2023-10-16T14:26:39-05:00 2022-12-31 873707167 CBIZ MARKS PANETH LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2022-01-01 133028060 OPEN SPACE INSTITUTE LAND TRUST INC OPEN 2122908200 1350 BROADWAY 201 NEW YORK NY 100187799 ALICE GLEASON CFO 2123564297 2023-10-13 1 ALICE GLEASON XXX-XX-XXXX 0 MAGDALENA CZERNIAWSKI P00535099 2125038800 2023-10-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ALICE GLEASON 1350 BROADWAY 201 NEW YORK NY 100187799 99480980 0 X HTTPS://WWW.OPENSPACEINSTITUTE.ORG/ X 1980 NY A SUPPORTING ORGANIZATION OF THE OPEN SPACE INSTITUTE, INC. THAT PROTECTS AND CONSERVES LAND. 24 24 0 27 345823 255139 22312753 28710013 1406388 5696832 20385388 19319571 110598 89477 44215127 53815893 3370600 13682145 0 0 9133457 10340473 0 0 1103760 9409368 11343588 21913425 35366206 22301702 18449687 354809473 331677388 38295809 57088131 316513664 274589257 X OSILT, A SUPPORTING ORGANIZATION OF OPEN SPACE INSTITUTE, INC. (OSI), SUPPORTS ITS MISSION TO PROTECT LAND IN THE EASTERN U.S. FOR CLEAN DRINKING WATER; WILDLIFE HABITAT; IMPROVED ACCESS TO PARKS AND NATURE FOR ALL; HEALTHY COMMUNITIES; AND TO FIGHT CLIMATE CHANGE. 0 0 16661508 9967298 5431208 LAND PROTECTION: SMART, STRATEGIC LAND CONSERVATION STRENGTHENS COMMUNITIES, ENSURES ACCESS TO DRINKING WATER RESOURCES, PROVIDES RECREATIONAL RESOURCES, CURBS CLIMATE CHANGE, AND PROTECTS HABITATS. WORKING THROUGHOUT THE EASTERN UNITED STATES, WITH PROJECT CONCENTRATIONS IN NEW YORK, NEW JERSEY, SOUTH CAROLINA, AND GEORGIA, OSI ACQUIRES LAND OF ECOLOGICAL, RECREATIONAL, AND CLIMATE PROTECTION SIGNIFICANCE WITH THE GOAL OF CONVEYING IT TO PUBLIC AGENCIES AND CONSERVATION PARTNERS AS PERMANENT ADDITIONS TO PUBLICLY ACCESSIBLE LANDS. IN 2022, OSILT PROTECTED 8.517 ACRES OF LAND HAVING A FAIR MARKET VALUE OF $30.8 MILLION. 6071765 3681002 82690 CONSERVATION CAPITAL: GUIDED BY SCIENCE, WITH A FOCUS ON CLIMATE CHANGE, WATER PROTECTION, FORESTS, AND WILDLIFE HABITAT, OSILT WORKS WITH FOUNDATIONS TO DESIGN AND ADMINISTER CAPITAL RE-GRANT PROGRAMS, DIRECTING CAPITAL AND LOW-COST LOANS TO ACCELERATE THE RATE AND EFFECTIVENESS OF CONSERVATION. OSILT ALSO OFFERS CATALYST GRANTS TO LOCALITIES AND THEIR CONSERVATION PARTNERS TO INCORPORATE STRATEGIC LAND PROTECTION INTO LOCAL PLANNING EFFORTS. IN 2022, OSILT MADE 23 CAPITAL GRANTS TOTALING $3,443,564, PROTECTING 21,336 ACRES IN SEVEN STATES WITH A FAIR MARKET VALUE OF $28,858,336. FURTHER, OSILT DIRECTLY APPROVED TEN GRANTS FOR CONSERVATION PLANNING TOTALING $126,279. 5753198 25527 184687 PARKS AND POLICY: OSI IS MAKING NATURE AND THE OUTDOORS MORE WELCOMING AND ENJOYABLE TO ALL. THROUGH PARK IMPROVEMENTS, THE CREATION OF NEW TRAILS AND GREENWAYS PUBLIC POLICY RESEARCH, AND ADVOCACY FOR GREATER FEDERAL, STATE, AND NATIONAL INVESTMENTS IN PUBLIC LANDS, OSI WORKS TO IMPROVE ACCESSIBILITY AND ACCESS TO OPEN SPACE, PROMOTE COMMUNITY WELLBEING, AND CREATE THE NEXT GENERATION OF CONSERVATIONISTS. OSI ALSO PROVIDES SUPPORT SERVICES FOR THE NEWLY FORMED PARKS IMPROVEMENT GROUP NEW CITY PARKS, WHICH AIMS TO BRING URBAN PARKS TO NEIGHBORHOODS. 1642370 8317 STEWARDSHIP: THROUGH ITS STEWARDSHIP WORK, OSI MONITORS AND ENFORCES CONSERVATION EASEMENTS, OVERSEES THE MANAGEMENT OF PROPERTIES CONSERVED WITH THIRD-PARTY PARTNERS, AND PROVIDES INTERIM MANAGEMENT FOR PROPERTIES THAT WILL BE CONVEYED TO PUBLIC AGENCIES OR OTHER CONSERVATION PARTNERS. 1642370 8317 30128841 1 1 0 1 0 1 1 0 0 1 1 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 24 24 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AR CA CT FL HI IL KS KY MD MA MI MN NH NJ NY NC OR PA RI SC TN UT VA WV WI X ALICE GLEASON CFO 2122908200 1350 BROADWAY SUITE 201 NEW YORK NY 100187799 AMELIA SALZMAN CO-CHAIRPERSON OF THE BOARD 3.00 3.00 X X 0 0 0 ANSON FRELINGHUYSEN MEMBER 1.00 1.00 X 0 0 0 CAROL ASH VICE-CHAIRPERSON OF THE BOARD 3.00 3.00 X X 0 0 0 CAROLYN NIEMCZYK MEMBER 1.00 1.00 X 0 0 0 DALE S BRYK MEMBER 1.00 1.00 X 0 0 0 DOUGLAS BATESON MEMBER 1.00 1.00 X 0 0 0 ELIZABETH BORDEN MEMBER 1.00 1.00 X 0 0 0 GILMAN S BURKE MEMBER 1.00 1.00 X 0 0 0 GIORGIOS VLAMIS MEMBER 1.00 1.00 X 0 0 0 HOLLY HEGENER MEMBER 1.00 1.00 X 0 0 0 HUME R STEYER SECRETARY 1.00 1.00 X X 0 0 0 JENNENE TIERNEY MEMBER (OUTGOING) 1.00 1.00 X 0 0 0 JOHN ERNST MEMBER 1.00 1.00 X 0 0 0 JOHN H ADAMS CO-CHAIRPERSON OF THE BOARD 3.00 3.00 X X 0 0 0 JOHN P CAHILL MEMBER 2.00 2.00 X 0 0 0 JOSHUA GINSBERG PHD TREASURER 3.00 3.00 X X 0 0 0 KATHERINE O ROBERTS MEMBER 1.00 1.00 X 0 0 0 LEA PAINE HIGHET MEMBER 1.00 1.00 X 0 0 0 LESLIE G KOCH MEMBER 1.00 1.00 X 0 0 0 PATRICIA F SULLIVAN MEMBER 1.00 1.00 X 0 0 0 PETER BIENSTOCK MEMBER (OUTGOING) 1.00 1.00 X 0 0 0 SAMUEL G HUBER MEMBER 1.00 1.00 X 0 0 0 SAMUEL W LAMBERT III MEMBER (OUTGOING) 1.00 1.00 X 0 0 0 SUSAN BABCOCK MEMBER 1.00 1.00 X 0 0 0 T JEFFERSON CUNNINGHAM III MEMBER 3.00 3.00 X 0 0 0 THOMAS MCHENRY MEMBER 1.00 1.00 X 0 0 0 YUKI MOORE LAURENTI MEMBER 1.00 1.00 X 0 0 0 ALICE GLEASON SENIOR VICE PRESIDENT FOR FINANCE, CHIEF FINANCIAL 38.00 2.00 X 0 247378 27876 CHRISTOPHER J ELLIMAN PRESIDENT AND CEO 38.00 2.00 X 0 958454 56132 EILEEN LARABEE SENIOR VICE PRESIDENT FOR COMMUNICATIONS 38.00 2.00 X 0 223250 46626 GARRAUD ETIENNE CHIEF OPERATION OFFICER 38.00 2.00 X 0 243594 26365 IRENE LEE VICE PRESIDENT OF LAND, NORTHEAST 38.00 2.00 X 0 160358 47768 JEFFREY LEJAVA VICE PRESIDENT AND ASSOCIATE GENERAL COUNSEL 38.00 2.00 X 0 221296 42962 JENNIFER MELVILLE VICE PRESIDENT CONSERVATION GRANTS (OUTGOING) 38.00 2.00 X 0 124867 29350 KATHLEEN MOSER SENIOR VICE PRESIDENT, CHIEF CONSERVATION OFFICER 38.00 2.00 X 0 260162 12000 LORIJEANE MOODY VICE PRESIDENT DEVELOPMENT 38.00 2.00 X 0 194169 52536 MARIA WHITEHEAD VICE PRESIDENT OF LAND, SOUTHEAST 38.00 2.00 X 0 170481 44959 MAY MAY CHENG CONTROLLER AND ASSISTANT TREASURER 38.00 2.00 X 0 131837 48061 NATHAN BERRY SENIOR VICE PRESIDENT, CHIEF LAND PROTECTION OFFIC 38.00 2.00 X 0 275857 40513 PETER HOWELL EXECUTIVE VICE PRESIDENT CONSERVATION CAPITAL & RE 38.00 2.00 X 0 270456 33734 PETER KARIS VICE PRESIDENT FOR PARKS AND STEWARDSHIP 38.00 2.00 X 0 163791 44959 ROBERT K ANDERBERG SENIOR VICE PRESIDENT, GENERAL COUNSEL 38.00 2.00 X 0 239179 35406 SAMAYLA DEUTCH SENIOR VICE PRESIDENT, CHIEF GENERAL COUNCEL 38.00 2.00 X 0 249838 34769 TALLY BLUMBERG SENIOR VICE PRESIDENT, CHIEF STRATEGY & EXTERNAL A 38.00 2.00 X 0 337571 47076 0 4472538 671092 0 0 1 0 0 6766564 21943449 1642092 28710013 PROJECT REVENUE 900099 3036868 3036868 LOAN AND BAD DEBT RECOVERY 900099 2332503 2332503 INTEREST ON LOANS 900099 181983 181983 MANAGEMENT FEES 900099 93817 93817 SETTLEMENT INCOME 900099 51661 51661 5696832 1244216 -289030 1533246 89477 0 89477 89477 89477 61142894 2597548 43069292 2595795 18073602 1753 18075355 1753 634853 17438749 53815893 5698585 345823 19061472 13682145 13682145 4920225 3128663 1390388 401174 3965973 2846929 844978 274066 338582 236043 76453 26086 563919 391189 141812 30918 551774 373849 135389 42536 93817 93817 158494 155512 2982 113296 113296 331261 331261 330798 330798 2151234 1816578 160493 174163 310554 245599 49475 15480 35 35 2052873 1307454 644424 100995 422954 224361 194601 3992 1080464 1080464 355487 329567 25920 PUBLIC REC. ADDITIONS 2989289 2989289 PROPERTY MAINTENANCE 463813 446721 8662 8430 REAL ESTATE RESERVE EXP 351000 351000 PLEDGE AND LOAN LOSS RE 96891 96891 41328 1474 39854 35366206 30128841 4133605 1103760 55786967 54040638 4920493 5762016 3409061 857124 3352600 4331515 775532 219988 91138723 2346346 66063854 88792377 59503151 49508166 158794173 123899267 1986555 159798 217087 4106499 354809473 331677388 1127910 1408772 4326299 4145700 7913447 8763733 23731904 41594515 1196249 1175411 38295809 57088131 X 84304842 73945770 232208822 200643487 316513664 274589257 354809473 331677388 18449687 -60374094 0 X X 0 1 X 1 1 1 X X 1 OPEN SPACE INSTITUTE INC 521053406 7 1 70000 0 1 70000 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: OSILT PROVIDES GRANTS AND LOANS, PRIMARILY TO OTHER LAND TRUSTS, TO PROTECT PARKS AND PRESERVES AS WELL AS WORKING FARMS AND FORESTS IN THE EASTERN UNITED STATES AND CANADA, AND IT AWARDS GRANTS TO SUPPORT THE INTEGRATION OF CLIMATE AND WATERSHED SCIENCE IN CONSERVATION AND LAND MANAGEMENT PLANS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 132915 132915 198346 198346 331261 331261 35034945 36750757 35366206 37082018 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 436883 303953 270762 331261 1342859 250000 250000 250000 250000 1000000 1500000 206415 108247 120417 132915 567994 2 137500 703849 1 1 X X X X 86 30455.00 3 1 1 1950.00 119351 190367340 -33910619 8123413 148333308 179244964 18860635 7738259 190367340 163533137 23387732 7675905 179244964 146629060 24360639 7456562 163533137 164610862 -10112747 7869055 146629060 1.00000 0 1 1 86538590 86538590 3895602 1733751 2161851 8878 8878 433297 427702 5595 262356 184893 77463 88792377 NET ASSET VALUE 106528309 F ALTERNATIVE INVESTMENTS 17370958 F 123899267 DEPOSIT ON SALE 1175411 1175411 X -5543603 -60374095 1584403 -58789692 53246089 569804 569804 53815893 36551171 1754769 1754769 34796402 569804 569804 35366206 PART II, LINE 9: PURCHASED EASEMENTS THAT HAVE A RESALE VALUE ARE RECORDED AT THE LOWER OF COST OR FAIR MARKET VALUE. DONATED EASEMENTS THAT HAVE A RESALE VALUE ARE RECORDED AT THE LOWER OF THE DONATED VALUE OR FAIR MARKET VALUE. CONSERVATION EASEMENTS DETERMINED BY OSILT TO HAVE NO RESALE VALUE ARE WRITTEN DOWN TO A $1 CARRYING VALUE. PART V, LINE 4: THE WALLACE ENDOWMENT IS INTENDED TO BE USED FOR THE PURPOSE OF ACQUIRIING 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. PART X, LINE 2: THE ORGANIZATION BELIEVES IT HAD NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022 AND 2021 IN ACCORDANCE WITH FASB ASC TOPIC 740, "INCOME TAXES," WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITY'S REVENUE 1,778,807. CONSOLIDATING ELIMINATION -194,404. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITY'S EXPENSES 1,949,173. CONSOLIDATING ELIMINATION -194,404. 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PART II, LINE 1 THE OPEN SPACE INSTITUTE LAND TRUST INC. GRANT TO LAMAR MOUNDS, LLC HELPED FACILITATE THE CONSERVATION OF FEE LAND TO NATIONAL PARK SERVICE. 0 1 1 0 0 0 0 0 0 CHRISTOPHER J ELLIMAN PRESIDENT AND CEO 0 471018 0 480769 0 6667 0 12000 0 44132 0 1014586 0 0 TALLY BLUMBERG SENIOR VICE PRESIDENT, CHIEF STRATEG 0 326321 0 10000 0 1250 0 12000 0 35076 0 384647 0 0 NATHAN BERRY SENIOR VICE PRESIDENT, CHIEF LAND PR 0 265434 0 10000 0 423 0 9550 0 30963 0 316370 0 0 PETER HOWELL EXECUTIVE VICE PRESIDENT CONSERVATIO 0 260676 0 7000 0 2780 0 12000 0 21734 0 304190 0 0 SAMAYLA DEUTCH SENIOR VICE PRESIDENT, CHIEF GENERAL 0 249190 0 0 0 648 0 12000 0 22769 0 284607 0 0 ALICE GLEASON SENIOR VICE PRESIDENT FOR FINANCE, C 0 245709 0 0 0 1669 0 12000 0 15876 0 275254 0 0 ROBERT K ANDERBERG SENIOR VICE PRESIDENT, GENERAL COUNS 0 231423 0 5000 0 2756 0 12000 0 23406 0 274585 0 0 KATHLEEN MOSER SENIOR VICE PRESIDENT, CHIEF CONSERV 0 257500 0 0 0 2662 0 12000 0 0 0 272162 0 0 GARRAUD ETIENNE CHIEF OPERATION OFFICER 0 242766 0 0 0 828 0 12000 0 14365 0 269959 0 0 EILEEN LARABEE SENIOR VICE PRESIDENT FOR COMMUNICAT 0 216771 0 5000 0 1479 0 12000 0 34626 0 269876 0 0 JEFFREY LEJAVA VICE PRESIDENT AND ASSOCIATE GENERAL 0 215513 0 5000 0 783 0 12000 0 30962 0 264258 0 0 LORIJEANE MOODY VICE PRESIDENT DEVELOPMENT 0 188472 0 5000 0 697 0 12000 0 40536 0 246705 0 0 MARIA WHITEHEAD VICE PRESIDENT OF LAND, SOUTHEAST 0 155138 0 15000 0 343 0 12000 0 32959 0 215440 0 0 PETER KARIS VICE PRESIDENT FOR PARKS AND STEWARD 0 158438 0 5000 0 353 0 12000 0 32959 0 208750 0 0 IRENE LEE VICE PRESIDENT OF LAND, NORTHEAST 0 152330 0 7500 0 528 0 12000 0 35768 0 208126 0 0 MAY MAY CHENG CONTROLLER AND ASSISTANT TREASURER 0 121696 0 10000 0 141 0 11360 0 36701 0 179898 0 0 JENNIFER MELVILLE VICE PRESIDENT CONSERVATION GRANTS ( 0 124058 0 0 0 809 0 10079 0 19271 0 154217 0 0 PART I, LINE 3 THE CEO/PRESIDENT IS EMPLYOYED BY THE OPEN SPACE INSTITUTE, INC A SUPPORTED ORGANIZATION OF THE OPEN SPACE INSTITUTE LAND TRUST, INC. WHO DETERMINES HIS COMPENSATION. PART I, LINES 4B-C IN 2022, THE PRESIDENT AND CEO RECEIVED A ONE-TIME RETENTION BONUS. X 5 1361790 FMV X IN KIND INTEREST 4 250302 FMV X DONATED LAND 1 30000 FMV 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 2 SAMUEL W. LAMBERT III, BOARD MEMBER, AND HOLLY HEGENER, BOARD MEMBER, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF OPEN SPACE INSTITUTE LAND TRUST, INC. IS OPEN SPACE INSTITUTE, INC. ("OSI") FORM 990, PART VI, SECTION A, LINE 7A THE TRUSTEES OF OPEN SPACE INSTITUTE LAND TRUST, INC. ARE 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 A, LINE 7B THE SOLE MEMBER (OPEN SPACE INSTITUTE, INC.) HAS THE AUTHORITY TO REMOVE ANY TRUSTEE WITH OR WITHOUT CAUSE. FORM 990, PART VI, SECTION B, LINE 11B OUR 990 IS PREPARED BY AN OUTSIDE INDEPENDENT ACCOUNTING FIRM. THE DRAFT FORM 990 IS REVIEWED BY THE CONTROLLER, CHIEF FINANCIAL OFFICER & GENERAL COUNSEL. AFTER STAFF REVIEW THE RETURN IT IS THEN REVIEWED BY THE AUDIT COMMITTEE. THE REVIEWED AND CORRECTED 990 FORM IS THEN SENT OUT TO ALL THE BOARD MEMBERS OF THE ORGANIZATION FOR THEIR REVIEW AND COMMENTS. THE RETURN IS FILED ONCE ALL PARTIES HAVE COMPLETED THEIR REVIEW AND REQUIRED EDITS HAVE BEEN MADE. FORM 990, PART VI, SECTION B, LINE 12C OPEN SPACE INSTITUTE LAND TRUST, INC. HAS A CONFLICT OF INTEREST POLICY WHICH REQUIRES ALL BOARD MEMBERS AND OFFICERS TO DISCLOSE CONFLICTS AND POTENTIAL CONFLICTS AS SOON AS THEY ARISE. A CONFLICTED PARTY MAY NOT DISCUSS THE TRANSACTION THAT IS THE BASIS OF SUCH CONFLICT, AND MUST RECUSE THEMSELVES FROM ANY DISCUSSION OR VOTE ON SUCH TRANSACTION. THE PRESIDENT EACH YEAR REPORTS TO THE BOARD OF TRUSTEES ALL CONFLICT TRANSACTIONS AND HOW THEY WERE HANDLED. THE BOARD OF OPEN SPACE INSTITUTE LAND TRUST, INC. HAS THE POWER TO TAKE REMEDIAL ACTION IF THE CONFLICT POLICY IS VIOLATED. FORM 990, PART VI, SECTION C, LINE 19 OPEN SPACE INSTITUTE, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, DOCUMENT RETENTION AND DESTRUCTION POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. THESE DOCUMENTS ARE SENT TO ANYONE WHO CONTACTS THE ORGANIZATION AND REQUESTS SUCH INFORMATION. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. OSI CONSERVATION INVESTMENTS LLC 1350 BROADWAY SUITE 201 NEW YORK NY 100187799 133028060 CONSERVATION LAND INVESTMENTS NY 0 0 OPEN SPACE INSTITUTE LAND TRUST INC TAHAWUS RAIL LLC 1350 BROADWAY SUITE 201 NEW YORK NY 100187799 881645486 CONSERVATION LAND INVESTMENTS NY 0 2700000 OPEN SPACE INSTITUTE LAND TRUST INC OPEN SPACE INSTITUTE INC 1350 BROADWAY NEW YORK NY 10018 521053406 LAND PROTECTION NY 501(C)(3) 7 N/A 0 STRATEGIC CONSERVATION PARTNERS LLC 1350 BROADWAY SUITE 201 NEW YORK NY 10018 823283734 CONSERVATION LAND INVESTMENTS NY OPEN SPACE INSTITUTE LAND TRUST INC RELATED 98243 2467457 0 1 0.50000 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 STRATEGIC CONSERVATION PARTNERS S 28496 FEE STRATEGIC CONSERVATION PARTNERS S 1925000 DISTRIBUTION OF CAPITAL 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). 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