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Natural Heritage Trust

Public charity · Grantmaker Albany, NY EIN: 16-1019635 Website

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.

Key facts about Natural Heritage Trust

In short: Natural Heritage Trust gave $1.0M across 5 grants in 2026 (avg $208K), mostly in New York. Source: 2026 IRS Form 990.

EIN
16-1019635
Latest 990 filing
Form 990, 2026
Annual giving (2026)
$1,041,847
Grants made (2026)
5
Average grant
$208,369
Median grant
$50,000
Total assets
$69,866,415
Primary geography
New York (100% of itemized 2026 grant dollars)

Data from IRS Form 990, 2026; updated September 2026.

Financial Overview

From 2026 IRS Form 990 · View filing

Total Assets

$69.9M

+5.5% YoY

Annual Giving

$1.0M

-68.6% YoY

Grant Count

5

-54.5% YoY

Avg Grant Size

$208K

-30.9% YoY

How Natural Heritage Trust gives

  • Giving fell 87% from 2023 to 2026. Method

From the foundation's IRS Form 990 filings. Methodology.

About Natural Heritage Trust

Based on IRS filings

Natural Heritage Trust is a public charity, based in Albany, NY. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $69.9M in total assets. In 2026, it awarded 5 grants totaling $1.0M. Net investment income was $2.1M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2026 grant dollars across all 5 itemized grants.

States

Cities

AlbanyBear MountainNew YorkBuffaloBabylonIndian LakeLewistonLong LakeMinervaMivervaNewcombNorth HudsonNorth TonawandaPerrySaratoga SpringsWalworth

Giving Over Time

Total grant dollars and number of grants per year

$0$2.5M$5M$7.5M$10MTotal only2020 6 grants2021 4 grants2022 6 grants2023 4 grants2024 11 grants2025 5 grants2026

From 2020 to 2026, annual grant giving ranged from $565 (2020) to $8.6M (2022). In 2026 it made 5 grants totaling $1.0M.

Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2026

NYS Office of Parks Recreation & Historic Preservation: $852KNYS Office of Parks Recreation& Historic Preservation$852KPalisades Interstate Park Commission: $110KPalisades Interstate ParkCommission$110KFour Freedoms Park Conservancy: $50KFour Freedoms Park Conservancy$50KParks and Trails NY: $15KParks and Trails NY$15KFoundation for Long Island State Parks: $15KFoundation for Long IslandState Parks$15K

The largest 2026 recipient was NYS Office of Parks Recreation & Historic Preservation ($852K). Together the top 5 received $1.0M.

Grant Size Distribution

30 grants across all recorded years

10<$50K2$50–100K9$100–250K2$250–500K3$500K–1M2$1–5M2$5M+

The most common grant size was under $50K: 10 grants of 30 (33%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
NYS Office of Parks Recreation & Historic Preservation Albany, NYCapital Projects & Public Programming$851,856
Palisades Interstate Park Commission Bear Mountain, NYAnnual Operating Distribution$110,000
Four Freedoms Park Conservancy New York, NYPublic Programming$50,000
Parks and Trails NY Albany, NYEconomic Impact Report$15,000
Foundation for Long Island State Parks Babylon, NYShapiro Program Distribution$14,991

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$10M$20M$30M2020 2021 2022 2023 2024 2025 2026
Metric202620252024
Total Assets$69,866,415$66,244,421$66,932,250
Revenue$13,545,700$13,544,864$15,697,020
Expenses$13,497,987$15,604,380$16,516,691
Net Investment Income$2,081,918$1,982,223$1,721,590

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2026 (received by the IRS August 12, 2026)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS August 9, 2021)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS August 15, 2022)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS November 9, 2023)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS August 14, 2024)
  6. Updated Form 990 for fiscal year 2025 (received by the IRS August 5, 2025)
  7. Updated Form 990 for fiscal year 2020 (received by the IRS February 2, 2021)

Leadership & Key People

Officers and directors from IRS filings

Natural Heritage Trust is led by Sally Drake, Executive Director on every filing since 2021; 2 of 6 officers listed in 2026 are compensated.

Officers on the 2026 filing

  • Sally Drake

    Executive Director

    On filings since 2021

    37.5 hrs/week

    $28K (2021) → $148K (2026)

  • Kathy Moser

    Chair

    New on the 2026 filing

    1 hr/week

    No compensation reported

  • Sarah Purcell

    Deputy Director & CFO

    On filings since 2020

    37.5 hrs/week

    $107K (2020) → $143K (2026)

  • Bryan Erwin

    Board Member

    Board Member - Acting → Board Member, 2024

    On filings since 2022

    1 hr/week

    No compensation reported

  • Amanda Lefton

    Board Member

    On filings since 2025

    1 hr/week

    No compensation reported

  • Walter Mosley

    Board Member

    On filings since 2025

    1 hr/week

    No compensation reported

Former officers (14)
  • Former: Randy Simons (2024–2025) — Chair
  • Former: Basil Seggos (2020–2024) — Vice Chair
  • Former: Erik Kulleseid (2020–2024) — Chair
  • Former: Robert Rodriguez (2022–2024) — Board Member
  • Former: Kisha Santiago (2024) — Board Member
  • Former: Laura Dibetta (2024) — Board Member
  • Former: Sean Mahar (2024) — Board Member
  • Former: Jennifer Maglienti (2022–2023) — Legal Counsel
  • Former: Rossana Rosado (2020–2022) — Board Member · Filing note: Through 123121
  • Former: Lucy R. Waletzkythrough (2022) — Board Member
  • Former: Allen Payne (2020–2021) — Executive Director · Filing note: Through 9302020
  • Former: Karen Mintzer (2020–2021) — Legal Counsel
  • Former: Lucy R. Waletzky (2020–2021) — Board Member
  • Former: Paul Laudato (2020) — Legal Counsel

Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

Sally Drake — Executive Director: $148KSally DrakeExecutive Director$148KSarah Purcell — Deputy Director/CFO: $143KSarah PurcellDeputy Director/CFO$143K

The highest reported compensation on the 2026 filing was $148K, to Sally Drake (Executive Director). 2 officers or directors reported compensation on that filing.

Frequently asked questions about Natural Heritage Trust

How much does Natural Heritage Trust give each year?

Natural Heritage Trust gave $1.0M across 5 grants in 2026, according to its 2026 IRS Form 990. In 2025 it gave $3.3M across 11 grants.

What is Natural Heritage Trust's typical grant size?

Natural Heritage Trust's median grant in 2026 was $50,000, and its average grant was $208,369, across 5 grants on its 2026 IRS Form 990.

Where does Natural Heritage Trust give grants?

Natural Heritage Trust gives mostly in New York: 100% of the grant dollars itemized on its 2026 IRS Form 990 went to recipients there. The most frequent recipient cities were Albany, NY (2 grants).

Does Natural Heritage Trust give general operating support?

Yes: 20% of Natural Heritage Trust's 2026 grants with a stated purpose (1 of 5) were for general or operating support, per its 2026 IRS Form 990.

Who are Natural Heritage Trust's largest grantees?

Natural Heritage Trust's largest 2026 grantees include NYS Office of Parks Recreation & Historic Preservation ($851,856), Palisades Interstate Park Commission ($110,000) and Four Freedoms Park Conservancy ($50,000), according to its 2026 IRS Form 990. Together they received 97% of its itemized 2026 grant dollars.

How large is Natural Heritage Trust?

Natural Heritage Trust reported $69.9M in total assets on its 2026 IRS Form 990. Its revenue that year was $13.5M.

What is Natural Heritage Trust's EIN?

Natural Heritage Trust's EIN (Employer Identification Number) is 16-1019635. IRS Form 990 filing data is available on this page for 2020–2026.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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