2025-11-07T12:33:36-08:00 2024-12-31 990 2024-01-01 526057064 NATIONAL TROPICAL BOTANICAL GARDEN NATI 8083327324 3530 PAPALINA ROAD KALAHEO HI 96741 Tamara A Rollins CFO 8083327324 2025-05-13 true 2024 2025-03-06 01:10:19Z JANET MAYFIELD 3530 PAPALINA RD KALAHEO HI 96741 40965413 false X WWW.NTBG.ORG X 1964 HI TO ENRICH LIFE BY PERPETUATING TROPICAL PLANTS, ECOSYSTEMS AND CULTURAL HERITAGE THROUGH DISCOVERY, SCIENTIFIC RESEARCH, CONSERVATION, AND EDUCATION. 25 25 171 444 0 0 5073047 19675335 5488688 6091474 1541270 2599535 829785 801449 12932790 29167793 37000 0 8202907 8796397 0 747127 5428840 5584146 13631747 14417543 -698957 14750250 81941242 98830821 1764119 1778468 80177123 97052353 TO ENRICH LIFE BY PERPETUATING TROPICAL PLANTS, ECOSYSTEMS AND CULTURAL HERITAGE THROUGH DISCOVERY, SCIENTIFIC RESEARCH, CONSERVATION, AND EDUCATION. false false 5754435 0 2358280 LIVING COLLECTIONS: NTBGS GARDENS & PRESERVES ARE SAFE HAVENS FOR AT-RISK SPECIES THAT OTHERWISE MIGHT DISAPPEAR FOREVER. 140 ACRES ARE FORMALLY MAINTAINED. NTBGS COLLECTIONS ENCOMPASS 127K LIVING PLANTS, REPRESENTING 3,133 SPECIES AND 3,726 DISTINCT TAXA. THE STAFF AT NTBGS HORTICULTUAL CENTER & NURSERIES GROW AND SAFEGUARD RARE & ENDANGERED PLANTS FROM HAWAII & OTHER PACIFIC ISLANDS. MANY SPECIES THAT ARE ALMOST EXTINCT IN NATURE HAVE BEEN REINTRODUCED TO THEIR HABITAT BY NTBGS BOTANISTS. NTBGS COLLECTIONS ARE STUDIED BY VISITING SCHOLARS, RESERCHERS & STUDENTS FROM AROUND THE WORLD. NTBGS GARDEN IN FLORIDA, THE KAMPONG, IS THE FORMER ESTATE OF DR. DAVID FAIRCHILD, THE FAMED BOTANICAL EXPLORER. OUR GARDEN IN MAUI, KAHANU GARDEN, IS HOME TO THE PIILANIHALE HEIAU, BELIEVED TO BE THE LARGEST ANCIENT MAN-MADE STRUCTURE IN POLYNESIA. 3124036 0 2360595 SCIENCE & CONSERVATION: THIS PROGRAM IS FOCUSED ON PROTECTING & CONSERVING TROPICAL PLANTS. OUR FIELD BOTANISTS SURVEY MANY AREAS IN HAWAII TO ASSESS THREATS TO NATIVE SPECIES & COLLECT SEEDS & CUTTINGS FOR PROPOGATION, & ARE EITHER OUTPLANTED,PRESERVED IN THE HERBARIUM OR PLACED IN SEED STORAGE. NTBGS SEED BANK CONTAINS MORE THAN 18.5 MILLION SEEDS OF MORE THAN 943 TAXA. THE BOTANICAL RESEARCH CENTER IS THE HOME FOR THE GARDENS HERBARIUM, SEED BANK & A RARE BOOK LIBRARY THAT IS TEMPERATURE & HUMIDITY CONTROLLED & HOLDS OVER 1,200 VOLUMES OF BOOKS-SOME THAT DATE BACK TO THE 1500S. THESE COLLECTIONS ARE CRUCIAL FOR OUR RESEARCH, PUBLICATIONS AND EDUCATIONAL PROGRAMS. THE GARDENS BREADFRUIT INSTITUTE MANAGES THE LARGEST & MOST DIVERSE COLLECTION OF BREADFRUIT SPECIES & VARIETIES IN THE WORLD, WITH OVER 120 VARIETIES CONSERVED IN FIELD GENE BANKS. THE INSTITUTE PROMOTES THE CONSERVATION & USE OF BREADFRUIT FOR FOOD SECURITY, AGRICULTURAL SUSTAINABILITY & ECONOMIC DEVELOPMENT. NTBG IS ALSO A COLLABORATIVE PARTNER WITH FIU IN THE DEVELOPMENT OF THE INTERNATIONAL CENTER FOR TROPICAL BOTANY IN FLORIDA. THE CENTER IS DESIGNED TO EDUCATE & BRING TOGETHER BOTANISTS FROM AROUND THE WORLD TO SHARE KNOWLEDGE. 3102820 37000 5130335 EDUCATION: NTBG BELIEVES THAT EDUCATION IS KEY FOR PRESERVATION OF TROPICAL PLANTS & ECOSYSTEMS. TOURS ARE OFFERED THROUGH ITS GARDENS TO EDUCATE THE GENERAL PUBLIC ABOUT THE NEED TO PRESERVE TROPICAL FORESTS RICH WITH NATIVE BIODIVERSITY AND TO PROTECT OUR ECOSYSTEMS & RESOURCES THAT WE RELY ON FOR OUR OWN WELL-BEING. IN 2024, OUR BOTANICAL GARDENS HAD 110,379 VISITORS FROM AROUND THE WORLD. OTHER EDUCATIONAL ACTIVITIES INCLUDE FORMAL AND INFORMAL LECTURES, BOTANICAL ILLUSTRATOR COURSES, INTERNSHIPS & WORKSHOPS FOR COLLEGE PROFESSORS, HIGH SCHOOL TEACHERS & ENVIRONMENTAL JOURNALISTS. SCIENCE STAFF REGULARLY PROVIDE ARTICLES IN SCIENTIFIC PUBLICATIONS. THE SCIENCE STAFF HAVE COLLABORATED ON & PUBLISHED SEVERAL BOOKS ON TROPICAL FLORA. THE LOY MCCANDLESS MARKS BOTANICAL LIBRARY CURRENTLY HOLDS OVER 20,000 VOLUMES, 3,000 ORIGINAL BOTANICAL ARTWORKS & PRINTS, 6,000 PHOTOGRAPHS & 16,000 COLOR SLIDES. THE LIBRARY COMPRISES ONE OF THE FINEST COLLECTIONS OF TROPICAL BOTANICAL & HORTICULTURAL REFERENCE COLLECTIONS IN THE PACIFIC BASIN. THE KAMPONG, IN COCONUT GROVE, FL IS HOME TO THE FORMER RESIDENCE OF DR. DAVID FAIRCHILD, AN AMERICAN BOTANIST WHO WAS RESPONSIBLE FOR THE INTRODUCTION OF MORE THAN 200,000 EXOTIC PLANTS & CROPS IN THE U.S. 11981291 true true false false false false true true false true true false false true true true true false false false false false false false true false false true true true false false false false false false false false true false false false false true true true false false true 93 0 true 171 true false false false false false true true false false false false false false X 25 25 false false false false false false false true true false false true true true true true true true false false HI FL X X TAMARA ROLLINS 8083327324 3530 PAPALINA RD KALAHEO HI 96741 DEVON ANGELINI TRUSTEE 1.00 X 0 0 0 GORDON L DEANE CHAIRMAN 2.00 X X 0 0 0 JAN D ELLIOTT SECRETARY 1.00 X X 0 0 0 HARRIET FRAUNFELTER TRUSTEE 1.00 X 0 0 0 ADALINE H FRELINGHUYSEN TRUSTEE 1.00 X 0 0 0 PETER C GARDNER TRUSTEE 1.00 X 0 0 0 EMERSON KNOWLES TRUSTEE 2.00 X 0 0 0 DR LINFORD L LOUGHHEED TRUSTEE 1.00 X 0 0 0 MERRILL L MAGOWAN TRUSTEE 2.00 X 0 0 0 DAVID RAE TRUSTEE 1.00 X 0 0 0 JOHN H RASHFORD PHD TRUSTEE 1.00 X 0 0 0 KATHERINE G RICHARDSON SENIOR VICE CHAIR 2.00 X X 0 0 0 CYNTHIA SALLEY TRUSTEE 1.00 X 0 0 0 PATRICIA W SHEEHAN TRUSTEE 1.00 X 0 0 0 ANITA SEIPP TRUSTEE 1.00 X 0 0 0 CATHERINE TOPHAM TRUSTEE 1.00 X 0 0 0 ROBERT D WEIST TRUSTEE 1.00 X 0 0 0 THOMAS D HEWITT PRIOR CHAIRMAN 1.00 X 0 0 0 MICHAEL N ROSENBERG DDS TRUSTEE 1.00 X 0 0 0 ANNE G EARHART VICE CHAIR 1.00 X X 0 0 0 ELIZABETH E MATTHEWS TRUSTEE 1.00 X 0 0 0 CAROL DICKINSON TRUSTEE 1.00 X 0 0 0 PHYLISS EVANS SWINDELLS TRUSTEE 1.00 X 0 0 0 SAM 'OHU GON III PHD TRUSTEE 1.00 X 0 0 0 DR CHRISTOPHER D TURNER TRUSTEE 1.00 X 0 0 0 JANET L MAYFIELD CEO & DIRECTOR 60.00 X X 173319 0 19527 TAMARA A ROLLINS CFO 60.00 X 130590 0 5484 303909 0 25011 2 false true false R HOEME CONTRUCTION LLC PO BOX 796 KOLOA HI 96756 CONSTUCTION 129803 1 506986 92780 1025281 18050288 1005538 19675335 EDUCATIONAL TOURS 110000 3979264 0 0 ALLERTON GARDEN REIMB & MGMT FEES 900099 1367310 0 0 GOVERNMENT & OTHER CONTRACTS 900099 744900 0 0 6091474 1205166 0 1205166 314545 102208 212337 212337 5160 207177 12609788 11215419 1394369 1394369 0 0 1394369 126256 92780 134964 -8708 0 -8708 775068 345029 430039 430039 OTHER INCOME 900099 167781 58994 0 108787 167781 29167793 6155628 0 3336830 37000 37000 328921 115062 128789 85070 6256184 5366540 485442 404202 183191 148924 21196 13071 1486451 1282129 109621 94701 541650 440386 66425 34839 9778 0 9778 0 156217 0 156217 0 234579 0 234579 0 624899 621256 3643 0 242209 241837 0 372 360242 254972 65348 39922 155215 49842 73703 31670 582842 553526 26044 3272 342642 229238 105890 7514 142669 112392 18466 11811 5989 858 5131 0 1310037 1308059 1978 0 442429 271356 157418 13655 HORTICULTURE & GROUNDS SUPPLIES 220112 220112 0 0 REPAIRS & MAINTENANCE 221496 202841 18634 21 TOUR FOOD, SUPPLIES, INTERPRETATION, BUS GAS 459732 459732 0 0 PROGRAMS & EVENTS 60344 53689 823 5832 12715 11540 0 1175 14417543 11981291 1689125 747127 766725 600070 4140939 5361315 1329734 1505313 151011 244700 217018 170658 389627 440702 62999916 27650684 34773829 35349232 26939369 41715066 1335000 1335000 980000 980000 10917990 11128765 81941242 98830821 1169605 1088857 270227 388017 324287 301594 1764119 1778468 X 35385430 36252014 44791693 60800339 80177123 97052353 81941242 98830821 X 14750250 2124980 X false true X true false X 0 5941401 6624988 5394513 5073047 19675335 42709284 0 0 5941401 6624988 5394513 5073047 19675335 42709284 13503847 29205437 773016 837421 1247464 1299018 1519711 5676630 0 0 1624 0 0 1624 30832 1130931 441745 156112 167783 1927403 50314941 26515036 0.58050 0.66950 X 0 0 0 Pt II Ln 10 Other Income Part II, Line 10 Description: MISCELLANEOUS 2020: 21077. 2021: 48134. 2022: 183735. 2023: 29881. 2024: 61018. Description: SPECIAL EVENTS/BOARD MTGS 2020: 22258. 2021: 0. 2022: 258010. 2023: 126231. 2024: 106765. Description: LIMITED PARTNERSHIP INC FROM K-1S 2020: -12503. 2021: -3195. 2022: 0. 2023: 0. Description: EMPLOYEE RETENTION CREDIT 2021: 1085992. 2022: 0. 2023: 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X true true X X true 24215064 12000000 3790423 1126810 211658 38667019 22289655 0 3147024 1010386 211229 24215064 24959079 1330000 -2858166 937997 203261 22289655 20919171 0 5014164 805412 168844 24959079 19347716 40476 2432938 748312 153647 20919171 0.07000 0.93000 0.00000 false false 800000 18177500 18977500 23344346 13020514 10323832 10180035 6811690 3368345 9230404 7482156 1748248 1267631 336324 931307 35349232 BOTANICAL ART COLLECTION 465220 MARKS BOTANICAL LIBRARY 8000000 BENEFICIAL INTEREST IN PERPETUITY 2663545 11128765 CHARITABLE GIFT ANNUITY 301594 301594 X 31309433 2124980 15872 242172 2383024 28926409 234579 6805 241384 29167793 14434203 15872 235367 251239 14182964 234579 234579 14417543 Pt XI, Line 2d RENTAL EXPENSES NETTED AGAINST RENTAL INCOME $102,208, FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING INCOME $134,964, PLEDGE WRITE OFF $5,000 = $242,172. Pt XII, Line 2d Rental expenses of $102,208,FUNDRAISING EXPENSES OF $128,159, PLEDGE WRITE-OFF $5,000 = $235,367. Pt II, Line 5 THE GARDEN RECEIVED THE CONTRIBUTION OF A CONSERVATION EASEMENT IN DECEMBER 2008. IT IS THE FIRST GIFT OF THIS TYPE THAT THE GARDEN HAS RECEIVED SINCE THE ORGANIZATIONS FORMATION. A FORMAL WRITTEN POLICY REGARDING ENFORCEMENT OF THE EASEMENT WAS ADOPTED BY THE GARDEN. THE CONSERVATION EASEMENT DOCUMENTATION INCLUDES UNDER SECTION 4.1 RESERVED RIGHTS (OF THE HOLDER) REGARDING MONITORING, INSPECTION, VIOLATIONS, AND ENFORCEMENT OF THE EASEMENT. Pt II, Line 9 THE GARDENS AUDITED FINANCIAL STATEMENTS FOR 2024 REFLECT THE VALUE OF THE CONSERVATION EASEMENT CONTRIBUTED TO THE GARDEN. Pt III, Line 4 FINANCIAL STATEMENTS FOOTNOTE THAT ART OBJECTS ARE CAPITALIZED AT COST, IF PURCHASED, OR AT FAIR VALUE, IF DETERMINABLE, AT THE DATE OF DONATION. THE BOTANICAL ART COLLECTION CONSISTS OF PAINTINGS, BOOKS, PRINTS, ETC. OF RARE AND ENDANGERED SPECIES. IT IS A WORLD CLASS COLLECTION OF RARE BOTANICAL VOLUMES, PRINTS, ETC. SOME DATING BACK TO THE 1500S. NTBG HAS EXPENDED CONSIDERABLE EFFORT AND FUNDS TO PROVIDE PROPER FACILITIES (TEMPERATURE AND HUMIDITY CONTROLLED) TO PROTECT THIS RARE AND EXTENSIVE COLLECTION FOR USE PRESENTLY AND IN THE FUTURE BY BOTANICAL AND OTHER SCHOLARS. Pt V, Line 4 ENDOWMENT FUNDS ARE USED TO SUPPORT PROGRAM SERVICES AND GENERAL OPERATIONS OF THE GARDEN. Pt X, Line 2 THE GARDEN DETERMINES WHETHER A TAX POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. FOR TAX POSITIONS MEETING THE MORE-LIKELY-THAN-NOT THRESHOLD, THE TAX AMOUNT RECOGINIZED IN THE FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAXING AUTHORITY. Pt XI, Line 4b GENERAL EXCISE TAX EXPENSE TO BE INCLUDED IN FUNDRAISING EXPENSES $6,805. MOONLIGHT & MUSIC 214335 92780 121555 0 350 20613 32291 3838 77873 214335 92780 121555 0 350 20613 32291 3838 77873 134965 -13410 true FLORIDA INTERNATIONAL UNIVERSITY 11200 SW 8TH ST MIAMI FL 33199 650177616 7000 SUPPORT OF HIGHSCHOOL INTERN PROGRAM HIGHSCHOOL TEACHER TRAINING 6 30000 false false false false false false false false false JANET L MAYFIELD 173319 0 0 0 0 0 5992 0 13535 0 192846 0 0 0 Pt I Line 3 THE GARDEN HAS A CEO COMPENSATION COMMITTEE THAT IS COMPRISED OF THE CHAIRMAN OF THE BOARD AND OTHER APPOINTED TRUSTEES. THE COMMITTEE MEETS ANNUALLY AND REVIEWS CEO COMPENSATION STATISTICS OF SIMILAR BOTANICAL GARDENS AND OTHER DATA TO DETERMINE THE ANNUAL SALARY AND BENEFIT PACKAGE (INITIALLY) AND ANY INCREASES TO IT (OTHER THAN ANNUAL BUDGETED COST OF LIVING INCREASE)BASED ON PERFORMANCE. 2552 FAIR MARKET VALUE 12 130746 MARKET VALUE 1 800000 MARKET VALUE SUPPLIES 150 8913 FAIR MARKET VALUE AIRLINE TICKETS 60 12000 MARKET VALUE PRIZES/SILENT AUCTION 143 50444 FAIR MARKET VALUE INVENTORY 77 883 FAIR MARKET VALUE false true false Pt VI, Line 11b THE CFO PREPARES THE TAX RETURN AND SENDS IT TO THE GARDENS CPA FIRM TO REVIEW. THE REVIEWED TAX RETURN IS THEN SENT TO THE CFO AND THE GOVERNING BOARD MEMBERS. ANY QUESTIONS, COMMENTS OR ADDITIONS ARE COMMUNICATED TO THE CFO AND ARE RESOLVED PRIOR TO FILING THE RETURN. Pt VI, Line 12c A CONFLICT OF INTEREST QUESTIONNAIRE IS REQUIRED TO BE COMPLETED BY ALL TRUSTEES, OFFICERS, AND KEY EMPLOYEES OF NTBG ON AN ANNUAL BASIS TO DETERMINE WHETHER ANY TRANSACTIONS COULD RESULT IN A CONFLICT OF INTEREST. THE COMPLETED FORMS ARE THEN SENT TO THE CORPORATE SECRETARY FOR REVIEW, AND ANY POTENTIAL CONFLICTS ARE DISCUSSED WITH THE CEO TO DETERMINE ANY NECESSARY FURTHER ACTION. IN ADDITION, IF AT ANY POINT DURING THE YEAR SHOULD THERE BE A POTENTIAL FOR A COI, TRUSTEES ARE REQUIRED TO DISCLOSE THIS TO THE CHAIRMAN OF THE BOARD OF TRUSTEES AND A REVIEW OF THE SITUATION IS CONDUCTED. Pt VI, Line 15a NTBGS BOARD OF TRUSTEES IN 2007 CREATED A COMPENSATION COMMITTEE AND APPOINTED CERTAIN TRUSTEES TO BE ITS MEMBERS, INCLUDING THE CHAIRMAN OF THE BOARD. THIS COMMITTEE IS RESPONSIBLE FOR DETERMINING A REASONABLE AND APPROPRIATE COMPENSATION PACKAGE FOR NTBGS CEO. THIS COMMITTEE, CONSISTENT WITH THE ORGS PHILOSOPHY, PRINCIPLES, MISSION, AND OPERATIONS, REVIEWS DATA REGARDING THE ANNUAL SALARY AND OTHER MONETARY BENEFITS FOR OFFICERS HOLDING SIMILAR POSITIONS AT COMPARABLE BOTANICAL GARDENS, AND THE COMMITTEE USES THIS DATA AND OTHER AVAILABLE INFORMATION (INCLUDING EVALUATION OF JOB PERFORMANCE) TO MAKE ITS DETERMINATION AS TO THE ANNUAL SALARY AND BENEFITS FOR THE CEO. THE CHAIRMAN OF THE BOARD THEN REPORTS ITS DELIBERATIONS AND DETERMINATIONS TO THE BOARD OF TRUSTEES. THE COMPENSATION COMMITTEE LAST MET IN AUGUST 0F 2024. THE OTHER KEY OFFICOR WHO RECEIVES COMPENSATION IS THE CFO/COO. THE CEO IS RESPONSIBLE FOR DETERMINING COMPENSATION FOR THIS OFFICER. Pt VI, Line 1a DURING PERIODS BETWEEN BOARD OF TRUSTEE MEETINGS, THE BOARD HAS AUTHORIZED THE EXECUTIVE COMMITTEE TO ACT ON ITS BEHALF. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE TRUSTEES (VOTING MEMBERS). Pt VI, Line 19 THE GARDEN MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. THE GARDENS FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AND ARE ALSO POSTED ON ITS WEBSITE. Pt XI ROUNDING -4 JOHN T WATERHOUSE TRUST FIRST HAWAIIAN BANK PO BOX HONOLULU HI 96811 996048710 SUPPORT NTBG HI 501(C)(3) 11D NA true CHARITABLE REMAINDER TRUST C/O JP MORGAN BANK 10 S DEARBORN CHICAGO IL 60603 366847957 CHARITABLE GIVING WI NTBG T 0.00000 CHARITABLE REMAINDER TRUST C/O JP MORGAN BANK 10 S DEARBORN CHICAGO IL 60603 366613174 CHARTABLE GIVING CA NTBG T 0.00000 CHARITABLE REMAINDER TRUST C/O UNION BANK 350 CALIFORNIA ST SAN FRANCISCO CA 94104 946768199 CHARITABLE GIVING CA T 0.00000 false false true false false false false false false false false false false false false false false false false CHARITABLE REMAINDER TRUSTS (3) C CASH RECEIVED