OPEN SPACE INSTITUTE INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- OPEN SPACE INSTITUTE INC (EIN 52-1053406)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-17
- IRS object ID
- 201642929349300524
- 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 G
- Schedule I
- Schedule J
- Schedule L
- 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 | 521053406 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPEN SPACE INSTITUTE 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 & GENERAL 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 | $1,063,776 | 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 | 1974 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | OPEN SPACE INSTITUTE AND ITS SUPPORTING ORGANIZATION, OPEN SPACE INSTITUTE LAND TRUST, PROTECT SCENIC, NATURAL AND HISTORIC LANDSCAPES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 49 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,851,500 | PYContributionsGrantsAmt |
| CY Contributions Grants | $811,877 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $176,787 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $186,285 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,064 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,074 | CYInvestmentIncomeAmt |
| PY Other Revenue | $121,606 | PYOtherRevenueAmt |
| CY Other Revenue | $43,058 | CYOtherRevenueAmt |
| PY Total Revenue | $2,154,957 | PYTotalRevenueAmt |
| CY Total Revenue | $1,042,294 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,305,786 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $469,898 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $318,575 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $154,490 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $51,742 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,089,167 | PYOtherExpensesAmt |
| CY Other Expenses | $548,461 | CYOtherExpensesAmt |
| PY Total Expenses | $2,713,528 | PYTotalExpensesAmt |
| CY Total Expenses | $1,172,849 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$558,571 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$130,555 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,383,971 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,828,397 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,494,411 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,090,647 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,889,560 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,737,750 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OPEN SPACE INSTITUTE PROTECTS 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 | $789,986 | ExpenseAmt |
| Grant | $390,398 | GrantAmt |
| Revenue | $185,335 | RevenueAmt |
| Desc | THE OPEN SPACE INSTITUTE (OSI) HAS A FISCAL SPONSORSHIP PROGRAM, CITIZEN ACTION, WHICH SUPPORTS LOCAL COMMUNITY GROUPS WORKING TO PROTECT NATURAL HABITATS, MAKE CITIES MORE LIVABLE, ENHANCE LOCAL COMMUNITIES, PROVIDE ENVIRONMENTAL EDUCATION AND CONNECT PEOPLE WITH THE LAND. THROUGH OSI'S BOARD OF TRUSTEES, STAFF AND CONSULTANTS, THE FISCAL SPONSORSHIP PROGRAM ALSO PROVIDES TECHNICAL, LEGAL AND ADMINISTRATIVE ASSISTANCE TO COMMUNITY GROUPS PARTICIPATING IN THE PROGRAM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $101,678 | ExpenseAmt |
| Grant | $79,500 | GrantAmt |
| Revenue | $950 | RevenueAmt |
| Desc | OSI HAS AN ENVIRONMENTAL EDUCATION PROGRAM WHICH INCLUDES BOTH THE MALCOLM GORDON CHARITABLE FUND WHICH MAKES GRANTS TO LOCAL ORGANIZATIONS FOR ENVIRONMENTAL EDUCATION PROGRAMS AND THE BARNABUS MCHENRY HUDSON RIVER VALLEY AWARDS PROGRAM WHICH ANNUALLY GRANTS FUNDS TO YOUNG LEADERS UNDERTAKING EXEMPLARY PROJECTS THAT MAKE SIGNIFICANT CONTRIBUTIONS IN ENVIRONMENTAL CONSERVATION, HISTORIC PRESERVATION, TOURISM, AND THE ARTS IN THE HUDSON RIVER VALLEY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OSI, THROUGH ITS SUPPORTING ORGANIZATION, OPEN SPACE INSTITUTE LAND TRUST ("OSILT"), BUYS LAND AND CONSERVATION EASEMENTS TO PROTECT SCENIC, HISTORICAL, RECREATIONAL AND AGRICULTURAL LANDSCAPES. IN ADDITION, OSILT ALSO 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. IN 2015, OSILT PROTECTED 4,109 ACRES HAVING A FAIR MARKET VALUE OF $12.3 MILLION. IN ADDITION, OSILT MADE 23 GRANTS TOTALING $3.1 MILLION, RESULTING IN THE PROTECTION OF 15,677 ACRES OF LAND IN 9 STATES AND PROVINCES WITH A FAIR MARKET VALUE OF $24 MILLION. REFER TO THE OSILT FORM 990 FOR A FURTHER DESCRIPTION OF OSILT'S MISSION AND SIGNIFICANT ACTIVITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $891,664 | 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 | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | 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 | 0 | 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 | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 111 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 49 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | 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 (40 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 |
|---|---|---|---|---|---|---|---|
| JOHN H ADAMS | |||||||
| CHAIRMAN | 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 | |||||||
| BOARD MEMBER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN BABCOCK | |||||||
| BOARD MEMBER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS BATESON | |||||||
| BOARD MEMBER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| PETER A BIENSTOCK | |||||||
| BOARD MEMBER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH BORDEN | |||||||
| BOARD MEMBER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| DALE S BRYK | |||||||
| BOARD MEMBER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| GILMAN S BURKE | |||||||
| BOARD MEMBER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN CAHILL | |||||||
| BOARD MEMBER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN J CLEARMAN | |||||||
| BOARD MEMBER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| J MATTHEW DAVIDSON | |||||||
| BOARD MEMBER (RESIGNED 5/13/16) | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL J ELSTON | |||||||
| BOARD MEMBER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN ERNST | |||||||
| BOARD MEMBER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| JOSHUA GINSBERG | |||||||
| BOARD MEMBER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| HOLLY HEGENER | |||||||
| BOARD MEMBER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| SAMUEL G HUBER | |||||||
| BOARD MEMBER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| SAMUEL W LAMBERT III | |||||||
| BOARD MEMBER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| YUKI MOORE LAURENTI | |||||||
| BOARD MEMBER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| W BARNABAS MCHENRY | |||||||
| BOARD MEMBER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| KATHERINE O ROBERTS | |||||||
| BOARD MEMBER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH SMITH | |||||||
| BOARD MEMBER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| HUME R STEYER | |||||||
| BOARD MEMBER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA F SULLIVAN | |||||||
| BOARD MEMBER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS WRIGHT | |||||||
| BOARD MEMBER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER ELLIMAN | |||||||
| PRESIDENT & CEO | 0.20 | 34.80 | Yes (X) | $0 | $437,621 | $62,892 | |
| PETER HOWELL | |||||||
| EXECUTIVE VP, CONSERVATION CAPITAL | 1.50 | 33.50 | Yes (X) | $0 | $234,017 | $36,098 | |
| ROBERT K ANDERBERG | |||||||
| VP & GENERAL COUNSEL | 2.30 | 32.70 | Yes (X) | $4,521 | $206,853 | $36,717 | |
| ALICE GLEASON SENIOR VP | |||||||
| FINANCE & CFO (RESIGNED 6/15/16) | 7.00 | 28.00 | Yes (X) | $0 | $195,700 | $35,457 | |
| JOSEPH HOLLAND | |||||||
| ASSISTANT TREASURER & CONTROLLER | 0.60 | 34.40 | Yes (X) | $0 | $115,916 | $11,065 | |
| SAMAYLA DEUTCH | |||||||
| VP & ASSOCIATE GENERAL COUNSEL | 0.80 | 34.20 | Yes (X) | $3,509 | $183,171 | $34,339 | |
| TALLY BLUMBERG | |||||||
| SENIOR VP OF PROGRAMS | 2.70 | 32.30 | Yes (X) | $9,038 | $192,642 | $42,774 | |
| ERIK KULLESEID | |||||||
| SENIOR VP, ALLIANCE FOR NYS PARKS | 0.00 | 35.00 | Yes (X) | $0 | $191,580 | $43,215 | |
| TERRENCE NOLAN | |||||||
| SENIOR VP, CONSERVATION TRANSACTIONS | 0.00 | 35.00 | Yes (X) | $0 | $193,260 | $43,350 | |
| JENNIFER MELVILLE | |||||||
| VP, CONSERVATION GRANTS & LOANS | 0.30 | 34.70 | Yes (X) | $0 | $110,416 | $30,986 | |
| NATE BERRY | |||||||
| VICE PRESIDENT | 0.00 | 35.00 | Yes (X) | $0 | $105,000 | $32,983 | |
| JEAN CHEN ASST SEC | |||||||
| ASSOCIATE COUNSEL (LEFT 3/2/15) | 6.10 | 28.90 | Yes (X) | $1,494 | $68,655 | $8,755 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $18,562 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,234,831 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $418,631 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $158,100 | FundraisingAmt |
| Government Grants | $12,806 | GovernmentGrantsAmt |
| All Other Contributions | $640,971 | AllOtherContributionsAmt |
| Noncash Contributions | $24,226 | NoncashContributionsAmt |
| Total Contributions | $811,877 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SERVICE INCOME | 900099 | $104,045 | $104,045 |
| ADMISSION FEES | 900099 | $48,312 | $48,312 |
| MANAGEMENT FEES | 900099 | $33,928 | $33,928 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $186,285 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,156 | TotalRevenueColumnAmt |
| Exclusion | $1,156 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $43,058 | 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 | $43,058 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,058 | TotalRevenueColumnAmt |
| Exclusion | $43,058 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $82 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$82 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$82 | TotalRevenueColumnAmt |
| Exclusion | -$82 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $21,400 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $158,100 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $21,400 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,042,294 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $186,285 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $44,132 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,898 | TotalAmt |
| Program Services | $469,898 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,562 | TotalAmt |
| Program Services | $18,562 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,928 | TotalAmt |
| Program Services | $135,928 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,304 | TotalAmt |
| Program Services | $7,023 | ProgramServicesAmt |
| Management And General | $281 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,541 | TotalAmt |
| Program Services | $5,485 | ProgramServicesAmt |
| Management And General | $15,056 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,837 | TotalAmt |
| Program Services | $90,908 | ProgramServicesAmt |
| Management And General | $9,929 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,742 | TotalAmt |
| Program Services | $22,761 | ProgramServicesAmt |
| Management And General | $63,744 | ManagementAndGeneralAmt |
| Fundraising | $16,237 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,130 | TotalAmt |
| Program Services | $5,648 | ProgramServicesAmt |
| Management And General | $22,464 | ManagementAndGeneralAmt |
| Fundraising | $18 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,564 | TotalAmt |
| Program Services | $26,232 | ProgramServicesAmt |
| Management And General | $24,311 | ManagementAndGeneralAmt |
| Fundraising | $30,021 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,730 | TotalAmt |
| Management And General | $54,730 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $119,328 | $74,934 | $38,928 | $5,466 |
| PROGRAM MANAGEMENT FEES | $33,929 | $33,929 | ||
| PROPERTY MAINTENANCE | $356 | $356 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,172,849 | TotalAmt |
| Program Services | $891,664 | ProgramServicesAmt |
| Management And General | $229,443 | ManagementAndGeneralAmt |
| Fundraising | $51,742 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278 | BOYAmt |
| EOY | $639 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,498,111 | BOYAmt |
| EOY | $3,217,636 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,055 | BOYAmt |
| EOY | $3,060 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $526,284 | BOYAmt |
| EOY | $469,898 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,492,961 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,081,588 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $444,924 | BOYAmt |
| EOY | $411,373 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,863,319 | BOYAmt |
| EOY | $1,725,791 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,383,971 | BOYAmt |
| EOY | $5,828,397 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,376 | BOYAmt |
| EOY | $1,003,599 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,147,035 | BOYAmt |
| EOY | $1,087,048 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,494,411 | BOYAmt |
| EOY | $2,090,647 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,508,027 | BOYAmt |
| EOY | $1,537,917 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,381,533 | BOYAmt |
| EOY | $2,199,833 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,889,560 | BOYAmt |
| EOY | $3,737,750 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,383,971 | BOYAmt |
| EOY | $5,828,397 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$130,555 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$21,255 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,269,485 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,006,255 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,458,958 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,851,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $811,877 | CurrentTaxYearAmt |
| Total | $25,398,075 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,269,485 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,006,255 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,458,958 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,851,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $811,877 | CurrentTaxYearAmt |
| Total | $25,398,075 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $25,398,075 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $121,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $96,771 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90,777 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,063 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,214 | CurrentTaxYearAmt |
| Total | $396,491 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,530 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,413 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,082 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $82,483 | CurrentTaxYearMinus1YearAmt |
| Total | $190,508 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $25,985,074 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $811,844 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97740 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96620 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $193,248 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $159,327 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $352,575 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,172,849 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $20,255,830 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,172,849 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $20,608,405 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $192,285 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $48,071 | 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
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 |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,203,701 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,816,770 | DepreciationAmt |
| Book Value | $386,931 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $106,772 | OtherCostOrOtherBasisAmt |
| Depreciation | $86,835 | DepreciationAmt |
| Book Value | $19,937 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $182,488 | OtherCostOrOtherBasisAmt |
| Depreciation | $177,983 | DepreciationAmt |
| Book Value | $4,505 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $411,373 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $770,150 |
| DEFERRED COMPENSATION PAYABLE | $312,873 |
| SECURITY DEPOSITS PAYABLE | $4,025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,087,048 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE WALLACE ENDOWMENT IS HELD BY OPEN SPACE INSTITUTE LAND TRUST, INC., A SUPPORTING ORGANIZATION OF OSI. THE 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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL LUNCH | Event1Nm |
| Gross Receipts Event1 | $179,500 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $158,100 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $21,400 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $21,400 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $179,500 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $158,100 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $21,400 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $21,400 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $21,400 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| CONSTITUTION MARSH AUDUBON CENTER AND SANCTUARY | ||||||||||
| PO BOX 174 | COLD SPRING | NY | 10516 | 131624102 | 501(C)(3) | $8,000 | N/A | N/A | MALCOLM GORDON CHARITABLE FUND - ENVIRONMENTAL EDUCATION | |
| HUDSON RIVER SLOOP CLEARWATER | ||||||||||
| 724 WOLCOTT AVENUE | BEACON | NY | 12508 | 146049022 | 501(C)(3) | $10,000 | N/A | N/A | MALCOLM GORDON CHARITABLE FUND - ENVIRONMENTAL EDUCATION | |
| CONSTITUTION ISLAND ASSOCIATION | ||||||||||
| PO BOX 126 | COLD SPRING | NY | 10516 | 510243889 | 501(C)(3) | $5,000 | N/A | N/A | MALCOLM GORDON CHARITABLE FUND - ENVIRONMENTAL EDUCATION | |
| STONY KILL FARM | ||||||||||
| 79 FARMSTEAD LANE | WAPPINGER FALLS | NY | 12590 | 132917536 | 501(C)(3) | $5,000 | N/A | N/A | MALCOLM GORDON CHARITABLE FUND - ENVIRONMENTAL EDUCATION | |
| SCENIC HUDSON INC | ||||||||||
| 1 CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 12601 | 132898799 | 501(C)(3) | $16,750 | N/A | N/A | CLOSE OUT CITIZEN ACTION PROGRAM | |
| HUDSON VALLEY SEED | ||||||||||
| 380 MAIN STREET SUITE 200 | BEACON | NY | 12508 | 463267308 | 501(C)(3) | $16,000 | N/A | N/A | MALCOLM GORDON CHARITABLE FUND - ENVIRONMENTAL EDUCATION | |
| MANITOGA | ||||||||||
| PO BOX 249 | GARRISON | NY | 10524 | 133221841 | 501(C)(3) | $10,000 | N/A | N/A | MALCOLM GORDON CHARITABLE FUND - ENVIRONMENTAL EDUCATION | |
| NEWBURGH COMMUNITY LAND BANK | ||||||||||
| PO BOX 152 | NEWBURGH | NY | 12505 | 460549946 | 501(C)(3) | $6,000 | N/A | N/A | MCHENRY HUDSON RIVER VALLEY AWARD | |
| MANHATTANVILLE COLLEGE | ||||||||||
| 2900 PURCHASE STREET | PURCHASE | NY | 10577 | 131740469 | 501(C)(3) | $6,000 | N/A | N/A | MCHENRY HUDSON RIVER VALLEY AWARD | |
| GLYNWOOD CENTER | ||||||||||
| PO BOX 157 | COLD SPRING | NY | 10516 | 133852957 | 501(C)(3) | $6,000 | N/A | N/A | MCHENRY HUDSON RIVER VALLEY AWARD | |
| MARIST COLLEGE | ||||||||||
| 3399 NORTH ROAD DYSON 313 | POUGHKEEPSIE | NY | 12601 | 141442493 | 501(C)(3) | $6,000 | N/A | N/A | MCHENRY HUDSON RIVER VALLEY AWARD | |
| BROOKYLN FOOD COALITION | ||||||||||
| 17 EASTERN PARKWAY | BROOKLYN | NY | 11238 | 954302067 | 501(C)(3) | $7,741 | N/A | N/A | CITIZEN ACTION PROGRAM - SPONSORSHIP MOVED TO COMMUNITY PARTNERS, LOS ANGELES, CA | |
| CITIZENS' CLIMATE COST PROJECT | ||||||||||
| HARVARD BUSINESS SERVICES INC 16192 | LEWES | DE | 19958 | 474444404 | 501(C)(3) | $9,400 | N/A | N/A | CITIZEN ACTION PROGRAM - REGRANT | COASTAL HWY |
| ESSEX FARM INSTITUTE | ||||||||||
| PO BOX 33 | ESSEX | NY | 12936 | 471368012 | 501(C)(3) | $77,502 | N/A | N/A | CITIZEN ACTION PROGRAM - REGRANT | |
| NEW YORK COMMUNITY GARDEN COALITION | ||||||||||
| 232 EAST 11TH STREET | NEW YORK | NY | 10003 | 134035337 | 501(C)(3) | $6,875 | N/A | N/A | CLOSE OUT CITIZEN ACTION PROGRAM - FARMING CONCRETE | |
| LONG ISLAND COMMUNITY AGRICULTURE NETWORK | ||||||||||
| 47 FOXHURST ROAD | SOUTH HUNTINGTON | NY | 11746 | 112687442 | 501(C)(3) | $24,000 | N/A | N/A | CITIZEN ACTION PROGRAM - REGRANT | |
| NEW PALTZ CLIMATE ACTION GROUP | ||||||||||
| 23 PLATTEKILL AVENUE | NEW PALTZ | NY | 12561 | 270945623 | 501(C)(3) | $37,446 | N/A | N/A | CITIZEN ACTION PROGRAM | |
| RONDOUT VALLEY GROWERS ASSOCIATION | ||||||||||
| PO BOX 867 | STONE RIDGE | NY | 12484 | 472217833 | 501(C)(3) | $91,639 | N/A | N/A | CITIZEN ACTION PROGRAM - REGRANT | |
| SPROUT - ENVIRONMENTAL EDUCATION | ||||||||||
| 421 S 5TH STREET | BROOKLYN | NY | 11211 | 475051675 | 501(C)(3) | $10,420 | N/A | N/A | CITIZEN ACTION PROGRAM - REGRANT | |
| TREE KIT-NYC | ||||||||||
| 174 SOUTH 3RD STREET A1 | BROOKLYN | NY | 11211 | 461668772 | 501(C)(3) | $72,233 | N/A | N/A | CITIZEN ACTION PROGRAM - SPONSORSHIP MOVED TO THE NATURE OF CITIES, NEW YORK, NY | |
| WHITE ROOF PROJECT | ||||||||||
| 415 WEST 44TH STREET | NEW YORK | NY | 10036 | 452812703 | 501(C)(3) | $13,475 | N/A | N/A | CITIZEN ACTION PROGRAM - REGRANT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 22 | Total501c3OrgCnt |
| Total Other Org | 0 | 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 OSI 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 (8 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 ELLIMAN | ||||||||||||||
| PRESIDENT & CEO | $0 | $437,621 | $0 | $0 | $0 | $0 | $0 | $35,000 | $0 | $27,892 | $0 | $500,513 | $0 | $0 |
| PETER HOWELL | ||||||||||||||
| EXECUTIVE VP, CONSERVATION CAPITAL | $0 | $234,017 | $0 | $0 | $0 | $0 | $0 | $18,721 | $0 | $17,377 | $0 | $270,115 | $0 | $0 |
| ROBERT K ANDERBERG | ||||||||||||||
| VP & GENERAL COUNSEL | $4,521 | $206,853 | $0 | $0 | $0 | $0 | $362 | $16,548 | $424 | $19,383 | $5,307 | $242,784 | $0 | $0 |
| ALICE GLEASON SENIOR VP | ||||||||||||||
| FINANCE & CFO (RESIGNED 6/15/16) | $0 | $195,700 | $0 | $0 | $0 | $0 | $0 | $15,656 | $0 | $19,801 | $0 | $231,157 | $0 | $0 |
| SAMAYLA DEUTCH | ||||||||||||||
| VP & ASSOCIATE GENERAL COUNSEL | $3,509 | $183,171 | $0 | $0 | $0 | $0 | $281 | $14,654 | $365 | $19,039 | $4,155 | $216,864 | $0 | $0 |
| TALLY BLUMBERG | ||||||||||||||
| SENIOR VP OF PROGRAMS | $9,038 | $192,642 | $0 | $0 | $0 | $0 | $667 | $14,207 | $1,250 | $26,650 | $10,955 | $233,499 | $0 | $0 |
| ERIK KULLESEID | ||||||||||||||
| SENIOR VP, ALLIANCE FOR NYS PARKS | $0 | $191,580 | $0 | $0 | $0 | $0 | $0 | $15,326 | $0 | $27,889 | $0 | $234,795 | $0 | $0 |
| TERRENCE NOLAN | ||||||||||||||
| SENIOR VP, CONSERVATION TRANSACTIONS | $0 | $193,260 | $0 | $0 | $0 | $0 | $0 | $15,461 | $0 | $27,889 | $0 | $236,610 | $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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 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, 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 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 (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 THIS ENTITY AMOUNTED TO $18,562 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 XII, LINE 2C: | DESCRIPTION OF THE ORGANIZATION'S AUDIT COMMITTEE: THE AUDIT COMMITTEE OF THE OPEN SPACE INSTITUTE, INC. IS RESPONSIBLE FOR THE OVERSIGHT OF OSI'S FINANCIAL STATEMENTS AND SELECTION OF OSI'S 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 OSI'S AUDIT COMMITTEE REVIEWS THE REPORT TO THE AUDIT COMMITTEE PREPARED BY OSI'S 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 OSI'S 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 Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| OPEN SPACE INSTITUTE LAND TRUST INC | ||||||||||
| 1350 BROADWAY | NEW YORK | NY | 10018 | 133028060 | LAND CONSERVATION | NY | 501(C)(3) | 11 | OPEN SPACE INSTITUTE INC | Yes (1) |
| BEAVERKILL VALLEY LAND TRUST INC | ||||||||||
| 1350 BROADWAY | NEW YORK | NY | 10018 | 133545322 | LAND CONSERVATION | NY | 501(C)(3) | 11 | OPEN SPACE INSTITUTE INC | Yes (1) |
| (no name) | ||||||||||
| 501(C)(3) | 0 | |||||||||
| 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 LAND TRUST INC | ||
| N | $1,132,043 | ALLOCATED EXPENSES |
| OPEN SPACE INSTITUTE LAND TRUST 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 LAND TRUST, INC. (EIN 13-3028060)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 LAND TRUST 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 | 133028060 | EIN |
| Electing Organization | Yes (X) | ElectingOrganizationInd |
| Total Grassroots Lobby | $193,248 | TotalGrassrootsLobbyAmt |
| Total Direct Lobby | $159,327 | TotalDirectLobbyAmt |
| Total Lobby Expenditure | $352,575 | TotalLobbyExpenditureAmt |
| Other Exempt Purpose Expend | $20,255,830 | OtherExemptPurposeExpendAmt |
| Total Exempt Purpose Expend | $20,608,405 | TotalExemptPurposeExpendAmt |
| Lobby Nontx | $1,000,000 | LobbyNontxAmt |
| Grassroots Nontx | $250,000 | GrassrootsNontxAmt |
| Total Lobby Grssroot Mns Nontx | $0 | TotalLobbyGrssrootMnsNontxAmt |
| Tot Lbby Expend Mns Lobby Nontx | $0 | TotLbbyExpendMnsLobbyNontxAmt |
| Share Excess Lobby Expend | $0 | ShareExcessLobbyExpendAmt |
Comments