HORTICULTURAL RESEARCH INSTITUTE ENDOWMENT FUND INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
HORTICULTURAL RESEARCH INSTITUTE ENDOWMENT FUND INC (EIN 52-1052547)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-16
IRS object ID
201533209349313283
Schema version
2014v5.0
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)
Return2015-11-16T16:31:09-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521186096PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RUBINO AND COMPANY CHARTEREDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16903 ROCKLEDGE DRIVE SUITE 1200AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP208171818ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521052547EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HORTICULTURAL RESEARCH INSTITUTE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHORTBusinessNameControlTxt
Phone2027892900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1525 9TH ST NW 8TH FLOORAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20004ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCRAIG REGELBRUGGEPersonNm
Person TitleSR VPPersonTitleTxt
Phone2027892900PhoneNum
Signature2015-11-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICIA A O'MALLEY CPAPreparerPersonNm
PTINP00285909PTIN
Phone3015643636PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAVID SAVOIAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1525 9TH ST NW 8TH FLOORAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20004ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$11,206,093GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HRIRESEARCH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1975FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionTO DIRECT, FUND, PROMOTE, AND COMMUNICATE HORTICULTURAL RESEARCH WHICH INCREASES THE QUALITY AND VALUE OF PLANTS, IMPROVES THE PRODUCTIVITY AND PROFITABILITY OF THE NURSERY AND LANDSCAPE INDUSTRY, AND PROTECTS AND ENHANCES THE ENVIRONMENT.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$286,714PYContributionsGrantsAmt
CY Contributions Grants$528,696CYContributionsGrantsAmt
PY Program Service Revenue$41,419PYProgramServiceRevenueAmt
CY Program Service Revenue$38,029CYProgramServiceRevenueAmt
PY Investment Income$261,669PYInvestmentIncomeAmt
CY Investment Income$450,273CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$589,802PYTotalRevenueAmt
CY Total Revenue$1,016,998CYTotalRevenueAmt
PY Grants And Similar Paid$333,295PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$421,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$82,992CYTotalFundraisingExpenseAmt
PY Other Expenses$481,953PYOtherExpensesAmt
CY Other Expenses$517,453CYOtherExpensesAmt
PY Total Expenses$815,248PYTotalExpensesAmt
CY Total Expenses$938,453CYTotalExpensesAmt
PY Revenues Less Expenses-$225,446PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$78,545CYRevenuesLessExpensesAmt
Total Assets BOY$11,937,905TotalAssetsBOYAmt
Total Assets EOY$12,427,019TotalAssetsEOYAmt
Total Liabilities BOY$36,298TotalLiabilitiesBOYAmt
Total Liabilities EOY$53,014TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$11,901,607NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$12,374,005NetAssetsOrFundBalancesEOYAmt
MissionTO DIRECT, FUND, PROMOTE, AND COMMUNICATE HORTICULTURAL RESEARCH WHICH INCREASES THE QUALITY AND VALUE OF PLANTS, IMPROVES THE PRODUCTIVITY AND PROFITABILITY OF THE NURSERY AND LANDSCAPE INDUSTRY, AND PROTECTS AND ENHANCES THE ENVIRONMENT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$683,254ExpenseAmt
Grant$421,000GrantAmt
DescRESEARCH PROJECTS AND STUDENT SCHOLARSHIPS THAT FOCUS ON GREEN INDUSTRY PRIORITY ISSUES RESULTING IN PROBLEM SOLVING SOLUTIONS AND TECHNIQUES, INCLUDING STUDENT EDUCATION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$27,619ExpenseAmt
Revenue$27,179RevenueAmt
DescJOURNAL OF ENVIRONMENTAL HORTICULTURE PROVIDES A MEANS FOR RAPID COMMUNICATION OF IMPORTANT, RELEVANT AND CURRENT RESEARCH FINDINGS IN ENVIRONMENTAL HORTICULTURE TO LANDSCAPE, NURSERY, AND INDUSTRIES AND TO SCIENTISTS WORLDWIDE. THE JOURNAL HAS BEEN PUBLISHED SINCE 1983.THE JOURNAL ALSO ENCOURAGES THE PUBLICATION OF REVIEW AND/OR VIEWPOINT PAPERS WHICH MAY HAVE BEEN PRESENTED AS PART OF THE HRI PROGRAM AT THE ANNUAL AMERICAN NURSERY AND LANDSCAPE ASSOCIATION ANNUAL MEETING OR AT SIMILAR MEETINGS WHICH BRING TOGETHER PAST AND CURRENT LITERATURE RELATED TO ENVIRONMENTAL HORTICULTURE.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Revenue$10,850RevenueAmt
DescMEMBERSHIP DUES SUPPORT INDUSTRY SURVIVAL ISSUES SUCH AS PEST MANAGEMENT, ENVIRONMENTAL STEWARDSHIP AND SUSTAINABILITY, MARKETING AND MECHANIZATION/AUTOMATION TO REDUCE INDUSTRY VULNERABILITY TO LABOR CHALLENGES AND TO IMPROVE PRODUCTION EFFICIENCY AND SUPPORT EDUCATION.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$710,873TotalProgramServiceExpensesAmt
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 Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
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 OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document9IRPDocumentCnt
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
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
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 Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CRAIG REGLEBRUGGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2027892900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1525 9TH STREET NW 8TH FLOORAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20004ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
STEVE CASTORANI
TRUSTEE1.00Yes (X)$0$0$0
SCOTT BUNTING
TRUSTEE1.00Yes (X)$0$0$0
PETER ORUM
TRUSTEE1.00Yes (X)$0$0$0
ROBERT COUCH
PAST PRESIDENT1.00Yes (X)$0$0$0Yes (X)
PAYTON PARSONS
TRUSTEE1.00Yes (X)$0$0$0
STEPHEN MOSTARDI
TRUSTEE1.00Yes (X)$0$0$0
DONALD E MCCORKLE SR
TRUSTEE1.00Yes (X)$0$0$0
HARVEY COTTEN
PRESIDENT1.00Yes (X)$0$0$0Yes (X)
RICHARD MAY
TRUSTEE1.00Yes (X)$0$0$0
TERRI MCENANEY
TRUSTEE1.00Yes (X)$0$0$0
KARL LOSELY
TRUSTEE1.00Yes (X)$0$0$0
DAVE VAN BELLE
TRUSTEE1.00Yes (X)$0$0$0
KEITH MANBECK
TRUSTEE1.00Yes (X)$0$0$0
RICHARD HESSELEIN
TRUSTEE1.00Yes (X)$0$0$0
TODD DAVIS
TRUSTEE1.00Yes (X)$0$0$0
JON REELHORN
TRUSTEE1.00Yes (X)$0$0$0
JOHN COULTER
PRESIDENT ELECT1.00Yes (X)$0$0$0Yes (X)
JENNIFER DEJAGER
TRUSTEE1.00Yes (X)$0$0$0
SAM DOANE
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL GEARY
EXEC DIR/SECY6.00$0$31,142$3,157Yes (X)
CRAIG REGELBRUGGE
SR. VP12.00$0$45,505$3,717Yes (X)
ALAN JONES
TREASURER2.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$76,647TotReportableCompRltdOrgAmt
Total Other Compensation$6,874TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN HORTICULTURE INDUSTRY ASSOCIATIBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line12130 STELLA COURTAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd
FieldValueIRS element (for citing)
ServicesMANAGEMENT FEESServicesDesc
Compensation$250,000CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Government Grants$2,407GovernmentGrantsAmt
All Other Contributions$526,289AllOtherContributionsAmt
Total Contributions$528,696TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PUBLICATIONS541700$27,179$27,179
MEMBERSHIP DUES541700$10,850$10,850
FieldValueIRS element (for citing)
Total Program Service Revenue$38,029TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$212,640TotalRevenueColumnAmt
Exclusion$212,640ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$10,426,728SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$10,189,095SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$237,633SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$237,633TotalRevenueColumnAmt
Exclusion$237,633ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,016,998TotalRevenueColumnAmt
Related Or Exempt Func Income$38,029RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$450,273ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$400,000TotalAmt
Program Services$400,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$21,000TotalAmt
Program Services$21,000ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$250,000TotalAmt
Program Services$187,500ProgramServicesAmt
Management And General$25,000ManagementAndGeneralAmt
Fundraising$37,500FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,125TotalAmt
Program Services$1,125ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$64,232TotalAmt
Management And General$64,232ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$42,560TotalAmt
Management And General$42,560ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$51,700TotalAmt
Program Services$51,700ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$20,139TotalAmt
Fundraising$20,139FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,361TotalAmt
Program Services$78ProgramServicesAmt
Management And General$948ManagementAndGeneralAmt
Fundraising$3,335FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$18,000TotalAmt
Program Services$18,000ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$10,754TotalAmt
Program Services$3,851ProgramServicesAmt
Management And General$6,903ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$26,568TotalAmt
Management And General$4,550ManagementAndGeneralAmt
Fundraising$22,018FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$395TotalAmt
Management And General$395ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescJOURNAL EXPENSEDesc
Total$27,619TotalAmt
Program Services$27,619ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$938,453TotalAmt
Program Services$710,873ProgramServicesAmt
Management And General$144,588ManagementAndGeneralAmt
Fundraising$82,992FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$324,276BOYAmt
EOY$229,229EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$494,452BOYAmt
EOY$512,403EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$20,530BOYAmt
EOY$12,086EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$395BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$11,098,252BOYAmt
EOY$11,667,681EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$5,620EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,937,905BOYAmt
EOY$12,427,019EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$36,298BOYAmt
EOY$52,494EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$520EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$36,298BOYAmt
EOY$53,014EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$420,751BOYAmt
EOY$858,886EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,371,733BOYAmt
EOY$1,281,842EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,950,625BOYAmt
EOY$10,233,277EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,901,607BOYAmt
EOY$12,374,005EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,937,905BOYAmt
EOY$12,427,019EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$78,545ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$340,867NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$52,986OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
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$122,197CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$281,265CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$603,935CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$286,174CurrentTaxYearMinus1YearAmt
Current Tax Year$528,696CurrentTaxYearAmt
Total$1,822,267TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$122,197CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$281,265CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$603,935CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$286,174CurrentTaxYearMinus1YearAmt
Current Tax Year$528,696CurrentTaxYearAmt
Total$1,822,267TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$343,710SubstantialContributorsTotAmt
Public Support Total170$1,478,557PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$323,474CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$394,772CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$261,999CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$324,759CurrentTaxYearMinus1YearAmt
Current Tax Year$212,640CurrentTaxYearAmt
Total$1,517,644TotalAmt
FieldValueIRS element (for citing)
Total Support$3,339,911TotalSupportAmt
Gross Receipts Rltd Activities$227,432GrossReceiptsRltdActivitiesAmt
Public Support CY1700.44270PublicSupportCY170Pct
Public Support PY1700.38160PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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$12,493,507BeginningYearBalanceAmt
Contributions$77,189ContributionsAmt
Investment Earnings Or Losses$807,666InvestmentEarningsOrLossesAmt
Grants Or Scholarships$421,000GrantsOrScholarshipsAmt
Other Expenditures$56,883OtherExpendituresAmt
Administrative Expenses$401,284AdministrativeExpensesAmt
End Year Balance$12,499,195EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,366,334BeginningYearBalanceAmt
Contributions$254,451ContributionsAmt
Investment Earnings Or Losses$1,642,653InvestmentEarningsOrLossesAmt
Grants Or Scholarships$333,295GrantsOrScholarshipsAmt
Other Expenditures$48,259OtherExpendituresAmt
Administrative Expenses$388,377AdministrativeExpensesAmt
End Year Balance$12,493,507EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,177,427BeginningYearBalanceAmt
Contributions$603,935ContributionsAmt
Investment Earnings Or Losses$1,077,554InvestmentEarningsOrLossesAmt
Grants Or Scholarships$217,525GrantsOrScholarshipsAmt
Other Expenditures$275,057OtherExpendituresAmt
End Year Balance$11,366,334EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,651,095BeginningYearBalanceAmt
Contributions$252,427ContributionsAmt
Investment Earnings Or Losses-$75,645InvestmentEarningsOrLossesAmt
Grants Or Scholarships$228,255GrantsOrScholarshipsAmt
Other Expenditures$422,195OtherExpendituresAmt
End Year Balance$10,177,427EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,056,968BeginningYearBalanceAmt
Contributions$96,595ContributionsAmt
Investment Earnings Or Losses$1,086,876InvestmentEarningsOrLossesAmt
Grants Or Scholarships$149,000GrantsOrScholarshipsAmt
Other Expenditures$440,344OtherExpendituresAmt
End Year Balance$10,651,095EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.81000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.19000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationTO SUPPORT HORTICULTURE RESEARCHExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (16 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
MICHIGAN STATE UNIVERSITY
288 PLANT SOIL SCIENCES BLDG OFHORTICULTUREEAST LANSINGMI488241325386005984501(C)(3)$50,000MARKET DEMOGRAPHICS AND TREND AFFECTING THE GREEN INDUSTRY
MICHIGAN STATE UNIVERSITY
288 PLANT SOIL SCIENCES BLDG OFHORTICULTUREEAST LANSINGMI488241325386005984501(C)(3)$35,000ROLE OF PLANT BRANDS IN CONSUMER PREFERENCES
TENNESSEE STATE UNIVERSITY
472 CADILLAC LANEMCMINNEVILLETN37209620786119501(C)(3)$22,050BIOPESTICIDE NOOKATONE FOR USE AGAINST MITES
UNIVERSITY OF KENTUCKY
N-318 AG SCIENCE CTR-NORTHLEXINGTONKY40546616033693501(C)(3)$15,000COST OF TREE PRODUCTION IN A POT-IN-POT
UNIVERSITY OF KENTUCKY
N-318 AG SCIENCE CTR-NORTHLEXINGTONKY40546616033693501(C)(3)$16,962OPTIMIZING PLANT GROWTH AND WATER
LOUISIANA STATE UNIVERSITY
137 JC MILLER HALLBATON ROUGELA70803726000848501(C)(3)$17,350CONTROLLING LEECHING FOR GREENHOUSE NURSERY PRODUCTION
OHIO STATE UNIVERSITY
2001 FYFFE COURTCOLUMBUSOH43210311145986501(C)(3)$7,650EVALUATING ORGANIC FERTILIZERS
UNIVERSITY OF FLORIDA
123 GRINTER HALLGAINESVILLEFL32611596002052501(C)(3)$34,500NATIONAL AND REGIONAL TRENDS IN PRODUCTION AND MARKETING PRACTICES
THE MORTON ARBORETUM
4100 ILLINOIS ROUTE 53LISLEIL60532361505770501(C)(3)$16,700EXTENDING THE HARVEST SEASON FOR THE FIELD GROWN TREES
AUBURN UNIVERSITY
101 FUNCHESS HALAUBURN UNIVERSITYAL36849636000724501(C)(3)$14,988PROPER MULCH SPECIES AND DEPTH SELECTION
PENNSYLVANIA STATE UNIVERSITY
319 BUCKHOUT LABUNIVERSITY PARKPA16802246000376501(C)(3)$9,000EVALUATION OF COMPOSTING TEMPERATURES
MICHIGAN STATE UNIVERSITY
288 PLANT SOIL SCIENCES BLDG OFHORTICULTUREEAST LANSINGMI488241325386005984501(C)(3)$20,000URBAN TREE SELECTION IN THE CHANGING CLIMATE
COLORADO STATE UNIVERSITY
0100 CAMPUS DELIVERYFORT COLLINSCO80523846000545501(C)(3)$45,000LONG TERM IMPACTS OF RECYCLED WATER ON LANDSCPAED PLANTS AND SOILS
NORTH CAROLINA STATE UNIVERSITY
2701 SULLIVAN DRIVERALEIGHNC27695566000756501(C)(3)$31,302EFFECT OF MULTIPLE STRESSORS ON PEST DAMAMGE TO COMMON NURSERY TREES
OREGON STATE UNIVERSITY
15210 NE MILEY ROADAURORAOR97002611730890501(C)(3)$14,498MANAGING WATER AND FERTILIZER
USDA AGRICULTURE RESEARCH SERVICE
TOWER ROADITHACANY14853720564834GOVT$50,000CONTROL OF ASIAN AMBROSIA BEETLES
FieldValueIRS element (for citing)
Total501c3 Org15Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPGrantTypeTxt
Recipient11RecipientCnt
Cash Grant$21,000CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANT APPLICATION CRITERIA SPECIFICALLY SEEKS BUDGET OUTLINE OF RESEARCH PROJECTS. THESE FUNDS WILL BE PAID FOLLOWING THE SIGNATURE OF A FINANCIAL AID AGREEMENT BY BOTH PARTIES. FUNDS MAY BE USED ONLY FOR THE DIRECT COSTS OF THE PROJECT, AND THE RESEARCHER SHALL NOT USE FUNDS TO PAY FOR GENERAL OR ADMINISTRATIVE EXPENSES. RESEARCHERS MUST COMPLETE REPORTING SUMMARY OF PROJECT OUTCOMES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3MANAGEMENT FEES WERE PAID TO AMERICAN HORTICULTURE INDUSTRY ASSOCIATION (AMERICANHORT), THE RELATED PARTY, FOR STAFF SERVICES PROVIDED TO HRI, INCLUDING OVERSIGHT FOR THE DAY-TO-DAY OPERATIONS AND FINANCIAL SUPPORT SERVICES. ALL SERVICES ARE PROVIDED BY CONTRACT WITH AMERICANHORT. FEES PAID FOR 2014 TOTALED $250,000.
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS REVIEWED BY THE TREASURER BEFORE FILING. THE BOARD OF TRUSTEES REVIEWS THE 990 AT THE FALL BOARD MEETING.
FORM 990, PART VI, SECTION B, LINE 12CALL BOARD MEMBERS AND THE SENIOR VICE PRESIDENTS REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19AVAILABLE UPON REQUEST
FORM 990, PART XI, LINE 9:PRIOR PERIOD ADJUSTMENT 52,986.
990, PART VI, LINE 1ATHE BOARD OF TRUSTEES OF THE FUND DELEGATES CONTROL TO AN EXECUTIVE COMMITTEE WHICH CONSISTS OF THOSE TRUSTEES THAT ARE OFFICERS FOR THE FUND. THE COMMITTEE IS AUTHORIZED TO EXERCISE THE POWERS OF THE BOARD BETWEEN THE MEETINGS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN HORTICULTURE INDUSTRY ASSOCIATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12130 STELLA COURTAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd
FieldValueIRS element (for citing)
EIN464411915EIN
Primary ActivitiesHORTICULTURAL TRADE ASSOCIATIONPrimaryActivitiesTxt
Legal Domicile StateOHLegalDomicileStateCd
Exempt Code Section501(C)(6)ExemptCodeSectionTxt
Public Charity StatusN/APublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
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 OrgYes (1)GiftGrntCapContriFromOthOrgInd
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 OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
AMERICAN HORTICULTURE INDUSTRY ASSOCIATION
M$250,000FAIR MARKET VALUE
AMERICAN HORTICULTURE INDUSTRY ASSOCIATION
C$100,000FAIR MARKET VALUE

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