Marin Open Space Trust: FY2022 Nonprofit Profile & Form 990 (EIN 26-2460667)

Opened escrows and continued negotiations for purchase for three open space properties expected to close in 2023. 1. a 58 acre hilltop in Ross, California on the border with San Anselmo, California which has been on Marin County's priority list for open space acquisition for many years and which came on the market in 2020. 2.

$198Kprogram expense

02

Supported passage of Marin County Measure A on the June 2022 ballot. Renewal of this one quarter cent tax on retail transactions was to fund conservation and protection of biodiversity, wildland fire fuel reduction and vegetation management, and deferred maintenance in parks, roads, and trails in Marin County open space preserves.

$10Kprogram expense

03

Concluded purchase of a conservation easement for 135 acres of former commercial property in Marin County's San Geronimo Valley, a project that Marin Open Space Trust has had in the works for three years.

$4Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record

Grants received · FY2024

Fidelity Investments Charitable Gift FundFY2024$1.0M

Doris D and C Allen Wall Family FoundationFY2024$120K

Network for Good INCFY2024$58K

Donor Advised Charitable Giving INCFY2024$11K

Harrison FoundationFY2024$10K

American Online Giving Foundation INCFY2024$6K

National Philanthropic TrustFY2024$6K

Marin Community FoundationFY2024$6K

Total grants receivedfrom 11 funders$1.2M

See all 11 funders →

By the numbers

The FY2022 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$1.2M

Ln 12

Gifts and grantsLn 1h$1.2M

Other incomeLn 4–11$275

Investment incomeLn 3$12

Money outPt IX

$223K

Ln 25

Programscol B$217K

Managementcol C$5K

Fundraisingcol D$2K

Owns and owesPt X

$1.2M

net assets · Ln 32

Cash and savingsLn 1–2$1.2M

Total assetsLn 16$1.2M

LiabilitiesLn 26$2K

PeoplePt VI, VII

9

listed · VII A

PaidVII A0

Voting boardVI 1a9

IndependentVI 1b9

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$1.2M

Government grantsLn 1e$0

Noncash giftsLn 1g$0

Fundraising eventsLn 1c$0

Investment incomeLn 3$12

Other incomeLn 4–11$275

Total revenueLn 12$1.2M

Assets in detailPt X, end of year

CashLn 1$1.2M

SavingsLn 2$8K

Cash and savings togetherLn 1–2$1.2M

InvestmentsLn 11–13$0

Other assetsLn 15$0

Total assetsLn 16$1.2M

LiabilitiesLn 26$2K

Net assetsLn 32$1.2M

OperationsPt I, VI

EmployeesI 50

VolunteersI 67

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY22	End FY22
Cash and savingsLn 1–2	$212K	$1.2M
InvestmentsLn 11–13	$0	$0
Total assetsLn 16	$212K	$1.2M
LiabilitiesLn 26	$0	$2K
Net assetsLn 32	$212K	$1.2M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$0	$0
Grants to domestic individualsLn 2	$0	$0
Grants and assistance to foreign recipientsLn 3	$0	$0
Benefits paid to or for membersLn 4	$0	$0
Pay of current officers, directors and key staffLn 5	$0	$0	$0	$0
Pay of disqualified personsLn 6	$0	$0	$0
Other salaries and wagesLn 7	$0	$0	$0	$0
Pension plan contributionsLn 8	$0	$0	$0	$0
Other employee benefitsLn 9	$0	$0	$0	$0
Payroll taxesLn 10	$0	$0	$0	$0
Management feesLn 11a	$0	$0	$0	$0
Legal feesLn 11b	$42K	$42K	$0	$0
Accounting feesLn 11c	$0	$0	$0	$0
Lobbying feesLn 11d	$10K	$10K	$0	$0
Professional fundraising feesLn 11e	$2K			$2K
Investment management feesLn 11f	$0	$0	$0	$0
Other fees for servicesLn 11g	$8K	$8K	$0	$0
Advertising and promotionLn 12	$4K	$3K	$234	$0
Office expensesLn 13	$3K	$0	$3K	$0
Information technologyLn 14	$242	$0	$242	$0
Payments to affiliatesLn 21	$668	$668
InsuranceLn 23	$2K	$577	$2K
Other expenses (24a–d)Ln 24	$152K	$152K	$0	$0
All other expensesLn 24e	$0	$0	$0	$0
Total functional expensesLn 25	$223K	$217K	$5K	$2K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$128K	$87K	$41K	$687K	990 PDF
FY2024	$1.4M	$1.6M	−$115K	$646K	990 PDF
FY2023	$394K	$862K	−$468K	$761K	990 PDF
FY2022 Viewing	$1.2M	$223K	$1.0M	$1.2M	990 PDF
FY2021	$64K	$52K	$12K	$212K	990 PDF
FY2020	$41K	$25K	$16K	$200K	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2022 990 (6 parts)

Part I · Summary $1,237,432 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $63,778$1,237,145

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $0$12

I-11 Other revenuePrior year $0$275

I-12 Total revenuePrior year $63,778$1,237,432

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$1,500

I-17 Other expensesPrior year $51,767$221,532

I-18 Total expensesPrior year $51,767$223,032

I-19 Revenue less expensesPrior year $12,011$1,014,400

Part VI · Governance 9 of 9 board members independent, 2 to look at

VI-1a Voting members of the governing body9

VI-1b Independent voting members9

VI-2 Family or business relationship among officers or directorsYes

VI-15a Process for setting top official's payNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $1,237,432 across 11 lines filed

Lines not itemized here account for $275 of total revenue; see the IRS return.

VIII-1a Federated campaigns$0

VIII-1b Membership dues$0

VIII-1c Fundraising events$0

VIII-1d Related organizations$0

VIII-1e Government grants$0

VIII-1f All other contributions, gifts and grants$1,237,145

VIII-1g Noncash contributions (included above)$0

VIII-1h Total contributions, gifts and grants$1,237,145

VIII-3 Investment incomeRelated to mission $12 · Unrelated business $0 · Excluded from tax $0$12

VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0

VIII-12 Total revenueRelated to mission $287 · Unrelated business $0 · Excluded from tax $0$1,237,432

Part IX · Statement of functional expenses $223,032 across 24 lines filed

IX-1 Grants to domestic organizationsPrograms $0$0

IX-2 Grants to domestic individualsPrograms $0$0

IX-3 Grants and assistance to foreign recipientsPrograms $0$0

IX-4 Benefits paid to or for membersPrograms $0$0

IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $0 · Fundraising $0$0

IX-6 Pay of disqualified personsPrograms $0 · Management $0$0

IX-7 Other salaries and wagesPrograms $0 · Management $0 · Fundraising $0$0

IX-8 Pension plan contributionsPrograms $0 · Management $0 · Fundraising $0$0

IX-9 Other employee benefitsPrograms $0 · Management $0 · Fundraising $0$0

IX-10 Payroll taxesPrograms $0 · Management $0 · Fundraising $0$0

IX-11a Management feesPrograms $0 · Management $0 · Fundraising $0$0

IX-11b Legal feesPrograms $41,746 · Management $0 · Fundraising $0$41,746

IX-11c Accounting feesPrograms $0 · Management $0 · Fundraising $0$0

IX-11d Lobbying feesPrograms $10,000 · Management $0 · Fundraising $0$10,000

IX-11e Professional fundraising feesFundraising $1,500$1,500

IX-11f Investment management feesPrograms $0 · Management $0 · Fundraising $0$0

IX-11g Other fees for servicesPrograms $7,920 · Management $0 · Fundraising $0$7,920

IX-12 Advertising and promotionPrograms $3,452 · Management $234 · Fundraising $0$3,686

IX-13 Office expensesPrograms $0 · Management $2,682 · Fundraising $0$2,682

IX-14 Information technologyPrograms $0 · Management $242 · Fundraising $0$242

IX-21 Payments to affiliatesPrograms $668$668

IX-23 InsurancePrograms $577 · Management $1,628$2,205

IX-24 Other expenses (24a–d)Programs $152,383 · Management $0 · Fundraising $0$152,383

IX-24e All other expensesPrograms $0 · Management $0 · Fundraising $0$0

IX-25 Total functional expensesPrograms $216,746 · Management $4,786 · Fundraising $1,500$223,032

Part X · Balance sheet $1,228,103 assets, 22 lines filed

X-1 Cash, non-interest-bearingStart of year $204,367$1,220,262

X-2 Savings and temporary cash investmentsStart of year $7,829$7,841

X-3 Pledges and grants receivableStart of year $0$0

X-4 Accounts receivableStart of year $0$0

X-8 Inventories for sale or useStart of year $0$0

X-9 Prepaid expenses and deferred chargesStart of year $0$0

X-11 Publicly traded securitiesStart of year $0$0

X-12 Other securitiesStart of year $0$0

X-13 Program-related investmentsStart of year $0$0

X-14 Intangible assetsStart of year $0$0

X-15 Other assetsStart of year $0$0

X-16 Total assetsStart of year $212,196$1,228,103

X-17 Accounts payable and accrued expensesStart of year $0$1,507

X-18 Grants payableStart of year $0$0

X-19 Deferred revenueStart of year $0$0

X-20 Tax-exempt bond liabilitiesStart of year $0$0

X-24 Unsecured notes and loans payableStart of year $0$0

X-26 Total liabilitiesStart of year $0$1,507

X-27 Net assets without donor restrictionsStart of year $212,196$1,226,596

X-28 Net assets with donor restrictionsStart of year $0$0

X-32 Total net assets or fund balancesStart of year $212,196$1,226,596

X-33 Total liabilities and net assetsStart of year $212,196$1,228,103

Part XI · Reconciliation of net assets $1,226,596 net assets at year end

XI-1 Total revenue$1,237,432

XI-2 Total expenses$223,032

XI-3 Revenue less expenses$1,014,400

XI-4 Net assets at start of year$212,196

XI-5 Net unrealized gains (losses) on investments$0

XI-6 Donated services and use of facilities$0

XI-7 Investment expenses$0

XI-8 Prior period adjustments$0

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$1,226,596

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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Marin Open Space Trust FY2022 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Marin Open Space Trust