SWEETGRASS FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SWEETGRASS FOUNDATION INC (EIN 58-2011000)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-08-17
- IRS object ID
- 202002309349100915
- Schema version
- 2018v3.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-17T15:40:44-05:00 | ReturnTs |
| Tax Period End | 2019-09-30 | 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 | 2018-10-01 | 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 | 2020-08-14 | 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 | 2018 | 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 | $3,605,748 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,118 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,118 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $81,545 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $81,545 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $209,819 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $319,418 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $207,434 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $304,482 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $292,097 | 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 |
| Legal Fees Rev And Expnss | $150 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $150 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,468 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,468 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,682 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $80 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,622 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,622 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $112 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $82 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $52,634 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,430 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,602 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $184,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $184,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $237,034 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,430 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $193,002 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $67,448 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $255,667 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $97,458 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $106,944 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $106,944 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,330,907 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,263,869 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,632,643 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $740,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $865,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $866,161 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,168,365 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,235,813 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,605,748 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $2,168,365 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,235,813 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,168,365 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,235,813 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,168,365 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,235,813 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,168,365 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $67,448 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,235,813 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,235,813 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| .5 SH TAKEDA PHARMACEUTICAL | P | 2012-06-08 | 2019-01-28 | $10 | $9 | $1 | $1 |
| .2968 SH WABTEC CORP | P | 2019-03-12 | $21 | $23 | -$2 | -$2 | |
| 4 SH WABTEC CORP | P | 2019-03-15 | $289 | $308 | -$19 | -$19 | |
| 1258 SH TAKEDA PHARMACEUTICAL | P | 2012-06-08 | 2019-05-13 | $23,764 | $20,840 | $2,924 | $2,924 |
| 200 SH APACHE CORP | D | 2019-06-28 | $5,868 | $13,115 | -$7,247 | -$7,247 | |
| 100 SH CSX CORP | P | 2003-09-05 | 2019-06-28 | $7,638 | $530 | $7,108 | $7,108 |
| 100 SH COMCAST CORP | P | 2012-09-05 | 2019-06-28 | $4,213 | $1,685 | $2,528 | $2,528 |
| 200 SH TJX | P | 2008-05-09 | 2019-06-28 | $10,616 | $1,602 | $9,014 | $9,014 |
| 100 SH ORACLE CORP | P | 2003-09-05 | 2019-06-28 | $5,652 | $1,318 | $4,334 | $4,334 |
| 200 SH UNILEVER PLC ADR | D | 2019-06-28 | $12,396 | $4,955 | $7,441 | $7,441 | |
| 400 SH WELLS FARGO & CO | D | 2019-06-28 | $18,380 | $11,574 | $6,806 | $6,806 | |
| 100 SH JOHNSON & JOHNSON | D | 2019-06-28 | $14,197 | $7,787 | $6,410 | $6,410 | |
| 100 SH APPLE INC | P | 2009-07-06 | 2019-06-28 | $19,986 | $2,029 | $17,957 | $17,957 |
| 100 SH DANAHER CORP | P | 2007-05-11 | 2019-06-28 | $14,110 | $2,750 | $11,360 | $11,360 |
| 100 SH TEXAS INSTRUMENTS INC | P | 2007-05-11 | 2019-06-28 | $11,458 | $3,514 | $7,944 | $7,944 |
| 50 SH ACCENTURE PLC-CI | P | 2007-10-02 | 2019-06-28 | $9,221 | $1,927 | $7,294 | $7,294 |
| 50 SH AMGEN INC | P | 2004-07-29 | 2019-06-28 | $9,157 | $763 | $8,394 | $8,394 |
| 50 SH GRAINGER WW INC | P | 2000-11-02 | 2019-06-28 | $13,328 | $1,550 | $11,778 | $11,778 |
| 30 SH ALPHABET INC | P | 2019-06-28 | $32,526 | $7,763 | $24,763 | $24,763 | |
| 100 SH MCKESSON CORPORATION | P | 2009-05-28 | 2019-06-28 | $12,994 | $4,068 | $8,926 | $8,926 |
| 200 SH JP MORGAN CHASE & CO | P | 2008-05-09 | 2019-06-28 | $21,806 | $9,698 | $12,108 | $12,108 |
| 200 SH COCA COLA EUROPEAN PARTNERS | P | 2008-05-09 | 2019-06-28 | $11,259 | $4,416 | $6,843 | $6,843 |
| 50 SH UNION PACIFIC CORP | P | 2011-06-13 | 2019-06-28 | $8,297 | $2,516 | $5,781 | $5,781 |
| 150 SH MICROSOFT CORPORATION | P | 2007-10-02 | 2019-06-28 | $20,241 | $4,449 | $15,792 | $15,792 |
| 50 SH PARKER HANNIFIN CORP | D | 2019-06-28 | $8,485 | $2,795 | $5,690 | $5,690 | |
| CAPITAL GAINS DIVIDENDS | P | $23,506 | $23,506 | $23,506 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $207,434 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $177,036 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,542,872 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049970 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $231,252 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,363,765 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068748 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $154,134 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,197,016 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048212 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $130,475 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,351,715 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038928 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $173,646 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,291,434 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052757 | DistributionYr5Rt |
| Total Distribution | 0.258615 | TotalDistributionRt |
| Average Distribution | 0.051723 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,499,213 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $180,990 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,557 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $183,547 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $193,002 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,557 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,557 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,557 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,920 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $47 | EsPenaltyAmt |
| Overpayment | $1,316 | OverpaymentAmt |
| Applied To ES Tax | $1,316 | 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 |
| Individual With Books | DANA H HALBERG | IndividualWithBooksNm |
| 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 | $3,413,763 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,738 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,552,501 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,552,501 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,288 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,499,213 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $174,961 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $174,961 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,557 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,557 | TotalTaxAmt |
| Distributable Before Adj | $172,404 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $172,404 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $172,404 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $193,002 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $193,002 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,557 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $190,445 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $172,404 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,168 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $66,020 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,790 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $71,978 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $193,002 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $172,404 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,598 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $92,576 | 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 | $2,168 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $90,408 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $66,020 | ExcessFromYear2Amt |
| Excess From Year1 | $3,790 | ExcessFromYear1Amt |
| Excess From Current Year | $20,598 | 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 (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACATE AMAZON CONSERVATION | |||||||||||||
| PO BOX 15895 | SAN FRANCISCO | CA | 94115 | N/A | 501(C)(3) | TRAVEL EXPENSES FOR YOUNG MATSES MEN AND WOMEN TO ENABLE THEM TO TRAVEL TO THE HOME VILLAGES FOR THE SHAMANS TO LEARN TO IDENTIFY AND USE MEDICINAL PLANTS. | $7,500 | ||||||
| BIMBIA RURAL DEVELOPMENT ASSOCIATION | |||||||||||||
| N/A | FOREIGN TAX-EXEMPT O | ENVIRONMENTAL EFFORTS TO DETER DESTRUCTION OF BIMBIA TROPICAL RAINFOREST AND DEVELOPMENT OF MANAGEMENT PLAN FOR PRESERVATION AND FUTURE USE BY INDIGENOUS PEOPLE. | $3,400 | PO BOX 68 | TIBS | CAMEROON | CM | ||||||
| CHATTAHOOCHEE NATURE CENTER | |||||||||||||
| 9135 WILLEO ROAD | ROSWELL | GA | 30075 | N/A | 501(C)(3) | GENERAL SUPPORT FOR THE ORGANIZATION | $11,000 | ||||||
| COLORADO WATER TRUST | |||||||||||||
| 3264 LARIMER STREET SUITE D | DENVER | CO | 80205 | N/A | 501(C)(3) | GENERAL SUPPORT FOR THE ORGANIZATION | $5,000 | ||||||
| EAGLE'S NEST FOUNDATION | |||||||||||||
| PO BOX 5127 | WINSTONSALEM | NC | 27113 | N/A | 501(C)(3) | FINANCIAL AID / EDUCATION | $23,000 | ||||||
| GEORGIA CONSERVANCY | |||||||||||||
| 230 PEACHTREE STREET NW 1250 | ATLANTA | GA | 30303 | N/A | 501(C)(3) | CONSERVATION INITIATIVE TO PRESERVE AND PROTECT GEORGIA NATURAL RESOURCES/HABITATS | $5,000 | ||||||
| GEORGIA FORESTWATCH | |||||||||||||
| 81 CROWN MOUNTAIN PLACE 200 | DAHLONEGA | GA | 30533 | N/A | 501(C)(3) | GENERAL OPERATION SUPPORT AND OUTREACH ACTIVITIES FOR GEORGIA MOUNTAIN TREASURE | $7,000 | ||||||
| GEORGIA RIVER NETWORK | |||||||||||||
| 2225 JEFFERSON DRIVE | ATLANTA | GA | 30350 | N/A | 501(C)(3) | RIVER CONSERVATION PROGRAMS | $15,000 | ||||||
| GLOBAL WILDLIFE CONSERVATION | |||||||||||||
| PO BOX 129 | AUSTIN | TX | 78767 | N/A | 501(C)(3) | ZAMBEZI ELEPHANT FUND | $7,000 | ||||||
| MEDSHARE INTERNATIONAL | |||||||||||||
| 3240 CLIFTON SPRINGS ROAD | DECATUR | GA | 30034 | N/A | 501(C)(3) | UNRESTRICTED GRANT TO SUPPORT THE SHIPMENT OF MEDICAL SUPPLIES TO AREAS THROUGHOUT THE WORLD | $11,500 | ||||||
| NATIONAL WILDLIFE FEDERATION | |||||||||||||
| 11100 WILDLIFE CENTER DRIVE | RESTON | VA | 20190 | N/A | 501(C)(3) | EARTH TOMORROW ATLANTA - YOUTH CONSERVATION ACTION AND ENVIRONMENTAL SERVICE PROJECTS | $7,500 | ||||||
| NATIVE AMERICAN RIGHTS FUND | |||||||||||||
| 1506 BROADWAY | BOULDER | CO | 80302 | N/A | 501(C)(3) | BERING SEA ELDERS GROUP - TRAVEL EXPENSE FOR "SEAT AT THE TABLE" REPRESENTATION TO ADVOCATE FOR PROTECTION AND RIGHTS TO THEIR WATERS | $15,000 | ||||||
| SCION TRUST | |||||||||||||
| N/A | FOREIGN TAX-EXEMPT O | ENVIRONMENTAL - HELP WITH PURCHASE OF BEE HIVES AND BEE KEEPING SUPPLIES AND TO TRAIN VOLUNTEERS TO HELP ESTABLISH BEEKEEPING AND AGROFORESTRY AS SUSTAINABLE LIVELIHOOD OPTIONS ON MOUNT KENYA | $7,500 | PO BOX 20047 | NAIROBI | KENYA | KE | 00100 GPO | |||||
| THE HIMAL ASSOCIATION | |||||||||||||
| N/A | FOREIGN TAX-EXEMPT O | GENERAL SUPPORT FOR THE ORGANIZATION | $1,500 | GPO 7251 | KATHMANDU | NP | |||||||
| THE MOM FOUNDATION - NEPAL (FORMERLY NDSDP) | |||||||||||||
| N/A | FOREIGN TAX-EXEMPT O | EDUCATION AND HEALTHCARE | $54,500 | POST BOX 8975 EVERST POSTAL CARE | KATHMANDU | NP | 5647 | ||||||
| WALKING MOUNTAINS SCIENCE CENTER | |||||||||||||
| 318 WALKING MOUNTAINS LANE | AVON | CO | 81620 | N/A | 501(C)(3) | GENERAL SUPPORT FOR THE ORGANIZATIONGENERAL SUPPORT FOR THE ORGANIZATION | $3,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $184,400 | 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 | $3,118 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81,545 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $209,819 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $294,482 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $294,482 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILES W AND ELISE G MEAD FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1728 | AddressLine1Txt |
| City | GIG HARBOR | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98335 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,600 | Amt |
| Net Investment Income | $3,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,800 | 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 | $866,161 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,263,869 | EOYBookValueAmt |
| EOYFMV | $2,632,643 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $150 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $150 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $82 | $82 | $0 |
| ANNUAL REGISTRATION | $30 | $0 | $30 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $32,468 | Amt |
| Net Investment Income | $32,468 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $7,602 | $0 | $0 |
| FOREIGN TAXES | $80 | $80 | $0 |