OPEN SPACE INSTITUTE LAND TRUST INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
OPEN SPACE INSTITUTE LAND TRUST INC (EIN 13-3028060)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-16
IRS object ID
202342899349302469
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-10-16T14:26:39-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN873707167PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ MARKS PANETH LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1685 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133028060EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OPEN SPACE INSTITUTE LAND TRUST INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOPENBusinessNameControlTxt
Phone2122908200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11350 BROADWAY 201AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100187799ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALICE GLEASONPersonNm
Person TitleCFOPersonTitleTxt
Phone2123564297PhoneNum
Signature2023-10-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstALICEPersonFirstNm
Person LastGLEASONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMAGDALENA CZERNIAWSKIPreparerPersonNm
PTINP00535099PTIN
Phone2125038800PhoneNum
Preparation2023-10-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerALICE GLEASONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11350 BROADWAY 201AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100187799ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$99,480,980GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://WWW.OPENSPACEINSTITUTE.ORG/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1980FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionA SUPPORTING ORGANIZATION OF THE OPEN SPACE INSTITUTE, INC. THAT PROTECTS AND CONSERVES LAND.ActivityOrMissionDesc
Voting Members Governing Body24VotingMembersGoverningBodyCnt
Voting Members Independent24VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers27TotalVolunteersCnt
Total Gross UBI$345,823TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$255,139NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$22,312,753PYContributionsGrantsAmt
CY Contributions Grants$28,710,013CYContributionsGrantsAmt
PY Program Service Revenue$1,406,388PYProgramServiceRevenueAmt
CY Program Service Revenue$5,696,832CYProgramServiceRevenueAmt
PY Investment Income$20,385,388PYInvestmentIncomeAmt
CY Investment Income$19,319,571CYInvestmentIncomeAmt
PY Other Revenue$110,598PYOtherRevenueAmt
CY Other Revenue$89,477CYOtherRevenueAmt
PY Total Revenue$44,215,127PYTotalRevenueAmt
CY Total Revenue$53,815,893CYTotalRevenueAmt
PY Grants And Similar Paid$3,370,600PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$13,682,145CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$9,133,457PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$10,340,473CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,103,760CYTotalFundraisingExpenseAmt
PY Other Expenses$9,409,368PYOtherExpensesAmt
CY Other Expenses$11,343,588CYOtherExpensesAmt
PY Total Expenses$21,913,425PYTotalExpensesAmt
CY Total Expenses$35,366,206CYTotalExpensesAmt
PY Revenues Less Expenses$22,301,702PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$18,449,687CYRevenuesLessExpensesAmt
Total Assets BOY$354,809,473TotalAssetsBOYAmt
Total Assets EOY$331,677,388TotalAssetsEOYAmt
Total Liabilities BOY$38,295,809TotalLiabilitiesBOYAmt
Total Liabilities EOY$57,088,131TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$316,513,664NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$274,589,257NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionOSILT, A SUPPORTING ORGANIZATION OF OPEN SPACE INSTITUTE, INC. (OSI), SUPPORTS ITS MISSION TO PROTECT LAND IN THE EASTERN U.S. FOR CLEAN DRINKING WATER; WILDLIFE HABITAT; IMPROVED ACCESS TO PARKS AND NATURE FOR ALL; HEALTHY COMMUNITIES; AND TO FIGHT CLIMATE CHANGE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$16,661,508ExpenseAmt
Grant$9,967,298GrantAmt
Revenue$5,431,208RevenueAmt
DescLAND PROTECTION: SMART, STRATEGIC LAND CONSERVATION STRENGTHENS COMMUNITIES, ENSURES ACCESS TO DRINKING WATER RESOURCES, PROVIDES RECREATIONAL RESOURCES, CURBS CLIMATE CHANGE, AND PROTECTS HABITATS. WORKING THROUGHOUT THE EASTERN UNITED STATES, WITH PROJECT CONCENTRATIONS IN NEW YORK, NEW JERSEY, SOUTH CAROLINA, AND GEORGIA, OSI ACQUIRES LAND OF ECOLOGICAL, RECREATIONAL, AND CLIMATE PROTECTION SIGNIFICANCE WITH THE GOAL OF CONVEYING IT TO PUBLIC AGENCIES AND CONSERVATION PARTNERS AS PERMANENT ADDITIONS TO PUBLICLY ACCESSIBLE LANDS. IN 2022, OSILT PROTECTED 8.517 ACRES OF LAND HAVING A FAIR MARKET VALUE OF $30.8 MILLION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$6,071,765ExpenseAmt
Grant$3,681,002GrantAmt
Revenue$82,690RevenueAmt
DescCONSERVATION CAPITAL: GUIDED BY SCIENCE, WITH A FOCUS ON CLIMATE CHANGE, WATER PROTECTION, FORESTS, AND WILDLIFE HABITAT, OSILT WORKS WITH FOUNDATIONS TO DESIGN AND ADMINISTER CAPITAL RE-GRANT PROGRAMS, DIRECTING CAPITAL AND LOW-COST LOANS TO ACCELERATE THE RATE AND EFFECTIVENESS OF CONSERVATION. OSILT ALSO OFFERS CATALYST GRANTS TO LOCALITIES AND THEIR CONSERVATION PARTNERS TO INCORPORATE STRATEGIC LAND PROTECTION INTO LOCAL PLANNING EFFORTS. IN 2022, OSILT MADE 23 CAPITAL GRANTS TOTALING $3,443,564, PROTECTING 21,336 ACRES IN SEVEN STATES WITH A FAIR MARKET VALUE OF $28,858,336. FURTHER, OSILT DIRECTLY APPROVED TEN GRANTS FOR CONSERVATION PLANNING TOTALING $126,279.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$5,753,198ExpenseAmt
Grant$25,527GrantAmt
Revenue$184,687RevenueAmt
DescPARKS AND POLICY: OSI IS MAKING NATURE AND THE OUTDOORS MORE WELCOMING AND ENJOYABLE TO ALL. THROUGH PARK IMPROVEMENTS, THE CREATION OF NEW TRAILS AND GREENWAYS PUBLIC POLICY RESEARCH, AND ADVOCACY FOR GREATER FEDERAL, STATE, AND NATIONAL INVESTMENTS IN PUBLIC LANDS, OSI WORKS TO IMPROVE ACCESSIBILITY AND ACCESS TO OPEN SPACE, PROMOTE COMMUNITY WELLBEING, AND CREATE THE NEXT GENERATION OF CONSERVATIONISTS. OSI ALSO PROVIDES SUPPORT SERVICES FOR THE NEWLY FORMED PARKS IMPROVEMENT GROUP NEW CITY PARKS, WHICH AIMS TO BRING URBAN PARKS TO NEIGHBORHOODS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$1,642,370ExpenseAmt
Grant$8,317GrantAmt
DescSTEWARDSHIP: THROUGH ITS STEWARDSHIP WORK, OSI MONITORS AND ENFORCES CONSERVATION EASEMENTS, OVERSEES THE MANAGEMENT OF PROPERTIES CONSERVED WITH THIRD-PARTY PARTNERS, AND PROVIDES INTERIM MANAGEMENT FOR PROPERTIES THAT WILL BE CONVEYED TO PUBLIC AGENCIES OR OTHER CONSERVATION PARTNERS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,642,370TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$8,317TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$30,128,841TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members24GoverningBodyVotingMembersCnt
Independent Voting Member24IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALICE GLEASON CFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2122908200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11350 BROADWAY SUITE 201AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100187799ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
AMELIA SALZMAN
CO-CHAIRPERSON OF THE BOARD3.003.00Yes (X)Yes (X)$0$0$0
ANSON FRELINGHUYSEN
MEMBER1.001.00Yes (X)$0$0$0
CAROL ASH
VICE-CHAIRPERSON OF THE BOARD3.003.00Yes (X)Yes (X)$0$0$0
CAROLYN NIEMCZYK
MEMBER1.001.00Yes (X)$0$0$0
DALE S BRYK
MEMBER1.001.00Yes (X)$0$0$0
DOUGLAS BATESON
MEMBER1.001.00Yes (X)$0$0$0
ELIZABETH BORDEN
MEMBER1.001.00Yes (X)$0$0$0
GILMAN S BURKE
MEMBER1.001.00Yes (X)$0$0$0
GIORGIOS VLAMIS
MEMBER1.001.00Yes (X)$0$0$0
HOLLY HEGENER
MEMBER1.001.00Yes (X)$0$0$0
HUME R STEYER
SECRETARY1.001.00Yes (X)Yes (X)$0$0$0
JENNENE TIERNEY
MEMBER (OUTGOING)1.001.00Yes (X)$0$0$0
JOHN ERNST
MEMBER1.001.00Yes (X)$0$0$0
JOHN H ADAMS
CO-CHAIRPERSON OF THE BOARD3.003.00Yes (X)Yes (X)$0$0$0
JOHN P CAHILL
MEMBER2.002.00Yes (X)$0$0$0
JOSHUA GINSBERG PHD
TREASURER3.003.00Yes (X)Yes (X)$0$0$0
KATHERINE O ROBERTS
MEMBER1.001.00Yes (X)$0$0$0
LEA PAINE HIGHET
MEMBER1.001.00Yes (X)$0$0$0
LESLIE G KOCH
MEMBER1.001.00Yes (X)$0$0$0
PATRICIA F SULLIVAN
MEMBER1.001.00Yes (X)$0$0$0
PETER BIENSTOCK
MEMBER (OUTGOING)1.001.00Yes (X)$0$0$0
SAMUEL G HUBER
MEMBER1.001.00Yes (X)$0$0$0
SAMUEL W LAMBERT III
MEMBER (OUTGOING)1.001.00Yes (X)$0$0$0
SUSAN BABCOCK
MEMBER1.001.00Yes (X)$0$0$0
T JEFFERSON CUNNINGHAM III
MEMBER3.003.00Yes (X)$0$0$0
THOMAS MCHENRY
MEMBER1.001.00Yes (X)$0$0$0
YUKI MOORE LAURENTI
MEMBER1.001.00Yes (X)$0$0$0
ALICE GLEASON
SENIOR VICE PRESIDENT FOR FINANCE, CHIEF FINANCIAL38.002.00Yes (X)$0$247,378$27,876
CHRISTOPHER J ELLIMAN
PRESIDENT AND CEO38.002.00Yes (X)$0$958,454$56,132
EILEEN LARABEE
SENIOR VICE PRESIDENT FOR COMMUNICATIONS38.002.00Yes (X)$0$223,250$46,626
GARRAUD ETIENNE
CHIEF OPERATION OFFICER38.002.00Yes (X)$0$243,594$26,365
IRENE LEE
VICE PRESIDENT OF LAND, NORTHEAST38.002.00Yes (X)$0$160,358$47,768
JEFFREY LEJAVA
VICE PRESIDENT AND ASSOCIATE GENERAL COUNSEL38.002.00Yes (X)$0$221,296$42,962
JENNIFER MELVILLE
VICE PRESIDENT CONSERVATION GRANTS (OUTGOING)38.002.00Yes (X)$0$124,867$29,350
KATHLEEN MOSER
SENIOR VICE PRESIDENT, CHIEF CONSERVATION OFFICER38.002.00Yes (X)$0$260,162$12,000
LORIJEANE MOODY
VICE PRESIDENT DEVELOPMENT38.002.00Yes (X)$0$194,169$52,536
MARIA WHITEHEAD
VICE PRESIDENT OF LAND, SOUTHEAST38.002.00Yes (X)$0$170,481$44,959
MAY MAY CHENG
CONTROLLER AND ASSISTANT TREASURER38.002.00Yes (X)$0$131,837$48,061
NATHAN BERRY
SENIOR VICE PRESIDENT, CHIEF LAND PROTECTION OFFIC38.002.00Yes (X)$0$275,857$40,513
PETER HOWELL
EXECUTIVE VICE PRESIDENT CONSERVATION CAPITAL & RE38.002.00Yes (X)$0$270,456$33,734
PETER KARIS
VICE PRESIDENT FOR PARKS AND STEWARDSHIP38.002.00Yes (X)$0$163,791$44,959
ROBERT K ANDERBERG
SENIOR VICE PRESIDENT, GENERAL COUNSEL38.002.00Yes (X)$0$239,179$35,406
SAMAYLA DEUTCH
SENIOR VICE PRESIDENT, CHIEF GENERAL COUNCEL38.002.00Yes (X)$0$249,838$34,769
TALLY BLUMBERG
SENIOR VICE PRESIDENT, CHIEF STRATEGY & EXTERNAL A38.002.00Yes (X)$0$337,571$47,076
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$4,472,538TotReportableCompRltdOrgAmt
Total Other Compensation$671,092TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$6,766,564GovernmentGrantsAmt
All Other Contributions$21,943,449AllOtherContributionsAmt
Noncash Contributions$1,642,092NoncashContributionsAmt
Total Contributions$28,710,013TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PROJECT REVENUE900099$3,036,868$3,036,868
LOAN AND BAD DEBT RECOVERY900099$2,332,503$2,332,503
INTEREST ON LOANS900099$181,983$181,983
MANAGEMENT FEES900099$93,817$93,817
SETTLEMENT INCOME900099$51,661$51,661
FieldValueIRS element (for citing)
Total Program Service Revenue$5,696,832TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,244,216TotalRevenueColumnAmt
Unrelated Business Revenue-$289,030UnrelatedBusinessRevenueAmt
Exclusion$1,533,246ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$89,477RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$89,477RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$89,477TotalRevenueColumnAmt
Exclusion$89,477ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$61,142,894SecuritiesAmt
Other$2,597,548OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$43,069,292SecuritiesAmt
Other$2,595,795OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$18,073,602SecuritiesAmt
Other$1,753OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,075,355TotalRevenueColumnAmt
Related Or Exempt Func Income$1,753RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$634,853UnrelatedBusinessRevenueAmt
Exclusion$17,438,749ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$53,815,893TotalRevenueColumnAmt
Related Or Exempt Func Income$5,698,585RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$345,823UnrelatedBusinessRevenueAmt
Exclusion$19,061,472ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$13,682,145TotalAmt
Program Services$13,682,145ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,920,225TotalAmt
Program Services$3,128,663ProgramServicesAmt
Management And General$1,390,388ManagementAndGeneralAmt
Fundraising$401,174FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,965,973TotalAmt
Program Services$2,846,929ProgramServicesAmt
Management And General$844,978ManagementAndGeneralAmt
Fundraising$274,066FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$338,582TotalAmt
Program Services$236,043ProgramServicesAmt
Management And General$76,453ManagementAndGeneralAmt
Fundraising$26,086FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$563,919TotalAmt
Program Services$391,189ProgramServicesAmt
Management And General$141,812ManagementAndGeneralAmt
Fundraising$30,918FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$551,774TotalAmt
Program Services$373,849ProgramServicesAmt
Management And General$135,389ManagementAndGeneralAmt
Fundraising$42,536FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$93,817TotalAmt
Program Services$93,817ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$158,494TotalAmt
Program Services$155,512ProgramServicesAmt
Management And General$2,982ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$113,296TotalAmt
Management And General$113,296ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$331,261TotalAmt
Program Services$331,261ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$330,798TotalAmt
Management And General$330,798ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,151,234TotalAmt
Program Services$1,816,578ProgramServicesAmt
Management And General$160,493ManagementAndGeneralAmt
Fundraising$174,163FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$310,554TotalAmt
Program Services$245,599ProgramServicesAmt
Management And General$49,475ManagementAndGeneralAmt
Fundraising$15,480FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$35TotalAmt
Program Services$35ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,052,873TotalAmt
Program Services$1,307,454ProgramServicesAmt
Management And General$644,424ManagementAndGeneralAmt
Fundraising$100,995FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$422,954TotalAmt
Program Services$224,361ProgramServicesAmt
Management And General$194,601ManagementAndGeneralAmt
Fundraising$3,992FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,080,464TotalAmt
Program Services$1,080,464ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$355,487TotalAmt
Program Services$329,567ProgramServicesAmt
Fundraising$25,920FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PUBLIC REC. ADDITIONS$2,989,289$2,989,289
PROPERTY MAINTENANCE$463,813$446,721$8,662$8,430
REAL ESTATE RESERVE EXP$351,000$351,000
PLEDGE AND LOAN LOSS RE$96,891$96,891

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$41,328TotalAmt
Program Services$1,474ProgramServicesAmt
Management And General$39,854ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$35,366,206TotalAmt
Program Services$30,128,841ProgramServicesAmt
Management And General$4,133,605ManagementAndGeneralAmt
Fundraising$1,103,760FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$55,786,967BOYAmt
EOY$54,040,638EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,920,493BOYAmt
EOY$5,762,016EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,409,061BOYAmt
EOY$857,124EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$3,352,600BOYAmt
EOY$4,331,515EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$775,532BOYAmt
EOY$219,988EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$91,138,723LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,346,346LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$66,063,854BOYAmt
EOY$88,792,377EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$59,503,151BOYAmt
EOY$49,508,166EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$158,794,173BOYAmt
EOY$123,899,267EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$1,986,555BOYAmt
EOY$159,798EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$217,087BOYAmt
EOY$4,106,499EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$354,809,473BOYAmt
EOY$331,677,388EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,127,910BOYAmt
EOY$1,408,772EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$4,326,299BOYAmt
EOY$4,145,700EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$7,913,447BOYAmt
EOY$8,763,733EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$23,731,904BOYAmt
EOY$41,594,515EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,196,249BOYAmt
EOY$1,175,411EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$38,295,809BOYAmt
EOY$57,088,131EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$84,304,842BOYAmt
EOY$73,945,770EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$232,208,822BOYAmt
EOY$200,643,487EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$316,513,664BOYAmt
EOY$274,589,257EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$354,809,473BOYAmt
EOY$331,677,388EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$18,449,687ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$60,374,094NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1OPEN SPACE INSTITUTE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN521053406EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$70,000SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$70,000SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, SECTION A, LINE 6:FormAndLineReferenceDesc
ExplanationOSILT PROVIDES GRANTS AND LOANS, PRIMARILY TO OTHER LAND TRUSTS, TO PROTECT PARKS AND PRESERVES AS WELL AS WORKING FARMS AND FORESTS IN THE EASTERN UNITED STATES AND CANADA, AND IT AWARDS GRANTS TO SUPPORT THE INTEGRATION OF CLIMATE AND WATERSHED SCIENCE IN CONSERVATION AND LAND MANAGEMENT PLANS.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Organization Belongs Afflt GrpYes (X)OrganizationBelongsAffltGrpInd

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$132,915FilingOrganizationsTotalAmt
Affiliated Group Total$132,915AffiliatedGroupTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$198,346FilingOrganizationsTotalAmt
Affiliated Group Total$198,346AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$331,261FilingOrganizationsTotalAmt
Affiliated Group Total$331,261AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$35,034,945FilingOrganizationsTotalAmt
Affiliated Group Total$36,750,757AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$35,366,206FilingOrganizationsTotalAmt
Affiliated Group Total$37,082,018AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt
Affiliated Group Total$1,000,000AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
Affiliated Group Total$250,000AffiliatedGroupTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$436,883CurrentYearMinus3Amt
Current Year Minus2$303,953CurrentYearMinus2Amt
Current Year Minus1$270,762CurrentYearMinus1Amt
Current Year$331,261CurrentYearAmt
Total$1,342,859TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$206,415CurrentYearMinus3Amt
Current Year Minus2$108,247CurrentYearMinus2Amt
Current Year Minus1$120,417CurrentYearMinus1Amt
Current Year$132,915CurrentYearAmt
Total$567,994TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held2DonorAdvisedFundsHeldCnt
Donor Advised Funds Grants$137,500DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$703,849DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Preservation Public UseYes (X)PreservationPublicUseInd
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Preservation Open SpaceYes (X)PreservationOpenSpaceInd
Historic Land AreaYes (X)HistoricLandAreaInd
Total Easements86TotalEasementsCnt
Total Acreage30455.00TotalAcreageCnt
Modified Easements3ModifiedEasementsCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (1)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement1950.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$119,351ExpensesIncurredEnforcementAmt

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$190,367,340BeginningYearBalanceAmt
Investment Earnings Or Losses-$33,910,619InvestmentEarningsOrLossesAmt
Other Expenditures$8,123,413OtherExpendituresAmt
End Year Balance$148,333,308EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$179,244,964BeginningYearBalanceAmt
Investment Earnings Or Losses$18,860,635InvestmentEarningsOrLossesAmt
Other Expenditures$7,738,259OtherExpendituresAmt
End Year Balance$190,367,340EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$163,533,137BeginningYearBalanceAmt
Investment Earnings Or Losses$23,387,732InvestmentEarningsOrLossesAmt
Other Expenditures$7,675,905OtherExpendituresAmt
End Year Balance$179,244,964EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$146,629,060BeginningYearBalanceAmt
Investment Earnings Or Losses$24,360,639InvestmentEarningsOrLossesAmt
Other Expenditures$7,456,562OtherExpendituresAmt
End Year Balance$163,533,137EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$164,610,862BeginningYearBalanceAmt
Investment Earnings Or Losses-$10,112,747InvestmentEarningsOrLossesAmt
Other Expenditures$7,869,055OtherExpendituresAmt
End Year Balance$146,629,060EndYearBalanceAmt
FieldValueIRS element (for citing)
Term Endowment Balance EOY1.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$86,538,590OtherCostOrOtherBasisAmt
Book Value$86,538,590BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,895,602OtherCostOrOtherBasisAmt
Depreciation$1,733,751DepreciationAmt
Book Value$2,161,851BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,878OtherCostOrOtherBasisAmt
Book Value$8,878BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$433,297OtherCostOrOtherBasisAmt
Depreciation$427,702DepreciationAmt
Book Value$5,595BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$262,356OtherCostOrOtherBasisAmt
Depreciation$184,893DepreciationAmt
Book Value$77,463BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$88,792,377TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
NET ASSET VALUE$106,528,309F
ALTERNATIVE INVESTMENTS$17,370,958F
FieldValueIRS element (for citing)
Total Book Value Securities$123,899,267TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEPOSIT ON SALEDesc
Amt$1,175,411Amt
FieldValueIRS element (for citing)
Total Liability$1,175,411TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt-$5,543,603TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$60,374,095NetUnrealizedGainsInvstAmt
Other Revenue$1,584,403OtherRevenueAmt
Revenue Not Reported-$58,789,692RevenueNotReportedAmt
Revenue Subtotal$53,246,089RevenueSubtotalAmt
Investment Expenses Not Incld$569,804InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$569,804RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$53,815,893TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$36,551,171TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$1,754,769OtherExpensesIncludedAmt
Expenses Not Reported$1,754,769ExpensesNotReportedAmt
Expenses Subtotal$34,796,402ExpensesSubtotalAmt
Investment Expenses Not Incld2$569,804InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$569,804ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$35,366,206TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 9:PURCHASED EASEMENTS THAT HAVE A RESALE VALUE ARE RECORDED AT THE LOWER OF COST OR FAIR MARKET VALUE. DONATED EASEMENTS THAT HAVE A RESALE VALUE ARE RECORDED AT THE LOWER OF THE DONATED VALUE OR FAIR MARKET VALUE. CONSERVATION EASEMENTS DETERMINED BY OSILT TO HAVE NO RESALE VALUE ARE WRITTEN DOWN TO A $1 CARRYING VALUE.
PART V, LINE 4:THE WALLACE ENDOWMENT IS INTENDED TO BE USED FOR THE PURPOSE OF ACQUIRIING AND/OR HOLDING LAND IN THE HUDSON RIVER VALLEY, CATSKILLS AND ADIRONDACKS IN ORDER TO PRESERVE AND PROTECT SUCH LAND FOR THE BENEFIT OF THE PUBLIC, AND SECONDARILY FOR OTHER PURPOSES THAT ARE IN FURTHERANCE OF THE CONSERVATION OF THE SCENIC BEAUTY, HISTORIC VALUES AND RESOURCES OF THE REGIONS.
PART X, LINE 2:THE ORGANIZATION BELIEVES IT HAD NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022 AND 2021 IN ACCORDANCE WITH FASB ASC TOPIC 740, "INCOME TAXES," WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:RELATED ENTITY'S REVENUE 1,778,807. CONSOLIDATING ELIMINATION -194,404.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RELATED ENTITY'S EXPENSES 1,949,173. CONSOLIDATING ELIMINATION -194,404.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,RegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedPASSIVE FOREIGN INVESTMENTTypeOfActivitiesConductedTxt
Region Total Expenditures$1,959,220RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$1,959,220SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$1,959,220TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART III ACCOUNTING METHOD:FormAndLineReferenceDesc

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (43 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2TxtValuation Method UsedValuationMethodUsedDesc
THE OPEN SPACE INSTITUTE INC
1350 BROADWAY RM 201NEW YORKNY10018521053406501(C)(3)$70,000$0STEWARDSHIP
LAKE CHAMPLAIN LAND TRUST
1 MAIN STREET SUITE 205BURLINGTONVA054015259030267331501(C)(3)$31,040$0CONSERVATION EASEMENT
GEORGIA DEPARTMENT OF NATURAL RESOURCES
2 MARTIN LUTHER KING JR DRIVE SEATLANTAGA30334581130945118$19,928$0LAND PROTECTIONSUITE 12522
LAMAR MOUNDS INC
3606 MASSEYVILLE RDMACONGA31217581176442$1,250,000$0OCMULGEE MOUNDS LAND ACQUISITION AND PRESERVATION
US FOREST SERVICE
4931 BROAD RIVER RDCOLUMBIASC29212720564834115$0$2,287,363LAND CONSERVATION & SUSTAINABILITYFMV
SOUTH CAROLINA FORESTRY COMMISSION
5500 BROAD RIVER RDCOLUMBIASC29212770697491115$700,000$2,219,000LAND CONSERVATION & SUSTAINABILITYFMV
SOUTH CAROLINA DEPARTMENT OF PARKS RECREATION & TOURISM RESOURCES
1205 PENDLETON STREETCOLUMBIASC29201576000286115$0$3,007,048LAND CONSERVATION & SUSTAINABILITYFMV
ADIRONDACK FOUNDATION
PO BOX 288LAKE PLACIDNY129460288161535724501(C)(3)$7,500$0ADIRONDACKS LAND CONSERVATION AND SUSTAINABILITY
ADIRONDACK LAND TRUST INC
PO BOX 130KEENENY129420130222559576501(C)(3)$25,000$0ADIRONDACKS LAND CONSERVATION AND SUSTAINABILITY
THE ADIRONDACK COUNCIL
103 HAND AVENUE SUITE 3ELIZABETHTOWNNY12932141594386501(C)(3)$35,000$0ADIRONDACKS LAND CONSERVATION AND SUSTAINABILITY
AMERICAN FRIENDS OF CANADIAN CONSERVATION
555 POPLAR STREETMACONGA312012741204817049501(C)(3)$50,000$0TRANSBORDER LAND PROTECTION FUND
CERES INC
99 CHAUNCY ST 6TH FLOORBOSTONMA02111223053747501(C)(3)$25,000$0LAND CONSERVATION AND SUSTAINABILITY
DELAWARE HIGHLANDS CONSERVANCY
571 PERKINS POND RDBEACK LAKEPA184053083232804664501(C)(3)$25,000$0DELAWARE RIVER WATERSHED PROTECTION
D&H CANAL HISTORICAL SOCIETY
PO BOX 23HIGH FALLSNY12440146038874501(C)(3)$30,000$0LAND PROTECTION SUPPORT
ESF COLLEGE FOUNDATION INC
PO BOX 6486SYRACUSENY132176486156023443501(C)(3)$33,300$0INDIGENOUS CONSULTATION AND LAND CONSERVATION CURRICULUM DEVELOPMENT
THE FORT TICONDEROGA ASSOCIATION
102 FORT TI RDTICONDEROGANY12883141440924501(C)(3)$44,000$0LAKE GEORGE AREA LAND CONSERVATION
FRENCH & PICKERING CREEKS CONSERVATION TRUST INC
4030 S WHITEHORSE ROADDEVAULTPA19432236429095501(C)(3)$14,900$0DELAWARE RIVER WATERSHED PROTECTION
GEORGES RIVER LAND TRUST
8 N MAIN ST STE 200ROCKLANDME048413154010424837501(C)(3)$6,506$0GEORGES RIVER WATERSHED PROTECTION
THE LAND CONSERVANCY OF NEW JERSEY
19 BOONTON AVEBOONTONNJ070058902222378868501(C)(3)$39,025$0DELAWARE RIVER WATERSHED PROTECTION
LAND TRUST ALLIANCE
1250 H STREET NW SUITE 600WASHINGTONDC20005042751357501(C)(3)$115,000$0LAND CONSERVATION SUPPORT
THE LAND TRUST FOR TENNESSEE
4000 FRANKLIN PIKENASHVILLETN372043512621770549501(C)(3)$132,078$0APPALACHIAN LANDSCAPE PROTECTION
LOON ECHO LAND TRUST
8 DEPOT ST STE 4BRIDGTONME040091368222966924501(C)(3)$50,000$0SEBAGO LAKE WATERSHED PROTECTION
LULA LAKE LAND TRUST
PO BOX 395LOOKOUT MOUNTAINGA373500395626283607501(C)(3)$90,000$0APPALACHIAN LANDSCAPE PROTECTION
MAHOOSUC LAND TRUST
PO BOX 981BETHELME042170981010447619501(C)(3)$10,000$0SEBAGO LAKE WATERSHED PROTECTION
MAINE APPALACHIAN TRAIL LAND TRUST
PO BOX 761PORTLANDME041040761010717546501(C)(3)$12,000$0APPALACHIAN LANDSCAPE PROTECTION
MOHONK PRESERVE
3197 ROUTE 44/55GARDINERNY12525141609484501(C)(3)$45,000$0NORTHEAST LAND CONSERVATION
NATIONAL AUDUBON SOCIETY
225 VARICK STREET 7TH FLOORNEW YORKNY10014131624102501(C)(3)$14,950$0APPALACHIAN LANDSCAPE PROTECTION
NATURAL LANDS TRUST
1031 PALMERS MILL ROADMEDIAPA190631006236272818501(C)(3)$316,428$0DELAWARE RIVER WATERSHED AND APPALACHIAN LANDSCAPE PROTECTION
THE NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100ARLINGTONVA22203530242652501(C)(3)$1,502,433$0DELAWARE RIVER WATERSHED AND APPALACHIAN LANDSCAPE PROTECTION
NORTH CAROLINA HISTORIC SITES ALLIANCE
22 LOCHWINNOCK LNPINEHURSTNC283748243873851271501(C)(3)$8,253$0APPALACHIAN LANDSCAPE PROTECTION
NEW JERSEY BIKE & WALK COALITION
BOX 140 551 VALLEY ROADUPPER MONTCLAIRNJ07043284648049501(C)(3)$44,000$0ESSEX HUDSON GREENWAY PROTECTION SUPPORT
NORTHERN VIRGINIA CONSERVATION TRUST
PACKARD CENTER - 4022 HUMMER ROADANNANDALEVA220030000541724626501(C)(3)$14,670$0APPALACHIAN LANDSCAPE PROTECTION
NORTHEAST WILDERNESS TRUST
17 STATE STREETMONTPELIERVT056023172010729039501(C)(3)$425,000$0APPALACHIAN LANDSCAPE PROTECTION
VERMONT LAND TRUST
8 BAILEY AVEMONTPELIERVT056022101030264836501(C)(3)$67,350$0TRANSBORDER LAND PROTECTION FUND
PISCATAQUOG LAND CONSERVANCY
5A MILL STNEW BOSTONNH030703825237085677501(C)(3)$15,000$0NEW ENGLAND APPALACHIAN LANDSCAPE PROTECTION
PARKS & TRAILS NEW YORK
33 ELK STALBANYNY122071065141753475501(C)(3)$7,500$0LAND CONSERVATION SUPPORT
PUTNEY MOUNTAIN ASSOCIATION
PO BOX 953PUTNEYVT053460953030316666501(C)(3)$40,000$0APPALACHIAN LANDSCAPE PROTECTION
RANGELEY LAKES HERITAGE TRUST
2424 MAIN STRANGELEYME049704024010472641501(C)(3)$15,000$0NEW ENGLAND APPALACHIAN LANDSCAPE PROTECTION
FRIENDS OF ROCKEFELLER STATE PARK PRESERVE
81 CROTON AVE SUITE 201OSSININGNY105624206582295320501(C)(3)$8,000$0LAND CONSERVATION SUPPORT
TENNGREEN LAND CONSERVANCY
1213A 16TH AVE SNASHVILLETN372122901621557574501(C)(3)$541,250$0APPALACHIAN LANDSCAPE PROTECTION
THRIVE REGIONAL PARTNERSHIP
832 GEORGIA AVE STE 420CHATTANOOGATN374022263814427391501(C)(3)$50,000$0APPALACHIAN LANDSCAPE PROTECTION
WINDMILL HILL PINNACLE ASSOCIATIONPO BOX 584SAXTONS RIVER VT 05154-0584
PO BOX 584SAXTONS RIVERVT051540584030334367501(C)(3)$115,000$0APPALACHIAN LANDSCAPE PROTECTION
TOWN OF WOODSTOCK MAINEPO BOX 317BRYANT POND ME 04219
PO BOX 317BRYANT PONDME04219016000449115$100,000$0APPALACHIAN LANDSCAPE PROTECTION
FieldValueIRS element (for citing)
Total501c3 Org37Total501c3OrgCnt
Total Other Org6TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:GRANTEES EXECUTE A WRITTEN AGREEMENT WHICH REQUIRES THEM TO SUBMIT WRITTEN REPORTS TO OSILT FOR THE PERIOD OF THE AGREEMENT.
PART II, LINE 1THE OPEN SPACE INSTITUTE LAND TRUST INC. GRANT TO LAMAR MOUNDS, LLC HELPED FACILITATE THE CONSERVATION OF FEE LAND TO NATIONAL PARK SERVICE.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmYes (1)EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CHRISTOPHER J ELLIMAN
PRESIDENT AND CEO$0$471,018$0$480,769$0$6,667$0$12,000$0$44,132$0$1,014,586$0$0
TALLY BLUMBERG
SENIOR VICE PRESIDENT, CHIEF STRATEG$0$326,321$0$10,000$0$1,250$0$12,000$0$35,076$0$384,647$0$0
NATHAN BERRY
SENIOR VICE PRESIDENT, CHIEF LAND PR$0$265,434$0$10,000$0$423$0$9,550$0$30,963$0$316,370$0$0
PETER HOWELL
EXECUTIVE VICE PRESIDENT CONSERVATIO$0$260,676$0$7,000$0$2,780$0$12,000$0$21,734$0$304,190$0$0
SAMAYLA DEUTCH
SENIOR VICE PRESIDENT, CHIEF GENERAL$0$249,190$0$0$0$648$0$12,000$0$22,769$0$284,607$0$0
ALICE GLEASON
SENIOR VICE PRESIDENT FOR FINANCE, C$0$245,709$0$0$0$1,669$0$12,000$0$15,876$0$275,254$0$0
ROBERT K ANDERBERG
SENIOR VICE PRESIDENT, GENERAL COUNS$0$231,423$0$5,000$0$2,756$0$12,000$0$23,406$0$274,585$0$0
KATHLEEN MOSER
SENIOR VICE PRESIDENT, CHIEF CONSERV$0$257,500$0$0$0$2,662$0$12,000$0$0$0$272,162$0$0
GARRAUD ETIENNE
CHIEF OPERATION OFFICER$0$242,766$0$0$0$828$0$12,000$0$14,365$0$269,959$0$0
EILEEN LARABEE
SENIOR VICE PRESIDENT FOR COMMUNICAT$0$216,771$0$5,000$0$1,479$0$12,000$0$34,626$0$269,876$0$0
JEFFREY LEJAVA
VICE PRESIDENT AND ASSOCIATE GENERAL$0$215,513$0$5,000$0$783$0$12,000$0$30,962$0$264,258$0$0
LORIJEANE MOODY
VICE PRESIDENT DEVELOPMENT$0$188,472$0$5,000$0$697$0$12,000$0$40,536$0$246,705$0$0
MARIA WHITEHEAD
VICE PRESIDENT OF LAND, SOUTHEAST$0$155,138$0$15,000$0$343$0$12,000$0$32,959$0$215,440$0$0
PETER KARIS
VICE PRESIDENT FOR PARKS AND STEWARD$0$158,438$0$5,000$0$353$0$12,000$0$32,959$0$208,750$0$0
IRENE LEE
VICE PRESIDENT OF LAND, NORTHEAST$0$152,330$0$7,500$0$528$0$12,000$0$35,768$0$208,126$0$0
MAY MAY CHENG
CONTROLLER AND ASSISTANT TREASURER$0$121,696$0$10,000$0$141$0$11,360$0$36,701$0$179,898$0$0
JENNIFER MELVILLE
VICE PRESIDENT CONSERVATION GRANTS ($0$124,058$0$0$0$809$0$10,079$0$19,271$0$154,217$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3THE CEO/PRESIDENT IS EMPLYOYED BY THE OPEN SPACE INSTITUTE, INC A SUPPORTED ORGANIZATION OF THE OPEN SPACE INSTITUTE LAND TRUST, INC. WHO DETERMINES HIS COMPENSATION.
PART I, LINES 4B-CIN 2022, THE PRESIDENT AND CEO RECEIVED A ONE-TIME RETENTION BONUS.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$1,361,790NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)IN KIND INTEREST4$250,302FMV
Yes (X)DONATED LAND1$30,000FMV
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2SAMUEL W. LAMBERT III, BOARD MEMBER, AND HOLLY HEGENER, BOARD MEMBER, HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 6THE SOLE MEMBER OF OPEN SPACE INSTITUTE LAND TRUST, INC. IS OPEN SPACE INSTITUTE, INC. ("OSI")
FORM 990, PART VI, SECTION A, LINE 7ATHE TRUSTEES OF OPEN SPACE INSTITUTE LAND TRUST, INC. ARE ELECTED AT THE ANNUAL MEETING OF THE BOARD OF TRUSTEES OF THE SOLE MEMBER (OPEN SPACE INSTITUTE, INC.) AND ANY TRUSTEE MAY BE REMOVED, WITH OR WITHOUT CAUSE, BY THE SOLE MEMBER.
FORM 990, PART VI, SECTION A, LINE 7BTHE SOLE MEMBER (OPEN SPACE INSTITUTE, INC.) HAS THE AUTHORITY TO REMOVE ANY TRUSTEE WITH OR WITHOUT CAUSE.
FORM 990, PART VI, SECTION B, LINE 11BOUR 990 IS PREPARED BY AN OUTSIDE INDEPENDENT ACCOUNTING FIRM. THE DRAFT FORM 990 IS REVIEWED BY THE CONTROLLER, CHIEF FINANCIAL OFFICER & GENERAL COUNSEL. AFTER STAFF REVIEW THE RETURN IT IS THEN REVIEWED BY THE AUDIT COMMITTEE. THE REVIEWED AND CORRECTED 990 FORM IS THEN SENT OUT TO ALL THE BOARD MEMBERS OF THE ORGANIZATION FOR THEIR REVIEW AND COMMENTS. THE RETURN IS FILED ONCE ALL PARTIES HAVE COMPLETED THEIR REVIEW AND REQUIRED EDITS HAVE BEEN MADE.
FORM 990, PART VI, SECTION B, LINE 12COPEN SPACE INSTITUTE LAND TRUST, INC. HAS A CONFLICT OF INTEREST POLICY WHICH REQUIRES ALL BOARD MEMBERS AND OFFICERS TO DISCLOSE CONFLICTS AND POTENTIAL CONFLICTS AS SOON AS THEY ARISE. A CONFLICTED PARTY MAY NOT DISCUSS THE TRANSACTION THAT IS THE BASIS OF SUCH CONFLICT, AND MUST RECUSE THEMSELVES FROM ANY DISCUSSION OR VOTE ON SUCH TRANSACTION. THE PRESIDENT EACH YEAR REPORTS TO THE BOARD OF TRUSTEES ALL CONFLICT TRANSACTIONS AND HOW THEY WERE HANDLED. THE BOARD OF OPEN SPACE INSTITUTE LAND TRUST, INC. HAS THE POWER TO TAKE REMEDIAL ACTION IF THE CONFLICT POLICY IS VIOLATED.
FORM 990, PART VI, SECTION C, LINE 19OPEN SPACE INSTITUTE, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, DOCUMENT RETENTION AND DESTRUCTION POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. THESE DOCUMENTS ARE SENT TO ANYONE WHO CONTACTS THE ORGANIZATION AND REQUESTS SUCH INFORMATION.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
OSI CONSERVATION INVESTMENTS LLC
1350 BROADWAY SUITE 201NEW YORKNY100187799133028060CONSERVATION LAND INVESTMENTSNY$0$0OPEN SPACE INSTITUTE LAND TRUST INC
TAHAWUS RAIL LLC
1350 BROADWAY SUITE 201NEW YORKNY100187799881645486CONSERVATION LAND INVESTMENTSNY$0$2,700,000OPEN SPACE INSTITUTE LAND TRUST INC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1OPEN SPACE INSTITUTE INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11350 BROADWAYAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
EIN521053406EIN
Primary ActivitiesLAND PROTECTIONPrimaryActivitiesTxt
Legal Domicile StateNYLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status7PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1STRATEGIC CONSERVATION PARTNERS LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11350 BROADWAY SUITE 201AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
EIN823283734EIN
Primary ActivitiesCONSERVATION LAND INVESTMENTSPrimaryActivitiesTxt
Legal Domicile StateNYLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1OPEN SPACE INSTITUTE LAND TRUST INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeRELATEDPredominantIncomeTypeTxt
Share Of Total Income$98,243ShareOfTotalIncomeAmt
Share Of EOY Assets$2,467,457ShareOfEOYAssetsAmt
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing PartnerYes (1)GeneralOrManagingPartnerInd
Ownership0.50000OwnershipPct
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
STRATEGIC CONSERVATION PARTNERS
S$28,496FEE
STRATEGIC CONSERVATION PARTNERS
S$1,925,000DISTRIBUTION OF CAPITAL

Affiliated Group Attachment AffiliatedGroupAttachment

FieldValueIRS element (for citing)
Meduim ExplanationPURSUANT TO REGULATIONS SECTION 56.4911-8(B) AND IRC SECTION 4911(F), AN AFFILIATED GROUP OF ORGANIZATIONS IS TREATED AS A SINGLE ORGANIZATION FOR THE PURPOSES OF THE TAX IMPOSED BY IRC SECTION 4911(A). THEREFORE, SINCE THE AFFILIATED GROUP DID NOT HAVE ANY EXCESS LOBBYING EXPENDITURES OR EXCESS GRASSROOTS LOBBYING EXPENDITURES, THE FILING ORGANIZATION IS DEEMED TO NOT HAVE EXCESS LOBBYING EXPENDITURES OR EXCESS GRASSROOTS LOBBYING EXPENDITURES FOR THE PURPOSES OF THE DISCLOSURE ON PART II-A, LINE 1(H) AND 1(I), COLUMN A.AFFILIATED GROUP MEMBER:OPEN SPACE INSTITUTE, INC. (EIN 52-1053406)1350 BROADWAY, SUITE 201NEW YORK, NY 10018MeduimExplanationTxt

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedScheduleGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OPEN SPACE INSTITUTE INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11350 BROADWAY SUITE 201AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
EIN521053406EIN
Total Grassroots Lobby$0TotalGrassrootsLobbyAmt
Total Direct Lobby$0TotalDirectLobbyAmt
Total Lobby Expenditure$0TotalLobbyExpenditureAmt
Other Exempt Purpose Expend$1,715,812OtherExemptPurposeExpendAmt
Total Exempt Purpose Expend$1,715,812TotalExemptPurposeExpendAmt
Lobby Nontx$235,791LobbyNontxAmt
Grassroots Nontx$58,948GrassrootsNontxAmt
Total Lobby Grssroot Mns Nontx$0TotalLobbyGrssrootMnsNontxAmt
Tot Lbby Expend Mns Lobby Nontx$0TotLbbyExpendMnsLobbyNontxAmt
Share Excess Lobby Expend$0ShareExcessLobbyExpendAmt

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