TRUST FOR PUBLIC LAND: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
TRUST FOR PUBLIC LAND (EIN 23-7222333)
Tax period
2012-04-01 to 2013-03-31
Filed
2013-11-01
IRS object ID
201323059349300237
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-11-01T13:08:56-05:00Timestamp
Tax Period End Date2013-03-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN941254756EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1HOOD & STRONG LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1100 FIRST STREET 14TH FLOORAddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94105ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-04-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN237222333EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE TRUST FOR PUBLIC LANDBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlTRUSNameControl
Phone4154954014Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 MONTGOMERY STREET NO 900AddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94104ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCYNTHIA SCHERERName
TitleCFO & TREASURERTitle
Phone4154954014Phone
Date Signed2013-10-31DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameROBERT A DOCILIName
PTINP00303463PTIN
Phone4157810793Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonWILLIAM B ROGERSNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1101 MONTGOMERY STREET NO 900AddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94104ZIPCode
FieldValueIRS element (for citing)
Gross Receipts194929426GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Group Exemption Number2659GroupExemptionNumber
Organization501c3XOrganization501c3
Web SiteWWW.TPL.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1972YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionTHE TRUST FOR PUBLIC LAND AND AFFILIATES (THE TRUST) ARE CHARITABLE, NOT-FOR-PROFIT CORPORATIONS WHICH WERE CREATED TO SERVE THE PUBLIC'S NEED FOR OPEN SPACE PRESERVATION IN METROPOLITAN, RURAL AND NATURAL AREAS. THE TRUST'S PRINCIPAL OBJECTIVE IS TO FACILITATE THE TRANSFER OF PRIVATELY HELD LAND INTO PROTECTIVE PUBLIC AND NOT-FOR-PROFIT OWNERSHIP.ActivityOrMissionDescription
Nbr Voting Members Governing Body16NbrVotingMembersGoverningBody
Nbr Independent Voting Members15NbrIndependentVotingMembers
Total Nbr Employees382TotalNbrEmployees
Total Nbr Volunteers296TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year96398195ContributionsGrantsPriorYear
Contributions Grants Current Year101906077ContributionsGrantsCurrentYear
Program Service Revenue Prior Year16666679ProgramServiceRevenuePriorYear
Program Service Revenue CY25579169ProgramServiceRevenueCY
Investment Income Prior Year958790InvestmentIncomePriorYear
Investment Income Current Year3431720InvestmentIncomeCurrentYear
Other Revenue Prior Year-9566OtherRevenuePriorYear
Other Revenue Current Year-236426OtherRevenueCurrentYear
Total Revenue Prior Year114014098TotalRevenuePriorYear
Total Revenue Current Year130680540TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year63976396GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY53078546GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year30781204SalariesEtcPriorYear
Salaries Etc Current Year33507773SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year560862TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY669199TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year9826947TotalFundrsngExpCurrentYear
Other Expense Prior Year24218360OtherExpensePriorYear
Other Expenses Current Year32336716OtherExpensesCurrentYear
Total Expenses Prior Year119536822TotalExpensesPriorYear
Total Expenses Current Year119592234TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-5522724RevenuesLessExpensesPriorYear
Revenues Less Expenses CY11088306RevenuesLessExpensesCY
Total Assets BOY285577366TotalAssetsBOY
Total Assets EOY304029677TotalAssetsEOY
Total Liabilities BOY104194973TotalLiabilitiesBOY
Total Liabilities EOY111226815TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY181382393NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY192802862NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE TRUST FOR PUBLIC LAND CONSERVES LAND FOR PEOPLE TO ENJOY AS PARKS, GARDENS, AND OTHER NATURAL PLACES, ENSURING LIVABLE COMMUNITIES FOR GENERATIONS TO COME.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense68934013Expense
Grants52465648Grants
Revenue14354569Revenue
DescriptionCONSERVATION TRANSACTIONS:THE TRUST FOR PUBLIC LAND CONSERVES LAND FOR PEOPLE TO ENJOY AS PARKS, GARDENS, TRAILS, FARMS, PLAYGROUNDS, AND NATURAL AREAS. IN THE FISCAL YEAR ENDING MARCH 31, 2013, WE HELPED STRUCTURE, NEGOTIATE, AND COMPLETE 114 CONSERVATION TRANSACTIONS, PROTECTING 121,182 ACRES IN COMMUNITIES ACROSS THE COUNTRY - INCLUDING NORTHERN CALIFORNIA'S ROYAL GORGE, HOME TO THE NATION'S LARGEST CROSS-COUNTRY SKI RESORT, AS WELL AS CROCKER MOUNTAIN IN MAINE, AND THE ELIMINATION OF OIL AND GAS LEASING RIGHTS ON 58,000 ACRES IN WYOMING'S HOBACK BASIN.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense16300663Expense
Grants125271Grants
Revenue10272222Revenue
DescriptionPARKS FOR PEOPLE:THE TRUST FOR PUBLIC LAND WORKS IN CITIES AND SUBURBS ACROSS AMERICA TO ENSURE THAT EVERYONE ENJOYS CLOSE-TO-HOME ACCESS TO A PARK OR NATURAL AREA. WE COMPLETED 21 PROJECTS IN THE FISCAL YEAR ENDING MARCH 31, 2013, INCLUDING 5 NEW PLAYGROUNDS, 8 NEW GARDENS, AND 22 FITNESS ZONE EXERCISE AREAS. WE ALSO RELEASED OUR 2013 PARKSCORE INDEX - THE MOST COMPREHENSIVE RATING SYSTEM EVER DEVELOPED TO MEASURE HOW WELL THE LARGEST U.S. CITIES ARE MEETING THE NEED FOR PARKS.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense3086180Expense
Grants450000Grants
Revenue526135Revenue
DescriptionCONSERVATION SERVICES:THE TRUST FOR PUBLIC LAND APPLIES OUR NATIONAL LEADERSHIP AND EXPERTISE TO LOCAL CHALLENGES THROUGH OUR CONTINUUM OF CONSERVATION SERVICES. IN FISCAL YEAR 2013, THE TRUST FOR PUBLIC LAND'S CONSERVATION VISION SERVICE COMPLETED 13 PROJECTS TO HELP AGENCIES AND COMMUNITIES DEFINE CONSERVATION PRIORITIES, IDENTIFY LANDS TO BE PROTECTED, AND PLAN AND DESIGN PARKS AND NATURAL SPACES. OUR CONSERVATION FINANCE SERVICES HELPED PASS 25 STATE AND LOCAL BALLOT MEASURES - AN 83 PERCENT SUCCESS RATE - GENERATING $566 MILLION IN PUBLIC FUNDS FOR CONSERVATION.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense10058015Expense
Grants37627Grants
Revenue426243Revenue
DescriptionOTHER PROGRAM SERVICES INCLUDE MISCELLANEOUS TECHNICAL SERVICES, REIMBURSEMENTS, AND ROYALTIES ON CONSERVATION PUBLICATIONS.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp10058015TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt37627TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev426243TotalOfOtherProgramServiceRev
Total Program Service Expense98378871TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements1ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising1ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art1DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org1TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096280NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees382NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members16NbrVotingGoverningBodyMembers
Number Independent Voting Members15NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledALStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledAKStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledARStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledAZStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
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States Where Copy Of Return Is FiledCTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledGAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledILStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKSStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledLAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMEStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMNStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMSStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNJStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNMStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOKStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledORStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledPAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledRIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledSCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledTNStatesWhereCopyOfReturnIsFiled
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States Where Copy Of Return Is FiledWVStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWIStatesWhereCopyOfReturnIsFiled
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States Where Copy Of Return Is FiledMOStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledTXStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledDCStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1CINDY SCHERERBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number4154954014TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1101 MONTGOMERY STREET STE 900AddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94104ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (33 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
STEPHEN BAIRD
DIRECTOR1.00X000
BRIAN M BEITNER
DIRECTOR1.00X000
GEORGE BELL
DIRECTOR1.00X000
MARGARET L BROWN
DIRECTOR1.00X000
PAGE KNUDSEN COWLES
DIRECTOR1.00X000
WILLIAM J CRONON
DIRECTOR1.00X000
GEORGE P DENNY
DIRECTOR1.00X000
DOUGLAS DURST
DIRECTOR1.00X000
F WHITNEY HATCH
DIRECTOR1.00X000
CAROLINE NIEMCZYK
DIRECTOR1.00X000
MICHAEL E PATTERSON
DIRECTOR1.00X000
TOM REEVE
DIRECTOR1.00X000
ROY RICHARDS JR
DIRECTOR1.00X000
RON SIMS
DIRECTOR1.00X000
KENT J THIRY
DIRECTOR1.00X000
SHERYL TISHMAN
DIRECTOR1.00X000
F JEROME TONE
DIRECTOR1.00X000
SUSAN D WHITING
DIRECTOR1.00X000
WILLIAM B ROGERS
PRESIDENT & CEO40.00X318127035027X
HOLLY HAUGH
SECRETARY & GENERAL COUNSEL40.00165745023500X
CHRISTOPHER KAY
CHIEF OPERATING OFFICER40.00264086018407X
CYNTHIA SCHERER
CFO & TREASURER40.00190748025487X
MARGIE BERMEO
CHIEF PHILANTHROPY OFFICER40.00213168025597X
RAY CHRISTMAN
SENIOR VP40.00182003028355X
ERNEST COOK
SENIOR VP40.00180403031028X
JEFF DANTER
SENIOR VP40.00173147028067X
ROGER HOESTEREY
SENIOR VP40.00180494030959X
BRENDA SCHICK
DIR OF CONSERVATION TRANSACTIONS40.0015011404725X
TILY SHUE
LEGAL COUNSEL40.00145523022912X
SEAN CONNOLLY
CHIEF MARKETING OFFICER40.00137298014853X
KATHY DECOSTER
DIRECTOR OF FEDERAL AFFAIRS40.00144645022856X
DON MORROW
TRANSACTION DIRECTOR40.00142115029807X
LINDE OSTRO
PHILANTHROPY DIRECTOR40.001394910209X
FieldValueIRS element (for citing)
Total Reportable Comp From Org2727107TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation341789TotalOtherCompensation
Number Individuals GT100 K71NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
SHAUGER PROPERTY SERVICES INC
429 DODD STEAST ORANGENJ07017CONSTRUCTION3755684
TOMCO INC
212 ROUTE 15 SOUTHWHORTONNJ07885CONSTRUCTION2653551
FREDANTE CONSTRUCTION CORP
18 WOODLEE RDCOLD SPRING HARBORNY11724CONSTRUCTION996660
HATCH MOTT MACDONALD
PO BOX 7777PHILADELPHIAPA19175ENVIRONMENTAL ASSESSMENT768233
SITE WORKS LLC
150 W 28TH ST STE 605NEW YORKNY10001ARCHITECT/ENGINEERING393328
FieldValueIRS element (for citing)
Number Of Contractors GT100 K26NumberOfContractorsGT100K
Fundraising Events632574FundraisingEvents
Government Grants19344961GovernmentGrants
All Other Contributions81928542AllOtherContributions
Noncash Contributions17795768NoncashContributions
Total Contributions101906077TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
GOVT COST REIMBURSEMENTS9000991079279510792795
MITIGATION ADVANCE USED90009956944345694434
LANDOWNER FEE53119052603515260351
GOVT CONTRACT FEES90009914727431472743
TECHNICAL ASSISTANCE54190014339971433997

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column924849TotalRevenueColumn
Related Or Exempt Function Income924849RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue25579169TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1224095TotalRevenueColumn
Exclusion$1,224,095ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities53564573Securities
Other12522000Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities53124717Securities
Other10754231Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities439856Securities
Other1767769Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column2207625TotalRevenueColumn
Exclusion$2,207,625ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events127819GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events632574CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses366681FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-238862TotalRevenueColumn
Exclusion-$238,862ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory5693GrossSalesOfInventory
Cost Of Goods Sold3257CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column2436TotalRevenueColumn
Exclusion$2,436ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column130680540TotalRevenueColumn
Related Or Exempt Function Income25579169RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$3,195,294ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total53078546Total
Program Services53078546ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total2495576Total
Program Services1243811ProgramServices
Management And General657072ManagementAndGeneral
Fundraising594693Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total24865998Total
Program Services14617097ProgramServices
Management And General5226649ManagementAndGeneral
Fundraising5022252Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total561708Total
Program Services331671ProgramServices
Management And General117207ManagementAndGeneral
Fundraising112830Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total3455156Total
Program Services2023133ProgramServices
Management And General729504ManagementAndGeneral
Fundraising702519Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total2129335Total
Program Services1236115ProgramServices
Management And General456726ManagementAndGeneral
Fundraising436494Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total128737Total
Program Services108510ProgramServices
Management And General20227ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total224994Total
Program Services6675ProgramServices
Management And General218319ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total312932Total
Program Services312932ProgramServices

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total669199Total
Fundraising669199Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total33146Total
Management And General33146ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total3121040Total
Program Services2021140ProgramServices
Management And General746849ManagementAndGeneral
Fundraising353051Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total42686Total
Program Services285ProgramServices
Management And General41245ManagementAndGeneral
Fundraising1156Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total2527917Total
Program Services1439307ProgramServices
Management And General595299ManagementAndGeneral
Fundraising493311Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total634948Total
Program Services92089ProgramServices
Management And General481054ManagementAndGeneral
Fundraising61805Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total3471513Total
Program Services2209093ProgramServices
Management And General646820ManagementAndGeneral
Fundraising615600Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total1743562Total
Program Services824287ProgramServices
Management And General449386ManagementAndGeneral
Fundraising469889Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total413662Total
Program Services157799ProgramServices
Management And General129994ManagementAndGeneral
Fundraising125869Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total964562Total
Program Services912042ProgramServices
Management And General52520ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total186582Total
Program Services76844ProgramServices
Management And General88171ManagementAndGeneral
Fundraising21567Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total641222Total
Program Services372240ProgramServices
Management And General137537ManagementAndGeneral
Fundraising131445Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
DESIGN & CONSTRUCTION S1382830113828301
OTHER OPERATING EXPENSE1680467110650955869115267
APPRAISAL SERVICES13360961336096
ENVIRONMENTAL ASSESSMEN10443491044349

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total119592234Total
Program Services98378871ProgramServices
Management And General11386416ManagementAndGeneral
Fundraising9826947Fundraising
FieldValueIRS element (for citing)
Joint CostsXJointCosts

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY-187394BOY
EOY91523EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY6480982BOY
EOY1115088EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY10309751BOY
EOY18391361EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY9642050BOY
EOY14096792EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY4202666BOY
EOY2077274EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY115956BOY
EOY83451EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis5596391LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec4567630LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY1142323BOY
EOY1028761EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
EOY6246010EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY86079244BOY
EOY78412178EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY167791788BOY
EOY182487239EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY285577366BOY
EOY304029677EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY13458339BOY
EOY17404410EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY3342625BOY
EOY8676669EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY4357370BOY
EOY772641EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY33500288BOY
EOY39357229EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY49536351BOY
EOY45015866EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY104194973BOY
EOY111226815EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY44268392BOY
EOY38853595EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY126368009BOY
EOY140802354EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY10745992BOY
EOY13146913EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY181382393BOY
EOY192802862EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY285577366BOY
EOY304029677EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses11088306ReconcilationRevenueExpenses
Reconciliation Unrealized Invest192738ReconciliationUnrealizedInvest
Reconcilation Other Changes139425ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years149769783CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years104927533CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years101631086CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year96398195CurrentTaxYearMinus1Year
Current Tax Year101906077CurrentTaxYear
Total554632674Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years149769783CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years104927533CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years101631086CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year96398195CurrentTaxYearMinus1Year
Current Tax Year101906077CurrentTaxYear
Total554632674Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total9802720AmountsSubstContributorsTotal
Public Support Total170544829954PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3627098CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2266622CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1391931CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1389990CurrentTaxYearMinus1Year
Current Tax Year1224095CurrentTaxYear
Total9899736Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years25149CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years55741CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year60187CurrentTaxYearMinus1Year
Current Tax Year133512CurrentTaxYear
Total274589Total
FieldValueIRS element (for citing)
Total Support564806999TotalSupport
Gross Receipts From Admissions Etc105910452GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.96460PublicSupportPertcentage170
Public Support Pertcent Prior Year0.97640PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals60952FilingOrganizationsTotals

Total Direct Lobbying TotalDirectLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals913767FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals974719FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals117948316FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals118923035FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals1000000FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals250000FilingOrganizationsTotals

Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus31000000CurrentYearMinus3
Current Year Minus21000000CurrentYearMinus2
Current Year Minus11000000CurrentYearMinus1
Current Year1000000CurrentYear
Total4000000Total
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

FieldValueIRS element (for citing)
Current Year Minus3790266CurrentYearMinus3
Current Year Minus2989990CurrentYearMinus2
Current Year Minus1769927CurrentYearMinus1
Current Year974719CurrentYear
Total3524902Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus3250000CurrentYearMinus3
Current Year Minus2250000CurrentYearMinus2
Current Year Minus1250000CurrentYearMinus1
Current Year250000CurrentYear
Total1000000Total
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmount

Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures

FieldValueIRS element (for citing)
Current Year Minus3127347CurrentYearMinus3
Current Year Minus2216969CurrentYearMinus2
Current Year Minus1101247CurrentYearMinus1
Current Year60952CurrentYear
Total506515Total

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Preservation For Public UseXPreservationForPublicUse
Protection Of Natural HabitatXProtectionOfNaturalHabitat
Preservation Of Open SpaceXPreservationOfOpenSpace
Historic Land AreaXHistoricLandArea
Historic StructureXHistoricStructure
Total Number Of Easements13TotalNumberOfEasements
Total Acreage1448.00TotalAcreage
Nmbr Hist Struct Easements1NmbrHistStructEasements
Nmbr Hist Struct Easements After0NmbrHistStructEasementsAfter
Nmbr Easements Modified0NmbrEasementsModified
Nmbr States In Which Easements Held7NmbrStatesInWhichEasementsHeld
Written Policy Monitoring1WrittenPolicyMonitoring
Staff Hours Spent On Enforcement38.00StaffHoursSpentOnEnforcement
Expenses Incurred For Enforcement3758ExpensesIncurredForEnforcement
Sect170h Requirements Satisfied1Sect170hRequirementsSatisfied

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance20006BeginningOfYearBalance
Contributions2960000Contributions
End Of Year Balance2980006EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance20006BeginningOfYearBalance
End Of Year Balance20006EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance20006BeginningOfYearBalance
End Of Year Balance20006EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance20006BeginningOfYearBalance
End Of Year Balance20006EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Contributions20006Contributions
End Of Year Balance20006EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.00000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance1.00000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.00000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis2729041OtherCostOrOtherBasis
Depreciation1991841Depreciation
Book Value737200BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis294251OtherCostOrOtherBasis
Depreciation130203Depreciation
Book Value164048BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis2173906OtherCostOrOtherBasis
Depreciation2131007Depreciation
Book Value42899BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis399193OtherCostOrOtherBasis
Depreciation314579Depreciation
Book Value84614BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings1028761TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionDEBT SECURITIESDescription
Book Value78412178BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities78412178TotalOfBookValueSecurities

Other Assets OtherAssets (7 entries)

DescriptionDescriptionBook ValueBookValue
DEPOSITS ON LAND TRANSACTIONS707820
INVESTMENT IN AFFILIATES38747914
OTHER DEPOSITS392782
OPEN SPACE HOLDINGS82156267
ASSETS HELD IN CHARITABLE TRUSTS58909298
INTEREST RECEIVABLE12459
ESCROW CLEARING1560699
FieldValueIRS element (for citing)
Total Book Value Other Assets182487239TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
LIAB TO BENEFICIARIES OF CHARITABLE TRUSTS$41,692,631
MITIGATION ADVANCES$2,055,232
OPTION PAYMENTS$1,268,003
FieldValueIRS element (for citing)
Total Of Amounts45015866TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt131684765TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments192738NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities302124DonatedSrvcAndUseOfFacilities
Other Revenues139425OtherRevenues
Revenue Not Rptd F990634287RevenueNotRptdF990
Revenue Subtotal131050478RevenueSubtotal
Other Revenues Not Included-369938OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt-369938RevenueNotRptdOnFinStmt
Total Revenue Per Form990130680540TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt120264296TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities302124DonatedServicesUseOfFacilities
Other Expenses Included369938OtherExpensesIncluded
Expenses Not Rptd F990672062ExpensesNotRptdF990
Expenses Subtotal119592234ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form990119592234TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS:PART II, LINE 9:EASEMENTS ACQUIRED BY THE TRUST ARE CONSERVATION EASEMENTS AND REPRESENT NUMEROUS RESTRICTIONS OVER THE USE AND DEVELOPMENT OF LAND NOT OWNED BY THE TRUST. THESE EASEMENTS GENERALLY PROVIDE THAT THE LAND WILL BE MAINTAINED UNIMPAIRED IN ITS CURRENT NATURAL, AGRICULTURAL, SCENIC OR RECREATIONAL STATE. DURING THE YEAR ENDED MARCH 31, 2013, EASEMENTS VALUED AT $41,655,000 WERE ACQUIRED AND $50,730,000 CONVEYED. DURING THE YEAR ENDED MARCH 31, 2012, EASEMENTS VALUED AT $20,569,000 WERE ACQUIRED AND $21,948,000 CONVEYED.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X, LINE 2:THE INTERNAL REVENUE SERVICE HAS CLASSIFIED THE TRUST AS A PUBLICLY SUPPORTED, TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. CONTRIBUTIONS TO THE TRUST ARE DEDUCTIBLE AS ALLOWED UNDER SECTION 170(B)(1)(A)(VI) OF THE CODE. ALL AFFILIATED ORGANIZATIONS OF THE TRUST ARE ALSO QUALIFIED UNDER SECTION 501(C)(3) OF THE IRS CODE WITH THE EXCEPTION OF THE CONSERVATION CAMPAIGN, WHICH IS CLASSIFIED AS A 501(C)(4) ORGANIZATION. CONTRIBUTIONS TO THE CONSERVATION CAMPAIGN ARE NOT TAX DEDUCTIBLE. MANAGEMENT EVALUATED THE TRUST'S TAX POSITIONS AND CONCLUDED THAT THE TRUST HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE TRUST IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2009.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN VALUE OF SPLIT INTEREST TRUSTS 1,038,183. CHANGE IN VALUE OF LAND HOLDINGS -529,000. INVESTMENT IN AFFILIATES 275,817. UNCOLLECTIBLE GRANTS -645,575.
PART XI, LINE 4B - OTHER ADJUSTMENTS:SPECIAL EVENTS DIRECT EXPENSES -366,681. COST OF GOODS SOLD -3,257.
PART XII, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENTS DIRECT EXPENSES 366,681. COST OF GOODS SOLD 3,257.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Special Fundraising EventsXSpecialFundraisingEvents
Agreement Ref Fundraising1AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation (8 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeActivityActivityFundraiser Control Of FundsFundraiserControlOfFundsGross ReceiptsGrossReceiptsAmount Retained By ContractorAmountRetainedByContractorNet To OrganizationNetToOrganizationName Of IndividualNameOfIndividual
TER MOLEN WATKINS & BRANDT LLC
2 NORTH RIVERSIDE PLAZA STE 1030CHICAGOIL60606PROJECT FUNDRAISING03555000157573539243
CHAPMAN CUBINE ADAMS
1600 WILSON BLVD STE 300ARLINGTONVA22209ANNUAL FUND025448003981212146679
BENTZ WHALEY FLESSNER
7251 OHMS LNMINNEAPOLISMN55439COMPREHENSIVE CAMPAIGN01946900516071895293
(no name)
25 CHAMBERLAIN RDFLEMINGTONNJ08822GRANT WRITING047400078000396000PHYLLIS SHAPIRO
DALZELL PRODUCTIONS
1115 BROADWAY 12TH FLOORNEW YORKNY10010EVENT PRODUCTION01459007281873082
MARTS & LUNDY INC
1200 WALL ST WESTLYNDHURSTNJ07071FEASIBILITY AND RESEARCH0502001769332507
(no name)
1552 GREEN STSAN FRANCISCOCA94123PHILANTHROPY SUPPORT0512112105-6984ROSEMARY LUCIER
WEALTHENGINECOM
4330 EAST WEST HIGHWAYBETHESDAMD20814PHILANTHROPY RESEARCH0016350-16350
FieldValueIRS element (for citing)
Total Gross Receipts8721921TotalGrossReceipts
Total Retained By Contractors662451TotalRetainedByContractors
Total Net To Organization8059470TotalNetToOrganization
Licensed StatesALLicensedStates
Licensed StatesAKLicensedStates
Licensed StatesAZLicensedStates
Licensed StatesARLicensedStates
Licensed StatesCALicensedStates
Licensed StatesCOLicensedStates
Licensed StatesCTLicensedStates
Licensed StatesDELicensedStates
Licensed StatesFLLicensedStates
Licensed StatesGALicensedStates
Licensed StatesHILicensedStates
Licensed StatesIDLicensedStates
Licensed StatesILLicensedStates
Licensed StatesINLicensedStates
Licensed StatesIALicensedStates
Licensed StatesKSLicensedStates
Licensed StatesKYLicensedStates
Licensed StatesLALicensedStates
Licensed StatesMELicensedStates
Licensed StatesMDLicensedStates
Licensed StatesMALicensedStates
Licensed StatesMILicensedStates
Licensed StatesMNLicensedStates
Licensed StatesMSLicensedStates
Licensed StatesMOLicensedStates
Licensed StatesMTLicensedStates
Licensed StatesNELicensedStates
Licensed StatesNVLicensedStates
Licensed StatesNHLicensedStates
Licensed StatesNJLicensedStates
Licensed StatesNMLicensedStates
Licensed StatesNYLicensedStates
Licensed StatesNCLicensedStates
Licensed StatesNDLicensedStates
Licensed StatesOHLicensedStates
Licensed StatesOKLicensedStates
Licensed StatesORLicensedStates
Licensed StatesPALicensedStates
Licensed StatesRILicensedStates
Licensed StatesSCLicensedStates
Licensed StatesSDLicensedStates
Licensed StatesTNLicensedStates
Licensed StatesTXLicensedStates
Licensed StatesUTLicensedStates
Licensed StatesVTLicensedStates
Licensed StatesVALicensedStates
Licensed StatesWALicensedStates
Licensed StatesWVLicensedStates
Licensed StatesWILicensedStates
Licensed StatesWYLicensedStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1SEATTLE 40TH ANNIVERSARY GALANameOfEvent1
Gross Receipts Event1283188GrossReceiptsEvent1
Charitable Contributions Event1216938CharitableContributionsEvent1
Gross Revenue Event166250GrossRevenueEvent1
Rent Facility Costs Event134487RentFacilityCostsEvent1
Food And Beverage Event174526FoodAndBeverageEvent1
Entertainment Event142895EntertainmentEvent1
Other Direct Expenses Event1129650OtherDirectExpensesEvent1
Name Of Event2ATLANTA MAKE YOUR MARKNameOfEvent2
Gross Receipts Event2224698GrossReceiptsEvent2
Charitable Contributions Event2197603CharitableContributionsEvent2
Gross Revenue Event227095GrossRevenueEvent2
Non Cash Prizes Event2291NonCashPrizesEvent2
Rent Facility Costs Event216483RentFacilityCostsEvent2
Food And Beverage Event215305FoodAndBeverageEvent2
Entertainment Event22500EntertainmentEvent2
Other Direct Expenses Event211100OtherDirectExpensesEvent2
Total Number Of Other Events4TotalNumberOfOtherEvents
Gross Receipts Other Events252507GrossReceiptsOtherEvents
Charitable Contrib Other Events218033CharitableContribOtherEvents
Gross Revenue Other Events34474GrossRevenueOtherEvents
Non Cash Prizes Other Events6375NonCashPrizesOtherEvents
Rent Facility Costs Other Events9858RentFacilityCostsOtherEvents
Food And Beverage Other Events11508FoodAndBeverageOtherEvents
Entertainment Other Events4520EntertainmentOtherEvents
Other Direct Expenses Other Events7183OtherDirectExpensesOtherEvents
Gross Receipts Total760393GrossReceiptsTotal
Charitable Contributions Total632574CharitableContributionsTotal
Gross Revenue Total Events127819GrossRevenueTotalEvents
Non Cash Prizes Total Events6666NonCashPrizesTotalEvents
Rent Facility Costs Total Events60828RentFacilityCostsTotalEvents
Food And Beverage Total Events101339FoodAndBeverageTotalEvents
Entertainment Total Events49915EntertainmentTotalEvents
Other Direct Expenses Total Events147933OtherDirectExpensesTotalEvents
Direct Expense Summary Events366681DirectExpenseSummaryEvents
Net Income Summary-238862NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (84 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantEIN Of RecipientEINOfRecipientAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistanceAddress Line2AddressUS/AddressLine2
CITY OF PORTLAND
389 CONGRESS STPORTLANDME04101CITY OF PORTLAND7000CANCO WOODS
CLEVELAND METROPARKS
4101 FULTON RDCLEVELANDOH44144CITY OF CLEVELAND200000COMMODORE CLUB MARINA
CONFEDERATED SALISH & KOOTENAI TRIBES
PO BOX 278PABLOMT59885SALISH & KOOTENAI TR35000METCALF LAKE
AMERICAN RIVERS
321 E MAIN ST SUITE 408BOZEMANMT59715501(C)(3)10000SAVE THE HOBACK237305963
BROOKLYN QUEENS LAND TRUST
677 LAFAYETTE AVEBROOKLYNNY11216501(C)(3)25000LAND TRUST START UP FUND611441052
BUFFALO BAYOU PARTNERSHIP
1113 VINE ST SUITE 200HOUSTONTX77002501(C)(3)7761SIGNAGE FOR BUFFALO BAYOU760183954
CITY PARKS ALLIANCE
355 LEXINGTON AVE SUITE 1001NEW YORKNY10017501(C)(3)6000EXHIBITORS/URBAN PARKS CONFERENCE800015566
COLORADO CATTLEMAN'S AGRICULTURAL LAND TRUST
8833 RALSTON RDARVADACO80002501(C)(3)103366SAGUACHE HAY, SHEEP CREEK RANCH, EVENT841317592
COLORADO OPEN LANDS FOUNDATION
274 UNION BLVD STE 320LAKEWOODCO80228501(C)(3)49720COLD SPRING RANCH PHASE I, MARRS840866211
FLORIDA'S WATER & LEGACY
316 WILLIAM STTALLAHASSEEFL32303501(C)(4)50000FLORIDA'S WATER AND LAND460560492
FORTERRA NW
901 5TH AVE SUITE 2200SEATTLEWA98164501(C)(3)42512REVENUE SHARING943112461
FRIENDS OF THE DESERT MOUNTAINS
PO BOX 1281PALM DESERTCA92261501(C)(3)12000SUPPORT FOR CHARITABLE WORKS330241242
GENESSEE LAND TRUST
46 PRINCE ST SUITE LL005ROCHESTERNY14607501(C)(3)92417BIG WOODS STEWARDSHIP223033712
HARDING LAND TRUST
PO BOX 576NEW VERNONNJ07976501(C)(3)50000PRIMROSE/HARDING223084414
LAND TRUST ALLIANCE
PO BOX 33355RALEIGHNC27636501(C)(3)13000LAND TRUST RALLY, GOM COAST LAND CONVENTION042751357
LAND TRUST OF THE UPPER ARKANSAS
128 E FIRST ST STE 201SALIDACO81201501(C)(3)27500HEADWATERS RANCH841594923
MIDLRED HELMS PARK RESURRECTION COMMITTEE INC
PO BOX 3583NEWARKNJ07103501(C)(3)11987SUMMER YOUTH PROGRAM010619649
MILL RIVER COLLABORATIVE
888 WASHINGTON BLVDSTAMFORDCT06904501(C)(3)20000MILL RIVER COOPERATIVE061507648
PORTLAND TRAILS
305 COMMERCIAL STPORTLANDME04101501(C)(3)7000PORTLAND TRAIL010463028
RAILYARD STEWARDS
805 EARLY ST 204BSANTA FENM87505501(C)(3)100000SANTA FE RAILYARD320312957
RIVER NETWORK
209 SW OAK ST SUITE 300PORTLANDOR97204501(C)(3)6750RIVER NETWORK PROJECTS930969979
SAVE BARNEGAT BAY
512 CARROL FAX ROADBRICKNJ08724501(C)(3)5999SAVE BARNEGAT BAY237172279
THE CONSERVATION CAMPAIGN
10 MILK ST STE 810BOSTONMA02108501(C)(4)328250GENERAL OPERATING SUPPORT - LOBBYING043515341
THE FLORIDA CONSERVATION CAMPAIGN
C/O TPL 306 NORTH MONROE STTALLAHASSEEFL32361501(C)(4)60000FCC CHARITABLE GRANT043515341
THE VITAL GROUND FOUNDATION
BUILDING T - S FORT MISSOULA ROADMISSOULAMT59804501(C)(3)40000STIMSON TROY870483446
THE WILDERNESS SOCIETY
PO BOX 97231WASHINGTONDC20077501(C)(3)61500HOBACK/GREAT OUTDOOR AMERICA/WILLIAM & FLORA530167933
VERMONT LAND TRUST
8 BAILEY AVEMONTPELIERVT05602501(C)(3)46000MILLSTONE HILL030264836
WYOMING OUTDOOR COUNCIL
262 LINCOLN STLANDERWY82520501(C)(3)20000MTSG ANNUAL EVENT911531234
BACK COUNTRY LAND TRUST
PO BOX 1148ALPINECA91903501(C)(3)LAND CONSERVATION931060214365500APPRAISALDONATION OF 292 ACRES OF LAND IN CA
BOARD OF TRUSTEES OF THE INTERNAL IMPROVEMENT TRUST FUND OF THE STATE OF FL
3900 COMMONWEALTH BLVDTALLAHASSEEFL32399STATE OF FLORIDALAND CONSERVATION2470000APPRAISALDONATION OF 1,542 ACRES OF LAND IN FL
BOARD OF TRUSTEES OF THE INTERNAL IMPROVEMENT TRUST FUND OF THE STATE OF FL
3900 COMMONWEALTH BLVDTALLAHASSEEFL32399STATE OF FLORIDALAND CONSERVATION2455000APPRAISALDONATION OF 2338.09 ACRES OF LAND (EASEMENT) IN FL
BROOKLYN ALLIANCE OF NEIGHBORHOOD GARDENS LAND TRUST
540 PRESIDENT ST 1CBROOKLYNNY11215501(C)(3)LAND CONSERVATION274620010453799APPRAISALDONATION OF PUBLIC GARDENS IN NY
BUREAU OF LAND MANAGEMENT WYOMING STATE OFFICE
5353 YELLOWSTONE ROADCHEYENNEWY82009BUREAU OF LAND MGMTLAND CONSERVATION8361500APPRAISALDONATION OF 47,780 ACRES OF LAND (GAS LEASES) IN WY
CA DEPT OF FISH & GAME
1701 NIMBUS ROADRANCHO CORDOVACA95670STATE OF CALIFORNIALAND CONSERVATION540000APPRAISALBARGAIN SALE OF 810 ACRES OF LAND (EASEMENT) IN CA
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVEANNAPOLISMD21403501(C)(3)LAND CONSERVATION5260657571000000APPRAISALBARGAIN SALE OF 10.3 ACRES OF LAND IN VA
CITY & COUNTY OF HONOLULU
530 SOUTH KING ST ROOM 306HONOLULUHI96813CITY OF HONOLULULAND CONSERVATION1344000APPRAISALBARGAIN SALE OF 1,718 ACRES OF LAND (EASEMENT) IN HI
CITY OF LOS ANGELES DEPT OF RECREATION & PARKS
221 N FIGUEROA ST STE 100LOS ANGELESCA90012CITY OF LOS ANGELESLAND CONSERVATION265000APPRAISALBARGAIN SALE OF 0.26 ACRES OF LAND IN CA
CITY OF PORTLAND
CITY HALL 389 CONGRESS STPORTLANDME04101CITY OF PORTLANDLAND CONSERVATION545000APPRAISALBARGAIN SALE OF 13.7 ACRES OF LAND IN ME
CITY OF PRIOR LAKE
4646 DAKOTA ST SEPRIOR LAKEMN55372CITY OF PRIOR LAKELAND CONSERVATION41500APPRAISALBARGAIN SALE OF 18.14 ACRES OF LAND IN MN
CITY OF RALEIGH
PO BOX 590RALEIGHNC27602CITY OF RALEIGHLAND CONSERVATION565000APPRAISALBARGAIN SALE OF 2.59 ACRES OF LAND IN NC
CITY OF SANDY SPRINGS
7840 ROSWELL ROAD BLDG 50SANDY SPRINGSGA30350CITY OF SANDY SPRGSLAND CONSERVATION216000APPRAISALDONATION OF 2 ACRES OF LAND IN GA
CLEVELAND METROPARKS
4101 FULTON RDCLEVELANDOH441441973CITY OF CLEVELANDLAND CONSERVATION433000APPRAISALBARGAIN SALE OF 2.07 ACRES OF LAND IN OH
CO CATTLEMEN'S AGRICULTURAL LAND TRUST
8833 RALSTON ROADARVADACO80002501(C)(3)LAND CONSERVATION8413175921367500APPRAISALDONATION OF 1,060 ACRES OF LAND (EASEMENT) IN CO
CO CATTLEMEN'S AGRICULTURAL LAND TRUST
8833 RALSTON ROADARVADACO80002501(C)(3)LAND CONSERVATION841317592419000APPRAISALDONATION 320 ACRES OF LAND (EASEMENT) IN CO
COLORADO CATTLEMEN'S AGRICULTURAL LAND TRUST
8833 RALSTON ROADARVADACO80002501(C)(3)LAND CONSERVATION841317592664000APPRAISALDONATION OF 538 ACRES OF LAND (EASEMENT) IN CO
COLORADO OPEN LANDS
274 UNION BLVD STE 320LAKEWOODCO80228501(C)(3)LAND CONSERVATION8408662111550000APPRAISALDONATION OF 191 ACRES OF LAND (EASEMENT) IN CO
COMMONWEALTH OF PA DEPT OF CONSERVATION & NATURAL RESOURCES FACILITY DESIG
PO BOX 8451HARRISBURGPA171058451STATE OF PENNSYLVANILAND CONSERVATION1270000APPRAISALDONATION OF 310 ACRES OF LAND IN PA
CONFEDERATED SALISH & KOOTENAI TRIBES
PO BOX 278PABLOMT59885SALISH & KOOTENAI TRLAND CONSERVATION87000APPRAISALBARGAIN SALE OF 400 ACRES OF LAND IN MT
COUNTY OF ANOKA
550 BUNKER LAKE BLVDANDOVERMN55304COUNTY OF ANOKALAND CONSERVATION67000APPRAISALBARGAIN SALE OF 345.35 ACRES OF LAND IN MN
COUNTY OF BERGEN
ONE BERGEN COUNTY PLAZA 4TH FLHACKENACKNJ076017076COUNTY OF BERGENLAND CONSERVATION45000APPRAISALBARGAIN SALE OF 13.86 ACRES OF LAND IN NJ
COUNTY OF MAUI
KALANA O MAUI BUILDING 200 S HIGHWAILUKU MAUIHI96793COUNTY OF MAUILAND CONSERVATION1004000APPRAISALBARGAIN SALE OF 63.7 ACRES OF LAND IN HIST
HARDING LAND TRUST
PO BOX 576NEW VERNONNJ07976501(C)(3)LAND CONSERVATION223084414458750APPRAISALBARGAIN SALE OF 97.5 ACRES OF LAND IN NJ
HARDING TOWNSHIP
21 BLUE MILL RDNEW VERNONNJ07976HARDING TOWNSHIPLAND CONSERVATION677083APPRAISALDONATION 126.4 ACRES OF LAND (EASEMENT) IN NJ
HARDING TOWNSHIP
21 BLUE MILL RDNEW VERNONNJ07976HARDING TOWNSHIPLAND CONSERVATION56250APPRAISALBARGAIN SALE OF 16.4 ACRES OF LAND IN NJ
LAND TRUST OF THE UPPER ARKANSAS
128 E FIRST ST SUITE 201SALIDACO81201501(C)(3)LAND CONSERVATION8415949231060000APPRAISALDONATION OF 175 ACRES OF LAND (EASEMENT) IN CO
MAIKA'I KAMAKANI ' O KOHALA INC
PO BOX 40KAPAAUHI96755501(C)(3)LAND CONSERVATION912153058307610APPRAISALBARGAIN SALE OF 27.55 ACRES OF LAND IN HI
MECKLINBURG COUNTY REAL ESTATE SERVICES
3205 FREEDOM DR STE 101CHARLOTTENC28208MECKLINBURG COUNTYLAND CONSERVATION150000APPRAISALBARGAIN SALE OF 48.45 ACRES OF LAND IN NC
MECKLINBURG COUNTY REAL ESTATE SERVICES
3205 FREEDOM DR STE 101CHARLOTTENC28208MECKLINBURG COUNTYLAND CONSERVATION97000APPRAISALBARGAIN SALE OF 89.45 ACRES OF LAND IN NC
MT DEPT OF FISH WILDLIFE PARKS
PO BOX 200701HELENAMT59620MT DEPT OF FISH, WILLAND CONSERVATION4940000APPRAISALBARGAIN SALE OF 28,000 ACRES OF LAND (EASEMENT) IN MT
NATIONAL PARK SERVICE
601 RIVERFRONT DRIVEOMAHANE68102US NATL PARK SERVICELAND CONSERVATION617150APPRAISALDONATION 59.65 ACRES OF LAND IN OH
NY STATE DEPT OF ENVIRONMENTAL CONSERVATION
625 BROADWAYALBANYNY12233STATE OF NEW YORKLAND CONSERVATION5260000APPRAISALDONATION OF 42.74 ACRES OF LAND (EASEMENT) IN NY
OFFICE OF HAWAIIAN AFFAIRS
711 KAPIOLANI BLVD STE 500HONOLULUHI96813STATE OF HAWAIILAND CONSERVATION2110000APPRAISALBARGAIN SALE OF 511 ACRES OF LAND IN HI
PLAINS CONSERVATION CENTER
21901 E HAMPDEN AVEAURORACO80013501(C)(3)LAND CONSERVATION841009399658000APPRAISALBARGAIN SALE OF 1,083 ACRES OF LAND IN CO
STATE OF HI AGRIBUSINESS DEVELOPMENT CORP
235 SOUTH BERETANIA ST RM 205HONOLULUHI96813STATE OF HAWAIILAND CONSERVATION1546000APPRAISALBARGAIN SALE OF 1,207 ACRES OF LAND IN HI
STATE OF NJ DEPARTMENT OF ENVIRONMENTAL PROTECTION
401 EAST STATE STREETTRENTONNJ08625STATE OF NEW JERSEYLAND CONSERVATION321380APPRAISALBARGAIN SALE OF 646 ACRES OF LAND IN NJ
STATE OF VT AGENCY OF NATURAL RESOURCES DEPT OF FORESTS PARKS & REC
103 S MAIN STWATERBURYVT05671STATE OF VERMONTLAND CONSERVATION165000APPRAISALBARGAIN SALE OF 28 ACRES OF LAND IN VT
TECUMSEH LAND TRUST
PO BOX 417YELLOW SPRINGSOH45387501(C)(3)LAND CONSERVATION311313236236835APPRAISALBARGAIN SALE OF 536 ACRES OF LAND (EASEMENT) IN OH
THE CHELAN-DOUGLAS LAND TRUST
PO BOX 4461WENATCHEEWA98807501(C)(3)LAND CONSERVATION9113313481200000APPRAISALBARGAIN SALE OF 302 ACRES OF LAND IN WA
THE CITY OF SEMINOLE
9199 113TH STSEMINOLEFL33772CITY OF SEMINOLELAND CONSERVATION115000APPRAISALBARGAIN SALE OF 8.08 ACRES OF LAND IN FL
THE NEW HAMPSHIRE FISH & GAME DEPT
11 HAZEN DRIVECONCORDNH03301NH FISH & GAME DEPTLAND CONSERVATION2475000APPRAISALDONATION OF 934 ACRES OF LAND IN NH
THE TOWNSHIP OF ABERDEEN
ONE ABERDEEN SQUAREABERDEENNJ07747TOWNSHIP OF ABERDEENLAND CONSERVATION458750APPRAISALBARGAIN SALE OF 20.48 ACRES OF LAND IN NJ
TOWN OF BARRE
149 WEBSTERVILLE ROAD POB 149WEBSTERVILLEVT05678TOWN OF BARRELAND CONSERVATION623000APPRAISALBARGAIN SALE OF 355 ACRES OF LAND IN VT
TOWN OF DURHAM
15 NEWMARKET ROADDURHAMNH03824TOWN OF DURHAMLAND CONSERVATION1230800APPRAISALBARGAIN SALE OF 171.5 ACRES OF LAND IN NH
TOWN OF HOPKINTON
18 MAIN ST 2ND FLHOPKINTONMA01748TOWN OF HOPKINTONLAND CONSERVATION300000APPRAISALBARGAIN SALE OF 81.18 ACRES OF LAND IN MA
TOWNSHIP OF JEFFERSON
1033 WELDON ROADLAKE HOPATCONGNJ07849TOWNSHIP OF JEFFERSOLAND CONSERVATION93906APPRAISALBARGAIN SALE OF 189 ACRES OF LAND IN NJ
US AIR FORCE
2261 HUGHES AVE STE 121LACKLANDTX78236US AIR FORCELAND CONSERVATION200000APPRAISALBARGAIN SALE OF 810 ACRES OF LAND (EASEMENT) IN CA
US DEPT OF DEFENSE
1220 PACIFIC HIGHWAYSAN DIEGOCA92132US DEPT OF DEFENSELAND CONSERVATION12500APPRAISALBARGAIN SALE OF 623.83 ACRES OF LAND (EASEMENT) IN CA
US NATIONAL PARK SERVICES
PO BOX 710ST JOHNVI00831US NATL PARKS SVCLAND CONSERVATION448000APPRAISALBARGAIN SALE OF 0.55 ACRES OF LAND IN VI
US NATIONAL PARK SERVICES
PO BOX 710ST JOHNVI00831US NATL PARKS SVCLAND CONSERVATION380000APPRAISALBARGAIN SALE OF 0.5 ACRES OF LAND IN VI
US FOREST SERVICE
333 BROADWAY SEALBUQUERQUENM87102US FOREST SERVICELAND CONSERVATION426000APPRAISALBARGAIN SALE OF 1,742 ACRES OF LAND IN NM
US FOREST SERVICE
1755 CLEVELAND HWYGAINESVILLEGA30501US FOREST SERVICELAND CONSERVATION225000APPRAISALBARGAIN SALE OF 6.68 ACRES OF LAND IN GA
US FISH AND WILDLIFE SERVICE
500 GOLD ST SWALBUQUERQUENM87102US FISH & WILDLIFELAND CONSERVATION500000APPRAISALDONATION OF 38.45 ACRES OF LAND IN NM
US FISH AND WILDLIFE SERVICE
PO BOX 240ERROLNH03579US FISH & WILDLIFELAND CONSERVATION37800APPRAISALBARGAIN SALE OF LAND (EASEMENT) IN NH
WILLAMALANE PARK & REC DISTRICT
250 S 32ND STSPRINGFIELDOR97478LANE COUNTYLAND CONSERVATION30000APPRAISALBARGAIN SALE OF 175.76 ACRES OF LAND IN OR
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants80TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations4TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: GRANTEES ADHERE TO MONITORING AND REPORTING REQUIREMENTS ASSOCIATED WITH GRANTS FROM THE TRUST FOR PUBLIC LAND.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (14 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
WILLIAM B ROGERS
PRESIDENT & CEO3181270000096460253810353154000
HOLLY HAUGH
SECRETARY & GENERAL COUNSEL1657450000050930184070189245000
CHRISTOPHER KAY
CHIEF OPERATING OFFICER2640860000000184070282493000
CYNTHIA SCHERER
CFO & TREASURER1907480000058320196550216235000
MARGIE BERMEO
CHIEF PHILANTHROPY OFFICER2131680000065640190330238765000
RAY CHRISTMAN
SENIOR VP1820030000011930271620210358000
ERNEST COOK
SENIOR VP1804030000055650254630211431000
JEFF DANTER
SENIOR VP173147000009050271620201214000
ROGER HOESTEREY
SENIOR VP1804940000054960254630211453000
BRENDA SCHICK
DIR OF CONSERVATION TRANSACTIONS15011400000450302220154839000
TILY SHUE
LEGAL COUNSEL1455230000045050184070168435000
SEAN CONNOLLY
CHIEF MARKETING OFFICER1372980000000148530152151000
KATHY DECOSTER
DIRECTOR OF FEDERAL AFFAIRS1446450000044490184070167501000
DON MORROW
TRANSACTION DIRECTOR1421150000043440254630171922000

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions86NumberOfContributions
Noncash Contribs Rptd F9903222656NoncashContribsRptdF990
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenues

Real Estate Other RealEstateOther

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions40NumberOfContributions
Noncash Contribs Rptd F99014573112NoncashContribsRptdF990
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Number Of8283 Received9NumberOf8283Received
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierMETHOD FOR DETERMINING NUMBER OF CONTRIBUTORS:Identifier
Return ReferencePART I, COLUMN (B):ReturnReference
ExplanationTHE NUMBER OF CONTRIBUTORS REFLECTS THE NUMBER OF DONORS, NOT THE NUMBER OF ITEMS DONATED.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 11THE DRAFT FORM 990 IS INITIALLY REVIEWED BY THE ORGANIZATION'S CFO AND TREASURER, CONTROLLER AND GENERAL COUNSEL. AFTER ANY CLARIFICATIONS OR QUESTIONS ARE RESOLVED THE DRAFT FORM 990 IS FORWARDED TO THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS AND A MEETING IS SCHEDULED WITH TPL'S ACCOUNTING FIRM, CFO & TREASURER AND CONTROLLER. ANY QUESTIONS FROM THE AUDIT COMMITTEE ARE ANSWERED AND CHANGES INCORPORATED. THE FINAL DOCUMENT IS APPROVED BY THE AUDIT COMMITTEE AND FORWARDED TO THE FULL BOARD FOR THEIR REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION HAS A COMPREHENSIVE CONFLICT OF INTEREST POLICY (POLICY) THAT REQUIRES POTENTIAL CONFLICTS OF INTEREST TO BE BROUGHT TO THE ATTENTION OF THE GENERAL COUNSEL. IF THE GENERAL COUNSEL DETERMINES THAT A POTENTIAL CONFLICT OF INTEREST EXISTS, THE MATTER IS REVIEWED BY THE CONFLICT REVIEW COMMITTEE, A COMMITTEE COMPOSED OF DESIGNATED SENIOR STAFF, OR, IF THE MATTER INVOLVES A MEMBER OF THE BOARD OF DIRECTORS OR THEIR FAMILY OR AFFILIATED ENTITY, IT IS REVIEWED BY THE FULL BOARD. POTENTIAL CONFLICTS INVOLVING THE PURCHASE OF GOODS AND SERVICES WITH A VALUE THAT DOES NOT EXCEED $5,000 MAY BE REVIEWED BY THE GENERAL COUNSEL. THE POLICY APPLIES TO EMPLOYEES, MEMBERS OF THE BOARD OF DIRECTORS, ADVISORY BOARD MEMBERS, MAJOR DONORS, AND CERTAIN FORMER EMPLOYEES AND DIRECTORS, AS WELL AS THEIR IMMEDIATE FAMILIES AND AFFILIATED ENTITIES. THE POLICY IS PROVIDED TO ALL STAFF AS WELL AS THE MEMBERS OF THE BOARD OF DIRECTORS AND ADVISORY BOARD MEMBERS, IS CONTAINED IN THE HUMAN RESOURCES MANUAL, AND REMINDERS OF THE POLICY ARE ISSUED PERIODICALLY. THE POLICY IS DISCUSSED IN ORIENTATION MEETINGS WITH NEW STAFF AND BOARD MEMBERS, AND IN MEETINGS OF LEGAL AND PROJECT STAFF, THE TWO GROUPS MOST LIKELY TO ENCOUNTER POTENTIAL CONFLICTS OF INTEREST. ADDITIONALLY, POTENTIAL CONFLICTS OF INTEREST ARE ON THE CHECKLIST OF MATTERS TO BE DISCLOSED IN FACT SHEETS SUBMITTED TO THE PROJECT REVIEW COMMITTEE OR TO THE TRANSACTION COMMITTEE OF THE BOARD OF DIRECTORS FOR THE APPROVAL OF CONSERVATION REAL ESTATE TRANSACTIONS. ONCE A YEAR ALL BOARD MEMBERS ARE POLLED ABOUT TRANSACTIONS AND ARRANGEMENTS WITH THE ORGANIZATION. AWARENESS OF THE POLICY IS HIGH, AS EVIDENCED BY QUESTIONS PRESENTED TO THE OFFICE OF THE GENERAL COUNSEL. IF A MATTER IS BROUGHT TO THE BOARD OF DIRECTORS FOR REVIEW, THE BOARD MEMBER WHO IS THE SUBJECT OF THE REVIEW IS REQUIRED TO BE ABSENT FROM THE DISCUSSION AND VOTE ON THE MATTER, AND WITH RESPECT TO ALL CONFLICTS REVIEWS, THE INTERESTED PARTY MUST BE FOUND TO HAVE HAD NO ROLE IN OR INFLUENCE OVER THE DECISION. IF A TRANSACTION IS FOUND TO PRESENT AN UNACCEPTABLE CONFLICT OF INTEREST, THE TRANSACTION IS PROHIBITED OR ITS TERMS MUST BE REVISED SUCH THAT IT CAN MEET THE STANDARDS REQUIRED UNDER THE POLICY, NAMELY (A) ALL MATERIAL INTERESTS HAVE BEEN DISCLOSED; (B) THE TRANSACTION IS DEEMED TO BE FAIR AND REASONABLE TO TPL AND IN TPL'S BEST INTERESTS; (C) THE TRANSACTION DOES NOT CONFER ANY SPECIAL BENEFIT ON THE INTERESTED PARTY; AND (D) THE INTERESTED PARTY DOES NOT HAVE ANY ROLE IN THE DECISION AND HAS NOT INFLUENCED THE DECISION.
FORM 990, PART VI, SECTION B, LINE 15ATHE TRUST FOR PUBLIC LAND CONTRACTED WITH AN INDEPENDENT COMPENSATION CONSULTANT, WHO PROVIDED COMPARABILITY DATA AND ANALYSIS FOR THE CEO. THIS INFORMATION WAS PROVIDED TO THE BOARD OF DIRECTORS, WHO APPROVED THE CEO COMPENSATION, WHICH DECISION IS REFLECTED IN THE BOARD MINUTES.
FORM 990, PART VI, SECTION C, LINE 19ANNUAL AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE TRUST FOR PUBLIC LAND'S WEBSITE (WWW.TPL.ORG). ARTICLES OF INCORPORATION ARE AVAILABLE ON THE CALIFORNIA SECRETARY OF STATE WEBSITE. BOTH ARE ALSO MADE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE.
FORM 990, PART VII: TPL OFFICERS OR KEY EMPLOYEES CYNTHIA SCHERER, ERNEST COOK, M. HOLLY HAUGH, AND WILLIAM B. ROGERS SERVED IN VARIOUS CAPACITIES FOR RELATED ORGANIZATIONS AS DID SEVERAL BOARD MEMBERS.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF SPLIT INTEREST TRUSTS 1,038,183. CHANGE IN VALUE OF LAND HOLDINGS -529,000. UNCOLLECTIBLE GRANTS -645,575. INVESTMENT IN AFFILIATES 275,817.CHANGES IN NET ASSETS OR FUND BALANCES:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrgDirect Controlling Entity NADirectControllingEntityNA
CALIFORNIA CONSERVATION TRUST
101 MONTGOMERY STREET STE 900SAN FRANCISCOCA94104320151535TO SUPPORT THE TRUST FOR PUBLIC LANDCA501(C)(3)LINE 7THE TRUST FOR PUBLIC LAND0
COAST DAIRIES & LAND COMPANY
101 MONTGOMERY STREET STE 900SAN FRANCISCOCA94104940392095TO SUPPORT THE TRUST FOR PUBLIC LANDCA501(C)(3)11A, TYPE ITHE TRUST FOR PUBLIC LAND1
THE CONSERVATION CAMPAIGN
101 MONTGOMERY STREET STE 900SAN FRANCISCOCA94104043515341TO SUPPORT FUNDING MEASURES FOR PARKS AND CONSERVATIONCA501(C)(4)THE TRUST FOR PUBLIC LAND0
THE STENNING ON LAKE GENEVA CONSERVANCY SOCIETY
300 N LASALLE STREET STE 4000CHICAGOIL60654364245203TO SUPPORT THE TRUST FOR PUBLIC LANDIL501(C)(3)11A, TYPE III0N/A

Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)

Primary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityControlled OrgControlledOrg
CHARITABLE REMAINDER TRUSTS (26)
INVESTMENTSCATHE TRUST FOR PUBLIC LANDT1
POOLED INCOME FUND (6)
INVESTMENTSCATHE TRUST FOR PUBLIC LANDT1
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
THE CONSERVATION CAMPAIGN
B388250CASH GRANTS
THE CONSERVATION CAMPAIGN
O179022EMPLOYEE TIMESHEETS

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