2013-02-13T14:15:28-06:00 2012-06-30 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2011-07-01 236268380 AMERICAN FLORAL ENDOWMENT AMER 7038385211 1601 DUKE STREET ALEXANDRIA VA 22314 PAUL BACHMAN 7038385211 2013-02-13 1 SUBRINA L WOOD P00365899 2022932200 2011 2016-03-07 17:11:31Z PAUL BACHMAN 1601 DUKE STREET ALEXANDRIA VA 22314 774999 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. 20 20 0 20 0 0 240421 367249 0 0 719253 279390 51724 23990 1011398 670629 306702 337250 0 0 0 0 0 0 61690 286584 317888 593286 655138 418112 15491 14712634 14343262 69011 47633 14643623 14295629 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 372250 337250 GRANT EXPENDITURES - ADVANCEMENT OF RESEARCH AND PROJECTS OF BENEFIT TO ORNAMENTAL FLORICULTURE AND HORTICULTURE. 372250 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 20 20 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 IL X X DEBRA L AKER EXECUTIVE DIRECTOR 7038385211 1601 DUKE STREET ALEXANDRIA VA 22314 X THOMAS BUTLER 1.00 X X 0 0 0 PAUL BACHMAN 1.00 X X 0 0 0 JAMES R PHILLIP JR 1.00 X X 0 0 0 KEN ALTMAN 1.00 X X 0 0 0 HARRISON KENNICOTT 1.00 X X 0 0 0 DAVID NIKLAS 1.00 X X 0 0 0 LANE DEVRIES 1.00 X 0 0 0 GABRIEL BECERRA 1.00 X 0 0 0 RAMON GARCIA 1.00 X 0 0 0 PJ ELLISON 1.00 X 0 0 0 DWIGHT LARIMER 1.00 X 0 0 0 ROBERT MADDUX 1.00 X 0 0 0 ERIC NISSEN 1.00 X 0 0 0 MARVIN MILLER PHD 1.00 X 0 0 0 KRISTI HUFFMAN 1.00 X 0 0 0 LAURA SHINALL 1.00 X 0 0 0 BOB WILKINS 1.00 X 0 0 0 ALVARO FERRO 1.00 X 0 0 0 CHARLES KREMP 1.00 X 0 0 0 MIKE DUVALL 1.00 X 0 0 0 0 0 0 0 0 0 0 0 162844 204405 367249 346284 346284 66894 -66894 -66894 -66894 61325 162844 37476 23849 23849 MISCELLANEOUS 900099 141 141 141 670629 -66753 0 370133 337250 337250 109398 109398 410 410 17060 17060 3767 3767 94862 35000 20445 39417 21659 5350 16309 15138 15138 3359 3359 10414 10414 14781 10918 3863 2523 2523 REGISTRATION 11227 11227 MISCELLANEOUS 11189 11189 PLANNED GIVING 2101 2101 655138 372250 221198 61690 3391 17165 286783 443153 0 125 12492567 11719970 1735013 1988480 194880 174369 14712634 14343262 8310 0 60701 47633 69011 47633 X 10414538 9868180 2921289 3042644 1307796 1384805 14643623 14295629 14712634 14343262 X 15491 -342974 X X 0 1 1 X 0 X 342273 698287 355389 240421 374999 2011369 342273 698287 355389 240421 374999 2011369 427832 1583537 369105 322602 258465 297841 346284 1594297 22813 -20100 2713 3608379 181760 0.43880 0.44100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12126959 145714 -78548 527791 11666334 10133862 110541 2227976 345420 12126959 9416886 97762 854065 234851 10133862 11696792 231766 -1628513 883159 9416886 0.87700 0.12300 0 0 0 NORTHERN TRUST ALPHA STRATEGIES FUND 1233849 F NORTHERN TRUST PRIVATE EQUITY FUND III, LP 754631 F 1988480 SEELEY LIABILITY INCOME 47633 47633 670629 655138 15491 -342974 -342974 -327483 344620 -363485 37476 -326009 670629 0 670629 692614 37476 37476 655138 0 655138 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. PHONE-A-THON 162844 162844 DINNER 69075 69075 26476 1350 9650 231919 162844 69075 26476 1350 9650 37476 31599 1 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 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. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -342,974. FORM 990, PART XII, LINE 2C THE REVIEW PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR.