2020-12-17T16:15:51-06:00 2020-06-30 271155496 ROBERT LEE & ASSOCIATES LLP 999 W TAYLOR STREET SAN JOSE CA 95126 990 2019-07-01 942392007 PENINSULA OPEN SPACE TRUST PENI 6508547696 222 HIGH STREET PALO ALTO CA 94301 WALTER T MOORE PRESIDENT 6508547696 2020-12-17 1 SCOTT R SMEAD P01208759 4088556770 2019 2022-09-23 18:48:47Z WALTER T MOORE 222 HIGH STREET PALO ALTO CA 94301 155629808 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. 18 18 59 197 0 0 21080133 24703919 326297 462710 9669314 5912852 609256 42461 31685000 31121942 1195957 21786863 0 0 6576655 7207145 0 0 3219526 19351615 8265518 27124227 37259526 4560773 -6137584 315775082 313034665 11785303 15295606 303989779 297739059 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 24279844 20829262 LAND TRANSACTIONS:-ESTABLISHED THE NORTH COYOTE VALLEY CONSERVATION AREA IN PARTNERSHIP WITH THE SANTA CLARA VALLEY OPEN SPACE AUTHORITY AND THE CITY OF SAN JOSE (688AC IN FY20 WITH ADDITIONAL ACREAGE PROTECTED IN FY21).-ACQUIRED CALERO LAKEVIEW, PROVIDING AN OPPORTUNITY TO EVENTUALLY ADD ITS 136 ACRES TO CALERO COUNTY PARK.-PROTECTED UVAS SOUTH, 347 ACRES OF HIGH-QUALITY WILDLIFE HABITAT IN THE SOUTH BAY.-PURCHASED A MAJORITY INTEREST IN THE 600-ACRE SOUTH COWELL RANCH WITH PLANS TO UPGRADE THE EXISTING CONSERVATION EASEMENT AND TRANSFER THE HILLY AREA FOR POTENTIAL PUBLIC ACCESS.-PRESERVED GORDON RIDGE, 540 ACRES OF RANCHLAND IN SCENIC SAN GREGORIO, ALONG WITH 38 ACRES OF NEARBY FARMLAND CALLED RISING ACRES.-TRANSFERRED LAND TO OUR PARTNERS FOR LONG-TERM CARE AND PUBLIC ACCESS PLANNING: - GORDON RIDGE TO MIDPENINSULA REGIONAL OPEN SPACE DISTRICT - TUNITAS CREEK BEACH TO SAN MATEO COUNTY PARKS - JUST OVER 87 ACRES AT WAVECREST TO COASTSIDE LAND TRUST - 320 ACRES OF MATURE REDWOODS AT GAZOS CREEK TO SEMPERVIRENS FUND - FISHER FLATS TO THE CITY OF SAN JOSE AS PART OF THE NORTH COYOTE VALLEY CONSERVATION AREA 5144432 956852 375553 LAND MANAGEMENT:POST CURRENTLY HOLDS 20,382 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, POST STEWARDSHIP VOLUNTEERS CONTRIBUTED AN IMPRESSIVE 2,091 HOURS OF WORK TIME IN 2020 MONITORING POST-OWNED LANDS, 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: -AT SAN VICENTE REDWOODS: - WORKED WITH THE AMAH MUTSUN NATIVE STEWARDSHIP CORPS AND CAL FIRE TO PILE UNWANTED FOREST FLOOR FUEL IN 30 ACRES AND CONDUCT A CONTROLLED BURN. - CONDUCTED A 25-ACRE PRESCRIBED BURN WITH CAL FIRE ALONG EMPIRE GRADE ROAD AT SAN VICENTE REDWOODS. - IN AREAS OF SIGNIFICANT WILDLIFE ACTIVITY, WORKED WITH VOLUNTEERS TO STRATEGICALLY CUT FENCE GAPS AT FILICE RANCH, ALLOWING ANIMALS TO MOVE FREELY ACROSS THE LANDSCAPE.- RALLIED 11 ORGANIZATIONS AROUND A LONG-TERM PLAN FOR THE BAY TO SEA TRAIL AND COMPLETED A LETTER OF INTENT FROM ALL INVOLVED TO CARRY THE PROJECT FORWARD.- WITH SMCP, BEGAN AN EARLY-STAGE PUBLIC INPUT PROCESS FOR TUNITAS CREEK BEACH BY CREATING AND ROLLING OUT A COMMUNITY SURVEY.- COMPLETED CONSTRUCTION OF A NEW BRIDGE AT CLOVERDALE COASTAL RANCHES VITAL ACCESS TO 4 FARMING AND RANCHING OPERATIONS. - MADE SIGNIFICANT REPAIRS TO THE BARN AT JOHNSTON RANCH TO ALLOW FOR FULL FUNCTIONALITY, INCLUDING IMPROVEMENTS TO ITS HORSE STALLS, HAY STORAGE, WORKSHOP AND DRAINAGE.- BUILT A NEW RESERVOIR AS WELL AS TWO NEW HOUSING UNITS FOR FARMWORKERS AND THEIR FAMILIES AT BUTANO FARMS, IMPROVING THE OPERATION'S SUSTAINABILITY.- BEGAN RESTORATION WORK FOR FISHER CREEK IN COYOTE VALLEY, LED BY THE SANTA CLARA VALLEY OPEN SPACE AUTHORITY, KICKING OFF OUR JOINT EFFORT TO RESTORE THE VALLEY FLOOR'S ECOLOGICAL HEALTH.- CAPTURED RARE FOOTAGE OF A COYOTE AND A BADGER TRAVELING TOGETHER AS PART OF OUR SOUTHERN SANTA CRUZ MOUNTAINS WILDLIFE CONNECTIVITY STUDY. 2109240 749 87157 COMMUNITY OUTREACH AND EDUCATION:TO FURTHER OUR COMMUNITY GROWTH AND ENGAGEMENT EFFORTS, IN FISCAL YEAR 2020 THE ORGANIZATION CONTINUED OUR CONTENT MARKETING AND COMMUNITY ENGAGEMENT PROGRAMS IN ORDER TO GROW OUR COMMUNITY AND ENGAGE PROSPECTIVE DONORS. BETWEEN NEW PIECES, AND REVISIONS TO EXISTING CONTENT, WE CIRCULATED OVER 40 INFORMATIONAL PIECES INCLUDING GUIDES, BLOG POSTS, PRINT MATERIALS AND PRESS RELEASES. IN THIS WAY, WE ATTRACTED OVER 40,000 NEW COMMUNITY MEMBERS TO OUR EMAIL LIST WHICH IS NOW OVER 100,000 STRONG. WE CONTINUED TO IMPLEMENT DIGITAL DONOR CONVERSION CAMPAIGNS USING OUR CRM AND MARKETING AUTOMATION PLATFORMS. OUR JULY 2019 150 DONOR CHALLENGE CAMPAIGN FELL SHORT OF ITS GOAL, BUT STILL GENERATED 137 PARTICIPANTS AND OVER $9K IN REVENUE. HOWEVER, AT CALENDAR YEAR END, WE IMPLEMENTED A FULL BLOWN MULTIPART DIGITAL CAMPAIGN THAT TOOK PLACE FROM GIVING TUESDAY (THE FIRST TUESDAY AFTER THANKSGIVING) UNTIL DECEMBER 31. THE RESULTS WERE TREMENDOUS DELIVERING OVER $545,000 IN REVENUE AND OVER 2,300 DONORS. AN ALL-TIME RECORD. DONOR SUPPORT REMAINED STRONG THROUGH FISCAL YEAR END, DESPITE THE COVID-19 PANDEMIC, WITH POST ACHIEVING RECORD ANNUAL OPERATING FUND REVENUES AND DONOR COUNTS OF OVER $5.25 MILLION AND OVER 8,200 RESPECTIVELY. COMMUNITY MEMBERS AND DONORS CONTINUED TO BENEFIT AND STAY CONNECTED TO POST THROUGHOUT THE YEAR VIA OUR MONTHLY NEWSLETTERS AND OUTREACH EVENTS. WE WERE ON PACE FOR ONE OF OUR BETTER YEARS FOR COMMUNITY ENGAGEMENT AND THEN THE PANDEMIC HAPPENED. WE HAD COMPLETED ONE OF OUR LECTURES IN THE WALLACE STEGNER LECTURE SERIES KEVIN FEDARKO AND PETER MCBRIDE, BUT HAD TO CANCEL THE REMAINDER OF THE SEASON. THE TEAM TOOK THE OPPORTUNITY TO QUICKLY PIVOT TO ONLINE EVENTS AND PROCEEDED TO ACCELERATE THEIR PERFORMANCE BEYOND OUR EXPECTATIONS BY EXECUTING 2-3 ONLINE EVENTS EACH MONTH. THESE EVENTS PUSHED OUR ANNUAL TOTAL EVENT REGISTRATIONS TO OVER 16,000 AND WITH 11,000 OF THE SIGN UPS OCCURRING IN THE FOURTH FISCAL QUARTER. TWO SIGNIFICANT EVENTS HAPPENED FOR POST TO PUT US IN THE MEDIA SPOTLIGHT IN FY20. THE FIRST WAS OUR CLOSING OF THE NORTH COYOTE VALLEY ACQUISITIONS IN NOVEMBER 2019. POST WAS MENTIONED IN 109 ARTICLES AND HAD A REACH OF OVER 69 MILLION IMPRESSIONS. THEN IN FEBRUARY, A SHORT VIDEO OF A COYOTE AND A BADGER WENT VIRAL ON SOCIAL MEDIA. POST RECEIVED A LOT OF ATTENTION FOR THIS WITH MENTIONS IN OVER 850 ARTICLES AND A MEDIA REACH OF 3.2 BILLION IMPRESSIONS AND AN ADVERTISING EQUIVALENCY VALUE OF OVER $29 MILLION.POST ALSO PRODUCED AND DELIVERED THREE ISSUES OF OUR LANDSCAPES MAGAZINE THIS YEAR AND DISTRIBUTED EACH TO OVER 10,000 DONORS. 31533516 1 1 0 1 0 0 1 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 96 0 59 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 X 18 18 1 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 5.00 X X 0 0 0 SUZANNE SULLIVAN VICE CHAIRMAN & DIRECTOR 3.00 X X 0 0 0 JOHN CHAMBERLAIN DIRECTOR 3.00 X 0 0 0 KIMBERLY YOUNG DIRECTOR 3.00 X 0 0 0 KEN YEAGER DIRECTOR 2.00 X 0 0 0 DENNIS DEBROECK DIRECTOR 3.00 X 0 0 0 SEAN DEMPSEY DIRECTOR 3.00 X 0 0 0 ROD FERGUSON DIRECTOR 3.00 X 0 0 0 JAN F GARROD DIRECTOR 3.00 X 0 0 0 WENDE HUTTON DIRECTOR 3.00 X 0 0 0 JENNIFER LYNCH DIRECTOR 3.00 X 0 0 0 ALISA MACAVOY DIRECTOR 2.00 X 0 0 0 RAJESH MASHRUWALA DIRECTOR 2.00 X 0 0 0 MATT MILLER DIRECTOR 4.00 X 0 0 0 KARIE THOMSON DIRECTOR 2.00 X 0 0 0 SANJAY VASWANI DIRECTOR 2.00 X 0 0 0 EMERICK WOODS DIRECTOR 2.00 X 0 0 0 BRAD O'BRIEN SECRETARY 2.00 X 0 0 0 WALTER T MOORE PRESIDENT 40.00 X 334579 0 56637 MARK STEVENS TREASURER & CFO 40.00 X 242413 0 41748 CURTIS RIFFLE VICE PRESIDENT, LAND STEWARDSHIP 40.00 X 251734 0 18394 MARTHA TEDESCO VICE PRESIDENT OF MARKETING 40.00 X 195799 0 57618 GORDON CLARK SENIOR DIRECTOR OF DEVELOPMENT 40.00 X 188392 0 32164 DIANE CORDOVA CHIEF TALENT OFFICER 34.00 X 159242 0 41557 JUSTIN ELIOT DIRECTOR OF FINANCE 40.00 X 170347 0 8324 JEANINE CRIDER DIRECTOR OF PLANNED GIVING 40.00 X 143761 0 32205 NOELLE THURLOW SR. DIRECTOR OF LAND PROGRAMS & TRANSACTIONS 40.00 X 142849 0 30376 JENNIFER KOEPCKE DIRECTOR OF INSTITUTIONAL ENGAGEMENT 40.00 X 141336 0 20314 1970452 0 339337 10 0 1 0 SHUTE MIHALY & WEINBERGER LLP 396 HAYES STREET SAN FRANCISCO CA 94102 LEGAL SERVICES 475529 REBER CONSTRUCTION INC 1201 SHAFFER RD SANTA CRUZ CA 95060 CONSTRUCTION SERVICES 447888 GO NATIVE INC PO BOX 370103 MONTARA CA 94037 ROADWORK, INVASIVE SPECIES REMOVAL, MAIN 284812 KBM HOGUE 250 MONTGOMERY ST STE 1400 SAN FRANCISCO CA 94104 OFFICE FURNITURE & INSTALLATION 282652 NADIA HAMEY 247 SUNLIT LANE SANTA CRUZ CA 95060 FORESTRY SERVICES, SECURITY, INVASIVES C 251951 20 302116 24401803 3830775 24703919 RENTAL INCOME 900002 242134 242134 MISC PROGRAM INCOME 110000 133419 133419 LECTURE SERIES INCOME 611600 87157 87157 462710 3911056 3911056 126509662 124507866 2001796 2001796 2001796 OTHER INCOME 900099 42461 42461 42461 31121942 462710 0 5955313 21786863 21786863 1543067 675126 501377 366564 4585246 2281884 739914 1563448 245795 110931 56439 78425 553230 275867 87840 189523 279807 137392 48598 93817 664137 625143 38994 33372 173 33078 121 39000 39000 369022 369022 2357698 1970818 112263 274617 343790 318677 25113 373778 119177 27475 227126 412176 216662 58878 136636 6126 5476 213 437 31761 16712 12933 2116 138285 64354 49603 24328 35498 11651 23847 130970 64282 21863 44825 125220 75473 49747 LAND MAINTENANCE 2181833 2179025 921 1887 EVENTS/DONOR RECOG. 251091 112659 2278 136154 MISCELLANEOUS 231863 5431 223440 2992 PROPERTY TAXES 214310 213197 1113 325588 227543 46648 51397 37259526 31533516 2506484 3219526 769161 388570 2738009 5301784 1145387 1111053 24236657 24202799 299966 356235 8294434 1461301 5188381 6833133 174429985 151606352 7641276 6875125 99326260 116359614 315775082 313034665 1840604 2069663 3851099 8083008 6093600 5142935 11785303 15295606 X 295084270 288735090 8905509 9003969 303989779 297739059 315775082 313034665 -6137584 -113136 0 X X 0 1 X 1 0 X 16588517 8893966 18040772 21080133 24740757 89344145 16588517 8893966 18040772 21080133 24740757 89344145 7844745 81499400 3349902 3959129 4707962 4629178 4240347 20886518 110230663 0.73940 0.70850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49902 49902 37209623 37259525 1000000 250000 0 0 894073 825560 1000000 1000000 3719633 5579450 62000 262000 73450 49902 447352 223518 206390 250000 250000 929908 1394862 FORM 990, SCHEDULE C, PART II-A: $5,000 TO CAMPAIGN ACTION FUND TO SUPPORT POLLING ON A CLIMATE RESILIENCY BOND MEASURE; A TOTAL OF $34,000 PAID TO TWO LOBBYING CONSULTANTS, AND $10,902 OF COMPENSATED STAFF TIME (INCLUDING BENEFITS) IN SUPPORT OF A MEASURE TO EXTEND TAX-FUNDED FINANCIAL SUPPORT FOR CONSERVATION. X X X 35 14372.00 1 1 1740.00 80753 767495 31201 30438 768258 758252 33030 23787 767495 717950 61902 21600 758252 676966 63058 22074 717950 697739 164 20937 676966 0.72000 0.28000 0 0 2351899 2351899 3653942 1217777 2436165 287234 243524 43710 2001359 2001359 6833133 OTHER RECEIVABLE 63921 ASSET OBLIGATION 1279889 LAND HELD FOR CONSERVATION 115015804 116359614 LIABILITY UNDER CRUT 2911529 ASSET RETIREMENT OBLIGATIONS 1760215 STEWARDSHIP LIABILITIES 471191 5142935 X 30676622 -113136 36838 -76298 30752920 369022 369022 31121942 36927342 36838 36838 36890504 369022 369022 37259526 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, 2020 MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. 1 PUENTE DE LA COSTA SUR PO BOX 554 PESCADERO CA 94060 371484262 501C3 5000 SUPPORT FOR PESCADERO GROWN FARMER'S MARKET AND PUENTE'S FALL HARVEST CELEBRATION TRUST FOR CONSERVATION INNOVATION 405 14TH STREET SUITE 164 OAKLAND CA 94612 912166435 501C3 5000 SPONSORSHIP OF KITCHEN TABLE ADVISORS GRAZING AT THE KITCHEN TABLE EVENT. PIE RANCH PO BOX 363 PESCADERO CA 94060 261631976 501C3 6000 SPONSORSHIP OF FEAST IN THE FIELD AND GENERAL SUPPORT CALIFORNIA COUNCIL OF LAND TRUSTS 1029 J STREET SUITE 120 SACRAMENTO CA 95814 010826246 501C3 12500 SPONSORSHIP OF THE CALIFORNIA LAND CONSERVATION CONFERENCE AND GENERAL SUPPORT SANTA CLARA VALLEY HABITAT AGENCY 535 ALKIRE AVENUE SUITE 100 MORGAN HILL CA 95037 GOVERNMENT 664500 SUPPORT FOR UVAS SOUTH PROPERTY ACQUISITION AMAH MUTSUN LAND TRUST 419 S SAN ANTONIO ROAD SUITE 211 LOS ALTOS CA 94022 320447436 501C3 5000 GENERAL OPERATIONS CITY OF SAN JOSE 200 EAST SANTA CLARA STREET 17TH FLOOR SAN JOSE CA 95112 GOVERNMENT 4660000 46129 CAPITALIZED ASSET RETIREMENT OBLIGATIONS FOR FISHER FLATS PROPERTY FINANCIAL SUPPORT FOR BRANDENBERG TRANSACTION IN COYOTE VALLEY SEMPERVIRENS FUND 419 SOUTH SAN ANTONIO RD STE 211 LOS ALTOS CA 94022 942155097 501C3 3510000 FMV PER APPRIASAL. GIFT OF LAND THROUGH DONATION OF GAZOS CREEK PROPERTY. SUPPORT FOR GAZOS CREEK MIDPENINSULA REGIONAL OPEN SPACE DISTRICT 330 DISTEL CIRCLE LOS ALTOS CA 94022 GOVERNMENT 2735000 FMV PER APPRIASAL. GIFT OF LAND THROUGH BARGAIN SALE OF GORDON RIDGE PROPERTY. SUPPORT FOR SALE OF GORDON RIDGE PROPERTY COUNTY OF SAN MATEO CA 400 COUNTY CENTER REDWOOD CITY CA 94063 GOVERNMENT 1900000 FMV PER APPRIASAL. GIFT OF LAND THROUGH BARGAIN SALE OF TUNITAS CREEK BEACH PROPERTY. SUPPORT FOR SALE OF TUNITAS CREEK BEACH PROPERTY WILDLIFE HERITAGE FOUNDATION 563 SECOND STREET STE 120 LINCOLN CA 95648 943352965 501C3 869040 SUPPORT FOR BAIR ISLAND PROPERTY MANAGMEENT GOLDEN GATE NATIONAL PARKS CONSERVANCY 201 FORT MASON SAN FRANCISCO CA 94123 942781708 501C3 5000 SUPPORT FOR VEGETATION AND IMPERVIOUS TRAIL MAPPING SAN MATEO RESOURCE CONSERVATION DISTRICT 80 STONE PINE ROAD SUITE 100 HALF MOON BAY CA 94019 GOVERNMENT 46000 UPPORT FOR SANTA CRUZ MONTAINS STEWARDSHIP NETWORK AND GENERAL OPERATIONS LA HONDA PESCADERO UNIFIED SCHOOL DISTRICT PO BOX 189 PESCADERO CA 94060 943138629 GOVERNMENT 46811 SUPPORT FOR SCHOOLS IN LIEU OF PROPERTY TAXES COASTSIDE LAND TRUST PO BOX 3205 HALF MOON BAY CA 94019 943290067 501C3 5222146 FMV PER APPRIASAL, BOOK VALUE GIFT OF LAND THROUGH BARGAIN SALE OF WAVECREST PROPERTIES. SUPPORT FOR SALE OF WAVECREST PROPERTIES GREEN FOOTHILLS 3921 EAST BAYSHORE ROAD PALO ALTO CA 94303 942223302 501C3 155455 SPONSORSHIP OF NATURE'S INSPIRATIONS, ADVOCACY EFFORTS AND GENERAL SUPPORT SANTA CLARA VALLEY OPEN SPACE AUTHORITY 33 LAS COLINAS LANE SAN JOSE CA 95119 GOVERNMENT 1865000 SUPPORT FOR WEYHE PROPERTY TRANSACTION IN COYOTE VALLEY 10 7 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 315579 0 0 0 19000 0 20177 0 36460 0 391216 0 0 0 MARK STEVENS TREASURER & CFO 242413 0 0 0 0 0 11652 0 30096 0 284161 0 0 0 CURTIS RIFFLE VICE PRESIDENT, LAND STEWARDSHIP 232734 0 0 0 19000 0 14454 0 3940 0 270128 0 0 0 MARTHA TEDESCO VICE PRESIDENT OF MARKETING 195799 0 0 0 0 0 13393 0 44225 0 253417 0 0 0 GORDON CLARK SENIOR DIRECTOR OF DEVELOPMENT 169392 0 0 0 19000 0 10901 0 21263 0 220556 0 0 0 DIANE CORDOVA CHIEF TALENT OFFICER 149992 0 0 0 9250 0 10975 0 30582 0 200799 0 0 0 JUSTIN ELIOT DIRECTOR OF FINANCE 170347 0 0 0 0 0 7949 0 375 0 178671 0 0 0 JEANINE CRIDER DIRECTOR OF PLANNED GIVING 143761 0 0 0 0 0 9501 0 22704 0 175966 0 0 0 NOELLE THURLOW SR. DIRECTOR OF LAND PROGRAMS & TRAN 142849 0 0 0 0 0 9832 0 20544 0 173225 0 0 0 JENNIFER KOEPCKE DIRECTOR OF INSTITUTIONAL ENGAGEMENT 141336 0 0 0 0 0 8667 0 11647 0 161650 0 0 0 PART I, LINE 1A DIANE CORDOVA RESIDED IN A RESIDENCE, 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 52 2003075 AVG HI/LOW GIFT DATE X 4 1825000 APPRAISAL X SUPPLIES 1 500 MARKET VALUE 0 1 1 PART I, LINE 32B: 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 A, LINE 2 JAN GARROD, DIRECTOR, IS THE UNCLE OF ANDREW BOSWORTH WHO IS ALSO A DIRECTOR. 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 IT IS THE POLICY OF THE COMPENSATION AND BUDGET COMMITTEE TO ANNUALLY REVIEW THE COMPENSATION OF ALL OFFICERS UTILIZING COMPENSATION STUDIES THAT ARE BASED ON MARKET DATA FROM BAY AREA COMPANIES. THE COMMITTEE CONSIDERS MULTIPLE FACTORS THAT AFFECT COMPENSATION COMPARISONS SUCH AS GEOGRAPHICAL COST OF LIVING, EXPERIENCE, QUALIFICATIONS, AND PERFORMANCE ACHIEVEMENTS. THIS REVIEW IS CONTEMPORANEOUSLY DOCUMENTED IN THE COMMITTEE MINUTES. 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 6/30/2020. 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAKE LUCERNE MUTUAL WATER COMPANY D 63921 FMV