2024-05-14T18:23:59-05:00 2023-04-06 941254756 HOOD & STRONG LLP 60 SO MARKET ST STE 200 SAN JOSE CA 95113 990 2022-07-01 043515341 THE TRUST FOR PUBLIC LAND ACTION FUND TRUS 4154954014 23 GEARY STREET 1000 SAN FRANCISCO CA 94108 JAMES H OBENDORF CHIEF FINANCIAL ADMIN OFFICER 4154954014 2024-05-14 1 JAMES OBENDORF 999009999 0 MAGA E KISRIEV P01008919 4089988400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X DIANE C REGAS 23 GEARY STREET 1000 SAN FRANCISCO CA 94108 629955 0 X WWW.TPLACTIONFUND.ORG X 2000 CA NONPROFIT SUPPORT OF PARK AND CONSERVATION FUNDING. X 9 8 0 100 0 0 428640 624363 24083 5489 85 103 0 0 452808 629955 73452 130483 0 0 68335 141825 0 0 3291 242263 765906 384050 1038214 68758 -408259 1499624 0 821705 0 677919 0 NONPROFIT SUPPORT OF PARK AND CONSERVATION FUNDING. 0 0 844427 130483 5489 THE TRUST FOR PUBLIC LAND ACTION FUND ASSISTED IN 13 STATE AND LOCAL BALLOT MEASURE CAMPAIGNS IN 5 STATES AND PARTICIPATED IN STATEWIDE LEGISLATIVE EFFORTS IN SUPPORT OF CONSERVATION FUNDING IN 1 STATE. 844427 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 4 0 1 0 0 0 0 0 1 1 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AK AZ AR CA CO CT DC FL GA IL KS KY LA ME MD MA MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X MICHELLE PANDORI 4154954014 23 GEARY STREET STE 1000 SAN FRANCISCO CA 94108 X DIANE C REGAS DIRECTOR 1.00 39.00 X 0 520712 30367 CAROLINE P NIEMCZYK CHAIR 1.00 1.00 X X 0 0 0 WHITNEY HATCH VICE CHAIR 1.00 1.00 X X 0 0 0 STEPHAN BAIRD DIRECTOR 1.00 1.00 X 0 0 0 PAGE KNUDSEN COWLES DIRECTOR 1.00 1.00 X 0 0 0 THOMAS REEVE DIRECTOR 1.00 1.00 X 0 0 0 LISA CASHDAN DIRECTOR 1.00 0.00 X 0 0 0 DAVID HARTWELL DIRECTOR 1.00 0.00 X 0 0 0 JIM MANN DIRECTOR 1.00 0.00 X 0 0 0 PEGGY CHIU-REIDY SECRETARY 3.00 37.00 X 0 167086 37360 KATHERINE M PANDORI ASSISTANT TREASURER 1.00 39.00 X 0 221439 20617 WILLIAM P LEE PRESIDENT OF TPLAF 1.00 39.00 X 0 237295 45294 DAVID WEINSTEIN VICE PRESIDENT 1.00 39.00 X 0 145302 19193 JAMES H OBENDORF TREASURER 1.00 39.00 X 0 295600 38736 WILLIAM W ABBERGER VICE PRESIDENT 3.00 37.00 X 0 166172 20122 PEGEEN HANRAHAN VICE PRESIDENT 4.00 36.00 X 0 137078 19306 ELIZABETH KETELTAS VICE PRESIDENT 1.00 39.00 X 0 117967 15065 0 2008651 246060 0 0 1 0 TBWBH PROPS & MEASURES 50 OSGOOD PLACE 4TH FLOOR SAN FRANCISCO CA 94133 ADVERTISING AND PHONE BANK 417230 1 126849 497514 624363 PROGRAM FEES 531390 5489 5489 5489 103 103 629955 5489 0 103 X 130483 130483 89775 75006 12687 2082 52050 43487 7356 1207 6842 6842 219049 219049 351364 351364 12146 96 12048 2 530 530 1470 1470 POLLING SERVICES/SURVEY 15000 15000 TAXES, FEES, LICENSES 6239 100 6139 MEMBERSHIP & OTHER DUES 1000 1000 152266 152266 1038214 844427 190496 3291 941425 0 342863 0 0 213310 0 0 0 0 0 2026 0 0 0 0 0 0 0 1499624 0 603162 0 218543 0 821705 0 X 176662 0 501257 0 677919 0 1499624 0 X -408259 -269660 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: THE TRUST FOR PUBLIC LAND ACTION FUND'S FINANCIAL STATEMENTS ARE PART OF THE CONSOLIDATED FINANCIAL STATEMENTS OF THE TRUST FOR PUBLIC LAND (TPL). THE FOLLOWING IS THE FOOTNOTE TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE TRUST FOR PUBLIC LAND IS A PUBLICLY SUPPORTED, TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR SECTION UNDER THE CALIFORNIA REVENUE AND TAXATION CODE. CONTRIBUTIONS TO TPL ARE DEDUCTIBLE AS ALLOWED UNDER SECTION 170(B)(1)(A)(VI) OF THE CODE. TPLAF IS CLASSIFIED AS A 501(C)(4) ORGANIZATION. CONTRIBUTIONS TO TPLAF ARE NOT TAX DEDUCTIBLE. MANAGEMENT EVALUATED THE TRUST FOR PUBLIC LAND'S TAX POSITIONS AND CONCLUDED THAT THE TRUST FOR PUBLIC LAND HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. 1 NY FUND FOR CONSERVATION INC 14 DONELLAN ROAD HAMPTON BAYS NY 11946 813530312 501(C)(4) 102000 0 CAMPAIGN CONTRIBUTIONS FRIENDS OF WINDSOR OPEN SPACE PO BOX 91 WINDSOR CO 80550 884104209 7500 0 CAMPAIGN CONTRIBUTION PROTECT NASSAU NOW OR NEVER PO BOX 16689 FERNANDINA BEACH FL 32035 920271238 10000 0 CAMPAIGN CONTRIBUTION 0 3 PART I, LINE 2: GRANTEES ADHERE TO MONITORING AND REPORTING REQUIREMENTS ASSOCIATED WITH GRANTS FROM THE TRUST FOR PUBLIC LAND ACTION FUND. 0 0 0 0 0 0 0 0 0 DIANE C REGAS DIRECTOR 0 520712 0 0 0 0 0 21350 0 9017 0 551079 0 0 JAMES H OBENDORF TREASURER 0 295600 0 0 0 0 0 18612 0 20124 0 334336 0 0 WILLIAM P LEE PRESIDENT OF TPLAF 0 237295 0 0 0 0 0 15568 0 29726 0 282589 0 0 KATHERINE M PANDORI ASSISTANT TREASURER 0 221439 0 0 0 0 0 12006 0 8611 0 242056 0 0 PEGGY CHIU-REIDY SECRETARY 0 156586 0 10500 0 0 0 9959 0 27401 0 204446 0 0 WILLIAM W ABBERGER VICE PRESIDENT 0 166172 0 0 0 0 0 10082 0 10040 0 186294 0 0 DAVID WEINSTEIN VICE PRESIDENT 0 145302 0 0 0 0 0 9723 0 9470 0 164495 0 0 PEGEEN HANRAHAN VICE PRESIDENT 0 137078 0 0 0 0 0 9176 0 10130 0 156384 0 0 SCHEDULE J, PART I, LINE 3 THE TRUST FOR PUBLIC LAND, THE RELATED ORGANIZATION, USED INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR. CASH 2023-06-29 282918 237222333 THE TRUST FOR PUBLIC LAND 23 GEARY STREET SUITE 1000 SAN FRANCISCO CA 94108 501(C)(3) CASH 2023-06-16 302922 042261109 THIRD SECTOR NEW ENGLAND INC 89 SOUTH STREET BOSTON MA 02111 501(C)(3) 0 0 0 0 1 1 1 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 WAS PREPARED BY THE TRUST FOR PUBLIC LAND ACTION FUND'S (TPLAF'S) ACCOUNTING FIRM FOR REVIEW BY THE ORGANIZATION'S TREASURER, CONTROLLER, AND GENERAL COUNSEL. AFTER THIS INITIAL ROUND OF REVIEW, THE REVISED DRAFT WAS FORWARDED TO THE TRUST FOR PUBLIC LAND'S AUDIT COMMITTEE FOR REVIEW. AFTER THIS ROUND OF REVIEW AND REVISION, THE FINAL DOCUMENT WAS FORWARDED TO THE FULL BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A COMPREHENSIVE AND CLEAR WRITTEN CONFLICT OF INTEREST POLICY THAT REQUIRES POTENTIAL CONFLICTS OF INTEREST TO BE BROUGHT TO THE ATTENTION OF THE PRESIDENT, AND, IF NECESSARY, TO BE REVIEWED BY THE BOARD OF DIRECTORS OR AN INTERNAL COMMITTEE. THE POLICY PROVIDES DETAIL AS TO THE PROCEDURE TAKEN FOR POTENTIAL CONFLICTS OF INTEREST, REVIEW BY THE BOARD OF DIRECTORS, RECORDS OF PROCEEDINGS, SIGNED STATEMENTS OF AFFIRMATION, VIOLATIONS, ANNUAL REVIEW, AND LEGAL STANDARDS. THIS POLICY IS PROVIDED TO ALL STAFF AND DIRECTORS AND REVIEWED ANNUALLY BOTH IN WRITING AND ORALLY BY GENERAL COUNSEL. EACH DIRECTOR AND STAFF MEMBER IS REQUIRED TO SIGN AND SUBMIT AN AFFIRMATION OF RECEIPT AND COMPLIANCE TO THE CONFLICT OF INTEREST POLICY, AND THESE SIGNED AFFIRMATIONS ARE FILED WITH THE MINUTES OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE TRUST FOR PUBLIC LAND PAYS THE SALARIES OF THE ORGANIZATION'S OFFICERS. AT THE TRUST FOR PUBLIC LAND, BENEFITS ARE FURNISHED BASED UPON ESTABLISHED POLICY AND ARE STANDARD FOR ALL EMPLOYEES. COMPENSATION IS BASED UPON POSITION RANGES UPDATED ANNUALLY WITH MARKET DATA. FORM 990, PART VI, SECTION C, LINE 19 ANNUAL AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE TRUST FOR PUBLIC LAND WEBSITE (WWW.TPL.ORG). ARTICLES OF INCORPORATION ARE AVAILABLE ON THE CALIFORNIA SECRETARY OF STATE WEBSITE. FINANCIAL STATEMENTS AND ARTICLES OF INCORPORATION ARE ALSO MADE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART VII, SECTION A, COLUMN B, HOURS DEVOTED TO RELATED ORG: ALL OFFICERS AND BOARD MEMBER ARE EMPLOYEES OF THE TRUST FOR PUBLIC LAND AND DEVOTE THE MAJORITY OF THEIR TIME THERE. BOARD MEMBERS STEPHEN BAIRD, PAGE KNUDSEN COWLES, CAROLINE NIEMCZYK, WHITNEY HATCH, AND THOMAS REEVE ALSO SERVE ON THE BOARD OF THE TRUST FOR PUBLIC LAND. FORM 990, PART IX, LINE 11G OTHER PROF FEES: PROGRAM SERVICE EXPENSES 351,364. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 351,364. FORM 990, PART XI, LINE 9: ASSETS DISTRIBUTED TO TRUST FOR PUBLIC LAND UPON DISSOLUTION -269,660. THE TRUST FOR PUBLIC LAND 23 GEARY STREET SUITE 1000 SAN FRANCISCO CA 94108 237222333 NONPROFIT CREATED TO PRESERVE OPEN SPACE CA 501(C)(3) LINE 7 N/A 0 CHARITABLE REMAINDER TRUSTS (32) INVESTMENTS CA THE TRUST FOR PUBLIC LAND T 0 POOLED INCOME FUND (3) INVESTMENTS CA THE TRUST FOR PUBLIC LAND T 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0