TY 2017 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(1) CONSTANCE NORWEB ABBEY...................................................................... DIRECTOR	2.00 .................	X
(2) THOMAS D ANDERSON...................................................................... DIRECTOR	2.00 .................	X
(3) VICTORIA BROER...................................................................... DIRECTOR	2.00 .................	X
(4) BARBARA BROWN...................................................................... DIRECTOR	2.00 .................	X
(5) ANDREW COLEMAN...................................................................... DIRECTOR	2.00 .................	X
(6) WILLIAM CONWAY...................................................................... DIRECTOR	2.00 .................	X
(7) JONATHAN E DICK...................................................................... DIRECTOR	2.00 .................	X
(8) PAUL E DICORLETO...................................................................... DIRECTOR	2.00 .................	X
(9) ROBERT R GALLOWAY...................................................................... SECRETARY	2.00 .................	X	X
(10) SARAH L GRIES...................................................................... DIRECTOR	2.00 .................	X
(11) DEBRA HERSHEY GUREN...................................................................... DIRECTOR	2.00 .................	X
(12) PETER S HELLMAN...................................................................... DIRECTOR	2.00 .................	X
(13) ELLEN W JONES NORDELL...................................................................... DIRECTOR	2.00 .................	X
(14) JOSEPH P KEITHLEY...................................................................... DIRECTOR	2.00 .................	X
(15) VERN D KLUNZINGER...................................................................... DIRECTOR	2.00 .................	X
(16) STEPHEN J KNERLY JR...................................................................... DIRECTOR	2.00 .................	X
(17) JODEPH J MAHOVLIC...................................................................... DIRECTOR	2.00 .................	X

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(18) MICHAEL C MARINO........................................................................ DIRECTOR	2.00 .......................	X			0	0
(19) CYNTHIA MOORE-HARDY........................................................................ DIRECTOR	2.00 .......................	X			0	0
(20) MAURA O'DONNELL-MCCARTHY........................................................................ DIRECTOR	2.00 .......................	X			0	0
(21) DEIDREA OTTS........................................................................ DIRECTOR	2.00 .......................	X			0	0
(22) JANE OUTCALT........................................................................ DIRECTOR	2.00 .......................	X			0	0
(23) GARY W POTH........................................................................ DIRECTOR	2.00 .......................	X			0	0
(24) ERIN KENNEDY RYAN........................................................................ DIRECTOR	2.00 .......................	X			0	0
(25) ROBIN D SCHACHAT........................................................................ DIRECTOR	2.00 .......................	X			0	0
(26) LYNN C CHIVERICK........................................................................ DIRECTOR	2.00 .......................	X			0	0
(27) RUTH STAFFORD........................................................................ DIRECTOR	2.00 .......................	X			0	0
(28) K K SULLIVAN........................................................................ DIRECTOR	2.00 .......................	X			0	0
(29) BRADLEY TURNER........................................................................ CHAIRMAN	2.00 .......................	X			0	0
(30) CHARLES F WALTON........................................................................ DIRECTOR	2.00 .......................	X			0	0
(31) PAUL R ABBEY........................................................................ INTERIM PRESIDENT & CEO	40.00 .......................	X	X		158,544	0
(32) CLEMENT W HAMILTON........................................................................ PRES.&CEO(THROUGH 3/18)	40.00 .......................		X		269,729	26,198
(33) JIM ANSBERRY........................................................................ CFO & TREASURER	40.00 .......................		X		181,890	27,444
(34) DEBORAH RYAN........................................................................ ASSISTANT SECRETARY	40.00 .......................		X		65,376	13,925
(35) JILL KOSKI........................................................................ PRES.&CEO(AS OF 9/17)	40.00 .......................		X		39,776	4,232
(36) PAUL C SPECTOR........................................................................ VP COMMUNITY ENGAGEMENT	40.00 .......................			X	146,675	19,674
(37) BRIAN C PARSONS........................................................................ CHIEF PLANNING OFFICER	40.00 .......................			X	113,763	24,955
(38) DAVID BURKE........................................................................ CHAIR, RESEARCH	40.00 .......................			X	113,480	24,209
(39) NANCY SPELMAN........................................................................ CHIEF - HUMAN RESOURCES	40.00 .......................			X	109,449	19,226
(40) ROGER L GETTIG........................................................................ VP-HORTICULTURE	40.00 .......................			X	101,351	28,734

(A) Name and business address	(B) Description of services	(C) Compensation
MINUTE MAN PO BOX 78000 DETROIT,MI48278	SEASONAL LABOR	482,603
CARRON ASPHALT PAVING INC 7615 BOND ST SOLON,OH44094	CONSTRUCTION	251,862
VIZMEG LANDSCAPE INC 778 MCCAULEY RD 100 STOW,OH44224	LANDSCAPE SERVICES	200,944
BIZEDGE INC PO BOX 1263 TWINSBURG,OH44087	TECHNOLOGY SERVICES	143,134

2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 4

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

THE HOLDEN ARBORETUM

Employer identification number

34-0750346

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2019

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	9,265,112	6,891,828	6,652,349	8,561,318	6,528,573	37,899,180
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	9,265,112	6,891,828	6,652,349	8,561,318	6,528,573	37,899,180
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..						23,084,335
6	Public support. Subtract line 5 from line 4.						14,814,845

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
7	Amounts from line 4..	9,265,112	6,891,828	6,652,349	8,561,318	6,528,573	37,899,180
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	344,557	647,659	476,103	467,395	426,475	2,362,189
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..	155,401	154,579	175,548	-23,100	63,662	526,090
11	Total support. Add lines 7 through 10						40,787,459

Gross receipts from related activities, etc. (see instructions) ..................

3,186,816

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2019 (line 6, column (f) divided by line 11, column (f)) .........

36.320 %

Public support percentage for 2018 Schedule A, Part II, line 14 ...............

40.450 %

16a

33 1/3% support test—2019. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2018. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2019

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2019 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2018 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2019 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2018 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2019. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2018. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2019

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2019

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2019

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2019

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2019 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2019	(iii) Distributable Amount for 2019
1 Distributable amount for 2019 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2019:
a From 2014.......
b From 2015.......
c From 2016.......
d From 2017.......
e From 2018.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2019 distributable amount
i Carryover from 2014 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2019 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2019 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2020. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2015.....
b Excess from 2016.....
c Excess from 2017.....
d Excess from 2018.....
e Excess from 2019.....

Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	OTHER INCOME - 2013 AMOUNT: $ 155,401. 2014 AMOUNT: $ 154,579. 2015 AMOUNT: $ 175,548. 2016 AMOUNT: $ -23,100. 2017 AMOUNT: $ 63,662.

Schedule A (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Name of the organization

THE HOLDEN ARBORETUM

Employer identification number

34-0750346

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2

Name of organization THE HOLDEN ARBORETUM

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Page 3

Name of organization THE HOLDEN ARBORETUM		Employer identification number 34-0750346

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Page 4


Name of organization THE HOLDEN ARBORETUM			Employer identification number 34-0750346
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

THE HOLDEN ARBORETUM

Employer identification number

34-0750346

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.

			Held at the End of the Year
a	Total number of conservation easements ......................	2a	23
b	Total acreage restricted by conservation easements ....................	2b	1,489.00
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

60.00

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

$ 0

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2019

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	31,164,620	26,907,279	25,261,619	25,292,393	26,466,408
b	Contributions ...	5,988	1,439,543	668,239	913,580	1,132,691
c	Net investment earnings, gains, and losses	3,140,734	4,033,002	1,603,279	-726,054	2,441,421
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	1,231,384	1,215,204	625,858	218,300	4,748,127
f	Administrative expenses ....
g	End of year balance ......	33,079,958	31,164,620	26,907,279	25,261,619	25,292,393

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

82.590 %

Permanent endowment SchDMd Bullet

10.480 %

Term endowment SchDMd Bullet

6.930 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	12,697,091		12,697,091
b	Buildings ....	11,133,866	5,640,434	5,493,432
c	Leasehold improvements
d	Equipment ....	4,419,193	3,964,590	454,603
e	Other .....	11,227,516	4,576,460	6,651,056
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				25,296,182

Schedule D (Form 990) 2019

Page 3

Part VII

InvestmentsOther Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	160,330
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2019

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	13,287,101
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	4,399,765
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	4,399,765
3	Subtract line 2e from line 1..................			3	8,887,336
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	0
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	8,887,336

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1	8,587,559
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................		2e	0
3	Subtract line 2e from line 1...................		3	8,587,559
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................		4c	0
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5	8,587,559

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART II, LINE 3:	CONSERVATION EASEMENTS - THE ARBORETUM HAS RECEIVED CONTRIBUTIONS OF DEVELOPMENT RIGHTS, VIA CONSERVATION EASEMENTS, ASSOCIATED WITH APPROXIMATELY 1,489 ACRES OF LAND. NO VALUE HAS BEEN PLACED ON THESE CONTRIBUTIONS AND THE EASEMENTS ARE NOT REFLECTED IN THE STATEMENT OF FINANCIAL POSITION. HOWEVER, THE ARBORETUM IS REQUIRED TO MAINTAIN THE INTEGRITY OF THE EASEMENTS AND MAY INCUR LEGAL AND OTHER COSTS TO ENFORCE THE EASEMENTS.
PART III, LINE 4:	PERMANENT COLLECTIONS - THE ARBORETUM'S ACCESSIONED COLLECTIONS OF WOODY PLANTS AND HERBACEOUS PLANTS OF CONSERVATION SIGNIFICANCE, HERBARIUM SPECIMENS, WOOD SAMPLES, TREE ARTIFACTS, LIBRARY AND RARE BOOKS AND WORKS OF ART THAT SUPPORT THE ARBORETUM'S MISSION ARE PROTECTED AND PRESERVED FOR PUBLIC EXHIBITION, EDUCATION, RESEARCH AND FURTHERANCE OF THE PUBLIC GOOD. ACCORDINGLY, SUCH COLLECTIONS ARE NOT RECORDED FOR FINANCIAL STATEMENT PURPOSES. ADDITIONS AND DEACCESSIONS TO THE PERMANENT COLLECTIONS ARE MADE PER THE GUIDELINES PROMULGATED BY THE BOARD OF DIRECTORS. THIS COLLECTION MANAGEMENT POLICY HAS BEEN DEVELOPED IN ACCORDANCE WITH THE AMERICAN ALLIANCE OF MUSEUMS' CODE OF ETHICS. OBJECTS IN THE ARBORETUM'S PERMANENT COLLECTIONS ARE NEITHER DISPOSED OF FOR FINANCIAL GAIN NOR ENCUMBERED IN ANY MANNER.
PART V, LINE 4:	INTENDED USE OF ENDOWMENT FUNDS - THE ARBORETUM ENDOWMENT CONSISTS OF SEVERAL PERMANENTLY RESTRICTED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT FUNDS ARE RECORDED AT HISTORICAL DOLLAR VALUE. INCOME AND REALIZED/UNREALIZED GAINS/LOSSES FOR SOME SPECIFIC FUNDS ARE RECORDED AS TEMPORARILY RESTRICTED UNTIL SPENT FOR THOSE SPECIFIC PURPOSES IN ACCORDANCE WITH THE SPENDING POLICY APPROVED BY THE BOARD OF DIRECTORS. IN ADDITION, EARNINGS IN EXCESS OF THE SPENDING POLICY ARE ADDED TO TEMPORARILY RESTRICTED NET ASSETS. INCOME FROM OTHER FUNDS IS TO BE USED FOR THE GENERAL OPERATIONS, AND IS RECORDED AS UNRESTRICTED.
PART V, LINE 1E:	ENDOWMENT EXPENDITURES - FOR THE YEAR ENDED SEPTEMBER 30, 2014, THE ARBORETUM USED $4,191,127 FOR ASSET PURCHASES AND EXPENDITURES RELATED TO THE INTEGRATION OF CLEVELAND BOTANICAL GARDEN, A SECTION 501(C)(3) ORGANIZATION OF WHICH THE ARBORETUM BECAME THE SOLE MEMBER. THE REMAINING APPROPRIATION OF $557,000 WAS FOR OPERATIONS.

Schedule D (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G (Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization
THE HOLDEN ARBORETUM

Employer identification number

34-0750346

Part I

Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

YesNo

If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total . . . . . . . . . . . . . . . . . . . .

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990 or 990-EZ) 2019

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 WOODLAND TWILIGHT (event type)	(b) Event #2 TASTINGS/CONCERTS (event type)	(c) Other events 1 (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	174,443	32,583	8,737	215,763
2	Less: Contributions . . . .	44,655	500		45,155
3	Gross income (line 1 minus line 2) . . . . . .	129,788	32,083	8,737	170,608

4	Cash prizes . . . . .
5	Noncash prizes . . . .
6	Rent/facility costs . . . .	36,759	5,506	222	42,487
7	Food and beverages . . .	40,731	6,530	6,866	54,127
8	Entertainment . . . .
9	Other direct expenses . . .	10,847	12,302	644	23,793
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .				120,407
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .				50,201

Part III

Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990 or 990-EZ) 2019

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

Part IV

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.

Return Reference	Explanation

Schedule G (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

THE HOLDEN ARBORETUM

Employer identification number

34-0750346

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........

Yes

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..

Yes

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Yes

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2019

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1PAUL R ABBEY INTERIM PRESIDENT & CEO	(i) (ii)	158,544 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	158,544 ------------- 0	0 ------------- 0
2CLEMENT W HAMILTON PRES.&CEO(THROUGH 3/18)	(i) (ii)	269,729 ------------- 0	0 ------------- 0	0 ------------- 0	2,869 ------------- 0	23,329 ------------- 0	295,927 ------------- 0	0 ------------- 0
3JIM ANSBERRY CFO & TREASURER	(i) (ii)	178,890 ------------- 0	3,000 ------------- 0	0 ------------- 0	11,239 ------------- 0	16,205 ------------- 0	209,334 ------------- 0	0 ------------- 0
4PAUL C SPECTOR VP COMMUNITY ENGAGEMENT	(i) (ii)	146,675 ------------- 0	0 ------------- 0	0 ------------- 0	8,733 ------------- 0	10,941 ------------- 0	166,349 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2019

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINE 1A	BENEFITS PROVIDED TO CERTAIN OFFICERS - THE ARBORETUM PROVIDED HOUSING TO ITS PRESIDENT & CEO, CLEMENT HAMILTON. MR. HAMILTON PAYS FAIR MARKET VALUE RENT FOR THE HOUSING, AND THIS ARRANGEMENT WAS APPROVED BY THE BOARD OF DIRECTORS. THE ARBORETUM ALSO PAID DUES FOR A SOCIAL CLUB FOR MR. HAMILTON. MR. HAMILTON REIMBURSES THE ARBORETUM FOR HIS PERSONAL USE OF THE CLUB.
PART I, LINE 4A	SEVERANCE PAYMENTS - THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS: CLEMENT HAMILTON $233,767; PAUL SPECTOR $60,104; AND DEBORAH RYAN $17,009.

Schedule J (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

THE HOLDEN ARBORETUM

Employer identification number

34-0750346

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	3	19,508	FMV
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( LANDSCAPE MAT. )	X	1	59,850	FMV
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

Yes

If "Yes," describe in Part II.

If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2019)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINE 32B:	USE OF THIRD PARTIES - THE ARBORETUM USES THE SERVICES OF A BROKER TO SELL DONATED SECURITIES. THE FEES CHARGED ARE AT OR BELOW FAIR MARKET VALUE.

Schedule M (Form 990) (2019)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

THE HOLDEN ARBORETUM

Employer identification number

34-0750346

Return Reference	Explanation
FORM 990, PART III, LINE 4 - PROGRAM SERVICE ACCOMPLISH.(CONT'D):	CONSERVATION THE CONSERVATION DEPARTMENT FOCUSED MUCH OF ITS ACTIVITY AROUND THE EXECUTION OF THE WORKING WOODS PROJECT WHICH IS A COLLABORATIVE PROJECT BETWEEN COMMUNITY FORESTRY, CONSERVATION AND RESEARCH. THIS PROJECT INVOLVED CONSIDERABLE PLANNING FOR FOREST MANAGEMENT ACTIVITIES, POTENTIAL EDUCATION INTERPRETATION, AND INCLUSION OF RESEARCH ACTIVITIES. WORK WAS ALSO COMPLETED IN COLLABORATION WITH CHAGRIN VALLEY WATERSHED PARTNERS TO IMPROVE WATER QUALITY IN THE CHAGRIN RIVER BASIN. SIGNIFICANT ACTIVE MANAGEMENT ACTIONS IN FY18 INCLUDED TREATING HEMLOCK AT LITTLE MOUNTAIN FOR WOOLY ADELGID, AN INVASIVE PEST THAT IS BEGINNING TO MAKE ITS WAY INTO THE NORTHEAST OHIO REGION. ANNUAL INSPECTIONS OF 19 CONSERVATION EASEMENTS HELD BY HOLDEN WERE CONDUCTED, INVASIVE WEED CONTROL WAS EXECUTED, AND DEER MANAGEMENT ACTIVITIES IN THE NATURAL AREAS WERE CARRIED OUT WHICH INCLUDED HELICOPTER OVERFLIGHTS TO ASSESS DEER POPULATION NUMBERS. EDUCATION PROGRAMS FOR ALL AGES THE HOLDEN ARBORETUM'S EDUCATIONAL PROGRAMMING ENGAGES INDIVIDUALS OF ALL AGES WITH PLANTS AND OTHER ASPECTS OF THE NATURAL WORLD TO ENHANCE FUNDAMENTAL LEARNING, APPRECIATION OF NATURE AND HEALTH AND WELLNESS. DURING FY18, WORK WITH 18,620 STUDENTS OF NORTHEAST OHIO FOCUSED ON PROVIDING PROGRAMMING WHICH ADDRESSED THE OHIO STATE SCIENCE STANDARDS. THE ARBORETUM'S SCHOOL PROGRAMS ENCOURAGE STUDENTS TO TAKE AN ACTIVE ROLE IN LEARNING. HANDS-ON INVESTIGATIONS AND DISCUSSIONS IN A NATURAL SETTING ENCOURAGE STUDENTS TO DISCOVER AND GATHER INFORMATION, ASK QUESTIONS AND BEGIN TO FORMULATE ANSWERS OR METHODS FOR OBTAINING ANSWERS FOR THEMSELVES. IN FY18, THE ORGANIZATION'S KEYSTONE EDUCATION PROGRAM, GROWING STUDENTS IN SCIENCE, ACCOUNTED FOR 11,744 STUDENTS IN 14 DISTRICTS. OUTREACH PROGRAMS ACCOUNTED FOR 1,932 STUDENTS OF THE TOTAL 18,620. THE MAJORITY OF THESE WERE PRESCHOOLERS WHO WERE PART OF THE SPROUTING YOUNG SCIENTISTS MULTI-VISIT PRESCHOOL PROGRAM FOCUSED ON SCIENCE AND LITERACY THROUGH A STUDY OF THE SEASONAL CHANGE IN PLANTS. IN ADDITION, PROFESSIONAL DEVELOPMENT OPPORTUNITIES WERE PROVIDED THAT OFFER TEACHERS A CHANCE TO INCREASE CONTENT KNOWLEDGE IN THE NATURAL SCIENCES AND HELP THEM WITH PEDAGOGY RELATED TO TEACHING SCIENCE. THESE RANGED FROM ONE-WEEK GRADUATE LEVEL CLASSES TO AFTER SCHOOL SESSIONS. IN ADDITION, WORKSHOPS WERE PRESENTED AT NUMEROUS TEACHER CONFERENCES THIS YEAR. A TOTAL OF 44 TEACHERS FROM GRADES K-12 ATTENDED 8 SEPARATE WORKSHOPS. HOLDEN OFFERED 218 PROGRAMS FOR ADULTS AND SERVED 2,525 PEOPLE IN THE AREAS OF HORTICULTURE, NATURAL HISTORY, FORESTRY, ART AND WELLNESS TO ARBORETUM MEMBERS AND THE COMMUNITY AT LARGE. FAMILY PROGRAMS ARE DESIGNED TO ENGAGE CHILDREN AND PARENTS IN OUTDOOR ACTIVITIES THAT ENCOURAGE EXPLORATION AND LEARNING. FORTY-FOUR CLASSES/CAMPS WERE OFFERED SERVING 325 CHILDREN WHILE OTHER EXPERIENCES WERE OFFERED AS DROP-IN" PROGRAMS. THESE RANGED FROM HABITAT DISCOVERIES TO NATURE CRAFTS AND QUEST HUNTS. INTERPRETING AND EXPLAINING THE VARIED ASSETS OF THE ARBORETUM IS ACCOMPLISHED THROUGH A VARIETY OF ON-SITE PROGRAMS FOR VISITORS. VISITORS CAN TAKE ADVANTAGE OF GUIDED TOURS, BROCHURES, MAPS, INTERPRETATIVE PANELS, INTERACTIVE EXHIBITS, PLANT IDENTIFICATION LABELS, OR AUDIO AND WEB-BASED GUIDE BY CELL PROGRAMS THAT PROVIDE INFORMATION ABOUT PLANTS AND OTHER FEATURES. THE LIBRARY COLLECTION FOCUSES ON HORTICULTURE AND NATURAL HISTORY AND SERVES PRIMARILY AS AN INFORMATION RESOURCE FOR STAFF, MEMBERS, AND PEOPLE FROM THE COMMUNITY. MEMBERS MAY CHECK OUT BOOKS AND THE CATALOG IS AVAILABLE ONLINE AND AVAILABLE THROUGH THE ARBORETUM WEBSITE. A COLLECTION OF RARE HORTICULTURAL BOOKS IS AVAILABLE TO SCHOLARS. PUBLIC PROGRAMS AND SPECIAL EVENTS THE HOLDEN ARBORETUM SERVED 166,000 VISITORS AT ITS FACILITY, ENGAGING THE PUBLIC THROUGH ITS CORE GARDENS, COLLECTIONS DISPLAY, AND FEATURE ATTRACTIONS INCLUDING THE MURCH CANOPY WALK AND KALBERER EMERGENT TOWER, AS WELL AS A VARIETY OF PUBLIC SPECIAL EVENTS. OVER 24,000 GUESTS PARTICIPATED IN THESE FAMILY-CENTERED SPECIAL EVENTS THAT ENCOURAGE A LOVE OF NATURE AND THE OUTDOORS IN YOUNG CHILDREN WHILE BUILDING AND SUSTAINING THE ARBORETUM'S MEMBERSHIP BASE. MAJOR EVENTS INCLUDED THE FALL GOBLINS IN THE GARDEN EVENT (11,000 VISITORS) HELD IN OCTOBER AND A CELEBRATION OF TREES FESTIVAL (3,000 VISITORS) HELD IN AUGUST. IN ADDITION, THE ARBORETUM PRODUCED AN ANNUAL PLANT SALE, WINE AND BEER TASTINGS, A PANCAKE BREAKFAST, AND A SUMMER CONCERT SERIES AVERAGING 700 ATTENDEES PER EVENT. ADDITIONAL PROGRAMMING FOR GENERAL VISITORS INCLUDED ART SHOWS, PHOTOGRAPHY EXHIBITS, RARE BOOK EXHIBITS, TRAM TOURS, GUIDED TOURS, AND DROP-IN PROGRAMS FOR CHILDREN, FAMILIES, AND ADULTS. HOLDEN'S FACILITY RENTAL PROGRAM USED BOTH INDOOR AND OUTDOOR FACILITIES TO ENABLE WEDDINGS, RECEPTIONS, SHOWERS, AND SMALL MEETINGS TO BOTH INDIVIDUALS AND GROUPS. IN 2018, RENTAL EVENTS ENGAGED OVER 4,300 PEOPLE.
FORM 990, PART VI, SECTION A, LINE 2	REPORTABLE RELATIONSHIPS - THE FOLLOWING INDIVIDUALS HAVE A FAMILY RELATIONSHIP: PAUL R. ABBEY AND CONSTANCE NORWEB ABBEY; THE FOLLOWING INDIVIDUALS HAVE A BUSINESS RELATIONSHIP: JONATHAN DICK, BRAD TURNER, AND SARAH GRIES; SARAH GRIES AND JONATHAN DICK; PETER HELLMAN AND BRAD TURNER; STEVEN KNERLY AND PRIVILEDGED; BRAD TURNER, VICTORIA BROER, WILLIAM CONWAY, JONATHAN DICK, PETER HELLMAN AND JOSEPH KEITHLY.
FORM 990, PART VI, SECTION A, LINE 6	MEMBERS OF THE ORGANIZATION - THE DIRECTORS ARE THE MEMBERS OF THE CORPORATION. THEY ARE ELECTED FOR A THREE-YEAR TERM. THE DIRECTORS EXERCISE ALL AUTHORITY RESERVED TO THE MEMBERS UNDER OHIO LAW. PERSONS WHO ARE ACCORDED MEMBERSHIP STATUS OR OTHERWISE CALLED MEMBERS ARE NOT "MEMBERS" AS THE TERM IS USED IN THE OHIO NONPROFIT CORPORATION LAW.
FORM 990, PART VI, SECTION A, LINE 7A	ELECTION OF MEMBERS - THE DIRECTORS ARE THE MEMBERS FOR ALL PURPOSES UNDER OHIO LAW, INCLUDING ELECTING INDIVIDUALS TO THE BOARD OF DIRECTORS (THE GOVERNING BODY).
FORM 990, PART VI, SECTION B, LINE 11B	REVIEW OF FORM 990 - THE BOARD OF DIRECTORS HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE AND OPERATING MANAGEMENT. AFTER REVIEW OF THE FORM 990, THE AUDIT COMMITTEE WILL ADVISE THE BOARD OF DIRECTORS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	MONITORING AND ENFORCEMENT OF CONFLICT POLICY - ALL BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE AN INFORMATION FORM WHICH INCLUDES A SECTION REGARDING CONFLICTS OF INTEREST. EMPLOYEES ARE REQUIRED TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS. STAFF IS CONSTANTLY MONITORED AND ANY ISSUE WHICH ARISES IS ENCOURAGED TO BE REPORTED AND DISCUSSED. ADDITIONALLY, AN ANNUAL REVIEW OF RELATED PARTY ACTIVITY IS CONDUCTED IN CONJUNCTION WITH THE AUDIT PROCESS. WHEN A CONFLICT ARISES, THE INTERESTED PARTY IS NOT PERMITTED IN THE DISCUSSION OR DECISION ABOUT THE TRANSACTION.
FORM 990, PART VI, SECTION B, LINE 15A	COMPENSATION REVIEW AND APPROVAL - THE PRESIDENT AND CEO'S SALARY IS ESTABLISHED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AFTER REVIEWING COMPENSATION DATA FROM SIMILARLY SIZED ARBORETUMS AND PUBLIC GARDENS, OTHER LOCAL CULTURAL INSTITUTIONS, AND CONSIDERATION OF LOCAL ECONOMIC CONDITIONS. THE COMMITTEE MEMBERS ARE INDEPENDENT OF THE PRESIDENT AND CEO.
FORM 990, PART VI, SECTION C, LINE 19	AVAILABILITY OF DOCUMENTS - THREE YEARS OF AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON HOLDEN'S WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. HOLDEN DOES NOT MAKE ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

THE HOLDEN ARBORETUM

Employer identification number

34-0750346

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)CLEVELAND BOTANICAL GARDEN 11030 EAST BLVD CLEVELAND,OH44106 34-0239538	HORTIC.EDUC.	OH	501(C)(3)	LINE 7	HOLDEN ARB	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2019

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	Yes	No

Schedule R (Form 990) 2019

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

Yes

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) CLEVELAND BOTANICAL GARDEN	D	6,550,000	FMV

Schedule R (Form 990) 2019

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2019

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. (see instructions).

Return Reference	Explanation

Schedule R (Form 990) 2019

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: AN OUTDOOR LIVING MUSEUM THAT PROMOTES THE BEAUTY&IMPORTANCE OF TREES&OTHER WOODY PLANTS TO CREATE SUSTAINABLE&HEALTHY COMMUNITIES IN THE GREAT LAKES REGION&BEYOND.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	31
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	30
5	Total number of individuals employed in calendar year 2019 (Part V, line 2a) ......	5	92
6	Total number of volunteers (estimate if necessary) .............	6	599
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	8,561,318	6,525,014
9	Program service revenue (Part VIII, line 2g) .........	847,794	590,384
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	1,771,366	1,485,410
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	215,406	286,528
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	11,395,884	8,887,336
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	5,071,690	4,894,868
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 476,979
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	4,029,953	3,692,691
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	9,101,643	8,587,559
19	Revenue less expenses. Subtract line 18 from line 12.......	2,294,241	299,777
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	161,754,499	166,230,040
21	Total liabilities (Part X, line 26).............	1,452,613	1,228,612
22	Net assets or fund balances. Subtract line 21 from line 20.....	160,301,886	165,001,428

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 6,989,860 including grants of $ 0 ) (Revenue $ 607,404 )
	SEE SCHEDULE OTHE HOLDEN ARBORETUM IS A 3,500 ACRE OUTDOOR MUSEUM OF TREES THAT PROMOTES THE BEAUTY AND IMPORTANCE OF TREES AND WOODY PLANTS TO CREATE SUSTAINABLE AND HEALTHY COMMUNITIES IN THE GREAT LAKES REGION. IN ADDITION TO THE 3,500 ACRES OF DISPLAY AREAS AND NATURAL WOODLANDS, THE ARBORETUM HAS 1,400 ACRES IN CONSERVATION EASEMENTS AND 29 ACRES AT THE LEACH RESEARCH STATION IN MADISON, OH. THE ARBORETUM IS ACCREDITED BY THE AMERICAN ALLIANCE OF MUSEUMS. THE MISSION OF THE ORGANIZATION TO ADVANCE AND INSPIRE A DEEPER UNDERSTANDING OF PLANTS TO ENHANCE LIFE IS ACHIEVED THROUGH SCIENCE, EDUCATION, AND HORTICULTURE PROGRAMS. THE HOLDEN ARBORETUM PROGRAMS ARE INTEGRATED WITH THOSE OF THE CLEVELAND BOTANICAL GARDEN, AN URBAN BOTANICAL GARDEN IN THE CITY OF CLEVELAND. THE COMBINED PROGRAMMING OF TWO CAMPUSES WITH DIFFERENT GEOGRAPHIES CREATES EVEN MORE OPPORTUNITY FOR IMPACT IN NORTHEAST OHIO. THE TWO ORGANIZATIONS REPRESENT THE 12TH LARGEST GARDEN/ARBORETUM IN THE UNITED STATES. LEADERSHIPTHE ORGANIZATION IS LED BY JILL KOSKI WHO WAS HIRED IN LATE SEPTEMBER 2017 TO SERVE AS THE NEW PRESIDENT AND CEO OF THE HOLDEN ARBORETUM AND CLEVELAND BOTANICAL GARDEN, D.B.A. HOLDEN FORESTS & GARDENS. MS. KOSKI HAS MORE THAN 25 YEARS OF EXPERIENCE IN THE NONPROFIT FIELD WORKING FOR CULTURAL INSTITUTIONS. PRIOR TO JOINING THE HOLDEN ARBORETUM, SHE WORKED AT THE MORTON ARBORETUM IN LISLE, IL FOR MORE THAN TEN YEARS, AND AT SHEDD AQUARIUM IN CHICAGO, IL FOR TEN YEARS. RESEARCH AND LIVING COLLECTIONSTHE RESEARCH STAFF PUBLISHED 6 PEER REVIEWED PUBLICATIONS IN FISCAL YEAR 2018 (FY18) IN JOURNALS SUCH AS INTERNATIONAL JOURNAL OF PLANT SCIENCES, RESTORATION ECOLOGY AND TREE PHYSIOLOGY AND STAFF GAVE 8 PRESENTATIONS AT NATIONAL AND INTERNATIONAL MEETINGS AND 14 PRESENTATIONS AT LOCAL AND REGIONAL MEETINGS INCLUDING PUBLIC GROUPS. THE TEAM ORGANIZED THE NINTH ITERATION OF THE SCIENTIST LECTURE SERIES WITH SPEAKERS COVERING TOPICS SUCH AS RHODODENDRON DIVERSITY, URBAN POLLINATORS, AND SEVERAL TALKS ON NATURAL AREAS RESTORATION. THE RESEARCH DEPARTMENT WORKED WITH DIVERSE STUDENT POPULATIONS IN FY18, INCLUDING 16 UNDERGRADUATES WHO COMPLETED INTERNSHIPS IN THE DEPARTMENT, AND SUCCESSFULLY HELD ITS THIRD SEARCH (SYMPOSIUM FOR ECOLOGICAL RESEARCH) MEETING FOR UNDERGRADUATE RESEARCH PRESENTATION IN AUGUST. OVER 27 STUDENTS FROM THE REGION PRESENTED AT THE SYMPOSIUM, INCLUDING STUDENTS FROM CWRU, CSU, THE METROPARKS AND THE UNIVERSITY OF PITTSBURGH. THE DEPARTMENT WAS AWARDED SEVERAL SMALL GRANTS, INCLUDING $48,000 FROM THE US FOREST SERVICE TO WORK ON BEECH LEAF DISEASE RESEARCH.COMMUNITY FORESTRYFISCAL YEAR 2018 WAS A YEAR OF SIGNIFICANT TRANSITION WITH PROGRAM FOCUS SHIFTING FROM A LARGELY PUBLIC EDUCATION MISSION TO ONE OF ACTIVE COMMUNITY ENGAGEMENT AND PROJECT DEVELOPMENT. THIS WAS THE FIRST YEAR FOR TREE CORPS, A WORK FORCE DEVELOPMENT PROGRAM IN THE TREE CARE ARENA WITH DEVELOPED CURRICULUM FOR 8 CREW MEMBERS WHO WORKED FOR 19 WEEKS TO LEARN ABOUT TREE CARE AND DEVELOP SKILLS THAT COULD BE USED FOR EMPLOYMENT AND PROFESSIONAL DEVELOPMENT. THE DEVELOPMENT OF WOODLAND DEMONSTRATION PROJECTS AND INTERPRETATION FOR THE WORKING WOODS PROJECT, FUNDED BY THE SHERWIN FOUNDATION AND THE CORNER STONE OF THE SHERWIN INSTITUTE OF WOODLAND MANAGEMENT (SIWM), BEGAN IN FY18. FORESTRY ACTIONS ARE EXPECTED TO TAKE PLACE IN THE UPCOMING WINTER AND TRAIL CONSTRUCTION IS EXPECTED TO TAKE PLACE NEXT YEAR. THE PROJECT IS INTENDED TO BE THE FOCUS AREA FOR CONSERVATION, RESEARCH AND PUBLIC EDUCATION EFFORTS AIMED AT ECOLOGICAL FORESTRY IN OUR REGION AND THE NORTHEASTERN UNITED STATES INCLUDING THE GREAT LAKES REGION. ADDITIONALLY, CONSERVATION STAFF PRESENTED ON COMMUNITY TREE PLANTING EFFORTS AT LOCAL EVENTS HELD BY NEORSD, CUYAHOGA MASTER'S GARDENER'S, DOAN BROOK WATERSHED PARTNERS, AND ISA MEETINGS AND WAS FEATURED BY LOCAL NEWS ORGANIZATIONS. COMMUNITY FORESTRY STAFF TAUGHT SEVERAL CLASSES FOR THE PUBLIC AT BOTH THE ARBORETUM AND BOTANICAL GARDEN CAMPUSES. CLASSES COVERED TOPICS SUCH AS PRUNING, TREE IDENTIFICATION, AND ARBOR DAY PROGRAMMING.HORTICULTURE DURING THE SPRING AND FALL PLANTING SEASONS AT THE ARBORETUM, THERE WERE 759 TREES AND SHRUBS PLANTED AND OVER 1,141 HERBACEOUS PERENNIAL PLANTS PLANTED. AT FISCAL YEAR-END, THERE WHERE 5,218 TAXA (SPECIES, VARIETIES, CULTIVARS) IN THE LIVING PLANT COLLECTION, 3,431 OF WHICH WERE WOODY.THE PLANT COLLECTIONS CURATOR CONTINUED TO PROVIDE HORTICULTURAL INFORMATION TO THE PUBLIC YEAR-ROUND AND RESPONDED TO 217 CONTACTS DURING THE YEAR WITH QUESTIONS ON PLANT IDENTIFICATION, LANDSCAPE PLANT SELECTION AND SOURCES, PLANT PESTS AND DISEASES, HORTICULTURAL PRACTICES AND A RANGE OF RELATED SUBJECTS. AS A PARTICIPANT IN THE INTERNATIONAL SEED EXCHANGE, HOLDEN NURSERY STAFF DISTRIBUTED 301 PACKETS OF SEED REPRESENTING 17 DIFFERENT SPECIES NATIVE TO OHIO ON REQUEST AND AT NO CHARGE TO 66 SISTER INSTITUTIONS IN 24 COUNTRIES AROUND THE WORLD AND 5 STATES WITHIN THE U.S.NEWLY PLANTED AREAS INCLUDE HOLDEN GROVE (NEXT TO CORNING LAKE) AND HAWGOOD HILL (IN LAYER RHODODENDRON GARDEN). SUPPORT FOR USDA FOREST SERVICE RESEARCH ON ASH TREES RESISTANT TO EMERALD ASH BORER CONTINUED WITH THE PROPAGATION OF 64 ADDITIONAL SPECIMEN. STAFF SEED COLLECTION AND VOLUNTEER TRAINING IN CONJUNCTION WITH THE POLLINATOR PARTNERSHIP CONTINUED ON THE MONARCH WINGS ACROSS EASTERN BROADLEAF FORESTS PROJECT.THE PLANT RECORDS DATABASES FOR THE CLEVELAND BOTANICAL GARDEN AND THE HOLDEN ARBORETUM WERE MERGED IN MAY AND NOW CONTAIN ALL OF THE HOLDEN FORESTS AND GARDENS PLANT RECORDS WHICH CAN BE ACCESSED AT EITHER CAMPUS.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses6,989,860

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	1,300,033	0	188,597

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c	45,155
d	Related organizations		1d
e	Government grants (contributions)		1e	1,253

f	All other contributions, gifts, grants, and similar amounts not included above		1f	6,478,606

g	Noncash contributions included in lines 1a - 1f:$		1g	79,358

h Total. Add lines 1a-1f.......		6,525,014

		Business Code
2a	ADMISSIONS	900099	455,588	455,588
b	EDUCATION COURSES	611600	134,796	134,796
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		590,384

3 Investment income (including dividends, interest, and othersimilar amounts) ......			295,314			295,314
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents		131,161	6a
b	Less: rental expenses		0	6b
c	Rental income or (loss)		131,161	6c
d	Net rental income or (loss).......			131,161			131,161
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory	214,272	975,824	7a
b	Less: cost or other basis and sales expenses	0	0	7b
c	Gain or (loss)	214,272	975,824	7c
d	Net gain or (loss).........			1,190,096			1,190,096
8a	Gross income from fundraising events (not including $ 45,155of contributions reported on line 1c). See Part IV, line 18 ....
			8a	170,608
b	Less: direct expenses ...		8b	120,407
c	Net income or (loss) from fundraising events..			50,201			50,201
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a	158,102
b	Less: cost of goods sold ..		10b	69,956
c	Net income or (loss) from sales of inventory..			88,146			88,146
Business Code			Miscellaneous Revenue
11a	OTHER REVENUE		900099	9,520	9,520
b	CENTER FOR PLANT CONSERVATION		900099	7,500	7,500
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			17,020
12	Total revenue. See instructions.....			8,887,336	607,404	0	1,754,918

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	726,863	585,073	104,733	37,057
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	3,384,648	2,724,402	487,689	172,557
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	182,015	153,734	20,902	7,379
9	Other employee benefits .......	321,009	258,389	46,254	16,366
10	Payroll taxes ...........	280,333	225,648	40,393	14,292
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	9,326		9,326
c	Accounting ...........	33,052		33,052
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	409,781	201,368	121,309	87,104
12	Advertising and promotion ....	66,107	65,377		730
13	Office expenses .......	77,993	42,246	32,726	3,021
14	Information technology ......	27,791	12,664	14,036	1,091
15	Royalties ..
16	Occupancy ...........	266,716	232,960	23,559	10,197
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	124,266	77,527	44,697	2,042
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	1,024,950	918,184	49,837	56,929
23	Insurance ...	86,085	82,513	3,572
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	EDUC.&PROMOTIONAL EXP.	606,975	534,338	35,796	36,841
b	LANDSCAPE MAINTENANCE	400,669	400,260	6	403
c	BLDG.& EQUIP. MAINT.	330,545	274,597	44,196	11,752
d	RESEARCH SUPPLIES	100,315	100,315
e	All other expenses	128,120	100,265	8,637	19,218
25	Total functional expenses. Add lines 1 through 24e	8,587,559	6,989,860	1,120,720	476,979
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			1,209,318	1	2,295,184
2	Savings and temporary cash investments .........				2
3	Pledges and grants receivable, net ......			553,009	3	35,519
4	Accounts receivable, net .............				4
5	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........			6,550,000	7	6,550,000
8	Inventories for sale or use ............			25,215	8	39,101
9	Prepaid expenses and deferred charges ......			51,438	9	23,773
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	39,477,666
b	Less: accumulated depreciation	10b	14,181,484	25,781,150	10c	25,296,182
11	Investments—publicly traded securities .			127,584,369	11	131,990,281
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........				15
16	Total assets. Add lines 1 through 15 (must equal line 33)...			161,754,499	16	166,230,040

17	Accounts payable and accrued expenses .....	1,240,220	17	1,010,482
18	Grants payable ...		18
19	Deferred revenue .........	45,206	19	57,800
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	167,187	25	160,330
26	Total liabilities. Add lines 17 through 25..	1,452,613	26	1,228,612

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	160,301,886	32	165,001,428
33	Total liabilities and net assets/fund balances ........	161,754,499	33	166,230,040