2023-11-14T19:16:45-06:00 2022-12-31 454806875 BHLF LLP 1255 TREAT BLVD SUITE 300 WALNUT CREEK CA 94597 990 2022-01-01 680292509 THE PACIFIC FOREST TRUST INCORPORATED PACI 4155610700 1001-A OREILLY AVENUE SAN FRANCISCO CA 94129 LAURIE A WAYBURN PRESIDENT 4155610700 2023-11-14 1 LAURIE WAYBURN 999009999 0 BRENT HILLBERG P01571871 9253221150 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LAURIE A WAYBURN 1001-A OREILLY AVENUE SAN FRANCISCO CA 94129 6754990 0 X WWW.PACIFICFOREST.ORG X 1993 CA SEE SCHEDULE O 15 13 21 50 0 0 3080188 4403672 690476 733673 267536 334884 -44165 -186 3994035 5472043 0 0 0 0 1694459 1896742 0 0 326309 2164054 2754872 3858513 4651614 135522 820429 8339375 9021081 1413752 1958318 6925623 7062763 X SEE SCHEDULE O 0 0 2775787 617076 SEE SCHEDULE O 740822 CONSTITUENCY BUILDING AND GENERAL PROGRAMTHE PACIFIC FOREST TRUST BUILDS AWARENESS OF THE VITAL CONTRIBUTIONS THAT PRIVATELY OWNED AND PRODUCTIVE U.S. FORESTS MAKE TO THE PUBLIC GOOD: WOOD, WATER, WILDLIFE, AND A HEALTHY CLIMATE. PFT'S CONSTITUENCY BUILDING PROGRAM RAISES THE PROFILE OF THESE BENEFITS IN ADDITION TO GENERATING SUPPORT FOR THE ORGANIZATION'S INITIATIVES AND PROGRAMS THROUGH EVENTS, PUBLICATIONS, ONLINE COMMUNICATIONS, AND TARGETED OUTREACH TO KEY STAKEHOLDERS. 348676 SEE SCHEDULE O 3865285 1 1 0 1 0 0 1 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 23 0 21 1 0 0 0 0 0 0 0 0 0 0 X 15 13 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X X MICHAEL REILLY 4155610700 1001-A OREILLY AVENUE SAN FRANCISCO CA 94129 LAURIE A WAYBURN PRESIDENT 40.00 X X 209627 0 39665 CONSTANCE BEST SR. STRATEGIC ADVISOR 25.00 X 131039 0 16006 ANN M BARTUSKA CHAIR OF BOARD 4.00 X X 0 0 0 WESLEY CHESBRO VICE CHAIR 3.00 X X 0 0 0 ANDREA TUTTLE TRUSTEE 3.00 X X 0 0 0 STUART BEWLEY TREASURER 3.00 X X 0 0 0 SEEMA JETHANI SECRETARY 3.00 X 0 0 0 ANDY NORDHOFF TRUSTEE 3.00 X 0 0 0 BOB BARRETT TRUSTEE 3.00 X 0 0 0 CHRIS SMITH EFF 1222 TRUSTEE 3.00 X 0 0 0 CONNIE STEWART TRUSTEE 3.00 X 0 0 0 ERIK WOHLGEMUTH TRUSTEE 3.00 X 0 0 0 JACK STEPHENSON TRUSTEE 3.00 X 0 0 0 JERRY FRANKLIN TRUSTEE 3.00 X 0 0 0 NORM CHRISTIANSEN THRU 1222 TRUSTEE 3.00 X 0 0 0 SALLY BINGHAM TRUSTEE 3.00 X 0 0 0 SUNNY VIRDI TRUSTEE 3.00 X 0 0 0 PAUL MASON VP POLICY 40.00 X 144728 0 21940 MARY HALL ROSS DIR. FINANCE & ADMIN 40.00 X 140072 0 10675 KAARSTEN TURNER VP CONSERVATION & STEWARDS 40.00 X 148050 0 15957 KEVIN CONNELLY DIRECTOR OF DEVELOPMENT 40.00 X 111981 0 11916 885497 0 116159 6 0 1 0 TIDES 1001A OREILLY AVENUE SAN FRANCISCO CA 94129 OFFICE RENT 182596 INTEGRATED RESOURCE MANAGEMENT PO BOX 547 PHILOMATH OR 97370 FOREST MANAGEMENT 134233 2 57500 1103401 3242771 1340000 4403672 FEE FOR SERVICE 110000 733673 733673 733673 148543 148543 7800 0 7800 7800 7800 706194 719728 699581 540000 6613 179728 186341 186341 29724 57500 43366 -13642 -13642 MISC. INCOME 110000 5656 5656 5656 5472043 747129 0 321242 396756 357101 25737 13918 1143914 748013 245213 150688 78695 63906 8295 6494 149579 107896 27947 13736 127798 91192 22963 13643 12644 12644 27500 27500 32300 32300 431099 355721 11317 64061 32333 22237 905 9191 10245 8515 840 890 211375 150951 34609 25815 135301 122030 3572 9699 60940 43712 10717 6511 30352 26261 2545 1546 CONSERVATION EASEMENT E 1340000 1340000 FOREST MANAGEMENT SERVI 315580 315463 73 44 MISCELLANEOUS 71733 61860 1949 7924 EQUIPMENT LEASE/PURCHAS 16942 13745 1989 1208 26528 24038 1549 941 4651614 3865285 460020 326309 237672 193886 75381 200435 166725 30000 51291 214740 2858 11491 43133 43133 0 0 5230652 4241160 2574796 4129369 8339375 9021081 137239 186988 1147694 1347694 128819 423636 1413752 1958318 X 5797529 5838496 1128094 1224267 6925623 7062763 8339375 9021081 820429 -683289 0 X X 0 1 X 1 0 X 942432 1117741 1360043 3080189 4346172 10846577 942432 1117741 1360043 3080189 4346172 10846577 10846577 123999 144283 118188 179435 156343 722248 35113 59282 26982 9305 5656 136338 11705163 0.92660 0.90740 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2018 AMOUNT: $ 35,113. 2019 AMOUNT: $ 59,282. 2020 AMOUNT: $ 26,982. 2021 AMOUNT: $ 9,305. 2022 AMOUNT: $ 5,656. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5260 5260 4676078 4681338 384067 96017 0 0 319651 311377 346499 384067 1361594 2042391 16186 5499 16686 5260 43631 79913 77844 86625 96017 340399 510599 X X X 35 111096.00 2 1 1697.00 130554 43133 43133 0 0 CONSERVATION LAND 3200000 SECURITY DEPOSITS 19991 REAL ESTATE DEPOSITS 15000 NOTES RECEIVABLE 590000 RIGHT OF USE LEASE 304378 4129369 ACCRUED PAYROLL LIABILITIES 112131 LEASE LIABILITY 311505 423636 X 4799820 -683289 -683289 5483109 32300 -43366 -11066 5472043 4662680 43366 43366 4619314 32300 32300 4651614 PART II, LINE 5: ALL EASEMENTS HAVE A STEWARDSHIP MONITORING PLAN WRITTEN AND APPROVED PRIOR TO THE CLOSE OF THE EASEMENT TRANSACTION. UPON CLOSING THE TRANSACTION, AN AMOUNT CALCULATED BASED ON VARIOUS CRITERIA IS DEPOSITED INTO THE ORGANIZATION'S STEWARDSHIP FUND, FROM WHICH INVESTMENT EARNINGS ARE USED TO PAY FOR EASEMENT MONITORING AND ANY EASEMENT DEFENSE COSTS. PART II, LINE 9: ORGANIZATION'S BALANCE SHEET SHOWS THE VALUE OF THE LAND AT COST; DIRECT EXPENSES ARE INCLUDED IN PROGRAM EXPENSES. FOOTNOTE IN FINANCIAL STATEMENTS: THE CORPORATION HELD 35 CONSERVATION EASEMENTS LOCATED IN CALIFORNIA AND OREGON COMPRISING 110,096 ACRES AT THE END OF 2022. THE EASEMENTS CARRY NO MARKETABLE VALUE. ACCORDINGLY, THEY ARE NOT REPORTED AS ASSETS ON THE BALANCE SHEET AND ARE EXPENSED IN THE YEAR IN WHICH THEY ARE ACQUIRED. THE CORPORATION MAINTAINS AN INTERNAL RECORD KEEPING SYSTEM TO ACCOUNT FOR ALL EASEMENTS AND TO ASSURE THE REGULAR MONITORING OF COMPLIANCE AND OTHER STEWARDSHIP OBLIGATIONS PART X, LINE 2: THE ORGANIZATION HAS ANALYZED TAX POSITIONS TAKEN FOR FILINGS WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE ORGANIZATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN MATERIAL ADVERSE AFFECT ON THE ORGANIZATION'S FINANCIAL POSITION, RESULTS OF ACTIVITIES OR CASH FLOWS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALITIES FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -43,366. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 43,366. FOREST FETE 87224 57500 29724 5833 19765 17768 87224 57500 29724 5833 19765 17768 43366 -13642 X X 0 0 0 0 0 0 0 0 0 LAURIE A WAYBURN PRESIDENT 209627 0 0 0 0 0 25369 0 14296 0 249292 0 0 0 PAUL MASON VP POLICY 144728 0 0 0 0 0 11427 0 10513 0 166668 0 0 0 KAARSTEN TURNER VP CONSERVATION & STEWARDS 148050 0 0 0 0 0 1963 0 13994 0 164007 0 0 0 MARY HALL ROSS DIR. FINANCE & ADMIN 140072 0 0 0 0 0 3636 0 7039 0 150747 0 0 0 X 5 31201 0 0 0 FORM 990, PART I, LINE 1 - ORGANIZATION MISSION OR SIGNIFICANT ACTIVITIES PACIFIC FOREST TRUST (PFT) IS DEDICATED TO SUSTAINING AMERICA'S FORESTS. WE WORK WITH PARTNERS AND STAKEHOLDERS TO DEVELOP INNOVATIVE, INCENTIVE-BASED CONSERVATION SOLUTIONS TO SAFEGUARD OUR FORESTS, WHICH ARE ESSENTIAL TO CLIMATE PROTECTION, SAFE WATER SUPPLIES, WILDLIFE SURVIVAL, AND ECONOMIC STABILITY. FORM 990, PART III, LINE 1 - ORGANIZATION MISSION PACIFIC FOREST TRUST (PFT) IS DEDICATED TO SUSTAINING AMERICA'S FORESTS. WE WORK WITH PARTNERS AND STAKEHOLDERS TO DEVELOP INNOVATIVE, INCENTIVE-BASED CONSERVATION SOLUTIONS TO SAFEGUARD OUR FORESTS, WHICH ARE ESSENTIAL TO CLIMATE PROTECTION, SAFE WATER SUPPLIES, WILDLIFE SURVIVAL, AND ECONOMIC STABILITY. FORM 990, PART III, LINE 4A - PROGRAM SERVICE ACCOMPLISHMENTS FOREST CONSERVATION AND STEWARDSHIP PFT SERVED AS A GRANTEE, MONITORING AND PROVIDING STEWARDSHIP SERVICES ON A TOTAL OF 35 CONSERVATION EASEMENTS ON 110,096 ACRES IN CALIFORNIA AND OREGON. PFT OWNS AND MANAGES 897 FORESTED ACRES ALONG THE BORDER OF YOSEMITE NATIONAL PARK, AS WELL AS 540 ACRES OF MIXED EVERGREEN FORESTLAND ON THE OUTLET CREEK RANCH IN MENDOCINO COUNTY, CALIFORNIA. THESE LANDS ARE CONSERVED, MANAGED AND MONITORED FOR WATER, WILDLIFE, AND CLIMATE VALUES. PFT IS ENGAGING IN ONGOING DISCUSSIONS WITH FOREST LANDOWNERS IN CALIFORNIA AND OREGON REGARDING OPPORTUNITIES FOR FUTURE EASEMENT AND FEE TITLE ACQUISITIONS. PFT CONTINUES TO WORK WITH A DIVERSE GROUP OF STAKEHOLDERS ON THE KLAMATH-CASCADE ADVISORY COUNCIL, AS WELL AS CONDUCTING FIELD TRIPS AND PUBLIC OUTREACH AND EDUCATING KEY STAKEHOLDERS ABOUT THE IMPORTANCE OF CONSERVING WORKING FORESTS IN THE KLAMATH-CASCADE REGION. FORESTS ARE CENTRAL TO THE ECOLOGICAL HEALTH OF THIS CRITICAL WATERSHED THAT PROVIDES DRINKING WATER FOR 25+ MILLION CALIFORNIANS. IN 2021, PFT PURCHASED A CONSERVATION EASEMENT ON 2,098 ACRES IN SHASTA COUNTY, CALIFORNIA. FORM 990, PART III, LINE 4C - PROGRAM SERVICE ACCOMPLISHMENTS POLICY INITIATIVES THE PACIFIC FOREST TRUST PROVIDES TECHNICAL ADVICE TO POLICYMAKERS, ADVOCATES FOR INCENTIVE-BASED POLICY INITIATIVES AND LEADS DIVERSE STAKEHOLDER GROUPS IN SUPPORT OF THE CONSERVATION AND STEWARDSHIP OF WORKING FORESTS AND RANCHLANDS. HEALTHY WATERSHEDS: PFT CONTINUES TO WORK CLOSELY WITH THE STATE OF CALIFORNIA'S NATURAL RESOURCE AGENCY IN THE PLANNING PROCESS FOR IMPLEMENTATION OF RESTORATION ACTIVITIES AS IDENTIFIED IN OUR 2017 ASSESSMENT OF THE CONDITIONS AND RESTORATION NEEDS OF THE FIVE SOURCE WATER SHEDS THAT DELIVER WATER TO THE SHASTA AND OROVILLE RESERVOIRS, CALIFORNIA'S TWO LARGEST RESERVOIRS AND THE CORE OF THE STATE'S WATER SUPPLY. FIRE RESILIENCY: PFT IS WORKING TO BUILD A BROAD COALITION ENGAGED IN PROMOTING MORE FIRE-RESILIENT LANDSCAPES AND COMMUNITIES, TO PROVIDE VIABLE POLICY OPTIONS FOR ACHIEVING THAT, AND TO EDUCATE THE DECISION-MAKERS WHO WILL CONTROL THE RESHAPING OF CALIFORNIA'S FIRE POLICY. FORM 990, PART VI, SECTION A, LINE 2 PRESIDENT AND CO-FOUNDER ARE MARRIED. FORM 990, PART VI, SECTION B, LINE 11B REVIEWED BY AUDIT COMMITTEE AS DELEGATED BY BOARD OF DIRECTORS FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS COMPLETE A QUESTIONNAIRE ANNUALLY FORM 990, PART VI, SECTION B, LINE 15 SALARIES FOR ALL OF THE ORGANIZATION'S POSITIONS ARE GUIDED BY COMPENSATION STUDIES OF SIMULARLY SIZED AND LOCATED NOT-FOR-PROFIT ORGANIZATIONS ENGAGED IN SIMILAR WORK. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990 PART XII LINE 2C THIS PROCESS HAS NOT CHANGED IN THE CURRENT YEAR. FRED M VAN ECK FOREST FOUNDATION FOR PURDUE UNIVERSITY 1001A OREILLY AVENUE SAN FRANCISCO CA 94129 731628231 SUPPORT PURDUE UNIV DEPT FORESTRY CA 501(C)(3) 509 (A) (1) 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 FRED M VAN ECK FOREST FOUNDATION FOR PURDUE UNIVERSITY L 569045 FMV