OPEN SPACE INSTITUTE LAND TRUST INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- OPEN SPACE INSTITUTE LAND TRUST INC (EIN 13-3028060)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-17
- IRS object ID
- 201622929349300817
- Schema version
- 2015v2.1
- 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 L
- Schedule M
- Schedule O
- Schedule R
- Affiliated Group Attachment
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-17T00:00:00-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113518842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH LLP | 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 | 2015-01-01 | 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 NO 201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100187799 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT K ANDERBERG ESQ | PersonNm |
| Person Title | SVP & GEN. COUNSEL | PersonTitleTxt |
| Phone | 2122908200 | PhoneNum |
| Signature | 2016-10-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT LYONS | PreparerPersonNm |
| PTIN | P00227472 | PTIN |
| Phone | 2125038800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTOPHER J ELLIMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 BROADWAY NO 201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100187799 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $90,022,397 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OSINY.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 HOLDS LAND & CONSERVATION EASEMENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $247,164 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $32,444 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,823,007 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,966,568 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $566,692 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $118,695 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,246,305 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,244,394 | CYInvestmentIncomeAmt |
| PY Other Revenue | $171,459 | PYOtherRevenueAmt |
| CY Other Revenue | $78,900 | CYOtherRevenueAmt |
| PY Total Revenue | $18,807,463 | PYTotalRevenueAmt |
| CY Total Revenue | $33,408,557 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,009,110 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,514,149 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,565,475 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,146,941 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $195,868 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,226,312 | PYOtherExpensesAmt |
| CY Other Expenses | $7,774,466 | CYOtherExpensesAmt |
| PY Total Expenses | $17,800,897 | PYTotalExpensesAmt |
| CY Total Expenses | $19,435,556 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,006,566 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,973,001 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $282,769,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $271,406,737 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,981,059 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,238,219 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $257,788,076 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $250,168,518 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OPEN SPACE INSTITUTE LAND TRUST, INC. IS A SUPPORTING ORGANIZATION OF OPEN SPACE INSTITUTE, INC., BOTH OF WHICH PROTECT SCENIC, NATURAL AND HISTORIC LANDSCAPES TO ENSURE PUBLIC ENJOYMENT, CONSERVE HABITATS AND SUSTAIN COMMUNITY CHARACTER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,363,765 | ExpenseAmt |
| Grant | $2,130,026 | GrantAmt |
| Revenue | $944 | RevenueAmt |
| Desc | THE OPEN SPACE INSTITUTE LAND TRUST (OSILT) BUYS LAND AND CONSERVATION EASEMENTS, PREDOMINANTLY IN THE EASTERN UNITED STATES AND WITH A PARTICULAR FOCUS ON ITS HISTORIC BASE IN NEW YORK STATE. THIS PROGRAM FOCUSES ON PROTECTING SCENIC, HISTORIC, RECREATIONAL AND AGRICULTURAL LANDSCAPES. THIS PROGRAM INCLUDES THE CONVEYANCE OF PROTECTED PROPERTIES TO CONSERVATION BUYERS, BOTH PUBLIC AND PRIVATE. IN 2015, THE ORGANIZATION PROTECTED 4,109 ACRES OF LAND HAVING A FAIR MARKET VALUE OF $12.3 MILLION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,818,026 | ExpenseAmt |
| Grant | $3,057,623 | GrantAmt |
| Revenue | $116,858 | RevenueAmt |
| Desc | OSILT ADMINISTERS A CONSERVATION CAPITAL PROGRAM WHICH PROVIDES GRANTS AND LOANS TO OTHER LAND TRUSTS, TO PROTECT DIVERSE LANDSCAPES THAT INCLUDE PARKS AND PRESERVES, AS WELL AS WORKING FARMS AND FORESTS IN THE EASTERN UNITED STATES AND CANADA. THIS PROGRAM ALSO CONDUCTS RESEARCH AND EDUCATION ACTIVITIES TO IDENTIFY CONSERVATION PRIORITIES AND METHODS OF ATTRACTING OR DEVELOPING NEW FINANCING FOR PERMANENT CONSERVATION. IN 2015, THE ORGANIZATION MADE 22 GRANTS TOTALING $3.1 MILLION RESULTING IN THE PROTECTION OF 16,500 ACRES IN 9 STATES AND PROVINCES WITH A FAIR MARKET VALUE OF $24 MILLION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,788,444 | ExpenseAmt |
| Grant | $326,500 | GrantAmt |
| Revenue | $893 | RevenueAmt |
| Desc | OSILT'S PUBLIC POLICY PROGRAM INCLUDES BOTH THE OUTDOORS AMERICA CAMPAIGN AND THE ALLIANCE FOR NEW YORK STATE PARKS. OUTDOORS AMERICA WAS FORMED TO EDUCATE AND ADVOCATE FOR INCREASED SUPPORT FOR THE FEDERAL LAND AND WATER CONSERVATION FUND. THE ALLIANCE OF NEW YORK STATE PARKS ADVOCATES FOR GREATER PUBLIC SUPPORT TO THE NEW YORK STATE PARK SYSTEM, AND WORKS TO MARSHAL PRIVATE DOLLARS IN SUPPORT OF IMPROVED NEW YORK STATE PARKS MAINTENANCE AND DEVELOPMENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,364,439 | ExpenseAmt |
| Desc | OSILT ADMINISTERS A STEWARDSHIP PROGRAM THAT MONITORS AND ENFORCES MORE THAN 330 CONSERVATION EASEMENTS, IMPLEMENTING COMPLEX DISPOSITION PLANS, OVERSEEING THE MANAGEMENT OF DOZENS OF CONSERVATION PROPERTIES BY THIRD-PARTY PARTNERS AND PROVIDING INTERIM MANAGEMENT FOR PROPERTIES THAT ARE BEING CONVEYED TO THIRD PARTIES, SUCH AS THE STATE OF NEW YORK. THIS PROGRAM ALSO INCLUDES THE ACTIVITIES OF THE BEAVERKILL VALLEY LAND TRUST, INC. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,364,439 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $16,334,674 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | 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 With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | 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 | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | 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 | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH HOLLAND | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JOHN H ADAMS | ||||||||
| CHAIR | 3.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CAROLINE NIEMCZYK | ||||||||
| VICE-CHAIR | 3.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AMELIA SALZMAN | ||||||||
| VICE-CHAIR | 3.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| T JEFFERSON CUNNINGHAM III | ||||||||
| TREASURER | 3.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| EDWARD A AMES | ||||||||
| SECRETARY | 3.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CAROL ASH | ||||||||
| TRUSTEE | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN BABCOCK | ||||||||
| TRUSTEE | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS BATESON | ||||||||
| TRUSTEE | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER A BIENSTOCK | ||||||||
| TRUSTEE | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH BORDEN | ||||||||
| TRUSTEE | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DALE S BRYK | ||||||||
| TRUSTEE | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| GILMAN S BURKE | ||||||||
| TRUSTEE | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN CAHILL | ||||||||
| TRUSTEE | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN J CLEARMAN | ||||||||
| TRUSTEE | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| J MATTHEW DAVIDSON | ||||||||
| TRUSTEE (RESIGNED 5/13/16) | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL J ELSTON | ||||||||
| TRUSTEE | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN ERNST | ||||||||
| TRUSTEE | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSHUA GINSBERG | ||||||||
| TRUSTEE | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| HOLLY HEGENER | ||||||||
| TRUSTEE | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SAMUEL G HUBER | ||||||||
| TRUSTEE | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SAMUEL W LAMBERT III | ||||||||
| TRUSTEE | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| YUKI MOORE LAURENTI | ||||||||
| TRUSTEE | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| W BARNABAS MCHENRY | ||||||||
| TRUSTEE | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE O ROBERTS | ||||||||
| TRUSTEE | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH SMITH | ||||||||
| TRUSTEE | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| HUME R STEYER | ||||||||
| TRUSTEE | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA F SULLIVAN | ||||||||
| TRUSTEE | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS WRIGHT | ||||||||
| TRUSTEE | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER J ELLIMAN | ||||||||
| PRESIDENT & CEO | 34.70 | 0.30 | Yes (X) | $437,621 | $0 | $62,892 | ||
| PETER HOWELL | ||||||||
| EXECUTIVE VP, CONSERVATION CAPITAL | 33.50 | 1.50 | Yes (X) | $234,017 | $0 | $36,098 | ||
| ROBERT K ANDERBERG | ||||||||
| VP & GENERAL COUNSEL | 32.30 | 2.70 | Yes (X) | $206,610 | $4,764 | $36,717 | ||
| ALICE GLEASON SENIOR VP | ||||||||
| FINANCE AND CFO (RESIGNED 6/15/16) | 28.00 | 7.00 | Yes (X) | $195,700 | $0 | $35,457 | ||
| JOSEPH G HOLLAND | ||||||||
| ASSISTANT TREASURER & CONTROLLER | 34.40 | 0.60 | Yes (X) | $115,568 | $348 | $11,065 | ||
| SAMAYLA DEUTCH | ||||||||
| VP & ASSOCIATE GENERAL COUNSEL | 34.20 | 0.80 | Yes (X) | $183,171 | $3,509 | $34,339 | ||
| TALLY BLUMBERG | ||||||||
| SENIOR VP OF PROGRAMS | 32.30 | 2.70 | Yes (X) | $192,642 | $9,038 | $42,774 | ||
| ERIK KULLESEID | ||||||||
| SENIOR VP, ALLIANCE FOR NYS PARKS | 35.00 | 0.00 | Yes (X) | $191,580 | $0 | $43,215 | ||
| TERRENCE NOLAN | ||||||||
| SENIOR VP, CONSERVATION TRANSACTIONS | 35.00 | 0.00 | Yes (X) | $193,260 | $0 | $43,350 | ||
| JENNIFER MELVILLE | ||||||||
| VP, CONSERVATION GRANTS & LOANS | 34.70 | 0.30 | Yes (X) | $110,416 | $0 | $30,986 | ||
| NATE BERRY | ||||||||
| VICE PRESIDENT | 35.00 | 0.00 | Yes (X) | $104,264 | $736 | $32,982 | ||
| JEAN CHEN ASST SEC | ||||||||
| & ASSOCIATE COUNSEL (LEFT 3/2/15) | 28.80 | 6.20 | Yes (X) | $68,655 | $1,494 | $8,755 | ||
| LESLIE KANE SZYNAL | ||||||||
| DIRECTOR, OUTDOORS AMERICA | 35.00 | 0.00 | $204,434 | $0 | $44,380 | Yes (X) | ||
| EILEEN LARRABEE | ||||||||
| ASS. DIR., ALLIANCE FOR NYS PARKS | 35.00 | 0.00 | $138,714 | $0 | $38,876 | Yes (X) | ||
| LORIJEANNE MOODY | ||||||||
| DIRECTOR, DEVELOPMENT | 35.00 | 0.00 | $103,029 | $386 | $12,092 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,679,681 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $20,275 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $513,978 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MOMBACCUS EXCAVATING INC | |||||
| 710 CHERRYTOWN ROAD | KERHONKSON | NY | 12446 | TRAIL CONSTRUCTION | $696,276 |
| BARTON & LOGUIDICE | |||||
| 290 ELWOOD DAVIS ROAD | SYRACUSE | NY | 13220 | PROJECT ADMIN. & DESIGN | $195,808 |
| PRIME BUCHHOLZ & ASSOCIATES | |||||
| 273 CORPORATE DRIVE | PORTSMOUTH | NH | 03801 | INVESTMENT CONSULTANT | $148,930 |
| THOMAS LENNON FILMS INC | |||||
| 419 WEST 22ND STREET 4 | NEW YORK | NY | 10011 | FILM PRODUCTION | $122,601 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $348,890 | GovernmentGrantsAmt |
| All Other Contributions | $12,617,678 | AllOtherContributionsAmt |
| Noncash Contributions | $6,563,659 | NoncashContributionsAmt |
| Total Contributions | $12,966,568 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INTEREST ON LOANS | 900099 | $108,665 | $108,665 |
| SERVICE INCOME | 900099 | $10,030 | $10,030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $118,695 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $691,468 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $247,164 | UnrelatedBusinessRevenueAmt |
| Exclusion | $444,304 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $70,189 | 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 | $70,189 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,189 | TotalRevenueColumnAmt |
| Exclusion | $70,189 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $76,166,766 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $56,613,840 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,552,926 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,552,926 | TotalRevenueColumnAmt |
| Exclusion | $19,552,926 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $8,711 | TotalRevenueColumnAmt |
| Exclusion | $8,711 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,711 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,408,557 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $118,695 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $247,164 | UnrelatedBusinessRevenueAmt |
| Exclusion | $20,076,130 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,431,369 | TotalAmt |
| Program Services | $5,431,369 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,780 | TotalAmt |
| Program Services | $82,780 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,233,503 | TotalAmt |
| Program Services | $1,232,208 | ProgramServicesAmt |
| Management And General | $941,348 | ManagementAndGeneralAmt |
| Fundraising | $59,947 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,598,449 | TotalAmt |
| Program Services | $2,199,091 | ProgramServicesAmt |
| Management And General | $337,814 | ManagementAndGeneralAmt |
| Fundraising | $61,544 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,216 | TotalAmt |
| Program Services | $249,114 | ProgramServicesAmt |
| Management And General | $92,333 | ManagementAndGeneralAmt |
| Fundraising | $8,769 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $636,578 | TotalAmt |
| Program Services | $452,808 | ProgramServicesAmt |
| Management And General | $167,830 | ManagementAndGeneralAmt |
| Fundraising | $15,940 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,195 | TotalAmt |
| Program Services | $233,450 | ProgramServicesAmt |
| Management And General | $86,527 | ManagementAndGeneralAmt |
| Fundraising | $8,218 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,111 | TotalAmt |
| Program Services | $35,253 | ProgramServicesAmt |
| Management And General | $24,858 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,735 | TotalAmt |
| Program Services | $80,975 | ProgramServicesAmt |
| Management And General | $14,760 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,575 | TotalAmt |
| Program Services | $352,575 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $579,382 | TotalAmt |
| Management And General | $579,382 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,300,584 | TotalAmt |
| Program Services | $2,224,752 | ProgramServicesAmt |
| Management And General | $75,832 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,628 | TotalAmt |
| Program Services | $42,001 | ProgramServicesAmt |
| Management And General | $84,777 | ManagementAndGeneralAmt |
| Fundraising | $850 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $928,720 | TotalAmt |
| Program Services | $646,598 | ProgramServicesAmt |
| Management And General | $260,441 | ManagementAndGeneralAmt |
| Fundraising | $21,681 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,774 | TotalAmt |
| Program Services | $131,712 | ProgramServicesAmt |
| Management And General | $41,751 | ManagementAndGeneralAmt |
| Fundraising | $1,311 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,051 | TotalAmt |
| Program Services | $15,521 | ProgramServicesAmt |
| Management And General | $39,530 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,626 | TotalAmt |
| Program Services | $63,626 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,136 | TotalAmt |
| Program Services | $86,136 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,364 | TotalAmt |
| Program Services | $133,592 | ProgramServicesAmt |
| Management And General | $27,772 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LOSS ON REAL ESTATE | $1,864,102 | $1,864,102 | ||
| REAL ESTATE TAXES | $488,435 | $488,435 | ||
| OTHER EXPENSES | $167,256 | $92,983 | $65,906 | $8,367 |
| COST OF EASEMENTS | $164,984 | $164,984 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,003 | TotalAmt |
| Program Services | $30,609 | ProgramServicesAmt |
| Management And General | $64,153 | ManagementAndGeneralAmt |
| Fundraising | $9,241 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,435,556 | TotalAmt |
| Program Services | $16,334,674 | ProgramServicesAmt |
| Management And General | $2,905,014 | ManagementAndGeneralAmt |
| Fundraising | $195,868 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,463,828 | BOYAmt |
| EOY | $49,903,543 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $800,433 | BOYAmt |
| EOY | $806,393 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,510 | BOYAmt |
| EOY | $243,450 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,202,694 | BOYAmt |
| EOY | $6,113,933 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $835,361 | BOYAmt |
| EOY | $966,614 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $24,286,738 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,417,656 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,704,260 | BOYAmt |
| EOY | $22,869,082 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,333,697 | BOYAmt |
| EOY | $56,935,484 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,240,352 | BOYAmt |
| EOY | $129,545,626 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,000,000 | BOYAmt |
| EOY | $4,022,612 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,769,135 | BOYAmt |
| EOY | $271,406,737 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $659,624 | BOYAmt |
| EOY | $192,377 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $929,325 | BOYAmt |
| EOY | $413,368 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,703,846 | BOYAmt |
| EOY | $14,598,331 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,029,231 | BOYAmt |
| EOY | $5,572,063 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $659,033 | BOYAmt |
| EOY | $462,080 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,981,059 | BOYAmt |
| EOY | $21,238,219 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,062,386 | BOYAmt |
| EOY | $72,365,964 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,725,690 | BOYAmt |
| EOY | $177,802,554 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,788,076 | BOYAmt |
| EOY | $250,168,518 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,769,135 | BOYAmt |
| EOY | $271,406,737 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $13,973,001 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$21,559,982 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$32,577 | 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 | 0 | FederalGrantAuditRequiredInd |
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 | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | 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 DIVERSE LANDSCAPES THAT INCLUDE PARKS AND PRESERVES AS WELL AS WORKING FARMS AND FORESTS IN THE EASTERN UNITED STATES AND CANADA. | 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 | $193,248 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $193,248 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $159,327 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $159,327 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $352,575 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $352,575 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $19,082,981 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $20,255,830 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $19,435,556 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $20,608,405 | 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 | $242,187 | CurrentYearMinus3Amt |
| Current Year Minus2 | $295,769 | CurrentYearMinus2Amt |
| Current Year Minus1 | $311,195 | CurrentYearMinus1Amt |
| Current Year | $352,575 | CurrentYearAmt |
| Total | $1,201,726 | 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 | $121,227 | CurrentYearMinus3Amt |
| Current Year Minus2 | $171,046 | CurrentYearMinus2Amt |
| Current Year Minus1 | $117,937 | CurrentYearMinus1Amt |
| Current Year | $193,248 | CurrentYearAmt |
| Total | $603,458 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 2 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $117,500 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $2,021,860 | 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 | 329 | TotalEasementsCnt |
| Total Acreage | 36618.00 | TotalAcreageCnt |
| Modified Easements | 9 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 4363.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $314,878 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $161,209,214 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,665,319 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,930,261 | OtherExpendituresAmt |
| End Year Balance | $151,613,634 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $164,204,032 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,533,638 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,528,456 | OtherExpendituresAmt |
| End Year Balance | $161,209,214 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $155,092,616 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $21,719,924 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,608,508 | OtherExpendituresAmt |
| End Year Balance | $164,204,032 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $141,803,316 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $21,817,706 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,528,406 | OtherExpendituresAmt |
| End Year Balance | $155,092,616 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $144,825,486 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,454,134 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,476,304 | OtherExpendituresAmt |
| End Year Balance | $141,803,316 | 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 | $22,040,737 | OtherCostOrOtherBasisAmt |
| Book Value | $22,040,737 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,975,183 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,158,177 | DepreciationAmt |
| Book Value | $817,006 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $270,488 | OtherCostOrOtherBasisAmt |
| Depreciation | $259,479 | DepreciationAmt |
| Book Value | $11,009 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $330 | OtherCostOrOtherBasisAmt |
| Book Value | $330 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $22,869,082 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATELY MANAGED INVESTMENTS | $124,456,095 | F |
| COMMON/COLLECTIVE TRUST FUND | $5,089,531 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $129,545,626 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSIT ON SALE | $459,547 |
| SECURITY DEPOSIT PAYABLE | $2,533 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $462,080 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 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 USED FOR THE PURPOSE OF ACQUIRING 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. THE MALCOLM GORDON CHARITABLE ENDOWMENT FUNDS ARE CLASSIFIED AS TEMPORARILY RESTRICTED BECAUSE THE GRANTOR REQUIRED THAT THE FUNDS BE DEVOTED TO ENVIRONMENTAL EDUCATION. |
| PART X, LINE 2: | THE ORGANIZATION BELIEVES IT HAD NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2015 AND 2014 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. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| NORTH AMERICA | 0 | 0 | GRANT TO RECIPIENT LOCATED IN TRANSBORDER CANADA | LAND ACQUISITION AND STEWARDSHIP | $82,780 |
| NORTH AMERICA | 0 | 0 | PASSIVE FOREIGN INVESTMENT | N/A | $3,908,585 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | PASSIVE FOREIGN INVESTMENT | N/A | $5,544,116 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $9,535,481 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $9,535,481 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | RegionTxt |
| Purpose Of Grant | TRANSBORDER GRANT | PurposeOfGrantTxt |
| Cash Grant | $82,780 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Description Of Non Cash Asst | N/A | DescriptionOfNonCashAsstTxt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F PART 1,LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTEES EXECUTE A WRITTEN AGREEMENT WHICH REQUIRES THEM TO SUBMIT WRITTEN REPORTS TO OSILT FOR THE PERIOD OF THE AGREEMENT. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (33 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| ASHBURNHAM CONSERVATION TRUST | ||||||||||
| PO BOX 354 | ASHBURNHAM | MA | 01430 | 043504474 | 501(C)(3) | $11,000 | $0 | N/A | N/A | MASSACHUSETTS ACCREDITATION |
| ADIRONDACK COUNCIL INC | ||||||||||
| PO BOX D-2 | ELIZABETHTOWN | NY | 12932 | 141594386 | 501(C)(3) | $25,000 | $0 | N/A | N/A | LAND PRESERVATION |
| AGRICULTURAL STEWARDSHIP ASSOCIATION | ||||||||||
| 2531 NY 40 | GREENWICH | NY | 12834 | 223084628 | 501(C)(3) | $206,718 | $0 | N/A | N/A | EASEMENT PURCHASE |
| APPALACHIAN MOUNTAIN CLUB | ||||||||||
| 5 JOY ST | BOSTON | MA | 02108 | 046001677 | 501(C)(3) | $27,500 | $0 | N/A | N/A | OUTDOORS AMERICA CAMPAIGN |
| BEAR PAW REGIONAL GREENWAYS | ||||||||||
| PO BOX 19 | DEERFIELD | NH | 03037 | 043340659 | 501(C)(3) | $175,000 | $0 | N/A | N/A | LAND ACQUISITION |
| D&H CANAL HISTORICAL SOCIETY | ||||||||||
| 23 MOHONK ROAD | HIGH FALLS | NY | 12440 | 146038874 | 501(C)(3) | $150,000 | $0 | N/A | N/A | LAND ACQUISITION |
| DELAWARE HIGHLANDS CONSERVANCY | ||||||||||
| 508 RIVER STREET | HAWLEY | PA | 18428 | 232804664 | 501(C)(3) | $59,565 | $0 | N/A | N/A | LAND ACQUISITION |
| FRENCH & PICKERING CREEKS CONSERVATION TRUST | ||||||||||
| KIMBERTON ROAD | PHOENIXVILLE | PA | 19460 | 236429095 | 501(C)(3) | $250,000 | $0 | N/A | N/A | LAND ACQUISITION |
| GREATER WORCESTER LAND TRUST | ||||||||||
| 4 ASH STREET | WORCESTER | MA | 01604 | 222857318 | 501(C)(3) | $11,000 | $0 | N/A | N/A | MASSACHUSETTS ACCREDITATION |
| BRANDYWINE CONSERVANCY & MUSEUM OF ART | ||||||||||
| PO BOX 141 | CHADDS FORD | PA | 19317 | 516020908 | 501(C)(3) | $275,949 | $0 | N/A | N/A | LAND ACQUISITION |
| HIGHSTEAD FOUNDATION | ||||||||||
| 127 LONETOWN ROAD | REDDING | CT | 06896 | 061108612 | 501(C)(3) | $34,000 | $0 | N/A | N/A | LAND PRESERVATION |
| NATURAL HERITAGE TRUST | ||||||||||
| 625 BROADWAY | ALBANY | NY | 12207 | 161019635 | 501(C)(3) | $512,500 | $0 | N/A | N/A | PARKS PRESERVATION |
| NEW JERSEY CONSERVATION FOUNDATION | ||||||||||
| 170 LONGVIEW ROAD | FAR HILLS | NJ | 07931 | 226065456 | 501(C)(3) | $448,279 | $0 | N/A | NA | LAND ACQUISITION |
| TOWN OF BERNE | ||||||||||
| PO BOX 57 | BERNE | NY | 12023 | $0 | $497,975 | FAIR MARKET VALUE | 358 ACRE TENZIN GYATSO PARCEL | LAND ACQUISITION | ||
| QUEENSBURY LAND CONSERVANCY | ||||||||||
| 169 HAVILAND ROAD | QUEENSBURY | NY | 12804 | 141828898 | 501(C)(3) | $9,000 | $285,157 | BOOK VALUE | 69 ACRE FAITH BIBLE PARCEL | LAND PRESERVATION |
| SARATOGA PLAN | ||||||||||
| 112 SPRING STREET 202 | SARATOGA SPRINGS | NY | 12866 | 141706013 | 501(C)(3) | $260,000 | $0 | N/A | N/A | EASEMENT ACQUISITION |
| THE NATURE CONSERVANCY | ||||||||||
| 322 8TH AVENUE 16 | NEW YORK | NY | 10001 | 530242652 | 501(C)(3) | $450,000 | $0 | N/A | N/A | LAND ACQUISITION |
| TRUST FOR PUBLIC LAND | ||||||||||
| 116 NEW MONTGOMERY ST | SAN FRANCISCO | CA | 94105 | 237222333 | 501(C)(3) | $832,050 | $0 | N/A | N/A | LAND ACQUISITION |
| NATURAL LANDS TRUST | ||||||||||
| 1031 PALMERS MILL ROAD | MEDIA | PA | 19063 | 236272818 | 501(C)(3) | $217,800 | $0 | N/A | N/A | PA HIGHLANDS/NJ BAYSHORE LAND GRANT |
| JEWISH NATIONAL FUND | ||||||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | 131659627 | 501(C)(3) | $25,000 | $0 | N/A | N/A | LAND PRESERVATION |
| THE LAND CONSERVANCY OF NEW JERSEY | ||||||||||
| 19 BOONTON AVENUE | BOONTON | NJ | 07005 | 222378868 | 501(C)(3) | $30,000 | $0 | N/A | N/A | DUKE WILDLIFE CLIMATE ADAPTATION LAND GRANT |
| REGIONAL PLAN ASSOCIATION INC | ||||||||||
| 4 IRVING PL 7TH FLOOR | NEW YORK | NY | 10003 | 131624154 | 501(C)(3) | $9,990 | $0 | N/A | N/A | LOWER HUDSON VALLEY SMART GROWTH GRANT |
| (no name) | ||||||||||
| SMART GROWTH GRANT | ||||||||||
| MOHONK PRESERVE INC | ||||||||||
| PO BOX 715 | NEW PALTZ | NY | 12561 | 141609484 | 501(C)(3) | $193,332 | $0 | N/A | N/A | ROAD AND TRAIL RESTORATION |
| NORTH CAROLINA WILDLIFE FEDERATION | ||||||||||
| 1024 WASHINGTON STREET | RALEIGH | NC | 27605 | 561564376 | 501(C)(3) | $12,000 | $0 | N/A | N/A | LAND PRESERVATION |
| ORANGE COUNTY LAND TRUST INC | ||||||||||
| 23 WHITE OAK DRIVE | CHESTER | NY | 10918 | 133692034 | 501(C)(3) | $7,500 | $0 | N/A | N/A | LAND PRESERVATION |
| (no name) | ||||||||||
| LAND PRESERVATION | ||||||||||
| SOUTH CAROLINA WILDLIFE FEDERATION | ||||||||||
| 215 PICKENS STREET | COLUMBIA | SC | 29205 | 570602549 | 501(C)(3) | $12,000 | $0 | N/A | N/A | OUTDOORS AMERICA CAMPAIGN |
| THE CONSERVATION FUND | ||||||||||
| 1655 N FORT MYER DRIVE | ARLINGTON | VA | 22209 | 521388917 | 501(C)(3) | $50,000 | $0 | N/A | N/A | LAND ACQUISITION |
| (no name) | ||||||||||
| LAND PRESERVATION | ||||||||||
| VERMONT LAND TRUST INC | ||||||||||
| 8 BAILEY AVENUE | MONTPELIER | VT | 05602 | 030264836 | 501(C)(3) | $60,765 | $0 | N/A | N/A | LAND ACQUISITION |
| WESTERN FOOTHILLS LAND TRUST | ||||||||||
| 445 MAIN STREET | NORWAY | ME | 04268 | 016083123 | 501(C)(3) | $200,000 | $0 | N/A | N/A | LAND ACQUISITION |
| (no name) | ||||||||||
| LAND PRESERVATION | ||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 28 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTEES EXECUTE A WRITTEN AGREEMENT WHICH REQUIRES THEM TO SUBMIT WRITTEN REPORTS TO OSILT FOR THE PERIOD OF THE AGREEMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | 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 (10 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 & CEO | $437,621 | $0 | $0 | $0 | $0 | $0 | $35,000 | $0 | $27,892 | $0 | $500,513 | $0 | $0 | $0 |
| PETER HOWELL | ||||||||||||||
| EXECUTIVE VP, CONSERVATION CAPITAL | $234,017 | $0 | $0 | $0 | $0 | $0 | $18,721 | $0 | $17,377 | $0 | $270,115 | $0 | $0 | $0 |
| ROBERT K ANDERBERG | ||||||||||||||
| VP & GENERAL COUNSEL | $206,610 | $4,764 | $0 | $0 | $0 | $0 | $16,529 | $381 | $19,360 | $447 | $242,499 | $5,592 | $0 | $0 |
| ALICE GLEASON SENIOR VP | ||||||||||||||
| FINANCE AND CFO (RESIGNED 6/15/16) | $195,700 | $0 | $0 | $0 | $0 | $0 | $15,656 | $0 | $19,801 | $0 | $231,157 | $0 | $0 | $0 |
| SAMAYLA DEUTCH | ||||||||||||||
| VP & ASSOCIATE GENERAL COUNSEL | $183,171 | $3,509 | $0 | $0 | $0 | $0 | $14,654 | $281 | $19,039 | $365 | $216,864 | $4,155 | $0 | $0 |
| TALLY BLUMBERG | ||||||||||||||
| SENIOR VP OF PROGRAMS | $192,642 | $9,038 | $0 | $0 | $0 | $0 | $14,207 | $667 | $26,650 | $1,250 | $233,499 | $10,955 | $0 | $0 |
| ERIK KULLESEID | ||||||||||||||
| SENIOR VP, ALLIANCE FOR NYS PARKS | $191,580 | $0 | $0 | $0 | $0 | $0 | $15,326 | $0 | $27,889 | $0 | $234,795 | $0 | $0 | $0 |
| TERRENCE NOLAN | ||||||||||||||
| SENIOR VP, CONSERVATION TRANSACTIONS | $193,260 | $0 | $0 | $0 | $0 | $0 | $15,461 | $0 | $27,889 | $0 | $236,610 | $0 | $0 | $0 |
| LESLIE KANE SZYNAL | ||||||||||||||
| DIRECTOR, OUTDOORS AMERICA | $204,434 | $0 | $0 | $0 | $0 | $0 | $16,480 | $0 | $27,900 | $0 | $248,814 | $0 | $0 | $0 |
| EILEEN LARRABEE | ||||||||||||||
| ASS. DIR., ALLIANCE FOR NYS PARKS | $138,714 | $0 | $0 | $0 | $0 | $0 | $11,274 | $0 | $27,602 | $0 | $177,590 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| STEPHEN CLEARMAN | |||
| SEE PART V | $134,050 | SEE PART V | 0 |
| HUME STEYER | |||
| SEE PART V | SEE PART V | 0 | |
| CHRISTOPHER ELLIMAN | |||
| SEE PART V | SEE PART V | 0 | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV: | FormAndLineReferenceDesc |
| Explanation | STEPHEN CLEARMAN IS A TRUSTEE OF BOTH OSI AND OSILT. MR. CLEARMAN IS ALSO A MANAGING PARTNER OF KINDERHOOK, LP, IN WHICH OSILT HAS INVESTED. MANAGEMENT FEES PAID BY OSILT TO KINDERHOOK, LP DURING THE TAXABLE YEAR ENDING 12/31/15 TOTALED $134,050. IN ACCORDANCE WITH OSI'S CONFLICT OF INTEREST POLICY, MR. CLEARMAN RECUSES HIMSELF FROM ANY DECISION REGARDING OSILT'S INVESTMENT IN KINDERHOOK, LP. IN ADDITION, AS OF THE END OF 2015, OSILT WITHDREW FROM KINDERHOOK, LP, ALTHOUGH ADDITIONAL DISTRIBUTIONS WILL OCCUR IN THE 2016 CALENDAR YEAR.HUME STEYER IS A TRUSTEE OF BOTH OSI AND OSILT. MR. STEYER AND A LAW FIRM IN WHICH HE IS A PARTNER REPRESENT SEVERAL HEDGE FUNDS IN WHICH OSILT HAS INVESTED. MR. STEYER ALSO REPRESENTS MEMBERS OF TWO FAMILIES WHICH HAVE SOLD LAND TO OSILT. IN ACCORDANCE WITH OSI'S CONFLICT OF INTEREST POLICY, MR. STEYER RECUSES HIMSELF FROM ANY DECISION REGARDING THE INVESTMENT IN SUCH HEDGE FUNDS AND PURCHASE OF SUCH LANDS. THE BOARD OF TRUSTEES OF OSILT AUTHORIZED THE ACQUISITION OF A CONSERVATION EASEMENT PROTECTING THE 3,777 ACRE BLACK ROCK FOREST PRESERVE IN ORANGE COUNTY, NEW YORK WHICH OPENED UP 18 MILES OF RECREATIONAL TRAILS ON THE PRESERVE FOR PUBLIC USE. CHRISTOPHER ELLIMAN, PRESIDENT AND CEO OF OSI AND OSILT, IS ALSO A VOLUNTEER TRUSTEE OF THE BLACK ROCK FOREST PRESERVE, A CHARITABLE ORGANIZATION THAT IS ENGAGED IN CONSERVATION AND SCIENTIFIC RESEARCH. SUBSEQUENTLY IN 2016, OSILT ACQUIRED THE CONSERVATION EASEMENT AND DONATED IT TO THE NEW YORK STATE OFFICE OF PARKS, RECREATION AND HISTORIC PRESERVATION. IN ACCORDANCE WITH OSI'S CONFLICT OF INTEREST POLICY, MR. ELLIMAN RECUSED HIMSELF FROM ANY DECISION REGARDING THE ACQUISITION OF THE CONSERVATION EASEMENT ON THE BLACK ROCK FOREST PRESERVE. OSILT LEASED APPROXIMATELY 1,017 ACRES OF UNDEVELOPED LAND LOCATED IN GEORGETOWN COUNTY, SOUTH CAROLINA TO THE BUTLER CONSERVATION FUND, A CHARITABLE FOUNDATION ENGAGED IN CONSERVATION WORK AND PUBLIC OUTDOOR EDUCATION. CHRISTOPHER ELLIMAN, PRESIDENT AND CEO OF OSI AND OSILT, IS ALSO A VOLUNTEER TRUSTEE OF THE BUTLER CONSERVATION FUND. IN ACCORDANCE WITH OSI'S CONFLICTS OF INTEREST POLICY, MR. ELLIMAN RECUSED HIMSELF FROM ANY DECISION REGARDING THE LEASE OF THE 1,017 ACRES OF LAND TO THE BUTLER CONSERVATION FUND. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $69,178 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,325,121 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $169,360 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF OPEN SPACE INSTITUTE LAND TRUST, INC. IS OPEN SPACE INSTITUTE, INC. OPEN SPACE INSTITUTE, INC. HAS A FISCAL SPONSORSHIP PROGRAM, THE CITIZEN ACTION PROGRAM, WHICH SUPPORTS LOCAL COMMUNITY GROUPS WORKING TO PROTECT NATURAL HABITATS AND HAS AN ENVIRONMENTAL EDUCATION PROGRAM WHICH MAKES GRANTS TO LOCAL ORGANIZATIONS FOR ENVIRONMENTAL EDUCATION. REFER TO THE OPEN SPACE INSTITUTE, INC. FORM 990 FOR A FURTHER DESCRIPTION OF THE ORGANIZATION'S MISSION AND MOST SIGNIFICANT ACTIVITIES. |
| 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 B, LINE 11 | 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 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 HIMSELF OR HERSELF 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 B, LINE 15 | THE PROCESS OF DETERMINING COMPETITIVE COMPENSATION FOR TOP MANAGEMENT AND KEY EMPLOYEES INVOLVES OUR COMPENSATION COMMITTEE WORKING WITH AN INDEPENDENT COMPENSATION CONSULTANT. THE COMMITTEE PERFORMS AN ANNUAL ASSESSMENT OF THE RESPONSIBILITIES AND PERFORMANCE OF THE CEO/PRESIDENT (OTHER TOP MANAGEMENT AND KEY EMPLOYEES ARE REVIEWED AT LEAST ANNUALLY BY THE CEO/PRESIDENT). 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. |
| PART VII, SECTION A, COLUMN D: | OFFICER COMPENSATION ALLOCATED TO THE ENTITY AMOUNTED TO $2,679,681 AS REPORTED IN PART VII, SECTION A, COLUMN D. THE TOTAL COMPENSATION FOR SELECT OFFICERS PAID BY THE CONSOLIDATED GROUP IS REPORTED ON SCHEDULE J, PART II. |
| FORM 990, PART IX, LINE 11G | CONSULTING FEES - PROGRAM: PROGRAM SERVICE EXPENSES 1,908,930. MANAGEMENT AND GENERAL EXPENSES 55,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,964,430. DEED/EASEMENT FEES: PROGRAM SERVICE EXPENSES 36,526. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,526. EASEMENT MONITORING FEES: PROGRAM SERVICE EXPENSES 8,855. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,855. SURVEY FEES: PROGRAM SERVICE EXPENSES 126,003. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 126,003. APPRAISAL FEES: PROGRAM SERVICE EXPENSES 64,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,000. LAND & EASEMENT PLANNING/POLLS: PROGRAM SERVICE EXPENSES 10,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,000. CONSTRUCTION: PROGRAM SERVICE EXPENSES 69,206. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69,206. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 1,232. MANAGEMENT AND GENERAL EXPENSES 20,332. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,564. |
| FORM 990, PART XI, LINE 9: | IN-KIND INTEREST INCOME 21,336. IN-KIND INTEREST EXPENSE -2,998. PROGRAM-RELATED LOANS AT LESS THAN MARKET INTEREST RATE -50,915. |
| PART XII LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| PART XII, LINE 2C: | DESCRIPTION OF THE ORGANIZATION'S AUDIT COMMITTEE: THE AUDIT COMMITTEE OF THE OPEN SPACE INSTITUTE, INC., A SUPPORTED ORGANIZATION OF THE OPEN SPACE INSTITUTE LAND TRUST, INC., IS ALSO THE AUDIT COMMITTEE OF OPEN SPACE INSTITUTE LAND TRUST, INC. AND IS RESPONSIBLE FOR THE OVERSIGHT OF OUR FINANCIAL STATEMENTS AND SELECTION OF OUR INDEPENDENT ACCOUNTANT. THE COMMITTEE MEETS QUARTERLY TO REVIEW COMPLEX TRANSACTIONS AND INTERIM FINANCIAL STATEMENTS TO OBTAIN A BETTER UNDERSTANDING OF THE CURRENT FINANCIAL CONDITION OF THE ORGANIZATION. ON AN ANNUAL BASIS, OUR AUDIT COMMITTEE REVIEWS THE REPORT TO THE AUDIT COMMITTEE PREPARED BY OUR OUTSIDE AUDITORS AND THE CONSOLIDATED FINANCIAL STATEMENTS OF OUR ORGANIZATION. THE AUDIT COMMITTEE PERIODICALLY REVIEWS, NOT LESS THAN EVERY FIVE YEARS, THE NEED TO REPLACE OUR INDEPENDENT ACCOUNTANT BASED ON CERTAIN CRITERIA. THE CRITERIA CONSIDERED INCLUDE DETERMINING IF THE INDEPENDENT ACCOUNTANT POSSESSES A HIGH LEVEL OF KNOWLEDGE OF ACCOUNTING STANDARDS AND PRINCIPLES, GENERALLY, AND NOT FOR PROFIT ACCOUNTING KNOWLEDGE, SPECIFICALLY, AND IF THEY CAN COMPLETE THE REQUIRED WORK IN A TIMELY MANNER AT A COMPETITIVE PRICE. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSI CONSERVATION INVESTMENTS 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 | 100187799 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133028060 | EIN |
| Primary Activities | INVESTMENT VEHICLE | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPEN SPACE INSTITUTE LAND TRUST INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OPEN SPACE INSTITUTE INC | |||||||||||
| 1350 BROADWAY | NEW YORK | NY | 10018 | 521053406 | LAND PROTECTION | NY | 501(C)(3) | 7 | N/A | 0 | |
| BEAVERKILL VALLEY LAND TRUST INC | |||||||||||
| 1350 BROADWAY | NEW YORK | NY | 10018 | 133545322 | LAND PROTECTION | NY | 501(C)(3) | 11 | 0 | OPEN SPACE INSTITUTE INC | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | 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 | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| OPEN SPACE INSTITUTE INC | ||
| N | $1,132,043 | ALLOCATED EXPENSES |
| OPEN SPACE INSTITUTE INC | ||
| O | $6,013,109 | ALLOCATED EXPENSES |
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 | $1,172,849 | OtherExemptPurposeExpendAmt |
| Total Exempt Purpose Expend | $1,172,849 | TotalExemptPurposeExpendAmt |
| Lobby Nontx | $192,285 | LobbyNontxAmt |
| Grassroots Nontx | $48,071 | GrassrootsNontxAmt |
| Total Lobby Grssroot Mns Nontx | $0 | TotalLobbyGrssrootMnsNontxAmt |
| Tot Lbby Expend Mns Lobby Nontx | $0 | TotLbbyExpendMnsLobbyNontxAmt |
| Share Excess Lobby Expend | $0 | ShareExcessLobbyExpendAmt |
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