OPEN SPACE INSTITUTE INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- OPEN SPACE INSTITUTE INC (EIN 52-1053406)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-10
- IRS object ID
- 201103149349301125
- Schema version
- 2010v3.4
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-10T09:19:55-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM MCGLADREY INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100362602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521053406 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPEN SPACE INSTITUTE 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 | 2011-11-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTIN GREIF | Name |
| Phone | 2123721000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 13984123 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OSINY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1974 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO PROTECT SCENIC, NATURAL AND HISTORIC LANDSCAPES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 44 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 2700 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -2162 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3908524 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13100132 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 73914 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 64717 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 784848 | InvestmentIncomePriorYear |
| Investment Income Current Year | 385600 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 433810 | OtherRevenuePriorYear |
| Other Revenue Current Year | 366678 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5201096 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13917127 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 265470 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 711417 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1162863 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1185271 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 40067 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2942259 | OtherExpensePriorYear |
| Other Expenses Current Year | 2360378 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4370592 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4257066 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 830504 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 9660061 | RevenuesLessExpensesCY |
| Total Assets BOY | 31019712 | TotalAssetsBOY |
| Total Assets EOY | 11444556 | TotalAssetsEOY |
| Total Liabilities BOY | 23732195 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8236287 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7287517 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3208269 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O FOR ORGANIZATION'S MISSION STATEMENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1779657 | Expense |
| Grants | 665235 | Grants |
| Description | SEE SCHEDULE O FOR PUBLIC POLICY PROGRAM ACCOMPLISHMENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 878633 | Expense |
| Grants | 34007 | Grants |
| Revenue | 54517 | Revenue |
| Description | SEE SCHEDULE O FOR ENVIRONMENTAL PARTICIPATION AND EDUCATION PROGRAM ACCOMPLISHMENTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 783060 | Expense |
| Description | SEE SCHEDULE O FOR ACQUISITION PROGRAM ACCOMPLISHMENTS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 296826 | Expense |
| Grants | 41950 | Grants |
| Revenue | 7500 | Revenue |
| Description | SEE SCHEDULE O FOR OTHER PROGRAM SERVICE ACCOMPLISHMENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 296826 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 41950 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 7500 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 3738176 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | 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 | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | 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 | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | 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 | 88 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 44 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | 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 | 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 | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | 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 G 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 | 10018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JOHN H ADAMS | |||||||
| CHAIRMAN | 3.00 | X | X | 0 | 0 | 0 | |
| PETER A BIENSTOCK | |||||||
| VICE-CHAIR | 3.00 | X | X | 0 | 0 | 0 | |
| CAROLINE NIEMCZYK | |||||||
| VICE-CHAIR | 3.00 | X | X | 0 | 0 | 0 | |
| PAUL J ELSTON | |||||||
| TREASURER | 3.00 | X | X | 0 | 0 | 0 | |
| EDWARD A AMES | |||||||
| SECRETATRY | 3.00 | X | X | 0 | 0 | 0 | |
| SUSAN BABCOCK | |||||||
| MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| ELIZABETH BORDEN | |||||||
| MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| GILMAN S BURKE | |||||||
| MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| JOHN CAHILL | |||||||
| MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| HOLLY HEGENER | |||||||
| MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| T JEFFERSON CUNNINGHAM III | |||||||
| MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| J MATTHEW DAVIDSON | |||||||
| MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| JOHN ERNST | |||||||
| MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| SAMUEL G HUBER | |||||||
| MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| FELIX KAUFMAN | |||||||
| MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| SAMUEL W LAMBERT III | |||||||
| MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| W BARNABAS MCHENRY | |||||||
| MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| KATHERINE O ROBERTS | |||||||
| MEMBER | 2.50 | X | 0 | 0 | 0 | ||
| HUME R STEYER | |||||||
| MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| PATRICIA F SULLIVAN | |||||||
| MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| CHRISTOPHER J ELLIMAN | |||||||
| CEO | 6.80 | X | 49642 | 242250 | 53324 | ||
| JOSEPH J MARTENS LEFT ON 11911 | |||||||
| PRESIDENT | 1.60 | X | 9838 | 235382 | 28975 | ||
| PETER HOWELL | |||||||
| EXECUTIVE VP | 17.10 | X | 81185 | 109107 | 19218 | ||
| ROBERT K ANDERBERG | |||||||
| VP & GENERAL COUNSEL | 1.80 | X | 7558 | 162845 | 20243 | ||
| ANTONIA BOWRING | |||||||
| VP & COO | 13.00 | X | 45296 | 93638 | 24844 | ||
| SAMAYLA DEUTCH | |||||||
| VP & SENIOR COUNSEL | 4.30 | X | 14349 | 118782 | 18773 | ||
| TALLY BLUMBERG | |||||||
| VP, EXTERNAL AFFAIRS | 6.70 | X | 21850 | 110346 | 23755 | ||
| JOSEPH G HOLLAND | |||||||
| ASSISTANT TREASURER | 3.70 | X | 8934 | 87222 | 3379 | ||
| SUSAN BARBARISI | |||||||
| ASSISTANT SECRETARY | 1.70 | X | 3291 | 75608 | 9543 | ||
| LESLIE KANE SZYNAL | |||||||
| DIRECTOR | 40.00 | 142519 | 0 | 27566 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 384462 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1235180 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 229620 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 111620 | FundraisingEvents |
| Government Grants | 10746366 | GovernmentGrants |
| All Other Contributions | 2242146 | AllOtherContributions |
| Noncash Contributions | 283332 | NoncashContributions |
| Total Contributions | 13100132 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MANAGEMENT FEES INCOME | 900099 | 50377 | 50377 | |
| SERVICE INCOME | 900099 | 10200 | 7500 | 2700 |
| ADMISSION FEES INCOME | 900099 | 4140 | 4140 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 64717 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 386012 | TotalRevenueColumn |
| Exclusion | $386,012 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 103065 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 103065 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 103065 | TotalRevenueColumn |
| Exclusion | $103,065 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17308 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17720 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -412 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -412 | TotalRevenueColumn |
| Exclusion | -$412 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 24600 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 111620 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 49276 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -24676 | TotalRevenueColumn |
| Exclusion | -$24,676 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| IN-KIND INT INCOME | 900099 | 198627 | $198,627 |
| LOAN LOSS RECOVERY | 900099 | 50000 | $50,000 |
| MISCELLANEOUS | 900099 | 35200 | $35,200 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4462 | TotalRevenueColumn |
| Exclusion | $4,462 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 288289 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13917127 | TotalRevenueColumn |
| Related Or Exempt Function Income | 62017 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 2700 | UnrelatedBusinessRevenue |
| Exclusion | $752,278 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 711417 | Total |
| Program Services | 711417 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 253201 | Total |
| Program Services | 248036 | ProgramServices |
| Management And General | 1747 | ManagementAndGeneral |
| Fundraising | 3418 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 686246 | Total |
| Program Services | 672133 | ProgramServices |
| Management And General | 4817 | ManagementAndGeneral |
| Fundraising | 9296 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33816 | Total |
| Program Services | 33126 | ProgramServices |
| Management And General | 233 | ManagementAndGeneral |
| Fundraising | 457 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141968 | Total |
| Program Services | 135052 | ProgramServices |
| Management And General | 3356 | ManagementAndGeneral |
| Fundraising | 3560 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70040 | Total |
| Program Services | 68611 | ProgramServices |
| Management And General | 483 | ManagementAndGeneral |
| Fundraising | 946 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12426 | Total |
| Management And General | 12426 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16012 | Total |
| Program Services | 15833 | ProgramServices |
| Management And General | 179 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17260 | Total |
| Management And General | 17260 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 523880 | Total |
| Program Services | 518900 | ProgramServices |
| Management And General | 4980 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 171087 | Total |
| Program Services | 158865 | ProgramServices |
| Management And General | 12222 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125520 | Total |
| Program Services | 78450 | ProgramServices |
| Management And General | 47070 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96243 | Total |
| Program Services | 10053 | ProgramServices |
| Management And General | 86190 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128006 | Total |
| Program Services | 97100 | ProgramServices |
| Management And General | 26753 | ManagementAndGeneral |
| Fundraising | 4153 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63464 | Total |
| Program Services | 47596 | ProgramServices |
| Management And General | 12511 | ManagementAndGeneral |
| Fundraising | 3357 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59881 | Total |
| Program Services | 26474 | ProgramServices |
| Management And General | 33407 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 497460 | Total |
| Program Services | 497460 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 208914 | Total |
| Program Services | 16129 | ProgramServices |
| Management And General | 192785 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30285 | Total |
| Program Services | 7881 | ProgramServices |
| Management And General | 22404 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| IN-KIND INT EXPENSE | 269286 | 269286 | |
| MISCELLANEOUS | 100551 | 85671 | 14880 |
| REAL ESTATE TAX | 24558 | 24558 | |
| PROPERTY MAINTENANCE | 15545 | 15545 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4257066 | Total |
| Program Services | 3738176 | ProgramServices |
| Management And General | 478823 | ManagementAndGeneral |
| Fundraising | 40067 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100 | BOY |
| EOY | 424 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12850459 | BOY |
| EOY | 6720179 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165200 | BOY |
| EOY | 50413 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 217061 | BOY |
| EOY | 106606 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15354912 | BOY |
| EOY | 2230427 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 254945 | BOY |
| EOY | 300821 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3647802 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1612116 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2175975 | BOY |
| EOY | 2035686 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1060 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31019712 | BOY |
| EOY | 11444556 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1294698 | BOY |
| EOY | 1166920 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 415000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20268498 | BOY |
| EOY | 5559161 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2168999 | BOY |
| EOY | 1095206 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23732195 | BOY |
| EOY | 8236287 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3901849 | BOY |
| EOY | -611724 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3385668 | BOY |
| EOY | 3819993 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7287517 | BOY |
| EOY | 3208269 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31019712 | BOY |
| EOY | 11444556 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 9660061 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -13739309 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2643464 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4423593 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2456903 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3908524 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13100132 | CurrentTaxYear |
| Total | 26532616 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2643464 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4423593 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2456903 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3908524 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13100132 | CurrentTaxYear |
| Total | 26532616 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 474789 | AmountsSubstContributorsTotal |
| Public Support Total170 | 26057827 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 263481 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 645181 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1216178 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 865243 | CurrentTaxYearMinus1Year |
| Current Tax Year | 489077 | CurrentTaxYear |
| Total | 3479160 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8136 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 802020 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 614793 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 364925 | CurrentTaxYearMinus1Year |
| Current Tax Year | 288289 | CurrentTaxYear |
| Total | 2078163 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 32089939 | TotalSupport |
| Gross Receipts From Admissions Etc | 269306 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.81200 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.70990 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS GAIN ON TRANSFER OF NATURAL LAND IN-KIND INTEREST INCOME DISCOUNT INCOME ON LOANS PAYABLE LOAN LOSS RESERVE OTHER INCOME | GeneralExplanation |
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 | 176118 | FilingOrganizationsTotals |
| Affiliated Group Totals | 176819 | AffiliatedGroupTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 402843 | FilingOrganizationsTotals |
| Affiliated Group Totals | 404001 | AffiliatedGroupTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 578961 | FilingOrganizationsTotals |
| Affiliated Group Totals | 580820 | AffiliatedGroupTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 3678105 | FilingOrganizationsTotals |
| Affiliated Group Totals | 14278150 | AffiliatedGroupTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 4257066 | FilingOrganizationsTotals |
| Affiliated Group Totals | 14858970 | AffiliatedGroupTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 362853 | FilingOrganizationsTotals |
| Affiliated Group Totals | 892949 | AffiliatedGroupTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 90713 | FilingOrganizationsTotals |
| Affiliated Group Totals | 223237 | 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 | 363942 | CurrentYearMinus3 |
| Current Year Minus2 | 372467 | CurrentYearMinus2 |
| Current Year Minus1 | 968210 | CurrentYearMinus1 |
| Current Year | 892949 | CurrentYear |
| Total | 2597568 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,896,352 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 636 | CurrentYearMinus3 |
| Current Year Minus2 | 104115 | CurrentYearMinus2 |
| Current Year Minus1 | 105796 | CurrentYearMinus1 |
| Current Year | 580820 | CurrentYear |
| Total | 791367 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 90986 | CurrentYearMinus3 |
| Current Year Minus2 | 93117 | CurrentYearMinus2 |
| Current Year Minus1 | 242053 | CurrentYearMinus1 |
| Current Year | 223237 | CurrentYear |
| Total | 649393 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $974,090 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 70382 | CurrentYearMinus1 |
| Current Year | 176819 | CurrentYear |
| Total | 247201 | Total |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV, SUPPLEMENTAL INFORMATION: | Identifier |
| Explanation | PART II-A, AFFILIATED GROUP RETURN STATEMENT: 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 EXCESS LOBBYING EXPENDITURES OR EXCESS GRASSROOTS LOBBYING EXPENDITURES, THE FILING ORGANIZATION IS DEEMED TO NOT HAVE EXCESS LOBBYING EXPENDITURES OR EXCESS GRASS ROOTS LOBBYING EXPENDITURES FOR THE PURPOSES OF THE DISCLOSURE ON PART II-A, LINE 1(H) AND 1(I), COLUMN A AND IT IS REFLECTED AS SUCH UNDER REGULATIONS SINCE THE GROUP DOES NOT HAVE EXCESS LOBBYING OR EXCESS GRASS ROOTS EXPENDITURES. AFFILIATED GROUP MEMBER: OPEN SPACE CONSERVANCY, INC. (EIN 13-3028060) 1350 BROADWAY, SUITE 201 NEW YORK, NY 10018 | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 1 | NumberDAFsHeld |
| Grants Paid From Donor Funds | 3450 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 250 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
| 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 | 33 | TotalNumberOfEasements |
| Total Acreage | 9459.00 | TotalAcreage |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 636.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 23249 | ExpensesIncurredForEnforcement |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 596755 | OtherCostOrOtherBasis |
| Book Value | 596755 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 579073 | OtherCostOrOtherBasis |
| Depreciation | 254957 | Depreciation |
| Book Value | 324116 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2203701 | OtherCostOrOtherBasis |
| Depreciation | 1167499 | Depreciation |
| Book Value | 1036202 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 85785 | OtherCostOrOtherBasis |
| Depreciation | 60396 | Depreciation |
| Book Value | 25389 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 182488 | OtherCostOrOtherBasis |
| Depreciation | 129264 | Depreciation |
| Book Value | 53224 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2035686 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OPEN SPACE CONSERVANCY, INC. - A 501(C)(3) ORGANIZATION | Description |
| Amount | $1,095,206 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1095206 | TotalOfAmounts |
| Total Revenue | 13917127 | TotalRevenue |
| Total Expenses | 4257066 | TotalExpenses |
| Excess Or Deficit For Year | 9660061 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -28763 | NetUnrealizedGLOnInvestments |
| Other | -$13,710,546 | OtherAmount |
| Total Adjustments | -13739309 | TotalAdjustments |
| Excess Or Deficit Per FS | -4079248 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 227094 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -28763 | NetUnrealizedGainsInvestments |
| Other Revenues | -13661270 | OtherRevenues |
| Revenue Not Rptd F990 | -13690033 | RevenueNotRptdF990 |
| Revenue Subtotal | 13917127 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 13917127 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4306342 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 49276 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 49276 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4257066 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4257066 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 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 COST. DONATED EASEMENTS THAT HAVE A RESALE VALUE ARE RECORDED AT FAIR MARKET VALUE. CONSERVATION EASEMENTS DETERMINED BY OSI TO HAVE NO RESALE VALUE ARE WRITTEN DOWN TO A $1 CARRYING VALUE. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE 49,276. INTERFUND TRANSFERS -13,710,546. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE 49,276. | |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: INTERFUND TRANSFER TO OPEN SPACE CONSERVANCY 13,580,676. INTERFUND TRANSFER TO BEAVERKILL VALLEY LAND TRUST 129,870. INTERFUND TRANSFER FROM OPEN SPACE INSTITUTE 13,710,546. THE INTERFUND TRANSFERS WERE INITIATED TO SETTLE INTERFUND BALANCES. OPEN SPACE INSTITUTE, INC. (OSI) FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, OSI MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE TAX POSITIONS FOR OSI AND EACH OF THE CONSOLIDATED ENTITIES AND CONCLUDED THAT OSI HAD TAKEN NO UNCERTAIN INCOME TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, OSI IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2007, WHICH IS THE STANDARD STATUTE OF LIMITATIONS LOOK-BACK PERIOD. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL LUNCHEON | NameOfEvent1 |
| Gross Receipts Event1 | 136220 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 111620 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 24600 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 31268 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 18008 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 136220 | GrossReceiptsTotal |
| Charitable Contributions Total | 111620 | CharitableContributionsTotal |
| Gross Revenue Total Events | 24600 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 31268 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 18008 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 49276 | DirectExpenseSummaryEvents |
| Net Income Summary | -24676 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (15 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|---|---|---|---|---|
| APPALACHIAN MOUNTAIN CLUB | ||||||||||
| 5 JOY STREET | BOSTON | MA | 02108 | 046001677 | 501(C)(3) | 20000 | SUPPORT OUTDOORS AMERICA CAMPAIGN | |||
| CATSKILL MOUNTAINKEEPER (OPEN SPACE INSTITUTE FISCAL SPONSOR) | ||||||||||
| 1350 BROADWAY SUITE 201 | NEW YORK | NY | 10018 | 521053406 | 501(C)(3) | GENERAL OPERATING SUPPORT | 5095 | BOOK | JEEP | |
| CENTER FOR AMERICAN PROGRESS ACTION FUND | ||||||||||
| 1333 H STREET NW 10TH FLOOR | WASHINGTON | DC | 20005 | 300192708 | 501(C)(4) | 100000 | SUPPORT OUTDOORS AMERICA CAMPAIGN | |||
| CONSERVAMERICA | ||||||||||
| 971 S CENTERVILLE ROAD PMB 139 | STURGIS | MI | 49091 | 311683604 | 501(C)(3) | 10000 | SUPPORT OUTDOORS AMERICA CAMPAIGN | |||
| FRIENDS OF HUDSON RIVER GREENWAY (OPEN SPACE INSTITUTE FISCAL SPONSOR) | ||||||||||
| 1350 BROADWAY SUITE 201 | NEW YORK | NY | 10018 | 521053406 | 501(C)(3) | 5000 | GENERAL OPERATING SUPPORT | |||
| FRIENDS OF THE STATE HISTORIC SITES OF THE HUDSON HIGHLANDS | ||||||||||
| PO BOX 904 | NEWBURGH | NY | 12551 | 223325284 | 501(C)(3) | 5750 | MCHENRY AWARD TO DIGITIZE WASHINGTON'S HEADQUARTERS SLIDE COLLECTION | |||
| GROWNYC | ||||||||||
| 51 CHAMBERS STREET | NEW YORK | NY | 10007 | 132765465 | 501(C)(3) | 5000 | GENERAL OPERATING SUPPORT | |||
| HISTORIC HUDSON VALLEY | ||||||||||
| 150 WHITE PLAINS ROAD | TARRYTOWN | NY | 10591 | 131692606 | 501(C)(3) | 5750 | MCHENRY AWARD TO PRODUCE EDUCATIONAL MATERIALS FOR MONTGOMERY PLACE | |||
| HUDSON RIVER WATERSHED ALLIANCE (OPEN SPACE INSTITUTE FISCAL SPONSOR) | ||||||||||
| 1350 BROADWAY SUITE 201 | NEW YORK | NY | 10018 | 521053406 | 501(C)(3) | 5750 | MCHENRY AWARD TO RESEARCH NATIONAL PARK DESIGNATION | |||
| LAND TRUST ALLIANCE | ||||||||||
| 1660 L STREET NW SUITE 1100 | WASHINGTON | DC | 20036 | 042751357 | 501(C)(3) | 15000 | GENERAL OPERATING SUPPORT | |||
| MOHONK PRESERVE | ||||||||||
| PO BOX 715 | NEW PALTZ | NY | 12561 | 141609484 | 501(C)(3) | 5750 | MCHENRY AWARD FOR TOURISM MARKETING PLAN | |||
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||||
| 40 W 20TH STREET | NEW YORK | NY | 10011 | 132654926 | 501(C)(3) | 5000 | GENERAL OPERATING SUPPORT | |||
| NRDC ACTION FUND | ||||||||||
| 40 W 20TH STREET | NEW YORK | NY | 10011 | 133976062 | 501(C)(4) | 300000 | SUPPORT OUTDOORS AMERICA CAMPAIGN | |||
| THE WILDERNESS SOCIETY | ||||||||||
| 1615 M STREET NW 2ND FLOOR | WASHINGTON | DC | 20036 | 530167933 | 501(C)(3) | 45000 | SUPPORT OUTDOORS AMERICA CAMPAIGN | |||
| TRUST FOR PUBLIC LAND | ||||||||||
| 116 NEW MONTGOMERY STREET | SAN FRANCISCO | CA | 94105 | 237222333 | 501(C)(3) | 160460 | SUPPORT OF OUTDOORS AMERICA CAMPAIGN | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 12 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | 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: WITH THE EXCEPTION OF DONOR-ADVISED FUNDS AND CONTRIBUTIONS TO FUNDRAISING EVENTS, ALL GRANTEES EXECUTE A WRITTEN AGREEMENT WHICH REQUIRES THEM TO SUBMIT ANNUAL WRITTEN REPORTS TO OSI FOR THE PERIOD OF THE AGREEMENT. THE REPORTS MUST CONTAIN A REVIEW OF KEY PROJECT ACTIVITIES RELATED TO THE GRANT, ACCOMPLISHMENTS, OBSTACLES, AND LESSONS LEARNED DURING THE REPORTING PERIOD, AND A SUMMARY ACCOUNTING OF FINANCIAL ACTIVITIES. | 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 | 1 | 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)
| 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 | |||||||||||||
| 49642 | 242250 | 0 | 0 | 0 | 0 | 5808 | 28340 | 3813 | 18606 | 59263 | 289196 | 0 | 0 |
| JOSEPH J MARTENS LEFT ON 11911 | |||||||||||||
| 9838 | 235382 | 0 | 0 | 0 | 0 | 393 | 9407 | 899 | 21520 | 11130 | 266309 | 0 | 0 |
| PETER HOWELL | |||||||||||||
| 81185 | 109107 | 0 | 0 | 0 | 0 | 3310 | 4448 | 6273 | 8431 | 90768 | 121986 | 0 | 0 |
| ROBERT K ANDERBERG | |||||||||||||
| 7558 | 162845 | 0 | 0 | 0 | 0 | 304 | 6544 | 702 | 15138 | 8564 | 184527 | 0 | 0 |
| ANTONIA BOWRING | |||||||||||||
| 45296 | 93638 | 0 | 0 | 0 | 0 | 1848 | 3820 | 7309 | 15110 | 54453 | 112568 | 0 | 0 |
| SAMAYLA DEUTCH | |||||||||||||
| 14349 | 118782 | 0 | 0 | 0 | 0 | 580 | 4798 | 1678 | 13886 | 16607 | 137466 | 0 | 0 |
| TALLY BLUMBERG | |||||||||||||
| 21850 | 110346 | 0 | 0 | 0 | 0 | 757 | 3823 | 3705 | 18713 | 26312 | 132882 | 0 | 0 |
| LESLIE KANE SZYNAL | |||||||||||||
| 142519 | 0 | 0 | 0 | 0 | 0 | 5800 | 0 | 24777 | 0 | 173096 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | CHRISTOPHER J. ELLIMAN PARTICIPATES IN A NONQUALIFIED 457 PLAN. TOTAL AMOUNT INVOLVED FROM OPEN SPACE INSTITUTE, INC AND OTHER RELATED ORGANIZATIONS IS 22,000. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | JOHN ADAMS CHAIRMAN OF OSI | NameOfInterestedPerson |
| Relationship With Organization | CHAIRMAN OF THE BOARD | RelationshipWithOrganization |
| Amount Of Grant | 5095 | AmountOfGrant |
| Type Of Assistance | NON-CASH, JEEP TO CATSKILL MOUNTAINKEEPER, RAMSAY ADAMS, EXECUTIVE DIRECTOR | TypeOfAssistance |
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| RAMSAY ADAMS | |||
| SON OF CHAIRMAN | 55060 | WAGES PD | 0 |
| RAMSAY ADAMS | |||
| SON OF CHAIRMAN | 14316 | BENEFITS PD | 0 |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE L, PART IV | Identifier |
| Return Reference | BUSINESS TRANSACTION WITH INTERESTED PERSONS | ReturnReference |
| Explanation | RAMSAY ADAMS, THE SON OF THE CHAIRMAN OF OSI, IS EMPLOYED BY CATSKILL MOUNTAIN KEEPER (CMK). CMK WAS A SPONSORED ORGANIZATION IN OSI'S CITIZEN ACTION PROGRAM. CMK RECEIVED AN IRS DETERMINATION LETTER IN 2010 STATING THAT IT HAS OBTAINED 501(C)(3) STATUS AND EFFECTIVE 1/1/11 IS INDEPENDENT OF OSI AND IT WILL FILE ITS OWN FORM 990 IN 2011. OSI HAS MADE A $5,095 NONCASH CONTRIBUTION (IN THE FORM OF A JEEP) TO CMK FOR SUPPORT. THE JEEP WAS ORIGINALLY PURCHASED FOR THE USE OF CMK EMPLOYEES WITH FUNDS RAISED BY CMK WHILE IT WAS PARTICIPATING IN OSI'S CITIZEN ACTION PROGRAM. IN ADDITION THE MALCOLM GORDON CHARITABLE TRUST HAS MADE A CONTRIBUTION TO CMK IN THE AMOUNT OF $10,000. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 15740 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Qualified Contrib Other QualifiedContribOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 267592 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISALS | 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 (15 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 | THE MISSION OF OPEN SPACE INSTITUTE, INC. (OSI) IS TO PROTECT SCENIC, NATURAL, AND HISTORIC LANDSCAPES THAT ENSURE PUBLIC ENJOYMENT, CONSERVE HABITATS, AND SUSTAIN COMMUNITY CHARACTER. OPEN SPACE CONSERVANCY, INC. (OSC) IS A SUPPORTING ORGANIZATION OF THE OPEN SPACE INSTITUTE, INC. (OSI). OSI AND OSC ACHIEVE THEIR MISSIONS THROUGH FOUR PRINCIPAL PROGRAMS: 1. THE ACQUISITION PROGRAM INVOLVES THE DIRECT ACQUISITION OF LAND AND CONSERVATION EASEMENTS IN NEW YORK STATE AS WELL AS PROVIDING GRANTS AND LOANS, PRIMARILY TO OTHER LAND TRUSTS, TO PROTECT DIVERSE LANDSCAPES THAT INCLUDE PARKS, PRESERVES, WORKING FARMS AND FORESTS IN THE EASTERN UNITED STATES. IN GENERAL, ALL ACQUISITIONS OF LAND AND CONSERVATION EASEMENTS, AND ALL GRANT AND LOAN TRANSACTIONS, ARE HANDLED BY OSC. THE TOTAL OPERATING EXPENSES OF OSI AND OSC FOR THE ACQUISITION PROGRAM IN 2010 WERE $7,077,505. 2. THE STEWARDSHIP PROGRAM MANAGES ALL OF THE REAL PROPERTY OWNED BY OSI AND OSC. OSI AND OSC ALSO HAVE AN ACTIVE PROGRAM OF CONVEYING LANDS TO GOVERNMENTAL AGENCIES, AND LANDS TRUST WHICH ARE CAPABLE OF HOLDING AND MANAGING SUCH LANDS FOR THE BENEFIT OF THE GENERAL PUBLIC. THUS, OVER PAST YEARS OSI AND OSC HAVE SIGNIFICANTLY EXPANDED THE ADIRONDACK AND CATSKILL FOREST PRESERVES AND HAVE CREATED OR ENLARGED DOZENS OF STATE PARKS IN NEW YORK STATE. OSI AND OSC ALSO CONVEY PROPERTY TO PRIVATE CONSERVATION BUYERS SUBJECT TO STRINGENT CONSERVATION EASEMENTS DESIGNED TO PROTECT THE SCENIC BEAUTY AND ECOLOGICAL INTEGRITY OF THE PROPERTY. OSI ALSO MONITORS AND ENFORCES THE CONSERVATION EASEMENTS AND IT HOLDS, AND MANAGES AND SERVICES THE PORTFOLIO OF LOANS AND GRANTS THAT IT HAS MADE. THE TOTAL OPERATING EXPENSES FOR THE STEWARDSHIP PROGRAM IN 2010 BY OSI AND RELATED ENTITIES WERE $2,740,409. 3. THE PUBLIC POLICY PROGRAM INCLUDES CONSERVATION RESEARCH, THE OUTDOORS AMERICA CAMPAIGN (OAC), AND THE ALLIANCE FOR NEW YORK STATE PARKS (ALLIANCE). CONSERVATION RESEARCH CONDUCTS AND DISSEMINATES RESEARCH ON EFFICIENT WAYS TO BALANCE THOUGHTFUL REGULATION AND PERMANENT PROTECTION OF OPEN SPACES. OAC WORKS TO ACHIEVE FULL FUNDING FOR THE FEDERAL LAND AND WATER CONSERVATION FUND. THE ALLIANCE WORKS FOR INCREASED GOVERNMENT FUNDING FOR THE NEW YORK STATE PARKS SYSTEM AND ALSO RAISES PRIVATE MONEY TO FUND NEEDED CAPITAL IMPROVEMENTS. THE TOTAL OPERATING EXPENSES OF OSI/OSC FOR THE PUBLIC POLICY PROGRAM IN 2010 WERE $1,949,216. 4. THE ENVIRONMENTAL PARTICIPATION & EDUCATION PROGRAM INCLUDES CITIZEN ACTION, THE MALCOLM GORDON CHARITABLE TRUST (MGCT), AND THE BARNABAS MCHENRY ENDOWMENT FUND. CITIZEN ACTION IS A FISCAL SPONSORSHIP PROGRAM FOR EMERGING LOCAL ORGANIZATIONS WITH MISSIONS THAT COMPLEMENT THAT OF OSI/OSC. MGCT PROVIDES ENVIRONMENTAL EDUCATION GRANTS. THE MCHENRY ENDOWMENT FUNDS THE BARNABAS MCHENRY HUDSON RIVER VALLEY AWARDS WHICH PAIR YOUNG ENVIRONMENTAL LEADERS WITH PROJECTS IN THE HUDSON RIVER VALLEY. THE TOTAL OPERATING EXPENSES OF OSI FOR THE ENVIRONMENTAL PARTICIPATION & EDUCATION PROGRAM IN 2010 WERE $868,940. OSI/OSC'S FOUR PRINCIPAL PROGRAMS ARE DIRECTED BY A CONSISTENT OVERALL CONSERVATION STRATEGY THAT EMPHASIZES CONSERVATION ON A LANDSCAPE LEVEL. |
| PUBLIC POLICY PROGRAM ACCOMPLISHMENTS | FORM 990, PART III, LINE 4A | A) CONSERVATION RESEARCH: AS THE AUTHOR AND SPONSOR OF ANALYSES, WHITE PAPERS AND RESEARCH REPORTS, THE CONSERVATION RESEARCH UNIT BRINGS TOGETHER THE EXPERTISE AND THE DECISION-MAKERS TO GUIDE PUBLIC POLICY. IN 2010, SUBSTANTIAL WORK MOVED FORWARD ON CATSKILLS RESEARCH, THE SOUTHERN APPALACHIANS MAPPING INITIATIVE, AND THE PRIVATE FOREST PLANNING COLLABORATIVE. THE GOAL OF THE CATSKILLS RESEARCH IS TO IDENTIFY HABITAT, WATER QUALITY, RECREATION AND AGRICULTURAL VALUES ACROSS A 2.7 MILLION-ACRE REGION THAT IS DISTINCTLY RURAL IN SPITE OF ITS CLOSE PROXIMITY TO NEW YORK CITY. TWO SEPARATE RESEARCH REPORTS ON THE REGION WERE NEAR COMPLETION BY THE END OF 2010: ONE FOCUSED ON FARMING AND FOOD DISTRIBUTION AND ANOTHER ON THE IDENTIFICATION OF LAND THAT WOULD BE APPROPRIATE FOR ECONOMIC DEVELOPMENT. ENCOURAGING APPROPRIATE DEVELOPMENT IN THE REGION ENSURES ECOLOGICAL VALUES ARE PRESERVED AND SECURES WILDLIFE HABITAT WHILE ENSURING THAT HUMANS ARE LIVING IN THRIVING ECONOMIC AND SOCIAL COMMUNITIES. OSI'S RESEARCH IS SHOWING THAT PRESERVING OPEN SPACES AND ENCOURAGING ECONOMIC DEVELOPMENT ARE NOT JUST WHOLLY COMPATIBLE, BUT ESSENTIAL. IN RESPONSE TO THE THREAT OF LARGE-SCALE CONVERSION OF FORESTLAND IN THE SOUTHEASTERN UNITED STATES TO NON-FOREST USE, OSI'S PRIVATE FOREST PLANNING COLLABORATIVE IS GATHERING DATA ON PRIVATE LAND OWNERSHIP, THE REGULATORY ENVIRONMENT, TIMBER MARKETS, REAL ESTATE, AND NATURAL RESOURCES. THE FINAL PRODUCT WILL INCLUDE A REPORT DETAILING THE NON-TIMBER FOREST VALUE, CONVERSION PRESSURES IN THE REGION, AND OPPORTUNITIES FOR LANDOWNERS TO ACCESS NEW REVENUE STREAMS. IN 2010, 11 LANDOWNERS WHO CONTROL 14 MILLION ACRES OF TIMBERLAND AGREED TO PARTICIPATE IN THE STUDY. B) OUTDOORS AMERICA CAMPAIGN: IN 2009, OSI CREATED THE OUTDOORS AMERICA CAMPAIGN, DEDICATED TO SEEKING FULL FUNDING FOR THE FEDERAL LAND AND WATER CONSERVATION FUND (LWCF), THE COUNTRY'S ONLY SOURCE OF DEDICATED CONSERVATION FUNDING. WHILE THE LWCF IS AUTHORIZED TO ANNUALLY RECEIVE $900 MILLION FROM OFFSHORE OIL AND GAS ROYALTIES, CONGRESS HAS OVER THE YEARS DIVERTED THESE MONIES FROM THEIR INTENDED PURPOSE, AND THE FUND HAS BEEN CONSISTENTLY UNDER-CAPITALIZED. WITH STAFF IN WASHINGTON, D.C. AND SUPPORT FROM OSI'S NEW YORK STAFF, AND WORKING WITH A ROSTER OF EXPERIENCED NON-PROFIT PARTNERS, OSI'S OAC HAS UNDERTAKEN AND DIRECTED EFFORTS TO EDUCATE DECISION-MAKERS ABOUT THE VALUE OF OUTDOOR SPACES. IN THE MEDIA, OAC EARNED HUNDREDS OF PRESS HITS IN 35 STATES, AND THE CAMPAIGN GREW TO REPRESENT OVER 800 DIVERSE MEMBER GROUPS. C) ALLIANCE FOR NEW YORK STATE PARKS: IN 2010, OSC LAUNCHED THE ALLIANCE FOR NEW YORK STATE PARKS, AN EFFORT TO ADVOCATE FOR PROPER GOVERNMENT FUNDING FOR THE PARKS SYSTEM AND TO ATTRACT PRIVATE CONTRIBUTIONS TO MAKE NEEDED CAPITAL IMPROVEMENTS. COMMITTED TO THE RESTORATION, MAINTENANCE AND SUPPORT OF NEW YORK'S 213 STATE PARKS AND HISTORIC SITES, THE ALLIANCE IMMEDIATELY WORKED TO MINIMIZE THE ANTICIPATED DAMAGE TO THE OFFICE OF STATE PARKS AND THE ENVIRONMENTAL PROTECTION FUND IN THE 2011-2012 STATE BUDGET. SINCE THEN IT HAS BEEN ADVANCING A "PENNIES FOR PARKS" PROPOSAL WHICH WOULD HELP TO RESTORE AND ENHANCE NEW YORK'S STATE PARKS WITH A ONE-PENNY TAX ON DISPOSABLE PLASTIC BAGS. |
| ENVIRONMENTAL PARTICIPATION AND EDUCATION PROGRAM ACCOMPLISHMENTS | FORM 990, PART III, LINE 4B | OSI'S ENVIRONMENTAL PARTICIPATION AND EDUCATION EFFORT INCLUDES THE CITIZEN ACTION FISCAL SPONSORSHIP PROGRAM, THE MALCOLM GORDON CHARITABLE TRUST ENVIRONMENTAL EDUCATION GRANTS, AND THE MCHENRY ENDOWMENT HUDSON RIVER VALLEY AWARDS. IN 2010, CITIZEN ACTION CONTINUED TO GROW, REACHING A TOTAL OF 46 ACTIVE GROUPS INCLUDING 14 WHO JOINED DURING THE YEAR. THESE GROUPS RAISED OVER $700,000 FOR THEIR PROJECTS AND OSI COLLECTED SOME $55,000 IN MANAGEMENT FEES. ALSO IN 2010, MALCOLM GORDON CHARITABLE TRUST AWARDED $27,500 IN GRANTS TO CATSKILL MOUNTAINKEEPER, AUDUBON NEW YORK, THE LIVING HISTORY EDUCATION FOUNDATION, MUSEUM OF THE HUDSON HIGHLANDS, AND THE CONSTITUTION ISLAND ASSOCIATION. THE MCHENRY ENDOWMENT MADE $23,000 IN GRANTS TO PAIR YOUNG ENVIRONMENTAL LEADERS WITH FOUR LOCAL ENVIRONMENTAL AND PRESERVATION ORGANIZATIONS: MOHONK PRESERVE; HISTORIC HUDSON VALLEY; HUDSON RIVER WATERSHED ALLIANCE; AND FRIENDS OF THE STATE HISTORIC SITES OF HUDSON HIGHLANDS. |
| ACQUISITION PROGRAM ACCOMPLISHMENTS | FORM 990, PART III, LINE 4C | A) LAND ACQUISITION IN NEW YORK STATE: OSI AND OSC'S LAND ACQUISITION PROGRAM PERMANENTLY PROTECTS OPEN SPACE AND NATURAL LANDS IN THREE PRINCIPAL REGIONS IN NEW YORK STATE - THE HUDSON RIVER VALLEY, CATSKILLS, AND ADIRONDACKS - AND IS OPERATED THROUGH OSI AND ITS SUPPORTING ORGANIZATION OSC. THE SUBSTANTIAL MAJORITY OF THE LAND ACQUISITION PROGRAM IS CONDUCTED BY OSC. OPEN SPACE CONSERVANCY'S LAND ACQUISITION PROGRAM PROTECTED 3,956 ACRES OF LAND IN 2010, AND SINCE ITS INCEPTION IT HAS PROTECTED MORE THAN 120,000 ACRES OF OPEN SPACE THROUGHOUT NEW YORK STATE. MUCH OF OSI'S AND OSC'S CONSERVATION WORK TAKES PLACE IN THE HUDSON RIVER VALLEY IN NEW YORK STATE. THE UPPER HUDSON RIVER VALLEY IS COMPRISED OF THE CAPITAL DISTRICT IN ALBANY AND COLUMBIA, RENSSELAER, SARATOGA, AND WASHINGTON COUNTIES OF NEW YORK. TO DATE, OSC HAS PERMANENTLY PROTECTED MORE THAN 6,400 ACRES IN THIS AREA THROUGH DIRECT LAND ACQUISITIONS AND CONSERVATION EASEMENTS. IN 2010, OSC ACQUIRED THE TWO HISTORIC FARMS (THE LEISER FARM AND BATTLEVIEW FARM) IN COLUMBIA AND WASHINGTON COUNTIES, RESPECTIVELY, PROTECTING HISTORIC VIEWS AND LANDS ALONG THE HUDSON RIVER AND THE KINDERHOOK CREEK. THE MIDDLE SECTION OF THE HUDSON RIVER VALLEY INCLUDES GREENE, DUTCHESS, AND ULSTER COUNTIES IN NEW YORK. IN TOTAL, OSC HAS PROTECTED MORE THAN 17,000 ACRES IN THE MID-HUDSON RIVER VALLEY THROUGH DIRECT LAND ACQUISITIONS AND CONSERVATION EASEMENTS. OSC'S HIGHLIGHTED LAND PROTECTION INITIATIVES HERE INCLUDE THE SHAWANGUNK RIDGE WHERE THE ORGANIZATION HAS SIGNIFICANTLY EXPANDED THE MINNEWASKA STATE PARK PRESERVE, THE MOHONK PRESERVE, AND CREATED THE SAM'S POINT PRESERVE. IN 2010, OSC MADE SEVEN ACQUISITIONS IN THE MID-HUDSON RIVER VALLEY PROTECTING A TOTAL OF 641 ACRES. THESE ACQUISITIONS PROTECTED CLIFF FACE, DEEP RAVINES AND IMPORTANT HABITAT, AS WELL AS PROVIDING ENHANCED RECREATIONAL OPPORTUNITIES FOR THE GENERAL PUBLIC. OSI ALSO ACQUIRED APPLEDOORN FARM, A HISTORIC 18TH-CENTURY FARM IN THE SHADOW OF THE SHAWANGUNK RIDGE. THE LOWER SECTION OF THE HUDSON RIVER VALLEY INCLUDES ORANGE, PUTNAM, ROCKLAND AND WESTCHESTER COUNTIES IN NEW YORK. OSC HAS PROTECTED OVER 16,000 ACRES IN THE LOWER HUDSON RIVER VALLEY THROUGH DIRECT LAND ACQUISITIONS AND CONSERVATION EASEMENTS. IN 2010, OSC ACQUIRED BOTH AN HISTORIC FARM IN THE CORNWALL AREA OF ORANGE COUNTY (THE HOUGHTON FARM) AND AN IMPORTANT INHOLDING TO THE TEATOWN LAKE RESERVATION RESULTING IN THE PROTECTION OF 210 ACRES OF LAND. FOR OVER 30 YEARS OSC HAS PRESERVE LAND IN THE CATSKILL MOUNTAIN REGION OF NEW YORK STATE, WHERE IT HAS CONSERVED MORE THAN 27,600 ACRES TO DATE. IN THE BEAVERKILL VALLEY ALONE, OSC HAS WORKED WITH PRIVATE LANDOWNERS AND THE STATE OF NEW YORK TO PROTECT MORE THAN 19,200 ACRES OF WORKING FARMS AND FORESTS. IN 2010, OSC PURCHASED PROPERTY IN DELAWARE COUNTY AND ACQUIRED A CONSERVATION EASEMENT ON SCENIC LANDS IN THE BEAVERKILL VALLEY. THE ADIRONDACK REGION POSSESSES AN UNPARALLELED MIX OF PUBLIC AND PRIVATE LAND, LARGE WILDERNESS EXPANSES, COUNTLESS RECREATIONAL OPPORTUNITIES, AND UNIQUE OPPORTUNITIES TO PROTECT LARGE, INTACT WORKING FORESTS. TO DATE, OSC HAS PROTECTED 23,821 ACRES IN THE REGION. IN 2010, OSC PURCHASED A 2,364-ACRE FORMER GIRL SCOUT CAMP IN WASHINGTON COUNTY AND RECEIVED A DONATED EASEMENT ON THE 511 ACRES OF LAND IN THE WESTERN ADIRONDACKS. B) ACQUISITION OUTSIDE NEW YORK STATE THROUGH RE-GRANTS: OUTSIDE NEW YORK STATE, OSI AND OSC PROVIDE BOTH SHORT-TERM, LOW-INTEREST BRIDGE LOANS AND GRANTS TO NON-PROFIT CONSERVATION ORGANIZATIONS WORKING TO PERMANENTLY PROTECT OPEN SPACE. DELAYS IN PUBLIC AND PRIVATE FUNDING CAN CREATE UNCERTAINTY AND PREVENT LAND CONSERVATION GROUPS FROM CLOSING DEALS. MORE RECENTLY, THE PRECARIOUS NATURE OF STATE AND FEDERAL SUPPORT FOR CONSERVATION HAS CREATED SHORTFALLS IN THE PERMANENT FINANCING THAT MANY LOCAL LAND TRUSTS DEPEND ON TO COMPLETE ACQUISITIONS. OSI AND OSC MAKE GRANTS TO THESE ORGANIZATIONS TO ENABLE THEM TO FUND THESE PROJECTS AND BRING THEM TO CLOSURE. IN 2010, OSC MADE 37 GRANTS FOR A TOTAL OF $2,424,260 THROUGH THE FOLLOWING PROGRAMS: NORTHERN FOREST PROTECT FUND ($500,000); MASSACHUSETTS ACCREDITATION ACCELERATION PROGRAM ($71,000); WESTERN MASSACHUSETTS LAND PROTECTION FUND ($60,000); TRANSBORDER FUND ($240,000); AND THE SAVING NEW ENGLAND'S WILDLIFE FUND ($1,553,260). 1. NORTHERN FOREST PROTECTION FUND (NFPF): SPANNING 26 MILLION ACRES IN NORTHERN NEW ENGLAND AND NEW YORK STATE, THE NORTHERN FOREST IS THE ECOLOGICAL, ECONOMIC, AND CULTURAL MAINSTAY OF THIS PREDOMINANTLY RURAL AND LARGELY LOW-INCOME REGION, PROVIDING WILDLIFE HABITAT, RAW MATERIALS, JOBS, AND RECREATION FOR MILLIONS OF RESIDENTS AND VISITORS. CONTINUING LAND SALES BY TIMBER COMPANIES THREATEN TO FRAGMENT THE REGION'S BASE OF WORKING FORESTLANDS. USING CRITERIA FORMULATED WITH THE HELP OF AN EXPERT ADVISORY COMMITTEE, OSC'S NFPF DIRECTS FUNDS TOWARDS PROJECTS THAT: PROTECT LARGE LANDSCAPES, INCLUDING ECOLOGICAL RESERVES AND WORKING FORESTLAND; FACILITATE PUBLIC RECREATION; AND INTEGRATE LOCAL COMMUNITY INTERESTS. THROUGH 2009, THE NFPF MADE 17 GRANTS AND 13 LOANS TOTALING $29 MILLION TO PROTECT 1.6 MILLION ACRES OF ECOLOGICAL PRESERVES AND WORKING FORESTLANDS. IN 2010, THE NFPF AWARDED A $500,000 GRANT TO THE NATURE CONSERVANCY FOR ITS MOOSEHEAD FOREST PROJECT, PROTECTING SOME 310,000 ACRES. FUNDING FOR THE NFPF CAME FROM THE DORIS DUKE CHARITABLE FOUNDATION AND THE SURDNA FOUNDATION. 2. SAVING NEW ENGLAND'S WILDLIFE FUND (SNEW): WITH FUNDING FROM THE DORIS DUKE CHARITABLE FUND, OSC INITIATED THE SAVING NEW ENGLAND'S WILDLIFE FUND IN 2009 FOR THE ACQUISITION OF FEE INTEREST OR CONSERVATION EASEMENT OF ECOLOGICALLY CRITICAL LAND IDENTIFIED IN STATE WILDLIFE ACTION PLANS IN MASSACHUSETTS, MAINE, AND NEW HAMPSHIRE THROUGH RE-GRANTS TO QUALIFIED GRANTEES. IN 2010, SNEW AWARDED 11 CAPITAL GRANTS TOTALING $1.6 MILLION FOR ACQUISITION OF LAND OR EASEMENTS PROTECTING A TOTAL OF 6,600 ACRES AS WELL AS THREE "AMPLIFICATION" GRANTS FOR PROJECTS THAT INCREASE FUNDING AND SUPPORT FOR WILDLIFE HABITAT PROTECTION. 3. WESTERN MASSACHUSETTS LAND PROTECTION FUND (WMLP): FUNDED BY THE KOHLBERG FOUNDATION, THE WMLP FUND HAS PROGRAMMATIC GOALS OVERLAPPING THOSE OF SAVING NEW ENGLAND'S WILDLIFE, AND CAN THEREFORE BE USED TO SUPPLEMENT THAT FUND'S WORK IN WESTERN MASSACHUSETTS. IN 2010, WMLP GRANTED $60,000 TO BERKSHIRE NATURAL RESOURCES COUNCIL FOR ITS MT. DARBY PROJECT. 4. MASSACHUSETTS ACCREDITATION ACCELERATION FUND (MAAC): RECOGNIZING THAT ORGANIZATIONAL STRENGTH IS ESSENTIAL FOR LAND TRUSTS TO ACHIEVE CONSERVATION RESULTS, OSC LAUNCHED MAAC TO HELP THE SMALLER TRUSTS IN MASSACHUSETTS BRING THEIR ORGANIZATIONS UP TO THE ACCREDITED STANDARD SET RECENTLY BY THE LAND TRUST ALLIANCE. MAAC MAKES SMALL GRANTS FOR OPERATING IMPROVEMENTS. IN 2010, MAAC AWARDED $71,000 TO 15 LOCAL LAND TRUSTS. FUNDING FOR MAAC CAME FROM THE LAND TRUST ALLIANCE, PEW CHARITABLE TRUST, THE KOHLBERG FOUNDATION, AND OSI'S UNRESTRICTED RESERVES. 5. TRANSBORDER PROTECTION FUND: IN 2009, OSC ESTABLISHED THE TRANSBORDER PROTECTION FUND TO BE USED FOR GRANTS OR LOANS TO SUPPORT THE CONSERVATION OF ECOLOGICALLY SIGNIFICANT FORESTED LANDSCAPES IN SOUTHERN QUEBEC, NOVA SCOTIA, NEW BRUNSWICK, NEW YORK, VERMONT, NEW HAMPSHIRE, AND MAINE. IN 2010, OSC AWARDED $240,000 IN GRANTS TO THE NATURE CONSERVANCY OF CANADA AND TO THE TRUST FOR PUBLIC LAND FOR CONSERVATION ACQUISITIONS IN THIS REGION. FUNDING FOR THE TRANSBORDER PROTECTION FUND CAME FROM THE PARTRIDGE FOUNDATION. |
| OTHER PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART III, LINE 4D | THIS CATEGORY INCLUDES OSI'S CONSERVATION LENDING TO OTHER LAND TRUSTS AND ITS STEWARDSHIP OF FEE PROPERTY AND CONSERVATION EASEMENTS. IN 2010, OSI MADE LOANS THE HUNTERDON LAND TRUST ALLIANCE AND TO D&R GREENWAY, WHICH ALTOGETHER PROTECTED SOME 273 ACRES IN NEW JERSEY. OSI MANAGES FIVE PARCELS IT OWNS, AND IT HAS THE RESPONSIBILITY FOR ENFORCING CONSERVATION EASEMENTS ON 33 OTHERS. |
| FORM 990, PART VI, SECTION A, LINE 2 | JOHN ADAMS, CHAIRMAN AND RAMSAY ADAMS, EMPLOYEE HAVE FAMILY RELATIONSHIP. JOHN ADAMS, CHAIRMAN AND PATRICIA F. SULLIVAN, TRUSTEE ARE BOARD MEMBERS IN THE SAME 501(C)(4) ORGANIZATION, WHICH IS NOT A "RELATED ORGANIZATION". ROBERT ANDERBERG, VP GENERAL COUNSEL AND JOSEPH MARTENS, PRESIDENT ARE BOARD MEMBERS IN THE SAME 501(C)(3) ORGANIZATION, WHICH IS NOT A "RELATED ORGANIZATION". | |
| 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 OPERATING 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 AND PRESIDENT. (OTHER TOP MANAGEMENT AND KEY EMPLOYEES ARE REVIEWED AT LEAST ANNUALLY BY THE CEO AND/OR THE 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 VII, SECTION A | AN ESTIMATED WEEKLY AVERAGE HOURS OF THE BOARD OF DIRECTORS AND OFFICERS FROM RELATED ORGANIZATIONS: JOHN H. ADAMS - 3.00 AVERAGE HOURS PER WEEK PETER A. BIENSTOCK - 3.00 AVERAGE HOURS PER WEEK CAROLINE NIEMCZYK - 3.00 AVERAGE HOURS PER WEEK PAUL J. ELSTON - 3.00 AVERAGE HOURS PER WEEK EDWARD A. AMES - 3.00 AVERAGE HOURS PER WEEK SUSAN BABCOCK - 3.00 AVERAGE HOURS PER WEEK ELIZABETH BORDEN - 3.00 AVERAGE HOURS PER WEEK GILMAN S. BURKE - 3.50 AVERAGE HOURS PER WEEK JOHN CAHILL - 3.00 AVERAGE HOURS PER WEEK HOLLY HEGENER - 3.00 AVERAGE HOURS PER WEEK T. JEFFERSON CUNNINGHAM III - 3.00 AVERAGE HOURS PER WEEK J. MATTHEW DAVIDSON - 3.00 AVERAGE HOURS PER WEEK JOHN ERNST - 3.00 AVERAGE HOURS PER WEEK SAMUEL G. HUBER - 3.00 AVERAGE HOURS PER WEEK FELIX KAUFMAN - 3.00 AVERAGE HOURS PER WEEK SAMUEL W. LAMBERT III - 3.00 AVERAGE HOURS PER WEEK W. BARNABAS MCHENRY - 3.00 AVERAGE HOURS PER WEEK KATHERINE O. ROBERTS - 3.50 AVERAGE HOURS PER WEEK HUME R. STEYER - 3.00 AVERAGE HOURS PER WEEK PATRICIA F. SULLIVAN - 3.00 AVERAGE HOURS PER WEEK CHRISTOPHER J. ELLIMAN - 33.20 AVERAGE HOURS PER WEEK JOSEPH J. MARTENS - 38.40 AVERAGE HOURS PER WEEK PETER HOWELL - 22.90 AVERAGE HOURS PER WEEK ROBERT K. ANDERBERG - 38.20 AVERAGE HOURS PER WEEK ANTONIA BOWRING - 27.00 AVERAGE HOURS PER WEEK JOSEPH G. HOLLAND - 36.30 AVERAGE HOURS PER WEEK SAMAYLA DEUTCH - 35.70 AVERAGE HOURS PER WEEK TALLY BLUMBERG - 33.30 AVERAGE HOURS PER WEEK SUSAN BARBARISI - 38.30 AVERAGE HOURS PER WEEK | |
| TEMPORARILY RESTRICTED NET ASSETS | FORM 990, PART X, LINE 27 | THE UNRESTRICTED NET ASSETS FOR THE COMBINED GROUP OF OSI/OSC/BVLT/MGCT INCREASED BY 6,368,792 FOR THE YEAR ENDED DECEMBER 31, 2011. TO SETTLE VARIOUS INTERFUND ACCOUNT BALANCES OSI TRANSFERRED 14,277,625 OF ITS UNRESTRICTED NET ASSETS, WITH 567,079 SETTLING AN OSI RESTRICTED INTERFUND ACCOUNT AND THE BALANCE OF 13,710,546 USED TO SETTLE 13,580,676 AND 129,870 OF THE UNRESTRICTED INTERFUND ACCOUNTS OF OSC AND BVLT, RESPECTIVELY. OSI'S LARGE INTERFUND TRANSFER RESULTED IN ITS UNRESTRICTED NET ASSETS ENDING WITH A NEGATIVE BALANCE OF 611,724 AS OF DECEMBER 31, 2010. |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -28,763. INTERFUND TRANSFERS -13,710,546. TOTAL TO FORM 990, PART XI, LINE 5: -13,739,309. |
| FORM 990, PART XII, LINE 2C | 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 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. | |
| CHANGES IN NET ASSETS - INTERFUND TRANSFERS | FORM 990, PART XI, LINE 5 | INTERFUND TRANSFER TO OPEN SPACE CONSERVANCY 13,580,676. INTERFUND TRANSFER TO BEAVERKILL VALLEY LAND TRUST 129,870. INTERFUND TRANSFER FROM OPEN SPACE INSTITUTE 13,710,546. THE INTERFUND TRANSFERS WERE INITIATED TO SETTLE INTERFUND BALANCES. |
Schedule R IRS990ScheduleR
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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| OPEN SPACE CONSERVANCY INC | ||||||||||
| 1350 BROADWAY | NEW YORK | NY | 10018 | 133028060 | LAND CONSERVATION | NY | 501(C)(3) | 11 | OPEN SPACE INSTITUTE INC | 1 |
| BEAVERKILL VALLEY LAND TRUST INC | ||||||||||
| 1350 BROADWAY | NEW YORK | NY | 10018 | 133545322 | LAND CONSERVATION | NY | 501(C)(3) | 11 | OPEN SPACE INSTITUTE INC | 1 |
| MALCOLM GORDON CHARITABLE TRUST INC | ||||||||||
| 1350 BROADWAY | NEW YORK | NY | 10018 | 133756345 | ENVIRONMENTAL EDUCATION | NY | 501(C)(3) | 11 | OPEN SPACE INSTITUTE INC | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | 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 | 0 | LoansOrGuaranteesFromOtherOrg |
| 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 | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| OPEN SPACE CONSERVANCY | ||
| M | 666994 | CASH |
| OPEN SPACE CONSERVANCY | ||
| N | 2777907 | CASH |
| OPEN SPACE CONSERVANCY | ||
| P | 10166986 | CASH |
| JOHNSON HILL ASSOCIATES INC | ||
| P | 97209 | CASH |
Comments