OPEN SPACE INSTITUTE LAND TRUST INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- OPEN SPACE INSTITUTE LAND TRUST INC (EIN 13-3028060)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-02
- IRS object ID
- 201342759349300214
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
- Affiliated Group Attachment
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-02T13:26:05-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113518842 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH & SHRON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133028060 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPEN SPACE CONSERVANCY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OPEN | NameControl |
| Phone | 2122908200 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT K ANDERBERG ESQ | Name |
| Title | VP & GENERAL COUNSEL | Title |
| Phone | 2122908200 | Phone |
| Date Signed | 2013-10-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT R LYONS | Name |
| PTIN | P00227472 | PTIN |
| Phone | 2125038800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CHRISTOPHER J ELLIMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 66830376 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OSINY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1980 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | A SUPPORTING ORGANIZATION OF THE OPEN SPACE INSTITUTE, INC. THAT HOLDS LAND & CONSERVATION EASEMENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 14341396 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5091149 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7132295 | InvestmentIncomePriorYear |
| Investment Income Current Year | 478057 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 87607 | OtherRevenuePriorYear |
| Other Revenue Current Year | 114909 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 21561298 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5684115 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 5019061 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4107406 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3505672 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3955768 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 75000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 230870 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4662097 | OtherExpensePriorYear |
| Other Expenses Current Year | 4486472 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13261830 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12549646 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 8299468 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -6865531 | RevenuesLessExpensesCY |
| Total Assets BOY | 229755550 | TotalAssetsBOY |
| Total Assets EOY | 251658149 | TotalAssetsEOY |
| Total Liabilities BOY | 3931710 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11647888 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 225823840 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 240010261 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | OPEN SPACE CONSERVANCY, INC. IS A SUPPORTING ORGANIZATION OF OPEN SPACE INSTITUTE, INC., WHICH PROTECTS SCENIC, NATURAL AND HISTORIC LANDSCAPES TO ENSURE PUBLIC ENJOYMENT, CONSERVE HABITATS AND SUSTAIN COMMUNITY CHARACTER. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7347198 | Expense |
| Grants | 1448892 | Grants |
| Description | OPEN SPACE INSTITUTE, INC. ("OSI")) AND ITS SUPPORTING ORGANIZATION, OPEN SPACE CONSERVANCY, INC. ("OSC") BOTH CONDUCT LAND ACQUISITION PROGRAMS THAT PROTECT CRITICAL OPEN SPACE, WILDLIFE HABITAT, PARKLAND AND RECREATION AREAS, FAMILY FARMS AND HISTORIC SITES. OSI AND OSC BOTH PARTNER WITH LOCAL AND STATE GOVERNMENT TO EXPAND PARKLANDS ACROSS NEW YORK STATE, EXTENDING FROM THE PROTECTION OF THE HUDSON RIVER VALLEY, CATSKILLS, AND THE SHAWANGUNK RIDGE, AREAS SIGNIFICANT FOR AGRICULTURAL PRODUCTIVITY, SCENIC BEAUTY AND CLOSE-TO-HOME RECREATION OPPORTUNITIES FOR MILLIONS OF PEOPLE, TO SAFEGUARDING THE RURAL FARMLAND OF THE CHAMPLAIN VALLEY AND ACCESS TO THE HIGH PEAKS OF THE ADIRONDACKS. IN 2012, OSC PROTECTED 1,182 ACRES HAVING A FAIR MARKET VALUE OF $6.5 MILLION (SEE SCHEDULE O FOR MORE INFORMATION). IN CONJUNCTION WITH LAND ACQUISITION, OSI'S AND OSC'S LAND STEWARDSHIP PROGRAM MANAGES AND STEWARDS LANDS HELD BY OSI AND OSC AND OVER 320 CONSERVATION EASEMENTS THAT PROTECT THOUSANDS OF ACRES OF OPEN SPACE IN NEW YORK STATE. OSI AND OSC ALSO TRANSFER LANDS THEY ACQUIRE TO PUBLIC ENTITIES, SUCH AS THE NYS OFFICE OF PARKS RECREATION AND HISTORIC PRESERVATION AND THE NYS DEPARTMENT OF ENVIRONMENTAL CONSERVATION, TO BE HELD AND USED AS PARKLAND. OSI AND OSC ALSO TRANSFER LAND IT ACQUIRES TO PARTNERING LAND TRUSTS AND PRIVATE CONSERVATION BUYERS SUBJECT TO CONSERVATION RESTRICTIONS. OSI AND OSC ARE ALSO RESPONSIBLE FOR ENFORCING THE TERMS OF CONSERVATION EASEMENTS THAT THEY HOLD. IN 2012, OSI'S LAND STEWARDSHIP PROGRAM MONITORED 9,459 ACRES PROTECTED BY CONSERVATION EASEMENTS AND MAINTAINED 4 PROPERTIES, WHILE OSC MONITORED 25,631 ACRES PROTECTED BY CONSERVATION EASEMENTS AND MANAGED 103 CONSERVATION PROPERTIES. OSI AND OSC ARE ALSO STRONG ADVOCATES FOR THE PROTECTION OF OPEN SPACE AT THE FEDERAL, STATE AND LOCAL LEVELS OF GOVERNMENT, AND EDUCATE PUBLIC OFFICIALS AND THE GENERAL PUBLIC ABOUT THE NEED FOR OPEN SPACE AND THE BENEFITS OPEN SPACE PROVIDES.IN ADDITION, THE ALLIANCE FOR NEW YORK STATE PARKS IS COMMITTED TO THE RESTORATION, MAINTENANCE, AND SUPPORT OF NEW YORK'S 213 STATE PARKS AND HISTORIC SITES. AS A MEANS OF REVITALIZING THE STATE'S WORLD-CLASS YET AGING PARK SYSTEM, THE ALLIANCE ADVOCATES FOR ADEQUATE PUBLIC SUPPORT, BUILDS STRONGER PUBLIC-PRIVATE PARTNERSHIPS, AND SPEARHEADS CAPITAL CAMPAIGNS AT PARKS THROUGHOUT THE STATE TO IMPROVE THE VISITOR EXPERIENCE.THESE ACTIVITIES ARE SUPPORTED BY CONTRIBUTIONS AND INCOME AS DISCLOSED IN PART I. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3528726 | Expense |
| Grants | 2658514 | Grants |
| Description | OSI AND OSC BOTH ADMINISTER A CONSERVATION CAPITAL PROGRAM ("CCP") WHICH FURTHERS CONSERVATION OF OPEN SPACE THROUGHOUT THE EASTERN UNITED STATES AND SOUTHERN CANADA BY PROVIDING GRANTS AND LOW-COST BRIDGE FINANCING FOR REGIONALLY IMPORTANT LAND PROJECTS IN SELECTED LANDSCAPES IN THE EASTERN U.S. AND SOUTHERN CANADA. CCP WORKS WITH DONORS TO DESIGN AND ADMINISTER GRANT PROGRAMS AND WITH LAND TRUSTS TO STRUCTURE AND IMPLEMENT CONSERVATION TRANSACTIONS. CCP ASSISTS PROJECTS THAT ENHANCE EXISTING CONSERVATION LANDS AND HELP TO CHANNEL OR REDIRECT DEVELOPMENT AWAY FROM SENSITIVE NATURAL AREAS OR THAT WILL PROTECT OPEN SPACES UNDER IMMEDIATE THREAT OF BEING DEVELOPED. OSC MADE 22 GRANTS AND 3 LOANS, TOTALING $6.7 MILLION (SEE SCHEDULE O FOR MORE INFORMATION).IN THE AGGREGATE, OSI'S AND OSC'S CONSERVATION CAPITAL PROGRAM PROTECTED 39,675 ACRES IN 10 STATES AND PROVINCES WITH A FAIR MARKET VALUE OF $40 MILLION IN 2012. THESE ACTIVITIES ARE SUPPORTED BY CONTRIBUTIONS AND INCOME AS DISCLOSED IN PART I. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 10875924 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH HOLLAND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2122908200 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (36 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| JOHN H ADAMS | |||||||
| CHAIRMAN | 3.00 | 3.00 | X | X | 0 | 0 | 0 |
| PETER A BIENSTOCK | |||||||
| VICE-CHAIR | 3.00 | 3.00 | X | X | 0 | 0 | 0 |
| CAROLINE NIEMCZYK | |||||||
| VICE-CHAIR | 3.00 | 3.00 | X | X | 0 | 0 | 0 |
| PAUL J ELSTON | |||||||
| TREASURER | 3.00 | 3.00 | X | X | 0 | 0 | 0 |
| EDWARD A AMES | |||||||
| SECRETARY | 3.00 | 3.00 | X | X | 0 | 0 | 0 |
| SUSAN BABCOCK | |||||||
| TRUSTEE | 3.00 | 3.00 | X | 0 | 0 | 0 | |
| ELIZABETH BORDEN | |||||||
| TRUSTEE | 3.00 | 3.00 | X | 0 | 0 | 0 | |
| GILMAN S BURKE | |||||||
| TRUSTEE | 3.00 | 3.00 | X | 0 | 0 | 0 | |
| JOHN CAHILL | |||||||
| TRUSTEE | 3.00 | 3.00 | X | 0 | 0 | 0 | |
| T JEFFERSON CUNNINGHAM III | |||||||
| TRUSTEE | 3.00 | 3.00 | X | 0 | 0 | 0 | |
| J MATTHEW DAVIDSON | |||||||
| TRUSTEE | 3.00 | 3.00 | X | 0 | 0 | 0 | |
| JOHN ERNST | |||||||
| TRUSTEE | 3.00 | 3.00 | X | 0 | 0 | 0 | |
| SAMUEL G HUBER | |||||||
| TRUSTEE | 3.00 | 3.00 | X | 0 | 0 | 0 | |
| FELIX KAUFMAN DECEASED 1112 | |||||||
| TRUSTEE | 3.00 | 3.00 | X | 0 | 0 | 0 | |
| SAMUEL W LAMBERT III | |||||||
| TRUSTEE | 3.00 | 3.00 | X | 0 | 0 | 0 | |
| W BARNABAS MCHENRY | |||||||
| TRUSTEE | 3.00 | 3.00 | X | 0 | 0 | 0 | |
| KATHERINE O ROBERTS | |||||||
| TRUSTEE | 3.00 | 3.00 | X | 0 | 0 | 0 | |
| HUME R STEYER | |||||||
| TRUSTEE | 3.00 | 3.00 | X | 0 | 0 | 0 | |
| PATRICIA F SULLIVAN | |||||||
| TRUSTEE | 3.00 | 3.00 | X | 0 | 0 | 0 | |
| YUKI MOORE LAURENTI | |||||||
| TRUSTEE | 3.00 | 3.00 | X | 0 | 0 | 0 | |
| CAROL ASH | |||||||
| TRUSTEE | 3.00 | 3.00 | X | 0 | 0 | 0 | |
| DALE S BRYK | |||||||
| TRUSTEE | 3.00 | 3.00 | X | 0 | 0 | 0 | |
| JOSHUA GINSBERG PHD | |||||||
| TRUSTEE | 3.00 | 3.00 | X | 0 | 0 | 0 | |
| JEREMY GUTH | |||||||
| TRUSTEE | 3.00 | 3.00 | X | 0 | 0 | 0 | |
| HOLLY HEGENER | |||||||
| TRUSTEE | 3.00 | 3.00 | X | 0 | 0 | 0 | |
| STEPHEN CLEARMAN | |||||||
| TRUSTEE | 3.00 | 3.00 | X | 0 | 0 | 0 | |
| CHRISTOPHER J ELLIMAN | |||||||
| PRESIDENT & CEO | 32.50 | 2.50 | X | 329043 | 20957 | 54460 | |
| PETER HOWELL | |||||||
| EXECUTIVE VP | 25.50 | 9.50 | X | 140432 | 72569 | 25816 | |
| ROBERT K ANDERBERG | |||||||
| V.P. & GENERAL COUNSEL | 32.20 | 2.80 | X | 177920 | 6760 | 32543 | |
| ANTONIA BOWRING | |||||||
| V.P. & COO (LEFT 6/20/13) | 25.30 | 9.70 | X | 103449 | 48532 | 38490 | |
| JOSEPH G HOLLAND | |||||||
| ASSISTANT TREASURER | 29.80 | 5.20 | X | 96886 | 9194 | 10038 | |
| SAMAYLA DEUTCH | |||||||
| V.P., ASSOCIATE GENERAL COUNSEL | 33.30 | 1.70 | X | 165776 | 3904 | 32073 | |
| TALLY BLUMBERG | |||||||
| V.P., PROGRAMS | 30.30 | 4.70 | X | 150869 | 23631 | 33441 | |
| NATE BERRY | |||||||
| VICE PRESIDENT | 35.00 | 0.00 | X | 93600 | 0 | 33533 | |
| ERIK KULLESEID | |||||||
| V.P., DIR. ALLIANCE FOR NY | 34.60 | 0.40 | X | 166400 | 0 | 39773 | |
| TERRENCE NOLAN | |||||||
| V.P., CONSERVATION | 35.00 | 0.00 | X | 164180 | 0 | 39595 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1588555 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 185547 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 339762 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DAVID CLOUSER & ASSOCIATES | |||||
| 1 PARADIES LANE | NEW PALTZ | NY | 12561 | ENGINEERING | 187384 |
| PRIME BUCHHOLZ & ASSOCIATES | |||||
| 273 CORPORATE DR | PORTSMOUTH | NH | 03801 | INVESTMENT CONSULTANT | 134126 |
| SOLID GROUND CONSULTING GROUP | |||||
| 1001 SE WATER STREET | PORTLAND | OR | 97214 | CONSULTING | 100900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Related Organizations | 1068170 | RelatedOrganizations |
| Government Grants | 187278 | GovernmentGrants |
| All Other Contributions | 3835701 | AllOtherContributions |
| Noncash Contributions | 1412848 | NoncashContributions |
| Total Contributions | 5091149 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 762938 | TotalRevenueColumn |
| Exclusion | $762,938 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 79262 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 79262 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 79262 | TotalRevenueColumn |
| Exclusion | $79,262 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 60266467 | Securities |
| Other | 594913 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 60660563 | Securities |
| Other | 485698 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -394096 | Securities |
| Other | 109215 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -284881 | TotalRevenueColumn |
| Exclusion | -$284,881 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| SERVICE INCOME | 900099 | 35640 | $35,640 |
| MISCELLANEOUS | 900099 | 7 | $7 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 35647 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5684115 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $592,966 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4010931 | Total |
| Program Services | 4010931 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96475 | Total |
| Program Services | 96475 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1588555 | Total |
| Program Services | 1207243 | ProgramServices |
| Management And General | 329842 | ManagementAndGeneral |
| Fundraising | 51470 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1464184 | Total |
| Program Services | 1060370 | ProgramServices |
| Management And General | 304018 | ManagementAndGeneral |
| Fundraising | 99796 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 211823 | Total |
| Program Services | 157393 | ProgramServices |
| Management And General | 43943 | ManagementAndGeneral |
| Fundraising | 10487 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 503619 | Total |
| Program Services | 374208 | ProgramServices |
| Management And General | 104477 | ManagementAndGeneral |
| Fundraising | 24934 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187587 | Total |
| Program Services | 139384 | ProgramServices |
| Management And General | 38916 | ManagementAndGeneral |
| Fundraising | 9287 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36526 | Total |
| Program Services | 31620 | ProgramServices |
| Management And General | 4906 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59350 | Total |
| Program Services | 44770 | ProgramServices |
| Management And General | 14580 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 437220 | Total |
| Management And General | 437220 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 351319 | Total |
| Program Services | 350869 | ProgramServices |
| Management And General | 450 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78995 | Total |
| Program Services | 78705 | ProgramServices |
| Management And General | 290 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2021 | Total |
| Program Services | 1696 | ProgramServices |
| Management And General | 325 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10360 | Total |
| Program Services | 10291 | ProgramServices |
| Management And General | 69 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 728735 | Total |
| Program Services | 545909 | ProgramServices |
| Management And General | 147949 | ManagementAndGeneral |
| Fundraising | 34877 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98012 | Total |
| Program Services | 91990 | ProgramServices |
| Management And General | 6022 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47008 | Total |
| Program Services | 47008 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181980 | Total |
| Program Services | 181980 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132488 | Total |
| Program Services | 132488 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| COST OF EASEMENTS | 1208382 | 1208382 |
| LOSS ON SALE/TRANSFER | 578083 | 578083 |
| REAL ESTATE TAXES | 292107 | 292107 |
| PROPERTY MAINTENANCE | 213967 | 213967 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29919 | Total |
| Program Services | 20055 | ProgramServices |
| Management And General | 9845 | ManagementAndGeneral |
| Fundraising | 19 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12549646 | Total |
| Program Services | 10875924 | ProgramServices |
| Management And General | 1442852 | ManagementAndGeneral |
| Fundraising | 230870 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23882205 | BOY |
| EOY | 30141967 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5527714 | BOY |
| EOY | 846845 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 211182 | BOY |
| EOY | 450450 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3168047 | BOY |
| EOY | 3666347 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 843034 | BOY |
| EOY | 849236 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 36724825 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2334684 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35702062 | BOY |
| EOY | 34390141 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34144628 | BOY |
| EOY | 36147595 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126276678 | BOY |
| EOY | 142114987 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 3050581 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 229755550 | BOY |
| EOY | 251658149 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 307955 | BOY |
| EOY | 805764 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2500000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3537260 | BOY |
| EOY | 5785775 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86495 | BOY |
| EOY | 2556349 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3931710 | BOY |
| EOY | 11647888 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68078738 | BOY |
| EOY | 70829821 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 157745102 | BOY |
| EOY | 169180440 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 225823840 | BOY |
| EOY | 240010261 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 229755550 | BOY |
| EOY | 251658149 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -6865531 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 25691077 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -4639125 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPEN SPACE INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521053406 | EIN |
| Type Of Organization | 7 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Belongs To Affiliated Group | X | OrgBelongsToAffiliatedGroup |
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 121227 | AffiliatedGroupTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 27022 | FilingOrganizationsTotals |
| Affiliated Group Totals | 120960 | AffiliatedGroupTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 27022 | FilingOrganizationsTotals |
| Affiliated Group Totals | 242187 | AffiliatedGroupTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 12522624 | FilingOrganizationsTotals |
| Affiliated Group Totals | 16995357 | AffiliatedGroupTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 12549646 | FilingOrganizationsTotals |
| Affiliated Group Totals | 17237544 | AffiliatedGroupTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 777482 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1000000 | AffiliatedGroupTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 194371 | FilingOrganizationsTotals |
| Affiliated Group Totals | 250000 | AffiliatedGroupTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 749680 | CurrentYearMinus3 |
| Current Year Minus2 | 892949 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 3642629 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,463,944 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 569 | CurrentYearMinus3 |
| Current Year Minus2 | 580820 | CurrentYearMinus2 |
| Current Year Minus1 | 394248 | CurrentYearMinus1 |
| Current Year | 242187 | CurrentYear |
| Total | 1217824 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 187420 | CurrentYearMinus3 |
| Current Year Minus2 | 223237 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 910657 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,365,986 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 176819 | CurrentYearMinus2 |
| Current Year Minus1 | 122278 | CurrentYearMinus1 |
| Current Year | 121227 | CurrentYear |
| Total | 420324 | Total |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation For Public Use | X | PreservationForPublicUse |
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Preservation Of Open Space | X | PreservationOfOpenSpace |
| Historic Land Area | X | HistoricLandArea |
| Total Number Of Easements | 283 | TotalNumberOfEasements |
| Total Acreage | 25631.00 | TotalAcreage |
| Nmbr Easements Modified | 1 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 2105.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 120114 | ExpensesIncurredForEnforcement |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 140777927 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 21610864 | InvestmentEarningsOrLosses |
| Other Expenditures | 8445160 | OtherExpenditures |
| End Of Year Balance | 153943631 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 143726233 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1464534 | InvestmentEarningsOrLosses |
| Other Expenditures | 4412840 | OtherExpenditures |
| End Of Year Balance | 140777927 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 132462248 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 16003854 | InvestmentEarningsOrLosses |
| Other Expenditures | 4739869 | OtherExpenditures |
| End Of Year Balance | 143726233 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 115507939 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 20637191 | InvestmentEarningsOrLosses |
| Other Expenditures | 3682882 | OtherExpenditures |
| End Of Year Balance | 132462248 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 173073908 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -51183509 | InvestmentEarningsOrLosses |
| Other Expenditures | 6382460 | OtherExpenditures |
| End Of Year Balance | 115507939 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment EOY Balance | 1.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 31583891 | OtherCostOrOtherBasis |
| Book Value | 31583891 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3417486 | OtherCostOrOtherBasis |
| Depreciation | 1187620 | Depreciation |
| Book Value | 2229866 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1464265 | OtherCostOrOtherBasis |
| Depreciation | 888164 | Depreciation |
| Book Value | 576101 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 258900 | OtherCostOrOtherBasis |
| Depreciation | 258900 | Depreciation |
| Book Value | 0 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 283 | OtherCostOrOtherBasis |
| Book Value | 283 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 34390141 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| PRIVATELY MANAGED INVESTMENTS | 142114787 | F |
| INVESTMENT IN JOHNSON HILL ASSOCIATES | 200 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 142114987 | TotalOfBookValueSecurities |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RECEIVABLE - REDEEMED INVESTMENTS | Description |
| Book Value | 3050581 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3050581 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSIT ON SALE | $671,500 |
| DUE TO RELATED ORGANIZATIONS | $735,632 |
| DUE TO RELATED ORGANIZATIONS - UNITIZED INVESTMENT POOL | $1,149,217 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2556349 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: | 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. |
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE WALLACE ENDOWMENT 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2012 AND 2011 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, 2009 AND PRIOR YEARS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| NORTH AMERICA - CANADA AND MEXICO | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN TRANSBORDER CANADA | LAND ACQUISITION AND STEWARDSHIP | 96475 |
| CENTRAL AMERICA AND THE CARIBBEAN - | 0 | 0 | OFFSHORE INVESTMENT VEHICLES | N/A | 50791000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 50887475 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 50887475 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|
| NORTH AMERICA | TRANSBORDER GRANT - APPALACHIAN CORRIDOR | 20000 | WIRE TRANSFER |
| NORTH AMERICA | TRANSBORDER GRANT - FRIENDS OF THE NATURE CONSERVANCY OF CANADA | 76475 | WIRE TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 2 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | SCHEDULE F PART 1,LINE 2: | ReturnReference |
| Explanation | GRANTEES EXECUTE A WRITTEN AGREEMENT WHICH REQUIRES THEM TO SUBMIT WRITTEN REPORTS TO OSC FOR THE PERIOD OF THE AGREEMENT. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (27 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|
| AMMONOOSUC CONSERVATION TRUST | |||||||||
| 107 GLESSNER RD | BETHLEHEM | NH | 03574 | 026121209 | 501(C)(3) | 17500 | N/A | N/A | COMMUNITY FOREST GRANT |
| ASHBY LAND TRUST | |||||||||
| PO BOX 144 | ASHBY | MA | 01431 | 043480599 | 501(C)(3) | 11000 | N/A | N/A | MASSACHUSETTS ACCELERATION GRANT |
| BERKS COUNTY CONSERVANCY | |||||||||
| 25 N 11TH ST | READING | PA | 19601 | 231996295 | 501(C)(3) | 14022 | N/A | N/A | NJ BAYSHORE/PA HIGHLANDS GRANT |
| BLACK ROCK FOREST CONSORTIUM INC | |||||||||
| 19 WEST 44TH ST ROOM 1407 | CORNWALL | NY | 12518 | 133356463 | 501(C)(3) | 8500 | N/A | N/A | ENVIRONMENTAL SUPPORT GRANT |
| COLUMBIA LAND CONSERVANCY INC | |||||||||
| PO BOX 299 | CHATHAM | NY | 12037 | 222757332 | 501(C)(3) | 208766 | N/A | N/A | TRANSFER OF STEWARDSHIP ENDOWMENT |
| DOWNEAST LAKES LAND TRUST | |||||||||
| PO BOX 75 | GRAND LAKE STREAM | ME | 04637 | 010541131 | 501(C)(3) | 500000 | N/A | N/A | GRANT TO FUND CONSERVATION EASEMENT PURCHASE |
| ENVIRONMENTAL ADVOCATES OF NY INC | |||||||||
| 353 HAMILTON ST | ALBANY | NY | 12210 | 222360736 | 501(C)(3) | 5200 | N/A | N/A | ENVIRONMENTAL SUPPORT GRANT |
| ESF COLLEGE FOUNDATION INC | |||||||||
| 1 FORESTRY DR 214 BRAY HALL | SYRACUSE | NY | 13210 | 156023443 | 501(C)(3) | 176396 | N/A | N/A | FACILITIES CONSTRUCTION GRANT |
| GREATER WORCESTER LAND TRUST INC | |||||||||
| 4 ASH ST | WORCESTER | MA | 01608 | 222857318 | 501(C)(3) | 11000 | N/A | N/A | MASSACHUSETTS ACCELERATION GRANT |
| HERITAGE CONSERVANCY | |||||||||
| 85 OLD DUBLIN PIKE | DOYLESTOWN | PA | 18901 | 236296515 | 501(C)(3) | 53448 | N/A | N/A | NJ BAYSHORE/PA HIGHLANDS GRANT |
| LAND TRUST ALLIANCE | |||||||||
| 1660 L STREET NW SUITE 1100 | WASHINGTON | DC | 20036 | 042751357 | 501(C)(3) | 15000 | N/A | N/A | ENIVRONMENTAL SUPPORT GRANT |
| MAINE COAST HERITAGE TRUST | |||||||||
| 1 MAIN ST STE 201 | TOPSHAM | ME | 04086 | 237099105 | 501(C)(3) | 127940 | N/A | N/A | DUKE STATE WILDLIFE ACTION PLAN GRANT |
| MONTGOMERY COUNTY LANDS TRUST | |||||||||
| 1031 PALMERS MILL RD | MEDIA | PA | 19063 | 232746506 | 501(C)(3) | 150000 | N/A | N/A | NJ BAYSHORE/PA HIGHLANDS GRANT |
| MOUNT GRACE LAND CONSERVATION TRUST INC | |||||||||
| 1461 OLD KEENE ROAD | ATHOL | MA | 01331 | 042938967 | 501(C)(3) | 280000 | N/A | N/A | SAVING NEW ENGLAND WILDLIFE GRANT |
| NEW JERSEY CONSERVATION FOUNDATION | |||||||||
| 170 LONGVIEW RD | FAR HILLS | NJ | 07931 | 226065456 | 501(C)(3) | 57600 | N/A | N/A | NJ BAYSHORE/PA HIGHLANDS GRANT |
| PLEASANT RIVER WILDLIFE FOUNDATION | |||||||||
| PO BOX 154 | ADDISON | ME | 04606 | 311631801 | 501(C)(3) | 145000 | N/A | N/A | SAVING NEW ENGLAND WILDLIFE GRANT |
| STOWE LAND TRUST | |||||||||
| PO BOX 284 | STOWE | VT | 05672 | 030307155 | 501(C)(3) | 100000 | N/A | N/A | COMMUNITY FOREST GRANT |
| THE CONSERVATION CAMPAIGN | |||||||||
| 101 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | 043515341 | 501(C)(4) | 20000 | N/A | N/A | ENVIRONMENTAL SUPPORT GRANT |
| THE NATURE CONSERVANCY | |||||||||
| 4525 N FAIRFAX DR | ARLINGTON | VA | 22203 | 530242652 | 501(C)(3) | 100000 | N/A | N/A | NJ BAYSHORE/PA HIGHLANDS GRANT - DIOCESE OF CAMDEN, NJ |
| THE NATURE CONSERVANCY | |||||||||
| 4525 N FAIRFAX DR | ARLINGTON | VA | 22203 | 530242652 | 501(C)(3) | 559147 | N/A | N/A | SOUTHERN CUMBERLAND FUND GRANT - JACOB'S MOUNTAIN |
| THE PEW CHARITABLE TRUST | |||||||||
| 2005 MARKET ST | PHILADELPHIA | PA | 19103 | 562307147 | 501(C)(3) | 95659 | N/A | N/A | ACQUISITION GRANTS - STOLFOOZ & FISHER FARM |
| THE TRUSTEES OF RESERVATIONS | |||||||||
| 572 ESSEX ST | BEVERLY | MA | 01915 | 042105780 | 501(C)(3) | 44130 | N/A | N/A | ENVIRONMENTAL SUPPORT GRANT |
| TOWN OF MILAN NY | |||||||||
| 20 WILCOX CIRCLE | MILAN | NY | 12571 | 5500 | N/A | N/A | COMMUNITY FOREST GRANT | ||
| TRUST FOR PUBLIC LAND | |||||||||
| 116 NEW MONTGOMERY ST | SAN FRANCISCO | CA | 94105 | 237222333 | 501(C)(3) | 233862 | N/A | N/A | TRANSBORDER FUND GRANT |
| VERMONT LAND TRUST | |||||||||
| 8 BAILEY AVE | MONTPELIER | VT | 05602 | 032648360 | 501(C)(3) | 39231 | N/A | N/A | COMMUNITY FOREST GRANT |
| WILDLIFE CONSERVATION SOCIETY | |||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | 131740011 | 501(C)(3) | 15000 | N/A | N/A | SAVING NEW ENGLAND WILDLIFE GRANT |
| WALLKILL VALLEY LAND TRUST | |||||||||
| PO BOX 208 | NEW PALTZ | NY | 12561 | 222867070 | 501(C)(3) | 982875 | N/A | N/A | RAIL TRAIL - TRESSLE RESTORATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 25 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANTEES EXECUTE A WRITTEN AGREEMENT WHICH REQUIRES THEM TO SUBMIT WRITTEN REPORTS TO OSC FOR THE PERIOD OF THE AGREEMENT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER J ELLIMAN | ||||||||||||||
| PRESIDENT & CEO | 329043 | 20957 | 0 | 0 | 0 | 0 | 26323 | 1677 | 24876 | 1584 | 380242 | 24218 | 0 | 0 |
| PETER HOWELL | ||||||||||||||
| EXECUTIVE VP | 140432 | 72569 | 0 | 0 | 0 | 0 | 9636 | 4980 | 7384 | 3816 | 157452 | 81365 | 0 | 0 |
| ROBERT K ANDERBERG | ||||||||||||||
| V.P. & GENERAL COUNSEL | 177920 | 6760 | 0 | 0 | 0 | 0 | 14234 | 541 | 17118 | 650 | 209272 | 7951 | 0 | 0 |
| ANTONIA BOWRING | ||||||||||||||
| V.P. & COO (LEFT 6/20/13) | 103449 | 48532 | 0 | 0 | 0 | 0 | 8276 | 3883 | 17923 | 8408 | 129648 | 60823 | 0 | 0 |
| SAMAYLA DEUTCH | ||||||||||||||
| V.P., ASSOCIATE GENERAL COUNSEL | 165776 | 3904 | 0 | 0 | 0 | 0 | 13262 | 312 | 18074 | 425 | 197112 | 4641 | 0 | 0 |
| TALLY BLUMBERG | ||||||||||||||
| V.P., PROGRAMS | 150869 | 23631 | 0 | 0 | 0 | 0 | 6035 | 945 | 22877 | 3584 | 179781 | 28160 | 0 | 0 |
| ERIK KULLESEID | ||||||||||||||
| V.P., DIR. ALLIANCE FOR NY | 166400 | 0 | 0 | 0 | 0 | 0 | 13312 | 0 | 26461 | 0 | 206173 | 0 | 0 | 0 |
| TERRENCE NOLAN | ||||||||||||||
| V.P., CONSERVATION | 164180 | 0 | 0 | 0 | 0 | 0 | 13134 | 0 | 26461 | 0 | 203775 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | CAROLYN NIEMCZYK | NameOfInterestedPerson |
| Relationship With Organization | SEE PART V | RelationshipWithOrganization |
| Amount Of Grant | 20000 | AmountOfGrant |
| Type Of Assistance | SEE PART V | TypeOfAssistance |
| Purpose Of Assistance | SEE PART V | PurposeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | STEPHEN CLEARMAN | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | SEE PART V | Relationship |
| Amount Of Transaction | 181555 | AmountOfTransaction |
| Description Of Transaction | SEE PART V | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCHEDULE L, PART III: | GRANTS OR ASSISTANCE BENEFITTING INTERESTED PERSONS: | IN 2012, OSC AWARDED A $20,000 GRANT TO THE CONSERVATION CAMPAIGN FOR ENVIRONMENTAL SUPPORT.CAROLINE NIEMCZYK, VICE-CHAIR OF OSI/OSC, IS A VOLUNTEER BOARD MEMBER OF THE CONSERVATION CAMPAIGN, AN UNRELATED 501(C)(4) EXEMPT ORGANIZATION. |
| SCHEDULE L, PART IV: | BUSINESS TRANSACTIONS WITH INTERESTED PERSONS: | STEPHEN CLEARMAN, WHO WAS ELECTED TO THE BOARD OF OSI/OSC ON DECEMBER 12, 2012, IS ALSO A MANAGING PARTNER OF KINDERHOOK, L.P. IN WHICH OSI/OSC IS AN INVESTOR. MANAGEMENT FEES PAID BY OSI/OSC TO KINDERHOOK, L.P. DURING THE YEAR ENDED DECEMBER 31, 2012 AMOUNTED TO $181,555. |
Schedule M IRS990ScheduleM
Qualified Contrib Other QualifiedContribOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 707328 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 425000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Real Estate Commercial RealEstateCommercial
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 280520 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF OPEN SPACE CONSERVANCY, INC. IS OPEN SPACE INSTITUTE, INC. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE TRUSTEES OF OPEN SPACE CONSERVANCY, INC. SHALL BE ELECTED AT THE ANNUAL MEETING OF THE BOARD OF TRUSTEES OF THE SOLE MEMBER (OPEN SPACE INSTITUTE, INC.) AND ANY TRUSTEE MAY BE REMOVED, WITH OR WITHOUT CAUSE, BY THE SOLE MEMBER. | |
| FORM 990, PART VI, SECTION B, LINE 11 | OUR 990 IS PREPARED BY AN OUTSIDE INDEPENDENT ACCOUNTING FIRM. THE DRAFT FORM 990 IS REVIEWED BY THE CONTROLLER, CHIEF FINANCIAL OFFICER & GENERAL COUNSEL. AFTER 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 CONSERVANCY, 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 CONSERVANCY, 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 XI, LINE 9: | LOSS ON IMPAIRMENT OF REAL ESTATE -4,833,817. IN-KIND INTEREST INCOME 23,823. IN-KIND INTEREST EXPENSE -57,131. LOAN LOSS RESERVE INCOME 228,000. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| PART XII, LINE 2C: | THE AUDIT COMMITTEE OF THE OPEN SPACE INSTITUTE, INC., A SUPPORTED ORGANIZATION OF THE OPEN SPACE CONSERVANCY, INC., FUNCTIONS AS THE AUDIT COMMITTEE OF OPEN SPACE CONSERVANCY, INC. AND IS RESPONSIBLE FOR THE OVERSIGHT OF OUR FINANCIAL STATEMENTS AND SELECTION OF OUR INDEPENDENT ACCOUNTANT. THE COMMITTEE MEETS QUARTERLY TO REVIEW COMPLEX TRANSACTIONS AND INTERIM FINANCIAL STATEMENTS TO OBTAIN A BETTER UNDERSTANDING OF THE CURRENT FINANCIAL CONDITION OF THE ORGANIZATION. ON AN ANNUAL BASIS, OUR AUDIT COMMITTEE REVIEWS THE REPORT TO THE AUDIT COMMITTEE PREPARED BY OUR OUTSIDE AUDITORS AND THE CONSOLIDATED FINANCIAL STATEMENTS OF OUR ORGANIZATION. THE AUDIT COMMITTEE PERIODICALLY REVIEWS, NOT LESS THAN EVERY FIVE YEARS, THE NEED TO REPLACE OUR INDEPENDENT ACCOUNTANT BASED ON CERTAIN CRITERIA. THE CRITERIA CONSIDERED INCLUDE DETERMINING IF THE INDEPENDENT ACCOUNTANT POSSESSES A HIGH LEVEL OF KNOWLEDGE OF ACCOUNTING STANDARDS AND PRINCIPLES, GENERALLY, AND NOT FOR PROFIT ACCOUNTING KNOWLEDGE, SPECIFICALLY, AND IF THEY CAN COMPLETE THE REQUIRED WORK IN A TIMELY MANNER AT A COMPETITIVE PRICE. | DESCRIPTION OF THE ORGANIZATION'S AUDIT COMMITTEE: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSI CONSERVATION INVESTMENTS LLC | BusinessNameLine1 |
Address US AddressUS
| 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) |
|---|---|---|
| EIN | 133028060 | EIN |
| Primary Activities | INVESTMENT VEHICLE | PrimaryActivities |
| Legal Domicile State | NY | LegalDomicileState |
| Total Income | -187857 | TotalIncome |
| EOY Assets | 169878 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPEN SPACE CONSERVANCY INC | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OPEN SPACE INSTITUTE INC | |||||||||||
| 1350 BROADWAY | NEW YORK | NY | 10018 | 521053406 | LAND PROTECTION | NY | 501(C)(3) | 7 | N/A | 0 | |
| BEAVERKILL VALLEY LAND TRUST INC | |||||||||||
| 1350 BROADWAY | NEW YORK | NY | 10018 | 133545322 | LAND PROTECTION | NY | 501(C)(3) | 11 | 0 | OPEN SPACE INSTITUTE INC | |
| MALCOLM GORDON CHARITABLE TRUST | |||||||||||
| 1350 BROADWAY | NEW YORK | NY | 10018 | 133756345 | ENVIRONMENTAL EDUCATION | NY | 501(C)(3) | 11 | 0 | OPEN SPACE INSTITUTE INC | |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON HILL ASSOCIATES INC | BusinessNameLine1 |
Address US AddressUS
| 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 Activity | HOLDING LAND | PrimaryActivity |
| Legal Domicile State | NY | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPEN SPACE CONSERVANCY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 85017 | ShareOfTotalIncome |
| Share Of EOY Assets | 234576 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| OPEN SPACE INSTITUTE INC | ||
| C | 1068170 | FORGIVENESS OF DEBT |
| OPEN SPACE INSTITUTE INC | ||
| N | 702374 | ALLOCATED COSTS |
| OPEN SPACE INSTITUTE INC | ||
| O | 3955769 | ALLOCATED COSTS |
Form990 Schedule R Part VII Form990ScheduleRPartVII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| TRANSFER OF PROPERTY FROM RELATED ORGANIZATIONS: | SCHEDULE R, PART V, LINE 1S: | DURING THE YEAR ENDED DECEMBER 31, 2012, THE OPEN SPACE CONSERVANCY, INC. ("OSC"), A RELATED ORGANIZATION OF THE BEAVERKILL VALLEY LAND TRUST, INC. ("BVLT"), RECEIVED A 72.83 ACRE PARCEL OF LAND VALUED AT $325,000. IN EXCHANGE FOR THE 72.83-ACRE PARCEL THE DONOR RECEIVED A 15-ACRE PARCEL THAT WAS OWNED BY BVLT, WHICH HAD AN APPROXIMATE NET BOOK VALUE OF $41,500. THE DIFFERENCE IN VALUE OF THE TWO PROPERTIES WAS RECOGNIZED AS A CONTRIBUTION TO OSC FROM THE DONOR. BVLT'S TRANSFER OF THE 15-ACRE PROPERTY TO OSC WAS RECORDED AS A REDUCTION TO THE INTERCOMPANY PAYABLE OWED BY THAT RELATED ORGANIZATION. |
| SCHEDULE R, PART II | THE MALCOLM GORDON CHARITABLE TRUST WAS DISSOLVED AS OF 8/31/12. |
Affiliated Group Attachment AffiliatedGroupAttachment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PURSUANT TO REGULATIONS SECTION 56.4911-8(B) AND IRC SECTION 4911(F), AN AFFILIATED GROUP OF ORGANIZATIONS IS TREATED AS A SINGLE ORGANIZATION FOR THE PURPOSES OF THE TAX IMPOSED BY IRC SECTION 4911(A). THEREFORE, SINCE THE AFFILIATED GROUP DID NOT HAVE ANY EXCESS LOBBYING EXPENDITURES OR EXCESS GRASSROOTS LOBBYING EXPENDITURES, THE FILING ORGANIZATION IS DEEMED TO NOT HAVE EXCESS LOBBYING EXPENDITURES OR EXCESS GRASSROOTS LOBBYING EXPENDITURES FOR THE PURPOSES OF THE DISCLOSURE ON PART II-A, LINE 1(H) AND 1(I), COLUMN A.AFFILIATED GROUP MEMBER:OPEN SPACE INSTITUTE, INC. (EIN 52-1053406)1350 BROADWAY, SUITE 201NEW YORK, NY 10018 | Explanation |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedSchedule
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPEN SPACE INSTITUTE INC | BusinessNameLine1 |
Address US AddressUS
| 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 | 521053406 | EIN |
| Total Grassroots Lobbying | 121227 | TotalGrassrootsLobbying |
| Total Direct Lobbying | 93939 | TotalDirectLobbying |
| Total Lobbying Expenditures | 215166 | TotalLobbyingExpenditures |
| Other Exempt Purpose Expenditures | 3318649 | OtherExemptPurposeExpenditures |
| Total Exempt Purpose Expenditures | 3533815 | TotalExemptPurposeExpenditures |
| Lobbying Nontaxable | $326,691 | LobbyingNontaxableAmount |
| Grassroots Nontaxable | $81,673 | GrassrootsNontaxableAmount |
| Tot Lobbying Grassroot Minus Nontx | 39554 | TotLobbyingGrassrootMinusNontx |
| Tot Lobby Expend Mns Lobbying Nontx | 0 | TotLobbyExpendMnsLobbyingNontx |
| Share Of Excess Lobbying Expendtrs | 0 | ShareOfExcessLobbyingExpendtrs |
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