NonprofitsSudbury Valley Trustees Inc

Environment

Sudbury Valley Trustees Inc

SUDBURY, MA

Total revenue

$2.0M

Total expenses

$1.9M

Net assets

$33.0M

Grants received

$3.4M

161 grants

EIN

046049963

Tax year

2023

Mission

Land/river protection, stewardship, and education/advocacy

Programs

2 programs

The stewardship program is responsible for the management of the reservations that the organization owns and for the monitoring and oversight of conservation restrictions. The stewardship program includes ecosystem and habitat protection, maintenance of views, access, and trails, protection of the legacy of the properties, and coordination of the stewardship volunteers.

Expenses: $632K

The organization partners with municipal boards and committees, local land trusts, and state and federal agencies to support one another's conservation goals and to pool resources to enable conservation. In addition, the organization works with landowners who are interested in making long-term conservation plans for their land and participates in non-partisan work to advocate for policies and funding that directly advance the land protection and stewardship of natural areas around the sudbury, assabet, and concord rivers, as well as in massachusetts in general.

Expenses: $231K

Financials

FY 2023

Revenue

Contributions & grants$1.4M
Program service revenue$8K
Investment income$595K
Other revenue$32K
Total revenue$2.0M

Expenses

Grants paid
Salaries & benefits$1.3M
Fundraising$244K
Other expenses$572K
Total expenses$1.9M
Total assets$33.8M
Net assets$33.0M

People

17 listed

NameRoleCompensation

LISA VERNEGAARD UNTIL 823

OUTGOING EXECUTIVE DIRECTOR

Board

$114K

40 hrs/wk

LINDSEY KETCHEL STARTED 72023

INCOMING EXECUTIVE DIRECTOR

Board

$75K

40 hrs/wk

SHERRILL CLINE

DIRECTOR

Board

1 hrs/wk

STEVE CORREIA

DIRECTOR

Board

1 hrs/wk

MOLLY CUTLER

VICE PRESIDENT

Board

5 hrs/wk

REBECCA CUTTING

DIRECTOR

Board

1 hrs/wk

SEAN FAIR

DIRECTOR

Board

1 hrs/wk

RUTH KENNEDY SUDDUTH

DIRECTOR

Board

1 hrs/wk

COLIN ANDERSON

DIRECTOR

Board

1 hrs/wk

JOHN MASTROBATTISTA

DIRECTOR

Board

1 hrs/wk

KARIN PAQUIN

DIRECTOR

Board

1 hrs/wk

RICHARD PERKINS

DIRECTOR

Board

1 hrs/wk

GREG PETERSON

DIRECTOR

Board

1 hrs/wk

LISA SCHIMMEL

TREASURER

Board

5 hrs/wk

JIM VALONE

DIRECTOR

Board

1 hrs/wk

PETER MARTIN

CLERK

Board

5 hrs/wk

PAUL BAKSTRAN

PRESIDENT

Board

5 hrs/wk

Grants received

Showing 161 of 161

FromAmountPurposeYear
$25K
BUILDING NETWORKS
2024
$15K
UNRESTRICTED GENERAL
2024
$10K
UNRESTRICTED GENERAL SUPPORT
2024
$9K
FOR RECIPIENT'S EXEMPT PURPOSE
2024
$9K
ENVIRONMENTAL
2024
$8K
MERRIMACK CONSERVATION PARTNERSHIP LAND TRANSACTION GRANT PROGRAM
2024
$5K
CHARITABLE
2024
$1K
REGIONAL LAND TRUST - LAND STEWARDSHIP ACTIVITIES
2024
$140K
For grant recipient's exempt purposes
2023
$80K
General Support
2023
$30K
CHARITABLE
2023
$30K
ENVIRONMENTAL PROTECTION
2023
$27K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$19K
ENVIRONMENTAL AND ANIMALS
2023
$12K
SUDBURY
2023
$10K
UNRESTRICTED GENERAL SUPPORT
2023
$10K
PUBLIC LANDS FUND
2023
$8K
Operating Support/Annual Fund
2023
$7K
GENERAL PURPOSE
2023
$6K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$6K
ENVIRONMENTAL
2023
$5K
COMMUNITY
2023
$5K
To further the objectives of the recipient organization.
2023
$5K
CHARITABLE
2023
$1K
REGIONAL LAND TRUST
2023
$1K
General Grant
2023
$1K
FULFILL CHARITABLE PURPOSE
2023
$750
MATCHING GIFTS
2023
$500
Operations budget assistance
2023
$250
PROGRAM/OPERATING SUPPORT
2023
$200
CHARITY'S ACTIVITIES
2023
$50
PROGRAM/OPERATING SUPPORT
2023
$169K
For grant recipient's exempt purposes
2022
$80K
PROJECT SUPPORT
2022
$75K
LAND/BUILDING ACQUISITION
2022
$63K
ENVIRONMENT, ANIMALS
2022
$55K
ENVIRONMENTAL PROTECTION
2022
$50K
FOR THE AGRICULTURAL PRESERVATION RESTRICTION ON PROSPECT HILL COMMUNITY ORCHARD IN HARVARD, MA
2022
$40K
General Support
2022
$20K
Miscellaneous Community Support
2022
$20K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$15K
ENVIRONMENTAL AND ANIMALS
2022
$15K
SUDBURY
2022
$15K
TOWARD A CONSERVATION RESTRICTION FOR 45.24 ACRES OF WOODLAND AND FORESTED WETLANDS THAT IS HABI.
2022
$10K
UNRESTRICTED GENERAL SUPPORT
2022
$10K
To further the objectives of the recipient organization.
2022
$7K
Operating Support/Annual Fund
2022
$6K
GENERAL PURPOSE
2022
$5K
CHARITABLE
2022
$5K
COMMUNITY
2022
$5K
MATCHING GIFTS
2022
$1K
REGIONAL LAND TRUST
2022
$1K
PROGRAM/OPERATING SUPPORT
2022
$1K
General Grant
2022
$250
MATCHING GIFTS
2022
$200
Operations budget assistance
2022
$100
CHARITY'S ACTIVITIES
2022
$50
PROGRAM/OPERATING SUPPORT
2022
$199K
For grant recipient's exempt purposes
2021
$199K
For grant recipient's exempt purposes
2021
$50K
ENVIRONMENT, ANIMALS
2021
$40K
General Support
2021
$20K
ENVIRONMENTAL AND ANIMALS
2021
$10K
SUDBURY
2021
$10K
For recipient's exempt purpose
2021
$9K
MERRIMACK CONSERVATION PARTNERSHIP LAND TRANSACTION GRANT PROGRAM
2021
$8K
To further the objectives of the recipient organization.
2021
$7K
Operating Support/Annual Fund
2021
$1K
GENERAL SUPPORT
2021
$500
General Grant
2021
$100
CHARITY'S ACTIVITIES
2021
$136K
For grant recipient's exempt purposes
2020
$47K
FOR RECIPIENT'S EXEMPT PURPOSE
2020
$40K
ENVIRONMENTAL PROTECTION
2020
$20K
Wildlife and Nature Preservati
2020
$20K
General Support
2020
$15K
TOWARD A 46-ACRE ADDITION TO CALLAHAN STATE PARK IN MARLBOROUGH, MASSACHUSETTS.
2020
$12K
ENVIRONMENTAL AND ANIMALS
2020
$10K
UNRESTRICTED GENERAL SUPPORT
2020
$8K
To further the objectives of the recipient organization.
2020
$7K
GENERAL PURPOSE
2020
$6K
Operating Support/Annual Fund
2020
$5K
CHARITABLE
2020
$3K
EXECUTIVE MATCHING GIFT PROGRAM
2020
$1K
REGIONAL LAND TRUST
2020
$1K
GENERAL SUPPORT
2020
$620
EMPLOYEE MATCHING GRANT
2020
$500
General Grant
2020
$500
To further organization's outreach & service activities to its community.
2020
$120
MATCHING GIFTS
2020
$100
CHARITY'S ACTIVITIES
2020
$155K
For grant recipient's exempt purposes
2019
$15K
ENVIRONMENTAL AND ANIMALS
2019
$10K
UNRESTRICTED GENERAL SUPPORT
2019
$6K
Operating Support/Annual Fund
2019
$5K
General Charitable Operation
2019
$3K
AWARDS & GRANTSAWARDS & GRANTS
2019
$149K
For grant recipient's exempt purposes
2018
$25K
PROGRAM SUPPORT
2018
$16K
MERRIMACK RIVER CONSERVATION PARTNERSHIP GRANT FOR LAND PROTECTION
2018
$12K
ENVIRONMENTAL AND ANIMALS
2018
$2K
GENERAL PURPOSE
2018
$1K
TO SUPPORT CONSERVATION
2018
$500
GENERAL GRANT
2018
$500
PROGRAM/OPERATING SUPPORT
2018
$500
Matching Grant
2018
$500
To further organization's outreach & service activities to its community.
2018
$198K
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
2017
$10K
Operating Support
2017
$9K
ENVIRONMENTAL/ANIMALS
2017
$1K
REGIONAL LAND TRUST
2017

Funded by

$3.4M from 57 funders · 161 grants · 2017–2024

Fidelity Investments Charitable Gift Fund

$1.3M · 8 grants · 2017–2023

The Gordon And Marjorie Osborne

$270K · 3 grants · 2021–2024

Edith H Overly Foundation

$180K · 4 grants · 2020–2023

National Philanthropic Trust

$165K · 3 grants · 2021–2023

Litowitz Foundation Inc

$125K · 3 grants · 2020–2023

Vanguard Charitable Endowment Program

$103K · 4 grants · 2020–2023

Donor Advised Charitable Giving Inc

$102K · 7 grants · 2017–2023

Details

EIN046049963
NTEE codeC340
Subsection03
Ruling date1957-08
Formed1953
Employees18
Volunteers153
SUDBURY VALLEY TRUSTEES INC — Mission, Financials & Grants Received | Grantivo