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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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$37,629,681J 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... 496,037 432,048  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,208,092
b Gross sales price for all assets on line 6a 29,481,973
7 Capital gain net income (from Part IV, line 2)... 4,311,988
8 Net short-term capital gain.........  
9 Income modifications........... 143,807
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 144,377 0 0
12 Total. Add lines 1 through 11........ 4,848,506 4,744,036 143,807
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 272,068 129,068 0 143,000
14 Other employee salaries and wages...... 63,600 0 0 63,600
15 Pension plans, employee benefits....... 12,221 0 0 12,221
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 18,854 1,885 0 16,969
c Other professional fees (attach schedule).... Click to see attachment 11,821 0 0 11,821
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 52,705 0 0 15,476
19 Depreciation (attach schedule) and depletion... 176,507 0 0
20 Occupancy.............. 51,687 0 0 51,687
21 Travel, conferences, and meetings....... 246 0 0 246
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 19,153 0 0 19,153
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 678,862 130,953 0 334,173
25 Contributions, gifts, grants paid....... 1,323,313 1,601,313
26 Total expenses and disbursements. Add lines 24 and 25 2,002,175 130,953 0 1,935,486
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,846,331
b Net investment income (if negative, enter -0-) 4,613,083
c Adjusted net income (if negative, enter -0-)... 143,807
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 8,151 6,478 6,478
2 Savings and temporary cash investments......... 540,151 1,249,428 1,249,428
3 Accounts receivable bullet5,091
Less: allowance for doubtful accounts bullet   14,284 5,091 5,091
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.......... 17,430    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 6,486,646 Click to see attachment6,212,211 6,212,211
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 27,220,315 Click to see attachment29,317,862 29,317,862
14 Land, buildings, and equipment: basis bullet1,291,003
Less: accumulated depreciation (attach schedule) bullet452,392 1,015,118 Click to see attachment838,611 838,611
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 35,302,095 37,629,681 37,629,681
Liabilities 17 Accounts payable and accrued expenses.......... 4,443 36,692
18 Grants payable................. 549,000 271,000
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 attachment79,519 Click to see attachment51,856
23 Total liabilities (add lines 17 through 22)......... 632,962 359,548
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 34,669,133 37,270,133
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 34,669,133 37,270,133
30 Total liabilities and net assets/fund balances (see instructions). 35,302,095 37,629,681
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
34,669,133
2
Enter amount from Part I, line 27a .....................
2
2,846,331
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
37,515,464
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
245,331
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
37,270,133
Form 990-PF (2020)
Form 990-PF (2020)
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 29,481,973   25,169,985 4,311,988
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       4,311,988
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 4,311,988
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 64,122
c All other domestic foundations enter 1.39% 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 64,122
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 64,122
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 51,430
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 51,430
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 493
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 13,185
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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     		129,068 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 (THRU JAN 2020)
    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     		143,000 10,725 0
    326 CONCORD ROAD
    SUDBURY,MA01776
    TRACY STEWART TRUSTEE
    4.00     		0 0 0
    326 CONCORD ROAD
    SUDBURY,MA01776
    BILL SPENCER TRUSTEE
    4.00     		0 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
    PATRICIA BRUNNER OPERATIONS MANAGER
    30.00     		63,600 4,770 0
    326 CONCORD ROAD
    SUDBURY,MA01776
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    32,131,570
    b
    Average of monthly cash balances.......................
    1b
    614,490
    c
    Fair market value of all other assets (see instructions)................
    1c
    5,091
    d
    Total (add lines 1a, b, and c).........................
    1d
    32,751,151
    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
    32,751,151
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    491,267
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    32,259,884
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,612,994
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,612,994
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    64,122
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    64,122
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,548,872
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    143,807
    5
    Add lines 3 and 4............................
    5
    1,692,679
    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
    1,692,679
    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
    1,935,486
    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
    1,935,486
    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
    1,935,486
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,692,679
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019...... 4,462
    fTotal of lines 3a through e........ 4,462
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,935,486
    a Applied to 2019, 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 2020 distributable amount..... 1,692,679
    e Remaining amount distributed out of corpus 242,807
    5 Excess distributions carryover applied to 2020. 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 5 247,269
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		247,269
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019.... 4,462
    e Excess from 2020.... 242,807
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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
    ADVOCATES INC
    1881 WORCESTER ROAD
    FRAMINGHAM,MA01701     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 20,000
    BIG BROTHERS BIG SISTERS OF CMMW
    484 MAIN STREET SUITE 360
    WORCESTER,MA01608     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 20,000
    BIG BROTHERS BIG SISTERS OF CMMW
    484 MAIN STREET SUITE 360
    WORCESTER,MA01608     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 20,000
    BOYS & GIRLS CLUBS OF METROWEST
    169 PLEASANT STREET
    MARLBOROUGH,MA01752     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 100,000
    CAMP CASCO
    PO BOX 330
    SUDBURY,MA01776     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 16,700
    DISCOVERY MUSEUM
    177 MAIN STREET
    ACTON,MA01720     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 20,000
    DOC WAYNE YOUTH SERVICES INC
    418 COMMONWEALTH AVENUE ATTN SANDY
    CADES
    BOSTON,MA02215     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 20,000
    EMPLOYMENT OPTIONS INC
    82 BRIGHAM STREET
    MARLBOROUGH,MA01752     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 20,000
    FAMILY PROMISE METROWEST
    6 MULLIGAN STREET
    NATICK,MA01760     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 10,000
    HOOPS AND HOMEWORK
    PO BOX 5
    FRAMINGHAM,MA01704     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 5,000
    HOOPS AND HOMEWORK
    PO BOX 5
    FRAMINGHAM,MA01704     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 15,300
    JEFF'S PLACE
    281 PLEASANT STREET
    FRAMINGHAM,MA01701     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 20,000
    JEFF'S PLACE
    281 PLEASANT STREET
    FRAMINGHAM,MA01701     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 20,000
    JEWISH FAMILY SERVICE OF METROWEST
    475 FRANKLIN STREET SUITE 101
    FRAMINGHAM,MA01702     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 5,000
    JEWISH FAMILY SERVICE OF METROWEST
    475 FRANKLIN STREET SUITE 101
    FRAMINGHAM,MA01702     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 10,000
    LINCOLN-SUDBURY REGIONAL HIGH SCHOOL
    390 LINCOLN ROAD
    SUDBURY,MA01776     		  MUNICIPALITY CHILDREN, YOUTH & FAMILIES 9,060
    LINCOLN-SUDBURY REGIONAL HIGH SCHOOL
    390 LINCOLN ROAD
    SUDBURY,MA01776     		  MUNICIPALITY CHILDREN, YOUTH & FAMILIES 8,500
    METROWEST LEGAL SERVICES
    63 FOUNTAIN STREET SUITE 304
    FRAMINGHAM,MA01702     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 25,000
    METROWEST YMCA
    280 OLD CONNECTICUT PATH
    FRAMINGHAM,MA01701     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 10,000
    METROWEST YMCA
    280 OLD CONNECTICUT PATH
    FRAMINGHAM,MA01701     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 10,000
    ONE CAN HELP INC
    PO BOX 55
    NEWTON,MA02468     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 2,500
    ONE CAN HELP INC
    PO BOX 55
    NEWTON,MA02468     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 5,000
    SMILE MASS INC
    66 DUDLEY ROAD
    SUDBURY,MA01776     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 19,400
    SOUTH MIDDLESEX OPPORTUNITY COUNCIL
    7 BISHOP STREET
    FRAMINGHAM,MA01702     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 12,000
    SPARK KINDNESS
    PO BOX 823
    NATICK,MA01760     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 24,000
    SPARK KINDNESS
    PO BOX 823
    NATICK,MA01760     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 1,000
    SPARK KINDNESS
    PO BOX 823
    NATICK,MA01760     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 8,035
    THE GUILD FOR HUMAN SERVICES
    521 VIRGINIA ROAD
    CONCORD,MA01742     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 20,000
    THE LEARNING CENTER FOR THE DEAF
    848 CENTRAL STREET
    FRAMINGHAM,MA01701     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 20,000
    THINKGIVE INC
    26 ELM STREET
    CONCORD,MA01742     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 18,000
    THRIVE SUPPORT AND ADVOCACY INC
    65 BOSTON POST ROAD WEST SUITE 220
    MARLBOROUGH,MA01752     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 20,000
    WAYSIDE YOUTH & FAMILY SUPPORT NETWORK
    1 FREDERICK ABBOTT WAY
    FRAMINGHAM,MA01701     		  PUBLIC CHARITY CHILDREN, YOUTH & FAMILIES 10,000
    A PLACE TO TURN
    99 HARTFORD STREET
    NATICK,MA01760     		  PUBLIC CHARITY COMMUNITY 2,500
    ACTON-BOXBOROUGH UNITED WAY
    537 MASSACHUSETTS AVE SUITE 101
    ACTON,MA01720     		  PUBLIC CHARITY COMMUNITY 2,500
    ADVOCATES INC
    1881 WORCESTER ROAD
    FRAMINGHAM,MA01701     		  PUBLIC CHARITY COMMUNITY 2,500
    AMAZING THINGS ARTS CENTER
    160 HOLLIS STREET
    FRAMINGHAM,MA01702     		  PUBLIC CHARITY COMMUNITY 2,500
    BETHANY HILL PLACE
    89 BETHANY ROAD
    FRAMINGHAM,MA01702     		  PUBLIC CHARITY COMMUNITY 2,500
    DISCOVERING HIDDEN GEMS
    446 MAIN STREET
    HUDSON,MA01749     		  PUBLIC CHARITY COMMUNITY 2,500
    DISCOVERY MUSEUM
    177 MAIN STREET
    ACTON,MA01720     		  PUBLIC CHARITY COMMUNITY 2,500
    DOC WAYNE YOUTH SERVICES INC
    418 COMMONWEALTH AVENUE ATTN SANDY
    CADES
    BOSTON,MA02215     		  PUBLIC CHARITY COMMUNITY 2,500
    EDWARDS CHURCHOPEN SPIRIT
    39 EDWARDS STREET
    FRAMINGHAM,MA01701     		  PUBLIC CHARITY COMMUNITY 2,500
    FOUNDATION FOR METROWEST
    3 ELIOT STREET
    NATICK,MA01760     		  PUBLIC CHARITY COMMUNITY 20,000
    FOUNDATION FOR METROWEST
    3 ELIOT STREET
    NATICK,MA01760     		  PUBLIC CHARITY COMMUNITY 2,500
    FRAMINGHAM HISTORY CENTER
    PO BOX 2032
    FRAMINGHAM,MA01703     		  PUBLIC CHARITY COMMUNITY 2,500
    FRAMINGHAM STATE UNIV FOUNDATION
    100 STATE STREET
    FRAMINGHAM,MA01701     		  PUBLIC CHARITY COMMUNITY 2,500
    FRIENDS OF THE ASSABET RIVER NATIONAL WILDLIFE REFUGE
    PO BOX 27
    HUDSON,MA01749     		  PUBLIC CHARITY COMMUNITY 2,500
    GREATER FRAMINGHAM COMMUNITY CHURCH
    44 FRANKLIN STREET
    FRAMINGHAM,MA01702     		  PUBLIC CHARITY COMMUNITY 2,500
    JEWISH FAMILY SERVICE OF METROWEST
    475 FRANKLIN STREET SUITE 101
    FRAMINGHAM,MA01702     		  PUBLIC CHARITY COMMUNITY 2,500
    LINCOLN METCO COORDINATING COMMITTEE
    PO BOX 393
    LINCOLN,MA01773     		  PUBLIC CHARITY COMMUNITY 2,500
    METRO CDC
    40 MECHANIC STREET SUITE 300
    MARLBOROUGH,MA01752     		  PUBLIC CHARITY COMMUNITY 2,500
    METROWEST LEGAL SERVICES
    63 FOUNTAIN STREET SUITE 304
    FRAMINGHAM,MA01702     		  PUBLIC CHARITY COMMUNITY 2,500
    METROWEST MEDIATION SERVICES
    220 NORTH MAIN STREET SUITE 106
    NATICK,MA01760     		  PUBLIC CHARITY COMMUNITY 2,500
    METROWEST NONPROFIT NETWORK
    PO BOX 1661
    FRAMINGHAM,MA01701     		  PUBLIC CHARITY COMMUNITY 10,000
    METROWEST NONPROFIT NETWORK
    PO BOX 1661
    FRAMINGHAM,MA01701     		  PUBLIC CHARITY COMMUNITY 2,500
    METROWEST YMCA
    280 OLD CONNECTICUT PATH
    FRAMINGHAM,MA01701     		  PUBLIC CHARITY COMMUNITY 2,500
    NEIGHBOR BRIGADE
    PO BOX 735
    MAYNARD,MA01754     		  PUBLIC CHARITY COMMUNITY 2,500
    OUT METROWEST
    PO BOX 2122
    FRAMINGHAM,MA01703     		  PUBLIC CHARITY COMMUNITY 1,500
    PHILANTHROPY MASSACHUSETTS
    133 FEDERAL STREET SUITE 802
    BOSTON,MA02110     		  PUBLIC CHARITY COMMUNITY 5,000
    PHILANTHROPY MASSACHUSETTS
    133 FEDERAL STREET SUITE 802
    BOSTON,MA02110     		  PUBLIC CHARITY COMMUNITY 5,000
    REACH BEYOND DOMESTIC VIOLENCE
    PO BOX 540024
    WALTHAM,MA02454     		  PUBLIC CHARITY COMMUNITY 2,500
    SOUTH MIDDLESEX OPPORTUNITY COUNCIL
    7 BISHOP STREET
    FRAMINGHAM,MA01702     		  PUBLIC CHARITY COMMUNITY 2,500
    SPARK KINDNESS
    PO BOX 823
    NATICK,MA01760     		  PUBLIC CHARITY COMMUNITY 2,500
    SUDBURY PUBLIC SCHOOLS
    40 FAIRBANK ROAD
    SUDBURY,MA01776     		  MUNICIPALITY COMMUNITY 2,500
    THE LEARNING CENTER FOR THE DEAF
    848 CENTRAL STREET
    FRAMINGHAM,MA01701     		  PUBLIC CHARITY COMMUNITY 2,500
    BOSTON AREA GLEANERS
    240 BEAVER STREET
    WALTHAM,MA02452     		  PUBLIC CHARITY FARM & LOCAL FOOD 25,000
    BOSTON AREA GLEANERS
    240 BEAVER STREET
    WALTHAM,MA02452     		  PUBLIC CHARITY FARM & LOCAL FOOD 15,000
    COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE
    ONE SUGARLOAF STREET
    S DEERFIELD,MA01373     		  PUBLIC CHARITY FARM & LOCAL FOOD 15,000
    MASS FOOD SYSTEM COLLABORATIVE
    324 WELLS STREET
    GREENFIELD,MA01301     		  PUBLIC CHARITY FARM & LOCAL FOOD 50,000
    MILL CITY GROWS
    650 SUFFOLK STREET SUITE G10
    LOWELL,MA01854     		  PUBLIC CHARITY FARM & LOCAL FOOD 15,000
    NEW ENTRY SUSTAINABLE FARMING PROJECT
    733 CABOT STREET
    BEVERLY,MA01915     		  PUBLIC CHARITY FARM & LOCAL FOOD 25,000
    NEW ENTRY SUSTAINABLE FARMING PROJECT
    733 CABOT STREET
    BEVERLY,MA01915     		  PUBLIC CHARITY FARM & LOCAL FOOD 15,000
    REGIONAL ENVIRNOMENTAL COUNCIL
    PO BOX 255
    WORCESTER,MA01613     		  PUBLIC CHARITY FARM & LOCAL FOOD 15,000
    THE CARROT PROJECT
    89 SOUTH STREET 7TH FLOOR
    BOSTON,MA02111     		  PUBLIC CHARITY FARM & LOCAL FOOD 100,000
    FRESH START FURNITURE BANK
    16 BRENT DRIVE
    HUDSON,MA01749     		  PUBLIC CHARITY SUDBURY 15,000
    HOPESUDBURY
    PO BOX 802
    SUDBURY,MA01776     		  PUBLIC CHARITY SUDBURY 6,500
    LINCOLN SUDBURY PARENT ORGANIZATION
    390 LINCOLN ROAD
    SUDBURY,MA01776     		  PUBLIC CHARITY SUDBURY 7,200
    NEIGHBOR BRIGADE
    PO BOX 735
    MAYNARD,MA01754     		  PUBLIC CHARITY SUDBURY 9,000
    ORGANIZATION FOR THE ASSABET SUDBURY & CONCORD RIVERS
    23 BRADFORD STREET
    CONCORD,MA01742     		  PUBLIC CHARITY SUDBURY 10,000
    SUDBURY HOUSING AUTHORITY
    55 HUDSON ROAD
    SUDBURY,MA01776     		  PUBLIC CHARITY SUDBURY 50,000
    SUDBURY VALLEY TRUSTEES
    18 WOLBACH ROAD
    SUDBURY,MA01776     		  PUBLIC CHARITY SUDBURY 5,000
    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
    BRANDEIS UNIVERSITY
    415 SOUTH STREET
    WALTHAM,MA02453     		  SCHOLARSHIP SCHOLARSHIP 5,000
    HAMILTON COLLEGE
    198 COLLEGE HILL ROAD
    CLINTON,NY13323     		  SCHOLARSHIP SCHOLARSHIP 5,000
    OHIO STATE UNIVERSITY
    BRICKER HALL 190 NORTH OVAL MALL
    COLUMBUS,OH43210     		  SCHOLARSHIP SCHOLARSHIP 1,000
    CLEMSON UNIVERSITY
    G-01 SIKES HALL BOX 345123
    CLEMSON,SC29634     		  SCHOLARSHIP SCHOLARSHIP 5,000
    MERRIMACK COLLEGE
    AUSTIN 15B 315 TURNPIKE STREET
    NORTH ANDOVER,MA01845     		  SCHOLARSHIP SCHOLARSHIP 5,000
    UNIVERSITY OF RHODE ISLAND
    45 UPPER COLLEGE ROAD
    KINGSTON,RI02881     		  SCHOLARSHIP SCHOLARSHIP 1,000
    ITHACA COLLEGE
    953 DANBY ROAD
    ITHACA,NY14850     		  SCHOLARSHIP SCHOLARSHIP 5,000
    COLLEGE OF THE HOLY CROSS
    ONE COLLEGE STREET
    WORCESTER,MA01610     		  SCHOLARSHIP SCHOLARSHIP 1,000
    UNIVERSITY OF MASS AMHERST
    243 WHITMORE ADMINISTRATIVE BLDG
    AMHERST,MA01003     		  SCHOLARSHIP SCHOLARSHIP 5,000
    COLLEGE OF WILLIAM AND MARY
    PO BOX 8795
    WILLIAMSBURG,VA23185     		  SCHOLARSHIP SCHOLARSHIP 5,000
    MIAMI UNIVERSITY OF OHIO
    301 S CAMPUS AVENUE
    OXFORD,OH45056     		  SCHOLARSHIP SCHOLARSHIP 5,000
    WESTFIELD STATE UNIVERSITY
    577 WESTERN AVENUE
    WESTFIELD,MA01085     		  SCHOLARSHIP SCHOLARSHIP 1,000
    NORTHEASTERN UNIVERSITY
    354 RICHARDS HALL 360 HUNTINGTON
    AVE
    BOSTON,MA02115     		  SCHOLARSHIP SCHOLARSHIP 5,000
    MOUNT HOLYOKE COLLEGE
    16 SKINNER HALL 50 COLLEGE STREET
    SOUTH HADLEY,MA01075     		  SCHOLARSHIP SCHOLARSHIP 5,000
    BOWDOIN COLLEGE
    5300 COLLEGE STATION
    BRUNSWICK,ME04011     		  SCHOLARSHIP SCHOLARSHIP 5,000
    HAMILTON COLLEGE
    198 COLLEGE HILL ROAD
    CLINTON,NY13323     		  SCHOLARSHIP SCHOLARSHIP 5,000
    UNIVERSITY OF MASS AMHERST
    37 MATHER DRIVE
    AMHERST,MA01003     		  SCHOLARSHIP SCHOLARSHIP 5,000
    COLLEGE OF THE HOLY CROSS
    ONE COLLEGE STREET
    WORCESTER,MA01610     		  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 2,500
    HOFSTRA UNIVERSITY
    200 MEMORIAL HALL ROOM 206
    HEMPSTEAD,NY11549     		  SCHOLARSHIP SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT
    233 GLENBROOK RD UNIT 4116
    STORRS,CT062694116     		  SCHOLARSHIP SCHOLARSHIP 5,000
    EMERSON COLLEGE
    120 BOYLSTON STREET
    BOSTON,MA02116     		  SCHOLARSHIP SCHOLARSHIP 1,000
    EMORY UNIVERSITY
    200 DOWMAN DRIVE SUITE 300
    ATLANTA,GA30322     		  SCHOLARSHIP SCHOLARSHIP 5,000
    GEORGETOWN UNIVERSITY
    881 COMMONWEALTH AVENUE
    BOSTON,MA02215     		  SCHOLARSHIP SCHOLARSHIP 5,000
    UNIVERSITY OF MASS AMHERST
    37 MATHER DRIVE
    AMHERST,MA01003     		  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 RICHMOND
    QUEALLY CENTER SUITE 214 142 UR
    DRIVE
    RICHMOND,VA23173     		  SCHOLARSHIP SCHOLARSHIP 5,000
    UNIVERSITY OF MICHIGAN
    2500 STUDENT ACTIVITIES BLDG 515 E
    JEFFERSON ST
    ANN ARBOR,MA481091316     		  SCHOLARSHIP SCHOLARSHIP 5,000
    MCGILL UNIVERSITY
    3600 MCTAVISH STREET
    MONTREAL QUEBEC CANADA,MONTREALH3A 0G3
    CA     		  SCHOLARSHIP SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT
    233 GLENBROOK RD UNIT 4116
    STORRS,CT062694116     		  SCHOLARSHIP SCHOLARSHIP 1,000
    WENTWORTH INSTITUTE OF TECHNOLOGY
    550 HUNTINGTON AVENUE
    BOSTON,MA02115     		  SCHOLARSHIP SCHOLARSHIP 5,000
    COLBY COLLEGE
    4800 MAYFLOWER HILL
    WATERVILLE,ME04901     		  SCHOLARSHIP SCHOLARSHIP 5,000
    WHEATON COLLEGE
    26 E MAIN STREET
    NORTON,MA02766     		  SCHOLARSHIP SCHOLARSHIP 5,000
    AMERICAN INTERNATIONAL COLLEGE
    1000 STATE STREET
    SPRINGFIELD,MA01109     		  SCHOLARSHIP SCHOLARSHIP 5,000
    ELON UNIVERSITY
    2700 CAMPUS BOX
    ELON,NC27244     		  SCHOLARSHIP SCHOLARSHIP 5,000
    EMERSON COLLEGE
    120 BOYLSTON STREET
    BOSTON,MA02116     		  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
    UNIVERSITY OF NEW HAMPSHIRE
    105 MAIN STREET
    DURHAM,NH03824     		  SCHOLARSHIP SCHOLARSHIP 5,000
    NEW YORK UNIVERSITY
    383 LAFAYETTE STREET
    NEW YORK,NY10003     		  SCHOLARSHIP SCHOLARSHIP 5,000
    MASS COLLEGE OF PHARMACY
    179 LONGWOOD AVENUE
    BOSTON,MA02115     		  SCHOLARSHIP SCHOLARSHIP 2,500
    CORNELL UNIVERSITY
    203 DAY HALL
    ITHACA,NY14851     		  SCHOLARSHIP SCHOLARSHIP 6,666
    BOSTON UNIVERSITY
    881 COMMONWEALTH AVENUE
    BOSTON,MA02215     		  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
    COLGATE UNIVERSITY
    13 OAK DRIVE
    HAMILTON,NY13346     		  SCHOLARSHIP SCHOLARSHIP 5,000
    UNIVERSITY OF MASSACHUSETTS BOSTON
    100 WILLIAM T MORRISEY BLVD CAMPUS
    CTR 4TH FL
    BOSTON,MA02125     		  SCHOLARSHIP SCHOLARSHIP 1,931
    SALVE REGINA UNIVERSITY
    100 OCHRE POINT AVENUE
    NEWPORT,RI02840     		  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
    CORNELL UNIVERSITY
    203 DAY HALL
    ITHACA,NY14851     		  SCHOLARSHIP SCHOLARSHIP 5,000
    TULANE UNIVERSITY
    6823 ST CHARLES AVENUE BLDG 14
    NEW ORLEANS,LA70118     		  SCHOLARSHIP SCHOLARSHIP 5,000
    DELFT UNIVERSITY OF TECH IN NETHERLANDS
    BUILDING 30A JAFFALAAN 9A 2628 BX
    DELFT PO BOX 5 2600 AA
    DELFT NETHERLANDS,DELFT  
    NL     		  SCHOLARSHIP SCHOLARSHIP 2,521
    WENTWORTH INSTITUTE OF TECHNOLOGY
    550 HUNTINGTON AVENUE
    BOSTON,MA02115     		  SCHOLARSHIP SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT
    233 GLENBROOK ROAD UNIT 4116
    STORRS,CT06269     		  SCHOLARSHIP SCHOLARSHIP 5,000
    COLLEGE OF THE HOLY CROSS
    ONE COLLEGE STREET
    WORCESTER,MA01610     		  SCHOLARSHIP SCHOLARSHIP 5,000
    Total .................................bullet 3a 1,323,313
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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....     14 496,037  
    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.....     14 270  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 4,208,092  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aRENTAL FEES     		        300
    bRETURNED GRANT FUNDS         143,807
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 4,704,399 144,107
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,848,506
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE SUDBURY FOUNDATION
    EIN:
    04-6037026
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 18,854 1,885 0 16,969

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE SUDBURY FOUNDATION
    EIN:
    04-6037026
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 6,212,211 6,212,211

    TY 2020 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 27,172,683 27,172,683
    PRIVATE EQUITY FUNDS AT COST 1,405,385 1,405,385
    COMMODITIES AT COST 739,794 739,794

    TY 2020 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 1,182,714 399,165 783,549 783,549
    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 1,680 1,123 1,123
    COMPUTER 2,168 2,168 0  
    COMPUTER 2,368 1,894 474 474
    COMPUTER 2,099 1,259 840 840
    LANDSCAPING 3,915 1,175 2,740 2,740


    TY 2020 OtherDecreasesSchedule
    Name:
    THE SUDBURY FOUNDATION
    EIN:
    04-6037026
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 245,331


    TY 2020 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 19,153 0 0 19,153


    TY 2020 OtherIncomeSchedule2
    Name:
    THE SUDBURY FOUNDATION
    EIN:
    04-6037026
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INVESTMENT INCOME 270 0  
    RENTAL FEES 300   300
    RETURNED GRANT FUNDS 143,807   143,807


    TY 2020 OtherLiabilitiesSchedule
    Name:
    THE SUDBURY FOUNDATION
    EIN:
    04-6037026
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAX LIABILITY 79,519 51,856


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE SUDBURY FOUNDATION
    EIN:
    04-6037026
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL CONSULTANTS 11,821 0 0 11,821


    TY 2020 TaxesSchedule
    Name:
    THE SUDBURY FOUNDATION
    EIN:
    04-6037026
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 15,476 0 0 15,476
    FEDERAL EXCISE TAX EXPENSE 37,229 0 0 0