AMERICAN FLORAL ENDOWMENT: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN FLORAL ENDOWMENT (EIN 23-6268380)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-02-07
- IRS object ID
- 202000389349300130
- Schema version
- 2018v3.1
- 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 J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-07T12:22:49-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236268380 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN FLORAL ENDOWMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 7038385211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 N FAIRFAX STREET NO 201 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBRA CHEDESTER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7038385211 | PhoneNum |
| Signature | 2020-02-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARA SMITH | PreparerPersonNm |
| PTIN | P01332734 | PTIN |
| Phone | 2022932200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.134 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-02-07 | IPDt |
| IP Tm | 12:22:44 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C7C937CA623DFB7884503BA84EC9B5C24C7C8E34 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-22 18:59:49Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DEBRA CHEDESTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 N FAIRFAX STREET NO 201 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,498,231 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ENDOWMENT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | THE AMERICAN FLORAL ENDOWMENT IS DEVOTED TO THE ACQUISITION AND DISSEMINATION OF FUNDS DESIGNATED FOR THE ADVANCEMENT OF EDUCATON AND SCIENCE IN THE FLORICULTURE AND ENVIRONMENTAL HORTICULTURAL FIELD. ITEMS FUNDED BY THE ENDOWMENT INCLUDE RESEARCH AND STUDIES, SCHOLARSHIPS, INTERNSHIPS, AND OTHER EDUCATIONAL ACTIVITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $5,893 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $3,174 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,198,763 | PYContributionsGrantsAmt |
| CY Contributions Grants | $896,702 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $796,560 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,547,274 | CYInvestmentIncomeAmt |
| PY Other Revenue | $24,220 | PYOtherRevenueAmt |
| CY Other Revenue | $11,793 | CYOtherRevenueAmt |
| PY Total Revenue | $2,019,543 | PYTotalRevenueAmt |
| CY Total Revenue | $4,455,769 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $522,055 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $579,787 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $351,195 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $88,651 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $571,466 | PYOtherExpensesAmt |
| CY Other Expenses | $315,970 | CYOtherExpensesAmt |
| PY Total Expenses | $1,093,521 | PYTotalExpensesAmt |
| CY Total Expenses | $1,246,952 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $926,022 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,208,817 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,236,020 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,993,851 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $38,720 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $76,140 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,197,300 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,917,711 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE AMERICAN FLORAL ENDOWMENT IS A NOT FOR PROFIT CORPORATION THAT RAISES AND PRUDENTLY INVESTS ITS FUNDS TO SUPPORT PRODUCTION AND MARKET RESEARCH AND EDUCATION PROGRAMS TO BENEFIT THE FLORICULTURE INDUSTRY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $867,888 | ExpenseAmt |
| Grant | $579,787 | GrantAmt |
| Desc | SCIENTIFIC GRANTS: PROVIDE FUNDING FOR RESEARCH ON CURRENT ISSUES AFFECTING THE FLORICULTURE INDUSTRYEDUCATIONAL GRANTS: PROVIDE GRANTS TO PROGRAMS PROMOTING THE FLORICULTURE INDUSTRY, AND THOSE THAT SUPPORT STUDENTS PURSUING CAREERS IN VARIOUS CONCENTRATIONS WITHIN THE FLORICULTURE INDUSTRY. | Desc |
| Total Program Service Expenses | $867,888 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | 0 | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBRA CHEDESTER EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7038385211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 N FAIRFAX STREET NO 201 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| JIM DALY | |||||||
| CHAIRMAN | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DWIGHT LARIMER | |||||||
| PAST CHAIRMAN | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GREG ROYER | |||||||
| EDUCATION CHAIRMAN | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LAURA SHINALL | |||||||
| TREASURER/SECRETARY/CHAIR ELECT | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEN ALTMAN | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID BOULTON | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICK DAHLSON | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA DROTLEFF | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BILL FERNANDEZ | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BILL FOSTER | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE FRYE | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID GARCIA | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CINDY HANAUER | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MAURICIO JARAMILLO | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL A MELLANO PHD | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARVIN MILLER PHD | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RANDY TAGAWA | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JUAN CARLOS GONZALEZ URIBE | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ART VAN WINGERDEN | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KEN YOUNG | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DEBRA L CHEDESTER | |||||||
| EXECUTIVE DIRECTOR | 37.50 | 2.00 | Yes (X) | $119,190 | $0 | $16,664 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $119,190 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $16,664 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $28,855 | FundraisingAmt |
| All Other Contributions | $867,847 | AllOtherContributionsAmt |
| Total Contributions | $896,702 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $544,911 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $5,893 | UnrelatedBusinessRevenueAmt |
| Exclusion | $539,018 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,002,363 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,002,363 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,002,363 | TotalRevenueColumnAmt |
| Exclusion | $3,002,363 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $29,425 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $28,855 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $42,462 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$13,037 | TotalRevenueColumnAmt |
| Exclusion | -$13,037 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE PROCEEDS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $24,830 | TotalRevenueColumnAmt |
| Exclusion | $24,830 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $24,830 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,455,769 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,893 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,553,174 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $397,237 | TotalAmt |
| Program Services | $397,237 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,550 | TotalAmt |
| Program Services | $132,550 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
| Program Services | $50,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,672 | TotalAmt |
| Program Services | $75,544 | ProgramServicesAmt |
| Management And General | $39,914 | ManagementAndGeneralAmt |
| Fundraising | $21,214 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,075 | TotalAmt |
| Program Services | $98,934 | ProgramServicesAmt |
| Management And General | $45,713 | ManagementAndGeneralAmt |
| Fundraising | $28,428 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,549 | TotalAmt |
| Program Services | $4,472 | ProgramServicesAmt |
| Management And General | $5,089 | ManagementAndGeneralAmt |
| Fundraising | $988 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,108 | TotalAmt |
| Program Services | $4,710 | ProgramServicesAmt |
| Management And General | $5,358 | ManagementAndGeneralAmt |
| Fundraising | $1,040 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,791 | TotalAmt |
| Program Services | $11,270 | ProgramServicesAmt |
| Management And General | $6,032 | ManagementAndGeneralAmt |
| Fundraising | $2,489 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,161 | TotalAmt |
| Management And General | $11,161 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,354 | TotalAmt |
| Management And General | $54,354 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,817 | TotalAmt |
| Management And General | $42,817 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,302 | TotalAmt |
| Program Services | $1,200 | ProgramServicesAmt |
| Management And General | $642 | ManagementAndGeneralAmt |
| Fundraising | $10,460 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,993 | TotalAmt |
| Program Services | $20,046 | ProgramServicesAmt |
| Management And General | $1,947 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,430 | TotalAmt |
| Management And General | $20,114 | ManagementAndGeneralAmt |
| Fundraising | $14,316 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,082 | TotalAmt |
| Management And General | $8,282 | ManagementAndGeneralAmt |
| Fundraising | $4,800 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,297 | TotalAmt |
| Program Services | $15,463 | ProgramServicesAmt |
| Management And General | $23,918 | ManagementAndGeneralAmt |
| Fundraising | $4,916 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,815 | TotalAmt |
| Management And General | $10,815 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,263 | TotalAmt |
| Management And General | $7,263 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| GRANTS & PROGRAM ADMINI | $56,462 | $56,462 | |
| OPERATING EXPENSES | $6,994 | $6,994 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,246,952 | TotalAmt |
| Program Services | $867,888 | ProgramServicesAmt |
| Management And General | $290,413 | ManagementAndGeneralAmt |
| Fundraising | $88,651 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,016 | BOYAmt |
| EOY | $187,039 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $968,189 | BOYAmt |
| EOY | $1,050,356 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,126 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,223,051 | BOYAmt |
| EOY | $17,613,214 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,838,839 | BOYAmt |
| EOY | $2,997,361 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,925 | BOYAmt |
| EOY | $144,755 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,236,020 | BOYAmt |
| EOY | $21,993,851 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,720 | BOYAmt |
| EOY | $39,140 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $27,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $10,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,720 | BOYAmt |
| EOY | $76,140 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,259,282 | BOYAmt |
| EOY | $10,319,875 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,440,963 | BOYAmt |
| EOY | $2,789,481 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,497,055 | BOYAmt |
| EOY | $8,808,355 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,197,300 | BOYAmt |
| EOY | $21,917,711 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,236,020 | BOYAmt |
| EOY | $21,993,851 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,208,817 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,488,406 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $763,931 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $670,403 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $576,733 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,198,763 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $896,702 | CurrentTaxYearAmt |
| Total | $4,106,532 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $763,931 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $670,403 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $576,733 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,198,763 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $896,702 | CurrentTaxYearAmt |
| Total | $4,106,532 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $920,979 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,185,553 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $359,548 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $349,357 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $378,501 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $398,312 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $544,911 | CurrentTaxYearAmt |
| Total | $2,030,629 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,822 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,382 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$15,811 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,830 | CurrentTaxYearAmt |
| Total | $37,997 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,175,158 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $269,766 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.51590 | PublicSupportCY170Pct |
| Public Support PY170 | 0.53350 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | INSURANCE PROCEEDS | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,139,461 | BeginningYearBalanceAmt |
| Contributions | $311,300 | ContributionsAmt |
| Investment Earnings Or Losses | $1,068,343 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,087,945 | OtherExpendituresAmt |
| End Year Balance | $20,431,159 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,347,107 | BeginningYearBalanceAmt |
| Contributions | $314,113 | ContributionsAmt |
| Investment Earnings Or Losses | $1,465,053 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $986,812 | OtherExpendituresAmt |
| End Year Balance | $20,139,461 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,026,325 | BeginningYearBalanceAmt |
| Contributions | $614,309 | ContributionsAmt |
| Investment Earnings Or Losses | $1,862,104 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $825,085 | OtherExpendituresAmt |
| Administrative Expenses | $2,669,454 | AdministrativeExpensesAmt |
| End Year Balance | $19,347,107 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,284,396 | BeginningYearBalanceAmt |
| Contributions | $683,724 | ContributionsAmt |
| Investment Earnings Or Losses | -$84,393 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $857,402 | OtherExpendituresAmt |
| End Year Balance | $15,026,325 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,998,522 | BeginningYearBalanceAmt |
| Contributions | $811,000 | ContributionsAmt |
| Investment Earnings Or Losses | $196,354 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $721,480 | OtherExpendituresAmt |
| End Year Balance | $15,284,396 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.49240 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.43110 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07650 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| NORTHERN TRUST ALPHA STRATEGIES FUND | $1,576,273 | F |
| NORTHERN TRUST PRIVATE EQUITY FUND III-V-VII-VIII | $1,421,088 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,997,361 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION | Desc |
| Amt | $10,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,000 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,967,008 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,488,406 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $42,462 | OtherRevenueAmt |
| Revenue Not Reported | -$2,445,944 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,412,952 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $42,817 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $42,817 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,455,769 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,246,597 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $42,462 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $42,462 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,204,135 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $42,817 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $42,817 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,246,952 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT'S NET ASSETS CONSIST OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. PERMANENTLY RESTRICTED NEW ASSETS ARE DESIGNATED FOR SCHOLARSHIPS. ALL INVESTMENT INCOME FROM PERMANENTLY RESTRICTED NEW ASSETS IS TEMPORARILY RESTRICTED AND USED TO FUND SCHOLARSHIPS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 42,462. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 42,462. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | GRANTMAKING | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $50,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $50,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $50,000 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | RegionTxt |
| Purpose Of Grant | SCIENTIFIC RESEARCH AND EDUCATION | PurposeOfGrantTxt |
| Cash Grant | $50,000 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROGRESS REPORTS AND CONTINUING FUNDING APPLICATIONS ARE REQUIRED FOR ALL GRANTS. THESE ARE REVIEWED ANNUALLY BY BOARD COMMITTEES. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ENDOWMENT DINNER | Event1Nm |
| Gross Receipts Event1 | $58,280 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $28,855 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $29,425 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $3,460 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $32,031 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,250 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $5,721 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $58,280 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $28,855 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $29,425 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $3,460 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $32,031 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,250 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,721 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $42,462 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$13,037 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN SOCIETY FOR HORTICULTURAL SCIENCE | ||||||||
| 1018 DUKE STREET | ALEXANDRIA | VA | 22314 | 381574442 | 501(C)3 | $6,500 | YOUNG PROFESSIONALS COUNCIL AWARD | |
| CLEMSON UNIVERSITY | ||||||||
| 2-136 LEE HALL | CLEMSON | SC | 29634 | 576000254 | 115 | $50,710 | SCIENTIFIC RESEARCH AND EDUCATION | |
| CORNELL UNIVERSITY | ||||||||
| 201 WARREN HALL | ITHACA | NY | 14853 | 150532082 | 115 | $29,233 | SCIENTIFIC RESEARCH AND EDUCATION | |
| KISHWAUKEE COLLEGE | ||||||||
| 21193 MALTA RD | MALTA | IL | 60150 | 115 | $7,000 | PHILLIP SCHOLARSHIPS | ||
| MICHIGAN STATE UNIVERSITY | ||||||||
| 552 W CIRCLE DRIVE | EAST LANSING | MI | 48824 | 386005984 | 115 | $41,463 | SCIENTIFIC RESEARCH AND EDUCATION | |
| MISSISSIPPI STATE UNIVERSITY | ||||||||
| 75 BS HOOD ROAD | MISSISSIPPI STATE | MS | 39762 | 115 | $7,000 | PHILLIP SCHOLARSHIPS | ||
| OHIO STATE UNIVERSITY | ||||||||
| 1399 CAMPUS DR | COLUMBUS | OH | 43210 | 316025986 | 115 | $32,357 | GUS POESCH & PHILLIPS SCHOLARSHIPS | |
| PURDUE UNIVERSITY | ||||||||
| 401 GRANT STREET KNOY HALL ROOM 453 | WEST LAFAYETTE | IN | 47906 | 356002041 | 115 | $12,643 | SCIENTIFIC RESEARCH AND EDUCATION | 453 |
| TEXAS A&M | ||||||||
| 3137 TAMU | COLLEGE STATION | TX | 77843 | 756001353 | 115 | $38,199 | SCIENTIFIC RESEARCH AND EDUCATION | |
| THE UNIVERSITY OF TEXAS AT ARLINGTON | ||||||||
| 140 W MITCHELL STREET | ARLINGTON | TX | 76019 | 756000121 | 115 | $26,050 | SCIENTIFIC RESEARCH AND EDUCATION | |
| UNIVERSITY OF CALIFORNIA DAVIS | ||||||||
| 1850 RESEARCH PARK DRIVE | DAVIS | CA | 95618 | 946036494 | 115 | $20,087 | SCIENTIFIC RESEARCH AND EDUCATION | |
| UNIVERSITY OF FLORIDA | ||||||||
| 207 GRINTER HALL | GAINSVILLE | FL | 32611 | 596002052 | 115 | $16,000 | SCIENTIFIC RESEARCH AND EDUCATION | |
| UNIVERSITY OF GEORGIA | ||||||||
| 101 HERTY DRIVE | ATHENS | GA | 30602 | 115 | $18,500 | SCIENTIFIC RESEARCH AND EDUCATION | ||
| UNIVERSITY OF VERMONT | ||||||||
| 85 SOUTH PROSPECT STREET | BURLINGTON | VT | 05405 | 115 | $72,745 | SCIENTIFIC RESEARCH AND EDUCATION | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 14 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (8 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| AFE SCHOLARSHIPS | 19 | $42,800 |
| ALTMAN FAMILY SCHOLARSHIP | 3 | $15,000 |
| BALL SCHOLARSHIPS | 16 | $55,250 |
| DEMAREE BUSINESS SCHOLARSHIP | 1 | $2,500 |
| ECKE SCHOLARSHIP | 2 | $10,000 |
| MOSMILLER SCHOLARSHIPS | 2 | $4,000 |
| YOUNG PROFESSIONAL COUNCIL | 16 | $2,000 |
| ARIZONA RETAIL TRAVEL GRANT | 1 | $1,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROGRESS REPORTS AND CONTINUING FUNDING APPLICATIONS ARE REQUIRED FOR ALL GRANTS. THESE ARE REVIEWED ANNUALLY BY BOARD COMMITTEES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, PART VII, LINE 5 | FormAndLineReferenceDesc |
| Explanation | THROUGH JUNE 2018, AMERICAN FLORAL ENDOWMENT RECEIVED SERVICES FROM EMPLOYEES WHO WERE COMPENSATED BY THE SOCIETY OF AMERICAN FLORISTS AND ORNAMENTAL HORTICULTURISTS, AN UNRELATED ORGANIZATION. IN TERMS WITH AN AGREEMENT RELATING TO SUCH SERVICES, SAF PROVIDED EMPLOYEES WHO PROVIDED SERVICES TO AFE IN RETURN FOR A MANAGEMENT/ADMINISTRATIVE FEE. AFE'S EXECUTIVE DIRECTOR RECEIVED $55,054 FROM SAF DURING THE CALENDAR YEAR 2018. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | AN EXECUTIVE COMMITTEE CONSISTS OF THE ELECTED OFFICERS OF THE CORPORATION AND UP TO FOUR ADDITIONAL TRUSTEES, AS ELECTED BY THE BOARD. THEY MAY ACT IN PLACE OF THE BOARD OF DIRECTORS WHEN THE BOARD IS NOT IN SESSION, PROVIDED THAT THE EXECUTIVE COMMITTEE REPORT TO AND HAVE ITS ACTIONS RATIFIED BY THE BOARD OF TRUSTEES AT THE NEXT MEETING OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE ACCOUNTANT AND THE EXECUTIVE DIRECTOR. ANY REQUIRED CHANGES ARE DISCUSSED WITH THE TAX AUDITORS AND THE REVISED COPY IS SENT BACK TO ACCOUNTANT AND THE EXECUTIVE FOR SECOND REVIEW. A COPY OF THE FORM 990 IS PROVIDED TO THE TRUSTEES PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ENDOWMENT REQUIRES ANNUALLY A SIGNED COMPLIANCE STATEMENT FROM ALL RESPONSIBLE PARTIES. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE CHAIRMAN AND THE PAST CHAIRMAN HAVE THE PRIMARY RESPONSIBILITY TO PERFORM THE ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR. IT IS THE RESPONSIBILITY OF THE PAST CHAIRMAN TO REVIEW THIS ANNUAL PROCESS WITH THE CURRENT CHAIRMAN ANNUALLY. THE EXECUTIVE DIRECTOR WILL SUBMIT TO THE CHAIRMAN AND PAST CHAIRMAN HER ANNUAL SELF-EVALUATION, NO LATER THAN MAY 15 OF EACH YEAR. THE CHAIRMAN AND PAST CHAIRMAN WILL REVIEW THIS DOCUMENT AND THE CHAIRMAN WILL CONDUCT A REVIEW WITH THE EXECUTIVE DIRECTOR TO ANSWER ANY QUESTIONS AND DISCUSS PERFORMANCE. THIS CAN BE DONE BY THE CHAIRMAN ONLY AND BY PHONE OR IN-PERSON. FOLLOWING THIS DISCUSSION/MEETING, THE CHAIRMAN WILL SHARE THE SELF-EVALUATION AND DISCUSSION INFORMATION WITH THE PAST CHAIRMAN, AND THEY WILL JOINTLY MAKE A RECOMMENDATION TO THE EXECUTIVE COMMITTEE. THEY WILL ALSO HAVE ACCESS TO SALARY, BENEFITS SURVEY INFORMATION CONDUCTED ANNUALLY BY THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES (ASAE), IN ORDER TO ENSURE COMPENSATION AND BENEFITS ARE FAIR AND WITHIN THE ASSOCIATION PROFESSION. THIS FULL PROCESS OF THE ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR SHOULD BE COMPLETED PRIOR TO THE END OF AFE'S FISCAL YEAR (JUNE 30). |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ENDOWMENT MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST TO THE AMERICAN FLORAL ENDOWMENT. |
| FORM 990, PART XII, LINE 2C | THE REVIEW PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORAL MARKETING RESEARCH FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 N FAIRFAX ST SUITE 201 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461488496 | EIN |
| Primary Activities | PROMOTION OF FLORICULTURE RESEARCH | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN FLORAL ENDOWMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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