2026-05-06T13:47:29-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2025-01-01 133570145 THE GARDEN CONSERVANCY INC GARD 8454246500 PO BOX 608 GARRISON NY 10524 ROBERT BALENTINE PRESIDENT & CEO 8454246500 2026-05-04 1 KERRI N BOGDA P00760402 7177404863 2026-05-04 2025 2025-03-06 01:10:19Z ROBERT BALENTINE PO BOX 608 GARRISON NY 10524 12377221 0 X GARDENCONSERVANCY.ORG X 1989 NY TO PRESERVE, SHARE, AND CELEBRATE AMERICA'S GARDENS AND DIVERSE GARDENING TRADITIONS. 36 36 23 750 0 0 2946258 3326275 811077 1448970 1909077 2125320 -46123 806907 5620289 7707472 257976 161350 0 0 2300405 2536683 100698 0 391412 2520731 3171245 5179810 5869278 440479 1838194 40647131 44908372 937077 498370 39710054 44410002 X TO PRESERVE, SHARE, AND CELEBRATE AMERICA'S GARDENS AND DIVERSE GARDENING TRADITIONS FOR THE EDUCATION AND INSPIRATION OF THE PUBLIC. 0 0 4212497 161350 1448970 OUR ORGANIZATIONAL PRACTICES FOCUS ON THREE MAIN AREAS: PRESERVATION, EDUCATION, AND ADVOCACY. WE WORK TO RESTORE HISTORIC AMERICAN GARDENS, ASSIST PRIVATE GARDENS IN THEIR DESIRE TO BECOME PUBLIC AMENITIES, PRESENT EDUCATIONAL PROGRAMS FOR ALL AGES RELATING TO THE HISTORY AND CULTURAL SIGNIFICANCE OF GARDENS AND GARDENING, AND OPEN PRIVATE GARDENS ACROSS THE NATION TO THE PUBLIC THROUGH OUR "OPEN DAYS" PROGRAM.CONTINUED ON SCHEDULE O.IN 2025, THE GARDEN CONSERVANCY CONTINUED TO STRENGTHEN AND EXPAND ITS PROGRAMS THANKS TO THE GENEROSITY AND ENGAGEMENT OF A GROWING COMMUNITY OF MEMBERS, DONORS, AND EVENT PARTICIPANTS. DURING THE 2025 SEASON, OPEN DAYS WELCOMED MORE THAN 32,000 VISITORS TO 347 GARDEN-VISITING OPPORTUNITIES AND PRESENTED SIXTEEN VIRTUAL PROGRAMS TO OVER 7,000 PARTICIPANTS. THE NATIONAL SPEAKING TOUR FEATURED CELEBRATED PHOTOGRAPHER NGOC MINH NGO, WHO SHARED HER PASSION FOR ROSES AND PHOTOGRAPHY AND HER INSIGHTS INTO BREATHTAKING ROSE GARDENS FROM ENGLAND AND FRANCE TO JAPAN AND THE UNITED STATES. OUR GARDEN FUTURES GRANTS PROGRAM (INCLUDING THE PAGE DICKEY GRANT FOR AMERICAN GARDENS) SUPPORTED TWENTY-EIGHT NON-PROFIT ORGANIZATIONS MAKING A DIFFERENCE IN THEIR LOCAL COMMUNITIES THROUGH GARDEN-BASED PROGRAMMING AND THE STUDY OF GARDEN HISTORY. OUR PRESERVATION PROGRAM CONTINUED TO OFFER GUIDANCE AND ASSISTANCE TO THOSE SEEKING RESOURCES TO PRESERVE OR RESTORE GARDENS; WHILE ALSO ENSURING THE LONGEVITY OF THE EIGHT GARDENS THE GARDEN CONSERVANCY PROTECTS THROUGH CONSERVATION EASEMENTS. THROUGH THE SUZANNE AND FREDERIC RHEINSTEIN FUND FOR DOCUMENTARY FILMS, WE CONTINUED THE FILM DOCUMENTATION OF THE ANNE SPENCER HOUSE AND GARDEN MUSEUM IN LYNCHBURG, VA, AND HELD A PREMIERE OF EARTH I THANK YOU: THE GARDEN AND LEGACY OF ANNE SPENCER AT THE SMITHSONIAN'S NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY AND CULTURE IN WASHINGTON, DC.NANCY FRIESE BECAME THE GARDEN CONSERVANCY'S FIRST ARTIST IN RESIDENCE. HER RESIDENCY FOCUSED ON DOCUMENTING THE SHIFTING SEASONS AT TWO LANDMARK SITES CURRENTLY UNDER RESTORATION: WEATHERSFIELD ESTATE & GARDEN IN AMENIA AND BLITHEWOOD GARDEN IN ANNANDALE-ON-HUDSON. 4212497 1 1 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 35 0 23 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 36 36 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY AL CA CT FL IL MA NJ PA SC VA MO GA TN X X DONNA MORTENSEN COO 8454246500 PO BOX 608 GARRISON NY 10524 ROBERT BALENTINE CHAIR 15.00 0.00 X X 0 0 0 SHARON PRYSE VICE CHAIR 5.00 0.00 X X 0 0 0 MRS COLEMAN P BURKE SECRETARY 5.00 0.00 X X 0 0 0 JEAN-PAUL MONTUPET TREASURER (UNTIL 08/25) 5.00 0.00 X X 0 0 0 BRUCE ADDISON DIRECTOR 2.00 0.00 X 0 0 0 MARY RANDOLPH BALLINGER DIRECTOR 2.00 0.00 X 0 0 0 KREIS BEALL DIRECTOR 2.00 0.00 X 0 0 0 SHELLEY BELLING DIRECTOR 2.00 0.00 X 0 0 0 ALLISON K BOURKE DIRECTOR 2.00 0.00 X 0 0 0 CAMILLE BUTRUS DIRECTOR 2.00 0.00 X 0 0 0 J BARCLAY COLLINS DIRECTOR 2.00 0.00 X 0 0 0 KATE CORDSEN DIRECTOR 2.00 0.00 X 0 0 0 SUSAN DUNLEVY DIRECTOR 2.00 0.00 X 0 0 0 ALEASE FISHER DIRECTOR 2.00 0.00 X 0 0 0 MISSY FISHER DIRECTOR 2.00 0.00 X 0 0 0 LIONEL GOLDFRANK III DIRECTOR 2.00 0.00 X 0 0 0 CATHY BARANCIK GRAHAM DIRECTOR 2.00 0.00 X 0 0 0 SUSAN ZISES GREEN DIRECTOR 2.00 0.00 X 0 0 0 KAYE HEAFEY DIRECTOR 2.00 0.00 X 0 0 0 SUZANNE KAYNE DIRECTOR 2.00 0.00 X 0 0 0 FREDERICK A LANDMAN DIRECTOR 2.00 0.00 X 0 0 0 BENJAMIN F LENHARDT JR DIRECTOR 2.00 0.00 X 0 0 0 ELIZABETH LOCKE DIRECTOR 2.00 0.00 X 0 0 0 JOSEPH MAREK DIRECTOR 2.00 0.00 X 0 0 0 KATIE RIDDER DIRECTOR 2.00 0.00 X 0 0 0 CHUCK ROYCE DIRECTOR 2.00 0.00 X 0 0 0 JORGE A SANCHEZ DIRECTOR 2.00 0.00 X 0 0 0 CHRISTOPHER SPITZMILLER DIRECTOR 2.00 0.00 X 0 0 0 RAUN THORP DIRECTOR 2.00 0.00 X 0 0 0 LISA TULASKE DIRECTOR 2.00 0.00 X 0 0 0 CHRISTABELL VARTANIAN DIRECTOR 2.00 0.00 X 0 0 0 MARSHALL WATSON DIRECTOR 2.00 0.00 X 0 0 0 ALAN ZEIGLER DIRECTOR 2.00 0.00 X 0 0 0 ELIZABETH EVERDELL DIRECTOR (UNTIL 11/25) 2.00 0.00 X 0 0 0 CHARLOTTE MOSS DIRECTOR (UNTIL 09/25) 2.00 0.00 X 0 0 0 JAMES BRAYTON HALL PRESIDENT & CEO 40.00 0.00 X 283907 0 32836 DONNA MORTENSEN CHIEF OPERATING OFFICER 40.00 0.00 X 195107 0 28356 PAMELA GOVERNALE DIRECTOR OF PRESERVATION 40.00 0.00 X 115375 0 22585 BRIDGET CONNORS DIRECTOR OF DEVELOPMENT 40.00 0.00 X 130335 0 23858 CLIFF WEATHERS DIRECTOR OF COMMUNICATIONS 40.00 0.00 X 113060 0 23320 HORATIO JOYCE DIRECTOR OF PUBLIC PROGRAMS & EDUCATION 40.00 0.00 X 110777 0 24166 948561 0 155121 6 0 1 0 JUICYORANGE LLC 275 WEST 39TH STREET 4TH FL NEW YORK NY 10018 WEBSITE DEVELOPER & MAINTENANCE 264396 COMMUNITY COUNSELING SERVICES CO LLC PO BOX 824885 PHILADELPHIA PA 19182 STRATEGIC PLANNING 246000 2 428501 88555 282302 2526917 79278 3326275 BENEFITS/SPECIAL EVENTS 900099 1230410 1230410 OPEN DAYS PROGRAMS 900099 218560 218560 1448970 940092 940092 31 31 5757650 4572422 1185228 1185228 1185228 51500 88555 97327 -45827 -45827 TRANSFER FEE 900099 850000 850000 MONITORING FEE 900099 2656 2656 PUBLICATIONS 900099 47 47 852703 7707472 1448970 0 2932227 X 161350 161350 540206 292449 136897 110860 1548549 1248362 168101 132086 53191 44481 4904 3806 250148 199079 33713 17356 144589 107494 20590 16505 94554 73249 13840 7465 236632 236632 190946 190946 1043179 912437 118964 11778 14648 14398 250 341897 308467 18724 14706 505119 465538 39581 35642 18823 16819 290832 214444 33642 42746 1342 1342 4953 4953 105886 105886 27594 4195 23399 MEALS & CATERING 149051 91577 57024 450 RENTAL & MAINTENANCE FE 42827 5247 33455 4125 GIFTS 39069 30332 138 8599 DUES & SUBSCRIPTIONS 22950 16815 3016 3119 24124 2418 3895 17811 5869278 4212497 1265369 391412 127024 172299 2996207 3656515 40000 3000 492261 173880 206951 196740 15108 10211 36834469 40817537 142062 74930 40647131 44908372 309883 423948 484175 2187 143019 72235 937077 498370 X 23273732 27715561 16436322 16694441 39710054 44410002 40647131 44908372 1838194 2861754 0 X 0 1 X 1 0 X 3089955 2625371 4201567 2946258 3326275 16189426 3089955 2625371 4201567 2946258 3326275 16189426 1270692 14918734 682787 635908 757144 846619 940123 3862581 1906 512 2563 2124 852703 859808 20911815 4832461 0.71340 0.77280 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 1,906. 2022 AMOUNT: $ 512. MONITORING FEE - 2023 AMOUNT: $ 1,996. 2024 AMOUNT: $ 1,564. 2025 AMOUNT: $ 2,656. PUBLICATIONS - 2023 AMOUNT: $ 567. 2024 AMOUNT: $ 560. 2025 AMOUNT: $ 47. TRANSFER FEE - 2025 AMOUNT: $ 850,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X 8 160.46 3 0 4 1 149.00 20591 37179628 220600 4822701 1028541 190951 41003437 33399685 491653 4435496 969494 177712 37179628 28258251 905489 5300723 909022 155756 33399685 33943355 146187 -5285073 546218 28258251 29519027 901390 4500159 977221 33943355 0.62220 0.37780 0.00000 0 0 92401 82190 10211 114550 114550 0 10211 LEASE LIABILITY - OFFICE SPACE 47665 LEASE LIABILITY - EQUIPMENT 24570 72235 X 10666553 2861754 2861754 7804799 -97327 -97327 7707472 5966605 97327 97327 5869278 0 5869278 PART II, LINE 9: CONSERVATION EASEMENTS ARE VALUED AT $100 EACH. PART V, LINE 4: THE CONSERVANCY ESTABLISHED A GENERAL ENDOWMENT FUND TO PROVIDE A STABLE SOURCE OF UNRESTRICTED REVENUES, IN PERPETUITY, FOR THE CONSERVANCY'S PROGRAMS AND OPERATIONS. PART X, LINE 2: THE CONSERVANCY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. NO PROVISION FOR FEDERAL OR STATE INCOME TAXES OR FOR TAXES ON UNRELATED BUSINESS INCOME HAS BEEN RECORDED. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -97,327. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 97,327. SAN FRANCISCO FALL SHOW 86655 57555 29100 5000 21455 29275 NY HOLIDAY DINNER 53400 31000 22400 4000 28532 9065 140055 88555 51500 9000 49987 38340 97327 -45827 1 HOMEGROWN NATIONAL PARK INC 68 HARRISON AVE STE 605 PMB 14253 BOSTON MA 021111929 261238991 501 (C) (3) 7500 0 GENERAL OPERATING SUPPORT WETHERSFIELD FOUNDATION INC 257 PUGSLEY HILL ROAD AMENIA NY 12501 136113816 501 (C) (3) 10000 0 GENERAL OPERATING SUPPORT CANTE WAUNSILPI WI TA OMINICIYE KIND HEARTED WOMEN'S SOCIETY PO BOX 2004 RAPID CITY SD 57709 931756989 501 (C) (3) 10000 0 GENERAL OPERATING SUPPORT THEODORE PAYNE FOUNDATION FOR WILD FLOWERS & NATIVE PLANTS INC 10459 TUXFORD STREET SUN VALLEY CA 91352 956095398 501 (C) (3) 7500 0 GENERAL OPERATING SUPPORT LEGACY HERITAGE 3114 CABOT STREET MONTGOMERY AL 36110 861703052 501 (C) (3) 10000 0 GENERAL OPERATING SUPPORT COLONIAL PENNSYLVANIA FARMSTEAD 3900 N SANDY FLASH NEWTON SQUARE PA 19073 287249215 501 (C) (3) 7500 0 GENERAL OPERATING SUPPORT 6 0 PART I, LINE 2: THE GARDEN CONSERVANCY MAINTAINS COMMUNICATION WITH THE GRANTEE ORGANIZATIONS THROUGHOUT THE YEAR TO ENSURE THAT THE GRANTS ARE BEING USED IN ACCORDANCE WITH THE GRANT AGREEMENTS/CONTRACTS. X X X X 0 0 0 0 0 0 0 0 0 JAMES BRAYTON HALL PRESIDENT & CEO 283907 0 0 0 0 0 14420 0 18416 0 316743 0 0 0 DONNA MORTENSEN CHIEF OPERATING OFFICER 195107 0 0 0 0 0 9940 0 18416 0 223463 0 0 0 BRIDGET CONNORS DIRECTOR OF DEVELOPMENT 130335 0 0 0 0 0 6631 0 17227 0 154193 0 0 0 X 10 79278 NYSE 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 6 THE PUBLIC IS WELCOME TO BECOME MEMBERS. THERE ARE DIFFERENT LEVELS OF MEMBERSHIP, EACH OF WHICH HAS A VARIETY OF COMPLIMENTARY AND DISCOUNTED ADMISSIONS TO OPEN DAYS AND VIRTUAL TALKS, INVITATIONS TO EVENTS AND SPECIAL PROGRAMS, AND SUBSCRIPTIONS TO PRINT AND ELECTRONIC NEWSLETTERS. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS THE FORM 990 AND ALL SCHEDULES FOR ACCURACY. ONCE MANAGEMENT COMPLETES ITS REVIEW, THE FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C PRIOR TO THE ANNUAL MARCH BOARD MEETING, BOARD MEMBERS RECEIVE THE CONFLICT OF INTEREST QUESTIONNAIRE. THE CHIEF OF STAFF AND BOARD LIAISON ARE RESPONSIBLE FOR COLLECTING COMPLETED QUESTIONNAIRES. PER THE ORGANIZATION'S BYLAWS, THE AUDIT, FINANCE AND INVESTMENTS COMMITTEE IS CHARGED WITH COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 BOARD LEADERSHIP MEETS ANNUALLY TO REVIEW AND APPROVE COMPENSATION OF THE PRESIDENT. THE ORGANIZATION ENGAGED A FIRM SPECIALIZING IN COMPENSATION THAT PERFORMED A STUDY THAT WAS COMPLETED DURING THE FISCAL YEAR AND SHARED WITH THE BOARD AND APPROPRIATE MANAGEMENT PERSONNEL. THE PRESIDENT MEETS ANNUALLY TO REVIEW AND APPROVE COMPENSATION OF SENIOR MANAGEMENT. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION. FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 5,934. MANAGEMENT AND GENERAL EXPENSES 117,259. FUNDRAISING EXPENSES 9,778. TOTAL EXPENSES 132,971. SPEAKER FEES AND TRAVEL: PROGRAM SERVICE EXPENSES 27,058. MANAGEMENT AND GENERAL EXPENSES 1,705. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,763. ADMISSION FEES: PROGRAM SERVICE EXPENSES 35,540. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,000. TOTAL EXPENSES 37,540. STRATEGIC PLANNING: PROGRAM SERVICE EXPENSES 246,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 246,000. TOUR PROGRAM: PROGRAM SERVICE EXPENSES 597,905. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 597,905.