2024-10-25T13:57:58-05:00 2023-12-31 873707167 CBIZ MARKS PANETH LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2023-01-01 133028060 OPEN SPACE INSTITUTE LAND TRUST INC OPEN 2122908200 1370 BROADWAY 5TH FLOOR NEW YORK NY 100187799 MAY MAY CHENG VP, CONTROLLER 2123564297 2023-12-31 1 1 MAGDALENA CZERNIAWSKI P00535099 2125038800 2024-10-23 2023 2024-10-15 13:58:12Z MAY MAY CHENG 1370 BROADWAY 5TH FLOOR NEW YORK NY 100187799 164222769 0 X HTTPS://WWW.OPENSPACEINSTITUTE.ORG X 1980 NY A SUPPORTING ORGANIZATION OF THE OPEN SPACE INSTITUTE, INC. THAT PROTECTS AND CONSERVES LAND. 25 25 0 25 0 0 28710013 60878933 5696832 7313747 19319571 6522094 89477 106322 53815893 74821096 13682145 55007963 0 0 10340473 10601260 0 0 1149106 11343588 11242872 35366206 76852095 18449687 -2030999 331677388 421472001 57088131 126534315 274589257 294937686 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 56191058 49751514 7441751 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. THROUGH FACILITATED PROJECTS, DIRECT ACQUISITION, AND CONSERVATION EASEMENTS, OSI PROTECTS LAND OF ECOLOGICAL, RECREATIONAL, AND CLIMATE AND WATER QUALITY PROTECTION SIGNIFICANCE WITH THE GOAL OF CONVEYING IT TO PUBLIC AGENCIES AND CONSERVATION PARTNERS AS PERMANENT ADDITIONS TO PUBLICLY ACCESSIBLE LANDS. IN 2023, OSILT PROTECTED 15,000 ACRES OF LAND HAVING A FAIR MARKET VALUE OF $141 MILLION. 8281301 1751949 1151685 PARKS AND PUBLIC POLICY: OSILT 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, OSILT WORKS TO IMPROVE ACCESSIBILITY TO OPEN SPACE, PROMOTE COMMUNITY WELLBEING, AND CREATE THE NEXT GENERATION OF CONSERVATIONISTS. OSILT ALSO PROVIDES SUPPORT SERVICES FOR NEW CITY PARKS, THE NEWLY FORMED PARKS IMPROVEMENT GROUP, THAT BRINGS URBAN PARKS TO NEIGHBORHOODS. 5132512 3502377 1182617 GUIDED BY SCIENCE, WITH A FOCUS ON CLIMATE CHANGE, WATER PROTECTION, FORESTS, AND WILDLIFE HABITAT, OSILT WORKS WITH FOUNDATIONS TO DESIGN AND ADMINISTER RE-GRANT PROGRAMS, DIRECTING CAPITAL AND LOW-COST LOANS TO ACCELERATE THE RATE AND EFFECTIVENESS OF CONSERVATION. OSILT ALSO OFFERS CATALYST GRANTS AND TECHNICAL ASSISTANCE TO CONSERVATION PARTNERS AND PUBLIC AGENCIES TO INCORPORATE CLIMATE AND WATERSHED SCIENCE INTO CONSERVATION PLANNING AND WORKS DIRECTLY WITH COMMUNITIES TO FOSTER RESILIENCE TO CLIMATE IMPACTS. IN 2023, OSILT MADE 22 CAPITAL GRANTS TOTALING $2.7 MILLION, PROTECTING 14,300 ACRES IN FIVE STATES WITH A FAIR MARKET VALUE OF $20 MILLION. FURTHER, OSILT DIRECTLY APPROVED 14 GRANTS FOR CONSERVATION PLANNING TOTALING $230,000. 1462836 2123 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. 1462836 2123 71067707 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 25 25 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 NY CA CT FL GA MA NC NH NJ PA SC AL AK AR CO DC HI IL KS KY ME MD MI MN MS NV ND OH OK OR RI TN VA WA WV WI X ALICE GLEASON CFO 2122908200 1370 BROADWAY 5TH FLOOR 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 1.00 1.00 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 (OUTGOING) 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 JOHN ERNST MEMBER 1.00 1.00 X 0 0 0 JOHN H ADAMS CO-CHAIRPERSON OF THE BOARD 1.00 1.00 X X 0 0 0 JOHN P CAHILL MEMBER 1.00 1.00 X 0 0 0 JOSHUA GINSBERG PHD MEMBER (TREASURER JAN-JUN 2023) 1.00 1.00 X X 0 0 0 JUDE WU ABEL MEMBER 1.00 1.00 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 (OUTGOING) 1.00 1.00 X 0 0 0 MARJORIE VAN DERCOOK MEMBER 1.00 1.00 X 0 0 0 NICOLE HYLTON-PATTERSON MEMBER 1.00 1.00 X 0 0 0 PATRICIA F SULLIVAN MEMBER 1.00 1.00 X 0 0 0 SAMUEL G HUBER MEMBER 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 TREASURER (JUN-DEC 2023) 1.00 1.00 X X 0 0 0 YUKI MOORE LAURENTI MEMBER 1.00 1.00 X 0 0 0 ALICE GLEASON SVP FOR FINANCE & CFO 38.00 2.00 X 0 261212 27428 CHRISTOPHER J ELLIMAN PRESIDENT AND CEO 38.00 2.00 X 0 575272 61581 EILEEN LARABEE CHIEF EXTERNAL AFFAIRS OFFICER 38.00 2.00 X 0 273869 56195 GARRAUD ETIENNE CHIEF OPERATION OFFICER (OUTGOING) 38.00 2.00 X 0 320090 27813 IRENE LEE VP OF LAND, NORTHEAST 38.00 2.00 X 0 160366 57162 JEFFREY LEJAVA VP & ASSOCIATE GENERAL COUNSEL 38.00 2.00 X 0 223038 44803 JENNIE GREER SVP OF PHILANTHROPY 38.00 2.00 X 0 78164 24862 KATHLEEN MOSER CHIEF CONSERVATION/POLICY OFFICER 38.00 2.00 X 0 267960 12000 LORIJEANE MOODY SVP OF DEVELOPMENT (OUTGOING) 38.00 2.00 X 0 228569 51981 MARIA WHITEHEAD VP OF LAND, SOUTHEAST 38.00 2.00 X 0 168349 54195 MAY MAY CHENG CONTROLLER AND ASSISTANT TREASURER 38.00 2.00 X 0 135614 53681 NATHAN BERRY CHIEF LAND PROTECTION OFFICER 38.00 2.00 X 0 346337 39750 NICK RICHARDSON SVP, CAPITAL STRATEGIES 38.00 2.00 X 0 16957 3244 PETER HOWELL EXE. VP CONS. CAP. & RE (OUTGOING) 38.00 2.00 X 0 30515 1973 PETER KARIS VP FOR PARKS AND STEWARDSHIP 38.00 2.00 X 0 174874 54196 ROBERT K ANDERBERG SVP, GENERAL COUNSEL 38.00 2.00 X 0 240652 41901 SAMAYLA DEUTCH SVP, GENERAL COUNSEL 38.00 2.00 X 0 272209 38115 TALLY BLUMBERG EXECUTIVE VICE PRESIDENT 38.00 2.00 X 0 367462 55753 0 4141509 706633 0 0 1 0 0 3000000 22040698 35838235 21223062 60878933 PROJECT REVENUE 900099 5184344 5184344 LOAN AND BAD DEBT RECOVERY 900099 1732598 1732598 INTEREST ON LOANS 900099 218824 218824 SETTLEMENT INCOME 900099 122876 122876 MANAGEMENT FEES 900099 55105 55105 7313747 3415350 3415350 106322 0 106322 106322 106322 51659185 40849232 51014747 38386926 644438 2462306 3106744 2462306 644438 74821096 9776053 0 4166110 55007963 55007963 4559061 2576875 1333380 648806 4637868 3539882 906727 191259 210831 165120 42300 3411 591599 432145 149373 10081 601901 404144 146378 51379 55105 55105 263537 168058 95074 405 109123 109123 446001 446001 284350 284350 1629562 1159913 389623 80026 60 60 1632036 1023514 527922 80600 437789 212762 220741 4286 1514256 1514256 495573 348986 129538 17049 264534 178289 86245 INVESTMENT UBIT 134029 134029 PUBLIC RECREATION 2994599 2994599 REAL ESTATE TAXES 366971 366971 PUBLIC RELATION & COMM. 225451 141466 45511 38474 389896 331658 34908 23330 76852095 71067707 4635282 1149106 0 0 54040638 65088499 5762016 5767881 857124 630515 4331515 4604500 219988 255225 153240491 2435041 88792377 150805450 49508166 71551572 123899267 120682401 159798 1580258 4106499 505700 331677388 421472001 1408772 1841318 4145700 51408154 8763733 29555980 41594515 42628465 1175411 1100398 57088131 126534315 X 73945770 81542487 200643487 213395199 274589257 294937686 331677388 421472001 X -2030999 23183051 -803623 0 X X 0 1 X 1 1 1 X X 1 OPEN SPACE INSTITUTE INC 521053406 7 1 91477 0 1 91477 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 133705 133705 312296 312296 446001 446001 76406094 82584210 76852095 83030211 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 303953 270762 331261 446001 1351977 250000 250000 250000 250000 1000000 1500000 108247 120417 132915 133705 495284 2 75000 609130 1 1 X X X X 90 27673.00 2 1 1 1932.00 108533 148333308 19935446 8283077 159985677 190367340 -33910619 8123413 148333308 179244964 18860635 7738259 190367340 163533137 23387732 7675905 179244964 146629060 24360639 7456562 163533137 1.00000 0 1 1 147993993 147993993 4550845 1801195 2749650 433297 430499 2798 262356 203347 59009 150805450 NET ASSET VALUE 101662861 F ALTERNATIVE INVESTMENTS 19019540 F 120682401 DEPOSIT ON SALE 1100398 1100398 X 100278038 23183051 2558241 25741292 74536746 284350 284350 74821096 79197715 2763999 2763999 76433716 284350 134029 418379 76852095 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, 2023 AND 2022 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 6,102,268. CONSOLIDATING ELIMINATION -3,409,998. INVESTMENT UBIT -134,029. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITY'S EXPENSES 6,173,997. CONSOLIDATING ELIMINATION -3,409,998. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT UBIT 134,029. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PASSIVE FOREIGN INVESTMENT 6434796 0 0 0 0 0 0 6434796 0 6434796 0 0 0 0 0 0 1 OPEN SPACE INSTITUTE INC 1370 BROADWAY 5TH FLOOR NEW YORK NY 10018 521053406 501(C)(3) 91477 0 STEWARDSHIP NEW CITY PARKS INC 71 W 23RD ST 903 NEW YORK NY 10010 274359120 501(C)(3) 1149380 0 SUPPORT OF PUBLIC PARKS ADIRONDACK LAND TRUST INC 2861 NYS ROUTE 73 KEENE NY 12942 222559576 501(C)(3) 25000 0 GENERAL OPERATING SUPPORT THE ADIRONDACK COUNCIL INC 103 HAND AVENUE STE 3 PO BOX D2 ELIZABETHTOWN NY 12932 141594386 501(C)(3) 25000 0 GENERAL OPERATING SUPPORT BLACK ROCK FOREST CONSORTIUM INC 65 RESERVOIR RD CORNWALL NY 12518 133536463 501(C)(3) 6000 0 GENERAL OPERATING SUPPORT BRANDYWINE CONSERVANCY & MUSEUM OF ART 1 HOFFMANS MILL RD CHADDS FORD PA 19317 516020908 501(C)(3) 15000 0 LAND AND CLIMATE CATALYST PLANNING CITY OF BUFFALO 65 NIAGARA SQUARE ROOM 1219 BUFFALO NY 14202 166002533 115 115630 0 SUPPORT OF PUBLIC PARKS CERES INC 99 CHAUNCY STREET 6TH FLOOR BOSTON MA 02111 223053747 501(C)(3) 25000 0 GENERAL OPERATING SUPPORT DELAWARE HIGHLANDS CONSERVANCY 571 PERKINS POND RD BEACK LAKE PA 184053083 232804664 501(C)(3) 45000 0 DELAWARE RIVER WATERSHED PROTECTION ESF COLLEGE FOUNDATION INC PO BOX 6486 SYRACUSE NY 13217 156023443 501(C)(3) 8300 0 LAND CONSERVATION SUPPORT THE FOREST STEWARDS GUILD 2019 GALISTEO ST SUITE N7 SANTA FE NM 87505 850446866 501(C)(3) 12500 0 APPALACHIAN LANDSCAPES PROTECTION FRIENDS OF THE MAD RIVER PO BOX 255 WAITSFIELD VT 05673 030348974 501(C)(3) 12500 0 APPALACHIAN LANDSCAPES PROTECTION STATE OF GEORGIA 2 MLK JR DRIVE SE SUITE 1262 ATLANTA GA 30334 581130945 115 400000 0 APPALACHIAN LANDSCAPES PROTECTION GREATER LOVELL LAND TRUST PO BOX 225 LOVELL ME 04051 222724055 501(C)(3) 102329 0 APPALACHIAN LANDSCAPES PROTECTION JERSEY CITY BOARD OF EDUCATION 346 CLAREMONT AVENUE JERSEY CITY NJ 07307 226002012 115 271003 0 GENERAL OPERATING SUPPORT KEEP DALTON WHITFIELD BEAUTIFUL INC 587 GAZAWAY ROAD SE DALTON GA 30721 581872981 501(C)(3) 20000 0 APPALACHIAN LANDSCAPES PROTECTION LOON ECHO LAND TRUST INC 8 DEPOT STREET SUITE 4 BRIDGTON ME 04009 222966924 501(C)(3) 288500 0 APPALACHIAN LANDSCAPES PROTECTION MAHOOSUC LAND TRUST PO BOX 981 BETHEL ME 04217 010447619 501(C)(3) 20000 0 SEBAGO CLEAN WATERS GRANT MUSCONETCONG WATERSHED ASSOCIATION 10 MAPLE AVENUE ASBURY NJ 08802 223199292 501(C)(3) 35000 0 DELAWARE RIVER WATERSHED PROTECTION NATIONAL AUDUBON SOCIETY 225 VARICK STREET 7TH FLOOR NEW YORK NY 10014 131624102 501(C)(3) 35110 0 DELAWARE RIVER WATERSHED PROTECTION NATURAL HERITAGE TRUST 625 BROADWAY ALBANY NY 12207 161019635 501(C)(3) 100000 0 PUBLIC PARKS IMPROVEMENT STUDY NATURAL LANDS TRUST INC 1031 PALMERS MILL ROAD MEDIA PA 19063 236272818 501(C)(3) 115000 0 APPALACHIAN LANDSCAPES PROTECTION NEW RIVER LAND TRUST 900 SOUTH MAINE ST BLACKSBURG VA 24063 542053383 501(C)(3) 13000 0 APPALACHIAN LANDSCAPES PROTECTION NEW JERSEY CONSERVATION FOUNDATION 170 LONGVIEW RD FAR HILLS NJ 07931 226065456 501(C)(3) 638455 0 DELAWARE RIVER WATERSHED PROTECTION PENNSYLVANIA ORGANIZATION FOR WATERSHEDS AND RIVERS 810 RIVER AVE STE 201 PITTSBURGH PA 15212 251719174 501(C)(3) 15000 0 DELAWARE RIVER WATERSHED PROTECTION POCONO HERITAGE LAND TRUST 1539 CHERRY LANE ROAD EAST STROUDSBURG PA 18301 232285311 501(C)(3) 64191 0 DELAWARE RIVER WATERSHED PROTECTION RANGELEY LAKES HERITAGE TRUST 2424 MAIN ST RANGELEY ME 04970 010472641 501(C)(3) 350000 0 APPALACHIAN LANDSCAPES PROTECTION RIDGE AND VALLEY CONSERVANCY INC 16 MAIN STREET PO BOX 146 BLAIRSTOWN NJ 07825 223181864 501(C)(3) 15000 0 DELAWARE RIVER WATERSHED PROTECTION SOUTH PITTSBURG AREA REVITALIZATION QUEST 318 MAGNOLIA AVENUE SOUTH PITTSBURG TN 37380 843431155 501(C)(3) 20000 0 APPALACHIAN LANDSCAPES PROTECTION FRIENDS OF STOWE CONSERVATION INC 6 SUNSET ST PO BOX 284 STOWE VT 056720284 030307155 501(C)(3) 12500 0 APPALACHIAN LANDSCAPES PROTECTION TENNGREEN LAND CONSERVANCY 1213A 16TH AVENUE SOUTH NASHVILLE TN 37212 621557574 501(C)(3) 64175 0 APPALACHIAN LANDSCAPES PROTECTION THE NATURE CONSERVANCY 4245 N FAIRFAX DRIVE SUITE 100 ARLINGTON VA 22203 530242652 501(C)(3) 531179 0 DELAWARE RIVER WATERSHED PROTECTION THE LAND CONSERVANCY OF NEW JERSEY 19 BOONTON AVENUE BOONTON NJ 07005 222378868 501(C)(3) 220250 0 DELAWARE RIVER WATERSHED PROTECTION TRIANGLE LAND CONSERVANCY PO BOX 1848 DURHAM NC 27702 581514406 501(C)(3) 12000 0 APPALACHIAN LANDSCAPES PROTECTION TRUST FOR PUBLIC LAND 101 MONTGOMERY ST STE 900 SAN FRANCISCO CA 941044148 237222333 501(C)(3) 180000 0 APPALACHIAN LANDSCAPES PROTECTION WABANAKI PUBLIC HEALTH & WELLNESS PO BOX 1356 BANGOR ME 04402 043337456 501(C)(3) 12500 0 APPALACHIAN LANDSCAPES PROTECTION THE WILDERNESS LAND TRUST 2 N LAST CHANCE GULCH SUITE 3-4 HELENA MT 59601 841192823 501(C)(3) 13000 0 APPALACHIAN LANDSCAPES PROTECTION WISSAHICKON VALLEY WATERSHED ASSOCIATION INC 12 MORRIS RD AMBLER PA 19002 231568107 501(C)(3) 15000 0 DELAWARE RIVER WATERSHED PROTECTION WESTERN FOOTHILLS LAND TRUST 445 MAIN STREET NORWAY ME 04268 016083123 501(C)(3) 218070 0 APPALACHIAN LANDSCAPES PROTECTION TOWN OF WAWARSING 108 CANAL ST ELLENVILLE NY 12428 146002497 115 0 96000 FMV BRIDGE PUBLIC PARKS IMPROVEMENT SOUTH CAROLINA DEPARTMENT OF NATURAL RESOURCES (SCDNR) 1000 ASSEMBLY ST COLUMBIA SC 29201 581130945 115 0 5461219 FMV FEE LAND CONSERVATION SUPPORT SOUTH CAROLINA FORESTRY COMMISSION 5500 BROAD RIVER RD COLUMBIA SC 29212 770697491 115 0 7455085 FMV FEE LAND CONSERVATION SUPPORT CHARLESTON COUNTY 4045 BRIDGE VIEW DR NORTH CHARLESTON SC 29405 576001289 115 0 3850000 FMV FEE LAND CONSERVATION SUPPORT US FOREST SERVICE (USFS) 1400 INDEPENDENCE AVE SW WASHINGTON DC 20004 720564834 115 0 1581977 FMV FEE LAND CONSERVATION SUPPORT BEAUFORT COUNTY 100 RIBAUT RD BEAUFORT SC 29902 576006311 115 0 1550000 FMV FEE LAND CONSERVATION SUPPORT FLORENCE COUNTY 180 N IRBY ST FLORENCE SC 29501 576000351 115 0 650000 FMV FEE LAND CONSERVATION SUPPORT CITY OF NORTH CHARLESTON 2500 CITY HALL LN NORTH CHARLESTON SC 29406 570545285 115 0 150693 FMV FEE LAND CONSERVATION SUPPORT SOUTH CAROLINA DEPT OF PARKS RECREATION & TOURISM (SCPRT) 1205 PENDLETON ST COLUMBIA SC 29201 576000286 115 0 28501378 FMV FEE LAND CONSERVATION SUPPORT US FISH & WILDLIFE SERVICE (USFWS) 1849 C ST NW WASHINGTON DC 20240 530201504 115 0 298404 FMV FEE LAND CONSERVATION SUPPORT 39 13 PART I, LINE 2: GRANTEES EXECUTE A WRITTEN AGREEMENT WHICH REQUIRES THEM TO SUBMIT WRITTEN REPORTS TO OSILT FOR THE PERIOD OF THE AGREEMENT. 1 0 0 0 0 0 0 0 0 CHRISTOPHER J ELLIMAN PRESIDENT AND CEO 0 471849 0 94230 0 9193 0 12000 0 49581 0 636853 0 0 TALLY BLUMBERG EXECUTIVE VICE PRESIDENT 0 326212 0 40000 0 1250 0 12000 0 43753 0 423215 0 0 NATHAN BERRY CHIEF LAND PROTECTION OFFICER 0 295870 0 50000 0 467 0 6000 0 33750 0 386087 0 0 GARRAUD ETIENNE CHIEF OPERATION OFFICER (OUTGOING) 0 243628 0 0 0 76462 0 12000 0 15813 0 347903 0 0 EILEEN LARABEE CHIEF EXTERNAL AFFAIRS OFFICER 0 252170 0 20000 0 1699 0 12000 0 44195 0 330064 0 0 SAMAYLA DEUTCH SVP, GENERAL COUNSEL 0 261489 0 10000 0 720 0 12000 0 26115 0 310324 0 0 ALICE GLEASON SVP FOR FINANCE & CFO 0 253565 0 5000 0 2647 0 12000 0 15428 0 288640 0 0 ROBERT K ANDERBERG SVP, GENERAL COUNSEL 0 237805 0 0 0 2847 0 12000 0 29901 0 282553 0 0 LORIJEANE MOODY SVP OF DEVELOPMENT (OUTGOING) 0 227224 0 0 0 1345 0 12000 0 39981 0 280550 0 0 KATHLEEN MOSER CHIEF CONSERVATION/POLICY OFFICER 0 265226 0 0 0 2734 0 12000 0 0 0 279960 0 0 JEFFREY LEJAVA VP & ASSOCIATE GENERAL COUNSEL 0 222228 0 0 0 810 0 12000 0 32803 0 267841 0 0 PETER KARIS VP FOR PARKS AND STEWARDSHIP 0 174270 0 0 0 604 0 12000 0 42196 0 229070 0 0 MARIA WHITEHEAD VP OF LAND, SOUTHEAST 0 167770 0 0 0 579 0 12000 0 42195 0 222544 0 0 IRENE LEE VP OF LAND, NORTHEAST 0 159803 0 0 0 563 0 12000 0 45162 0 217528 0 0 MAY MAY CHENG CONTROLLER AND ASSISTANT TREASURER 0 135456 0 0 0 158 0 11618 0 42063 0 189295 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, LINE 4A IN 2023, GARRAUD ETIENNE RECEIVED SEVERENCE PAY OF $75,000 AND IT IS REPORTED IN COLUMN B(III). X 16157 1317831 FMV X DONATED LAND 7 19780751 FMV X IN KIND INTEREST 3 187256 FMV 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. 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. FORM 990, PART XI, LINE 8: BASED ON A DETAILED REVIEW OF THE ORGANIZATION'S GRANT AGREEMENTS AND FURTHER CLARIFICATION WITH A DONOR, THE ORGANIZATION MADE TWO RESTATEMENTS RELATED TO THE FOLLOWING: 1. DONATIONS OF LAND. 2. THE INTERPRETATION OF MATCHING REQUIREMENTS ON ONE OF ITS GRANTS. 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