2024-05-14T13:57:09-05:00 2023-06-30 271155496 ROBERT LEE & ASSOCIATES LLP 999 W TAYLOR STREET STE A SAN JOSE CA 95126 990 2022-07-01 942392007 PENINSULA OPEN SPACE TRUST PENI 6508547696 222 HIGH STREET PALO ALTO CA 94301 WALTER T MOORE PRESIDENT 6508547696 2024-05-14 1 WALTER MOORE 999009999 0 SCOTT R SMEAD P01208759 4088556770 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WALTER T MOORE 222 HIGH STREET PALO ALTO CA 94301 120487518 0 X HTTP://WWW.OPENSPACETRUST.ORG/ X 1977 CA POST PROTECTS OPEN SPACE ON THE PENINSULA AND IN THE SOUTH BAY FOR THE BENEFIT OF ALL. 17 17 63 301 0 0 18830028 20963923 340797 251653 10907924 2669468 128199 869119 30206948 24754163 2702643 4286616 0 0 8590718 9693237 314476 0 3766981 7699980 15032513 19307817 29012366 10899131 -4258203 318771213 336966025 7025043 19262404 311746170 317703621 X PENINSULA OPEN SPACE TRUST (POST) PROTECTS OPEN SPACE ON THE PENINSULA AND IN THE SOUTH BAY FOR THE BENEFIT OF ALL. POST IS CREATING A NETWORK OF PROTECTED LANDS WHERE PEOPLE AND NATURE CONNECT AND THRIVE. THESE LANDS ARE PRESERVED FOREVER SO PRESENT AND FUTURE GENERATIONS... BENEFIT FROM THE CAREFUL BALANCE OF RURAL AND URBAN LANDSCAPES THAT MAKE OUR REGION EXTRAORDINARY. 0 0 14533401 4190500 0 LAND ACQUISITION & TRANSFER:IN FISCAL YEAR 2023, POST COMPLETED AND ASSISTED A TOTAL OF 8 TRANSACTIONS THAT PROTECTED 3,853 ACRES WHILE ADVANCING SEVERAL OTHER LONGER-TERM ACQUISITIONS AND TRANSFERS.LAND TRANSACTIONSPURCHASED LAKESIDE RANCH, A 1,986-ACRE MULTI-BENEFIT PROPERTY, BRINGING THE TOTAL ACRES OF PROTECTED LAND IN AND AROUND COYOTE VALLEY TO MORE THAN 8,700PROTECTED 839 ACRES OF REDWOOD FOREST, WILDLIFE HABITAT AND WORKING ... LANDS AT ESTRADA RANCH NEAR WATSONVILLETRANSFERRED 5,100 ACRES OF CLOVERDALE RANCH IN PESCADERO TO MIDPENINSULA REGIONAL OPEN SPACE DISTRICT (MIDPEN) AFTER 26 YEARS OF POST'S CARE SUPPORTED SEMPERVIRENS FUND IN PROTECTING THE 921-ACRE CAMP JONES GULCH WITH A CONSERVATION EASEMENT, SECURING THE FUTURE OF OLD-GROWTH REDWOODS AND A BELOVED CHILDREN'S CAMP IN LA HONDAESTABLISHED AN AGRICULTURAL CONSERVATION EASEMENT ON A 90-ACRE FARM LOCATED NEAR PESCADERO ON THE SAN MATEO COUNTY COAST.ASSISTED THE SANTA CLARA VALLEY HABITAT AGENCY IN PROTECTING A 17-ACRE PROPERTY AT THE NORTHERN END OF COYOTE VALLEY, ESSENTIAL FOR WILDLIFE AND TRAIL CONNECTIVITYTRANSFERRED THE 136-ACRE CALERO LAKEVIEW PROPERTY IN SAN JOSE TO SANTA CLARA COUNTY PARKS AFTER EXTENSIVE CLEANUP AND RESTORATIONTRANSFERRED OUR REMAINING INTEREST IN THE ICONIC AND SCENIC SOUTH COWELL RANCH ON THE SAN MATEO COUNTY COAST TO MIDPEN AFTER STRENGTHENING THE TERMS OF ITS CONSERVATION EASEMENT, INCLUDING A FARMHOUSE THAT WAS SIGNIFICANTLY UPGRADED BY POST. 4633263 96116 251313 LAND MANAGEMENT:POST CURRENTLY HOLDS 17,514 ACRES IN FEE OWNERSHIP AND HOLDS CONSERVATION EASEMENTS AND DEED RESTRICTIONS ON 14,574 ACRES. THE ORGANIZATION HAS AN ESTABLISHED STEWARDSHIP PROGRAM FOR THE LANDS IT OWNS THAT INCLUDES RESOURCE CONSERVATION PLANNING AND MANAGEMENT, ALONG WITH ACTIVE USES OF LAND FOR CONSERVATION GRAZING AND AGRICULTURE, SUSTAINABLE FOREST MANAGEMENT AND RESTORATION WHERE APPROPRIATE, AND DEVELOPMENT OF COMPATIBLE RECREATIONAL OPPORTUNITIES. POST WORKS TO PROTECT AND MANAGE LANDS IN ITS POSSESSION THROUGH SITE-SPECIFIC STEWARDSHIP PLANS FOR THE NATURAL RESOURCES ON EACH ... PROPERTY. POST STAFF AND VOLUNTEERS ACTIVELY MONITOR THE ACREAGE ON WHICH POST HOLDS EASEMENTS OR RESTRICTIONS. VOLUNTEERS ALSO ASSIST WITH STEWARDSHIP PROJECTS ON POST-OWNED LAND. IN TOTAL, POST LAND VOLUNTEERS CONTRIBUTED AN IMPRESSIVE 1,700 HOURS OF WORK TIME ON POST-PROTECTED LAND INCLUDING CONSERVATION EASEMENT MONITORING, PARTICIPATING IN HIGHWAY CLEAN-UPS, AND MAPPING AND TREATING INVASIVE PLANTS THAT DEGRADE NATURAL SYSTEMS. THESE ARE SOME OF THE MOST IMPACTFUL PROJECTS WE IMPLEMENTED IN ORDER TO CARE FOR THE LANDS WE PROTECT:FY23 PROJECTS SAN VICENTE REDWOODS:FIRE RECOVERY AND FOREST RESILIENCE AND RESTORATION:CREATED TWO MILES OF SHADED FUEL BREAKS AND CONVERTED 5,000 TONS OF DEAD AND DYING TREES INTO BIOCHAR AND CHARCOAL LED REGIONAL STUDY OF WOODY BIOMASS AND PILOTED INNOVATIVE TREATMENT TECHNOLOGIES, SHARING RESULTS WITH REGIONAL PARTNERS AND STATEWIDE DECISION-MAKERS- DEEPENED PARTNERSHIP WITH AMAH MUTSUN LAND TRUST TO IDENTIFY, COLLECT, AND CULTIVATE CULTURALLY SIGNIFICANT PLANTS- OPENED 7.3 MILES OF NEW TRAILS IN PARTNERSHIP WITH LAND TRUST OF SANTA CRUZ COUNTY- COMPLETED IMPROVEMENTS ON MORE THAN 3 MILES OF DAMAGED ROAD, CURBING EROSION IN THE MOST CRITICAL WATERSHED FOR CENTRAL COAST COHO SALMONINITIATED NEW AGRICULTURAL LEASE ON PEBBLE BEACH FARMS IN SAN MATEO COUNTY ENCOMPASSING OVER 80 ACRES OF FORMERLY FALLOW COASTAL FARMLAND HELPED FARMERS GET BACK TO BUSINESS AFTER THE 2023 WINTER STORMS, REMOVING LARGE, DOWNED TREES; REPAIRING CORRALS, FENCING, AND ROOFS; CLEANING UP AFTER FLOODING; AND MORE;COMPLETED THE COYOTE VALLEY ROAD ECOLOGY STUDY WITH PARTNERS PATHWAYS FOR WILDLIFE AND THE SANTA CLARA VALLEY HABITAT AGENCY. THIS STUDY ASSESSED WILDLIFE MOVEMENT BETWEEN PROTECTED AREAS IN NORTH COYOTE VALLEY, PROVIDES RECOMMENDATIONS TO REDUCE WILDLIFE-VEHICLES COLLISIONS AND MAINTAIN OR ENHANCE HABITAT CONNECTIVITY;REINTRODUCTION OF BURROWING OWL ON POST-PROTECTED LAND IN PARTNERSHIP WITH TALON ECOLOGICAL RESEARCH GROUP, VALLEY HABITAT AGENCY, AND OPEN SPACE AUTHORITY;OPENED THE AUDREY EDNA CABIN AT ALPINE RANCH TO THE PUBLIC WITH FEES SUPPORTING MAINTENANCE AND PARTNER INITIATIVES LIKE SAN MATEO COUNTY HEALTH'S PARK RX PROGRAM. 2931060 0 340 COMMUNITY OUTREACH AND EDUCATION:TO FURTHER OUR COMMUNITY GROWTH AND ENGAGEMENT EFFORTS, IN FISCAL YEAR 2023, THE ORGANIZATION CONTINUED OUR CONTENT MARKETING AND ENGAGEMENT PROGRAMS WHICH AIM TO GROW AND DIVERSIFY OUR COMMUNITY OF SUPPORTERS AND ENGAGE PROSPECTIVE DONORS. BETWEEN NEW PIECES AND UPDATES TO EXISTING CONTENT, WE DISTRIBUTED OVER 50 INFORMATIONAL PIECES SUCH AS GUIDES AND BLOG POSTS, HUNDREDS OF SOCIAL MEDIA POSTS (BOTH PAID AND ORGANIC), 3 ANNUAL MAGAZINES, AND NUMEROUS PRESS ANNOUNCEMENTS. WE ALSO INCREASED AWARENESS AND GENERATED NEW CONTACTS BY ADVERTISING WITH VARIOUS PUBLICATIONS, BOTH ONLINE AND OFF. OUR GATED GUIDES REQUIRE VIEWERS TO PROVIDE THEIR EMAIL ADDRESS AND ARE OUR MOST EFFECTIVE ... TOOL TO GENERATE NEW CONTACTS. AS A RESULT, WE ATTRACTED OVER 32,539 NEW COMMUNITY MEMBERS TO OUR DATABASE WHICH INCLUDES 193,000 CONTACTS. WE CONTINUED TO IMPLEMENT DIGITAL DONOR ACQUISITION CAMPAIGNS USING OUR CRM, SOCIAL MEDIA AND MARKETING AUTOMATION PLATFORMS TO RENEW EXISTING DONOR SUPPORT, CONVERT COMMUNITY MEMBERS INTO DONORS, AND DEEPEN ENGAGEMENT ACROSS OUR ENTIRE COMMUNITY. OUR AUGUST 2022 1,000 DONOR CHALLENGE CAMPAIGN GENERATED 1,359 GIFTS AND $188,848 IN REVENUE. SIMILARLY, OUR THREE YEAR-END DIGITAL CAMPAIGNS WHICH TOOK PLACE BETWEEN GIVING TUESDAY (THE FIRST TUESDAY AFTER THANKSGIVING) AND DECEMBER 31 GENERATED $1,478,550 IN REVENUE FROM 3,763 DONORS, WITH COMBINED REVENUE AND DONOR COUNTS UP 12% AND 9% RESPECTIVELY OVER FY22. DONOR SUPPORT REMAINED VERY STRONG THROUGH FISCAL YEAR END, WITH POST ACHIEVING ANNUAL OPERATING FUND REVENUE AND DONOR COUNTS OF $7.599 MILLION AND 9,904 RESPECTIVELY. COMMUNITY MEMBERS AND DONORS CONTINUED TO STAY CONNECTED TO POST THROUGHOUT THE YEAR VIA OUR MONTHLY NEWSLETTERS AND OUTREACH EVENTS. WE PROVIDED A ROBUST SCHEDULE OF 96 EVENTS INCLUDING VIRTUAL, IN-PERSON EVENTS IN FORMATS BOTH LARGE AND SMALL. IN A POST-COVID ERA, WE WERE ABLE TO FULLY REALIZE A SCHEDULE OF AMBASSADOR-LED HIKES, DELIVERING 4-5 IN PERSON HIKES PER MONTH OPEN TO ALL MEMBERS OF THE COMMUNITY. DURING THIS FISCAL YEAR WE ALSO LAUNCHED AFFINITY GROUP EVENTS, MEANT TO SERVE COMMUNITY MEMBERS OF UNDERREPRESENTED IDENTITIES INCLUDING SPECIFIC CULTURAL GROUPS, WOMEN, AND MEMBERS OF THE LGBTQ+ COMMUNITY. IN TOTAL, OVER 8,386 PEOPLE REGISTERED FOR OUR EVENTS WITH 4,166 PEOPLE ATTENDING, 35.6% OF WHOM WERE NEW TO OUR LIST. WE HAVE CONTINUED TO RUN A ROBUST SUITE OF DIGITAL AD CAMPAIGNS THAT INCLUDE THE FIND YOUR PLACE CAMPAIGN WHICH AIMS TO BROADEN AND DIVERSIFY OUR AUDIENCE OF SUPPORT. THIS IS SUPPLEMENTED BY ORGANIC AND PAID SOCIAL POSTING. THE FIND YOUR PLACE CAMPAIGN DELIVERED 9,055 NEW CONTACTS TO OUR DATA BASE. OTHER PAID EFFORTS PROMOTING POST-CREATED CONTENT PRODUCED OVER 20,000 NEW NAMES TO OUR LIST, ROUGHLY TWO THIRDS OF ALL NEW CONTACTS. BY MORE TIGHTLY INTEGRATING POST CONTENT, EVENTS, AND FUNDRAISING WITH THE FIND YOUR PLACE ADVERTISING ENGINE, WE SAW IMPROVED TOP OF THE FUNNEL MARKETING PERFORMANCE. FROM JANUARY THROUGH MAY OF 2023, OUR AWARENESS PROGRAM THAT INCLUDES THE FIND YOUR PLACE CAMPAIGN ENABLED 6.5M IMPRESSIONS ACROSS A REACH OF 1.1M PEOPLE AND LINK CLICKS IN EXCESS OF 85,000. OUR INSTAGRAM FOLLOWING TOPPED 30,000 AT THE END OF FISCAL YEAR 2023. ADDITIONALLY, OUR ANNUAL WEBSITE TRAFFIC INCLUDED 580,000 ACTIVE USERS, OF WHICH ABOUT 454,000 WERE NEW, 720,000 SESSIONS AND ABOUT 1M VIEWS. POST PRODUCED AND DELIVERED TWO ISSUES OF OUR LANDSCAPES MAGAZINE THIS YEAR AND ONE EDITION OF OUR ANNUAL IMPACT REPORT BOTH OF WHICH WERE DISTRIBUTED TO OVER 13,000 RECIPIENTS. ADDITIONALLY, POST PRODUCED A NUMBER OF MEDIA/NEWS STORIES IN SUPPORT OF OUR TRANSACTIONS WORK. THIS INCLUDED TWO ACQUISITION STORIES ESTRADA RANCH AND LAKESIDE RANCH, BOTH OF WHICH GENERATED FRONT PAGE COVERAGE IN THE SAN JOSE MERCURY NEWS. THE TRANSFER OF CLOVERDALE RANCH TO THE MIDPENINSULA OPEN SPACE DISTRICT ALSO GARNERED FRONT PAGE COVERAGE IN THE SAN FRANCISCO CHRONICLE, WHICH COVERED OUR AUDREY EDNA CABIN OPENING ON THE FRONT PAGE AS WELL. ALTOGETHER, OUR NEWS ANNOUNCEMENTS THROUGH THE YEAR PRODUCED ON AVERAGE 22 ARTICLES PER MONTH AND A POSSIBLE AUDIENCE REACH OF 102 MILLION. WE HAVE ALSO WORKED TO COORDINATE MESSAGING ON TRANSACTIONS TO TAKE PLACE IN FY 2024, IN ORDER TO GET IN FRONT OF VARIOUS MESSAGES AND STORIES AND ENSURE A POSITIVE VIEW OF THE POST BRAND AND IMPORTANCE OF OUR WORK IN THE MEDIA. 22097724 1 1 0 1 0 0 1 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 84 0 63 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA FL GA NM NY NC OK OR TN VA MD PA CT WI IL HI CO WA MA MI MO NJ X X MARK STEVENS 6508547696 222 HIGH STREET PALO ALTO CA 94301 SUZANNE SULLIVAN CHAIR & DIRECTOR 5.00 X X 0 0 0 RAJESH MASHRUWALA VICE CHAIR & DIRECTOR 3.00 X X 0 0 0 ANDREW BOSWORTH DIRECTOR 2.00 X 0 0 0 DENNIS DEBROECK DIRECTOR 2.00 X 0 0 0 SEAN DEMPSEY DIRECTOR 1.00 X 0 0 0 ROD FERGUSON DIRECTOR 3.00 X 0 0 0 WENDE HUTTON DIRECTOR 3.00 X 0 0 0 JENNIFER LYNCH DIRECTOR 2.00 X 0 0 0 ALISA MACAVOY DIRECTOR 2.00 X 0 0 0 MATT MILLER DIRECTOR 1.00 X 0 0 0 SANJAY VASWANI DIRECTOR 1.00 X 0 0 0 EMERICK WOODS DIRECTOR 1.00 X 0 0 0 KEN YEAGER DIRECTOR 2.00 X 0 0 0 KALLE DAHL DIRECTOR 1.00 X 0 0 0 PAUL SIMPSON DIRECTOR 1.00 X 0 0 0 NANHI SINGH DIRECTOR 1.00 X 0 0 0 KATHERINE TSAI DIRECTOR 1.00 X 0 0 0 BRAD O'BRIEN SECRETARY 2.00 X 0 0 0 WALTER T MOORE PRESIDENT 40.00 X 367707 0 73293 MARK STEVENS TREASURER & CFO/COO 40.00 X 282550 0 58408 MARTHA TEDESCO CHIEF MARKETING OFFICER 40.00 X 237946 0 67263 NOELLE CHAMBERS VP OF CONSERVATION 40.00 X 229416 0 28062 GORDON CLARK VP OF DEVELOPMENT 40.00 X 236409 0 45778 DIANE CORDOVA CHIEF TALENT OFFICER 40.00 X 218399 0 57177 JUSTIN ELIOT DIRECTOR OF FINANCE 40.00 X 198578 0 15766 PATRICK MARSHALL GENERAL COUNSEL 40.00 X 182560 0 31379 JEANINE CRIDER DIRECTOR OF PLANNED GIVING 40.00 X 167104 0 32884 OLIVIA WHITE LOPEZ DIRECTOR OF DIVERSITY EQUITY AND INCLUSION 40.00 X 165314 0 12597 2285983 0 422607 37 0 1 0 BW ENGINEERING 225 THE CROSSROADS 135 CARMEL CA 93923 PROPERTY MAINTENANCE 860239 RALLY 6565 SUNSET BLVD SUITE 400 SAN FRANCISCO CA 94102 ADVERTISING 765452 SHUTE MIHALY & WEINBERGER LLP 396 HAYES ST SAN FRANCISCO CA 94102 LEGAL SERVICES 481731 HAMEY WOODS 267 SUNLIT LANE SANTA CRUZ CA 95060 PROPERTY MAINTENANCE 364595 NEXT GENERATION FUNDRAISING INC 1235 WESTLAKES DR STE 130 BERWYN PA 19312 DONOR DEVELOPMENT 323542 6 3219453 17744470 654190 20963923 RENTAL INCOME 900002 251313 251313 LECTURE SERIES INCOME 611600 340 340 251653 4375536 4375536 94027287 95733355 -1706068 -1706068 -1706068 OTHER INCOME 900099 869119 869119 869119 24754163 251653 0 3538587 X 4286616 4286616 1838001 746904 503518 587579 6206856 3482479 1224166 1500211 407534 207099 111812 88623 816761 458260 161088 197413 424085 237139 85415 101531 897374 855660 41714 45451 45451 39100 39100 296864 296864 3690196 3135324 93683 461189 670930 656640 6480 7810 518920 135703 35119 348098 487773 271195 71183 145395 36735 26200 3872 6663 320611 185869 72735 62007 247981 18552 229429 268563 151235 50381 66947 220786 157919 62867 LAND/EASEMENT TRANSACTI 5150000 5150000 LAND MAINTENANCE 1936239 1920720 6664 8855 PROPERTY TAXES 345996 344814 1182 EVENTS/DONOR RECOG. 244257 125693 2200 116364 -385263 -495397 41838 68296 29012366 22097724 3147661 3766981 172427 115767 1439214 1289998 3546750 6717548 610595 840188 24020108 24761744 358604 311623 8931482 2172195 6901597 6759287 143353020 147599522 6832096 6330277 131536802 142240071 318771213 336966025 1584354 3115719 0 3000000 451889 8341506 4988800 4805179 7025043 19262404 X 298199847 300507034 13546323 17196587 311746170 317703621 318771213 336966025 -4258203 10215654 0 X X 0 1 X 1 1 1 X 21080133 24740757 14969389 18830028 20963923 100584230 21080133 24740757 14969389 18830028 20963923 100584230 9219619 91364611 4629178 4240347 4736409 5626723 4627190 23859847 124444077 0.73420 0.71880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39100 39100 28973265 29012365 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 49902 397322 31500 39100 517824 250000 250000 250000 250000 1000000 1500000 FORM 990, SCHEDULE C, PART II-A: POST FUNDED AND PROVIDED STAFF SUPPORT FOR A BALLOT MEASURE PROVIDING FOR CONSERVATION FUNDING IN SANTA CLARA COUNTY. X X X 44 14574.00 1 1 1700.00 191343 810297 77683 26142 861838 937943 -102092 25554 810297 768258 207183 37498 937943 767495 31201 30438 768258 758252 33030 23787 767495 0.63880 0.36120 0 0 2351899 2351899 5487900 1715502 3772398 1091683 456693 634990 6759287 OTHER RECEIVABLE 46689 ASSET OBLIGATION 1159529 LAND HELD FOR CONSERVATION 141033853 142240071 LIABILITY UNDER CRUT 2535720 ASSET RETIREMENT OBLIGATIONS 1798268 STEWARDSHIP LIABILITIES 471191 4805179 X 34713463 10215654 40510 10256164 24457299 296864 296864 24754163 28756012 40510 40510 28715502 296864 296864 29012366 PART II, LINE 5: POST MONITORS ALL OF ITS CONSERVATION EASEMENTS AT LEAST ANNUALLY IN ORDER TO 1) OBSERVE THE CONDITION OF THE PROPERTY IN ORDER TO DETERMINE WHETHER IT IS IN COMPLIANCE WITH EASEMENT TERMS; 2) CREATE A RECORD OF EASEMENT STEWARDSHIP AND PROPERTY CONDITION OVER TIME; AND 3) MAINTAIN A WORKING RELATIONSHIP WITH THE LANDOWNER. IT IS POST'S POLICY TO UPHOLD ITS CONSERVATION EASEMENTS AS WRITTEN AND TO IDENTIFY, INVESTIGATE, EVALUATE AND RESPOND TO ANY POTENTIAL VIOLATIONS AS QUICKLY AS POSSIBLE. IN THE CASE OF A MATERIAL VIOLATION, POST WILL REQUIRE CESSATION, REPAIR, AND/OR MITIGATION OF ANY DAMAGE TO PROTECTED CONSERVATION VALUES. POST IS PREPARED TO TAKE LEGAL ACTION TO DEFEND ITS RIGHTS AS EASEMENT HOLDER IF NECESSARY. POST HAS A CONSERVATION EASEMENT STEWARDSHIP FUND TO... PROVIDE RESOURCES FOR LEGAL DEFENSE AND MAINTAINS CONSERVATION DEFENSE INSURANCE THROUGH TERRAFIRMA RRG LLC. CONSERVATION EASEMENT DOCUMENTS CLEARLY DESCRIBE THE PROCESS FOR ENFORCING THE TERMS OF THE EASEMENT SHOULD ANY VIOLATION BE IDENTIFIED TO ENSURE THAT CORRECTIVE ACTIONS ARE TAKEN TO CURE THE VIOLATION. PART II, LINE 9: THE ORGANIZATION PERIODICALLY RECEIVES OR PURCHASES CONSERVATION EASEMENTS WHICH LIMIT THE ALLOWABLE USES OF THE RELATED PROPERTY TO OPEN SPACE USES CONSISTENT WITH THE ORGANIZATION'S MISSION. CONTRIBUTED CONSERVATION EASEMENTS RECEIVED ARE RECORDED AS LAND CONTRIBUTIONS BASED ON THE ESTIMATED VALUE GIVEN UP BY THE LAND OWNER BY RESTRICTING THE USE OF THE PROPERTY WITH AN EASEMENT. CONSERVATION EASEMENTS PURCHASED BEAR NO FUTURE BENEFIT TO THE ORGANIZATION AND ARE THEREFORE INCLUDED AS PART OF LAND AND EASEMENT TRANSACTIONS EXPENSE IN THE YEAR THEY ARE ACQUIRED. IN CONNECTION WITH THE TRANSFER OR SALE OF LAND, THE ORGANIZATION MAY RETAIN A CONSERVATION EASEMENT ON THE LAND. BECAUSE THESE EASEMENTS BEAR NO POSSIBLE FUTURE FINANCIAL BENEFIT TO THE ORGANIZATION, THEY ARE NOT RECORDED ON THE ORGANIZATION'S STATEMENT OF FINANCIAL POSITION. SOMETIMES, THE ORGANIZATION MAY TRANSFER A CONSERVATION EASEMENT TO A NONPROFIT OR PUBLIC AGENCY PARTNER WHILE RETAINING OWNERSHIP OF THE PROPERTY. PART V, LINE 4: LANE STEWARDSHIP ENDOWMENT: THESE FUNDS MAY BE USED FOR EXPENSES TO MAINTAIN TRAILS, REMOVE INVASIVE AND EXOTIC SPECIES, UNDERTAKE EROSION PREVENTION AND REPAIR, AND RESTORE PLANT AND ANIMAL HABITATS. WILBUR'S WATCH ENDOWMENT: THIS GRANT IS RESTRICTED TO ACTIVITIES RELATED TO THE MAINTENANCE OF THE TRAIL AT WILBUR'S WATCH ON POST'S CLOVERDALE PROPERTY. ANNUAL STEWARDSHIP INCLUDES MOWING, REMOVAL AND MONITORING OF PAMPAS GRASS, REPAIR OR REPLACEMENT OF ITEMS SUCH AS THE BENCH, TELESCOPE AND SIGNAGE, AS WELL AS REPAIR OF THE TRAIL. PART X, LINE 2: THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS AND WILL RECOGNIZE A LOSS CONTINGENCY WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. AS OF JUNE 30, 2023 MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. X X X X X X 1 FRESH EYES DIGITAL 2821 N SPAULDING AVE CHICAGO IL 60618 PROFESSIONAL FUNDRAISING 0 1178027 136600 1041427 VERITUS GROUP LLC PO BOX 18294 ASHVILLE NC 28814 PROFESSIONAL FUNDRAISING 0 861095 24565 836530 NEXT GENERATION FUNDRAISING INC 1235 WESTLAKES DR STE 130 BERWYN PA 19312 PROFESSIONAL FUNDRAISING 0 84597 323542 -238945 2123719 484707 1639012 AK CA CO CT DC FL HI IL KS MA MD ME MI MN NC NJ NY OR PA SC TN UT VI WA WI SCHEDULE G, PART I, LINE 2B, COLUMN (V) POST USES THE SERVICES OF "NEXT GENERATION FUNDRAISING, INC.", "VERITUS GROUP LLC", AND "FRESH EYES DIGITAL" FOR STRATEGIC CONSULTING ON CAMPAIGNS. THE WORK PERFORMED MAY INCLUDE PLANNING AND EVALUATION OF CAMPAIGNS, AUDIENCE RECOMMENDATIONS, CONTENT AND DESIGN DEVELOPMENT, AND CAMPAIGN COORDINATION AND EXECUTION 1 CLIMATE RESILIENT COMMUNITIES 3921 EAST BAYSHORE ROAD SUITE 208 PALO ALTO CA 94303 881697378 501C3 7500 0 SUPPORT CLIMATE RESILIENT COMMUNITIES MULTIPLIER 548 MARKET STREET SAN FRANCISCO CA 94104 912166435 501C3 7500 0 SUPPORT TO DEVELOP SUSTAINABLE FARMS TOGETHER BAY AREA 2150 ALLSTON WAY SUITE 320 BERKELEY CA 94704 461573954 501C3 7500 0 CONFERENCE SPONSORSHIP SAVED BY NATURE 2772 JOSEPH AVENUE 4 CAMPBELL CA 95008 832405377 501C3 10000 0 GENERAL OPERATIONS THE REGENTS OF THE UNIVERSITY OF CALIFORNIA 1156 HIGH STREET SANTA CRUZ CA 95064 941539563 C-CORPORATION 33000 0 SPONSORSHIP OF COYOTE VALLEY CREDITS PROGRAM AND CCPBA SAN MATEO RESOURCE CONSERVATION DISTRICT 80 STONE PINE SUITE 100 HALF MOON BAY CA 94019 941553749 501C3 48500 0 SUPPORT FOR SANTA CRUZ MOUNTAIN STEWARDSHIP NETWORK AMAH MUTSUN LAND TRUST 419 S SAN ANTONIO ROAD SUITE 211 LOS ALTOS CA 94022 320447436 501C3 50000 0 SUPPORT FOR GENERAL OPERATIONS CALIFORNIA COUNCIL OF LAND TRUSTS 1029 J STREET SUITE 120 SACRAMENTO CA 95814 010826246 501C3 50000 0 SUPPORT FOR CA ONWARD PROGRAM LA HONDA-PESCADERO UNIFIED SCHOOL DISTRICT PO BOX 189 PESCADERO CA 94060 GOVERNMENT 71116 0 ANNUAL PAYMENT IN LIEU OF TAXES TO LHPUSD SANTA CLARA VALLEY HABITAT AGENCY 535 ALKIRE AVENUE SUITE 100 MORGAN HILL CA 95037 GOVERNMENT 400000 0 SUPPORT FOR THE ACQUISITION OF THE GSCHWEND PROPERTY MIDPENINSULA REGIONAL OPEN SPACE DISTRICT 5050 EL CAMINO REAL LOS ALTOS CA 94022 GOVERNMENT 1544000 0 SOUTH COWELL VALUE OF TRANSFERRED LAND SEMPERVIRENS FUND PO BOX 1417 LOS ALTOS CA 94023 942155097 501C3 2000000 0 SUPPORT FOR THE ACQUISITION OF THE JONES GULCH PROPERTY 14 1 PART I, LINE 2: POST MONITORS THE USE OF GRANTS AND OTHER ASSISTANCE THROUGH CLOSE COORDINATION WITH THE GRANTEE TO ENSURE FUNDS ARE UTILIZED FOR THE INTENDED PURPOSE AS AGREED UPON BETWEEN THE ORGANIZATIONS. IN SOME CASES, A GRANT AGREEMENT IS SIGNED BY BOTH PARTIES IN WHICH WE MAY REQUIRE THE GRANTEE TO SUBMIT UPDATES ON THE USE OF FUNDS BY SPECIFIC DATES. IF A THIRD PARTY IS INVOLVED AS THE GRANTOR, AND POST SERVES AS THE PASS-THROUGH ENTITY, WE WILL MANAGE AND BE HELD RESPONSIBLE FOR THE REPORTING REQUIREMENTS SET BY THE GRANTOR. X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 WALTER T MOORE PRESIDENT 347615 0 7128 0 12964 0 26784 0 46509 0 441000 0 0 0 MARK STEVENS TREASURER & CFO/COO 276264 0 5573 0 713 0 23253 0 35155 0 340958 0 0 0 MARTHA TEDESCO CHIEF MARKETING OFFICER 232367 0 4866 0 713 0 20164 0 47099 0 305209 0 0 0 GORDON CLARK VP OF DEVELOPMENT 226491 0 0 0 9918 0 18855 0 26923 0 282187 0 0 0 DIANE CORDOVA CHIEF TALENT OFFICER 193162 0 4024 0 21213 0 16967 0 40210 0 275576 0 0 0 NOELLE CHAMBERS VP OF CONSERVATION 229254 0 0 0 162 0 18387 0 9675 0 257478 0 0 0 JUSTIN ELIOT DIRECTOR OF FINANCE 194600 0 3816 0 162 0 15766 0 0 0 214344 0 0 0 PATRICK MARSHALL GENERAL COUNSEL 181188 0 0 0 1372 0 13859 0 17520 0 213939 0 0 0 JEANINE CRIDER DIRECTOR OF PLANNED GIVING 163571 0 3425 0 108 0 12768 0 20116 0 199988 0 0 0 OLIVIA WHITE LOPEZ DIRECTOR OF DIVERSITY EQUITY AND INC 165217 0 0 0 97 0 4599 0 7998 0 177911 0 0 0 PART I, LINE 1A POST HAS A WELLNESS REIMBURSEMENT PROGRAM WHICH PROVIDES REIMBURSEMENT OF GYM MEMBERSHIPS. THESE REIMBURSEMENTS ARE TREATED AS TAXABLE INCOME. X 49 654190 AVG HI/LOW GIFT DATE 0 1 1 PART I, LINE 32B: POST DIRECTS OUR INVESTMENT ADVISORS, SAND HILL GLOBAL ADVISORS, TO SELL ALL NONCASH CONTRIBUTIONS OF STOCKS OR SECURITIES UPON RECEIPT. ALL MARKETABLE SECURITIES WILL BE SOLD UPON RECEIPT UNLESS OTHERWISE DIRECTED BY POST'S FINANCIAL ADVISORS OR THE INVESTMENT COMMITTEE OF POST'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B EACH YEAR, PRIOR TO SUBMISSION, THE AUDIT COMMITTEE SHALL ENSURE THAT POST'S FORM 990 IS REVIEWED BY A MEMBER OF THE COMMITTEE OR A DESIGNEE OF THE COMMITTEE WITH APPROPRIATE QUALIFICATIONS. IN ADDITION, THE DRAFT SUBMISSION WILL BE MADE AVAILABLE TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C WHEN JOINING THE ORGANIZATION, AND ON AN ANNUAL BASIS, BOARD MEMBERS, MEMBERS OF THE INVESTMENT AND AUDIT COMMITTEES, AND ALL STAFF FILL OUT A CONFLICT OF INTEREST STATEMENT. IF A CHANGE IN A PERSON'S MATERIAL INTEREST IN A MATTER THAT COULD AFFECT POST OCCURS, THAT PERSON MUST AMEND THE CONFLICT OF INTEREST STATEMENT. ALL DISCLOSURE STATEMENTS SHALL BE REVIEWED BY THE CHAIR OF THE BOARD GOVERNANCE COMMITTEE AND PRESIDENT. FORM 990, PART VI, SECTION B, LINE 15 THE BUDGET & COMPENSATION COMMITTEE SETS THE SALARY OF THE PRESIDENT AND REVIEWS AND APPROVE THE SALARIES OF THE EXECUTIVE TEAM MEMBERS. THE BUDGET & COMP COMMITTEE ALSO REVIEWS AND ESTABLISHES THE COMPENSATION PHILOSOPHY, COMPETITIVE POSITIONING, AND SALARY STRUCTURE FOR THE REST OF THE STAFF AND APPROVES ALL CHANGES TO BENEFITS POLICIES. THE BUDGET AND BUDGET & COMPENSATION COMMITTEE IS CHARGED WITH RECOMMENDING TO THE BOARD OF DIRECTORS A COMPENSATION PACKAGE, INCLUDING BASE SALARY, BENEFITS, AND RETIREMENT CONTRIBUTIONS, FOR THE PRESIDENT AND CFO. WHEN CONSIDERING THE COMPENSATION PACKAGE, THE COMMITTEE REVIEWS COMPENSATION OF EXECUTIVES OF COMPARABLE NON-PROFIT ORGANIZATIONS LOCALLY AND THROUGHOUT THE UNITED STATES AS WELL AS MARKET DATA FROM OUR COMPENSATION CONSULTANTS AND VARIOUS COMPENSATION SURVEYS. THE BOARD OF DIRECTORS APPROVES THE RECOMMENDED COMPENSATION PACKAGE ON AN ANNUAL BASIS BEFORE THE START OF THE FISCAL YEAR OR BEFORE THE EFFECTIVE DATE OF ANY CHANGE IN COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE MADE AVAILABLE VIA THE ORGANIZATION'S WEBSITE EACH YEAR. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 3,135,324. MANAGEMENT AND GENERAL EXPENSES 93,683. FUNDRAISING EXPENSES 461,189. TOTAL EXPENSES 3,690,196. PART XII, LINE 2C THE ORGANIZATION MAINTAINS AN AUDIT COMMITTEE WHOSE DUTIES AND RESPONSIBILITIES INCLUDE RECOMMENDING TO THE BOARD OF DIRECTORS THE RETENTION AND TERMINATION OF AN INDEPENDENT AUDITOR AND DETERMINING WHETHER TO ACCEPT THE AUDITOR'S ANNUAL AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS. NO CHANGE TO THE PROCESS OCCURRED FOR THE FYE 6/30/2023. LAKE LUCERNE MUTUAL WATER COMPANY 222 HIGH STREET PALO ALTO CA 94301 942689518 DEVELOP, DISTRIBUTE, SUPPLY, AND DELIVER WATER FOR IRRIGATION USE ONLY CA 501(C)(12) 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAKE LUCERNE MUTUAL WATER COMPANY D 46689 FMV