PENINSULA OPEN SPACE TRUST: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PENINSULA OPEN SPACE TRUST (EIN 94-2392007)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-01
- IRS object ID
- 202631219349300713
- Schema version
- 2024v5.5
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-01T14:41:33-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 | RLA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 W TAYLOR STREET STE A | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | 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 | BusinessNameLine1Txt |
| 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 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GORDON CLARK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6508547696 | PhoneNum |
| Signature | 2026-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICHOLAS PETERSEN | PreparerPersonNm |
| PTIN | P01274743 | PTIN |
| Phone | 4088556770 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GORDON CLARK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 HIGH STREET | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $160,627,315 | 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 | POST PROTECTS OPEN SPACE ON THE PENINSULA AND IN THE SOUTH BAY FOR THE BENEFIT OF ALL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 79 | TotalEmployeeCnt |
| Total Volunteers | 277 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $24,688,844 | PYContributionsGrantsAmt |
| CY Contributions Grants | $54,755,631 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $422,941 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $249,798 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,843,028 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,818,019 | CYInvestmentIncomeAmt |
| PY Other Revenue | $353,823 | PYOtherRevenueAmt |
| CY Other Revenue | $429,858 | CYOtherRevenueAmt |
| PY Total Revenue | $30,308,636 | PYTotalRevenueAmt |
| CY Total Revenue | $62,253,306 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,247,709 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,209,125 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,790,434 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,841,364 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $239,273 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,194,389 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,582,112 | PYOtherExpensesAmt |
| CY Other Expenses | $22,354,696 | CYOtherExpensesAmt |
| PY Total Expenses | $33,859,528 | PYTotalExpensesAmt |
| CY Total Expenses | $43,405,185 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,550,892 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,848,121 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $339,333,871 | TotalAssetsBOYAmt |
| Total Assets EOY | $373,765,719 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,139,198 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,434,992 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $328,194,673 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $359,330,727 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $21,084,293 | ExpenseAmt |
| Grant | $3,893,450 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | LAND ACQUISITION & TRANSFER:IN FISCAL YEAR 2025, POST COMPLETED AND ASSISTED A TOTAL OF 9 TRANSACTIONS THAT PROTECTED 5,538 ACRES. PURCHASED 2,467 ACRES OF SARGENT RANCH IN SOUTHERN SANTA CLARA COUNTY, A KEY WILDLIFE LINKAGE AND PART OF THE JURISTAC TRIBAL CULTURAL LANDSCAPE. PURCHASED THE 1,340-ACRE PESCADERO RANCH ADJACENT TO SARGENT RANCH, RICH IN BIODIVERSITY AND CULTURAL IMPORTANCE. PURCHASED 503 ACRES THROUGH TWO TRANSACTIONS IN THE UPPER PAJARO VALLEY ACROSS SANTA CLARA AND SAN BENITO COUNTIES, ENHANCING WILDLIFE CONNECTIVITY IN THIS VITAL REGION... PURCHASED 207 ACRES ON THE NORTHWESTERN RIDGE OF COYOTE VALLEY, ADDING TO A NETWORK OF PROTECTED LANDS THAT WILL HELP WILDLIFE MOVE BETWEEN MOUNTAIN RANGES. CONSERVED AN ADDITIONAL 365 ACRES OF ESTRADA RANCH THROUGH A COMPLEX TRANSACTION IN PARTNERSHIP WITH THE LAND TRUST OF SANTA CRUZ COUNTY AND THE ESTRADA FAMILY. ASSISTED THE CONSERVATION FUND'S PURCHASE OF THE 586-ACRE SAN ANTONIO RANCH IN SAN BENITO COUNTY, HELPING SECURE AN ESSENTIAL CONNECTION WITH THE GABILAN RANGE. ACCEPTED A DONATION OF 70 ACRES ADJACENT TO BEAR CREEK REDWOODS FOR EVENTUAL INCORPORATION INTO THE PRESERVE. TRANSFERRED 517 ACRES IN COYOTE VALLEY TO THE SANTA CLARA VALLEY OPEN SPACE AUTHORITY, INCLUDING 376 ACRES OF THE LAGUNA SECA WETLAND. TRANSFERRED A SMALL BUT IMPORTANT PROPERTY AT WAVECREST TO THE COASTSIDE LAND TRUST, OPENING THE POSSIBILITY OF A LINK IN THE CALIFORNIA COASTAL TRAIL. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,671,661 | ExpenseAmt |
| Grant | $5,310,175 | GrantAmt |
| Revenue | $245,944 | RevenueAmt |
| Desc | LAND MANAGEMENT:POST CURRENTLY HOLDS 18,444 ACRES IN FEE OWNERSHIP AND HOLDS CONSERVATION EASEMENTS AND DEED RESTRICTIONS ON 15,024 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 AS WELL AS HAVING BROADER COMMUNITY AND REGIONAL IMPACTS. 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 1,634 HOURS 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 DURING FY25 TO CARE FOR THE LANDS WE PROTECT:- FIRE RECOVERY AND FOREST RESILIENCE AND RESTORATION:- IN COLLABORATION WITH TRIBAL PARTNERS, PREPARED 54 ACRES OF TRADITIONALLY STEWARDED MAJESTIC OAK WOODLANDS AT SAN VICENTE REDWOODS (SVR) THROUGH TARGETED PRUNING AND BURNING OF 60 BURN PILES TO CREATE CONDITIONS FOR FUTURE PRESCRIBED BURNS. - COMPLETED A 9 MILE LONG COMPLETE FIRE STREET AT SVR WITH IMPROVED ROAD SURFACE AND A 400 FOOT WIDE SHADED FUEL BREAKS AROUND THE ROAD BY REMOVING DEAD AND DYING TREES FROM THE 2020 CZU LIGHTNING FIRE.- PROCESSED EXCESS BIOMASS BY: 1) 15,000 TONS OF LOGS IN A CARBONATOR/AIR CURTAIN BURNER AND 2) 500 BURN PILES OF BRANCHES AND SMALL TRUNKS.- THINNED AN UNHEALTHY STAND OF MONTEREY PINES ON A POST-PROTECTED PROPERTY IN BURNS VALLEY, FOSTERING A SAFER COMMUNITY AND IMPROVED HABITAT- PARTNERED WITH THE SAN MATEO RCD TO CONSTRUCT A 16 ACRE-FOOT RESERVOIR AT BUTANO FARMS, PROVIDING WATER TO SUPPORT AGRICULTURAL AND ENVIRONMENTAL SUSTAINABILITY.- BROKE GROUND ON POST'S FOURTH AGRICULTURAL WORKFORCE HOUSING PROJECT, WHICH WILL PROVIDE EIGHT BEDROOMS OF AFFORDABLE HOUSING FOR FARMWORKERS.- ENTERED INTO A PARTNERSHIP AT CLOVERDALE BLUFFS WITH A CERTIFIED ORGANIC FARMER. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,391,004 | ExpenseAmt |
| Grant | $5,500 | GrantAmt |
| Revenue | $3,854 | RevenueAmt |
| Desc | COMMUNITY OUTREACH AND EDUCATION:POST CONTINUED OUR COMMUNITY GROWTH AND ENGAGEMENT EFFORTS IN FISCAL YEAR 2025 GROWING THE LIST OF COMMUNITY MEMBERS BY 36.4K NEW CONTACTS. THESE CONTACTS WERE GATHERED VIA CONTENT, GENERAL AWARENESS PAID ADVERTISING, SOCIAL MEDIA, AND EVENTS. POST'S COMMUNITY DATABASE NOW INCLUDES 146K COMMUNITY MEMBERS. THIS IS 9% LARGER THAN THE PREVIOUS YEAR. CONTENT MARKETING CAMPAIGNS (GUIDES, BLOGS, GENERAL AWARENESS, AND ANNUAL GIVING) GENERATED 67% OF ALL NEW CONTACTS, FOLLOWED BY OUTREACH EVENTS AT 28%. CONTACTS ENGAGE WITH THE POST WEBSITE VIA THE MONTHLY EMAIL NEWSLETTER, WHICH FEATURED ABOUT 40 NEW STORIES OVER THE YEAR, AS WELL AS ANNUAL GIVING CAMPAIGNS. THE WEBSITE SAW 644K TOTAL... USERS IN FY 2025.POST'S SOCIAL MEDIA FOLLOWING GREW SIGNIFICANTLY DUE TO PAID ADVERTISING, CONTENT PRODUCTION, AND EXPERIMENTATION. COLLECTIVELY, OUR SOCIAL MEDIA CHANNELS GREW FROM 78K TO 99K FOLLOWERS (+27% YOY). OVERALL THERE WERE 12% MORE IMPRESSIONS, 13% MORE REACH, AND 30% MORE "CLICKS" FROM PAID SOCIAL MEDIA WHICH IN TURN LED TO INCREASED ENGAGEMENT ON POST'S WEBSITE FOR DOWNLOADS, INFORMATIONAL VISITS, DONATIONS, AND THE LIKE. POST HOSTED 100 PUBLIC EVENTS THAT GENERATED 9,303 NEW CONTACTS (+23% YOY). ROUGHLY 11,500 PEOPLE ATTENDED POST'S PUBLIC ONLINE AND IN-PERSON EVENTS IN FY 2025 (+20% YOY). IN ADDITION, POST STAFF AND VOLUNTEERS INTERACTED WITH ABOUT 5,400 PEOPLE BY TABLING AT LARGE REGIONAL FESTIVALS AND PARTNER EVENTS, DOUBLING OUR IN-PERSON OUTREACH.IN THE MEDIA, POST WAS MENTIONED IN A TOTAL OF 517 ARTICLES WITH AN ESTIMATED REACH (TOTAL SUBSCRIBERS ACROSS ALL OUTLETS) OF 3.5B. DUE TO THE INCREASED NUMBER OF TRANSACTIONS IN FY25, WE INCREASED PRESS COVERAGE 136% YOY. OUR LARGEST STORIES WITH THE HIGHEST AD EQUIVALENCY VALUE (AEV) WERE SARGENT RANCH ($3.4M), PESCADERO RANCH ($1.1M), SAN GREGORIO RANCH ($1.13M), AND THE MOUNTAIN MEADOW PROPERTY SALE ($1M). IMPORTANTLY, WE ACHIEVED STRONG MESSAGE PULL-THROUGH ALIGNED WITH OUR MISSION AND STRATEGIC PLAN. THESE MESSAGES INCLUDED WILDLIFE CORRIDOR AND HABITAT PROTECTION, PUBLIC ACCESS AND COASTAL PRESERVATION, CLIMATE RESILIENCE AND WATER RESOURCE PROTECTION, AND PARTNERSHIPS//COLLABORATION WITH LOCAL GOVERNMENTS, TRIBAL GROUPS, AND OTHER NONPROFITS.THE POST MARKETING AND COMMUNICATIONS TEAM ALSO ENGAGED IN A VARIETY OF INNOVATIONS AND LONGER-TERM PROJECTS SUCH AS A PLAN TO OVERHAUL POST'S PRIMARY WEBSITE, REFRESH OF POST'S MONTHLY EMAIL NEWSLETTER, AND EXPANSION OF SOCIAL MEDIA CHANNELS AND PAID MEDIA. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $35,146,958 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 66 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 79 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | 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 | JANE MACHIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6508547696 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 HIGH STREET | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ALISA MACAVOY | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW BOSWORTH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS DEBROECK | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| EMERICK WOODS | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JANA BARSTEN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER LYNCH | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| KALLE DAHL | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHERINE TSAI | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KEN YEAGER | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| NANHI SINGH | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL SIMPSON | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| RAJESH MASHRUWALA | ||||||||
| CHAIR & DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ROD FERGUSON | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| SANJAY VASWANI | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SEAN DEMPSEY | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| SUZANNE SULLIVAN | ||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| WENDE HUTTON | ||||||||
| VICE CHAIR & DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| BRAD O'BRIEN | ||||||||
| SECRETARY | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| MARK STEVENS | ||||||||
| TREASURER & CFO/COO | 40.00 | $305,729 | $0 | $67,039 | Yes (X) | |||
| WALTER T MOORE | ||||||||
| PRESIDENT | 40.00 | $395,344 | $0 | $75,226 | Yes (X) | |||
| GORDON CLARK | ||||||||
| VICE PRESIDENT OF DEVELOPMENT | 40.00 | $286,071 | $0 | $49,160 | Yes (X) | |||
| MARTHA TEDESCO | ||||||||
| CHIEF MARKETING OFFICER (THROUGH SEPT) | 40.00 | $253,981 | $0 | $55,053 | Yes (X) | |||
| NOELLE CHAMBERS | ||||||||
| VICE PRESIDENT OF CONSERVATION | 40.00 | $267,932 | $0 | $41,212 | Yes (X) | |||
| DIANE CORDOVA | ||||||||
| CHIEF TALENT OFFICER | 40.00 | $233,975 | $0 | $64,739 | Yes (X) | |||
| JEANINE CRIDER | ||||||||
| DIRECTOR OF PLANNED GIVING | 40.00 | $180,895 | $0 | $43,833 | Yes (X) | |||
| JUSTIN ELIOT | ||||||||
| DIRECTOR OF FINANCE | 40.00 | $216,799 | $0 | $17,856 | Yes (X) | |||
| OLIVIA WHITE LOPEZ | ||||||||
| DIRECTOR OF CULTURE, EQUITY & BELONGING | 40.00 | $186,407 | $0 | $26,268 | Yes (X) | |||
| PATRICK MARSHALL | ||||||||
| GENERAL COUNSEL | 40.00 | $207,835 | $0 | $34,209 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,534,968 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $474,595 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SHUTE MIHALY & WEINBERGER LLP | |||||
| 396 HAYES ST | SAN FRANCISCO | CA | 94102 | LEGAL SERVICES | $551,417 |
| AARON LINGMANN EARTH FLOW DRILLING | |||||
| 2600 SMITH GRADE RD | SANTA CRUZ | CA | 95060 | PROPERTY MAINTENANCE | $161,470 |
| BW ENGINEERING | |||||
| 225 THE CROSSROADS 135 | CARMEL | CA | 93923 | PROPERTY MAINTENANCE | $133,756 |
| M&H LLP | |||||
| 525 MIDDLEFIELD RD 250 | MENLO PARK | CA | 94025 | LEGAL SERVICES | $125,411 |
| ALTA PLANNING & DESIGN | |||||
| 304 12TH STREET SUITE 2A | OAKLAND | CA | 94607 | LAND PROJECTS | $104,602 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,381,922 | GovernmentGrantsAmt |
| All Other Contributions | $53,373,709 | AllOtherContributionsAmt |
| Noncash Contributions | $32,849,735 | NoncashContributionsAmt |
| Total Contributions | $54,755,631 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENTAL INCOME | 900002 | $239,654 | $239,654 |
| TIMBER | 110000 | $6,290 | $6,290 |
| LECTURE SERIES | 900099 | $3,854 | $3,854 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $249,798 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,452,696 | TotalRevenueColumnAmt |
| Exclusion | $5,452,696 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $99,597,933 | SecuritiesAmt |
| Other | $141,399 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $98,374,009 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,223,924 | SecuritiesAmt |
| Other | $141,399 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,365,323 | TotalRevenueColumnAmt |
| Exclusion | $1,365,323 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $429,858 | TotalRevenueColumnAmt |
| Exclusion | $429,858 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $429,858 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,253,306 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $249,798 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,247,877 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,120,125 | TotalAmt |
| Program Services | $9,120,125 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,000 | TotalAmt |
| Program Services | $89,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,719,958 | TotalAmt |
| Program Services | $718,229 | ProgramServicesAmt |
| Management And General | $577,784 | ManagementAndGeneralAmt |
| Fundraising | $423,945 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,752,879 | TotalAmt |
| Program Services | $4,385,620 | ProgramServicesAmt |
| Management And General | $1,545,387 | ManagementAndGeneralAmt |
| Fundraising | $1,821,872 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $656,024 | TotalAmt |
| Program Services | $350,331 | ProgramServicesAmt |
| Management And General | $155,857 | ManagementAndGeneralAmt |
| Fundraising | $149,836 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,047,921 | TotalAmt |
| Program Services | $564,527 | ProgramServicesAmt |
| Management And General | $234,988 | ManagementAndGeneralAmt |
| Fundraising | $248,406 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $664,582 | TotalAmt |
| Program Services | $356,146 | ProgramServicesAmt |
| Management And General | $152,071 | ManagementAndGeneralAmt |
| Fundraising | $156,365 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $931,995 | TotalAmt |
| Program Services | $839,876 | ProgramServicesAmt |
| Management And General | $92,119 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,505 | TotalAmt |
| Management And General | $49,505 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $958,000 | TotalAmt |
| Program Services | $958,000 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,420 | TotalAmt |
| Management And General | $349,420 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,535,514 | TotalAmt |
| Program Services | $2,674,020 | ProgramServicesAmt |
| Management And General | $261,255 | ManagementAndGeneralAmt |
| Fundraising | $600,239 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669,906 | TotalAmt |
| Program Services | $619,043 | ProgramServicesAmt |
| Fundraising | $50,863 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,473 | TotalAmt |
| Program Services | $170,849 | ProgramServicesAmt |
| Management And General | $46,296 | ManagementAndGeneralAmt |
| Fundraising | $196,328 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537,885 | TotalAmt |
| Program Services | $296,770 | ProgramServicesAmt |
| Management And General | $87,563 | ManagementAndGeneralAmt |
| Fundraising | $153,552 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Program Services | $1,000 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,893 | TotalAmt |
| Program Services | $31,226 | ProgramServicesAmt |
| Management And General | $12,275 | ManagementAndGeneralAmt |
| Fundraising | $6,392 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,872 | TotalAmt |
| Program Services | $127,142 | ProgramServicesAmt |
| Management And General | $54,378 | ManagementAndGeneralAmt |
| Fundraising | $47,352 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,802 | TotalAmt |
| Program Services | $7,494 | ProgramServicesAmt |
| Management And General | $74,308 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,297 | TotalAmt |
| Program Services | $162,878 | ProgramServicesAmt |
| Management And General | $53,301 | ManagementAndGeneralAmt |
| Fundraising | $65,118 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,978 | TotalAmt |
| Program Services | $247,373 | ProgramServicesAmt |
| Management And General | $75,605 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LAND/EASEMENT TRANSACTI | $10,135,000 | $10,135,000 | ||
| LAND MAINTENANCE | $2,725,752 | $2,590,472 | $118,177 | $17,103 |
| EVENTS/DONOR RECOG. | $362,140 | $148,291 | $43,566 | $170,283 |
| PROPERTY TAXES | $266,052 | $228,937 | $37,115 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,212 | TotalAmt |
| Program Services | $324,609 | ProgramServicesAmt |
| Management And General | $42,868 | ManagementAndGeneralAmt |
| Fundraising | $86,735 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,405,185 | TotalAmt |
| Program Services | $35,146,958 | ProgramServicesAmt |
| Management And General | $4,063,838 | ManagementAndGeneralAmt |
| Fundraising | $4,194,389 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,458 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,614,218 | BOYAmt |
| EOY | $1,061,515 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,046,514 | BOYAmt |
| EOY | $8,379,423 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,068,677 | BOYAmt |
| EOY | $646,089 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,301,796 | BOYAmt |
| EOY | $2,240,205 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,782 | BOYAmt |
| EOY | $258,371 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,989,240 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,728,306 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,510,021 | BOYAmt |
| EOY | $6,260,934 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,008,192 | BOYAmt |
| EOY | $167,519,558 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,782,534 | BOYAmt |
| EOY | $7,566,072 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,674,679 | BOYAmt |
| EOY | $179,833,552 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339,333,871 | BOYAmt |
| EOY | $373,765,719 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,584,305 | BOYAmt |
| EOY | $4,224,981 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,826,200 | BOYAmt |
| EOY | $966,155 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,319 | BOYAmt |
| EOY | $2,980,813 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,627,374 | BOYAmt |
| EOY | $6,263,043 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,139,198 | BOYAmt |
| EOY | $14,434,992 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,524,699 | BOYAmt |
| EOY | $340,525,239 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,669,974 | BOYAmt |
| EOY | $18,805,488 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $328,194,673 | BOYAmt |
| EOY | $359,330,727 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339,333,871 | BOYAmt |
| EOY | $373,765,719 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $18,848,121 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,287,933 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $14,969,390 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,830,028 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,963,923 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,688,844 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,755,631 | CurrentTaxYearAmt |
| Total | $134,207,816 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,969,390 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,830,028 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,963,923 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,688,844 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,755,631 | CurrentTaxYearAmt |
| Total | $134,207,816 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $29,919,350 | SubstantialContributorsTotAmt |
| Public Support Total170 | $104,288,466 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,469,363 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,285,926 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,375,536 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,474,125 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,452,696 | CurrentTaxYearAmt |
| Total | $24,057,646 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $843,515 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $128,199 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $869,119 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $353,823 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $429,858 | CurrentTaxYearAmt |
| Total | $2,624,514 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $160,889,976 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,752,042 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.64820 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72420 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME | ExplanationTxt |
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 | $958,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $958,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $42,447,185 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $43,405,185 | 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 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $31,500 | CurrentYearMinus3Amt |
| Current Year Minus2 | $39,100 | CurrentYearMinus2Amt |
| Current Year Minus1 | $455,000 | CurrentYearMinus1Amt |
| Current Year | $958,000 | CurrentYearAmt |
| Total | $1,483,600 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE C, PART II-A: | FormAndLineReferenceDesc |
| Explanation | PAID $650,000 TO CALIFORNIA COUNCIL OF LAND TRUSTS ACTION FUND, $100,000 TO THE PENINSULA OPEN SPACE TRUST ACTION FUND, $130,000 TO SANTA CRUZ COUNTY FOR WATER & WILDFIRE PROTECTION YES ON Q. AND A COMBINED $78,000 ON TWO SEPARATE ENVIRONMENTAL LOBBYISTS. | ExplanationTxt |
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 | 46 | TotalEasementsCnt |
| Total Acreage | 15024.00 | TotalAcreageCnt |
| Modified Easements | 1 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 1450.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $319,357 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,004,918 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $112,207 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,239 | OtherExpendituresAmt |
| End Year Balance | $1,100,886 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $861,838 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| Investment Earnings Or Losses | $105,442 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,362 | OtherExpendituresAmt |
| End Year Balance | $1,004,918 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $810,297 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $77,683 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $26,142 | OtherExpendituresAmt |
| End Year Balance | $861,838 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $937,943 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$102,092 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $25,554 | OtherExpendituresAmt |
| End Year Balance | $810,297 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $768,258 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $207,183 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $37,498 | OtherExpendituresAmt |
| End Year Balance | $937,943 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.55000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.45000 | 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 | $5,506,133 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,068,527 | DepreciationAmt |
| Book Value | $3,437,606 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,131,208 | OtherCostOrOtherBasisAmt |
| Depreciation | $659,779 | DepreciationAmt |
| Book Value | $471,429 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,260,934 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER RECEIVABLE | $20,843 |
| ASSET OBLIGATION | $2,653,541 |
| LAND HELD FOR CONSERVATION | $177,159,168 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $179,833,552 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITY UNDER CRUT | $2,577,876 |
| ASSET RETIREMENT OBLIGATIONS | $3,213,976 |
| STEWARDSHIP LIABILITIES | $471,191 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,263,043 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $74,195,364 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $12,287,932 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $3,546 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $12,291,478 | RevenueNotReportedAmt |
| Revenue Subtotal | $61,903,886 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $349,420 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $349,420 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $62,253,306 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $43,059,311 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $3,546 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $3,546 | ExpensesNotReportedAmt |
| Expenses Subtotal | $43,055,765 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $349,420 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $349,420 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $43,405,185 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 3: | CLARIFICATIONS ON EXISTING PROTECTIONS FOR RESIDENCE AND PROPERTY. |
| 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: | 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. 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, 2025 MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| FRESH EYES DIGITAL | ||||||||
| 2821 N SPAULDING AVE | CHICAGO | IL | 60618 | PROFESSIONAL FUNDRAISING | 0 | $1,688,677 | $164,494 | $1,524,183 |
| CATHERINE M CONNOLLY | ||||||||
| 3344 MARINA COVE CIRCLE | ELK GROVE | CA | 95758 | PROFESSIONAL FUNDRAISING | 0 | $179,390 | $62,400 | $116,990 |
| DONATE FOR CHARITY INC | ||||||||
| 952 SCHOOL STREET SUITE 258 | NAPA | CA | 94559 | PROFESSIONAL FUNDRAISING | 0 | $6,575 | $3,422 | $3,154 |
| VERITUS GROUP LLC | ||||||||
| PO BOX 18294 | ASHVILLE | NC | 28814 | PROFESSIONAL FUNDRAISING | 0 | $0 | $1,596 | -$1,596 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,874,642 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $231,912 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,642,731 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | POST USES THE SERVICES OF "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. POST ALSO USED THE CONSULTING SERVICES OF "VERITUS GROUP LLC" IN THE ADMINISTRATION OF MID-LEVEL DONOR SOLICITATION AND CATHERINE CONNOLEY FOR PLANNING AND ADMINISTRATION OF DIRECT MAIL CAMPAIGNS. "DONATE FOR CHARITY INC" RECEIVES AND PROCESSES DONATED AUTOMOBILES ON BEHALF OF POST. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (25 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Recipient EINRecipientEIN |
|---|---|---|---|---|---|---|---|---|---|---|
| COUNTY OF SAN MATEO PARKS DEPARTMENT | ||||||||||
| 455 COUNTY CENTER 4TH FLOOR | REDWOOD CITY | CA | 94063 | GOVERNMENT | $5,265,188 | $0 | SUPPORT FOR CONSTRUCTION AT TUNITAS CREEK BEACH | |||
| SANTA CLARA VALLEY OPEN SPACE AUTHORITY | ||||||||||
| 33 LAS COLINAS LANE | SAN JOSE | CA | 95119 | GOVERNMENT | $100,000 | $2,500,000 | SUPPORT FOR AGENCY'S WORK IN COYOTE VALLEY | APPRAISAL/BOOK VALUE | DONATION OF MID-COYOTE VALLEY LAND | |
| THE CONSERVATION FUND | ||||||||||
| 1655 N FORT MYER DR STE 1300 | ARLINGTON | VA | 22209 | 501C3 | $500,000 | $0 | SUPPORT FOR SAN ANTONIO RANCH PROJECT IN SAN BENITO COUNTY | 521388917 | ||
| CLIMATE RESILIENT COMMUNITIES | ||||||||||
| 3921 EAST BAYSHORE ROAD SUITE 208 | PALO ALTO | CA | 94303 | 501C3 | $185,000 | $0 | SUPPORT FOR GENERAL OPERATIONS | 881697378 | ||
| COASTSIDE LAND TRUST | ||||||||||
| PO BOX 3205 | HALF MOON BAY | CA | 94019 | 501C3 | $0 | $85,000 | FOR INCLUSION IN THE OPEN SPACE LANDS MANAGED BY COASTSIDE LAND TRUST | APPRAISAL | DONATION OF 7 LOTS ADJACENT TO WAVECREST | 943290067 |
| SAN MATEO RESOURCE CONSERVATION DISTRICT | ||||||||||
| 80 STONE PINE SUITE 100 | HALF MOON BAY | CA | 94019 | GOVERNMENT | $80,000 | $0 | SUPPORT FOR SANTA CRUZ MOUNTAINS STEWARDSHIP NETWORK,EVENT SPONSORSHIP AND GENERAL OPERATIONS | |||
| GREEN FOOTHILLS | ||||||||||
| 3921 E BAYSHORE ROAD | PALO ALTO | CA | 94303 | 501C3 | $60,000 | $0 | EVENT SPONSORSHIP AND SUPPORT FOR WORK IN COYOTE VALLEY AND JURISTAC | 946121854 | ||
| AMAH MUTSUN LAND TRUST | ||||||||||
| 419 S SAN ANTONIO ROAD SUITE 211 | LOS ALTOS | CA | 94022 | 501C3 | $50,000 | $0 | SUPPORT FOR GENERAL OPERATIONS | 320447436 | ||
| TOGETHER BAY AREA | ||||||||||
| 2150 ALLSTON WAY SUITE 320 | BERKELEY | CA | 94704 | 501C3 | $35,000 | $0 | EVENT SPONSORSHIP AND SUPPORT FOR CONSERVATION LAND NETWORK 3.0 PROJECT AND GENERAL OPERATIONS | 461573954 | ||
| SANTA CLARA VALLEY HABITAT AGENCY | ||||||||||
| 535 ALKIRE AVENUE SUITE 100 | MORGAN HILL | CA | 95037 | GOVERNMENT | $25,000 | $0 | SUPPORT FOR THE CLIMATE RESILIENCE CREDITS PROGRAM | |||
| CALIFORNIA COUNCIL OF LAND TRUSTS | ||||||||||
| 1029 J STREET SUITE 120 | SACRAMENTO | CA | 95814 | 501C3 | $25,000 | $0 | EVENT SPONSORSHIP | 010826246 | ||
| UNIVERSITY OF CALIFORNIA DAVIS | ||||||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95616 | GOVERNMENT | $15,000 | $0 | SURRPORT FOR SANTA CLARA VALLEY AGRICULTURE OUTREACH & AWARENESS CAMPAIGN | 946036494 | ||
| MUWEKMA OHLONE PRESERVATION FOUNDATION THE | ||||||||||
| 2570 N FIRST ST 2ND FLOOR 1006 | SAN JOSE | CA | 95131 | 501C3 | $13,837 | $0 | SUPPORT FOR GENERAL OPERATIONS | 880910186 | ||
| SAVED BY NATURE | ||||||||||
| 2772 JOSEPH AVENUE 4 | CAMPBELL | CA | 95008 | 501C3 | $13,000 | $0 | SUPPORT FOR GENERAL OPERATIONS AND SPONSORSHIP OF COMMUNITY NATURE HIKES | 832405377 | ||
| CANOPY | ||||||||||
| 3921 EAST BAYSHORE ROAD | PALO ALTO | CA | 94303 | 501C3 | $10,500 | $0 | SUPPORT FOR GENERAL OPERATIONS | 010565752 | ||
| EPACENTER | ||||||||||
| 1950 BAY ROAD | EAST PALO ALTO | CA | 94303 | C-CORPORATION | $10,000 | $0 | SUPPORT FOR GENERAL OPERATIONS | 472008341 | ||
| NUESTRA CASA DE EAST PALO ALTO | ||||||||||
| PO BOX 52004 | EAST PALO ALTO | CA | 94303 | 501C3 | $10,000 | $0 | SUPPORT FOR GENERAL OPERATIONS | 464040538 | ||
| KITCHEN TABLE ADVISORS | ||||||||||
| 2150 ALLSTON WAY SUITE 320 | BERKELEY | CA | 94704 | 501C3 | $10,000 | $0 | EVENT SPONSORSHIP | 991587057 | ||
| SEMPERVIRENS FUND THE | ||||||||||
| 800 W EL CAMINO REAL | MOUNTAIN VIEW | CA | 94040 | 501C3 | $10,000 | $0 | EVENT SPONSORSHIP | 942155097 | ||
| PUENTE DE LA COSTA SUR | ||||||||||
| PO BOX 554 | PESCADERO | CA | 94060 | 501C3 | $10,000 | $0 | SUPPORT FOR THE COASTSIDE GIVES CAMPAIGN | 371484262 | ||
| COASTAL QUEST | ||||||||||
| 2625 ALCATRAZ AVENUE | BERKELEY | CA | 94705 | 501C3 | $10,000 | $0 | UNRESTRICTED CONTRIBUTION FOR ARRIBA SOUTH COAST | 311678716 | ||
| RESOURCE CONSERVATION DISTRICT OF MONTEREY COUNTY | ||||||||||
| 744A LAGUARDIA ST | SALINAS | CA | 93905 | GOVERNMENT | $8,100 | $0 | SUPPORT FOR CENTRAL COAST PRESCRIBED BURN ASSOCIATION | 770438392 | ||
| SAN BENITO AGRICULTURAL LAND TRUST | ||||||||||
| PO BOX 145 | SAN JUAN BAUTISTA | CA | 95045 | 501C3 | $7,500 | $0 | SUPPORT FOR GENERAL OPERATIONS | 770338085 | ||
| SAN BENITO COUNTY RESOURCE CONSERVATION DISTRICT | ||||||||||
| 2337 TECHNOLOGY PARKWAY SUITE C | HOLLISTER | CA | 95023 | GOVERNMENT | $7,500 | $0 | SUPPORT FOR GENERAL OPERATIONS | |||
| PESCADERO EDUCATION FOUNDATION | ||||||||||
| PO BOX 663 | PESCADERO | CA | 94060 | 501C3 | $5,500 | $0 | SUPPORT FOR GENERAL OPERATIONS | 943378920 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 34 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| RELOCATION ASSISTANCE IN RESPONSE TO DISPLACEMENT CAUSED BY POST'S LAND CONSERVATION WORK | 5 | $84,000 |
| SUPPORT FOR THE PRODUCTION OF A FILM HIGHLIGHTING INDIGENOUS CONNECTION WITH THE LAND | 1 | $5,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 (10 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 | $364,475 | $0 | $7,740 | $0 | $23,129 | $0 | $29,223 | $0 | $46,003 | $0 | $470,570 | $0 | $0 | $0 |
| MARK STEVENS | ||||||||||||||
| TREASURER & CFO/COO | $298,308 | $0 | $6,049 | $0 | $1,372 | $0 | $25,214 | $0 | $41,825 | $0 | $372,768 | $0 | $0 | $0 |
| GORDON CLARK | ||||||||||||||
| VICE PRESIDENT OF DEVELOPMENT | $259,989 | $0 | $5,284 | $0 | $20,798 | $0 | $20,177 | $0 | $28,983 | $0 | $335,231 | $0 | $0 | $0 |
| NOELLE CHAMBERS | ||||||||||||||
| VICE PRESIDENT OF CONSERVATION | $262,486 | $0 | $5,284 | $0 | $162 | $0 | $22,016 | $0 | $19,196 | $0 | $309,144 | $0 | $0 | $0 |
| MARTHA TEDESCO | ||||||||||||||
| CHIEF MARKETING OFFICER (THROUGH SEP | $247,984 | $0 | $5,284 | $0 | $713 | $0 | $20,342 | $0 | $34,711 | $0 | $309,034 | $0 | $0 | $0 |
| DIANE CORDOVA | ||||||||||||||
| CHIEF TALENT OFFICER | $207,772 | $0 | $4,368 | $0 | $21,835 | $0 | $18,158 | $0 | $46,581 | $0 | $298,714 | $0 | $0 | $0 |
| PATRICK MARSHALL | ||||||||||||||
| GENERAL COUNSEL | $201,642 | $0 | $3,968 | $0 | $2,225 | $0 | $15,104 | $0 | $19,105 | $0 | $242,044 | $0 | $0 | $0 |
| JUSTIN ELIOT | ||||||||||||||
| DIRECTOR OF FINANCE | $210,409 | $0 | $6,142 | $0 | $248 | $0 | $17,356 | $0 | $500 | $0 | $234,655 | $0 | $0 | $0 |
| JEANINE CRIDER | ||||||||||||||
| DIRECTOR OF PLANNED GIVING | $180,787 | $0 | $0 | $0 | $108 | $0 | $15,463 | $0 | $28,370 | $0 | $224,728 | $0 | $0 | $0 |
| OLIVIA WHITE LOPEZ | ||||||||||||||
| DIRECTOR OF CULTURE, EQUITY & BELONG | $180,700 | $0 | $5,610 | $0 | $97 | $0 | $15,149 | $0 | $11,119 | $0 | $212,675 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | POST HAS A WELLNESS REIMBURSEMENT PROGRAM WHICH PROVIDES REIMBURSEMENT OF GYM MEMBERSHIPS. THESE REIMBURSEMENTS ARE TREATED AS TAXABLE INCOME. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 66 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,408,485 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HI/LOW GIFT DATE | MethodOfDeterminingRevenuesTxt |
Qualified Contrib Other QualifiedContribOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $28,851,250 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,590,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALE PRICE | 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 SAND HILL GLOBAL ADVISORS, TO SELL ALL CONTRIBUTIONS OF STOCKS OR SECURITIES UPON RECEIPT, UNLESS OTHERWISE DIRECTED BY POST'S FINANCIAL ADVISORS OR THE INVESTMENT COMMITTEE OF POST'S BOARD OF DIRECTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 COMPENSATION & BUDGET COMMITTEE REVIEWS AND RECOMMENDS ADJUSTMENTS TO POST'S PRESIDENT AND CHIEF FINANCIAL OFFICER COMPENSATION AND BENEFITS WHICH ARE SUBSEQUENTLY SUBMITTED TO AND APPROVED IN FINAL BY THE BOARD. THE COMPENSATION & BUDGET 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. |
| 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 6/30/2025. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| VERDANTIS LLC | |||||||||
| 222 HIGH ST | PALO ALTO | CA | 94301 | 392233197 | HOLDING AND MANAGING APPROXIMATELY 2,490.32 ACRES IN SANTA CLARA COUNTY | CA | $4,850 | $25,466,493 | PENINSULA OPEN SPACE TRUST |
| SILVIX LLC | |||||||||
| 222 HIGH ST | PALO ALTO | CA | 94301 | 392246595 | HOLDING ALL OIL, GAS, AND MINERAL RIGHTS ASSOCIATED WITH RELATED PROPERTY | CA | $0 | $19,862 | PENINSULA OPEN SPACE TRUST |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKE LUCERNE MUTUAL WATER COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 HIGH STREET | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| 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 | Yes (1) | 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 | Yes (1) | 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 | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LAKE LUCERNE MUTUAL WATER COMPANY | ||
| D | $20,843 | FMV |
| VERDANTIS LLC | ||
| B | $25,475,593 | CASH |
| SILVIX LLC | ||
| B | $20,000 | CASH |
| VERDANTIS LLC | ||
| N | $636 | HOURLY RATE AND PRORATA BENEFITS |