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The Sudbury Foundation

Investing in People, Place & Possibility

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Governance & Financials

Governance & Financials

The Foundation is governed by a five-member board of trustees, including our corporate trustee, Bank of America. The trustees are responsible for overseeing the Foundation’s mission, strategic direction, finances and policies in order to maximize philanthropic activities. Individual trustees volunteer their time and effort to the Foundation.

Careful stewardship of the Foundation’s assets is crucial to our mission. The Foundation’s finances are monitored by our Finance Committee which includes Miner Crary, chair, and Tracy Stewart.

The Finance Committee works with our Bank of America investment manager to monitor allocations and review investment returns.

Our auditor, AAFCPAs, performs an annual Financial Review.

Tax ID: 04-6037026

Documents:

2021 990PF

2021 Financial Statements

2020 990PF

2020 Financial Statements

2019 990PF

2019 Financial Statements

2018 990PF

2018 Financial Statements

Updated 7/22/20

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The Sudbury Foundation
326 Concord Road
Sudbury, MA 01776

Email: General Inquiry
T 978-443-0849
F 978-579-9536

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