2023-08-04T08:40:19-05:00 2022-09-30 431305800 UHY ADVISORS MO INC 15 SUNNEN DRIVE SUITE 100 ST LOUIS MO 631433819 990 2021-10-01 430666759 MISSOURI BOTANICAL GARDEN BOARD OF TRUSTEES MISS 3145775100 4344 SHAW BOULEVARD ST LOUIS MO 63110 KEITH ARCHER CHIEF OPERATING OFFICER 3145775100 2023-07-19 1 KEITH ARCHER 999009999 DENISE PISCIOTTA P00560435 3146151200 2023-07-19 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DR PETER WYSE JACKSON 4344 SHAW BOULEVARD ST LOUIS MO 63110 108856428 0 X MISSOURIBOTANICALGARDEN.ORG X 1859 MO DISCOVER/SHARE KNOWLEDGE ABOUT PLANTS AND THEIR ENVIRONMENT IN ORDER TO PRESERVE AND ENRICH LIFE. 35 35 534 839 0 0 50201539 47551302 4773890 6662291 2849237 2801316 1164535 1439605 58989201 58454514 397061 487957 0 0 25175586 27767116 0 0 2078815 17765776 24646318 43338423 52901391 15650778 5553123 365170993 339030685 12805118 10677804 352365875 328352881 X TO DISCOVER AND SHARE KNOWLEDGE ABOUT PLANTS AND THEIR ENVIRONMENT IN ORDER TO PRESERVE AND ENRICH LIFE. 0 0 13326487 5524855 HORTICULTURE: THE GARDEN'S HORTICULTURE PROGRAM DEVELOPS PLANT COLLECTIONS AND MAINTAINS LANDSCAPES FOR DISPLAY, HOME GARDENING DEMONSTRATIONS AND INFORMATION DISSEMINATION, AND IN SUPPORT OF RESEARCH AND EX-SITU CONSERVATION. . THE GARDEN'S SEED BANK, LOCATED AT SHAW NATURE RESERVE, HOLDS 35 PERCENT OF THE STATE OF MISSOURI'S NATIVE FLORA. OUR PLANT COLLECTIONS INCLUDED 17,611 TAXA AND 8,923 SPECIES. THE GARDEN'S 79 ACRES FEATURE INDOOR AND OUTDOOR PLANT DISPLAYS THAT ATTRACTED 843,906 VISITORS IN 2021. HOME GARDENERS FROM AROUND THE WORLD REGULARLY USE THE GARDEN'S ON-SITE AND DIGITAL RESOURCES. THERE WERE MORE THAN 1.5 MILLION VISITORS TO THE GARDENING WEB RESOURCES IN 2021. 15927011 487957 134773 SCIENCE: THE MISSOURI BOTANICAL GARDEN IS A WORLD LEADER IN PLANT DISCOVERY AND PLANT CONSERVATION AROUND THE WORLD. IN 2021 GARDEN SCIENTISTS ONCE AGAIN DISCOVERED ROUGHLY 200 NEW PLANT SPECIES, WHICH IS ROUGHLY 10 PERCENT OF ALL NEW PLANTS DISCOVERED EACH YEAR WORLDWIDE. OUR HERBARIUM, WITH 7.5 MILLION SPECIMENS, IS AMONG THE LARGEST AND SERVES AS A GLOBAL DATABASE OF PLANTS USED TO MAKE EVALUATIONS ON CONSERVATION STATUS. BY KNOWING WHAT PLANTS ARE THREATENED, WE CAN IDENTIFY AREAS OF HIGH CONSERVATION VALUE WHERE PROTECTING LANDSCAPES MAY SAVE THREATENED SPECIES. THE GARDEN ALSO CONTINUES TO ADD ITS TROPICOS DATABASE, AND WORKS WITH PARTNERS AROUND THE GLOBE TO DIGITALLY DOCUMENT ALL KNOWN PLANT LIFE THROUGH WORLD FLORA ONLINE. 4960498 264558 EDUCATION: THE GARDEN TAKES SERIOUSLY ITS MISSION TO SHARE KNOWLEDGE ABOUT PLANTS AND THE ENVIRONMENT WITH PEOPLE OF ALL AGES. IN 2021 196,921 PEOPLE PARTICIPATED IN EDUCATIONAL EXPERIENCES LED BY THE MISSOURI BOTANICAL GARDEN, FROM COMMUNITY-BASED PROJECTS TO ON-SITE AND VIRTUAL CLASSES AND EVENTS TO YEAR-LONG PROGRAMS AND COMMUNITY-BASED PROJECTS. OF THIS NUMBER, 14,496 WERE PREK-GRADE 12 STUDENTS AND TEACHERS WHO CONNECTED WITH THE GARDEN IN WAYS THAT DEEPENED THEIR UNDERSTANDING AND APPRECIATION FOR PLANTS, NATURE, AND THE IMPORTANCE OF LIVING SUSTAINABLY. IN THE COMMUNITY, THE GARDEN IS A LEADER IN EDUCATING AND ACTIVATING THE PUBLIC TO STEWARD LOCAL LANDS AND WATERS, FROM CREATING MORE BIODIVERSE HOME LANDSCAPES TO HELPING STEWARD LOCAL PARKS, TRAILS, CREEKS, STREAMS, AND OTHER GREEN SPACE IN THEIR OWN COMMUNITY. 7677992 1933006 PUBLIC PROGRAMS: 1) PUBLIC EVENTS SUCH AS THE BEST OF MISSOURI MARKET. THE BEST OF MISSOURI MARKET IS PART OF THE AMERICAN ARTS EXPERIENCE ST. LOUIS, AN ANNUAL CELEBRATION OF THE ARTS THROUGHOUT THE ST. LOUIS AREA. 2) BUTTERFLY HOUSE WAS ESTABLISHED IN 1995 TO INCREASE AWARENESS OF THE NATURAL HABITAT IN WHICH BUTTERFLIES THRIVE. 3) FACILITY RENTALS: THE MISSOURI BOTANICAL GARDEN IS AN IDEAL SETTING FOR CORPORATE EVENTS, PRIVATE PARTIES, AND WEDDINGS. THE 79 ACRES OF BEAUTIFUL HORTICULTURAL DISPLAY PROVIDES AN OASIS IN THE CITY FOR ALL GUESTS TO ENJOY. 7677992 1933006 41891988 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 0 1 0 1 1 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 180 0 534 1 0 1 FR 0 0 0 1 1 0 0 0 0 0 0 X 35 35 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X CARRIE RICHTER 3145779439 4344 SHAW BLVD ST LOUIS MO 63110 DANIEL A BURKHARDT TRUSTEE 1.00 X 0 0 0 LELIA J FARR TRUSTEE 1.00 X 0 0 0 DAVID M HOLLO TRUSTEE 1.00 X 0 0 0 DAVID W KEMPER TRUSTEE 1.00 X 0 0 0 WARD M KLEIN VICE CHAIR 1.50 X X 0 0 0 CAROLYN W LOSOS TRUSTEE 1.00 X 0 0 0 W STEPHEN MARITZ TRUSTEE 1.00 X 0 0 0 NICHOLAS L REDING TRUSTEE 1.00 X 0 0 0 SCOTT C SCHNUCK TRUSTEE 1.00 X 0 0 0 REX A SINQUEFIELD TRUSTEE 1.00 X 0 0 0 DR MICHAEL K STERN CHAIR 2.00 X X 0 0 0 ANDREW C TAYLOR TRUSTEE 1.00 X 0 0 0 JIAMIN L DIERBERG TRUSTEE 1.00 X 0 0 0 KIRK A IMHOF TRUSTEE 1.00 X 0 0 0 CHRISTOPHER A KOSTER TRUSTEE 1.00 X 0 0 0 DAVID J KOWACH TRUSTEE 1.00 X 0 0 0 JOHN LEMKEMEIER TRUSTEE 1.00 X 0 0 0 CHRIS LEWIS TRUSTEE 1.00 X 0 0 0 BRIAN A MURPHY TRUSTEE 1.00 X 0 0 0 JAMES R NOWICKE TRUSTEE 1.00 X 0 0 0 MICHAEL W RINEY TRUSTEE 1.00 X 0 0 0 NANCY ROSS TRUSTEE 1.00 X 0 0 0 LORI SAMUELS TRUSTEE 1.00 X 0 0 0 JOHN SAUNDERS TRUSTEE 1.00 X 0 0 0 JOSEPH SIVEWRIGHT TRUSTEE 1.00 X 0 0 0 LISA TRULASKE TRUSTEE 1.00 X 0 0 0 MATTHEW DAVIS ESQ TRUSTEE 1.00 X 0 0 0 BISHOP DEON JOHNSON TRUSTEE 1.00 X 0 0 0 TISHAURA JONES TRUSTEE 1.00 X 0 0 0 DR TONI M KUTCHAN TRUSTEE 1.00 X 0 0 0 DR ANDREW MARTIN TRUSTEE 1.00 X 0 0 0 SAM PAGE TRUSTEE 1.00 X 0 0 0 DR FRED P PESTELLO TRUSTEE 1.00 X 0 0 0 DR JEFF L PITTMAN TRUSTEE 1.00 X 0 0 0 DR KRISTIN SOBOLIK TRUSTEE 1.00 X 0 0 0 DR PETER WYSE JACKSON PRESIDENT 40.00 X 389964 0 74916 ROBERT WOODRUFF CHIEF OPERATING OFFICER 40.00 X 208424 0 12220 PATTY REARDON ARNOLD VP INSTITUTIONAL ADVANCEMENT 40.00 X 219958 0 19526 CHARLES MILLER VP INFO TECH & CIO 40.00 X 204760 0 17858 TERESA CLARK VP HUMAN RESOURCES 40.00 X 189827 0 11323 JAMES MILLER SR. VP SCIENCE & CONSERVATION 40.00 X 183078 0 20460 ANDREW WYATT VP HORTICULTURE 40.00 X 175150 0 18901 VICTORIA CAMPBELL VP VISITOR OPERATIONS 40.00 X 163053 0 15712 WILLIAM DALE DIRECTOR PLANNING & SYSTEMS 40.00 X 163044 0 19545 PAUL BROCKMANN VP GENERAL SERVICES 40.00 X 142082 0 17638 OLGA MARTHA MONTIEL DIRECTOR CCSD 40.00 X 142713 0 14006 PETE LOWRY DIRECTOR AFICA & MADAGASCAR 40.00 X 135647 0 17415 JENNIFER MULCH FORMER CONTROLLER 40.00 X 112630 0 20043 PAUL SMOCK SOFTWARE ARCHITECT 40.00 X 120432 0 13270 2550762 0 292833 19 1 1 0 HIRE QUEST PO BOX 890714 CHARLOTTE NC 28289 STAFFING SERVICES 177860 LENTS AND ASSOCIATES LLC 1750 S BRENTWOOD SUITE 552 ST LOUIS MO 63144 CONSULTING SERVICES 121410 SBS CREATIX LLC 1610 DES PERES RD STE 208 ST LOUIS MO 63131 IT SERVICES 120530 GCI SECURITY ONE CAMPBELL PLAZA SUITE 1A SOUTH ST LOUIS MO 63139 SECURITY SERVICES 119581 4 4407355 20589 2011044 41112314 4820586 47551302 ADMISSIONS 900099 5364994 5364994 OVERHEAD RECOVERY 900099 384004 384004 EDUCATION 611600 264558 264558 RENTAL INCOME-GARDEN 900099 198920 198920 HORTICULTURE 900099 159861 159861 289954 289954 6662291 1894676 1894676 101840 0 101840 101840 101840 50574533 49667893 906640 906640 906640 30935 20589 15552 15383 15383 1624375 718469 905906 905906 MISCELLANEOUS 900099 191725 191725 RESTAURANT/CATERING 900099 127481 127481 PROPERTY MANAGMENT 900099 83382 83382 13888 13888 416476 58454514 7857192 0 3046020 X 153312 153312 334645 334645 2843595 2222871 484220 136504 19389544 15083983 3358722 946839 1060744 830948 185669 44127 2905177 2314395 496367 94415 1568056 1238674 263933 65449 65025 65025 124331 1384 122947 97200 97200 5781906 4463924 1162127 155855 498273 5973 409455 82845 4268287 2970229 1187175 110883 1430115 1279977 129097 21041 770542 728669 27875 13998 26864 19218 7181 465 3163 2545 598 20 4503610 4215103 249117 39390 867020 340401 512693 13926 HERBARIUM SPECIMEN COLL 2623583 2623583 BUILDING & GROUNDS MAIN 1117457 1054290 43451 19716 EXHIBITS 701415 698115 3300 ENTERTAINMENT 391206 34926 38960 317320 1376321 1274823 88776 12722 52901391 41891988 8930588 2078815 1585894 1955290 2553402 4985970 22170597 16582910 6240537 9149514 470187 497565 1525930 719428 231789292 92223567 99528427 139565725 201996614 129765737 28615643 35457264 483762 351282 365170993 339030685 11025203 8899887 22801 18510 1757114 1759407 12805118 10677804 X 99891812 164551185 252474063 163801696 352365875 328352881 365170993 339030685 X 5553123 -29367132 -198985 X X 0 1 X 1 1 1 X 39619263 72603461 45046682 50201539 47551302 255022247 39619263 72603461 45046682 50201539 47551302 255022247 20399443 234622804 2753561 1379217 2786651 2529064 1894676 11343169 334885 344037 -577357 430470 416476 948511 267313927 0.87770 0.86280 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: RESTAURANT/CATERING - 2017 AMOUNT: $ 286,192. 2018 AMOUNT: $ 187,806. 2019 AMOUNT: $ 118,018. 2020 AMOUNT: $ 104,229. 2021 AMOUNT: $ 127,481. MISCELLANEOUS - 2017 AMOUNT: $ 48,693. 2018 AMOUNT: $ 156,231. 2019 AMOUNT: $ -750,375. 2020 AMOUNT: $ 326,241. 2021 AMOUNT: $ 288,995. BAD DEBT RECOVERIES - 2019 AMOUNT: $ 55,000. PART II, SECTION A: IN 2019 MISSOURI BOTANICAL GARDEN CHANGED ACCOUNTING PERIODS FROM A CALENDAR YEAR END TO A SEPTEMBER 30TH FISCAL YEAR END. PLEASE NOTE THE HEADINGS IN SCHEDULE A, PART II, SECTION A ARE AS FOLLOWS: COLUMN (A) 2017 IS CALENDAR YEAR 2018 COLUMN (B) 2018 IS FISCAL YEAR SEPTEMBER 30, 2019 COLUMN (C) 2019 IS FISCAL YEAR SEPTEMBER 30, 2020 COLUMN (D) 2020 IS FISCAL YEAR SEPTEMBER 30, 2021 COLUMN (E) 2021 IS FISCAL YEAR SEPTEMBER 30, 2022 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2941230 X X X 0 195819032 243076 -28402810 4011071 163648227 159990997 2529033 36013905 2714903 195819032 153097631 2873142 7843283 3823059 159990997 137958875 2195266 15853593 2910103 153097631 147924571 3944851 -10902348 3008199 137958875 0.09000 0.51000 0.40000 1 0 5333197 5333197 207030376 81301950 125728426 14140951 8905340 5235611 5284768 2016277 3268491 139565725 REAL ESTATE AND OTHER FUNDS 35457264 F 35457264 LIABILITY FOR GIFT ANNUITY PAYMENTS 1296311 CONTRACT LIABILITIES 463096 1759407 X 29360588 -29367132 600 742650 -28623882 57984470 97200 372844 470044 58454514 53670291 600 1238344 1238944 52431347 97200 372844 470044 52901391 PART III, LINE 1A: THE GARDEN HOLDS SCULPTURES AND OTHER ARTWORK FOR DISPLAY. THE SCULPTURES AND ARTWORK ADD TO THE EXPERIENCE OF VISITORS AND ENCOURAGES VISITS TO THE GARDEN. THE GARDEN ALSO HOLDS A BOOK COLLECTION RELATING TO BOTANICAL MATTERS. IT IS VALUABLE AS A RESEARCH RESOURCE AND IS MAINTAINED FOR FUTURE GENERATIONS. PART V, LINE 4: THE GARDEN'S ENDOWMENT CONSISTS OF 33 INDIVIDUAL CLASSIFICATIONS ESTABLISHED FOR A VARIETY OF PURPOSES WHICH ARE USED TO SUPPORT OPERATING EXPENSES. PART X, LINE 2: THE GARDEN FOLLOWS THE PROVISIONS OF ASC 740-10-25, INCOME TAXES, REQUIRING DISCLOSURE OF UNCERTAIN TAX POSITIONS. THERE HAVE BEEN NO INTEREST OR PENALTIES NEITHER RECOGNIZED IN THE CONSOLIDATED STATEMENTS OF ACTIVITIES NOR IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION RELATED TO UNCERTAIN TAX POSITIONS. IN ADDITION, NO TAX POSITIONS EXIST FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY INCREASE OR DECREASE WITHIN THE NEXT 12 MONTHS. THE GARDEN EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 718,469. FUNDRAISING 24,181. PART XI, LINE 4B - OTHER ADJUSTMENTS: INDIRECT EXPENSES 372,844. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES REPORTED BY MBG PROPERTIES, INC. 296,709. COST OF GOODS SOLD 718,469. CHANGE IN ANNUITY 198,985. FUNDRAISING 24,181. PART XII, LINE 4B - OTHER ADJUSTMENTS: INDIRECT EXPENSES 372,844. 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 3 PROGRAM SERVICES BOTANICAL RESEARCH 88060 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES BOTANICAL RESEARCH 44445 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 6 PROGRAM SERVICES BOTANICAL RESEARCH 714400 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 15 PROGRAM SERVICES BOTANICAL RESEARCH 353834 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 336 PROGRAM SERVICES BOTANICAL RESEARCH 942551 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 PROGRAM SERVICES BOTANICAL RESEARCH 800 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES BOTANICAL RESEARCH 48275 NORTH AMERICA 0 0 PROGRAM SERVICES BOTANICAL RESEARCH 11081 0 360 0 0 0 360 2203446 0 2203446 REGISTRATION FEES SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 7 73762 WIRED FUND RESEARCH FELLOWSHIP EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 3 39445 WIRED FUND RESEARCH FELLOWSHIP/SCHOLARSHIP EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 6 179130 WIRED FUND RESEARCH FELLOWSHIP MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 2 37393 WIRED FUND RESEARCH FELLOWSHIP SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 1 800 WIRED FUND RESEARCH FELLOWSHIP SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 2 4115 WIRED FUND 0 0 0 0 0 0 PART I, LINE 2: THE GARDEN REQUIRES THAT APPLICANTS SUBMIT A PROPOSAL FOR CONSIDERATION IN THE GRANTS FELLOWSHIP PROGRAM. THE PROPOSALS MUST BE RECEIVED BY A STATED DEADLINE AND SHOULD BE SUBMITTED UTILIZING A STANDARDIZED FORMAT AVAILABLE ON THE GARDEN'S WEBSITE. IN ORDER FOR A PROPOSAL TO BE CONSIDERED IN THE COMPETITION, THE APPLICANT MUST MEET STATED CRITERIA DEFINED IN THE PROPOSAL APPLICATION FORM. THE PROPOSALS RECEIVED ARE REVIEWED BY A COMMITTEE COMPRISED OF GARDEN SCIENTISTS WHO EVALUATE THE APPLICATIONS BASED ON PREDEFINED CRITERIA. ONCE THE SELECTION IS MADE, THE APPLICANTS ARE NOTIFIED OF THEIR AWARD. EACH GRANTEE MUST SUBMIT A FINAL REPORT AT THE END OF THE FELLOWSHIP PERIOD. THE GARDEN PROVIDES ANNUAL REPORTS TO THE DONORS DESCRIBING THE ACCOMPLISHMENTS OF THE FELLOWS WHO RECEIVED THEIR SUPPORT. PART III ACCOUNTING METHOD: X X X X X X X 1 WD INC 22 CHESTERTON LANE CHESTERFIELD MO 63017 CAPITAL CAMPAIGN CONSULTING (MAJOR GIFTS AND PUBLIC PHASE FR 0 6512178 25600 6486578 DANILLER 3724 JEFFERSON STREET SUITE 302 AUSTIN TX 78731 2022 MEMBER PUBLIC PHASE FOR CAPITAL CAMPAIGN 0 342057 12461 329596 DANILLER 3724 JEFFERSON STREET SUITE 302 AUSTIN TX 78731 2022 MEMBERSHIP ACQUISITION CAMPAIGNS 0 331392 110141 221251 ARTSMARKETING SERVICES 260 KING STREET EAST SUITE 500 TORONTO ONTARIO CA M5A 4L5 CAPITAL CAMPAIGN TELEMARKETING 0 103809 37358 66451 7289436 185560 7103876 IL FEST OF ALE 24570 5000 19570 2298 1322 600 1082 TRIVIA NIGHT 15429 10589 4840 314 2529 500 5239 1 11525 5000 6525 1227 441 51524 20589 30935 2612 5078 1100 6762 15552 15383 1 SUBSISTENCE AND TRAVEL 28 153312 PART I, LINE 2: THE GARDEN REQUIRES THAT APPLICANTS SUBMIT A PROPOSAL FOR CONSIDERATION IN THE GRANTS FELLOWSHIP PROGRAM. THE PROPOSALS MUST BE RECEIVED BY A STATED DEADLINE AND SHOULD BE SUBMITTED UTILIZING A STANDARDIZED FORMAT AVAILABLE ON THE GARDEN'S WEBSITE. IN ORDER FOR A PROPOSAL TO BE CONSIDERED IN THE COMPETITION, THE APPLICANT MUST MEET STATED CRITERIA DEFINED IN THE PROPOSAL APPLICATION FORM. THE PROPOSALS RECEIVED ARE REVIEWED BY A COMMITTEE COMPRISED OF GARDEN SCIENTISTS WHO EVALUATE THE APPLICATIONS BASED ON PREDEFINED CRITERIA. ONCE THE SELECTION IS MADE, THE APPLICANTS ARE NOTIFIED OF THEIR AWARD. EACH GRANTEE MUST SUBMIT A FINAL REPORT AT THE END OF THE FELLOWSHIP PERIOD. THE GARDEN PROVIDES ANNUAL REPORTS TO THE DONORS DESCRIBING THE ACCOMPLISHMENTS OF THE FELLOWS WHO RECEIVED THEIR SUPPORT. X 0 0 0 0 0 0 0 0 0 DR PETER WYSE JACKSON PRESIDENT 380488 0 0 0 9476 0 23605 0 51311 0 464880 0 0 0 ROBERT WOODRUFF CHIEF OPERATING OFFICER 202105 0 0 0 6319 0 12123 0 97 0 220644 0 0 0 PATTY REARDON ARNOLD VP INSTITUTIONAL ADVANCEMENT 213040 0 0 0 6918 0 13099 0 6427 0 239484 0 0 0 CHARLES MILLER VP INFO TECH & CIO 198562 0 0 0 6198 0 12123 0 5735 0 222618 0 0 0 TERESA CLARK VP HUMAN RESOURCES 187264 0 0 0 2563 0 11233 0 90 0 201150 0 0 0 JAMES MILLER SR. VP SCIENCE & CONSERVATION 177242 0 0 0 5836 0 11179 0 9281 0 203538 0 0 0 ANDREW WYATT VP HORTICULTURE 173728 0 0 0 1422 0 10911 0 7990 0 194051 0 0 0 VICTORIA CAMPBELL VP VISITOR OPERATIONS 158067 0 0 0 4986 0 9811 0 5901 0 178765 0 0 0 WILLIAM DALE DIRECTOR PLANNING & SYSTEMS 157778 0 0 0 5266 0 10272 0 9273 0 182589 0 0 0 PAUL BROCKMANN VP GENERAL SERVICES 137889 0 0 0 4193 0 8849 0 8789 0 159720 0 0 0 OLGA MARTHA MONTIEL DIRECTOR CCSD 136476 0 0 0 6237 0 8293 0 5713 0 156719 0 0 0 PETE LOWRY DIRECTOR AFICA & MADAGASCAR 132432 0 0 0 3215 0 8129 0 9286 0 153062 0 0 0 JENNIFER MULCH FORMER CONTROLLER 111809 0 0 0 821 0 7561 0 12482 0 132673 0 0 0 X 79435 EST FAIR MARKET VALUE X 22 1792872 STOCK QUOTE X SUPPLIES 64 2948279 EST FAIR MARKET VALU 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN WAS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY GARDEN MANAGEMENT PRIOR TO THE PRESENTATION TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR THEIR REVIEW. A COPY OF THE RETURN WAS THEN PROVIDED TO THE FULL BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IN ORDER TO ASSIST THE GARDEN IN IDENTIFYING POTENTIALLY COVERED TRANSACTIONS, EACH OFFICER AND DIVISION HEAD ANNUALLY SHALL COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE PROVIDED BY THE GARDEN, AND SHALL UPDATE SUCH QUESTIONNAIRE AS NECESSARY TO REFLECT CHANGES DURING THE COURSE OF THE YEAR. WHEN A COVERED PERSON BECOMES AWARE OF A PROPOSED COVERED TRANSACTION, HE OR SHE HAS A DUTY TO TAKE THE FOLLOWING ACTIONS: (A) IMMEDIATELY DISCLOSE THE EXISTENCE AND CIRCUMSTANCES OF SUCH COVERED TRANSACTION TO THE GARDEN'S DESIGNATED PERSON IN WRITING. INITIALLY, THE DESIGNATED PERSON SHALL BE THE VICE PRESIDENT OF HUMAN RESOURCES UNLESS THE COVERED PERSON IS THE VICE PRESIDENT OF HUMAN RESOURCES IN WHICH CASE THE DESIGNATED PERSON SHALL BE THE CHAIR OF THE AUDIT COMMITTEE; ALL DISCLOSURES TO THE VICE PRESIDENT OF HUMAN RESOURCES SHALL BE PROMPTLY FORWARDED TO THE CHAIR OF THE AUDIT COMMITTEE. (B) REFRAIN FROM USING HIS OR HER PERSONAL INFLUENCE TO ENCOURAGE THE GARDEN TO ENTER INTO THE COVERED TRANSACTION; AND (C) PHYSICALLY EXCUSE HIMSELF OR HERSELF FROM ANY DISCUSSIONS REGARDING THE COVERED TRANSACTION EXCEPT TO ANSWER QUESTIONS, FROM THE VICE PRESIDENT OF HUMAN RESOURCES OR THE CHAIR OF THE AUDIT COMMITTEE OR OF THE BOARD OF TRUSTEES, INCLUDING DISCUSSIONS AND DECISIONS ON THE SUBJECT. FORM 990, PART VI, SECTION B, LINE 15 AN INDEPENDENT TRUSTEE COMPENSATION COMMITTEE, IN CONSULTATION WITH THE ORGANIZATION'S LEGAL COUNSEL, REVIEWS THE PRESIDENT'S PERFORMANCE AND SETS HIS COMPENSATION. THE PRESIDENT, IN CONSULTATION WITH THE VICE PRESIDENT OF HUMAN RESOURCES, REVIEWS PERFORMANCE AND SETS COMPENSATION FOR KEY EMPLOYEES IDENTIFIED IN PART VII OF THIS FORM 990, WHICH IS ALSO REVIEWED BY AN INDEPENDENT TRUSTEE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS ARTICLES OF INCORPORATION, BY-LAWS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. AN ANNUAL REPORT INCLUDING THE FINANCIAL STATEMENTS, THE ANNUAL AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 759,733. MANAGEMENT AND GENERAL EXPENSES 722,608. FUNDRAISING EXPENSES 114,938. TOTAL EXPENSES 1,597,279. NON-PAYROLL: PROGRAM SERVICE EXPENSES 1,846,591. MANAGEMENT AND GENERAL EXPENSES 79,452. FUNDRAISING EXPENSES 6,407. TOTAL EXPENSES 1,932,450. SERVICE CONTRACTS: PROGRAM SERVICE EXPENSES 1,025,824. MANAGEMENT AND GENERAL EXPENSES 261,864. FUNDRAISING EXPENSES 34,618. TOTAL EXPENSES 1,322,306. SUBCONTRACTS: PROGRAM SERVICE EXPENSES 4,741. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,741. OTHER: PROGRAM SERVICE EXPENSES 827,035. MANAGEMENT AND GENERAL EXPENSES 98,203. FUNDRAISING EXPENSES -108. TOTAL EXPENSES 925,130. FORM 990, PART XI, LINE 9: CHANGE IN ANNUITY -198,985. FORM 990, PART XII, LINE 2C: NO CHANGE TO PROCESS. MBG PROPERTIES INC 4344 SHAW BOULEVARD ST LOUIS MO 63110 431772034 PURCHASE/MAINTENANCE OF PROPERTIES MO 501(C)(2) N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 MBG PROPERTIES INC L 83382 FAIR MARKET VALUE