2022-02-02T10:41:23-06:00 2021-06-30 271155496 ROBERT LEE & ASSOCIATES LLP 999 W TAYLOR STREET STE A SAN JOSE CA 95126 990 2020-07-01 942392007 PENINSULA OPEN SPACE TRUST PENI 6508547696 222 HIGH STREET PALO ALTO CA 94301 WALTER T MOORE PRESIDENT 6508547696 2022-02-01 1 WALTER MOORE 999009999 SCOTT R SMEAD P01208759 4088556770 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z WALTER T MOORE 222 HIGH STREET PALO ALTO CA 94301 106990462 0 X HTTP://WWW.OPENSPACETRUST.ORG/ X 1977 CA POST PROTECTS OPEN SPACE ON THE PENINSULA AND IN THE SOUTH BAY FOR THE BENEFIT OF ALL. 16 16 55 275 0 0 24703919 14969390 462710 486853 5912852 22433194 42461 843515 31121942 38732952 21786863 7150362 0 0 7207145 7879440 0 300641 3140840 8265518 7982022 37259526 23312465 -6137584 15420487 313034665 340634418 15295606 11517788 297739059 329116630 X PENINSULA OPEN SPACE TRUST (POST) PROTECTS OPEN SPACE ON THE PENINSULA AND IN THE SOUTH BAY FOR THE BENEFIT OF ALL. POST IS CREATING A NETWORK OF PROTECTED LANDS WHERE PEOPLE AND NATURE CONNECT AND THRIVE. THESE LANDS ARE PRESERVED FOREVER SO PRESENT AND FUTURE GENERATIONS... BENEFIT FROM THE CAREFUL BALANCE OF RURAL AND URBAN LANDSCAPES THAT MAKE OUR REGION EXTRAORDINARY. 0 0 11257774 7026650 0 LAND ACQUISITION AND TRANSFER INTO PUBLIC OWNERSHIP:IN FISCAL YEAR 2021, POST COMPLETED AND ASSISTED A TOTAL OF 12 TRANSACTIONS, CONSISTING OF 9 ACQUISITIONS THAT PROTECTED 3,167 ACRES AND 3 TRANSFERS.LAND TRANSACTIONS- PROTECTED 227 ACRES TO BE ADDED TO THE NORTH COYOTE VALLEY CONSERVATION AREA IN THE FUTURE.- ACQUIRED 331 ACRES IN THE MID COYOTE VALLEY THROUGH THREE TRANSACTIONS WHICH SECURE WILDLIFE CONNECTIVITY ALONG THE FISHER CREEK CORRIDOR AND ENABLE FUTURE FLOODPLAIN AND WETLAND RESTORATION...- PROTECTED 182 ACRES TO BE ADDED TO MIDPENINSULA REGIONAL OPEN SPACE DISTRICT'S EL SERENO OPEN SPACE PRESERVE.- SUPPORTED THE SANTA CLARA VALLEY HABITAT AGENCY AND THE OPEN SPACE AUTHORITY IN PROTECTING THE 1,861-ACRE TILTON RANCH.- SUPPORTED SAVE THE REDWOODS LEAGUE IN PRESERVING THE 564-ACRE CASCADE CREEK PROPERTY ADJACENT TO BIG BASIN REDWOODS AND ANO NUEVO STATE PARKS.- PRESERVED TWO ACRES ON THE SAN MATEO COAST THROUGH FEE TITLE AND EASEMENT PURCHASE FOR FUTURE DEVELOPMENT OF THE CALIFORNIA COASTAL TRAIL.- TRANSFERRED LAND TO OUR PARTNERS FOR LONG-TERM CARE AND PUBLIC ACCESS PLANNING: PARTIAL INTEREST IN THE 600-ACRE SOUTH COWELL RANCH TRANSFERRED TO MIDPENINSULA REGIONAL OPEN SPACE DISTRICT AS PART OF THE ONGOING EFFORT TO ENHANCE THE EXISTING CONSERVATION EASEMENT AND PROVIDE FUTURE PUBLIC ACCESS TO THE UPLAND PORTION. - 21-ACRE PARCEL TRANSFERRED TO THE CITY OF HALF MOON BAY, WITH A TRAIL EASEMENT RETAINED BY POST - 182 ACRES TRANSFERRED TO MIDPENINSULA REGIONAL OPEN SPACE DISTRICT AS AN ADDITION TO THE EL SERENO OPEN SPACE PRESERVE.- THIS BRINGS THE TOTAL NUMBER OF ACRES PROTECTED THROUGH POST'S EFFORTS AND FINANCIAL SUPPORT TO 82,754. - CONSERVATION AREA 3649524 123711 459433 LAND MANAGEMENT:POST CURRENTLY HOLDS 20,093 ACRES IN FEE OWNERSHIP AND HOLDS CONSERVATION EASEMENTS AND DEED RESTRICTIONS ON 14,458 ACRES. THE ORGANIZATION HAS AN ESTABLISHED STEWARDSHIP PROGRAM FOR THE LANDS IT OWNS THAT INCLUDES RESOURCE CONSERVATION PLANNING AND MANAGEMENT, ALONG WITH ACTIVE USES OF LAND FOR CONSERVATION GRAZING AND AGRICULTURE, SUSTAINABLE FOREST MANAGEMENT AND RESTORATION WHERE APPROPRIATE, AND DEVELOPMENT OF COMPATIBLE RECREATIONAL OPPORTUNITIES. POST WORKS TO PROTECT AND MANAGE LANDS IN ITS POSSESSION THROUGH SITE-SPECIFIC STEWARDSHIP PLANS FOR THE NATURAL RESOURCES ON EACH... PROPERTY. POST STAFF AND VOLUNTEERS ACTIVELY MONITOR THE ACREAGE ON WHICH POST HOLDS EASEMENTS OR RESTRICTIONS. VOLUNTEERS ALSO ASSIST WITH STEWARDSHIP PROJECTS ON POST-OWNED LAND. IN TOTAL, DESPITE PERIODIC MANDATORY SHUT-DOWNS OF IN-PERSON GATHERINGS DUE TO CALTRANS AND COUNTY-REQUIRED COVID-19 SOCIAL DISTANCING REQUIREMENTS, POST LAND VOLUNTEERS STILL CONTRIBUTED AN IMPRESSIVE 712 HOURS OF WORK TIME IN 2020 MONITORING POST-OWNED LAND INCLUDING CONSERVATION EASEMENT MONITORING, PARTICIPATING IN HIGHWAY CLEAN-UPS, AND MAPPING AND TREATING INVASIVE PLANTS THAT DEGRADE NATURAL SYSTEMS THROUGHOUT OUR WORKING AREA. THESE ARE SOME OF THE MOST IMPACTFUL PROJECTS WE IMPLEMENTED IN ORDER TO CARE FOR THE LANDS WE PROTECT:FY21 PROJECTS - SAN VICENTE REDWOODS AND FILICE RANCH: - FIRE AND POST-FIRE RESPONSE - CLEANED UP AND ABATED SOIL TOXINS FROM BURNED STRUCTURES - POST-FIRE ROAD MAINTENANCE - REPLACED BURNED WATER LINE FROM NATURAL SPRING TO WATER TANKS ON FILICE RANCH - HAZARD TREE REMOVAL IN UPPER SAN VICENTE CREEK WATERSHED -INITIATED CONSTRUCTION OF 1.5 MILES OF SHADED FUEL BREAKS ON RIDGES IN THE DEADMAN RESTORATION RESERVE- BARN RESTORATION AT MA DA DIL- RESTORATION OF 2 AGRICULTURAL BUILDINGS ON CLOVERDALE RANCH - INITIATED THE COYOTE VALLEY ROAD ECOLOGY STUDY WITH PARTNERS PATHWAYS FOR WILDLIFE AND THE SANTA CLARA VALLEY HABITAT AGENCY. THIS STUDY WILL ASSESS WILDLIFE MOVEMENT BETWEEN PROTECTED AREAS IN NORTH COYOTE VALLEY AND PROVIDE RECOMMENDATIONS TO REDUCE WILDLIFE-VEHICLE COLLISIONS AND MAINTAIN OR ENHANCE HABITAT CONNECTIVITY.- WITH SAN MATEO COUNTY PARKS, ADOPTED PREFERRED PARK DESIGNS FOR TUNITAS CREEK BEACH THROUGH 2 ROUNDS OF COMMUNITY ENGAGEMENT. RELEASED AN INITIAL STUDY/MITIGATED NEGATIVE DECLARATION TO SATISFY THE CALIFORNIA ENVIRONMENTAL QUALITY ACT. 2734299 0 27420 COMMUNITY OUTREACH AND EDUCATION:TO FURTHER OUR COMMUNITY GROWTH AND ENGAGEMENT EFFORTS, IN FISCAL YEAR 2021, THE ORGANIZATION CONTINUED OUR CONTENT MARKETING AND ENGAGEMENT PROGRAMS IN ORDER TO GROW OUR COMMUNITY AND ENGAGE PROSPECTIVE DONORS. BETWEEN NEW PIECES, AND REVISIONS TO EXISTING CONTENT, WE DISTRIBUTED AT LEAST 40 INFORMATIONAL PIECES SUCH AS GUIDES, BLOG POSTS, PRINT MATERIALS AND PRESS RELEASES. AS A RESULT, WE ATTRACTED JUST UNDER 33,000 NEW COMMUNITY MEMBERS TO OUR EMAIL LIST WHICH IS NOW OVER 110,000 STRONG. WE CONTINUED TO IMPLEMENT DIGITAL DONOR ACQUISITION CAMPAIGNS USING... OUR CRM AND MARKETING AUTOMATION PLATFORMS TARGETED AT NON-DONOR COMMUNITY MEMBERS AND SOCIAL MEDIA. TWO SEASONAL DIGITAL CAMPAIGNS (JULY AND SEPTEMBER) GENERATED 298 GIFTS AND OVER $50,000. AT CALENDAR YEAR END, WE IMPLEMENTED ANOTHER STRONG MULTI-PART MATCH CAMPAIGN THAT TOOK PLACE FROM GIVING TUESDAY (THE FIRST TUESDAY AFTER THANKSGIVING) UNTIL DECEMBER 31. THE RESULTS WERE TREMENDOUS DELIVERING OVER $1,000,000 IN REVENUE AND OVER 4,275 DONORS. DONOR SUPPORT REMAINED VERY STRONG THROUGH FISCAL YEAR END, WITH POST ACHIEVING ANNUAL OPERATING FUND REVENUES AND DONOR COUNTS OF OVER $6.6 MILLION AND OVER 10,000 RESPECTIVELY. AN ALL-TIME RECORD!COMMUNITY MEMBERS AND DONORS CONTINUED TO STAY CONNECTED TO POST THROUGHOUT THE YEAR VIA OUR MONTHLY NEWSLETTERS AND OUTREACH EVENTS. WE CONTINUED OUR ONLINE EVENT PROGRAM AND EXECUTED THE ENTIRETY OF THE WALLACE STEGNER LECTURES ONLINE. WE MADE THE FIRST LECTURE WITH DOLORES HUERTA AND LUIS VALDEZ A FREE EVENT, AND GENERATED THE LARGEST ATTENDANCE FOR A LECTURE IN POST'S HISTORY WITH OVER 3,000 REGISTRANTS. OVER 18,000 PEOPLE REGISTERED FOR OUR ONLINE AND IN PERSON EVENTS (WHICH WERE LIMITED), WITH OVER 10,000 PEOPLE ATTENDING OF WHICH 53% WERE NEW TO OUR LIST. IN NOVEMBER, WE LAUNCHED A MULTI-FACETED CAMPAIGN TO RAISE AWARENESS FOR POST AND OUR WORK. CALLED THE FIND YOUR PLACE CAMPAIGN, THE PROGRAM WAS AIMED AT GROWING AWARENESS FOR THE ORGANIZATION, AND GENERATING LIST SIGN UPS. WHILE THE MEASURABLE IMPACTS WERE DISAPPOINTING OVERALL, WE DID SEE A 16% INCREASE IN AWARENESS AMONGST THE PRIMARY TARGETED AUDIENCE, AND A 4% INCREASE IN AWARENESS IN OUR SECONDARY TARGET AUDIENCE. AS OF 7/31/21, OUR FACEBOOK ADS REACHED A TOTAL OF 872,974 USERS WITH AN AVERAGE FREQUENCY OF 10.2. YOUTUBE ADS CONTRIBUTED AN ADDITIONAL 1,698,883 REACH WITH AN AVERAGE FREQUENCY OF 9.8, WHILE PRE-ROLL, CONNECTED TV, AND HULU ADS GAVE US AN ADDITIONAL ESTIMATED FREQUENCY OF 15-20 PER USER.POST ALSO PRODUCED AND DELIVERED THREE ISSUES OF OUR LANDSCAPES MAGAZINE THIS YEAR AND ONE EDITION OF OUR ANNUAL IMPACT REPORT BOTH OF WHICH WERE DISTRIBUTED TO OVER 11,000 DONORS. 17641597 1 1 0 1 0 0 1 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 62 0 55 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA FL GA NM NY NC OK OR TN VA MD PA CT WI IL HI CO WA MA MI MO NJ X X MARK STEVENS 6508547696 222 HIGH STREET PALO ALTO CA 94301 ANDREW BOSWORTH CHAIRMAN & DIRECTOR 2.00 X X 0 0 0 SUZANNE SULLIVAN VICE CHAIRMAN & DIRECTOR 2.00 X X 0 0 0 JOHN CHAMBERLAIN DIRECTOR 1.00 X 0 0 0 KEN YEAGER DIRECTOR 2.00 X 0 0 0 DENNIS DEBROECK DIRECTOR 2.00 X 0 0 0 SEAN DEMPSEY DIRECTOR 2.00 X 0 0 0 ROD FERGUSON DIRECTOR 4.00 X 0 0 0 WENDE HUTTON DIRECTOR 2.00 X 0 0 0 JENNIFER LYNCH DIRECTOR 2.00 X 0 0 0 ALISA MACAVOY DIRECTOR 1.00 X 0 0 0 RAJESH MASHRUWALA DIRECTOR 2.00 X 0 0 0 MATT MILLER DIRECTOR 1.00 X 0 0 0 SANJAY VASWANI DIRECTOR 1.00 X 0 0 0 EMERICK WOODS DIRECTOR 1.00 X 0 0 0 KIMBERLY YOUNG DIRECTOR 1.00 X 0 0 0 BRAD O'BRIEN SECRETARY 3.00 X 0 0 0 WALTER T MOORE PRESIDENT 40.00 X 351751 0 57437 MARK STEVENS TREASURER & CFO 40.00 X 256692 0 46720 CURTIS RIFFLE VP LAND STEWARDSHIP 40.00 X 268895 0 19085 MARTHA TEDESCO VP OF MARKETING 40.00 X 213570 0 57643 GORDON CLARK VP OF DEVELOPMENT 40.00 X 201791 0 36472 NOELLE CHAMBERS VP OF CONSERVATION (SINCE JULY 2020) 40.00 X 166980 0 37006 DIANE CORDOVA CHIEF TALENT OFFICER 39.00 X 194053 0 46951 JUSTIN ELIOT DIRECTOR OF FINANCE 40.00 X 181219 0 10974 JEANINE CRIDER DIRECTOR OF PLANNED GIVING 40.00 X 151405 0 28114 PATRICK MARSHALL SR. PROJECT & LEGAL AFFAIRS MANAGER 40.00 X 154609 0 22621 JENNIFER KOEPCKE DIRECTOR OF INSTITUTIONAL ENGAGEMENT 40.00 X 148436 0 16326 2289401 0 379349 11 0 1 0 W L BUTLER CONSTRUCTION INC 1629 MAIN ST REDWOOD CITY CA 94063 CONSTRUCTION SERVICES 729141 RALLY 6565 SUNSET BLVD SUITE 400 SAN FRANCISCO CA 94102 ADVERTISING 618335 SHUTE MIHALY & WEINBERGER LLP 396 HAYES ST SAN FRANCISCO CA 94102 LEGAL SERVICES 457612 BW ENGINEERING 225 THE CROSSROADS 135 CARMEL CA 93923 PROPERTY MAINTENANCE 273998 KARL FREDERICK BAREIS 2900 SMITH GRADE SANTA CRUZ CA 95060 PROPERTY MAINTENANCE 240348 25 750535 14218855 2992367 14969390 RENTAL INCOME 900002 239626 239626 MISC PROGRAM INCOME 110000 219807 219807 LECTURE SERIES INCOME 611600 27420 27420 486853 4469363 4469363 86221341 68257510 17963831 17963831 17963831 OTHER INCOME 900099 843515 843515 843515 38732952 486853 0 23276709 7150362 7150362 1721545 832713 465598 423234 5091186 2645921 949562 1495703 253156 122963 50894 79299 564957 293459 105609 165889 248596 130495 43580 74521 375102 343320 31782 46654 46654 367000 367000 300641 300641 323383 323383 1964402 1686542 149474 128386 955742 922859 3856 29027 279574 119951 29037 130586 395780 215456 60301 120023 8066 5042 1061 1963 69325 40386 10487 18452 44414 15047 29367 227359 118582 41244 67533 136102 85074 51028 LAND MAINTENANCE 1673213 1591656 73034 8523 LAND/EASEMENT TRANSACTI 585000 585000 PROPERTY TAXES 185838 184611 1227 PERMITS/FEES 124096 47221 19845 57030 220972 137937 43005 40030 23312465 17641597 2530028 3140840 388570 1398271 5301784 3617854 1111053 755535 24202799 24076749 356235 264966 8816558 1683529 6833133 7133029 151606352 169343685 6875125 8114641 116359614 125929688 313034665 340634418 2069663 1881553 8083008 4015136 5142935 5621099 15295606 11517788 X 288735090 318092687 9003969 11023943 297739059 329116630 313034665 340634418 15420487 15957084 0 X X 0 1 X 1 0 X 8893966 18040772 21080133 24740757 14969389 87725017 8893966 18040772 21080133 24740757 14969389 87725017 7889401 79835616 3959129 4707962 4629178 4240347 4736409 22273025 109998042 0.72580 0.73940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 397322 397322 22915145 23312467 1000000 250000 0 0 825560 1000000 1000000 1000000 3825560 5738340 262000 73450 49902 397322 782674 206390 250000 250000 250000 956390 1434585 FORM 990, SCHEDULE C, PART II-A: POST FUNDED AND PROVIDED STAFF SUPPORT FOR A BALLOT MEASURE PROVING FOR CONSERVATION FUNDING IN SANTA CLARA COUNTY. X X X 36 14373.00 1 1 51.00 186033 768258 207183 37498 937943 767495 31201 30438 768258 758252 33030 23787 767495 717950 61902 21600 758252 676966 63058 22074 717950 0.58690 0.41310 0 0 2351899 2351899 5443822 1370257 4073565 1020837 313272 707565 7133029 OTHER RECEIVABLE 101795 ASSET OBLIGATION 1271143 LAND HELD FOR CONSERVATION 124556750 125929688 LIABILITY UNDER CRUT 3349984 ASSET RETIREMENT OBLIGATIONS 1799924 STEWARDSHIP LIABILITIES 471191 5621099 X 54366653 15957084 15957084 38409569 323383 323383 38732952 22989082 0 22989082 323383 323383 23312465 PART II, LINE 5: POST MONITORS ALL OF ITS CONSERVATION EASEMENTS AT LEAST ANNUALLY IN ORDER TO 1) OBSERVE THE CONDITION OF THE PROPERTY IN ORDER TO DETERMINE WHETHER IT IS IN COMPLIANCE WITH EASEMENT TERMS; 2) CREATE A RECORD OF EASEMENT STEWARDSHIP AND PROPERTY CONDITION OVER TIME; AND 3) MAINTAIN A WORKING RELATIONSHIP WITH THE LANDOWNER. IT IS POST'S POLICY TO UPHOLD ITS CONSERVATION EASEMENTS AS WRITTEN AND TO IDENTIFY, INVESTIGATE, EVALUATE AND RESPOND TO ANY POTENTIAL VIOLATIONS AS QUICKLY AS POSSIBLE. IN THE CASE OF A MATERIAL VIOLATION, POST WILL REQUIRE CESSATION, REPAIR, AND/OR MITIGATION OF ANY DAMAGE TO PROTECTED CONSERVATION VALUES. POST IS PREPARED TO TAKE LEGAL ACTION TO DEFEND ITS RIGHTS AS EASEMENT HOLDER IF NECESSARY. POST HAS A CONSERVATION EASEMENT STEWARDSHIP FUND TO PROVIDE RESOURCES FOR LEGAL DEFENSE AND MAINTAINS CONSERVATION DEFENSE INSURANCE THROUGH TERRAFIRMA RRG LLC. CONSERVATION EASEMENT DOCUMENTS CLEARLY DESCRIBE THE PROCESS FOR ENFORCING THE TERMS OF THE EASEMENT SHOULD ANY VIOLATION BE IDENTIFIED TO ENSURE THAT CORRECTIVE ACTIONS ARE TAKEN TO CURE THE VIOLATION. PART II, LINE 9: THE ORGANIZATION PERIODICALLY RECEIVES OR PURCHASES CONSERVATION EASEMENTS WHICH LIMIT THE ALLOWABLE USES OF THE RELATED PROPERTY TO OPEN SPACE USES CONSISTENT WITH THE ORGANIZATION'S MISSION. CONTRIBUTED CONSERVATION EASEMENTS RECEIVED ARE RECORDED AS LAND CONTRIBUTIONS BASED ON THE ESTIMATED VALUE GIVEN UP BY THE LAND OWNER BY RESTRICTING THE USE OF THE PROPERTY WITH AN EASEMENT. CONSERVATION EASEMENTS PURCHASED BEAR NO FUTURE BENEFIT TO THE ORGANIZATION AND ARE THEREFORE INCLUDED AS PART OF LAND AND EASEMENT TRANSACTIONS EXPENSE IN THE YEAR THEY ARE ACQUIRED. IN CONNECTION WITH THE TRANSFER OR SALE OF LAND, THE ORGANIZATION MAY RETAIN A CONSERVATION EASEMENT ON THE LAND. BECAUSE THESE EASEMENTS BEAR NO POSSIBLE FUTURE FINANCIAL BENEFIT TO THE ORGANIZATION, THEY ARE NOT RECORDED ON THE ORGANIZATION'S STATEMENT OF FINANCIAL POSITION. SOMETIMES, THE ORGANIZATION MAY SELL A CONSERVATION EASEMENT TO A NONPROFIT OR PUBLIC AGENCY PARTNER WHILE RETAINING OWNERSHIP OF THE PROPERTY. PART V, LINE 4: LANE STEWARDSHIP ENDOWMENT: THESE FUNDS MAY BE USED FOR EXPENSES TO MAINTAIN TRAILS, REMOVE INVASIVE AND EXOTIC SPECIES, UNDERTAKE EROSION PREVENTION AND REPAIR, AND RESTORE PLANT AND ANIMAL HABITATS. WILBUR'S WATCH ENDOWMENT: THIS GRANT IS RESTRICTED TO ACTIVITIES RELATED TO THE MAINTENANCE OF THE TRAIL AT WILBUR'S WATCH ON POST'S CLOVERDALE PROPERTY. THIS INCLUDES SUCH ITEMS AS ANNUAL STEWARDSHIP SUCH AS MOWING, PAMPAS GRASS REMOVAL, AND MONITORING; REPLACEMENT OF ITEMS SUCH AS THE BENCH, TELESCOPE, AND SIGNAGE; AND REPAIR OF THE TRAIL. PART X, LINE 2: THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS AND WILL RECOGNIZE A LOSS CONTINGENCY WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. AS OF JUNE 30, 2021 MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. X X X X X X 1 FRESH EYES DIGITAL 2821 N SPAULDING AVE CHICAGO IL 60618 PROFESSIONAL FUNDRAISING 0 808669 84000 424669 NEXT GENERATION FUNDRAISING INC 1235 WESTLAKES DR STE 130 BERWYN PA 19312 PROFESSIONAL FUNDRAISING 0 369434 216641 152793 1178103 300641 577462 1 PUENTE DE LA COSTA SUR PO BOX 554 PESCADERO CA 94060 371484262 501C3 5000 GENERAL OPERATING SUPPORT PESCADERO EDUCATION FOUNDATION PO BOX 663 PESCADERO CA 94060 943378920 501C3 5500 SUPPORT FOR SCHOOLS IN LIEU OF PROPERTY TAXES THE REGENTS OF THE UNIVERSITY OF CALIFORNIA 2195 HEARST AVENUE 120 BERKELEY CA 947201104 GOVERNMENT 50000 SUPPORT FOR THE DEVELOPEMNT OF THE COYOTE VALLEY CREDITS PROGRAM LA HONDA-PESCADERO UNIFIED SCHOOL DISTRICT PO BOX 189 PESCADERO CA 94060 GOVERNMENT 51361 ANNUAL PAYMENT IN LIEU OF TAXES TO LHPUSD SAN MATEO RESOURCE CONSERVATION DISTRICT 80 STONE PINE SUITE 100 HALF MOON BAY CA 94019 941553749 501C3 95000 SUPPORT FOR THE SANTA CLARA COUNTY VEGETATION MAPPING PROJECT MIDPENINSULA REGIONAL OPEN SPACE DISTRICT 330 DISTEL CIRCLE LOS ALTOS CA 94022 GOVERNMENT 102350 SUPPORT FOR WINDY HILL ADA UPGRADES AND HIGHWAY 35 TRAIL AND PARKING STUDY CITY OF HALF MOON BAY 501 MAIN STREET HALF MOON BAY CA 94019 GOVERNMENT 135000 FMV PER APPRAISAL, BOOK VALUE GIFT OF LAND THROUGH BARGAIN SALE OF HIGHWAY 92 PROPERTY DONATION OF A LAND ALONG HIGHWAY 92 GREEN FOOTHILLS 3921 E BAYSHORE ROAD PALO ALTO CA 94303 946121854 501C3 148000 SUPPORT FOR EFFORTS IN COYOTE VALLEY, JURISTAC AND OTHER GENERAL OPERATIONS. SANTA CLARA VALLEY OPEN SPACE AUTHORITY 33 LAS COLINAS LANE SAN JOSE CA 95119 GOVERNMENT 1091000 SUPPORT FOR THE SOBRATTO PROPERTY ACQUISTION AND WORK IN COYOTE VALLEY SAVE THE REDWOODS LEAGUE 111 SUTTER STREET SAN FRANCISCO CA 94104 940843915 501C3 2000000 SUPPORT FOR THE CASCADE CREEK PROPERTY ACQUISITION SANTA CLARA VALLEY HABITAT AGENCY 535 ALKIRE AVENUE SUITE 100 MORGAN HILL CA 95037 GOVERNMENT 3432526 SUPPORT FOR ROAD ECOLOGY STUDY AND THE ACQUISITION OF TILTON RANCH 5 6 PART I, LINE 2: POST MONITORS THE USE OF GRANTS AND OTHER ASSISTANCE THROUGH CLOSE COORDINATION WITH THE GRANTEE TO ENSURE FUNDS ARE UTILIZED FOR THE INTENDED PURPOSE AS AGREED UPON BETWEEN THE ORGANIZATIONS. IN SOME CASES, A GRANT AGREEMENT IS SIGNED BY BOTH PARTIES IN WHICH WE MAY REQUIRE THE GRANTEE TO SUBMIT UPDATES ON THE USE OF FUNDS BY SPECIFIC DATES. IF A THIRD PARTY IS INVOLVED AS THE GRANTOR, AND POST SERVES AS THE PASS-THROUGH ENTITY, WE WILL MANAGE AND BE HELD RESPONSIBLE FOR THE REPORTING REQUIREMENTS SET BY THE GRANTOR. X X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 WALTER T MOORE PRESIDENT 331787 0 0 0 19964 0 18872 0 38565 0 409188 0 0 0 MARK STEVENS TREASURER & CFO 255979 0 0 0 713 0 15873 0 30847 0 303412 0 0 0 CURTIS RIFFLE VP LAND STEWARDSHIP 247092 0 0 0 21803 0 15107 0 3978 0 287980 0 0 0 MARTHA TEDESCO VP OF MARKETING 213106 0 0 0 464 0 13834 0 43809 0 271213 0 0 0 DIANE CORDOVA CHIEF TALENT OFFICER 175346 0 0 0 18707 0 11725 0 35226 0 241004 0 0 0 GORDON CLARK VP OF DEVELOPMENT 182183 0 0 0 19608 0 11508 0 24964 0 238263 0 0 0 NOELLE CHAMBERS VP OF CONSERVATION (SINCE JULY 2020) 166926 0 0 0 54 0 10905 0 26101 0 203986 0 0 0 JUSTIN ELIOT DIRECTOR OF FINANCE 181111 0 0 0 108 0 10874 0 100 0 192193 0 0 0 JEANINE CRIDER DIRECTOR OF PLANNED GIVING 151308 0 0 0 97 0 9749 0 18365 0 179519 0 0 0 PATRICK MARSHALL SR. PROJECT & LEGAL AFFAIRS MANAGER 153352 0 0 0 1257 0 5659 0 16962 0 177230 0 0 0 JENNIFER KOEPCKE DIRECTOR OF INSTITUTIONAL ENGAGEMENT 148188 0 0 0 248 0 8899 0 7427 0 164762 0 0 0 PART I, LINE 1A DIANE CORDOVA RESIDED IN A RESIDENCE, THROUGH APRIL 2020, THE USE OF WHICH HAS BEEN DONATED TO POST FOR THIS PURPOSE. THE IN-KIND VALUE OF HER HOUSING IS REPORTED AS TAXABLE INCOME. POST HAS A WELLNESS REIMBURSEMENT PROGRAM WHICH PROVIDES REIMBURSEMENT OF GYM MEMBERSHIPS. THESE REIMBURSEMENTS ARE TREATED AS TAXABLE INCOME. X 72 2862367 AVG HI/LOW GIFT DATE X 2 130000 APPRAISAL 0 1 1 PART I, LINE 32B: POST DIRECTS OUR INVESTMENT ADVISORS SAND HILL GLOBAL ADVISORS TO SELL ALL NONCASH CONTRIBUTIONS OF STOCKS OR SECURITIES UPON RECEIPT. ALL MARKETABLE SECURITIES WILL BE SOLD UPON RECEIPT UNLESS OTHERWISE DIRECTED BY POST'S FINANCIAL ADVISORS OR THE INVESTMENT COMMITTEE OF POST'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B EACH YEAR, PRIOR TO SUBMISSION, THE AUDIT COMMITTEE SHALL ENSURE THAT POST'S FORM 990 IS REVIEWED BY A MEMBER OF THE COMMITTEE OR A DESIGNEE OF THE COMMITTEE WITH APPROPRIATE QUALIFICATIONS. IN ADDITION, THE DRAFT SUBMISSION WILL BE MADE AVAILABLE TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C WHEN JOINING THE ORGANIZATION, AND ON AN ANNUAL BASIS, BOARD MEMBERS, MEMBERS OF THE INVESTMENT AND AUDIT COMMITTEES, AND ALL STAFF FILL OUT A CONFLICT OF INTEREST STATEMENT. IF A CHANGE IN A PERSON'S MATERIAL INTEREST IN A MATTER THAT COULD AFFECT POST OCCURS, THAT PERSON MUST AMEND THE CONFLICT OF INTEREST STATEMENT. ALL DISCLOSURE STATEMENTS SHALL BE REVIEWED BY THE CHAIR OF THE BOARD GOVERNANCE COMMITTEE AND PRESIDENT. FORM 990, PART VI, SECTION B, LINE 15 THE BUDGET & COMP COMMITTEE SETS THE SALARY OF THE PRESIDENT AND REVIEWS AND APPROVE THE SALARIES OF THE EXECUTIVE TEAM MEMBERS. THE BUDGET & COMP COMMITTEE ALSO REVIEWS AND ESTABLISHES THE COMPENSATION PHILOSOPHY, COMPETITIVE POSITIONING, AND SALARY STRUCTURE FOR THE REST OF THE STAFF AND APPROVES ALL CHANGES TO BENEFITS POLICIES. THE BUDGET AND BUDGET & COMP COMMITTEE IS CHARGED WITH RECOMMENDING TO THE BOARD OF DIRECTORS A COMPENSATION PACKAGE, INCLUDING BASE SALARY, BENEFITS, AND RETIREMENT CONTRIBUTIONS, FOR THE PRESIDENTAND CFO. WHEN CONSIDERING THE COMPENSATION PACKAGE, THE COMMITTEE REVIEWS COMPENSATION OF EXECUTIVES OF COMPARABLE NON-PROFIT ORGANIZATIONS LOCALLY AND THROUGHOUT THE UNITED STATES AS WELL AS MARKET DATA FROM OUR COMPENSATION CONSULTANTS AND VARIOUS COMPENSATION SURVEYS. THE BOARD OF DIRECTORS APPROVES THE RECOMMENDED COMPENSATION PACKAGE ON AN ANNUAL BASIS BEFORE THE START OF THE FISCAL YEAR OR BEFORE THE EFFECTIVE DATE OF ANY CHANGE IN COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE MADE AVAILABLE VIA THE ORGANIZATION'S WEBSITE EACH YEAR. PART XII, LINE 2C THE ORGANIZATION MAINTAINS AN AUDIT COMMITTEE WHOSE DUTIES AND RESPONSIBILITIES INCLUDE RECOMMENDING TO THE BOARD OF DIRECTORS THE RETENTION AND TERMINATION OF AN INDEPENDENT AUDITOR AND DETERMINING WHETHER TO ACCEPT THE AUDITOR'S ANNUAL AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS. NO CHANGE TO THE PROCESS OCCURRED FOR THE FYE 6/30/2021. LAKE LUCERNE MUTUAL WATER COMPANY 222 HIGH STREET PALO ALTO CA 94301 942689518 DEVELOP, DISTRIBUTE, SUPPLY, AND DELIVER WATER FOR IRRIGATION USE ONLY CA 501(C)(12) 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAKE LUCERNE MUTUAL WATER COMPANY D 101795 FMV