2014-02-11T09:51:18-06:00 2013-06-30 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2012-07-01 236268380 AMERICAN FLORAL ENDOWMENT AMER 7038385211 1601 DUKE STREET ALEXANDRIA VA 22314 PAUL BACHMAN 7038385211 2014-02-11 1 ELIZABETH W HELLER P00397829 2022932200 2012 2015-11-30 17:44:51Z PAUL BACHMAN 1601 DUKE STREET ALEXANDRIA VA 22314 5756994 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 367249 1085913 0 0 279390 122704 23990 36493 670629 1245110 337250 361002 0 0 0 96448 0 0 19591 317888 256036 655138 713486 15491 531624 14343262 16057698 47633 55065 14295629 16002633 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 396002 361002 GRANT EXPENDITURES - ADVANCEMENT OF RESEARCH AND PROJECTS OF BENEFIT TO ORNAMENTAL FLORICULTURE AND HORTICULTURE. 396002 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 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 0 0 1 0 0 0 0 0 0 1 1 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 PAUL BACHMAN 1.00 X X 0 0 0 GABRIEL BECERRA 1.00 X X 0 0 0 KEN ALTMAN 1.00 X X 0 0 0 TOM BUTLER 1.00 X X 0 0 0 JIM DALY 1.00 X 0 0 0 ERIC LEVY 1.00 X 0 0 0 MIKE DUVALL 1.00 X 0 0 0 PJ ELLISON 1.00 X 0 0 0 ALVARO FERRO 1.00 X 0 0 0 RAMON GARCIA 1.00 X 0 0 0 KRISTI HUFFMAN 1.00 X 0 0 0 CHARLES KREMP 1.00 X 0 0 0 DWIGHT LARIMER 1.00 X 0 0 0 DAVID NIKLAS 1.00 X 0 0 0 ROBERT MADDUX 1.00 X 0 0 0 MARVIN MILLER 1.00 X 0 0 0 ERIC NISSEN 1.00 X 0 0 0 LAURA SHINALL 1.00 X 0 0 0 KEN YOUNG 1.00 X 0 0 0 DEBI AKER 37.50 X 87000 0 8772 87000 0 8772 0 0 0 1 0 11000 1074913 1085913 290020 290020 4303969 4471285 -167316 -167316 -167316 58961 11000 40599 18362 18362 INSURANCE PROCEEDS 900099 18131 18131 18131 1245110 0 0 159197 361002 361002 96448 96448 160273 35000 118535 6738 3707 3707 84988 72135 12853 823 823 1048 1048 723 723 MISCELLANEOUS 4474 4474 713486 396002 297893 19591 17165 13872 443153 1061643 125 11425 11719970 12656658 1988480 2181109 174369 132991 14343262 16057698 0 20500 47633 34565 47633 55065 X 9868180 10144257 3042644 3185521 1384805 2672855 14295629 16002633 14343262 16057698 531624 1175380 0 X X 0 1 X 1 0 X 698287 355389 240421 374999 1085913 2755009 698287 355389 240421 374999 1085913 2755009 1322378 1432631 322602 258465 297841 346284 290020 1515212 22813 -20100 18131 20844 4291065 251721 0.33390 0.43880 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE PROCEEDS MISCELLANEOUS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11666334 1131462 1103558 578624 13322730 12126959 145714 -78548 527791 11666334 10133862 110541 2227976 345420 12126959 9416886 97762 854065 234851 10133862 11696792 231766 -1628513 883159 9416886 0.76140 0.20060 0.03800 0 0 0 NORTHERN TRUST ALPHA STRATEGIES FUND 1259095 F NORTHERN TRUST PRIVATE EQUITY FUND III, LP 922014 F 2181109 SEELEY LIABILITY INCOME 34565 34565 X 2461089 1175380 40599 1215979 1245110 0 1245110 754085 40599 40599 713486 0 713486 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ENDOWMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. THE FISCAL YEARS ENDING JUNE 30, 2010 THROUGH 2013 REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 40,599. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 40,599. ENDOWMENT DINNER 69961 11000 58961 32954 1425 6220 69961 11000 58961 32954 1425 6220 40599 18362 1 AFE/FIRST SCHOLARSHIPS 17 28500 GUS POESCH ENDOWMENT 2 14000 BALL SCHOLARSHIPS 9 33000 SCIENTIFIC GRANTS 8 218000 MOSMILLER INTERNSHIP 2 3000 EDUCATIONAL GRANTS 9 28002 PHILLIP SCHOLARSHIP GRANTS 5 26000 ECKE SCHOLARSHIP 1 5000 MOSMILLER SCHOLARSHIPS 3 5500 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 SUPPLEMENTAL INFORMATION PART III 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 $87,000 FROM SAF FOR THE YEAR ENDED JUNE 30, 2013. 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 $256,722 FOR GENERAL ADMINISTRATIVE SERVICES FOR THE YEAR ENDED JUNE 30, 2013. THE ENDOWMENT WAS ALSO PROVIDED OFFICE SPACE AT NO CHARGE FROM THE SOCIETY FOR THE YEAR ENDED JUNE 30, 2013. 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