JAMES M COX JR ARBORETUM FOUNDATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: JAMES M COX JR ARBORETUM FOUNDATION (EIN 31-0711248)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-09-24
IRS object ID: 201322679349300437
Schema version: 2012v2.3
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-09-24T16:34:33-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HAMMERMAN GRAF HUGHES & COMPANY INC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	4486 INDIAN RIPPLE ROAD	AddressLine1
City	DAYTON	City
State	OH	State
ZIP Code	454403203	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	310711248	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	JAMES M COX JR ARBORETUM	BusinessNameLine1
Business Name Line2	FOUNDATION	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	JAME	NameControl
Phone	9374349005	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6733 SPRINGBORO PIKE	AddressLine1
City	DAYTON	City
State	OH	State
ZIP Code	454493496	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	FRANK SCOTT	Name
Title	PRESIDENT	Title
Phone	9374349005	Phone
Date Signed	2013-09-16	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	RICHARD P GRAF CPA	Name
Phone	9373201262	Phone
Date Prepared	2013-09-24	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Gross Receipts	821259	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.COXARBORETUM.COM	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Activity Or Mission Description	PROVIDE EDUCATIONAL, SCIENTIFIC, CIVIC AND CULTURAL PROGRAMS AND ACTIVITIES RELATING TO THE ADVANCEMENT OF ARBORICULTURE, HORTICULTURE AND RELATED FIELDS BY PROVIDING SUPPORT FOR THE COX ARBORETUM AS A FREE ARBORETUM/MUSEUM FOR THE BENEFIT OF THE GENERAL PUBLIC OF THE DAYTON, OHIO AREA.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	9	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	9	NbrIndependentVotingMembers
Total Nbr Employees	4	TotalNbrEmployees
Total Nbr Volunteers	756	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	212195	ContributionsGrantsPriorYear
Contributions Grants Current Year	190643	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	117768	ProgramServiceRevenuePriorYear
Program Service Revenue CY	86742	ProgramServiceRevenueCY
Investment Income Prior Year	42869	InvestmentIncomePriorYear
Investment Income Current Year	110724	InvestmentIncomeCurrentYear
Other Revenue Prior Year	29535	OtherRevenuePriorYear
Other Revenue Current Year	26730	OtherRevenueCurrentYear
Total Revenue Prior Year	402367	TotalRevenuePriorYear
Total Revenue Current Year	414839	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	130621	SalariesEtcPriorYear
Salaries Etc Current Year	98290	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	32672	TotalFundrsngExpCurrentYear
Other Expense Prior Year	124977	OtherExpensePriorYear
Other Expenses Current Year	752386	OtherExpensesCurrentYear
Total Expenses Prior Year	255598	TotalExpensesPriorYear
Total Expenses Current Year	850676	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	146769	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-435837	RevenuesLessExpensesCY
Total Assets BOY	4847876	TotalAssetsBOY
Total Assets EOY	4409715	TotalAssetsEOY
Total Liabilities BOY	64917	TotalLiabilitiesBOY
Total Liabilities EOY	62593	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	4782959	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	4347122	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	PROVIDE EDUCATIONAL, SCIENTIFIC, CIVIC AND CULTURAL PROGRAMS AND ACTIVITIES RELATING TO THE ADVANCEMENT OF ARBORICULTURE, HORTICULTURE AND RELATED FIELDS BY PROVIDING SUPPORT FOR THE COX ARBORETUM AS A FREE ARBORETUM/MUSEUM FOR THE BENEFIT OF THE GENERAL PUBLIC OF THE DAYTON, OHIO AREA.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	764011	Expense
Description	ANNUAL PLANTINGS, CAPITAL IMPROVEMENTS AND SPECIAL EDUCATIONAL PROGRAMS AND ACTIVITIES RELATED TO HORTICULTURE AND ARBORICULTURE AT COX ARBORETUM	Description
Total Program Service Expense	764011	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	1	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	4	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	9	NbrVotingGoverningBodyMembers
Number Independent Voting Members	9	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	OH	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	BETH REDDEN	NamePerson
Telephone Number	9374349005	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	6733 SPRINGBORO PIKE	AddressLine1
City	DAYTON	City
State	OH	State
ZIP Code	45449	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (9 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer
ED BLAKE
BOARD MEMBER	2.00	X	0	0	0
WILLIAM LOVE
BOARD MEMBER	2.00	X	0	0	0
BOB ZIKIAS
TREASURER	2.00	X	0	0	0	X
FRANK SCOTT
BOARD PRESID	2.00	X	0	0	0	X
JENNIFER HANN HARRISON
SECRETARY	2.00	X	0	0	0	X
TERESA MARRINAN
PAST BOARD P	2.00	X	0	0	0	X
JOHN HALEY
BOARD MEMBER	2.00	X	0	0	0
JEFF SIEBENTHALER
BOARD MEMBER	2.00	X	0	0	0
KIMBERLY ROBINSON
BOARD MEMBER	2.00	X	0	0	0

Field	Value	IRS element (for citing)
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
All Other Contributions	190643	AllOtherContributions
Total Contributions	190643	TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescription	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
GENERAL	42708	42708
FOUNDERS SOCIETY	32019	32019
ANNUAL PLANT SALE	9799	9799
IN-KIND CONTRIBUTIONS	2216	2216

Field	Value	IRS element (for citing)
Total Program Service Revenue	86742	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	118998	TotalRevenueColumn
Related Or Exempt Function Income	59825	RelatedOrExemptFunctionIncome
Exclusion	$59,173	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	374057	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	382331	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	-8274	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	-8274	TotalRevenueColumn
Related Or Exempt Function Income	-8274	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	50819	GrossSalesOfInventory
Cost Of Goods Sold	24089	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	26730	TotalRevenueColumn
Related Or Exempt Function Income	26730	RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	414839	TotalRevenueColumn
Related Or Exempt Function Income	165023	RelatedOrExemptFunctionIncome
Exclusion	$59,173	ExclusionAmount

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	92235	Total
Program Services	58108	ProgramServices
Management And General	18447	ManagementAndGeneral
Fundraising	15680	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	6055	Total
Program Services	3815	ProgramServices
Management And General	1211	ManagementAndGeneral
Fundraising	1029	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	11365	Total
Management And General	11365	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	8858	Total
Program Services	8858	ProgramServices

Advertising Advertising

Field	Value	IRS element (for citing)
Total	4883	Total
Fundraising	4883	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	5394	Total
Program Services	3398	ProgramServices
Management And General	1079	ManagementAndGeneral
Fundraising	917	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	5891	Total
Program Services	3711	ProgramServices
Management And General	1178	ManagementAndGeneral
Fundraising	1002	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	14	Total
Program Services	14	ProgramServices

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	560402	Total
Program Services	560402	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	7310	Total
Management And General	7310	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	1798	Total
Program Services	1133	ProgramServices
Management And General	360	ManagementAndGeneral
Fundraising	305	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
MASTER PLAN RELATED COSTS	53345	53345
CONSULTANT	46126	29059	9225	7842
EDUCATION PROGRAM EXPENSE	15667	15667
GROUNDS AND GARDENS	9412	9412

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	21921	Total
Program Services	17089	ProgramServices
Management And General	3818	ManagementAndGeneral
Fundraising	1014	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	850676	Total
Program Services	764011	ProgramServices
Management And General	53993	ManagementAndGeneral
Fundraising	32672	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	286292	BOY
EOY	95535	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	1817298	BOY
EOY	2209783	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	13705	BOY
EOY	9705	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	13207	BOY
EOY	11088	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	545327	BOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	126665	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	125093	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	8882	BOY
EOY	1572	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	2163165	BOY
EOY	2082032	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	4847876	BOY
EOY	4409715	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	192	BOY
EOY	218	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	64725	BOY
EOY	62375	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	64917	BOY
EOY	62593	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1674088	BOY
EOY	1085588	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	2108871	BOY
EOY	2261534	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1000000	BOY
EOY	1000000	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	4782959	BOY
EOY	4347122	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	4847876	BOY
EOY	4409715	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	-435837	ReconcilationRevenueExpenses
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	true	AuditCommittee
Federal Grant Audit Required	false	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	514976	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	441872	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	383022	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	212195	CurrentTaxYearMinus1Year
Current Tax Year	190643	CurrentTaxYear
Total	1742708	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	514976	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	441872	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	383022	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	212195	CurrentTaxYearMinus1Year
Current Tax Year	190643	CurrentTaxYear
Total	1742708	Total

Field	Value	IRS element (for citing)
Public Support Total170	1742708	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	107011	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	85009	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	68212	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	64437	CurrentTaxYearMinus1Year
Current Tax Year	59173	CurrentTaxYear
Total	383842	Total

Field	Value	IRS element (for citing)
Total Support	2126550	TotalSupport
Gross Receipts From Admissions Etc	197386	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.81950	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.85760	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	1000000	BeginningOfYearBalance
Investment Earnings Or Losses	1578	InvestmentEarningsOrLosses
Other Expenditures	1578	OtherExpenditures
End Of Year Balance	1000000	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1000000	BeginningOfYearBalance
Investment Earnings Or Losses	20972	InvestmentEarningsOrLosses
Other Expenditures	20972	OtherExpenditures
End Of Year Balance	1000000	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1000000	BeginningOfYearBalance
Investment Earnings Or Losses	48518	InvestmentEarningsOrLosses
Other Expenditures	48518	OtherExpenditures
End Of Year Balance	1000000	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1000000	BeginningOfYearBalance
Investment Earnings Or Losses	14347	InvestmentEarningsOrLosses
Other Expenditures	14347	OtherExpenditures
End Of Year Balance	1000000	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1000000	BeginningOfYearBalance
Investment Earnings Or Losses	70221	InvestmentEarningsOrLosses
Other Expenditures	70221	OtherExpenditures
End Of Year Balance	1000000	EndOfYearBalance

Field	Value	IRS element (for citing)
Permanent Endowment EOY Balance	1.00000	PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	126665	OtherCostOrOtherBasis
Depreciation	125093	Depreciation
Book Value	1572	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	1572	TotalOfBookValueLandBuildings
Tot Revenue Etc Audited Fincl Stmt	430070	TotRevenueEtcAuditedFinclStmt
Other Revenues	15231	OtherRevenues
Revenue Not Rptd F990	15231	RevenueNotRptdF990
Revenue Subtotal	414839	RevenueSubtotal
Total Revenue Per Form990	414839	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	865907	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	15231	OtherExpensesIncluded
Expenses Not Rptd F990	15231	ExpensesNotRptdF990
Expenses Subtotal	850676	ExpensesSubtotal
Total Expenses Per Form990	850676	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XI, LINE 2D	GIFT SHOP COST OF SALES NETTED ON RETURN 24,089 INVESTMENT EXPENSES NETTED AGAINST EARNINGS -8,858 ROUNDING 0
EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XII, LINE 2D	GIFT SHOP COST OF SALES NETTED ON RETURN 24,089 INVESTMENT EXPENSES NETTED AGAINST REVENUE -8,858 ROUNDING 0

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ORGANIZATION'S MISSION	FORM 990 - ORGANIZATION'S MISSION	PROVIDE EDUCATIONAL, SCIENTIFIC, CIVIC AND CULTURAL PROGRAMS AND ACTIVITIES RELATING TO THE ADVANCEMENT OF ARBORICULTURE, HORTICULTURE AND RELATED FIELDS BY PROVIDING SUPPORT FOR THE COX ARBORETUM AS A FREE ARBORETUM/MUSEUM FOR THE BENEFIT OF THE GENERAL PUBLIC OF THE DAYTON, OHIO AREA.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	ELECTRONIC COPY SENT TO MANAGEMENT FOR DISTRIBUTION. VERIFICATION REQUESTED FOR COMPLETED TRANSMISSION, OR PAPER MAILING, IF NECESSARY.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	REGULARLY SCHEDULED ANNUAL REVIEW
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	ANNUAL REVIEWS AND APPROVAL BY BOARD.
COMPENSATION PROCESS FOR OFFICERS	FORM 990, PAGE 6, PART VI, LINE 15B	ANNUAL REVIEW AND APPROVAL BY BOARD.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	UPON REQUEST.
RECONCILIATION OF CHANGES - OTHER	FORM 990, PART XI, LINE 9	GIFT SHOP COST OF SALES NETTED ON RETURN 24,089 INVESTMENT EXPENSES NETTED AGAINST EARNINGS -8,858 ROUNDING 0 GIFT SHOP COST OF SALES NETTED ON RETURN -24,089 INVESTMENT EXPENSES NETTED AGAINST REVENUE 8,858 ROUNDING 0

JAMES M COX JR ARBORETUM FOUNDATION: Form 990, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990 IRS990

The Books Are In Care Of TheBooksAreInCareOf

Address US AddressUS

Form990 Part VII Section A Form990PartVIISectionA (9 entries)

Program Service Revenue ProgramServiceRevenue (4 entries)

Investment Income InvestmentIncome

Gross Amount Sales Assets GrossAmountSalesAssets

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Gain Or Loss GainOrLoss

Net Gain Or Loss Investments NetGainOrLossInvestments

Net Income Or Loss NetIncomeOrLoss

Total Revenue TotalRevenue

Other Salaries And Wages OtherSalariesAndWages

Payroll Taxes PayrollTaxes

Fees For Services Accounting FeesForServicesAccounting

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Advertising Advertising

Office Expenses OfficeExpenses

Information Technology InformationTechnology

Travel Travel

Payments To Affiliates PaymentsToAffiliates

Depreciation Depletion DepreciationDepletion

Insurance Insurance

Other Expenses OtherExpenses (4 entries)

All Other Expenses AllOtherExpenses

Total Functional Expenses TotalFunctionalExpenses

Cash Non Interest Bearing CashNonInterestBearing

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Pledges And Grants Receivable PledgesAndGrantsReceivable

Inventories For Sale Or Use InventoriesForSaleOrUse

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Total Assets TotalAssets

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Deferred Revenue DeferredRevenue

Total Liabilities TotalLiabilities

Unrestricted Net Assets UnrestrictedNetAssets

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FS Audited Basis FSAuditedBasis

Schedule A IRS990ScheduleA

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Total170 Total170

Gross Investment Income170 GrossInvestmentIncome170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Name Business ContributorNameBusiness

Contributor Address US ContributorAddressUS

Schedule D IRS990ScheduleD

Current Year CurrentYear

Current Year Minus1 Year CurrentYearMinus1Year

Current Year Minus2 Years CurrentYearMinus2Years

Current Year Minus3 Years CurrentYearMinus3Years

Current Year Minus4 Years CurrentYearMinus4Years

Other Land Buildings OtherLandBuildings

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

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