Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
INTERNATIONAL ASSOCIATION FOR
PLANT TAXONOMY (USA)
Number and street (or P.O. box number if mail is not delivered to street address)BOTANY DEPT MRC 166 PO BOX 370
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC200137012
A Employer identification number

52-0817253
B Telephone number (see instructions)

(202) 633-0968
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$4,020,800J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,210
2 Check right arrow.............
3 Interest on savings and temporary cash investments 21 21  
4 Dividends and interest from securities... 70,009 70,009  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 370,459
b Gross sales price for all assets on line 6a 462,330
7 Capital gain net income (from Part IV, line 2)... 370,459
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
206,966 0  
12 Total. Add lines 1 through 11........ 648,665 440,489  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 23,000 0   11,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,237 0   9,237
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,215 0   1,215
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,794 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 68,800 0   34,400
22 Printing and publications.......... 182,000 0   91,000
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,094 0   15,094
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 304,140 0   162,446
25 Contributions, gifts, grants paid....... 77,075 77,075
26 Total expenses and disbursements. Add lines 24 and 25 381,215 0   239,521
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 267,450
b Net investment income (if negative, enter -0-) 440,489
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 26,526 17,223 17,223
2 Savings and temporary cash investments......... 1,431 1,432 1,432
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 9 Click to see attachment
List of Attached Documents:
// Content
15,995 		15,995
b Investments—corporate stock (attach schedule)....... 1,353,701 Click to see attachment
List of Attached Documents:
// Content
1,639,317 		3,813,308
c Investments—corporate bonds (attach schedule)....... 217,548 Click to see attachment
List of Attached Documents:
// Content
192,698 		172,803
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
39 		Click to see attachment
List of Attached Documents:
// Content
39 		Click to see attachment
List of Attached Documents:
// Content
39
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,599,254 1,866,704 4,020,800
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,599,254 1,866,704
29 Total net assets or fund balances (see instructions)..... 1,599,254 1,866,704
30 Total liabilities and net assets/fund balances (see instructions). 1,599,254 1,866,704
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,599,254
2
Enter amount from Part I, line 27a .....................
2
267,450
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,866,704
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,866,704
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 3200 SHS NIKE   2008-06-10 2024-03-12
b 70 SHS MICROSOFT   2008-01-02 2024-06-12
c 140 SHS MCDONALD CORP   2004-09-10 2024-06-13
d 45 SHS MICROSOFT   2008-01-02 2024-07-09
e 90 SHS MICROSOFT   2008-01-02 2024-10-07
1800 SHS DODGE & COX   2012-01-24 2024-01-23
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 315,480   55,958 259,522
b 30,187   2,455 27,732
c 35,771   3,873 31,898
d 20,935   1,578 19,357
e 37,510   3,157 34,353
22,447   24,850 -2,403
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       259,522
b       27,732
c       31,898
d       19,357
e       34,353
      -2,403
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 370,459
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 6,123
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 6,123
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,123
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 840
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 7,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,840
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,717
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,717 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDC
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowHTTPS://WWW.IAPTGLOBAL.ORG/
14
The books are in care ofright arrowWARREN L WAGNER Telephone no.right arrow (202) 633-0968

Located atright arrowC/O SMITH INST MRC-166 P O BOX37012WASHINGTONDC ZIP+4right arrow200120968
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
WARREN K WAGNER BOARD CHAIR
1.00 		0 0 0
BOTANY DEPT MRC 166 PO BOX 37012
WASHINGTON,DC200137012
JUDY SKOG DIRECTOR
0.10 		0 0 0
BOTANY DEPT MRC 166 PO BOX 37012
WASHINGTON,DC200137012
DAVID BALLANTINE DIRECTOR
0.10 		0 0 0
BOTANY DEPT MRC 166 PO BOX 37012
WASHINGTON,DC200137012
JOHN WIERSEMA DIRECTOR
0.10 		0 0 0
BOTANY DEPT MRC 166 PO BOX 37012
WASHINGTON,DC200137012
SARAH EICHHORN DIRECTOR
10.00 		23,000 0 0
BOTANY DEPT MRC 166 PO BOX 37012
WASHINGTON,DC200137012
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 MEMBERSHIP - PROVIDING AFFILIATION AND INFORMATION TO BOTANISTS. SPONSORING SPEAKERS AND ATTENDANCE AT BOTANICAL CONFERENCES, AND MEETINGS. 10,468
2 PUBLICATIONS - IAPT PUBLISHES TAXON, A LEADING JOURNAL IN THE FIELD, THE REGNUM VEGETABILE BOOK SERIES, AND THE INTERNATIONAL CODE OF NOMENCLATURE FOR ALGAE, FUNGI, AND PLANTS. 182,000
3 GRANTS - IAPT FUNDS COMPETITIVE GRANTS IN PLANT SYSTEMATICS, WITH EMPHASIS ON SUPPORTING RESEARCH BY STUDENTS AND YOUNG INVESTIGATORS IN DEVELOPING COUNTRIES, BUT IS OPEN TO APPLICANTS WORLD-WIDE. 77,075
4 EVENTS - AS ONE OF THE MOST ACTIVE MEMBERS OF THE INTERNATIONAL ASSOCIATION OF BOTANICAL AND MYCOLOGICAL SOCIETIES (IABMS), IAPT PLAYS AN ESSENTIAL ROLE IN THE ORGANIZATION OF INTERNATIONAL BOTANICAL CONGRESSES, HELD EVERY SIX YEARS. THE BOTANICAL CONGRESSES, ALONG WITH THE INTERNATIONAL MYCOLOGICAL CONGRESS HELD EVERY FOUR YEARS, ARE THE LARGEST AND MOST SIGNIFICANT INTERNATIONAL MEETINGS FOR THEIR RESPECTIVE COMMUNITIES. THE IAPT FACILITATES AND SUPPORTS A NOMENCLATURE SECTION MEETING AT EACH CONGRESS, WHERE AMENDMENTS TO THE INTERNATIONAL CODE OF NOMENCLATURE ARE CONSIDERED AND VOTED ON. 30,823
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,915,704
b
Average of monthly cash balances.......................
1b
23,306
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,939,010
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
3,939,010
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
59,085
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,879,925
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
193,996
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
193,996
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
6,123
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,123
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
187,873
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
187,873
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
187,873
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
239,521
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
239,521
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 187,873
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 151,615
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 239,521
a Applied to 2023, but not more than line 2a 151,615
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		Click to see attachment
List of Attached Documents:
// Content
0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 87,906
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		99,967
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEFFI ICKERT-BOND
UNIV OF ALASKA FAIRBANKS 907 YUKON
DRIVE
FAIRBANKS,AK997756960
(907) 474-6277
OFFICE@IAPT-TAXON.ORG
bThe form in which applications should be submitted and information and materials they should include:
ALL REQUIREMENTS CAN BE FOUND AT HTTPS://WWW.IAPTGLOBAL.ORG/SCG-APPLY
cAny submission deadlines:
CURRENT ROUND - 11/30/2025.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ALL REQUIREMENTS CAN BE FOUND AT HTTPS://WWW.IAPTGLOBAL.ORG/SCG-APPLY
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
WARREN WAGNER
BOTANY DEPT MRC 166 PO BOX 37012
WASHINGTON,DC200137012
(202) 633-0968
OFFICE@IAPT-TAXON.ORG
bThe form in which applications should be submitted and information and materials they should include:
ALL REQUIREMENTS CAN BE FOUND AT HTTPS://WWW.IAPTGLOBAL.ORG/RESEARCH-GRANT-CONDITIONS
cAny submission deadlines:
CURRENT ROUND - 2/28/2026.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ALL REQUIREMENTS CAN BE FOUND AT HTTPS://WWW.IAPTGLOBAL.ORG/RESEARCH-GRANT-CONDITIONS
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
ADRIANE BUENO TOBIAS


BOTANY DEPT MRC 166 PO BOX 37012
WASHINGTON,DC200137012 		  I TRAVEL GRANT 1,000
AMELIA CARLOS TULER


FEDERAL UNIVERSITY OF RORAIMA
CAMPUS PARCARANA
BOA VISTA,RR2413
BR 		  I PROCESSING, DIGITALIZATION, AND SCIENTIFIC DISSEMINATION OF HERBARIUM (UFRR): A COLLECTION IN THE NORTH OF THE BRAZILIAN AMAZON 2,000
ALLYSON SILVA DA MATTA BARBOSA


RIO DE JANEIRO BOTANICAL GARDEN
RESEARCH INSTITUTE
RIO DE JANEIRO,RJ22460-030
BR 		  I EXPLORING AN AMAZONIAN MOUNTAIN FERNS AND LYCOPHYTES FLORA: DIVERSITY AND ETHNOBOTANICAL CONNECTIONS 2,000
ANDREA KARLA ALMEIDA DOS SANTOS


PLINAR EM SAUDE CAMPUS ANISIO
TEIXEIRA UNIVERSIDADE FEDERAL DA BA
VITORIA DA CONQUISTA,BAHIA45029094
BR 		  I DIGITALIZATION, EXPANSION OF THE COLLECTION AND IMPROVEMENT OF THE INFRASTRUCTURE OF THE MONGOYS HERBARIUM - IMS/CAT/UFBA 2,000
ANTONIO RAYOS


UNIVERSITY OF SYDNEY
DARLINGTON   NSW 2008
AS 		  I A 21ST CENTURY SOLUTION TO A 19TH CENTURY PROBLEM: UPDATING THE CIRCUMSCRIPTION OF THE LIVERWORT GENUS TELARANEA SPRUCE EX SCHIFFN. BASED ON MOLECULAR PHYLOGENY 1,670
ARTHUR MACEDO ROCHA


BOTANIC GARDEN OF THE UNIVERSITY OF
COIMBRA
COIMBRA   3000-456
PO 		  I SYSTEMATICS OF RHIPIDOGLOSSUM SCHLTR. (ORCHIDACEAE: VANDEAE: ANGRAECINAE) 1,950
ARTHUR MACEDO ROCHA


BOTANIC GARDEN OF THE UNIVERSITY OF
COIMBRA
COIMBRA   3000-456
PO 		  I TRAVEL GRANT 1,000
ASHUTOSH SHARMA


THE UNIVERSITY OF TRANS-DISCIPLINAR
HEALTH SCIENCES AND TECHNOLOGY
BENGALURU,KARNATAKA560064
IN 		  I UNVEILING THE ENIGMATIC WORLD OF IMPATIENS OF WESTERN HIMALAYAS: EXPLORING DIVERSITY, ENDEMISM AND PHYLOGENY 2,000
AUGUSTO GIARETTA DE OLIVEIRA


FACULTY OF BIOLOGICAL AND ENVIRONME
TAL SCIENCES FEDERAL UNIVERSITY OF
DOURADOS,MSKM 12
BR 		  I BACKLOG PROCESSING AND DIGITALIZATION OF THE MAIN COLLECTION OF THE HERBARIUM DDMS, CENTRAL-WEST BRAZIL 2,000
BRYAN ESPINOZA-PRIETO


MUSEO DE HISTORIA NATURAL UNIVERSID
D NACIONAL MAYOR DE SAN MARCOS
ST LOUIS,MO63110 		  I FRULLANIA, A COMMON BUT COMPLEX LIVERWORT GENUS IN THE TROPICAL ANDES. 2,000
CARLOS LEOPARDI


UNIVERSIDAD DE COLIMA FACULTAD DE
CIENCIAS BIOLOGICAS Y AGROPECUARIAS
TECOMAN,COLIMA28100
MX 		  I DIGITIZATION OF SPECIMENS HOUSED IN THE HERBARIUM OF THE UNIVERSITY OF COLIMA 2,000
DIEGO EMILIO DAVILA NAVARRO


BOTANY DEPT MRC 166 PO BOX 37012
WASHINGTON,DC200137012 		  I TRAVEL GRANT 1,000
FITIAVANA RASAMINIRINA


UNIVERSITY OF ANTANANARIVO
ANTANANARIVO   BP 566
MA 		  I TAXONOMIC REVISION OF THE GENUS BULBOSTYLIS IN MADAGASCAR AND CONSERVATION STATUS OF ITS SPECIES 2,000
FUNDACION MAS ARTE MAS ACCION


CALLE 29 15 52
BOGOTA   111311
CO 		  I TO PRODUCE INTERVIEWS WITH SCIENTISTS FOR THE IAPT WEBSITE RELATED TO THE AROUND THE TREE PROJECT 10,000
GABRIELLY GUABIRABA RIBEIRO DELAMAR


RIO DE JANEIRO BOTANICAL GARDEN
RESEARCH INSTITUTE
RIO DE JANEIRO,RJ22460-030
BR 		  I UNTANGLING THE TAXONOMY, MOLECULAR PHYLOGENY AND HISTORICAL BIOGEOGRAPHY OF AMAZONIAN ORMOSIA (LEGUMINOSAE, PAPILIONOIDEAE) 2,000
GERMAN CARNEVALI


CENTRO DE INVESTIGACION CIENTIFICA
DE YUCATAN
MERIDA,YUCATAN97200
MX 		  I DIGITAL ROOTS: CONNECTING SCIENCE AND SOCIETY THROUGH THE YUCATN PENINSULA'S DIGITAL FLORA 1,910
ILYOR MUSTAFAEV


TASHKENT MYCOLOGICAL HERBARIUM
MYCOLOGY INSTITUTE OF BOTANY ACADEM
TASHKENT   100125
UZ 		  I DIGITALIZATION AND STORAGE OF MATERIALS IN THE TASM HERBARIUM (UZBEKISTAN) 2,000
JAY EDNEIL OLIVAR


BOTANY DEPT MRC 166 PO BOX 37012
WASHINGTON,DC200137012 		  I TRAVEL GRANT 1,000
JULIA V GERASIMOVA


BOTANY DEPT MRC 166 PO BOX 37012
WASHINGTON,DC200137012 		  I TRAVEL GRANT 1,000
LARA SERPA JAEGGE DECCACHE


UNIVERSIDADE DE BRASILIA
BRASILIA   70867-405
BR 		  I SYSTEMATICS, EVOLUTION, AND BIOGEOGRAPHY OF OURATEA AUBL. (OCHNOIDEAE OCHNACEAE) 2,000
LAZARO HENRIQUE SOARES DE MORAES CO


UNIVERSIDADE ESTADUAL DE FEIRA DE
SANTANA
FEIRA DE SANTANA,BAHIA44036-900
BR 		  I INTEGRATED STUDIES IN PSIDIUM SECT. MITRANTHES (O.BERG) TULER & PROENCA (MYRTACEAE): TAXONOMIC REVISION, PHYLOGENY, BIOGEOGRAPHY AND FIRST CHROMOSOME COUNTS 2,000
LUIS ALBERTO TORRES MONTENEGRO


URBANIZACION RIOMAR MZNA D LOTE NO
26
BELEN,MAYNAS, LORETO16006
PE 		  I PROCESSING OF SAMPLES FROM PERMANENT PLOTS OF THE NORTHERN AMAZON OF PERU 2,000
MARIA MAGDALENA AYALA HERNANDEZ


HERBARIO FEZA FACULTAD DE ESTUDIOS
SUPERIORES ZARAGOZA UNIVERSIDAD NAC
MEXICO CITY   09230
MX 		  I PROJECTION AND CONSERVATION OF THE FEZA HERBARIUM COLLECTIONS 2,000
MARIELA ANALIA SADER


BOTANY DEPT MRC 166 PO BOX 37012
WASHINGTON,DC200137012 		  I TRAVEL GRANT 1,000
MARK ARCEBAL K NAIVE


XISHUANGBANNA TROPICAL BOTANICAL
GARDEN CHINESE ACADEMY OF SCIENCES
MENGLUN,YUNNAN666303
CH 		  I SYSTEMATICS AND BIOGEOGRAPHY OF BEGONIA IN THE PHILIPPINES WITH EMPHASIS ON SECTION PETERMANNIA ON THE ISLAND OF MINDANAO 2,000
MELISSA H PECUNDO


COLLEGE OF LIFE SCIENCES AND
OCEANOGRAPHY SHENZHEN UNIVERSITY
SHENZHEN,GUANGDONG518060
CH 		  I INVESTIGATING THE TAXONOMIC DIVERSITY OF CYANOBACTERIA ASSOCIATED WITH CHINESE ENDEMIC CYCAS DEBAOENSIS AND THEIR POTENTIAL IMPLICATION ON CHINESE CYCAD CONSERVATION PRACTICES 2,000
MILTON GROPPO JR


UNIVERSITY OF SAO PAULO AVENIDA
BANDEIRANTES 3900
RIBEIRAO PRETO,SPCEP 14051-901
BR 		  I CATALOGING, DIGITALIZATION, AND OBTAINING IMAGES FROM THE COLLECTION OF THE HERBARIUM OF THE DEPARTMENT OF BIOLOGY, FFCLRP-USP (HERBARIUM SPFR) 2,000
OSCAR MAURICIO LOPEZ FLORIANO


UNIVERSIDAD DE LA AMAZONIA
FLORENCIA,CAQUETA180001
CO 		  I TAXONOMIC REVISION OF THE GENUS UROSPATHA SCHOTT (ARACEAELASIOIDEAE) FOR COLOMBIA. 2,000
PAUL HENRY GONZALES ARCE


BOTANY DEPT MRC 166 PO BOX 37012
WASHINGTON,DC200137012 		  I TRAVEL GRANT 1,000
RAEES KHAN


BOTANY DEPT MRC 166 PO BOX 37012
WASHINGTON,DC200137012 		  I TRAVEL GRANT 1,000
REBECCA HILGENHOF


BOTANY DEPT MRC 166 PO BOX 37012
WASHINGTON,DC200137012 		  I TRAVEL GRANT 1,000
RENERIO P GENTALLAN JR


BOTANY DEPT MRC 166 PO BOX 37012
WASHINGTON,DC200137012 		  I TRAVEL GRANT 1,000
RESMI S


BOTANY DEPT MRC 166 PO BOX 37012
WASHINGTON,DC200137012 		  I TRAVEL GRANT 1,000
RINCHEN YANGZOM


UNIVERSITY OF NEW ENGLAND
BOTUCATU,SP18618-689
AS 		  I TAXONOMIC REVISION OF ENDEMIC PEDICULARIS L. (OROBANCHACEAE) AND THEIR CLOSELY RELATED TAXA FROM NEIGHBORING COUNTRIES 1,992
RITU YADAV


BOTANY DEPT MRC 166 PO BOX 37012
WASHINGTON,DC200137012 		  I TRAVEL GRANT 1,000
RODRIGO NICOLAO


BOTANY DEPT MRC 166 PO BOX 37012
WASHINGTON,DC200137012 		  I TRAVEL GRANT 1,000
ROLAND PUTRA PRIBADI AHMAD


HERBARIUM CELEBENSE TADULAKO
UNIVERSITY KAMPUS BUMI TADULAKO
TONDO,PALU, CENTRAL SUL94118
ID 		  I DEVELOPMENT OF HERBARIUM CELEBENSE (CEB) TO DIGITIZE SPECIMENS 1,903
SADDAM SAQIB


BOTANY DEPT MRC 166 PO BOX 37012
WASHINGTON,DC200137012 		  I TRAVEL GRANT 1,000
SAKET SHROTRI


BOTANY DEPT MRC 166 PO BOX 37012
WASHINGTON,DC200137012 		  I TRAVEL GRANT 1,000
SARATH P


BOTANY DEPT MRC 166 PO BOX 37012
WASHINGTON,DC200137012 		  I TRAVEL GRANT 1,000
SONIA MOLINO


UNIVERSIDAD AUTONOMA DE MADRID
MADRID   28048
SP 		  I DIVERSITY AND DISTRIBUTION OF THE FERN GENUS PARABLECHNUM IN ECUADOR 1,650
SUSY JUANITA CASTILLO RAMON


MUSEO DE HISTORIA NATURAL UNIVERSID
D NACIONAL MAYOR DE SAN MARCOS
LIMA CITY   15072
PE 		  I UPDATING THE TAXONOMY, PHYLOGENY AND BIOGEOGRAPHY OF GENTIANELLA FROM PERU 2,000
THAABIET PARKER


BOTANY DEPT MRC 166 PO BOX 37012
WASHINGTON,DC200137012 		  I TRAVEL GRANT 1,000
THIAGO COBRA E MONTEIRO


BOTANY DEPT MRC 166 PO BOX 37012
WASHINGTON,DC200137012 		  I TRAVEL GRANT 1,000
Total .................................right arrow 3a 77,075
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
aMEMBERSHIP FEES         56,318
bPUBLICATIONS         150,648
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 21  
4 Dividends and interest from securities ....     14 70,009  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 370,459  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 440,489 206,966
13Total. Add line 12, columns (b), (d), and (e)..................
13
647,455
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
1A MEMBERSHIP PROVIDES OPPORTUNITIES TO SHARE INFORMATION AND COOPERATE IN THE PERFORMANCE, ANALYSIS AND DISSEMINATION OF RESEARCH IN THE FIELD OF TAXONOMY.
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
INTERNATIONAL ASSOCIATION FOR
 
PLANT TAXONOMY (USA)
EIN:
52-0817253
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 9,237 0   9,237

TY 2024 AppliedToPriorYearElection
Name:
INTERNATIONAL ASSOCIATION FOR
 
PLANT TAXONOMY (USA)
EIN:
52-0817253
Election:
THE FOUNDATION ELECTS TO APPLY ALL OR PART OF THE REMAINING QUALIFYING DISTRIBUTIONS TO ANY UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2021 UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2).

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
INTERNATIONAL ASSOCIATION FOR
 
PLANT TAXONOMY (USA)
EIN:
52-0817253
Statement:
THE DISTRICT OF COLUMBIA NO LONGER REQUIRES A COPY TO BE FILED.

TY 2024 InvestmentsCorpBondsSchedule
Name:
INTERNATIONAL ASSOCIATION FOR
 
PLANT TAXONOMY (USA)
EIN:
52-0817253
Name of Bond End of Year Book Value End of Year Fair Market Value
13958.266 SHARES DODGE & COX INCOME 192,698 172,803

TY 2024 InvestmentsCorpStockSchedule
Name:
INTERNATIONAL ASSOCIATION FOR
 
PLANT TAXONOMY (USA)
EIN:
52-0817253
Name of Stock End of Year Book Value End of Year Fair Market Value
1,450 SHARES JOHNSON & JOHNSON 42,058 209,699
1,930 SHARES MERCK 90,514 191,996
1,115 SHARES PROCTER AND GAMBLE 139,604 186,930
200 SHARES UNITED HEALTH GROUP 103,889 101,172
2,770 SHARES MICROSOFT 94,979 1,167,555
3,000 SHARES COCA-COLA 85,255 186,780
335 SHARES COSTCO 110,552 306,950
460 SHARES BERKSHIRE HATHAWAY 131,378 208,509
560 SHARES AMGEN 113,683 145,958
635 SHARES APPLE 99,443 159,017
1790 SHARES ALPHABET INC. 248,156 340,888
760 SHARES MCDONALD'S 21,026 220,316
250 SHARES ILLINOIS TOOL WORKS 59,387 63,390
600 SHARES CHUBB 154,263 165,780
2800 SHARES BRISTOL-MYERS SQUIBB 145,130 158,368

TY 2024 InvestmentsGovtObligationsSch
Name:
INTERNATIONAL ASSOCIATION FOR
 
PLANT TAXONOMY (USA)
EIN:
52-0817253
US Government Securities - End of Year Book Value:

15,995
US Government Securities - End of Year Fair Market Value:

15,995
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 OtherAssetsSchedule
Name:
INTERNATIONAL ASSOCIATION FOR
 
PLANT TAXONOMY (USA)
EIN:
52-0817253
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INTANGIBLE ASSETS - EUROS 39 39 39


TY 2024 OtherExpensesSchedule
Name:
INTERNATIONAL ASSOCIATION FOR
 
PLANT TAXONOMY (USA)
EIN:
52-0817253
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE FEES 751 0   751
OFFICE SUPPLIES 298 0   298
CREDIT CARD FEES 9,531 0   9,531
BANK FEES 561 0   561
OFFICE POSTAGE 264 0   264
MISCELLANEOUS 1,889 0   1,889
STIPENDS - NOMENCLATURE EDIT ASSISTANTS 1,800 0   1,800


TY 2024 OtherIncomeSchedule2
Name:
INTERNATIONAL ASSOCIATION FOR
 
PLANT TAXONOMY (USA)
EIN:
52-0817253
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MEMBERSHIP FEES 56,318   56,318
PUBLICATIONS 150,648   150,648


TY 2024 OtherProfessionalFeesSchedule
Name:
INTERNATIONAL ASSOCIATION FOR
 
PLANT TAXONOMY (USA)
EIN:
52-0817253
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MEMBERSHIP CONSULTANT 1,215 0   1,215


TY 2024 TaxesSchedule
Name:
INTERNATIONAL ASSOCIATION FOR
 
PLANT TAXONOMY (USA)
EIN:
52-0817253
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES 4,794 0   0