OPEN SPACE INSTITUTE INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- OPEN SPACE INSTITUTE INC (EIN 52-1053406)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-13
- IRS object ID
- 201402259349301080
- Schema version
- 2013v3.0
- 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 N
- Schedule O
- Schedule R
- Affiliated Group Attachment
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-13T12:53:33-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100187799 | ZIPCode |
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 | 2014-08-13 | 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 | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | 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 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100187799 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,834,161 | 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 | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 52 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,006,255 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,458,958 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $110,676 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $180,257 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$20,777 | PYInvestmentIncomeAmt |
| CY Investment Income | $26,625 | CYInvestmentIncomeAmt |
| PY Other Revenue | $98,146 | PYOtherRevenueAmt |
| CY Other Revenue | $136,121 | CYOtherRevenueAmt |
| PY Total Revenue | $4,194,300 | PYTotalRevenueAmt |
| CY Total Revenue | $4,801,961 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,580,380 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,706,264 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $993,596 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $844,024 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $58,048 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,113,922 | PYOtherExpensesAmt |
| CY Other Expenses | $2,262,310 | CYOtherExpensesAmt |
| PY Total Expenses | $4,687,898 | PYTotalExpensesAmt |
| CY Total Expenses | $6,812,598 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$493,598 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,010,637 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,867,611 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,983,243 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,626,598 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,568,275 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,241,013 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,414,968 | 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 | $2,714,387 | ExpenseAmt |
| Grant | $2,684,479 | GrantAmt |
| Desc | OPEN SPACE INSTITUTE, INC. ("OSI") AND ITS SUPPORTING ORGANIZATION, OPEN SPACE INSTITUTE LAND TRUST, INC. ("OSILT") BOTH BUY LAND AND EASEMENTS IN NEW YORK STATE, ITS HOME AND HISTORIC BASE OF OPERATIONS. THIS PROGRAM FOCUSES ON PROTECTING SCENIC, HISTORIC, RECREATIONAL AND AGRICULTURAL LANDSCAPES IN THREE PRINCIPAL REGIONS - THE HUDSON RIVER VALLEY, THE CATSKILLS AND THE ADIRONDACKS. THIS PROGRAM INCLUDES THE SALE OR DONATION OF PROTECTED PROPERTIES TO CONSERVATION BUYERS, BOTH PUBLIC AND PRIVATE. IN 2013, OSI AND OSILT PROTECTED 3,098 ACRES HAVING A FAIR MARKET VALUE OF $5.3 MILLION | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $587,662 | ExpenseAmt |
| Grant | $573,385 | GrantAmt |
| Desc | OSI AND OSILT BOTH ADMINISTER A CONSERVATION CAPITAL PROGRAM WHICH PROVIDES GRANTS AND LOANS, PRIMARILY TO OTHER LAND TRUSTS, TO PROTECT DIVERSE LANDSCAPES THAT INCLUDE PARKS AND PRESERVES, AS WELL AS WORKING FARMS AND FORESTS IN THE EASTERN UNITED STATES AND CANADA. THIS PROGRAM ALSO CONDUCTS RESEARCH AND EDUCATION ACTIVITIES TO IDENTIFY CONSERVATION PRIORITIES AND METHODS OF ATTRACTING OR DEVELOPING NEW FINANCING FOR PERMANENT CONSERVATION. IN 2013, OSI AND OSILT MADE 33 GRANTS AND 1 LOAN, TOTALING $4.4 MILLION RESULTING IN THE PROTECTION OF 26,573 ACRES IN 9 STATES AND PROVINCES WITH A FAIR MARKET VALUE OF $32 MILLION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,735,458 | ExpenseAmt |
| Grant | $132,880 | GrantAmt |
| Revenue | $44,756 | RevenueAmt |
| Desc | OSI ADMINISTERS THE ENVIRONMENTAL PARTICIPATION AND EDUCATION PROGRAM. THIS PROGRAM INCLUDES THE ACTIVITIES OF THE CITIZEN ACTION PROGRAM, THE MALCOLM GORDON CHARITABLE FUND, AND THE BARNABAS MCHENRY HUDSON RIVER VALLEY AWARDS PROGRAM.A) THE ORGANIZATION HAS A FISCAL SPONSORSHIP PROGRAM, CITIZEN ACTION, FOR 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 (SEE SCHEDULE O FOR MORE INFORMATION).B) THE MALCOLM GORDON CHARITABLE FUND MAKES GRANTS TO LOCAL ORGANIZATIONS TO FURTHER THE ENVIRONMENTAL EDUCATION PROGRAMS OF THE ORGANIZATION.C) THE BARNABAS MCHENRY HUDSON RIVER VALLEY AWARDS PROGRAM 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 Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,130,793 | ExpenseAmt |
| Grant | $315,520 | GrantAmt |
| Revenue | $135,501 | RevenueAmt |
| Desc | UNDER THE STEWARDSHIP PROGRAM, OSI AND OSILT ARE BOTH RESPONSIBLE FOR MONITORING AND ENFORCING MORE THAN 330 CONSERVATION EASEMENTS, IMPLEMENTING COMPLEX DISPOSITION PLANS, OVERSEEING THE MANAGEMENT OF DOZENS OF CONSERVATION PROPERTIES BY THIRD-PARTY PARTNERS AND PROVIDING INTERIM MANAGEMENT FOR PROPERTIES THAT ARE BEING CONVEYED TO THIRD PARTIES, SUCH AS THE STATE OF NEW YORK. THIS PROGRAM ALSO INCLUDES THE ACTIVITIES OF BEAVERKILL VALLEY LAND TRUST, INC. OSI AND OSILT'S PUBLIC POLICY PROGRAM INCLUDES BOTH THE OUTDOORS AMERICA CAMPAIGN AND THE ALLIANCE FOR NEW YORK STATE PARKS. OUTDOORS AMERICA WAS FORMED TO EDUCATE AND ADVOCATE FOR INCREASED SUPPORT FOR THE FEDERAL LAND AND WATER CONSERVATION FUND. THE ALLIANCE FOR NEW YORK STATE PARKS ADVOCATES FOR GREATER PUBLIC SUPPORT FOR THE NEW YORK STATE PARKS SYSTEM, AND WORKS TO MARSHAL PRIVATE DOLLARS IN SUPPORT OF IMPROVED NEW YORK STATE PARKS MAINTENANCE AND DEVELOPMENT.ALL PROGRAM ACTIVITIES ARE SUPPORTED BY CONTRIBUTIONS AND INCOME AS DISCLOSED IN PART I. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,130,793 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $315,520 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $135,501 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,168,300 | 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 | Yes (1) | 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 | Yes (1) | 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 | 189 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 52 | 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 | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122908200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 BROADWAY SUITE 201 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100187799 | ZIPCode |
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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| 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 | ||
| CHRISTOPHER ELLIMAN | ||||||||
| PRESIDENT & CEO | 0.20 | 34.80 | Yes (X) | $8,815 | $390,955 | $60,569 | ||
| PETER HOWELL | ||||||||
| EXECUTIVE VP, CONSERVATION CAPITAL | 1.50 | 33.50 | Yes (X) | $8,049 | $204,292 | $35,709 | ||
| ROBERT K ANDERBERG | ||||||||
| VP & GENERAL COUNSEL | 2.30 | 32.70 | Yes (X) | $11,412 | $183,843 | $35,682 | ||
| ALICE GLEASON | ||||||||
| SENIOR VP, FINANCE & CFO | 7.00 | 28.00 | Yes (X) | $2,092 | $150,136 | $28,043 | ||
| ANTONIA BOWRING LEFT 62013 | ||||||||
| VP, CHIEF OPERATING OFFICER | 17.10 | 17.90 | Yes (X) | $35,315 | $52,618 | $21,122 | ||
| JOSEPH HOLLAND | ||||||||
| ASSISTANT TREASURER & CONTROLLER | 0.60 | 34.40 | Yes (X) | $0 | $106,863 | $10,352 | ||
| SAMAYLA DEUTCH | ||||||||
| VP & ASSOCIATE GENERAL COUNSEL | 0.80 | 34.20 | Yes (X) | $3,381 | $165,409 | $33,248 | ||
| TALLY BLUMBERG | ||||||||
| SENIOR VP OF PROGRAMS | 2.70 | 32.30 | Yes (X) | $13,594 | $172,220 | $36,730 | ||
| ERIK KULLESEID | ||||||||
| VP, DIR. ALLIANCE FOR NYS PARKS | 0.00 | 35.00 | Yes (X) | $0 | $176,849 | $42,369 | ||
| TERRENCE NOLAN | ||||||||
| SENIOR VP, CONSERVATION | 0.00 | 35.00 | Yes (X) | $0 | $173,304 | $41,277 | ||
| JENNIFER MELVILLE | ||||||||
| VP, CONSERVATION GRANTS & LOANS | 0.30 | 34.70 | Yes (X) | $764 | $91,140 | $30,338 | ||
| NATE BERRY | ||||||||
| VICE PRESIDENT | 0.00 | 35.00 | Yes (X) | $0 | $90,181 | $35,460 | ||
| JEAN CHEN | ||||||||
| ASST. SECRETARY & ASSOCIATE COUNSEL | 6.10 | 28.90 | Yes (X) | $26,284 | $88,991 | $26,569 | ||
| SUSAN BARBARISI | ||||||||
| ASST. SECRETARY & DIR. OF ADMIN. | 0.20 | 34.80 | Yes (X) | $269 | $89,152 | $16,974 | ||
| LESLIE KANE SZYNAL | ||||||||
| DIRECTOR OF OUTDOORS AMERICA | 35.00 | 0.00 | $203,372 | $0 | $43,777 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $313,347 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,135,953 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $498,219 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 | $145,500 | FundraisingAmt |
| Government Grants | $608,831 | GovernmentGrantsAmt |
| All Other Contributions | $3,704,627 | AllOtherContributionsAmt |
| Total Contributions | $4,458,958 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEES | 900099 | $135,251 | $135,251 |
| SERVICE INCOME | 900099 | $38,137 | $38,137 |
| ADMISSION FEES | 900099 | $6,869 | $6,869 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $180,257 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,738 | TotalRevenueColumnAmt |
| Exclusion | $13,738 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $77,039 | 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 | $77,039 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,039 | TotalRevenueColumnAmt |
| Exclusion | $77,039 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,887 | 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 | $12,887 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,887 | TotalRevenueColumnAmt |
| Exclusion | $12,887 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $32,200 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $145,500 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $32,200 | 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 | $59,082 | TotalRevenueColumnAmt |
| Exclusion | $59,082 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $59,082 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,801,961 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $180,257 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $162,746 | 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 | $3,706,264 | TotalAmt |
| Program Services | $3,706,264 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,271 | TotalAmt |
| Program Services | $109,083 | ProgramServicesAmt |
| Management And General | $4,777 | ManagementAndGeneralAmt |
| Fundraising | $411 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,748 | TotalAmt |
| Program Services | $471,333 | ProgramServicesAmt |
| Management And General | $20,641 | ManagementAndGeneralAmt |
| Fundraising | $1,774 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,118 | TotalAmt |
| Program Services | $43,070 | ProgramServicesAmt |
| Management And General | $1,886 | ManagementAndGeneralAmt |
| Fundraising | $162 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,849 | TotalAmt |
| Program Services | $141,138 | ProgramServicesAmt |
| Management And General | $6,181 | ManagementAndGeneralAmt |
| Fundraising | $530 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,038 | TotalAmt |
| Program Services | $41,084 | ProgramServicesAmt |
| Management And General | $1,799 | ManagementAndGeneralAmt |
| Fundraising | $155 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,535 | TotalAmt |
| Program Services | $30,020 | ProgramServicesAmt |
| Management And General | $11,515 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,804 | TotalAmt |
| Management And General | $17,804 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,628 | TotalAmt |
| Program Services | $233,628 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,054 | TotalAmt |
| Management And General | $3,054 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $830,617 | TotalAmt |
| Program Services | $789,534 | ProgramServicesAmt |
| Management And General | $41,083 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,993 | TotalAmt |
| Program Services | $51,617 | ProgramServicesAmt |
| Management And General | $18,376 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,349 | TotalAmt |
| Program Services | $73,560 | ProgramServicesAmt |
| Management And General | $140,789 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,316 | TotalAmt |
| Program Services | $151,617 | ProgramServicesAmt |
| Management And General | $4,382 | ManagementAndGeneralAmt |
| Fundraising | $317 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,358 | TotalAmt |
| Program Services | $113,008 | ProgramServicesAmt |
| Management And General | $59,992 | ManagementAndGeneralAmt |
| Fundraising | $2,358 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,444 | TotalAmt |
| Program Services | $8,444 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,159 | TotalAmt |
| Program Services | $1,174 | ProgramServicesAmt |
| Management And General | $189,985 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,123 | TotalAmt |
| Program Services | $1,496 | ProgramServicesAmt |
| Management And General | $31,627 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $253,332 | $169,341 | $31,650 | $52,341 |
| PROPERTY MAINTENANCE | $30,314 | $29,605 | $709 | |
| REAL ESTATE TAXES | $3,284 | $3,284 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,812,598 | TotalAmt |
| Program Services | $6,168,300 | ProgramServicesAmt |
| Management And General | $586,250 | ManagementAndGeneralAmt |
| Fundraising | $58,048 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,177 | BOYAmt |
| EOY | $3,175 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,492,559 | BOYAmt |
| EOY | $2,877,085 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,002 | BOYAmt |
| EOY | $57,532 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $587,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,397 | BOYAmt |
| EOY | $532,876 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,471,974 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,930,739 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,602,810 | BOYAmt |
| EOY | $541,235 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,666,666 | BOYAmt |
| EOY | $1,971,340 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,867,611 | BOYAmt |
| EOY | $5,983,243 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,379,585 | BOYAmt |
| EOY | $1,567,075 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,247,013 | BOYAmt |
| EOY | $1,200 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,626,598 | BOYAmt |
| EOY | $1,568,275 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,719,487 | BOYAmt |
| EOY | $1,142,329 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,521,526 | BOYAmt |
| EOY | $3,272,639 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,241,013 | BOYAmt |
| EOY | $4,414,968 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,867,611 | BOYAmt |
| EOY | $5,983,243 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,010,637 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $201,120 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$16,528 | 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 | $3,908,524 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,100,132 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,269,485 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,006,255 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,458,958 | CurrentTaxYearAmt |
| Total | $39,743,354 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,908,524 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,100,132 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,269,485 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,006,255 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,458,958 | CurrentTaxYearAmt |
| Total | $39,743,354 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $39,743,354 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $865,243 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $489,077 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $121,666 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $96,771 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $90,777 | CurrentTaxYearAmt |
| Total | $1,663,534 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $365,075 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $288,289 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,530 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,413 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,082 | CurrentTaxYearAmt |
| Total | $761,389 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $42,168,277 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $587,373 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94250 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90190 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS SALES REVENUE LOAN LOSS RECOVERY | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $128,698 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $171,046 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $104,930 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $124,723 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $233,628 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $295,769 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,328,172 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $22,837,317 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,561,800 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $23,133,086 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $528,090 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $132,023 | 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 | $892,949 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,892,949 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,839,424 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $580,820 | CurrentYearMinus3Amt |
| Current Year Minus2 | $394,248 | CurrentYearMinus2Amt |
| Current Year Minus1 | $242,187 | CurrentYearMinus1Amt |
| Current Year | $295,769 | CurrentYearAmt |
| Total | $1,513,024 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $223,327 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $973,327 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,459,991 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $176,819 | CurrentYearMinus3Amt |
| Current Year Minus2 | $122,278 | CurrentYearMinus2Amt |
| Current Year Minus1 | $121,227 | CurrentYearMinus1Amt |
| Current Year | $171,046 | CurrentYearAmt |
| Total | $591,370 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 8.00 | TotalAcreageCnt |
| Modified Easements | 33 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 624.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $38,351 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $116,475,276 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $20,769,161 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,723,739 | OtherExpendituresAmt |
| End Year Balance | $133,520,698 | 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 | $1,683,402 | DepreciationAmt |
| Book Value | $520,299 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $85,785 | OtherCostOrOtherBasisAmt |
| Depreciation | $77,322 | DepreciationAmt |
| Book Value | $8,463 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $182,488 | OtherCostOrOtherBasisAmt |
| Depreciation | $170,015 | DepreciationAmt |
| Book Value | $12,473 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $541,235 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM RELATED ORGANIZATIONS | $134,606 |
| DUE FROM RELATED ORGANIZATIONS - UNITIZED INVESTMENT POOL | $1,836,734 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,971,340 | TotalBookValueOtherAssetsAmt |
| 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 TRUST (THE "TRUST") ENDOWMENT FUNDS ARE CLASSIFIED AS TEMPORARILY RESTRICTED BECAUSE THE GRANTOR WHO ESTABLISHED THE TRUST REQUIRED THAT THE FUNDS BE DEVOTED TO ENVIRONMENTAL EDUCATION GRANTS. AFTER THE TRUST WAS DISSOLVED IN AUGUST 2012, THE ORGANIZATION CONTINUED TO CONSIDER THESE FUNDS TO BE TEMPORARILY RESTRICTED. |
| PART X, LINE 2: | THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2013 AND 2012 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, 2010 AND PRIOR YEARS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL LUNCH | NameOfEvent1Amt |
| Gross Receipts Event1 | $177,700 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $145,500 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $32,200 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $824 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $21,835 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $9,541 | EntertainmentEvent1Amt |
| Gross Receipts Total | $177,700 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $145,500 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $32,200 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $824 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $21,835 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $9,541 | EntertainmentTotalEventsAmt |
| Direct Expense Summary Events | $32,200 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| APPALACHIAN MOUNTAIN CLUB | ||||||||||
| 5 JOY STREET | BOSTON | MA | 02108 | 046001677 | 501(C)(3) | $24,000 | N/A | N/A | ENVIRONMENTAL SUPPORT GRANT | |
| CONSTITUTION ISLAND ASSOC | ||||||||||
| BOX 41 | WEST POINT | NY | 10996 | 510243889 | 501(C)(3) | $5,000 | N/A | N/A | ENVIRONMENTAL EDUCATION GRANT | |
| CARY INSTITUTE OF ECOSYSTEM STUDIES | ||||||||||
| BOX AB SHARON TURNPIKE | MILLBROOK | NY | 12545 | 223232968 | 501(C)(3) | $10,000 | N/A | N/A | ENVIRONMENTAL RESEARCH GRANT | |
| CONSTITUTION MARSH | ||||||||||
| 127 WARREN LANDING RD | GARRISON | NY | 10524 | 131624102 | 501(C)(3) | $7,000 | N/A | N/A | ENVIRONMENTAL RESEARCH GRANT | |
| CORBIN HILL FOOD PROJECT | ||||||||||
| 119 WEST 120TH ST | NYC | NY | 10027 | 461206478 | 501(C)(3) | $109,132 | N/A | N/A | TO PROVIDE FOOD TO UNDERSERVED AREAS | |
| GARRISON UNION FREE SCHOOL DISTRICT | ||||||||||
| 110 RTE 9D BOX 193 | GARRISON | NY | 10524 | 146001817 | N/A | $5,000 | N/A | N/A | MALCOLM GORDON CHARITABLE FUND - ENVIRONMENTAL EDUCATION | |
| HUDSON RIVER SLOOP CLEARWATER INC | ||||||||||
| 724 WOLCOTT AVE | BEACON | NY | 12508 | 146049022 | 501(C)(3) | $10,000 | N/A | N/A | MALCOLM GORDON CHARITABLE FUND - ENVIRONMENTAL EDUCATION | |
| HUDSON HIGHLANDS LAND TRUST | ||||||||||
| PO BOX 226 | GARRISON | NY | 10524 | 133528266 | 501(C)(3) | $7,500 | N/A | N/A | MALCOLM GORDON CHARITABLE FUND - ENVIRONMENTAL EDUCATION | |
| HUDSON RIVER VALLEY INSTITUTE | ||||||||||
| 3399 NORTH ROAD | POUGHKEEPSIE | NY | 12601 | 141442493 | 501(C)(3) | $5,750 | N/A | N/A | MCHENRY HUDSON RIVER VALLEY AWARD | |
| NORTH CAROLINA WILDLIFE FEDERATION | ||||||||||
| 2155 MCCLINTOCK ROAD | CHARLOTTE | NC | 28205 | 561564376 | 501(C)(3) | $22,500 | N/A | N/A | LAND CONSERVATION EDUCATION | |
| NY-NJ TRAIL CONFERENCE | ||||||||||
| 156 RAMAPO VALLEY ROAD | MAHWAH | NJ | 07430 | 226042838 | 501(C)(3) | $5,750 | N/A | N/A | MCHENRY HUDSON RIVER VALLEY AWARD | |
| SOUTHERN APPALACHIAN HIGHLANDS CONSERVANCY | ||||||||||
| 34 WALL STREET SUITE 502 | ASHEVILLE | NC | 28801 | 621098890 | 501(C)(3) | $25,000 | N/A | N/A | ENVIRONMENTAL SUPPORT GRANT | |
| STORM KING ART CENTER | ||||||||||
| OLD PLEASANT HILL RD | MOUNTAINVILLE | NY | 10953 | 141457573 | 501(C)(3) | $8,000 | N/A | N/A | MALCOLM GORDON CHARITABLE FUND - ENVIRONMENTAL EDUCATION | |
| SOUTH CAROLINA WILDLIFE FEDERATION | ||||||||||
| 215 PICKENS ST | COLUMBIA | SC | 29205 | 570602549 | 501(C)(3) | $22,500 | N/A | N/A | LAND CONSERVATION EDUCATION | |
| TRUST FOR PUBLIC LAND | ||||||||||
| 116 NEW MONTGOMERY ST | SAN FRANCISCO | CA | 94105 | 237222333 | 501(C)(3) | $24,740 | N/A | N/A | LAND CONSERVATION EDUCATION | |
| WINNAKEE LAND TRUST | ||||||||||
| PO BOX 610 | RHINEBECK | NY | 12572 | 141722963 | 501(C)(3) | $5,000 | N/A | N/A | MALCOLM GORDON CHARITABLE FUND - ENVIRONMENTAL EDUCATION | |
| WOODSTOCK LAND CONSERVANCY | ||||||||||
| PO BOX 864 | WOODSTOCK | NY | 12498 | 222950482 | 501(C)(3) | $5,750 | N/A | N/A | MCHENRY HUDSON RIVER VALLEY AWARD | |
| OPEN SPACE INSTITUTE LAND TRUST INC | ||||||||||
| 1350 BROADWAY SUITE 201 | NEW YORK | NY | 10018 | 133028060 | 501(C)(3) | $3,155,940 | NET BOOK VALUE | SEE SCHEDULE N, PART III | LAND ACQUISITION AND RELATED PROGRAMS | $200,915 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | 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 | $8,815 | $390,955 | $0 | $0 | $0 | $0 | $718 | $31,824 | $618 | $27,409 | $10,151 | $450,188 | $0 | $0 |
| PETER HOWELL | ||||||||||||||
| EXECUTIVE VP, CONSERVATION CAPITAL | $8,049 | $204,292 | $0 | $0 | $0 | $0 | $664 | $16,856 | $690 | $17,499 | $9,403 | $238,647 | $0 | $0 |
| ROBERT K ANDERBERG | ||||||||||||||
| VP & GENERAL COUNSEL | $11,412 | $183,843 | $0 | $0 | $0 | $0 | $921 | $14,834 | $1,165 | $18,762 | $13,498 | $217,439 | $0 | $0 |
| ALICE GLEASON | ||||||||||||||
| SENIOR VP, FINANCE & CFO | $2,092 | $150,136 | $0 | $0 | $0 | $0 | $157 | $11,243 | $229 | $16,414 | $2,478 | $177,793 | $0 | $0 |
| SAMAYLA DEUTCH | ||||||||||||||
| VP & ASSOCIATE GENERAL COUNSEL | $3,381 | $165,409 | $0 | $0 | $0 | $0 | $273 | $13,374 | $393 | $19,208 | $4,047 | $197,991 | $0 | $0 |
| TALLY BLUMBERG | ||||||||||||||
| SENIOR VP OF PROGRAMS | $13,594 | $172,220 | $0 | $0 | $0 | $0 | $637 | $8,067 | $2,050 | $25,976 | $16,281 | $206,263 | $0 | $0 |
| ERIK KULLESEID | ||||||||||||||
| VP, DIR. ALLIANCE FOR NYS PARKS | $0 | $176,849 | $0 | $0 | $0 | $0 | $0 | $14,343 | $0 | $28,026 | $0 | $219,218 | $0 | $0 |
| TERRENCE NOLAN | ||||||||||||||
| SENIOR VP, CONSERVATION | $0 | $173,304 | $0 | $0 | $0 | $0 | $0 | $13,251 | $0 | $28,026 | $0 | $214,581 | $0 | $0 |
| LESLIE KANE SZYNAL | ||||||||||||||
| DIRECTOR OF OUTDOORS AMERICA | $203,372 | $0 | $0 | $0 | $0 | $0 | $15,751 | $0 | $28,026 | $0 | $247,149 | $0 | $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 | $193,089 | 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, 2013 AMOUNTED TO $193,089. | ExplanationTxt |
Schedule N IRS990ScheduleN
Disposition Of Assets Detail DispositionOfAssetsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Distri Or Expnss Paid | SEE PART III | AssetsDistriOrExpnssPaidDesc |
| Distribution | 2013-12-31 | DistributionDt |
| Fair Market Value Of Asset | $3,356,855 | FairMarketValueOfAssetAmt |
| Method Of FMV Determination | NET BOOK VALUE | MethodOfFMVDeterminationTxt |
| EIN | 133028060 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPEN SPACE INSTITUTE LAND TRUST INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 BROADWAY SUITE 201 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100187799 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | 501(C)(3) | IRCSectionTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | Yes (1) | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | Yes (1) | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | 0 | OwnerOfSuccessor2Ind |
| Receive Compensation2 | 0 | ReceiveCompensation2Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 2E: | EXPLANATION OF INVOLVEMENT: OPEN SPACE INSTITUTE, INC. AND THE OPEN SPACE INSTITUTE LAND TRUST, INC. SHARE A COMMON BOARD OF TRUSTEES AND MANAGEMENT. |
| SCHEDULE N, PART II, LINE 1(A): | SEVERAL OVERLAPPING PROGRAMS OF OPEN SPACE INSTITUTE, INC. WERE TRANSFERRED TO OPEN SPACE INSTITUTE LAND TRUST, INC. DURING 2013 TO CONSOLIDATE SIMILAR PROGRAMS INTO ONE ENTITY. THE NET ASSETS OF $3,356,855 TRANSFERRED TO OPEN SPACE INSTITUTE LAND TRUST, INC. CONSISTED OF THE FOLLOWING:1) NATURAL LAND AREAS AND IMPROVEMENTS WITH A NET BOOK VALUE OF $873,882 AND TOTAL ACREAGE OF 111.56 ACRES,2) CONSERVATION EASEMENTS WITH A NET BOOK VALUE OF $33 AND TOTAL ACREAGE OF 9,459.15 ACRES,3) LOANS RECEIVABLE WITH A NET BOOK VALUE OF $587,000,4) LOANS PAYABLE WITH A NET BOOK VALUE OF ($1,260,000),5) OTHER DONOR-RESTRICTED FUNDS FOR SPECIFIC PROGRAMS WITH A NET BOOK VALUE OF $2,348,426, AND6) A GRANT TO SETTLE THE YEAR-END RECEIVABLE BALANCE OWED BY OPEN SPACE INSTITUTE LAND TRUST, INC. TO OPEN SPACE INSTITUTE, INC. OF $807,514. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | SEVERAL OVERLAPPING PROGRAMS OF OPEN SPACE INSTITUTE, INC. WERE TRANSFERRED TO OPEN SPACE INSTITUTE LAND TRUST, INC. DURING 2013 TO CONSOLIDATE SIMILAR PROGRAMS INTO ONE ENTITY (SEE SCHEDULE N FOR MORE INFORMATION). |
| 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 | CONSULTANTS: PROGRAM SERVICE EXPENSES 654,253. MANAGEMENT AND GENERAL EXPENSES 41,083. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 695,336. CITAC MANAGEMENT FEES: PROGRAM SERVICE EXPENSES 135,281. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 135,281. |
| FORM 990, PART XI, LINE 9: | IN-KIND INTEREST EXPENSE -16,528. |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | 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 | |||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON HILL ASSOCIATES INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 BROADWAY SUITE 201 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141644926 | EIN |
| Primary Activities | HOLDING LAND | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPEN SPACE INSTITUTE LAND TRUST INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | 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 | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPEN SPACE INSTITUTE LAND TRUST INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionTypeTxt |
| Involved | $3,356,855 | InvolvedAmt |
| Method Of Amount Determination | NET BOOK VALUE | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART IV: | FormAndLineReferenceDesc |
| Explanation | IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION: JOHNSON HILL ASSOCIATES, INC. WAS DISSOLVED AS OF 12/31/2013. | ExplanationTxt |
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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 BROADWAY SUITE 201 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133028060 | EIN |
| Electing Organization | Yes (X) | ElectingOrganizationInd |
| Total Grassroots Lobby | $42,348 | TotalGrassrootsLobbyAmt |
| Total Direct Lobby | $19,793 | TotalDirectLobbyAmt |
| Total Lobby Expenditure | $62,141 | TotalLobbyExpenditureAmt |
| Other Exempt Purpose Expend | $16,338,294 | OtherExemptPurposeExpendAmt |
| Total Exempt Purpose Expend | $16,400,435 | TotalExemptPurposeExpendAmt |
| Lobby Nontx | $970,022 | LobbyNontxAmt |
| Grassroots Nontx | $242,506 | GrassrootsNontxAmt |
| Total Lobby Grssroot Mns Nontx | $0 | TotalLobbyGrssrootMnsNontxAmt |
| Tot Lbby Expend Mns Lobby Nontx | $0 | TotLbbyExpendMnsLobbyNontxAmt |
| Share Excess Lobby Expend | $0 | ShareExcessLobbyExpendAmt |
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