Nonprofit · EIN 16-1019635
NATURAL HERITAGE TRUST
Tax-exempt · ALBANY, NY 12207
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $13,545,700 | $13,497,987 | $47,713 | $69,866,415 | $4,663,273 | $65,203,142 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $4,078,100
- Program service revenue
- $7,374,590
- Investment income
- $2,081,918
- Net gain from sales of assets
- $169,159
- Other revenue
- $11,092
Expenses
- Grants and similar amounts paid
- $1,041,847
- Other salaries and wages
- $4,549,557
- Salaries, compensation and benefits (total)
- $6,800,479
- Professional fundraising fees
- $0
- Occupancy
- $33,949
- Travel
- $37,357
- Program services (functional)
- $11,636,554
- Management and general (functional)
- $1,861,433
Balance sheet and other
- Total assets, start of year
- $66,244,421
- Total assets, end of year
- $69,866,415
- Total liabilities, end of year
- $4,663,273
- Net assets, end of year
- $65,203,142
- Publicly traded securities
- $21,589,984
- Net assets without donor restrictions
- $3,374,406
- Net assets with donor restrictions
- $61,828,736
- Gross receipts
- $16,287,134
- Employees
- 79
- Volunteers
- 0
- Year formed
- 1968
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SALLY DRAKE | EXECUTIVE DIRECTOR Officer | 37.5 | $148,292 | $50,892 |
| SARAH PURCELL | DEPUTY DIRECTOR/CFO Officer | 37.5 | $142,645 | $48,956 |
| KATHY MOSER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| WALTER MOSLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BRYAN ERWIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| AMANDA LEFTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 625 BROADWAY STE 2, ALBANY, NY 12207-2991
- Principal officer (990 for 2025)
- SALLY DRAKE, 625 BROADWAY 2ND FLOOR, ALBANY, NY 12207
- Signed the 990
- SALLY DRAKE, EXECUTIVE DIRECTOR
- Phone
- (518) 474-2997
- Return prepared by
- EFPR ADVISORY LLC
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.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990 on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 16-1019635
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Governmental unit
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $69,866,415
- Income (IRS master file)
- $16,287,134
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | – | – | – | IRS |
| 990 | March 2025 | – | – | – | IRS |
| 990 | March 2024 | $15,697,020 | $16,516,691 | $66,932,250 | IRS |
| 990 | March 2023 | $16,482,658 | $16,881,811 | $64,736,479 | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about NATURAL HERITAGE TRUST
- What is the EIN of NATURAL HERITAGE TRUST?
- The employer identification number (EIN) of NATURAL HERITAGE TRUST is 16-1019635.
- Is NATURAL HERITAGE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to NATURAL HERITAGE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NATURAL HERITAGE TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NATURAL HERITAGE TRUST due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NATURAL HERITAGE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2026.
- Who is the principal officer of NATURAL HERITAGE TRUST?
- The 990 for the year ended March 31, 2026 names SALLY DRAKE.
- Who are the officers and directors of NATURAL HERITAGE TRUST?
- The 990 for the year ended March 31, 2026 lists 6 people; 2 received compensation from the organization, the highest $148,292 (SALLY DRAKE, EXECUTIVE DIRECTOR).
- How much revenue does NATURAL HERITAGE TRUST have?
- On its 990 for the year ended March 31, 2026 it reported revenue of $13,545,700, expenses of $13,497,987 and total assets of $69,866,415 at year end.
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