2011-11-11T12:46:57-06:00 2010-12-31 SPROLES WOODARD LLP 777 MAIN STREET SUITE 3250 FORT WORTH TX 761025304 990 2010-01-01 752198196 BOTANICAL RESEARCH INSTITUTE OF TEXAS BOTA 8173324441 1700 UNIVERSITY DRIVE FORT WORTH TX 76107 SEYMOUR SOHMER 8173324441 2011-11-11 STEVE HEAD 8173321328 2010 2016-03-07 17:11:31Z X SEYMOUR SOHMER 1700 UNIVERSITY DRIVE FORT WORTH TX 761073400 3665812 0 X WWW.BRIT.ORG X 1987 TX BRIT'S MISSION IS TO CONSERVE OUR NATURAL HERITAGE BY DEEPENING OUR KNOWLEDGE OF THE PLANT WORLD AND ACHIEVING PUBLIC UNDERSTANDING OF THE VALUE PLANTS BRING TO LIFE. 36 36 38 160 0 0 19410680 2989382 0 57917 2779406 277716 129567 122476 22319653 3447491 0 0 0 0 1414567 1787958 0 0 742701 1350002 1508785 2764569 3296743 19555084 150748 44114075 47914212 1258526 3657825 42855549 44256387 X THE BOTANICAL RESEARCH INSTITUTE OF TEXAS INC (BRIT) CONDUCTS RESEARCH AND PROVIDES EDUCATION IN ORDER TO CREATE AND SHARE KNOWLEDGE OF THE PLANT WORLD AND INSPIRE THE PUBLIC INTO ACTION FOR A SUSTAINABLE PLANET. BRIT SERVES AS A THINK TANK AND CATALYST TO DEVELOP BOTANICAL SOLUTIONS TO ADDRESS GLOBALLY CHALLENGING PROBLEMS. BRIT INSPIRES LEARNING AND FORMS INTERDISCIPLINARY COLLABORATIONS FOR CRITICAL RESEARCH WITHIN SCIENTIFIC, EDUCATIONAL, SOCIAL, CULTURAL, AND BUSINESS COMMUNITIES. 0 0 549651 0 RESEARCH. BRIT'S RESEARCH PROGRAM IS THE FOUNDATIONAL ACTIVITY UPON WHICH THE INSTITUTE ACHIEVES ITS MISSION. BRIT ACTS AS A CATALYST WITHIN THE SCIENTIFIC COMMUNITY TO ADDRESS GLOBALLY CHALLENGING PROBLEMS BY USING VARIOUS BOTANICAL LENSES (TAXONOMY, ETHNOBOTANY, ECOLOGICAL/ENVIRONMENTAL, AND BIOMEMICRY). RESEARCH CONDUCTED BY BRIT MAKES THE WORLD A BETTER PLACE, SOMETIMES DIRECTLY THROUGH IMPROVEMENTS TO LIFE, AND SOMETIMES INDIRECTLY THROUGH INCREASING OUR UNDERSTANDING OF THE WORLD WHICH ALLOWS US TO BECOME MORE RESPONSIBLE CITIZENS OF THE PLANET. 730525 58117 EDUCATION. BRIT DEVELOPS AND PRESENTS NUMEROUS EDUCATION PROGRAMS COVERING VARIOUS TOPICS IN BOTANY, ECOLOGY AND CONSERVATION. PROGRAMS ARE PRESENTED TO VARIOUS GROUPS INCLUDING EDUCATORS, STUDENTS AND THE GENERAL PUBLIC. THE BRIT SEED (SCIENCE-BASED EXPERIENTIAL EDUCATION DESIGN) SCHOOL FOR EDUCATORS INSPIRES AND SUPPORTS EDUCATORS IN CONNECTING CHILDREN TO NATURE THROUGH THE USE OF OUTDOOR CLASSROOMS, NATURE, AND URBAN ENVIRONMENTS. BRIT PROVIDES CONTINUING EDUCATION OPPORTUNITIES THAT COMBINE SCIENCE RESEARCH-BASED BEST PRACTICES WITH HANDS-ON, REAL-WORLD LEARNING THROUGH OUTDOOR INQUIRY, PLACE-BASED EDUCATION, AND CULTURALLY RESPONSIVE TEACHING. 598980 2489 COLLECTIONS. THE CORNERSTONE OF THE BOTANICAL RESEARCH INSTITUTE OF TEXAS IS ITS HERBARIUM AND BOTANICAL LIBRARY. BRIT'S HERBARIUM, A COLLECTION OF MORE THAN ONE MILLION DRIED PLANT SPECIMENS REPRESENTING MUCH OF EARTH'S PLANT DIVERSITY, IS AMONG THE LARGEST IN THE UNITED STATES. BRIT'S COLLECTIONS-BASED RESEARCH PROVIDES INFORMATION FOR CONSERVATION PURPOSES AND IS A RESOURCE FOR RESEARCH SCIENTISTS, STUDENTS, TEACHERS, PLANT ENTHUSIASTS, GARDENERS, HOSPITALS, AND MANY OTHERS. BRIT'S PLANT COLLECTIONS AND EDUCATIONAL PROGRAMS ARE OPEN TO THE PUBLIC TO HELP FULFILL OUR MISSION TO ACHIEVE PUBLIC UNDERSTANDING OF THE VALUE THAT PLANTS BRING TO LIFE. 276457 99596 PRESS. IN ADDITION TO THE SPECIFIC PROGRAMS DESCRIBED ON LINES 4A,4B, AND 4C, BRIT PUBLISHES THE JOURNAL OF BOTANICAL RESEARCH INSTITUTE OF TEXAS, WHICH PRESENTS RESEARCH FROM BRIT RESEARCHERS AS WELL AS LEADING RESEARCHES FROM OTHER ORGANIZATIONS THROUGHOUT THE WORLD. BRIT ALSO PRODUCES MONOGRAPHS WRITTEN BY VARIOUS BOTANICAL RESEARCHERS AND PRODUCED THE ILLUSTRATED FLORA OF NORTH TEXAS AND THE ILLUSTRATED FLORA OF EAST TEXAS WHICH ARE LEADING WORKS IN TEXAS BOTANICAL EDUCATION. 276457 99596 2155613 1 1 0 0 0 0 1 0 1 1 1 0 1 0 0 1 0 0 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 30 0 1 38 1 0 1 PE 0 0 0 1 1 0 0 0 0 X 36 36 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X REBECCA GRIMMER 8173324441 1700 UNIVERSITY DRIVE FORT WORTH TX 761073400 MARION TAYLOR BADEY 1.00 X 0 0 0 BRAD BARNES 1.00 X 0 0 0 KENNETH L BARR 1.00 X 0 0 0 HARRY BARTEL 1.00 X 0 0 0 EDWARD P BASS 1.00 X X 0 0 0 JANE BASS 1.00 X 0 0 0 DRAKE BENTHALL 1.00 X 0 0 0 GUNHILD CORBETT 1.00 X 0 0 0 DWIGHT CUMMING 1.00 X 0 0 0 LUCY DARDEN 1.00 X 0 0 0 DAVID H DIESSLIN 1.00 X 0 0 0 NOWELL DONOVAN 1.00 X 0 0 0 ARTURO GOMEZ-POMPA 1.00 X 0 0 0 CRAIG HAMILTON 1.00 X 0 0 0 RANDLE HARWOOD 1.00 X 0 0 0 LOUIS JACOBS 1.00 X 0 0 0 DARLENE MANN 1.00 X 0 0 0 TIM MCKINNEY 1.00 X X 0 0 0 BOB MITCHELL 1.00 X 0 0 0 THERESE MONCRIEF 1.00 X 0 0 0 STEPHEN MURRIN 1.00 X 0 0 0 JUDY NEEDHAM 1.00 X 0 0 0 BOB O KENNON 1.00 X 0 0 0 MARY PALKO 1.00 X 0 0 0 ELAINE PETRUS 1.00 X 0 0 0 ALICE PUENTE 1.00 X 0 0 0 WALTER RAINWATER 1.00 X 0 0 0 GAIL RAWL 1.00 X 0 0 0 DOUG RENFRO 1.00 X 0 0 0 RICHARD SCHAFFER 1.00 X 0 0 0 RICHARD STEED 1.00 X 0 0 0 JOHN STEVENSON 1.00 X 0 0 0 GEORGE SUMNER 1.00 X X 0 0 0 JOHN UBELAKER 1.00 X 0 0 0 JERRI WATT 1.00 X 0 0 0 SCOTT RANSOM 1.00 X 0 0 0 SEYMOUR SOHMER 50.00 X 187321 0 17114 JUDY JONES 50.00 X 53853 0 14703 PATRICIA HARRISON 50.00 X 87820 0 21142 CLEVE LANCASTER 50.00 X 86649 0 10833 WILL MCCLATCHEY 50.00 X 52495 0 10679 REBECCA GRIMMER 50.00 X 11808 0 1219 479946 0 75690 1 0 1 0 0 317527 719351 1952504 207661 2989382 EXHIBIT FEES 712110 48247 48247 PROFESSIONAL DEVELOPME 611430 9670 9670 57917 273808 273808 9085 5177 3908 3908 3908 229601 317527 213144 16457 16457 PUBLICATIONS, PAGE CHA 511130 106019 106019 106019 3447491 167844 0 290265 479946 235297 116254 128395 988365 822171 35344 130850 44043 31711 4536 7796 165196 118941 17015 29240 110408 79494 11372 19542 26033 6108 19925 89017 89017 40033 40033 85695 12057 8610 65028 7687 5687 2000 68035 52978 2419 12638 44112 32731 5029 6352 1272 1272 341822 265630 33298 42894 137463 136015 12 1436 8149 5222 74 2853 88297 65516 10066 12715 20974 15563 2391 3020 POSTAGE, PRINTING, & DU 142905 64490 3466 74949 MARKETING, MEDIA, & GRA 132633 175 142 132316 CONTRACTED SERVICES 131450 127405 2502 1543 OTHER EXPENSES 60806 44862 6375 9569 REPRESENTATION & DONOR 59883 16069 4366 39448 22519 22327 192 3296743 2155613 398429 742701 735885 285515 734390 504500 42144 16948 23149796 1487648 4318955 21662148 12412930 13481230 25869771 11963871 44114075 47914212 1240631 3642289 17895 15536 1258526 3657825 X 4357381 22059195 27216800 10915500 11281368 11281692 42855549 44256387 44114075 47914212 X 150748 1250090 X 0 1 1 X 1 1 X X X X 0 0 0 SOUTHERN METHODIST UNIVERSITY 750800689 2 1 1 1 14132 1 14132 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 12364183 324 1487773 392807 13459473 9941484 486 2767213 345000 12364183 12822368 1072040 -3697924 255000 9941484 1.00000 0 0 2267634 1487648 779986 20882162 20882162 21662148 LONG TERM ASSETS 13481230 F 13481230 ASSETS RESTRICTED FOR INVESTMENT IN BUILDING AND EQUIPMENT 11963871 11963871 3447491 3296743 150748 1250090 1250090 1400838 4657548 1250090 1250090 3407458 40033 40033 3447491 3256710 0 3256710 40033 40033 3296743 PART III, LINE 1: HERBARIA AND LIBRARY COLLECTIONS: THE ORIGINAL COLLECTIONS FROM SMU ARE HELD UNDER THE TERMS OF A PERMANENT LOAN ARRANGEMENT FROM THAT UNIVERSITY, AND THE ORIGINAL COLLECTIONS FROM VANDERBILT UNIVERSITY ARE AN OUTRIGHT GIFT AS STATED IN A MEMORANDUM OF UNDERSTANDING WITH THAT INSTITUTION. ALL COLLECTIONS ACCUMULATED ASIDE FROM THE ADDITIONS OF THOSE COLLECTIONS, AND DESIGNATED AS "BRIT", ARE GOVERNED ENTIRELY BY THE PROTOCOLS OF BRIT AS APPROVED BY ITS BOARD OF TRUSTEES. THESE COLLECTIONS ARE HELD FOR PUBLIC EDUCATION AND RESEARCH RATHER THAN FOR FINANCIAL GAIN. THESE COLLECTIONS ARE PROTECTED, CARED FOR, AND PRESERVED BY BRIT. AS THESE COLLECTIONS ARE CONSIDERED BOTANICAL TREASURES, A FAIR VALUE IS NOT READILY DETERMINABLE AND, THEREFORE, COLLECTION ITEMS ARE NOT CAPITALIZED AND ARE EXCLUDED FROM THE STATEMENT OF FINANCIAL POSITION. ANY EXPENDITURES RELATED TO PURCHASES, SALES, OR INSURANCE RECOVERIES OF COLLECTION ITEMS ARE REPORTED SEPARATELY IN THE STATEMENT OF ACTIVITIES IN THE YEAR IN WHICH THEY OCCUR. SOUTH AMERICA 1 2 PROGRAM SERVICES BOTANICAL RESEARCH 91764 EAST ASIA AND THE PACIFIC 1 1 PROGRAM SERVICES BOTANICAL RESEARCH 22000 3 0 3 113764 0 113764 0 0 0 0 0 0 ANNUAL AWARD 317771 226863 90908 12768 53115 25025 FETE AUCTION 229357 90664 138693 56265 6314 42146 2900 14611 547128 317527 229601 56265 19082 95261 2900 39636 213144 16457 1 X X X X X 0 0 0 0 0 0 0 0 0 SEYMOUR SOHMER 167321 0 20000 0 0 0 9283 0 7831 0 204435 0 0 0 X 1 10177 MARKET SALE X PROFESSIONAL SERVICES 1 141219 INVOICE COST X TRAVEL/ENTERTAINMENT GIFTS 23 24600 MARKET RATES/COSTS X FOOD/BEVERAGE GIFTS 40 22930 MARKET RATES/COSTS X GIFT BASKET ITEMS 26 8735 MARKET RATES/COSTS 1 0 1 1 THIRD PARTY USE: PART I, LINE 32B: THIRD PARTY STOCK BROKER USED TO SELL SECURITIES RECEIVED BY THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 BRIT'S FORM 990 AND SUPPORTING SCHEDULES ARE REVIEWED IN DETAIL AND APPROVED BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES. FOLLOWING APPROVAL BY THE FINANCE COMMITTEE, THE RETURN IS PROVIDED TO THE ENTIRE BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BRIT ANNUALLY REVIEWS CONFLICT OF INTEREST POLICY WITH ALL DIRECTORS, OFFICERS AND EMPLOYEES. ALL ARE REQUIRED TO COMPLETE A STATEMENT EITHER AFFIRMING NO POTENTIAL CONFLICTS EXIST OR DETAILING POTENTIAL CONFLICTS AND THE LATTER ARE ALL INVESTIGATED AND APPROPRIATE ACTION TAKEN. FORM 990, PART VI, SECTION B, LINE 15 ANNUAL SALARY ADJUSTMENTS FOR OFFICERS ARE REVIEWED BY AN INDEPENDENT COMMITTEE OF THE BOARD. CURRENT COMPENSATION INFORMATION IS GATHERED FOR SIMILAR ORGANIZATIONS AND REVIEWED BY THE EXECUTIVE COMMITTEE OR THE HUMAN RESOURCES COMMITTEE. PERIODICALLY AN INDEPENDENT CONSULTING FIRM IS ENGAGED TO REVIEW THE INSTITUTION'S SALARY STRUCTURE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS AS WELL AS ITS GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC DURING REGULAR BUSINESS HOURS AT THE ORGANIZATION'S OFFICE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,250,090. OTHER CHANGES IN NET ASSETS OF $1,250,090 IS THE UNREALIZED GAIN ON INVESTMENT SECURITIES, NOT INCLUDED IN INCOME PER PART VIII STATEMENT OF REVENUE ON TAX RETURN.