Sullivan Family Charitable Foundation in Sudbury, Massachusetts (MA)

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Sullivan Family Charitable Foundation
Employer Identification Number (EIN)261624907
Name of OrganizationSullivan Family Charitable Foundation
In Care of NamePatrick J Sullivan
Address151 Plympton Rd, Sudbury, MA 01776-1804
SubsectionCharitable Organization
Ruling Date02/2008
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2011
Assets$1,000,000 to $4,999,999
Income$500,000 to $999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$2,629,258
Amount of Income$806,982
Form 990 Revenue Amount$133,136
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations


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Amount of income in 2011: $806,982 (it was $876,849 in 2010)
This organization: 

 $806,982
Other organizations performing similar types of work: 

 $90,224

Assets in 2011: $2,629,258 (it was $2,624,716 in 2010)
Sullivan Family Charitable Foundation: 

 $2,629,258
Other organizations performing similar types of work: 

 $323,888

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$133,136$131,047$112,156
Contributions, gifts, grants, etc., received$2,075
Interest on savings and temporary cash investments$104,215
Dividends and interest from securities$7,941
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$18,905
Total expenses and disbursements$128,594$0$0$125,000
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$3,594$0$0
Contributions, gifts, grants paid$125,000
Excess of revenue over expenses and disbursements$4,542
Net investment income$131,047
Adjusted net income$112,156
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$2,629,258$2,609,927
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$0
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$2,568,292
Other$60,966
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$2,629,258
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$18,905
Net capital loss$0
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$1,310
Total credits and payments$0
Any penalty for underpayment of estimated tax$33
Tax due$1,343
Amount to be credited to 2012 estimated tax$0
Statements Regarding Activities (for 2011)
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 2011 or the taxable year beginning in 2011?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
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?No
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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?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 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$2,719,607
Net value of noncharitable-use assets$2,678,820
Minimum investment return$133,941
Distributable Amount (for 2011)
Distributable amount$132,631
Undistributed Income (for 2011)
Distributable amount for 2011$132,631
Undistributed income for 2011. This amount must be distributed in 2012$3,060
Private Operating Foundations (for 2011)
2011201020092008Total
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
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Yawkey Foundation Ii990 Washington St Ste 315, Dedham, MA 02026-6719MA1983-04$136,926,137
2Goldhirsh Yellin FoundationRinet 101 Federal St, Boston, MA 02110MA2010-08$57,648,531
3The Owens Family FoundationPO BOX 78, Norwell, MA 02061-0078MA2001-01$14,510,671
4Tbl Charitable Foundation15 Charlesden Park, Newtonville, MA 02460-2207MA2006-02$10,130,760
5Wagner Family FoundationPO BOX 51400, Boston, MA 02205-1400MA2004-01$9,204,028
6Vbs Foundation IncPO BOX 126, Belmont, MA 02478-0002MA2000-08$7,340,992
7The Ashurst Foundation, Pozen Robert C Et Al Ttee9 Arlington Street, Boston, MA 02116-3410MA2004-12$6,820,175
8Green Family Charitable Foundation2251 Head Of The Bay, Harwich, MA 02645MA2012-05$6,132,291
9James H & Irene M Hunter Charitable Tr, Susan W Hunnewell Ttee10 Post Office Square Ste 960, Boston, MA 02109-4603MA2011-02$6,090,567
10Samantha Becky Mark Foundation29 Newbury St 3rd Flr, Boston, MA 02116-3135MA2009-07$5,757,537
11Maine Timberlands Charitable TrustOne International Place 17th Flr, Boston, MA 02110-2602MA2010-10$4,618,256
12Strategic Grant Partners Inc240 Newbury St Ste 2, Boston, MA 02116-2580MA2003-04$4,446,228
13Mountz Family FoundationC/O Gw Wade 93 Worcester Street, Wellesley, MA 02481MA2013-02$4,000,012
14The Robert And Michelle Cooke Atchinson Foundation, Atchinson Robert G Ttee3 Burroughs Rd, Lexington, MA 02420-1947MA1999-07$3,641,804
15Staples Foundation Inc500 Staples Dr Fl4-West, Framingham, MA 01702-4478MA2003-08$3,314,164
16The Nooril-Iman Charitable Foundation Inc1 Highwood Dr, Tewksbury, MA 01876-1155MA2001-04$2,762,550
17Stifler Family Foundation, Stifler Lawrence T P Ttee100 Codman Rd, Brookline, MA 02445-7555MA2004-02$2,700,610
18Stop & Shop Family Foundation Inc1385 Hancock St, Quincy, MA 02169-5103MA2001-12$2,670,844
19One Step Foward Education Foundation IncRhb 50 Congress St Suite 900, Boston, MA 02109MA2010-09$2,652,259
20Shaich Family Foundation, Shaich Ronald M TteeC/O Ronald M Shaich 23 Prescott, Brookline, MA 02446MA2004-04$2,587,116
21Fairbanks Family Charitable FoundationPO BOX 297, Williamstown, MA 01267-0297MA2009-02$2,361,087
22Rosengard Foundation Inc80 Lyman Rd, Chestnut Hill, MA 02467-2825MA2011-11$2,311,898
23The@milton And Dorothy Sarnoff Raymond Foundation, Samuel H Laitman TteePO BOX 147, Williamstown, MA 01267-0147MA2009-07$2,310,537
24Ladera Foundation29 Commonwealth Ave, Boston, MA 02116-2349MA2009-09$2,157,819
25Phyllis Anthony Charitable Trust, Shapiro Jane Ttee1280 Soldiers Field Rd, Boston, MA 02135-1003MA2011-07$2,104,382
26Susan And Barry Tatelman Family Foundation, Tatelman Barry E Co-Ttee9 Arlington St Apt 1, Boston, MA 02116-3413MA2002-04$1,899,246
27The@alan And Terri Spoon Family Foundation11 Ledgeways, Wellesley Hls, MA 02481-1409MA2003-05$1,719,676
28Savage Family Foundation946 Great Plain Ave 185, Needham, MA 02492-3030MA2000-08$1,701,907
29Learning By Giving Foundation Inc101 Federal St Ste 1900, Boston, MA 02110-1861MA2011-08$1,661,512
30Sword And Spoon Foundation, John Kingston Iii Et Al Ttee138 Conant St Ste 1, Beverly, MA 01915-1666MA2008-08$1,599,332
Number of organizations performing similar types of work
Alaska8
Alabama189
Arkansas76
Arizona255
California2,264
Colorado383
Connecticut378
District of Columbia99
Delaware361
Florida1,391
Georgia433
Hawaii77
Iowa135
Idaho68
Illinois994
Indiana243
Kansas142
Kentucky137
Louisiana125
Massachusetts669
Maryland413
Maine64
Michigan535
Minnesota313
Missouri300
Mississippi54
Montana57
North Carolina473
North Dakota13
Nebraska122
New Hampshire63
New Jersey816
New Mexico71
Nevada180
New York2,349
Ohio614
Oklahoma216
Oregon176
Pennsylvania999
Rhode Island165
South Carolina127
South Dakota31
Tennessee177
Texas1,160
Utah208
Virginia430
Vermont32
Washington355
Wisconsin341
West Virginia44
Wyoming59
International32
Total19,416

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