2018-07-26T11:29:56-05:00 2017-12-31 341884125 CBIZ MHM LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2017-01-01 430666759 MISSOURI BOTANICAL GARDEN BOARD OF TRUSTEES MISS 3145775100 4344 SHAW BOULEVARD SAINT LOUIS MO 63110 ROBERT WOODRUFF CHIEF OPERATING OFFICER 3145775100 2018-07-25 1 AMY A O'LOUGHLIN P00869687 6022646835 2018-07-25 2017 2022-09-23 18:48:47Z X DR PETER WYSE JACKSON 4344 SHAW BOULEVARD SAINT LOUIS MO 63110 88551567 0 X MISSOURIBOTANICALGARDEN.ORG X 1859 MO DISCOVER/SHARE KNOWLEDGE ABOUT PLANTS AND THEIR ENVIRONMENT IN ORDER TO PRESERVE AND ENRICH LIFE. 31 31 523 1950 0 0 31475369 44191294 5247919 6382001 2652112 2765854 2044185 1815348 41419585 55154497 244184 301109 0 0 24592361 25177436 0 34309 1453766 19594205 19697984 44430750 45210838 -3011165 9943659 217759696 248971697 11671970 14292366 206087726 234679331 X TO DISCOVER AND SHARE KNOWLEDGE ABOUT PLANTS AND THEIR ENVIRONMENT IN ORDER TO PRESERVE AND ENRICH LIFE. 0 0 5504774 5048792 HORTICULTURE: THE GARDEN'S PLANT COLLECTIONS ARE RICH IN SPECIMENS THAT ARE BEING RESCUED FROM EXTINCTION BY OUR STAFF, CULTIVATED IN THE GARDEN, STORED AS SEEDS IN OUR SEED BANK AND MAINTAINED THROUGHOUT THE WORLD BY OUR PARTNER INSTITUTIONS. THE EX SITU CONSERVATION EFFORTS IN THE GARDEN'S LIVING COLLECTIONS INCLUDED 1,100 SPECIES OF CONSERVATION CONCERN AND THE GARDEN'S SEED HELD 27% OF STATE OF MISSOURI'S NATIVE FLORA. OUR COLLECTION INCLUDES 17,200 TAXA AND 7,800 SPECIES. BEYOND THIS CONSERVATION FOCUS, THE GARDEN'S 76 ACRES FEATURE INDOOR AND OUTDOOR PLANT DISPLAYS THAT ATTRACTED 1,037,216 VISITORS TO ALL SITES IN 2017. HOME GARDENERS AROUND THE WORLD REGULARLY UTILIZE THE GARDEN'S ON-SITE AND DIGITAL RESOURCES. THERE WERE MORE THAN 18,000,000 VISITS TO THE GARDENING WEB RESOURCES IN 2017. 9138078 301109 156475 SCIENCE: THE MISSOURI BOTANICAL GARDEN TAKES SERIOUSLY ITS ROLE IN DISCOVERING AND PROTECTING PLANTS AROUND THE WORLD. IN 2017, GARDEN SCIENTISTS DISCOVERED 254 NEW PLANT SPECIES, ALMOST ALL OF THEM THREATENED WITH EXTINCTION. OUR HERBARIUM HAS MORE THAN 7 MILLION SPECIMENS, MAKING IT AMONG THE LARGEST IN THE WORLD. SPECIMENS ARE ALSO STORED DIGITALLY ON THE TROPICOS DATABASE, A SYSTEM DEVELOPED AND MAINTAINED BY THE GARDEN AND ACCESSED MORE THAN 200,000 TIMES EVERY DAY BY RESEARCHERS AROUND THE WORLD. BOTH OF THESE TOOLS ARE VALUABLE ASSETS AS THE GARDEN WORKS WITH PARTNERS AROUND THE GLOBE TO DIGITALLY DOCUMENT ALL KNOWN PLANT LIFE BY 2020. 4418601 418151 EDUCATION: THE GARDEN TAKES SERIOUSLY ITS MISSION TO SHARE KNOWLEDGE ABOUT PLANTS AND THE ENVIRONMENT WITH PEOPLE OF ALL AGES. LAST YEAR, 67,299 STUDENTS WERE INTRODUCED TO PLANTS AND NATURE THROUGH ON-SITE FIELD TRIPS. IN TOTAL 445,000 PEOPLE PARTICIPATED IN EDUCATIONAL EXPERIENCES LED BY THE MISSOURI BOTANICAL GARDEN. THE GARDEN IS ALSO A LEADER IN EDUCATING THE PUBLIC ON THE IMPORTANCE OF REMOVING INVASIVE SPECIES. IN 2017, OUR PROGRAMS RESULTED IN 380,000 INVASIVE PLANTS BEING REMOVED FROM THE ST. LOUIS REGION. THE GARDEN'S THERAPEUTIC HORTICULTURE PROGRAM EXPANDED IN 2017 AND PROVIDES PLANT-BASED PROGRAMS TO SPECIAL NEEDS AUDIENCES WHO WOULD NOT OTHERWISE BE ABLE TO EXPERIENCE THE GARDEN OR ITS OTHER SITES. 16210972 2192304 1) PUBLIC PROGRAMS: PUBLIC EVENTS SUCH AS THE BEST OF MISSOURI MARKET. THE BEST OF MISSOURI MARKET IS PART OF THE AMERICAN ARTS EXPERIENCE ST.LOUIS, AN ANNUAL CELEBRATION OF THE ARTS THROUGHOUT THE ST. LOUIS AREA.2) BUTTERFLY HOUSE WAS ESTABLISHED IN 1995 TO INCREASE AWARENESS OF THENATURAL HABITAT IN WHICH BUTTERFLIES THRIVE.3) FACILITY RENTALS: THE MISSOURI BOTANICAL GARDEN IS AN IDEAL SETTINGFOR CORPORATE EVENTS, PRIVATE PARTIES, AND WEDDINGS. THE 79 ACRES OFBEAUTIFUL HORTICULTURAL DISPLAY PROVIDES AN OASIS IN THE CITY FOR ALLGUESTS TO ENJOY. 16210972 2192304 35272425 1 1 0 1 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 1 226 0 1 523 1 0 0 0 0 0 1 1 0 0 0 0 X 31 31 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X JENNIFER MULCH 3145579439 4344 SHAW BLVD SAINT 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 DAVID W KEMPER TRUSTEE 1.00 X 0 0 0 CHARLES E KOPMAN 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 NICHOLAS L REDING TRUSTEE 1.00 X 0 0 0 SCOTT C SCHNUCK TRUSTEE 1.00 X 0 0 0 REX A SINQUEFIELD TRUSTEE 1.00 X 0 0 0 ANDREW C TAYLOR TRUSTEE 1.00 X 0 0 0 KIRK IMHOF TRUSTEE 1.00 X 0 0 0 WARD KLEIN VICE CHAIR 1.50 X X 0 0 0 CHRIS LEWIS TRUSTEE 1.00 X 0 0 0 CYNTHIA S PETERS TRUSTEE 1.00 X 0 0 0 MARSHA J RUSNACK TRUSTEE 1.00 X 0 0 0 MICHAEL K STERN 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 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 DR FRED PESTELLO TRUSTEE 1.00 X 0 0 0 DR JEFF PITTMAN TRUSTEE 1.00 X 0 0 0 HON LYDA KREWSON 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 5.00 X 316091 0 81331 CHERYL MILL CONTROLLER 40.00 5.00 X 117580 0 26893 ROBERT WOODRUFF CHIEF OPERATING OFFICER 40.00 5.00 X 235746 0 12703 CHARLES MILLER VICE PRESIDENT INFO TECH & CIO 40.00 5.00 X 189644 0 21736 JAMES MILLER SR. VICE PRESIDENT SCIENCE & CONSERVATION 40.00 5.00 X 170115 0 25320 WILLIAM DALE DIRECTOR PLANNING AND SYSTEMS 40.00 5.00 X 152348 0 26668 ANDREW WYATT VICE PRESIDENT HORTICULTURE 40.00 5.00 X 154468 0 22710 PAUL BROCKMAN SR. VICE PRESIDENT GENERAL SERVICES 40.00 5.00 X 133911 0 23888 OLGA MARTHA MONTIEL VICE PRESIDENT CCSD 40.00 5.00 X 130463 0 14038 DIANNE JOHNSON VICE PRESIDENT INSTITUTIONAL ADVANCEMENT 40.00 5.00 X 123211 0 8743 1723577 0 264030 16 0 1 0 TARLTON CORPORATION 5500 WEST PARK AVE ST LOUIS MO 63110 CONSTRUCTION SERVICES 2648671 VANTAGELINKS LLC ONE CITY PLACE ST LOUIS MO 63141 IT SERVICES 232728 ADECCO EMPLOYMENT SERVICES DEPT CH 14091 PALATINE IL 60055 EMPLOYMENT SERVICES 167088 SBS CREATIX LLC 1610 DES PERES RD ST LOUIS MO 63131 IT SERVICES 156843 LENTS AND ASSOCIATES LLC 1750 S BRENTWOOD SUITE 552 ST LOUIS MO 63144 MANAGEMENT CONSULTANT 154625 8 4167350 47002 2398315 37578627 1195781 44191294 ADMISSIONS 900099 4977364 4977364 EDUCATION 611600 418151 418151 RENTAL INCOME-GARDEN 900099 412890 412890 PUBLIC PROGRAMS 900099 212803 212803 BOTANICAL PUBLICATIONS 511120 156475 156475 204318 204318 6382001 2626307 2626307 46599 0 46599 46599 9649 36950 32543295 0 32190376 213372 352919 -213372 139547 139547 185020 47002 113175 71845 71845 2068438 880147 1188291 1188291 RESTAURANT/CATERING 900099 231951 231951 PROPERTY MANAGEMENT 900099 117194 117194 HORTICULTURE 900099 71428 71428 88040 47159 40881 508613 55154497 7815722 0 3147481 226019 226019 75090 75090 1419714 195436 1092323 131955 18636431 12515932 5574041 546458 1360750 905378 419510 35862 2340638 1506432 671407 162799 1419903 912530 465405 41968 100045 6000 94045 105700 1900 103800 145 145 34309 34309 569708 569708 4217581 3055398 1038370 123813 430856 7094 388919 34843 3183041 1501433 1567887 113721 530930 412048 113111 5771 1779652 1134094 621093 24465 793310 716724 47307 29279 113236 64823 36404 12009 4342566 4093341 206801 42424 325398 273345 43805 8248 EXHIBITS 1033540 1032309 244 987 BUILDING/GROUNDS MAINT 731867 312467 411937 7463 ENTERTAINMENT 324205 72027 28902 223276 DUES AND SUBSCRIPTIONS 229992 146542 80634 2816 886212 6105918 -5091006 -128700 45210838 35272425 8484647 1453766 1756966 3037506 5607374 6960326 12056214 9410718 1903136 1882165 901339 900473 500017 1000691 155696830 84737196 67006317 70959634 113305881 141888212 14486485 12730409 235967 201563 217759696 248971697 6763567 10066912 2255121 1721734 2653282 2503720 11671970 14292366 X 70896365 82541966 55194359 70693904 79997002 81443461 206087726 234679331 217759696 248971697 X 9943659 18811000 -163054 X 0 1 X 1 1 1 X 37680698 31414296 39803343 31475369 44191294 184565000 37680698 31414296 39803343 31475369 44191294 184565000 9316486 175248514 1559612 1926251 2649984 2568209 2663257 11367313 435837 272832 708669 196640982 43396487 0.89120 0.94240 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: RESTAURANT/CATERING - 2016 AMOUNT: $ 247,047. 2017 AMOUNT: $ 231,951. MISCELLANEOUS - 2016 AMOUNT: $ 73,437. 2017 AMOUNT: $ 40,881. BAD DEBT RECOVERIES - 2016 AMOUNT: $ 115,353. 2017 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 145 145 45210693 45210838 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 5094 230 295 145 5764 250000 250000 250000 250000 1000000 1500000 0 2962286 0 0 X X X 0 121092899 10622333 19008429 2799090 147924571 110964436 1764296 9649581 1285414 121092899 114857337 2755713 -2087874 4560790 110964436 104501537 6101031 5156678 901509 114857337 88626572 5611350 14748745 4485530 104501137 0.09000 0.49000 0.42000 1 0 5333194 5333194 139296236 76359391 62936845 10143180 7863153 2280027 924220 514652 409568 70959634 REAL ESTATE AND OTHER FUNDS 12730409 F 12730409 LIABILITY FOR GIFT ANNUITY PAYMENTS 2503720 2503720 X 74206738 18811000 139139 993322 19943461 54263277 569708 321512 891220 55154497 45461422 139139 1321706 1460845 44000577 569708 640553 1210261 45210838 PART III, LINE 4: 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: DIRECT SPECIAL EVENT EXPENSES 113,175. COSTS OF GOODS SOLD 880,147. PART XI, LINE 4B - OTHER ADJUSTMENTS: OVERHEAD RECOVERED FROM GRANTS AND CONTRACTS 204,318. TRANSFER TO MBG PROPERTIES 117,194. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES REPORTED BY MBG PROPERTIES, INC. 282,524. CHANGE IN VALUE OF ANNUITY AGREEMENTS 45,860. DIRECT SPECIAL EVENT EXPENSES 113,175. COSTS OF GOODS SOLD 880,147. PART XII, LINE 4B - OTHER ADJUSTMENTS: MINIMUM PENSION LIABILITY ADJUSTMENT 436,235. OVERHEAD EXPENSE RECOVERED FROM GRANTS AND CONTRACTS 204,318. 1 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 3 PROGRAM SERVICES BOTANICAL RESEARCH 73090 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES BOTANICAL RESEARCH 77030 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 5 PROGRAM SERVICES BOTANICAL RESEARCH 390828 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 19 PROGRAM SERVICES BOTANICAL RESEARCH 455075 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 PROGRAM SERVICES BOTANICAL RESEARCH 14974 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 200 PROGRAM SERVICES BOTANICAL RESEARCH 953081 0 227 0 0 0 227 1964078 0 1964078 RESEARCH FELLOWSHIP EAST PACIFIC 1 4500 WIRED FUND SCHOLARSHIP EUROPE 2 11339 WIRED FUND RESEARCH FELLOWSHIP SOUTH AMERICA 2 9650 WIRED FUND RESEARCH FELLOWSHIP/SCHOLARSHIP AFRICA 2 49601 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 DANILLER COMPANY 3724 JEFFERSON STREET SUITE 302 AUSTIN TX 78731 MEMBERSHIP ACQUISITION 0 97009 16010 80999 MARTS & LUNDY 1200 WALL STREET W 5TH FL LYNDHURST NJ 07071 CAMPAIGN CONSULTING 0 0 7815 -7815 97009 23825 73184 GARDEN SOIREE 90287 18387 71900 7480 48405 12000 16941 GARDEN TOUR 54035 16225 37810 1040 302 539 6039 4 87700 12390 75310 1419 5682 1800 11528 232022 47002 185020 2459 7782 54626 13800 34508 113175 71845 SCHEDULE G, PART I, LINE 2B, COLUMN (V) SEE PART IV 1 SUBSISTENCE AND TRAVEL 109 226019 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 310399 0 0 0 5692 0 19363 0 61968 0 397422 0 0 0 ROBERT WOODRUFF CHIEF OPERATING OFFICER 231769 0 0 0 3977 0 12647 0 56 0 248449 0 0 0 CHARLES MILLER VICE PRESIDENT INFO TECH & CIO 184126 0 0 0 5518 0 11288 0 10448 0 211380 0 0 0 JAMES MILLER SR. VICE PRESIDENT SCIENCE & CONSERV 169325 0 0 0 790 0 10481 0 14839 0 195435 0 0 0 WILLIAM DALE DIRECTOR PLANNING AND SYSTEMS 149725 0 0 0 2623 0 9588 0 17080 0 179016 0 0 0 ANDREW WYATT VICE PRESIDENT HORTICULTURE 153635 0 0 0 833 0 9607 0 13103 0 177178 0 0 0 PAUL BROCKMAN SR. VICE PRESIDENT GENERAL SERVICES 127957 0 0 0 5954 0 8271 0 15617 0 157799 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 3 63100 EST FAIR MARKET VALUE X 40000 EST FAIR MARKET VALUE X 132856 EST FAIR MKT VALUE X 53 804716 STOCK QUOTE X SUPPLIES 147 155109 EST FAIR MKT VALUE 3 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 2017. 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 2017. 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 OF ANNUITY AGREEMENTS -45,860. TRANSFER TO MBG PROPERTIES -117,194. MBG PROPERTIES INC (43-1772034) 4344 SHAW BOULEVARD SAINT LOUIS MO 63110 PURCHASE/MAINTENANCE OF PROPERTIES MO 501 (C) (2) N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 MBG PROPERTIES INC I 117194 FAIR MARKET VALUE