2022-11-15T10:04:33-06:00 2021-12-31 580673524 MSTILLER LLC 1960 SATELLITE BLVD SUITE 3600 DULUTH GA 30097 990PF 2021-01-01 580827472 THE SAPELO FOUNDATION INC SAPE 9122980222 2 EAST BRYAN STREET STE 1150 SAVANNAH GA 31401 JUAN A FIGUEROA INTERIM EXECUTIVE DIRECTOR 9122980222 2022-11-14 1 JUAN FIGUEROA 999009999 ANGELA M GRINER P01082262 7709958800 2022-11-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 42646474 X X 515168 468160 4007704 22212905 4084428 4522872 4552588 135000 6750 128250 95026 4751 63803 71167 3558 67609 645 0 645 45425 19206 26219 319024 307801 13642 91923 777 14759 22182 1109 21073 10136 242 10079 38969 835 39091 829497 345029 385170 1226094 1561950 2055591 345029 1947120 2467281 4207559 1813901 2697513 2697513 27052103 28041135 28041135 4633556 5520771 5520771 5195102 6381055 6381055 110867 6000 6000 38805529 42646474 42646474 3344 29528 580000 245000 86401 104082 669745 378610 X 38135784 42267864 38135784 42267864 38805529 42646474 38135784 2467281 1664799 42267864 0 42267864 INVESTMENT PORTFOLIO 22136181 18128477 4007704 4007704 ADDITIONAL K-1 PASS-THRU REALIZED GAINS/(LOSSES) 76724 76724 76724 4084428 58485 0 58485 0 58485 64434 0 15000 0 79434 X 0 20949 20949 0 1 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 0 1 HTTP://WWW.SAPELOFOUNDATION.ORG/ JUAN A FIGUEROA INTERIM EXECUTIVE 9122980222 2 EAST BRYAN STREET STE 1150 SAVANNAH GA 31401 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 NICOLE BAGLEY 2 EAST BRYAN STREET STE 1150 SAVANNAH GA 31401 TRUSTEE, PRESIDENT 1.00 0 0 0 PHILLIP N CAREY 2 EAST BRYAN STREET STE 1150 SAVANNAH GA 31401 TRUSTEE, VICE PRESIDENT 1.00 0 0 0 LAURA MOUNTCASTLE 2 EAST BRYAN STREET STE 1150 SAVANNAH GA 31401 TRUSTEE, TREASURER 1.00 0 0 0 MICHAEL GRANT 2 EAST BRYAN STREET STE 1150 SAVANNAH GA 31401 TRUSTEE, SECRETARY 1.00 0 0 0 CHRISTINE REEVES STRIGARO 2 EAST BRYAN STREET STE 1150 SAVANNAH GA 31401 EXECUTIVE DIRECTOR 40.00 135000 40118 2456 WILLIAM K BROKER 2 EAST BRYAN STREET STE 1150 SAVANNAH GA 31401 TRUSTEE 1.00 0 0 0 BETTIEANNE CHILDERS HART 2 EAST BRYAN STREET STE 1150 SAVANNAH GA 31401 TRUSTEE 1.00 0 0 0 THE HONORABLE NAN GROGAN ORROCK 2 EAST BRYAN STREET STE 1150 SAVANNAH GA 31401 TRUSTEE 1.00 0 0 0 SEANDRA POPE RESIGNED 102021 2 EAST BRYAN STREET STE 1150 SAVANNAH GA 31401 TRUSTEE 1.00 0 0 0 IRENE REYNOLDS SCHIER 2 EAST BRYAN STREET STE 1150 SAVANNAH GA 31401 TRUSTEE 1.00 0 0 0 MIDGE SWEET 2 EAST BRYAN STREET STE 1150 SAVANNAH GA 31401 TRUSTEE 1.00 0 0 0 NONE 0 MORGAN STANLEY 227 WEST MONROE ST CHICAGO IL 60606 INVESTMENT ADVISORY & MANAGEMENT 307457 0 0 38858512 2265378 0 41123890 0 0 41123890 616858 40507032 2025352 2025352 58485 58485 1966867 856 1967723 0 1967723 1947120 0 0 1947120 1967723 766205 0 0 1947120 766205 0 0 1180915 0 0 0 0 0 0 0 0 786808 0 0 0 JUAN A FIGUEROA INTERIM EXECUTIVE D 2 EAST BRYAN STREET STE 1150 SAVANNAH GA 31401 9122980222 HTTP://SAPELOFOUNDATION.ORG/GRANT-REPORTING/ HTTP://SAPELOFOUNDATION.ORG/ORGANIZATIONAL-DEVELOPMENT-FUND/ HTTPS://WWW.GRANTREQUEST.COM/LOGIN.ASPX?RETURNURL=%2FACCOUNTMANAGER.ASPX%3FS ID%3D1613&SID=1613 HTTP://SAPELOFOUNDATION.ORG/GRANT-REPORTING/ HTTP://SAPELOFOUNDATION.ORG/WHAT-WE-FUND/ABOUT-OUR-FUNDING/ GEORGIA CONSERVATION VOTERS ED FUND C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC ENVIRONMENT JUSTICE & PROTECTION GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 25000 GEORGIA RIVER NETWORK INC C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC ENVIRONMENT JUSTICE & PROTECTION GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 415000 HARAMBEE HOUSE C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC ENVIRONMENT JUSTICE & PROTECTION GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 40000 ONE HUNDRED MILES INC C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC ENVIRONMENT JUSTICE & PROTECTION GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 20000 ONE HUNDRED MILES INC C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC MATCHING GRANT, ENVIRONMENT JUSTICE & PROTECTION GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 20000 BVM CAPACITY BUILDING INSTITUTE C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC SOCIAL JUSTICE GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 40000 DEEP CENTER C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC SOCIAL JUSTICE GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 40000 GEORGIA APPLESEED CENTER FOR LAW AND JUSTICE C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC SOCIAL JUSTICE GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 50000 GEORGIA APPLESEED CENTER FOR LAW AND JUSTICE C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC MATCHING GRANT, SOCIAL JUSTICE GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 50000 GEORGIA BUDGET AND POLICY INSTITUTE INC C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC SOCIAL JUSTICE GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 50000 GEORGIA JUSTICE PROJECT INC C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC SOCIAL JUSTICE GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 40000 IMMIGRANT LEGAL RESOURCE CENTER C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC MATCHING GRANT, SOCIAL JUSTICE GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 30000 NEW GEORGIA PROJECT INC C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC SOCIAL JUSTICE GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 40000 NEW GEORGIA PROJECT INC C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC MATCHING GRANT, SOCIAL JUSTICE GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 40000 ONE HUNDRED MILES INC C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC SOCIAL JUSTICE GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 40000 PROGEORGIA STATE TABLE INC C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC SOCIAL JUSTICE GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 140000 SOUTHERN CENTER FOR HUMAN RIGHTS C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC SOCIAL JUSTICE GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 140000 COASTAL GEORGIA AREA COMMUNITY ACTION AUTHORITY INC C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC SPECIAL GRANT (MOU RECEIVED) - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 50000 COASTAL GEORGIA INDICATORS COALITION INC C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC SPECIAL GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 30000 UNITED WAY OF SOUTHWEST GEORGIA C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC SPECIAL GRANT (MOU RECEIVED) - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 50000 BOYS AND GIRLS CLUB OF SOUTHEAST GEORGIA C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC MCINTOSH COUNTY GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 20000 COMMUNITY IN SCHOOLS OF GLYNN COUNTY INC C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC MCINTOSH COUNTY GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 80000 COASTAL GEORGIA AREA COMMUNITY ACTION AUTHORITY INC C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC TOOLS: COLABERATION DEVELOPMENT GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 1000 COASTAL GEORGIA INDICATORS COALITION INC C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC TOOLS: COLABERATION DEVELOPMENT GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 5000 GEORGIA RIVER NETWORK INC C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC TOOLS: COLABERATION DEVELOPMENT GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 10000 SAVANNAH RIVERKEEPER INC C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC TOOLS: COLABERATION DEVELOPMENT GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 5000 SOUTHERN ENVIRONMENTAL LAW CENTER C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC TOOLS: COLABERATION DEVELOPMENT GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 5000 AS YOU SOW C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC TOOLS: EMERGING OPPORTUNITY GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 40000 GEORGIA RIVER NETWORK INC C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC TOOLS: EMERGING OPPORTUNITY GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 20000 COMMUNITY IN SCHOOLS OF GLYNN COUNTY INC C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC TOOLS: ORGANIZATIONAL DEVELOPMENT GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 1300 COOSA RIVER BASIN INITIATIVE C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC TOOLS: ORGANIZATIONAL DEVELOPMENT GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 2000 FLINT RIVERKEEPER INC C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC TOOLS: ORGANIZATIONAL DEVELOPMENT GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 2000 GEORGIA BUDGET AND POLICY INSTITUTE INC C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC TOOLS: ORGANIZATIONAL DEVELOPMENT GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 2000 GEORGIA CONSERVATION VOTERS ED FUND C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC TOOLS: ORGANIZATIONAL DEVELOPMENT GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 2000 GEORGIA FORESTWATCH INC C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC TOOLS: ORGANIZATIONAL DEVELOPMENT GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 1200 GEORGIA RIVER NETWORK INC C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC TOOLS: ORGANIZATIONAL DEVELOPMENT GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 4000 OGEECHEE-CANOOCHEE RIVERKEEPER C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC TOOLS: ORGANIZATIONAL DEVELOPMENT GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 2000 SATILLA RIVERWATCH ALLIANCE C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC TOOLS: ORGANIZATIONAL DEVELOPMENT GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 1450 NEW GEORGIA PROJECT INC C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC TOOLS: SMITH BAGLEY AWARD - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 5000 AUGUSTA UNIVERSITY C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC SCHOLARSHIP AWARD FOR INDIVIDUAL(S) TO ATTEND THIS EDUCATIONAL INSTITUTION 1000 COLLEGE OF COASTAL GEORGIA FINANCIAL AID OFFICE C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC SCHOLARSHIP AWARD FOR INDIVIDUAL(S) TO ATTEND THIS EDUCATIONAL INSTITUTION 1000 MERCER UNIVERSITY C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC SCHOLARSHIP AWARD FOR INDIVIDUAL(S) TO ATTEND THIS EDUCATIONAL INSTITUTION 1000 1561950 GEORGIA CONSERVATION VOTERS ED FUND C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC ENVIRONMENT JUSTICE & PROTECTION GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 25000 HARAMBEE HOUSE C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC ENVIRONMENT JUSTICE & PROTECTION GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 40000 BVM CAPACITY BUILDING INSTITUTE C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC SOCIAL JUSTICE GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 40000 PROGEORGIA STATE TABLE INC C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC SOCIAL JUSTICE GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 100000 AS YOU SOW C/O THE SAPELO FOUNDATION 2 BRYAN ST STE 1150 SAVANNAH GA 31401 NONE PC TOOLS: EMERGING OPPORTUNITY GRANT - TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION 40000 245000 14 515168 18 4007704 0 4522872 0 4522872 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 45425 19206 26219 NO DIRECT ATTEMPTS TO INFLUENCE LEGISLATION ARE MADE BY THE FOUNDATION. GRANTS ARE MADE TO ORGANIZATIONS THAT ADVOCATE AND PROMOTE SOCIAL INITIATIVES AFFECTING THE STATE OF GEORGIA, ITS CITIZENS AND ITS LANDS/WATERS, INCLUDING IMPROVEMENTS IN (I) THE QUALITY OF LIFE AND (II) THE ENVIRONMENT. DIFFERENCE BETWEEN COLUMN (A) & COLUMN (B) 990-PF, PART1: COLUMN (B) NET INVESTMENT INCOME INCLUDES ADDITIOANL PASS-THRU INCOME & EXPENSE FROM ALTERNATIVE INVESTMENT K-1S. FIXED INCOME 5520771 5520771 U.S. EQUITIES 15416734 15416734 GLOBAL EQUITIES 4121868 4121868 NON-U.S. EQUITIES 8502533 8502533 REAL ESTATE INVESTMENT TRUSTS FMV 4438796 4438796 ALTERNATIVE PARTNERSHJIP ASSETS FMV 1942259 1942259 LEGAL 645 0 645 FEDERAL NET INVESTMENT INCOME EXCISE TAX RECIEVABLE 0 6000 6000 INVESTMENT INCOME RECEIVABLE 10867 0 0 REFUNDABLE GRANT ADVANCES 100000 0 0 ASSOCIATION/TEO ORGANIZATION DUES & MEMBERSHIPS 14911 0 14911 BANK CHARGES 105 5 100 INFORMATION TECHNOLOGY & TELEPHONE 12729 288 13208 INSURANCE 2737 137 2600 LICENSES & REGISTRATIONS 30 2 29 MISCELLANEOUS 2966 148 2949 NON-CAPITAL EQUIPMENT & REPAIRS 1224 61 1186 OFFICE SUPPLIES & EXPENSE 3887 194 3728 OTHER NON-OPERATING DIRECT CHARITABLE EXPENSE - MUSGROVE CONTRACTORS 380 0 380 UNREALIZED PORTFOLIO APPRECIATION 1664799 FEDERAL NII EXCISE TAXES PAYABLE 544 0 DEFERRED FEDERAL NII EXCISE TAXES 85857 104082 INVESTMENT CONSULTING/MANAGEMENT 307457 307457 0 PAYROLL SERVICES 4679 234 4488 TECHNOLOGY & IT SERVICES 2190 110 4456 OTHER PROFESSIONAL FEES - CHARITABLE 4698 0 4698 PAYROLL TAXES 15536 777 14759 FEDERAL NII EXCISE TAX 58162 0 0 DEFERRED FEDERAL NII EXCISE TAX 18225 0 0