2013-08-12T08:20:53-05:00 2012-09-30 MALONEY NOVOTNY LLC 1111 SUPERIOR AVENUE SUITE 700 CLEVELAND OH 44114 990 2011-10-01 340750346 THE HOLDEN ARBORETUM % JAMES W ANSBERRY HOLD 4409464400 9500 SPERRY ROAD KIRTLAND OH 440945172 CLEMENT W HAMILTON 2013-07-17 true CHRISTOPHER B ANDERSON 2163630100 2011 2016-02-24 21:20:13Z CLEMENT W HAMILTON 9500 SPERRY ROAD KIRTLAND OH 440945172 19663269 false X WWW.HOLDENARB.ORG X 1931 OH THE HOLDEN ARBORETUM IS AN OUTDOOR LIVING MUSEUM THAT PROMOTES THE BEAUTY&IMPORTANCE OF TREES&OTHER WOODY PLANTS TO CREATE SUSTAINABLE& HEALTHY COMMUNITIES IN THE GREAT LAKES REGION&BEYOND. 18 18 75 582 0 0 5882665 8580524 129326 190282 379281 1066214 319828 401014 6711100 10238034 0 0 0 0 3999830 3930134 0 0 426048 3529063 3012682 7528893 6942816 -817793 3295218 118230028 131196700 1413189 1612072 116816839 129584628 X THE HOLDEN ARBORETUM IS AN OUTDOOR LIVING MUSEUM THAT PROMOTES THE BEAUTY AND IMPORTANCE OF TREES AND OTHER WOODY PLANTS TO CREATE SUSTAINABLE AND HEALTHY COMMUNITIES IN THE GREAT LAKES REGION AND BEYOND. false false 5213386 214891 The Holden Arboretum is an outdoor living museum that promotes the beauty and importance of trees and other woody plants, to create sustainable and healthy communities in the Great Lakes region and beyond. Holden's programs are integrated to foster its vision of "a Northeast Ohio in which trees, forests, and gardens provide maximum ecological and social benefits to the region's people and communities". Organization During the past fiscal year, Holden continued to build on its 2009 strategic plan which identified three primary themes around which all of its programs would focus: (1) growing trees and communities, promoting the creation and care of interconnected networks of trees and wooded environments to sustain the ecological health of the communities where we live and work; (2) conserving native forests, fostering conservation of the diversity, health, function and ecological services of natural forested ecosystems in our region's human-impacted landscapes; and (3) engaging children with plants, instilling in children an appreciation for and knowledge of plants and their environments, so they will apply that value and understanding as adults. The strategic plan and one of its key outgrowths, the "Holden Storybook" (a compilation of themes in which Holden wishes to engage its diverse audiences), served as the basis for crafting Holden's "New Leaf" master plan for improved gardens, visitor amenities, and infrastructure in the arboretum's core 240 acres. Of the many projects included in New Leaf, several were selected for Phase One fundraising and implementation: (1) a new irrigation well and reservoir, to replace Holden's previous use of Corning Lake water, which had unacceptably high iron content; (2) a renovated Corning Library to become more attractive and functional; (3) a new 500-foot tree alle, running between the site of a future new visitor center and the new rhododendron garden; (4) a new 4.5-acre Rhododendron Discovery Garden; (5) a deer fence to enclose the core 240 acres; (6) a canopy walk to introduce students and visitors to the biology of the forest canopy, 60 feet above the ground; and (7) a renewed Corning Lake and Lotus Pond, including an exemplary connection between them. Campaign fundraising for New Leaf Phase One has proceeded well, approaching $7 million in gifts and pledges by the end of FY2011-2012, toward the total goal of $7.85M. Consequently Holden completed the irrigation project in FY2010-2011 and library in FY2011-2012, and has progressed so well on the tree alle and Discovery Garden that they will open in May 2013. The deer fence is slated for construction in FY2012-13; and the canopy walk and lake renewals will be executed in subsequent years. Holden also continued its analyses of assets and collections to ensure they support the arboretum's mission. Highlights included key additions to woody plants collections; improved focus of the library, including its special collection of rare books and art; and continued demolition of dilapidated and strategically irrelevant structures. The following account of our achievements is organized according to the three strategic themes, augmented by the general heading "Place and Purpose", under which we include how the public values Holden as a wonderful place to visit and an institution that improves their communities' general well-being. Growing Trees and Communities Horticulture During the spring and fall planting seasons, 648 trees and shrubs and 4,400+ herbaceous plants were planted. There are currently 5,637 different living plant taxa (species, varieties and cultivars) in the collections, of which 3,842 are trees, shrubs and woody vines. The holdings of the herbarium increased to 3,049 preserved plant specimens. The Plant Collections Curator continued to provide a horticultural information service to the public year-round, and responded to 286 contacts during the year with questions on plant identification, landscape plant selection and sources, horticultural practices and a range of related subjects. As a participant in the International Seed Exchange, Holden Nursery Staff distributed 281 packets of seed representing 12 different species native to Ohio on request at no charge to 88 sister institutions in 26 countries around the world and 6 states within the U.S. Research and Plant Introduction In FY12, research staff published two papers in peer-reviewed scientific journals. Research staff presented two scientific lectures at universities and scientific meetings and presented four popular lectures to green industry professionals, garden clubs and Holden members. Holden hosted and organized the American Rhododendron Society (ARS) Great Lakes Chapter meeting, which was held at the Holden Arboretum and included tours of the Leach Research Station. Research staff reviewed two scientific manuscripts for two international journals. Research staff submitted four proposals to federal and non-profit agencies, including the National Science Foundation. All research focused on resistance to root rot disease in rhododendrons caused by the soil pathogen Phytophthora cinnamomi. Field trials were established and completed to screen heat tolerant R. hyperythrum hybrids from the John Thornton program in Louisiana for resistance to P. cinnamomi, as a means of determining whether resistance may have been a factor in selection under warm (zone 8) conditions. R. hyperythrum and the Southern selections derived from it proved to be very root rot resistant under flooding conditions that favor the disease. These data were presented at the American Phytopatholgical Society Meeting in Providence RI during the summer of 2012. A total of 160 ornamental selections have been made from R. hyperythrum breeding populations evaluated in northern Ohio (USDA hardiness zone 5). Because of their potential adaptation to warmer conditions, these have been vegetatively propagated to create clonal copies for evaluation in southern Louisiana (USDA hardiness zone 8). Approximately 800 plants (5 copies of each selection) have been shipped and field planted as of February 2013. In addition, several of the most promising selections have been propagated via tissue culture, to provide hundreds of copies for evaluation under production (container) conditions in the Gulf South. This project is being done in collaboration with Plant Development Services Inc in Mobile, AL. The ability of R. hyperythrum hybrids to tolerate southern growing conditions is a novel trait not found in other rhododendrons, and therefore these plants have significant commercial potential in a new and large horticultural market. A total of $15,000 was received in grants for research on rhododendron root rot and heat tolerance from the Stanley Smith Horticultural Trust and the ARS Research Foundation. All plant breeding and introduction research was carried out by Stephen Krebs. Conserving Native Forests Research In FY12, research staff published seven papers in peer-reviewed scientific journals. Research staff presented eight scientific lectures at universities and scientific meetings and presented two popular lectures to green industry professionals, garden clubs and Holden members. Research staff reviewed twenty four scientific manuscripts for seventeen international journals, and served as ad hoc reviewers for National Science Foundation grant review panels. Two Holden scientists, David Burke and Kurt Smemo, continued a 4-year National Science Foundation-funded study examining the cumulative effects of acid rain on soil fertility, soil biodiversity, and the important role soil organisms may play in acquiring limiting nutrients from the soil for forest trees. This grant currently employs one postdoctoral scientist, who joined the research program in 2012, who will be able to further develop their scientific and technical skills in the areas of soil ecology and plant biology. Research staff submitted five proposals to federal and non-profit agencies, including the National Science Foundation and USDA. The research department completed a successful search for a new scientist in the summer of 2012. Juliana Medeiros, a plant physiological ecologist, will be joining the research department in FY 2013. Juliana's work focuses on plant traits and adaptations, and how environmental factors influence plant distribution. Education through Research Holden scientists are training/mentoring two postdoctoral scholars funded from the National Science Foundation grant awarded to Holden scientists and funding from the R. Henry Norweb Jr. Fellowship for Scientific Research in Horticulture. Holden scientists are serving on graduate student committees for four Ph.D. and/or M.S. students at Case Western Reserve University (CWRU) and Kent State University. Holden hosted two undergraduate interns in the summer of 2012 and both assisted in the National Science Foundation project examining acid rain and forest health. Research staff also performed outreac 5213386 true true false false false true true false true true false false false true false true false false false false false false false true false false false false true false false false false false false false false true false false false false false false false false false true 201 0 true 75 true false false false false false true true false false false false X 18 18 false false false false true true false true true false false false true true true true true true false false OH X JAMES W ANSBERRY 4409464400 9500 SPERRY ROAD KIRTLAND OH 440945172 Paul Abbey 2.0 X X 0 0 0 Barbara Brown 2.0 X 0 0 0 Christopher Cullis 2.0 X 0 0 0 Jonathan E Dick 2.0 X X 0 0 0 Robert R Galloway 2.0 X X 0 0 0 Sarah L Gries 2.0 X X 0 0 0 Peter S Hellman 2.0 X 0 0 0 Arlene M Holden 2.0 X 0 0 0 Stephen J Knerly Jr 2.0 X X 0 0 0 Joseph J Mahovlic 2.0 X X 0 0 0 Michael C Marino 2.0 X 0 0 0 Cynthia A Moore-Hardy 2.0 X 0 0 0 Ellen W Jones Nordell 2.0 X 0 0 0 C W Eliot Paine 2.0 X X 0 0 0 Timothy L Swanson 2.0 X 0 0 0 KK Sullivan 2.0 X 0 0 0 Michael T Victor 2.0 X 0 0 0 Ann T Whitney 2.0 X 0 0 0 Clement Hamilton 40.0 X 195193 0 28927 Jim Ansberry 40.0 X 121594 0 17380 Deborah Ryan 40.0 X 50887 0 10631 367674 0 56938 2 false true false MTR LANDSCAPE ARCHITECTS LLC 101 BELLEVUE RD PITTSBURGH PA 15229 LANDSCAPE ARCHITECTS 346143 ADDECO EMPLOYMENT SERVICES PO BOX 371084 PITTSBURGH PA 15250 SEASONAL LABOR 266586 THE ALBERT M HIGLEY CO 2926 CHESTER AVENUE CLEVELAND OH 44114 CONSTRUCTION MGMT. 160766 COLD HARBOR BUILDING COMPANY 115 INDUSTRIAL PARKWAY CHARDON OH 44024 BLDG.CONSTRUCTION 168590 VIZMEG LANDSCAPE INC 778 MCCAULEY ROAD 100 STOW OH 44224 LANDSCAPE CONSTRUCT. 392572 5 4000 8576524 370080 8580524 ADMISSIONS 900099 62342 62342 EDUCATION COURSES 611600 127940 127940 190282 507826 507826 0 0 182188 182188 182188 182188 8618847 1226452 8977852 309059 -359005 917393 558388 558388 225487 81454 144033 144033 0 107054 56870 50184 50184 CENTER FOR PLANT CONSERVATION 900099 8000 8000 WOODLAND 5K RUN FEES 900099 5500 5500 INSURANCE PROCEEDS 900099 5100 5100 6009 6009 24609 10238034 214891 1442619 0 0 0 0 404741 311651 65568 27522 0 2891176 2209551 480101 201524 188119 143448 30871 13800 216360 161075 38940 16345 229738 175804 37988 15946 0 37639 27560 9544 535 31500 23065 7987 448 0 0 0 171809 125804 43563 2442 102629 59137 41492 2000 84994 44481 23543 16970 31318 14374 13196 3748 0 211641 178253 26181 7207 0 0 125491 68725 39741 17025 11073 11073 0 646690 594704 12218 39768 112254 64586 47668 EDUCATION & PROMOTIONAL EXP. 406131 323993 49647 32491 SITE PLANNING 270879 270879 LANDSCAPE MAINTENANCE 354806 354056 750 BUILDING & EQUIPMENT MAINTENAN 283239 212157 54306 16776 130589 109889 9949 10751 6942816 5213386 1303382 426048 0 0 296097 1845712 920022 2125898 0 0 0 0 0 0 0 0 36264 28801 0 0 30419030 9540435 20104971 20878595 96859296 106272438 0 0 0 0 0 0 13378 45256 118230028 131196700 693052 739255 0 0 47564 43903 0 0 0 0 0 0 0 0 419957 569957 252616 258957 1413189 1612072 X 35581820 39808765 1893020 4042875 79341999 85732988 116816839 129584628 118230028 131196700 X 3295218 9472571 X false true true X false X false false false 7464663 6344389 5871900 5882665 8580524 34144141 7464663 6344389 5871900 5882665 8580524 34144141 23178474 10965667 873949 424739 440418 470964 690014 2900084 148808 128883 136229 122242 168642 704804 37749029 1397352 0.29049 0.24187 X HOLDEN ARBORETUM'S PUBLIC SUPPORT PERCENTAGE, AS SHOWN ON LINE 14 OF PART II OF SCHEDULE A, IS BELOW THE SECTION 509(a)(1) REQUIREMENT OF 33.33%. THE ARBORETUM SUBMITS THAT IT SHOULD BE CONSIDERED AS A "PUBLICLY SUPPORTED ORGANIZATION" BECAUSE IT SATISFIES THE 10% FACTS AND CIRCUMSTANCES TEST OF REGULATION SECTION 1.170A-9(f)(3). REGULATION SECTION 1.170A-9(f)(3) REQUIRES AN ORGANIZATION TO HAVE A PUBLIC SUPPORT PERCENTAGE OF GREATER THAN 10%, WHICH THE ARBORETUM MEETS. FURTHER, THE REGULATION REQUIRES AN ORGANIZATION TO BE SO ORGANIZED AND OPERATED AS TO ATTRACT NEW AND ADDITIONAL PUBLIC OR GOVERNMENTAL SUPPORT ON A CONTINUOUS BASIS. THE ARBORETUM MAINTAINS A CONTINUOUS AND BONA FIDE SOLICITATION PROGRAM TO OBTAIN CONTRIBUTIONS FROM THE GENERAL PUBLIC INCLUDING THE CURRENT MULTI-YEAR CAPITAL CAMPAIGN THAT THE ARBORETUM HAS UNDERTAKEN. ITS CHARITABLE AND EDUCATIONAL ACTIVITIES ARE OF INTEREST TO THE ENTIRE COMMUNITY. THE ARBORETUM FURTHER SUBMITS THAT IT SATISFIES MANY OF THE ADDITIONAL FACTORS SPECIFIED IN REGULATION SECTION 1.170A-9(f)(3)(iii) TO (vii): (1) ITS PUBLIC SUPPORT PERCENTAGE IS CLOSE TO THE REQUIRED 33.33% AND IS SUBSTANTIALLY MORE THAN 10%; (2) ITS FACILITIES ARE DIRECTLY AVAILABLE TO THE PUBLIC ON A YEAR-ROUND BASIS. THE ARBORETUM OFFERS FESTIVALS, SPECIAL EVENTS, EDUCATIONAL PROGRAMS, AND OTHER ACTIVITIES RELATED TO ITS TREES, SHRUBS, PLANTS, AND OTHER NATURAL RESOURCES; (3) THE ARBORETUM'S BOARD OF DIRECTORS IS COMPRISED OF A BROAD CROSS-SECTION OF THE COMMUNITY THAT REPRESENTS THE INTERESTS OF THE PUBLIC INSTEAD OF THE PERSONAL INTERESTS OF A SMALL GROUP OF PEOPLE. ITS DIRECTORS INCLUDE COMMUNITY LEADERS AND EXPERTS IN THE HORTICULTURAL AND AGRICULTURAL FIELDS; (4) THE ACTIVITIES OF THE ARBORETUM ARE BROAD AND APPEAL TO PERSONS HAVING AN INTEREST IN NATURE AND NATURE'S RESOURCES. THE ARBORETUM CONDUCTS MANY SCIENTIFIC STUDIES AND ENGAGES IN OTHER EDUCATIONAL ACTIVITIES TO INCREASE KNOWLEDGE AND UNDERSTANDING OF HORTICULTURAL AND AGRICULTURAL TOPICS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 23 1489.00 0 0 0 1 true 60.00 0 true X X X false 20178951 746458 3230903 954708 23201604 22008573 755467 -252362 2332727 20178951 21000048 890496 1604491 1486462 22008573 21701435 -364878 -173832 162677 21000048 0.80210 0.11474 0.08316 false false 12317887 12317887 8312100 4202640 4109460 3473713 2240876 1232837 6315330 3096919 3218411 20878595 0 GIFT ANNUITY LIABILITY 258957 258957 10238034 6942816 3295218 9472571 9472571 12767789 19710605 9472571 9472571 10238034 10238034 6942816 6942816 6942816 CONSERVATION EASEMENTS, PART II, LINE 9: THE ARBORETUM HAS RECEIVED CONTRIBUTIONS OF DEVELOPMENT RIGHTS - VIA CONSERVATION EASEMENTS - ASSOCIATED WITH APPROXIMATELY 1,489 ACRES OF LAND. NO VALUE HAS BEEN PLACED ON THESE CONTRIBUTIONS AND THE EASEMENTS ARE NOT REFLECTED IN THE STATEMENT OF FINANCIAL POSITION. HOWEVER, THE ARBORETUM IS REQUIRED TO MAINTAIN THE INTEGRITY OF THE EASEMENTS AND MAY INCUR LEGAL AND OTHER COSTS TO ENFORCE THE EASEMENTS. USE OF ENDOWMENT FUNDS, PART V, LINE 4: THE ARBORETUM ENDOWMENT CONSISTS OF SEVERAL PERMANENTLY RESTRICTED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT FUNDS ARE RECORDED AT HISTORICAL DOLLAR VALUE. INCOME AND REALIZED/UNREALIZED GAINS/LOSSES FOR SOME SPECIFIC FUNDS' INCOME IS RECORDED AS TEMPORARILY RESTRICTED UNTIL SPENT FOR THOSE SPECIFIC PURPOSES IN ACCORDANCE WITH THE SPENDING POLICY APPROVED BY THE BOARD OF DIRECTORS. IN ADDITION, EARNINGS IN EXCESS OF THE SPENDING POLICY ARE ADDED TO TEMPORARILY RESTRICTED NET ASSETS. INCOME FROM OTHER FUNDS IS TO BE USED FOR THE GENERAL OPERATIONS, AND IS RECORDED AS UNRESTRICTED. COLLECTIONS, PART III, LINE 1A AND 4: PERMANENT COLLECTIONS - THE ARBORETUM'S ACCESSIONED COLLECTIONS OF WOODY PLANTS AND HERBACEOUS PLANTS OF CONSERVATION SIGNIFICANCE, HERBARIUM SPECIMENS, WOOD SAMPLES, TREE ARTIFACTS, LIBRARY AND RARE BOOKS AND WORKS OF ART THAT SUPPORT THE ARBORETUM'S MISSION ARE PROTECTED AND PRESERVED FOR PUBLIC EXHIBITION, EDUCATION, RESEARCH AND FURTHERANCE OF THE PUBLIC GOOD. ACCORDINGLY, SUCH COLLECTIONS ARE NOT RECORDED FOR FINANCIAL STATEMENT PURPOSES. ADDITIONS AND DEACCESSIONS TO THE PERMANENT COLLECTIONS ARE MADE PER THE GUIDELINES PROMULGATED BY THE BOARD OF DIRECTORS. THIS COLLECTION MANAGEMENT POLICY HAS BEEN DEVELOPED IN ACCORDANCE WITH THE AMERICAN ALLIANCE OF MUSEUM'S CODE OF ETHICS. OBJECTS IN THE ARBORETUM'S PERMANENT COLLECTIONS ARE NEITHER DISPOSED OF FOR FINANCIAL GAIN NOR ENCUMBERED IN ANY MANNER. BENEFIT 200001 200001 19801 41229 WINE TASTING 17495 17495 13653 1 7991 7991 6771 225487 225487 19801 61653 81454 144033 X X true true X X X X X false false false false false false false false false Clement Hamilton 195193 0 0 0 0 0 11907 0 17020 0 224120 0 0 0 BENEFITS PROVIDED TO CERTAIN OFFICERS, PART I, LINE 1A: THE ARBORETUM PROVIDED HOUSING TO ITS PRESIDENT & CEO, CLEMENT HAMILTON. MR. HAMILTON PAYS FAIR MARKET VALUE RENT FOR THE HOUSING, AND THIS ARRANGEMENT WAS APPROVED BY THE BOARD OF DIRECTORS. THE ARBORETUM ALSO PAID DUES FOR A SOCIAL CLUB FOR MR. HAMILTON. MR. HAMILTON REIMBURSES THE ARBORETUM FOR HIS PERSONAL USE OF THE CLUB. X 16 368912 FMV X 5 768 FMV X AUCTION ITEMS 111 0 N/A X PLANTS 1 400 FMV false true true GIFTS FOR WHICH REVENUE IS NOT RECORDED, PART I, LINE 33: THE ARBORETUM ACCEPTS GIFTS OF CONSERVATION EASEMENTS BUT DOES NOT RECORD REVENUE OR ASSETS IN ITS BOOKS AND RECORDS. USE OF THIRD PARTIES, PART I, LINE 32B: THE ARBORETUM USES THE SERVICES OF A BROKER TO SELL DONATED SECURITIES. THE FEES CHARGED ARE AT OR BELOW FAIR MARKET VALUE. MEMBERS OF THE ORGANIZATION, FORM 990, PART VI, LINE 6: THE ORGANIZATION HAS TWO KINDS OF MEMBERSHIP. MEMBERS OF THE CORPORATION ARE ELECTED BY THE BOARD OF DIRECTORS FOR A FIVE YEAR TERM AND ARE ENTITLED TO VOTE AS MEMBERS OF THE CORPORATION. GENERAL MEMBERS ARE NOT MEMBERS OF THE CORPORATION AND HAVE NO VOTING AUTHORITY. ELECTION OF MEMBERS, FORM 990, PART VI, LINE 7A: THE BOARD OF DIRECTORS CAN ESTABLISH GENERAL MEMBERS IN ONE OR MORE CLASSIFICATIONS. REVIEW OF FORM 990, FORM 990, PART VI, LINES 11A AND 11B: THE BOARD OF DIRECTORS HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE AND OPERATING MANAGEMENT. AFTER REVIEW OF THE FORM 990, THE AUDIT COMMITTEE WILL ADVISE THE BOARD OF DIRECTORS OF THE REVIEW AND PROVIDE THE FORM 990 TO THE BOARD OF DIRECTORS PRIOR TO FILING. THE ARBORETUM WILL REDACT THE NAMES AND ADDRESSES OF DONORS ON SCHEDULE B FOR THE VERSION OF THE 990 THAT WILL BE SENT TO THE BOARD. AS SUCH, WE ARE REQUIRED TO ANSWER "NO" TO THE QUESTION ON LINE 11A EVEN THOUGH A COPY OF THE 990 WILL PROVIDED TO THE BOARD BEFORE FILING BECAUSE OF THE DELETION OF CERTAIN INFORMATION FROM SCHEDULE B. MONITORING AND ENFORCEMENT OF CONFLICT POLICY, FORM 990, PART VI, LINE 12C: THE ORGANIZATION USES A PROCESS OF ANNUAL ATTESTATION, IN WRITING, THAT DIRECTORS, OFFICERS, AND MANAGERS WITH PURCHASING AUTHORITY ARE IN COMPLIANCE WITH HOLDEN'S CONFLICT OF INTEREST POLICY. HOLDEN'S OPERATING MANAGEMENT CONTINUALLY MONITORS COMPLIANCE WITH HOLDEN'S POLICIES AND PROCEDURES. COMPENSATION REVIEW AND APPROVAL, FORM 990, PART VI, LINE 15: THE PRESIDENT AND CEO'S SALARY IS ESTABLISHED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AFTER REVIEWING COMPENSATION DATA FROM SIMILARLY SIZED ABORETA AND PUBLIC GARDENS, OTHER LOCAL CULTURAL INSTITUTIONS, AND CONSIDERATION OF LOCAL ECONOMIC CONDITIONS. THE COMMITTEE MEMBERS ARE INDEPENDENT OF THE PRESIDENT AND CEO. AVAILABILITY OF DOCUMENTS, FORM 990, PART VI, LINE 19: THREE YEARS OF AUDITED FINANCIAL STATEMENTS ARE AVAIALABLE ON HOLDEN'S WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. HOLDEN DOES NOT MAKE ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. OTHER CHANGES IN NET ASSETS, FORM 990, PART XI, LINE 5: UNREALIZED GAIN ON INVESTMENTS: $9,472,571