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Nonprofit · EIN 04-3022768

LINCOLN SUDBURY SCHOLARSHIP FUND INC

Also known as LINCOLN-SUDBURY

Tax-exempt · SUDBURY, MA 01776

Financials

$42K$227K2022$127K$230K2023$330K$233K2024
Revenue Expenses · by fiscal year end
Financials of LINCOLN SUDBURY SCHOLARSHIP FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$329,727$232,868$96,859$2,959,812$33,200$2,926,612
June 30, 2024990$126,911$229,575-$102,664$2,972,664$196,100$2,776,564
June 30, 2023990$41,961$226,675-$184,714$2,813,782$201,025$2,612,757
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$80,447
Program service revenue
$0
Investment income
$249,280
Net gain from sales of assets
$121,223
Other revenue
$0

Expenses

Grants and similar amounts paid
$192,400
Compensation of officers, directors and key employees
$23,000
Salaries, compensation and benefits (total)
$23,000
Professional fundraising fees
$0
Accounting fees
$4,175
Program services (functional)
$227,444
Management and general (functional)
$5,424

Balance sheet and other

Total assets, start of year
$2,972,664
Total assets, end of year
$2,959,812
Total liabilities, end of year
$33,200
Net assets, end of year
$2,926,612
Publicly traded securities
$2,812,921
Net assets without donor restrictions
$1,282,329
Net assets with donor restrictions
$1,644,283
Gross receipts
$1,367,796
Employees
0
Volunteers
14
Year formed
1988
State of legal domicile
MA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
KRISTINA STANLEYCLERK/SECRETARY
Officer
7$23,000
EILEEN BERKELDirector
Trustee or director
2$0
JEFF COBBTreasurer
Officer
10$0
MARY MULLINPresident
Officer
5$0
990 for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensation
KRISTINA STANLEYCLERK/SECRETARY
Officer
7$18,000
EILEEN BERKELMEMBER
Trustee or director
5$0
PAUL BISSONMEMBER
Trustee or director
5$0
ELIZABETH SMITHMEMBER
Trustee or director
5$0
JEFF COBBTreasurer
Officer
10$0
MARY MULLINPresident
Officer
5$0
990 for the year ended June 30, 2023: 6 people
NameTitleHours / weekCompensation
KRISTINA STANLEYCLERK/SECRETARY
Officer
7$16,200
EILEEN BERKELMEMBER
Trustee or director
5$0
PAUL BISSONMEMBER
Trustee or director
5$0
ELIZABETH SMITHMEMBER
Trustee or director
5$0
JEFF COBBTreasurer
Officer
10$0
MARY MULLINPresident
Officer
5$0

Address and contacts

Address (IRS master file)
390 LINCOLN RD, SUDBURY, MA 01776-1409
Principal officer (990 for 2024)
KRISTINA STANLEY, 29 Pond Circle, Mashpee, MA 02649
Signed the 990
KRISTINA STANLEY, CLERK/SECRETARY
Phone
(978) 443-9961
Return prepared by
Walsh & Associates PC

Mission

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE SCHOLARSHIPS TO LINCOLN-SUDBURY HIGH SCHOOL STUDENTS BASED ON REQUIREMENTS AS SET BY THE BOARD AND THE BY-LAWS.

990 for the year ended June 30, 2025

Program accomplishments

  • 78 SCHOLARSHIPS AWARDED OF $192,400
    Expenses $227,444 · grants $192,400

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
04-3022768
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1989
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,959,812
Income (IRS master file)
$1,367,796

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$329,727$232,868$2,959,812XML
990June 2024$126,911$229,575$2,972,664XML
990June 2023$41,961$226,675$2,813,782XML
990June 2022$224,338$223,041$2,741,256IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3022768).

Questions about LINCOLN SUDBURY SCHOLARSHIP FUND INC

What is the EIN of LINCOLN SUDBURY SCHOLARSHIP FUND INC?
The employer identification number (EIN) of LINCOLN SUDBURY SCHOLARSHIP FUND INC is 04-3022768.
Is LINCOLN SUDBURY SCHOLARSHIP FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to LINCOLN SUDBURY SCHOLARSHIP FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LINCOLN SUDBURY SCHOLARSHIP FUND INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LINCOLN SUDBURY SCHOLARSHIP FUND INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LINCOLN SUDBURY SCHOLARSHIP FUND INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of LINCOLN SUDBURY SCHOLARSHIP FUND INC?
The 990 for the year ended June 30, 2025 names KRISTINA STANLEY.
Who are the officers and directors of LINCOLN SUDBURY SCHOLARSHIP FUND INC?
The 990 for the year ended June 30, 2025 lists 4 people; 1 received compensation from the organization, the highest $23,000 (KRISTINA STANLEY, CLERK/SECRETARY).
How much revenue does LINCOLN SUDBURY SCHOLARSHIP FUND INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $329,727, expenses of $232,868 and total assets of $2,959,812 at year end.

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