OPEN SPACE INSTITUTE INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- OPEN SPACE INSTITUTE INC (EIN 52-1053406)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-15
- IRS object ID
- 201502889349301205
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule 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 | 2015-10-15T10:37:46-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | VP & GENERAL COUNSEL | PersonTitleTxt |
| Phone | 2122908200 | PhoneNum |
| Signature | 2015-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYONS ROBERT | PreparerPersonNm |
| PTIN | P00227472 | PTIN |
| Phone | 2125038800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | 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 | $2,183,657 | 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 | TO PROTECT SCENIC, NATURAL AND HISTORIC LANDSCAPES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 40 | TotalEmployeeCnt |
| Total Volunteers | 28 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,458,958 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,851,500 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $180,257 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $176,787 | CYProgramServiceRevenueAmt |
| PY Investment Income | $26,625 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,064 | CYInvestmentIncomeAmt |
| PY Other Revenue | $136,121 | PYOtherRevenueAmt |
| CY Other Revenue | $121,606 | CYOtherRevenueAmt |
| PY Total Revenue | $4,801,961 | PYTotalRevenueAmt |
| CY Total Revenue | $2,154,957 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,706,264 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,305,786 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $844,024 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $318,575 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $37,642 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,262,310 | PYOtherExpensesAmt |
| CY Other Expenses | $1,089,167 | CYOtherExpensesAmt |
| PY Total Expenses | $6,812,598 | PYTotalExpensesAmt |
| CY Total Expenses | $2,713,528 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,010,637 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$558,571 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,983,243 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,383,971 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,568,275 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,494,411 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,414,968 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,889,560 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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 | Yes (1) | SignificantChangeInd |
| Expense | $2,402,190 | ExpenseAmt |
| Grant | $1,220,081 | GrantAmt |
| Revenue | $176,787 | RevenueAmt |
| Desc | THE ORGANIZATION 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 THE ORGANIZATION'S BOARD OF TRUSTEES, STAFF AND CONSULTANTS, CITIZEN ACTION 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 | $89,203 | ExpenseAmt |
| Grant | $85,705 | GrantAmt |
| Desc | THE ORGANIZATION HAS AN ENVIRONMENTAL EDUCATION PROGRAM WHICH INCLUDES BOTH THE MALCOLM GORDON CHARITABLE FUND WHICH MAKES GRANTS TO LOCAL ORGANIZATIONS FOR ENVIRONENTAL EDUCATION PROGRAMS AND THE BARNABUS MCHENRY HUDSON RIVER VALLEY AWARDS PROGRAM WHICH ANNUALLY GRANTS FUNDS TO PAIRINGS OF YOUNG LEADERS AND 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 | THE ORGANIZATION THROUGH ITS SUPPORTING ORGANIZATION, OPEN SPACE INSTITUTE LAND TRUST ("OSILT"), BUYS LAND AND EASEMENTS TO PROTECT SCENIC, HISTORICAL, RECREATIONAL AND AGRICULTURAL LANDSCAPES. IN ADDITION, OSILT ALSO 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. IN 2014, OSILT PROTECTED 1,060 ACRES HAVING A FAIR MARKET VALUE OF $5.4 MILLION. IN ADDITION, OSILT MADE 27 GRANTS AND 4 LOANS, TOTALING $7.5 MILLION, RESULTING IN THE PROTECTION OF 16,042 ACRES IN 12 STATES AND PROVINCES WITH A FAIR MARKET VALUE OF $25 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 | $2,491,393 | 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 | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | 198 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 40 | 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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 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 |
| PETER A BIENSTOCK | |||||||
| VICE-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 |
| ELIZABETH BORDEN | |||||||
| 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 | |
| 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 | |
| T JEFFERSON CUNNINGHAM III | |||||||
| BOARD MEMBER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| J MATTHEW DAVIDSON | |||||||
| BOARD MEMBER | 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 | |
| JEREMY GUTH | |||||||
| 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 | |
| AMELIA SALZMAN | |||||||
| 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 | |
| DOUGLAS BATESON | |||||||
| BOARD MEMBER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH SMITH | |||||||
| BOARD MEMBER | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER ELLIMAN | |||||||
| PRESIDENT & CEO | 0.20 | 34.80 | Yes (X) | $516 | $420,712 | $64,991 | |
| PETER HOWELL | |||||||
| EXECUTIVE VP, CONSERVATION CAPITAL | 1.50 | 33.50 | Yes (X) | $0 | $229,186 | $36,818 | |
| ROBERT K ANDERBERG | |||||||
| VP & GENERAL COUNSEL | 2.30 | 32.70 | Yes (X) | $2,922 | $200,755 | $36,300 | |
| ALICE GLEASON | |||||||
| SENIOR VP, FINANCE & CFO | 7.00 | 28.00 | Yes (X) | $0 | $188,369 | $35,064 | |
| JOSEPH HOLLAND | |||||||
| ASSISTANT TREASURER & CONTROLLER | 0.60 | 34.40 | Yes (X) | $0 | $111,574 | $10,661 | |
| SAMAYLA DEUTCH | |||||||
| VP & ASSOCIATE GENERAL COUNSEL | 0.80 | 34.20 | Yes (X) | $4,826 | $169,345 | $33,605 | |
| TALLY BLUMBERG | |||||||
| SENIOR VP OF PROGRAMS | 2.70 | 32.30 | Yes (X) | $3,209 | $189,304 | $40,586 | |
| ERIK KULLESEID | |||||||
| VP, DIR. ALLIANCE FOR NYS PARKS | 0.00 | 35.00 | Yes (X) | $0 | $184,403 | $42,903 | |
| TERRENCE NOLAN | |||||||
| SENIOR VP, CONSERVATION TRANSACTIONS | 0.00 | 35.00 | Yes (X) | $0 | $186,069 | $41,040 | |
| JENNIFER MELVILLE | |||||||
| VP, CONSERVATION GRANTS & LOANS | 0.30 | 34.70 | Yes (X) | $0 | $106,280 | $31,397 | |
| NATE BERRY | |||||||
| VICE PRESIDENT | 0.00 | 35.00 | Yes (X) | $0 | $98,448 | $35,580 | |
| JEAN CHEN | |||||||
| ASST. SEC. & ASSOCIATE COUNSEL | 6.10 | 28.90 | Yes (X) | $3,892 | $131,614 | $29,793 | |
| SUSAN BARBARISI | |||||||
| ASST. SECRETARY & DIR. OF ADMIN. | 0.20 | 34.80 | Yes (X) | $56 | $82,305 | $13,789 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $15,421 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,298,364 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $452,527 | 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 | $136,150 | FundraisingAmt |
| Government Grants | $47,381 | GovernmentGrantsAmt |
| All Other Contributions | $1,667,969 | AllOtherContributionsAmt |
| Total Contributions | $1,851,500 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SERVICE INCOME | 900099 | $90,695 | $90,695 |
| MANAGEMENT FEES | 900099 | $69,432 | $69,432 |
| ADMISSION FEES | 900099 | $16,660 | $16,660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $176,787 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,300 | TotalRevenueColumnAmt |
| Exclusion | $4,300 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $38,763 | 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 | $38,763 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,763 | TotalRevenueColumnAmt |
| Exclusion | $38,763 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $764 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $764 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $764 | TotalRevenueColumnAmt |
| Exclusion | $764 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $28,700 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $136,150 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $28,700 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $82,843 | TotalRevenueColumnAmt |
| Exclusion | $82,843 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $82,843 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,154,957 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $176,787 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $126,670 | 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 | $1,305,786 | TotalAmt |
| Program Services | $1,305,786 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,575 | TotalAmt |
| Program Services | $302,646 | ProgramServicesAmt |
| Management And General | $15,929 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,153 | TotalAmt |
| Program Services | $36,686 | ProgramServicesAmt |
| Management And General | $11,467 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,418 | TotalAmt |
| Management And General | $14,418 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $482,367 | TotalAmt |
| Program Services | $465,437 | ProgramServicesAmt |
| Management And General | $16,930 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,732 | TotalAmt |
| Program Services | $25,497 | ProgramServicesAmt |
| Management And General | $7,235 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,206 | TotalAmt |
| Program Services | $21,385 | ProgramServicesAmt |
| Management And General | $11,821 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,551 | TotalAmt |
| Program Services | $24,929 | ProgramServicesAmt |
| Management And General | $3,622 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,870 | TotalAmt |
| Program Services | $5,870 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,184 | TotalAmt |
| Program Services | $40,895 | ProgramServicesAmt |
| Management And General | $6,760 | ManagementAndGeneralAmt |
| Fundraising | $529 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,311 | TotalAmt |
| Management And General | $96,311 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,481 | TotalAmt |
| Program Services | $3,481 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $174,159 | $137,046 | $0 | $37,113 |
| PROGRAM MANAGEMENT FEES | $67,598 | $67,598 | ||
| PROPERTY MAINTENANCE | $54,137 | $54,137 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,713,528 | TotalAmt |
| Program Services | $2,491,393 | ProgramServicesAmt |
| Management And General | $184,493 | ManagementAndGeneralAmt |
| Fundraising | $37,642 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,175 | BOYAmt |
| EOY | $278 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,877,085 | BOYAmt |
| EOY | $2,498,111 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,532 | BOYAmt |
| EOY | $51,055 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $532,876 | BOYAmt |
| EOY | $526,284 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,471,974 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,027,050 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $541,235 | BOYAmt |
| EOY | $444,924 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,971,340 | BOYAmt |
| EOY | $1,863,319 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,983,243 | BOYAmt |
| EOY | $5,383,971 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,567,075 | BOYAmt |
| EOY | $1,494,411 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,200 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,568,275 | BOYAmt |
| EOY | $1,494,411 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,142,329 | BOYAmt |
| EOY | $1,508,027 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,272,639 | BOYAmt |
| EOY | $2,381,533 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,414,968 | BOYAmt |
| EOY | $3,889,560 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,983,243 | BOYAmt |
| EOY | $5,383,971 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$558,571 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $33,163 | 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 | $13,100,132 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,269,485 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,006,255 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,458,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,851,500 | CurrentTaxYearAmt |
| Total | $37,686,330 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,100,132 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,269,485 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,006,255 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,458,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,851,500 | CurrentTaxYearAmt |
| Total | $37,686,330 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $37,686,330 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $489,077 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $121,666 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $96,771 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $90,777 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,063 | CurrentTaxYearAmt |
| Total | $841,354 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $288,289 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,530 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,413 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,082 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,483 | CurrentTaxYearAmt |
| Total | $478,797 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $39,006,481 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $690,276 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94250 | 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 | $117,937 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $193,258 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $311,195 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,713,528 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $20,203,230 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,713,528 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $20,514,425 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $285,676 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $71,419 | 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 | $394,248 | CurrentYearMinus3Amt |
| Current Year Minus2 | $242,187 | CurrentYearMinus2Amt |
| Current Year Minus1 | $295,769 | CurrentYearMinus1Amt |
| Current Year | $311,195 | CurrentYearAmt |
| Total | $1,243,399 | 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 | $122,278 | CurrentYearMinus3Amt |
| Current Year Minus2 | $121,227 | CurrentYearMinus2Amt |
| Current Year Minus1 | $171,046 | CurrentYearMinus1Amt |
| Current Year | $117,937 | CurrentYearAmt |
| Total | $532,488 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | TotalEasementsCnt |
| Total Acreage | 0.00 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 1 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $168,178,313 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,673,201 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,703,105 | OtherExpendituresAmt |
| End Year Balance | $164,148,409 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $155,092,616 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $21,719,924 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,634,227 | OtherExpendituresAmt |
| End Year Balance | $168,178,313 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $133,520,698 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $16,083,197 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,778,409 | OtherExpendituresAmt |
| End Year Balance | $144,825,486 | 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 | $1,768,606 | DepreciationAmt |
| Book Value | $435,095 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $85,785 | OtherCostOrOtherBasisAmt |
| Depreciation | $82,964 | DepreciationAmt |
| Book Value | $2,821 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $182,488 | OtherCostOrOtherBasisAmt |
| Depreciation | $175,480 | DepreciationAmt |
| Book Value | $7,008 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $444,924 | TotalBookValueLandBuildingsAmt |
| 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 MARKET. DONATED EASEMENTS THAT HAVE A RESALE VALUE ARE RECORDED AT THE LOWER OF THE DONATED VALUE OR MARKET. CONSERVATION EASEMENTS DETERMINED BY OSI TO HAVE NO RESALE VALUE ARE WRITTEN DOWN TO A $1 CARRYING VALUE. |
| PART V, LINE 4: | THE WALLACE ENDOWMENT IS HELD BY OPEN SPACE INSTITUTE LAND TRUST, INC., A SUPPORTING ORGANIZATION OF OSI, AND IS INTENDED TO BE 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 WHO ESTABLISHED A TRUST REQUIRED THAT THE FUNDS BE DEVOTED TO ENVIRONMENTAL EDUCATION GRANTS. AFTER THE TRUST WAS DISSOLVED IN AUGUST 2012, THE ORGANIZATION CONTINUED TO CONSIDER THESE FUNDS TO BE TEMPORARILY RESTRICTED. |
| PART X, LINE 2: | THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2014 AND 2013 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. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO FEDERAL OR STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE YEAR ENDED DECEMBER 31, 2011 AND PRIOR YEARS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL LUNCH | Event1Nm |
| Gross Receipts Event1 | $164,850 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $136,150 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $28,700 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,750 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $11,144 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $6,331 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $9,475 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $164,850 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $136,150 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $28,700 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,750 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $11,144 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $6,331 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,475 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $28,700 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (19 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 |
|---|---|---|---|---|---|---|---|---|---|
| ABINGDON SQUARE ALLIANCE | |||||||||
| 302 W 12TH ST FMT 3 | NEW YORK | NY | 10014 | 800242514 | 501(C)(3) | $19,723 | N/A | N/A | CITIZEN ACTION GROUP SUPPORT GRANT |
| BIOCITIES INC | |||||||||
| 161 CHRYSTIE STREET | NEW YORK | NY | 10002 | 800760763 | 501(C)(3) | $13,871 | N/A | N/A | CITIZEN ACTION GROUP SUPPORT GRANT |
| CARY INSTITUTE | |||||||||
| 2801 SHARON TURNPIKE | MILLBROOK | NY | 12545 | 223232968 | 501(C)(3) | $10,000 | N/A | N/A | MALCOLM GORDON CHARITABLE FUND - ENVIRONMENTAL EDUCATION |
| CENTER FOR RURAL AFFAIRS | |||||||||
| 145 MAIN ST | LYONS | NE | 68038 | 470553823 | 501(C)(3) | $10,000 | N/A | N/A | CITIZEN ACTION GROUP SUPPORT GRANT |
| COMMUNITY PARTNERS | |||||||||
| 100 NORTH ALAMEDA STREET | LOS ANGELES | CA | 90012 | 954302067 | 501(C)(3) | $60,000 | N/A | N/A | CITIZEN ACTION GROUP SUPPORT GRANT |
| CONSTITUTION MARSH AUDUBON CENTER | |||||||||
| 127 WARREN LANDING RD | GARRISON | NY | 10524 | 131624102 | 501(C)(3) | $10,005 | N/A | N/A | MALCOLM GORDON CHARITABLE FUND - ENVIRONMENTAL EDUCATION |
| CORBIN HILL FOOD PROJECT | |||||||||
| 119 WEST 120TH ST | NEW YORK | NY | 10027 | 461206478 | 501(C)(3) | $108,674 | N/A | N/A | CITIZEN ACTION GROUP SUPPORT GRANT |
| EARTH MATTER NY INC | |||||||||
| 179 RIVINGTON STREET 4A | NEW YORK | NY | 10002 | 270625845 | 501(C)(3) | $8,384 | N/A | N/A | CITIZEN ACTION GROUP SUPPORT GRANT |
| NEW YORK CITY ENERGY EFFICIENCY CORPORATION | |||||||||
| 1359 BROADWAY 19TH FLOOR | NEW YORK | NY | 10018 | 273731338 | 501(C)(3) | $50,000 | N/A | N/A | CITIZEN ACTION GROUP SUPPORT GRANT |
| ESSEX FARM INSTITUTE | |||||||||
| 2503 NY 22 | ESSEX | NY | 12936 | 471368012 | 501(C)(3) | $57,836 | N/A | N/A | CITIZEN ACTION GROUP SUPPORT GRANT |
| FRIENDS OF FAHNESTOCK & HUDSON HIGHLANDS STATE PARKS | |||||||||
| PO BOX 194 | COLD SPRING | NY | 10516 | 260792530 | 501(C)(3) | $12,000 | N/A | N/A | MALCOLM GORDON CHARITABLE FUND - ENVIRONMENTAL EDUCATION |
| HUDSON HIGHLANDS NATURE MUSEUM | |||||||||
| 120 MUSER DR | CORNWALL | NY | 12518 | 141470087 | 501(C)(3) | $6,700 | N/A | N/A | MALCOLM GORDON CHARITABLE FUND - ENVIRONMENTAL EDUCATION |
| LICAN | |||||||||
| NEW YORK AVE LOWNDES AVE | HUNTINGTON STATION | NY | 11746 | 112687442 | 501(C)(3) | $23,864 | N/A | N/A | CITIZEN ACTION GROUP SUPPORT GRANT |
| MOHONK PRESERVE | |||||||||
| 3197 ROUTE 44 55 | GARDINER | NY | 12525 | 141609484 | 501(C)(3) | $7,000 | N/A | N/A | MALCOLM GORDON CHARITABLE FUND - ENVIRONMENTAL EDUCATION |
| PRESERVATION LEAGUE OF NYS | |||||||||
| 44 CENTRAL AVE | ALBANY | NY | 12206 | 237379938 | 501(C)(3) | $5,750 | N/A | N/A | MCHENRY HUDSON RIVER VALLEY AWARD |
| RONDOUT VALLEY GROWERS ASSOCIATION | |||||||||
| PO BOX 867 | STONE RIDGE | NY | 12484 | 472217833 | 501(C)(3) | $5,750 | N/A | N/A | MCHENRY HUDSON RIVER VALLEY AWARD |
| SHAKER HERITAGE SOCIETY | |||||||||
| 25 MEETING HOUSE RD | ALBANY | NY | 12211 | 222186087 | 501(C)(3) | $5,750 | N/A | N/A | MCHENRY HIDSON RIVER VALLEY AWARD |
| SUSTAINABLE MARKETS FOUNDATION | |||||||||
| 45 W 36TH ST 6TH FLOOR | NEW YORK | NY | 10018 | 134188834 | 501(C)(3) | $492,882 | N/A | N/A | CITIZEN ACTION GROUP SUPPORT GRANT |
| THOMAS COLE HISTORIC HOUSE | |||||||||
| 218 SPRING ST | CATSKILL | NY | 12414 | 270599147 | 501(C)(3) | $5,750 | N/A | N/A | MCHENRY HUDSON RIVER VALLEY AWARD |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 19 | 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 (9 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 | $516 | $420,712 | $0 | $0 | $0 | $0 | $42 | $33,949 | $38 | $30,962 | $596 | $485,623 | $0 | $0 |
| PETER HOWELL | ||||||||||||||
| EXECUTIVE VP, CONSERVATION CAPITAL | $0 | $229,186 | $0 | $0 | $0 | $0 | $0 | $18,494 | $0 | $18,324 | $0 | $266,004 | $0 | $0 |
| ROBERT K ANDERBERG | ||||||||||||||
| VP & GENERAL COUNSEL | $2,922 | $200,755 | $0 | $0 | $0 | $0 | $236 | $16,200 | $285 | $19,579 | $3,443 | $236,534 | $0 | $0 |
| ALICE GLEASON | ||||||||||||||
| SENIOR VP, FINANCE & CFO | $0 | $188,369 | $0 | $0 | $0 | $0 | $0 | $15,200 | $0 | $19,864 | $0 | $223,433 | $0 | $0 |
| SAMAYLA DEUTCH | ||||||||||||||
| VP & ASSOCIATE GENERAL COUNSEL | $4,826 | $169,345 | $0 | $0 | $0 | $0 | $389 | $13,665 | $542 | $19,009 | $5,757 | $202,019 | $0 | $0 |
| TALLY BLUMBERG | ||||||||||||||
| SENIOR VP OF PROGRAMS | $3,209 | $189,304 | $0 | $0 | $0 | $0 | $209 | $12,354 | $467 | $27,556 | $3,885 | $229,214 | $0 | $0 |
| ERIK KULLESEID | ||||||||||||||
| VP, DIR. ALLIANCE FOR NYS PARKS | $0 | $184,403 | $0 | $0 | $0 | $0 | $0 | $14,880 | $0 | $28,023 | $0 | $227,306 | $0 | $0 |
| TERRENCE NOLAN | ||||||||||||||
| SENIOR VP, CONSERVATION TRANSACTIONS | $0 | $186,069 | $0 | $0 | $0 | $0 | $0 | $13,017 | $0 | $28,023 | $0 | $227,109 | $0 | $0 |
| JEAN CHEN | ||||||||||||||
| ASST. SEC. & ASSOCIATE COUNSEL | $3,892 | $131,614 | $0 | $0 | $0 | $0 | $52 | $1,770 | $803 | $27,168 | $4,747 | $160,552 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN CLEARMAN | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE PART V | RelationshipDescriptionTxt |
| Transaction | $208,750 | TransactionAmt |
| Transaction | SEE PART V | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV: | FormAndLineReferenceDesc |
| Explanation | STEPHEN CLEARMAN, AN OSI/OSILT BOARD MEMBER, IS ALSO A MANAGING PARTNER OF KINDERHOOK, L.P. IN WHICH OSI/OSILT IS AN INVESTOR. MANAGEMENT FEES PAID BY OSI/OSILT TO KINDERHOOK, L.P. DURING THE YEAR ENDED DECEMBER 31, 2014 AMOUNTED TO $208,750. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | DURING 2013, SEVERAL OVERLAPPING PROGRAMS OF THE OPEN SPACE INSTITUTE, INC. ("OSI") WERE TRANSFERRED TO THE OPEN SPACE INSTITUTE LAND TRUST, INC. ("OSILT") A SUPPORTING ORGANIZATION OF OSI, TO CONSOLIDATE SIMILAR PROGRAMS INTO ONE ENTITY WHICH RESULTED IN THE TRANSFER OF $3,356,855 OF NET ASSETS FROM ONE ORGANIZATION TO THE OTHER. THE CORRESPONDING REVENUE AND EXPENSES RELATE TO THOSE TRANSFERRED PROGRAMS ARE NOW BEING REPORTED ON THE FORM 990 OF OSILT. |
| 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 THE 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. ONCE A CONFLICT OR POTENTIAL CONFLICT HAS BEEN DISCLOSED, THE INTERESTED PERSON MAY NOT DISCUSS THE TRANSACTION THAT IS THE BASIS OF SUCH CONFLICT, AND MUST RECUSE HIMSELF OR HERSELF FROM ANY 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 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 OUR ORGANIZATION AND REQUESTS SUCH INFORMATION. |
| FORM 990, PART IX, LINE 11G | CITAC CONSULTANT FEES: PROGRAM SERVICE EXPENSES 442,904. MANAGEMENT AND GENERAL EXPENSES 16,930. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 459,834. CITAC EDUCATIONAL FEES: PROGRAM SERVICE EXPENSES 22,533. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,533. |
| 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 | $918,788 | ALLOCATED EXPENSES |
| OPEN SPACE INSTITUTE LAND TRUST INC | ||
| O | $5,565,475 | 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 | $117,937 | TotalGrassrootsLobbyAmt |
| Total Direct Lobby | $193,258 | TotalDirectLobbyAmt |
| Total Lobby Expenditure | $311,195 | TotalLobbyExpenditureAmt |
| Other Exempt Purpose Expend | $0 | OtherExemptPurposeExpendAmt |
| Total Exempt Purpose Expend | $311,195 | TotalExemptPurposeExpendAmt |
| Lobby Nontx | $62,239 | LobbyNontxAmt |
| Grassroots Nontx | $15,560 | GrassrootsNontxAmt |
| Total Lobby Grssroot Mns Nontx | $102,377 | TotalLobbyGrssrootMnsNontxAmt |
| Tot Lbby Expend Mns Lobby Nontx | $248,956 | TotLbbyExpendMnsLobbyNontxAmt |
| Share Excess Lobby Expend | $0 | ShareExcessLobbyExpendAmt |
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