THE LAND TRUST FOR SANTA BARBARA COUNTY: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: THE LAND TRUST FOR SANTA BARBARA COUNTY (EIN 95-3797404)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-02-11
IRS object ID: 201430429349300923
Schema version: 2012v2.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule L
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-02-11T15:03:31-06:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	953680171	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MCGOWAN GUNTERMANN	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	111 E VICTORIA ST 2ND FLOOR	AddressLine1
City	SANTA BARBARA	City
State	CA	State
ZIP Code	931012018	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	953797404	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE LAND TRUST FOR SANTA BARBARA COUNTY	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	THEL	NameControl
Phone	8059664520	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 91830	AddressLine1
City	SANTA BARBARA	City
State	CA	State
ZIP Code	931901830	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	WARREN MILLER	Name
Title	BOARD PRESIDENT	Title
Phone	8059664520	Phone
Date Signed	2014-01-27	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
PTIN	P00025230	PTIN
Phone	8059629175	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	WARREN MILLER	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	1300 SANTA BARBARA STREET SUITE B	AddressLine1
City	SANTA BARBARA	City
State	CA	State
ZIP Code	93101	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	1259921	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.SBLANDTRUST.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1982	YearFormation
State Legal Domicile	CA	StateLegalDomicile
Activity Or Mission Description	TO PRESERVE, RESTORE AND ENHANCE OPEN SPACE, NATURAL RESOURCES AND AGRICULTURAL LANDS.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	14	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	13	NbrIndependentVotingMembers
Total Nbr Employees	10	TotalNbrEmployees
Total Nbr Volunteers	120	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	3887707	ContributionsGrantsPriorYear
Contributions Grants Current Year	791482	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	0	ProgramServiceRevenuePriorYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	242373	InvestmentIncomePriorYear
Investment Income Current Year	182230	InvestmentIncomeCurrentYear
Other Revenue Prior Year	23722	OtherRevenuePriorYear
Other Revenue Current Year	17506	OtherRevenueCurrentYear
Total Revenue Prior Year	4153802	TotalRevenuePriorYear
Total Revenue Current Year	991218	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	344691	SalariesEtcPriorYear
Salaries Etc Current Year	371850	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	233916	TotalFundrsngExpCurrentYear
Other Expense Prior Year	9755256	OtherExpensePriorYear
Other Expenses Current Year	939429	OtherExpensesCurrentYear
Total Expenses Prior Year	10099947	TotalExpensesPriorYear
Total Expenses Current Year	1311279	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-5946145	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-320061	RevenuesLessExpensesCY
Total Assets BOY	5850667	TotalAssetsBOY
Total Assets EOY	5886311	TotalAssetsEOY
Total Liabilities BOY	78942	TotalLiabilitiesBOY
Total Liabilities EOY	241864	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	5771725	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	5644447	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	THE LAND TRUST FOR SANTA BARBARA COUNTY PROTECTS NATURAL RESOURCES, AGRICULTURAL LAND AND OPEN SPACES FOR THE BENEFIT OF PRESENT AND FUTURE GENERATIONS.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	27375	Expense
Description	ACQUISITION OF CONSERVATION LAND AND EASEMENT INTERESTS. DEVELOPED CONSERVATION PLANS IN COLLABORATION WITH OWNERS OF TWO LARGE RANCH OWNERS AND ONE COASTAL BLUFF PROPERTY OWNER ON THE GAVIOTA COAST. WORKED ON A NEW CONSERVATION BANK DESIGNED TO PROTECT ENDANGERED SPECIES IN THE PURISIMA HILLS NEAR LOMPOC, AND ON A PROPOSED CONSERVATION EASEMENT TO PRESERVE HABITAT FOR THE CALIFORNIA TIGER SALAMANDER NEAR LOS ALAMOS. GENERAL OUTREACH AND RESPONSE TO SEVERAL LANDOWNER INQUIRIES.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	208852	Expense
Description	PROPERTY MANAGEMENT, NATURAL RESOURCE PROTECTION, PUBLIC EDUCATIONAL AND RECREATIONAL ACCESS PROGRAMS ON FOUR NATURE PRESERVES OWNED AND ON OTHER LAND UNDER EASEMENT. ANNUAL MONITORING AND COMPLIANCE ACTIVITIES ON ALL FEE AND CONSERVATION EASEMENT PROPERTIES.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	759063	Expense
Description	PROPERTY IMPROVEMENTS, INCLUDING ON-GOING WETLAND RESTORATION AT THE GOLETA SLOUGH; AND THE PLANNING, PERMITTING AND CONSTRUCTION OF THE FRANKLIN TRAIL IN CARPINTERIA.	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Description	PLANNING, FUNDING AND IMPLEMENTATION OF PROJECTS TO RESTORE WETLAND AND RIPARIAN WILDLIFE HABITAT, PROVIDE PUBLIC INTERPRETIVE ACCESS, AND SCIENTIFIC MONITORING OF SUCCESS.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	995290	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	1	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	1	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	1	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	0	ReportOtherLiabilities
Report Fin48 Footnote	1	ReportFin48Footnote
Independent Audit Financial Stmt	1	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	0	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	1	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	0	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	1	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	1	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	0	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	17	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	10	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	0	UnrelatedBusinessIncome
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	14	NbrVotingGoverningBodyMembers
Number Independent Voting Members	13	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	0	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
States Where Copy Of Return Is Filed	CA	StatesWhereCopyOfReturnIsFiled
Own Website	X	OwnWebsite

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	MICHAEL FEENEY	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	8059664520	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1300 SANTA BARBARA STREET SUITE B	AddressLine1
City	SANTA BARBARA	City
State	CA	State
ZIP Code	93101	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (15 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
WARREN MILLER
PRESIDENT	3.00	X	X	0	0	0
SHERI OVERALL
VICE PRESIDENT	3.00	X	X	0	0	0
KENNETH MARSHALL
VICE PRESIDENT	3.00	X	X	0	0	0
ERIK GREGERSEN
TREASURER	3.00	X	X	0	0	0
MAURIE MCGUIRE
TRUSTEE	3.00	X		0	0	0
TERRY EAGLE
TRUSTEE	2.00	X		0	0	0
TOM CAREY
TRUSTEE	2.00	X		0	0	0
RICH NAGLER
SECRETARY	2.00	X	X	0	0	0
JAMES PHILLIPPI
TRUSTEE	4.00	X		0	0	0
BRAD LUNDGREN
TRUSTEE	4.00	X		0	0	0
GREG PARKER
TRUSTEE	3.00	X		0	0	0
SUSAN M BASHAM
TRUSTEE	4.00	X		0	0	0
CARLA M D'ANTONIO
TRUSTEE	2.00	X		0	0	0
PAUL MCENROE
TRUSTEE	2.00	X		0	0	0
MICHAEL FEENEY
EXECUTIVE DIRECTOR	40.00		X	94880	0	8718

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	94880	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	8718	TotalOtherCompensation
Number Individuals GT100 K	0	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	0	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	PETER LAPIDUS CONSTRUCTION INC	BusinessNameLine1

Address Of Contractor AddressOfContractor

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1975 CRAVENS LANE	AddressLine1
City	CARPINTERIA	City
State	CA	State
ZIP Code	93013	ZIPCode

Field	Value	IRS element (for citing)
Description Of Services	GENERAL CONTRACTOR	DescriptionOfServices
Compensation	160996	Compensation

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	1	NumberOfContractorsGT100K
Government Grants	235975	GovernmentGrants
All Other Contributions	555507	AllOtherContributions
Noncash Contributions	22668	NoncashContributions
Total Contributions	791482	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	127528	TotalRevenueColumn
Exclusion	$127,528	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	315226	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	260524	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	54702	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	54702	TotalRevenueColumn
Exclusion	$54,702	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	23854	GrossIncomeFundraisingEvents
Fundraising Direct Expenses	6969	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	16885	TotalRevenueColumn
Exclusion	$16,885	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	1831	GrossSalesOfInventory
Cost Of Goods Sold	1210	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	621	TotalRevenueColumn
Related Or Exempt Function Income	621	RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	991218	TotalRevenueColumn
Related Or Exempt Function Income	621	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$199,115	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	107220	Total
Program Services	58564	ProgramServices
Management And General	39607	ManagementAndGeneral
Fundraising	9049	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	218259	Total
Program Services	74202	ProgramServices
Management And General	16335	ManagementAndGeneral
Fundraising	127722	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	20618	Total
Program Services	7108	ProgramServices
Management And General	1684	ManagementAndGeneral
Fundraising	11826	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	25753	Total
Program Services	10408	ProgramServices
Management And General	4288	ManagementAndGeneral
Fundraising	11057	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	11418	Total
Program Services	11085	ProgramServices
Management And General	291	ManagementAndGeneral
Fundraising	42	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	15803	Total
Program Services	5711	ProgramServices
Management And General	2594	ManagementAndGeneral
Fundraising	7498	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	7106	Total
Program Services	2826	ProgramServices
Management And General	1046	ManagementAndGeneral
Fundraising	3234	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	23923	Total
Program Services	11012	ProgramServices
Management And General	3302	ManagementAndGeneral
Fundraising	9609	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	7364	Total
Program Services	3345	ProgramServices
Management And General	1022	ManagementAndGeneral
Fundraising	2997	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	3113	Total
Program Services	2094	ProgramServices
Management And General	267	ManagementAndGeneral
Fundraising	752	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	13430	Total
Program Services	6008	ProgramServices
Management And General	1950	ManagementAndGeneral
Fundraising	5472	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
IMPROVEMENTS & MAINTENA	526875	525898	214	763
PROFESSIONAL SERVICES	244114	238701	1000	4413
PRINTING & MAILING	33803	4855	1171	27777
BANKING AND INVESTMENT	20635	15017	4899	719

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	31845	Total
Program Services	18456	ProgramServices
Management And General	2403	ManagementAndGeneral
Fundraising	10986	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	1311279	Total
Program Services	995290	ProgramServices
Management And General	82073	ManagementAndGeneral
Fundraising	233916	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	850	BOY
EOY	850	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	974703	BOY
EOY	1285527	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	796384	BOY
EOY	398828	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	518	BOY
EOY	967	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	11709	BOY
EOY	9828	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	47281	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	41185	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	8338	BOY
EOY	6096	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	1822345	BOY
EOY	1649605	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	2235820	BOY
EOY	2534610	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	5850667	BOY
EOY	5886311	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	50310	BOY
EOY	172480	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	28632	BOY
EOY	69384	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	78942	BOY
EOY	241864	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1149884	BOY
EOY	1239798	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	3420826	BOY
EOY	3203634	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1201015	BOY
EOY	1201015	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	5771725	BOY
EOY	5644447	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	5850667	BOY
EOY	5886311	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	-320061	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	192783	ReconciliationUnrealizedInvest
Reconcilation Other Changes	0	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	1	AuditCommittee
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	6722101	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	2683678	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	9990143	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	3887707	CurrentTaxYearMinus1Year
Current Tax Year	800845	CurrentTaxYear
Total	24084474	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	18695	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	19200	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	20830	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	21742	CurrentTaxYearMinus1Year
Current Tax Year	23854	CurrentTaxYear
Total	104321	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	6740796	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	2702878	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	10010973	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	3909449	CurrentTaxYearMinus1Year
Current Tax Year	824699	CurrentTaxYear
Total	24188795	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Amts From Subst Contributors AmtsFromSubstContributors

Field	Value	IRS element (for citing)
Total	0	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Total	0	Total

Field	Value	IRS element (for citing)
Public Support Total509	24188795	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	174720	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	133429	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	108442	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	124407	CurrentTaxYearMinus1Year
Current Tax Year	127528	CurrentTaxYear
Total	668526	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	174720	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	133429	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	108442	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	124407	CurrentTaxYearMinus1Year
Current Tax Year	127528	CurrentTaxYear
Total	668526	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	6915516	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	2836307	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	10119415	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	4033856	CurrentTaxYearMinus1Year
Current Tax Year	952227	CurrentTaxYear
Total	24857321	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.97310	PublicSupportPercentage509
Prior Year Support Percentage	0.97570	PriorYearSupportPercentage
Investment Income Percentage	0.02690	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.02430	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Preservation For Public Use	X	PreservationForPublicUse
Protection Of Natural Habitat	X	ProtectionOfNaturalHabitat
Preservation Of Open Space	X	PreservationOfOpenSpace
Total Number Of Easements	31	TotalNumberOfEasements
Total Acreage	15535.00	TotalAcreage
Nmbr Hist Struct Easements	0	NmbrHistStructEasements
Nmbr Hist Struct Easements After	7	NmbrHistStructEasementsAfter
Nmbr Easements Modified	0	NmbrEasementsModified
Nmbr States In Which Easements Held	1	NmbrStatesInWhichEasementsHeld
Written Policy Monitoring	1	WrittenPolicyMonitoring
Staff Hours Spent On Enforcement	600.00	StaffHoursSpentOnEnforcement
Expenses Incurred For Enforcement	67798	ExpensesIncurredForEnforcement
Sect170h Requirements Satisfied	0	Sect170hRequirementsSatisfied

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	2398511	BeginningOfYearBalance
Contributions	148750	Contributions
Investment Earnings Or Losses	375013	InvestmentEarningsOrLosses
Other Expenditures	336129	OtherExpenditures
End Of Year Balance	2586145	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	2521808	BeginningOfYearBalance
Contributions	42475	Contributions
Investment Earnings Or Losses	19945	InvestmentEarningsOrLosses
Other Expenditures	185717	OtherExpenditures
End Of Year Balance	2398511	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	2173481	BeginningOfYearBalance
Contributions	125915	Contributions
Investment Earnings Or Losses	282612	InvestmentEarningsOrLosses
Other Expenditures	60200	OtherExpenditures
End Of Year Balance	2521808	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	2023456	BeginningOfYearBalance
Contributions	71528	Contributions
Investment Earnings Or Losses	169704	InvestmentEarningsOrLosses
Other Expenditures	91207	OtherExpenditures
End Of Year Balance	2173481	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	2407291	BeginningOfYearBalance
Contributions	17598	Contributions
Investment Earnings Or Losses	-384358	InvestmentEarningsOrLosses
Other Expenditures	17075	OtherExpenditures
End Of Year Balance	2023456	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.45350	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.46440	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.08210	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	0	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	0	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	35	OtherCostOrOtherBasis
Book Value	35	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	12735	OtherCostOrOtherBasis
Depreciation	9050	Depreciation
Book Value	3685	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	34511	OtherCostOrOtherBasis
Depreciation	32135	Depreciation
Book Value	2376	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	6096	TotalOfBookValueLandBuildings

Other Securities OtherSecurities

Field	Value	IRS element (for citing)
Description	EQUITY INCOME FUNDS	Description
Book Value	2534610	BookValue
Method Of Valuation	F	MethodOfValuation

Field	Value	IRS element (for citing)
Total Of Book Value Securities	2534610	TotalOfBookValueSecurities
Footnote In Part XIII	X	FootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt	1229514	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	192783	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	45513	DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F990	238296	RevenueNotRptdF990
Revenue Subtotal	991218	RevenueSubtotal
Revenue Not Rptd On Fin Stmt	0	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	991218	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	1356792	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	45513	DonatedServicesUseOfFacilities
Expenses Not Rptd F990	45513	ExpensesNotRptdF990
Expenses Subtotal	1311279	ExpensesSubtotal
Expenses Not Rptd On Fin Stmt	0	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	1311279	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS:	PART II, LINE 9:	PURCHASED LAND IS RECORDED AT COST. DONATED LAND IS RECORDED AT APPRAISED FAIR MARKET VALUE. DURING THE ACQUISITION PROCESS, FUNDS RECEIVED FOR PURCHASE ARE RECORDED AS REVENUE AND ACQUISITION EXPENDITURES ARE RECORDED AS EXPENSES. PRESERVATION LAND AND CONSERVATION EASEMENTS ARE TREATED AS OBLIGATIONS AND ARE RECORDED AT $1 EACH IN PERMANENTLY RESTRICTED NET ASSETS.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:	PART X, LINE 2:	THE LAND TRUST EVALUATES UNCERTAIN TAX PROVISIONS, WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND REASONABLY ESTIMABLE. AS OF JUNE 30, 2013, THE LAND TRUST HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THE LAND TRUST FILES TAX RETURNS IN CALIFORNIA AND U.S. FEDERAL JURISDICTIONS. THE LAND TRUST IS NO LONGER SUJECT TO U.S. FEDERAL AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS ENDING BEFORE JUNE 30, 2010 AND 2009 RESPECTIVELY.

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	NONE	NameOfEvent1

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

Field	Value	IRS element (for citing)
Name Person	SUSAN BASHAM	NamePerson

Field	Value	IRS element (for citing)
Relationship	TRUSTEE	Relationship
Amount Of Transaction	12229	AmountOfTransaction
Description Of Transaction	THE TRUSTEE IS AN ATTORNEY AND "OF COUNSEL" AT PRICE, POSTEL & PARMA, A LEGAL FIRM WHO WAS PAID BY THE ORGANIZATION FOR LEGAL SERVICES. THESE PAYMENTS WERE IN COMPLIANCE WITH THE ORGANIZATION'S POLICY ON CONFLICT OF INTERESTS.	DescriptionOfTransaction
Sharing Of Revenues	0	SharingOfRevenues

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

Return ReferenceReturnReference	ExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11	MANAGEMENT DOES A DETAILED REVIEW OF THE FORM 990 PRIOR TO FORWARDING IT TO THE AUDIT COMMITTEE FOR THEIR REVIEW. THE BOARD OF TRUSTEES RECEIVES THE FORM 990 PRIOR TO FILING THE RETURN WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C	THE ADOPTED CONFLICT OF INTEREST POLICY REQUIRES ANNUAL WRITTEN DISCLOSURE BY EVERY TRUSTEE AND EMPLOYEE, AND BY THOSE ADVISORY COUNCIL MEMEBERS WHO SERVE ON A DECISION-MAKING COMMITTEE. A DISCLOSURE FORM IS SENT TO EACH PERSON, AND RETURNED BY MAIL TO THE PRESIDENT OF THE BOARD OF TRUSTEES. THE PRESIDENT REVIEWS EACH DISCLOSURE FORM, COMPILES A SUMMARY OF THE REPSONSES AND IS RESPONSIBLE FOR INFORMING EACH COMMITTEE CHAIR, AND THE FULL BOARD WHEN APPROPRIATE, OF ANY POTENTIAL CONFLICTS OF INTEREST. RESOLUTION OF ANY IDENTIFIED CONFLICT IS DOCUMENTED IN THE BOARD/COMMITTEE MINUTES, A FORMAL RESOLUTION OR OTHER CORRESPONDENCE AS APPROPRIATE TO THE NATURE OF THE CONFLICT. DURING THE COURSE OF THE YEAR WHEN A NEW PROJECT OR FINANCIAL MATTER IS PRESENTED TO THE BOARD OR A COMMITTEE, MEMBERS ARE ASKED AT THAT TIME WHETHER THEY HAVE ANY CONFLICT OF INTEREST AND APPROPRIATE ACTION IS TAKEN TO MITIGATE OR AVOID PARTICIPATION IN COMPLIANCE WITH THE POLICY.
FORM 990, PART VI, SECTION B, LINE 15	THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND ESTABLISHES THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR RECOMMENDS THE COMPENSATION OF OTHER STAFF MEMBERS, AND SUBMITS A SALARY, WAGE AND BENEFIT PROPOSAL TO THE EXECUTIVE COMMITTEE FOR APPROVAL. THE SALARY SCHEDULE IS AVAILABLE TO EACH MEMBER OF THE BOARD OF TRUSTEES UPON REQUEST. IN ESTABLISHING COMPENSATION, COMPARATIVE DATA FROM THE NATIONAL LAND TRUST ALLIANCE COMPENSATION SURVEY AND THE SOUTHERN CALIFORNIA COMPENSATION AND BENEFITS SURVEY COMPILED BY THE CENTER FOR NONPROFIT MANAGEMENT WAS CONSIDERED BY THE EXECUTIVE COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19	THE FOLLOWING DOCUMENTS ARE AVAILABLE BY DOWNLOAD FROM THE ORGANIZATION'S WEB SITE: FORM 990; ANNUAL FINANCIAL STATEMENTS; CODE OF ETHICS; DONOR'S BILL OF RIGHTS; POLICY ON CONFLICT OF INTEREST, BOARD COMPENSATION AND INSIDER TRANSACTIONS; WHISTLEBLOWER POLICY; POLICY ON THE RECEIPT, OWNERSHIP, SALE AND TRANSFER OF MARKETABLE SECURITIES; LAND AND CONSERVATION EASEMENT PROJECT SELECTION CRITERIA AND CHECKLISTS. THE ORGANIZATION HAS ADOPTED THE NATIONAL STANDARDS AND PRACTICES OF THE LAND TRUST ALLIANCE (LTA), AND A LINK IS PROVIDED TO THE LTA WEBSITE WHERE THE STANDARDS AND PRACTICES CAN BE FOUND. FINANCIAL STATEMENTS, FORM 990, FORM 1023 AND ADOPTED POLICIES OF THE ORGANIZATION ARE PROVIDED TO ANY MEMBER OF THE PUBLIC UPON REQUEST.