2021-11-09T08:46:24-06:00 2020-12-31 113518842 MARKS PANETH LLP 685 THIRD AVENUE NEW YORK NY 10017 990 2020-01-01 521053406 OPEN SPACE INSTITUTE INC OPEN 2122908200 1350 BROADWAY NO 201 NEW YORK NY 100187799 ALICE GLEASON CFO 2122908200 2021-11-04 1 ALICE GLEASON 999009999 MAGDALENA M CZERNIAWSKI P00535099 2125038800 2021-11-04 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ALICE GLEASON 1350 BROADWAY NO 201 NEW YORK NY 100187799 1729129 0 X WWW.OSINY.ORG X 1974 NY OSI AND ITS SUPPORTING ORGANIZATION, OPEN SPACE INSTITUTE LAND TRUST, PROTECTS LAND. 28 28 62 28 0 0 2837643 1494264 123315 62108 -242 167183 -25497 5574 2935219 1729129 1472192 1329134 0 0 488252 411006 0 0 4288 338332 304237 2298776 2044377 636443 -315248 9076469 8735707 1716431 1537026 7360038 7198681 THE OPEN SPACE INSTITUTE, INC. (OSI) CONSERVES SCENIC, NATURAL AND HISTORIC LANDS IN THE EASTERN US AND CANADA, TO PROTECT HABITAT, WATER SOURCES, IMPROVE PARKS AND ENSURE ACCESS TO AND SOCIAL EQUITY IN OPEN SPACES. 0 0 1154250 1154250 67682 BEAVERKILL VALLEY LAND PROTECTION: OSI HAS PROTECTED MORE THAN 10,000 ACRES IN THE WESTERN CATSKILLS REGION OF NEW YORK STATE, INCLUDING THE SCENIC BEAVERKILL VALLEY. THESE EFFORTS INCLUDE ESTABLISHING AND FUNDING AN INDEPENDENT PUBLIC CHARITY, THE BEAVERKILL VALLEY LAND TRUST, INC. (BVLT), IN ORDER TO FURTHER THE CONSERVATION OF THIS IMPORTANT REGION. IN 2020 OSI TRANSFERRED LAND TO BVLT; MADE RESTRICTIVE GRANTS TO BVLT; AND PROVIDED SUBSTANTIAL IN-KIND SERVICES TO BVLT IN ORDER TO FURTHER ITS PROGRAM OF PROTECTING THE BEAVERKILL VALLEY. 584358 74884 CONSERVATION COMMUNITIES: OSI SUPPORTS GRASSROOTS ORGANIZATIONS; PROMOTES YOUNG ENVIRONMENTAL LEADERS; PROVIDES GRANTS FOR ENVIRONMENTAL EDUCATION. THE CITIZEN ACTION INITIATIVE SUPPORTED 24 GROUPS IN 2020, MANY OF WHICH ADDRESS URBAN ENVIRONMENTAL ISSUES BY PROVIDING FINANCIAL, LEGAL, AND ADMINISTRATIVE SUPPORT. OSI ALSO ADMINISTERS THE MALCOLM GORDON CHARITABLE FUND AND THE BARNABAS MCHENRY HUDSON RIVER VALLEY AWARDS FUND TO MAKE GRANTS FOR LAND CONSERVATION, PUBLIC EDUCATION, AND THE RECOGNITION OF THE NEXT GENERATION OF ENVIRONMENTAL LEADERS. LIKEWISE, OSI'S CONSERVATION DIVERSITY FELLOWSHIP SEEKS TO PROMOTE GREATER DIVERSITY WITHIN THE CONSERVATION AND ENVIRONMENTAL FIELDS BY PROVIDING RECENT GRADUATES ONE-YEAR, SALARIED FELLOWSHIPS AT OSI. 100000 100000 OSI SAVES LAND TO PROTECT WATER SOURCES; CREATE AND MAKE PARKS MORE WELCOMING; FIGHT CLIMATE CHANGE; PROVIDE WILDLIFE HABITAT; AND STRENGTHEN COMMUNITIES. THESE GOALS ARE REALIZED THROUGH ITS SUPPORTING ORGANIZATION, THE OPEN SPACE INSTITUTE LAND TRUST (OSILT). WORKING IN THE EASTERN U.S. AND CANADA, OSILT ACHIEVES THESE GOALS THROUGH DIRECT LAND ACQUISITION AND CONSERVATION EASEMENTS. OSILT ALSO PROVIDES GRANTS AND LOANS, PRIMARILY TO OTHER LAND TRUSTS IN SELECTED GEOGRAPHIES THAT PROTECT WATER QUALITY, SECURE HABITAT, AND FIGHT CLIMATE CHANGE, WHILE DEFENDING AGAINST ITS EFFECTS. IN 2020, OSILT PROTECTED 17,600 ACRES WITH A FAIR MARKET VALUE OF $23.4 MILLION AND MADE 16 GRANTS TOTALING $1.7 MILLION, PROTECTING 6,304 ACRES IN SIX STATES AND PROVINCES WITH A FAIR VALUE OF $7.6 MILLION. 1838608 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 103 0 1 62 1 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY CA CT DC FL GA MA ME NC NH NJ PA SC TN WA X ALICE GLEASON CFO 2122908200 1350 BROADWAY SUITE 201 NEW YORK NY 100187799 AMELIA SALZMAN CO-CHAIRPERSON OF THE BOARD 3.00 3.00 X X 0 0 0 ANSON FRELINGHUYSEN BOARD MEMBER 1.00 1.00 X 0 0 0 CALVIN MITCHELL BOARD MEMBER 1.00 1.00 X 0 0 0 CAROL ASH VICE-CHAIRPERSON OF THE BOARD 3.00 3.00 X X 0 0 0 CAROLINE NIEMCZYK BOARD MEMBER 1.00 1.00 X 0 0 0 DALE S BRYK BOARD MEMBER 1.00 1.00 X 0 0 0 DOUGLAS BATESON BOARD MEMBER 1.00 1.00 X 0 0 0 ELIZABETH BORDEN BOARD MEMBER 1.00 1.00 X 0 0 0 GILMAN S BURKE BOARD MEMBER 1.00 1.00 X 0 0 0 GIORGIOS VLAMIS BOARD MEMBER 1.00 1.00 X 0 0 0 HOLLY HEGENER BOARD MEMBER 1.00 1.00 X 0 0 0 HUME R STEYER SECRETARY 1.00 1.00 X X 0 0 0 JENNIFER CUNNINGHAM BOARD MEMBER 1.00 1.00 X 0 0 0 JOHN ADAMS CO-CHAIRPERSON OF THE BOARD 3.00 3.00 X X 0 0 0 JOHN CAHILL BOARD MEMBER 2.00 2.00 X 0 0 0 JOHN ERNST BOARD MEMBER 1.00 1.00 X 0 0 0 JOSHUA GINSBERG PHD TREASURER 3.00 3.00 X X 2500 0 0 KATE SINDLING DALY BOARD MEMBER 1.00 1.00 X 0 0 0 KATHERINE O ROBERTS BOARD MEMBER 1.00 1.00 X 0 0 0 LEA PAINE HIGHET BOARD MEMBER 1.00 1.00 X 0 0 0 PATRICIA F SULLIVAN BOARD MEMBER 1.00 1.00 X 0 0 0 PAUL J ELSTON BOARD MEMBER (OUTGOING) 1.00 1.00 X 0 0 0 PETER A BIENSTOCK BOARD MEMBER 3.00 3.00 X 0 0 0 SAMUEL G HUBER BOARD MEMBER 1.00 1.00 X 0 0 0 SAMUEL W LAMBERT III BOARD MEMBER 1.00 1.00 X 0 0 0 SUSAN BABCOCK BOARD MEMBER 1.00 1.00 X 0 0 0 T JEFFERSON CUNNINGHAM III BOARD MEMBER 3.00 3.00 X 0 0 0 W BARNABUS MCHENRY BOARD MEMBER 1.00 1.00 X 0 0 0 YUKI MOORE LAURENTI BOARD MEMBER 1.00 1.00 X 0 0 0 ALICE GLEASON SR VICE PRESIDENT FINANCE 2.00 38.00 X 228434 0 42222 CHRISTOPHER J ELLIMAN PRESIDENT & CEO 2.00 38.00 X 465503 0 75349 EILEEN LARABEE SR VP - COMMINICATIONS 2.00 38.00 X 196956 0 51491 JEFFREY LEJAVA VP - ASSOC. GEN COUNSEL 2.00 38.00 X 188625 0 54090 JENNIFER MELVILLE VP - CONSERVATION 2.00 38.00 X 140388 0 40701 JOSEPH HOLLAND ASSISTANT TREASURER 2.00 38.00 X 142974 0 14554 KATHLEEN MOSER CHIEF CONSERVATION OFFICER 2.00 38.00 X 225076 0 6216 LORIJEANE MOODY VP - DEVELOPMENT 2.00 38.00 X 181633 0 48528 NATHAN BERRY SR VICE PRESIDENT 2.00 38.00 X 223142 0 47410 PETER HOWELL EXECUTIVE VP, CONSERVATION 2.00 38.00 X 253904 0 43137 PETER KARIS VP - PARKS AND STEWARDSHIP 2.00 38.00 X 131736 0 45143 ROBERT K ANDERBERG SR VICE PRESIDENT-GENERAL 2.00 38.00 X 230418 0 43191 SAMAYLA DEUTCH SR VICE PRESIDENT-GENERAL 2.00 38.00 X 235364 0 45339 STEVEN HOROWITZ CHIEF LEGAL & RISK OFFICER (OUTGOING) 2.00 38.00 X 293944 0 37827 TALLY BLUMBERG CHIEF PROGRAM OFFICER 2.00 38.00 X 318176 0 57015 TERRENCE NOLAN SR VP - CONSERVATION (OUTGOING) 2.00 38.00 X 210990 0 48722 ABIGAIL WEINBERG DIRECTOR OF RESEARCH 2.00 38.00 X 138181 0 33208 BROOKS KIERAN-KAUFMAN STAFF ATTORNEY 2.00 38.00 X 148667 0 30741 IRENE LEE DIRECTOR LAND PROJECTS 2.00 38.00 X 131215 0 47901 LESLEY KANE SZYNAL DIRECTOR - OUTDOORS AMERICA 2.00 38.00 X 230301 0 53779 REBEKAH GERARD DIRECTOR - ADMINISTRATION 2.00 38.00 X 134747 0 24979 4452874 0 891543 29 0 1 0 VAN DUSEN & STEVES LLC 169 HAVILAND ROAD QUEENSBURY NY 12804 CONSULTING SERVICES 179926 PAULUS SOKOLOWSKI & SARTOR LLC PO BOX 4039 WARREN NJ 07059 CONSULTING SERVICES 159594 CONSERVATION PATHWAYS LLC PO BOX 625 SAN ANSELMO CA 94979 CONSULTING SERVICES 119398 TAHAWUS TRAILS LLC PO BOX 31 ACCORD NY 12404 CONSTRUCTION SERVICES 116509 WINNING STRATEGIES PUBLIC RELATIONS LLC 550 BROAD STREET NEWARK NJ 07102 PUBLIC RELATIONS 107179 7 113226 1381038 68013 1494264 MANAGEMENT FEES 900099 26847 26847 REVENUE RECOVERY 900099 18663 18663 SETTLEMENT REVENUE 900099 11198 11198 SERVICE INCOME 900099 5400 5400 62108 35243 35243 131940 0 131940 131940 131940 MISCELLANEOUS 900099 5574 5574 5574 1729129 67682 0 167183 1329134 1329134 119971 62956 57015 226471 161548 64923 14110 11158 2952 29778 22421 7357 20676 14145 6531 26847 26847 8398 8398 3866 3866 5391 5391 89562 87374 2188 5933 4527 1406 101594 101594 3905 2443 1462 90 90 32219 32219 MISCELLANEOUS 14205 2242 7675 4288 PROPERTY MAINTENANCE 12227 12219 8 2044377 1838608 201481 4288 513 176595 5638877 4935173 64615 60534 3429572 2651070 885663 778502 1976255 2201575 510546 583328 9076469 8735707 731098 591643 985333 945383 1716431 1537026 X 4122404 4315443 3237634 2883238 7360038 7198681 9076469 8735707 X -315248 154551 -660 X X 0 1 X 1 0 X 828870 1680360 3761533 2837643 1494264 10602670 828870 1680360 3761533 2837643 1494264 10602670 3689068 6913602 38225 61771 10065 750 35243 146054 23900 31200 69519 25447 5574 155640 10904364 949348 0.63400 0.61530 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 36,519. 2019 AMOUNT: $ 2,247. 2020 AMOUNT: $ 5,574. FUNDRAISING INCOME - 2016 AMOUNT: $ 23,900. 2017 AMOUNT: $ 31,200. 2018 AMOUNT: $ 33,000. 2019 AMOUNT: $ 23,200. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 108247 195706 303953 2044377 29161085 2044377 29465038 252219 1000000 63055 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 328578 357444 436883 303953 1426858 250000 250000 250000 250000 1000000 1500000 113171 134441 206415 108247 562274 1302869 123231 1426100 1174094 128775 1302869 1317749 -143655 1174094 1215940 101809 1317749 1159417 56523 1215940 1.00000 0 1 1 209795 132152 77643 2894980 2229848 665132 324797 289070 35727 778502 DEPOSITS ON LEASE 1400 DEFERRED COMPENSATION. 581928 583328 DEFERRED RENT 359430 DEFERRED COMPENSATION PAYABLE 581928 SECURITY DEPOSITS PAYABLE 4025 945383 X 54338663 154551 52460374 52614925 1723738 5391 5391 1729129 27736345 26472359 26472359 1263986 5391 775000 780391 2044377 PART V, LINE 4: THE MALCOLM GORDON CHARITABLE ENDOWMENT FUNDS WERE CLASSIFIED AS TEMPORARILY RESTRICTED BECAUSE THE GRANTOR WHO ESTABLISHED THE TRUST REQUIRED THAT THE FUNDS BE DEVOTED TO ENVIRONMENTAL EDUCATION GRANTS. AFTER THE TRUST WAS DISSOLVED IN AUGUST 2012, THE ORGANIZATION CONTINUED TO CONSIDER THESE FUNDS TO BE TEMPORARILY RESTRICTED. PART X, LINE 2: THE ORGANIZATION BELIEVES IT HAD NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2020 AND 2019 IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("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 ENTITIES' REVENUE 52,937,131. CONSOLIDATING ELIMINATIONS -476,097. TRANSFER FROM NET ASSETS -660. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITIES' EXPENSES 26,948,456. CONSOLIDATING ELIMINATIONS -476,097. PART XII, LINE 4B - OTHER ADJUSTMENTS: LAND TRANSFERRED TO BEAVERKILL REPORTED PRIOR YEAR ON FS 775,000. 1 BANNERMAN'S CASTLE TRUST PO BOX 843 GLENHAM NY 12527 061410979 501(C)(3) 8000 MALCOLM GORDON CHARITABLE FUND BEAVERKILL VALLEY LAND TRUST INC 1350 BROADWAY RM 201 NEW YORK NY 10018 133545322 501(C)(3) 100000 818226 APPRAISAL 16 PARCELS OF FEE LAND STEWARDSHIP CONSTITUTION MARSH AUDUBON CENTER AND SANCTUARY 127 WARREN LANDING RD GARRISON NY 10524 131624102 501(C)(3) 10000 MALCOLM GORDON CHARITABLE FUND ECOLOGICAL CITIZENS PROJECT INC 69 S MOUNTAIN PASS GARRISON NY 10524 812903289 501(C)(3) 8000 MALCOLM GORDON CHARITABLE FUND HUDSON HIGHLANDS NATURE MUSEUM 120 MUSER DR CORNWALL NY 12518 133528266 501(C)(3) 15000 MALCOLM GORDON CHARITABLE FUND STONEY KILL FOUNDATION INC 79 FARMSTEAD LN WAPPINGER FALLS NY 12590 132917536 501(C)(3) 13000 MALCOLM GORDON CHARITABLE FUND THE BEACON INSTITUTE FOR RIVERS & ESTUARIES 199 MAIN ST BEACON NY 12508 141883215 501(C)(3) 8000 MALCOLM GORDON CHARITABLE FUND 7 PART I, LINE 2: GRANTEES EXECUTE A WRITTEN AGREEMENT WHICH REQUIRES THEM TO SUBMIT WRITTEN REPORTS TO OSI FOR THE PERIOD OF THE AGREEMENT. X 1 1 X X X X X X 1 1 0 0 0 0 0 1 0 CHRISTOPHER J ELLIMAN PRESIDENT & CEO 458516 0 1000 0 5987 0 22800 0 52549 0 540852 0 0 0 TALLY BLUMBERG CHIEF PROGRAM OFFICER 315990 0 1000 0 1186 0 22800 0 34215 0 375191 0 0 0 STEVEN HOROWITZ CHIEF LEGAL & RISK OFFICER (OUTGOING 165219 0 0 0 128725 0 0 0 37827 0 331771 0 0 0 PETER HOWELL EXECUTIVE VP, CONSERVATION 250271 0 1000 0 2633 0 20570 0 22567 0 297041 0 0 0 LESLEY KANE SZYNAL DIRECTOR - OUTDOORS AMERICA 227264 0 1500 0 1537 0 18773 0 35006 0 284080 0 0 0 SAMAYLA DEUTCH SR VICE PRESIDENT-GENERAL 233277 0 1000 0 1087 0 19256 0 26083 0 280703 0 0 0 ROBERT K ANDERBERG SR VICE PRESIDENT-GENERAL 224945 0 1000 0 4473 0 18480 0 24711 0 273609 0 0 0 ALICE GLEASON SR VICE PRESIDENT FINANCE 225914 0 1000 0 1520 0 18480 0 23742 0 270656 0 0 0 NATHAN BERRY SR VICE PRESIDENT 221835 0 1000 0 307 0 18040 0 29370 0 270552 0 0 0 TERRENCE NOLAN SR VP - CONSERVATION (OUTGOING) 210412 0 0 0 578 0 17216 0 31506 0 259712 0 0 0 EILEEN LARABEE SR VP - COMMINICATIONS 195265 0 1000 0 691 0 16192 0 35299 0 248447 0 0 0 JEFFREY LEJAVA VP - ASSOC. GEN COUNSEL 186690 0 1500 0 435 0 15791 0 38299 0 242715 0 0 0 KATHLEEN MOSER CHIEF CONSERVATION OFFICER 222730 0 1000 0 1346 0 5580 0 636 0 231292 0 0 0 LORIJEANE MOODY VP - DEVELOPMENT 179493 0 1500 0 640 0 15349 0 33179 0 230161 0 0 0 JENNIFER MELVILLE VP - CONSERVATION 138062 0 1500 0 826 0 11378 0 29323 0 181089 0 0 0 BROOKS KIERAN-KAUFMAN STAFF ATTORNEY 146499 0 2000 0 168 0 0 0 30741 0 179408 0 0 0 IRENE LEE DIRECTOR LAND PROJECTS 128808 0 2000 0 407 0 11082 0 36819 0 179116 0 0 0 PETER KARIS VP - PARKS AND STEWARDSHIP 129986 0 1500 0 250 0 10928 0 34215 0 176879 0 0 0 ABIGAIL WEINBERG DIRECTOR OF RESEARCH 135991 0 2000 0 190 0 11436 0 21772 0 171389 0 0 0 REBEKAH GERARD DIRECTOR - ADMINISTRATION 132323 0 2000 0 424 0 5527 0 19452 0 159726 0 0 0 JOSEPH HOLLAND ASSISTANT TREASURER 138541 0 2000 0 2433 0 11360 0 3194 0 157528 0 0 0 PART I, LINES 4A-B STEVEN HOROWITZ, THE FORMER CHIEF LEGAL AND RISK OFFICER, RECEIVED $111,667 IN SEVERANCE IN 2020. THIS AMOUNT IS INCLUDED ON SCHEDULE J, PART II, COLUMN B(III). PART I, LINE 7 BONUSES DISPLAYED ON SCHEDULE J, PART II, COLUMN B(II) WERE APPROVED BY THE BOARD OF DIRECTORS. X 5 24787 FMV X 1 43226 APPRAISAL 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 SAMUEL W. LAMBERT III, BOARD MEMBER, AND HOLLY HEGENER, BOARD MEMBER, HAVE A FAMILY RELATIONSHIP. HOLLY HEGENER IS SAMUEL LAMBERT'S STEP DAUGHTER. 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, INC. HAS A CONFLICT OF INTEREST POLICY WHICH REQUIRES ALL INTERESTED PERSONS 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, INC. HAS THE POWER TO TAKE REMEDIAL ACTION IF THE CONFLICT POLICY IS VIOLATED. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS OF DETERMINING COMPETITIVE COMPENSATION FOR TOP MANAGEMENT AND KEY EMPLOYEES INVOLVES OSI'S COMPENSATION COMMITTEE WORKING WITH AN INDEPENDENT COMPENSATION CONSULTANT. THE COMMITTEE PERFORMS AN ANNUAL ASSESSMENT OF THE RESPONSIBILITIES AND PERFORMANCE OF THE CEO/PRESIDENT AND OTHER TOP MANAGEMENT. THE COMMITTEE ALSO UTILIZES COMPENSATION SURVEYS AND INFORMATION GLEANED FROM FORM 990S OF COMPARABLE ORGANIZATIONS TO DETERMINE APPLICABLE COMPENSATION RATES. ONCE REASONABLE AND COMPETITIVE COMPENSATION RATES ARE ESTABLISHED, THEY ARE APPROVED BY THE COMPENSATION COMMITTEE. 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 XI, LINE 9: TRANSFER OF NET ASSETS -660. PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. OPEN SPACE INSTITUTE LAND TRUST INC 1350 BROADWAY NEW YORK NY 10018 133028060 LAND CONSERVATION NY 501(C)(3) LINE 12A, I OPEN SPACE INSTITUTE INC 1 STRATEGIC CONSERVATION PARTNERS LLC 1350 BROADWAY NEW YORK NY 10018 823283734 CONSERVATION LAND INVESTMENTS NY N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 OPEN SPACE INSTITUTE LAND TRUST INC C 113226 FMV 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 LAND TRUST, INC. 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