2023-08-31T13:53:01-05:00 2022-12-31 831445511 SMITH MARION & CO 1940 ORANGE TREE LANE SUITE 100 REDLANDS CA 92374 990 2022-01-01 330700417 SAN BERNARDINO MOUNTAINS LAND TRUST SANB 9098673536 PO BOX 490 LAKE ARROWHEAD CA 92352 JERI SIMPSON TREASURER 3104986076 2023-08-30 1 JERI SIMPSON 999009999 0 CARLOS CARAZO P02046597 9093072323 2023-08-30 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z JERI SIMPSON PO BOX 490 LAKE ARROWHEAD CA 92352 169817 0 X SBMLT.NET/ X 1996 CA ACQUIRE NATURAL LANDS FOR CONSERVATION PROTECTION IN THE SAN BERNARDINO NATIONAL FOREST PRIMARILY FOR TRANSFER OR SALE TO THE USDA FOREST SERVICE. 8 7 4 30 0 0 77964 115854 0 0 986756 24708 20925 29255 1085645 169817 0 0 0 0 70962 80728 0 0 0 55306 65383 126268 146111 959377 23706 13632610 13708263 0 51947 13632610 13656316 X THE SAN BERNARDINO MOUNTAINS LAND TRUST IS DEDICATED TO THE ACQUISITION OF FOREST OPEN SPACE AND WILDLIFE HABITAT ON PRIVATE LANDS WITHIN THE BOUNDARIES OF THE SAN BERNARDINO NATIONAL FOREST TO HELP ENSURE LASTING PUBLIC BENEFIT TO THE NATURAL MOUNTAIN ENVIRONMENT. 0 0 137721 CONSERVATION STEWARDSHIP PROGRAM: THE ORGANIZATION MANAGED AND MAINTAINED SEVEN NATURAL FOREST ECOLOGICAL PRESERVES COMPRISING OVER 1100 ACRES WITH THE SAN BERNARDINO NATIONAL FOREST FOR HABITAT PROTECTION AND PUBLIC ACCESS. THESE PRIVATE PRESERVES ARE OPEN TO THE PUBLIC FOR PASSIVE RECREATIONAL ENJOYMENT, SUCH AS HIKING, BIRD WATCHING, OUTDOOR PHOTOGRAPHY AND EQUESTRIAN USE, AS WELL AS SCIENTIFIC RESEARCH AND ENVIRONMENTAL EDUCATION. THE ORGANIZATION CONTINUED TO WORK WITH THE CALIFORNIA DEPARTMENT OF FISH AND WILDLIFE TO PROTECT ENDANGERED FISH HABITAT IN THE SHAY POND AND WET MEADOWLAND AREA OF THE NATIONAL FOREST. LIKEWISE, THE ORGANIZATION CONTINUED WORKING IN PARTNERSHIP WITH THE INLAND EMPIRE RESOURCE CONSERVATION DISTRICT TO BETTER SAFEGUARD AND RESTORE RARE AND ENDANGERED PLANT SPECIES ON THE UNIQUE PEBBLE PLAIN HABITAT FOUND ONLY IN THE BIG BEAR VALLEY OF THE SAN BERNARDINO NATIONAL FOREST. THE ORGANIZATION HAS ALSO STARTED A TREE NURSERY THIS YEAR TO GROW NATIVE TREES IN THE FOREST. 4252 PUBLIC OUTREACH, PUBLICATIONS AND WEBSITE: THE ORGANIZATION KEPT THE PUBLIC AND ITS SUPPORTERS INFORMED OF PROGRESS, EVENTS, AND ACCOMPLISHMENTS THROUGH OUR WEBSITE, EMAIL BLASTS, MAILINGS, AND NEWSLETTERS. 141973 1 1 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 4 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X JERI SIMPSON 3104986076 PO BOX 490 LAKE ARROWHEAD CA 923520490 PETER JORRIS PRESIDENT 20.00 X X 0 0 0 POLLY SAUER VICE PRESIDENT 5.00 X X 0 0 0 KEVIN KELLEMS SECRETARY AND DIRECTOR OF OPERATIONS 40.00 X X 45410 0 0 JERI SIMPSON TREASURER 10.00 X X 0 0 0 SANDY STEERS DIRECTOR 1.00 X 0 0 0 ED WALLACE DIRECTOR 1.00 X 0 0 0 CRAIG CARPENTER DIRECTOR 5.00 X 0 0 0 RANDY BUECHELER DIRECTOR 1.00 X 0 0 0 45410 0 0 0 0 0 0 0 10 115844 115854 24708 24708 22544 0 22544 22544 22544 OTHER INCOME 900099 6711 6711 6711 169817 29255 0 24708 45410 45410 28255 28255 7063 7063 1668 1668 4239 3162 1077 300 300 2709 2709 4596 3722 874 STEWARDSHIP AND LAND MA 47377 47377 MEMBERSHIP AND EXHIBIT 2957 2607 350 BANK FEES 1212 1212 GOVERNMENT CHARGES 325 325 146111 141973 4138 0 14294 38575 1772874 63183 243750 253750 2165 2165 -50000 8955921 12418 8925563 8943503 9430 1692553 2714534 2714534 13632610 13708263 1947 50000 0 51947 X 12894292 12867998 738318 788318 13632610 13656316 13632610 13708263 23706 0 X 0 0 0 X 74241 60506 54553 77964 110217 377481 74241 60506 54553 77964 110217 377481 377481 -367 4092 17870 16675 24708 62978 6711 6711 447170 1857625 0.84420 0.18320 X PART II LINE 8 MADE TWO RECLASSES OF SUPPORT FOR FIRST YEAR CLIENT. FIRST CHANGE WAS TO LINE 8 COLUMN C. REDUCED INCOME FROM INTEREST, DIVIDENDS, PAYMENTS RECEIVED ON SECURITIES LOANS, RENTS, ROYALTIES, AND INCOME FROM SIMILAR SOURCES BY $970,081 SINCE THIS WAS ACUTALLY PROGRAM SERVICE REVENUE. THIS GAIN ON SALE OF LAND WAS PROPERTY SOLD BY THIS ENTITY TO BETTER PLACE FORESTS, ANOTHER NON-PROFIT ENTITY. THE SECOND CHANGE WAS TO LINE 8 COLUMN D. REDUCED INCOME FROM INTEREST, DIVIDENDS, PAYMENTS RECEIVED ON SECURITIES LOANS, RENTS, ROYALTIES, AND INCOME FROM SIMILAR SOURCES BY $865,000 SINCE THIS WAS ACUTALLY PROGRAM SERVICE REVENUE. THIS GAIN ON SALE OF LAND WAS PROPERTY SOLD BY THIS ENTITY TO THE US FOREST SERVICE ON 4/14/2021. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 1 7.00 1 1 10.00 0 1 22957 22957 22901 56 22957 22845 28 22873 22788 57 22845 22562 226 22788 1.00000 0 0 8942374 8942374 13547 12418 1129 8943503 170-ACRE ARROWHEAD RIDGE PROPERTY WITH TITLE HELD BY SBMLT FOREST LAND LLC 2714534 2714534 PART II, LINE 5: THE SAN BERNARDINO MOUNTAINS LAND TRUST HAS A LAND MANAGEMENT PLAN THAT ADDRESSES PERIODIC MONITORING, INSPECTION, HANDLING OF VIOLATIONS, AND ENFORCEMENT OF THE CONSERVATION EASEMENT. PART II, LINE 9: THE SAN BERNARDINO MOUNTAINS LAND TRUST REPORTS ITS CONSERVATION EASEMENT ON ITS BALANCE SHEET AS A RESTRICTED LAND ASSET, WHICH IS ALSO INCLUDED AS A SINGLE LINE ITEM ON OUR LIST OF CONSERVATION LAND ASSETS. PART V, LINE 4: THE ENDOWMENT FUNDS ARE INTENDED AS A CONTINGENCY RESERVE FOR MANAGEMENT AND ENFORCEMENT COSTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORMS AND NOTES ARE PROVIDED BY EMAIL TO THE BOARD OF DIRECTORS FOR REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR ANSWERS AN ANNUAL QUESTIONNAIRE AT THE START OF EACH YEAR, WHICH IS FILED WITH THE PRESIDENT. EACH DIRECTOR DISCLOSES ANY KNOWN POTENTIAL CONFLICT OR APPEARANCE OF CONFLICT. A DIRECTOR WHO HAS AN ACTUAL (OR APPEARANCE OF) CONFLICT OF INTEREST ON ANY ISSUE BEFORE THE BOARD DISCLOSES SUCH CONFLICT TO THE BOARD AND IS PRECLUDED FROM VOTING ON THE MATTER IN QUESTION. THE MINUTES OF THE BOARD MEETING REFLECT THE DISCLOSURE.THE DIRECTOR MAY ALSO BE REQUIRED TO LEAVE THE MEETING ROOM DURING DISCUSSION IN ADDITION TO NOT VOTING ON THE ITEM. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES OUR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC DURING THE TAX YEAR TO BE TRANSPARENT TO DONORS AND OTHERS INTERESTED IN OUR ORGANIZATION. SBMLT FOREST LAND LLC PO BOX 490 LAKE ARROWHEAD CA 92352 453758817 LAND CONSERVATION CA SAN BERNARDINO MOUNTAINS LAND TRUST