AMERICAN FLORAL ENDOWMENT: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN FLORAL ENDOWMENT (EIN 23-6268380)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-13
- IRS object ID
- 201320449349301267
- Schema version
- 2011v1.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-13T14:15:28-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521855942 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE AND TRYON | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236268380 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN FLORAL ENDOWMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 7038385211 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 DUKE STREET | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL BACHMAN | Name |
| Title | CHAIRMAN | Title |
| Phone | 7038385211 | Phone |
| Date Signed | 2013-02-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUBRINA L WOOD | Name |
| PTIN | P00365899 | PTIN |
| Phone | 2022932200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PAUL BACHMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 DUKE STREET | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 774999 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ENDOWMENT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1961 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 20 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 240421 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 367249 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 719253 | InvestmentIncomePriorYear |
| Investment Income Current Year | 279390 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 51724 | OtherRevenuePriorYear |
| Other Revenue Current Year | 23990 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1011398 | TotalRevenuePriorYear |
| Total Revenue Current Year | 670629 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 306702 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 337250 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 61690 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 286584 | OtherExpensePriorYear |
| Other Expenses Current Year | 317888 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 593286 | TotalExpensesPriorYear |
| Total Expenses Current Year | 655138 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 418112 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 15491 | RevenuesLessExpensesCY |
| Total Assets BOY | 14712634 | TotalAssetsBOY |
| Total Assets EOY | 14343262 | TotalAssetsEOY |
| Total Liabilities BOY | 69011 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 47633 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14643623 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 14295629 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 372250 | Expense |
| Grants | 337250 | Grants |
| Description | GRANT EXPENDITURES - ADVANCEMENT OF RESEARCH AND PROJECTS OF BENEFIT TO ORNAMENTAL FLORICULTURE AND HORTICULTURE. | Description |
| Total Program Service Expense | 372250 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBRA L AKER EXECUTIVE DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7038385211 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 DUKE STREET | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| THOMAS BUTLER | ||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 |
| PAUL BACHMAN | ||||||
| CHAIRMAN-ELECT | 1.00 | X | X | 0 | 0 | 0 |
| JAMES R PHILLIP JR | ||||||
| TREASURER/SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| KEN ALTMAN | ||||||
| TREASURER/SECRETARY ELECT | 1.00 | X | X | 0 | 0 | 0 |
| HARRISON KENNICOTT | ||||||
| PAST-CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 |
| DAVID NIKLAS | ||||||
| TREASURER/SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| LANE DEVRIES | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GABRIEL BECERRA | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RAMON GARCIA | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PJ ELLISON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DWIGHT LARIMER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROBERT MADDUX | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ERIC NISSEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARVIN MILLER PHD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KRISTI HUFFMAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LAURA SHINALL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BOB WILKINS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ALVARO FERRO | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CHARLES KREMP | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MIKE DUVALL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 162844 | FundraisingEvents |
| All Other Contributions | 204405 | AllOtherContributions |
| Total Contributions | 367249 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 346284 | TotalRevenueColumn |
| Exclusion | $346,284 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 66894 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -66894 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -66894 | TotalRevenueColumn |
| Related Or Exempt Function Income | -66894 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 61325 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 162844 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 37476 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23849 | TotalRevenueColumn |
| Exclusion | $23,849 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 141 | TotalRevenueColumn |
| Related Or Exempt Function Income | 141 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 141 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 670629 | TotalRevenueColumn |
| Related Or Exempt Function Income | -66753 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $370,133 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 337250 | Total |
| Program Services | 337250 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109398 | Total |
| Management And General | 109398 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 410 | Total |
| Management And General | 410 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17060 | Total |
| Management And General | 17060 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3767 | Total |
| Management And General | 3767 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94862 | Total |
| Program Services | 35000 | ProgramServices |
| Management And General | 20445 | ManagementAndGeneral |
| Fundraising | 39417 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21659 | Total |
| Management And General | 5350 | ManagementAndGeneral |
| Fundraising | 16309 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15138 | Total |
| Management And General | 15138 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3359 | Total |
| Management And General | 3359 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10414 | Total |
| Management And General | 10414 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14781 | Total |
| Management And General | 10918 | ManagementAndGeneral |
| Fundraising | 3863 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2523 | Total |
| Management And General | 2523 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| REGISTRATION | 11227 | 11227 | |
| MISCELLANEOUS | 11189 | 11189 | |
| PLANNED GIVING | 2101 | 2101 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 655138 | Total |
| Program Services | 372250 | ProgramServices |
| Management And General | 221198 | ManagementAndGeneral |
| Fundraising | 61690 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3391 | BOY |
| EOY | 17165 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 286783 | BOY |
| EOY | 443153 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 125 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12492567 | BOY |
| EOY | 11719970 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1735013 | BOY |
| EOY | 1988480 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194880 | BOY |
| EOY | 174369 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14712634 | BOY |
| EOY | 14343262 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8310 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60701 | BOY |
| EOY | 47633 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69011 | BOY |
| EOY | 47633 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10414538 | BOY |
| EOY | 9868180 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2921289 | BOY |
| EOY | 3042644 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1307796 | BOY |
| EOY | 1384805 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14643623 | BOY |
| EOY | 14295629 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14712634 | BOY |
| EOY | 14343262 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 15491 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -342974 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 342273 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 698287 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 355389 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 240421 | CurrentTaxYearMinus1Year |
| Current Tax Year | 374999 | CurrentTaxYear |
| Total | 2011369 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 342273 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 698287 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 355389 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 240421 | CurrentTaxYearMinus1Year |
| Current Tax Year | 374999 | CurrentTaxYear |
| Total | 2011369 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 427832 | AmountsSubstContributorsTotal |
| Public Support Total170 | 1583537 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 369105 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 322602 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 258465 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 297841 | CurrentTaxYearMinus1Year |
| Current Tax Year | 346284 | CurrentTaxYear |
| Total | 1594297 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 22813 | CurrentTaxYearMinus1Year |
| Current Tax Year | -20100 | CurrentTaxYear |
| Total | 2713 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 3608379 | TotalSupport |
| Gross Receipts From Admissions Etc | 181760 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.43880 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.44100 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12126959 | BeginningOfYearBalance |
| Contributions | 145714 | Contributions |
| Investment Earnings Or Losses | -78548 | InvestmentEarningsOrLosses |
| Other Expenditures | 527791 | OtherExpenditures |
| End Of Year Balance | 11666334 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10133862 | BeginningOfYearBalance |
| Contributions | 110541 | Contributions |
| Investment Earnings Or Losses | 2227976 | InvestmentEarningsOrLosses |
| Other Expenditures | 345420 | OtherExpenditures |
| End Of Year Balance | 12126959 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9416886 | BeginningOfYearBalance |
| Contributions | 97762 | Contributions |
| Investment Earnings Or Losses | 854065 | InvestmentEarningsOrLosses |
| Other Expenditures | 234851 | OtherExpenditures |
| End Of Year Balance | 10133862 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11696792 | BeginningOfYearBalance |
| Contributions | 231766 | Contributions |
| Investment Earnings Or Losses | -1628513 | InvestmentEarningsOrLosses |
| Other Expenditures | 883159 | OtherExpenditures |
| End Of Year Balance | 9416886 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.87700 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.12300 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| NORTHERN TRUST ALPHA STRATEGIES FUND | 1233849 | F |
| NORTHERN TRUST PRIVATE EQUITY FUND III, LP | 754631 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1988480 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SEELEY LIABILITY INCOME | Description |
| Amount | $47,633 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 47633 | TotalOfAmounts |
| Total Revenue | 670629 | TotalRevenue |
| Total Expenses | 655138 | TotalExpenses |
| Excess Or Deficit For Year | 15491 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -342974 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -342974 | TotalAdjustments |
| Excess Or Deficit Per FS | -327483 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 344620 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -363485 | NetUnrealizedGainsInvestments |
| Other Revenues | 37476 | OtherRevenues |
| Revenue Not Rptd F990 | -326009 | RevenueNotRptdF990 |
| Revenue Subtotal | 670629 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 670629 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 692614 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 37476 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 37476 | ExpensesNotRptdF990 |
| Expenses Subtotal | 655138 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 655138 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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: | 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, 2008 THROUGH 2011 REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 37,476. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 37,476. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PHONE-A-THON | NameOfEvent1 |
| Gross Receipts Event1 | 162844 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 162844 | CharitableContributionsEvent1 |
| Name Of Event2 | DINNER | NameOfEvent2 |
| Gross Receipts Event2 | 69075 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 69075 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 26476 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 1350 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 9650 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 231919 | GrossReceiptsTotal |
| Charitable Contributions Total | 162844 | CharitableContributionsTotal |
| Gross Revenue Total Events | 69075 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 26476 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 1350 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 9650 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 37476 | DirectExpenseSummaryEvents |
| Net Income Summary | 31599 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (7 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| AFE/FIRST SCHOLARSHIPS | 17 | 24750 |
| GUS POESCH ENDOWMENT | 2 | 14000 |
| BALL SCHOLARSHIPS | 7 | 27000 |
| SCIENTIFIC GRANTS | 12 | 230000 |
| MOSMILLER INTERNSHIP | 2 | 4000 |
| EDUCATIONAL GRANTS | 8 | 15000 |
| PHILLIP SCHOLARSHIP GRANTS | 5 | 21000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: PROGRESS REPORTS AND CONTINUING FUNDING APPLICATIONS ARE REQUIRED FOR ALL GRANTS. THESE ARE REVIEWED ANNUALLY BY BOARD COMMITTEES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 ORGANZIATION, 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 $198,312 FOR GENERAL ADMINISTRATIVE SERVICES FOR THE YEAR ENDED JUNE 30, 2012. THE ENDOWMENT WAS ALSO PROVIDED OFFICE SPACE AT NO CHARGE FROM THE SOCIETY FOR THE YEAR ENDED JUNE 30, 2012. | |
| 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 XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -342,974. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE REVIEW PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR. |
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