AMERICAN FLORAL ENDOWMENT: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
AMERICAN FLORAL ENDOWMENT (EIN 23-6268380)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-02-01
IRS object ID
201640329349300139
Schema version
2014v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-02-01T13:58:49-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521855942PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TATE AND TRYONBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12021 L STREET NW SUITE 400AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236268380EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN FLORAL ENDOWMENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone7038385211PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11601 DUKE STREETAddressLine1Txt
CityALEXANDRIACityNm
State AbbreviationVAStateAbbreviationCd
ZIP22314ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBRA AKERPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone7038385211PhoneNum
Signature2016-02-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELIZABETH HELLERPreparerPersonNm
PTINP00397829PTIN
Phone2022932200PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGABRIEL BECERRAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11601 DUKE STREETAddressLine1Txt
CityALEXANDRIACityNm
State AbbreviationVAStateAbbreviationCd
ZIP22314ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,684,313GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ENDOWMENT.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1961FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTHE 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 Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers19TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$283,428PYContributionsGrantsAmt
CY Contributions Grants$837,781CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$754,435PYInvestmentIncomeAmt
CY Investment Income$513,617CYInvestmentIncomeAmt
PY Other Revenue$9,769PYOtherRevenueAmt
CY Other Revenue-$82,960CYOtherRevenueAmt
PY Total Revenue$1,047,632PYTotalRevenueAmt
CY Total Revenue$1,268,438CYTotalRevenueAmt
PY Grants And Similar Paid$393,925PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$494,224CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$101,050PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$101,050CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$248,325PYOtherExpensesAmt
CY Other Expenses$204,534CYOtherExpensesAmt
PY Total Expenses$743,300PYTotalExpensesAmt
CY Total Expenses$799,808CYTotalExpensesAmt
PY Revenues Less Expenses$304,332PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$468,630CYRevenuesLessExpensesAmt
Total Assets BOY$18,040,070TotalAssetsBOYAmt
Total Assets EOY$18,186,427TotalAssetsEOYAmt
Total Liabilities BOY$75,097TotalLiabilitiesBOYAmt
Total Liabilities EOY$47,576TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$17,964,973NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$18,138,851NetAssetsOrFundBalancesEOYAmt
MissionTHE 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$521,224ExpenseAmt
Grant$494,224GrantAmt
DescGRANT EXPENDITURES - ADVANCEMENT OF RESEARCH AND PROJECTS OF BENEFIT TO ORNAMENTAL FLORICULTURE AND HORTICULTURE.Desc
Total Program Service Expenses$521,224TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEBRA L AKER EXECUTIVE DIRECTORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7038385211PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11601 DUKE STREETAddressLine1Txt
CityALEXANDRIACityNm
State AbbreviationVAStateAbbreviationCd
ZIP22314ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
GABRIEL BECERRA
CHAIRMAN1.001.00Yes (X)Yes (X)$0$0$0
DWIGHT LARIMER
CHAIRMAN-ELECT1.001.00Yes (X)Yes (X)$0$0$0
KRISTI HUFFMAN
TREASURER/SECRETARY1.001.00Yes (X)Yes (X)$0$0$0
PAUL BACHMAN
PAST CHAIRMAN1.001.00Yes (X)Yes (X)$0$0$0
KEN ALTMAN
TRUSTEE1.001.00Yes (X)$0$0$0
JIM DALY
TRUSTEE1.000.00Yes (X)$0$0$0
BILL FERNANDEZ
TRUSTEE1.000.00Yes (X)$0$0$0
ERIC LEVY
TRUSTEE1.000.00Yes (X)$0$0$0
DAVID GARCIA
TRUSTEE1.000.00Yes (X)$0$0$0
BILLY HARDIN JR
TRUSTEE1.000.00Yes (X)$0$0$0
CINDY HANAUER
TRUSTEE1.000.00Yes (X)$0$0$0
GREG ROYER
TRUSTEE1.000.00Yes (X)$0$0$0
PJ ELLISON
TRUSTEE1.000.00Yes (X)$0$0$0
JUAN CARLOS GONZALEZ URIBE
TRUSTEE1.000.00Yes (X)$0$0$0
LAURA DROTLEFF
TRUSTEE1.000.00Yes (X)$0$0$0
RANDY TAGAWA
TRUSTEE1.000.00Yes (X)$0$0$0
MARVIN MILLER
TRUSTEE1.000.00Yes (X)$0$0$0
LAURA SHINALL
TRUSTEE1.000.00Yes (X)$0$0$0
KEN YOUNG
TRUSTEE1.000.00Yes (X)$0$0$0
DEBRA AKER
EXECUTIVE DIRECTOR37.501.00Yes (X)$91,250$0$8,606
FieldValueIRS element (for citing)
Total Reportable Comp From Org$91,250TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$8,606TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (1)CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$73,850FundraisingAmt
All Other Contributions$763,931AllOtherContributionsAmt
Total Contributions$837,781TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$359,548TotalRevenueColumnAmt
Exclusion$359,548ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,467,915SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,313,846SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$154,069SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$154,069TotalRevenueColumnAmt
Exclusion$154,069ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$14,295FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$73,850ContriRptFundraisingEventAmt
Fundraising Direct Expenses$102,029FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$87,734TotalRevenueColumnAmt
Exclusion-$87,734ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescINSURANCE PROCEEDSDesc
Business900099BusinessCd
Total Revenue Column$4,774TotalRevenueColumnAmt
Exclusion$4,774ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$4,774OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,268,438TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$430,657ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$494,224TotalAmt
Program Services$494,224ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$101,050TotalAmt
Management And General$101,050ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$107,038TotalAmt
Program Services$27,000ProgramServicesAmt
Management And General$80,038ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$16,629TotalAmt
Management And General$16,629ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$24,400TotalAmt
Management And General$24,400ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$363TotalAmt
Management And General$363ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,344TotalAmt
Management And General$1,344ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,427TotalAmt
Management And General$1,427ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
SAF SALARY REIMBURSEMEN$49,477$49,477
MISCELLANEOUS$3,856$3,856

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$799,808TotalAmt
Program Services$521,224ProgramServicesAmt
Management And General$278,584ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$35,349BOYAmt
EOY$35,350EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$954,017BOYAmt
EOY$703,968EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,500BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,396BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$14,334,722BOYAmt
EOY$14,625,997EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,563,245BOYAmt
EOY$2,675,497EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$140,841BOYAmt
EOY$145,615EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$18,040,070BOYAmt
EOY$18,186,427EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,000BOYAmt
EOY$39,147EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$50,600BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$21,497BOYAmt
EOY$8,429EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$75,097BOYAmt
EOY$47,576EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,730,000BOYAmt
EOY$10,288,209EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,493,454BOYAmt
EOY$3,284,387EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,741,519BOYAmt
EOY$4,566,255EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,964,973BOYAmt
EOY$18,138,851EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,040,070BOYAmt
EOY$18,186,427EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$468,630ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$294,752NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$240,421CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$374,999CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,085,913CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$283,428CurrentTaxYearMinus1YearAmt
Current Tax Year$763,931CurrentTaxYearAmt
Total$2,748,692TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$240,421CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$374,999CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,085,913CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$283,428CurrentTaxYearMinus1YearAmt
Current Tax Year$763,931CurrentTaxYearAmt
Total$2,748,692TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,303,679SubstantialContributorsTotAmt
Public Support Total170$1,445,013PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$297,841CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$346,284CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$290,020CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$266,496CurrentTaxYearMinus1YearAmt
Current Tax Year$359,548CurrentTaxYearAmt
Total$1,560,189TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,813CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years-$20,100CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,131CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,850CurrentTaxYearMinus1YearAmt
Current Tax Year$4,774CurrentTaxYearAmt
Total$33,468TotalAmt
FieldValueIRS element (for citing)
Total Support$4,342,349TotalSupportAmt
Gross Receipts Rltd Activities$346,959GrossReceiptsRltdActivitiesAmt
Public Support CY1700.33280PublicSupportCY170Pct
Public Support PY1700.37430PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests PY170Yes (X)ThirtyThrPctSuprtTestsPY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationINSURANCE PROCEEDS - 2010 AMOUNT: $ 22,712. 2011 AMOUNT: $ -20,511. 2012 AMOUNT: $ 18,131. 2013 AMOUNT: $ 7,850. 2014 AMOUNT: $ 4,774. MISCELLANEOUS - 2010 AMOUNT: $ 101. 2011 AMOUNT: $ 411.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,998,522BeginningYearBalanceAmt
Contributions$811,000ContributionsAmt
Investment Earnings Or Losses$196,354InvestmentEarningsOrLossesAmt
Other Expenditures$721,480OtherExpendituresAmt
End Year Balance$15,284,396EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,322,730BeginningYearBalanceAmt
Contributions$243,196ContributionsAmt
Investment Earnings Or Losses$2,057,275InvestmentEarningsOrLossesAmt
Other Expenditures$624,679OtherExpendituresAmt
End Year Balance$14,998,522EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,666,334BeginningYearBalanceAmt
Contributions$1,131,462ContributionsAmt
Investment Earnings Or Losses$1,103,558InvestmentEarningsOrLossesAmt
Other Expenditures$578,624OtherExpendituresAmt
End Year Balance$13,322,730EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,126,959BeginningYearBalanceAmt
Contributions$145,714ContributionsAmt
Investment Earnings Or Losses-$78,548InvestmentEarningsOrLossesAmt
Other Expenditures$527,791OtherExpendituresAmt
End Year Balance$11,666,334EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,133,862BeginningYearBalanceAmt
Contributions$110,541ContributionsAmt
Investment Earnings Or Losses$2,227,976InvestmentEarningsOrLossesAmt
Other Expenditures$345,420OtherExpendituresAmt
End Year Balance$12,126,959EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.67310BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.29880PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.02810TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
NORTHERN TRUST ALPHA STRATEGIES FUND$1,476,427F
NORTHERN TRUST PRIVATE EQUITY FUND III, LP$1,199,070F
FieldValueIRS element (for citing)
Total Book Value Securities$2,675,497TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescSEELEY LIABILITY INCOMEDesc
Amt$8,429Amt
FieldValueIRS element (for citing)
Total Liability$8,429TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,075,715TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$294,752NetUnrealizedGainsInvstAmt
Other Revenue$102,029OtherRevenueAmt
Revenue Not Reported-$192,723RevenueNotReportedAmt
Revenue Subtotal$1,268,438RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,268,438TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$901,837TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$102,029OtherExpensesIncludedAmt
Expenses Not Reported$102,029ExpensesNotReportedAmt
Expenses Subtotal$799,808ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$799,808TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 102,029.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES 102,029.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ENDOWMENT DINNEREvent1Nm
Gross Receipts Event1$88,145GrossReceiptsEvent1Amt
Charitable Contri Event1$73,850CharitableContriEvent1Amt
Gross Revenue Event1$14,295GrossRevenueEvent1Amt
Food And Beverage Event1$35,315FoodAndBeverageEvent1Amt
Entertainment Event1$1,300EntertainmentEvent1Amt
Other Direct Expenses Event1$65,414OtherDirectExpensesEvent1Amt
Gross Receipts Total$88,145GrossReceiptsTotalAmt
Charitable Contributions Tot$73,850CharitableContributionsTotAmt
Gross Revenue Total Events$14,295GrossRevenueTotalEventsAmt
Food And Beverage Total Events$35,315FoodAndBeverageTotalEventsAmt
Entertainment Total Events$1,300EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$65,414OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$102,029DirectExpenseSummaryEventsAmt
Net Income Summary-$87,734NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (8 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
AFE SCHOLARSHIPS18$39,100
BALL SCHOLARSHIPS7$35,000
ECKE SCHOLARSHIP3$15,000
EDUCATION GRANTS8$48,650
GUS POESCH GRANT2$4,925
MOSMILLER SCHOLARSHIPS3$6,000
PHILLIP SCHOLARSHIP GRANTS7$34,000
SCIENTIFIC RESEARCH13$311,549

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationPROGRESS REPORTS AND CONTINUING FUNDING APPLICATIONS ARE REQUIRED FOR ALL GRANTS. THESE ARE REVIEWED ANNUALLY BY BOARD COMMITTEES.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, PART VII, LINE 5FormAndLineReferenceDesc
ExplanationAMERICAN FLORAL ENDOWMENT RECEIVES SERVICES FROM EMPLOYEES WHO ARE COMPENSATED BY THE SOCIETY OF AMERICAN FLORISTS AND ORNAMENTAL HORTICULTURISTS, AN UNRELATED ORGANIZATION. IN TERMS WITH AN AGREEMENT RELATING TO SUCH SERVICES, SAF PROVIDES EMPLOYEES WHO PROVIDE SERVICES TO AFE IN RETURN FOR A MANAGEMENT/ADMINISTRATIVE FEE. AFE'S EXECUTIVE DIRECTOR RECEIVED $101,050 FROM SAF FOR THE YEAR ENDED JUNE 30, 2015.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1AN 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 A, LINE 3EFFECTIVE IN MAY 2008, THE SOCIETY OF AMERICAN FLORISTS (THE SOCIETY), A 501(C)(5) NON-PROFIT ORGANIZATION, AND THE ENDOWMENT ENTERED INTO AN ADMINISTRATIVE SERVICES AGREEMENT IN WHICH THE SOCIETY AGREED TO PROVIDE MANAGEMENT AND ADMINISTRATIVE SERVICES TO THE ENDOWMENT IN EXCHANGE FOR A MANAGEMENT FEE. THE ENDOWMENT PAID THE SOCIETY $150,527 FOR GENERAL ADMINISTRATIVE SERVICES FOR THE YEAR ENDED JUNE 30, 2015. THE ENDOWMENT WAS ALSO PROVIDED OFFICE SPACE AT NO CHARGE FROM THE SOCIETY FOR THE YEAR ENDED JUNE 30, 2015.
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS REVIEWED BY THE CHAIRMAN AND THE TREASURER.
FORM 990, PART VI, SECTION B, LINE 12CTHE ENDOWMENT REQUIRES ANNUALLY A SIGNED COMPLIANCE STATEMENT FROM ALL RESPONSIBLE PARTIES.
FORM 990, PART VI, SECTION C, LINE 19THE 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 2CTHE REVIEW PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1FLORAL MARKETING RESEARCH FUNDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11801 DUKE STREETAddressLine1Txt
CityALEXANDRIACityNm
State AbbreviationVAStateAbbreviationCd
ZIP22314ZIPCd
FieldValueIRS element (for citing)
EIN461488496EIN
Primary ActivitiesPROMOTION OF FLORICULTURE RESEARCHPrimaryActivitiesTxt
Legal Domicile StateDCLegalDomicileStateCd
Exempt Code Section501(C)(6)ExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN FLORAL ENDOWMENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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