SUDBURY VALLEY TRUSTEES, INC. ("THE ORGANIZATION") WORKS TO PROTECT NATURAL AREAS AND FARMLAND FOR WILDLIFE AND PEOPLE IN THE 36 COMMUNITIES THAT SURROUND THE SUDBURY, ASSABET, AND CONCORD RIVERS. THE ORGANIZATION CARES FOR SOME OF THE REGION'S MOST IMPORTANT FORESTS, WETLANDS, AND GRASSLANDS NATURAL AREAS THAT SUPPORT WILDLIFE HABITAT, WORKING FARMS, AND RECREATIONAL TRAILS. THE ORGANIZATION CURRENTLY OWNS 2,434 ACRES ON 94 PROPERTIES AND HOLDS CONSERVATION EASEMENTS (KNOWN AS CONSERVATION RESTRICTMENTS IN MASSACHUSETTS) ON 98 ADDITIONAL LANDS THAT SPAN 3,332 ACRES. THE ORGANIZATION HAS ALSO HELPED TO PROTECT MORE THAN 70 MILES OF TRAILS.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$33.8M
+7.3% YoY
Revenue
$2.0M
-33.4% YoY
Net Investment Income
$595K
+24.1% YoY
Expenses
$1.9M
-27.8% YoY
About Sudbury Valley Trustees Inc
Based on IRS filings
Sudbury Valley Trustees Inc is a nonprofit organization focused on Environment & Animals, based in SUDBURY, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $33.8M in total assets. Net investment income was $595K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $33,755,485 | $31,448,979 | $30,284,086 |
| Revenue | $1,995,749 | $2,995,412 | $6,625,833 |
| Expenses | $1,885,252 | $2,609,947 | $1,696,809 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $594,647 | $479,296 | $304,412 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
1 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| COLIN ANDERSON | DIRECTOR | 1 | — |
| PAUL BAKSTRAN | PRESIDENT | 5 | — |
| SHERRILL CLINE | DIRECTOR | 1 | — |
| STEVE CORREIA | DIRECTOR | 1 | — |
| MOLLY CUTLER | VICE PRESIDENT | 5 | — |
| REBECCA CUTTING | DIRECTOR | 1 | — |
| SEAN FAIR | DIRECTOR | 1 | — |
| RUTH KENNEDY SUDDUTH | DIRECTOR | 1 | — |
| PETER MARTIN | CLERK | 5 | — |
| JOHN MASTROBATTISTA | DIRECTOR | 1 | — |
| KARIN PAQUIN | DIRECTOR | 1 | — |
| RICHARD PERKINS | DIRECTOR | 1 | — |
| GREG PETERSON | DIRECTOR | 1 | — |
| LISA SCHIMMEL | TREASURER | 5 | — |
| JIM VALONE | DIRECTOR | 1 | — |
| LINDSEY KETCHEL STARTED 72023 | INCOMING EXECUTIVE DIRECTOR | 40 | $75,081 |
| LISA VERNEGAARD UNTIL 823 | OUTGOING EXECUTIVE DIRECTOR | 40 | $114,361 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Sudbury Valley Trustees Inc?
Sudbury Valley Trustees Inc is a nonprofit organization focused on Environment & Animals, based in SUDBURY, MA. It holds $33.8M in total assets as of 2024.
How large is Sudbury Valley Trustees Inc?
As of 2024, Sudbury Valley Trustees Inc holds $33.8M in total assets with $2.0M in annual revenue.
Where does Sudbury Valley Trustees Inc operate?
Sudbury Valley Trustees Inc has awarded grants in Massachusetts.
What is Sudbury Valley Trustees Inc's EIN?
Sudbury Valley Trustees Inc's EIN (Employer Identification Number) is 04-6049963. IRS Form 990 filing data is available on this page for 2021–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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