Sudbury Valley Trustees Inc logo

Sudbury Valley Trustees Inc

SUDBURY, MA EIN: 04-6049963 Website

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

North Grafton

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$5M$7M2021202220232024
Metric202420232022
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

$0$86K$173K$259K$345K0 grants20210 grants20221 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

1 grants across all recorded years

<$50K$50–100K$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

LISA VERNEGAARD UNTI…OUTGOING EXECUTIVE DIRECTOR$114KLINDSEY KETCHEL STAR…INCOMING EXECUTIVE DIRECTOR$75K

From 2024 filing

NameTitleHoursCompensation
COLIN ANDERSONDIRECTOR1
PAUL BAKSTRANPRESIDENT5
SHERRILL CLINEDIRECTOR1
STEVE CORREIADIRECTOR1
MOLLY CUTLERVICE PRESIDENT5
REBECCA CUTTINGDIRECTOR1
SEAN FAIRDIRECTOR1
RUTH KENNEDY SUDDUTHDIRECTOR1
PETER MARTINCLERK5
JOHN MASTROBATTISTADIRECTOR1
KARIN PAQUINDIRECTOR1
RICHARD PERKINSDIRECTOR1
GREG PETERSONDIRECTOR1
LISA SCHIMMELTREASURER5
JIM VALONEDIRECTOR1
LINDSEY KETCHEL STARTED 72023INCOMING EXECUTIVE DIRECTOR40$75,081
LISA VERNEGAARD UNTIL 823OUTGOING EXECUTIVE DIRECTOR40$114,361

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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