SWEETGRASS FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: SWEETGRASS FOUNDATION INC (EIN 58-2011000)
Tax period: 2019-10-01 to 2020-09-30
Filed: 2021-08-13
IRS object ID: 202142259349100214
Schema version: 2019v5.2
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
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Other Expenses Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-08-13T15:19:39-05:00	ReturnTs
Tax Period End	2020-09-30	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	2019-10-01	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	2021-08-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ANN M THOMPSON	PreparerPersonNm
PTIN	P00719770	PTIN
Phone	4042627920	PhoneNum

Field	Value	IRS element (for citing)
Tax	2019	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	$3,905,147	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	$1,107	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1,107	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$77,753	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$77,753	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$50,188	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$486,381	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$52,558	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$129,048	TotalRevAndExpnssAmt
Total Net Invst Incm	$131,418	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
Other Prof Fees Rev And Expnss	$33,116	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$33,116	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$268	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$16	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$252	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$33,384	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$33,132	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$252	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$185,270	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$185,270	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$218,654	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$33,132	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$185,522	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$89,606	ExcessRevenueOverExpensesAmt
Net Investment Income	$98,286	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$106,944	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$96,320	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$96,320	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$1,263,869	CorporateStockBOYAmt
Corporate Stock EOY	$1,184,887	CorporateStockEOYAmt
Corporate Stock EOYFMV	$2,912,804	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$865,000	CorporateBondsBOYAmt
Corporate Bonds EOY	$865,000	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$896,023	CorporateBondsEOYFMVAmt
Total Assets BOY	$2,235,813	TotalAssetsBOYAmt
Total Assets EOY	$2,146,207	TotalAssetsEOYAmt
Total Assets EOYFMV	$3,905,147	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	$2,235,813	RetainedEarningBOYAmt
Retained Earning EOY	$2,146,207	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,235,813	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,146,207	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,235,813	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,146,207	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,235,813	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$89,606	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$2,146,207	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$2,146,207	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
800 SH GENERAL ELECTRIC	P	2007-05-11	2019-12-19	$8,888	$29,680	-$20,792	-$20,792
150 SH IBM	P	2019-06-28	2019-12-19	$20,136	$20,837	-$701	-$701
800 SH APACHE CORP	D		2019-12-19	$17,632	$52,460	-$34,828	-$34,828
20 SH ALPHABET CORP	P	2007-10-02	2019-12-19	$27,256	$5,687	$21,569	$21,569
1405.478 SH DFA EMRG MKTS CORE	P	2015-06-10	2020-04-01	$16,278	$20,000	-$3,722	-$3,722
250 SH ALLERGAN PLC	P	2013-01-08	2020-04-02	$44,515	$36,003	$8,512	$8,512
4100 SH VANGUARD FTSE EMG ETF	P	2012-09-05	2020-04-02	$138,630	$166,631	-$28,001	-$28,001
150 SH IBM	P	2010-06-08	2020-04-02	$16,930	$19,093	-$2,163	-$2,163
500 SH COCA COLA EUROPEAN PTNRS	P	2008-06-09	2020-04-02	$19,000	$11,120	$7,880	$7,880
150 SH CHEVRON CORPORATION	P	2019-12-19	2020-04-02	$11,118	$17,945	-$6,827	-$6,827
400 SH TJX	P	2008-06-09	2020-04-02	$18,804	$3,203	$15,601	$15,601
300 SH WELLS FARGO CO	P	2003-09-05	2020-04-02	$8,839	$13,246	-$4,407	-$4,407
600 SH WELLS FARGO CO	D		2020-04-02	$17,677	$17,362	$315	$315
200 SH CSX CORP	P	2003-09-05	2020-09-29	$15,592	$1,059	$14,533	$14,533
200 SH APPLE INC	P	2009-07-06	2020-09-29	$22,402	$1,015	$21,387	$21,387
100 SH UNION PAC CORP	P	2011-06-13	2020-09-29	$19,778	$5,031	$14,747	$14,747
100 SH DANAHER CORP	P	2007-05-11	2020-09-29	$20,637	$3,757	$16,880	$16,880
50 SH WW GRAINGER INC	P	2000-11-02	2020-09-29	$17,424	$5,813	$11,611	$11,611
15 SH ALPHABET INC	P	2007-10-02	2020-09-29	$21,682	$3,881	$17,801	$17,801
CAPITAL GAINS DIVIDENDS	P			$3,163		$3,163	$3,163

Field	Value	IRS element (for citing)
Capital Gain Net Income	$52,558	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$190,445	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$3,499,213	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.054425	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$177,036	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$3,542,872	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.049970	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$231,252	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$3,363,765	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.068748	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$154,134	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$3,197,016	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.048212	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$130,475	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$3,351,715	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.038928	DistributionYr5Rt
Total Distribution	0.260283	TotalDistributionRt
Average Distribution	0.052057	AverageDistributionRt
Net Vl Noncharitable Assets	$3,687,340	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$191,952	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$983	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$192,935	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$185,522	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,966	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,966	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,966	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,560	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$2,560	TotalPaymentsAndCreditsAmt
Es Penalty	$1	EsPenaltyAmt
Overpayment	$593	OverpaymentAmt
Applied To ES Tax	$593	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 (7 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
DR SAMUEL P FULLER
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
CYNTHIA A FULLER
3290 NORTHSIDE PARKWAY NW SUITE 950	ATLANTA	GA	30327	DIRECTOR	0.50	$0	$0	$0
THOMAS FULLER IV
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	$3,622,823	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$120,669	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$3,743,492	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$3,743,492	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$56,152	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$3,687,340	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$184,367	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$184,367	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,966	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,966	TotalTaxAmt
Distributable Before Adj	$182,401	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$182,401	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$182,401	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$185,522	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$185,522	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$185,522	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$182,401	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr3	$66,020	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$3,790	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$20,598	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$90,408	TotalExcessDistributionCyovAmt
Qualifying Distributions	$185,522	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$182,401	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$3,121	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$93,529	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	$93,529	ExcessDistriCyovToNextYrAmt
Excess From Year3	$66,020	ExcessFromYear3Amt
Excess From Year2	$3,790	ExcessFromYear2Amt
Excess From Year1	$20,598	ExcessFromYear1Amt
Excess From Current Year	$3,121	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 Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	Province Or StateRecipientForeignAddress/ProvinceOrStateNm	CountryRecipientForeignAddress/CountryCd	Foreign PostalRecipientForeignAddress/ForeignPostalCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Address Line2RecipientForeignAddress/AddressLine2Txt
ABEVILA
RUA NOVA 154 CENTRO	PARIPUEIRA	ALAGOAS	BR	57935-000	N/A	FOREIGN TAX-EXEMPT O	GENERAL SUPPORT FOR THE ORGANIZATION	$10,000
AFRICAN PEOPLE & WILDLIFE FUND
					N/A	501(C)(3)	GENERAL SUPPORT FOR THE ORGANIZATION	$9,270	PO BOX 624	BERNARDSVILLE	NJ	07924
ALASKA WILDLIFE CONSERVATION CENTER
					N/A	501(C)(3)	GENERAL SUPPORT FOR ORGANIZATION	$3,000	PO BOX 949	GIRDWOOD	AK	99587
AMEXTRA INC
					N/A	501(C)(3)	GENERAL SUPPORT FOR THE ORGANIZATION	$7,000	8226 HOLLY COURT UNIT A	PALOS HILLS	IL	60465
ANNA JULIA COOPER EPISCOPAL SCHOOL
					N/A	501(C)(3)	GENERAL SUPPORT FOR ORGANIZATION	$1,500	2124 N 29TH STREET	RICHMOND	VA	23223
ATLANTA GIRLS' SCHOOL
					N/A	501(C)(3)	GENERAL SUPPORT FOR THE ORGANIZATION	$6,000	3254 NORTHSIDE PKWY NW	ATLANTA	GA	30327
BIMBIA RURAL DEVELOPMENT ASSOCIATION
PO BOX 68	TIBS	CAMEROON	CM		N/A	FOREIGN TAX-EXEMPT O	RETURNED PRIOR YEAR GRANT	-$3,400
CHATTAHOOCHEE NATURE CENTER
					N/A	501(C)(3)	GENERAL SUPPORT FOR THE ORGANIZATION	$8,500	9135 WILLEO ROAD	ROSWELL	GA	30075
CHATTAHOOCHEE RIVERKEEPER
					N/A	501(C)(3)	GENERAL SUPPORT FOR THE ORGANIZATIONZATION.	$5,000	916 JOSEPH E LOWERY BLVD 3	ATLANTA	GA	30318
CRAZY HORSE MEMORIAL FOUNDATION
					N/A	501(C)(3)	GENERAL SUPPORT FOR ORGANIZATION	$1,500	12151 AVENUE OF THE CHIEFS	CRAZY HORSE	SD	57730
EAGLE'S NEST FOUNDATION
					N/A	501(C)(3)	FINANCIAL AID / EDUCATION	$8,000	PO BOX 5127	WINSTONSALEM	NC	27113
EARTH ISLAND INSTITUTE INC
					N/A	501(C)(3)	GENERAL SUPPORT FOR ORGANIZATION	$10,000	2150 ALLSTON WAY 460	BERKELEY	CA	94704
EARTH LAW CENTER
					N/A	501(C)(3)	GENERAL SUPPORT FOR THE ORGANIZATION	$5,000	PO BOX 3164	BOULDER	CA	80307
ECOLOGIC DEVELOPMENT FUND
					N/A	501(C)(3)	COMMUNITY-BASED CONSERVATION OF COMMUNAL FOREST OF LOS ALTOS DE SAN MIGUEL PROJECT IN GUATEMALA	$10,000	PO BOX 381571	CAMBRIDGE	MA	02238
ENDANGERED SPECIES COALITION
					N/A	501(C)(3)	GENERAL SUPPORT FOR ORGANIZATION	$3,000	PO BOX 65195	WASHINGTON	DC	20035
MEDSHARE INTERNATIONAL
					N/A	501(C)(3)	UNRESTRICTED GRANT TO SUPPORT THE SHIPMENT OF MEDICAL SUPPLIES TO AREAS THROUGHOUT THE WORLD	$9,500	3240 CLIFTON SPRINGS ROAD	DECATUR	GA	30034
PASSAIC RIVER COALITION
					N/A	501(C)(3)	GENERAL SUPPORT FOR ORGANIZATION	$2,500	330 SPEEDWELL AVE	MORRISTOWN	NJ	07960
RAINCOAST CONSERVATION FOUNDATION
					N/A	501(C)(3)	GENERAL SUPPORT FOR ORGANIZATION	$15,000	PO BOX 687	NORTH BEND	WA	98045
RAINFOREST CONNECTION
					N/A	501(C)(3)	GENERAL SUPPORT FOR ORGANIZATION	$15,000	77 VAN NESS AVE STE 101-1717	SAN FRANCISCO	CA	94102
RIVER NETWORK
					N/A	501(C)(3)	GENERAL SUPPORT FOR ORGANIZATION	$5,000	PO BOX 21387	BOULDER	CO	80308
THE MOM FOUNDATION - NEPAL (FORMERLY NDSDP)
POST BOX 8975 EVERST POSTAL CARE	KATHMANDU		NP		N/A	FOREIGN TAX-EXEMPT O	EDUCATION AND HEALTHCARE	$45,000					5647
THE OPEN ROAD
					N/A	501(C)(3)	GENERAL SUPPORT FOR ORGANIZATION	$1,000	PMB 268 4110 SE HAWTHORNE ROAD	PORTLAND	OR	97214
WALKING MOUNTAINS SCIENCE CENTER
					N/A	501(C)(3)	GENERAL SUPPORT FOR THE ORGANIZATIONGENERAL SUPPORT FOR THE ORGANIZATION	$1,500	318 WALKING MOUNTAINS LANE	AVON	CO	81620
WILDERNESS YOUTH PROJECT
					N/A	501(C)(3)	FOUR FIRES PROGRAM, WHICH IS AN EDUCATIONAL PROGRAM DESIGNED TO FOSTER CONFIDENCE, HEALTH AND A LIFE-LONG LOVE OF LEARNING THROUGH ACTIVE OUTDOOR EXPERIENCES AND MENTORING	$6,400	5386 HOLLISTER AVE D	SANTA BARBARA	CA	93111

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$185,270	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	$1,107	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$77,753	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$50,188	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$129,048	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$129,048	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

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	$896,023	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CORPORATE STOCK	StockNm
EOY Book Value	$1,184,887	EOYBookValueAmt
EOYFMV	$2,912,804	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADR FEES	$16	$16	$0
ANNUAL REGISTRATION	$40	$0	$40
WEBSITE	$212	$0	$212

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	CategoryTxt
Amt	$33,116	Amt
Net Investment Income	$33,116	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt