2026-06-08T20:40:00-05:00 2025-06-30 620428728 REYNOLDS BONE & GRIESBECK PLC 5100 WHEELIS DRIVE SUITE 300 MEMPHIS TN 381174568 990 2024-07-01 237159172 MEMPHIS BOTANIC GARDEN FOUNDATION INC MEMP 9016364104 750 CHERRY ROAD MEMPHIS TN 38117 MARYLYNN MACK EXECUTIVE DIRECTOR 9016364104 2026-06-08 1 0 KELLY S CROW P01519168 9016822431 2026-06-08 2024 2025-03-06 01:10:19Z MARYLYNN MACK 750 CHERRY ROAD MEMPHIS TN 38117 10190906 0 X WWW.MEMBG.ORG X 1953 TN THE MEMPHIS BOTANIC GARDEN EXISTS TO ENHANCE LIVES BY CONNECTING PEOPLE WITH NATURE TO INCREASE AWARENESS AND APPRECIATION OF OUR ENVIRONMENT. 22 22 70 650 -568753 0 4779419 3583755 292995 371431 177649 381300 744922 430489 5994985 4766975 0 0 0 0 2663333 2749048 0 0 222523 4500354 1634316 7163687 4383364 -1168702 383611 16520346 18400953 3051350 4047922 13468996 14353031 SEE SCHEDULE O 0 0 3038705 1716226 THE MEMPHIS BOTANIC GARDEN FOUNDATION, INC. SUPPORTS THE MUNICIPALLY OWNED MEMPHIS BOTANIC GARDEN BY FUNDING CAPITAL IMPROVEMENTS, EDUCATIONAL PROGRAMS, ADMINISTRATIVE SUPPORT, AND OTHER ACTIVITIES. 3038705 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 149 0 1 70 1 1 1 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 TN X AMY KEITH 9016364104 750 CHERRY ROAD MEMPHIS TN 38117 DAVID SCULLY PRESIDENT 1.00 X 0 0 0 NICK GOETZE VICE PRESIDENT 1.00 X 0 0 0 SCOTT ADAMS TREASURER 1.00 X 0 0 0 SHIRLEY FORD ASSISTANT TREASURER 1.00 X 0 0 0 TIFFANEE WADE-HENDERSON SECRETARY 1.00 X 0 0 0 ALEX CANALE SUCCESSION PLANNING COMMITTEE 1.00 X 0 0 0 KIMBERLY MACQUEEN PAST PRESIDENT 1.00 X 0 0 0 RICHARD SPORE GENERAL COUNSEL 1.00 X 0 0 0 JAKE ADAMS DIRECTOR 1.00 X 0 0 0 MARCHA ALLEN DIRECTOR 1.00 X 0 0 0 TRACY BRIGHTMAN DIRECTOR 1.00 X 0 0 0 GWEN CAMPBELL DIRECTOR 1.00 X 0 0 0 DIANE CHAMBLISS DIRECTOR 1.00 X 0 0 0 ELIZABETH COORS DIRECTOR 1.00 X 0 0 0 KRISTI GOLDSMITH DIRECTOR 1.00 X 0 0 0 LAURA LINDER DIRECTOR 1.00 X 0 0 0 LINDA MALLORY DIRECTOR 1.00 X 0 0 0 SUSAN MCCLOY DIRECTOR 1.00 X 0 0 0 GRACE SHARPLEY DIRECTOR 1.00 X 0 0 0 SEHRISH SIDDIQUI DIRECTOR 1.00 X 0 0 0 JENNIFER SINK DIRECTOR 1.00 X 0 0 0 ALEXANDRA WILLIS BODDIE DIRECTOR 1.00 X 0 0 0 MARYLYNN MACK EXECUTIVE DIRECTOR 40.00 X 74443 0 1129 MARY HELEN BUTLER ASSISTANT DIRECTOR 40.00 X 97416 0 1070 AMY KEITH FINANCE DIRECTOR 40.00 X 50381 0 0 SHERRY MAY CO-DIRECTOR OF LIVE AT GARDEN 40.00 X 158922 0 10939 JAMISON TOTTEN DIRECTOR OF LIVE AT GARDEN 40.00 X 135363 0 11361 DANIEL GROSE DIRECTOR OF HORTICULTURE 40.00 X 117496 0 5573 MICHAEL STRICKLAND DIRECTOR OF RENTALS 40.00 X 101568 0 5715 735589 0 35787 4 0 1 0 H & L EVENT SERVICES SOUTH BIGHAM COVE MUNFORD TN 38058 SECURITY 291346 JDF CONSTURCTION LLC 3448 TUTWILER AVENUE MEMPHIS TN 38122 CONSTRUCTION SERVICES 116150 2 1269092 900951 153737 1259975 471137 3583755 EDUCATION FEES 611710 371431 371431 371431 318964 318964 1543445 433102 1110343 1110343 889927 220416 161759 2400 101823 0 59936 2400 62336 62336 3742562 900951 4814948 -1072386 -789169 -283217 466590 74058 392532 392532 4766975 1716226 -568753 35747 234958 141477 40811 52670 2168499 1655099 513400 16661 12219 3772 670 143291 109686 33605 185639 150649 32008 2982 72906 72906 40133 37014 3119 338859 273070 65789 620365 367387 99720 153258 35302 11002 23002 1298 60087 55337 4750 44577 44577 BANK AND CREDIT CARD FE 116254 2480 105382 8392 REPAIRS AND MAINTENANCE 94687 89400 5287 CAPITAL IMPROVEMENTS 74346 74346 SPECIAL EVENTS 51203 51703 -425 -75 85597 44850 40538 209 4383364 3038705 1122136 222523 2327097 4592061 1827563 857800 53964 154136 17942 23340 147228 138958 10870037 5915145 5240138 4954892 6906414 7679766 16520346 18400953 368684 540483 2682666 3507439 3051350 4047922 X 7696351 11557606 5772645 2795425 13468996 14353031 16520346 18400953 383611 500424 0 X X 0 1 X 1 1 1 X 3726996 6434058 5630283 4779419 3583755 24154511 139994 385485 487833 702556 763963 2479831 3866990 6819543 6118116 5481975 4347718 26634342 653000 585000 30000 5000 45000 1318000 0 653000 585000 30000 5000 45000 1318000 25316342 511276 726612 978569 1145546 1268826 4630829 511276 726612 978569 1145546 1268826 4630829 -305400 -355352 -466433 -568753 -1695938 214625 161031 37227 -166093 -283217 -36427 4592891 7401786 6778560 5994995 4764574 29532806 0.85720 0.85920 0.15680 0.12210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 4360045 526480 161759 26875 4697891 3940207 199839 444079 200333 23747 4360045 3633818 220355 294125 186700 21391 3940207 3144487 1100000 -440805 151635 18229 3633818 2427786 300000 538199 115241 6257 3144487 1.00000 1 0 10121264 5391191 4730073 748773 523954 224819 4954892 ASSETS HELD AT COMMUNITY FOUNDATION 7679766 F 7679766 X 10516601 500424 5322108 5822532 4694069 72906 72906 4766975 9369023 5322108 5322108 4046915 72906 263543 336449 4383364 PART III, LINE 1A: IN CONFORMITY WITH THE PRACTICE OF MANY NOT-FOR-PROFIT ORGANIZATIONS, ITEMS DONATED FOR USE IN THE PERMANENT OR TEACHING COLLECTIONS OF THE FOUNDATION ARE NOT INCLUDED IN THE STATEMENT OF FINANCIAL POSITION OR STATEMENT OF ACTIVITIES. PART III, LINE 4: SCULPTURES ARE DISPLAYED TO ENGAGE, ENRICH, AND TRANSFORM THE PUBLIC'S EXPOSURE BY PRESENTING AND ENCOURAGING ARTISTIC ENDEAVORS. PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF THREE INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE BOARD OF TRUSTEES OF THE FOUNDATION HAS INTERPRETED THE STATE PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT ("SPMIFA") AS REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, THE FOUNDATION CLASSIFIES AS NET ASSETS WITH DONEOR RESTRICITIONS IN PERPETUITY (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR-RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED IN NET ASSETS WITH DONOR RESTRICTIONS IN PERPETUITY IS CLASSIFIED AS BOARD DESIGNATED NET ASSETS WITHOUT DONOR RESTRICTIONS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE FOUNDATION IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY SPMIFA. THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSTES. AT JUNE 30, 2024, ALL OF THE ENDOWMENT FUNDS ARE INVESTED IN THE COMMUNITY FOUNDATION. PART X, LINE 2: IN ACCORDANCE WITH U.S. GAAP, IF APPLICABLE, MEMPHIS BOTANIC GARDEN FOUNDATION RECOGNIZES INTEREST EXPENSE AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS AS INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. NO AMOUNTS HAVE BEEN RECOGNIZED IN OPERATING EXPENSES FOR THE YEAR ENDED JUNE 30, 2024. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 433,102. SPECIAL EVENT EXPENSE 4,814,948. COST OF GOODS SOLD 74,058. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 433,102. SPECIAL EVENT EXPENSE 4,814,948. COST OF GOODS SOLD 74,058. PART XII, LINE 4B - OTHER ADJUSTMENTS: BUILDING DEPRECIAITON EXPENSE 263,543. LIVE AT THE GARDEN CONCERT SERIES 3997015 659381 3337634 4126803 3997015 659381 3337634 4126803 4126803 -789169 X 0 0 0 0 0 0 0 0 0 SHERRY MAY CO-DIRECTOR OF LIVE AT GARDEN 98922 0 60000 0 0 0 0 0 10939 0 169861 0 0 0 X ADVERTISEMENT 23 244600 FMV X LIVE AT THE GARDEN 4 168140 FMV X SHIPPING 1 30000 FMV X INSTALLATION 1 25897 FMV X SUPPLIES 1 2500 FMV 0 0 0 FORM 990, PART III, LINE I THE 96-ACRE MEMPHIS BOTANIC GARDEN PROVIDES AN URBAN OASIS IN THE HEART OF MEMPHIS WITH OVER 26 DIFFERENT DISPLAY GARDENS AND PLANT COLLECTIONS, ITS DIVERSITY PROVIDES THE COMMUNITY WITH YEAR-ROUND RECREATION, ENVIRONMENTAL EDUCATION, TRANQUILITY, AND NATURAL BEAUTY. THE GARDEN, WHICH IS THE ONLY PUBLIC BOTANIC GARDEN WITHIN A 200-MILE RADIUS, IS OPEN DAILY AND OFFERS FREE MEMBERSHIPS TO UNDERSERVED POPULATIONS TO ENSURE ACCESSIBILITY TO ALL. THE MEMPHIS BOTANIC GARDEN ANNUALLY SERVES IN EXCESS OF 200,000 PEOPLE OF THE REGION, BOTH IN THE GARDEN AND IN THE CLASSROOM. THE PROGRAMS INCLUDE ADULT EDUCATION, YOUTH EDUCATION AND PUBLIC PROGRAMS. FORM 990, PART VI, SECTION B, LINE 11B FORMS 990 AND 990-T ARE REVIEWED WITH THE FINANCE COMMITTEE AND THE EXECUTIVE COMMITTEE. A SUMMARY OF THEIR CONTENTS IS RELATED TO THE ENTIRE BOARD OF DIRECTORS AFTER FORM 990 HAS BEEN FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY: (1) DISCUSSING THE POLICY INITIALLY WITH BOARD OF DIRECTOR CANDIDATES PRIOR TO BEING NOMINATED TO THE BOARD; AND (2) REVIEWING THE POLICY ANNUALLY WITH EACH BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS, COMPARABILITY DATA IS DERIVED FROM THE ANNUAL AMERICAN PUBLIC GARDENS ASSOCIATION COMPENSATION SURVEY. COMPENSATION FOR THE REMAINDER OF THE STAFF IS DETERMINED BY THE EXECUTIVE DIRECTOR ALSO USING THE APGA SURVEY AS A BENCHMARK. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE EXECUTIVE COMMITTEE OF THE BOTANIC GARDEN'S BOARD OF DIRECTORS IS RESPONSIBLE FOR SELECTING THE AUDITOR AND OVERSEEING THE AUDIT PROCESS. THEY ARE ALSO RESPONSIBLE FOR REVIEWING THE AUDITED FINANCIAL STATEMENTS AND THE FEDERAL FORM 990 BEFORE FINAL SUBMISSION. THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.