2025-11-11T10:40:43-06:00 2024-12-31 580673524 MSTILLER LLC 1960 SATELLITE BLVD SUITE 3600 DULUTH GA 30097 990PF 2024-01-01 580827472 THE SAPELO FOUNDATION INC SAPE 9122980222 100 BULL ST STE 200 SAVANNAH GA 31401 JOSEPH THOMAS EXECUTIVE DIRECTOR 9122980222 2025-10-29 1 0 ANGELA M GRINER P01082262 7709958800 2025-10-28 2024 2025-03-06 01:10:19Z X 35459943 X X 813135 794513 1321833 1337568 1337568 2134968 2132081 145000 14500 130500 65118 6512 67876 82914 4577 78337 3490 0 3490 49930 20453 29478 351546 340311 11235 47768 887 15187 42791 4279 38375 73301 4380 70721 45311 1545 44307 907169 397444 489506 1806000 1421000 2713169 397444 1910506 -578201 1734637 936358 726945 726945 21058769 21030646 21030646 5073507 4908718 4908718 7669400 7912810 7912810 383904 880824 880824 35121938 35459943 35459943 15712 5409 330000 715000 34896 44675 380608 765084 X 34741330 34694859 34741330 34694859 35121938 35459943 34741330 -578201 548702 34711831 16972 34694859 INVESTMENT PORTFOLIO 1321833 1321833 1321833 ADDITIONAL K-1 PASS-THRU REALIZED GAINS/(LOSSES) 15735 15735 15735 1337568 24111 0 24111 0 24111 25283 0 22000 0 47283 X 0 23172 23172 0 1 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 0 1 HTTP://WWW.SAPELOFOUNDATION.ORG/ JOSEPH THOMAS EXECUTIVE DIRECTOR 9122980222 100 BULL ST STE 200 SAVANNAH GA 31401 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 BETTIEANNE CHILDERS HART 100 BULL STREET STE 200 SAVANNAH GA 31401 TRUSTEE 1.00 0 0 0 IRENE REYNOLDS SCHIER 100 BULL STREET STE 200 SAVANNAH GA 31401 TRUSTEE 1.00 0 0 0 LAURA MOUNTCASTLE 100 BULL STREET STE 200 SAVANNAH GA 31401 TRUSTEE, TREASURER 1.00 0 0 0 MICHAEL GRANT 100 BULL STREET STE 200 SAVANNAH GA 31401 TRUSTEE, SECRETARY 1.00 0 0 0 MIDGE SWEET 100 BULL STREET STE 200 SAVANNAH GA 31401 TRUSTEE 1.00 0 0 0 NICOLE BAGLEY 100 BULL STREET STE 200 SAVANNAH GA 31401 TRUSTEE, PRESIDENT 1.00 0 0 0 PHILLIP N CAREY 100 BULL STREET STE 200 SAVANNAH GA 31401 TRUSTEE, VICE PRESIDENT 1.00 0 0 0 THE HONORABLE NAN GROGAN ORROCK 100 BULL STREET STE 200 SAVANNAH GA 31401 TRUSTEE 1.00 0 0 0 WILLIAM K BROKER 100 BULL STREET STE 200 SAVANNAH GA 31401 TRUSTEE 1.00 0 0 0 AVERY GALIETTE 100 BULL STREET STE 200 SAVANNAH GA 31401 TRUSTEE 1.00 0 0 0 HATTIE PORTIS-JONES 100 BULL STREET STE 200 SAVANNAH GA 31401 TRUSTEE 1.00 0 0 0 JOSEPH THOMAS 100 BULL STREET STE 200 SAVANNAH GA 31401 EXECUTIVE DIRECTOR 40.00 145000 47025 1814 ADMINISTRATION AND GRANTS MANAGER 100 BULL STREET STE 200 SAVANNAH GA 31401 ADMINISTRATION AND G 40.00 65118 33280 1214 0 MORGAN STANLEY 227 WEST MONROE ST CHICAGO IL 60606 INVESTMENT ADVISORY & MANAGEMENT 339308 0 200000 200000 34316358 900584 0 35216942 0 0 35216942 528254 34688688 1734434 1734434 24111 24111 1710323 0 1710323 0 1710323 1910506 200000 2110506 1710323 0 0 47521 47521 2110506 0 0 0 1710323 400183 0 0 447704 0 0 0 0 0 0 0 447704 47521 400183 JOSEPH THOMAS EXECUTIVE DIRECTOR 100 BULL STREET STE 200 SAVANNAH GA 31401 9122980222 HTTP://SAPELOFOUNDATION.ORG/GRANT-REPORTING/ HTTP://SAPELOFOUNDATION.ORG/ORGANIZATIONAL-DEVELOPMENT-FUND/ HTTPS://WWW.GRANTREQUEST.COM/LOGIN.ASPX?RETURNURL=%2FACCOUNTMANAGER.ASPX%3FS ID%3D1613&SID=1613 HTTP://SAPELOFOUNDATION.ORG/GRANT-REPORTING/ HTTP://SAPELOFOUNDATION.ORG/WHAT-WE-FUND/ABOUT-OUR-FUNDING/ 9 TO 5 NATIONAL ASSOCIATION OF WORKING WOMEN C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC GRANT TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 20000 ACLU FOUNDATION OF GEORGIA INC C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC GRANT TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 25000 ALBANY COMMUNITIES TOGETHER INC C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC GRANT TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 5000 AS YOU SOW C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC SOCIAL JUSTICE GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 40000 BOYS AND GIRLS CLUB OF SOUTHEAST GEORGIA C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC MCINTOSH COUNTY GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 25000 BVM CAPACITY BUILDING INSTITUTE C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC SOCIAL JUSTICE GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 50000 COMMUNITY IN SCHOOLS OF GLYNN COUNTY INC C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC MCINTOSH COUNTY GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 85000 DEEP CENTER C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC SOCIAL JUSTICE GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 35000 FAIR COUNT C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC GRANT TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 40000 FLINT RIVERKEEPER INC C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC ENVIRONMENTAL JUSTICE AND PROTECTION GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 25000 GALEO LATINO COMMUNITY DEVELOPMENT FUND C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC GRANT TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 20000 GEORGIA ALLIANCE EDUCATION FUND C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC GRANT TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 50000 GEORGIA ALLIANCE EDUCATION FUND C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC MUSGROVE AWARD - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 4500 GEORGIA APPLESEED CENTER FOR LAW AND JUSTICE C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC SOCIAL JUSTICE GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 35000 GEORGIA BUDGET AND POLICY INSTITUTE INC C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC GRANT TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 50000 GEORGIA BUDGET AND POLICY INSTITUTE INC C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC MUSGROVE AWARD - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 5000 GEORGIA CONSERVATION VOTERS ED FUND C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC ENVIRONMENT JUSTICE & PROTECTION GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 35000 GEORGIA CONSERVATION VOTERS ED FUND C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC TOOLS: ORGANIZATIONAL DEVELOPMENT GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 2000 GEORGIA FORESTWATCH INC C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC GRANT TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 30000 GEORGIA FORESTWATCH INC C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC TOOLS: ORGANIZATIONAL DEVELOPMENT GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 2000 GEORGIA JUSTICE PROJECT INC C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC SOCIAL JUSTICE GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 35000 GEORGIA RIVER NETWORK INC C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC ENVIRONMENT JUSTICE & PROTECTION GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 250000 GEORGIA RIVER NETWORK INC C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC TOOLS: COLABERATION DEVELOPMENT GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 10000 GEORGIA RIVER NETWORK INC C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC TOOLS: ORGANIZATIONAL DEVELOPMENT GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 4000 GEORGIA WAND EDUCATION FUND C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC GRANT TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 25000 GEORGIA WAND EDUCATION FUND C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC TOOLS: ORGANIZATIONAL DEVELOPMENT GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 2000 GLYNN ENVIRONMENTAL COALITION INC C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC GRANT TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 62000 NEW GEORGIA PROJECT INC C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC SOCIAL JUSTICE GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 40000 OGEECHEE-CANOOCHEE RIVERKEEPER C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC ENVIRONMENTAL JUSTICE & PROTECTION GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 25000 ONE HUNDRED MILES INC C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC GRANT TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 1500 ONE HUNDRED MILES INC C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC ENVIRONMENT JUSTICE & PROTECTION GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 25000 ONE HUNDRED MILES INC C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC COLLABORATION DEVELOPMENT FUND GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 4500 PROGEORGIA STATE TABLE INC C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC GRANT TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 100000 RHIZOME C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC GRANT TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 22000 SOUTHERN CENTER FOR HUMAN RIGHTS C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC GRANT TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 100000 SOUTHERN ENVIRONMENTAL LAW CENTER C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC GRANT TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 25000 SOUTHWEST GEORGIA PROJECT INC C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC GRANT TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 25000 THE IMANI GROUP C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC GRANT TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 2000 AMERICAN FARMLAND TRUST C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC ENVIRONMENTAL JUSTICE & PROTECTION GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECEIPIENT ORGANIZATION 25000 SHELL TO SHORE C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC ENVIRONMENTAL JUSTICE & PROTECTION GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 10000 NEW VENTURE FUND C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC SOCIAL JUSTICE GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 20000 OGEECHEE-CANOOCHEE RIVERKEEPER C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC TOOLS: ORGANIZATIONAL DEVELOPMENT GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 2000 OGEECHEE-CANOOCHEE RIVERKEEPER C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC COLLABORATION DEVELOPMENT FUND GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 5000 GREY MATTERS PROJECT DBA THE CURRENT C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC SMITH BAGLEY AWARD - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 5000 GALEO LATINO COMMUNITY DEVELOPMENT FUND C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC MUSGROVE AWARD - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 5000 OGEECHEE-CANOOCHEE RIVERKEEPER C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC MUSGROVE AWARD - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 4500 SOUTHERN CENTER FOR HUMAN RIGHTS C/O THE SAPELO FOUNDATION 100 BULL ST STE 200 SAVANNAH GA 31401 NONE PC MUSGROVE AWARD - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 3000 1421000 0 14 813135 18 1337568 0 2150703 0 2150703 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 49930 20453 29478 PROGRAM RELATED INVESTMENT 200000 NO DIRECT ATTEMPTS TO INFLUENCE LEGISLATION ARE MADE BY THE FOUNDATION. GRANTS ARE MADE TO ORGANIZATIONS THAT ADVOCATE AND PROMOTE SOCIAL INITIATIVES AFFECTING THE STATE OF GEORGIA, ITS CITIZENS AND ITS LANDS/WATERS, INCLUDING IMPROVEMENTS IN (I) THE QUALITY OF LIFE AND (II) THE ENVIRONMENT. DIFFERENCE BETWEEN COLUMN (A) & COLUMN (B) 990-PF, PART 1: COLUMN (B) NET INVESTMENT INCOME INCLUDES ADDITIONAL PASS-THRU INCOME & EXPENSES FROM ALTERNATIVE INVESTMENT K-1S. FIXED INCOME 4908718 4908718 U.S. EQUITIES 13120131 13120131 GLOBAL EQUITIES 1023861 1023861 NON-U.S. EQUITIES 6886654 6886654 REAL ESTATE INVESTMENT TRUSTS FMV 4095085 4095085 ALTERNATIVE PARTNERSHJIP ASSETS FMV 3817725 3817725 LEGAL 3490 0 3490 FEDERAL NET INVESTMENT INCOME EXCISE TAX RECIEVABLE 14944 0 0 OPERATING LEASE ASSET 2509 0 0 SECURITY DEPOSIT - OFFICE SPACE 6012 6398 6398 ENDOWMENT INVESTMENT RECEIVABLE 311198 311198 OTHER DEPOSITS 2000 2000 PREPAID EXPENSE 601 601 PRI LOAN RECEIVABLE 360439 560627 560627 BOOK/TAX DIFFERENCE 16972 ASSOCIATION/TEO ORGANIZATION DUES & MEMBERSHIPS 17441 0 17441 BANK CHARGES 1 0 1 INFORMATION TECHNOLOGY & TELEPHONE 11399 283 11116 INSURANCE 3905 391 4055 LICENSES & REGISTRATIONS 30 3 27 MISCELLANEOUS 6882 688 6194 OFFICE SUPPLIES & EXPENSE 1802 180 1622 OTHER NON-OPERATING DIRECT CHARITABLE EXPENSE - MUSGROVE CONTRACTORS 3851 0 3851 UNREALIZED PORTFOLIO APPRECIATION 548702 DEFERRED FEDERAL NII EXCISE TAXES 32925 40508 OPERATING LEASE LIABILITY 1971 0 FEDERAL EXCISE TAX PAYABLE 0 4167 INVESTMENT CONSULTING/MANAGEMENT 339308 339308 0 PAYROLL SERVICES 4938 273 4665 OTHER PROFESSIONAL FEES - CHARITABLE 7300 730 6570 PAYROLL TAXES 16074 887 15187 FEDERAL NII EXCISE TAX 31694 0 0