2011-11-08T11:43:03-06:00 2011-03-31 HOOD & STRONG LLP 10 ALMADEN BLVD STE250 SAN JOSE CA 95113 990 2010-04-01 237222333 THE TRUST FOR PUBLIC LAND TRUS 4154954014 101 MONTGOMERY STREET STE 900 SAN FRANCISCO CA 94104 CYNTHIA SCHERER 4154954014 2011-10-28 1 TAMARA L BONGI 4089988400 2010 2016-02-24 21:20:13Z WILLIAM B ROGERS 101 MONTGOMERY STREET STE 900 SAN FRANCISCO CA 94104 176767922 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. 20 19 383 407 0 0 104927533 101631086 17560902 13694407 5109615 3645784 72225 14922 127670275 118986199 60662766 63202903 0 0 29471810 29215054 484361 658657 7923591 33323064 26212706 123942001 119289320 3728274 -303121 332533652 319501503 140536832 129313774 191996820 190187729 X 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 83690741 61392008 8577114 CONSERVATION TRANSACTIONS:TPL COMPLETED 142 CONSERVATION TRANSACTIONS IN THE FISCAL YEAR, PROTECTING 131,385 ACRES WITH A COMBINED MARKET VALUE OF MORE THAN $285 MILLION. TPL APPLIED ITS EXPERTISE TO A VARIETY OF GOALS-FROM CONSERVING TRIBAL LAND ON WASHINGTON'S KIKET ISLAND, TO SAFEGUARDING PUBLIC ACCESS AT DEVIL'S CANYON RANCH IN WYOMING, TO SUPPORTING LOCAL AGRICULTURE AT BEAN AND ALLARD FARMS IN NORTHAMPTON, MASSACHUSETTS. TPL CONSERVED LARGE LANDSCAPES ACROSS THE COUNTRY, COMPLETING THE 310,000-ACRE MONTANA LEGACY PROJECT AND KEY PURCHASES IN CALIFORNIA'S SIERRA BUTTES. AND FROM HAWAI'I BEACHES TO NEW JERSEY WETLANDS, TPL'S WORK SAFEGUARDED WATER BY PROTECTING THE LAND AROUND IT. 9294799 104510 4302772 URBAN PARKS AND PLAYGROUNDS:IN THIS FISCAL YEAR, TPL COMPLETED 51 PROJECTS TO CREATE AND PRESERVE URBAN GREEN SPACE ACROSS THE COUNTRY. AS PART OF NEW YORK CITY'S PLANYC INITIATIVE, TPL TRANSFORMED TEN BARE ASPHALT SCHOOLYARDS INTO VIBRANT NEIGHBORHOOD PLAYGROUNDS. THE SAME COMMUNITY-DRIVEN DESIGN PROCESS SAW THE EXPANSION OF THE WESTERLY CREEK COMMUNITY GARDEN IN DENVER AND A REDESIGN OF HAYES VALLEY PLAYGROUND IN SAN FRANCISCO. IN CHICAGO, TPL'S WORK ON THE BLOOMINGDALE TRAIL IS REINVIGORATING ONETIME INDUSTRIAL NEIGHBORHOODS, WHILE IN LOS ANGELES, NEWLY INSTALLED FITNESS ZONES ARE PROVIDING ACCESS TO OUTDOOR EXERCISE EQUIPMENT. 5258832 1690081 392558 CONSERVATION SERVICES:FROM EASTERN OREGON TO CENTRAL TEXAS, TPL'S CONSERVATION VISION TEAM COMPLETED 20 PROJECTS IN THE FISCAL YEAR TO HELP COMMUNITIES PRIORITIZE CONSERVATION GOALS AND PLAN NETWORKS OF PROTECTED LAND. OUR CONSERVATION FINANCE SERVICE HELPED PASS 17 STATE AND LOCAL BALLOT MEASURES THAT WILL GENERATE $1.8 BILLION FOR LAND PROTECTION-INCLUDING SUPPORT FOR STATE CONSERVATION FUNDS IN MAINE AND IOWA. 2368306 16304 421963 OTHER PROGRAM SERVICES INCLUDE MISCELLANEOUS TECHNICAL SERVICES, REIMBURSEMENTS, AND ROYALTIES ON CONSERVATION PUBLICATIONS. 2368306 16304 421963 100612678 1 1 0 1 0 0 1 0 0 1 1 1 0 1 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 0 1 0 1 277 0 1 383 1 0 0 0 0 0 1 1 0 0 0 0 X 20 19 0 0 0 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 271890 0 27677 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 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 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 NELSON LEE 40.00 X 164188 0 25385 CYNTHIA SCHERER 40.00 X 169882 0 22360 CHRISTOPHER KAY 40.00 X 118085 0 6596 ERNEST COOK 40.00 X 172162 0 25343 JAY DEAN 40.00 X 172362 0 15830 ROGER HOESTEREY 40.00 X 162582 0 25293 ROBERT MCCLYMONDS 40.00 X 150666 0 3260 MARGIE BERMEO 40.00 X 184159 0 18724 CYNTHIA WHITEFORD 40.00 X 157736 0 19049 GREGORY CHELIUS 40.00 X 140411 0 11379 TILY SHUE 40.00 X 133999 0 18686 KATHY DECOSTER 40.00 X 128854 0 24605 DON MORROW 40.00 X 131884 0 24318 BRENDA SCHICK 40.00 X 124980 0 2751 2383840 0 271256 57 0 1 0 TLC PLUMBING & UTILITY INC 5000 EDITH NE ALBUQUERQUE NM 87107 CONSTRUCTION/PARK DEVELOPMENT 450727 WRNS STUDIO LLP 501 2ND STREET SUITE 402 SAN FRANCISCO CA 94107 CONSTRUCTION/PARK DEVELOPMENT 310691 SHERWOOD DESIGN ENGINEERS 1 UNION ST 2ND FLOOR STE 200 SAN FRANCISCO CA 94111 ENGINEERING/FEASIBILITY & ARCHITECT 298384 WATERSHED CONSERVATION AUTHORITY 100 SAN GABRIEL RD AZUZA CA 91702 ENIVORNMENTAL ASSSESSMENT 288281 HATCH MOTT MACDONALD INC PO BOX 7777 PHILADELPHIA PA 19175 ENGINEERING/FEASIBILITY & ARCHITECT 286676 17 165110 20686255 80779721 22474692 101631086 LANDOWNER FEE 531190 5329616 5329616 GOVT COST REIMBURSEMEN 900099 4923047 4923047 PROJECT REIMBURSEMENTS 900099 815847 815847 TECHNICAL ASSISTANCE 541900 712998 712998 GOVT CONTRACT FEE 900099 635541 635541 1277358 1277358 13694407 1379591 1379591 12340 12340 55258757 4736000 54907159 2821405 351598 1914595 2266193 2266193 41070 165110 43072 -2002 -2002 14671 10087 4584 4584 118986199 13694407 0 3660706 63202903 63202903 2048110 1167321 600854 279935 21923147 13086267 5021975 3814905 430854 257623 97757 75474 2874179 1714823 659934 499422 1938764 1153326 453519 331919 133109 99285 33824 206216 206216 287261 287261 658657 658657 12742 12742 5637633 4897383 581590 158660 346954 56717 150035 140202 2389992 1421751 559071 409170 486899 94543 352425 39931 4024896 2604273 820281 600342 1854693 1000844 313392 540457 255067 137655 50216 67196 1756947 1622849 134098 285933 77076 197843 11014 718545 427446 168083 123016 PROJECT SITE DEVELOPMEN 3698021 3698021 APPRAISAL SERVICES 1474172 1474172 FEASABILITY, ARCHITECTU 1121368 1121368 OTHER PROJECT RELATED E 936817 932878 3939 OTHER OPERATING EXPENSE 585441 76893 339196 169352 119289320 100612678 10753051 7923591 X -7233 242599 5867582 5586918 12288416 8398876 8225304 7867875 3701403 2855869 170135 137218 5681874 4362121 1359550 1319753 82989596 87593024 217938899 205499371 332533652 319501503 13303036 15601390 7993518 3943491 66167967 58059093 53072311 51709800 140536832 129313774 X 35921066 46800987 145226604 132535747 10849150 10850995 191996820 190187729 332533652 319501503 X -303121 -1505970 X X 0 1 1 X 1 1 X 187924093 206576978 149769783 104926316 101672521 750869691 187924093 206576978 149769783 104926316 101672521 750869691 4677709 746191982 3580755 4108665 3627098 2266672 1391931 14975121 20135 20026 40161 139508 90074 229582 766114555 119861240 0.97400 0.97280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 216969 773021 989990 118299330 119289320 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 657139 843333 790266 989990 3280728 250000 250000 250000 250000 1000000 1500000 63956 55686 127347 216969 463958 X X X X X 14 199.00 1 0 2 7 1 38.00 2676 1 20006 20006 20006 20006 20006 20006 1.00000 0 0 2664609 1782965 881644 494179 267117 227062 2181553 2040627 140926 341533 271412 70121 1319753 MUTUAL FUNDS 3708297 F HARBOR PROPERTIES, INC. 190447 F DEBT SECURITIES 83694280 F 87593024 DEPOSITS ON LAND TRANSACTIONS 3267550 INVESTMENT IN AFFILIATES 38325809 MISCELLANEOUS 170529 OPEN SPACE HOLDINGS 101819262 ASSETS HELD IN CHARITABLE TRUSTS 61916221 205499371 LIAB TO BENEFICIARIES OF CHARITABLE TRUSTS 45411999 MITIGATION ADVANCES 1910998 OPTION PAYMENTS 4386803 51709800 118986199 119289320 -303121 236062 -1742032 -1505970 -1809091 117771976 236062 206062 1272555 1714679 116057297 2928902 2928902 118986199 119548541 206062 53159 259221 119289320 0 119289320 EXPLANATION OF CHANGES TO CONSERVATION EASEMENTS: PART II, LINE 3: DURING THE YEAR, THE TRUST TRANSFERRED ITS RIGHTS AND OBLIGATIONS FOR THE CONSERVATION RESTRICTION ON APPROXIMATELY 14.89 ACRES IN HAMILTON COUNTY, TN, TO THE CITY OF CHATTANOOGA. ADDITIONALLY, THE TRUST TRANSFERRED ITS RIGHT AND OBLIGATIONS FOR THE CONSERVATION RESTRICTION ON 106.74 ACRES IN CLATSOP COUNTY, OR TO THE NORTH COAST LAND CONSERVANCY. DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: PART II, LINE 9: 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, 2011, EASEMENTS VALUED AT $33,780,000 WERE ACQUIRED AND $41,674,000 CONVEYED. DURING THE YEAR ENDED MARCH 31, 2010, EASEMENTS VALUED AT $30,219,000 WERE ACQUIRED AND $35,518,000 CONVEYED. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 8 - OTHER ADJUSTMENTS: IMPAIRMENT LOSS -2,928,903. CHANGE IN VALUE OF SPLIT INTEREST 1,219,397. INVESTMENT IN AFFILIATES AND OTHER ADJUSTMENTS -32,526. PART XII, LINE 2D - OTHER ADJUSTMENTS: EQUITY IN VALUE OF SPLIT INTEREST AGREEMENT 1,219,396. COST OF GOODS SOLD 10,087. SPECIAL EVENTS DIRECT EXPENSES 43,072. PART XII, LINE 4B - OTHER ADJUSTMENTS: IMPAIRMENT LOSS ON LAND HOLDINGS 2,928,902. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSES 43,072. COST OF GOODS SOLD 10,087. 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 100 UNIVERSAL PLAZA BLDG 5121 UNIVERSAL CITY CA 91608 CAHUENGA CAMPAIGN 0 3959839 30000 3929839 FREDERICK A VALLEJO PO BOX 4558 PARK CITY UT 84060 WRITING ANNUAL FUND 0 1755000 6500 1748500 ADAMS HUSSEY & ASSOCIATES 1600 WILSON BLVD STE 300 ARLINGTON TX 22209 ANNUAL FUND 0 1334000 254521 1079479 BENTZ WHALEY FLESSNER INC 7251 OHMS LANE MINNEAPOLIS MN 55439 COMPREHENSIVE CAMPAIGN 0 1184230 195166 989064 SALLY RANDEL 2 SAN BENITO AVE ATHERTON CA 94027 CAPACITY BUILDING 0 544951 15600 529351 PHYLLIS SHAPIRO 25 CHAMBERLAIN ROAD FLEMINGTON NJ 08822 GRANT WRITING - SOUTH 0 450000 42758 407242 RENEE M SIMI 1510 FOURTH STREET STE 4 BERKELEY CA 94710 DIRECT MAIL 0 422000 46000 376000 DIVITTORIO & ASSOCIATES 802 MONTGOMERY STREET SAN FRANCISCO CA 94133 WEBBER LAKE CAMPAIGN 0 75000 8200 66800 CARLA FRISK 3340 SAGUNTO STREET SANTA YNEZ CA 93460 CENTRAL COAST 0 32500 43538 -11038 WEALTH ENGINE 4915 ST ELMO AVE STE 300 BETHESDA MD 20814 CAPACITY BUILDING 0 0 6888 -6888 9757520 649171 9108349 AL AK AZ AR CA CO CT FL GA IL KS KY LA ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC UT VA WA WV WI TN WY VI SD TX HI ID MO IN IA MT NE NV DE PONY UP FOR TPL 109580 91770 17810 24870 ANNIE OAKLEY EVENT 51725 33215 18510 12659 1 44875 40125 4750 3792 1751 206180 165110 41070 3792 39280 43072 -2002 1 BEND METROPOLITAN PARK & REC DISTRICT 799 SW COLUMBIA ST BEND OR 97702 GOVT 622204 APPRAISAL BARGAIN SALE OF 4.7 ACRES OF LAND LAND CONSERVATION BERGEN COUNTY ONE BERGEN COUNTY PLAZA HACKENSACK NJ 076017076 GOVT 430000 APPRAISAL BARGAIN SALE OF 10.66 ACRES OF LAND LAND CONSERVATION BOARD OF TRUSTEES OF THE INTERNAL IMPROVEMENT TRUST FUND OF THE STATE OF FL 3900 COMMONWEALTH BLVD MAIL STATION 115 TALLAHASSEE FL 32399 GOVT 200000 APPRAISAL DONATION OF 12.78 ACRES OF LAND LAND CONSERVATION CA DEPT OF FISH & GAME 1807 13TH ST SUITE 103 SACRAMENTO CA 958117137 GOVT 4308410 APPRAISAL DONATION OF 4308.41 ACRES OF LAND LAND CONSERVATION CENTRAL ARKANSAS WATER 221 EAST CAPITAL AVE LITTLE ROCK AR 72201 GOVT 560000 APPRAISAL BARGAIN SALE OF 915.038 ACRES OF LAND LAND CONSERVATION CITY OF ALBUQUERQUE ONE CIVIC PLAZA NW OTH FL ALBUQUERQUE NM 87102 GOVT 90000 APPRAISAL BARGAIN SALE OF 65.97 ACRES OF LAND LAND CONSERVATION CITY OF CHATTANOOGA 1250 MARKET ST STE 1000 CHATTANOOGA TN 37402 GOVT 1849999 APPRAISAL DONATION OF 37 ACRES OF LAND LAND CONSERVATION CITY OF CHATTANOOGA ADMIN SUITE 216 CITY HALL CHATTANOOGA TN 37402 GOVT 184000 APPRAISAL DONATION OF 19.88 ACRES EASEMENT LAND CONSERVATION CITY OF CHATTANOOGA ADMIN SUITE 216 CITY HALL CHATTANOOGA TN 37402 GOVT 25000 APPRAISAL DONATION OF 0.5 ACRES EASEMENT LAND CONSERVATION CITY OF COLLEGE PARK 3667 MAIN ST COLLEGE PARK GA 30337 GOVT 451000 APPRAISAL BARGAIN SALE OF 8.65 ACRES OF LAND LAND CONSERVATION CITY OF LA RECREATION & PARKS DEPT 221 N FIGUEROA ST SUITE 1550 LOS ANGELES CA 90012 GOVT 5979424 APPRAISAL BARGAIN SALE OF 122 ACRES OF LAND LAND CONSERVATION CITY OF MAYWOOD 4319 EAST SLAUSON AVE MAYWOOD CA 90270 GOVT 175000 APPRAISAL DONATION OF 0.2 ACRES OF LAND LAND CONSERVATION CITY OF ORMOND BEACH 22 SOUTH BEACH ST ORMOND BEACH FL 32174 GOVT 410000 APPRAISAL BARGAIN SALE OF 4.07 ACRES OF LAND LAND CONSERVATION CITY OF SANTA FE 200 LINCOLN AVE SANTA FE NM 87501 GOVT 1500000 APPRAISAL DONATION OF 11.11 ACRES OF LAND LAND CONSERVATION CITY OF WINTER GARDEN 300 W PLANT ST WINTER GARDEN FL 34787 GOVT 1300000 APPRAISAL BARGAIN SALE OF 208.56 ACRES OF LAND LAND CONSERVATION COMMONWEALTH OF PUERTO RICO DEPT OF NATURAL & ENVIRO RESOURCES POB 366147 SAN JUAN PR 009366147 GOVT 4500000 APPRAISAL BARGAIN SALE OF 113.91 ACRES OF LAND LAND CONSERVATION COUNTY OF ANOKA 2100 3RD AVE ANOKA MN 55303 GOVT 652000 APPRAISAL BARGAIN SALE OF 378 ACRES OF LAND LAND CONSERVATION COUNTY OF GALVESTON PARKS & SENIOR SERVICES DEPT 4102 MAIN FM 519 LA MARQUE TX 77568 GOVT 617123 APPRAISAL BARGAIN SALE OF 86.9 ACRES OF LAND LAND CONSERVATION GA DEPT OF NATURAL RESOURCES 2 MARTIN LUTHER KING DR SE STE 1252 1252 ATLANTA GA 30334 GOVT 281500 APPRAISAL DONATION OF 1.28 ACRES OF LAND LAND CONSERVATION GA DEPT OF NATURAL RESOURCES 2 MARTIN LUTHER KING DR SE STE 1252 1252 ATLANTA GA 30334 GOVT 22000 APPRAISAL DONATION OF 0.28 ACRES OF LAND LAND CONSERVATION GORDON COUNTY 201 NORTH WALL ST CALHOUN GA 30701 GOVT 100000 APPRAISAL BARGAIN SALE OF 473.48 ACRES EASEMENT LAND CONSERVATION MA DEPT OF AGRICULTURAL RESOURCES & TOWN OF IPSWICH 251 CAUSEWAY ST SUITE 500 BOSTON MA 02214 GOVT 500000 APPRAISAL BARGAIN SALE OF 101.559 ACRES EASEMENT LAND CONSERVATION METRO PARKS SERVING SUMMIT COUNTY 975 TREATY LINE ROAD AKRON OH 443135898 GOVT 46420 APPRAISAL BARGAIN SALE OF 69.48 ACRES OF LAND LAND CONSERVATION METRO PARKS SERVING SUMMIT COUNTY 975 TREATY LINE ROAD AKRON OH 44313 GOVT 10000 APPRAISAL BARGAIN SALE OF 66.5 ACRES OF LAND LAND CONSERVATION MN DEPT OF NATURAL RESOURCES 500 LAFAYETTE ROAD BOX 25 ST PAUL MN 551554025 GOVT 2542000 APPRAISAL BARGAIN SALE OF 69 ACRES OF LAND LAND CONSERVATION MN DEPT OF NATURAL RESOURCES 500 LAFAYETTE ROAD BOX 45 ST PAUL MN 55155 GOVT 765000 APPRAISAL BARGAIN SALE OF 241.43 ACRES OF LAND LAND CONSERVATION MORRIS COUNTY PARKS COMMISSION 53 EAST HANOVER AVE MORRISTOWN NJ 07962 GOVT 1095000 APPRAISAL BARGAIN SALE OF 60.97 ACRES OF LAND LAND CONSERVATION NPS 222 MERRIMACK ST 4TH FL LOWELL MA 01982 GOVT 350000 APPRAISAL BARGAIN SALE OF 10 ACRES OF LAND LAND CONSERVATION OHIO DEPT OF NATURAL RESOURCES 2045 MORSE ROAD D-4 COLUMBUS OH 43329 GOVT 135000 APPRAISAL BARGAIN SALE OF 523.4 ACRES OF LAND LAND CONSERVATION STARK COUNTY PARK DISTRICT 5300 TYNER AVE NE CANTON OH 44708 GOVT 390000 APPRAISAL BARGAIN SALE OF 108.47 ACRES OF LAND LAND CONSERVATION STATE OF GEORGIA DEPT OF NATURAL RESOURCES 2 MLK JR DRIVE SE SUITE 1454 EAST ATLANTA GA 30334 GOVT 293000 APPRAISAL BARGAIN SALE OF 36.68 ACRES OF LAND LAND CONSERVATION STATE OF NJ & BOROUGH OF ALLENTOWN 401 E STATE ST / 8 N MAIN ST TRENTON ALLENTOWN NJ 086250850 GOVT 81129 APPRAISAL BARGAIN SALE OF 46.09 ACRES OF LAND LAND CONSERVATION STATE OF UTAH DEPT OF NATURAL RESOURCES 1595 WEST NORTH TEMPLE SUITE 3520 SALT LAKE CITY UT 84116 GOVT 1112504 APPRAISAL BARGAIN SALE OF 2590.68 ACRES EASEMENT LAND CONSERVATION STATE OF UTAH DEPT OF NATURAL RESOURCES 1594 WEST NORTH TEMPLE SUITE 3520 SALT LAKE CITY UT 84116 GOVT 142497 APPRAISAL BARGAIN SALE OF 20.76 ACRES EASEMENT LAND CONSERVATION TOWN OF BAYVIEW 32800 BURLAGER ROAD WASHBURN WI 54891 GOVT 1166500 APPRAISAL BARGAIN SALE OF 76.35 ACRES OF LAND LAND CONSERVATION TOWN OF CRESTED BUTTE POB 29 CRESTED BUTTE CO 81224 GOVT 2590000 APPRAISAL BARGAIN SALE OF 166.65 ACRES OF LAND LAND CONSERVATION TOWN OF CRESTED BUTTE POB 29 CRESTED BUTTE CO 81224 GOVT 5000 APPRAISAL BARGAIN SALE OF 107 ACRES OF LAND LAND CONSERVATION US DEPT OF INTERIOR BLM POB 1828 CHEYENNE WY 820031828 GOVT 1425000 APPRAISAL BARGAIN SALE OF 2969.04 ACRES OF LAND LAND CONSERVATION USDA FOREST SERVICE POB 130 BOZEMAN MT 59771 GOVT 456000 APPRAISAL BARGAIN SALE OF 666.55 ACRES OF LAND LAND CONSERVATION USFWS 1875 CENTURY BLVD ATLANTA GA 30345 GOVT 31550 APPRAISAL BARGAIN SALE OF 325.01 ACRES OF LAND LAND CONSERVATION WA STATE PARKS & RECREACTION COMMISSION 1111 ISRAEL ROAD SW TUMWATER WA 985042650 GOVT 1150000 APPRAISAL BARGAIN SALE OF 96 ACRES OF LAND LAND CONSERVATION BLACK SWAMP CONSERVANCY 132 W SECOND ST PERRYSBURG OH 435517632 341746749 501(C)(3) 300000 APPRAISAL BARGAIN SALE OF 7.82 ACRES OF LAND LAND CONSERVATION COLORADO CATTLEMAN'S AGRIC LAND TRUST 8833 RALSTON ROAD ARVADA CO 80002 841317592 501(C)(3) 1690000 APPRAISAL DONATION OF 235.1 ACRES EASEMENT LAND CONSERVATION COLORADO CATTLEMAN'S AGRIC LAND TRUST 8833 RALSTON ROAD ARVADA CO 80002 841317592 501(C)(3) 1500000 APPRAISAL DONATION OF 472 ACRES EASEMENT LAND CONSERVATION MADISON LAND CONSERVATION TRUST POB 561 MADISON CT 06443 066070866 501(C)(3) 647000 APPRAISAL BARGAIN SALE OF 79.49 ACRES OF LAND LAND CONSERVATION MAINE FARMLAND TRUST 97 MAIN ST BELFAST ME 04915 010528014 501(C)(3) 85000 APPRAISAL BARGAIN SALE OF 217 ACRES OF LAND LAND CONSERVATION MT LAND RELIANCE POB 355 HELENA MT 59644 841317592 501(C)(3) 604000 APPRAISAL DONATION OF 794 ACRES EASEMENT LAND CONSERVATION NORTH CUYAHOGA VALLEY CORRIDOR INC POB 609420 CLEVELAND OH 44109 341470989 501(C)(3) 1600000 APPRAISAL BARGAIN SALE OF 4.18 ACRES OF LAND LAND CONSERVATION NORTH CUYAHOGA VALLEY CORRIDOR INC POB 609420 CLEVELAND OH 44109 341470989 501(C)(3) 955000 APPRAISAL BARGAIN SALE OF 4.76 ACRES OF LAND LAND CONSERVATION RIDGE & VALLEY CONSERVANCY INC POB 146 BLAIRSTOWN NJ 07825 223181864 501(C)(3) 112500 APPRAISAL BARGAIN SALE OF 133.7 ACRES OF LAND LAND CONSERVATION SHASTA LAND TRUST 1918 WEST ST STE D REDDING CA 96099 680441184 501(C)(3) 41000 APPRAISAL BARGAIN SALE OF 5082 ACRES EASEMENT LAND CONSERVATION SIERRA COUNTY LAND TRUST POB 404 310 NEVADA ST SIERRA CITY CA 95959 205923109 501(C)(3) 465000 APPRAISAL DONATION OF 160 ACRES OF LAND LAND CONSERVATION THE LAND CONSERVANCY OF NEW JERSEY 19 BOONTON AVE BOONTON NJ 07005 222378868 501(C)(3) 2011000 APPRAISAL BARGAIN SALE OF 136.46 ACRES OF LAND LAND CONSERVATION TRUCKEE DONNER LAND TRUST POB 8816 TRUCKEE CA 96162 680245327 501(C)(3) 1815000 APPRAISAL DONATION OF 1181.27 ACRES EASEMENT LAND CONSERVATION TRUCKEE DONNER LAND TRUST POB 8816 TRUCKEE CA 96162 680245327 501(C)(3) 19000 APPRAISAL BARGAIN SALE OF 3183.56 ACRES EASEMENT LAND CONSERVATION TOWN OF MADISON 8 CAMPUS DR MADISON CT 06443 GOVT 1704000 GRISWOLD AIRPORT VIRGINIA DEPARTMENT OF GAME & INLAND FISHERIES 4010 WEST BROAD ST RICHMOND VA 23203 GOVT 1479645 FLORIDA ROCK PLACER COUNTY 175 FULWEILER AVE 206 AUBURN CA 95603 GOVT 220000 WADDLE RANCH CITY OF CHATTANOOGA ADMIN SUITE 216 CITY HALL CHATTANOOGA TN 37405 GOVT 200000 BRENTWOOD FND PASS THROUGH GRANT STATE OF WASHINGTON DEPT FISH & WILDLIFE 1111 WASHINGTON ST SE OLYMPIA WA 98501 GOVT 190000 GRANT TOWARDS PURCHASED PRICE OF DAGNON RANCH CITY OF ALBUQUERQUE 1 CIVIC PLAZA NW 9TH FLOOR ALBUQUERQUE NM 87102 GOVT 100000 WEST TIJERAS CANYON BEAUFORT COUNTY PO DRAWER 1228 BEAUFORT SC 29901 GOVT 75000 RURAL & CRITICAL LANDS CONTRACT THE TOWN OF HOLLIS 34 TOWN FARM ROAD HOLLIS ME 04042 GOVT 50000 GRANT TO SUPPORT SACORIVER INDIAN CELLAR CITY OF PORTLAND MAINE 389 CONGRESS ST PORTLAND ME 04101 GOVT 30000 MATCH TO EPA GRANT CITY OF TIGARD 13125 SW HALL BLVD TIGARD OR 97223 GOVT 30000 ENVIRONMENTAL EDUCATION THE BOROUGH OF ALLENTOWN 98 NORTH MAIN ST ALLENTOWN NJ 08501 GOVT 10000 VANCLEEF PHASE II AUDUBON SOCIETY OF PORTLAND 5151 NW CORNELL RD PORTLAND OR 97210 936026088 501C(3) 6000 SPONSORSHIP OF THE INTERTWINE ALLIANCE BLACK SWAMP CONSERVANCY 132 W SECOND ST PERRYSBURG OH 43551 341746749 501C(3) 7000 MIDDLE BASS ISLAND PRESERVE BROOKLYN QUEENS LAND TRUST 677 LAFAYETTE AVE BROOKLYN NY 11216 611441052 501C(3) 25000 START UP GRANT CALIFORNIA CONSERVATION TRUST 101 MONTGOMERY ST 9TH FLOOR SAN FRANCSICO CA 94104 320151535 501C(3) 10000 OPERATING GRANT CHELAN-DOUGLAS LAND TRUST PO BOX 4461 WENATCHEE WA 98807 911331348 501C(3) 37000 STEWARDSHIP ENDOWMENT/CAPITAL CAMPAIGN COLORADO CATTLEMEN'S AGRICULTURAL LAND TRUST 8833 RALSTON ROAD ARVADA CO 80002 841317592 501C(3) 31000 STEWARDSHIP GRANT CONSERVATION BIOLOGY INSTITUTE 136 SW WASHINGTON AVE SUITE 202 CORVALLIS OR 97333 911840582 501C(3) 119926 SUB-GRANTEE US ENDOWMENT DEFENDERS OF WILDLIFE 1130 17TH ST NW WASHINGTON DC 20036 530183181 501C(3) 65675 SUB-GRANTEE US ENDOWMENT DUCKS UNLIMITED INC 1 WATERFOWL WAY MEMPHIS TN 38120 135643799 501C(3) 137232 SUB-GRANTEE US ENDOWMENT ESSEX COUNTY GREENBELT ASSOCIATION 82 EASTERN AVE ESSEX MA 01929 042664297 501C(3) 20000 STEWARDSHIP GRANT FOREST SOCIETY OF MAINE 115 FRANKLIN ST 3RD FLR BANGOR ME 04401 020413555 501C(3) 17500 ENDOWMENT GRANT GROW FOOD NORTHAMPTON INC PO BOX 849 NORTHAMPTON MA 01061 010959428 501C(3) 50000 ALLARD FARM LAND TRUST ALLIANCE 1660 L ST NW SUITE 1100 WASHINGTON DC 20036 042751357 501C(3) 13600 PROJECT AND OPERATING SUPPORT MADISON LAND CONSERVATION TRUST PO BOX 561 MADISON CT 06443 066070866 501C(3) 25000 SUMMER HILL MAINE ASSOCIATION OF CONSERVATION COMMISSIONS 451 BLACKSTRAP RD FALMOUTH ME 04105 016035847 501C(3) 10000 CONTRIBUTION TO THE CONSERVATION RESOURCE ADVISORY PROGRAM MILL RIVER COLLABORATIVE LLC 888 WASHINGTON BLVD STANFORD CT 06904 061507648 501C(3) 50000 PROJECT GRANTS PER DONORS INSTRUCTION/MILL RIVER MONTANA LAND TRUST RELIANCE PO BOX 355 HELENA MT 59624 810369262 501C(3) 10000 STEWARDSHIP GRANT/BOLTZ PROPERTY NATURESERVE 1101 WILSON BLVD 15TH FL ARLINGTON VA 22299 521884438 501C(3) 122061 SUB-GRANTEE US ENDOWMENT NORTH CUYAHOGA VALLEY CORRIDOR INC PO BOX 609420 CLEVELAND OH 44109 341470989 501C(3) 112843 CANAL BASIN FERCHILL OPENLANDS 25 E WASHINGTON ST STE 650 CHICAGO IL 60602 362649603 501C(3) 18750 HACKMATACK/DONNELLEY FOUNDATION GRANT FUNDING PARK PRIDE ATLANTA INC 233 PEACHTREE ST STE 1600 ATLANTA GA 30303 581883895 501C(3) 100000 DEVLOPMENT OF CITY PARK AND PLAYGROUND PLACER LAND TRUST 11661 BLOCKER DR STE 110 AUBURN CA 95603 680223143 501C(3) 524898 GENERAL SUPPORT - BRUIN RANCH AND NEARBY LANDS RIDGE & VALLEY CONSERVANCY INC PO BOX 1468 BLAIRSTON NJ 07825 223181864 501C(3) 10000 GNOME HOLLOW - KID'S CAMP RIVER NETWORK 520 SW 6TH AVE SUITE 1130 PORTLAND OR 97204 930969979 501C(3) 9050 GENERAL SUPPORT SHASTA LAND TRUST 1918 WEST ST STE D REDDING CA 96099 680441184 501C(3) 184468 COW CREEK - RICKART RANCH SIERRA COUNTY LAND TRUST 310 NEVADA ST PO BOX 404 SIERRA CITY CA 95959 205923109 501C(3) 10000 SIERRA BUTTES - ANDERSON SIERRA FOOTHILL CONSERVANCY PO BOX 529 PRATHER CA 93651 936301478 501C(3) 129314 ENDOWMENT GRANT SOUTHEAST ALASKA LAND TRUST 119 SEWARD STE 15 JUNEAU AK 99801 920156402 501C(3) 22000 SHELDON JACKSON PROJECT OPERATING FUNDS THE CONSERVATION CAMPAIGN 33 UNION ST FL 4 BOSTON MA 02108 043515341 501C(4) 332525 GENERAL OPERATING SUPPORT - LOBBYING THE NATURE CONSERVANCY 4245 N FAIRFAX DR STE 100 ARLINIGTON VA 22203 530242652 501C(3) 1248665 MONTANA LEGACY AND DUKE THE NATURE CONSERVANCY - MONTANA 32 S EWING ST HELENA MT 59601 530242652 501C(3) 1000501 MONTANA LEGACY PROJECT THE OPEN SPACE COUNCIL PO BOX 1468 BALLWIN MO 63022 436065329 501C(3) 9000 MERAMEC RIVER LAND PROTECTION PLAN TRUCKEE DONNER LAND TRUST PO BOX 8816 TRUCKEE CA 96162 680245327 501C(3) 237681 SIERRA PROJECT SUPPORT NPS POB 710 ST JOHN VI 00831 GOVT 2200000 APPRAISAL DONATION OF 2.21 ACRES OF LAND LAND CONSERVATION NPS POB 710 ST JOHN VI 00831 GOVT 1761000 APPRAISAL BARGAIN SALE OF 48.68 ACRES OF LAND LAND CONSERVATION 85 0 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 0 0 0 0 0 0 0 0 0 WILLIAM ROGERS 271890 0 0 0 0 0 5832 0 21845 0 299567 0 0 0 NELSON LEE 164188 0 0 0 0 0 3459 0 21926 0 189573 0 0 0 CYNTHIA SCHERER 169882 0 0 0 0 0 3554 0 18806 0 192242 0 0 0 ERNEST COOK 162162 0 10000 0 0 0 3417 0 21926 0 197505 0 0 0 JAY DEAN 162362 0 10000 0 0 0 0 0 15830 0 188192 0 0 0 ROGER HOESTEREY 162582 0 0 0 0 0 3367 0 21926 0 187875 0 0 0 ROBERT MCCLYMONDS 150666 0 0 0 0 0 3056 0 204 0 153926 0 0 0 MARGIE BERMEO 184159 0 0 0 0 0 0 0 18724 0 202883 0 0 0 CYNTHIA WHITEFORD 157736 0 0 0 0 0 3301 0 15748 0 176785 0 0 0 GREGORY CHELIUS 140411 0 0 0 0 0 2870 0 8509 0 151790 0 0 0 TILY SHUE 133999 0 0 0 0 0 2856 0 15830 0 152685 0 0 0 KATHY DECOSTER 128854 0 0 0 0 0 2679 0 21926 0 153459 0 0 0 DON MORROW 131884 0 0 0 0 0 2392 0 21926 0 156202 0 0 0 X 3990656 ACTIVELY TRADED X 18484036 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 B, LINE 11 THE DRAFT 990 IS INITIALLY REVIEWED BY THE ORGANIZATION'S CFO AND TREASURER, CONTROLLER AND GENERAL COUNSEL. AFTER ANY CLARIFICATIONS OR QUESTIONS ARE RESOLVED THE DRAFT 990 IS THEN 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 12C THE ORGANIZATION HAS A COMPREHENSIVE AND CLEAR WRITTEN CONFLICT OF INTEREST POLICY THAT 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 HAVING RESPONSIBILITY OVER CONFLICT OF INTEREST ISSUES. 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 CONFLICTS OF INTEREST. ADDITIONALLY, POTENTIAL CONFLICTS OF INTEREST ARE ON THE CHECKLIST OF MATTERS TO BE DISCLOSED IN FACT SHEETS SUBMITTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OR THE TRANSACTIONS COMMITTEE FOR THE 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 OTHER PARTIES. AWARENESS OF THE POLICY IS HIGH, AS EVIDENCED BY QUESTIONS PRESENTED TO THE OFFICE OF GENERAL COUNSEL. MOST POTENTIAL CONFLICTS ARE REVIEWED BY A CONFLICT 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. FORM 990, PART VI, SECTION C, LINE 19 ANNUAL AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE TRUST FOR PUBLIC LAND'S WEBSITE. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 236,062. IMPAIRMENT LOSS -2,928,903. CHANGE IN VALUE OF SPLIT INTEREST 1,219,397. INVESTMENT IN AFFILIATES AND OTHER ADJUSTMENTS -32,526. TOTAL TO FORM 990, PART XI, LINE 5: -1,505,970. THE ROLE OF THE AUDIT COMMITTEE FORM 990, PART XII, LINE 2C THE ROLE AND PROCESS OF THE AUDIT COMMITTEE HAVE 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 0 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 0 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) 0 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 0 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 0 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 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 THE CONSERVATION CAMPAIGN B 332525