2025-02-24T09:12:37-06:00 2024-06-30 271155496 ROBERT LEE & ASSOCIATES LLP 999 W TAYLOR STREET STE A SAN JOSE CA 95126 990 2023-07-01 942392007 PENINSULA OPEN SPACE TRUST PENI 6508547696 222 HIGH STREET PALO ALTO CA 94301 GORDON CLARK PRESIDENT 6508547696 2025-02-17 1 1 SCOTT R SMEAD P01208759 4088556770 2023 2025-03-06 01:10:19Z GORDON CLARK 222 HIGH STREET PALO ALTO CA 94301 97257719 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 64 353 0 0 20963923 24688844 251653 422941 2669468 4843028 869119 353823 24754163 30308636 4286616 10247709 0 0 9693237 10790434 0 239273 3835871 15032513 12582112 29012366 33859528 -4258203 -3550892 336966025 339333871 19262404 11139198 317703621 328194673 X 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 19063688 10110405 LAND ACQUISITION & TRANSFER:IN FISCAL YEAR 2024, POST COMPLETED AND ASSISTED A TOTAL OF 6 TRANSACTIONS THAT PROTECTED 1,141 ACRES WHILE ADVANCING SEVERAL OTHER LONGER-TERM ACQUISITIONS AND TRANSFERS.LAND TRANSACTIONS ASSISTED THE HABITAT AGENCY AND SANTA CLARA COUNTY PARKS IN PROTECTING 735 ACRES AT THE BASE OF MOUNT MADONNA IN THE SOUTHERN SANTA CRUZ MOUNTAINS. ASSISTED THE TRUST FOR PUBLIC LAND IN SECURING A 50-ACRE PROPERTY IN SAN BENITO COUNTY FOR FUTURE TRANSFER TO AMAH MUTSUN LAND TRUST. ACQUIRED A 50% INTEREST IN THE 356-ACRE EL MIRADOR PROPERTY IN PORTOLA VALLEY, ADJACENT TO WINDY HILL OPEN SPACE PRESERVE. TRANSFERRED 1,908 ACRES OF LAKESIDE RANCH TO THE SANTA CLARA VALLEY HABITAT AGENCY. TRANSFERRED 644 ACRES OF JOHNSTON RANCH IN HALF MOON BAY TO THE MIDPENINSULA REGIONAL OPEN SPACE DISTRICT. TRANSFERRED THE 74-ACRE SAN GREGORIO FARM PROPERTY TO RYAN CASEY, OWNER/OPERATOR OF BLUE HOUSE FARM, SUBJECT TO AN AGRICULTURAL CONSERVATION EASEMENT. 4123682 137304 422941 LAND MANAGEMENT:POST CURRENTLY HOLDS 15,216 ACRES IN FEE OWNERSHIP AND HOLDS CONSERVATION EASEMENTS AND DEED RESTRICTIONS ON 14,648 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 LAND VOLUNTEERS CONTRIBUTED AN IMPRESSIVE 1,450 HOURS (SVR - 1315, CE - 93, AAH - 50) OF WORK TIME ON POST-PROTECTED LAND INCLUDING CONSERVATION EASEMENT MONITORING, PARTICIPATING IN HIGHWAY CLEAN-UPS, AND MAPPING AND TREATING INVASIVE PLANTS THAT DEGRADE NATURAL SYSTEMS. THESE ARE SOME OF THE MOST IMPACTFUL PROJECTS WE IMPLEMENTED IN ORDER TO CARE FOR THE LANDS WE PROTECT:FY24 PROJECTS SAN VICENTE REDWOODS: IMPROVED FOREST HEALTH PROJECTS ON 335 ACRES OF SAN VICENTE REDWOODS INCLUDING 1.5 MILES OF FUEL BREAK, REMOVAL OF HAZARD TREES, AND SALVAGE TIMBER HARVEST; COMPLETED REGIONAL STUDY OF WOODY BIOMASS AND PILOTED INNOVATIVE TREATMENT TECHNOLOGIES, INCLUDING PROCESSING 4,000 TONS OF BIOMASS TO PRODUCE BIOCHAR, BURNING 1,264 BURN PILES, AND IMPLEMENTING A 22 ACRE PRESCRIBED BURN. COMPLETED SAN VICENTE INDIGENOUS PERSPECTIVES STUDY IN PARTNERSHIP WITH LOCAL TRIBES TO DEEPEN INCORPORATION OF INDIGENOUS PRIORITIES AND TRADITIONAL ECOLOGICAL KNOWLEDGE IN LAND STEWARDSHIP. COMPLETED RESTORATION OF 4 ACRES OF RIPARIAN FLOODPLAIN TO CAPTURE SEDIMENT AND IMPROVE HABITAT FOR FISH AND OTHER WILDLIFE ALONG BUTANO CREEK. SURVEYED LAKESIDE RANCH TO DOCUMENT PRESENCE OF AND HABITAT SUITABILITY FOR SPECIAL STATUS SPECIES. COMPLETED AN 18-MONTH FEASIBILITY STUDY TO DEFINE A PLAN TO CONNECT GAPS IN THE ICONIC CALIFORNIA COASTAL TRAIL. LAUNCHED TWO STUDIES IN COYOTE VALLEY TO INFORM THE BEST PLACEMENT FOR FUTURE WILDLIFE CROSSINGS AND IMPROVEMENTS TO EXISTING INFRASTRUCTURE ALONG MONTEREY ROAD AND U.S. ROUTE 101. BROKE GROUND FOR THE FUTURE DON HORSLEY COUNTY PARK AT TUNITAS CREEK BEACH. 3139168 COMMUNITY OUTREACH AND EDUCATION:TO FURTHER OUR COMMUNITY GROWTH AND ENGAGEMENT EFFORTS, IN FISCAL YEAR 2024, THE ORGANIZATION CONTINUED OUR CONTENT MARKETING AND ENGAGEMENT PROGRAMS WHICH AIM TO GROW AND DIVERSIFY OUR COMMUNITY OF SUPPORTERS AND ENGAGE PROSPECTIVE DONORS. BETWEEN NEW PIECES AND UPDATES TO EXISTING CONTENT, WE DISTRIBUTED OVER 60 INFORMATIONAL PIECES SUCH AS GUIDES AND BLOG POSTS, HUNDREDS OF SOCIAL MEDIA POSTS (BOTH PAID AND ORGANIC), 3 ANNUAL MAGAZINES, AND GENERATED OVER 212 PRESS MENTIONS. WE INCREASED AWARENESS AND GENERATED NEW CONTACTS PRIMARILY BY ADVERTISING ON DIGITAL CHANNELS. OUR GATED GUIDES REQUIRE VIEWERS TO PROVIDE THEIR EMAIL ADDRESS AND ARE OUR MOST EFFECTIVE TOOL TO GENERATE NEW CONTACTS. AS A RESULT, WE ATTRACTED OVER 36,800 NEW COMMUNITY MEMBERS TO OUR DATABASE WHICH INCLUDES 200,000 CONTACTS.WE CONTINUED TO IMPLEMENT DIGITAL DONOR ACQUISITION CAMPAIGNS USING OUR CRM, SOCIAL MEDIA AND MARKETING AUTOMATION PLATFORMS TO RENEW EXISTING DONOR SUPPORT, CONVERT COMMUNITY MEMBERS INTO DONORS, AND DEEPEN ENGAGEMENT ACROSS OUR ENTIRE COMMUNITY. WE RAISED $7.73M FROM 9,485 DONORS, 1.7% OR $128K MORE THAN IN FY23 ON TOP OF 6.5% REVENUE GROWTH FROM FY22 TO FY23. GIVING IN FY23 WAS BUOYED PRIMARILY BY LARGE DONORS, AS CONTINUED INFLATIONARY HEADWINDS PUT PRESSURE ON PERSONAL DISPOSABLE INCOME WHICH FOR MANY DECLINED. POST RECEIVED 417 FEWER DONATIONS IN FY24 THAN IN FY23, BUT THE NUMBER OF REINSTATED DONORS INCREASED AND OUR OVERALL DONOR RETENTION RATE GREW FROM 61% IN FY23 TO 64% IN FY24.COMMUNITY MEMBERS AND DONORS CONTINUED TO STAY CONNECTED TO POST THROUGHOUT THE YEAR VIA OUR MONTHLY NEWSLETTERS AND OUTREACH EVENTS. WE PROVIDED A ROBUST SCHEDULE OF 100+ EVENTS INCLUDING VIRTUAL, IN-PERSON EVENTS IN FORMATS BOTH LARGE AND SMALL. IN TOTAL, OVER 9,600 PEOPLE ATTENDED POST'S PUBLIC ONLINE AND IN-PERSON EVENTS IN FY24 WHILE POST STAFF AND VOLUNTEERS INTERACTED WITH AROUND 2,500 PEOPLE BY TABLING AT LARGE REGIONAL FESTIVALS AND PARTNER EVENTS.WE HAVE CONTINUED A ROBUST SUITE OF DIGITAL AD CAMPAIGNS SUPPORTING OUR CONTENT GUIDES, EVENTS, FUNDRAISING CAMPAIGNS, AND OUR FIND YOUR PLACE CAMPAIGN WHICH WORKS TO BROADEN AND DIVERSIFY OUR AUDIENCE OF SUPPORT. THIS IS SUPPLEMENTED BY ORGANIC AND PAID SOCIAL POSTING. AS A RESULT OUR SOCIAL MEDIA FOOTPRINT GREW SIGNIFICANTLY Y/Y WITH A 31% INCREASE IN IMPRESSIONS, 14% GROWTH IN REACH, AND A STUNNING 59% GROWTH ON "CLICKS" WHICH IMPACTED THE ACTIONS (DOWNLOADS, WEB VISITS, DONATIONS AND OTHER) ON OUR WEBSITE. THE BIGGEST CHANGE FOR ORGANIC SOCIAL IN FY24 WAS ON THE FACEBOOK PLATFORM. WE INCREASED OUR OVERALL ENGAGEMENT BY 34%. THIS IS AN INDICATION THAT OUR CONTENT IS REACHING MORE PEOPLE, AND ALSO THAT WE ARE CONTINUING TO CREATE CONTENT THAT OUR AUDIENCES LIKE AND SHARE ACROSS THE PLATFORM. OF THE 76 CAMPAIGNS DID IN CALENDAR YEAR 2023, WE FOUND THAT OUR HIKING CALENDAR, FIND YOUR PLACE (GENERAL AWARENESS) AND DOG HIKES GUIDE CAMPAIGNS PERFORMED THE BEST AND ATTRACTED YOUNGER, MORE DIVERSE, AND LESS AFFLUENT CONTACTS.POST PRODUCED AND DELIVERED TWO ISSUES OF OUR LANDSCAPES MAGAZINE THIS YEAR AND ONE EDITION OF OUR ANNUAL IMPACT REPORT BOTH OF WHICH WERE DISTRIBUTED TO OVER 13,000 RECIPIENTS. WE HAD A SOLID YEAR IN TERMS OF PRESS EXPOSURE WITH 212 MENTIONS AND ARTICLES ACROSS A VARIETY OF ACQUISITION, RESTORATION, AND STEWARDSHIP STORIES. WE ALSO HELPED TO COORDINATE MESSAGING WITH PARTNERS AND OTHER ORGANIZATIONS AS NECESSARY TO ENSURE COORDINATED AND CONSISTENT APPROACH TO CONSERVATION MESSAGING ACROSS POST AND OUR PARTNER ORGANIZATIONS WHEN WORKING WITH THE MEDIA. 26326538 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 66 0 64 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 0 0 1 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 RAJESH MASHRUWALA CHAIR & DIRECTOR 4.00 X X 0 0 0 WENDE HUTTON VICE CHAIR & DIRECTOR 3.00 X X 0 0 0 ANDREW BOSWORTH DIRECTOR 2.00 X 0 0 0 KALLE DAHL 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 JENNIFER LYNCH DIRECTOR 3.00 X 0 0 0 ALISA MACAVOY DIRECTOR 5.00 X 0 0 0 PAUL SIMPSON DIRECTOR 2.00 X 0 0 0 NANHI SINGH DIRECTOR 2.00 X 0 0 0 SUZANNE SULLIVAN DIRECTOR 4.00 X 0 0 0 KATHERINE TSAI DIRECTOR 2.00 X 0 0 0 SANJAY VASWANI DIRECTOR 3.00 X 0 0 0 EMERICK WOODS DIRECTOR 3.00 X 0 0 0 KEN YEAGER DIRECTOR 3.00 X 0 0 0 BRAD O'BRIEN SECRETARY 2.00 X 0 0 0 WALTER T MOORE PRESIDENT 40.00 X 397326 0 80138 MARK STEVENS TREASURER & CFO/COO 40.00 X 293584 0 69258 MARTHA TEDESCO CHIEF MARKETING OFFICER 40.00 X 254724 0 69843 NOELLE CHAMBERS VICE PRESIDENT OF CONSERVATION 40.00 X 249961 0 41693 GORDON CLARK VICE PRESIDENT OF DEVELOPMENT 40.00 X 256194 0 53390 DIANE CORDOVA CHIEF TALENT OFFICER 40.00 X 229672 0 66983 JUSTIN ELIOT DIRECTOR OF FINANCE 40.00 X 206925 0 20509 PATRICK MARSHALL GENERAL COUNSEL 40.00 X 199024 0 36872 JEANINE CRIDER DIRECTOR OF PLANNED GIVING 40.00 X 173719 0 46981 OLIVIA WHITE LOPEZ DIRECTOR OF DIVERSITY EQUITY AND INCLUSION 40.00 X 179826 0 27166 2440955 0 512833 38 0 1 0 SHUTE MIHALY & WEINBERGER LLP 396 HAYES ST SAN FRANCISCO CA 94102 LEGAL SERVICES 465215 AARON LINGMANN EARTH FLOW DRILLING 2600 SMITH GRADE RD SANTA CRUZ CA 95060 PROPERTY MAINTENANCE 161470 BW ENGINEERING 225 THE CROSSROADS 135 CARMEL CA 93923 PROPERTY MAINTENANCE 133756 M&H LLP 525 MIDDLEFIELD RD 250 MENLO PARK CA 94025 LEGAL SERVICES 108792 ALTA PLANNING & DESIGN 304 12TH STREET SUITE 2A OAKLAND CA 94607 LAND PROJECTS 104602 5 534941 24153903 4272703 24688844 RENTAL INCOME 900002 238450 238450 TIMBER 110000 184491 184491 422941 4474125 4474125 67317986 66949083 368903 368903 368903 OTHER INCOME 900099 353823 353823 353823 30308636 422941 0 5196851 10247709 10247709 1925480 797860 572004 555616 7048295 4105351 1320673 1622271 508150 278958 113749 115443 821526 478506 153933 189087 486983 283345 90825 112813 871046 758060 112986 57891 57891 455000 455000 239273 239273 304772 304772 3099855 2648959 271461 179435 693771 658757 35014 355069 111353 26194 217522 527988 295823 78105 154060 37851 26343 5759 5749 273103 144905 77889 50309 314094 12854 301240 274813 162079 49913 62821 246117 177705 68412 LAND/EASEMENT TRANSACTI 2010000 2010000 LAND MAINTENANCE 1599651 1557089 34309 8253 PROPERTY TAXES 968396 955440 12956 EVENTS/DONOR RECOG. 291743 97692 2523 191528 200952 62750 41525 96677 33859528 26326538 3697119 3835871 115767 26458 1289998 1614218 6717548 5046514 840188 1068677 24761744 2301796 311623 300782 8957028 2447007 6759287 6510021 147599522 179008192 6330277 6782534 142240071 136674679 336966025 339333871 3115719 3584305 3000000 2826200 8341506 101319 4805179 4627374 19262404 11139198 X 300507034 311524699 17196587 16669974 317703621 328194673 336966025 339333871 -3550892 14041944 0 X X 0 1 X 1 0 X 24740757 14969389 18830028 20963923 24687277 104191374 24740757 14969389 18830028 20963923 24687277 104191374 11268117 92923257 4240347 4736409 5626723 4627190 4897066 24127735 128319109 0.72420 0.73420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 455000 455000 33404528 33859528 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 397322 31500 39100 455000 922922 250000 250000 250000 250000 1000000 1500000 FORM 990, SCHEDULE C, PART II-A: A TOTAL OF $455,000 PAID TO TWO LOBBYING CONSULTANTS. X X X 45 14648.00 1 1 1450.00 235376 861838 50000 105442 12362 1004918 810297 77683 26142 861838 937943 -102092 25554 810297 768258 207183 37498 937943 767495 31201 30438 768258 0.60000 0.40000 0 0 2351899 2351899 5487900 1891559 3596341 450530 339227 111303 666699 216221 450478 6510021 OTHER RECEIVABLE 83110 ASSET OBLIGATION 1104442 LAND HELD FOR CONSERVATION 135487127 136674679 LIABILITY UNDER CRUT 2539369 ASSET RETIREMENT OBLIGATIONS 1616814 STEWARDSHIP LIABILITIES 471191 4627374 X 44059534 14041943 13727 14055670 30003864 304772 304772 30308636 33568482 13727 13727 33554755 304773 304773 33859528 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 TRANSFER A CONSERVATION EASEMENT TO A NONPROFIT OR PUBLIC AGENCY PARTNER WHILE RETAINING OWNERSHIP OF THE PROPERTY. PART V, LINE 4: JOAN AND MEL LANE FUND FOR LAND STWEARDSHIP 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. GENERAL ENDOWMENT: THESE FUNDS CAN BE USED FOR ANY ORGANIZATIONAL EXPENSES. 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, 2024 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 1417184 156000 1261184 VERITUS GROUP LLC PO BOX 18294 ASHVILLE NC 28814 PROFESSIONAL FUNDRAISING 0 1008717 16225 992492 NEXT GENERATION FUNDRAISING INC 1235 WESTLAKES DR STE 130 BERWYN PA 19312 PROFESSIONAL FUNDRAISING 0 64131 108648 -44517 2490032 280873 2209159 AK CA CO CT DC FL HI IL KS MA MD ME MI MN NC NJ NY OR PA SC TN UT VA WA WI GA NV NM OH OK SCHEDULE G, PART I, LINE 2B, COLUMN (V) POST USES THE SERVICES OF "NEXT GENERATION FUNDRAISING AND "FRESH EYES DIGITAL" FOR STRATEGIC CONSULTING ON CAMPAIGNS. THE WORK PERFORMED MAY INCLUDE PLANNING AND EVALUATION OF CAMPAIGNS, AUDIENCE RECOMMENDATIONS, CONTENT AND DESIGN DEVELOPMENT, AND CAMPAIGN COORDINATION AND EXECUTION. 1 SANTA CLARA VALLEY HABITAT AGENCY 535 ALKIRE AVENUE SUITE 100 MORGAN HILL CA 95037 GOVERNMENT 2200000 7240000 FMV PER APPRAISAL, BOOK VALUE GIFT OF LAND THROUGH BARGAIN SALE DONATION OF LAND FKA LAKESIDE RANCH, FINANCIAL ASSISTANCE TO SUPPORT BATES RANCH ACQUISITION THE TRUST FOR PUBLIC LAND 23 GEARY STREET STE 1000 SAN FRANCISCO CA 94108 237222333 501C3 300000 0 FINANCIAL ASSISTANCE TO SUPPORT PURCHASE OF SEARLE ROAD PROPERTY SANTA CLARA VALLEY OPEN SPACE AUTHORITY 33 LAS COLINAS LANE SAN JOSE CA 95119 GOVERNMENT 80000 0 SUPPORT FOR COYOTE VALLEY CONSERVATION AREA MASTER PLAN (CVCAMP) LA HONDA-PESCADERO UNIFIED SCHOOL DISTRICT PO BOX 189 PESCADERO CA 94060 GOVERNMENT 58373 0 PAYMENT IN LIEU OF PROPERTY TAXES AMAH MUTSUN LAND TRUST 419 S SAN ANTONIO ROAD SUITE 211 LOS ALTOS CA 94022 320447436 501C3 50000 0 SUPPORT FOR GENERAL OPERATIONS SAN MATEO RESOURCE CONSERVATION DISTRICT 80 STONE PINE SUITE 100 HALF MOON BAY CA 94019 GOVERNMENT 45000 0 SUPPORT FOR GENERAL OPERATIONS AND SANTA CRUZ MOUNTAINS STEWARDSHIP NETWORK EPACENTER 1950 BAY ROAD EAST PALO ALTO CA 94303 472008341 C-CORPORATION 30000 0 SUPPORT FOR GENERAL OPERATIONS CALIFORNIA COUNCIL OF LAND TRUSTS 1029 J STREET SUITE 120 SACRAMENTO CA 95814 010826246 501C3 30000 0 SPONSORSHIP OF CA LAND AND WATER CONSERVATION CONFERENCE SAN MATEO COUNTY PARKS & RECREATION FOUNDATION 1701 COYOTE POINT DRIVE SAN MATEO CA 94401 943306697 501C3 20000 0 SUPPORT FOR COSTS SAM MCDONALD PARK TO THE NATIONAL REGISTER OF HISTORIC PLACES LAND TRUST OF SANTA CRUZ COUNTY 617 WATER STREET SANTA CRUZ CA 95060 942431856 501C3 19136 0 SUPPORT FOR MASTICATION EQUIPMENT PURCHASE MULTIPLIER 548 MARKET STREET SAN FRANCISCO CA 94104 912166435 501C3 10000 0 SUPPORT TO DEVELOP SUSTAINABLE FARMS CANOPY 3921 EAST BAYSHORE ROAD PALO ALTO CA 94303 010565752 501C3 10000 0 SUPPORT FOR GENERAL OPERATIONS NUESTRA CASA DE EAST PALO ALTO PO BOX 52004 EAST PALO ALTO CA 94303 464040538 501C3 10000 0 SUPPORT FOR GENERAL OPERATIONS PUENTE DE LA COSTA SUR PO BOX 554 PESCADERO CA 94060 371484262 501C3 10000 0 SUPPORT FOR 2024 FARMWORKER CONVENTION SAVED BY NATURE 2772 JOSEPH AVENUE 4 CAMPBELL CA 95008 832405377 501C3 10000 0 SUPPORT FOR GENERAL OPERATIONS TOGETHER BAY AREA 2150 ALLSTON WAY SUITE 320 BERKELEY CA 94704 461573954 501C3 10000 0 2024 CONFERENCE SPONSORSHIP CLIMATE RESILIENT COMMUNITIES 3921 EAST BAYSHORE ROAD SUITE 208 PALO ALTO CA 94303 881697378 501C3 10000 0 SUPPORT FOR GENERAL OPERATIONS PESCADERO EDUCATION FOUNDATION PO BOX 663 PESCADERO CA 94060 943378920 501C3 8500 0 SUPPORT FOR PESCADERO OUTDOOR ATHLETICS PROGRAM SAN BENITO AGRICULTURAL LAND TRUST PO BOX 145 SAN JUAN BAUTISTA CA 95045 770338085 501C3 8200 0 SUPPORT FOR GENERAL OPERATIONS SAN BENITO COUNTY RESOURCE CONSERVATION DISTRICT 2337 TECHNOLOGY PARKWAY SUITE C HOLLISTER CA 95023 GOVERNMENT 7500 0 SUPPORT FOR GENERAL OPERATIONS 30 2 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 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 WALTER T MOORE PRESIDENT 366707 0 7406 0 23213 0 36127 0 44010 0 477463 0 0 0 MARK STEVENS TREASURER & CFO/COO 287082 0 5789 0 713 0 29991 0 39267 0 362842 0 0 0 MARTHA TEDESCO CHIEF MARKETING OFFICER 248955 0 5056 0 713 0 26333 0 43510 0 324567 0 0 0 GORDON CLARK VICE PRESIDENT OF DEVELOPMENT 255085 0 0 0 1109 0 25996 0 27395 0 309585 0 0 0 DIANE CORDOVA CHIEF TALENT OFFICER 199951 0 4180 0 25541 0 21672 0 45310 0 296654 0 0 0 NOELLE CHAMBERS VICE PRESIDENT OF CONSERVATION 244743 0 5056 0 162 0 25076 0 16617 0 291654 0 0 0 PATRICK MARSHALL GENERAL COUNSEL 193854 0 3798 0 1372 0 18615 0 18256 0 235895 0 0 0 JUSTIN ELIOT DIRECTOR OF FINANCE 202798 0 3965 0 162 0 20509 0 0 0 227434 0 0 0 JEANINE CRIDER DIRECTOR OF PLANNED GIVING 170052 0 3559 0 108 0 18401 0 28580 0 220700 0 0 0 OLIVIA WHITE LOPEZ DIRECTOR OF DIVERSITY EQUITY AND INC 176275 0 3454 0 97 0 17955 0 9211 0 206992 0 0 0 PART I, LINE 1A POST HAS A WELLNESS REIMBURSEMENT PROGRAM WHICH PROVIDES REIMBURSEMENT OF GYM MEMBERSHIPS. THESE REIMBURSEMENTS ARE TREATED AS TAXABLE INCOME. X 33 1846135 AVG HI/LOW GIFT DATE X 1 525000 APPRAISAL X 1 1900000 SALE PRICE X EVENT SUPPLIES 1 1568 FMV 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 A, LINE 4 CLARIFICATIONS TO EXEMPT PURPOSE AND GEOGRAPHIC AREA OF FOCUS. 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 & COMPENSATION COMMITTEE SETS THE SALARY OF THE PRESIDENT AND REVIEWS AND APPROVES 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 & COMPENSATION COMMITTEE IS CHARGED WITH RECOMMENDING TO THE BOARD OF DIRECTORS A COMPENSATION PACKAGE, INCLUDING BASE SALARY, BENEFITS, AND RETIREMENT CONTRIBUTIONS, FOR THE PRESIDENT AND 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 6/30/2024. 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 83110 FMV