2025-12-04T15:36:12-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2024-07-01 237081057 MINNESOTA LANDSCAPE ARBORETUM FOUNDATION MINN 6123011271 3675 ARBORETUM DR CHASKA MN 55318 LORIN DEBONTE TREASURER, BOARD OF TRUSTEES 6123011271 2025-12-02 1 1 MICHAEL HINSCH P01875343 6123764500 2025-12-02 2024 2025-03-06 01:10:19Z X KATHY PERSIAN 3675 ARBORETUM DR CHASKA MN 55318 27813322 0 X ARBORETUM.UMN.EDU X 1971 MN TO SUPPORT CHARITABLE, PLANT-BASED SCIENTIFIC, AND EDUCATIONAL ACTIVITIES (CONT. ON PG. 40) EXCLUSIVELY FOR THE BENEFIT OF THE MINNESOTA LANDSCAPE ARBORETUM OF THE UNIVERSITY OF MINNESOTA. 34 34 0 2168 0 0 16992044 18717861 0 0 6008385 5915483 196116 199716 23196545 24833060 9329036 13011409 0 0 1538034 1468854 0 0 1425905 978981 1045015 11846051 15525278 11350494 9307782 102934643 116587228 1812910 2318043 101121733 114269185 X TO SUPPORT CHARITABLE, PLANT-BASED SCIENTIFIC, AND EDUCATIONAL ACTIVITIES EXCLUSIVELY FOR THE BENEFIT OF THE MINNESOTA LANDSCAPE ARBORETUM OF THE UNIVERSITY OF MINNESOTA 0 0 13708404 13011409 EXPENSES INCURRED ARE FOR SUPPORTING A COMMUNITY RESOURCE AS A PLACE FOR NATURE-INSPIRED DISPLAYS, PLANT AND TREE COLLECTIONS AND NATURAL AREAS; AND SUSTAINING A CULTURAL ATTRACTION AS A DESTINATION TO EXPLORE THE WONDERS OF NATURE AND THE OUTDOORS. THESE INCLUDE DEVELOPMENT AND ONGOING CARE OF PUBLIC GARDEN DISPLAYS, AND PLANT COLLECTIONS; PREVENTATIVE MAINTENANCE, REPAIR AND RENOVATION OF BUILDINGS AND GROUNDS, DEVELOPMENT OF VISITOR EXPERIENCE PROGRAMS AND NATURE-INSPIRED EXHIBITS; LIFE-LONG LEARNING AND CHILDREN'S EDUCATION PROGRAMS; COMMUNITY OUTREACH AND A NATURE-BASED THERAPY PROGRAM THAT OFFERS EDUCATION AND DEMONSTRATIONS OF THE HEALING POWER OF NATURE. IN ADDITION, THE ARBORETUM AND UNIVERSITY OF MINNESOTA ARE ENGAGED IN HORTICULTURAL SCIENCE AND COLD-HARDY PLANT RESEARCH, (CONT. ON PG. 40) PLANT CONSERVATION. THE ARBORETUM CONSISTS OF NEARLY 1,200 ACRES INCLUDING 50 DISPLAY AREAS AND SPECIALTY GARDENS, 39 COLLECTIONS, AND MORE THAN 6,600 TAXA. SPECIAL FEATURES ARE A PINE COLLECTION, AN ORNAMENTAL GRASS COLLECTION, A SPHAGNUM BOG, MAPLE BASSWOOD BIG WOODS, A TALL GRASS PRAIRIE, AND A RESTORED SEDGE MEADOW. THE ARBORETUM IS AN ACCREDITED MUSEUM THROUGH THE AMERICAN ALLIANCE OF MUSEUMS.THE ARBORETUM CONTINUED TO BE A TOP VISITOR ATTRACTION IN THE MINNEAPOLIS-ST. PAUL METRO AREA. VISITORSHIP WAS AT 652,829 IN FISCAL YEAR 2025. MEMBERSHIP SALES WERE $4.49 MILLION AND 34,101 HOUSEHOLDS AND GROUPS MEMBERSHIPS. VISITOR SHUTTLES OFFER STEP-ON, STEP-OFF ACCESS INTO THE HEART OF THE ARBORETUM. GROUNDS INCLUDE OVER 21 MILES OF PAVED AND UNPAVED WALKWAYS AND TRAILS. WINTER TRAILS FEATURE 8 MILES OF CROSS-COUNTRY SKI TRAILS AND 7.5 MILES OF SNOWSHOE TRAILS.APPROXIMATELY 65,365 STUDENTS FROM PRESCHOOL THROUGH HIGH SCHOOL ALONG WITH TEACHERS AND PARENTS, AND VISITORS OF ALL AGES PARTICIPATED IN HORTICULTURAL SCIENCE EDUCATION PROGRAMS AND EVENTS. ONLINE REMOTE LEARNING AND WEB-BASED EDUCATION PROGRAMMING FOR YOUTH AND ADULTS CONTINUE TO BE VERY POPULAR BRINGING WHAT HAS HISTORICALLY BEEN ON-SITE PROGRAMMING TO NEW AUDIENCES. MOST EDUCATION PROGRAMS ARE AVAILABLE FOR A REDUCED FEE FOR THOSE NEEDING FINANCIAL ASSISTANCE.THE ARBORETUM IS PLANNING FOR THE FUTURE WITH SEVERAL KEY INITIATIVES INCLUDING PLANNING A NEW ENTRY EXPERIENCE AND NEW BETTY'S APPLE HOUSE FACILITY. THE REDESIGNED ENTRY WILL MAKE IT EASIER THAN EVER FOR VISITORS TO ACCESS THE BALM OF NATURE ACROSS THE ARBORETUM'S 1,200 ACRES WITH SAFE STOPLIGHT ACCESS AND BEAUTIFUL NEW VIEWS. THIS PROJECT BREAKS GROUND IN 2025. THE NEW BETTY'S APPLE HOUSE WILL OFFER EXPANDED OFFERINGS WHILE PROVIDING EDUCATION ON THE UNIVERSITY'S COLD HARDY PLANT BREEDING RESEARCH. THIS PROJECT WILL ALSO BREAK GROUND IN 2025. IN ADDITION, ARBORETUM LEADERSHIP WORKED ON A NEW STRATEGIC PLAN, FOR RELEASE IN 2025, TO GUIDE OUR ORGANIZATION'S PRIORITIES, COLLABORATION AND IMPACT MEASUREMENT OVER THE NEXT FIVE YEARS.THE UNIVERSITY OF MINNESOTA'S HORTICULTURAL RESEARCH CENTER CONTINUES ITS INTERNATIONALLY RENOWNED COLD-HARDY PLANT RESEARCH AND DISCOVERY, WITH 164 INTRODUCTIONS OF COLD-HARDY FRUIT AND LANDSCAPE PLANTS BENEFITING THE SCIENTIFIC COMMUNITY, HORTICULTURAL INDUSTRY AND THE COMMUNITY AT LARGE AND WORLD TO ENJOY. 13708404 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 12 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 34 34 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 AL CA FL KY MD MA MI MN NH NJ NY OR PA SC WV X X X DEANNA FLATEGRAFF 6123011271 3675 ARBORETUM DRIVE CHASKA MN 55318 X KATHY PERSIAN PRESIDENT & REGENT TRUSTEE 2.00 X X 0 0 0 ALENE SUSSMAN VICE PRESIDENT & REGENT TRUSTEE 2.00 X X 0 0 0 PATRICK BASSETT TREASURER & REGENT TRUSTEE 2.00 X X 0 0 0 LORIN DEBONTE TREASURER & REGENT TRUSTEE 2.00 X X 0 0 0 DIANE SHELGREN SECRETARY & REGENT TRUSTEE 2.00 X X 0 0 0 JENNIFER ALLEN REGENT TRUSTEE 1.00 X 0 0 0 PROF DR NEIL ANDERSON TRUSTEE (THROUGH JUNE 2025) 1.00 X 0 0 0 PATRICK BAILEY TRUSTEE 1.00 X 0 0 0 BROOKE BROWN TRUSTEE 1.00 X 0 0 0 ELLEN BROTHERS TRUSTEE 1.00 X 0 0 0 MICHELLE BRUNN TRUSTEE 1.00 X 0 0 0 BRIAN BUHR REGENT TRUSTEE 1.00 X 0 0 0 SUNNY FENTON DAHLIN TRUSTEE 1.00 X 0 0 0 SCOTT FISHER TRUSTEE 1.00 X 0 0 0 ROBERT FRIMERMAN TRUSTEE 1.00 X 0 0 0 AMY HAPKA REGENT TRUSTEE 1.00 X 0 0 0 MEGHAN HARRIS TRUSTEE 1.00 X 0 0 0 PROF DR ADRIAN HEGEMAN REGENT & DHS TRUSTEE 1.00 X 0 0 0 HEATHER HILLE TRUSTEE 1.00 X 0 0 0 NANCY JONES TRUSTEE 1.00 X 0 0 0 ISABEL KEATING TRUSTEE (THROUGH JUNE 2025) 1.00 X 0 0 0 JERRY LEE TRUSTEE (THROUGH OCT 2024) 1.00 X 0 0 0 ZHEN ZHEN LUO TRUSTEE 1.00 X 0 0 0 CYNTHIA MACMILLAN TRUSTEE 1.00 X 0 0 0 SIMON MAY TRUSTEE 1.00 X 0 0 0 JUDY MORGAN REGENT TRUSTEE 1.00 X 0 0 0 DAVID PHELPS TRUSTEE 1.00 X 0 0 0 BERNADETTE PIACEK-LLANES TRUSTEE 1.00 X 0 0 0 MARY ELLA PRATTE TRUSTEE 1.00 X 0 0 0 CHRISTOPHER PUTNAM TRUSTEE 1.00 X 0 0 0 LINDA TANK TRUSTEE 1.00 X 0 0 0 WILLIAM UPJOHN TRUSTEE (THROUGH JUNE 2025) 1.00 X 0 0 0 NANCY VOGT AUXILIARY TRUSTEE 1.00 X 0 0 0 BARRY WARNER TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 UNIVERSITY OF MINNESOTA FOUNDATION 200 SE OAK STREET STE 500 MINNEAPOLIS MN 55455 BUSINESS & INVESTMENT SERVICES 569816 1 4068412 364954 14284495 1074691 18717861 2627129 2627129 5718752 2430398 3288354 3288354 3288354 717526 364954 548501 169025 169025 11517 1363 10154 10154 OTHER INCOME 900099 20537 20537 20537 24833060 0 0 6115199 13011409 13011409 1468854 215287 1253567 25602 25602 685019 685019 116629 104866 11763 182795 38502 144293 16282 16282 OTHER 18688 11976 6712 15525278 13708404 390969 1425905 1019985 2075124 3015795 7227613 6052 7776 86184836 94733927 12707975 12542788 102934643 116587228 71644 145836 1741266 2172207 1812910 2318043 X 10251552 7685298 90870181 106583887 101121733 114269185 102934643 116587228 9307782 3839670 0 X X 0 1 X 1 0 X 15308688 10545514 38540999 16992044 18718965 100106210 15308688 10545514 38540999 16992044 18718965 100106210 33868816 66237394 249569 321400 1348044 2308677 2626025 6853715 3610 15650 16663 18928 20537 75388 107035313 1040316 0.61880 0.60480 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 3,610. 2021 AMOUNT: $ 15,650. 2022 AMOUNT: $ 16,663. 2023 AMOUNT: $ 18,928. 2024 AMOUNT: $ 20,537. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 67664102 3974696 7860515 4151050 75348263 52955298 9274110 7822317 2387623 67664102 48786724 3261059 3087892 2180377 52955298 52577430 1123541 -2938263 1975784 48786724 36166732 3627120 14536123 1752545 52577430 0.06456 0.37432 0.56112 1 0 0 PRIVATE EQUITY 12542788 F 12542788 X 28799263 3839670 242839 4082509 24716754 116306 116306 24833060 15651811 242839 242839 15408972 116306 116306 15525278 PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS (INCLUDING BOARD-DESIGNATED UNRESTRICTED ENDOWMENT AND DONOR RESTRICTED ENDOWMENTS) CONSIST OF FUNDS ESTABLISHED TO PROVIDE FOR GARDENS, PLANT COLLECTIONS AND WALKS, BUILDING AND STRUCTURES, SCULPTURES AND ART COLLECTIONS, ANDERSEN HORTICULTURAL LIBRARY, NATIVE AND PLANT CONSERVATION AND RESEARCH, DIRECTORSHIP, EDUCATION AND LEARNING PROGRAMS. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE INCOME TAX LAWS. THE FOUNDATION IS A PUBLIC CHARITY UNDER INTERNAL REVENUE CODE SECTION 509(A)(1) AND CONTRIBUTIONS TO THE FOUNDATION QUALIFY AS A CHARITABLE TAX DEDUCTION BY THE CONTRIBUTOR. THE FOUNDATION ASSESSES ANY UNCERTAIN TAX PROVISIONS AND, IF NECESSARY, WOULD RECORD A TAX ASSET OR LIABILITY, AND THE RELATED INCOME TAX EXPENSE, FOR ANY UNCERTAIN TAX PROVISIONS. THE FOUNDATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS OR UNRELATED BUSINESS INCOME. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES (GALA, AUXILIARY) 549,864. GAMING EXPENSES COST OF CONSIGNED GOODS SOLD PER AUDIT -307,025. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES (GALA, AUXILIARY) 549,864. GAMING EXPENSES COST OF CONSIGNED GOODS SOLD PER AUDIT -307,025. GALA & TASTE AND TOAST 464504 364954 99550 62940 2700 90505 AUXILIARY 617976 617976 392356 1082480 364954 717526 62940 2700 482861 548501 169025 1 UNIVERSITY OF MINNESOTA LANDSCAPE ARBORETUM 3675 ARBORETUM DRIVE CHASKA MN 55318 416007513 GOVERNMENT ORG 13010719 0 N/A N/A SUPPORT FOR THE BENEFIT OF THE MINNESOTA LANDSCAPE ARBORETUM 1 0 PART I, LINE 2: THE MINNESOTA LANDSCAPE ARBORETUM FOUNDATION RAISES FUNDS EXCLUSIVELY FOR THE UNIVERSITY OF MINNESOTA LANDSCAPE ARBORETUM. SUPPORT INCLUDES FINANCIAL AND VOLUNTEER RESOURCES AND EXPERTISE TO ASSIST IN FUNDRAISING, COMMUNITY AWARENESS, VISITOR AND MEMBER COMMUNICATIONS, PROGRAMMING AND EVENTS. FINANCIAL SUPPORT OF OPERATING COSTS INCLUDE UNIVERSITY OF MINNESOTA LANDSCAPE ARBORETUM EMPLOYEE SALARIES AND BENEFITS, EVENTS AND PROGRAMS, MAINTENANCE AND CARE OF GARDENS, COLLECTIONS, AND FACILITIES, SUPPLIES AND EQUIPMENT, PLANT MATERIALS AND OTHER RELATED COSTS. X 1 4200 X 37 1074692 STOCK MARKET QUOTES X OTHER IN-KINDS 18 164317 ESTIMATED FAIR MARKE X SILENT AUCTION ITEMS 22 30392 ESTIMATED FAIR MARKE 0 0 0 0 FORM 990, PART I, LINE 6: PERFORMING ESSENTIAL DUTIES ACROSS ALL PROGRAMS, DEPARTMENTS AND OPERATIONS, VOLUNTEERS PLAY A VITAL ROLE IN THE SUCCESS AND MAINTENANCE OF THE MINNESOTA LANDSCAPE ARBORETUM AND ITS BEAUTIFUL GARDENS. MORE THAN 1,162 VOLUNTEERS (ALL IN ACTIVE STATUS) SERVED 41,295 HOURS IN VARIOUS CAPACITIES IN FISCAL YEAR 2025. FOR THE CALENDAR YEAR 2024, 3,283 MASTER GARDENER VOLUNTEERS PROVIDED THEIR SERVICE TO THEIR COMMUNITIES, INCLUDING AT THE ARBORETUM, SHARING RESEARCH-BASED HORTICULTURAL PRACTICES WITH THE PUBLIC ON GARDENING AND LANDSCAPES. WITHOUT VOLUNTEERS THE ARBORETUM COULD NOT BE THE PREMIER PUBLIC GARDEN THAT IT IS. FORM 990, PART VI, SECTION A, LINE 1A THE FOUNDATION BOARD OF TRUSTEES HAS DELEGATED AUTHORITY TO AN EXECUTIVE COMMITTEE TO ACT ON BEHALF OF THE BOARD IN BETWEEN BOARD MEETINGS. THE EXECUTIVE COMMITTEE CONSISTS OF THE IMMEDIATE PAST PRESIDENT, THE PRESIDENT (WHO SHALL BE THE CHAIR), THE VICE PRESIDENT, THE DHS TRUSTEE, THE CHAIRS OF COMMITTEE OF THE BOARD. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE CURRENT TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD INCLUDES THE FOLLOWING TRUSTEES: DHS TRUSTEE: ONE MEMBER OF THE BOARD SHALL BE THE HEAD OF THE DEPARTMENT OF HORTICULTURAL SCIENCE (OR SUCCESSOR UNIT) AT THE UNIVERSITY OF MINNESOTA. AUXILIARY TRUSTEE: ONE MEMBER OF THE BOARD SHALL BE ELECTED BY THE MINNESOTA LANDSCAPE ARBORETUM AUXILIARY. REGENT TRUSTEES: THE BOARD OF REGENTS OF THE UNIVERSITY OF MINNESOTA SHALL DESIGNATE INDIVIDUALS FOR ELECTION AS TRUSTEES SUCH THAT THE REGENT TRUSTEES, TOGETHER WITH THE DHS TRUSTEE, CONSTITUTE NO LESS THAN ONE-QUARTER OF THE TOTAL NUMBER OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE CONSULTANT. A DRAFT OF THE PUBLIC DISCLOSURE VERSION OF THE FORM 990 IS PROVIDED TO THE AUDIT/FINANCE COMMITTEE WHO REVIEWS THE RETURN AND RECOMMENDS APPROVAL TO THE FULL BOARD. THE PUBLIC DISCLOSURE VERSION OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST STATEMENT IS DIRECTED NOT ONLY TO TRUSTEES AND OFFICERS, BUT TO ALL EMPLOYEES WHO CAN INFLUENCE THE ACTIONS OF THE FOUNDATION. THOSE PERSONS SHALL EXERCISE THE UTMOST GOOD FAITH IN ALL TRANSACTIONS INVOLVED IN THEIR DUTIES, AND THEY SHALL NOT USE THEIR POSITIONS WITH THE FOUNDATION OR KNOWLEDGE GAINED FOR THEIR PERSONAL BENEFIT. SUCH INDIVIDUALS SHALL SCRUPULOUSLY AVOID ANY CONDUCT THAT MIGHT ADVERSELY AFFECT THE CONFIDENCE OF THE PUBLIC IN THE INTEGRITY OF THE FOUNDATION. DISCLOSURE OF ANY CONFLICT OF INTEREST AS LISTED IN THE POLICY SHOULD BE MADE TO THE ARBORETUM DIRECTOR (OR IF SHE OR HE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD CHAIR), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF. DISCLOSURE INVOLVING DIRECTORS SHOULD BE MADE TO THE BOARD CHAIR, (OR IF SHE OR HE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD VICE-CHAIR) WHO SHALL BRING THESE MATTERS TO THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF. THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO THE FOUNDATION. THE DECISION OF THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE THE WELFARE OF THE FOUNDATION AND THE ADVANCEMENT OF ITS PURPOSE. EACH OFFICER, TRUSTEE, COMMITTEE MEMBER OR EXECUTIVE WHO IS PRESENTLY SERVING THE FOUNDATION OR WHO MAY HEREAFTER BECOME ASSOCIATED WITH THE FOUNDATION SHALL ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990. PART XII, LINE 2C: THERE WERE NO CHANGES FROM THE PRIOR YEAR. FORM 990, PART I, LINES 8-19 THE FORM 990 REPORTING WAS AMENDED TO CORRECT ERRORS IN THE PRIOR YEAR REVENUE IN PART I, LINES 8-12 AND THE PRIOR YEAR EXPENSES IN PART I, LINES 13-19 AND TO AGREE WITH THE FORM 990 REPORTING FOR THE YEAR ENDING JUNE 30, 2024. NO OTHER CHANGES WERE MADE FROM THE ORIGINALLY FILED FORM 990 FOR THE YEAR ENDING JUNE 30, 2025.