Sudbury Foundation, Private Bank Tax Dept T-05-01 in Boston, Massachusetts (MA)

Sudbury Foundation, Private Bank Tax Dept T-05-01
Employer Identification Number (EIN)	046037026
Name of Organization	Sudbury Foundation
Secondary Name	Private Bank Tax Dept T-05-01
In Care of Name	Business Consultants
Address	225 Franklin St, Boston, MA 02110-2804
Activities	Gifts, grants, or loans to other organizations, Loans or credit reporting
Subsection	Charitable Organization
Ruling Date	11/1954
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	12/2013
Assets	$10,000,000 to $49,999,999
Income	$1,000,000 to $4,999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$32,912,658
Amount of Income	$4,299,622
Form 990 Revenue Amount	$1,468,182

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2012)
Total revenue	$2,952,474	$3,030,618	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$757,247
Gross rents	$0
Gross profit from sales of goods	$0
Other income	$6,314
Other	$2,188,913
Total expenses and disbursements	$1,734,436	$68,358	$0	$1,442,193
Compensation of officers, directors, trustees, etc.	$169,328
Total operating and administrative expenses	$402,679	$68,358		$245,436
Contributions, gifts, grants paid	$1,331,757
Excess of revenue over expenses and disbursements	$1,218,038
Net investment income		$2,962,260
Adjusted net income			$0

	Book Value	Fair Market Value
Balance Sheets (for 2012)
Total assets	$30,420,278	$30,420,278
Cash - non-interest-bearing	$19,821
Investments-U.S. and state government obligations	$0
Investments-corporate stock	$0
Investments-corporate bonds	$4,644,520
Investments-mortgage loans	$0
Investments-other	$22,025,498
Other	$3,730,439
Total liabilities	$274,253
Mortgages and other notes payable	$0
Other	$274,253
Total liabilities and net assets/fund balances	$30,146,025

Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income	$2,188,913
Net capital loss	$0

Excise Tax Based on Investment Income (for 2012)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No
Tax based on investment income	$59,245
Total credits and payments	$62,556
2012 estimated tax payments and 2011 overpayment credited to 2012	$62,556
Exempt foreign organizations-tax withheld at source	$0
Tax paid with application for extension of time to file (Form 8868)	$0
Backup withholding erroneously withheld	$0
Any penalty for underpayment of estimated tax	$359
Tax due	$0
Overpayment	$2,952
Amount to be credited to 2013 estimated tax	$2,952

Statements Regarding Activities (for 2012)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No
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 2012 or the taxable year beginning in 2012?	No

Statements Regarding Activities for Which Form 4720 May Be Required (for 2012)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	Yes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?	No
Agree to pay money or property to a government official?	No
At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012?	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No
Provide a grant to an individual for travel, study, or other similar purposes?	No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?	No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?	No

Minimum Investment Return (for 2012)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$29,347,501
Net value of noncharitable-use assets	$28,907,280
Minimum investment return	$1,445,364

Distributable Amount (for 2012)
Distributable amount	$1,388,619

Undistributed Income (for 2012)
Distributable amount for 2012	$1,388,619
Undistributed income for 2012. This amount must be distributed in 2013	$0

	2012	2011	2010	2009	Total
Private Operating Foundations (for 2012)
The lesser of the adjusted net income or the minimum investment return	$0	$0	$0	$0	$0
Qualifying distributions made directly for active conduct of exempt activities	$0	$0	$0	$0	$0
Value of all assets	$0	$0	$0	$0	$0
Value of assets qualifying under section 4942(j)(3)(B)(i)	$0	$0	$0	$0	$0
2/3 of minimum investment return	$0	$0	$0	$0	$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)	$0	$0	$0	$0	$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)	$0	$0	$0	$0	$0
Gross investment income	$0	$0	$0	$0	$0

	Income	Expenses	Net
Unrelated Trade or Business Income (for 2008)
Total	$10,374	$0	$10,374
Gross receipts or sales less returns and allowances	$0	$0	$0
Cost of goods sold	$0	$0	$0
Gross profit	$0	$0	$0
Capital gain net income	$0	$0	$0
Net gain	$0	$0	$0
Capital loss deduction for trusts	$0	$0	$0
Income (loss) from partnerships and S corporations	$10,374	$0	$10,374
Rent income	$0	$0	$0
Unrelated debt-financed income	$0	$0	$0
Interest, annuities, royalties, and rents from controlled organizations	$0	$0	$0
Investment income of a section 501(c)(7), (9), or (17) organization	$0	$0	$0
Exploited exempt activity income	$0	$0	$0
Advertising income	$0	$0	$0
Other income	$0	$0	$0

Deductions Not Taken Elsewhere (for 2008)
Total deductions	$0
Compensation of officers, directors, and trustees	$0
Salaries and wages	$0
Repairs and maintenance	$0
Bad debts	$0
Interest	$0
Taxes and licenses	$0
Charitable contributions	$0
Depreciation	$0
Depletion	$0
Contributions to deferred compensation plans	$0
Employee benefit programs	$0
Excess exempt expenses	$0
Excess readership costs	$0
Other deductions	$0
Unrelated business taxable income	$0
Unrelated business taxable income before net operating loss deduction	$10,374
Net operating loss deduction	$0
Unrelated business taxable income before specific deduction	$10,374
Specific deduction	$1,000

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