2019-07-26T13:24:43-05:00 2018-12-31 431305800 UHY ADVISORS MO INC 15 SUNNEN DRIVE SUITE 100 ST LOUIS MO 631433819 990 2018-01-01 430666759 MISSOURI BOTANICAL GARDEN BOARD OF TRUSTEES MISS 3145775100 4344 SHAW BOULEVARD ST LOUIS MO 63110 ROBERT WOODRUFF CHIEF OPERATING OFFICER 3145775100 2019-07-26 1 DENISE PISCIOTTA P00560435 3146151200 2019-07-23 209.99.101.4 2019-07-26 10:23:54 CD P 502E33A4FC279B300A86B690E3AAAC90B6E5357D FD4119AD276F92F275D9BB3736BF2AA1CC48D7B8 2018 2019-02-21 02:37:17Z DR PETER WYSE JACKSON 4344 SHAW BOULEVARD ST LOUIS MO 63110 68121162 0 X MISSOURIBOTANICALGARDEN.ORG X 1859 MO DISCOVER/SHARE KNOWLEDGE ABOUT PLANTS AND THEIR ENVIRONMENT IN ORDER TO PRESERVE AND ENRICH LIFE. 33 33 497 1901 0 0 44191294 39619263 6382001 6461928 2765854 3123517 1815348 1508132 55154497 50712840 301109 306442 0 0 25177436 25354086 34309 85518 1585222 19697984 20199219 45210838 45945265 9943659 4767575 248971697 239738926 14292366 12595645 234679331 227143281 X TO DISCOVER AND SHARE KNOWLEDGE ABOUT PLANTS AND THEIR ENVIRONMENT IN ORDER TO PRESERVE AND ENRICH LIFE. 0 0 9883513 5047476 HORTICULTURE: THE GARDENS 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 EX SITU CONSERVATION EFFORTS WITH THE GARDENS LIVING COLLECTIONS INCLUDED 1,230 SPECIES OF CONSERVATION CONCERN AND THE GARDENS SEED BANK HELD 34% OF STATE OF MISSOURI'S NATIVE FLORA. OUR PLANT COLLECTIONS INCLUDED 17,200 TAXA AND 7,900 SPECIES. THE GARDEN'S 76 ACRES FEATURE INDOOR AND OUTDOOR PLANT DISPLAYS THAT ATTRACTED 1,037,216 VISITORS TO ALL SITES IN 2018. HOME GARDENERS AROUND THE WORLD REGULARLY UTILIZE THE GARDEN'S ON-SITE AND DIGITAL RESOURCES. THERE WERE MORE THAN 20,000,000 VISITS TO THE GARDENING WEB RESOURCES IN 2018. 12341932 306442 185967 SCIENCE: THE MISSOURI BOTANICAL GARDEN IS A WORLD LEADER IN PANT DISCOVERY AND PLANT CONSERVATION AROUND THE WORLD. IN 2018, GARDEN SCIENTISTS DESCRIBED AROUND 200 NEW PLANT SPECIES, APPROXIMATELY 10 PERCENT OF THE GLOBAL TOTAL. THE GARDEN'S HERBARIUM CONTAINS APPROXIMATELY 7.5 MILLION SPECIMENS, MAKING IT ONE OF THE LARGEST AND MOST COMPREHENSIVE PLANT SPECIMEN LIBRARIES IN THE WORLD. THE HERBARIUM SERVES AS A GLOBAL DATABASE OF PLANTS AND IS 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 TO ITS TROPICOS DATABASE, AS IT WORKS WITH PARTNERS AROUND THE GLOBE TO DIGITALLY DOCUMENT ALL KNOWN PLANT LIFE BY 2020. 5701411 440809 EDUCATION: THE GARDEN TAKES SERIOUSLY ITS MISSION TO SHARE KNOWLEDGE ABOUT PLANTS AND THE ENVIRONMENT WITH PEOPLE OF ALL AGES. IN 2018, MORE THAN 330,000 PEOPLE PARTICIPATED IN EDUCATIONAL EXPERIENCES LED BY THE MISSOURI BOTANICAL GARDEN, FROM ON-SITE CLASSES AND EVENTS TO YEAR-LONG PROGRAMS AND COMMUNITY-BASED PROJECTS. OF THIS NUMBER, 58,000 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. IN 2018, OUR PROGRAMS ACTIVATED MORE THAN 1,000 CITIZEN SCIENTISTS TO DOCUMENT LOCAL BIODIVERSITY AND MORE THAN 800 CITIZEN STEWARDS TO REMOVE 300,000 INVASIVE PLANTS IN PRIORITY HABITATS. 8374776 1945068 1) PUBLIC PROGRAMS: PUBLIC EVENTS SUCH AS THE BEST OF MISSOURI MARTKET. 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. 8374776 1945068 36301632 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 1 192 0 1 497 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 33 33 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X JENNIFER MULCH 3145579439 4344 SHAW BLVD ST LOUIS MO 63110 CATHERINE B BERGES VICE CHAIR 1.50 X X 0 0 0 DANIEL A BURKHARDT TRUSTEE 1.00 X 0 0 0 LELIA J FARR TRUSTEE 1.00 X 0 0 0 DAVID M HOLLO CHAIR 2.00 X X 0 0 0 KIRK A IMHOF 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 CHARLES E KOPMAN TRUSTEE 1.00 X 0 0 0 DAVID J KOWACH TRUSTEE 1.00 X 0 0 0 CHRIS LEWIS TRUSTEE 1.00 X 0 0 0 CAROLYN W LOSOS TRUSTEE 1.00 X 0 0 0 W STEPHEN MARITZ TRUSTEE 1.00 X 0 0 0 CYNTHIA S PETERS TRUSTEE 1.00 X 0 0 0 NICHOLAS L REDING TRUSTEE 1.00 X 0 0 0 MARSHA J RUSNACK TRUSTEE 1.00 X 0 0 0 JOHN SAUNDERS 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 MICHAEL K STERN TRUSTEE 1.00 X 0 0 0 ANDREW C TAYLOR TRUSTEE 1.00 X 0 0 0 EUGENE M TOOMBS TRUSTEE 1.00 X 0 0 0 LISA TRULASKE TRUSTEE 1.00 X 0 0 0 JOSEPHINE WEIL TRUSTEE 1.00 X 0 0 0 ROBERT M WILLIAMS JR TRUSTEE 1.00 X 0 0 0 DR THOMAS F GEORGE TRUSTEE 1.00 X 0 0 0 BENJAMIN H HULSEY TRUSTEE 1.00 X 0 0 0 HON LYDA KREWSON TRUSTEE 1.00 X 0 0 0 DR FRED P PESTELLO TRUSTEE 1.00 X 0 0 0 DR JEFF PITTMAN TRUSTEE 1.00 X 0 0 0 BISHOP GEORGE WAYNE SMITH TRUSTEE 1.00 X 0 0 0 STEVEN V STENGER TRUSTEE 1.00 X 0 0 0 RICK SULLIVAN TRUSTEE 1.00 X 0 0 0 DR MARK S WRIGHTON TRUSTEE 1.00 X 0 0 0 DR PETER WYSE JACKSON PRESIDENT 40.00 X 352442 0 71748 ROBERT WOODRUFF CHIEF OPERATING OFFICER, SECRETARY 40.00 X 246090 0 12889 CHARLES MILLER VICE PRESIDENT INFO TECH & CIO 40.00 X 195355 0 18281 JAMES MILLER SR. VICE PRESIDENT SCIENCE & CONSERVATION 40.00 X 176009 0 18678 TERESA CLARK VICE PRESIDENT HUMAN RESOURCES 40.00 X 157507 0 9419 ANDREW WYATT VICE PRESIDENT HORTICULTURE 40.00 X 162200 0 17258 WILLIAM DALE DIRECTOR PLANNING AND SYSTEMS 40.00 X 154288 0 17435 PAUL BROCKMANN SR. VICE PRESIDENT GENERAL SERVICES 40.00 X 134534 0 14637 OLGA MARTHA MONTIEL VICE PRESIDENT CCSD 40.00 X 133649 0 12233 JENNIFER MULCH CONTROLLER 40.00 X 103188 0 13731 PORTER LOWRY DIRECTOR, AFRICA AND MADAGASCAR PROGRAM 40.00 X 121510 0 14886 DIANNE JOHNSON VICE PRESIDENT INSTITUTIONAL ADVANCEMENT 40.00 X 171882 0 11416 2108654 0 232611 15 1 1 0 TARLTON CORPORATION 5500 WEST PARK AVE ST LOUIS MO 63110 CONSTRUCTION SERVICES 2849128 ITK SOLUTIONS GROUP LLC 600 CUMMINGS CENTER BEVERLY MA 61915 IT CONSULTANT 270585 VANTAGELINKS LLC ONE CITY PLACE ST LOUIS MO 63141 IT SERVICES 212264 LENTS AND ASSOCIATES LLC 1750 S BRENTWOOD SUITE 552 ST LOUIS MO 63144 MANAGEMENT CONSULTANT 158616 SBS CREATIX LLC 1610 DES PERES RD ST LOUIS MO 63131 IT SERVICES 150185 7 4631807 178734 2206609 32602113 2069895 39619263 ADMISSIONS 900099 5018041 5018041 EDUCATION 611600 440809 440809 RENTAL INCOME-GARDEN 900099 404117 404117 PUBLIC PROGRAMS 900099 226904 226904 OVERHEAD RECOVERY 900099 186090 186090 185967 185967 6461928 2753561 2753561 63126 0 63126 63126 63126 16566607 6255 16200620 2286 365987 3969 369956 369956 130860 178734 179288 -48428 -48428 1980364 1026128 954236 954236 RESTAURANT/CATERING 900099 286192 286192 PROPERTY MANAGEMENT 900099 121798 121798 MISCELLANEOUS 900099 100615 51922 48693 30593 29436 1157 539198 50712840 7619320 0 3474257 147383 147383 159059 159059 2341268 1835603 410447 95218 17792620 13915437 3147102 730081 981448 771474 185927 24047 2807688 2247841 473222 86625 1431062 1134127 250644 46291 46875 4060 42815 110925 110925 85518 85518 537704 537704 4328222 3698830 541434 87958 486224 10224 446310 29690 3430382 2428451 907178 94753 1526979 1348843 155873 22263 646736 605271 38423 3042 83795 56261 26989 545 17783 12583 5022 178 4176398 3929295 203225 43878 631011 252887 370740 7384 EXHIBITS 1629571 1629633 -900 838 BUILDING & GROUNDS MAIN 884590 840935 34459 9196 MISCELLANEOUS 403954 399758 3352 844 ENTERTAINMENT 357811 70484 87224 200103 900259 803193 80296 16770 45945265 36301632 8058411 1585222 3037506 2253934 6960326 6755492 9410718 11854417 1882165 3045969 900473 786962 1000691 546339 160891135 88877434 70959634 72013701 141888212 119819606 12730409 22349468 201563 313038 248971697 239738926 10066912 7886619 1721734 2493025 2503720 2216001 14292366 12595645 X 82541966 80887570 70693904 0 81443461 146255711 234679331 227143281 248971697 239738926 X 4767575 -11310925 -992700 X 0 1 X 1 1 1 X 31414296 39803343 31475369 44191294 39619263 186503565 31414296 39803343 31475369 44191294 39619263 186503565 8179954 178323611 1926251 2649984 2568209 2663257 2753561 12561262 435837 272832 334885 1043554 200108381 0.89110 0.89120 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: RESTAURANT/CATERING - 2016 AMOUNT: $ 247,047. 2017 AMOUNT: $ 231,951. 2018 AMOUNT: $ 286,192. MISCELLANEOUS - 2016 AMOUNT: $ 73,437. 2017 AMOUNT: $ 40,881. 2018 AMOUNT: $ 48,693. BAD DEBT RECOVERIES - 2016 AMOUNT: $ 115,353. 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 0. 2962286 X X X 0 147924571 3944851 -10902348 3008199 137958875 121092899 10622333 19008429 2799090 147924571 110964436 1764296 9649581 1285414 121092899 114857337 2755713 -2087874 4560790 110964386 104501537 6101031 5156678 901509 114857737 0.10000 0.55000 0.35000 1 0 5333197 5333197 139937940 79706752 60231188 10614702 7350818 3263884 5005296 1819864 3185432 72013701 REAL ESTATE AND OTHER FUNDS 22349468 F 22349468 LIABILITY FOR GIFT ANNUITY PAYMENTS 2216001 2216001 X 39591416 -11310925 8965 1026128 -10275832 49867248 537704 307888 845592 50712840 46798199 8965 1567763 1576728 45221471 537704 186090 723794 45945265 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 30 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 1,026,128. PART XI, LINE 4B - OTHER ADJUSTMENTS: OVERHEAD RECOVERED FROM GRANTS AND CONTRACTS 186,090. TRANSFER TO MBG PROPERTIES 121,798. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES REPORTED BY MBG PROPERTIES, INC. 302,493. CHANGE IN VALUE OF ANNUITY AGREEMENTS 239,142. COST OF GOODS SOLD 1,026,128. PART XII, LINE 4B - OTHER ADJUSTMENTS: OVERHEAD EXPENSE RECOVERED FROM GRANTS AND CONTRACTS 186,090. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 3 PROGRAM SERVICES BOTANICAL RESEARCH 75518 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES BOTANICAL RESEARCH 22288 EUROPE (INCLUDING ICELAND & GREENLAND) 0 5 PROGRAM SERVICES BOTANICAL RESEARCH 329251 SOUTH AMERICA 0 19 PROGRAM SERVICES BOTANICAL RESEARCH 291435 SUB-SAHARAN AFRICA 0 210 PROGRAM SERVICES BOTANICAL RESEARCH 621152 0 237 0 0 0 237 1339644 0 1339644 RESEARCH FELLOWSHIP SOUTH AMERICA 1 6550 WIRED FUND CONSULTING SUB-SAHARAN AFRICA 2 93384 WIRED FUND RESEARCH FELLOWSHIP EAST ASIA AND THE PACIFIC 2 14162 WIRED FUND RESEARCH FELLOWSHIP/SCHOLARSHIP EUROPE (INCLUDING ICELAND & GREENLAND) 2 44963 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. X X X X X X X 1 THE ROME GROUP 3120 LOCUST ST ST LOUIS MO 63103 GRANT RESEARCH, WRITING SUPPORT 0 1596701 56969 1539732 THUMBS UP MARKETING 11861 WESTLINE INDUSTRIAL DR 600 ST LOUIS MO 63146 MEMBERSHIP ACQUISITION 0 14514 28549 -14035 1611215 85518 1525697 IL ROCK THE GARDEN 117107 66482 50625 48217 50960 10576 METAMORPHOSIS GALA (BH) 100178 60625 39553 24403 5472 625 14575 4 92309 51627 40682 5698 5228 1955 11579 309594 178734 130860 30101 5472 53445 53540 36730 179288 -48428 1 SUBSISTENCE AND TRAVEL 50 147383 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 X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 DR PETER WYSE JACKSON PRESIDENT 346698 0 0 0 5744 0 21505 0 50243 0 424190 0 0 0 ROBERT WOODRUFF CHIEF OPERATING OFFICER, SECRETARY 241878 0 0 0 4212 0 12831 0 58 0 258979 0 0 0 CHARLES MILLER VICE PRESIDENT INFO TECH & CIO 189617 0 0 0 5738 0 11609 0 6672 0 213636 0 0 0 JAMES MILLER SR. VICE PRESIDENT SCIENCE & CONSERV 170769 0 0 0 5240 0 10711 0 7967 0 194687 0 0 0 TERESA CLARK VICE PRESIDENT HUMAN RESOURCES 156446 0 0 0 1061 0 9387 0 32 0 166926 0 0 0 ANDREW WYATT VICE PRESIDENT HORTICULTURE 161280 0 0 0 920 0 10130 0 7128 0 179458 0 0 0 WILLIAM DALE DIRECTOR PLANNING AND SYSTEMS 151548 0 0 0 2740 0 9841 0 7594 0 171723 0 0 0 DIANNE JOHNSON VICE PRESIDENT INSTITUTIONAL ADVANCE 170432 0 0 0 1450 0 6209 0 5207 0 183298 0 0 0 PART I, LINE 1A THE PRESIDENT IS REQUIRED TO LIVE ON THE GARDEN PREMISES PER THE TRUST. THE VALUE OF THE LODGING IS NOT INCLUDED IN TAXABLE INCOME AS IT IS FURNISHED AS A REQUIREMENT OF EMPLOYMENT, ON THE PREMISES OF THE GARDEN AND IS FOR THE EMPLOYER'S CONVENIENCE. COMPANION TRAVEL AND SOCIAL CLUB DUES ARE NON-TAXABLE BENEFITS AS THEY SERVE A BUSINESS PURPOSE FOR THE GARDEN BY ENHANCING DEVELOPMENT AND NETWORKING OPPORTUNITIES WITHIN THE COMMUNITY. X 148992 EST FAIR MARKET VALUE X 48 1609163 STOCK QUOTE X SUPPLIES 196 320705 EST FAIR MARKET VALU 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 3 LENTS & ASSOCIATES, A PUBLIC RELATIONS FIRM, MANAGES THE COMMUNICATIONS DEPARTMENT. 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. THIS REVIEW OCCURRED IN 2018. 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. THESE REVIEWS OCCURRED IN 2018. 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 XI, LINE 9: CHANGE IN VALUE OF ANNUITY AGREEMENTS -239,142. MBG PROPERTIES -753,558. 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 1 0 MBG PROPERTIES INC I 121798 FAIR MARKET VALUE MBG PROPERTIES INC R 632000 FAIR MARKET VALUE