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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
- Affiliated Group Attachment
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-16T14:26:39-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MARKS PANETH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133028060 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPEN SPACE INSTITUTE LAND TRUST INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OPEN | BusinessNameControlTxt |
| Phone | 2122908200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 BROADWAY 201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100187799 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICE GLEASON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2123564297 | PhoneNum |
| Signature | 2023-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALICE | PersonFirstNm |
| Person Last | GLEASON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGDALENA CZERNIAWSKI | PreparerPersonNm |
| PTIN | P00535099 | PTIN |
| Phone | 2125038800 | PhoneNum |
| Preparation | 2023-10-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALICE GLEASON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 BROADWAY 201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100187799 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $99,480,980 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://WWW.OPENSPACEINSTITUTE.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | A SUPPORTING ORGANIZATION OF THE OPEN SPACE INSTITUTE, INC. THAT PROTECTS AND CONSERVES LAND. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $345,823 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $255,139 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $22,312,753 | PYContributionsGrantsAmt |
| CY Contributions Grants | $28,710,013 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,406,388 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,696,832 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,385,388 | PYInvestmentIncomeAmt |
| CY Investment Income | $19,319,571 | CYInvestmentIncomeAmt |
| PY Other Revenue | $110,598 | PYOtherRevenueAmt |
| CY Other Revenue | $89,477 | CYOtherRevenueAmt |
| PY Total Revenue | $44,215,127 | PYTotalRevenueAmt |
| CY Total Revenue | $53,815,893 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,370,600 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,682,145 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,133,457 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,340,473 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,103,760 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,409,368 | PYOtherExpensesAmt |
| CY Other Expenses | $11,343,588 | CYOtherExpensesAmt |
| PY Total Expenses | $21,913,425 | PYTotalExpensesAmt |
| CY Total Expenses | $35,366,206 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $22,301,702 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,449,687 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $354,809,473 | TotalAssetsBOYAmt |
| Total Assets EOY | $331,677,388 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $38,295,809 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $57,088,131 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $316,513,664 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $274,589,257 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OSILT, 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 Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,661,508 | ExpenseAmt |
| Grant | $9,967,298 | GrantAmt |
| Revenue | $5,431,208 | RevenueAmt |
| Desc | LAND 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,071,765 | ExpenseAmt |
| Grant | $3,681,002 | GrantAmt |
| Revenue | $82,690 | RevenueAmt |
| Desc | CONSERVATION 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,753,198 | ExpenseAmt |
| Grant | $25,527 | GrantAmt |
| Revenue | $184,687 | RevenueAmt |
| Desc | PARKS 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,642,370 | ExpenseAmt |
| Grant | $8,317 | GrantAmt |
| Desc | STEWARDSHIP: 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,642,370 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $8,317 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $30,128,841 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALICE GLEASON CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122908200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 BROADWAY SUITE 201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100187799 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| AMELIA SALZMAN | |||||||
| CO-CHAIRPERSON OF THE BOARD | 3.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANSON FRELINGHUYSEN | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL ASH | |||||||
| VICE-CHAIRPERSON OF THE BOARD | 3.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CAROLYN NIEMCZYK | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DALE S BRYK | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS BATESON | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH BORDEN | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GILMAN S BURKE | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GIORGIOS VLAMIS | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HOLLY HEGENER | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HUME R STEYER | |||||||
| SECRETARY | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JENNENE TIERNEY | |||||||
| MEMBER (OUTGOING) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN ERNST | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN H ADAMS | |||||||
| CO-CHAIRPERSON OF THE BOARD | 3.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN P CAHILL | |||||||
| MEMBER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOSHUA GINSBERG PHD | |||||||
| TREASURER | 3.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KATHERINE O ROBERTS | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEA PAINE HIGHET | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LESLIE G KOCH | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA F SULLIVAN | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER BIENSTOCK | |||||||
| MEMBER (OUTGOING) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SAMUEL G HUBER | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SAMUEL W LAMBERT III | |||||||
| MEMBER (OUTGOING) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN BABCOCK | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| T JEFFERSON CUNNINGHAM III | |||||||
| MEMBER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS MCHENRY | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| YUKI MOORE LAURENTI | |||||||
| MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALICE GLEASON | |||||||
| SENIOR VICE PRESIDENT FOR FINANCE, CHIEF FINANCIAL | 38.00 | 2.00 | Yes (X) | $0 | $247,378 | $27,876 | |
| CHRISTOPHER J ELLIMAN | |||||||
| PRESIDENT AND CEO | 38.00 | 2.00 | Yes (X) | $0 | $958,454 | $56,132 | |
| EILEEN LARABEE | |||||||
| SENIOR VICE PRESIDENT FOR COMMUNICATIONS | 38.00 | 2.00 | Yes (X) | $0 | $223,250 | $46,626 | |
| GARRAUD ETIENNE | |||||||
| CHIEF OPERATION OFFICER | 38.00 | 2.00 | Yes (X) | $0 | $243,594 | $26,365 | |
| IRENE LEE | |||||||
| VICE PRESIDENT OF LAND, NORTHEAST | 38.00 | 2.00 | Yes (X) | $0 | $160,358 | $47,768 | |
| JEFFREY LEJAVA | |||||||
| VICE PRESIDENT AND ASSOCIATE GENERAL COUNSEL | 38.00 | 2.00 | Yes (X) | $0 | $221,296 | $42,962 | |
| JENNIFER MELVILLE | |||||||
| VICE PRESIDENT CONSERVATION GRANTS (OUTGOING) | 38.00 | 2.00 | Yes (X) | $0 | $124,867 | $29,350 | |
| KATHLEEN MOSER | |||||||
| SENIOR VICE PRESIDENT, CHIEF CONSERVATION OFFICER | 38.00 | 2.00 | Yes (X) | $0 | $260,162 | $12,000 | |
| LORIJEANE MOODY | |||||||
| VICE PRESIDENT DEVELOPMENT | 38.00 | 2.00 | Yes (X) | $0 | $194,169 | $52,536 | |
| MARIA WHITEHEAD | |||||||
| VICE PRESIDENT OF LAND, SOUTHEAST | 38.00 | 2.00 | Yes (X) | $0 | $170,481 | $44,959 | |
| MAY MAY CHENG | |||||||
| CONTROLLER AND ASSISTANT TREASURER | 38.00 | 2.00 | Yes (X) | $0 | $131,837 | $48,061 | |
| NATHAN BERRY | |||||||
| SENIOR VICE PRESIDENT, CHIEF LAND PROTECTION OFFIC | 38.00 | 2.00 | Yes (X) | $0 | $275,857 | $40,513 | |
| PETER HOWELL | |||||||
| EXECUTIVE VICE PRESIDENT CONSERVATION CAPITAL & RE | 38.00 | 2.00 | Yes (X) | $0 | $270,456 | $33,734 | |
| PETER KARIS | |||||||
| VICE PRESIDENT FOR PARKS AND STEWARDSHIP | 38.00 | 2.00 | Yes (X) | $0 | $163,791 | $44,959 | |
| ROBERT K ANDERBERG | |||||||
| SENIOR VICE PRESIDENT, GENERAL COUNSEL | 38.00 | 2.00 | Yes (X) | $0 | $239,179 | $35,406 | |
| SAMAYLA DEUTCH | |||||||
| SENIOR VICE PRESIDENT, CHIEF GENERAL COUNCEL | 38.00 | 2.00 | Yes (X) | $0 | $249,838 | $34,769 | |
| TALLY BLUMBERG | |||||||
| SENIOR VICE PRESIDENT, CHIEF STRATEGY & EXTERNAL A | 38.00 | 2.00 | Yes (X) | $0 | $337,571 | $47,076 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,472,538 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $671,092 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $6,766,564 | GovernmentGrantsAmt |
| All Other Contributions | $21,943,449 | AllOtherContributionsAmt |
| Noncash Contributions | $1,642,092 | NoncashContributionsAmt |
| Total Contributions | $28,710,013 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROJECT REVENUE | 900099 | $3,036,868 | $3,036,868 |
| LOAN AND BAD DEBT RECOVERY | 900099 | $2,332,503 | $2,332,503 |
| INTEREST ON LOANS | 900099 | $181,983 | $181,983 |
| MANAGEMENT FEES | 900099 | $93,817 | $93,817 |
| SETTLEMENT INCOME | 900099 | $51,661 | $51,661 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,696,832 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,244,216 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$289,030 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,533,246 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $89,477 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $89,477 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,477 | TotalRevenueColumnAmt |
| Exclusion | $89,477 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $61,142,894 | SecuritiesAmt |
| Other | $2,597,548 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,069,292 | SecuritiesAmt |
| Other | $2,595,795 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,073,602 | SecuritiesAmt |
| Other | $1,753 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,075,355 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,753 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $634,853 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,438,749 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,815,893 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,698,585 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $345,823 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,061,472 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,682,145 | TotalAmt |
| Program Services | $13,682,145 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,920,225 | TotalAmt |
| Program Services | $3,128,663 | ProgramServicesAmt |
| Management And General | $1,390,388 | ManagementAndGeneralAmt |
| Fundraising | $401,174 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,965,973 | TotalAmt |
| Program Services | $2,846,929 | ProgramServicesAmt |
| Management And General | $844,978 | ManagementAndGeneralAmt |
| Fundraising | $274,066 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,582 | TotalAmt |
| Program Services | $236,043 | ProgramServicesAmt |
| Management And General | $76,453 | ManagementAndGeneralAmt |
| Fundraising | $26,086 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $563,919 | TotalAmt |
| Program Services | $391,189 | ProgramServicesAmt |
| Management And General | $141,812 | ManagementAndGeneralAmt |
| Fundraising | $30,918 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,774 | TotalAmt |
| Program Services | $373,849 | ProgramServicesAmt |
| Management And General | $135,389 | ManagementAndGeneralAmt |
| Fundraising | $42,536 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,817 | TotalAmt |
| Program Services | $93,817 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,494 | TotalAmt |
| Program Services | $155,512 | ProgramServicesAmt |
| Management And General | $2,982 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,296 | TotalAmt |
| Management And General | $113,296 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,261 | TotalAmt |
| Program Services | $331,261 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,798 | TotalAmt |
| Management And General | $330,798 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,151,234 | TotalAmt |
| Program Services | $1,816,578 | ProgramServicesAmt |
| Management And General | $160,493 | ManagementAndGeneralAmt |
| Fundraising | $174,163 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,554 | TotalAmt |
| Program Services | $245,599 | ProgramServicesAmt |
| Management And General | $49,475 | ManagementAndGeneralAmt |
| Fundraising | $15,480 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35 | TotalAmt |
| Program Services | $35 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,052,873 | TotalAmt |
| Program Services | $1,307,454 | ProgramServicesAmt |
| Management And General | $644,424 | ManagementAndGeneralAmt |
| Fundraising | $100,995 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $422,954 | TotalAmt |
| Program Services | $224,361 | ProgramServicesAmt |
| Management And General | $194,601 | ManagementAndGeneralAmt |
| Fundraising | $3,992 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,080,464 | TotalAmt |
| Program Services | $1,080,464 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355,487 | TotalAmt |
| Program Services | $329,567 | ProgramServicesAmt |
| Fundraising | $25,920 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,328 | TotalAmt |
| Program Services | $1,474 | ProgramServicesAmt |
| Management And General | $39,854 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,366,206 | TotalAmt |
| Program Services | $30,128,841 | ProgramServicesAmt |
| Management And General | $4,133,605 | ManagementAndGeneralAmt |
| Fundraising | $1,103,760 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,786,967 | BOYAmt |
| EOY | $54,040,638 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,920,493 | BOYAmt |
| EOY | $5,762,016 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,409,061 | BOYAmt |
| EOY | $857,124 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,352,600 | BOYAmt |
| EOY | $4,331,515 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $775,532 | BOYAmt |
| EOY | $219,988 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $91,138,723 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,346,346 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,063,854 | BOYAmt |
| EOY | $88,792,377 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,503,151 | BOYAmt |
| EOY | $49,508,166 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,794,173 | BOYAmt |
| EOY | $123,899,267 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,986,555 | BOYAmt |
| EOY | $159,798 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,087 | BOYAmt |
| EOY | $4,106,499 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $354,809,473 | BOYAmt |
| EOY | $331,677,388 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,127,910 | BOYAmt |
| EOY | $1,408,772 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,326,299 | BOYAmt |
| EOY | $4,145,700 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,913,447 | BOYAmt |
| EOY | $8,763,733 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,731,904 | BOYAmt |
| EOY | $41,594,515 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,196,249 | BOYAmt |
| EOY | $1,175,411 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,295,809 | BOYAmt |
| EOY | $57,088,131 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,304,842 | BOYAmt |
| EOY | $73,945,770 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,208,822 | BOYAmt |
| EOY | $200,643,487 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $316,513,664 | BOYAmt |
| EOY | $274,589,257 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $354,809,473 | BOYAmt |
| EOY | $331,677,388 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $18,449,687 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$60,374,094 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPEN SPACE INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521053406 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $70,000 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $70,000 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, SECTION A, LINE 6: | FormAndLineReferenceDesc |
| Explanation | OSILT 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $132,915 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $132,915 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $198,346 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $198,346 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $331,261 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $331,261 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $35,034,945 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $36,750,757 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $35,366,206 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $37,082,018 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $436,883 | CurrentYearMinus3Amt |
| Current Year Minus2 | $303,953 | CurrentYearMinus2Amt |
| Current Year Minus1 | $270,762 | CurrentYearMinus1Amt |
| Current Year | $331,261 | CurrentYearAmt |
| Total | $1,342,859 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $206,415 | CurrentYearMinus3Amt |
| Current Year Minus2 | $108,247 | CurrentYearMinus2Amt |
| Current Year Minus1 | $120,417 | CurrentYearMinus1Amt |
| Current Year | $132,915 | CurrentYearAmt |
| Total | $567,994 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 2 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Grants | $137,500 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $703,849 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Total Easements | 86 | TotalEasementsCnt |
| Total Acreage | 30455.00 | TotalAcreageCnt |
| Modified Easements | 3 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 1950.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $119,351 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $190,367,340 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$33,910,619 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,123,413 | OtherExpendituresAmt |
| End Year Balance | $148,333,308 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $179,244,964 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $18,860,635 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,738,259 | OtherExpendituresAmt |
| End Year Balance | $190,367,340 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $163,533,137 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $23,387,732 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,675,905 | OtherExpendituresAmt |
| End Year Balance | $179,244,964 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $146,629,060 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $24,360,639 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,456,562 | OtherExpendituresAmt |
| End Year Balance | $163,533,137 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $164,610,862 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$10,112,747 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,869,055 | OtherExpendituresAmt |
| End Year Balance | $146,629,060 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $86,538,590 | OtherCostOrOtherBasisAmt |
| Book Value | $86,538,590 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,895,602 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,733,751 | DepreciationAmt |
| Book Value | $2,161,851 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,878 | OtherCostOrOtherBasisAmt |
| Book Value | $8,878 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $433,297 | OtherCostOrOtherBasisAmt |
| Depreciation | $427,702 | DepreciationAmt |
| Book Value | $5,595 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $262,356 | OtherCostOrOtherBasisAmt |
| Depreciation | $184,893 | DepreciationAmt |
| Book Value | $77,463 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $88,792,377 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| NET ASSET VALUE | $106,528,309 | F |
| ALTERNATIVE INVESTMENTS | $17,370,958 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $123,899,267 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT ON SALE | Desc |
| Amt | $1,175,411 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,175,411 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$5,543,603 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$60,374,095 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,584,403 | OtherRevenueAmt |
| Revenue Not Reported | -$58,789,692 | RevenueNotReportedAmt |
| Revenue Subtotal | $53,246,089 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $569,804 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $569,804 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $53,815,893 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $36,551,171 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,754,769 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,754,769 | ExpensesNotReportedAmt |
| Expenses Subtotal | $34,796,402 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $569,804 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $569,804 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $35,366,206 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | PASSIVE FOREIGN INVESTMENT | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $1,959,220 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,959,220 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,959,220 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (43 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| THE OPEN SPACE INSTITUTE INC | ||||||||||
| 1350 BROADWAY RM 201 | NEW YORK | NY | 10018 | 521053406 | 501(C)(3) | $70,000 | $0 | STEWARDSHIP | ||
| LAKE CHAMPLAIN LAND TRUST | ||||||||||
| 1 MAIN STREET SUITE 205 | BURLINGTON | VA | 054015259 | 030267331 | 501(C)(3) | $31,040 | $0 | CONSERVATION EASEMENT | ||
| GEORGIA DEPARTMENT OF NATURAL RESOURCES | ||||||||||
| 2 MARTIN LUTHER KING JR DRIVE SE | ATLANTA | GA | 30334 | 581130945 | 118 | $19,928 | $0 | LAND PROTECTION | SUITE 12522 | |
| LAMAR MOUNDS INC | ||||||||||
| 3606 MASSEYVILLE RD | MACON | GA | 31217 | 581176442 | $1,250,000 | $0 | OCMULGEE MOUNDS LAND ACQUISITION AND PRESERVATION | |||
| US FOREST SERVICE | ||||||||||
| 4931 BROAD RIVER RD | COLUMBIA | SC | 29212 | 720564834 | 115 | $0 | $2,287,363 | LAND CONSERVATION & SUSTAINABILITY | FMV | |
| SOUTH CAROLINA FORESTRY COMMISSION | ||||||||||
| 5500 BROAD RIVER RD | COLUMBIA | SC | 29212 | 770697491 | 115 | $700,000 | $2,219,000 | LAND CONSERVATION & SUSTAINABILITY | FMV | |
| SOUTH CAROLINA DEPARTMENT OF PARKS RECREATION & TOURISM RESOURCES | ||||||||||
| 1205 PENDLETON STREET | COLUMBIA | SC | 29201 | 576000286 | 115 | $0 | $3,007,048 | LAND CONSERVATION & SUSTAINABILITY | FMV | |
| ADIRONDACK FOUNDATION | ||||||||||
| PO BOX 288 | LAKE PLACID | NY | 129460288 | 161535724 | 501(C)(3) | $7,500 | $0 | ADIRONDACKS LAND CONSERVATION AND SUSTAINABILITY | ||
| ADIRONDACK LAND TRUST INC | ||||||||||
| PO BOX 130 | KEENE | NY | 129420130 | 222559576 | 501(C)(3) | $25,000 | $0 | ADIRONDACKS LAND CONSERVATION AND SUSTAINABILITY | ||
| THE ADIRONDACK COUNCIL | ||||||||||
| 103 HAND AVENUE SUITE 3 | ELIZABETHTOWN | NY | 12932 | 141594386 | 501(C)(3) | $35,000 | $0 | ADIRONDACKS LAND CONSERVATION AND SUSTAINABILITY | ||
| AMERICAN FRIENDS OF CANADIAN CONSERVATION | ||||||||||
| 555 POPLAR STREET | MACON | GA | 312012741 | 204817049 | 501(C)(3) | $50,000 | $0 | TRANSBORDER LAND PROTECTION FUND | ||
| CERES INC | ||||||||||
| 99 CHAUNCY ST 6TH FLOOR | BOSTON | MA | 02111 | 223053747 | 501(C)(3) | $25,000 | $0 | LAND CONSERVATION AND SUSTAINABILITY | ||
| DELAWARE HIGHLANDS CONSERVANCY | ||||||||||
| 571 PERKINS POND RD | BEACK LAKE | PA | 184053083 | 232804664 | 501(C)(3) | $25,000 | $0 | DELAWARE RIVER WATERSHED PROTECTION | ||
| D&H CANAL HISTORICAL SOCIETY | ||||||||||
| PO BOX 23 | HIGH FALLS | NY | 12440 | 146038874 | 501(C)(3) | $30,000 | $0 | LAND PROTECTION SUPPORT | ||
| ESF COLLEGE FOUNDATION INC | ||||||||||
| PO BOX 6486 | SYRACUSE | NY | 132176486 | 156023443 | 501(C)(3) | $33,300 | $0 | INDIGENOUS CONSULTATION AND LAND CONSERVATION CURRICULUM DEVELOPMENT | ||
| THE FORT TICONDEROGA ASSOCIATION | ||||||||||
| 102 FORT TI RD | TICONDEROGA | NY | 12883 | 141440924 | 501(C)(3) | $44,000 | $0 | LAKE GEORGE AREA LAND CONSERVATION | ||
| FRENCH & PICKERING CREEKS CONSERVATION TRUST INC | ||||||||||
| 4030 S WHITEHORSE ROAD | DEVAULT | PA | 19432 | 236429095 | 501(C)(3) | $14,900 | $0 | DELAWARE RIVER WATERSHED PROTECTION | ||
| GEORGES RIVER LAND TRUST | ||||||||||
| 8 N MAIN ST STE 200 | ROCKLAND | ME | 048413154 | 010424837 | 501(C)(3) | $6,506 | $0 | GEORGES RIVER WATERSHED PROTECTION | ||
| THE LAND CONSERVANCY OF NEW JERSEY | ||||||||||
| 19 BOONTON AVE | BOONTON | NJ | 070058902 | 222378868 | 501(C)(3) | $39,025 | $0 | DELAWARE RIVER WATERSHED PROTECTION | ||
| LAND TRUST ALLIANCE | ||||||||||
| 1250 H STREET NW SUITE 600 | WASHINGTON | DC | 20005 | 042751357 | 501(C)(3) | $115,000 | $0 | LAND CONSERVATION SUPPORT | ||
| THE LAND TRUST FOR TENNESSEE | ||||||||||
| 4000 FRANKLIN PIKE | NASHVILLE | TN | 372043512 | 621770549 | 501(C)(3) | $132,078 | $0 | APPALACHIAN LANDSCAPE PROTECTION | ||
| LOON ECHO LAND TRUST | ||||||||||
| 8 DEPOT ST STE 4 | BRIDGTON | ME | 040091368 | 222966924 | 501(C)(3) | $50,000 | $0 | SEBAGO LAKE WATERSHED PROTECTION | ||
| LULA LAKE LAND TRUST | ||||||||||
| PO BOX 395 | LOOKOUT MOUNTAIN | GA | 373500395 | 626283607 | 501(C)(3) | $90,000 | $0 | APPALACHIAN LANDSCAPE PROTECTION | ||
| MAHOOSUC LAND TRUST | ||||||||||
| PO BOX 981 | BETHEL | ME | 042170981 | 010447619 | 501(C)(3) | $10,000 | $0 | SEBAGO LAKE WATERSHED PROTECTION | ||
| MAINE APPALACHIAN TRAIL LAND TRUST | ||||||||||
| PO BOX 761 | PORTLAND | ME | 041040761 | 010717546 | 501(C)(3) | $12,000 | $0 | APPALACHIAN LANDSCAPE PROTECTION | ||
| MOHONK PRESERVE | ||||||||||
| 3197 ROUTE 44/55 | GARDINER | NY | 12525 | 141609484 | 501(C)(3) | $45,000 | $0 | NORTHEAST LAND CONSERVATION | ||
| NATIONAL AUDUBON SOCIETY | ||||||||||
| 225 VARICK STREET 7TH FLOOR | NEW YORK | NY | 10014 | 131624102 | 501(C)(3) | $14,950 | $0 | APPALACHIAN LANDSCAPE PROTECTION | ||
| NATURAL LANDS TRUST | ||||||||||
| 1031 PALMERS MILL ROAD | MEDIA | PA | 190631006 | 236272818 | 501(C)(3) | $316,428 | $0 | DELAWARE RIVER WATERSHED AND APPALACHIAN LANDSCAPE PROTECTION | ||
| THE NATURE CONSERVANCY | ||||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | 530242652 | 501(C)(3) | $1,502,433 | $0 | DELAWARE RIVER WATERSHED AND APPALACHIAN LANDSCAPE PROTECTION | ||
| NORTH CAROLINA HISTORIC SITES ALLIANCE | ||||||||||
| 22 LOCHWINNOCK LN | PINEHURST | NC | 283748243 | 873851271 | 501(C)(3) | $8,253 | $0 | APPALACHIAN LANDSCAPE PROTECTION | ||
| NEW JERSEY BIKE & WALK COALITION | ||||||||||
| BOX 140 551 VALLEY ROAD | UPPER MONTCLAIR | NJ | 07043 | 284648049 | 501(C)(3) | $44,000 | $0 | ESSEX HUDSON GREENWAY PROTECTION SUPPORT | ||
| NORTHERN VIRGINIA CONSERVATION TRUST | ||||||||||
| PACKARD CENTER - 4022 HUMMER ROAD | ANNANDALE | VA | 220030000 | 541724626 | 501(C)(3) | $14,670 | $0 | APPALACHIAN LANDSCAPE PROTECTION | ||
| NORTHEAST WILDERNESS TRUST | ||||||||||
| 17 STATE STREET | MONTPELIER | VT | 056023172 | 010729039 | 501(C)(3) | $425,000 | $0 | APPALACHIAN LANDSCAPE PROTECTION | ||
| VERMONT LAND TRUST | ||||||||||
| 8 BAILEY AVE | MONTPELIER | VT | 056022101 | 030264836 | 501(C)(3) | $67,350 | $0 | TRANSBORDER LAND PROTECTION FUND | ||
| PISCATAQUOG LAND CONSERVANCY | ||||||||||
| 5A MILL ST | NEW BOSTON | NH | 030703825 | 237085677 | 501(C)(3) | $15,000 | $0 | NEW ENGLAND APPALACHIAN LANDSCAPE PROTECTION | ||
| PARKS & TRAILS NEW YORK | ||||||||||
| 33 ELK ST | ALBANY | NY | 122071065 | 141753475 | 501(C)(3) | $7,500 | $0 | LAND CONSERVATION SUPPORT | ||
| PUTNEY MOUNTAIN ASSOCIATION | ||||||||||
| PO BOX 953 | PUTNEY | VT | 053460953 | 030316666 | 501(C)(3) | $40,000 | $0 | APPALACHIAN LANDSCAPE PROTECTION | ||
| RANGELEY LAKES HERITAGE TRUST | ||||||||||
| 2424 MAIN ST | RANGELEY | ME | 049704024 | 010472641 | 501(C)(3) | $15,000 | $0 | NEW ENGLAND APPALACHIAN LANDSCAPE PROTECTION | ||
| FRIENDS OF ROCKEFELLER STATE PARK PRESERVE | ||||||||||
| 81 CROTON AVE SUITE 201 | OSSINING | NY | 105624206 | 582295320 | 501(C)(3) | $8,000 | $0 | LAND CONSERVATION SUPPORT | ||
| TENNGREEN LAND CONSERVANCY | ||||||||||
| 1213A 16TH AVE S | NASHVILLE | TN | 372122901 | 621557574 | 501(C)(3) | $541,250 | $0 | APPALACHIAN LANDSCAPE PROTECTION | ||
| THRIVE REGIONAL PARTNERSHIP | ||||||||||
| 832 GEORGIA AVE STE 420 | CHATTANOOGA | TN | 374022263 | 814427391 | 501(C)(3) | $50,000 | $0 | APPALACHIAN LANDSCAPE PROTECTION | ||
| WINDMILL HILL PINNACLE ASSOCIATIONPO BOX 584SAXTONS RIVER VT 05154-0584 | ||||||||||
| PO BOX 584 | SAXTONS RIVER | VT | 051540584 | 030334367 | 501(C)(3) | $115,000 | $0 | APPALACHIAN LANDSCAPE PROTECTION | ||
| TOWN OF WOODSTOCK MAINEPO BOX 317BRYANT POND ME 04219 | ||||||||||
| PO BOX 317 | BRYANT POND | ME | 04219 | 016000449 | 115 | $100,000 | $0 | APPALACHIAN LANDSCAPE PROTECTION | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 37 | Total501c3OrgCnt |
| Total Other Org | 6 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 1 | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | Yes (1) | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE 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-C | IN 2022, THE PRESIDENT AND CEO RECEIVED A ONE-TIME RETENTION BONUS. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,361,790 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | IN KIND INTEREST | 4 | $250,302 | FMV |
| Yes (X) | DONATED LAND | 1 | $30,000 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | SAMUEL W. LAMBERT III, BOARD MEMBER, AND HOLLY HEGENER, BOARD MEMBER, HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF OPEN SPACE INSTITUTE LAND TRUST, INC. IS OPEN SPACE INSTITUTE, INC. ("OSI") |
| FORM 990, PART VI, SECTION A, LINE 7A | THE 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 7B | THE SOLE MEMBER (OPEN SPACE INSTITUTE, INC.) HAS THE AUTHORITY TO REMOVE ANY TRUSTEE WITH OR WITHOUT CAUSE. |
| FORM 990, PART VI, SECTION B, LINE 11B | OUR 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 12C | OPEN 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 19 | OPEN 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| OSI CONSERVATION INVESTMENTS LLC | |||||||||
| 1350 BROADWAY SUITE 201 | NEW YORK | NY | 100187799 | 133028060 | CONSERVATION LAND INVESTMENTS | NY | $0 | $0 | OPEN SPACE INSTITUTE LAND TRUST INC |
| TAHAWUS RAIL LLC | |||||||||
| 1350 BROADWAY SUITE 201 | NEW YORK | NY | 100187799 | 881645486 | CONSERVATION LAND INVESTMENTS | NY | $0 | $2,700,000 | OPEN SPACE INSTITUTE LAND TRUST INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPEN SPACE INSTITUTE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521053406 | EIN |
| Primary Activities | LAND PROTECTION | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRATEGIC CONSERVATION PARTNERS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 BROADWAY SUITE 201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823283734 | EIN |
| Primary Activities | CONSERVATION LAND INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPEN SPACE INSTITUTE LAND TRUST INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $98,243 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $2,467,457 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.50000 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| STRATEGIC CONSERVATION PARTNERS | ||
| S | $28,496 | FEE |
| STRATEGIC CONSERVATION PARTNERS | ||
| S | $1,925,000 | DISTRIBUTION OF CAPITAL |
Affiliated Group Attachment AffiliatedGroupAttachment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Meduim Explanation | PURSUANT 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 10018 | MeduimExplanationTxt |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedScheduleGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPEN SPACE INSTITUTE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 BROADWAY SUITE 201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521053406 | EIN |
| Total Grassroots Lobby | $0 | TotalGrassrootsLobbyAmt |
| Total Direct Lobby | $0 | TotalDirectLobbyAmt |
| Total Lobby Expenditure | $0 | TotalLobbyExpenditureAmt |
| Other Exempt Purpose Expend | $1,715,812 | OtherExemptPurposeExpendAmt |
| Total Exempt Purpose Expend | $1,715,812 | TotalExemptPurposeExpendAmt |
| Lobby Nontx | $235,791 | LobbyNontxAmt |
| Grassroots Nontx | $58,948 | GrassrootsNontxAmt |
| Total Lobby Grssroot Mns Nontx | $0 | TotalLobbyGrssrootMnsNontxAmt |
| Tot Lbby Expend Mns Lobby Nontx | $0 | TotLbbyExpendMnsLobbyNontxAmt |
| Share Excess Lobby Expend | $0 | ShareExcessLobbyExpendAmt |
Comments