2025-08-28T17:08:27-05:00 2024-12-31 750807999 SPROLES WOODARD LLP 777 MAIN STREET SUITE 3250 FORT WORTH TX 761025304 990 2024-01-01 752198196 BOTANICAL RESEARCH INSTITUTE OF TEXAS INC BOTA 8173324441 1700 UNIVERSITY DRIVE FORT WORTH TX 76107 PATRICK NEWMAN EXECUTIVE DIRECTOR 8173324441 2025-08-04 0 JOHN VINCENT DAVILA P01434256 8173321328 2025-08-04 2024 2025-03-06 01:10:19Z PATRICK NEWMAN 1700 UNIVERSITY DRIVE FORT WORTH TX 761073400 22751413 0 X WWW.BRIT.ORG X 1987 TX EXPLORE, DISCOVER, ENGAGE: WE EXPLORE THE CRITICALLY IMPORTANT WORLD OF PLANTS, COLLABORATE TO DISCOVER THE ROLE THEY PLAY IN OUR CULTURAL AND NATURAL ENVIRONMENTS, AND ENGAGE PEOPLE TO CONSERVE NATURE AND IMPROVE THE HUMAN EXPERIENCE. 25 25 162 0 13398 12397 13444975 15752020 3901498 3993031 60361 358639 1589105 2173321 18995939 22277011 0 0 0 0 8439966 8820238 0 0 700408 6760036 7846114 15200002 16666352 3795937 5610659 16865748 21814749 3686628 3025321 13179120 18789428 X EXPLORE, DISCOVER, ENGAGE: WE EXPLORE THE CRITICALLY IMPORTANT WORLD OF PLANTS, COLLABORATE TO DISCOVER THE ROLE THEY PLAY IN OUR CULTURAL AND NATURAL ENVIRONMENTS, AND ENGAGE PEOPLE TO CONSERVE NATURE AND IMPROVE THE HUMAN EXPERIENCE. 0 0 2935290 1078789 RESEARCH. BRIT'S RESEARCH PROGRAM IS THE FOUNDATIONAL ACTIVITY UPON WHICH THE INSTITUTE ACHIEVES ITS MISSION. BRIT ACTS AS A CATALYST WITHIN THE SCIENTIFIC COMMUNITY TO ADDRESS GLOBALLY CHALLENGING PROBLEMS BY USING VARIOUS BOTANICAL LENSES (TAXONOMY, ECOLOGICAL/ENVIRONMENTAL, AND GENOMICS). RESEARCH CONDUCTED BY BRIT MAKES THE WORLD A BETTER PLACE, SOMETIMES DIRECTLY THROUGH IMPROVEMENTS TO LIFE AND SOMETIMES INDIRECTLY THROUGH INCREASING OUR UNDERSTANDING OF THE WORLD WHICH ALLOWS US TO BECOME MORE RESPONSIBLE CITIZENS OF THE PLANET. 1213536 469765 EDUCATION. BRIT DEVELOPS AND PRESENTS NUMEROUS EDUCATION PROGRAMS COVERING VARIOUS TOPICS IN BOTANY, ECOLOGY AND CONSERVATION. PROGRAMS ARE PRESENTED TO VARIOUS GROUPS INCLUDING EDUCATORS, STUDENTS AND THE PUBLIC. THE BRIT SEED (SCIENCE-BASED EXPERIENTIAL EDUCATION DESIGN) SCHOOL FOR EDUCATORS INSPIRES AND SUPPORTS EDUCATORS IN CONNECTING CHILDREN TO NATURE THROUGH THE USE OF OUTDOOR CLASSROOMS, NATURE AND URBAN ENVIRONMENTS. BRIT PROVIDES CONTINUING EDUCATION OPPORTUNITIES THAT COMBINE RESEARCH-BASED BEST PRACTICES WITH HANDS-ON, REAL WORLD LEARNING THROUGH OUTDOOR INQUIRY, PLACE-BASED EDUCATION AND CULTURALLY RESPONSIVE TEACHING. 9229996 3476269 GARDEN. EFFECTIVE OCTOBER 1, 2020, THE BOTANICAL INSTITUTE OF TEXAS (BRIT) ENTERED INTO AN AGREEMENT WITH THE CITY OF FORT WORTH TO MANAGE THE FORT WORTH BOTANIC GARDEN (FWBG). FWBG IS A 110-ACRE BOTANIC GARDEN ADJACENT TO BRIT IN THE CULTURAL DISTRICT OF FORT WORTH, TEXAS. THE GARDEN IS OPEN TO THE PUBLIC AND CONTAINS VARIOUS HORTICULTURAL DISPLAYS INCLUDING A JAPANESE GARDEN AND A ROSE GARDEN. IN ADDITION TO INDIVIDUAL VISITATION, THE GARDEN IS ALSO USED FOR MANY EDUCATIONAL PROGRAMS AND SCHOOL FIELD TRIPS. 414516 310281 COLLECTIONS. THE CORNERSTONE OF THE BOTANICAL RESEARCH INSTITUTE OF TEXAS IS ITS HERBARIUM AND BOTANICAL LIBRARY. BRIT'S HERBARIUM, A COLLECTION OF MORE THAN ONE MILLION DRIED PLANT SPECIMENS REPRESENTING MUCH OF EARTH'S PLANT DIVERSITY, IS AMONG THE LARGEST IN THE UNITED STATES. BRIT'S COLLECTIONS-BASED RESEARCH PROVIDES INFORMATION FOR CONSERVATION PURPOSES AND IS A RESOURCE FOR RESEARCH SCIENTISTS, STUDENTS, TEACHERS, PLANT ENTHUSIASTS, GARDENERS, HOSPITALS, AND MANY OTHERS. BRIT'S PLANT COLLECTIONS AND EDUCATIONAL PROGRAMS ARE OPEN TO THE PUBLIC TO HELP FULFILL OUR MISSION TO ACHIEVE PUBLIC UNDERSTANDING OF THE VALUE THAT PLANTS BRING TO LIFE.PRESS. IN ADDITION TO THE SPECIFIC PROGRAMS DESCRIBED ON LINES 4A, 4B, AND 4C, BRIT PUBLISHES THE JOURNAL OF BOTANICAL RESEARCH OF TEXAS (JBRIT), WHICH PRESENTS RESEARCH FROM BRIT RESEARCHERS AS WELL AS LEADING RESEARCHERS FROM OTHER ORGANIZATIONS THROUGHOUT THE WORLD. BRIT ALSO PUBLISHES MONOGRAPHS AND BOTANICAL BOOKS SUCH AS THE ILLUSTRATED FLORA OF NORTH TEXAS AND THE ILLUSTRATED FLORA OF EAST TEXAS WHICH ARE LEADING WORKS IN BOTANICAL EDUCATION IN TEXAS. 414516 310281 13793338 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 138 0 1 162 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X KERI BARFIELD 8175468690 1700 UNIVERSITY DRIVE FORT WORTH TX 761073400 MR GREG BIRD IMMEDICATE PAST CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 MR EDWARD P BASS VICE CHAIR OF THE BOARD 1.00 X X 0 0 0 MR CRAIG HAMILTON TREASURER 1.00 X X 0 0 0 DR R NOWELL DONOVAN DIRECTOR EMERITUS 1.00 X 0 0 0 MR G CLARK KEMBLE MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR MICHAEL MALONE MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR WILLIAM BRENTLINGER CHAIRMAN OF THE BOARD 4.00 X X 0 0 0 MR STEVEN BRAUER JR MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR KACEY CORNELIUS MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MS KRISTIN ODOM CHAIRMAN OF THE BOARD ELECT 1.00 X 0 0 0 MS ELIZABETH COMELSEN MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MS LAUREN ASHTON MONCRIEF MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MS DEBBIE REYNOLDS MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MS ESTELA MARTINEZ MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 CAPT BOB O'KENNON DIRECTOR EMERITUS 1.00 X 0 0 0 MR WILLIAM WELDER MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR PATRICK REDDELL MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR ERIC REED MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR BRAD BARNES MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR H TERRY SIEGEL MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR NICHOLAS WANZOR MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MS ELIZABETH WADDILL MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MS JESSICA MCEACHERN ADVISORY MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR GREGORY FITZGERALD MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR BOURKE HARVEY MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MS GAIL LANDRETH MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR JONATHAN CRANZ MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR PATRICK NEWMAN CEO & EXECUTIVE DIRECTOR 50.00 X 352620 0 24417 MR ROBERT BYERS EXECUTIVE VICE PRESIDENT 50.00 X 158921 0 9048 DR PETER FRITSCH VICE PRESIDENT RESEARCH & HERBARIUM DIRECTOR 50.00 X 130816 0 18309 MS KERI BARFIELD CFO 50.00 X 124684 0 14965 MS SARA RICHARDSON VICE PRESIDENT OF ADVANCEM 50.00 X 120309 0 9264 887350 0 76003 5 0 1 0 LJ DESIGN & CONSTRUCTION LLC 6548 PEDEN RD FORT WORTH TX 76179 CONTRACTED SERVICES TO DESIGN THE FAMILY 972006 TERRA DESIGN STUDIOS LLC 241 MCKINNEY ROAD WEXFORD PA 15090 DESIGN FOR NEW PROJECTS 657620 BYRNE CONSTRUCTION SERVICES 551 E BERRY STREET FORT WORTH TX 76110 CONTRACTED SERVICES TO BUILD THE FAMILY 380949 STUDIO OUTSIDE 824 EXPOSITION AVE STE 5 DALLAS TX 75226 CONTRACTED SERVICES TO DESIGN THE FAMILY 204725 M GALE & ASSOCIATES 329 S MAIN ST STE 201 FORT WORTH TX 76104 CONTRACTED SERVICES TO ASSIST FAMILY GAR 159500 5 823203 2777256 12151561 15752020 PROGRAM AND EXHIBIT FEES 611600 3586382 3586382 PUBLICATION FEES 513130 174265 174265 FIELD SCHOOL AND CAMP FEES 611600 163317 163317 ROYALTY INCOME 513120 69067 69067 3993031 358639 358639 817850 0 817850 817850 817850 1644654 474402 1170252 1156854 13398 MISCELLANEOUS INCOME 900099 165476 165476 CITY PROJECT REIMBURSEMENT 541900 19743 19743 185219 22277011 5335104 13398 1176489 X 1007922 110189 726162 171571 6174807 5651325 300918 222564 175375 132893 31940 10542 933816 722041 159221 52554 528318 406213 91803 30302 71072 71072 100393 89756 10637 120373 1669 118704 112390 112390 238938 230531 7822 585 28605 20058 7037 1510 816682 618718 148836 49128 160658 160658 CONTRACT SERVICES 3235273 3190907 34021 10345 REPAIRS & MAINTENANCE 433394 430521 2873 UTILITIES 384099 384099 AGRICULTURE 370685 370685 1773552 1321343 314412 137797 16666352 13793338 2172606 700408 3889250 3422134 4069425 5515354 1620261 2029923 143495 101431 329730 404640 5383577 4256391 1491220 1127186 5263247 9189273 59120 24808 16865748 21814749 3323962 2805327 362666 219994 3686628 3025321 X 6232069 3798690 6947051 14990738 13179120 18789428 16865748 21814749 5610659 -351 0 X X 0 1 X 1 1 1 X 2369863 2386764 7824217 7388432 9566777 29536053 2369863 2386764 7824217 7388432 9566777 29536053 6929036 22607017 240860 534183 660162 887006 1176489 3498700 24897 147978 122053 17539 13398 325865 -4126 185219 181093 33541711 2237169 0.67400 0.64510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 71409853 215566 7729675 2800293 76559962 65331909 35000 8905868 2862924 71409853 76870133 48234 9110683 2475775 65331909 69161626 282250 10279242 2852985 76870133 63166703 1846660 6715080 2566817 69161626 0.75000 0.25000 0 1 1 1207153 344949 862204 3943678 3740008 203670 232746 171434 61312 1127186 22737648 -351 460988 460637 22277011 0 22277011 17127340 460988 460988 16666352 0 16666352 PART XI, LINE 2D - OTHER ADJUSTMENTS: INDIRECT COSTS OFFSET INDIRECT EXPENSE 460,988. PART XI, LINE 4B - OTHER ADJUSTMENTS: NON-CASH DONATIONS PART XII, LINE 2D - OTHER ADJUSTMENTS: INDIRECT COSTS OFFSET INDIRECT EXPENSE 460,988. PART III, LINE 4: HERBARIA AND LIBRARY COLLECTIONS: THE ORIGINAL COLLECTIONS FROM SMU ARE HELD UNDER THE TERMS OF A PERMANENT LOAN ARRANGEMENT FROM THAT UNIVERSITY, AND THE ORIGINAL COLLECTIONS FROM VANDERBILT UNIVERSITY ARE AN OUTRIGHT GIFT AS STATED IN A MEMORANDUM OF UNDERSTANDING WITH THAT INSTITUTION. ALL COLLECTIONS ACCUMULATED ASIDE FROM THE ADDITIONS OF THOSE COLLECTIONS, AND DESIGNATED AS "BRIT", ARE GOVERNED ENTIRELY BY THE PROTOCOLS OF BRIT AS APPROVED BY ITS BOARD OF TRUSTEES. THESE COLLECTIONS ARE HELD FOR PUBLIC EDUCATION AND RESEARCH RATHER THAN FOR FINANCIAL GAIN. THESE COLLECTIONS ARE PROTECTED, CARED FOR, AND PRESERVED BY BRIT. AS THESE COLLECTIONS ARE CONSIDERED BOTANICAL TREASURES, A FAIR VALUE IS NOT READILY DETERMINABLE AND, THEREFORE, COLLECTION ITEMS ARE NOT CAPITALIZED AND ARE EXCLUDED FROM THE STATEMENT OF FINANCIAL POSITION. ANY EXPENDITURES RELATED TO PURCHASES, SALES, OR INSURANCE RECOVERIES OF COLLECTION ITEMS ARE REPORTED SEPARATELY IN THE STATEMENT OF ACTIVITIES IN THE YEAR IN WHICH THEY OCCUR. PART V, ENDOWMENT FUNDS, LINE 4: BRIT'S ENDOWMENT FUNDS ARE TO SUPPORT GENERAL OPERATIONS, RESEARCH AND EDUCATION PROGRAMS OF THE INSTITUTION. 1 X X X X X 0 0 0 0 0 0 0 0 0 MR PATRICK NEWMAN CEO & EXECUTIVE DIRECTOR 352620 0 0 0 0 0 0 0 24417 0 377037 0 0 0 MR ROBERT BYERS EXECUTIVE VICE PRESIDENT 158921 0 0 0 0 0 0 0 9048 0 167969 0 0 0 X 136 977000 VALUE AT CONTRIBUTION 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B BRIT'S FORM 990 AND SUPPORTING SCHEDULES ARE REVIEWED IN DETAIL AND APPROVED BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES. FOLLOWING APPROVAL BY THE FINANCE COMMITTEE, THE RETURN IS PROVIDED TO THE ENTIRE BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BRIT ANNUALLY REVIEWS CONFLICT OF INTEREST POLICY WITH ALL DIRECTORS, OFFICERS AND EMPLOYEES. ALL ARE REQUIRED TO COMPLETE A STATEMENT EITHER AFFIRMING NO POTENTIAL CONFLICTS EXIST OR DETAILING POTENTIAL CONFLICTS AND THE LATTER ARE ALL INVESTIGATED AND APPROPRIATE ACTION TAKEN. FORM 990, PART VI, SECTION B, LINE 15 ANNUAL SALARY ADJUSTMENTS FOR OFFICERS ARE REVIEWED BY AN INDEPENDENT COMMITTEE OF THE BOARD. CURRENT COMPENSATION INFORMATION IS GATHERED FOR SIMILAR ORGANIZATIONS AND REVIEWED BY THE EXECUTIVE COMMITTEE OR THE HUMAN RESOURCES COMMITTEE. PERIODICALLY AN INDEPENDENT CONSULTING FIRM IS ENGAGED TO REVIEW THE INSTITUTION'S SALARY STRUCTURE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS AS WELL AS ITS GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC DURING REGULAR BUSINESS HOURS AT THE ORGANIZATION'S ADMINISTRATIVE OFFICES. FORM 990, PART IX, LINE 24E FINANCIAL FEES: PROGRAM SERVICE EXPENSES 263,833. MANAGEMENT AND GENERAL EXPENSES 6. FUNDRAISING EXPENSES 54,313. TOTAL EXPENSES 318,152. COMPUTER HARDWARE-SOFTWARE COSTS: PROGRAM SERVICE EXPENSES 90,402. MANAGEMENT AND GENERAL EXPENSES 149,804. FUNDRAISING EXPENSES 1,314. TOTAL EXPENSES 241,520. SUPPLIES: PROGRAM SERVICE EXPENSES 221,068. MANAGEMENT AND GENERAL EXPENSES 6,664. FUNDRAISING EXPENSES 6,894. TOTAL EXPENSES 234,626. PRINTING & DUPLICATION: PROGRAM SERVICE EXPENSES 166,142. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 38,646. TOTAL EXPENSES 204,788. OFFICE & FIELD EQUIPMENT RENTAL: PROGRAM SERVICE EXPENSES 148,885. MANAGEMENT AND GENERAL EXPENSES 31,875. FUNDRAISING EXPENSES 3,609. TOTAL EXPENSES 184,369. JANITORIAL & TRASH SERVICES: PROGRAM SERVICE EXPENSES 119,078. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 119,078. CATERING & FOOD: PROGRAM SERVICE EXPENSES 47,435. MANAGEMENT AND GENERAL EXPENSES 6,060. FUNDRAISING EXPENSES 12,466. TOTAL EXPENSES 65,961. MINOR TOOLS & FIELD EQUIPMENT: PROGRAM SERVICE EXPENSES 52,519. MANAGEMENT AND GENERAL EXPENSES 183. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 52,702. TELEPHONE & DATA SERVICES: PROGRAM SERVICE EXPENSES 14,751. MANAGEMENT AND GENERAL EXPENSES 35,187. FUNDRAISING EXPENSES 720. TOTAL EXPENSES 50,658. DUES AND MEMBERSHIP: PROGRAM SERVICE EXPENSES 34,150. MANAGEMENT AND GENERAL EXPENSES 7,268. FUNDRAISING EXPENSES 7,976. TOTAL EXPENSES 49,394. SECURITY & SAFETY: PROGRAM SERVICE EXPENSES 46,155. MANAGEMENT AND GENERAL EXPENSES 2,377. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,532. LICENSE & FEES: PROGRAM SERVICE EXPENSES 11,554. MANAGEMENT AND GENERAL EXPENSES 36,212. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,766. POSTAGE & DELIVERY: PROGRAM SERVICE EXPENSES 23,875. MANAGEMENT AND GENERAL EXPENSES 3,084. FUNDRAISING EXPENSES 8,433. TOTAL EXPENSES 35,392. MISCELLANEOUS EXPENSE: PROGRAM SERVICE EXPENSES 30,691. MANAGEMENT AND GENERAL EXPENSES 3,285. FUNDRAISING EXPENSES 150. TOTAL EXPENSES 34,126. STAFF DEVELOPMENT AND MEETINGS: PROGRAM SERVICE EXPENSES 16,251. MANAGEMENT AND GENERAL EXPENSES 14,093. FUNDRAISING EXPENSES 1,430. TOTAL EXPENSES 31,774. HONORARIA: PROGRAM SERVICE EXPENSES 10,500. MANAGEMENT AND GENERAL EXPENSES 4,500. FUNDRAISING EXPENSES 468. TOTAL EXPENSES 15,468. BOOKS & PERIODICALS: PROGRAM SERVICE EXPENSES 11,436. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,436. PAGE & PUBLICATION COSTS: PROGRAM SERVICE EXPENSES 8,255. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,255. REPRESENTATION: PROGRAM SERVICE EXPENSES 4,303. MANAGEMENT AND GENERAL EXPENSES 3,074. FUNDRAISING EXPENSES 787. TOTAL EXPENSES 8,164. RECRUITING EXPENSE: PROGRAM SERVICE EXPENSES 60. MANAGEMENT AND GENERAL EXPENSES 7,509. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,569. BEREAVEMENT/CONGRATULATIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,231. FUNDRAISING EXPENSES 591. TOTAL EXPENSES 3,822. BRIT FOUNDATION 1700 UNIVERSITY DRIVE FORT WORTH TX 76107 823290786 HOLDS THE ENDOWMENT INVESTMENTS TO BENEFIT BOTANICAL RESEARCH INSTITUTE OF T TX 501(C)(3) LINE 12A, I BOTANICAL RESEARCH INSTITUTE OF TEXAS 0 BRIT LANDOWNER 1700 UNIVERSITY DRIVE FORT WORTH TX 76107 823291007 HOLDS THE BUILDING IN BENEFIT BOTANICAL RESEARCH INSTITUTE OF TEXAS TX 501(C)(3) LINE 12A, I BOTANICAL RESEARCH INSTITUTE OF TEXAS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0