JAMES M COX JR ARBORETUM FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: JAMES M COX JR ARBORETUM FOUNDATION (EIN 31-0711248)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-09-26
IRS object ID: 201242709349300739
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-09-26T15:45:05-05:00	Timestamp
Tax Period End Date	2011-12-31	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	2011-01-01	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	2012-09-26	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	2012-09-26	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Gross Receipts	1256113	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	13	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	13	NbrIndependentVotingMembers
Total Nbr Employees	5	TotalNbrEmployees
Total Nbr Volunteers	928	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	383022	ContributionsGrantsPriorYear
Contributions Grants Current Year	212195	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	118605	ProgramServiceRevenuePriorYear
Program Service Revenue CY	117768	ProgramServiceRevenueCY
Investment Income Prior Year	127206	InvestmentIncomePriorYear
Investment Income Current Year	42869	InvestmentIncomeCurrentYear
Other Revenue Prior Year	44752	OtherRevenuePriorYear
Other Revenue Current Year	29535	OtherRevenueCurrentYear
Total Revenue Prior Year	673585	TotalRevenuePriorYear
Total Revenue Current Year	402367	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	142672	SalariesEtcPriorYear
Salaries Etc Current Year	130621	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	25733	TotalFundrsngExpCurrentYear
Other Expense Prior Year	208997	OtherExpensePriorYear
Other Expenses Current Year	124977	OtherExpensesCurrentYear
Total Expenses Prior Year	351669	TotalExpensesPriorYear
Total Expenses Current Year	255598	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	321916	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	146769	RevenuesLessExpensesCY
Total Assets BOY	4727893	TotalAssetsBOY
Total Assets EOY	4847876	TotalAssetsEOY
Total Liabilities BOY	91703	TotalLiabilitiesBOY
Total Liabilities EOY	64917	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	4636190	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	4782959	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	165418	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	165418	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
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	6	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	5	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	13	NbrVotingGoverningBodyMembers
Number Independent Voting Members	13	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	ROSIE MELIA	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 (13 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
MIKE PEDELTY
BOARD MEMBER	2.00	X	0	0	0
BOB ZIKIAS
TREASURER	2.00	X	0	0	0	X
DENISE GIBBS
BOARD MEMBER	2.00	X	0	0	0
LESTRITA CHAPPELL
BOARD MEMBER	2.00	X	0	0	0
FRANK SCOTT
BOARD PRESID	2.00	X	0	0	0	X
JENNIFER HANN HARRISON
BOARD MEMBER	2.00	X	0	0	0
TERESA MARRINAN
PAST BOARD P	2.00	X	0	0	0
JOHN HALEY
BOARD MEMBER	2.00	X	0	0	0
JEFF SIEBENTHALER
BOARD MEMBER	2.00	X	0	0	0
MARVIN OLINSKY
BOARD MEMBER	2.00	X	0	0	0
KIMBERLY ROBINSON
BOARD MEMBER	2.00	X	0	0	0
LINDA SHEFFIELD
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	212195	AllOtherContributions
Total Contributions	212195	TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescription	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
GENERAL	56071	56071
FOUNDERS SOCIETY	49001	49001
ANNUAL PLANT SALE	12696	12696

Field	Value	IRS element (for citing)
Total Program Service Revenue	117768	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	17407	TotalRevenueColumn
Related Or Exempt Function Income	-47030	RelatedOrExemptFunctionIncome
Exclusion	$64,437	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	855520	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	830058	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	25462	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	25462	TotalRevenueColumn
Related Or Exempt Function Income	25462	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	53223	GrossSalesOfInventory
Cost Of Goods Sold	23688	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	29535	TotalRevenueColumn
Related Or Exempt Function Income	29535	RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	402367	TotalRevenueColumn
Related Or Exempt Function Income	125735	RelatedOrExemptFunctionIncome
Exclusion	$64,437	ExclusionAmount

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	120687	Total
Program Services	76033	ProgramServices
Management And General	24137	ManagementAndGeneral
Fundraising	20517	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	9934	Total
Program Services	6258	ProgramServices
Management And General	1987	ManagementAndGeneral
Fundraising	1689	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	12515	Total
Management And General	12515	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	8602	Total
Program Services	8602	ProgramServices

Advertising Advertising

Field	Value	IRS element (for citing)
Total	3433	Total
Management And General	3433	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	659	Total
Program Services	415	ProgramServices
Management And General	132	ManagementAndGeneral
Fundraising	112	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	1300	Total
Program Services	1300	ProgramServices

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	1711	Total
Management And General	1711	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	9712	Total
Management And General	9712	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices
EDUCATION PROGRAM EXPENSE	20215	20215
MASTER PLAN RELATED COSTS	16538	16538
GROUNDS AND GARDENS	10531	10531
LINDEN TREE SHOP DIRECT P	5901	5901

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	33860	Total
Program Services	19625	ProgramServices
Management And General	10820	ManagementAndGeneral
Fundraising	3415	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	255598	Total
Program Services	165418	ProgramServices
Management And General	64447	ManagementAndGeneral
Fundraising	25733	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	271189	BOY
EOY	286292	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	1657699	BOY
EOY	1817298	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	498927	BOY
EOY	13705	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	158	BOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	17414	BOY
EOY	13207	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	150100	BOY
EOY	545327	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	126665	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	117783	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	18585	BOY
EOY	8882	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	2113821	BOY
EOY	2163165	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	4727893	BOY
EOY	4847876	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	9104	BOY
EOY	192	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	82599	BOY
EOY	64725	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	91703	BOY
EOY	64917	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1116141	BOY
EOY	1674088	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	2520049	BOY
EOY	2108871	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	4636190	BOY
EOY	4782959	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	4727893	BOY
EOY	4847876	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	146769	ReconcilationRevenueExpenses
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
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	1324501	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	514976	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	441872	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	383022	CurrentTaxYearMinus1Year
Current Tax Year	212195	CurrentTaxYear
Total	2876566	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1324501	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	514976	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	441872	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	383022	CurrentTaxYearMinus1Year
Current Tax Year	212195	CurrentTaxYear
Total	2876566	Total

Field	Value	IRS element (for citing)
Public Support Total170	2876566	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	152856	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	107011	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	85009	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	68212	CurrentTaxYearMinus1Year
Current Tax Year	64437	CurrentTaxYear
Total	477525	Total

Field	Value	IRS element (for citing)
Total Support	3354091	TotalSupport
Gross Receipts From Admissions Etc	123961	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.85760	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.86060	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

Field	Value	IRS element (for citing)
Disclosed Orgs Legal Control	false	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	false	DisclosedForCharitablePurposes
Written Policy Monitoring	false	WrittenPolicyMonitoring
Sect170h Requirements Satisfied	false	Sect170hRequirementsSatisfied
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS

Current Year CurrentYear

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 Minus1 Year CurrentYearMinus1Year

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 Minus2 Years CurrentYearMinus2Years

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 Minus3 Years CurrentYearMinus3Years

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
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	126665	OtherCostOrOtherBasis
Depreciation	117783	Depreciation
Book Value	8882	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	8882	TotalOfBookValueLandBuildings
Total Revenue	402367	TotalRevenue
Total Expenses	255598	TotalExpenses
Excess Or Deficit For Year	146769	ExcessOrDeficitForYear
Excess Or Deficit Per FS	146769	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	417452	TotRevenueEtcAuditedFinclStmt
Other Revenues	15085	OtherRevenues
Revenue Not Rptd F990	15085	RevenueNotRptdF990
Revenue Subtotal	402367	RevenueSubtotal
Total Revenue Per Form990	402367	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	270683	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	15085	OtherExpensesIncluded
Expenses Not Rptd F990	15085	ExpensesNotRptdF990
Expenses Subtotal	255598	ExpensesSubtotal
Total Expenses Per Form990	255598	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
RECONCILIATION OF CHANGES - OTHER	SCHEDULE D, PAGE 4, PART XI, LINE 8	EXPENSES NETTED AGAINST REVENUE IN RETURN 23,688 INVESTMENT EXPENSES NETTED AGAINST EARNINGS -8,602 ROUNDING -1 EXPENSES NETTED AGAINST REVENUE -23,688 INVESTMENT EXPENSES NETTED AGAINST REVENUE 8,602 ROUNDING 1
REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XII, LINE 2D	EXPENSES NETTED AGAINST REVENUE IN RETURN 23,688 INVESTMENT EXPENSES NETTED AGAINST EARNINGS -8,602 ROUNDING -1
EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XIII, LINE 2D	EXPENSES NETTED AGAINST REVENUE 23,688 INVESTMENT EXPENSES NETTED AGAINST REVENUE -8,602 ROUNDING -1
SUPPLEMENTAL FINANCIAL INFORMATION	SCHEDULE D, PAGE 4, PART XIV	THE ENDOWMENT FUND WAS PROVIDED IN ORDER TO GENERATE INVESTMENT INCOME TO BE UTILIZED FOR ONGOING OPERATIONAL COSTS OF THE ARBORETUM.

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.
OTHER EXPENSES	FORM 990, PART IX, LINE 24E	COMPUTER SUPPLIES EXP. 4,972 DUES AND SUBSCRIPTIONS EX 4,362 FACILITY RENTAL RELATED C 4,076 BANK FEES EXP. 2,666 PRINTING EXP. 2,390 MEALS AND REFRESHMENTS EX 2,230 VOLUNTEER ACTIVITIES 1,997 DESIGN AND UPDATE 1,963 BOARD INSURANCE EXP. 1,751 PAYROLL EXPENSE 1,029 FUNDRAISING - INDIRECT CO 915 FOOD EXP. 875 BOARD MEETING EXPENSE 824 OFFICE SUPPLIES EXP. 685 ADVERTISING EXP. 660 SUPPLIES EXPENSE 557 START UP CASH 525 REFRESHMENTS 515 EQUIPMENT RENTAL 400 PRINTING 369 POSTAGE EXP. 317 DECORATING EXP. 298 THANK YOU/SYMPATHY 290 SUPPLIES 279 MAILING 246 EMAIL SERVICE 180 SUPPLIES EXP. 135 PLANT MATERIAL 107 STAFF DEVELOPMENT EXP. 53 ROUNDING -9 MISCELLANEOUS EXP. -1,797

JAMES M COX JR ARBORETUM FOUNDATION: Form 990, tax year 2011

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 (13 entries)

Program Service Revenue ProgramServiceRevenue (3 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

Information Technology InformationTechnology

Travel Travel

Conferences Meetings ConferencesMeetings

Depreciation Depletion DepreciationDepletion

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

Accounts Receivable AccountsReceivable

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

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

Other Land Buildings OtherLandBuildings

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

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