AUMdb

Sudbury Valley Trustees Inc

EIN 046049963 · 501(c)(3) · Public charity · Sudbury, MA · recognized 1957

Assets
$33.8M
Revenue
$2.0M
Expenses
$1.9M
Investment income
$595K

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Lisa Vernegaard Until 823 Outgoing executive director $114,361 $4,609
Lindsey Ketchel Started 72023 Incoming executive director $75,081 $1,073
Jim Valone Director $0 $0
Lisa Schimmel Treasurer $0 $0
Greg Peterson Director $0 $0
Richard Perkins Director $0 $0
Karin Paquin Director $0 $0
John Mastrobattista Director $0 $0
Peter Martin Clerk $0 $0
Ruth Kennedy Sudduth Director $0 $0
Sean Fair Director $0 $0
Rebecca Cutting Director $0 $0
Molly Cutler Vice president $0 $0
Steve Correia Director $0 $0
Sherrill Cline Director $0 $0
Paul Bakstran President $0 $0
Colin Anderson Director $0 $0