2016-02-01T13:58:49-06:00 2015-06-30 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2014-07-01 236268380 AMERICAN FLORAL ENDOWMENT AMER 7038385211 1601 DUKE STREET ALEXANDRIA VA 22314 DEBRA AKER EXECUTIVE DIRECTOR 7038385211 2016-02-01 1 ELIZABETH HELLER P00397829 2022932200 2014 2016-04-25 22:37:26Z GABRIEL BECERRA 1601 DUKE STREET ALEXANDRIA VA 22314 3684313 0 X WWW.ENDOWMENT.ORG X 1961 IL THE 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. 19 19 0 19 0 0 283428 837781 0 0 754435 513617 9769 -82960 1047632 1268438 393925 494224 0 0 101050 101050 0 0 0 248325 204534 743300 799808 304332 468630 18040070 18186427 75097 47576 17964973 18138851 THE 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. 0 0 521224 494224 GRANT EXPENDITURES - ADVANCEMENT OF RESEARCH AND PROJECTS OF BENEFIT TO ORNAMENTAL FLORICULTURE AND HORTICULTURE. 521224 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 1 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 IL X DEBRA L AKER EXECUTIVE DIRECTOR 7038385211 1601 DUKE STREET ALEXANDRIA VA 22314 GABRIEL BECERRA CHAIRMAN 1.00 1.00 X X 0 0 0 DWIGHT LARIMER CHAIRMAN-ELECT 1.00 1.00 X X 0 0 0 KRISTI HUFFMAN TREASURER/SECRETARY 1.00 1.00 X X 0 0 0 PAUL BACHMAN PAST CHAIRMAN 1.00 1.00 X X 0 0 0 KEN ALTMAN TRUSTEE 1.00 1.00 X 0 0 0 JIM DALY TRUSTEE 1.00 0.00 X 0 0 0 BILL FERNANDEZ TRUSTEE 1.00 0.00 X 0 0 0 ERIC LEVY TRUSTEE 1.00 0.00 X 0 0 0 DAVID GARCIA TRUSTEE 1.00 0.00 X 0 0 0 BILLY HARDIN JR TRUSTEE 1.00 0.00 X 0 0 0 CINDY HANAUER TRUSTEE 1.00 0.00 X 0 0 0 GREG ROYER TRUSTEE 1.00 0.00 X 0 0 0 PJ ELLISON TRUSTEE 1.00 0.00 X 0 0 0 JUAN CARLOS GONZALEZ URIBE TRUSTEE 1.00 0.00 X 0 0 0 LAURA DROTLEFF TRUSTEE 1.00 0.00 X 0 0 0 RANDY TAGAWA TRUSTEE 1.00 0.00 X 0 0 0 MARVIN MILLER TRUSTEE 1.00 0.00 X 0 0 0 LAURA SHINALL TRUSTEE 1.00 0.00 X 0 0 0 KEN YOUNG TRUSTEE 1.00 0.00 X 0 0 0 DEBRA AKER EXECUTIVE DIRECTOR 37.50 1.00 X 91250 0 8606 91250 0 8606 0 0 0 1 0 73850 763931 837781 359548 359548 2467915 2313846 154069 154069 154069 14295 73850 102029 -87734 -87734 INSURANCE PROCEEDS 900099 4774 4774 4774 1268438 0 0 430657 494224 494224 101050 101050 107038 27000 80038 16629 16629 24400 24400 363 363 1344 1344 1427 1427 SAF SALARY REIMBURSEMEN 49477 49477 MISCELLANEOUS 3856 3856 799808 521224 278584 0 35349 35350 954017 703968 8500 0 3396 0 14334722 14625997 2563245 2675497 140841 145615 18040070 18186427 3000 39147 50600 0 21497 8429 75097 47576 X 10730000 10288209 3493454 3284387 3741519 4566255 17964973 18138851 18040070 18186427 468630 -294752 0 X X 0 1 X 1 0 X 240421 374999 1085913 283428 763931 2748692 240421 374999 1085913 283428 763931 2748692 1303679 1445013 297841 346284 290020 266496 359548 1560189 22813 -20100 18131 7850 4774 33468 4342349 346959 0.33280 0.37430 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14998522 811000 196354 721480 15284396 13322730 243196 2057275 624679 14998522 11666334 1131462 1103558 578624 13322730 12126959 145714 -78548 527791 11666334 10133862 110541 2227976 345420 12126959 0.67310 0.29880 0.02810 0 0 0 NORTHERN TRUST ALPHA STRATEGIES FUND 1476427 F NORTHERN TRUST PRIVATE EQUITY FUND III, LP 1199070 F 2675497 SEELEY LIABILITY INCOME 8429 8429 1075715 -294752 102029 -192723 1268438 0 1268438 901837 102029 102029 799808 0 799808 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. ENDOWMENT DINNER 88145 73850 14295 35315 1300 65414 88145 73850 14295 35315 1300 65414 102029 -87734 1 AFE SCHOLARSHIPS 18 39100 BALL SCHOLARSHIPS 7 35000 ECKE SCHOLARSHIP 3 15000 EDUCATION GRANTS 8 48650 GUS POESCH GRANT 2 4925 MOSMILLER SCHOLARSHIPS 3 6000 PHILLIP SCHOLARSHIP GRANTS 7 34000 SCIENTIFIC RESEARCH 13 311549 PART I, LINE 2: PROGRESS REPORTS AND CONTINUING FUNDING APPLICATIONS ARE REQUIRED FOR ALL GRANTS. THESE ARE REVIEWED ANNUALLY BY BOARD COMMITTEES. 0 0 0 0 0 0 0 0 0 FORM 990, PART VII, LINE 5 AMERICAN 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. FORM 990, PART VI, SECTION A, LINE 1 AN 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 3 EFFECTIVE 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 11 THE FORM 990 IS REVIEWED BY THE CHAIRMAN AND THE TREASURER. FORM 990, PART VI, SECTION B, LINE 12C THE ENDOWMENT REQUIRES ANNUALLY A SIGNED COMPLIANCE STATEMENT FROM ALL RESPONSIBLE PARTIES. FORM 990, PART VI, SECTION C, LINE 19 THE 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 2C THE REVIEW PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR. FLORAL MARKETING RESEARCH FUND 1801 DUKE STREET ALEXANDRIA VA 22314 461488496 PROMOTION OF FLORICULTURE RESEARCH DC 501(C)(6) AMERICAN FLORAL ENDOWMENT 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0