2011-07-22T16:22:15-05:00 2010-03-31 HOOD & STRONG LLP CPAS 100 FIRST STREET 14th FLOOR SAN FRANCISCO CA 94105 990 2009-04-01 237222333 The Trust for Public Land TRUS 4154954014 101 Montgomery Street STE 900 San Francisco CA 94104 cynthia scherer 4154954014 2011-07-22 1 4157810793 2009 2016-02-24 21:20:13Z X WILLIAM B ROGERS 101 Montgomery Street STE 900 San Francisco CA 94104 230860603 0 2659 X WWW.TPL.ORG X 1972 CA The 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. 23 22 457 517 0 0 149769783 104927533 32043896 17560902 5721430 5109615 52947 72225 187588056 127670275 121885592 60662766 0 38826493 29471810 492497 484361 7375730 46936751 33323064 208141333 123942001 -20553277 3728274 320894996 332533652 135894121 140536832 185000875 191996820 The Trust for Public Land CONSERVES LAND FOR PEOPLE TO ENJOY AS PARKS, GARDENS, AND OTHER NATURAL PLACES, ENSURING LIVABLE COMMUNITIES FOR GENERATIONS TO COME. 0 0 84043611 60021197 7039426 Conservation Transactions:TPL completed 145 conservation transactions that protected 46,467 acres in 30 states and the U.S. Virgin Islands with a market value of $229 million. Among these many projects, TPL protected key inholdings in Zion, Maho Bay, and Congaree National Parks and added 1,800 acres to the Columbia River Gorge National Scenic Area. In Louisiana, TPL added more than 1,500 acres to the Tensas National Wildlife Refuge in a project that included tree planting to promote carbon sequestration. In Utah, two major easement projects prevented development on more than 5,000 acres of ranchland. In Montana, TPL completed the protection of the New World Mining District at the headwaters of the Yellowstone River. 16354112 103091 9468644 Urban Parks and Playgrounds:In its fiscal year ending March 31, 2010, TPL completed 33 urban park and playground projects. In New York City, TPL replaced nine bare asphalt school yards with state-of-the-art community parks and playgrounds as part of an ongoing partnership with the city's department of education and Mayor Michael Bloomberg's Plan NYC. In Newark, New Jersey, TPL completed construction of Nat Turner Park, Newark's largest city-owned park, and opened a portion of the new Jesse Allen Park. In New Orleans, TPL completed restoration of the Big Lake Trail and Meadow, which had been destroyed in Hurricane Katrina. And in Los Angeles, TPL completed installation of 19 Fitness Zones in city parks, placing outdoor exercise gear in neighborhoods where many residents can't afford to belong to a gym. 3895302 536614 700342 Conservation Services:TPL completed 33 projects to help states and communities define conservation priorities, identify land to be protected, and plan networks of protected land to meet public need. TPL's Conservation Finance Service helped pass 7 state and local ballot measures that will generate $417.5 million for conservation-including the renewal of New Jersey's pioneering Green Acres funding program. 1855672 1864 352490 Other program services include miscellaneous technical services, reimbursements, and royalties on conservation publications. 1855672 1864 352490 106148697 1 1 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 285 0 1 457 1 0 0 0 0 0 1 1 0 0 0 23 22 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR AZ CA CO CT FL GA IL KS KY LA MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WV WI X X X Cindy Scherer 4154954014 101 Montgomery Street STE 900 SAN FRANCISCO CA 94104 WILLIAM ROGERS 40.00 X X 245122 0 21735 STEPHEN BAIRD 1.00 X 0 0 0 BRIAN M BEITNER 1.00 X 0 0 0 GEORGE BELL 1.00 X 0 0 0 MARGARET L BROWN 1.00 X 0 0 0 ROBERT E CARLSON 1.00 X 0 0 0 PAGE KNUDSEN COWLES 1.00 X 0 0 0 WILLIAM J CRONON 1.00 X 0 0 0 GEORGE P DENNY 1.00 X 0 0 0 DOUGLAS DURST 1.00 X 0 0 0 DOUGLAS P FERGUSON 1.00 X 0 0 0 JAMES S HOYTE 1.00 X 0 0 0 ELLIOTT P LAWS 1.00 X 0 0 0 EUGENE LEE 1.00 X 0 0 0 CAROLINE NIEMCZYK 1.00 X 0 0 0 MICHAEL E PATTERSON 1.00 X 0 0 0 CLAUDIA A POLLEY 1.00 X 0 0 0 CARLA PRYNE 1.00 X 0 0 0 TOM REEVE 1.00 X 0 0 0 ROY RICHARDS JR 1.00 X 0 0 0 MARTIN J ROSEN 1.00 X 0 0 0 JAMES D SANO 1.00 X 0 0 0 KENT J THIRY 1.00 X 0 0 0 SHERYL TISHMAN 1.00 X 0 0 0 F JEROME TONE 1.00 X 0 0 0 MARTHA WYCKOFF 1.00 X 0 0 0 NELSON LEE 40.00 X 156980 0 20204 cynthia SCHERER 40.00 X 162242 0 23142 BOWEN BLAIR 40.00 X 151681 0 20076 D ERNEST COOK 40.00 X 157101 0 20220 JAY DEAN 40.00 X 151056 0 20125 ROGER HOESTEREY 40.00 X 157596 0 20179 CYNTHIA WHITEFORD 40.00 X 151848 0 20032 W DALE ALLEN 40.00 X 147848 0 10709 ROSE HARVEY 40.00 X 142364 0 20220 ROBERT MCCLYMONDS 40.00 X 141929 0 2714 GREGORY CHELIUS 40.00 X 136904 0 9908 TILY SHUE 40.00 X 128047 0 19807 2030718 0 229071 51 0 1 0 MARK K MORRISON ASSOCIATES 242 WEST 30TH STREET SUITE 403 NEW YORK NY 10001 LANDSCAPE ARCHITECT 607665 LEE WEINTRAUB LANDSCAPE ARCHITECT 59 EDGECLIFF TERRACE YONKERS NY 10705 LANDSCAPE ARCHITECT 563193 HATCH MOTT MACDONALD INC PO BOX 7777 PHILADELPHIA PA 19175 ENGINEERING/FEASIBILITY & ARCHITECT 556856 WRNS STUDIO LLP 501 2ND STREET SUITE 402 SAN FRANCISCO CA 94107 CONSTRUCTION/PARK DEVELOPMENT 371432 SAN FRANCISCO REC & PARKS DEPT 30 VAN NESS 5TH FLOOR SAN FRANCISCO CA 94102 CONSTRUCTION/PARK DEVELOPMENT 319950 17 46307 26298567 78582659 26580248 104927533 Govt cost reimbursemen 900099 10233320 10233320 Landowner fee 531190 3729040 3729040 Govt contract Fee 900099 845928 845928 Project reimbursements 900099 752463 752463 Join it s if entJ 541900 658511 658511 1341640 1341640 17560902 2207395 2207395 59227 59227 96419904 9646300 93901223 9262761 2518681 383539 2902220 383539 2518681 25149 46307 14700 10449 10449 14193 11644 2549 2549 127670275 17946990 0 4795752 60662766 60662766 1464870 857978 437090 169802 22604303 14129892 4930268 3544143 114900 71937 25177 17786 3394127 2124827 744231 525069 1893610 1181986 421970 289654 164768 127261 23766 13741 225135 39938 117348 67849 67223 11925 35039 20259 484361 484361 10660 1891 5556 3213 7176349 6571219 372441 232689 351680 192107 101332 58241 2305674 912990 809936 582748 521767 166388 311015 44364 4152302 2442906 1149341 560055 1714969 1029533 200266 485170 220933 115609 46102 59222 2131848 1954940 124375 52533 333436 100773 204883 27780 767483 552304 161117 54062 PROJECT SITE DEVELOPMEN 9914201 9907069 7132 APPRAISAL SERVICES 1464816 1464816 OTHER PROJECT RELATED E 744535 744000 535 ACQUISITION & CONVEYANC 734338 734338 OTHER OPERATING EXPENSE 320947 49304 196321 75322 123942001 106148697 10417574 7375730 X 972844 -7233 3107677 5867582 12879064 12288416 10936288 8225304 3735942 3701403 155283 170135 5914156 4554606 1538277 1359550 79056178 82989596 208513443 217938899 320894996 332533652 12780447 13303036 6746185 7993518 77542653 66167967 38824836 53072311 135894121 140536832 X 25697817 35921066 148455685 145226604 10847373 10849150 185000875 191996820 320894996 332533652 X 0 1 1 X 1 1 X 137850623 187924093 206576978 149769783 104926316 787047793 137850623 187924093 206576978 149769783 104926316 787047793 3899315 783148478 3330459 3580755 4108665 3627098 2266672 16913649 20135 20026 40161 803080 139508 90074 1032662 805034265 119863548 0.97280 0.97060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 127347 662919 790266 123151735 123942001 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 930145 657139 843333 790266 3220883 250000 250000 250000 250000 1000000 1500000 80083 63956 55686 127347 327072 X X X X X 16 325.00 1 0 1 8 1 34.00 2431 1 20006 20006 20006 20006 1.00000 0 0 2629429 1683493 945936 839672 679324 160348 2181533 1934134 247399 263522 257655 5867 1359550 mutual funds 6115133 F harbor properties, inc. 213145 F Debt Securities 76661318 F 82989596 deposits on land transactions 2000481 investment in affiliates 38362245 miscellaneous 211459 open space holdings 117535734 ASSETS HELD IN CHARITABLE TRUSTS 59828980 217938899 liab to beneficiaries of charitable trusts 44558248 mitigation advances 1497360 OPTION PAYMENTS 7016703 53072311 127670275 123942001 3728274 5756921 -2489250 3267671 6995945 131346971 5756921 382681 4038206 10177808 121169163 6501112 6501112 127670275 124351026 382681 26344 409025 123942001 0 123942001 Part II, Line 3: Explanation of Changes to Conservation Easements: During the year, the trust transferred its rights and obligations for the conservation restriction on approximately 1.25 acres of land in Essex County, MA, to the town of Newburyport, MA. Part II, Line 9: Description of How Organization Reports Conservation Easements: Easements 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, 2010, easements valued at $30,219,000 were acquired and $35,518,000 conveyed. During the year ended March 31, 2009, easements valued at $73,509,000 were acquired and $76,407,000 conveyed. Part XI, Line 8 - Other Adjustments: IMPAIRMENT LOSS: -6501112. CHANGE IN VALUE OF SPLIT INTEREST: 4051271. Investment in affiliates and other adjustments: -39410. Rounding: 1. Part XII, Line 2d - Other Adjustments: EQUITY IN VALUE OF SPLIT INTEREST AGREEMENT: 4051271. COST OF GOODS SOLD: 11644. SPECIAL EVENTS DIRECT EXPENSES: 14700. Equity in affiliates: -39410. Rounding: 1. Part XII, Line 4b - Other Adjustments: IMPAIRMENT LOSS ON LAND HOLDINGS: 6501112. Part XIII, Line 2d - Other Adjustments: SPECIAL EVENTS DIRECT EXPENSES: 14700. Cost of Goods Sold: 11644. Form 990, Schedule D, Part XII, Line 1 Total revenue, gains, and other support per audited financial statements presented is the unconsolidated revenue per supplemental information contained in the audit. The amount presented is not the total revenue, gains, and other support per audit on a consolidated basis. Form 990, Schedule D, Part XIII, Line 1 Total expenses and losses per audited financial statements presented is the unconsolidated expenses and losses per supplemental information contained in the audit. The amount presented is not the total expenses and losses per audit on a consolidated basis. X X X X X X X 1 ANDY SPAHN & ASSOCIATES Cahuenga Campaign 0 2363233 100000 2263233 Renee M Simi Direct Mail 0 1756560 138000 1618560 PHYLLIS SHAPIRO Grant Writing - South 0 550000 45500 504500 JENNIFER PATRICK Institutional Giving NY 0 539780 20000 519780 SALLY RANDEL Capacity Building 0 255084 93600 161484 CARLA FRISK Central Coast 0 21478 58869 -37391 WEALTHENGINECOM Capacity Building 0 0 23388 0 5486135 479357 5030166 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY GA Hot Dogs & Hard Times 17705 12805 4900 Annie Oakley Event 37980 29385 8595 7599 3 15771 4117 11654 7101 71456 46307 25149 14700 14700 10449 1 CA Dept of Fish & Game 1807 13th Street Suite 103 Sacramento CA 95814 CA Dept of Fish & Ga 1550000 Appraisal Bargain Sale of 64.31 Acres of Land Land Conservation CA Dept of Parks & Recreations One Capitol Mall Suite 500 Sacramento CA 95814 CA Dept of Parks & R 2110938 appraisal Bargain Sale of 44.37 Acres of Land Land Conservation CA Dept of Parks & Recreation One Capitol Mall Suite 500 Sacramento CA 95814 CA Dept. of Parks & 1000000 appraisal Bargain Sale of 632.28 Acres of Land Land Conservation Central Arkansas Water 221 East Capitol Ave Little Rock AR 72201 Central Arkansas Wat 40000 appraisal Bargain Sale of 915.038 Acres of Land Land Conservation City of Asheville POB 7148 Asheville NC 28802 City of Asheville 25000 appraisal Bargain Sale of 0 Acres of Land Land Conservation City of Ellsworth 1 City Hall Plaza POB 586 Ellsworth ME 04605 City of Ellsworth 297500 appraisal Donation of 425 Acres of Land Land Conservation City of Gresham 1333 NW Eastman Parkway Gresham OR 97030 City of Gresham 185000 appraisal Donation of 1.77 Acres of Land Land Conservation City of Lindstrom 13292 Sylvan Ave Lindstrom MN 55045 City of Lindstrom 318000 appraisal Bargain Sale of 64 Acres of Land Land Conservation City of New York 100 Church Street New York NY 10007 City of New York 1925000 appraisal Bargain Sale of 1.26 Acres of Land Land Conservation City of St Pete Beach 155 Corey Avenue St Pete Beach FL 33706 City of St. Pete Bea 485000 appraisal Donation of 0.68 Acres of Land Land Conservation City of West Linn 22500 Salamo Road West Linn OR 97068 City of West Linn 830000 appraisal Donation of 14.07 Acres of Land Land Conservation Colorado DNR 6060 Broadway Denver CO 80216 Colorado DNR 272000 appraisal Bargain Sale of 507.65 Acres of Easement Land Conservation County of Anoka 2100 3rd Ave Anoka MN 55304 County of Anoka 8000 appraisal Donation of 212 Acres of Land Land Conservation CT Dept of Environmental Protection 79 Elm Street Hartford CT 06106 CT Dept of Environme 2923963 appraisal Donation of 318.486 Acres of Easement Land Conservation CT Dept of Environmental Protection 79 Elm Street Hartford CT 06106 CT Dept of Environme 1430111 appraisal Donation of 140.91 Acres of Easement Land Conservation CT Dept of Environmental Protection 79 Elm Street Hartford CT 06106 CT Dept of Environme 780909 appraisal Donation of 85.368 Acres of Easement Land Conservation CT Dept of Environmental Protection 79 Elm Street Hartford CT 06106 CT Dept of Environme 590435 appraisal Donation of 34.12 Acres of Easement Land Conservation CT Dept of Environmental Protection 79 Elm Street Hartford CT 06106 CT Dept of Environme 156853 appraisal Donation of 81.199 Acres of Easement Land Conservation Dept of Energy - Energy Efficiency & Renewable Energy Mail Stop 1501 1617 Cole Boulevard Golden CO 80401 Dept of Energy - Ene 880000 appraisal Bargain Sale of 314 Acres of Easement Land Conservation Gallatin County MT 311 West Main Street Bozeman MT 59715 Gallatin County, MT 2941680 appraisal Bargain Sale of 812 Acres of Easement Land Conservation Gallatin County MT 311 West Main Street Bozeman MT 59715 Gallatin County, MT 672000 appraisal Bargain Sale of 400 Acres of Easement Land Conservation ME Dept of Conservation 22 State House Station Harlow Building Augusta ME 04333 ME Dept of Conservat 300000 appraisal Bargain Sale of 3363.84 Acres of Easement Land Conservation MN Dept of Natural Resources 500 Lafayette Road Box 25 St Paul MN 55155 MN Dept of Natural R 760000 appraisal Bargain Sale of 440 Acres of Land Land Conservation MN Dept of Natural Resources 500 Lafayette Road St Paul MN 55155 MN Dept of Natural R 25000 appraisal Donation of 37.17 Acres of Land Land Conservation MN Dept of Natural Resources 500 Lafayette Road St Paul MN 55155 MN Dept of Natural R 5000 appraisal Donation of 80.69 Acres of Land Land Conservation Morris County Parks Commission 53 East Hanover Avenue Morristown NJ 07962 Morris County Parks 8265000 appraisal Bargain Sale of 165.29 Acres of Land Land Conservation National Park Sevice PO Box 710 St John VI 00831 National Park Sevice 370000 appraisal Bargain Sale of 26.608 Acres of Land Land Conservation NJ Dept of Environmental Protection 501 East State Street Trenton NJ 08625 NJ Dept of Environme 70817 appraisal Bargain Sale of 166.351 Acres of Land Land Conservation OH Dept of Natural Resources 2045 Morse Road Building G-3 Columbus OH 43229 OH Dept of Natural R 860000 appraisal Donation of 147.4931 Acres of Land Land Conservation Plaquemines Parish Government 8056 Highway 23 Belle Chasse LA 70037 Plaquemines Parish G 1750000 appraisal Bargain Sale of 201.54 Acres of Land Land Conservation Rockingham County Conservation District 110 North Road Brentwood NH 03833 Rockingham County Co 1268000 appraisal Bargain Sale of 40.264 Acres of Easement Land Conservation Santa Fe County 100 Grant St Santa Fe NM 87501 Santa Fe County 10000 appraisal Donation of 0.8 Acres of Land Land Conservation Stark County Park District 5300 Tyner St NW Canton OH 44708 Stark County Park Di 240000 appraisal Donation of 130 Acres of Land Land Conservation State of HI-Div Of Forestry & Wildlife 1151 Punchbowl St Honolulu HI 98613 State of HI - Div. O 2389235 appraisal Bargain Sale of 3578.708 Acres of Land Land Conservation State of NH Dept of Fish & Game 11 Hazen Drive Concord MA 03301 State of NH Dept. of 127072 appraisal Bargain Sale of 11.56 Acres of Land Land Conservation State of North Carolina 1321 Mail Service Center Raleigh NC 27699 State of North Carol 1810600 appraisal Bargain Sale of 265.36 Acres of Land Land Conservation State of Washington 1111 Israel Road SW Tumwater WA 98504 State of Washington 60000 appraisal Bargain Sale of 110.3 Acres of Land Land Conservation Town of North Andover 120 Main Street North Andover MA 01845 Town of North Andove 330512 appraisal Bargain Sale of 160 Acres of Land Land Conservation Town of Scarborough Scarborough Municipal Bldg 259 US Route One Scarborough ME 04074 Town of Scarborough 170000 appraisal Donation of 11.4 Acres of Land Land Conservation Town of York ME 186 York Street York ME 03909 Town of York, ME 35000 appraisal Donation of 128.77 Acres of Easement Land Conservation US Fish & Wildlife Service 300 Westgate Center Drive Hadley MA 01035 US Fish & Wildlife S 545280 appraisal Bargain Sale of 6.56 Acres of Land Land Conservation US Fish & Wildlife Service 152 Pleasant Plains Road Basking Ridge NJ 07920 US Fish & Wildlife S 15000 appraisal Donation of 27.69 Acres of Land Land Conservation US Forest Service PO Box 6003 Nevada City CA 95959 US Forest Service 600000 appraisal Bargain Sale of 480 Acres of Land Land Conservation US Forest Service 8901 Grant Avenue Place Duluth MN 55808 US Forest Service 496700 appraisal Bargain Sale of 25 Acres of Land Land Conservation US Forest Service 35 College Drive South Lake Tahoe CA 96150 US Forest Service 256000 appraisal Bargain Sale of 320 Acres of Land Land Conservation US Forest Service 8901 Grant Avenue Place Duluth MN 55808 US Forest Service 109800 appraisal Bargain Sale of 5 Acres of Land Land Conservation USDA Forest Service 200 East Broadway Missoula MT 59807 USDA Forest Service 484000 appraisal Donation of 668.63 Acres of Land Land Conservation USDA Forest Service 200 East Broadway Missoula MT 59807 USDA Forest Service 30000 appraisal Donation of 145 Acres of Land Land Conservation UT Dept of Agriculture & Food 350 North Redwood Road Salt Lake City UT 84114 UT Dept of Agricultu 745000 appraisal Donation of 357 Acres of Easement Land Conservation UT Dept of Natural Resources 1594 West North Temple Suite 3520 Salt Lake City UT 84114 UT Dept of Natural R 217000 appraisal Donation of 2393.64 Acres of Easement Land Conservation UT Dept of Natural Resources 1594 West North Temple Suite 3520 Salt Lake City UT 84114 UT Dept. of Natural 551225 appraisal Donation of 2602.01 Acres of Easement Land Conservation WA State Dept of Natural Resources 1111 Washington Street SE Olympia WA 98504 WA State Dept of Nat 2085000 appraisal Bargain Sale of 70.85 Acres of Land Land Conservation 13 Mile Woods Association Inc PO Box 263 Errol NH 03579 203947808 501(c)(3) 315000 appraisal Bargain Sale of 1838.7 Acres of Land Land Conservation CO Cattlemen's Agriculural Land Trust 8833 Ralston Road Arvada CO 80002 841317592 501(c)(3) 1094850 appraisal Bargain Sale of 660 Acres of Easement Land Conservation Forest Society of Maine 115 Franklin St 3rd Floor Bangor ME 04401 020413555 501(c)(3) 934000 appraisal Bargain Sale of 771 Acres of Easement Land Conservation Frenchman Bay Conservancy POB 150 Hancock ME 04640 222849309 501(c)(3) 666000 appraisal Bargain Sale of 425 Acres of Easement Land Conservation Land Trust of Upper Arkansas PO Box 942 Salida CO 81201 841594923 501(c)(3) 635000 appraisal Bargain Sale of 507.65 Acres of Easement Land Conservation Lord Berkeley Conservation Trust PO Box 6122 Moncks Corner SC 29461 576140810 501(c)(3) 1115300 appraisal Bargain Sale of 1032.3 Acres of Easement Land Conservation New Jersey Conservation Fund 170 Longview Road Far Hills NJ 07960 226065456 501(c)(3) 2225000 appraisal Bargain Sale of 62.8 Acres of Land Land Conservation North Coast Land Conservancy Inc PO Box 67 Seaside OR 97138 930957815 501(c)(3) 400000 appraisal Bargain Sale of 106.74 Acres of Land Land Conservation Park Works Inc 1422 Euclid Avenue Cleveland OH 44115 341212421 501(c)(3) 2066000 appraisal Donation of 3.23 Acres of Land Land Conservation Rio Grande Headwaters Land Trust PO Box 189 Monte Vista CO 81144 841495770 501(c)(3) 565000 appraisal Bargain Sale of 434.79 Acres of Easement Land Conservation Scenic America-Florida Chapter Inc 4401 Emerson Street Suite 10 Jacksonville FL 32207 593516846 501(c)(3) 11620 appraisal Donation of 3.32 Acres of Land Land Conservation Shasta Land Trust 1918 West Street Reeding CA 96099 680441184 501(c)(3) 100000 appraisal Donation of 436.44 Acres of Easement Land Conservation Truckee Donner Land Trust POB 8166 Truckee CA 96162 680245327 501(c)(3) 2900000 appraisal Bargain Sale of 1173.99 Acres of Land Land Conservation Windrush Farm Therapeutic Equitation Inc 30 Brookview Road Boxford MA 01921 042476717 501(c)(3) 85000 appraisal Bargain Sale of 34.8 Acres of Land Land Conservation Beaufort County PO Drawer 1228 Beaufort SC 29901 Beaufort County 1562111 General Support Metro Regional Government 600 NE Grand Ave Portland OR 97232 Metro 90000 General Support Town of Hollis ME 34 TOWN FARM ROAD Hollis ME 04042 Town of Hollis, ME 50000 Stewardship Grant Washington DNR 111 Washington Street SE Olympia WA 98504 Washington, DNR 10000 Easement Monitoring Town of Hollis ME 34 TOWN FARM ROAD Hollis ME 04042 Town of Hollis, ME 9800 Stewardship Grant Rockingham County Conservation District 110 North Road Brentwood NH 03833 Rockingham County Co 9000 General Support Town of Harwington 100 Bentley Drive Harwington CT 06791 Town of Harwington 5000 General Support AMERICAN LITTORAL SOCIETY 18 HARISHORNE DRIVE SUITE 1 HIGHLANDS NJ 077324012 221731073 501(c)(3) 5000 Program Support AUDUBON SOCIETY OF PORTLAND 5151 NW CORNELL ROAD PORTLAND OR 97210 936026088 501(c)(3) 6000 OFO Connecting Green Contribution BANGOR LAND TRUST PO BOX 288 BANGOR ME 04402 330997433 501(c)(3) 5000 General Operating Support BOSTON FUND FOR PARKS AND RECREATION - CITY OF BOSTON 1010 MASSACHUSETTS AVE 3rd FLOOR BOSTON MA 02118 042784811 501(c)(3) 50000 Endowment for Elmhurst Park COBB LANDMARKS AND HISTORICAL SOCIETY INC 145 DENMEAD ST MARIETTA GA 30060 581827362 501(c)(3) 232877 General Support Colorado Cattlemens Agricultural Land Trust 8833 Ralston Road Arvada CO 80002 841317592 501(c)(3) 5000 General Support COLORADO CONSERVATION TRUST 2334 BROADWAY SUITE A BOULDER CO 80304 841565898 501(c)(3) 15000 Conservation Partnership CONSERVATION BIOLOGY INSTITUTE 136 SW WASHINGTON AVE Suite 202 CORVALLIS OR 97333 911840582 501(c)(3) 66558 Stewardship Grant DEFENDERS OF WILDLIFE PO BOX 1553 MERRIFIELD VA 221161553 530183181 501(c)(3) 40975 Stewardship Grant DUCKS UNLIMITED INC 1220 EISENHOWER PLACE ANN HARBOR MI 48108 135643799 501(c)(3) 50464 Stewardship Grant Essex County Greenbelt Association 82 Eastern Avenue Essex MA 01929 042664297 501(c)(3) 15000 Stewardship Grant FOREST SOCIETY OF MAINE 115 FRANKLIN ST 3RD FLOOR BANGOR ME 04401 020413555 501(c)(3) 17500 General Support Forest Society of Maine 115 FRANKLIN ST 3RD FLOOR BANGOR ME 04401 020413555 501(c)(3) 7500 General Support Frenchman Bay Conservancy POB 150 Hancock ME 04640 222849309 501(c)(3) 17500 General Support FRENCHMAN BAY CONSERVANCY 71 TIDAL FALLS RD HANCOCK ME 04640 222849309 501(c)(3) 7500 General Support GALLATIN VALLEY LAND TRUST PO BOX 7021 BOZEMAN MT 59715 810464513 501(c)(3) 35000 Stewardship Grant Hawaii Community Foundation 1164 Bishop St Suite 800 Honolulu HI 96813 990261283 501(c)(3) 295000 General Support Kittitas Conservation Trust 205 W Alaska Avenue Roslyn WA 98941 546569291 501(c)(3) 75000 Stewardship Grant Land Trust of the Upper Arkansas PO Box 942 Salida CO 81201 841594823 501(c)(3) 28400 Stewardship Grant LONG BEACH ISLAND FOUNDATION OF THE ARTS AND SCIENCES 120 LONG BEACH BLVD LOVELADIES NJ 08008 226049190 501(c)(3) 5000 Program Support Lord Berkeley Conservation Trust 223 N Live Oak Dr Moncks Corner SC 29461 576140810 501(c)(3) 40930 Stewardship Grant MAINE ASSOCIATION OF CONSERVATION COMMISSIONS 451 BLACKSTRAP ROAD FALMOUTH ME 04105 016035847 501(c)(3) 10000 General Support MAINE COMMUNITY FOUNDATION 245 MAIN ST ELLSWORTH ME 04605 010391479 501(c)(3) 200000 Stewardship Grant for Stowe Mountain Easement Maine Community Foundation 245 Main Street Ellsworth ME 04605 010391479 501(c)(3) 5200 Stewardship Grant NATION FORD LAND TRUST PO BOX 431 FORT MILL SC 29716 570890903 501(c)(3) 6500 Stewardship Grant NATURESERVE 1101 WILSON BLVD 15TH FL ARLINGTON VA 22299 521884438 501(c)(3) 75117 Stewardship Grant NEW HAMPSHIRE PRESERVATION ALLIANCE PO BOX 268 CONCORD NH 03302 222603277 501(c)(3) 17500 General Support PORTLAND TRAILS 305 COMMERCIAL ST PORTLAND ME 04101 010463028 501(c)(3) 31750 General Operating Support Prickly Pear Land Trust PO Box 892 Helena MT 59624 810506969 501(c)(3) 325000 Stewardship Grant PROJECT USE PO BOX 837 RED BANK NJ 07701 222290052 501(c)(3) 37005 Grant for Park Maintenance RIO GRANDE HEADWATER LAND TRST 0881 HIGHWAY 285 MONTE VISTA CO 81144 841495770 501(c)(3) 15000 Stewardship Grant SAN ISABEL LAND PROTECTION TRUST PO BOX 124 WESTCLIFFE CO 81252 841311010 501(c)(3) 50000 Stewardship Grant SANDY SPRINGS CONSERVANCY PO BOX 888996 SANDY SPRINGS GA 30356 043839633 501(c)(3) 26555 Grant for land protection ST SIMONS LAND TRUST INC PO BOX 24615 ST SIMONS ISLAND GA 31523 582598986 501(c)(3) 68643 Operating Grant to share project expense. ST SIMONS LAND TRUST INC PO BOX 24615 ST SIMONS ISLAND GA 31522 582598986 501(c)(3) 45762 General Support Strafford Rivers Conservancy Inc POB 623 Dover NH 03820 020430387 501(c)(3) 10000 General Support The Conservation Campaign 33 UNION ST FL 4 BOSTON MA 021082414 043515341 501(c)(4) 222725 General Operating Support - Lobbying The Conservation Campaign 33 UNION ST FL 4 BOSTON MA 021082414 043515341 501(c)(4) 22350 General Operating Support - Non-Lobbying The Nature Conservancy 4245 N FAIRFAX DR STE 100 ARLINGTON VA 22203 510228311 501(c)(3) 623900 Grant to support Montana Legacy Project. The Nature Conservancy 4245 N FAIRFAX DR STE 100 ARLINGTON VA 22203 510228311 501(c)(3) 5000 General Support The Shasta Land Trust 1918 West Street Suite D Redding CA 96099 680441184 501(c)(3) 134185 General Operating Support THE SIERRA FUND 409 SPRING ST NEVADA CITY CA 95959 680485725 501(c)(3) 5000 General Support THE VITAL GROUND FOUNDATION BUILDING T-2 FORT MISSOULA ROAD MISSOULA MT 59804 870483446 501(c)(3) 13500 General Operating Grant for Montana Legacy Program Truckee Donner Land Trust POB 8166 Truckee CA 96162 680245327 501(c)(3) 65730 General Support TWIN CITIES PUBLIC TELEVISION 172 EAST 4TH STREET ST PAUL MN 55101 410769851 501(c)(3) 5000 Parks for People Documentary Urban Garden Connections 232 E 11th St New York NY 10003 263485088 501(c)(3) 15846 General Support WASHINGTON WILDLIFE & RECREATION COALITION 5400 CALIFORNIA AVE SUITE B SEATTLE WA 98136 911190821 501(c)(3) 5000 General Operating Support 100 1 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: GRANTEES ADHERE TO MONITORING AND REPORTING REQUIREMENTS ASSOCIATED WITH GRANTS FROM THE TRUST FOR PUBLIC LAND. X X X X 1 0 0 0 0 0 0 0 0 WILLIAM ROGERS 245122 0 0 0 0 0 4386 0 17349 0 266857 0 0 0 NELSON LEE 156980 0 0 0 0 0 2762 0 17442 0 177184 0 0 0 cynthia SCHERER 162242 0 0 0 0 0 2828 0 20314 0 185384 0 0 0 BOWEN BLAIR 151681 0 0 0 0 0 2634 0 17442 0 171757 0 0 0 D ERNEST COOK 157101 0 0 0 0 0 2778 0 17442 0 177321 0 0 0 JAY DEAN 151056 0 0 0 0 0 2683 0 17442 0 171181 0 0 0 ROGER HOESTEREY 157596 0 0 0 0 0 2737 0 17442 0 177775 0 0 0 CYNTHIA WHITEFORD 151848 0 0 0 0 0 2683 0 17349 0 171880 0 0 0 W DALE ALLEN 147848 0 0 0 0 0 1988 0 8721 0 158557 0 0 0 ROSE HARVEY 142364 0 0 0 0 0 2778 0 17442 0 162584 0 0 0 Part I, Line 4a: As part of an organizational restructuring W. Dale Allen received a severance payment of $82,800. X 88 1348093 Actively traded X 62 25232155 appraisal 0 1 0 Method for Determining Number of Contributors: Part I, Column (b): The number of contributors is the number of individuals contributing non-cash contributions, not the number of transactions. Form 990, Part VI, Section A, line 2 DIRECTORS F. JEROME TONE AND MARTHA WYCKOFF ARE MARRIED TO EACH OTHER. Form 990, Part VI, Section A, line 4 The Bylaws of the organization were amended January 1, 2010 to create a new committee of the board of directors overseeing transactions and to modify the descriptions and powers of the other committees, along with other minor modifications. Form 990, Part VI, Section B, line 11 The draft 990 is initially reviewed by the Treasurer, Controller, and Secretary. The draft 990 is then forwarded to the Audit Committee of the Board of Directors of The Trust for Public Land. The Audit Committee meets with TPL's accounting firm, Treasurer, and Controller. Any questions or clarifications from this meeting are then incorporated into the final document which is forwarded to the full Board of Directors for their review prior to filing. Form 990, Part VI, Section B, line 12c The organization is covered by the comprehensive conflict of interest policy instituted by The Trust for Public Land. The policy requires potential conflicts of interest to be brought to the attention of the general counsel, and, if necessary, to be reviewed by one of two internal committees. This policy is provided to all staff, and reminders of the policy are issued periodically. The conflict of interest policy is discussed in orientation meetings with new staff, and in meetings of legal and project staff, the two groups most likely to encounter potential conflict of interest. Additionally, potential conflicts of interest are on the checklist of matters to be disclosed in fact sheets sumitted to the transactions committee or the project review committee for approval of conservation real estate transactions. The policy is provided to all board members, and is addressed specifically in orientation meetings with new board members. Once a year all board members are polled about transactions and arrangements with the organization and family relationships to staff and board of the organization and other parties. Awareness of the policy is high, as evidenced by questions presented to the office of the General Counsel. Most potential conflicts are reviewed by a conflicts committee, a committee of senior staff members, which meets whenever a potential conflict arises. Form 990, Part VI, Section B, line 15 BENEFITS ARE FURNISHED BASED UPON ESTABLISHED POLICY AND ARE STANDARD FOR ALL EMPLOYEES. COMPENSATION IS BASED UPON POSITION RANGES UPDATED ANNUALLY WITH MARKET DATA. A DETAILED AND COMPREHENSIVE COMPENSATION STUDY WAS COMPLETED IN JANUARY 2008 BY AN OUTSIDE CONSULTANT. ANNUALLY, COMPENSATION FOR OFFICERS AND KEY EMPLOYEES ARE REVIEWED FOR COMPARABILITY WITH OTHER SIMILAR NON-PROFIT ORGANIZATIONS. THE BOARD OF DIRECTORS APPROVES COMPENSATION FOR OFFICERS ANNUALLY. Form 990, Part VI, Section C, line 19 Annual audited financial statements are posted on The Trust for Public Land's website. Articles of incoporation 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 XI, LINE 2C THE ROLE OF THE AUDIT COMMITTEE THE ROLE AND PROCESS OF THE AUDIT COMMITTEE HAS NOT CHANGED FROM THE PRIOR YEAR. CALIFORNIA CONSERVATION TRUST 101 MoNTGOMERY STREET STE 900 SAN FRANCISCO CA 94104 320151535 TO SUPPORT THE TRUST FOR PUBLIC LAND CA 501(C)(3) 11A, TYPE I COAST DAIRIES & LAND COMPANY 101 MoNTGOMERY STREET STE 900 SAN FRANCISCO CA 94104 940392095 TO SUPPORT THE TRUST FOR PUBLIC LAND CA 501(C)(3) 11A, TYPE I THE CONSERVATION CAMPAIGN 101 MoNTGOMERY STREET STE 900 SAN FRANCISCO CA 94104 043515341 TO SUPPORT FUNDING MEASURES FOR PARKS AND CONSERVATION CA 501(C)(4) TPL-MISSISSIPPI 101 MoNTGOMERY STREET STE 900 SAN FRANCISCO CA 94104 942526746 TO SUPPORT THE TRUST FOR PUBLIC LAND MS 501(C)(3) 11A, TYPE I TPL-OREGON 101 MoNTGOMERY STREET STE 900 sAN FRANCISCO CA 94104 943107869 TO SUPPORT THE TRUST FOR PUBLIC LAND OR 501(C)(3) 11A, TYPE I TPL-NEW YORK 101 MoNTGOMERY STREET STE 900 sAN FRANCISCO CA 94104 942313970 TO SUPPORT THE TRUST FOR PUBLIC LAND NY 501(C)(3) 11A, TYPE I 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 THE CONSERVATION CAMPAIGN B 272200