2023-11-15T13:17:52-06:00 2022-12-31 475324570 INSERO & CO CPAS LLP 20 THORNWOOD DRIVE ITHACA NY 14850 990 2022-01-01 131739923 BOYCE THOMPSON INSTITUTE FOR PLANT RESEARCH INC BOYC 6072541225 533 TOWER ROAD ITHACA NY 14853 RYAN HILDRETH TREASURER 6072557921 2023-11-15 1 RYAN HILDRETH XXX-XX-XXXX 0 DUANE SHOEN P00503316 6072724444 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RYAN HILDRETH 533 TOWER ROAD ITHACA NY 14853 72064436 0 X WWW.BTISCIENCE.ORG X 1924 NY THE BOYCE THOMPSON INSTITUTE FOR PLANT RESEARCH, INC. (BTI) STRIVES TO BE A WORLD LEADER IN PLANT SCIENCE RESEARCH. BTI WAS FOUNDED BY WILLIAM BOYCE THOMPSON OUT OF A CONVICTION THAT "ANY PRINCIPLES CONCERNING THE NATURE OF LIFE THAT YOU CAN ESTABLISH FOR PLANTS WILL HELP YOU UNDERSTAND MAN, IN HEALTH AND DISEASE." HE ALSO SAW PLANT SCIENCE AS A MEANS OF ENDING HUNGER, THUS ULTIMATELY PROMOTING DEMOCRACY AND POLITICAL STABILITY. BTI ENVISIONS A WORLD IN WHICH NUTRITIOUS FOOD IS IN ABUNDANCE, THE ENVIRONMENT IS SECURE, AND PEOPLE LIVE FULLER, HEALTHIER LIVES. THIS VISION CAN BE REALIZED IN PART THROUGH THE STUDY OF PLANTS FOR THE BENEFIT OF PEOPLE AND THE ENVIRONMENT, CONCENTRATING PARTICULARLY ON PLANT DEVELOPMENT, MOLECULAR INTERACTIONS BETWEEN PLANTS AND MICROBES, AND MOLECULAR AND CHEMICAL ECOLOGY. 20 19 186 26 6280 5240 12030555 16481079 0 0 3575089 -3615658 1102344 556799 16707988 13422220 2383441 3343711 0 0 11158066 11396727 0 0 452737 4749236 7183669 18290743 21924107 -1582755 -8501887 101082296 85345949 13270008 11410921 87812288 73935028 X TO ADVANCE AND COMMUNICATE SCIENTIFIC DISCOVERY IN PLANT BIOLOGY TO IMPROVE AGRICULTURE, PROTECT THE ENVIRONMENT AND ENHANCE HUMAN HEALTH. 0 0 8634302 438525 IMPROVE AGRICULTURE/SUSTAINABLE FOOD PRODUCTION: BTI SCIENTISTS ADVANCE, COMMUNICATE, AND APPLY PLANT RESEARCH TOWARDS PRODUCING AN INCREASINGLY SUSTAINABLE FOOD SUPPLY. FOOD SECURITY ANALYSIS BY THE UNITED NATIONS HAS CITED CLIMATE CHANGE, NATURAL DISASTER, RAPID URBANIZATION AND UNPRECENDENTED POPULATION GROWTH AS GREAT CHALLENGES TO THE SUSTAINABLE FUTURE OF THE WORLD FOOD SUPPLY. AT BTI, SCIENTISTS ARE INVESTIGATING, AT THE MOLECULAR LEVEL, HOW PLANTS GROW, RESPOND TO LIGHT, AND MAKE USE ON A SCALE THAT CAN MEET DEMAND. CURRENT RESEARCH IS FOCUSED ON IMPROVING THE NUTRITIVE QUALITY OF FOOD, INCREASING YIELD AND FURTHERING THE SUSTAINABILITY OF AGRONOMICALLY VIABLE PLANT SPECIES. SPECIFIC RESEARCH FOCUSES ON LONGER SHELFLIFE, CROPS THAT PRODUCE HIGHER YIELD WITH LESS INPUTS, REDUCED NEED FOR CHEMICAL FERTILIZATION, AND PLANTS WITH HIGHER TOLERANCE FOR ENVIRONMENTAL STRESSORS SUCH AS DROUGH, SALINITY, HEAT AND COLD. 1865428 617867 RESEARCH TOOLS & COMMUNICATIONS: BTI SCIENTISTS ADVANCE, COMMUNICATE, AND APPLY PLANT RESEARCH TOWARDS THE ADVANCEMENT OF SCIENTIFIC KNOWLEDGE. VIRTUALLY EVERY DAY, SCIENTISTS DISCOVER AND RECORD A STAGGERING AMOUNT OF NEW INFORMATION ABOUT THE GENES, PROTEINS AND CHEMICALS THAT DIRECT THE DEVELOPMENT OF CELLS. BTI RESEARCHERS ALSO ARE CONTINUALLY DEVELOPING NEW TECHNIQUES FOR LABORATORY RESEARCH. BTI SCIENTISTS ARE DEVELOPING INNOVATIVE SOFTWARE AND DATABASES, ENABLING RESEARCHERS TO BETTER ORGANIZE, ACCESS AND RETRIEVE A WEALTH OF DATA, ISOLATE AND IDENTIFY SPECIFIC GENES CONTROLLING THE SPECIFIC LIFE PROCESSES AND IDENTIFY MOLECULES WITH POTENTIAL EVOLUTIONARY, BIOLOGICAL AND MEDICAL IMPORTANCES. BTI SCIENTISTS ALSO DEVELOP NEW RESEARCH PROTOCOLS FOR TRANSFORMING PLANTS WITH GENES OF INTEREST TO DISCOVER THEIR FUNCTIONS. 1955121 35144 IMPROVED HUMAN HEALTH: INSTITUTE SCIENTISTS ADVANCE, COMMUNICATE, AND APPLY PLANT SCIENCE AND RELATED RESEARCH TOWARDS IMPROVED HUMAN HEALTH. CURRENT RESEARCH AT BTI MAY LEAD TO AN INCREASE IN OUR UNDERSTANDING OF HUMAN DISEASES SUCH AS DIABETES, ALZHEIMER'S DISEASE AND AGING-RELATED DISEASES. BTI RESEARCHERS DEVELOP CELL LINES IN PLANTS AND INSECTS THAT CAN BE USED TO MANUFACTURE THERAPEUTICS, DIAGNOSTICS, AND VACCINES. INSTITUTE RESEARCH ALSO MAY LEAD TO MORE NUTRITIOUS FOODS TO COMBAT VITAMIN DEFICIENCIES AND LESS PESTICIDE USE TO REDUCE HUMAN EXPOSURE TO HARMFUL CHEMICALS. BTI SCIENTISTS ALSO STUDY HOW PLANTS PRODUCE PHARMACEUTICALLY ACTIVE COMPOUNDS AND MAY LEAD TO NEW SOURCES OF NATURAL WAYS TO COMBAT CONDITIONS LIKE HEART DISEASE. 5556219 2252175 304606 OTHER PROGRAM SERVICES 5556219 2252175 304606 18011070 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 89 0 186 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 20 19 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X RYAN HILDRETH 6072541225 533 TOWER ROAD ITHACA NY 14853 DAVID STERN PRESIDENT 40.00 X X 445648 0 69371 GREGORY GALVIN CHAIR 1.00 X X 0 0 0 ROBERTO CANIZARES DIRECTOR 1.00 X 0 0 0 LOURDES CASANOVA DIRECTOR 1.00 X 0 0 0 PAUL CHOMET VICE CHAIR 1.00 X X 0 0 0 PETER CORNELIUS DIRECTOR 1.00 X 0 0 0 MARY LOU GUERINOT DIRECTOR 1.00 X 0 0 0 JACQUELINE HEARD DIRECTOR (PART YEAR) 1.00 X 0 0 0 SUSAN MCCOUCH DIRECTOR (PART YEAR) 1.00 X 0 0 0 JAN NYROP DIRECTOR (PART YEAR) 1.00 X 0 0 0 MELINDA OAKES DIRECTOR 1.00 X 0 0 0 MARY OPPERMAN DIRECTOR (PART YEAR) 1.00 X 0 0 0 NANCY RAWSON DIRECTOR (PART YEAR) 1.00 X 0 0 0 OLIVER SCHULZE DIRECTOR 1.00 X 0 0 0 JANE SILVERTHORNE DIRECTOR (PART YEAR) 1.00 X 0 0 0 CHRIS SMART DIRECTOR (PART YEAR) 1.00 X 0 0 0 CHARLES TRAUTMANN DIRECTOR 1.00 X 0 0 0 BENJAMIN HOULTON DIRECTOR 1.00 X 0 0 0 IAN GAZARD DIRECTOR 1.00 X 0 0 0 STACY KIMMEL DIRECTOR 1.00 X 0 0 0 BRIDGET KRIEGER DIRECTOR 1.00 X 0 0 0 ERIC LYONS DIRECTOR 1.00 X 0 0 0 KATHERINE MCCOMAS DIRECTOR 1.00 X 0 0 0 MARK NELSON DIRECTOR 1.00 X 0 0 0 SALLY ROCKEY DIRECTOR 1.00 X 0 0 0 JOCELYN ROSE DIRECTOR 1.00 X 0 0 0 MARGARET SMITH DIRECTOR 1.00 X 0 0 0 SOPHIA DARLING VP OF FINANCE 40.00 X 250156 0 13559 MEREDITH WILLIAMS ASSISTANT SECRETARY 40.00 X 55655 0 17347 MARIA HARRISON PRIMARY INVESTIGATOR 40.00 X 232076 0 17712 ZHANGJUN FEI PRIMARY INVESTIGATOR 40.00 X 203303 0 31577 ERIC RICHARDS PRIMARY INVESTIGATOR 40.00 X 171545 0 27787 GEORG JANDER PRIMARY INVESTIGATOR 40.00 X 172610 0 32345 FRANK SCHROEDER PRIMARY INVESTIGATOR 40.00 X 177897 0 15511 1708890 0 225209 18 0 1 0 JOAN CONROW 2521 CALLE DE RINCON BONITO SANTA FE NM 87505 COMMUNICATION CONSULTING 179041 1 8370484 8110595 16481079 1799185 6280 1792905 252193 252193 53227373 58642216 -5414843 -5414843 -5414843 OTHER INCOME 900099 304606 304606 304606 13422220 304606 6280 -3369745 X 1937813 1937813 1405898 1405898 851736 257509 594227 7795222 6563028 938223 293971 824747 626594 167248 30905 1355737 1009931 297383 48423 569285 419239 130081 19965 231741 128046 101797 1898 57928 57928 350937 350937 3204009 3015130 182165 6714 46194 27439 18755 459211 392132 65737 1342 30602 30602 610110 509121 100989 83991 4294 79697 UBIT TAXES 63642 63642 OTHER SERVICES AND EXPE 747378 558993 148869 39516 SUPPLIES 738379 675424 63377 -422 EQUIPMENT AND MAINTENAN 497813 450962 46851 61734 29517 21792 10425 21924107 18011070 3460300 452737 105910 7076 8383758 4260521 2553872 3580665 32269 30579 90416 38455 13839371 11351262 2889212 2488109 60483545 45899736 24712413 27841680 1830901 1199128 101082296 85345949 1336863 2567004 5102789 3629458 635779 1495000 6194577 3719459 13270008 11410921 X 81454840 65729860 6357448 8205168 87812288 73935028 101082296 85345949 X -8501887 -6617282 1241909 X X 0 1 X 1 1 1 X 14816114 11720964 10494245 12030555 16481079 65542957 14816114 11720964 10494245 12030555 16481079 65542957 4207672 61335285 2138499 1631008 1272842 1141778 2045098 8229225 13784 64971 142271 6280 227306 3109 554811 316072 821294 304606 1999892 75999380 0.80700 0.86180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5926773 602030 111821 6416982 5158754 879840 111821 5926773 4729136 541439 111821 5158754 4089642 751315 111821 4729136 4599968 -396570 113756 4089642 0.00000 0.47097 0.52903 0 0 5166799 4878622 288177 7297718 6472640 825078 1374854 1374854 2488109 PRIVATE CAPITAL 13422053 C HEDGE FUNDS 14419627 C 27841680 DEFERRED COMPENSATION AND SEVERANCE PAYABLE 335063 ACCRUED POSTRETIREMENT BENEFIT OBLIGATION 2834259 FINANCE LEASE OBLIGATIONS 550137 3719459 8082736 -6617282 1628735 -4988547 13071283 350937 350937 13422220 23201905 1628735 1628735 21573170 350937 350937 21924107 PART V LINE 4: THE LONG-TERM OBJECTIVE OF THE ENDOWMENT FUNDS IS TO MAINTAIN PURCHASING POWER OF THE ENDOWMENT WITH THE GOAL OF PROVIDING A REASONABLE, PREDICTABLE, STABLE AND SUSTAINABLE LEVEL OF INCOME TO SUPPORT OPERATIONS. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 9909359 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 INVESTMENTS 2142956 SOUTH ASIA 0 0 COLLABORATIVE RESEARCH 631418 SUB-SAHARAN AFRICA 0 0 COLLABORATIVE RESEARCH 774480 0 0 0 0 0 0 13458213 0 13458213 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 CORNELL UNIVERSITY PO BOX 22 ITHACA NY 14851 150532082 501(C)(3) 446306 0 COLLABORATIVE RESEARCH CENTENARY COLLEGE OF LOUISIANA 911 CENTENARY BOULEVARD SHREVEPORT LA 71104 720408915 501(C)(3) 23206 0 COLLABORATIVE RESEARCH UNIVERSITY OF PENNSYLVANIA PO BOX 785541 PHILADELPHIA PA 19178 231352685 501(C)(3) 155906 0 COLLABORATIVE RESEARCH UNIVERSITY OF WASHINGTON SOUTH LAKE UNION SEATTLE WA 98105 916001537 501(C)(3) 24381 0 COLLABORATIVE RESEARCH CLEMSON UNIVERSITY 230 KAPPA STREET CLEMSON SC 29634 576000254 501(C)(3) 53033 0 COLLABORATIVE RESEARCH TEXAS WOMEN'S UNIVERSITY ACT 7TH FLOOR 304 ADMINISTRATION DRIVE DENTON TX 76204 756002618 501(C)(3) 77515 0 COLLABORATIVE RESEARCH UNIVERSITY OF ARIZONA PO BOX 210158 RM 510 TUCSON AZ 857210158 722652689 501(C)(3) 59026 0 COLLABORATIVE RESEARCH UNIVERSITY OF NORTH TEXAS 1155 UNION CIRCLE 311334 DENTON TX 76203 756002149 501(C)(3) 221981 0 COLLABORATIVE RESEARCH OKLAHOMA STATE UNIVERSITY 3210 SAM NOBLE PARKWAY ARDMORE OK 73401 731383996 501(C)(3) 230418 0 COLLABORATIVE RESEARCH UNIVERSITY OF GEORGIA 310 EAST CAMPUS ROD TUCKER HALL ATHENS GA 30602 586001998 501(C)(3) 23506 0 COLLABORATIVE RESEARCH CENTER FOR SCIENCE IN THE PUBLIC INTEREST 1220 L STREET NW SUITE 300 WASHINGTON DC 20005 237122879 501(C)(3) 32075 0 COLLABORATIVE RESEARCH INTERNATIONAL INSTITUTE OF TROPICAL AGRICULTURE 26 DINGWELL ROAD CROYDON CROYDON UK 237185633 501(C)(3) 578359 0 COLLABORATIVE RESEARCH THE MARIE SELBY BOTANICAL GARDENS INC 1534 MOUND STREET SARASOTA FL 34236 591848965 501(C)(3) 11415 0 COLLABORATIVE RESEARCH 13 2 SCHEDULE 1, PART 1, LINE 2: THE ORGANIZATION MONITORS EACH SUB-RECIPIENT OF A GRANT, BOTH DOMESTIC AND FOREIGN, WITH A YEARLY REVIEW OF AUDIT COMPLIANCE AND BUDGETS. EACH SUB-RECIPIENT IS REQUIRED TO REPORT FINANCIAL STATEMENTS, PERFORMANCE REPORTS AND TIMELY RESOLUTION OF AUDIT FINDINGS. SUPERVISORY REVIEWS ARE PERFORMED TO DETERMINE THE ADEQUACY OF SUB-RECIPIENT MONITORING. X 1 1 0 0 0 0 0 0 0 0 0 DAVID STERN PRESIDENT 445648 0 0 0 0 0 44800 0 24571 0 515019 0 0 0 SOPHIA DARLING VP OF FINANCE 250156 0 0 0 0 0 9924 0 3635 0 263715 0 0 0 MARIA HARRISON PRIMARY INVESTIGATOR 232076 0 0 0 0 0 9089 0 8623 0 249788 0 0 0 ZHANGJUN FEI PRIMARY INVESTIGATOR 203303 0 0 0 0 0 7884 0 23693 0 234880 0 0 0 GEORG JANDER PRIMARY INVESTIGATOR 172610 0 0 0 0 0 7189 0 25156 0 204955 0 0 0 ERIC RICHARDS PRIMARY INVESTIGATOR 171545 0 0 0 0 0 6788 0 20999 0 199332 0 0 0 FRANK SCHROEDER PRIMARY INVESTIGATOR 177897 0 0 0 0 0 7130 0 8381 0 193408 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE BOYCE THOMPSON INSTITUTE, INC. IS A NYS MEMBERSHIP CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B BOARD MEMBERS WERE PROVIDED AN ELECTRONIC DRAFT OF THIS RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CERTIFICATIONS ARE PROVIDED BY DIRECTORS AND OFFICERS TO THE CORPORATE SECRETARY AND DIRECTOR OF HUMAN RESOURCES. CONFLICTS ARE DISCLOSED TO AND REVIEWED BY THE AUDIT COMMITTEE AND BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD COMPENSATION COMMITTEE ESTABLISHES THE SALARIES OF THE PRESIDENT AND THE VICE PRESIDENTS ANNUALLY. COMPARABLE SALARIES AND COST OF LIVING DATA IS PROVIDED BY THE DIRECTOR OF HUMAN RESOURCES. MEETING MINUTES, RECOMMENDATIONS AND SUPPORTING DATA ARE RETAINED BY THE CORPORATE SECRETARY. SALARY REVIEWS ARE PERFORMED ANNUALLY, IN NOVEMBER. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS 990, 990-T AND GOVERNING DOCUMENTS AVAILABLE UPON REQUEST TO THE CORPORATE SECRETARY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST TO THE CORPORATE SECRETARY. FORM 990, PART IX, LINE 11G OTHER LABOR COSTS: PROGRAM SERVICE EXPENSES 1,730,648. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,688. TOTAL EXPENSES 1,733,336. OTHER OUTSIDE SERVICES AND PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,284,482. MANAGEMENT AND GENERAL EXPENSES 182,165. FUNDRAISING EXPENSES 4,026. TOTAL EXPENSES 1,470,673. FORM 990, PART XI, LINE 9: NET PERIODIC BENEFIT COST -53,381. CHANGE IN FUNDED STATUS OF POSTRETIREMENT BENEFIT PLAN 1,295,290. FORM 990, PAGE 12, PART XII, LINE 2C THE PROCESS FOR AUDIT OVERSIGHT AND AUDITOR SELECTION HAS NOT CHANGED FROM THE PRIOR YEAR.