2024-07-15T13:55:55-05:00 2023-08-31 760689865 ABIP PC 7330 SAN PEDRO AVE SUITE 901 SAN ANTONIO TX 78216 990 2022-09-01 731628865 GUADALUPE-BLANCO RIVER TRUST GUAD 8303795822 933 EAST COURT STREET SEGUIN TX 78155 TYLER SANDERSON EXECUTIVE DIRECTOR 8303795822 2024-07-15 1 TYLER SANDERSON 999009999 0 N ARI BERLIN CPA P00665358 2103412581 2024-07-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DOUGLAS DILLOW 933 EAST COURT STREET SEGUIN TX 78155 569889 0 X WWW.GBRTX.ORG X 2001 TX THE MISSION OF THE GUADALUPE-BLANCO RIVER TRUST IS TO PRESERVE THE UNIQUE NATURAL HERITAGE OF THE GUADALUPE WATERSHED FOR FUTURE GENERATIONS BY PROTECTING OPEN LANDSCAPES, WORKING FARMS AND RANCHES, AND WILDLIFE HABITAT THROUGH CONSERVATION EASEMENTS, EDUCATION, AND OUTREACH THAT CONNECTS PEOPLE TO THE WATER AND THE LAND. 10 10 2 10 0 0 337002 435339 0 0 9449 31681 0 0 346451 467020 0 0 0 0 198562 202317 0 0 0 99871 279377 298433 481694 48018 -14674 4538629 4626303 9855 49362 4528774 4576941 X THE MISSION OF THE GUADALUPE-BLANCO RIVER TRUST IS TO PRESERVE THE UNIQUE NATURAL HERITAGE OF THE GUADALUPE WATERSHED FOR FUTURE GENERATIONS BY PROTECTING OPEN LANDSCAPES, WORKING FARMS AND RANCHES, AND WILDLIFE HABITAT THROUGH CONVERSATION EASEMENTS, EDUCATION, AND OUTREACH THAT CONNECTS PEOPLE TO THE WATER AND THE LAND. 0 0 201587 WETLAND ENHANCEMENT AND INFRASTRUCTURE IMPROVEMENT PLAN FOR THE WHITMIRE UNIT OF THE ARANSAS NATIONAL WILDLIFE REFUGE RESULTED IN THE ENHANCEMENT OF 176 ACRES OF WETLANDS THROUGH THE REPLACEMENT OF TWO OLDER WATER CONTROL STRUCTURES AS WELL AS THE ENGINEERING NECESSARY TO DEVELOP WATER MANAGEMENT AND INFRASTRUCTURE IMPROVEMENT PLAN FOR AN ADDITIONAL 230 ACRES OF WETLANDS 92209 THE TRUST PURSUES CONSERVATION EASEMENTS TO PRESERVE NATURAL RESOURCES, ASSURE THAT LAND REMAINS IN AGRICULTURE PRODUCTION, AND TO PASS UNDEVELOPED LAND TO FUTURE GENERATIONS 128207 EDUCATION PROGRAMS ARE CONDUCTED FOR LAND OWNERS AND FOR THE PUBLIC TO PROMOTE CONSERVATION MEASURES FOR THE LAND IN THE GUADALUPE RIVER BASIN USING PUBLICATIONS AND CONFERENCES TO FURTHER THIS GOAL 422003 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 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 1 3 0 1 2 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 X DOUGLAS DILLOW 8305603981 933 EAST COURT STREET SEGUIN TX 78155 X WILLIAM A BLACKWELL PRESIDENT 2.00 X X 0 0 0 OSCAR H FOGLE VICE PRESIDENT 1.00 X X 0 0 0 DENIS R MUELLER SECRETARY/TREASURER 2.00 X X 0 0 0 RONNIE LUSTER TRUSTEE 1.00 X 0 0 0 JOHN P SCHNEIDER JR TRUSTEE 1.00 X 0 0 0 MAGGIE SNOW TRUSTEE 1.00 X 0 0 0 WILFRED KORTH TRUSTEE 1.00 X 0 0 0 DIANE MCMAHON TRUSTEE 1.00 X 0 0 0 DR STEPHEN WILSON TRUSTEE 1.00 X 0 0 0 WILLIAM E WEST TRUSTEE 1.00 X 0 0 0 TYLER SANDERSON EXECUTIVE DIRECTOR 40.00 X 100058 0 0 100058 0 0 1 0 0 0 0 229000 206339 17600 435339 15475 15475 119075 102869 16206 16206 16206 467020 0 0 31681 100058 90052 10006 68080 61272 6808 5020 4518 502 18000 16200 1800 11159 10043 1116 10553 10553 7549 7549 3817 3817 2548 2548 5702 5132 570 6244 6244 10116 10116 EDUCATIONAL PROGRAMS 128207 128207 CONSERVATION EASEMENT 92209 92209 ADMIN & GENERAL 6977 6977 DUES & MEMBERSHIPS 3820 3820 1635 1635 481694 422003 59691 0 437559 529933 58590 59179 2935 1215 3316162 0 3316162 3316162 723383 719814 4538629 4626303 9855 49362 9855 49362 X 4413398 4399288 115376 177653 4528774 4576941 4538629 4626303 -14674 62841 0 X 0 1 X 1 0 X 310217 346640 268016 337002 435339 1697214 310217 346640 268016 337002 435339 1697214 1697214 7961 10468 17113 11594 15475 62611 1759825 59595 0.96440 0.97000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 16 9968.00 0 0 1 1 35.00 2000 0 3309662 3309662 6500 6500 3316162 X 529861 62841 62841 467020 0 467020 481694 0 481694 0 481694 PART II, LINE 5: CONSERVATION EASEMENT ENFORCEMENT POLICY THE GUADALUPE-BLANCO RIVER TRUST (TRUST) MUST ENFORCE THE TERMS OF ITS CONSERVATION EASEMENTS IN ORDER TO PROTECT THE CONSERVATION VALUES OF THE LAND AND WATER RESOURCE TO ENSURE THE DONOR AND THE PUBLIC'S CONFIDENCE IN THE TRUST'S MISSION OF CONSERVATION IN PERPETUITY. FAILURE TO UPHOLD THE TERMS OF THE CONSERVATION EASEMENTS IT ACCEPTS COULD THREATEN THE TRUST'S LEGAL AUTHORITY, ITS ABILITY TO ACCEPT FUTURE DONATIONS OF EASEMENTS AND ITS TAX-EXEMPT STATUS. THE TRUST ACTIVELY SEEKS TO AVOID POTENTIAL EASEMENT VIOLATIONS THROUGH A VARIETY OF PREVENTIVE ACTIONS. IT ALSO IS PREPARED TO ADDRESS POTENTIAL VIOLATIONS AND HAS PROCEDURES FOR WHEN VIOLATIONS OCCUR. THE TRUST ACKNOWLEDGES THAT IT MUST ADDRESS ALL EASEMENT VIOLATIONS IN PARTNERSHIP WITH ITS EASEMENT LANDOWNERS. PREVENTING VIOLATIONS IN ITS GENERAL OPERATIONS, THE TRUST TAKES A NUMBER OF STEPS TO MAINTAIN GOOD LANDOWNER COMMUNICATIONS AND AVOID POTENTIAL VIOLATIONS; THE TRUST SCHEDULES ANNUAL MONITORING VISITS TO THE PROTECTED PROPERTY, PREFERABLY WITH THE EASEMENT DONOR OR CURRENT LANDOWNER. THE TRUST USES THE MONITORING VISIT AS AN OPPORTUNITY TO REMIND THE LANDOWNER OF THE RESTRICTIONS ON THE PROPERTY, PARTICULARLY THE REQUIREMENTS FOR NOTIFICATION OF THE TRUST BEFORE THE EXERCISE OF RESERVED RIGHTS, SUCH AS CLEARING FOR A HOUSE SITE. THE TRUST WILL PROVIDE EDUCATIONAL OPPORTUNITIES THROUGH WRITTEN MATERIALS, WORKSHOPS AND PRESENTATIONS FOR LANDOWNERS IN THE GUADALUPE RIVER TRUST'S GEOGRAPHIC AREA. THE TRUST WILL MAKE CONSISTENT AND REGULAR STEPS TO EDUCATE LOCAL ATTORNEYS, REALTORS, TITLE COMPANIES, COUNTY PLANNING OFFICIALS ABOUT CONSERVATION EASEMENTS ON SPECIFIC PROPERTIES IN THEIR COUNTY. WHEN A PROPERTY UNDER CONSERVATION EASEMENT IS LISTED FOR SALE, TRUST STAFF WILL WORK TO MEET WITH THE LISTING REAL ESTATE AGENT, ANY SERIOUS POTENTIAL BUYERS AND THE BUYER'S REAL ESTATE AGENT, TO EXPLAIN THE RESTRICTIONS ON THE PROPERTY AND THE TERMS OF THE EASEMENT. WHEN A PROPERTY UNDER CONSERVATION EASEMENT MOVES INTO THE HANDS OF THE NEXT GENERATION, MEET WITH THE HEIRS OF THE EASEMENT DONOR OR CURRENT LANDOWNER TO EXPLAIN THE RESTRICTIONS ON THE PROPERTY AND THE TERMS OF THE EASEMENT. THE TRUST WILL MAINTAIN A PUBLIC OUTREACH PROGRAM AND BUILD COMMUNITY SUPPORT FOR THE TRUST'S RESPONSIBILITY TO ENFORCE EASEMENT TERMS AND PROTECT CONSERVATION VALUES. PREPARING FOR VIOLATIONS THE TRUST PREPARES TO ADDRESS EASEMENT VIOLATIONS BY THE FOLLOWING ACTIONS: - MAINTAIN A STEWARDSHIP FUND RESTRICTED TO EASEMENT ENFORCEMENT AND, IN TOUGH FINANCIAL TIMES, EASEMENT MONITORING. - THE TRUST WILL REQUEST EASEMENT DONORS TO CONTRIBUTE TO THE FUND OR SEEK OUTSIDE SOURCES TO ENDOW AN EASEMENT. - THE TRUST WILL MAINTAIN EXTENSIVE STEWARDSHIP RECORDS INCLUDING THE BASELINE DOCUMENTATION REPORT, ANNUAL MONITORING REPORTS THAT PROVIDE A CLEAR REPORT OF THE CONSERVATION VALUES ON THE PROPERTY THAT CAN BE USED IN THE EVENT OF A VIOLATION. - WORK WITH EASEMENT LANDOWNERS TO ESTABLISH A SYSTEM FOR EVALUATING THE PROS AND CONS OF USING ARBITRATION OR MEDIATION AND/OR PROCEEDING TO COURT, AS WELL AS THE POTENTIAL PITFALLS OF PERMITTING SETTLEMENTS (WHICH CAN GIVE THE IMPRESSION THAT LANDOWNERS CAN "BUY" THEIR WAY OUT OF EASEMENT TERMS). - PREPARE STAFF AND BOARD MEMBERS FOR DISCOVERY OF A VIOLATION, INCLUDING WHAT TO SAY TO THE LANDOWNER AND HOW TO DOCUMENT THE VIOLATION. - RETAIN THE SERVICES OF A LITIGATION ATTORNEY EXPERIENCED IN REAL ESTATE LAW AND CONSERVATION EASEMENTS FOR IMMEDIATE ASSISTANCE IN THE EVENT OF A VIOLATION. ADDRESSING EASEMENT VIOLATIONS TRUST STAFF MAY DISCOVER AN EASEMENT VIOLATION ON A MONITORING VISIT, THROUGH A NEIGHBOR OR OTHER INTERESTED PARTY, OR DURING INFORMAL OBSERVATION. THE VIOLATION MAY HAVE BEEN CAUSED BY THE LANDOWNER, AN ADJACENT PROPERTY OWNER OR A TRESPASSER. THE TRUST CANNOT ASSUME THAT THE LANDOWNER IS THE RESPONSIBLE PARTY. THE TRUST'S FIRST RESPONSE WILL BE TO CONTACT THE LANDOWNER TO DISCUSS THE SITUATION AND TO THOROUGHLY DOCUMENT THE VIOLATION. IF THE TRUST STAFF DETERMINES THAT RESTRICTIONS IMPOSED BY AN EASEMENT HAVE BEEN VIOLATED, THE BOARD OF TRUSTEES MUST BE NOTIFIED. THE BOARD PRESIDENT WILL DESIGNATE AN EASEMENT VIOLATION COMMITTEE, CONSISTING OF ONE TO THREE MEMBERS OF THE BOARD, THE DIRECTOR AND OR STAFF TO ADDRESS THE POTENTIAL VIOLATION. THE NATURE OF THE ACTION DEPENDS ON MANY CIRCUMSTANCES, INCLUDING THE EXTENT AND WILLFULNESS OF THE VIOLATION, THE WILLINGNESS OF THE LANDOWNER TO RESOLVE THE MATTER AMICABLY, THE CERTAINTY THAT A VIOLATION HAS OCCURRED AND THE QUALITY OF THE EVIDENCE OF THE VIOLATION. RELATIVELY MINOR VIOLATIONS, MAY BE ADDRESSED IN A WRITTEN MONITORING REPORT THAT INCLUDES A REQUEST FOR A PLANNED RESPONSE OR REMEDIATION FROM THE LANDOWNER. SERIOUS VIOLATIONS SUCH AS PROHIBITED CONSTRUCTION OR SUBDIVISION REQUIRES A SWIFT AND DEFINITIVE RESPONSE. THE EASEMENT VIOLATION COMMITTEE MUST DETERMINE WHETHER THE VIOLATION IS ONGOING, REQUIRING A CEASE AND DESIST ORDER OR A RESTORE ORDER, AND WHAT RESTORATION STEPS ARE NEEDED. DETERMINE IF THE VIOLATION IS REVERSIBLE, REQUIRING REVIEW AND ANALYSIS OF RESTORATION REQUIRED. IF THE VIOLATION IS IRREVERSIBLE, REQUIRING COMPENSATION OR RECLAMATION AS RESTORATION IS NOT POSSIBLE STAFF WILL PROVIDE MAPS, PHOTOGRAPHS AND THE EASEMENT DOCUMENT TO ASSIST THE EASEMENT VIOLATION COMMITTEE IN PREPARING ITS COURSE OF ACTION. THE EASEMENT VIOLATION COMMITTEE WILL THEN FOLLOW THESE STEPS: LANDOWNER CONTACT - A MEMBER OF THE EASEMENT VIOLATION COMMITTEE WILL BE APPOINTED AS THE LEAD CONTACT FOR THE LANDOWNER. - THE MAIN CONTACT WILL CALL THE LANDOWNER BY TELEPHONE, EXPLAIN THE SITUATION AND THE LAND TRUST'S POLICY ON EASEMENT VIOLATIONS. - THE LEAD CONTACT WILL REQUEST CORRECTION OF THE VIOLATION, REPLACEMENT AND OR CESSATION OF THE ACTIVITY, AND A DEADLINE FOR COMPLIANCE. - THE CALL WILL BE FOLLOWED BY A LETTER, SIGNED BY THE BOARD PRESIDENT, REITERATING THE EXPLANATION AND REQUEST AND THE NEED FOR COMPLIANCE AND FURTHER INSPECTION. - THE EASEMENT VIOLATION COMMITTEE WILL KEEP THE BOARD OF TRUSTEES UP TO DATE ON THE SITUATION. INSPECTION - THE EASEMENT VIOLATION COMMITTEE WILL INSPECT THE PROPERTY BY THE DEADLINE DATE FOR COMPLIANCE. - IF THE MATTER ENDS WITH PROMPT COMPLIANCE, THE BOARD PRESIDENT WILL SEND A WRITTEN ACKNOWLEDGEMENT TO THE LANDOWNER AND THANK THE LANDOWNER FOR A QUICK RESPONSE. - IF THE LANDOWNER DOES NOT COMPLY BY THE SET DATE, THE BOARD PRESIDENT SHALL SEND A SECOND LETTER CITING THE TRUST'S VESTED INTEREST IN CONSERVATION OF THE PROPERTY, RESTATING THE REQUIRED CORRECTIONS, AND ESTABLISHING A SHORTER DEADLINE DATE. THIS LETTER WILL BE COPIED TO THE TRUST'S ATTORNEY. THE BOARD OF TRUSTEES WILL BE KEPT INFORMED. - THE EASEMENT VIOLATION COMMITTEE SHALL INSPECT THE PROPERTY ON THE SECOND DEADLINE DATE. - IF THE LANDOWNER COMPLIES WITH THE REQUIRED CORRECTION, THE BOARD PRESIDENT WILL SEND A WRITTEN ACKNOWLEDGEMENT TO THE LANDOWNER WITH THANKS. - IF THE LANDOWNER DOES NOT COMPLY BY THE SECOND DEADLINE DATE, THE EASEMENT VIOLATION COMMITTEE WILL RE-EVALUATE THE SITUATION, CONSULT WITH ITS ATTORNEY, AND MAKE A RECOMMENDATION TO THE BOARD OF TRUSTEES FOR FURTHER ACTION. - THE BOARD OF TRUSTEES MUST APPROVE LEGAL ENFORCEMENT ACTIONS, SUCH AS A LETTER FROM THE TRUST ATTORNEY, A CEASE AND DESIST ORDER FROM THE COURT, ARBITRATION, MEDIATION, LITIGATION. OTHER GUIDING PRINCIPLES THE TRUST WILL MANAGE EASEMENT VIOLATIONS WITH THESE ADDITIONAL GUIDING PRINCIPLES. THE TRUST WILL: - ACT QUICKLY AND AVOID DELAYS IN ADDRESSING THE ISSUE. - DOCUMENT THE VIOLATION WITH PHOTOGRAPHS, VIDEO, MAPS, MEASUREMENTS, FIELD NOTES, COMPARISONS TO THE BASELINE AND RECENT MONITORING REPORT TO DEMONSTRATE CLEARLY THAT A VIOLATION HAS OCCURRED. - SCHEDULE A MEETING WITH THE LANDOWNER OR OTHER VIOLATOR IN PERSON AS SOON AS POSSIBLE. - KEEP WRITTEN NOTES OF ALL CONVERSATIONS WITH THE LANDOWNER, BY PHONE, IN PERSON AND DURING INSPECTIONS. - APPOINT ONE PERSON, THE BOARD PRESIDENT OR A MEMBER OF THE EASEMENT VIOLATION COMMITTEE, TO ACT AS A SPOKESPERSON AND MANAGE ANY PUBLIC INQUIRIES ABOUT THE CONFLICT. PART II, LINE 9: THE EASEMENTS ARE NOT RECORDED ON THE BALANCE SHEET, BUT ARE SHOWN IN THE FOOTNOTES. STEWARDSHIP FEES RECIEVED THAT ARE RELATED TO THE EASEMENTS ARE RECORDED AS INCOME ON THE STATE OF ACTIVITIES. MOST OF THE STEWARDSHIP FEES RECEIVED ARE THEN DONOR RESTRICTED IN OUR STEWARDSHIP ACCOUNT. EXPENSES RELATED TO THE EASEMENTS ARE RECORDED AS PROGRAM EXPENESES, ALSO ON THE STATEMENT OF ACTIVITIES. PART X, LINE 2: THE TRUST IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES. IN ADDITION, THE TRUST QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 509(A)(1) OF THE CODE. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE 990 IS SENT VIA EMAIL TO THE EXECUTIVE DIRECTOR WHO THEN FORWARDS TO EACH BOARD MEMBER FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN CONFLICT OF INTEREST STATEMENTS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A BOARD MEMBERS ARE INVOLVED IN ALL ASPECTS OF HIRING AND CONFER WITH INDEPENDENT SOURCES REGARDING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE PUBLIC MAY OBTAIN GOVERNING DOCUMENTS BY NOTIFYING THE ENTITY THAT MAINTAINS THE BOOKS NOTED IN SECTION C.