Sudbury Valley Trustees Inc
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 2,477 acres on 95 properties and holds conservation easements (known as conservation restrictments in Massachusetts) on 103 additional lands that span 3,523 acres. The organization has also helped to protect more than 70 miles of trails.
Sudbury Valley Trustees Inc at a glance
- Total assets
- $38,189,413
- +13.1% vs 2024
- Revenue (2025)
- $5,814,929
- +191.4% vs 2024
- Net investment income (2025)
- $645,900
- +8.6% vs 2024
- Expenses (2025)
- $2,539,167
- +34.7% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Sudbury Valley Trustees Inc funds
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was in the $100–250K range: 2 grants of 4 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2023, annual grant giving ranged from $300K (2021) to $345K (2023). In 2023 it made 1 grant totaling $345K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community Harvest Project Inc North Grafton, MA | Purchase of an Agricultural Preservation Restriction | $345,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $38,189,413 | $5,814,929 | $2,539,167 | — | — | $645,900 |
| 2024 | $33,755,485 | $1,995,749 | $1,885,252 | — | — | $594,647 |
| 2023 | $31,448,979 | $2,995,412 | $2,609,947 | $345,000 | 1 | $479,296 |
| 2022 | $30,284,086 | $6,625,833 | $1,696,809 | — | — | $304,412 |
| 2021 | $27,152,664 | $2,852,995 | $1,715,188 | $299,730 | 3 | $647,102 |
About Sudbury Valley Trustees Inc
Based on IRS filings
Sudbury Valley Trustees Inc is a public charity focused on Environment & Animals, based in Sudbury, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $38.2M in total assets. Net investment income was $646K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Sudbury Valley Trustees Inc is led by Lindsey Ketchel, Executive Director since 2025 (on filings since 2024); 3 of 22 officers listed in 2025 are compensated.
Officers on the 2025 filing
Lindsey Ketchel
Executive Director
Incoming Executive Director → Executive Director, 2025
On filings since 2024
40 hrs/week
$75K (2024) → $142K (2025)
Paul Bakstran
President
Vice President → President, 2024
On filings since 2021
5 hrs/week
No compensation reported
Davnet Conway
Executive Director
New on the 2025 filing
40 hrs/week
No compensation reported
Cecil Hynds-Riddle
Development Director
New on the 2025 filing
40 hrs/week
$102K (2025)
Laura Mattei
Director of Conservation
New on the 2025 filing
40 hrs/week
$125K (2025)
Colin Anderson
Director
On filings since 2021
1 hr/week
No compensation reported
Greg Peterson
Director
On filings since 2021
1 hr/week
No compensation reported
John Mastrobattista
Director
On filings since 2021
1 hr/week
No compensation reported
Karin Paquin
Director
President → Director, 2024
On filings since 2021
1 hr/week
No compensation reported
Rebecca Cutting
Director
On filings since 2021
1 hr/week
No compensation reported
Richard Perkins
Director
On filings since 2021
1 hr/week
No compensation reported
Ruth Kennedy Sudduth
Director
On filings since 2021
1 hr/week
No compensation reported
Sean Fair
Director
On filings since 2021
1 hr/week
No compensation reported
Sherri Cline
Director
On filings since 2021
1 hr/week
No compensation reported
Steve Correia
Director
On filings since 2021
1 hr/week
No compensation reported
Jim Valone
Director
On filings since 2024
1 hr/week
No compensation reported
Eric Klein
Director
New on the 2025 filing
1 hr/week
No compensation reported
Harry Newell
Director
New on the 2025 filing
1 hr/week
No compensation reported
Loring Labarbera Schwarz
Director
New on the 2025 filing
1 hr/week
No compensation reported
Lisa Schimmel
Treasurer
Director → Treasurer, 2022
On filings since 2021
5 hrs/week
No compensation reported
Molly Cutler
Vice President
Director → Vice President, 2024
On filings since 2021
5 hrs/week
No compensation reported
Peter Martin
Clerk
On filings since 2021
5 hrs/week
No compensation reported
Former officers (7)
- Former: Lisa Vernegaard (2021–2024) — Outgoing Executive Director · Filing note: Until 823
- Former: Sherrill Cline (2022–2024) — Director
- Former: Bruce Osterling (2021–2023) — Director
- Former: Richard Forman (2021–2023) — Director
- Former: Andrew Magee (2022–2023) — Director
- Former: Andy Magee (2021) — Director
- Former: Brian Clew (2021) — Director
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $142K, to Lindsey Ketchel (Executive Director (Until 7/2024)). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Sudbury Valley Trustees Inc
How large is Sudbury Valley Trustees Inc?
Sudbury Valley Trustees Inc reported $38.2M in total assets on its 2025 IRS Form 990. Its revenue that year was $5.8M.
What is Sudbury Valley Trustees Inc?
Sudbury Valley Trustees Inc is a public charity focused on Environment & Animals, based in Sudbury, MA. It holds $38.2M in total assets as of 2025.
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 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS April 27, 2022)
- Updated Form 990 for fiscal year 2023 (received by the IRS December 20, 2023)
- IRS filings on file for fiscal years 2021–2025
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