SWEETGRASS FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SWEETGRASS FOUNDATION INC (EIN 58-2011000)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-14
- IRS object ID
- 202312269349101056
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-14T16:13:21-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581763570 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES AND KOLB | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3475 PIEDMONT ROAD NE SUITE 1500 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582011000 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SWEETGRASS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SWEE | BusinessNameControlTxt |
| Phone | 6785382000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3290 NORTHSIDE PKWY NW 950 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANA H HALBERG | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6785382000 | PhoneNum |
| Signature | 2023-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANA | PersonFirstNm |
| Person Last | HALBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANN M THOMPSON | PreparerPersonNm |
| PTIN | P00719770 | PTIN |
| Phone | 4042627920 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,731,992 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $853 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $853 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $83,829 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $83,829 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $292,677 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $732,415 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $279,163 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $377,359 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $363,845 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,371 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,371 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,407 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,873 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,873 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $56 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,507 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,287 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,813 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $162,458 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $162,458 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $208,965 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,287 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $166,271 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $168,394 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $322,558 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,044 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $84,288 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $84,288 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,178,535 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,586,532 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,911,759 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $865,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $562,153 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $735,945 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,064,579 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,232,973 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,731,992 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,064,579 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,232,973 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,064,579 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,232,973 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,064,579 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,232,973 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,064,579 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $168,394 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,232,973 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,232,973 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 50 SH AMGEN INC | D | 2021-10-19 | $10,349 | $2,409 | $7,940 | $7,940 | |
| 50 SH DOLLAR GENERAL CORP | P | 2021-10-19 | $10,645 | $7,705 | $2,940 | $2,940 | 2020-04-02 |
| 100 SH FORTIVE CORP | P | 2021-10-19 | $7,247 | $1,526 | $5,721 | $5,721 | 2007-05-11 |
| 200 SH AT&T INC | P | 2021-10-19 | $5,151 | $7,470 | -$2,319 | -$2,319 | 2007-02-05 |
| 100 SH AMERICAN EXPRESS | P | 2021-10-19 | $17,697 | $4,896 | $12,801 | $12,801 | 2011-06-13 |
| 5,216.095 SH BNY MELLON CORP FD | P | 2021-12-27 | $70,000 | $68,331 | $1,669 | $1,669 | 2019-06-28 |
| 5,447.471 SH BNY MELLON BOND FD | P | 2021-12-27 | $70,000 | $74,706 | -$4,706 | -$4,706 | 2012-08-31 |
| 700 SH AT&T INC | D | 2021-12-27 | $17,417 | $25,930 | -$8,513 | -$8,513 | |
| 400 SH FORTIVE CORP | P | 2021-12-27 | $29,930 | $6,106 | $23,824 | $23,824 | 2007-05-11 |
| 300 SH AMGEN INC | D | 2021-12-27 | $67,230 | $14,459 | $52,771 | $52,771 | |
| 5,823.627 SH BNY MELLON CORP BOND FD | P | 2022-05-17 | $70,000 | $76,140 | -$6,140 | -$6,140 | 2019-06-28 |
| 6,102.877 SH BNY MELLON BOND FD | P | 2022-05-17 | $70,000 | $83,670 | -$13,670 | -$13,670 | 2012-08-31 |
| 200 SH VONTIER CORPORATION | P | 2022-05-17 | $5,342 | $1,322 | $4,020 | $4,020 | 2007-05-11 |
| 25 SH ALPHABET INC | P | 2022-05-17 | $58,098 | $6,468 | $51,630 | $51,630 | 2011-06-13 |
| 150 SH ACCENTURE PLC | P | 2022-05-17 | $42,920 | $5,780 | $37,140 | $37,140 | 2007-10-02 |
| 500 SH VANGUARD SMALL CAP ETF | P | 2022-05-17 | $37,531 | $45,099 | -$7,568 | -$7,568 | 2021-12-28 |
| 50 SH QUALCOMM INC | P | 2022-05-17 | $6,744 | $3,251 | $3,493 | $3,493 | 2013-01-08 |
| 100 SH TEXAS INSTRUMENTS INC | P | 2022-05-17 | $16,983 | $3,514 | $13,469 | $13,469 | 2007-05-11 |
| 50 SH UNION PAC CORP | P | 2022-05-17 | $11,532 | $2,516 | $9,016 | $9,016 | 2011-06-13 |
| 100 SH JP MORGAN CHASE & CO | P | 2022-05-17 | $11,904 | $4,849 | $7,055 | $7,055 | 2008-05-09 |
| 50 SH MICROSOFT CORPORATION | P | 2021-05-17 | $13,035 | $1,483 | $11,552 | $11,552 | 2007-10-02 |
| 50 SH PARKER HANNIFIN CORP | D | 2021-05-17 | $13,282 | $2,795 | $10,487 | $10,487 | |
| 300 SH APPLE INC | P | 2021-05-17 | $44,169 | $1,522 | $42,647 | $42,647 | 2009-07-06 |
| 300 SH CSX CORP | P | 2021-05-17 | $10,098 | $530 | $9,568 | $9,568 | 2003-09-05 |
| 25 SH WW GRAINGER INC | P | 2021-05-17 | $11,921 | $775 | $11,146 | $11,146 | |
| CLASS ACTION PROCEEDS-BNY MELLON | P | 2022-02-10 | $19 | $19 | $19 | ||
| CAPITAL GAINS DIVIDENDS | P | $3,171 | $3,171 | $3,171 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $279,163 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,484 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,484 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,484 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,920 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $25 | EsPenaltyAmt |
| Tax Due | $2,589 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THESWEETGRASSFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6785382000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3290 NORTHSIDE PKWY SUITE 950 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| AULBREY F DRISALDI | ||||||||
| 3290 NORTHSIDE PARKWAY NW SUITE 950 | ATLANTA | GA | 30327 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| DANA H HALBERG | ||||||||
| 3290 NORTHSIDE PARKWAY NW SUITE 950 | ATLANTA | GA | 30327 | TREASURER | 0.50 | $0 | $0 | $0 |
| THOMAS J FULLER V | ||||||||
| 3290 NORTHSIDE PARKWAY NW SUITE 950 | ATLANTA | GA | 30327 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| KENNETH R MARGOLIS | ||||||||
| 3290 NORTHSIDE PARKWAY NW SUITE 950 | ATLANTA | GA | 30327 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DR SARAH G CANDLER | ||||||||
| 3290 NORTHSIDE PARKWAY NW SUITE 950 | ATLANTA | GA | 30327 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JONATHAN FULLER | ||||||||
| 3290 NORTHSIDE PARKWAY NW SUITE 950 | ATLANTA | GA | 30327 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| BLYTHE LANG | ||||||||
| 3290 NORTHSIDE PARKWAY NW SUITE 950 | ATLANTA | GA | 30327 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| SRISTI KAMAL | ||||||||
| 3290 NORTHSIDE PARKWAY NW SUITE 950 | ATLANTA | GA | 30327 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,346,445 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $109,930 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,456,375 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,456,375 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,846 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,389,529 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $219,476 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $219,476 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,484 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,484 | TotalTaxAmt |
| Distributable Before Adj | $214,992 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $214,992 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $214,992 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $166,271 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $166,271 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $214,992 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $66,020 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,790 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,598 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,121 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $108 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $93,637 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $166,271 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $166,271 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $48,721 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $48,721 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $44,916 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $17,299 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,617 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,790 | ExcessFromYear4Amt |
| Excess From Year3 | $20,598 | ExcessFromYear3Amt |
| Excess From Year2 | $3,121 | ExcessFromYear2Amt |
| Excess From Year1 | $108 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AULBREY F DRISALDI CO BNY MELLON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3290 NORTHSIDE PARKWAY NW SUITE 950 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6785382000 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORMS OR MATERIALS ARE REQUIRED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS SHOULD GENERALLY BE SUBMITTED BY MARCH 15. | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE RESTRICTED TO INDIVIDUALS AND ORGANIZATIONS WORKING DIRECTLY FOR ECOLOGICAL HEALTH AND CULTURAL DIVERSITY AND PRESERVATION. THE FOUNDATION HAS A SPECIAL INTEREST IN THE PROTECTION OF PRISTINE WILDERNESS AREAS AND IN WORK THAT SUPPORTS YOUNG PEOPLE IN GAINING RESPECT FOR THE EARTH. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALASKA WILDLIFE CONSERVATION CENTER | ||||||||||||
| PO BOX 949 | GIRDWOOD | AK | 99587 | N/A | 501(C)(3) | SUPPORT FOR EDUCATIONAL TRAINING RE: ENDANGERED BELUGA WHALES | $6,000 | |||||
| CASCADIA WILD | ||||||||||||
| 5431 NE 20TH AVENUE | PORTLAND | OR | 97211 | N/A | 501(C)(3) | SUPPORT FOR WOLVERINE TRACKING PROJECT | $3,000 | |||||
| COLORADO WATER TRUST | ||||||||||||
| 1312 17TH STREET 766 | DENVER | CO | 80202 | N/A | 501(C)(3) | GENERAL SUPPORT FOR THE ORGANIZATION | $10,000 | |||||
| EAGLE'S NEST FOUNDATION | ||||||||||||
| PO BOX 5127 | WINSTONSALEM | NC | 27113 | N/A | 501(C)(3) | FINANCIAL AID FOR OUTDOOR ACADEMY | $3,000 | |||||
| EARTH ISLAND INSTITUTE | ||||||||||||
| 2150 ALLISON WAY STE 460 | BERKELEY | CA | 94704 | N/A | 501(C)(3) | TO SUPPORT THE PROGRAMS OF WILD HERITAGE | $1,000 | |||||
| EARTH LAW CENTER | ||||||||||||
| 530 MAIN AVENUE STE F | DURANGO | CO | 81301 | N/A | 501(C)(3) | GENERAL SUPPORT FOR THE ORGANIZATION | $10,000 | |||||
| FRIENDS OF CEDAR MESA | ||||||||||||
| PO BOX 338 | BLUFF | UT | 84512 | N/A | 501(C)(3) | GENERAL SUPPORT FOR THE ORGANIZATION | $6,000 | |||||
| GEORGIA ORGANICS | ||||||||||||
| 200 OTTLEY DRIVE NE A | ATLANTA | GA | 30324 | N/A | 501(C)(3) | GENERAL SUPPORT FOR THE ORGANIZATION | $6,500 | |||||
| GREEN LENTS | ||||||||||||
| 11918 SE DIVISION STREET 180 | PORTLAND | OR | 97266 | N/A | 501(C)(3) | GENERAL SUPPORT FOR THE ORGANIZATION | $5,000 | |||||
| HAPPILY NATURAL DAY | ||||||||||||
| 3219 NORTH AVENUE | RICHMOND | VA | 23222 | N/A | 501(C)(3) | GENERAL SUPPORT FOR THE ORGANIZATION | $3,000 | |||||
| HOLISTIC LIFE FOUNDATION INC | ||||||||||||
| 1014 W 36TH STREET STE 403 | BALTIMORE | MD | 21211 | N/A | 501(C)(3) | GENERAL SUPPORT FOR THE ORGANIZATION | $2,500 | |||||
| INDIAN RIVER LAKES CONSERVANCY | ||||||||||||
| 43982 STINE ROAD | REDWOOD | NY | 13679 | N/A | 501(C)(3) | GENERAL SUPPORT FOR THE ORGANIZATION | $5,000 | |||||
| IOWA CITIZENS FOR COMMUNITY IMPROVEMENT | ||||||||||||
| 2001 FOREST AVENUE | DES MOINES | IA | 50311 | N/A | 501(C)(3) | TO SUPPORT INDIGENOUS IOWA'S FRONTLINE LAND DEFENSE PROGRAM ENTITLED STOPPING CARBON CAPTURE AND SEQUESTRATION PIPELINE PROJECTS IN THE MIDWEST. | $5,000 | |||||
| MEDSHARE | ||||||||||||
| 3240 CLIFTON SPRINGS ROAD | DECATUR | GA | 30034 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $1,500 | |||||
| OPEN ROAD FOUNDATION | ||||||||||||
| PMB 268 4110 SE HAWTHORNE ROAD | PORTLAND | OR | 97214 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $1,000 | |||||
| PAN AFRICAN SANCTUARY ALLIANCE | ||||||||||||
| 9450 SW GEMINI DRIVE STE 59741 | BEAVERTON | CO | 97008 | N/A | 501(C)(3) | GENERAL SUPPORT FOR THE ORGANIZATION | $4,958 | |||||
| RAINCOAST CONSERVATION FOUNDATION | ||||||||||||
| PO BOX 120 61 UPPER BAY LANE | ORCAS | WA | 98280 | N/A | 501(C)(3) | SUPPORT FOR KITLOPE ECO-CULTURAL YOUTH PROGRAM | $10,000 | |||||
| RICHMOND CYCLING CORPS | ||||||||||||
| 313 E BROAD STREET STE 100 | RICHMOND | VA | 23219 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $3,000 | |||||
| RIVER NETWORK | ||||||||||||
| PO BOX 21387 | BOULDER | CO | 80308 | N/A | 501(C)(3) | GENERAL SUPPORT FOR THE ORGANIZATION | $10,000 | |||||
| THE MOM FOUNDATION - NEPAL | ||||||||||||
| N/A | FOREIGN TAX-EXEMPT O | CONTINUED SUPPORT FOR EDUCATIONAL PROGRAMS, ETC. | $51,000 | POST BOX 8975 EVERST POSTAL CARE | 5647 | KATHMANDU | NP | |||||
| UKRANIAN EVANGELICAL CHRISTIAN CHURCH | ||||||||||||
| N/A | FOREIGN TAX-EXEMPT O | FOR REFUGEE RELIEF | $7,500 | IVANA FRANKA STREET BLDG 10 | ZHOVTI VODY | UP | 55210 | |||||
| UNITE THE PARKS | ||||||||||||
| PO BOX 1554 | MARIPOSA | CA | 95338 | N/A | 501(C)(3) | GENERAL SUPPORT FOR THE ORGANIZATION | $2,500 | |||||
| WALKING MOUNTAIN SCIENCE CENTER | ||||||||||||
| 318 WALKING MOUNTAINS LANE | AVON | CO | 81620 | N/A | 501(C)(3) | GENERAL SUPPORT FOR THE ORGANIZATION | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $162,458 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $853 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,829 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $292,677 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $377,359 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $377,359 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,800 | Amt |
| Net Investment Income | $1,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,900 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $562,153 | EOYBookValueAmt |
| EOYFMV | $735,945 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,586,532 | EOYBookValueAmt |
| EOYFMV | $2,911,759 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $16 | $16 | $0 |
| ANNUAL REGISTRATION | $40 | $0 | $40 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $39,371 | Amt |
| Net Investment Income | $39,371 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,407 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |