SWEETGRASS FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SWEETGRASS FOUNDATION INC (EIN 58-2011000)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-15
- IRS object ID
- 202202279349100730
- Schema version
- 2020v4.2
- 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 | 2022-08-15T15:05:51-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | 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 | 2020-10-01 | 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 NO 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 | 2022-08-12 | 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 | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,577,134 | 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 | $23 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $77,325 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,325 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $98,765 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $105,117 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $98,765 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $176,113 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $176,113 | 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 | $38,094 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,094 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,244 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $471 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $471 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $52 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,661 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,006 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,411 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $214,080 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $214,080 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $257,741 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,006 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $216,491 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$81,628 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $136,107 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $96,320 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,044 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,044 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,184,887 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,178,535 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,677,558 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $865,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $865,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $878,532 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,146,207 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,064,579 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,577,134 | 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 | $2,146,207 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,064,579 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,146,207 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,064,579 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,146,207 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,064,579 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,146,207 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$81,628 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,064,579 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,064,579 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100 SH DANAHER CORP | P | 2007-05-11 | 2021-09-27 | $32,601 | $2,750 | $29,851 | $29,851 |
| 10 SH ALPHABET INC | P | 2011-06-13 | 2021-09-27 | $28,416 | $2,587 | $25,829 | $25,829 |
| 200 SH APPLE INC | P | 2009-07-06 | 2021-09-27 | $29,363 | $1,015 | $28,348 | $28,348 |
| CAPITAL GAINS DIVIDENDS | P | $14,737 | $14,737 | $14,737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $98,765 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,892 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,892 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,892 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | 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 | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $9 | EsPenaltyAmt |
| Overpayment | $99 | OverpaymentAmt |
| Applied To ES Tax | $99 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | $4,358,720 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,257 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,431,977 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,431,977 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,480 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,365,497 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $218,275 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $218,275 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,892 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,892 | TotalTaxAmt |
| Distributable Before Adj | $216,383 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $216,383 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $216,383 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $216,491 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $216,491 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $216,491 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $216,383 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $66,020 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,790 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,598 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,121 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $93,529 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $216,491 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $216,383 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $108 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $93,637 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $93,637 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $66,020 | ExcessFromYear4Amt |
| Excess From Year3 | $3,790 | ExcessFromYear3Amt |
| Excess From Year2 | $20,598 | ExcessFromYear2Amt |
| Excess From Year1 | $3,121 | ExcessFromYear1Amt |
| Excess From Current Year | $108 | ExcessFromCurrentYearAmt |
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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | CityRecipientForeignAddress/CityNm | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALASKA WILDLIFE ALLIANCE | |||||||||||||
| PO BOX 202022 | ANCHORAGE | AK | 99520 | N/A | 501(C)(3) | SUPPORT FOR CLIMATE ADAPTATION | $3,000 | ||||||
| ALASKA WILDLIFE CONSERVATION CENTER | |||||||||||||
| PO BOX 949 | GIRDWOOD | AK | 99587 | N/A | 501(C)(3) | SUPPORT FOR EDUCATIONAL TRAINING RE: ENDANGERED BELUGA WHALES | $4,280 | ||||||
| AMAZON CENTER FOR ENVIRONMENTAL EDUCATION RESEARCH FOUNDATION | |||||||||||||
| PO BOX 235 | UNIONVILLE | PA | 19375 | N/A | 501(C)(3) | SUPPORT FOR BEEKEEPING PROJECT IN PERUVIAN AMAZON | $7,500 | ||||||
| CASCADIA WILD | |||||||||||||
| 5431 NE 20TH AVENUE | PORTLAND | OR | 97211 | N/A | 501(C)(3) | SUPPORT FOR WOLVERINE TRACKING PROJECT | $10,800 | ||||||
| CHATTAHOOCHEE NATURE CENTER | |||||||||||||
| 9135 WILLEO ROAD | ROSWELL | GA | 30075 | N/A | 501(C)(3) | GENERAL SUPPORT FOR THE ORGANIZATION | $6,000 | ||||||
| EAGLE'S NEST FOUNDATION | |||||||||||||
| PO BOX 5127 | WINSTONSALEM | NC | 27113 | N/A | 501(C)(3) | FINANCIAL AID FOR OUTDOOR ACADEMY | $10,000 | ||||||
| EARTH ISLAND INSTITUTE INC | |||||||||||||
| 2150 ALLSTON WAY 460 | BERKELEY | CA | 94704 | N/A | 501(C)(3) | SUPPORT FOR WILD HERITAGE | $10,000 | ||||||
| ECOLOGIC DEVELOPMENT FUND | |||||||||||||
| PO BOX 381571 | CAMBRIDGE | MA | 02238 | N/A | 501(C)(3) | SUPPORT FOR ECOLOGIC CONSERVATION | $10,000 | ||||||
| GLOBAL WILDLIFE CONSERVATION | |||||||||||||
| PO BOX 129 | AUSTIN | TX | 78767 | N/A | 501(C)(3) | SUPPORT FOR ZAMBEZI ELEPHANT FUND | $6,000 | ||||||
| GRAND STAIRCASE ECSALANTE PARTNERS | |||||||||||||
| PO BOX 53 | KANAB | UT | 84741 | N/A | 501(C)(3) | SUPPORT FOR NATIVE CONNECTIONS INITIATIVE | $5,000 | ||||||
| GROUNDSWELL INTERNATIONAL | |||||||||||||
| 712 H STREET NE STE 1355 | WASHINGTON | DC | 20002 | N/A | 501(C)(3) | SUPPORT FOR TRAINING TO COMBAT FOOD INSECURITY IN NEPAL | $5,000 | ||||||
| KOKONUT KOALITION | |||||||||||||
| 459 OPIHIKAO PLACE | HONOLULU | HI | 968251128 | N/A | 501(C)(3) | SUPPORT FOR RESTORATION OF KOKO CRATER TRAMWAY | $3,000 | ||||||
| MEDSHARE | |||||||||||||
| 3240 CLIFTON SPRINGS ROAD | DECATUR | GA | 30034 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $3,000 | ||||||
| OPEN ROAD FOUNDATION | |||||||||||||
| PMB 268 4110 SE HAWTHORNE ROAD | PORTLAND | OR | 97214 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $1,000 | ||||||
| OUTWARD BOUND INTERNATIONAL | |||||||||||||
| 2578 BROADWAY | NEW YORK | NY | 100258848 | N/A | 501(C)(3) | SUPPORT FOR DEVELOPMENT OF "TREAD LIGHTLY" CURRICULUM | $7,500 | ||||||
| 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 | $20,000 | ||||||
| RICHMOND CYCLING CORPS | |||||||||||||
| 313 E BROAD STREET STE 100 | RICHMOND | VA | 23219 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $3,000 | ||||||
| ROUND RIVER CONSERVATION STUDIES | |||||||||||||
| 925 W 900 S STE 210 | SALT LAKE CITY | UT | 84105 | N/A | 501(C)(3) | SUPPORT FOR ENVIRONMENTAL PROTECTION | $21,000 | ||||||
| SCION TRUST | |||||||||||||
| N/A | FOREIGN TAX-EXEMPT O | SUPPORT FOR PAY IT FORWARD PROJECT | $8,000 | PO BOX 20047 - 00100 | NAIROBI | KE | |||||||
| SINAM DEVELOPMENT CENTER | |||||||||||||
| N/A | FOREIGN TAX-EXEMPT O | SUPPORT FOR ENVIRONMENTAL PROTECTION | $3,000 | 1A VALARAGAM BLD AVALURPET ROAD | TAMILNADU | IN | ANBU NAGAR | 606604 | |||||
| SOCIETY FOR HARMONY AID AND PROSPEROUS ECONOMY | |||||||||||||
| N/A | FOREIGN TAX-EXEMPT O | SUPPORT FOR COMMUNITY TRAINING RE: ENVIRONMENTAL PROTECTION | $3,000 | 7110A 5TH STREET | TAMILNADU | IN | MINNAGARVENGIKKAL | 606604 | |||||
| SONOMA EARTH SCHOOL | |||||||||||||
| 7581 GIUSTI ROAD | FORESTVILLE | CA | 95436 | N/A | 501(C)(3) | GENERAL SUPPORT FOR 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 | NP | KATHMANDU | 5647 | ||||||
| TRUST FOR INDIGENOUS CULTURE & HEALTH | |||||||||||||
| N/A | FOREIGN TAX-EXEMPT O | SUPPORT FOR FOREST CONSERVATION | $3,000 | PO BOX 677-502 | NAIROBI | KE | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $214,080 | 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 | $23 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,325 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $98,765 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $176,113 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $176,113 | 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 | $865,000 | EOYBookValueAmt |
| EOYFMV | $878,532 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,178,535 | EOYBookValueAmt |
| EOYFMV | $3,677,558 | 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 | $12 | $12 | $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 | $38,094 | Amt |
| Net Investment Income | $38,094 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,244 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |