OPEN SPACE INSTITUTE

2014 ANNUAL REPORT ii OPEN SPACE INSTITUTE We believe land is worth saving. It’s our most important natural resource, providing clean air and drinking water, habitat and economic opportunity through forestry and farms. The great outdoors is a place to inspire us, motivate us and provide us solace.

We protect great landscapes, forever. We invest in land wisely. Targeting critical parcels along the eastern Saving important lands using science, capital seaboard, OSI’s work ensures permanent and more than 40 years of experience. protection.

We make parks better for visitors. We build healthy communities. Improving parks and making them more Working with local partners, OSI focuses on welcoming gets more people out on the land. conservation issues where they matter most.

cover: Fisherman on Ashokan Reservoir, West Hurley, NY, Catskills; photo: Greg Miller; opposite: Farmland in the Champlain Valley; photo: Greg Miller; above, top left: A New Hampshire Community Forest; photo: Jerry and Marcy Monkman; View to High Top Tower from Smiley property; photo: Greg Miller; Farming in the Champlain Valley; photo: Greg Miller; Hiking in Minnewaska State Park Preserve; photo: Mike Levak OPEN SPACE INSTITUTE

CONTENTS 3 From the Open Space Leadership 4 In the South Under the Pines 8 Giralda Farms Park 12 Community Forests 14 Goosepond Mountain South 15 Come Out and Play 17 2014 Land Projects 18 2014 Projects Map 19 2014 Conservation Capital Projects 20 Planning Tools for Climate Change 22 2014 Hudson Valley Grants 23 2014 Citizen Action Program 24 2014 Financial Report 26 Thank You to Our Supporters 32 Board of Trustees and Staff

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FROM THE OPEN SPACE INSTITUTE’S LEADERSHIP

Trees have strong root systems to state to enhance programming and ground them as they reach higher orient park visitors. and farther; the Open Space Also in New York, OSI studied Institute has New York State, our climate resilience, working with home and source of strength. Our state agencies to add a scientific conservation accomplishments dimension to their land acquisition here are our pride and joy, a priorities. We helped 45 grassroots foundation from which we have groups through fiscal sponsorship, grown. furthering our mission by enabling As we seek more opportunities others to make their communities to apply OSI’s transactional greener, more livable and expertise, our work elsewhere environmentally sustainable. stems from what we continue to Branching out across the achieve in New York. From this eastern United States, OSI base, which laid the groundwork for boldness, OSI has combines research and capital to accomplish significant flourished into an East Coast conservation organization conservation objectives with a program now 15 years working from Alabama up the Appalachians to strong. In 2014 we expanded this effort with the southern Canada. launch of our Southeast Resilient Landscape Initiative, From strength to strength, OSI had an excellent 2014. adding capacity to our presence in the region with We completed 18 land transactions, acquiring over the Southern Cumberland Fund. We also began a 3,300 acres in fee and conservation easements worth remarkable effort to help restore water quality and $25.6 million. Of these transactions, 16 were in New quantity in the 13,000-square-mile watershed of the York, one in South Carolina and one in New Jersey. OSI Delaware River. Our Catalyst Grants are guiding distributed 20 capital grants to 16 conservation partners biodiversity conservation efforts on the ground. On in the eastern United States, utilizing $1.9 million in the heels of our South Carolina and New Jersey direct capital to protect over 7,200 acres. acquisitions in 2014, we are looking at additional In New York, OSI strives to go deeper in our legacy noteworthy properties that will increase public access landscapes. We are advancing a potential five-mile to conserved land. public trail connection between two parks, 1,500-acre We are grateful for your support and partnership, Goosepond and 22,000-acre Sterling Forest state parks. and thank you for your dedication to the conservation OSI is restoring historic carriage roads in Minnewaska of significant landscapes. We are proud of the work we State Park and developing concept plans for improved can accomplish together, continuing to invest in our access at Fahnestock and Jones Beach state parks. We home, New York, while setting our sights higher to partnered on public-private campaigns around the protect more landscapes each year.

John H. Adams Kim Elliman Chairman President & CEO

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IN THE SOUTH Under the Pines

etermination, collaboration, Through the decades, conservationists hard work, and a bit of luck all have been working to preserve this valuable came together in April of last habitat, which has become very rare in the year, when OSI and The Nature Southeast. Longleaf pine ecosystems once DConservancy (TNC) announced covered 90 million acres in this region but the acquisition of two vital tracts of the have been reduced to approximately three Fairlawn Plantation property outside million acres today. What is more, longleaf Charleston, South Carolina. is a fire-adapted ecosystem—the species The tracts, which formed the largest requires frequent prescribed burning for its piece of private land within the nearly health and perpetuation—but through the 259,000-acre Francis Marion National Forest, were a top years, development of longleaf properties and adjacent priority of the U.S. Forest Service for decades. land has made controlled burns difficult, dangerous and That is because the property and the surrounding even impossible. national forest provide critical habitat for a host of rare Despite the widely recognized value of Fairlawn and threatened plant and animal species, with Fairlawn itself nestled in the heart of the forest’s richest block of opposite: Pinus palustris and Pteridium aquilinum forest Francis Marion National Forest. Berkeley County, SC; photo: Alan Cressler; top: OSI staff Nate Berry longleaf pine. Its protection was critical for the integrity (left) and Samalya Deutch with partners from The Nature Conservancy and the of the thousands of acres of public land that surround it. Forest Service at Fairlawn; inset: Longleaf pine sprout; photo: John Petranka

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Plantation, conservationists’ efforts had met with “This plan supports our business growth as frustrating results. After a 2012 deal to protect the well as our commitment to the environment and property using Charleston County funding fell through, communities where we live and work,” said Jack Jones, TNC asked OSI to partner on a second attempt. vice president and general manager of Boeing South A price was negotiated, and a short-term option Carolina. “It’s exciting because it ensures our ability to agreed upon. “We were planning to use federal funds,” grow while protecting the unique natural ecosystem of says OSI Vice President Nate Berry, referring to money this state for future generations of South Carolinians from the Land and Water Conservation Fund, which and visitors.” supports the acquisition and protection of irreplaceable With a funding commitment in hand, OSI and TNC lands. “Then the federal budget came out, and we knew quickly negotiated a series of agreements between the we were not going to get the funds that year. state and federal agencies involved. Going forward, OSI “We sat back and considered what to do next,” and TNC will co-own, restore and manage Fairlawn for Berry said. “Should we buy it and pray for future up to five years, after which the land will be transferred funding? Should we try again next year, and risk losing to the U.S. Forest Service for long-term management. it? We were talking about one of the most important “The Francis Marion and the neighboring conservation tracts in the East.” publicly and privately protected lands are a national In a welcome surprise, funding arrived by way of treasure,” says OSI president and CEO Kim Elliman. aerospace giant The Boeing Company. Boeing needed “It was wonderful working with Boeing, The Nature to offset 468 acres of wetlands associated with the Conservancy, the landowners and many others, permitting process that it had announced it would and seeing the pieces come together to successfully lease from the state of South Carolina for potential conserve these extraordinary properties.” future growth. To mitigate the loss, Boeing would The owners of the remaining portions of Fairlawn protect and restore the most important conservation have indicated their willingness to work with the targets in the area: the 2,241-acre Fairlawn tracts, plus conservation community, so that with hard work and another 1,670 acres known as the Keystone property. perseverance more vital pieces of land may one day be Public and private conservation groups lauded this added to the public trust. plan to conserve nearly 4,000 acres just 10 miles

from Charleston, one of the most rapidly growing above: Young pine growing in Francis Marion National Forest; photo: John B. metropolitan regions in the country. Nelson; opposite: Mature longleaf pine; photo: The Nature Conservancy

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PROTECTING THE LONGLEAF PINE

The South has its icons: sweet tea, grits and football are but a few. But one preceded them all—the longleaf pine (Pinus palustris). Among the most diverse ecosystems in the world, longleaf forests once dominated 90 million acres of the coastal plain from North Carolina to Texas, even extending up into some mountainous areas. Today, only a fraction, 3 percent, remains. Thanks to a highly concerted effort the numbers are rising, but longleaf still faces an uphill battle. The Fairlawn purchase is part of OSI’s growing effort to give the forests a fighting chance: not only does it set aside more land for this keystone species, but it also makes controlled burning possible. A recent OSI loan of $2.18 million to the Trust for Public Land will do the same, securing more than 1,400 acres for longleaf restoration at the Talladega National Forest in Alabama. In addition to those transactions, OSI’s research has informed longleaf-related conservation strategies and goals during the past few years. Seeking to increase dialogue about and conservation funding for places where multiple public values intersect, OSI in 2013 conducted mapping projects to identify 11 core working forest areas in longleaf country that are critical anchors for forestry-based economies, provide multiple conservation benefits and are at risk of development. It also released a related report, Retaining Working Forests: Eastern North Carolina, which focused in depth on one of those regions. The report analyzed the largest forest ownerships, describing tools and incentives that can produce win-win results for conservation and economic well-being. Key opportunities include leveraging military funding where training and conservation needs intersect; maintaining forest uses by paying landowners for ecosystem services, such as clean water, carbon sequestration, and recreation; and encouraging emerging forest product markets that are compatible with conservation goals. In 2013 OSI was asked by the National Fish and Wildlife Foundation to lead the business planning process for its five-year, $7.5 million Forestland Stewards Initiative. The initiative focuses on advancing healthy forest ecosystems within three geographies across the Southeast, including longleaf in the piney woods of Texas and Louisiana and the coastal Carolinas. In these coastal plain landscapes, OSI worked with stakeholders to focus longleaf restoration strategies and goals, gathering and analyzing data to determine the effect of forest management techniques on different ecosystems and species. The business plan estimates that by making strategic investments in landowner outreach, tree planting, and accelerating controlled burning and other vegetation management, partners will improve the conservation status of at least 130,000 acres of longleaf forest in the next five years. As OSI’s work in the Southeast continues to grow, joining in the region’s longleaf pine conservation efforts is a natural fit. Restoring this southern icon is a monumental task, but working together, the conservation community is making it happen.

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GIRALDA FARMS PARK How a Historic Preserve Came to Be

t all started with a routine check-in between OSI’s working in land conservation for 15 years, and in New Terrence Nolan and the Morris County Park Jersey for a decade. Commission in northeastern New Jersey. Transforming a bucolic parcel, tucked away behind “Oh, by the way,” said commission executive the gates of a corporate complex, into a new public Idirector Dave Helmer as he opened his drawer, park would involve bidding wars against developers, revealing a property map, “I may have a new one haggling with corporate neighbors over public access, for you.” Helmer explained that the land, the last and getting input and backing from no fewer than nine remaining green space within a gated commercial office partners in the nonprofit, private and public sectors. complex known as Giralda Farms, had a special history. And then the partners had to ask one of New Jersey’s It had been on officials’ radar for years as a potential fastest-growing metropolitan counties to award its addition to Loantaka Brook County Reservation, and largest-ever grant for open space protection. he thought that there might be a new opportunity to In accounts of the history of Giralda Farms, the spirit conserve it. of its patroness, the legendary Geraldine Rockefeller OSI and its partners would spend the next 10 Dodge (1882–1973), shines through. During its heyday, months engaged in a series of complicated chess moves the manor was the stuff of local legend. Black-and- in an effort to conserve this historic property. white images from the era show Giralda Farms hosting “This was by far the most complex deal I have the tents and crowds of what was reportedly the ever been involved in,” said Nolan, OSI’s senior vice world’s largest and most elaborate dog show. In one president for conservation transactions, who has been photograph, Mrs. Dodge, christened the “dog fancier of

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the century,” kneels on the Giralda lawn, training her Enter the Great Recession. Development plans beloved German shepherd Rin Tin Tin to sit upright were abruptly put on hold. By 2013, the owner of the with paws in the air. property lost his investment through foreclosure, and During her lifetime, Mrs. Dodge became a storied the subsequent owner put the property up for sale. philanthropist, establishing the St. Hubert’s Giralda That’s when the Morris County Park Commission Animal Welfare Center, still located next to Giralda asked OSI to get involved. Farms. The foundation bearing her name continues to In the weeks after the meeting with Dave Helmer, fund leadership, education, and collaboration in the Nolan met Chatham Township mayor Kevin Sullivan arts, education, environmental and media causes in and town administrator Tom Ciccarone, both of whom New Jersey. Under her ownership, Giralda Farms was signaled Chatham’s early support for the project. for years sheltered from the sprawling development Sally Rubin, the executive director of the Great enveloping most of eastern Morris County and the Swamp Watershed Association, was another early larger New York City metropolitan region. Yet after her supporter of the plan to preserve Mrs. Dodge’s legacy. death, portions of the 370-acre estate were subdivided At the same time, Nolan connected with a friendly for housing and ultimately commercial offices. “It is a development investor, Normandy Realty Partners, premier office park in a market that can sustain more which was interested in purchasing a small portion of the property that jutted into the Borough of Madison but wanted the core 136-acre parcel within Chatham Township to be permanently protected as an amenity for the public. OSI and

development,” the spokesman for one buyer told the New York Times in 1997. Over time, commercial buildings sprang Normandy decided to combine up on the original estate grounds until only a forces and submit a joint bid. 136-acre remnant of open space was left. Still, Bidding day grew closer. that patch retained much of the splendor of What was a field of 12 contenders the original estate, with sweeping meadows, dwindled to nine, and then two, stately trees, wetlands, and a pond in a copse of with OSI’s bid—the sole preservation offer—pitted dense woodland. The corporate owners of Giralda against a well-known regional developer. The seller Farms invited the public each summer for New Jersey relayed that it liked the OSI offer but wanted an even Symphony concerts on the great meadow. tighter timeframe and a higher price. Yet despite their value as a community space, the The seller, a holding company, asked for a meeting. 136 acres were vulnerable to office or dense residential “It was a nail-biter,” said LoriJeane Moody, OSI’s development. director of development and a longtime resident of New Jersey who has been working in conservation opposite: Giralda Farms Park; photo: Brett Cole; above, l-r: Chatham Parks Dept. in the state for 16 years. Representatives of the employee, Kevin Sullivan, Mayor of Chatham Township, Terrence Nolan, Senior Vice President of Conservation Transactions, Open Space Institute, Hon. Rodney owner, calling in from Texas and Washington state Frelinghuysen, Congressman, 11th District NJ, Nicolas Platt, Mayor, Harding and unfamiliar with the New Jersey conservation Township, Kathryn A. DeFillippo, Freeholder, Director Douglas Cabana, Freeholder, community, peppered the team with questions. Nolan Thomas J. Mastrangelo, Freeholder, Sue Seyboldt, NJ Green Acres, David Helmer, Executive Director, Morris County Parks Commission; photo: LoriJeane Moody; tried to inspire confidence based on OSI’s track record Fox; photo: Brett Cole; Opening day at Giralda Farms Park; photo: LoriJeane Moody in completing large conservation deals, yet neither he

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Public Performance Green

St. Hubert’s Animal Welfare Center

Loantaka Brook Reservation (Existing County Park)

OSI has a long history of conservation in the nation’s most densely populated state, beginning with the New Jersey Conservation Loan Fund, launched in 1993 with support from the Geraldine R. Dodge Foundation. Today, OSI’s programs in New Jersey include grant making, lending and direct acquisitions.

nor Morris County had ever done anything this big. was a done deal at all,” Mayor Sullivan said. “We had to agree to timeframes with nothing more than The evening of November 12, 2014, saw a crowd advance promises from agencies, and the assurance that gather within the red-brick Morris County government we would all work our hardest to get this done,” he building. One by one, representatives from the said. The seller decided to take a chance and accepted Great Swamp Watershed Association, the Highlands OSI and Normandy’s proposal but insisted that the Coalition, and Nick Platt, mayor of neighboring closing occur by year’s end. OSI had from May until Harding Township, stood in support for the project. mid-November to secure $14.1 million. Despite some local opposition, in the end the Morris With the green light from the seller, all eyes turned County Board of Chosen Freeholders unanimously to the next major hurdle: securing funding. “We had approved funding for a $10 million open space grant—a no margin of error for failure,” Nolan said. “Either the visionary decision, and the largest contribution in the deal got fully funded all at once, or we would lose it.” county’s history. Success depended on the willingness of Morris County The room erupted in cheers. One Morris County to award the largest open space grant in its history. Freeholder, who had often questioned the very need for Kevin Sullivan, mayor of Chatham Township, described conversations within the county ahead of the above, l-r: New trails map at Giralda Farms Park; Historic photo of the original big meeting. Chatham was just one of 39 municipalities house and property; courtesy: Nicholas Platt; Geraldine Dodge at the Morris and in the county yet was asking for $10 million from the Essex Club Kennel Club Dog Show; photo: Geraldine R. Dodge Foundation Archive; county, far more than the county had ever awarded. opposite: Opening Day crowds at Giralda Farms Park; photo: LoriJeane Moody; Pond; photo: Brett Cole; Geraldine Dodge with the famous German shepherd Rin “We felt preserving Giralda would create a regional Tin Tin, who was brought to the Morris and Essex Club Kennel Club Dog Show in resource, but we didn’t go to the meeting thinking this 1931; photo: Geraldine R. Dodge Foundation Archive

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an open space tax, called the project a “model” for what “If not for the money should be used for. OSI’s involvement A breakthrough, and then a roadblock. With the in the project, I grant in hand and about 45 days left to close, the don’t think we spotlight next turned to the corporate neighbors at would have been able to react fast enough, or had the Giralda Farms office park. Some were concerned about ability to work with multiple partners to satisfy the allowing public access to the property next door. county open space committee and the land owner,” said With time running out, Mayor Sullivan took a Mayor Sullivan. gamble and reached out to one of the principal owners OSI staffers were overjoyed to see the successful for a one-on-one negotiation. As a result, the corporate outcome. “This kind of ‘must-do’ preservation project owners and the conservationists struck a deal: the comes around once in a generation,” Nolan said. “We property would be used for passive recreation, with a were grateful to partner with a highly committed group fence and landscaping separating the office park from of people to protect Giralda Farms and look forward to the preserved land. expanding our work in New Jersey to help create new Finally, with just one month to go before the seller’s community parks.” deadline, the final pieces fell in place. In June 2015, Giralda Farms officially opened to the public. Visitors streamed in with children in tow. The following organizations contributed crucial Moody looked over the crowd and sighed. “I love my funding and support to the preservation of Giralda job,” she said, smiling. Farms Going forward, Chatham Township and the Morris Chatham Township County Parks Commission will share ownership of the F.M. Kirby Foundation property, which will add 2.3 miles of pedestrian trails Geraldine R. Dodge Foundation adjacent to the 744-acre Loantaka Brook Reservation. The property will continue to be the home of the Morris County Municipal Utilities Authority Giralda Music & Arts Festival, a much-loved outdoor Morris County Park Commission concert event that has been at the site for 31 years. Morris County Board of Chosen Freeholders Because the land is within the watershed of the New Jersey Department of Environmental Protection federally protected Great Swamp National Wildlife Green Acres Program Refuge, its protection will benefit an important nesting and feeding area for some 244 species of birds.

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COMMUNITY FORESTS Victory of the Commons

n northern New England, where hundreds of Community Forest Program to support the movement. thousands of acres of forestland used to change Take the Cooley-Jericho Community Forest project, hands between owners with faraway addresses, which preserved 843 acres in the White Mountains local communities are finally getting their share. of New Hampshire. For several years, residents from I With help from OSI’s Community Forest Fund, surrounding communities worked to build support citizens are creating and expanding locally owned and raise funds for the project. The land’s previous and managed community forests, which in turn help owner had proposed to build windmills and large sustain local economies. Launched with support from subdivisions; now, however, the townspeople will Jane’s Trust in 2010, the fund has made 18 capital and harvest timber from the land to pay for the cost of forest support grants for community forests in Vermont, New management, and when revenue begins to flow from Hampshire and Maine, giving a total of $1.16 million in future harvests, each of the four towns that contributed grants to rural communities. toward the community forest will receive a share. In With land management in the hands of the the meantime, residents can enjoy hiking, biking and townspeople themselves, community forest projects backcountry skiing. enjoy widespread grassroots support. The projects OSI recently spoke with Rebecca Brown, executive offer an alternative to state and federal ownership director of the Ammonoosuc Conservation Trust, and, by broadening the pool of stakeholders interested which manages the land and spearheaded the project in land protection, expand funding and support for with town leaders, raising funds from the federal conservation. They can also help augment efforts of government, OSI and several other partners. She established land protection organizations, knitting described how the community had been using the land together preserved lands to achieve regional-scale

conservation. Seeing the promise of community forests, above: Two Rivers Community Forest; Machias, ME; photo: Downeast Coastal in 2012 the federal government launched the national Conservancy

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as an outdoor environmental education classroom for estate investment trusts). Some of these companies local schoolchildren, and how an Eagle Scout candidate would log it and then sell it in smaller chunks, leading built a welcome kiosk at the property. to the fragmentation of the forests. In many cases, the “After years of talk, this project came to life because land would then be sold for development.” of OSI’s commitment to feasibility planning, and later The community forest movement, with OSI’s fund to actual funding of the purchase,” Brown said. “Now as a catalyst, has helped these small communities we have a great forest, and an even greater place for reclaim heritage land. “Community forests are a very building community.” palpable expression of individuals growing the local Another example is in Machias, Maine. In this long- capacity for land stewardship,” Lyman said. “OSI’s time fishing community, citizens raised funds from local fund helped demonstrate to the towns that the model had value, and that it could be flexible and adaptable to diverse communities.” For the Nulhegan Abenaki tribe in northern Vermont, which secured a grant from the Community Forests Fund to purchase the land, the program meant reclaiming identity as well as spiritual and cultural heritage. “We felt like we had let down the Creator [by not having a permanent place to carry on tribal traditions],” said Chief

banks, hospitals and foundations and set up a structure to receive revenue from 913 acres of local forest. In the future, a portion of the timber revenue will go to local schools. What’s more, the land is within walking distance of the schools and will be used for outdoor education, recreational trails and river access. Benefits from other projects have ranged from protecting community water supplies and facilitating Don Stevens. “This land is the cement that created the the collection of tourism revenue from mountain biking foundation for our home.” in preserved forests to helping a Native American tribe Today, the Nulhegan Abenaki harness the land for own its first piece of land in 200 years. harvesting medicinal plants and producing maple “The community forest idea was pioneered syrup, (which pays for managing the land); supporting by earlier generations of New Englanders,” said an after-school program for tribal youth; and sowing Marcy Lyman, consultant to the Community Forest heritage seeds such as skunk beans and Vermont Collaborative and an advisory committee member of cranberry beans, with surplus going to a food bank. OSI’s Community Forest Fund. “I can’t say thank you enough to OSI,” said Chief “For hundreds of years, these small towns have Stevens. “You are a part of our history.” historically had the land open to them, and they got employment from it,” Lyman said. “But in the 1980s, the communities began to see large chunks of forestland above, left: Barre Town Forest; photo: Trust for Public Land; right: The 843-acre Cooley-Jericho Community Forest is owned by the Ammonoosuc Conservation being sold and bought up by short-term owners (like Trust (ACT) on behalf of four communities, Easton, Sugar Hill, Franconia, and timber investment management organizations and real Landaff in NH. photo: ACT

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GOOSEPOND MOUNTAIN SOUTH Community Groundswell Saves a Landscape

hen it comes to assessing OSI’s value for in the Hudson Highlands—Storm King, Schunnemunk New York’s state parks, the numbers speak Mountain, Bear Mountain, and Harriman—all of which for themselves: an astounding 10 percent of have been significantly expanded by OSI through the W the total park acreage has been conserved years. If fully realized, the effort will create a ring of in partnership since our founding four publicly accessible green space in a decades ago. rapidly developing area that is less than Last year was no exception, an hour’s drive from New York City. with OSI spearheading additions For now, residents of Chester, New and improvements to Minnewaska, York, are applauding the immediate Fahnestock, Jones Beach and other state wins from the conservation of the new parks. One project in particular held Goosepond property. Conservation of exciting promise. the land will safeguard an important In the last days of December 2014, aquifer recharge area. It also preserves OSI announced the achievement of a sorely-needed greenspace, as decade-long goal: the preservation of Goosepond is located just two miles 400 acres adjacent to Goosepond Mountain State Park. from dense development sprawling north and west Once slated to be a golf course and 200-unit housing from the New York State Thruway and Route 17. development, the new property will instead remain a Rose Harvey, Commissioner of New York State natural landscape of fields, trails, woods and wetlands. Office of Parks, Recreation and Historic Preservation, Goosepond Mountain State Park will now offer almost said: “Improving public access to parks is part of 25 square miles of wilderness to its devoted hikers and Governor Cuomo’s conservation vision for the horseback riders. The addition also allows the park Hudson Valley. We applaud the Open Space Institute to reroute five miles of the multistate Highlands Trail, for protecting a property that was threatened by eliminating potentially dangerous roadwalk for hikers. development and preserving it for the future. On a larger scale, by furthering a proposed connection between Sterling Forest State Park (which OSI helped create in 1997) and Goosepond, the project top, left: Goosepond Mountain State Park, Orange County, NY, is 1,558 acres of open space with access to the Highland Trail; photo: Greg Miller; inset: Working brings conservationists closer to fulfilling a years-long, on the Highland Trail. It will extend over 150 miles from the Connecticut to New regional initiative to link these state parks with others Jersey; photos: New York-New Jersey Trail Conference

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GOOSEPOND MOUNTAIN SOUTH COME OUT AND PLAY Community Groundswell Saves a Landscape A Great Year for New York State Parks and Preserves

hen park-goers set foot in a welcome center, Cuomo, OSI and Black Rock Forest announced a view a visitor map, or explore a new trail, deal to protect the forest, billed as the largest-ever their first impressions go a long way toward conservation easement in the Hudson Highlands. The W determining whether they will return to the move will formalize public access to the land, giving park another day. The key to repeat visits lies in two hikers, outdoor enthusiasts and other park visitors an factors, accessibility and visitor experience. OSI has experience made up of nearly 60 miles of uninterrupted worked to improve both in 2014. trails and 8,600 acres. At Minnewaska State Park Preserve, whose acreage OSI’s work at Manitou Point, a site with historical OSI has more than doubled over 20-plus years, the goal ties dating back before the Revolutionary War, began of OSI’s $500,000 fundraising campaign to restore the 25 years ago and is one of our longest-running projects. Hamilton Point carriage roads was achieved when Manitou Point was purchased in 2013 by a conservation the carriage road network reopened in September. The buyer, and OSI continues to be involved in managing Victorian-era roads have been restored to their former public access to portions of the property, installing glory, and afford a spectacular route overlooking kiosks and rerouting trails in partnership with Hudson bucolic valleys, making for a safe and fun family day- Highlands Land Trust and the New York–New Jersey trip atop the Shawangunks. Trail Conference. OSI’s next trails project gives visitors an unusual Governor Cuomo in March announced the Jones visit atop the longest elevated pedestrian bridge in the Beach Revitalization Plan, an initiative that took shape world. The Office of Parks, Recreation and Historic with financial support from OSI. The project aims to Preservation will use a half-acre parcel OSI acquired restore the grandeur of this waterfront destination adjacent to Walkway Over the Hudson to create a new while adding new activities, dining options and base of operations at the park’s Poughkeepsie side. entertainment that will extend park-goers’ enjoyment This project will also help visitors explore the park, and after sunset. The public space was originally designed integrate this extraordinary nontraditional public space by famed master builder Robert Moses. into its surroundings. Located in Orange County and about 100 miles from New York City are two projects to expand regional above, left: Joy of Swinging; photo: Brittany Randolph; right: All ages enjoy the restored Rosendale Trestle, NY; photo: Brett Cole; opposite: photos: Walkway, recreational prospects for the nation’s most populous Jones Beach photos: New York State Parks Recreation and Historic Preservation. metropolitan area. In October, Governor Andrew Other photos: OSI OPEN SPACE INSTITUTE

Over the past four decades, with nearly 80 conservation initiatives, OSI has added more than 40,000 acres to the 335,000-acre state park system.

DUTCHESS

COLUMBIA

Catskills State Park Preserve Walkway over the Hudson

Hamilton Point

ULSTER DUTCHESS

Minnewaska State SULLIVAN Park Preserve POUGHKEEPSIE

ORANGE PUTNAM Black Rock Forest

Goosepond ROCKLAND WESTCHESTER

BRONX Sterling Forest Manitou Point SUFFOLK QUEENS NASSAU MANHATTAN NEW YORK CITY

KINGS

Jones Beach RICHMOND

Protected Land

16 Open Space Institute 2014 LAND PROJECTS

1 Understory Farm 4 Studley Barn 7 Shawangunk Greenway 10 Giralda Farm 127 acres 46 acres Schneller II, 63 acres 136 acres Town of Essex, Essex County Town of New Paltz, Ulster County Towns of Shawangunk & Chatham Township, This is OSI’s third lease-to-own farm The Studley Barn property is Wawarsing, Ulster County Morris County, NJ project and the farmers intend to adjacent to the 856-acre Smiley Schneller II is the second acquisition The successful protection of use the property to breed goats Brothers land sold to Mohonk on the southeastern side of Giralda Farms marks the largest and produce milk and cheese. They Preserve in 2014. It is a highly scenic Minnewaska State Park Preserve. It conservation transaction in Morris plan to cultivate fruit and nut trees, land that protects one of the most protects an important part of the County, and one of the largest in mushrooms and other forest crops. treasured views of the Skytop tower vast, globally rare pitch pine barrens New Jersey. The lands will expand atop the Shawangunk Ridge. at Sam’s Point and part of the recreational access to the adjacent 2 Bozen Kill Preserve Verkeederkill stream. Loantaka Brook Reservation. 154 acres 5 Walkway Landing Town of Knox, Albany County .47 acres 8 Hurleyville Rail Trail 11 Francis Marion National OSI and the Mohawk Hudson Land Town of Poughkeepsie Center for Discovery Forest: Fairlawn Inholding Conservancy acquired the land Dutchess County 85 acres and 9 miles 2,240 acres and added it to an adjoining 27 The small lot, adjacent to the Towns of Liberty and Fallsburg Christ Church Parish, Charleston acres to create the new Bozen Kill Walkway over the Hudson, provides Sullivan County and Berkley Counties, SC Preserve. It will allow a large off-road additional public access to the The scenic rail trail runs through OSI and The Nature Conservancy addition to the Long Path Trail and Walkway Over the Hudson, parking farms, woods and wetlands, and acquired two tracts consisting of a connection of the trail to the Wolf and could serve as a future location will connect Hurleyville and South more than 2,200 acres in the heart Creek Falls Preserve. for a park visitor center. Fallsburg. The proposed rail trail of the Francis Marion National also runs along the Stonewall Forest. Fairlawn provides rare 3 Mount Lebanon Shaker Site 6 Hess Farm Preserve, an OSI protected working habitat for longleaf pines and for the 61 acres, Town of New Lebanon, 75 acres farm at the Center of Discovery. federally endangered red-cockaded Columbia County Town of Gardiner, Ulster County woodpecker. (Read more p.5) OSI provided financing for the Hess is one of Gardiner’s most 9 Goosepond Mountain South Shaker Museum to acquire an viable farms, producing feed 389 acres adjoining property, located in hay and shelled corn for many Town of Chester, Orange County a designated National Historic neighboring farms that raise horses, The acquisition expands the public Landmark District. Mount Lebanon cattle and livestock. The funding access to Goosepond Mountain has been recognized by the World for the acquisition of the Hess State Park, providing a new park Monuments Fund as one of the 100 Farm conservation easement was entrance, where the multi-state most significant endangered historic helped by a US Farm and Ranchland Highlands Trail will be relocated. sites in the world. Protection Program grant. Goosepond Mountain South is a part of the Hudson Highlands.

above, l-r: Hurleyville Rail Trail at The Center for Discovery in the Catskills. photo: Brett Cole; Studly Barn at the base of the Shawangunks; photo: John Fischer; Milking Cows; photo: Greg Miller

17 1 MAINE CANADAVERMONT QUÉBEC

ONTARIO

1 2 NEW YORK 4 NEW MAINE HAMPSHIRE 3 5 2 VERMONT 6 3 7 NEW MASSACHUSETTS NEW YORK 8 HAMPSHIRE 9 12 MASSACHUSETTS RHODE 8 4 ISLAND 7 5 CONNECTICUT 6 CONNECTICUT

11 PENNSYLVANIA 10 PENNSYLVANIA 9 13 OHIONEW 14 1615 JERSEY 17 NEW 18 JERSEY 1210 19

INDIANA DELAWARE

WEST VIRGINIA

KENTUCKY VIRGINIA

21

TENNESSEE NORTH CAROLINA

20

SOUTH CAROLINA

22 GEORGIA 11

ALABAMA 18 Open Space Institute 2014 CONSERVATION CAPITAL PROJECTS

TRANSBORDER FUND NORTHEAST RESILIENT 11 The Conservation Fund 17 Lancaster Farmland Trust LANDSCAPES FUND Walpack Riverside, 109 acres Stoltzfoos Farm 1 Appalachian Corridor Walpack Township, NJ 80 acres, Salisbury Township, PA Appalachien 6 Society for the Protection of Project Cost: $912,000 Project Cost: $312,300 Mount Foster, 852 acres NH Forests Grant: $150,000 Grant: $52,418 East Bolton, Quebec Belknap Mountains Acquisition of lands located on the This Farm adds to an assemblage Project Cost: $1,153,012 886 acres, Alton & Gilford, NH shore of the Delaware River will in the Lancaster Agricultural region. Grant: $150,000 Project Cost: $983,438 become an addition to the adjacent The LFT will help with financial and This project lies within an 11,900 acre Grant: $160,120 Delaware Water Gap National technical assistance to improve forest block, forging a strategic link The Belknap Mountains contain Recreation Area. conservation practices, accelerating between Quebec’s Sutton Mountains unfragmented, native habitat and a land protection and protecting key and Mount Orford National Park. The diversity of landforms—rocky slopes, WESTERN MASSACHUSETTS FUND biological and water resources. land provides a variety of habitats for steep ravines and wetlands. This rare salamanders, black bear, fisher, project consolidated conservation 12 New England Forestry 18 Lancaster Farmland Trust moose and river otter. ownership by protecting three Foundation Eden Township, PA adjacent parcels. Hawley Wildands and Woodlands Esh Farm 1: 282 acres, 2 Society for the Protection of 748 acres, Hawley, MA Project Cost: $575,349 NH Forests Project Cost: $649,478 7 Bear-Paw Regional Grant $98,950 Maple Ridge Farm, 269 acres Grant: $100,000 Greenway Esh Farm 2: 204 acres, Pittsburg, NH Crooked Run Franklin Land Trust, NEFF, five land- Project Cost: $540,452 Project Cost: $262,493 450 acres, Barnstead, Pittsfield owners and the state teamed up to Grant: $78,125 Grant: $50,000 and Stratford, NH conserve this landscape containing With the Esh Farms 1 & 2, LFT Maple Ridge Farm lies one mile from Project Cost: $664,350 bogs, mountain streams and dense preserves a strategic block of the Canadian Border, within the head- Grant: $110,000 forests. The properties are adjacent farmland. They will help farmers to waters of the Connecticut River and Bear-Paw acquired a conservation to state forest and conserved lands improve farm conservation practices at the confluence of Indian Stream, a easement on Crooked Run, located and help link thousands of acres of to strategy will accelerate farmland famed cold water trout fishery. in a rapidly suburbanizing area that forests. protection of and protect key still contains intact forests, wetlands, biological and water resources. 3 The Nature Conservancy vernal pools, streams and lakes. The BAYSHORE HIGHLANDS FUND Northeast Kingdom-Northern land trust is working with adjacent 19 D&R Greenway Land Trust New Hampshire Linkage, landowners to link the property with 13 Heritage Conservancy John & Andrew Carpenter Farms 165 acres, Groveton, NH and 20,000 acres protected. Hoffman Property Mannington Township Maidstone, VT 45 acres, Durham Township 156 acres, NJ Project Cost: $204,368 Bucks County, PA 8 Vermont Land Trust Project Cost: $861,180 Grant: $20,000 Salmon Brook Headwaters Project Cost: $388,696 Grant: $7,200 Grant: $97,902 TNC conserved rich floodplain forest 144 acres, Putney, VT The Hoffman property lies within Preservation of the shoreline lands at the confluence of the Connecticut Project Cost: $362,500 the Cooks Creek Watershed in the on the Mannington Meadow is critical and Upper Ammonoosuc Rivers. The Grant: $40,000 Northampton Hills. The conservation for retaining the agricultural heritage, forest, bordering over two miles of The Putney Mountain Association easement protects woodlands, head- natural resources and wildlife habitat. river frontage, provides migratory and VLT conserved 144 acres at the waters and habitat adjacent to over and nesting habitat for over 120 bird southern end of a 16-mile ridgeline 1,100 acres of preserved land. SOUTHERN CUMBERLANDS FUND species. within a 6,700 acre forest block. The 14 Natural Lands Trust, Inc. property overlies rich, limestone 20 Georgia Deptpartment of Andybur Lands 4 Trust for Public Land bedrock and includes the headwaters Natural Resources 23 acres, North Coventry Orbeton Stream, 5,774 acres of Salmon Brook. Pigeon Mountain Addition Township, PA Madrid, ME 343 acres, Walker County, GA Project Cost: $395,070 Project Cost: $1,797,000 9 Mount Grace Land Project Cost:$530,000 Grant: $77,500 Grant: $100,000 Conservation Trust Grant: $53,000 This forested parcel was added to Lying within an international wildlife Leyden Woods This project conserved a key tract at the adjacent 674-acre Coventry linkage, the project connects with 482 acres, Leyden, MA the northern end of Pigeon Mountain, Woods Park. 77,000 acres of conserved forest. Project Cost: $1,055,222 enhancing habitat connectivity and Orbeton Stream is prized for its Grant: $131,370 conservation of high priority species. eastern brook trout and critically Landowners, local land trusts and the 15 Brandywine Conservancy Jacob Fisher Farm endangered Atlantic salmon, which state joined to protect this land—a CONSERVATION LOAN FUND are returning after 150 year absence. priority climate refuge for wildlife that 67 acres, Honey Brook Township, PA also includes local farms and produc- Project Cost: $309,876 21 The Nature Conservancy Grant: $49,959 COMMUNITY FOREST FUND tive forestlands. Bluff Mountain, 715 acres This dairy farm contains headwater Ashe County, NC 5 Androscoggin Land Trust springs and streams that flow to the Project: $3,394,820 Loan: $2,557,991 10 The Land Conservancy of Androscoggin Greenway West Branch of Brandywine Creek. OSI’s loan supported TNC’s New Jersey Community Forest, 1,225 acres Pequannock Watershed Forest The conservation plan protects the acquisition of the 715-acre Bluff Jay & Canton, ME 257 acres, West Milford, NJ streams from runoff. Mountain tract, which will become Project Cost: $635,000 Project Cost: $1,546,375 part of the nationally significant Bluff Grant: $14,300 Grant: $50,000 16 Brandywine Conservancy Mountain Preserve contains some Land bordering three miles of the An in-holding in the Newark Honey Brook Township Farmland of the largest concentrations of rare Androscoggin River is conserved as a Pequannock Watershed, its complex 426 acres, Honey Brook plant species. new community forest that will pro- and varied topography supports Township, PA tect wildlife habitat and working lands, mature hardwood and hemlock, Project Cost: $1,940,698 22 Nature Conservancy - and ensure citizen involvement in the sedge swamps, vernal pools and Grant: $311,182 Alabama Chapter lands’ use and management. coniferous forested wetlands. Brandywine Conservancy purchased Hancock Tracts, 1,419 acres agricultural easements on six farms. Chilton County, AL All the farms contain at least 50% Project: $2,475,000 prime agricultural soils and front on Loan: $2,185,700 streams flowing to the West Branch OSI’s loan enabled TNC to acquire the Brandywine Creek. Four farms inholdings in the Talladega National are adjacent to protected lands and Forest-Oakmulgee District containing have conservation plans protecting a large population of endangered red water quality. cockaded woodpeckers.

19 ELEMENTS OF CLIMATE RESILIENCE Protecting Biodiversity

Geology Complex Land Forms Connectivity Diverse geology, Variations in topography Physical factors allow soils and bedrock create a variety of species the best are the foundation microclimates for diverse chance to rearrange for biodiversity species themselves as the climate changes.

Red Spruce Woodland Northern Sparse Northern Hardwoods Acidic Hardwoods Oak-Hickory Cli Woodland Spruce-Fir Rich Tamarack Swamp White Pine Northern Northern Black Hardwoods Hardwoods Spruce Peatland

Cedar Cattail Swamp Marsh

Calcareous Ultrama c Acidic Granitic Acidic Sedimentary

photos: top: U. S. Fish and Wildlife Service Conte Wildlife Refuge; l-r: Jerry Monkman; Jerry Monkman; J. Malik

20 2014 ANNUAL REPORT

PLANNING TOOLS for Climate Change

Four states and six regional conservation initiatives have incorporated climate science into planning for wildlife and habitat management in the face of climate change. These plans will inform mitigation funding, regulations and land protection in New York, Vermont, Maine, New Hampshire, Massachusetts and New Jersey.

s land conservationists determine how best to partnership to identify two new priority areas for land conserve biodiversity, the unpredictability of protection based on climate considerations. Partners our changing climate has left many wondering recently completed a land acquisition project in one of A whether the lands they protect today will harbor their newly identified resilient landscapes with a grant wildlife tomorrow. from OSI’s Resilient Landscapes Protection Fund. “Climate change has been the gorilla in the “It was like a dam breaking,” Bateson said, recalling closet,” said Emily Bateson, conservation director at the positive reception to the new climate science. Highstead, a Connecticut-based nonprofit dedicated Resilience planning tools identify important places to to New England forest conservation and ecological protect for wildlife that also benefit humans. The North research. In her work with 38 regional conservation Quabbin conservation area, for example, includes the partnerships—groups of land trusts, local communities, reservoir that is the source of drinking water for 2 and government agencies that work together to achieve million Bostonians. conservation on a large scale—Bateson has her ear to Providing tools for land trusts to respond to climate the ground with the conservation community in New change: this is the goal of Catalyst Grants. England as it contends with a changing climate. Take the evolution of conservation mapping efforts “Everyone has been thinking about it, but people in another part of New England. Ten years ago, Bear- hadn’t been addressing climate because they weren’t Paw Regional Greenways, a land trust in southeastern sure how to approach it,” she said. New Hampshire, created a map identifying important Enter OSI. In 2013, OSI launched the Resilient ecological areas within its 177,000-acre region. Assisted Landscapes Initiative with support from the Doris by a grant from OSI, Bear-Paw has updated this map Duke Charitable Foundation. Under the initiative, also to identify the natural areas best able to support the funded by Jane’s Trust, New York State Conservation region’s wildlife in a changing climate. Partnership Program and the NYS Environmental In some cases, the climate science changed land Protection Fund, OSI offers Catalyst Grants to protection priorities; in others, it confirmed existing conservation groups working with communities, priorities but enabled Bear-Paw and the towns to make other nonprofit organizations and public agencies a more persuasive case for spending public dollars to incorporate climate resilience science into local, on land conservation based on the benefits of the regional, and state conservation plans. In this way projects for the long term. As a result, the 12 towns in scarce conservation dollars go to protecting the places the service area are poised to use the data to change that will support biodiversity into the future. their zoning, enact new land-use regulations, and Highstead used its OSI grant to provide technical direct funding for land protection in an area that now training, starting with North Quabbin Regional encompasses 214,000 acres. Landscape Partnership. The North Quabbin’s In 2014, OSI approved seven Catalyst projects in reach spans 26 towns and half a million acres in the Northeast. “These new grants will integrate data Massachusetts, and the partnership involves 12 land for biodiversity with data about other climate-related trusts and seven agencies. At each training session, issues, such as sea level rise, species vulnerability 15 to 20 conservation leaders wrestled with how and flooding,” said OSI’s director of research, Abby to combine climate resilience science with existing Weinberg. “These demonstration projects will help state wildlife conservation plans. The process led the inform the approach to climate change going forward.”

21 OPEN SPACE INSTITUTE

2014 HUDSON VALLEY GRANTS

The Hudson River Valley, where OSI was founded more than forty years ago, is a place we have relished giving back to through the years. We continue look for ways to contribute to the region’s people and its land. To this end, OSI administers two funds for organizations who share in this vision. The Malcolm Gordon Charitable Fund focuses on programs that increase awareness of environmental issues and help to conserve the landscapes of the mid-Hudson River Valley. The Barnabas McHenry Hudson River Valley Awards honor the extensive contributions of conservationist Barnabas McHenry and seek to shape the next generation in the Hudson Valley. The grants are awarded each year to four exceptional young leaders in the fields of environmental conservation, historic preservation, the arts and tourism. Please read on for a list of promising organizations and young people who will benefit from this round of 2014 Hudson Valley Grants.

Barnabus McHenry Malcolm Gordon Hudson River Valley Fellows Charitable Fund Awards

Arts Cary Institute Samantha Singleton The Hudson River Data Jam and Thomas Cole National Historic Site Inventory and organize a recently donated collection of Constitution Marsh Audubon Center and Sanctuary Thomas Cole documents and drawings Curriculum and Habitat at the Meadow Hill School, Newburgh, New York Environmental Conservation Katherine Sopko Friends of Fahnestock and Rondout Valley Growers’ Association Taconic Outdoor Education Center Maple Syrup Evaporator A profile of farming in the Rondout Valley and its contributions to the environmental, social, economic and Hudson Highlands Land Trust historical fabric of the Hudson Valley Hudson Highlands Regional River of Words Environmental Education Program Historic Preservation Sawyer Cresap Hudson Highlands Nature Museum and Preservation League of New York State Reimagined Maple Sugar Tours A guide to public participation in the Public Service Commission review process, with an emphasis on the role Mohonk Preserve that historic and cultural resources Providing Outdoor Education for Disadvantaged Youth

Tourism Stony Kill Foundation Ben Himmelfarb Stony Kill Farm Offerings and Shaker Heritage Society

A Heritage Tourism Plan for Partners for Albany Stories above, l-r: Barney McHenry and 2014 Fellows; photo: Odette Veneziano; (PASt) Hudson Highlands from Boscobel, Garrison, NY; photo: Greg Miller; opposite, l-r: Christopher Park Alliance, BioCities conference; Christopher Park Alliance; Rego Park Green Alliance; SNAP Gardens oversees construction of a hoop house at High School for Public Service Youth Farm.

22 2014 ANNUAL REPORT

2014 CITIZEN ACTION PROGRAM

Through its Citizen Action Program, the Open Space Institute provides administrative support to community groups whose programs and activities are aligned with OSI’s central mission. We assist over 40 groups in New York and New Jersey who: protect natural habitats, make cities more livable, enhance local communities, promote environmental sustainability, provide environmental education and connect people with the land.

Group Highlights 2014-2015 Groups

Essex Farm Institute trains farmers BiomimicryNYC Growing Chefs on a farm in Essex County to build Black Urban Growers Honoring the Future resilient, diversified farms that are Butterfly Project NYC Infrastructure USA economically viable, socially responsible Christopher Park Alliance LICAN and environmentally beneficial. Citizens Emergency Committee to Millbrook Matters Christopher Park Alliance is dedicated Preserve Preservation No Time to Lose to the revitalization and maintenance of Compost for Brooklyn PlayHarvest historic Christopher Park in the heart of Concerned Citizens for Open Space, Inc. Prospect Heights Community Farm Greenwich Village and works together with the community and New York City Deuel Hollow Conservation Assc. Protect the Village Historic District Department of Parks and Recreation to dlandstudio Rego Park Green Alliance maintain and enhance Christopher Park Essex Farm Institute Rondout Valley Growers Association as a scenic, historic, peaceful landmark. Farming Concrete Sensible Wireless for Gardiner Honoring the Future harnesses the Forbus Butternut Association Sprout power of art to educate, empower, and Forever Rural Stand for Land engage the public on climate change Friends of Bleecker Playground Stewart Park and Reserve Coalition by planning art exhibits and education Friends of Dover Parks (SPARC) programs on climate change in Friends of Gulick Park Stuyvesant Pathways partnership with schools and museums Friends of the Housatonic Sustainability Practice Network (SPN) across the US. Germantown Neighborhood Association Sustainable Flatbush Growing Chefs connects people to Green Apple Kids TARGET Tuxedo Inc. food, from the soil to the kitchen, and Green Edge NYC The Fox Collection provides schools with food and farming education workshops, through a wide GreenWorks Team TreeKIT range of programming. Grow Smart Dover

23 OPEN SPACE INSTITUTE

Open Space Institute 2014 FINANCIAL REPORT

Open Space Institute, Inc. and Consolidating Entities Supplementary Information Sources and Uses of Funds and Other Key Financial Information As of and for the Years Ended December 31, 2014 and 2013

2014 2013

Sources of Funds Contributions $18,662,178 $10,882,108 Net release/(deferral) of restricted gifts (4,557,241) 863,452 Other income * 855,846 520,463 Investment funds available under spending policy 10,526,087 10,164,582 Proceeds from sales of natural land areas and improvements 5,335,831 9,999,831 Proceeds from loans payable 4,893,691 2,046,740 Payments received from program-related investments 3,256,700 1,431,113

Total sources $38,973,092 $35,908,289

Uses of Funds Grants * ($5,112,210) ($6,311,940) Easement purchases (613,042) (1,666,635) Purchases of natural land areas and improvements (9,792,232) (5,428,509) Other program expenses * (9,165,336) (8,071,080) Supporting services expenses (2,415,699) (2,267,130) Repayments of loans payable (3,019,150) (5,009,493) Payments advanced for program related loans (5,566,191) (2,342,500)

Total uses ($35,683,860) ($31,097,287)

Net Sources & Uses of Funds $3,289,232 $4,811,002

Financial Statement of Activities Unrestricted contributions $4,804,481 $2,134,067 Restricted contributions 13,857,697 8,748,041 Other income 1,070,874 538,376 Grants (7,332,927) (6,311,940) Easement purchases (613,042) (1,666,635) Other program expenses (9,583,948) (8,818,951) Supporting service expenses (2,415,699) (2,267,130) Realized and unrealized loss on real estate (4,578,488) (4,059,911) Investment activity (including unrealized gain/(loss) on investments) 5,703,618 26,176,533

Change in net assets $912,566 $14,472,450

Other Key Financial Information Total assets $288,360,085 $281,555,968 Net assets - unrestricted 75,777,392 75,939,293 Net assets - temporarily restricted 186,107,223 185,032,756

Total net assets $261,884,615 $260,972,049

*Excludes non cash transactions

24 2014 ANNUAL REPORT

SOURCES AND USES OF FUNDS

In 2014, OSI acquired for conservation over $10 million The financial information includes activities of in land and easements. Of this, $5.4 million in New York both the Open Space Institute, Inc. and the Open Space State was largely made possible by the Lila Acheson Institute Land Trust, Inc. The information should be and Dewitt Wallace Endowment. OSI also negotiated to read in conjunction with the audited consolidated acquire parcels in New Jersey (Giralda at $14.2 million) financial statements and related notes, available from and South Carolina (Fairlawn at $2.8 million). OSI OSI on request. In the interest of a timely annual report, awarded over $1.9 million in re-grants to land trusts in the this analysis was prepared based on the 2013 Audited Mid-Atlantic, New England, the Southern Appalachians Financial Statements and the draft 2014 Financial and the Quebec/New Brunswick transborder region. Statements.

8% Payments received from program- related investments

13% 36% Proceeds from Contributions and loans payable Net release/(deferral) of restricted gifts Sources of Funds 14% Proceeds from sales 2014 of natural land areas and improvements

2% Other income * 27% Investment funds available under spending policy

16% 14% Payments advanced Grants * for program related loans 2% Easement purchases 8% Repayments of loans payable Uses of Funds 7% 2014 Supporting services 27% expenses Purchases of natural land areas and improvements

26% Other program expenses *

*Excludes non cash transactions

The Open Space Institute, Inc. was incorporated in 1974 under section 402 of the Not-For-Profit Corporation Law of New York and is a tax-exempt public charity under Section 501(c)(3) and 509(a)(1) of the U.S. Internal Revenue Code. All contributions to the Open Space Institute, Inc. are tax-deductible to the fullest extent of the law. A copy of our latest financial annual report may be obtained by writing to OSI or the New York Department of State, Office of Charities Registration, The Capitol, Albany, NY 12231. 25 OPEN SPACE INSTITUTE

26 2014 ANNUAL REPORT

THANK YOU TO OUR SUPPORTERS

The Open Space Institute thanks all who have made the vital work of land conservation possible. Our shared vision for the future means that the stories on these pages are just as much yours as ours.

Foundations, Corporate EASTER Foundation The Malkin Fund, Inc. Shawangunk Conservancy and Organizations Elliot Badgley Foundation Marist College The Sidney J. Weinberg, Jr. A & J Saks Foundation, Inc EmblemHealth Merck Family Fund Foundation Adirondack Foundation - Empire State Development MetLife Stainman Family Evergreen Fund Corporation MetroEye Care Foundation Adirondack Foundation - Eugene and Emily Grant Mohonk Preserve, Inc. State of New Jersey, Dept. of Paine Family Fund Family Foundation Morgan Stanley Environmental Protection Alfred P. Sloan Foundation F.M. Kirby Foundation Moritt Hock & Hamroff Stifler Family Foundation Alliant Insurance Services, Field Day Foundation Natural Resources Defense Strong Foundation of Inc. The Foundation for Long Council New York American Conservation Island State Parks Network For Good The Sulzberger Foundation, Association, Inc. The Fox Collection The New World Foundation Inc AMS Risk Management & The G. Unger Vetlesen North Pond Foundation Thacher Associates Consulting Foundation Overhills Foundation Thomas Cole National Anna-Maria and Stephen Gap Giving Program The Page & Otto Marx, Jr. Historic Site Kellen Foundation Garden Club of Irvington Foundation Time Warner Anonymous (4) GE Foundation Partridge Foundation Tortuga Foudation Arthur Webb Group The Geraldine R. Dodge Perkins Eastman The Vervane Foundation Astoria Generating Co. Foundation Inc. The Peter and Carmen Lucia The Walbridge Fund, Ltd. Bank of America Foundation Glynwood Center, Inc. Buck Foundation William C. and Joyce C. Benevity Community Impact Golden Family Foundation The Peter and Elizabeth C. O’Neil Charitable Trust Fund Goldman Sachs & Co. Tower Foundation William Penn Foundation Benwood Foundation Matching Gift Program Preservation League of New Winslow Foundation Boquet Foundation Historic Hudson Valley York State Wyss Foundation Brooks & Brooks Land Homespun Occasions Pricewaterhouse Coopers Surveyors Hudson Woods The Prospect Hill Leaders Brown & Weinraub IBM Corporation Foundation $50,000 or Greater Cary Institute Irwin Siegel Agency Quiet Moon Alpacas LLC Anonymous Charina Foundation, Inc. J. M. Kaplan Fund R.U.S.A. Mr. & Mrs. Gilbert Butler Chazen Companies Jan Hird Pokorny Associates Ralph Ogden Foundation Rob Dyson Cleary, Gottlieb, Steen & Keybank Foundation Red Crane Foundation Eugene & Emily Grant Hamilton Kinderhook Partners, Ltd. Resources Legacy Fund Nathaniel & Courtney Cloudsplitter Foundation KTR Capital Partners RGR Landscape Klipper The Corita Charitable Trust Land Trust Alliance Rhodeside & Harwell Valerie A. Mars & Philip M. The Debs Foundation Linden Trust for Richard & Rebecca Evans White DJ McManus Foundation Conservation Foundation Lucy Rockefeller Waletzky Inc. LoCicero & Tan, Inc. The Rona & Randolph M. Doris Duke Charitable Lostand Foundation, Inc. Nelson Foundation Champions Foundation Love’s Labors LLC Rondout Valley Growers $10,000 to 49,000 The Durst Organization Lucretius Foundation Assoc. Anonymous (3) Dyson Foundation Luke Family Charitable Fund The Ruder Family Kim Elliman Earth Share Lyme Timber Company Foundation Paul J. Elston & Frances G. The Schiff Foundation Beinecke opposite: Hiking in New Hampshire forest.; photo: Jerry and Marcy Monkman Schwartzerg & Kenyon, PLLC Alix Goelet

27 2014 ANNUAL REPORT

($10,000 to 49,000 cont.) Matthew Bender, IV Katherine O. Roberts Kathryn & Douglas Sibyl R. Golden Thomas & Nancy Berner Allison & Peter Rockefeller Cochrane Peter & Sally Humphrey Elizabeth Borden David & Susan Rockefeller, Charles Collins Samuel & Casey Lambert Richard & Patricia Brooks Jr. Mr. & Mrs. Edgar Cullman, Mr. & Mrs. Larry Rockefeller Gilman S. Burke Christopher du P. Roosevelt Jr. Donald Ross David Callard Simon Roosevelt & Lolita Richard & Roslyn Betsy Smith Richard Chazen Echavarria Cunningham Arthur & Lois Stainman Stephen J. Clearman Jonathan & Diana Rose Brenda Davis Thomas M. Woodbury & Bertram J. & Barbara Cohn Brian & Ginny Ruder Janet & Vincent Dicalogero Barbara Jaffe Ben Crane Jeffrey A. Sachs Malcolm S. Dorris Robert & Mary Beth Cresci Arnold Saks Jacqueline Dryfoos Benefactors David S. Croyder Amelia Salzman Frances F. Dunwell & $5,000 to 9,999 Jennifer Cunningham Michael Sasse Wesley Natzle Kate Adams & Forwood Barbara & Richard Debs David & Lisa Schiff Melissa & Daniel Eagan Wiser, III Stephen & Dana DiPrima Howard Siegel Mr. & Mrs. D. T. Elliman, III Jim Allred & William Collins Nancy P. Durr Gordon Siess Richard Emery & Melania Anonymous Edith A. Ehrlich Allan & Chantal Sloan Levitsky Robert & Wendy C. Bickford Ann R. Elliman Albert & Nina Smiley Tom & Lisa Evans Peter & Helena Bienstock John & Deborah Kevin Smith & Gale Hensley Evans T. Jefferson Cunningham, III Evangelakos Rosenblum Nancy Evans Hays J. Matthew Davidson Lucia & Jon Evans Mimi & Jim Stevens Rachel Fernbach Peter W. Davidson George & Janet Felleman Waddell Stillman Renate Fersch Douglas Durst Irvine & Elizabeth Flinn Lise Strickler & Mark Peter Findlay John & Margot Ernst Mark Foggin Gallogly Gary Finger & Liz Norman & Arline Feinberg Monica & Joel Forman Patricia F. Sullivan Hoshinson Libbie F. Gerry Joshua Ginsberg Arthur O. Sulzberger, Jr. Kevin Finnerty Jeremy Guth Joseph H. Gleberman David Swope David K. Ford Kenneth & Barbara Jean & Walt Hayes Thomas & Frances D. Tom Fox Kaufman Holly Hegener Thacher, II John P. Freeman Ernest & Nancy Keet Marian S. Heiskell George J. Todd Peter & Kathryn Fudge Keith Labudde & Pril Smiley Joseph & Deborah Holland Judy & Edward Van Put Peter Gates Leonard A. Lauder Steven G. Horowitz Giorgios Vlamis Arthur Gellert Larry & Dana Linden Allan W. Karp & Lisa Keith Arthur Webb Eugenie & Brad Gentry Mr. & Mrs. Clarence F. Anna Maria Kellen Michael J. White W. David & Larissa Gibson Michalis Steve Lakomy & Cheryl Edward B. Whitney Glenn Gidaly & Laura Walls John Milligan Lyles Jeanne Giordano Anne & Fred Osborn, III Douglas & Lynn Land Sponsors $250 to 999 Susan Glickman Lisa W. Ott Floyd Lattin & Ward Mintz Antonio & Donna Abramo Kingdon & Mary Gould, Jr. Elizabeth & Aidan Quinn Andrew Love Colan Anderson David & Glenda Haas Harriet Savage Laurence Lytton Anonymous (3) David Haase & Esther Jennifer P. Speers William & Susan Mahoney Christopher & Patricia Jen Schwalb Beatrice Stern Brad Malt Arndt Frederic & Karin Harder Lisa Stern Theresa & Stu Manzione Sidney Babcock & Jose William L. Harris Hume R. Steyer Jean & Claudio Marzollo Romeu Marjorie L. Hart John Summerlin, Jr. Mary McFadden & Carter F. Bales CJ Hessel Lawrence Stifler Frederick W. Beinecke Samuel G. Huber & Patrons Barnabas McHenry John & Suzanne Berger Catherine Weiss $1,000 to 4,999 Richard & Ronay Menschel Richard S. Berry Jeffrey Huebner John & Patricia Adams Edward Miller Tally Blumberg & Alex Richard & Marianne James & Patricia Allen Jim & Peg Miller Grabcheski Jackson Wick Allison Randolph & Rona Nelson Anne Marie Bowler Valerie Jacob Edward A. Ames & Jane Caroline P. Niemczyk Peter L. Bray & Bridget A. William Janeway Sokolow John & Marcy Noble Reel Jocelyn Jerry James & Marjorie Andrews Paul & Nancy Novograd Olivia Brereton-Hall Mr. & Mrs. Frank Johnson Nelly & Michael Arougheti Robert & Stephanie William Brown Glenn Kaplan & Evelyn Carol Ash & Joshua Olmsted David & Jerilyn Brownstein Rodstein Friedman Jim & Mary Ottaway Charles B. & Charlotte Stephen & Belinda Kaye Susan Babcock & Ralph Mr. & Mrs. Peter S. Paine, Jr. Buchanan Carolyn Kerr Schmidt Rodman D. Patton Albert & Brenda Butzel Steven & Cindy Kief Richard & Kerri Bartlett Mark & Karen Perreault John P. Cahill Eva Kittay Douglas Bateson Patrick & Kristen Ramsey Roy H. Carlin Arjun Koshal

28 2014 ANNUAL REPORT

Mr. & Mrs. Lars I. Kulleseid Supporter Profile Drew Lang ANNE CABOT Sydney Lea Elizabeth Lesser For Anne Perkins Cabot, the drive to Hayden & Leonora protect the spectacular landscapes along Letchworth Rachel Levy & Matthew the Hudson River is in her bloodline. Her Zablocki grandfather, George W. Perkins, helped Karen London protect the Palisades from devastating John Luongo quarry blasting. Recognizing the need to Mr. & Mrs. Peter L. Malkin forever preserve the magnificent dramatic David T. Mance, Jr. cliffs, Perkins helped create The Palisades Interstate Park Commission (PIPC) in 1900. Langdon Marsh & Ellie The protection of lands along the banks of the Hudson has been a longstanding Putnam David & Sally H. McAlpin, Jr. family avocation. Anne’s father, mother, brother and Anne have all been Francis X. McElroy Commissioners of the PIPC. Bryce O’Brien, her sister’s grandson, currently holds the Kevin McEvoy & Barbara title. “The Perkins family has forever been involved in PIPC,” emphasizes Anne, who Epstein is proud of her time spent on the Commission. Lys McLaughlin Pike While the western banks of the Hudson River may have marked the family’s Jason & Deborah McManus original efforts to support and protect the natural beauty of the valley, the Perkins Josephine A. Merck family has long been associated with the protection of the Hudson Highlands on the Yuki Moore Laurenti east side, as well. Ken & Lindsay Morgan Charles & Sarah Morgan Indeed, it was on the family’s Glynwood Farm where Anne came to fully appreciate Edward & Etsuko Newman the rugged, yet beautiful, landscape. David Nicola “I spent my childhood on Glynwood Farm, riding the trails through the woods and Jill Nuckel even going as far as Garrison on horseback,” recalls Anne fondly. She remembers Ralph W. Odell, Jr. swimming and picnicking, skating and skiing on Glynwood Lake and Jordan Pond, Otieno Ombok where ice was once made. Anne O’Neill Years later, OSI acquired the farm, protecting it forever. Today, Glynwood is a Susan & Craig Orchant Mr. & Mrs. Frederick vibrant agricultural nonprofit center, promoting farming in the Hudson valley. Osborn, III Anne’s family’s lasting imprint on Fahnestock State Park and its supporting David Paton neighbors is unmistakable. Along with Glynwood, Anne and Frank created the Michael D. Patrick nonprofit Stonecrop Gardens on a corner of the farm, and most recently, Anne Edward Petty created the Therapeutic Equestrian Center which introduces horse interaction as a Xavier & Penelope Pi-Sunyer way to help disabled children and adults. Randi Pomerantz “The Equestrian Center is a remarkable, heartwarming institution that serves Katie Poole & Ward a wonderful purpose,” Anne said. “The legacy of Stonecrop, Glynwood and The Tomlinson Emilie Mead Pryor & Equestrian Center is a delight to all that visit them and I hope that all three will Joseph Pryor always work together to help people appreciate open space of gardens, fields and John & Emily Rafferty forests, to say nothing of seeing wild animals as well as farm animals.” John & Lynne Rathgeber Always interested in making the land more accessible and user-friendly, Anne James & Amy Regan is hoping to help the park create a new trail loop and a park access road to Geoffrey Roesch accommodate horse trailers and hikers, with improved signage and trailheads Meredith Ryan-Reid throughout the park. “I am glad that the trails in the woods are now a part of Andrew M. Schutzman Paul Schwartzberg & Fahnestock and are becoming more and more used by the public. In a sense, Maryanne McGovern it follows the example of the PIPC, bringing people from all over to enjoy the Kenyon countryside.” Jeffrey Sellon Beyond New York, Anne and her family have saved land from development Patricia H. Shaw in New Mexico, New Zealand and Canada. In addition to supporting OSI, Anne Anne Sidamon-Eristoff herself also has served on the boards of Scenic Hudson, the lower Hudson chapter Richard L. Sigal & Samayla of The Nature Conservancy, Glynwood Center, and Wave Hill. The latter, the Deutch former property of the Perkins family located opposite the Palisades, is where her Scott & Tracy Sipprelle Terry Stanley grandfather’s long-ago crusade began. Stephanie Stokes Looking back, being involved in land protection has meant a great deal to Anne. Martin & Connie Stone “The effort to save nature for everyone to enjoy is so valuable,” she said, “especially Roger & Lee L. Strong since there is so little undeveloped land left around big cities such as New York.”

29 OPEN SPACE INSTITUTE

(Sponsors $250 to 999 cont.) Garret Stuck & Pamela Coravos Supporter Profile Diana Sung KENNETH POSNER Charles & Sally Svenson Michael F. Teitler & On the eve of his 40th birthday, Kenneth Judith Ann Katz Posner decided to celebrate in a more James L. Terrill Barbara Trelstad meaningful way than the clichéd red John & Diana Tully sports car. He called his birthday present Michael Washburn & “40 miles at 40.” Nancy Carmichael That first run has spurred Posner, William Weber & Amy now 52, to achieve a series of feats in Vedder the competitive pack of ultramarathon runners and take a leadership role in Alan & Barbara Weeden Julia Harte Widdowson protecting some of his favorite running paths—many of which are properties Ethan & Anne Winter conserved by OSI. Tom Zoufaly & Elizabeth On a recent day in the dark-glass Manhattan office tower where he works as a Szancer member of a bank management team, Posner sat down to talk races, conservation and the Shawangunk Ridge. Friends Up to $249 A former Army Ranger now wearing neon-orange running shoes, Posner has the Christine & John Adams Marcia Adams-Aston air of someone who struggles to sit still for long. Perhaps it is this restlessness that J. David & France-Michele helped him set records for the 74-mile Shawangunk Ridge Trail Run, the 350-mile Adler Long Path, and the 292-mile Double Badwater Ultramarathon—two loops from Joan Aichele Death Valley to Mount Whitney. The shorter Badwater is ranked first by National John Winthrop Aldrich & Geographic in a list of “world’s toughest races”; Posner described training in a Tracie Rozhon Jane Alexander sauna to simulate the 127º F. desert environment. Yvonne & Bill Allenson Using experience gleaned from running race after race, Posner since 2013 has Burt & Anna Angrist also organized Rock the Ridge, a 50-mile ultramarathon that through the years has Nancy Anschuetz Stahl raised approximately $200,000 to benefit land and trail stewardship in the ’Gunks. John S. Antrobus The event, and its accompanying press, has introduced more people to the beauty Barbara E. Appel of these places. Harvey & Elizabeth Applebaum “Ken is at the forefront of helping to popularize OSI-conserved trails as the Mr. & Mrs. Ronald R. Atkins amazing recreational assets they are meant to be,” said Bob Anderberg, OSI’s vice Doug & Sarah Banker president and general counsel. Barbara Bash & Steve Gorn Part of the exhilaration of his chosen sport, Posner said, is being able to “move Richard Beamish & through nature.” On his runs atop the Catskills he navigates fir-spruce tangles, Rachel Rice Eric Bean groves of birch trees, and rock scrambles. Occasionally he stumbles across Sarah Berg porcupines and several times has startled bears, stopping to watch them slide Hank Berger down trees like a fireman’s pole. Scott Berger Running the 350-mile Long Path gave Posner an appreciation of “how important Charles & Estelle it is to have a long-term conservation vision,” he said. “The ability to have a Berthiaume resource like the Long Path requires a lot of people who value the wilderness to John B. Blenninger Harriet & David Borton take action. Otherwise the sprawl just spreads uncontrollably.” Vladislav Botvinnik Next up for the man who never stops moving: designing a race along some of Allan & Lynn Bowdery the most rugged and remote trails in Minnewaska State Park Preserve. OSI has Carl & Norma Braun played an instrumental role in growing this park over the past 30 years, including a Gary Brazel & Suzanne recent project increasing access to Witch’s Hole Conservation Area. Gentner Patrick J. Breheny “Now that would be an amazing race,” Posner said. Hal Brill & Joan Reisman- Brill Helene Bromwyn Mr. & Mrs. William J. Brown Dale S. Bryk

30 2014 ANNUAL REPORT

Nathaniel & Whitney Buckholz Elizabeth Buckholz Mr. & Mrs. Donald Bunk Susan Burhans-Haldeman & Supporter Profile John David Haldeman JON STRYKER Thomas Campbell Irwin & Sadell Cantor A native of Michigan who has advanced V.A. Carhart environmental and social justice causes Gregory & Susan Carlson throughout the world, Jon Stryker’s generosity Lois Carswell and love of conservation has made him a model Marie Caruso landlord. Instead of fencing the public off from Katherine Cary Chris Cashen & Katie Smith his property at Manitou Point Preserve, he invites Scott Chase & Jeanne them in to enjoy the space as parkland. Valentine-Chase OSI came to know Stryker in 2013 when he partnered in the protection Starling W. Childs, II of Mystery Point in Garrison, NY, purchasing the historic home there and Geraldine Commrade its surrounding land. Working together, OSI and Stryker have addressed a Kieran Conroy variety of ecological and management issues related to the adjacent 129-acre Carel D. Corcoran Preserve. Thanks to Stryker’s commitment to conservation, the public will be able to Craig Cosenza enjoy recreational access to his lands in perpetuity. Frank Costanza Richard Cusumano Recently, Stryker, an architect and founder and President of Arcus Foundation, Anthony D’Ambrosi an international philanthropy supporting Great Ape conservation, LGBT civil rights Walter & Jane Daniels and social justice initiatives, discussed what brought this native Midwesterner and Victoria Danskin his partner Slobodan Randjelović to the Hudson Valley. Wanda A. Davenport & “We were drawn to Mystery Point because of the incredible natural surroundings Martin A. Cohen and historic views of West Point and Bear Mountain,” Stryker said. “We love to be Marion & Ralph De Groff outdoors, hike the trails and experience the incredible ecological diversity. Fall in the Pierre de Rham Nick De Stefano Hudson Valley has to be one of the most beautiful sights I’ve experienced anywhere Thomas & Dorcas Deans in the world.” Michael Devonshire In addition to Mystery Point, Stryker and OSI both share a love of linear parks. Gary M. DeWitt Stryker sits on the board of New York City’s High Line, a once-forgotten and Alexander Domnitser discarded railroad trestle that has been transformed into one of the city’s favorite Patrick Donahue & parks and destinations. An added bonus is that his office overlooks the trestle, and Koren F. Riesterer he gets to see thousands of people strolling along it every day. Monroe Dorris “I think that shared experience of wonder on The Highline can be just as good for Michael P. Douglass James Doyle & Leah Healey the soul as a solitary and peaceful walk on a beautiful trail,” he said. John M. Drennan In New York and beyond, Stryker and the Arcus Foundation are devoted to Joan & Owen Dwoskin ensuring people can live in harmony with one another and the natural world. Richard Edling In Central Kenya, Arcus established the Ol Pejeta Conservancy preserving more Paul Edlund than 80,000 acres for elephant migration trails and 100 endangered rhinos. The Peter Eriksen threatened monkey colobine Rhinopithecus strykeri is named in his honor. Susan E. Erny In addition to great ape conservation, a major focus of the Arcus Foundation’s work Jean-Marie & Betty Eveillard Stuart Farr is LGBT civil rights. “While it has been amazing to witness the transformation of Grace Fener Markofsky public attitudes toward marriage for same-sex couples built on years of hard work Mary & Angelo Ferraro by so many people and organizations, there is still much more work to be done to Joel Filner achieve full equality,” Stryker said. Gloria Finger Back at Mystery Point, Stryker has enjoyed exploring Manitou Point Preserve, Henry S. Flax one of the Hudson River’s great estates of the early 20th century. “It makes me happy Pat Flynn that all kinds of people will enjoy it and be able to return again and again and know Stephen & Audrey Forrer that it will always be there for them,” he said. Carole Fortenbach David & Judith Foster Roger Friedman Eric & Michele Gabrielson William Gambert Joy Garland

31 OPEN SPACE INSTITUTE

(Friends Up to $249 cont.) Dennis Krumholz Governor & Mrs. George E. Marcine Sopko Cathie Gehrig Erik Kulleseid & Mark Pataki Judith Spektor H. Frederick Gehrlach Eisenhardt Ann Pedtke Karen Stabenow Michael & Barbara Gerrard Tadasuke & Patricia Henry W. Pfeiffer Henry H. Stebbins Naola B. Gersten-Woolf Kuwayama Yvette Plotch Matthew S. Stern Eric Gidseg & Rebecca Buddy Lane Ellie Prakken Keith Stewart & Flavia Walters Rose K. Lansbury Martin & Jeanne Puryear Bacarella Mark Ginsberg & Darby Robert Larsen & Barbara Steve Ramsey & Debbie R. Gregg Stone Curtis Rubin Wierum David & Harriet Straus Karin Gluth Mr. & Mrs. Edwin Deane Lawrence & Marla Randall Anthony & Diane Stropoli David & Sandra Goldman Leonard George J. Raneri Veronica M. Sturn Elaine R. Goldman Jean Lerner William Rawlyk Rev. Leroy Suess Gallya Gordon Harry & Ellen Levine John & Leslie Reed Gregg Swanzey & Emma Elizabeth Gordon Thomas W. Lloyd & Robert A. Reed Sears David & Margaret Gordon Wickham Taylor Ala Reid Harry & Marjorie Sweet Joan & John Gray Nancy Locicero Janet & Roger Reiss Kathleen Sweetman Carolyn Gray Sandra K. Lockhart Ted Reiss & Robi Josephson Sallie & Wylie Sypher Lenore Greenberg Kenneth Logan George Reskakis Orest Szul Susan & Harvey Greenstein Kathryn Love Robert & Sonya Rhodes Eva Tan Carey E. Gross Douglas & Sarah S. Luke, Jr. Wayne Richter & Monica Harriet & John Temps John & Jill Guthrie Leonard & Susan Lyon Raveret Richter Judy Thomson Gregory Hall Ralph Macchio John Riebesell Elizabeth & Edward Eric Hamerstrom & Mermer Stephen MacDonald & Carol S. Rietsma Thorndike Blakeslee Priscilla Derven Sheryl & Arthur Rosenberg Mary & Vance Thurston Edward Harstead Daniel MacKay Paul Rosenberg Marjorie E. Tice Eunice & Walter Hartmann Paul & Roberta MacLean Gregory Rosenthal & Stephen Tilly Faye Harwell Eve & Harvey Mannes Elizabeth Jacks Bob Trismen & Ian Lang Warren K. Hay Daniel M. Marazita Michael Rotindo & Joanna Underwood Hon. Alvin K. Hellerstein Peter C. March Cynthia Teeple Bernard vanMaarseveen Elizabeth Hester Michael & Judith Margulies Mark Rubin Kelly & George Walker Thomas Hirasuna & Claudia Marks Glynn Rudich Julia & C. Carter A. Walker Jean Hunter Betty Marolla & Mr. Robert Mary & Rodney Runestad Mr. & Mrs. David Ward Herbert Hochberg Gruetter William & Gloria Sample Robert Warner & Frank Holahan Joseph & Kathleen Martens June Sanson Larry Bobel Frank Holleman Rabbi Steven J. Mason Ronald Savitski & Cleora John Webb James Hoover &John Aubrey Marc Matsil Scott Joni Wehrli & Michel Ken Hosey David & Nanci McAlpin Barbara & Ronald Schade Negroponte Christopher Hotchkiss Daniel & Cindy McEvoy Andrea Schechter John C. Weiser Melanie & Roger Hubbard Lisa Marie & Michael McGee Kenneth & Bonnie Scheer Nathaniel & Eugenia Naomi Hurst James Melius Tracy Schleyer Wheelwright Thomas Isles Richard & Joan Meril Robert Schmitt & Aaltje Christopher White Mark Izeman & Tanya Khotin Mihaly Mezei Ten Voorde Grace & Peter Wilkie Howard & Mary Jack Matthew Miczek Martha D. Schroeder Morton D. Williams Howard A. Jacobson William Miller, Jr. Geraldine C. Schwartz Thomas & Patricia Willis, Jr. Ann Johnson & Jeff Haines Frances Miller & Susan William Seiz Penelope P. Wilson Sarah & Landon Jones George Constance Serafin Thomas Winner Patricia C. Jones Mr. & Mrs. A. Perry Morgan, Joel & Joan Shaw Eric Wirth Genevieve Joseph Jr. Michael Sheahan Wilbur L. Woods & Deborah Richard J. Kammerer Charles C. Morrison, Jr. Toby Shimin Freedman Kalpana Kaul Stewart C. Myers Robert Shulman Jeffrey Wyner William Kellner Jamaal Myers Raecine Shurter J. Philip Zand William & Annamarie Kelly Carmen Negron Simon Sidamon-Eristoff Hugh Zimmerman Charles Keyes Merlin & Janet Nelson Meryl Siegman & Thomas Zoubek Howard Kirschenbaum & Robert Newton Ron Scapp Mary M. Rapp Robert & Alma Newton Alfred & Martha Sikes Mr. & Mrs. Bill Kitchel Paul Nick Laurie & Jeffrey Silberfeld Rosalie Kleinberg Steven Nissen Jerry Silverstein Marcia Kline & Gerri Ian Nitschke Jane & Arthur Singer DiBenedetto Vals Osborne & Jose Jeffrey Slade & Ruth Diem John L. Kolp Moreho-Lacalle Barrett L. Smith & Alice Krakauer Ellen Ott & John Gundersen Susan B. Aaron

32 2014 ANNUAL REPORT

OPEN SPACE INSTITUTE Board of Trustees and Staff

OSI Board of Trustees Staff 2014–2015

John H. Adams, Chairman Christopher J. (Kim) Elliman Tom Gravel Susan Morningstar President & Chief Executive Officer Land Project Manager External Affairs Manager Edward A. Ames Robert Anderberg Joe Holland Terrence Nolan Carol Ash Vice President & General Counsel Controller Senior Vice President Conservation Transactions Susan Babcock Mike Baden Peter Howell Douglas Bateson Manager of Administration Executive Vice President Emily Offen Conservation Capital Programs External Affairs Senior Associate Peter A. Bienstock Susan Barbarisi Director of Administration Gareth Jones Katie Petronis Elizabeth Borden Associate Northern Program Director Kelly Beggs Berger Outdoors America Campaign Dale Bryk GIS Analyst Jerry Polner Neil Jordan Accountant Gilman S. Burke Nate Berry Conservation Information Vice President Kelly Proctor John Cahill Manager Communications Specialist Tally Blumberg Stephen Clearman Peter Karis Senior Vice President of Programs Bill Rawlyk Capital Project and Design T. Jefferson Cunningham III Mid-Atlantic Field Coordinator Charles Burgess Manager J. Matthew Davidson Northern NY Land Steward David Ray Erik Kulleseid Southeast Field Coordinator Paul J. Elston Elizabeth Carden Senior VP & Director, Alliance for John L. Ernst Donor Relations Coordinator New York State Parks Stuart Root Catskill Project Manager Joshua Ginsberg Jean Chen Eileen Larrabee Associate Counsel Associate Director, Alliance for New Linda Rosenthal Jeremy Guth York State Parks Paralegal Brenda Dicintio Communication Strategist Holly Hegener Albany Office Manager Miranda Spencer Ryan Lemier Senior Research & Samayla Deutch Samuel G. Huber Outdoors America Campaign Communications Associate Vice President & Associate General Associate Samuel W. Lambert III Counsel Jeff Simms Steve Lutterman Communications Coordinator Yuki Moore Laurenti Merrilee Frable Southern New York Land Steward Barnabas McHenry Land and Stewardship Program Leslie Kane Szynal Associate Christopher Mahoney Director of Outdoors America Caroline Niemczyk Paralegal Jeff France Brian Tait Katherine O. Roberts Office Coordinator Paul McRae Southern NY Land Steward Junior Accountant Amelia Salzman Jennifer Garofalini Yasemin Unal-Rodriguez Betsy Smith Director of Stewardship Jennifer Melville Conservation Capital Associate Vice President for Conservation Rebekah Gerard Hume R. Steyer Grants and Loans Jessica Watson Executive Assistant Citizen Action Program & Patricia F. Sullivan Gillian Mollod Education Manager Alice Gleason GIS Specialist Valerie Anne Mars Senior Vice President for Finance Abigail Weinberg Honorary Trustee & CFO LoriJeane Moody Director of Research Director of Development

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34 2014 ANNUAL REPORT

35 The Open Space Institute protects scenic, natural and historic landscapes to provide public enjoyment, conserve habitat and working lands and sustain communities.

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