SWEETGRASS FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SWEETGRASS FOUNDATION INC (EIN 58-2011000)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-15
- IRS object ID
- 202542279349100409
- Schema version
- 2023v6.0
- 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 | 2025-08-15T16:08:32-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | 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 | 2023-10-01 | 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 | 3050 PEACHTREE ROAD NW 300 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANA H HALBERG | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6785382000 | PhoneNum |
| Signature | 2025-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
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 | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,931,941 | 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 | $6,361 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,361 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $98,161 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $98,161 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $456,148 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $821,617 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $485,780 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $560,670 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $590,302 | 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 | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $40,938 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40,938 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,037 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,496 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,496 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $58 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $52,529 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,956 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,536 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $292,703 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $292,703 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $345,232 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,956 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $296,239 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $215,438 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $547,346 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $73,282 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,966 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,966 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,596,136 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,327,940 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,712,561 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $562,153 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,076,103 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,176,414 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,231,571 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,447,009 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,931,941 | 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 | $2,231,571 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,447,009 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,231,571 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,447,009 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,231,571 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,447,009 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,231,571 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $215,438 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,447,009 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,447,009 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| .6667 SH VERALTO CORP | P | 2007-05-11 | 2023-10-16 | $48 | $6 | $42 | $42 |
| 200 SH PUBLIC SVC ENTERPRISE GP | P | 2022-05-17 | 2023-12-06 | $12,564 | $13,755 | -$1,191 | -$1,191 |
| 200 SH APPLE INC | P | 2009-07-06 | 2023-12-06 | $37,992 | $1,015 | $36,977 | $36,977 |
| 750 SH BAKER HUGHES COMPANY | P | 2022-05-17 | 2023-12-06 | $25,117 | $25,213 | -$96 | -$96 |
| 50 SH THE CIGNA GROUP | P | 2022-11-25 | 2023-12-06 | $13,410 | $15,884 | -$2,474 | -$2,474 |
| 150 SH CELANESE CORP | P | 2022-05-17 | 2023-12-06 | $20,983 | $21,402 | -$419 | -$419 |
| 345 SH VERIZON COMMUNICATIONS INC | P | 2014-02-25 | 2023-12-06 | $13,234 | $16,117 | -$2,883 | -$2,883 |
| 100 SH AMERICAN TOWER CORP | P | 2022-05-17 | 2023-12-06 | $20,917 | $22,977 | -$2,060 | -$2,060 |
| 450 SH TRUIST FINL CORP | P | 2020-04-02 | 2023-12-06 | $14,832 | $14,352 | $480 | $480 |
| 100 SH PIONEER NATURAL RESOURCES | P | 2022-05-17 | 2023-12-06 | $23,051 | $26,161 | -$3,110 | -$3,110 |
| 170 SH ALLSTATE CORP | P | 2022-11-25 | 2023-12-06 | $23,264 | $22,998 | $266 | $266 |
| 300 SH NEXTERA ENERGY | P | 2022-05-17 | 2023-12-06 | $17,580 | $20,939 | -$3,359 | -$3,359 |
| 100 SH UNION PACIFIC CORP | P | 2010-09-20 | 2024-01-02 | $24,589 | $4,289 | $20,300 | $20,300 |
| 30 SH PARKER HANNIFIN CORP | D | 2024-01-02 | $13,859 | $1,677 | $12,182 | $12,182 | |
| 500 SH CSX CORP | P | 2003-09-05 | 2024-01-02 | $17,339 | $883 | $16,456 | $16,456 |
| 20 SH WW GRAINGER INC | P | 2000-11-02 | 2024-01-02 | $16,545 | $620 | $15,925 | $15,925 |
| 50 SH EATON CORP PLC | P | 2008-05-09 | 2024-01-02 | $12,061 | $2,583 | $9,478 | $9,478 |
| 80 SH ACCENTURE PLC | P | 2007-10-02 | 2024-01-02 | $28,160 | $3,082 | $25,078 | $25,078 |
| 100 SH TEXAS INSTRUMENTS INC | P | 2007-05-11 | 2024-01-02 | $17,179 | $3,514 | $13,665 | $13,665 |
| 150 SH ORACLE CORP | P | 2003-09-05 | 2024-01-02 | $15,943 | $1,977 | $13,966 | $13,966 |
| 220 SH ACCENTURE PLC | P | 2007-10-02 | 2024-08-27 | $73,632 | $8,477 | $65,155 | $65,155 |
| 600 SH EQT CORP | P | 2023-12-06 | 2024-08-27 | $20,304 | $23,814 | -$3,510 | -$3,510 |
| 100 SH ALPHABET INC | P | 2011-06-13 | 2024-08-27 | $16,600 | $1,294 | $15,306 | $15,306 |
| 50 SH AMERIPRISE FINANCIAL INC | P | 2009-05-28 | 2024-08-27 | $22,079 | $1,441 | $20,638 | $20,638 |
| 200 SH JOHNSON & JOHNSON | D | 2024-08-27 | $32,829 | $17,597 | $15,232 | $15,232 | |
| 700 SH COMCAST CORP | P | 2012-09-05 | 2024-08-27 | $28,205 | $11,795 | $16,410 | $16,410 |
| 100 SH UNION PACIFIC CORP | P | 2010-09-20 | 2024-08-27 | $24,837 | $3,971 | $20,866 | $20,866 |
| 50 SH HUMANA INC | P | 2022-11-25 | 2024-08-27 | $17,672 | $26,532 | -$8,860 | -$8,860 |
| 200 SH APPLE INC | P | 2009-07-06 | 2024-08-27 | $45,278 | $1,015 | $44,263 | $44,263 |
| 400 SH CVS HEALTH CORPORATION | P | 2008-05-09 | 2024-08-27 | $23,774 | $16,572 | $7,202 | $7,202 |
| 2,200 SH CSX CORP | P | 2003-09-05 | 2024-08-27 | $74,077 | $3,884 | $70,193 | $70,193 |
| 1,000 SH COCA-COLA CO | D | 2024-08-27 | $70,180 | $1 | $70,179 | $70,179 | |
| CAPITAL GAINS DIVIDENDS | P | $3,483 | $3,483 | $3,483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $485,780 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,608 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,608 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,608 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,240 | 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 | $2,240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,368 | 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 | 3050 PEACHTREE ROAD NW STE 300 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | 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 | ||||||||
| 3050 PEACHTREE ROAD NW STE 300 | ATLANTA | GA | 30305 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| DANA H HALBERG | ||||||||
| 3050 PEACHTREE ROAD NW STE 300 | ATLANTA | GA | 30305 | TREASURER | 0.50 | $0 | $0 | $0 |
| THOMAS J FULLER V | ||||||||
| 3050 PEACHTREE ROAD NW STE 300 | ATLANTA | GA | 30305 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| KENNETH R MARGOLIS | ||||||||
| 3050 PEACHTREE ROAD NW STE 300 | ATLANTA | GA | 30305 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DR SARAH G CANDLER | ||||||||
| 3050 PEACHTREE ROAD NW STE 300 | ATLANTA | GA | 30305 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JONATHAN FULLER | ||||||||
| 3050 PEACHTREE ROAD NW STE 300 | ATLANTA | GA | 30305 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| BLYTHE LANG | ||||||||
| 3050 PEACHTREE ROAD NW STE 300 | ATLANTA | GA | 30305 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| SRISTI KAMAL | ||||||||
| 3050 PEACHTREE ROAD NW STE 300 | ATLANTA | GA | 30305 | 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 | $4,589,887 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $112,708 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,702,595 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,702,595 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,539 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,632,056 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $231,603 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $231,603 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,608 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,608 | TotalTaxAmt |
| Distributable Before Adj | $223,995 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $223,995 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $223,995 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $296,239 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $296,239 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $223,995 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,909 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $296,239 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,909 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $223,995 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $58,335 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $58,335 | 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 | $58,335 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $58,335 | 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 | 3050 PEACHTREE ROAD NW STE 300 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | 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 (28 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 Line2RecipientUSAddress/AddressLine2Txt | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AFRICAN WILDLIFE CONSERVATION FUND | ||||||||||||||
| 5200 NW 43RD STREET STE 102-406 | GAINESVILLE | FL | 32606 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $7,500 | |||||||
| ALGALITA MARINE RESEARCH | ||||||||||||||
| 148 N MARINE DRIVE | LONG BEACH | CA | 90803 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $7,500 | |||||||
| ATLANTA HABITAT FOR HUMANITY | ||||||||||||||
| 824 MEMORIAL DRIVE SE | ATLANTA | GA | 30316 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $3,000 | |||||||
| BIG LIFE FOUNDATION | ||||||||||||||
| 1715 NORTH HERON DRIVE | RIDGEFIELD | WA | 98642 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $6,000 | |||||||
| CASCADIA WILD | ||||||||||||||
| 5431 NE 20TH AVENUE | PORTLAND | OR | 97211 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $1,500 | |||||||
| CASCADIA WILDLANDS | ||||||||||||||
| 120 SHELTON MCMURPHEY BLVD STE 250 | EUGENE | OR | 97401 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $1,500 | |||||||
| CHARLESTON COLLEGIATE SCHOOL | ||||||||||||||
| 2024 ACADEMY ROAD | JOHNS ISLAND | SC | 29455 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $3,000 | |||||||
| CHRISTODORA INC | ||||||||||||||
| 1 EAST 53RD STREET 6TH FLOOR | NEW YORK | NY | 10022 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $10,000 | |||||||
| EAGLES NEST FOUNDATION | ||||||||||||||
| PO BOX 5127 | WINSTONSALEM | NC | 27113 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $3,000 | |||||||
| ECOLOGIC DEVELOPMENT FUND | ||||||||||||||
| 186 ALEWIFE BROOK PKWY 214 | CAMBRIDGE | MA | 02138 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $10,000 | |||||||
| EL PORVENIR | ||||||||||||||
| 10955 WESTMOOR DRIVE | WESTMINSTER | CO | 80021 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $10,000 | |||||||
| ESCUDILLA INTERNATIONAL CONSERVATION | ||||||||||||||
| 5705 EAST EMIGRATION CANYON ROAD | SALT LAKE CITY | UT | 84108 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $50,000 | |||||||
| GENERAL MOVEMENT FOR RURAL EDUCATION AND ENVIRONMENT - GREEN | ||||||||||||||
| N/A | FOREIGN TAX-EXEMPT O | GENERAL SUPPORT FOR ORGANIZATION | $6,703 | 22 SAMYKULAM 4TH STREET | CHINNAMANUR | TAMIL NADU | IN | 625 515 | ||||||
| GEORGIA CONSERVANCY | ||||||||||||||
| 565 NORTHSIDE DRIVE SW STE B101 | ATLANTA | GA | 30310 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $5,000 | |||||||
| GEOS INSTITUTE | ||||||||||||||
| 84 4TH STREET | ASHLAND | OR | 97520 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $1,000 | |||||||
| NATUN GUATEMALA | ||||||||||||||
| 1968 S COAST HWY 1904 | LAGUNA BEACH | CA | 92651 | N/A | 501(C)(3) | FOR CONSERVATION EFFORTS | $7,000 | |||||||
| OKEFENOKEE SWAMP PARK INC | ||||||||||||||
| 5700 OKEFENOKEE SWAMP PARK ROAD | WAYCROSS | GA | 31503 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $25,000 | |||||||
| OPEN ROAD FOUNDATION | ||||||||||||||
| PMB 268 4110 SE HAWTHORNE ROAD | PORTLAND | OR | 97214 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $2,000 | |||||||
| PORT GAMBLE S'KLALLAM FOUNDATION | ||||||||||||||
| 31912 LITTLE BOSTON ROAD NE | KINGSTON | WA | 98346 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $15,000 | |||||||
| REWILD | ||||||||||||||
| 500 N CAPITAL OF TEXAS HWY BLDG 1 | AUSTIN | TX | 78746 | N/A | 501(C)(3) | SUPPORT FOR THE ZAMBIZI ELEPHANT FUND | $6,500 | STE 200 | ||||||
| RICHMOND CYCLING CORPS | ||||||||||||||
| 313 E BROAD STREET STE 100 | RICHMOND | VA | 23219 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $6,000 | |||||||
| STEARMAN RESTORERS ASSOCIATION INC | ||||||||||||||
| 8015 HALEY COURT | STANLEY | NC | 28164 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $3,000 | |||||||
| THE MOM FOUNDATION - NEPAL | ||||||||||||||
| N/A | FOREIGN TAX-EXEMPT O | CONTINUED SUPPORT FOR EDUCATIONAL PROGRAMS, ETC. | $25,000 | POST BOX 8975 EVERST POSTAL CARE | KATHMANDU | NP | 5647 | |||||||
| THE VITAL GROUND FOUNDATION | ||||||||||||||
| 30 FORT MISSOULA ROAD | MISSOULA | MT | 59804 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $5,000 | |||||||
| UNITE THE PARKS | ||||||||||||||
| 18772 RISING SUN DRIVE | MORGAN HILL | CA | 95037 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $7,500 | |||||||
| WELLKIND GUATEMALA | ||||||||||||||
| 19540 KING RIDGE ROAD | CAZADERO | CA | 95421 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $50,000 | |||||||
| WILDERNESS YOUTH PROJECT | ||||||||||||||
| 2040 ALAMEDA PADRE SERRA STE 224 | SANTA BARBARA | CA | 93103 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATIONGENERAL SUPPORT FOR THE ORGANIZATION | $10,000 | |||||||
| WISHTOYO CHUMASH FOUNDATION | ||||||||||||||
| 9452 TELEPHONE ROAD 432 | VENTURA | CA | 93004 | N/A | 501(C)(3) | GENERAL SUPPORT FOR ORGANIZATION | $5,000 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $292,703 | 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 | $6,361 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,161 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $456,148 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $560,670 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $560,670 | 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 | $4,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,076,103 | EOYBookValueAmt |
| EOYFMV | $1,176,414 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,327,940 | EOYBookValueAmt |
| EOYFMV | $3,712,561 | 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 | $18 | $18 | $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 | $40,938 | Amt |
| Net Investment Income | $40,938 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $6,037 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |