2026-03-24T10:41:59-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2024-07-01 223232968 CARY INSTITUTE OF ECOSYSTEM STUDIES INC CARY 8456775343 BOX AB MILLBROOK NY 12545 DR JOSHUA R GINSBERG PRESIDENT 8456775343 2025-12-17 1 1 DANIELLE NIHILL P01350943 7819821001 2026-03-18 2024 2025-03-06 01:10:19Z DR JOSHUA R GINSBERG BOX AB MILLBROOK NY 12545 45401801 0 X WWW.CARYINSTITUTE.ORG X 1993 NY ECOLOGICAL RESEARCH & EDUCATION 24 24 121 42 27851 2245 7307802 9856437 177107 234860 1977999 20799768 47131 90779 9510039 30981844 35754 118347 0 0 9587732 9798363 0 0 683151 6510042 8304197 16133528 18220907 -6623489 12760937 148335462 155867052 5358449 6652209 142977013 149214843 X THE CARY INSTITUTE OF ECOSYSTEM STUDIES GENERATES RIGOROUS SCIENTIFIC KNOWLEDGE ABOUT ECOLOGICAL SYSTEMS AND THEIR IMPORTANCE TO HUMAN WELL-BEING. 0 0 10602994 118347 0 RESEARCH - UNBIASED ENVIRONMENTAL RESEARCH TO ADVANCE UNDERSTANDING OF ECOLOGICAL SYSTEMS AND CLIMATE CHANGE. WE PROVIDE SOLUTIONS FOR ENVIRONMENTAL PROBLEMS. OUR STAFF ARE GLOBAL EXPERTS IN THE ECOLOGY OF CITIES, DISEASE, FORESTS AND FRESHWATER. 1417146 0 168195 ALL OTHER PROGRAMS INCLUDING GROUNDS, AUXILIARY AND LIBRARY - MAINTENANCE OF THE 2000 ACRE CAMPUS USED FOR RESEARCH, EDUCATION AND OUTREACH, HOUSING FOR VISITING SCIENTISTS AND STAFF AND A 10,000 VOLUME LIBRARY THAT INCLUDES WEB OF SCIENCE AND ECOLOGY REFERENCE SERVICES. 1329751 0 66665 EDUCATION - INNOVATIVE EDUCATION PROGRAMS TO PROMOTE ECOLITERACY FOR ALL AGES. WE SERVE K-12 STUDENTS AND TEACHERS THROUGH SCHOOL PROGRAMS, SUMMER CAMP, DATA JAMS, TEACHER WORKSHOPS AND CURRICULUM. WE PROVIDE RESEARCH EXPERIENCE FOR UNDERGRADUATE STUDENTS. WE OFFER RESEARCH EXPERIENCE, COURSES AND MENTORING FOR GRADUATE STUDENTS. 407095 0 0 OUTREACH - TRANSLATE SCIENCE IN MANY WAYS THAT ADVANCE THE PUBLIC'S UNDERSTANDING OF ENVIRONMENTAL ISSUES AND INFORM PUBLIC POLICY. WE SHARE OUR FINDINGS WIDELY AND PROVIDE LECTURES, FORUMS, TOURS, FIELD GUIDES AND MAPS TO RESEARCH OUR PROPERTY. OUR PROGRAMS ARE GENERALLY FREE AND OPEN TO THE PUBLIC. 407095 0 0 13756986 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 116 0 1 121 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X HOLLY TALBOT 8456775343 BOX AB 2801 SHARON TURNPIKE MILLBROOK NY 12545 SCOTT J ULM CHAIR 1.00 X X 0 0 0 ELIZABETH M HEWITT VICE CHAIR 1.00 X X 0 0 0 SOOHYUNG KIM CO-VICE CHAIR 1.00 X X 0 0 0 ROBBIANNE MACKIN MFR SECRETARY 1.00 X X 0 0 0 KIM M WIELAND TREASURER 1.00 X X 0 0 0 FRANCES BEINECKE BOARD OF TRUSTEES 1.00 X 0 0 0 EMILY BERNHARDT PHD BOARD OF TRUSTEES (UNTIL 11/24) 1.00 X 0 0 0 FARRAN TOZER BROWN BOARD OF TRUSTEES 1.00 X 0 0 0 INDY BURKE PHD BOARD OF TRUSTEES 1.00 X 0 0 0 HUGO CASSIRER BOARD OF TRUSTEES 1.00 X 0 0 0 J BARCLAY COLLINS BOARD OF TRUSTEES 1.00 X 0 0 0 JOHN M DRAKE PHD BOARD OF TRUSTEES 1.00 X 0 0 0 ERIC S EWING BOARD OF TRUSTEES 1.00 X 0 0 0 ELIZABETH R HILPMAN BOARD OF TRUSTEES (UNTIL 11/24) 1.00 X 0 0 0 ERICH D JARVIS PHD BOARD OF TRUSTEES 1.00 X 0 0 0 EVERETTE JOSEPH PHD BOARD OF TRUSTEES 1.00 X 0 0 0 RUBEN KRAIEM BOARD OF TRUSTEES 1.00 X 0 0 0 CHRISTOPHER J MCKENZIE BOARD OF TRUSTEES 1.00 X 0 0 0 SIMON ROOSEVELT BOARD OF TRUSTEES 1.00 X 0 0 0 MURIEL POSTON BOARD OF TRUSTEES 1.00 X 0 0 0 BETH COMSTOCK BOARD OF TRUSTEES 1.00 X 0 0 0 LAWRENCE KELLY BOARD OF TRUSTEES 1.00 X 0 0 0 ALLAN SHOPE BOARD OF TRUSTEES 1.00 X 0 0 0 NICHOLA TUCKER GRAY BOARD OF TRUSTEES 1.00 X 0 0 0 LINDA GREER BOARD OF TRUSTEES 1.00 X 0 0 0 JED HART BOARD OF TRUSTEES 1.00 X 0 0 0 JOSHUA R GINSBERG PRESIDENT 35.00 X 401805 0 73183 HOLLY A TALBOT SR. DIRECTOR OF ADMIN/COMPTROLLER 35.00 X 216130 0 51350 STEWARD TA PICKETT DISTINGUISHED SENIOR SCIENTIST 35.00 X 210372 0 43824 RICHARD S OSTFELD DISTINGUISHED SENIOR SCIENTIST 35.00 X 200162 0 58423 KATHLEEN C WEATHERS SENIOR SCIENTIST 35.00 X 185092 0 42419 ALAN BERKOWITZ HEAD OF EDUCATION 35.00 X 159344 0 39681 CHRIS SOLOMON SENIOR SCIENTIST 35.00 X 154468 0 59466 1527373 0 368346 14 0 1 0 HALL CAPITAL ONE MARITIME PLAZA SAN FRANCISCO CA 94111 INVESTMENT CONSULTING 375802 1 55350 5469906 4331181 9856437 HOUSING - RESEARCH & EDUCATION 900099 168195 168195 TUITION - EDUCATION 611600 66665 66665 234860 278747 -18916 297663 34877690 6000 14362669 0 20515021 6000 20521021 46767 20474254 108550 55350 57288 51262 51262 MISCELLANEOUS INCOME 900099 39517 39517 39517 30981844 234860 27851 20862696 118347 118347 678063 40109 580501 57453 6852386 5534732 909287 408367 640476 495747 105931 38798 1081837 817100 198906 65831 545601 405607 106499 33495 15060 15060 75256 75256 1024327 1024327 1121972 888711 213052 20209 524488 403376 105718 15394 175323 166773 6093 2457 412909 401750 7137 4022 80488 68086 3385 9017 1265311 1197304 48467 19540 359766 359766 SUBCONTRACTS 2985511 2985511 MISCELLANEOUS 157495 116909 35704 4882 PRINTING 106291 101864 741 3686 18220907 13756986 3780770 683151 449651 7133337 1325245 1147222 55775 56352 275616 137378 36734136 18780545 18338076 17953591 41481592 50980319 86409507 78458853 148335462 155867052 1065647 1282229 3667131 4797714 268 625403 572266 5358449 6652209 X 45787101 47463689 97189912 101751154 142977013 149214843 148335462 155867052 12760937 -6523107 0 X 0 1 X 1 1 1 X 8145431 8074273 5766448 7307802 9856437 39150391 8145431 8074273 5766448 7307802 9856437 39150391 2040858 37109533 169175 119552 205826 451833 296680 1243066 20807 54966 124021 102296 148067 450157 40843614 804469 0.90860 0.86460 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 20,807. 2021 AMOUNT: $ 54,966. 2022 AMOUNT: $ 124,021. 2023 AMOUNT: $ 13,081. 2024 AMOUNT: $ 39,517. GROSS FUNDRAISING - 2023 AMOUNT: $ 89,215. 2024 AMOUNT: $ 108,550. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 115340826 12742897 5960358 122123365 110623066 10707471 5989711 115340826 110735688 5966166 6078788 110623066 143012965 -22755044 9522233 110735688 115697049 34524800 7208884 143012965 0.18740 0.65910 0.15350 0 0 3671378 3671378 27316686 13791925 13524761 1086772 1021879 64893 3698215 3306275 391940 961085 660466 300619 17953591 ALTERNATIVE INVESTMENTS 78458853 F 78458853 POSTRETIREMENT BENEFITS 572266 572266 23641698 -6523107 150000 -6373107 30014805 1024327 -57288 967039 30981844 17403868 207288 207288 17196580 1024327 1024327 18220907 PART V, LINE 4: THE INCOME FROM THE ENDOWMENT FUNDS HAS A VARIETY OF PURPOSES TO HELP DEFRAY THE COSTS OF SCIENTIFIC RESEARCH AND EDUCATION PROGRAMS, INCLUDING CONSERVATION, MAINTENANCE, AND PRESERVATION OF THE GROUNDS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INTERNAL TRANSFERS 150,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH REVENUE ON THE 990 -57,288. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH REVENUE ON THE 990 57,288. INTERNAL TRANSFERS 150,000. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 27468276 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 13848675 0 0 0 0 0 0 41316951 0 41316951 1 0 1 1 1 0 FALL LUNCH 96156 39088 57068 14783 23252 SPRING LUNCH 67744 16262 51482 16269 2984 163900 55350 108550 31052 26236 57288 51262 1 STIPENDS FOR RESEARCH 57 118347 N/A N/A PART I, LINE 2: STIPENDS ARE MONITORED MONTHLY TO ENSURE THEY ARE WITHIN BUDGET. IF THEY ARE OVERSPENT THERE WILL BE A PRIOR APPROVAL. THERE ARE TWO GROUPS RECEIVING STIPENDS, STUDENTS AND TEACHERS/FELLOWS. STUDENTS RECEIVE A LETTER OF APPOINTMENT NOTIFYING THEM THEY ARE ELIGIBLE FOR A STIPEND AND CHECK REQUISITIONS ARE SUBMITTED AND APPROVED FOR THE STIPENDS. TEACHERS/FELLOWS ARE ISSUED AN MOU OUTLINING THE SCOPE OF THEIR WORK, PERFORMANCE PERIOD, DELIVERABLES, AND AMOUNT OF STIPEND. THEN AGREEMENT IS RETURNED A COPY IS GIVEN TO THE PI AND THE GRANTS OFFICE. A SPREADSHEET IS SET UP FOR EACH TEACHER/FELLOW, WHICH TRACKS THE AMOUNT OF STIPENDS STILL AVAILABLE TO BE PAID. WHEN INVOICES COME IN THEY ARE APPROVED BY THE PI AND GRANTS OFFICE. IF ADDITIONAL FUNDS ARE APPROVED, THEY WOULD BE APPROVED BY THE PI AND AN AMENDMENT WOULD BE MADE TO THE CONTRACT. THE SPREADSHEET WOULD ALSO BE UPDATED FOR THE AMENDED AMOUNT. THE AMOUNT OF TEACHER/FELLOW AGREEMENTS ARE USUALLY ENCUMBERED. X X X X 0 0 0 0 0 0 0 0 0 JOSHUA R GINSBERG PRESIDENT 401805 0 0 0 0 0 41400 0 31783 0 474988 0 0 0 HOLLY A TALBOT SR. DIRECTOR OF ADMIN/COMPTROLLER 216130 0 0 0 0 0 26466 0 24884 0 267480 0 0 0 RICHARD S OSTFELD DISTINGUISHED SENIOR SCIENTIST 200162 0 0 0 0 0 25025 0 33398 0 258585 0 0 0 STEWARD TA PICKETT DISTINGUISHED SENIOR SCIENTIST 210372 0 0 0 0 0 25573 0 18251 0 254196 0 0 0 KATHLEEN C WEATHERS SENIOR SCIENTIST 185092 0 0 0 0 0 22866 0 19553 0 227511 0 0 0 CHRIS SOLOMON SENIOR SCIENTIST 154468 0 0 0 0 0 19854 0 39612 0 213934 0 0 0 ALAN BERKOWITZ HEAD OF EDUCATION 159344 0 0 0 0 0 18901 0 20780 0 199025 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE NEW YORK BOTANICAL GARDEN HAS THE ABILITY TO APPOINT UP TO THREE TRUSTEES TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE MEETS WITH THE PROFESSIONAL SERVICES FIRM TO REVIEW THE FORM 990 AND UPON RECOMMENDATION OF THAT COMMITTEE, THE DRAFT FORM 990 IS THEN SUBMITTED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO IT BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C FOR TRUSTEES AND OFFICERS, ALL DISCLOSURES ARE REVIEWED BY THE AUDIT COMMITTEE CHAIR AND IF THERE ARE ANY ACTUAL OR POTENTIAL CONFLICTS THEY ARE BROUGHT TO THE ATTENTION OF THE AUDIT COMMITTEE AND THE FULL BOARD FOR DISCUSSION AND, IF REQUIRED, APPROVAL. THE BASIS OF THE APPROVAL OR REJECTION SHALL BE DOCUMENTED IN THE RECORDS OF THE CORPORATION, INCLUDING THE MINUTES OF THE MEETING. FOR EMPLOYEES WITH BUDGETARY AUTHORITY, THE COMPLIANCE OFFICER REVIEWS AND IF THERE ARE POTENTIAL CONFLICTS THE COMPLIANCE OFFICER WORKS WITH THE PRESIDENT TO PUT A PLAN IN PLACE TO MANAGE OR AVOID THE CONFLICT AND IF APPLICABLE THE FUNDING AGENCY WOULD BE NOTIFIED. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S COMPENSATION IS SET BY THE BOARD WITH INPUT FROM ONE OR MORE RECRUITING FIRMS AND PUBLICLY AVAILABLE INFORMATION FROM OTHER ORGANIZATIONS. EACH YEAR THE BOARD CHAIR REVIEWS THE COMPENSATION OF THE PRESIDENT AND PRESENTS THE PROPOSED COMPENSATION TO THE FULL BOARD FOR APPROVAL. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.