Natural Heritage Trust
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
Share of 2026 grant dollars across all 5 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
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
The most common grant size was under $50K: 10 grants of 30 (33%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| NYS Office of Parks Recreation & Historic Preservation Albany, NY | Capital Projects & Public Programming | $851,856 |
| Palisades Interstate Park Commission Bear Mountain, NY | Annual Operating Distribution | $110,000 |
| Four Freedoms Park Conservancy New York, NY | Public Programming | $50,000 |
| Parks and Trails NY Albany, NY | Economic Impact Report | $15,000 |
| Foundation for Long Island State Parks Babylon, NY | Shapiro Program Distribution | $14,991 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| 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
- Updated Form 990 for fiscal year 2026 (received by the IRS August 12, 2026)
- Updated Form 990 for fiscal year 2021 (received by the IRS August 9, 2021)
- Updated Form 990 for fiscal year 2022 (received by the IRS August 15, 2022)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 9, 2023)
- Updated Form 990 for fiscal year 2024 (received by the IRS August 14, 2024)
- Updated Form 990 for fiscal year 2025 (received by the IRS August 5, 2025)
- 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
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.
Here's the math on researching Natural Heritage Trust by hand.
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