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Nonprofiteer
← SUDBURY CHARITABLE TR

Form 990 for tax year 2023

Filed by SUDBURY CHARITABLE TR.

Totals

Total revenue
$282,605
Total expenses
$272,060
Contributions and grants received
$0
Grants paid
$222,757
Program service revenue
$0
Investment income
$282,605
Other revenue
$0
Total assets, end of year
$4,448,469
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,448,469
Program services expenses (Part IX)
$222,757
Management and general expenses
$49,303
Fundraising expenses
$0
Program service expenses (Part III)
$222,758

Program services were 81.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $198,139 · excluded $198,139

  • 7a · Gross sales of assets other than inventory

    securities $592,731

  • 7b · Less cost or other basis and sales expenses

    securities $508,265

  • 7c · Gain or loss

    securities $84,466

  • 7d · Net gain or loss

    total $84,466 · excluded $84,466

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $222,757 · program services $222,757

  • 5 · Compensation of officers, directors and key employees

    total $44,950 · management and general $44,950

  • 11c · Fees: accounting

    total $3,000 · management and general $3,000

  • 11g · Fees: other

    total $0 · management and general $0

  • 24a · Other expenses: FOREIGN TAXES

    total $1,314 · management and general $1,314

  • 24b · Other expenses: STATE FILING FEE

    total $15 · management and general $15

  • 24c · Other expenses: ADR FEES

    total $24 · management and general $24

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $238,380 · end of year $68,525

  • 11 · Investments: publicly traded securities

    beginning of year $4,199,476 · end of year $4,379,944

  • 29 · Capital stock, trust principal or current funds

    beginning of year $4,437,856 · end of year $4,448,469

Mission and programs · 2023

Mission

TO SUPPORT THE ORGANIZATIONS LISTED IN SCHEDULE A PART I

  • STERLING ROCK FALLS COMMUNITY TRUST - GRANT

    Expenses $148,510 · Grants $148,510

  • KNOX COLLEGE - GRANT

    Expenses $74,248 · Grants $74,248

As filed on the 2023 return.

Listed in Part VII

  • NORTHERN TRUST COMPANY

    TRUSTEE

    Total calculated
    $44,950
    From this org
    $44,950
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
21 January 2025
IRS schema version
2023v6.0
Source object
202530389349300038

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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