2026-08-12T16:22:49-05:00 2026-03-31 333303535 EFPR ADVISORY LLC 6390 MAIN STREET SUITE 200 WILLIAMSVILLE NY 14221 990 2025-04-01 161019635 NATURAL HERITAGE TRUST NATU 5184742997 625 BROADWAY 2ND FLOOR ALBANY NY 12207 SALLY DRAKE EXECUTIVE DIRECTOR 5184742997 2026-08-12 1 DAVID A URBAN CPA P00630018 7166340700 2026-08-12 2025 2025-03-06 01:10:19Z SALLY DRAKE 625 BROADWAY 2ND FLOOR ALBANY NY 12207 16287134 0 X NATURALHERITAGETRUST.ORG X 1968 NY 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. 4 4 79 0 0 0 3165500 4078100 8351851 7374590 1982223 2081918 45290 11092 13544864 13545700 3499274 1041847 0 0 6061113 6800479 0 0 0 6043993 5655661 15604380 13497987 -2059516 47713 66244421 69866415 5143040 4663273 61101381 65203142 X 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. 0 0 11636554 1041847 7374590 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. 11636554 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 101 0 1 79 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X SARAH PURCELL 5184742997 625 BROADWAY 2ND FLOOR ALBANY NY 12207 KATHY MOSER CHAIR 1.00 X X 0 0 0 WALTER MOSLEY BOARD MEMBER 1.00 X 0 0 0 BRYAN ERWIN BOARD MEMBER 1.00 X 0 0 0 AMANDA LEFTON BOARD MEMBER 1.00 X 0 0 0 SALLY DRAKE EXECUTIVE DIRECTOR 37.50 X 148292 0 50892 SARAH PURCELL DEPUTY DIRECTOR/CFO 37.50 X 142645 0 48956 290937 0 99848 2 0 1 0 0 4078100 4078100 PROGRAM SERVICE REVENUE 900099 5706971 5706971 BENEFITS PROCESSING 561000 1060237 1060237 MITIGATION AND ENVIRONMENTAL BENE 900099 607382 607382 7374590 1912759 1912759 2910593 2741434 169159 169159 169159 OTHER REVENUE 900099 11092 11092 11092 13545700 7374590 0 2093010 1041847 1041847 4549557 3824696 724861 2250922 1359373 891549 549062 549062 101172 61206 39966 1239479 1138983 100496 26624 21205 5419 51153 7439 43714 33949 33949 37357 36250 1107 15020 15020 EQUIPMENT 1103108 1103108 PROGRAM MATERIALS & SER 958273 958273 EVENT 797764 797764 OTHER EXPENSES 207130 203634 3496 535570 484745 50825 13497987 11636554 1861433 0 978179 1203391 866440 688592 20776304 21589984 41566349 44938639 2057149 1445809 66244421 69866415 382111 555563 4760929 4107710 5143040 4663273 X 2830185 3374406 58271196 61828736 61101381 65203142 66244421 69866415 47713 4054048 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37063814 557665 4809561 1143593 61445 41226002 35961142 522000 1795341 1157497 57172 37063814 31636649 1500000 4030337 1154830 51015 35961141 34329609 250000 -2009945 883000 50015 31636649 32672062 2342869 385573 1016463 54432 34329609 0 0 0 US TREASURY NOTES 12708682 C MUTUAL FUDNS & EXCHANGE-TRADED ETF'S 26644152 C CORPORATE & FOREIGN BONDS 5585805 C 44938639 OTHER POSTEMPLOYMENT BENEFITS (OPEB) OBLIGATION 1461501 DEFERRED INFLOWS OF RESOURCES - PENSION RELATED 353655 NET PENSION 2021466 COMPENSATED ABSENCES 271088 4107710 X 17622013 4054048 22265 4076313 13545700 0 13545700 13520252 22265 22265 13497987 0 13497987 PART X, LINE 2: THE TRUST IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; THEREFORE, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE FINANCIAL STATEMENTS. THE TRUST PRESENTLY DISCLOSES OR RECOGNIZES INCOME TAX POSITIONS BASED ON MANAGEMENT'S ESTIMATE OF WHETHER IT IS REASONABLY POSSIBLE OR PROBABLE THAT A LIABILITY HAS BEEN INCURRED FOR UNRECOGNIZED INCOME TAXES. MANAGEMENT HAS CONCLUDED THAT THE TRUST HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT IN ITS FINANCIAL STATEMENTS. U.S. FORMS 990 FILED BY THE TRUST ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. 0 FOUR FREEDOMS PARK CONSERVANCY 750 LEXINGTON AVENUE 9TH FLOOR NEW YORK NY 10022 452716646 501(C)(3) 50000 0 PUBLIC PROGRAMMING PALISADES INTERSTATE PARK COMMISSION 3006 SEVEN LAKES DR PO BOX 427 BEAR MOUNTAIN NY 10911 131941505 SEC 115 110000 0 ANNUAL OPERATING DISTRIBUTION NYS OFFICE OF PARKS RECREATION & HISTORIC PRESERVATION 625 BROADWAY 2ND FLOOR ALBANY NY 12238 SEC 115 851856 0 CAPITAL PROJECTS & PUBLIC PROGRAMMING FOUNDATION FOR LONG ISLAND STATE PARKS PO BOX 247 BABYLON NY 11702 113147064 501(C)(3) 14991 0 SHAPIRO PROGRAM DISTRIBUTION PARKS AND TRAILS NY 1 STEUBEN PLACE ALBANY NY 12207 141753475 501(C)(3) 15000 0 ECONOMIC IMPACT REPORT 5 0 0 0 0 0 0 0 0 0 SALLY DRAKE EXECUTIVE DIRECTOR 148292 0 0 0 0 0 20568 0 30324 0 199184 0 0 0 SARAH PURCELL DEPUTY DIRECTOR/CFO 142645 0 0 0 0 0 19785 0 29171 0 191601 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS MADE AVAILABLE TO REVIEW BY THE BOARD MEMBERS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C NHT MONITORS AND ENFORCES THE CONFLICT OF INTEREST POLICY BY OUTLINING THE PROCEDURES WITHIN THE EMPLOYEE HANDBOOK ON HOW TO BRING AN INQUIRY AND HAVING OUR ETHICS OFFICER REACT AND RESPOND TO THOSE INQUIRIES. FORM 990, PART VI, SECTION B, LINE 15 RECOMMENDATIONS FOR COMPENSATION ARE INCLUDED IN BOARD-APPROVED BUDGET MATERIALS, DELIBERATED ON AND THEN APPROVED IN THE OPERATING BUDGET RESOLUTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THEIR GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 WILL ALSO BE AVAILABLE ON GUIDESTAR.ORG FORM 990 PART XLL, LINE 2C THERE HAS BEEN NO CHANGE IN THE OVERSIGHT OR SELECTION PROCESS.