2024-04-08T22:21:46-07:00 2023-12-31 990 2023-01-01 262460667 MARIN OPEN SPACE TRUST MARI 4158842270 PO BOX 4133 SAN RAFAEL CA 94913 ANN THOMAS Treasurer 4159249559 2024-04-08 ANN THOMAS 999009999 1 1 11 0 AAL2 2023 2023-04-26 12:10:37Z MOST William Long 88 Bonnie Brae Drive Novato CA 94949 393742 0 X www.marinopenspacetrust.org X 2008 CA Raise funds to acquire, restore, and protect open space and park lands in Marin County, California, and negotiate acquisitions of lands and conservation easements 6 6 0 0 0 0 1237145 333922 0 0 12 7136 0 52684 1237157 393742 0 0 0 0 0 0 1500 0 0 221532 862036 223032 862036 1014125 -468294 1228103 765250 0 3951 1228103 761299 Raise funds to acquire, restore, and protect open space and park lands in Marin County, California, and negotiate acquisitions of lands and conservation easements 0 0 773926 0 0 Completed purchase of Bald Hill Summit, a 58.31 acre hilltop parcel in Ross, California, contiguous with the existing Bald Hill Open Space Preserve which is held by the County of Marin. The County and communities of Ross and San Anselmo, California also participated in the purchase. The property has been a priority for open space acquisition by the County and the neighboring communities for about four decades. 19828 0 0 Continued fundraising toward acquisition of a 9.6 acre upslope parcel in San Anselmo, California that is contiguous with the existing 22 acre San Anselmo Hawthorne Canyon Open Space Preserve. If acquired, the parcel would become part of the preserve. 54395 0 0 Initiated an effort to purchase 100 acres of undeveloped land in Fairfax, California that the Town of Fairfax wants to preserve as open space and for public recreation. A 10 year effort to develop the property had failed, with the property going on the open market in 2023. The property has steep hillsides and major expanses of oak and bay woodland, and has historic trails that link with an existing public trail network. 4432 0 0 Continued to monitor three conservation easements and had some office expenses 4432 0 0 852581 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X Ann Thomas 4159249559 PO BOX 4133 SAN RAFAEL CA 94913 X William Long Chair 12 0 X X 0 0 0 Ann Thomas Secretary-Treasurer 6 0 X X 0 0 0 Steve Petterle Director 1 1 X 0 0 0 Joyce Applen Director 1 0 X 0 0 0 Jonathan Braun Director 25 0 X 0 0 0 Don Dickenson Director 4 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 100000 233922 351 333922 0 7136 7136 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Title fee was returned 531390 1849 1849 0 0 Escrow payment ws returned when purchase failed 531390 45000 45000 0 0 Property tax was refunded 531390 5835 5835 0 0 0 0 0 0 52684 393742 59820 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4500 0 4500 0 34064 33929 135 0 0 0 0 0 0 0 0 0 0 0 0 0 35800 35800 0 0 10658 10235 423 0 3410 902 2508 0 110 0 110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1270 1270 0 0 0 0 0 0 2157 378 1779 0 Completed purchase Bald Hill 710000 710000 0 0 Escrow, 2 open space properties 60000 60000 0 0 Title fees for acquisitions 67 67 0 0 0 0 0 0 862036 852581 9455 0 1220262 264481 7841 496818 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3951 1228103 765250 0 3951 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3951 X 1228103 663765 0 97534 1228103 761299 1228103 765250 X -468294 1841 0 0 0 -351 X 0 0 0 X 28611 41284 63778 1237420 333571 1704664 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 28611 41284 63778 1237420 333571 1704664 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1704664 19 1 0 22 7136 7178 0 0 0 0 0 0 19 1 0 22 7136 7178 0 0 0 0 0 0 0 0 0 275 52684 52959 28630 41285 63778 1237717 393391 1764801 0.96592 0 0.00407 0 X Schedule A, Part III, Line 12 Return of escrow for project that failed 45,000. Title fee return 1849. Parcel taxes refunded 5835 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 3 143 0 0 0 1 1 30.00 2466 1 Schedule D, Part II, Line 5 Schedule D, Part II, line 5. Marin Open Space Trust has adopted policies including many that are based on Land Trust Alliance recommendations. Policies regard monitoring and inspection, baseline preparation, maintaining stewardship records, amendments and procedures to amend, enforcement, stewardship funding, and hazardous materials. Schedule D, Part II, Line 9 Schedule D, Part II, Line 9. Expenses for monitoring and enforcing conservation easements are recorded along with all other expenses. Expenses for two easements are paid from the organization's operating account. The third easement was purchased with funding from the State of California, and separate accounting for this easement is a requirement of the grant, so a separate bank account is maintained for this easement. Marin Open Space Trust places no value on these easements as they have no associated value. This is based on the purpose of the easements to preserve and protect conservation values of the properties as wildlife habitat and open space, and to prevent uses that would negate these conservation values. Form 990, Part VI, Section B, Line 11b The draft 990 tax returns are provided to all board members for two weeks for their review, prior to submitting to the IRS Form 990, Part VI, Section B, Line 12c Board members would report any conflict to the board when an issue is before the board for action, but there have not been any incidents of this nature Form 990, Part VI, Section C, Line 19 All policies or governing documents are available to members of the public on request. Form 990, Part IX, Line 11g Geotechnical surveys and reports $12035 Trail repair on open space lands 17879 Monitoring for three conservation easements $2465.80 Property appraisal $2000 conservation realty broker 1420 Form 990, Part XI, Line 9 1507 was entered in the 2022 return as an expense and also as a liability. It was an account payable and should not have been included as an expense for 2022, but was paid in 2023 351 was a non cash contribution for facility use and snacks Schedule B, Part I Marin Open Space Trust also received one $5000 donation that was given anonymously; and one $5000 donation for which there is a name but no contact information.