP 5,000
    MIAMI UNIVERSITY
    301 S CAMPUS AVENUE
    OXFORD,OH45056     		  SCHOLARSHIP SCHOLARSHIP 5,000
    NORTHEASTERN UNIVERSITY
    354 RICHARDS HALL 360 HUNTINGTON
    AVE
    BOSTON,MA02115     		  SCHOLARSHIP SCHOLARSHIP 5,000
    BOWDOIN COLLEGE
    5300 COLLEGE STATION
    BRUNSWICK,ME04011     		  SCHOLARSHIP SCHOLARSHIP 5,000
    GETTYSBURG COLLEGE
    CAMPUS BOX 438 300 N WASHINGTON
    STREET
    GETTYSBURG,PA17325     		  SCHOLARSHIP SCHOLARSHIP 5,000
    HOFSTRA UNIVERSITY
    206 MEMORIAL HALL
    HEMPSTEAD,NY11549     		  SCHOLARSHIP SCHOLARSHIP 5,000
    ASSUMPTION COLLEGE
    100 STATE STREET
    FRAMINGHAM,MA01701     		  SCHOLARSHIP SCHOLARSHIP 5,000
    TUFTS UNIVERSITY
    DOWLING HALL 419 BOSTON AVENUE
    MEDFORD,MA02155     		  SCHOLARSHIP SCHOLARSHIP 5,000
    MASS COLLEGE OF ART
    621 HUNTINGTON AVENUE
    BOSTON,MA02115     		  SCHOLARSHIP SCHOLARSHIP 5,000
    HOWARD UNIVERSITY
    2400 SIXTH STREET NW- SUITE 205
    WASHINGTON,DC20059     		  SCHOLARSHIP SCHOLARSHIP 5,000
    BOSTON UNIVERSITY
    881 COMMONWEALTH AVENUE
    BOSTON,MA02215     		  SCHOLARSHIP SCHOLARSHIP 5,000
    MIDDLEBURY COLLEGE
    84 SOUTH SERVICE ROAD
    MIDDLEBURY,VT05753     		  SCHOLARSHIP SCHOLARSHIP 5,000
    BATES COLLEGE
    44 MOUNTAIN AVENUE
    LEWISTON,ME04240     		  SCHOLARSHIP SCHOLARSHIP 5,000
    DARTMOUTH COLLEGE
    6024 MCNUTT HALL
    HANOVER,NH03755     		  SCHOLARSHIP SCHOLARSHIP 5,000
    HOFSTRA UNIVERSITY
    200 MEMORIAL HALL ROOM 206
    HEMPSTEAD,NY11549     		  SCHOLARSHIP SCHOLARSHIP 5,000
    GEORGIA INSTITUTE OF TECHNOLOGY
    225 NORTH AVENUE
    ATLANTA,GA30332     		  SCHOLARSHIP SCHOLARSHIP 7,500
    NOTRE DAME UNIVERSITY
    115 MAIN BUILDING
    NOTRE DAME,IN46556     		  SCHOLARSHIP SCHOLARSHIP 5,000
    MIDDLEBURY COLLEGE
    84 SOUTH SERVICE ROAD
    MIDDLEBURY,VT05753     		  SCHOLARSHIP SCHOLARSHIP 2,500
    TULANE UNIVERSITY
    6823 SAINT CHARLES AVENUE
    NEW ORLEANS,LA70118     		  SCHOLARSHIP SCHOLARSHIP 5,000
    BENTLEY UNIVERSITY
    175 FOREST STREET
    WALTHAM,MA02452     		  SCHOLARSHIP SCHOLARSHIP 5,000
    BOSTON COLLEGE
    LYONS HALL 140 COMMONWEALTH AVENUE
    CHESTNUT HILL,MA02467     		  SCHOLARSHIP SCHOLARSHIP 5,000
    EMORY UNIVERSITY
    BOISFEUILLET JONES CTR STE 300 200
    DOWMAN DR
    ATLANTA,GA30322     		  SCHOLARSHIP SCHOLARSHIP 5,000
    EMORY UNIVERSITY
    200 DOWMAN DRIVE SUITE 300
    ATLANTA,GA30322     		  SCHOLARSHIP SCHOLARSHIP 5,000
    UNIVERSITY OF NEW HAMPSHIRE
    11 GARRISON AVENUE
    DURHAM,NH03824     		  SCHOLARSHIP SCHOLARSHIP 5,000
    UNIVERSITY OF VIRGINIA
    1001 NORTH EMMET ST PO BOX 400204
    CHARLOTTESVILLE,VA22903     		  SCHOLARSHIP SCHOLARSHIP 5,000
    UNIVERSITY OF CALIFORNIA SAN DIEGO
    9500 GILMAN DRIVE 1103
    LA JOLLA,CA92093     		  SCHOLARSHIP SCHOLARSHIP 5,000
    UNIVERSITY OF TORONTO
    172 ST GEORGE STREET
    TORONTO ONTARIO CANADA   M5R 0A3
    CA     		  SCHOLARSHIP SCHOLARSHIP 5,000
    NEW YORK UNIVERSITY
    25 WEST 4TH STREET
    NEW YORK,NY10012     		  SCHOLARSHIP SCHOLARSHIP 5,000
    WHEATON COLLEGE
    26 E MAIN STREET
    NORTON,MA02766     		  SCHOLARSHIP SCHOLARSHIP 5,000
    STANFORD UNIVERSITY
    MONTAG HALL 355 GALVEZ STREET
    STANFORD,CA94305     		  SCHOLARSHIP SCHOLARSHIP 5,000
    CORNELL UNIVERSITY
    203 DAY HALL
    ITHACA,NY14850     		  SCHOLARSHIP SCHOLARSHIP 5,000
    DARTMOUTH COLLEGE
    6024 MCNUTT HALL
    HANOVER,NH03755     		  SCHOLARSHIP SCHOLARSHIP 5,000
    UNIVERSITY OF MICHIGAN
    2500 STUDENT ACTIVITIES CTR 515 E
    JEFFERSON ST
    ANN ARBOR,MI48109     		  SCHOLARSHIP SCHOLARSHIP 5,000
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    77 MASSACHUSETTS AVENUE 11-120
    CAMBRIDGE,MA02139     		  SCHOLARSHIP SCHOLARSHIP 5,000
    FRAMINGHAM STATE UNIVERSITY
    100 STATE STREET PO BOX 9101
    FRAMINGHAM,MA01701     		  SCHOLARSHIP SCHOLARSHIP 5,000
    NORTHEASTERN UNIVERSITY
    354 RICHARDS HALL 360 HUNTINGTON
    AVENUE
    BOSTON,MA02115     		  SCHOLARSHIP SCHOLARSHIP 5,000
    NEW YORK UNIVERSITY
    383 LAFAYETTE STREET
    NEW YORK,NY10003     		  SCHOLARSHIP SCHOLARSHIP 2,500
    MASS COLLEGE OF PHARMACY
    179 LONGWOOD AVENUE
    BOSTON,MA02115     		  SCHOLARSHIP SCHOLARSHIP 5,000
    BRIGHAM YOUNG UNIVERSITY
    A-41 ASB
    PROVO,UT84602     		  SCHOLARSHIP SCHOLARSHIP 5,000
    TULANE UNIVERSITY
    6823 SAINT CHARLES AVENUE
    NEW ORLEANS,LA70118     		  SCHOLARSHIP SCHOLARSHIP 5,000
    UNIVERSITY OF MASSACHUSETTS BOSTON
    100 WILLIAM T MORRISEY BLVD CAMPUS
    CTR 4TH FL
    BOSTON,MA02125     		  SCHOLARSHIP SCHOLARSHIP 5,000
    BOSTON COLLEGE
    LYONS HALL 140 COMMONWEALTH AVENUE
    CHESTNUT HILL,MA02467     		  SCHOLARSHIP SCHOLARSHIP 5,000
    BENTLEY UNIVERSITY
    175 FOREST STREET
    WALTHAM,MA02452     		  SCHOLARSHIP SCHOLARSHIP 5,000
    BOSTON UNIVERSITY
    881 COMMONOWEALTH AVENUE
    BOSTON,MA02215     		  SCHOLARSHIP SCHOLARSHIP 5,000
    UNIVERSITY OF MARYLAND
    601 W LOMBARD ST SUITE 221
    BALTIMORE,MD21201     		  SCHOLARSHIP SCHOLARSHIP 5,000
    LOYOLA UNIVERSITY OF CHICAGO
    SULLIVAN CTR FOR STUDENT SERVICES
    6339 N SHERIDAN RD
    CHICAGO,IL60660     		  SCHOLARSHIP SCHOLARSHIP 5,000
    DELFT UNIVERSITY OF TECH IN NETHERLANDS
    BUILDING 30A JAFFALAAN 9A 2628 BX
    DELFT PO BOX 5 2600 AA
      DELFT  
    NL     		  SCHOLARSHIP SCHOLARSHIP 1,567
    BOSTON UNIVERSITY
    881 COMMONOWEALTH AVENUE
    BOSTON,MA02215     		  SCHOLARSHIP SCHOLARSHIP 5,000
    UNIVERSITY OF ROCHESTER
    PO BOX 270261
    ROCHESTER,NY14627     		  SCHOLARSHIP SCHOLARSHIP 5,000
    BRYN MAWR COLLEGE
    BENHAM GATEWAY 101 NORTH MERION
    AVENUE
    BRYN MAWR,PA19010     		  SCHOLARSHIP SCHOLARSHIP 5,000
    CASE WESTERN RESERVE UNIVERSITY
    PO BOX 614
    CHESTERTON,IN46304     		  SCHOLARSHIP SCHOLARSHIP 5,000
    COLUMBIA UNIVERSITY
    2920 BROADWAY
    NEW YORK,NY10027     		  SCHOLARSHIP SCHOLARSHIP 5,000
    MASS COLLEGE OF ART
    621 HUNTINGTON AVENUE
    BOSTON,MA02115     		  SCHOLARSHIP SCHOLARSHIP 1,780
    Total .................................bullet 3a 1,391,169
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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....     14 641,621  
    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 11,042  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,653,870  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aRENTAL FEES     		        2,450
    bRETURNED GRANT FUNDS         25,000
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 2,306,533 27,450
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,333,983
    (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
    11 EXCESS FUNDS RETURNED FROM GRANTS PREVIOUSLY PAID OUT.
    Form 990-PF (2018)
    Form 990-PF (2018)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    THE SUDBURY FOUNDATION
    EIN:
    04-6037026
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 19,159 1,915 0 17,244

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    THE SUDBURY FOUNDATION
    EIN:
    04-6037026
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 5,847,706 5,847,706

    TY 2018 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 21,143,426 21,143,426
    PRIVATE EQUITY FUNDS AT COST 847,621 847,621
    COMMODITIES AT COST 844,811 844,811

    TY 2018 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 1,182,714 206,974 975,740 975,740
    OFFICE FURNITURE 23,912 23,912 0  
    APPLIANCES 1,242 1,242 0  
    MEETING FURNITURE 5,964 5,964 0  
    WINDOW TREATMENTS 4,200 4,200 0  
    OFFICE LAMPS 730 730 0  
    INTERIOR DESIGN 1,500 1,500 0  
    BABIN LANDSCAPING 2,570 2,570 0  
    LAND 49,885 0 49,885 49,885
    IMAC COMPUTER 2,249 2,249 0  
    MEETING ROOM WINDOW TREATMENTS 2,803 1,121 1,682 1,682
    COMPUTER 2,168 1,734 434 434
    COMPUTER 2,368 947 1,421 1,421
    COMPUTER 2,099 420 1,679 1,679
    LANDSCAPING 3,915 392 3,523 3,523


    TY 2018 OtherAssetsSchedule
    Name:
    THE SUDBURY FOUNDATION
    EIN:
    04-6037026
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEFERRED EXCISE TAXES 0 9,401 9,401


    TY 2018 OtherDecreasesSchedule
    Name:
    THE SUDBURY FOUNDATION
    EIN:
    04-6037026
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 4,483,165


    TY 2018 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 23,471 0 0 23,471
    FEDERAL EXCISE TAX BENEFIT -49,532 0 0 0


    TY 2018 OtherIncomeSchedule2
    Name:
    THE SUDBURY FOUNDATION
    EIN:
    04-6037026
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 11,042 0  
    RENTAL FEES 2,450   2,450
    RETURNED GRANT FUNDS 25,000   25,000


    TY 2018 OtherLiabilitiesSchedule
    Name:
    THE SUDBURY FOUNDATION
    EIN:
    04-6037026
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED TAXES PAYABLE 40,131 0
    SCHOLARSHIPS PAYABLE 2,500 0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE SUDBURY FOUNDATION
    EIN:
    04-6037026
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL CONSULTANTS 15,743 0 0 15,743


    TY 2018 TaxesSchedule
    Name:
    THE SUDBURY FOUNDATION
    EIN:
    04-6037026
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 14,418 0 0 14,418
    FEDERAL AND STATE TAXES 21,677 0 0 0