NATIONAL TROPICAL BOTANICAL GARDEN: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL TROPICAL BOTANICAL GARDEN (EIN 52-6057064)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201323179349303082
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T12:20:53-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4150 | AddressLine1 |
| City | Honolulu | City |
| State | HI | State |
| ZIP Code | 968124150 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526057064 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL TROPICAL BOTANICAL GARDEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JANET MAYFIELD | InCareOfName |
| Name Control | NATI | NameControl |
| Phone | 8083327324 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3530 PAPALINA ROAD | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | KALAHEO | City |
| State | HI | State |
| ZIP Code | 96741 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANET MAYFIELD | Name |
| Title | COO & CFO | Title |
| Phone | 8083327324 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Rachel C Antal | Name |
| Phone | 8085402800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CHARLES R WICHMAN JR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3530 PAPALINA ROAD | AddressLine1 |
| City | KALAHEO | City |
| State | HI | State |
| ZIP Code | 96741 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 17014168 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NTBG.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1964 | YearFormation |
| State Legal Domicile | HI | StateLegalDomicile |
| Activity Or Mission Description | OUR MISSION IS TO ENRICH LIFE THROUGH DISCOVERY, SCIENTIFIC RESEARCH, CONSERVATION AND EDUCATION BY PERPETUATING THE SURVIVAL OF PLANTS, ECOSYSTEMS, AND CULTURAL KNOWLEDGE OF TROPICAL REGIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 41 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 36 | NbrIndependentVotingMembers |
| Total Nbr Employees | 166 | TotalNbrEmployees |
| Total Nbr Volunteers | 300 | TotalNbrVolunteers |
| Total Gross UBI | 33496 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 32496 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5590530 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7120493 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2414498 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2727884 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 615113 | InvestmentIncomePriorYear |
| Investment Income Current Year | 878903 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 363316 | OtherRevenuePriorYear |
| Other Revenue Current Year | 268603 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8983457 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10995883 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 130000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 145522 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5002153 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5897068 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 57113 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 212162 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 779225 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3502473 | OtherExpensePriorYear |
| Other Expenses Current Year | 3895954 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8691739 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10150706 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 291718 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 845177 | RevenuesLessExpensesCY |
| Total Assets BOY | 67513508 | TotalAssetsBOY |
| Total Assets EOY | 70771858 | TotalAssetsEOY |
| Total Liabilities BOY | 2790752 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4708900 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 64722756 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 66062958 | NetAssetsOrFundBalancesEOY |
| Mission Description | OUR MISSION IS TO ENRICH LIFE THROUGH DISCOVERY, SCIENTIFIC RESEARCH, CONSERVATION AND EDUCATION BY PERPETUATING THE SURVIVAL OF PLANTS, ECOSYSTEMS, AND CULTURAL KNOWLEDGE OF TROPICAL REGIONS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3785454 | Expense |
| Grants | 9319 | Grants |
| Revenue | 336450 | Revenue |
| Description | Conservation & Restoration - (Includes all 4 Botanical Gardens) Includes maintenance of (4) Botanical Gardens: (3) in Hawaii (1) in Florida. Conservation and restoration activities are done in preserves owned by NTBG and also by the State of Hawaii. Operation of a Horticultural Center, Propagation Lab with cl capabilities, and a Seed Bank for perpetuating the survival of plants and ecosystems. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2497040 | Expense |
| Grants | 136203 | Grants |
| Revenue | 787542 | Revenue |
| Description | Scientific Research - (Including Breadfruit Institute): Scientific research includes the Breadfruit Institute's collaborative research with the University of British Columbia. Activities include tissue culture and cloning of rare Breadfruit species as a conservation effort. The Garden also maintains a Botanical Resource Center (Library) and Herbarium. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1482462 | Expense |
| Revenue | 1603892 | Revenue |
| Description | Education Program - (Includes educational Tour Program): Program Service activities include the maintenance of a Visitor's Program for education of the Botanical Gardens and an Education Center Facilities Garden locations. Courses are offered for all levels of education and include courses for College Professors, High school Teachers, Environmental Journalists, College Interns, High School, Junior High, Elementary, and pre-school age children. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 7764956 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | true | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 114 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 166 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 41 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 36 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JANET MAYFIELD | NamePerson |
| Telephone Number | 8083327324 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3530 PAPALINA ROAD | AddressLine1 |
| City | KALAHEO | City |
| State | HI | State |
| ZIP Code | 96741 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (45 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| PATRICK HENRY | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| HARLAN C AMSTUTZ MD | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| ANNE S CARTER | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| LESLIE M CLARKE | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| MARY E DAVIS | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| GORDON L DEANE | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| JAN D ELLIOTT | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| HARRIET FRAUNFELTER | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| ADALINE H FRELINGHUYSEN | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| PETER C GARDNER | |||||||
| VICE CHAIRMAN | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| GLENN A GOLDSMITH | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| DONALD WY GOO | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| HOLBROOK W GOODALE | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| SARAH O HEWITT | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| DOUGLAS M KINNEY | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| MERRILL L MAGOWAN | |||||||
| CHAIRMAN BOARD OF TRUSTEES | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| JIM NABORS | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| JOHN HR PLEWS | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| DAVID W PRATT | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| DAVID RAE | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| JOHN H RASHFORD PHD | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| KATHERINE G RICHARDSON | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| CATHERINE S RODRIGUEZ | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| CYNTHIA SALLEY | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| PATRICIA W SHEEHAN | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| LAURINDA SPEAR | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| CYRUS B SWEET III | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| MARGOT VOORHIES THOMPSON | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| JUDY C WEBB | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| JOHN D WEEDEN | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| CHRISTINA B WILSON | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| THOMAS N URBAN JR | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| PETER S GOLTRA | |||||||
| VICE CHAIRMAN | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| SIR GHILLEAN PRANCE FRS | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| HOWARD COX | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| HUGH W FOSTER | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| MARY E HANAHAN | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| THOMAS D HEWITT | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| ELIZABETH K MATTHEWS | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| CHARLES R WALKER | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| CHARLES R WICHMAN | |||||||
| TRUSTEE | 1.0 | 0.0 | X | 0 | 0 | 0 | |
| CHARLES R CHIPPER WICHMAN JR | |||||||
| Chief Executive Officer | 40.0 | 0.0 | 137917 | 0 | 6505 | X | |
| JANET L MAYFIELD | |||||||
| COO & CFO | 40.0 | 0.0 | 104000 | 0 | 6505 | X | |
| MICHAEL J SHEA | |||||||
| Corporate Secretary & General | 40.0 | 0.0 | 96000 | 0 | 0 | X | |
| JANET LEOPOLD | |||||||
| ASSISTANT CORPORATE SECRETARY | 40.0 | 0.0 | 81170 | 0 | 6505 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 419087 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 19515 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | Province Or StateAddressOfContractor/AddressForeign/ProvinceOrState | CountryAddressOfContractor/AddressForeign/Country |
|---|---|---|---|---|---|---|---|---|---|
| Campbell Company | |||||||||
| One East Wacker Drive Suite 3350 | CHICAGO | IL | 60601 | Fundraising Counsel | 198154 | ||||
| UNIVERSITY OF BRITISH COLUMBIA | |||||||||
| BREADFRUIT RESEARCH | 130855 | FINANCE DEPT 305 2075 WESTBROOK | VANCOUVER, B.C. | 0 | CA | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 182757 | FundraisingEvents |
| All Other Contributions | 6937736 | AllOtherContributions |
| Noncash Contributions | 425735 | NoncashContributions |
| Total Contributions | 7120493 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EDUCATIONAL TOURS | 110000 | 1603892 | 1603892 |
| ALLERTON GARDENS MANAGEMENT & PROJECT FEES | 900099 | 336450 | 336450 |
| GOVERNMENT CONTRACTS | 900099 | 787542 | 787542 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2727884 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 247600 | TotalRevenueColumn |
| Exclusion | $247,600 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 30000 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 22098 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7902 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7902 | TotalRevenueColumn |
| Exclusion | $7,902 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6210024 | Securities |
| Other | -14249 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5564472 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 645552 | Securities |
| Other | -14249 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 631303 | TotalRevenueColumn |
| Exclusion | $631,303 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 73762 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 182757 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 175908 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -102146 | TotalRevenueColumn |
| Exclusion | -$102,146 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 546820 | GrossSalesOfInventory |
| Cost Of Goods Sold | 255807 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 291013 | TotalRevenueColumn |
| Exclusion | $291,013 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| OTHER INCOME | 900099 | 251409 | $251,409 | |
| PARTNERSHIP INCOME | 900099 | -179575 | -$213,071 | 33496 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 71834 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10995883 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2727884 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 33496 | UnrelatedBusinessRevenue |
| Exclusion | $1,114,010 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9319 | Total |
| Program Services | 9319 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136203 | Total |
| Program Services | 136203 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 438602 | Total |
| Program Services | 176728 | ProgramServices |
| Management And General | 176728 | ManagementAndGeneral |
| Fundraising | 85146 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4032284 | Total |
| Program Services | 3219680 | ProgramServices |
| Management And General | 576768 | ManagementAndGeneral |
| Fundraising | 235836 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51600 | Total |
| Program Services | 21600 | ProgramServices |
| Management And General | 30000 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 947281 | Total |
| Program Services | 847931 | ProgramServices |
| Management And General | 68972 | ManagementAndGeneral |
| Fundraising | 30378 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 427301 | Total |
| Program Services | 345442 | ProgramServices |
| Management And General | 53476 | ManagementAndGeneral |
| Fundraising | 28383 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3125 | Total |
| Program Services | 3125 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31628 | Total |
| Program Services | 15457 | ProgramServices |
| Management And General | 16171 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157784 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 157784 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212162 | Total |
| Fundraising | 212162 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89786 | Total |
| Program Services | 79871 | ProgramServices |
| Management And General | 9915 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 377811 | Total |
| Program Services | 370200 | ProgramServices |
| Management And General | 6586 | ManagementAndGeneral |
| Fundraising | 1025 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104632 | Total |
| Program Services | 104632 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 588093 | Total |
| Program Services | 470871 | ProgramServices |
| Management And General | 93815 | ManagementAndGeneral |
| Fundraising | 23407 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66118 | Total |
| Program Services | 3388 | ProgramServices |
| Management And General | 15877 | ManagementAndGeneral |
| Fundraising | 46853 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 530330 | Total |
| Program Services | 442024 | ProgramServices |
| Management And General | 88306 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 391484 | Total |
| Program Services | 252684 | ProgramServices |
| Management And General | 48284 | ManagementAndGeneral |
| Fundraising | 90516 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82530 | Total |
| Program Services | 42015 | ProgramServices |
| Management And General | 31293 | ManagementAndGeneral |
| Fundraising | 9222 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 812461 | Total |
| Program Services | 746569 | ProgramServices |
| Management And General | 65892 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99966 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 99966 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| REPAIRS & MAINTENANCE | 316317 | 309642 | 5811 | 864 |
| MISCELLANEOUS EXPENSES | 127669 | 96203 | 23789 | 7677 |
| DONOR RELATIONS | 79257 | 59960 | 11541 | 7756 |
| TAXES & LICENSES | 36963 | 11412 | 25551 | 0 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10150706 | Total |
| Program Services | 7764956 | ProgramServices |
| Management And General | 1606525 | ManagementAndGeneral |
| Fundraising | 779225 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161739 | BOY |
| EOY | 123492 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 996009 | BOY |
| EOY | 1152476 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1074250 | BOY |
| EOY | 3430999 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 206144 | BOY |
| EOY | 257827 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71261 | BOY |
| EOY | 68581 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56836 | BOY |
| EOY | 50112 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143414 | BOY |
| EOY | 185676 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 54009450 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 14153245 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39859989 | BOY |
| EOY | 39856205 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4899181 | BOY |
| EOY | 5081010 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7274459 | BOY |
| EOY | 7688574 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1335000 | BOY |
| EOY | 1335000 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 980000 | BOY |
| EOY | 980000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10455226 | BOY |
| EOY | 10561906 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67513508 | BOY |
| EOY | 70771858 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 767175 | BOY |
| EOY | 811528 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89202 | BOY |
| EOY | 25497 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1700000 | BOY |
| EOY | 3200000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 234375 | BOY |
| EOY | 196875 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 475000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2790752 | BOY |
| EOY | 4708900 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31897089 | BOY |
| EOY | 32244745 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7027541 | BOY |
| EOY | 7413407 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25798126 | BOY |
| EOY | 26404806 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64722756 | BOY |
| EOY | 66062958 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67513508 | BOY |
| EOY | 70771858 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 845177 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 480004 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 15021 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14777177 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5993630 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3550933 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5590530 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7120493 | CurrentTaxYear |
| Total | 37032763 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14777177 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5993630 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3550933 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5590530 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7120493 | CurrentTaxYear |
| Total | 37032763 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 15806545 | AmountsSubstContributorsTotal |
| Public Support Total170 | 21226218 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 285563 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 273689 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 603656 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 393177 | CurrentTaxYearMinus1Year |
| Current Tax Year | 244104 | CurrentTaxYear |
| Total | 1800189 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 66711 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 103218 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33496 | CurrentTaxYear |
| Total | 203425 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 539529 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 265369 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 168096 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 58940 | CurrentTaxYearMinus1Year |
| Current Tax Year | 145596 | CurrentTaxYear |
| Total | 1177530 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 40213907 | TotalSupport |
| Gross Receipts From Admissions Etc | 13858696 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.52783 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.53645 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation For Public Use | X | PreservationForPublicUse |
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Preservation Of Open Space | X | PreservationOfOpenSpace |
| Total Number Of Easements | 1 | TotalNumberOfEasements |
| Total Acreage | 161.00 | TotalAcreage |
| Nmbr Hist Struct Easements After | 1 | NmbrHistStructEasementsAfter |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | true | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | true | Sect170hRequirementsSatisfied |
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 8465220 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12173640 | BeginningOfYearBalance |
| Contributions | 150000 | Contributions |
| Investment Earnings Or Losses | 1077240 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 545594 | OtherExpenditures |
| Administrative Expenses | 85701 | AdministrativeExpenses |
| End Of Year Balance | 12769585 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12826308 | BeginningOfYearBalance |
| Contributions | 262500 | Contributions |
| Investment Earnings Or Losses | -337243 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 530510 | OtherExpenditures |
| Administrative Expenses | 47415 | AdministrativeExpenses |
| End Of Year Balance | 12173640 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11335342 | BeginningOfYearBalance |
| Contributions | 300000 | Contributions |
| Investment Earnings Or Losses | 1626607 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 362186 | OtherExpenditures |
| Administrative Expenses | 73455 | AdministrativeExpenses |
| End Of Year Balance | 12826308 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11137381 | BeginningOfYearBalance |
| Contributions | 125000 | Contributions |
| Investment Earnings Or Losses | 1079350 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 934487 | OtherExpenditures |
| Administrative Expenses | 71902 | AdministrativeExpenses |
| End Of Year Balance | 11335342 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16691566 | BeginningOfYearBalance |
| Contributions | 373150 | Contributions |
| Investment Earnings Or Losses | -5123445 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 688787 | OtherExpenditures |
| Administrative Expenses | 115103 | AdministrativeExpenses |
| End Of Year Balance | 11137381 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1335000 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 26281151 | OtherCostOrOtherBasis |
| Book Value | 26281151 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 21477499 | OtherCostOrOtherBasis |
| Depreciation | 9627978 | Depreciation |
| Book Value | 11849521 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 40000 | OtherCostOrOtherBasis |
| Book Value | 40000 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5347414 | OtherCostOrOtherBasis |
| Depreciation | 452527 | Depreciation |
| Book Value | 822147 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 863386 | OtherCostOrOtherBasis |
| Book Value | 863386 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 39856205 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT IN LIMITED PARTNERS | Description |
| Book Value | 7688574 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 7688574 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BOTANICAL ART COLLECTION | 465220 |
| MARKS BOTANICAL LIBRARY | 8000000 |
| BENEFICIAL INT. IN PERPETUITY | 2096686 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 10561906 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 11873825 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 480004 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 12741 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 734288 | OtherRevenues |
| Revenue Not Rptd F990 | 1227033 | RevenueNotRptdF990 |
| Revenue Subtotal | 10646792 | RevenueSubtotal |
| Investment Expenses Not Included | 302526 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 46565 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 349091 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10995883 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10533623 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 12741 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 734288 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 747029 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9786594 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 302526 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 61586 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 364112 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 10150706 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Works of Art & Historical Treasures | SCHEDULE D, PART III | Financial Statements Footnote 1(g): Art objects are capitalized at cost, if purchased, or at fair value, if determinable, at the date of donation. The Botanical Art Collection consists of works - paintings, books, prints, etc of rare and endangered species. It is a world class collection of rare botanical volumes, prints, etc., some dating back to the 1500's. These works are studied and used by NTBG staff and visiting scholars engaged in the study of plants, and particularly rare and endangered plants (extant and extinct). NTBG has expended considerable effort and funds to provide proper facilities (temperature and humidity controlled) to protect this rare and extensive collection for use at present and in the future by botanical and other scholars. |
| Use of Endowment Funds | SCHEDULE D, PART V | Endowment funds are used to support program services and general operation of the Garden. |
| Conservation Easement | Schedule D, Part II | Line 5: The Garden received the contribution of a conservation easement in December 2008. It is the first gift of this type that the Garden has received since the organization's formation. A formal written policy regarding enforcement of the easement was adopted by the Garden. The conservation easement documentation includes under Section 4.1 Reserved Rights (of the Holder) terms regarding monitoring, inspection, violations, and enforcement of the easement. Line 9: The Garden's audited financial statements for 2012 reflect the value of the Conservation Easement contribution made to the Garden. |
| FIN 48 FOOTNOTE | SCHEDULE D, PART X, LINE 2 | THE GARDEN DETERMINES WHETHER A TAX POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. FOR TAX POSITIONS MEETING THE MORE-LIKELY-THAN-NOT THRESHOLD, THE TAX AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAXING AUTHORITY. THE GARDEN PREVIOUSLY RECOGNIZED THE EFFECT OF INCOME TAX PROVISIONS ONLY IF SUCH POSITIONS WERE PROBABLE OF BEING SUSTAINED. |
| OTHER ITEMS NOT INCLUDED IN TAX RETURN | SCHEDULE D, PART XI & PART XII, LINE 2D | ALLERTON EXPENSE REIMBURSEMENTS - $319,458 RECLASS P/S INCOME - $216,824 FUNDRAISING EXPENSES - $175,908 RENTAL EXPENSES - $ 22,098 TOTAL - $734,288 |
| OTHER ITEMS NOT INCLUDED IN AUDITED FINANCIAL STATEMENTS | SCHEDULE D, PART XII, LINE 4B | K-1 INCOME NOT ON BOOKS - $(15,021) DONATED AUCTION ITEMS NOT RECORDED ON AUDITED FINANCIALS - $ 61,586 TOTAL - $ 46,565 |
| OTHER ITEMS NOT INCLUDED IN AUDITED FINANCIAL STATEMENTS | SCHEDULE D, PART XIII, LINE 4B | DONATED AUCTION ITEMS NOT RECORDED ON AUDITED FINANCIALS - $61,586 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| North America | Grantmaking | NONE | 131000 |
| East Asia and the Pacific | Grantmaking | NONE | 5203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 136203 | SubtotalAmountSpent |
| Total Amount Spent | 136203 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|
| North America | BREADFRUIT | 131000 | WIRE TRNSFR | 0 | N/A | FMV |
| East Asia and the Pacific | BREADFRUIT | 5203 | WIRE TRNSFR | 0 | N/A | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 2 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURE FOR MONITORING GRANT FUNDS OUTSIDE OF THE UNITED STATES | SCHEDULE F, PART I, LINE 2 | UNIVERSITY OF BRITISH COLUMBIA Dr. Susan J. Murch, Assistant Professor and Canada Research Chair, University of British Columbia, Okanagan, and Dr. Diane Ragone, Director of the Breadfruit Institute, NTBG, have been engaged in collaborative research projects on breadfruit since 2003 to further the institute's mission to promote the conservation and use of breadfruit for food and reforestation. Research activities focus on the extensive breadfruit germplasm collection at NTBG and include developing methods to micro-propagate varieties for conservation and distribution for tree planting projects; nutritional composition, seasonality and yield studies, insecticidal properties. Dr. Murch is an internationally renowned research scientist with broad expertise in conservation and micropropagation of food crops, medicinal, ornamental, and native plants, crop production, and analytical and organic chemistry. The Murch Natural Products Chemistry and Biotechnology laboratory (NPCB) at the Fipke Centre for Innovative Research contains an extensive assortment of analytical equipment including UPLC-ToF-MS, preparative and analytical mass spectrometers (MS), quantitative MS, proteomics MS, and plant biotechnology / controlled environment chambers not available at NTBG. Per a signed Memorandum of Understanding (MOU) (5-year duration) between NTBG and UBC, the parties collaborate on the joint investigation of breadfruit and scientific exchanges on subjects of mutual interest. The MOU provides a schedule of payments to UBC as well as schedule of consultation and reports on progress on research objectives. Narrative and financial reports are provided. SAMOAN BREADFRUIT RESEARCH In 2008, the National Tropical Botanical Garden (NTBG) and the Government of [Western] Samoa entered into a Memorandum of Understanding, signed by the Prime Minister of Samoa and the CEO/Director of NTBG. This MOU allows NTBG to distribute three Samoan breadfruit varieties globally through a horticultural partner, Cultivaris LLC. This benefit-sharing arrangement will support conservation and capacity building in Samoa, helping perpetuate traditional crop varieties and cultural knowledge. This landmark agreement underscores NTBG's commitment to the "Convention on Biological Diversity." Samoa, a sovereign island nation serves as steward for the people of Samoa, and of crops and crop varieties developed by the Samoans and their ancestors over millennia. These crops include seedless and seeded varieties of 'ulu (Artocarpus altilis) also known as breadfruit. Samoa desires to conserve its biodiversity, cultures and traditional knowledge, and to share the successes of these food crops with tropical nations throughout the world. NTBG has devoted considerable funds and decades of research in collecting, conserving, and curating breadfruit varieties throughout the world. This collection includes varieties collected from Samoa in the 1970s and 1980s. The NTBG shares the same vision of conserving plants, ecosystems and cultures and to share the successful varieties with people around the world. The NTBG has, through its own expenses, developed a system of cell culture for 'ulu which allows breadfruit plants to be mass produced and distributed. The NTBG has an agreement with Cultivaris, LLC. licensing Cultivaris to distribute plants derived from these cell cultures to growers throughout the world. The Samoan government designates NTBG as its agent/representative for distribution through Cultivaris of Samoan breadfruit varieties in the NTBG collection. The NTBG receives from Cultivaris a net licensing fee for every breadfruit plant sold by Cultivaris and returns fifty percent (50%) to the Samoan Government which agrees to use these funds to assist in research and development of new crops and new varieties for the Samoan people at the Nu'u Agricultural Research Station and at other sites as determined by the Prime Minister and the Minister of Agriculture. |
| ADDITIONAL SCHEDULE F DISCLOSURE | SCHEDULE F, PART II, LINE 3 | NATIONAL TROPICAL BOTANICAL GARDEN PROVIDED GRANTS TO THE UNIVERSITY OF BRITISH COLUMBIA, AND THE GOVERNMENT OF WESTERN SAMOA. THE UNIVERSITY IS AN APPROVED 501(C)(3) ORGANIZATION. THE GOVERNMENT OF WESTERN SAMOA RECEIVES FUNDS FROM THE GARDEN TO CONDUCT RESEARCH ON NATIVE BREADFRUIT SPECIES. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | CAMPBELL COMPANY | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EAST WACKER DRIVE SUITE 3350 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAMPAIGN PLANNNING | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 3231972 | GrossReceipts |
| Amount Retained By Contractor | 207655 | AmountRetainedByContractor |
| Net To Organization | 3024317 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 3231972 | TotalGrossReceipts |
| Total Retained By Contractors | 207655 | TotalRetainedByContractors |
| Total Net To Organization | 3024317 | TotalNetToOrganization |
| Licensed States | FL | LicensedStates |
| Licensed States | HI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BALI HAI EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 125158 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 90701 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 34457 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 31976 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 11144 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 7680 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 4739 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 47315 | OtherDirectExpensesEvent1 |
| Name Of Event2 | MOONLIGHT/MUSIC | NameOfEvent2 |
| Gross Receipts Event2 | 121666 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 92056 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 29610 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 29610 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 11475 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 14841 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 2210 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 9659 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 9695 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 9695 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 5259 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 256519 | GrossReceiptsTotal |
| Charitable Contributions Total | 182757 | CharitableContributionsTotal |
| Gross Revenue Total Events | 73762 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 61586 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 22619 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 22521 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 6949 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 62233 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 175908 | DirectExpenseSummaryEvents |
| Net Income Summary | -102146 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 3 | NumberOfRecipients |
| Amount Of Cash Grant | 9319 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING USE OF GRANT FUNDS | Identifier |
| Return Reference | FORM 990, SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | GRANT FUNDS CONSIST OF SCHOLARSHIPS AND FINANCIAL AID, WHICH ARE GIVEN TO STUDENTS IN THE FORM OF TUITION REDUCTIONS OR WAIVERS. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable (2 entries)
| Relationship With OrganizationRelationshipWithOrganization | Purpose Of LoanPurposeOfLoan | Loan To OrganizationLoanToOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|---|
| JIM NABORS | |||||||
| TRUSTEE | PURCHASE OF LAND | X | $1,700,000 | 1700000 | false | true | true |
| DOUGLAS M KINNEY | |||||||
| TRUSTEE | GARDEN RENEWAL PROJ | X | $1,500,000 | 1500000 | false | true | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 3200000 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| DOUBLE GREEN LLC | |||
| SEE SCHEDULE L DISCLOSURE | 15318 | PURCHASE ELECTRIC POWER | false |
| CHARLES R WICHMAN JR | |||
| CHILD OF C. WICHMAN, TTEE | 144422 | SEE SCHEDULE L DISCLOSURE | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL SCHEDULE L DISCLOSURE | Identifier |
| Return Reference | SCHEDULE L, PART IV | ReturnReference |
| Explanation | DOUBLE GREEN LLC IS OWNED BY DOUGLAS M. KINNEY, CYRUS B. SWEET III, HOLBROOK W. GOODALE, AND CHARLES R. WICHMAN, WHO ARE ALL TRUSTEES OF THE GARDEN. CHARLES R. WICHMAN: MR. WICHMAN'S SON, CHARLES R. "CHIPPER" WICHMAN, JR., RECEIVED COMPENSATION FROM THE GARDEN FOR SERVICES AS CHIEF EXECUTIVE OFFICER. PAYMENT AMOUNTS WERE DETERMINED BY INDIVIDUALS WITHOUT A CONFLICT OF INTEREST WITH RESPECT TO THE TRANSACTION, AND ANY INTERESTED PERSONS RECUSED THEMSELVES IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY DISCLOSED BELOW. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4310 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | REPLACEMENT COST | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 3129 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | REPLACEMENT COST | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 11831 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | REPLACEMENT COST | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 31 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 346871 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 30 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4788 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | REPLACEMENT COST | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | GIFT CERTIFICATES | 60 | 46443 | REPLACEMENT COST |
| X | PLANTS | 9 | 2163 | REPLACEMENT COST |
| X | ELECTRONICS | 3 | 1200 | REPLACEMENT COST |
| X | AIRLINE MILEAGE | 1 | 5000 | REPLACEMENT COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NON-CASH CONTRIBUTIONS DISCLOSURE | Identifier |
| Return Reference | SCHEDULE M, COLUMN B | ReturnReference |
| Explanation | THE ORGANIZATION REPORTS THE NUMBER OF CONTRIBUTIONS RECEIVED IN COLUMN B OF SCHEDULE M. FOR GIFTS OF SECURITIES, EACH SEPARATE GIFT IS REPORTED AS A CONTRIBUTION FOR THE PURPOSES OF COLUMN B. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RELATIONSHIPS BETWEEN TRUSTEES | Part VI, Section A, line 2 | D. Kinney, C. Sweet III, H.W. Goodale and Charles R. Wichman have a business relationship. D. Kinney and C. Sweet III have a business relationship. Charles R. Wichman and Charles R. Wichman Jr. have a family relationship. Holbrook W. Goodale and Charles R. Wichman have a family relationship. Douglas M. Kinney and Cyrus B. Sweet III have a family relationship. Sarah O. Hewitt and Thomas D. Hewitt have a family relationship. |
| BOARD REVIEW OF FORM 990 | Part VI, Section B, line 11A | The controller works closely with the tax return preparers and receives a draft of the Form 990 to review. She reviews it and goes over any questions with the preparer. The draft 990 is then sent to the CFO, all members of the Executive Committee and all other members requesting a copy. This Executive committee has the authority to act for the Board. Any questions, comments or additions are communicated to the CFO and resolved prior to filing the return. Once the return is finalized, a copy of the final return is provided to the full voting board before the return is filed. |
| COMPENSATION DETERMINATION FOR CEO & OFFICERS | Part VI Section B line 15A & 15B | The NTBG Board of Trustees in 2007 created a Compensation Committee and appointed certain Trustees to be its Members. All its Members were and are independent directors, none of whom have a conflict with respect to the compensation of the Officers of NTBG whose compensation is set by such Committee (namely the Director/CEO and the COO/CFO). This Committee meets annually, and is in charge of determining a reasonable and appropriate compensation package for each of these two key officers of NTBG. This Committee, consistent with the organization's philosophy, principles, mission and operations, gathered data regarding the annual salary and other monetary benefits for officers holding similar positions at comparable botanical gardens and at other nonprofit organizations, and this Committee used and uses this data and other available information (including evaluation of job performance) to make its determinations as to the annual salary and benefits for each of these two officers. The last CEO compensation review was performed in April 2012. The Committee's records include the recommendations adopted by the Committee each year as to the salary and benefits to be paid to these two NTBG Officers. The Committee's minutes also include a description of the comparable data considered, the members present at the meeting, and a record of each vote on the adopted recommendations. |
| INFORMATION AVAILABLE TO PUBLIC | FORM 990, PART VI, SECTION C, LINE 19 | WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE to the Public on its website. |
| CONFLICT OF INTEREST POLICY | PART VI, SECTION B, LINE 12C | A 'Conflict of Interest Questionnaire' is required to be completed by all officers, trustees, and key employees of the Garden on an annual basis to determine if any transactions could result in a conflict of interest. The completed forms are then sent to the Corporate Secretary for review, and any potential conflicts of interest are discussed with the CEO to determine any necessary further action. The Gardens monitor conflicts of interest throughout the year and as transactions arise, those individuals with a conflict of interest will recuse themselves from any decision-making regarding that particular transaction. |
| RECONCILIATION OF NET ASSETS | FORM 990, PART XI, LINE 9 | GAIN FROM LIMITED PARTNERSHIP INVESTMENTS - $(15,021) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN T WATERHOUSE TRUST | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIRST HAWAIIAN BANK PO BOX 3708 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96811 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 996048710 | EIN |
| Primary Activities | SUPPORT NTBG | PrimaryActivities |
| Legal Domicile State | HI | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 11D | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | true | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS (2) | |||
| CHARITABLE GIVING | WI | NTBG | TRUST |
| CHARITABLE REMAINDER TRUST | |||
| CHARITABLE GIVING | CA | NTBG | TRUST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (3) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 275993 | AmountInvolved |
| Method Of Amt Determination | CASH RECEIVED | MethodOfAmtDetermination |