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Nonprofiteer
← NATURAL HERITAGE TRUST

Form 990 for tax year 2025

Filed by NATURAL HERITAGE TRUST.

Totals

Total revenue
$13,545,700
Total expenses
$13,497,987
Contributions and grants received
$4,078,100
Grants paid
$1,041,847
Program service revenue
$7,374,590
Investment income
$2,081,918
Other revenue
$11,092
Total assets, end of year
$69,866,415
Total liabilities, end of year
$4,663,273
Net assets or fund balances, end of year
$65,203,142
Program services expenses (Part IX)
$11,636,554
Management and general expenses
$1,861,433
Fundraising expenses
$0
Program service expenses (Part III)
$11,636,554

Program services were 86.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $4,078,100

  • 2a · Program service revenue: PROGRAM SERVICE REVENUE

    total $5,706,971 · related or exempt $5,706,971

  • 2b · Program service revenue: BENEFITS PROCESSING

    total $1,060,237 · related or exempt $1,060,237

  • 2c · Program service revenue: MITIGATION AND ENVIRONMENTAL BENE

    total $607,382 · related or exempt $607,382

  • 3 · Investment income

    total $1,912,759 · excluded $1,912,759

  • 7a · Gross sales of assets other than inventory

    securities $2,910,593

  • 7b · Less cost or other basis and sales expenses

    securities $2,741,434

  • 7c · Gain or loss

    securities $169,159

  • 7d · Net gain or loss

    total $169,159 · excluded $169,159

  • 11a · Other revenue: OTHER REVENUE

    total $11,092 · excluded $11,092

  • 11e · Other revenue, total

    $11,092

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,041,847 · program services $1,041,847

  • 7 · Other salaries and wages

    total $4,549,557 · program services $3,824,696 · management and general $724,861

  • 9 · Other employee benefits

    total $2,250,922 · program services $1,359,373 · management and general $891,549

  • 11a · Fees: management

    total $549,062 · program services $549,062

  • 11f · Fees: investment management

    total $101,172 · program services $61,206 · management and general $39,966

  • 11g · Fees: other

    total $1,239,479 · program services $1,138,983 · management and general $100,496

  • 13 · Office expenses

    total $26,624 · program services $21,205 · management and general $5,419

  • 14 · Information technology

    total $51,153 · program services $7,439 · management and general $43,714

  • 16 · Occupancy

    total $33,949 · program services $33,949

  • 17 · Travel

    total $37,357 · program services $36,250 · management and general $1,107

  • 19 · Conferences, conventions and meetings

    total $15,020 · program services $15,020

  • 24a · Other expenses: EQUIPMENT

    total $1,103,108 · program services $1,103,108

  • 24b · Other expenses: PROGRAM MATERIALS & SER

    total $958,273 · program services $958,273

  • 24c · Other expenses: EVENT

    total $797,764 · program services $797,764

  • 24d · Other expenses: OTHER EXPENSES

    total $207,130 · program services $203,634 · management and general $3,496

  • 24e · All other expenses

    total $535,570 · program services $484,745 · management and general $50,825

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $978,179 · end of year $1,203,391

  • 4 · Accounts receivable

    beginning of year $866,440 · end of year $688,592

  • 11 · Investments: publicly traded securities

    beginning of year $20,776,304 · end of year $21,589,984

  • 12 · Investments: other securities

    beginning of year $41,566,349 · end of year $44,938,639

  • 15 · Other assets

    beginning of year $2,057,149 · end of year $1,445,809

  • 17 · Accounts payable and accrued expenses

    beginning of year $382,111 · end of year $555,563

  • 25 · Other liabilities

    beginning of year $4,760,929 · end of year $4,107,710

  • 27 · Net assets without donor restrictions

    beginning of year $2,830,185 · end of year $3,374,406

  • 28 · Net assets with donor restrictions

    beginning of year $58,271,196 · end of year $61,828,736

Mission and programs · 2025

Mission

THE PURPOSE OF THE TRUST IS TO SERVE AS A FOCAL POINT FOR THE RECEIPT AND ADMINISTRATION OF GIFTS, GRANTS, DEVISES AND BEQUESTS OF REAL AND PERSONAL PROPERTY TO FURTHER CONSERVATION, OUTDOOR RECREATION, HISTORIC PRESERVATION AND WATERFRONT AND COMMUNITY REVITALIZATION.

  • SEE SCHEDULE O:THE TRUST ACCOMPLISHES ITS MISSION BY ACCEPTING DONATIONS, RAISING FUNDS, AND THROUGH COOPERATIVE PROGRAMS AND PROJECTS WITH ITS AGENCY PARTNERS: NEW YORK STATE OFFICE OF PARKS, RECREATION AND HISTORIC PRESERVATION (OPRHP), DEPARTMENT OF ENVIRONMENTAL CONSERVATION (DEC) AND THE DEPARTMENT OF STATE (DOS). THE TRUST ALSO PARTNERS WITH A NUMBER OF OTHER PUBLIC AND PRIVATE ENTITIES, NOT-FOR-PROFITS AND FRIENDS GROUPS TO SECURE AND ADMINISTER FUNDING. THE TRUST IS DEDICATED TO BUILDING AND SUSTAINING RELATIONSHIPS WITH ORGANIZATIONS THAT SHARE MISSION COMPATIBLE GOALS AND PURPOSES.THE TRUST ENSURES THE SAFEKEEPING OF FUNDS HELD IN TRUST AND INVESTS FUNDS PRUDENTLY AND IN A MANNER CONSISTENT WITH THE UNDERLYING GIFT, GRANT, OR PROJECT AGREEMENT. PRIVATE FUNDING ENDOWED THROUGH THE TRUST HAS SUPPORTED A WIDE VARIETY OF CULTURAL AND RECREATIONAL PROGRAMS, CAPITAL PROJECTS AND IMPROVEMENTS, ENVIRONMENTAL AND OUTDOOR EDUCATION, NATURAL RESOURCE PROTECTION AND RESTORATION, AND HISTORIC PRESERVATION THROUGHOUT THE STATE FOR OVER FIFTY YEARS.

    Expenses $11,636,554 · Grants $1,041,847 · Revenue $7,374,590

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Kathy Moser

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Walter Mosley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Bryan Erwin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Amanda Lefton

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sally Drake

    EXECUTIVE DIRECTOR

    Total calculated
    $199,184
    From this org
    $148,292
    From related orgs
    $0
    Other
    $50,892
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $148,292
    Bonus
    $0
    Other
    $0
    Deferred
    $20,568
    Nontaxable benefits
    $30,324
    Filer's total
    $199,184

  • Sarah Purcell

    DEPUTY DIRECTOR/CFO

    Total calculated
    $191,601
    From this org
    $142,645
    From related orgs
    $0
    Other
    $48,956
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $142,645
    Bonus
    $0
    Other
    $0
    Deferred
    $19,785
    Nontaxable benefits
    $29,171
    Filer's total
    $191,601

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2025
Filed
12 August 2026
IRS schema version
2025v4.2
Source object
202632249349302763

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