2026-04-22T14:59:03+00:00 2025-06-30 135565207 KPMG LLP Two Manhattan West 375 9th Avenue New York NY 10001 990 2024-07-01 131693134 NEW YORK BOTANICAL GARDEN NEWY 7188178700 2900 SOUTHERN BLVD BRONX NY 104585126 EMILY SCHWARZ CFO 2026-04-22 true true Toby Kerslake P01875806 2127589700 2026-04-22 2024 2025-03-06 01:10:19Z JENNIFER BERNSTEIN 2900 SOUTHERN BLVD BRONX NY 104585126 194513879 false X WWW.NYBG.ORG X 1891 NY The New York Botanical Garden (NYBG) is a museum of plants, a center for learning, and a plant science leader in the Bronx. (CONTINUED ON SCHEDULE O) 58 57 935 1328 1188850 648000 60904209 75821135 24660041 20613203 20521620 21049069 4337247 7207509 110423117 124690916 0 58719 0 57998551 61460882 253962 246151 7502937 43785414 43296895 102037927 105062647 8385190 19628269 659186710 700400174 52140256 47166389 607046454 653233785 X THE NEW YORK BOTANICAL GARDEN IS A MUSEUM OF PLANTS AND A SCIENTIFIC RESEARCH CENTER DEVOTED TO THE STUDY OF PLANTS AND THEIR USES. IT IS THE GARDEN'S MISSION TO IMPROVE PUBLIC UNDERSTANDING OF THE NATURAL WORLD, HORTICULTURE, AND THE RELATIONSHIPS BETWEEN PLANTS AND PEOPLE. IT IS ALSO THE GARDEN'S MISSION TO EXPAND HUMANITY'S KNOWLEDGE OF PLANTS AND HOW THEY ARE UTILIZED. false false 24880962 16334657 HORTICULTURE AND LIVING COLLECTIONS: PREPARATION OF RESEARCH, MAINTENANCE OF GARDENS AND EXHIBITS FOR PUBLIC USE AND ENJOYMENT. PUBLIC EXHIBITIONS AND FESTIVALS TO ENHANCE THE EXPERIENCE OF THE VISITING PUBLIC. THE GARDEN'S LIVING COLLECTIONS CONTAIN MORE THAN ONE MILLION PLANTS IN 50 GARDENS AND COLLECTIONS, INCLUDING: THE ENID A. HAUPT CONSERVATORY, THE NATION'S PREEMINENT VICTORIAN STYLE GLASSHOUSE; THE NOLEN GREENHOUSES FOR LIVING COLLECTIONS; THE THREE AND ONE HALF ACRE NATIVE PLANT GARDEN; THE ELEVEN ACRE AZALEA GARDEN, WHICH INCLUDES NEARLY ONE MILE OF WOODLAND PATHS MEANDERING BENEATH ANCIENT NATIVE OAKS, TULIP TREES, AND SWEETGUMS AND SURROUNDED BY MORE THAN 70,000 PLANTS; THE FIFTY ACRE THAIN FAMILY FOREST, THE LARGEST EXTANT FOREST THAT ONCE COVERED MUCH OF NEW YORK CITY. 23611255 2830716 EDUCATION AND OUTREACH DEVELOPMENT, ORGANIZATION, AND PRESENTATION OF EDUCATIONAL COURSES. THE GARDEN'S ADULT EDUCATION PROGRAM OFFERS 750 CLASSES AT THE BOTANICAL GARDEN, ONLINE, AND AT THE MIDTOWN EDUCATION CENTER IN MANHATTAN. CERTIFICATES ARE OFFERED IN EIGHT PROGRAM AREAS: BOTANICAL ART & ILLUSTRATION, BOTANY, FLORAL DESIGN, GARDENING, HORTICULTURAL THERAPY, HORTICULTURE, LANDSCAPE DESIGN AND URBAN NATURE. THREE ANNUAL LECTURE PROGRAMS, LANDSCAPE DESIGN PORTFOLIOS LECTURE SERIES, WINTER LECTURE SERIES, AND ANDREW CARNEGIE DISTINGUISHED LECTURE, FEATURE INTERNATIONALLY RECOGNIZED SPEAKERS. 22067616 58719 PLANT SCIENCE COLLECTING FOR AND MAINTAINING THE GARDEN HERBARIUM FOR PUBLIC USE, INCLUDING RESEARCH. THE BOTANICAL GARDEN'S SCIENTISTS, LIBRARIANS, STAFF, GRADUATE STUDENTS, HONORARY RESEARCH ASSOCIATES, AND CURATORS PERFORM FIELDWORK AND CONDUCT CUTTING-EDGE RESEARCH IN PLANT SYSTEMATICS, ECONOMIC BOTANY, ECOLOGY, MOLECULAR SYSTEMATICS, AND PLANT GENOMICS. 12263120 8438763 AUXILIARY SERVICES PROVIDE SERVICES AND AMENITIES FOR THE CONVENIENCE OF THE VISITING PUBLIC. 12263120 8438763 82822953 true true false true false false false true false true true true false false true true false true false true true true false true true false false false false true true false false false false false false false false false false true false false false true true true false false false true 356 0 true 935 true true true false false false false true true false false false false false false X 58 57 false false false false true true false true true false false false true true true true true true true true false false CA CO CT DC FL GA AL HI IL KS KY ME AK MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN VA AR WA WV WI X X Emily Schwarz CFO 7188178730 2900 SOUTHERN BLVD BRONX NY 104585126 CAROLINE A WAMSLER PHD SENIOR VICE CHAIR 1.0 0.0 X X 0 0 0 DIANNE RENWICK SENIOR VICE CHAIR 1.0 0.0 X X 0 0 0 EDWARD P BASS VICE CHAIR 1.0 0.0 X X 0 0 0 J BARCLAY COLLINS II CHAIR 1.0 0.0 X X 0 0 0 LARRY E CONDON SENIOR VICE CHAIR (END 12/2024) 1.0 0.0 X X 0 0 0 MARC B PORTER TREASURER 1.0 0.0 X X 0 0 0 MARJORIE G ROSEN VICE CHAIR 1.0 0.0 X X 0 0 0 MAUREEN K CHILTON CHAIR EMERITA 1.0 0.0 X X 0 0 0 SHELBY WHITE VICE CHAIR 1.0 0.0 X X 0 0 0 SUSAN E KAY MATELICH SECRETARY 1.0 0.0 X X 0 0 0 WILLIAM C STEERE JR VICE CHAIR 1.0 0.0 X X 0 0 0 ANTHONY PEREZ TRUSTEE 1.0 0.0 X 0 0 0 BETHANY MILLARD TRUSTEE 1.0 0.0 X 0 0 0 Cristin SAMPER PHD TRUSTEE 1.0 0.0 X 0 0 0 DEBORAH GOODRICH ROYCE TRUSTEE 1.0 0.0 X 0 0 0 DIANE KATZIN TRUSTEE 1.0 0.0 X 0 0 0 DOUGLAS DOCKERY THOMAS TRUSTEE 1.0 0.0 X 0 0 0 ERIC C HENRY TRUSTEE 1.0 0.0 X 0 0 0 FERNANDO DELGADO PHD TRUSTEE 1.0 0.0 X 0 0 0 GARY A BELLER TRUSTEE (END 11/2024) 1.0 0.0 X 0 0 0 GEORGE M MILNE JR PHD TRUSTEE 1.0 0.0 X 0 0 0 GILBERT C MAURER TRUSTEE (END 04/2025) 1.0 0.0 X 0 0 0 GORDON A UEHLING III TRUSTEE 1.0 0.0 X 0 0 0 HOLLY LOWEN TRUSTEE 1.0 0.0 X 0 0 0 Hon Adrienne Adams EX OFFICIO TRUSTEE 1.0 0.0 X 0 0 0 Hon Brad Lander EX OFFICIO TRUSTEE 1.0 0.0 X 0 0 0 Hon Eric Adams EX OFFICIO TRUSTEE 1.0 0.0 X 0 0 0 Hon Iris Rodriguez-Rosa EX OFFICIO TRUSTEE 1.0 0.0 X 0 0 0 Hon Laurie Cumbo EX OFFICIO TRUSTEE 1.0 0.0 X 0 0 0 Hon Melissa Aviles-Ramos EX OFFICIO TRUSTEE 1.0 0.0 X 0 0 0 Hon Vanessa Gibson EX OFFICIO TRUSTEE 1.0 0.0 X 0 0 0 JACQUELINE H DRYFOOS TRUSTEE 1.0 0.0 X 0 0 0 JANE MOSS TRUSTEE 1.0 0.0 X 0 0 0 JANET M MONTAG TRUSTEE 1.0 0.0 X 0 0 0 JASON STEVENS TRUSTEE 1.0 0.0 X 0 0 0 JESSICA B HARRIS PHD TRUSTEE 1.0 0.0 X 19000 0 0 JILL JOYCE TRUSTEE 1.0 0.0 X 0 0 0 JOHN W BERNSTEIN TRUSTEE 1.0 0.0 X 0 0 0 JOSEPH A THOMPSON TRUSTEE (END 11/2024) 1.0 0.0 X 0 0 0 KAREN WASHINGTON TRUSTEE 1.0 0.0 X 0 0 0 KATE SOLOMON TRUSTEE 1.0 0.0 X 0 0 0 KENNETH ROMAN life trustee, non-voting 1.0 0.0 X 0 0 0 LEONARD ABESS TRUSTEE 1.0 0.0 X 0 0 0 LIONEL GOLDFRANK III life trustee, non-voting 1.0 0.0 X 0 0 0 LYNDEN B MILLER life trustee, non-voting 1.0 0.0 X 0 0 0 MARY P MORAN TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL A ZARCONE TRUSTEE (END 06/2025) 1.0 0.0 X 0 0 0 MICHAEL H STEINHARDT TRUSTEE (END 11/2024) 1.0 0.0 X 0 0 0 MISH TWORKOWSKI TRUSTEE 1.0 0.0 X 0 0 0 MONICA DE LA TORRE TRUSTEE (NEW 02/2025) 1.0 0.0 X 0 0 0 MRS ARTHUR ROSS TRUSTEE 1.0 0.0 X 0 0 0 MRS COLEMAN P BURKE TRUSTEE 1.0 0.0 X 0 0 0 MRS EDITH B EVERETT TRUSTEE 1.0 0.0 X 0 0 0 MRS HARRY BURN III life trustee, non-voting 1.0 0.0 X 0 0 0 MRS JEREMY H BIGGS TRUSTEE 1.0 0.0 X 0 0 0 MRS JOHN R ROBINSON TRUSTEE 1.0 0.0 X 0 0 0 MRS JONATHAN C CLAY TRUSTEE 1.0 0.0 X 0 0 0 MRS NICHOLAS J SAKELLARIADIS TRUSTEE 1.0 0.0 X 0 0 0 NAEEM CRAWFORD-MUHAMMAD TRUSTEE 1.0 0.0 X 0 0 0 PHILIP OZUAH MD PHD TRUSTEE 1.0 0.0 X 0 0 0 RICHARD BRAIL TRUSTEE (NEW 06/2025) 1.0 0.0 X 0 0 0 ROBERT A BARTLETT JR TRUSTEE 1.0 0.0 X 0 0 0 SHARON JACOB TRUSTEE 1.0 0.0 X 0 0 0 SUSAN E LYNCH TRUSTEE 1.0 0.0 X 0 0 0 SUSAN R PALM TRUSTEE 1.0 0.0 X 0 0 0 SUSAN SIGOURNEY WEAVER TRUSTEE 1.0 0.0 X 0 0 0 TRACY TANG TRUSTEE (NEW 11/2024) 1.0 0.0 X 0 0 0 TRENT CARMICHAEL TRUSTEE 1.0 0.0 X 0 0 0 EMILY SCHWARZ CHIEF FINANCIAL OFFICER 35.0 0.0 X 351300 0 53614 JENNIFER BERNSTEIN CEO & The William C. Steer Sr. President 35.0 0.0 X 839226 0 81937 JUSTIN JAMAIL GENERAL COUNSEL 35.0 0.0 X 337029 0 87367 LAUREN TURCHIO Chief Operating Officer 35.0 0.0 X 456871 0 46720 MAURICIO DIAZGRANADOS CHIEF SCIENCE OFFICER 35.0 0.0 X 350502 0 52739 TODD FORREST ARTHUR ROSS VP HORTICULTURE & LIVING 35.0 0.0 X 364901 0 87052 ERIC SANDERSON VP FOR URBAN CONSERVATION 35.0 0.0 X 285297 0 32214 ISAAC THWEATT CHIEF ADVANCEMENT OFFICER 35.0 0.0 X 361552 0 53820 LAWRENCE SMITH VP INFORMATION TECHNOLOGY 35.0 0.0 X 290012 0 81941 MICHAEL CROWLEY CHIEF MARKETING OFFICER 35.0 0.0 X 359630 0 53050 URSULA HOSKINS VP CAPITAL PROJECTS 35.0 0.0 X 306590 0 83988 4321910 0 714442 94 false true false AKA NYC LTD 321 W 44TH ST SUITE 401 NEW YORK NY 10036 ADVERTISING / MARKETING EXHIBITION 2298524 UPTOWN ELECTRIC INC 22 MARY AVENUE RONKONKOMA NY 11779 ELECTRICAL WORK 1761818 STEVEN DUBNER LANDSCAPING INC 140 HALF HOLLOW ROAD DIX HILLS NY 11746 CONSTRUCTION, ECAG DASNY 1447099 EW HOWELL CO LLC 245 NEWTOWN RD SUITE 600 PLAINVIEW NY 11803 CONSTRUCTION, PARKING GARAGE 1267159 Daedalus Design & Production Inc 63 Flushing Ave Brooklyn NY 11205 DESIGN SERVICES 776644 45 6689880 3002237 19629483 46499535 2924620 75821135 ADMISSIONS AND TOURS 713990 16334657 16334657 TUITION AND FEES 611600 2830716 2830716 AUXILIARY SERVICES 722513 1447830 1447830 0 0 0 0 20613203 4747174 479998 4267176 0 0 82720338 66418443 16301895 0 16301895 16301895 529807 3002237 1022083 -492276 -492276 4705068 2382437 2322631 2124928 197703 INSURANCE RECOVERY 812900 4866005 4866005 PARKING GARAGE 812930 511149 511149 0 0 0 0 5377154 124690916 27604136 1188850 20076795 58719 58719 2649181 1517342 769868 361971 41782400 31610797 6869397 3302206 4593685 3424958 789867 378860 9392266 7112581 1344533 935152 3043350 2269059 523293 250998 401181 401181 303268 303268 218950 218950 246151 246151 2574586 1645156 865123 64307 5201135 4831978 0 369157 2415861 2415441 210 210 4330341 3359049 844863 126429 5136934 5136934 1346568 1212155 19361 115052 433340 283494 55482 94364 1781053 1781053 12225050 10391292 1100255 733503 1348416 674496 336960 336960 PRINTING & PUBLICATIONS 1169294 1028266 79610 61418 Electrical 869258 869258 TENT RENTAL 810181 810181 MEMBERSHIP DISCOUNTS 393453 393453 2338026 1997291 214536 126199 105062647 82822953 14736757 7502937 29120 35080 26223513 23352785 37635114 59103617 1436179 1637716 0 0 0 0 873378 677351 758438 1504940 417456878 243165918 178791797 174290960 101332776 101391876 311808703 338211869 0 297692 193980 659186710 700400174 9569346 10310664 607488 593516 34994600 30967775 0 0 6968822 5294434 52140256 47166389 X 209030442 211550233 398016012 441683552 607046454 653233785 659186710 700400174 X 19628269 26959834 -400772 X false true true true true X 53816952 47387690 34785144 58733958 65273776 259997520 7238335 8861412 9920389 8556049 10547359 45123544 0 61055287 56249102 44705533 67290007 75821135 305121064 14889963 290231101 1421109 1749899 3159855 4411838 4267176 15009877 0 0 0 514903 648000 1162903 338510 360949 441273 527349 529807 2197888 323491732 122017248 0.89718 0.8784 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - GROSS INCOME FROM FUNDRAISING, COLUMN A - 338510.0, COLUMN B - 360949.0, COLUMN C - 441273.0, COLUMN D - 527349.0, COLUMN E - 529807.0, COLUMN F - 2197888.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 218950 0 218950 0 104315630 0 104534580 0 1000000 0 250000 0 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 141050 159974 154627 218950 674601 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 Schedule C, Part II-A, Line 1a, Column (a) Supplemental Information THE GARDEN INCURS LOBBYING EXPENDITURES FOR THE PURPOSE OF RAISING PUBLIC FUNDS FOR ITS OPERATING PROGRAM AREAS AND CAPITAL SUPPORT. X X X false 418765509 4850780 45122667 893576 20143963 447701417 404010592 349669 35653328 898049 20350031 418765509 387996808 1086118 31569313 867335 15774312 404010592 440106301 6442037 -39044832 869434 18637264 387996808 354631393 4736592 104099543 922117 22439110 440106301 0.1115 0.6456 0.2429 false false 9053130 9053130 285443276 160314031 125129245 29866338 25852793 4013545 93094134 56999094 36095040 174290960 Closely-held equity interests Financial derivatives ALTERNATIVE INVESTMENT AND HEDGE FUNDS 298861869 F REAL ESTATE 39350000 F 338211869 Federal Income Taxes CONDITIONAL ASSET RETIREMENT OBLIGATION 3381458 INTEREST RATE SWAP VALUATION LIABILITY 1715895 ACCRUED VACATION LIABILITY LEASE Liabilities 197081 5294434 X 142025091 26959834 129582 -10469485 16619931 125405160 1668193 -2382437 -714244 124690916 104959477 129582 2382437 2512019 102447458 1668193 946996 2615189 105062647 Schedule D, Part III, Line 4 Collections of art - description of collections The Garden's collections include living plants, herbarium specimens, art objects, books, prints, and ephemera. The Garden has not capitalized the collections. The Garden's collections are maintained for public exhibition, education, and research in furtherance of public service rather than for financial gain. Collections are among the most valuable assets of the Garden and are protected, kept unencumbered, cared for, and preserved. The Garden makes reasonable efforts to rehome objects that are deaccessioned by sending them to similar institutions through gift, exchange, or sale. All proceeds from any sale benefits the collections. Schedule D, Part V, Line 4 Intended uses of endowment funds THE GARDEN HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS TO PROVIDE LONG TERM CAPITAL APPRECIATION TO SUPPLY FUNDS FOR THE SPECIFIED PURPOSES FOR WHICH THE ORIGINAL ENDOWED GIFTS WERE GIVEN. THE TIME HORIZON FOR THE ENDOWMENT IS PERPETUITY. THE INVESTMENT ASSETS OF THE GARDEN ARE FULLY OUTSOURCED ON A DISCRETIONARY BASIS TO AN EXTERNAL PROFESSIONAL INVESTMENT MANAGEMENT FIRM. THE INVESTMENT COMMITTEE OF THE BOARD OF TRUSTEES HAS RESPONSIBILITY FOR SETTING THE GARDEN'S INVESTMENT POLICY STATEMENT. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Garden is a Section 501(c)(3) charitable organization exempt from federal income taxes under Section 501(a) of the US Internal Revenue Code (IRC). It has been classified as a publicly supported charitable organization under Section 509 (a)(1) and qualifies for the maximum charitable contribution deduction by donors. In addition, the State and the City of New York (the City) have classified the Garden as nonprofit in character, and as such, the Garden is exempt from payment of income taxes to the State and the City. FASB ASC 740-10-05-6, Accounting for Uncertainty in Income Taxes, prescribes the minimum recognition threshold a tax position must meet in connection with accounting for uncertainties in income tax positions taken or expected to be taken by an entity before being measured and recognized in the financial statements. The Garden has reported no potential liabilities for uncertain tax positions at June 30, 2025 and 2024. On December 22, 2017, the Tax Cuts and Jobs Act of 2017 (the Act) was signed into legislation. The Act includes numerous changes in tax law related to tax-exempt organizations, including, but not limited to, a 21% excise tax assessed against executive compensation of covered individuals, unrelated business income taxes on qualified transportation fringe benefits, and a reduction in the federal income tax rate for corporations from 35% to 21%, which took effect for taxable years beginning on or after January 1, 2018. The Garden recorded a deferred tax asset (DTA) because it was determined that the DTA will be fully utilized prior to the expiration of its net operating losses. These provisions were considered, and none were identified that would affect the tax-exempt status of the Garden as of June 30, 2025 or 2024. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 SPECIAL EVENT EXPENSES - -946996 CHANGE IN VALUE OF CONSOLIDATED RELATED ENTITY - -9121687 LOSS ON VALUATION OF INTEREST RATE SWAP - -400802 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements COST OF GOODS SOLD - -2382437 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 cost of goods sold - 2382437 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements SPECIAL EVENT EXPENSES - 946996 true North America (Canada & Mexico only) 0 0 Program Services SERVICE PROVIDER 158036 East Asia and the Pacific 0 0 Program Services SERVICE PROVIDER 10127 Europe (Including Iceland and Greenland) 0 0 Program Services SERVICE PROVIDER 500653 South America 0 0 Program Services SERVICE PROVIDER 6500 Sub-Saharan Africa 0 0 Program Services SERVICE PROVIDER 15300 Europe (Including Iceland and Greenland) 0 0 Grantmaking 30000 Sub-Saharan Africa 0 0 Grantmaking 28719 Central America and the Caribbean 0 0 Investments 41274120 Europe (Including Iceland and Greenland) 0 0 Investments 25356697 East Asia and the Pacific 0 0 Investments 1159710 0 0 0 0 0 0 68539862 0 68539862 Europe (Including Iceland and Greenland) Subgrant in connection with PLANT SCIENCE 30000 WIRE FMV Sub-Saharan Africa Subgrant in connection with PLANT SCIENCE 28719 WIRE FMV 0 2 true false true true true false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds Subaward agreements are reviewed and approved by NYBG's legal team and other personnel to ensure all compliance requirements are captured; including that information is consistent between pass-through entity records and the subaward, and that all required elements are included. The Principal Investigator responsible for the Project is named in the Subaward Agreement. Grantee agrees to comply with applicable Funding Source Terms and Conditions and can only use funds for approved purposes. Additionally, Grantee is required to timely submit Project reports and completion of the Project to the NYBG's satisfaction. Schedule F, Part V METHOD USED TO ACCOUNT FOR EXPENDITURES ON ORG'S FINANCIAL STATEMENTS EXPENSES ARE REPORTED USING THE ACCRUAL METHOD OF ACCOUNTING, CONSISTENT WITH THE AUDITED FINANCIAL STATEMENTS. X X X X true BUCKLEY HALL EVENTS 17-19 MARBLE AVENUE PLEASANTVILLE NY 10570 Fundraising Event Consulting false 3532043 246151 3285892 3532043 246151 3285892 CA CO CT DC FL GA AL HI IL KS KY ME AK MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN VA AR WA WV WI ORCHID DINNER 1028461 874192 154269 0 150817 53972 CONSERVATORY BALL 1972907 1676971 295936 216315 176175 255362 3 530676 451074 79602 16751 92524 60167 3532044 3002237 529807 233066 419516 369501 1022083 -492276 X X X X false false false false false false false true false JENNIFER BERNSTEIN CEO & The William C. Steer Sr. President 697500 0 140898 0 828 0 38295 0 43642 0 921163 0 0 0 LAUREN TURCHIO Chief Operating Officer 456319 0 0 0 552 0 38295 0 8425 0 503591 0 0 0 EMILY SCHWARZ CHIEF FINANCIAL OFFICER 351300 0 0 0 0 0 38295 0 15319 0 404914 0 0 0 JUSTIN JAMAIL GENERAL COUNSEL 336657 0 0 0 372 0 37410 0 49957 0 424396 0 0 0 TODD FORREST ARTHUR ROSS VP HORTICULTURE & LIVING 362570 0 0 0 2331 0 38295 0 48757 0 451953 0 0 0 MAURICIO DIAZGRANADOS CHIEF SCIENCE OFFICER 349644 0 0 0 858 0 38295 0 14444 0 403241 0 0 0 ISAAC THWEATT CHIEF ADVANCEMENT OFFICER 351176 0 10000 0 376 0 38295 0 15525 0 415372 0 0 0 MICHAEL CROWLEY CHIEF MARKETING OFFICER 349256 0 10000 0 374 0 38295 0 14755 0 412680 0 0 0 URSULA HOSKINS VP CAPITAL PROJECTS 293609 0 10000 0 2981 0 34031 0 49957 0 390578 0 0 0 LAWRENCE SMITH VP INFORMATION TECHNOLOGY 289697 0 0 0 315 0 32191 0 49750 0 371953 0 0 0 ERIC SANDERSON VP FOR URBAN CONSERVATION 284039 0 0 0 1258 0 31668 0 546 0 317511 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments Amounts paid per Schedule J, Part II, Column B(ii) were discretionary or non-fixed in nature. A TRUST FOR CULTURAL RESOURCES SERIES 2009A 911882413 649717QE8 2009-08-14 68090000 SEE PART VI false false false A 37122225 68090000 966394 173606 66950000 2009 true false true true A false false true false false false 0 0 0.0 false false 0 false false A false false true true true true Morgan Stanley Capital Services Inc (thru 2132026) and Morgan Stanley Bank NA (eff 2142026) 0 false false false 0 false false false A false Schedule K, Part I, Column (f) PURPOSE OF ISSUE DESCRIPTION PROCEEDS OF THE BOND WERE USED TO REPAY A BRIDGE LOAN FROM JP MORGAN CHASE BANK, ORIGINATED IN 2008, FOR THE PURPOSE OF REDEEMING THEN OUTSTANDING TAX-EXEMPT BONDS WHICH HAD BEEN ISSUED IN 2002 AND 2006. Schedule K, Part IV, Line 4c Term of Hedge AUCX6 Term 7/1/2032, AUEDP 7/2/2035, AUCX7 7/1/2026 Schedule K, Part VI Written bond policies and procedures NYBG did not have written bond compliance policies or procedures in place as of June 30, 2025. The organization has committed to adopting and implementing formal written bond compliance policies and procedures before the next Form 990 is filed. Schedule K, Part IV, Line 2b Exception to rebate The bona fide debt service fund is exempt from the rebate calculation, as confirmed by counsel as of 8/14/2024. Schedule K, Part IV, Line 2c COLUMN A Issuer name: TRUST FOR CULTURAL RESOURCES SERIES 2009A The calculation for computing no rebate due was performed on 08/14/2024 23 2922686 Market value X Software User Licenses 1 1934 Market value 0 false true false Schedule M, Part I Column B represents number of contributors Form 990, Part I, Line 1 BRIEF MISSION The New York Botanical Garden is an advocate for the plant world. The Garden pursues its mission through its role as a museum of living plant collections arranged in gardens and landscapes across its National Historic Landmark site; through its comprehensive education programs in horticulture and plant science; and through the wide-ranging research programs of the International Plant Science Center. Form 990, Part III, Line 4d Description of other program services (Expenses $ 12,263,120 including grants of $)(Revenue $ 8,438,763) AUXILIARY SERVICES PROVIDE SERVICES AND AMENITIES FOR THE CONVENIENCE OF THE VISITING PUBLIC. Form 990, Part VI, Line 1a Delegate broad authority to a committee The Executive Committee will exercise all of the powers of the Board to the extent permitted by law during intervals between meetings of the Board. The Board Chair, or the designee of the Board Chair, will be Chair of the Executive Committee. The committee shall consist of at least three Trustees appointed by the Board. Form 990, Part VI, Line 6 Classes of members or stockholders THE NEW YORK BOTANICAL GARDEN HAS A CLASS OF MEMBERS. MEMBERS HAVE THE RIGHT TO ELECT THE GOVERNING BODY OF THE ORGANIZATION, AND ALL MEMBERS HAVE AN EQUAL VOTE IN SUCH ELECTION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE NEW YORK BOTANICAL GARDEN WAS FORMED IN 1891 BY AN ACT OF THE STATE LEGISLATURE, WHICH IDENTIFIED THE FOUNDING MEMBERS OF THE ORGANIZATION. SUCCESSORS TO THESE ORIGINAL MEMBERS ELECT THE BOARD OF TRUSTEES AT THE ANNUAL MEETING. Form 990, Part VI, Line 11b Review of form 990 by governing body NYBG'S 990 IS PREPARED BY THE CONTROLLER IN CONSULTATION WITH OTHER OFFICERS AND STAFF, AS WELL AS OUTSIDE TAX ADVISORS. THE DRAFT IS REVIEWED BY THE CHIEF FINANCIAL OFFICER, THE CHIEF OPERATING OFFICER, THE OFFICE OF GENERAL COUNSEL, OTHER SENIOR STAFF, AND BY NYBG'S OUTSIDE TAX ADVISORS. BEFORE FILING, THE 990 DRAFT IS REVIEWED BY THE AUDIT COMMITTEE AND PROVIDED TO THE ENTIRE BOARD OF TRUSTEES VIA SECURE WEB ACCESS. Form 990, Part VI, Line 12c Conflict of interest policy NYBG HAS ADOPTED A WRITTEN CONFLICT OF INTEREST POLICY APPLICABLE TO TRUSTEES, OFFICERS, AND KEY EMPLOYEES AND A SEPARATE WRITTEN CONFLICT OF INTEREST POLICY APPLICABLE TO ALL EMPLOYEES. UNDER THESE POLICIES, TRUSTEES, OFFICERS AND EMPLOYEES ARE REQUIRED TO DECLARE CONFLICTS UPON BECOMING AWARE OF THEM. TRUSTEES, OFFICERS, AND CERTAIN OTHER EMPLOYEES ARE REQUIRED TO REVIEW, SIGN, AND RETURN TO THE OFFICE OF GENERAL COUNSEL AN ANNUAL FORM AFFIRMING THEIR KNOWLEDGE OF THE POLICY AND CONFIRMING THEIR COMMITMENT TO ABIDE BY THE TERMS OF THE POLICY. THE FORM ALSO ASKS THE RECIPIENT TO IDENTIFY CONFLICTS UNDER THE APPLICABLE POLICY. UNDER THE POLICY, CONFLICTS ARE DEALT WITH ON A CASE BY CASE BASIS. IN THE CASE OF EMPLOYEES, CONFLICTS ARE DEALT WITH BY MANAGEMENT UNDER THE GENERAL SUPERVISION OF THE AUDIT COMMITTEE, AND IN THE CASE OF TRUSTEES, BY THE AUDIT COMMITTEE. UNDER THE APPLICABLE POLICY, INDIVIDUALS WITH A CONFLICT MAY NOT PARTICIPATE IN THE CONSIDERATION OF THE RELEVANT MATTER OR THE ACTION TAKEN IN RESPONSE. Form 990, Part VI, Line 15a Process to establish compensation of top management official COMPENSATION FOR THE PRESIDENT & CEO AND CERTAIN OTHER KEY EMPLOYEES INCLUDES A REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE OF NYBG'S BOARD OF TRUSTEES. THE MEMBERS OF THE COMPENSATION COMMITTEE ARE ALL INDEPENDENT VOTING MEMBERS OF THE ORGANIZATION'S GOVERNING BODY. THE PRESIDENT & CEO AND OTHER OFFICERS MAY BE PRESENT AT MEETINGS OF THE COMPENSATION COMMITTEE EXCEPT WHERE THE COMPENSATION OF SUCH EMPLOYEES IS UNDER REVIEW. THE COMPENSATION COMMITTEE OBTAINS AND REVIEWS COMPARABILITY DATA WITH RESPECT TO COMPENSATION LEVELS PAID FOR COMPARABLE JOB POSITIONS OBTAINED THROUGH THE ASSISTANCE OF AN EXPERT COMPENSATION CONSULTANT WHEN APPROPRIATE, INCLUDING FORM 990 DATA FROM OTHER LEADING MUSEUMS AND CULTURAL AND EDUCATIONAL INSTITUTIONS, AS WELL AS FOR PROFIT INSTITUTIONS WITH WHICH NYBG MAY COMPETE FOR STAFF. THE DELIBERATIONS, DECISIONS, AND BASIS OF DECISIONS MADE BY THE COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY SUBSTANTIATED AND DOCUMENTED IN MINUTES OF APPLICABLE MEETINGS. The compensation committee last conducted a review on May 23, 2025. Also, the Garden conducted a compensation study to review senior staff salaries against the market which was completed in December 2025. Form 990, Part VI, Line 15b Process to establish compensation of other employees SEE PART VI, LINE 15A EXPLANATION ABOVE. Form 990, Part VI, Line 19 Required documents available to the public FINANCIAL STATEMENTS, 990 FORMS AND ANNUAL REPORTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE, WWW.NYBG.ORG. FORM 990 IS ALSO AVAILABLE ON THIRD PARTY WEBSITES SUCH AS GUIDESTAR AND CHARITY NAVIGATOR. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE ORGANIZATION. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Loss on valuation of interest rate swaps - -400802; Other changes in net assets - 30; Total - -400772; NORTH CENTRAL BRONX REAL ESTATE LLC 2900 SOUTHERN BOULEVARD Bronx NY 10458 900924546 REAL ESTATE NY 204989 5950000 NEW YORK BOTANICAL GARDEN BEDFORD GARDEN BRONX LLC 2900 SOUTHERN BLVD BRONX NY 104585126 994227777 REAL ESTATE NY 0 11000000 NEW YORK BOTANICAL GARDEN THE LUESTHER T MERTZ LEGACY TRUST FOR THE NEW YORK BOTANICAL GARDEN 10 S DEARBORN St LL1-0111 CHICAGO IL 606032300 876339411 SUPPORT NYBG DE 501(c)(3) Type I NEW YORK BOTANICAL GARDEN true false false false false false false false false false false false false false false false false false false false