PENINSULA OPEN SPACE TRUST: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PENINSULA OPEN SPACE TRUST (EIN 94-2392007)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-12
- IRS object ID
- 201403169349303145
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-12T13:20:42-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271155496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT LEE & ASSOCIATES LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 226 AIRPORT PARKWAY | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942392007 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENINSULA OPEN SPACE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PENI | BusinessNameControlTxt |
| Phone | 6508547696 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 HIGH STREET | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94301 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER T MOORE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6508547696 | PhoneNum |
| Signature | 2014-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT R SMEAD | PreparerPersonNm |
| PTIN | P01208759 | PTIN |
| Phone | 4088556770 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WALTER T MOORE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 HIGH STREET | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $60,882,877 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.OPENSPACETRUST.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROTECT AND CARE FOR OPEN SPACE, FARMS AND PARKLAND IN AND AROUND SILICON VALLEY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 45 | TotalEmployeeCnt |
| Total Volunteers | 213 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,706,948 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,926,162 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $227,567 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $205,780 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,688,660 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,600,201 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $157,786 | CYOtherRevenueAmt |
| PY Total Revenue | $16,623,175 | PYTotalRevenueAmt |
| CY Total Revenue | $14,889,929 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,856,397 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,353,144 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,169,044 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,411,742 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,924,286 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,352,308 | PYOtherExpensesAmt |
| CY Other Expenses | $5,939,557 | CYOtherExpensesAmt |
| PY Total Expenses | $13,377,749 | PYTotalExpensesAmt |
| CY Total Expenses | $19,704,443 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,245,426 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,814,514 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $256,055,632 | TotalAssetsBOYAmt |
| Total Assets EOY | $263,526,136 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,814,355 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,095,604 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $242,241,277 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $250,430,532 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PENINSULA OPEN SPACE TRUST (POST) PROTECTS AND CARES FOR OPEN SPACE, FARMS AND PARKLAND IN AND AROUND SILICON VALLEY. SINCE ITS FOUNDING IN 1977, POST HAS PERMANENTLY PROTECTED MORE THAN 74,000 ACRES OF LAND IN SAN MATEO, SANTA CLARA AND SANTA CRUZ COUNTIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,575,968 | ExpenseAmt |
| Grant | $10,279,193 | GrantAmt |
| Desc | AS PART OF POST'S WORK TO ADDRESS URGENT CONSERVATION NEEDS IN AND AROUND SILICON VALLEY, POST PROTECTED A TOTAL OF 1,128 NEW ACRES THROUGH FEE TITLE ACQUISITION IN FISCAL YEAR 2014. WE ALSO TRANSFERRED A TOTAL OF 1,486 ACRES TO PUBLIC AGENCIES FOR PERMANENT PROTECTION. WE TRANSFERRED AN ADDITIONAL 704 ACRES TO PRIVATE BUYERS SUBJECT TO CONSERVATION EASEMENTS. FINALLY, WE FACILITATED THE PROTECTION OF AN ADDITIONAL 174 ACRES VIA DIRECT FEE ACQUISITION BY A PUBLIC AGENCY. SELECTED PROJECT HIGHLIGHTS ARE LISTED BELOW:IN JANUARY 2014, POST PURCHASED A 230-ACRE PROPERTY CALLED TRIPLE BUCK RANCH (PHASE II) JUST WEST OF GILROY WITH THE ASSISTANCE OF A GRANT FROM THE CALIFORNIA COASTAL CONSERVANCY. ADJOINING THE 260-ACRE PHASE I ACQUISITION WHICH WAS COMPLETED IN NOVEMBER 2012, THE PROPERTIES ARE BORDERED ON THREE SIDES BY MT. MADONNA COUNTY PARK. THE PROPERTIES CONTAIN A MIX OF GRASSLAND, OAK, WOODLAND AND SOME REDWOOD FORESTS. THE PROPERTIES ALSO HAVE HALF A MILE OF LITTLE ARTHUR CREEK, ONE OF THE MOST PRODUCTIVE STEELHEAD SPAWNING SITES IN SANTA CLARA COUNTY. BOTH TRIPLE BUCK RANCH PARCELS (490 ACRES IN TOTAL) WERE TRANSFERRED TO THE SANTA CLARA COUNTY PARKS IN FEBRUARY 2014 FOR PERMANENT PROTECTION.IN APRIL 2014, POST PURCHASED A 896-ACRE PROPERTY CALLED SCARPER RIDGE IN EL GRANADA NEAR RANCHO CORRAL DE TIERRA. THIS PROPERTY LINKS TO SEVERAL OTHER PROTECTED PROPERTIES IN THE AREA AND HAS POTENTIAL FOR FUTURE PUBLIC RECREATIONAL TRAILS. THE TERRAIN OF SCARPER RIDGE IS STEEP, WITH A MIX OF NORTHERN COASTAL SCRUB AND CHAMISE CHAPARRAL. THE PROPERTY CONTAINS THE HEADWATERS FOR FRENCHMAN'S CREEK, WHICH FLOWS INTO THE MONTEREY BAY NATIONAL MARINE SANCTUARY AND OFFERS POTENTIAL HABITAT FOR STEELHEAD TROUT. SCARPER RIDGE MAY ALSO BE HOME TO THE ENDEMIC MONTARA MANZANITA AND SEVERAL FEDERALLY THREATENED OR ENDANGERED SPECIES INCLUDING THE SAN FRANCISCO GARTER SNAKE, CALIFORNIA RED-LEGGED FROG, AND MYRTLE'S SILVERSPOT, MISSION BLUE AND SAN BRUNO ELFIN BUTTERFLIES. IN JUNE 2014, POST TRANSFERRED 358 ACRES OVERLOOKING MORGAN HILL TO SANTA CLARA COUNTY PARKS FOR PERMANENT PROTECTION. THE PROPERTY, KNOWN AS SEVEN OAKS HILL, BORDERS UVAS RESERVOIR, AN IMPORTANT SOURCE OF LOCAL DRINKING WATER. THE PROPERTY IS STRATEGICALLY LOCATED TO EXPAND NEIGHBORING UVAS COUNTY PARK, EXTEND SURROUNDING HIKING TRAILS, AND PROVIDE A CRITICAL HABITAT FOR WILDLIFE. IN JUNE 2014, POST TRANSFERRED TWO PROPERTIES TO SAN MATEO COUNTY PARKS. FIRST, WE TRANSFERRED 478 ACRES OF FOREST AND GRASSY HILLSIDES IN EL GRANADA KNOWN AS WICKLOW; THIS PROPERTY WILL BE ADDED TO THE COUNTY'S 40-ACRE QUARRY PARK. SECOND, WE TRANSFERRED A 160-ACRE PROPERTY KNOWN AS BUTANO CREST EAST WHICH WILL BE ADDED TO PESCADERO CREEK PARK. THE PROPERTY CONTAINS CHAPARRAL, OPEN GRASSLAND, AND SIGNIFICANT AREAS OF REDWOOD FOREST.IN JUNE 2014, POST ASSISTED WITH THE PURCHASE OF THE 174-ACRE PROPERTY KNOWN AS LOMA MAR REDWOODS BY SAN MATEO COUNTY PARKS. THE PROPERTY, ADJACENT TO MEMORIAL PARK, FEATURES A DENSE REDWOOD FOREST AND A TRIBUTARY TO PESCADERO CREEK. THE PROPERTY WAS PURCHASED FROM THE SAN MATEO OFFICE OF EDUCATION AND THEIR PROCEEDS WILL BE USED TO FUND OUTDOOR EDUCATION PROGRAMS. IN FEBRUARY 2014, POST TRANSFERRED OWNERSHIP OF THE 295-ACRE CABRILLO FARMS PROPERTY TO THE LONGTIME TENANT WHOSE FAMILY HAD FARMED THE PROPERTY FOR THREE GENERATIONS. CABRILLO FARMS IS IN MOSS BEACH AND WAS PREVIOUSLY PART OF THE RANCHO CORRAL DE TIERRA PROPERTY POST ACQUIRED IN 2001. POST TRANSFERRED 3,858 ACRES OF RANCHO CORRAL DE TIERRA TO THE NATIONAL PARK SERVICE IN 2011 TO BE INCORPORATED INTO THE GOLDEN GATE NATIONAL RECREATION AREA, BUT HELD BACK APPROXIMATELY 320 ACRES FOR AGRICULTURAL USE (INCLUDING CABRILLO FARMS). AS A CONDITION OF THE SALE OF CABRILLO FARMS TO THE TENANT, POST HOLDS AN AGRICULTURAL CONSERVATION EASEMENT ON THE PROPERTY TO ENSURE ITS PERMANENT PROTECTION.AS AN ADDITIONAL PART OF OUR WORK TO ADDRESS URGENT CONSERVATION NEEDS IN AND AROUND SILICON VALLEY, IN FISCAL YEAR 2014 POST SPONSORED A SUCCESSFUL LOCAL BALLOT MEASURE (MEASURE AA) TO PROVIDE ENHANCED FUNDING FOR THE MIDPENINSULA REGIONAL OPEN SPACE DISTRICT (MROSD). MROSD IS AN IMPORTANT PUBLIC AGENCY PARTNER OF POST; OVER THE PAST 37 YEARS WE HAVE TRANSFERRED ABOUT ONE-THIRD OF OUR 74,000 ACRES OF PROTECTED LANDS TO MROSD WITH THE GOAL OF OPENING THEM UP TO THE PUBLIC. THE DISTRICT WILL ISSUE UP TO $300 MILLION IN BONDS FOR CAPITAL PROJECTS WITH FUNDS GOING TOWARDS MORE HIKING, BIKING AND EQUESTRIAN TRAILS, AND CONSERVING ADDITIONAL OPEN SPACE AREAS SUCH AS WATERSHEDS, REDWOOD FORESTS AND FARMLANDS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,283,495 | ExpenseAmt |
| Grant | $57,298 | GrantAmt |
| Revenue | $193,020 | RevenueAmt |
| Desc | POST CURRENTLY HOLDS 32,273 ACRES IN FEE OR UNDER EASEMENT. 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 WHERE APPROPRIATE. 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 1,960 HOURS OF WORK TIME IN THE PAST FISCAL YEAR. POST ALSO CONTINUES TO PLAY A LEADERSHIP ROLE AS PART OF A WORKING GROUP OF ORGANIZATIONS AND AGENCIES ADDRESSING THE THREAT POSED BY HYPERICUM CANARIENSE, A HIGHLY DAMAGING AND AGGRESSIVE INVASIVE EXOTIC PLANT THAT IS SPREADING ALONG THE SAN MATEO COAST. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $810,150 | ExpenseAmt |
| Grant | $16,653 | GrantAmt |
| Revenue | $12,759 | RevenueAmt |
| Desc | TO FURTHER ITS COMMUNITY OUTREACH AND EDUCATION EFFORTS, IN FISCAL YEAR 2014 THE ORGANIZATION HOSTED ITS 21ST ANNUAL WALLACE STEGNER LECTURE SERIES, WHICH IS OPEN TO THE PUBLIC. THIS YEAR'S SERIES FEATURED FOUR SPEAKERS: NOVELIST AND ESSAYIST JONATHAN FRANZEN; LAWYER, AUTHOR AND RANCHER NICOLETTE HAHN NIMAN; AUTHOR, ANTHROPOLOGIST AND ARCHAEOLOGIST BRIAN FAGAN; AND AUTHOR AND GARDENER AMY STEWART. POST ALSO DEVELOPED AND MAILED THREE ISSUES OF ITS DONOR NEWLETTER "LANDSCAPES" TO APPROXIMATELY 6,500 HOUSEHOLDS. THE NEWSLETTER REPORTED ON POST'S LAND CONSERVATION WORK THROUGHOUT THE YEAR, INCLUDING ACQUISITIONS OF LAND AND CONSERVATION EASEMENTS AS WELL AS PROPERTY TRANSFERS AND LAND STEWARDSHIP PROJECTS (AS REPORTED ABOVE). POST ALSO CONTINUED ITS PARTICIPATION IN THE CALIFORNIA COUNCIL OF LAND TRUSTS, AN ASSOCIATION OF LAND CONSERVANCIES THROUGHOUT CALIFORNIA AND THE BAY AREA OPEN SPACE COUNCIL, AN ASSOCIATION OF LAND CONSERVATION ORGANIZATIONS THROUGHOUT THE SAN FRANCISCO BAY AREA REGION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $16,669,613 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 49 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 45 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEATHER KANTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6508547696 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 HIGH STREET | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94301 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BRAD O'BRIEN | ||||||
| CHAIR & DIRECTOR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DONNA DUBINSKY | ||||||
| VICE CHAIR & DIRECTOR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANDREW BOSWORTH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANDY CUNNINGHAM | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS DEBROECK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DIANE GREENE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| F WARD PAINE | ||||||
| DIRECTOR (THROUGH 12/2013) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAN GARROD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN CHAMBERLAIN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY JACOBS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK WAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MATT MILLER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL NEWHAGEN | ||||||
| DIRECTOR (THROUGH 12/2013) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT C KIRKWOOD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SANDRA THOMPSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTY HOLLOWAY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LEAH TOENISKOETTER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SUZANNE SULLIVAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WALTER T MOORE | ||||||
| PRESIDENT | 40.00 | Yes (X) | $259,418 | $0 | $25,591 | |
| PATRICIA SUVARI | ||||||
| VP OF LAND TRANSACTIONS & GENERAL COUNSEL | 40.00 | Yes (X) | $186,896 | $0 | $25,078 | |
| ANNE TRELA | ||||||
| VP OF ADVANCEMENT (THROUGH 1/2014) | 40.00 | Yes (X) | $169,588 | $0 | $23,844 | |
| PAUL RINGGOLD | ||||||
| VP OF LAND STEWARDSHIP | 40.00 | Yes (X) | $132,366 | $0 | $19,234 | |
| JENNIFER LYNCH | ||||||
| VP OF ADVANCEMENT (BEGINNING 4/2014) | 40.00 | Yes (X) | $0 | $0 | $0 | |
| KARIE THOMSON | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HEATHER KANTOR | ||||||
| TREASURER/CFO | 40.00 | Yes (X) | $191,179 | $0 | $31,155 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $939,447 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $124,902 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $28,122 | GovernmentGrantsAmt |
| All Other Contributions | $11,898,040 | AllOtherContributionsAmt |
| Noncash Contributions | $1,734,025 | NoncashContributionsAmt |
| Total Contributions | $11,926,162 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENTAL INCOME | 531390 | $163,958 | $163,958 |
| LECTURE SERIES INCOME | 611600 | $29,062 | $29,062 |
| MISC PROGRAM INCOME | 900099 | $12,760 | $12,760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $205,780 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,853,826 | TotalRevenueColumnAmt |
| Exclusion | $2,853,826 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $45,739,323 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $45,992,948 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$253,625 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$253,625 | TotalRevenueColumnAmt |
| Exclusion | -$253,625 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 531390 | BusinessCd |
| Total Revenue Column | $157,786 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $157,786 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $157,786 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,889,929 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $363,566 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,600,201 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,353,144 | TotalAmt |
| Program Services | $10,353,144 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,203,841 | TotalAmt |
| Program Services | $592,251 | ProgramServicesAmt |
| Management And General | $298,385 | ManagementAndGeneralAmt |
| Fundraising | $313,205 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,832,588 | TotalAmt |
| Program Services | $797,593 | ProgramServicesAmt |
| Management And General | $238,460 | ManagementAndGeneralAmt |
| Fundraising | $796,535 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,246 | TotalAmt |
| Program Services | $32,793 | ProgramServicesAmt |
| Management And General | $11,812 | ManagementAndGeneralAmt |
| Fundraising | $30,641 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,432 | TotalAmt |
| Program Services | $74,543 | ProgramServicesAmt |
| Management And General | $21,582 | ManagementAndGeneralAmt |
| Fundraising | $79,307 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,635 | TotalAmt |
| Program Services | $52,975 | ProgramServicesAmt |
| Management And General | $18,505 | ManagementAndGeneralAmt |
| Fundraising | $53,155 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,116 | TotalAmt |
| Program Services | $37,684 | ProgramServicesAmt |
| Management And General | $7,804 | ManagementAndGeneralAmt |
| Fundraising | $1,628 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,382 | TotalAmt |
| Management And General | $34,382 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $770,582 | TotalAmt |
| Program Services | $770,582 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,208 | TotalAmt |
| Management And General | $328,208 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,040,008 | TotalAmt |
| Program Services | $710,429 | ProgramServicesAmt |
| Management And General | $15,030 | ManagementAndGeneralAmt |
| Fundraising | $314,549 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,123 | TotalAmt |
| Program Services | $86,549 | ProgramServicesAmt |
| Management And General | $6,750 | ManagementAndGeneralAmt |
| Fundraising | $137,824 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,242 | TotalAmt |
| Program Services | $4,382 | ProgramServicesAmt |
| Management And General | $1,046 | ManagementAndGeneralAmt |
| Fundraising | $2,814 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,696 | TotalAmt |
| Program Services | $12,696 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,941 | TotalAmt |
| Program Services | $16,555 | ProgramServicesAmt |
| Management And General | $1,107 | ManagementAndGeneralAmt |
| Fundraising | $5,279 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,130 | TotalAmt |
| Program Services | $17,335 | ProgramServicesAmt |
| Management And General | $30,017 | ManagementAndGeneralAmt |
| Fundraising | $20,778 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,424 | TotalAmt |
| Management And General | $62,424 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,029 | TotalAmt |
| Program Services | $70,332 | ProgramServicesAmt |
| Management And General | $20,397 | ManagementAndGeneralAmt |
| Fundraising | $54,300 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,909 | TotalAmt |
| Program Services | $53,005 | ProgramServicesAmt |
| Management And General | $7,893 | ManagementAndGeneralAmt |
| Fundraising | $21,011 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EASEMENT/OTHER | $1,664,220 | $1,664,220 | ||
| LAND MAINTENANCE | $1,254,914 | $1,254,914 | ||
| PROPERTY TAXES | $187,246 | $187,246 | ||
| EVENTS/DONOR RECOG. | $95,435 | $7,653 | $1,994 | $85,788 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$115,048 | TotalAmt |
| Program Services | -$127,268 | ProgramServicesAmt |
| Management And General | $4,748 | ManagementAndGeneralAmt |
| Fundraising | $7,472 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,704,443 | TotalAmt |
| Program Services | $16,669,613 | ProgramServicesAmt |
| Management And General | $1,110,544 | ManagementAndGeneralAmt |
| Fundraising | $1,924,286 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $425,535 | BOYAmt |
| EOY | $498,754 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,391,877 | BOYAmt |
| EOY | $1,922,029 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $678,030 | BOYAmt |
| EOY | $669,231 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,016,667 | BOYAmt |
| EOY | $24,016,667 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,666 | BOYAmt |
| EOY | $269,459 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,280,825 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $945,698 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,466,151 | BOYAmt |
| EOY | $5,335,127 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,293,482 | BOYAmt |
| EOY | $125,211,925 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,577,654 | BOYAmt |
| EOY | $11,585,350 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,051,570 | BOYAmt |
| EOY | $94,017,594 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,055,632 | BOYAmt |
| EOY | $263,526,136 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $459,397 | BOYAmt |
| EOY | $638,711 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,125,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,209,563 | BOYAmt |
| EOY | $6,206,865 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,020,395 | BOYAmt |
| EOY | $6,250,028 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,814,355 | BOYAmt |
| EOY | $13,095,604 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,843,346 | BOYAmt |
| EOY | $242,094,334 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,847,431 | BOYAmt |
| EOY | $7,785,698 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,500 | BOYAmt |
| EOY | $550,500 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $242,241,277 | BOYAmt |
| EOY | $250,430,532 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,055,632 | BOYAmt |
| EOY | $263,526,136 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,814,514 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,003,769 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,941,686 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,735,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,003,663 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,706,948 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,926,162 | CurrentTaxYearAmt |
| Total | $49,313,634 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,941,686 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,735,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,003,663 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,706,948 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,926,162 | CurrentTaxYearAmt |
| Total | $49,313,634 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,717,940 | SubstantialContributorsTotAmt |
| Public Support Total170 | $46,595,694 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,999,427 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,744,897 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,902,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,027,586 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,046,845 | CurrentTaxYearAmt |
| Total | $20,721,248 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $70,034,882 | TotalSupportAmt |
| Public Support CY170 | 0.66530 | PublicSupportCY170Pct |
| Public Support PY170 | 0.54840 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $770,582 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $770,582 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $18,933,860 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $19,704,442 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $695,154 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $803,081 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,498,235 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,247,353 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $325,500 | CurrentYearMinus3Amt |
| Current Year Minus2 | $12,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $22,000 | CurrentYearMinus1Amt |
| Current Year | $770,582 | CurrentYearAmt |
| Total | $1,130,082 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $173,789 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $201,045 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $874,834 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,312,251 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 30 | TotalEasementsCnt |
| Total Acreage | 13272.00 | TotalAcreageCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 3050.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $262,958 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $636,219 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $88,583 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $19,087 | OtherExpendituresAmt |
| End Year Balance | $705,715 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $659,763 | BeginningYearBalanceAmt |
| Contributions | -$60,100 | ContributionsAmt |
| Investment Earnings Or Losses | $56,535 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $19,979 | OtherExpendituresAmt |
| End Year Balance | $636,219 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $711,826 | BeginningYearBalanceAmt |
| Contributions | -$24,930 | ContributionsAmt |
| Investment Earnings Or Losses | -$644 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $26,489 | OtherExpendituresAmt |
| End Year Balance | $659,763 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $556,034 | BeginningYearBalanceAmt |
| Contributions | $60,030 | ContributionsAmt |
| Investment Earnings Or Losses | $112,310 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,548 | OtherExpendituresAmt |
| End Year Balance | $711,826 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $470,118 | BeginningYearBalanceAmt |
| Contributions | $25,000 | ContributionsAmt |
| Investment Earnings Or Losses | $60,916 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $556,034 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.78000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,351,899 | OtherCostOrOtherBasisAmt |
| Book Value | $2,351,899 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,524,273 | OtherCostOrOtherBasisAmt |
| Depreciation | $645,806 | DepreciationAmt |
| Book Value | $2,878,467 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $242,206 | OtherCostOrOtherBasisAmt |
| Depreciation | $162,367 | DepreciationAmt |
| Book Value | $79,839 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $162,447 | OtherCostOrOtherBasisAmt |
| Depreciation | $137,525 | DepreciationAmt |
| Book Value | $24,922 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,335,127 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER RECEIVABLE | $35,846 |
| ASSET OBLIGATION | $1,295,307 |
| LAND HELD FOR CONSERVATION | $91,454,841 |
| PROPERTY HELD FOR SALE | $131,600 |
| LIFE INTEREST IN REAL ESTATE | $1,100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $94,017,594 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY TRUST FUNDS | $270,552 |
| LIABILITY UNDER CRUT | $3,024,898 |
| CONDITIONAL ASSET RETIREMENT OBLIGATIONS | $1,943,892 |
| STEWARDSHIP LIABILITIES | $1,010,686 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,250,028 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $27,653,364 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $13,003,769 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $87,874 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$328,208 | OtherRevenueAmt |
| Revenue Not Reported | $12,763,435 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,889,929 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,889,929 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,464,109 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $87,874 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | -$328,208 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$240,334 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,704,443 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,704,443 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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.THE CONSERVATION EASEMENT DOCUMENT DOES 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. |
| 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, 2014 MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES -328,208. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES -328,208. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Recipient EINRecipientEIN |
|---|---|---|---|---|---|---|---|---|---|---|
| SAN MATEO COUNTY PARKS | ||||||||||
| 455 COUNTY CENTER | REDWOOD CITY | CA | 94063 | GOVERNMENT AGENCY | $3,400,000 | PURCHASE OF LOMA MAR REDWOODS PROPERTY | ||||
| SAN MATEO COUNTY PARKS | ||||||||||
| 455 COUNTY CENTER | REDWOOD CITY | CA | 94063 | GOVERNMENT AGENCY | $0 | TRANSFER WICKLOW AND BUTANO CREST EAST PROPERTIES | $4,390,776 | APPRAISAL | LAND | |
| SANTA CLARA COUNTY PARKS | ||||||||||
| 298 GARDEN HILL DR | LOS GATOS | CA | 95032 | GOVERNMENT AGENCY | $0 | TRANSFER TRIPLE BUCK AND SEVEN OAKS HILL PROPERTIES | $2,037,500 | APPRAISAL | LAND | |
| SANTA CLARA COUNTY PARKS | ||||||||||
| 298 GARDEN HILL DR | LOS GATOS | CA | 95032 | GOVERNMENT AGENCY | $25,000 | DEMOLITION OF TRIPLE BUCK CABIN | ||||
| MIDPENINSULA REGIONAL OPEN SPACE DISTRICT | ||||||||||
| 330 DISTEL CIRCLE | LOS ALTOS | CA | 94022 | GOVERNMENT AGENCY | $12,298 | DANIEL'S NATURE CENTER FUND | 263602066 | |||
| NATIONAL PARK SERVICE | ||||||||||
| 300 BUSH STREET SUITE 500 | SAN FRANCISCO | CA | 94104 | GOVERNMENT AGENCY | RANCHO CORRAL DE TIERRA | $450,918 | FMV | LAND | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FOR GRANTS RECEIVED, POST MONITORS THESE FUNDS THROUGH EXTENSIVE BUDGET TRACKING AND REPORTING ON THE USE OF THESE FUNDS TO THE GRANTING ORGANIZATIONS. REPORTS DETAILING THE USE OF FUNDS ARE TYPICALLY SUBMITTED TO THE GRANTING ORGANIZATION AT THE INTERIM OF THE GRANT PERIOD, THE END, OR BOTH. IN MOST CASES, FUNDS MUST BE COMPLETELY SPENT AT THE TIME OF THE FINAL REPORT, ENSURING THAT THE GRANTING ORGANIZATION IS MADE FULLY AWARE OF POST'S USE OF THE GRANTED FUNDS. FOR GRANTS MADE, POST MONITORS THE USE OF THESE FUNDS 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WALTER T MOORE | ||||||||||||||
| PRESIDENT | $259,170 | $0 | $0 | $0 | $248 | $0 | $15,000 | $0 | $10,591 | $0 | $285,009 | $0 | $0 | $0 |
| PATRICIA SUVARI | ||||||||||||||
| VP OF LAND TRANSACTIONS & GENERAL CO | $186,648 | $0 | $0 | $0 | $248 | $0 | $9,912 | $0 | $15,166 | $0 | $211,974 | $0 | $0 | $0 |
| ANNE TRELA | ||||||||||||||
| VP OF ADVANCEMENT (THROUGH 1/2014) | $169,426 | $0 | $0 | $0 | $162 | $0 | $10,403 | $0 | $13,441 | $0 | $193,432 | $0 | $0 | $0 |
| PAUL RINGGOLD | ||||||||||||||
| VP OF LAND STEWARDSHIP | $132,208 | $0 | $0 | $0 | $158 | $0 | $8,151 | $0 | $11,083 | $0 | $151,600 | $0 | $0 | $0 |
| HEATHER KANTOR | ||||||||||||||
| TREASURER/CFO | $190,931 | $0 | $0 | $0 | $248 | $0 | $12,256 | $0 | $18,899 | $0 | $222,334 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY JACOBS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | DIRECTOR | RelationshipDescriptionTxt |
| Transaction | $18,200 | TransactionAmt |
| Transaction | LEASE 52 ACRES FOR ORGANIC FARMING | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 50 | ContributionCnt |
| Noncash Contributions Rpt F990 | $848,457 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HI/LOW GIFT DATE | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $884,587 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | FURN/SUPPLIES | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $981 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | POST DIRECTS OUR INVESTMENT ADVISORS SANDHILL GLOBAL ADVISORS TO SELL ALL NONCASH CONTRIBUTIONS OF STOCKS OR SECURITIES UPON RECEIPT | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 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 FOR REVIEW AND COMMENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | WHEN JOINING THE ORGANIZATION'S BOARD OR STAFF, AND ON AN ANNUAL BASIS, BOARD MEMBERS, MEMBERS OF THE FINANCE AND AUDIT COMMITTEE NOT CURRENTLY SERVING ON THE BOARD, 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 COMMITTEE TO ANNUALLY REVIEW THE COMPENSATION OF ALL OFFICERS UTILIZING A COMPENSATION STUDY WITH MARKET DATA FROM BAY AREA COMPANIES. THE COMMITTEE ALSO REVIEWS PUBLICLY REPORTED COMPENSATION INFORMATION FROM FORM 990 OF RELEVANT NON-PROFITS. 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 COMPENSATION 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKE LUCERNE MUTUAL WATER COMPANY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 HIGH STREET | AddressLine1 |
| City | PALO ALTO | City |
| State | CA | State |
| ZIP Code | 94301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942689518 | EIN |
| Primary Activities | DEVELOP, DISTRIBUTE, SUPPLY, AND DELIVER WATER FOR IRRIGATION USE ONLY | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(12) | ExemptCodeSectionTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |