2020-10-28T09:27:33-05:00 2019-12-31 750807999 SPROLES WOODARD LLP 777 MAIN STREET SUITE 3250 FORT WORTH TX 761025304 990 2019-01-01 752198196 BOTANICAL RESEARCH INSTITUTE OF TEXAS BOTA 8173324441 1700 UNIVERSITY DRIVE FORT WORTH TX 76107 EDWARD SCHNEIDER EXECUTIVE DIRECTOR 8173324441 2020-10-01 JOHN VINCENT DAVILA P01434256 8173321328 2020-10-01 208.180.5.150 2020-10-01 09:21:24 CD P 9B3E5C6A3A54B7E19C8AEC03BFF95843EA919689 9B3E5C6A3A54B7E19C8AEC03BFF95843EA919689 2019 2021-01-29 14:40:06Z EDWARD SCHNEIDER 1700 UNIVERSITY DRIVE FORT WORTH TX 761073400 9322977 0 X WWW.BRIT.ORG X 1987 TX BRIT'S MISSION IS TO CONSERVE OUR NATURAL HERITAGE BY DEEPENING OUR KNOWLEDGE OF THE PLANT WORLD AND ACHIEVING PUBLIC UNDERSTANDING OF THE VALUE PLANTS BRING TO LIFE. X 32 32 59 1123 0 0 3853470 8137240 648142 927218 734720 0 110107 122646 5346439 9187104 0 0 0 0 3030020 3281445 0 0 869578 2446854 1811281 5476874 5092726 -130435 4094378 22987571 2980821 402098 381470 22585473 2599351 X THE BOTANICAL RESEARCH INSTITUTE OF TEXAS INC (BRIT) CONDUCTS RESEARCH AND PROVIDES EDUCATION IN ORDER TO CREATE AND SHARE KNOWLEDGE OF THE PLANT WORLD AND INSPIRE THE PUBLIC INTO ACTION FOR A SUSTAINABLE PLANET. BRIT SERVES AS A THINK TANK AND CATALYST TO DEVELOP BOTANICAL SOLUTIONS TO ADDRESS GLOBALLY CHALLENGING PROBLEMS. BRIT INSPIRES LEARNING AND FORMS INTERDISCIPLINARY COLLABORATIONS FOR CRITICAL RESEARCH WITHIN SCIENTIFIC, EDUCATIONAL, SOCIAL, CULTURAL, AND BUSINESS COMMUNITIES. 0 0 786014 393104 RESEARCH. BRIT'S RESEARCH PROGRAM IS THE FOUNDATIONAL ACTIVITY UPON WHICH THE INSTITUTE ACHIEVERS 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. 1973902 335015 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. 386336 506 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. 326813 198593 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. 326813 198593 3473065 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 0 1 0 0 0 1 62 0 1 59 1 1 1 0 0 0 0 0 0 0 0 0 X 32 32 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X CRAIG HAMILTON 8175468690 1700 UNIVERSITY DRIVE FORT WORTH TX 761073400 MR GREG BIRD CHAIRMAN OF THE BOARD 4.00 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 SECRETARY 1.00 X X 0 0 0 MS MARILYN GILBERT MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MS DANA BURGHDOFF MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR CHARLES AMATO MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR WILLIAM BRENTLINGER MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR JAMES DAY MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR WILLIAM K BURTON MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR JOSEPH DEWOODY MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR ERIK GUGGENHEIM MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR ARIC HEAD MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR RICHARD A HENDERSON MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 DR MARIE HOLLIDAY MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MS ADELAIDE LEAVENS MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR BOB MITCHELL MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MS LAUREN ASHTON MONCRIEF MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MRS DEBBIE MORRISON MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR PAXTON MOTHERAL MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 CAPT BOB O'KENNON MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MS MARY PALKO MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR ROSS PEREZ MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR WILLIAM WELDER MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR CARTER SMITH MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 THE HONORABLE FIFE SYMINTON MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR K SCOTT MCAFEE MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR JON TAGGART MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR KEVIN ROBNETT MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR LEWIS WALL MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MR NICHOLAS WANZOR MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 DR MICHAEL WILLIAMS MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 DR EDWARD SCHNEIDER PRESIDENT & EXECUTIVE DIRECTOR 50.00 X 327904 0 15550 DR PETER FRITSCH VICE PRESIDENT RESEARCH & HERBARIUM DIRECTOR 50.00 X 117915 0 14937 MS CHRISTIE ECKLER VICE PRESIDENT ADVANCEMENT 40.00 X 131990 0 8427 MS PAT HARRISON SENIOR VICE PRESIDENT EDUCATION 50.00 X 111841 0 5844 689650 0 44758 4 0 1 0 0 254083 279924 2652369 4950864 4741435 8137240 PROGRAM AND EXHIBIT FE 712110 621205 621205 PUBLICATION FEES 511130 107791 107791 FIELD SCHOOL AND CAMP 712110 104077 104077 ROYALTY INCOME 511120 94145 94145 927218 84459 18553 65906 65906 65906 117320 279924 117320 0 MISCELLANEOUS INCOME 900099 56740 56740 56740 9187104 927218 0 122646 X 734409 353574 171727 209108 2063757 1627226 181083 255448 71204 51167 7459 12578 213229 163709 28200 21320 198846 142643 27469 28734 58739 58739 12418 2604 175 9639 84866 35305 24824 24737 38009 38009 197035 163374 17597 16064 12357 7824 3833 700 46041 30092 7795 8154 78752 34294 35185 9273 CONTRACT SERVICES 283410 153904 21159 108347 REPAIRS & MAINTENANCE 201780 194401 3606 3773 PRINTING & DUPLICATION 135858 75605 3640 56613 SUPPLIES 90058 59269 8128 22661 571958 340065 149464 82429 5092726 3473065 750083 869578 2094154 1721823 1317572 449510 81510 342945 37795 51414 3296951 2881822 19440519 415129 16021 0 22987571 2980821 356962 184892 45136 196578 402098 381470 X 17228261 2058045 5357212 541306 22585473 2599351 22987571 2980821 X 4094378 -24080500 X 0 1 X 1 0 X 2033539 3845719 3608634 3853470 1363070 14704432 2033539 3845719 3608634 3853470 1363070 14704432 5601929 9102503 598038 733451 929748 574237 84459 2919933 631 1540 520 407 56740 59838 17684203 1888308 0.51470 0.32610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 56496295 1883458 7609081 2652369 169762 63166703 61281682 693969 -3252604 2226752 56496295 54602570 860397 7421885 1603170 61281682 51386963 1961212 2529065 1274670 54602570 53594277 531615 -1915786 823143 51386963 0.90000 0.10000 0 1 1 3296951 2881822 415129 415129 4494222 18553 18553 4475669 4711435 4711435 9187104 5111279 18553 18553 5092726 0 5092726 PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSE ITEMS RELATED TO RENTAL INCOME 18,553. PART XI, LINE 4B - OTHER ADJUSTMENTS: NON-CASH DONATIONS 4,711,435. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSE ITEMS RELATED TO RENTAL INCOME 18,553. 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. ANNUAL EVENT 397244 279924 117320 20963 14716 81641 397244 279924 117320 20963 14716 81641 117320 0 1 X X X X X 0 0 0 0 0 0 0 0 0 DR EDWARD SCHNEIDER PRESIDENT & EXECUTIVE DIRECTOR 295915 0 31989 0 0 0 0 0 0 0 327904 0 0 0 X 1122 4711435 VALUE AT CONTRIBUTION 0 0 0 BRIT TRANSFERRED THE BUILDING TO BRIT LANDOWNER. BRIT LANDOWNER WAS ORGANIZED AND IS TO BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF BRIT BY HOLDING AND MAINTAINING THE BUILDING ON BEHALF OF BRIT. 2019-07-01 19369065 823291007 BRIT LANDOWNER 1700 UNIVERSITY DRIVE FORT WORTH TX 76107 501 (C) (3) PUBLIC CHARITY 0 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 COMPUTER HARDWARE-SOFTWARE COSTS: PROGRAM SERVICE EXPENSES 21,705. MANAGEMENT AND GENERAL EXPENSES 42,087. FUNDRAISING EXPENSES 12,528. TOTAL EXPENSES 76,320. MISCELLANEOUS EXPENSE: PROGRAM SERVICE EXPENSES 3,325. MANAGEMENT AND GENERAL EXPENSES 59,071. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,396. UTILITIES: PROGRAM SERVICE EXPENSES 54,987. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,987. POSTAGE & DELIVERY: PROGRAM SERVICE EXPENSES 29,427. MANAGEMENT AND GENERAL EXPENSES 12,063. FUNDRAISING EXPENSES 12,205. TOTAL EXPENSES 53,695. JANITORIAL & TRASH SERVICES: PROGRAM SERVICE EXPENSES 52,138. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 52,138. OFFICE & FIELD EQUIPMENT RENTAL: PROGRAM SERVICE EXPENSES 33,879. MANAGEMENT AND GENERAL EXPENSES 8,774. FUNDRAISING EXPENSES 9,135. TOTAL EXPENSES 51,788. MINOR TOOLS & FIELD EQUIPMENT: PROGRAM SERVICE EXPENSES 44,068. MANAGEMENT AND GENERAL EXPENSES 1,171. FUNDRAISING EXPENSES 1,224. TOTAL EXPENSES 46,463. TELEPHONE & DATA SERVICES: PROGRAM SERVICE EXPENSES 23,947. MANAGEMENT AND GENERAL EXPENSES 5,792. FUNDRAISING EXPENSES 6,812. TOTAL EXPENSES 36,551. DUES AND MEMBERSHIP: PROGRAM SERVICE EXPENSES 11,731. MANAGEMENT AND GENERAL EXPENSES 4,322. FUNDRAISING EXPENSES 10,290. TOTAL EXPENSES 26,343. CATERING & FOOD: PROGRAM SERVICE EXPENSES 11,688. MANAGEMENT AND GENERAL EXPENSES 3,280. FUNDRAISING EXPENSES 6,479. TOTAL EXPENSES 21,447. FINANCIAL FEES: PROGRAM SERVICE EXPENSES 6,028. MANAGEMENT AND GENERAL EXPENSES 3,948. FUNDRAISING EXPENSES 8,753. TOTAL EXPENSES 18,729. REPRESENTATION : PROGRAM SERVICE EXPENSES 1,296. MANAGEMENT AND GENERAL EXPENSES 6,295. FUNDRAISING EXPENSES 9,381. TOTAL EXPENSES 16,972. BOOKS & PERIODICALS: PROGRAM SERVICE EXPENSES 16,603. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,603. SECURITY & SAFETY: PROGRAM SERVICE EXPENSES 16,477. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,477. STAFF DEVELOPMENT AND MEETINGS: PROGRAM SERVICE EXPENSES 6,135. MANAGEMENT AND GENERAL EXPENSES 1,222. FUNDRAISING EXPENSES 1,203. TOTAL EXPENSES 8,560. LICENSE & FEES: PROGRAM SERVICE EXPENSES 3,548. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,548. HONORARIA: PROGRAM SERVICE EXPENSES 1,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,500. TOTAL EXPENSES 3,500. RECRUITING EXPENSE: PROGRAM SERVICE EXPENSES 1,649. MANAGEMENT AND GENERAL EXPENSES 498. FUNDRAISING EXPENSES 446. TOTAL EXPENSES 2,593. BEREAVEMENT/CONGRATULATIONS: PROGRAM SERVICE EXPENSES 37. MANAGEMENT AND GENERAL EXPENSES 791. FUNDRAISING EXPENSES 116. TOTAL EXPENSES 944. PHOTO & VIDEO SERVICES: PROGRAM SERVICE EXPENSES 75. MANAGEMENT AND GENERAL EXPENSES 150. FUNDRAISING EXPENSES 600. TOTAL EXPENSES 825. DONOR MANAGEMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 757. TOTAL EXPENSES 757. PAGE & PUBLICATION COSTS: PROGRAM SERVICE EXPENSES 322. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 322. FORM 990, PART XI, LINE 9: NON-CASH DONATIONS -4,711,435. TRANSFER OF BUILDING TO SUPPORTING ORGANIZATION BRIT LANDOWNER -19,369,065. 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 1 0 BRIT LANDOWNER R 19369065 BOOK VALUE