2025-06-27T13:18:25-05:00 2024-12-31 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2024-01-01 620627921 CHEEKWOOD BOTANICAL GARDEN AND MUSEUM OF ART CHEE 6153568000 1200 FORREST PARK DRIVE NASHVILLE TN 372054242 JANE O MACLEOD CEO 6153568000 2025-06-27 1 1 KEN YOUNGSTEAD P00320901 6152427351 2025-06-27 2024 2025-03-06 01:10:19Z JANE O MACLEOD 1200 FORREST PARK DRIVE NASHVILLE TN 372054242 56777341 0 X WWW.CHEEKWOOD.ORG X 1962 TN CHEEKWOOD'S MISSION IS TO CELEBRATE AND PRESERVE CHEEKWOOD AS A HISTORICAL LANDMARK WHERE BEAUTY AND EXCELLENCE IN ART AND HORTICULTURE NURTURE THE SPIRIT AND SERVE AS INSPIRATION FOR A DIVERSE AND BROAD AUDIENCE. CHEEKWOOD WILL BE A LOCALLY CELEBRATED AND NATIONALLY RECOGNIZED DESTINATION RENOWNED FOR ITS DISTINCTIVE BEAUTY, HISTORICAL SIGNIFICANCE, AND EXCELLENCE IN ART AND HORTICULTURE. 32 32 288 2119 1272543 65851 9340151 9203755 8419104 8027856 200398 2324912 488551 1187272 18448204 20743795 0 0 0 0 7248392 7988305 0 0 1197069 10292586 10759264 17540978 18747569 907226 1996226 58845548 60760969 4501270 3947645 54344278 56813324 X CHEEKWOOD'S MISSION IS TO CELEBRATE AND PRESERVE CHEEKWOOD AS A HISTORICAL LANDMARK WHERE BEAUTY AND EXCELLENCE IN ART AND HORTICULTURE NURTURE THE SPIRIT AND SERVE AS INSPIRATION FOR A DIVERSE AND BROAD AUDIENCE.CHEEKWOOD WILL BE A LOCALLY CELEBRATED AND NATIONALLY RECOGNIZED DESTINATION RENOWNED FOR ITS DISTINCTIVE BEAUTY, HISTORICAL SIGNIFICANCE, AND EXCELLENCE IN ART AND HORTICULTURE. 0 0 12955070 6599184 ART, EXHIBITIONS & PROGRAMS: CHEEKWOOD IS A LEADING CULTURAL DESTINATION FOR RESIDENTS OF MIDDLE TENNESSEE AND VISITORS TO NASHVILLE. WITH ITS INTACT AND PICTURESQUE VISTAS, CHEEKWOOD IS DISTINGUISHED AS ONE OF THE LEADING COUNTRY PLACE ERA ESTATES IN THE NATION. FORMERLY THE FAMILY HOME OF MABEL AND LESLIE CHEEK, THE 1930S ESTATE, WITH ITS 30,000-SQUARE-FOOT MANSION AND 55-ACRES OF GARDENS, TODAY SERVES THE PUBLIC AS A BOTANICAL GARDEN, ARBORETUM, AND ART MUSEUM WITH FURNISHED PERIOD ROOMS AND GALLERIES. IN 2024, CHEEKWOOD WAS ONE OF THE TOP FIVE HIGHEST ATTENDED CULTURAL INSTITUTIONS IN NASHVILLE. CHEEKWOOD WELCOMED MORE THAN 380,000 VISITORS IN 2024, REPRESENTING EVERY STATE AND THE DISTRICT OF COLUMBIA, 19 COUNTRIES, AND 504 TENNESSEE ZIP CODES. CHEEKWOOD IS LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES AND IS ACCREDITED BY THE AMERICAN ALLIANCE OF MUSEUMS, AN HONOR THAT DENOTES OPERATIONAL AND PROGRAMMATIC EXCELLENCE. CHEEKWOOD MAINTAINS PERMANENT ART COLLECTIONS FOCUSED ON AMERICAN ART FROM THE 18TH TO MID-20TH CENTURIES AS WELL AS MONUMENTAL OUTDOOR SCULPTURE. THE INSTITUTION ALSO HOSTS SIGNIFICANT TEMPORARY EXHIBITIONS AND INTERACTIVE EDUCATIONAL ACTIVITIES FOR PEOPLE OF ALL AGES TO COMPLEMENT THE PERMANENT AND TRAVELING EXHIBITIONS, BOTH IN CHEEKWOOD'S HISTORIC MANSION AND MUSEUM AS WELL AS ACROSS THE ESTATE GROUNDS. CHEEKWOOD ANNUALLY HOSTS AN ARTIST IN RESIDENCE PROGRAM AND INTERVENTIONS, FEATURING ART WITHIN THE HISTORIC PERIOD ROOMS OF THE MANSION. DURING 2024, CHEEKWOOD ALSO HOSTED THOMAS DAMBO'S TROLLS: SAVE THE HUMANS EXHIBITION, WITH SIX LARGE-SCALE TROLLS AND A MESSAGE OF SUSTAINABILITY. PUBLIC PROGRAMS FEATURE ART ACTIVITIES AND CLASSES, WORKSHOPS, LECTURES, STORY TIME, YOUTH SUMMER CAMPS, AND LIVE MUSIC AND DANCE PERFORMANCES. CHEEKWOOD ANNUALLY HOSTS FOUR CULTURAL CELEBRATIONS: EL DIA DE LOS MUERTOS, THE BLACK ARTS BASH, JAPANESE MOON VIEWING, AND THE HOLI CELEBRATION. ADDITIONALLY, EACH YEAR, THOUSANDS OF STUDENTS AND EDUCATORS PARTICIPATE IN FREE SCHOOL AND FAMILY FIELD TRIPS UNDER THE DESTINATION CHEEKWOOD PROGRAM. THE CHEEKWOOD GROWS! KITCHEN GARDEN PROVIDES STUDENTS WITH HANDS-ON PLANTING AND HARVESTING EXPERIENCES. CHEEKWOOD ALSO REACHES OUT INTO THE COMMUNITY THROUGH CHEEKWOOD ON THE ROAD AND THE HEAD START TOTS PROGRAM. CHEEKWOOD PROVIDES MULTIPLE FREE ADMISSION PROGRAMS AND IS CONTINUALLY DEVELOPING INITIATIVES TO BROADEN ITS PRESENCE AND IMPACT ON THE GREATER COMMUNITY. GARDENS: CHEEKWOOD'S PICTURESQUE LANDSCAPE SERVES AS A CANVAS FOR THE DISPLAY OF OUTDOOR CONTEMPORARY ART, OFFERING A UNIQUE EXPERIENCE THAT ENSURES THE HISTORIC ESTATE'S VIBRANCY AND RELEVANCE. CHEEKWOOD IS A THREE-TIME USA TODAY TOP TEN BOTANICAL GARDEN AND IS AN HISTORIC LANDSCAPE DESIGNED BY FAMED ARCHITECT BRYANT FLEMING AS WELL AS ACRES OF WOODLANDS, PONDS AND WATERWAYS, PASTORAL MEADOWS, AND 13 UNIQUE DISPLAY GARDENS. GARDENS INCLUDE THE JAPANESE GARDEN; A ONE-AND-A-HALF-MILE WOODLAND SCULPTURE TRAIL; AND HERB, PERENNIAL, AND BOXWOOD GARDENS, AMONG OTHERS. THE CHILDREN'S GARDEN FOCUSES ON FAMILY PROGRAMMING, INCLUDING THE LITERARY, PERFORMING, AND VISUAL ARTS AND FEATURES A TURTLE HABITAT, STUDIO AND PERFORMANCE PAVILIONS, AND ADVENTURE PATHS. WITH MORE THAN 2,100 TREES ON THE PROPERTY, CHEEKWOOD HAS GARNERED NATIONAL ACCLAIM AS AN ARBNET LEVEL II ACCREDITED ARBORETUM AND A TENNESSEE URBAN FORESTRY COUNCIL CENTER OF EXCELLENCE. CHEEKWOOD'S THREE PRIMARY TREE COLLECTIONS INCLUDE THE NATIONALLY ACCREDITED CORNUS COLLECTION, THE HISTORIC COLLECTION, AND TREES NATIVE TO THE SOUTHEASTERN UNITED STATES. OTHER PLANT COLLECTIONS INCLUDE DAYLILIES, IRIS, NATIVES, DAFFODILS, FERNS, HERBS, HYDRANGEAS, MAGNOLIAS, REDBUDS, ROSES, AND HISTORIC BOXWOODS. CHEEKWOOD'S CONTINUAL ENHANCEMENTS OF ITS GARDENS INCLUDE SIGNIFICANT ENRICHMENTS TO THE PLANT COLLECTIONS AND NEW PATHWAYS AND LIGHTING TO MAKE THE HISTORIC GROUNDS MORE ACCESSIBLE. IN 2024, CHEEKWOOD COMPLETED THE RESTORATION OF ITS PETITE SWAN GARDEN TO RESTORE THE GARDEN TO ITS 1930 ORIGINS. THROUGH ITS FOUR SEASONAL FESTIVALS, CHEEKWOOD OFFERS YEAR-ROUND GARDEN DISPLAYS, RELATED PUBLIC PROGRAMS, EDUCATIONAL OPPORTUNITIES, AND LIVE PERFORMANCES. DURING SPRING'S CHEEKWOOD IN BLOOM, A RADIANT DISPLAY OF AZALEAS, DOGWOODS AND MORE THAN A QUARTER MILLION TULIPS, HYACINTHS, AND DAFFODILS DELIGHTS VISITORS. SUMMERTIME AT CHEEKWOOD SHOWCASES ART AND GARDEN EXHIBITIONS AND THEMED DISPLAYS OF ANNUAL FLOWERS. THURSDAY NIGHTS OUT AND THE UNDER THE STARS CONCERT SERIES PROVIDE EVENING SUMMERTIME PROGRAMMING, INCLUDING MUSICAL PERFORMANCES. CHEEKWOOD HARVEST OFFERS A PUMPKIN VILLAGE WITH THREE PUMPKIN HOUSES, A COMMUNITY SCARECROW SHOW, AND THOUSANDS OF PUMPKINS AND CHRYSANTHEMUMS SPREAD ACROSS THE GROUNDS. WINTER ACTIVITIES INCLUDE HOLIDAY LIGHTS, A NASHVILLE HOLIDAY TRADITION, AND ONE OF CHEEKWOOD'S MOST POPULAR EVENTS. THE EVER-EXPANDING SPECTACULAR DISPLAY INCLUDES MORE THAN 1 MILLION LIGHTS ALONG A ONE-MILE BARRIER FREE PATH. IN THE 2024 SEASON, THE MANSION ROOMS WERE FILLED WITH HOLIDAY DECORATIONS DESIGNED BY FORMER CHIEF WHITE HOUSE FLORIST, LAURA DOWLING. ALSO DURING THE WINTER, CHEEKWOOD HOSTS AN ANNUAL ORCHID SHOW AND A WINTER CONCERT SERIES. HISTORY: CHEEKWOOD IS ONE OF NASHVILLE'S MOST UNIQUE AND BELOVED INSTITUTIONS. THE HISTORIC MANSION IS RECOGNIZED, TOGETHER WITH ITS LANDSCAPE, AS ONE OF THE FINEST EXAMPLES OF AN AMERICAN COUNTRY PLACE ERA ESTATE IN THE NATION. THE HISTORIC MANSION AND MUSEUM FEATURES PERIOD ROOMS WHICH REFLECT THE 1930S ERA OF ITS ORIGINS AS WELL AS GALLERY ROOMS FOR THE DISPLAY OF TEMPORARY ART EXHIBITIONS AS WELL AS SELECTIONS FROM THE CHEEKWOOD PERMANENT ART COLLECTIONS. THE HISTORY OF THE CHEEKWOOD MANSION IS BROUGHT TO LIFE THROUGH INTERPRETATION, PUBLIC PROGRAMMING, AND EXHIBITIONS INFORMED AND INSPIRED BY THIS UNIQUE HISTORIC ASSET IN NASHVILLE. EXHIBITION MATERIALS ALSO HIGHLIGHT THE CHEEK FAMILY HISTORY AND THE HISTORICAL CONNECTION BETWEEN CHEEKWOOD AND MAXWELL HOUSE COFFEE. CHEEKWOOD'S FRIST LEARNING CENTER CONTAINS MEETING ROOMS AND ART STUDIOS AS WELL AS HISTORICAL INTERPRETATION OF THE HORSE STABLE AND TACK ROOM USED BY THE CHEEK FAMILY DURING THEIR TIME ON THE ESTATE. 2334557 1836507 RESTAURANT, RENTALS & GIFT SHOP: CHEEKWOOD IS A TOP NASHVILLE EVENT DESTINATION, OFFERING THE HISTORIC ESTATE FOR HOSTING EVENTS ON THE GROUNDS. CHEEKWOOD OFFERS WEDDINGS, RECEPTIONS, CORPORATE DINNERS, FAMILY OUTINGS AND MEETINGS SET AMIDST THE GARDENS, EXPANSIVE VISTAS, AND HISTORIC BUILDINGS OF THE BEAUTIFUL CAMPUS. ADDITIONALLY, CHEEKWOOD OFFERS VISITOR AMENITIES SUCH AS CAFE 29, AND TWO GIFT SHOPS (MANSION & GARDEN), WHICH PROVIDE VISITORS AN OPPORTUNITY TO ENJOY FOOD AND BEVERAGES DURING THEIR VISIT AND TAKE AWAY GARDEN AND MUSEUM-INSPIRED SOUVENIRS OF THEIR EXPERIENCE. 15289627 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 167 0 1 288 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 32 32 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 TN X X X DANIEL MILLER 6153536959 CHEEKWOOD 1200 FORREST PARK DRIVE NASHVILLE TN 372054242 RONALD ROBERTS BOARD CHAIR 2.00 X X 0 0 0 MATT KISBER VICE CHAIR 1.00 X X 0 0 0 JOSH TRUSLEY BOARD TREASURER 1.00 X X 0 0 0 VICKI MCCLUGGAGE BOARD SECRETARY 1.00 X X 0 0 0 SETH BERNSTEIN BOARD MEMBER 1.00 X 0 0 0 CLAY BLEVINS BOARD MEMBER 1.00 X 0 0 0 MARTIN BROWN JR BOARD MEMBER 1.00 X 0 0 0 KATE BURKE BOARD MEMBER 1.00 X 0 0 0 LUCIE CAMMACK BOARD MEMBER 1.00 X 0 0 0 SHERRI NEAL CROWLEY BOARD MEMBER 1.00 X 0 0 0 KATIE CRUMBO BOARD MEMBER 1.00 X 0 0 0 DAVID K CURTIS BOARD MEMBER 1.00 X 0 0 0 LISA DEBARTOLO BOARD MEMBER 1.00 X 0 0 0 JAY DEMARCUS BOARD MEMBER 1.00 X 0 0 0 MARY TAYLOR GALLAGHER BOARD MEMBER 1.00 X 0 0 0 ALBERTO R GONZALES BOARD MEMBER 1.00 X 0 0 0 CARL T HALEY JR BOARD MEMBER 1.00 X 0 0 0 MIKE D JOHNSON BOARD MEMBER 1.00 X 0 0 0 LARRY KEELE BOARD MEMBER 1.00 X 0 0 0 LISA KRANC BOARD MEMBER 1.00 X 0 0 0 NEIL KRUGMAN BOARD MEMBER 1.00 X 0 0 0 HAL LAWTON BOARD MEMBER 1.00 X 0 0 0 ROBERT LIPMAN BOARD MEMBER 1.00 X 0 0 0 DEE PATEL BOARD MEMBER 1.00 X 0 0 0 SAM PATEL BOARD MEMBER 1.00 X 0 0 0 DEBORAH K PITTS BOARD MEMBER 1.00 X 0 0 0 BEN L RECHTER BOARD MEMBER 1.00 X 0 0 0 BARRY STOWE BOARD MEMBER 1.00 X 0 0 0 MIMI VAUGHN BOARD MEMBER 1.00 X 0 0 0 CAMERON WELLS BOARD MEMBER 1.00 X 0 0 0 LINDE WILSON BOARD MEMBER 1.00 X 0 0 0 RYAN MCLAUGHLIN WOOD BOARD MEMBER 1.00 X 0 0 0 JANE MACLEOD PRESIDENT & CEO 50.00 X 497426 0 17175 DANIEL MILLER CHIEF FINANCIAL OFFICER 50.00 X 207209 0 19419 ELIZABETH MURDOCK CHIEF OPERATING OFFICER 50.00 X 188801 0 13542 PETER GRIMALDI VP OF GARDENS & FACILITIES 50.00 X 157160 0 19273 SARAH SPERLING VP OF MUSEUM AFFAIRS 50.00 X 112000 0 11047 PENNY BRUCKSE VP OF HUMAN RESOURCES 50.00 X 111850 0 17317 NATHALIE LAVINE VP OF EDUCATION & OUTREACH 50.00 X 117826 0 11348 1392272 0 109121 7 0 1 0 ADAMS AND REESE LLP 701 POYDRAS STREET SUITE 4500 NEW ORLEANS LA 70139 LEGAL SERVICES 563269 OUTDOOR LIGHTING PERSPECTIVES LLC 2215 DUNN AVENUE SUITE B NASHVILLE TN 37211 INSTALLATION 494763 LATERAL HAZARD LLC DBA TENNESSWEET FOOD 3656 TROUSDALE DRIVE SUITE 103 NASHVILLE TN 37204 CATERING 118902 BRADFIELD COMPANY LLC DBA BRADFIELD STAG 620-A DAVIDSON STREET NASHVILLE TN 37213 LIGHTING RENTAL 117850 QUEST EVENTS LLC 2591 DALLAS PARKWAY SUITE 201 FRISCO TX 75034 DRAPING 101480 5 1917644 1739164 268175 5278772 49600 9203755 ADMISSION FEES 900099 5676178 5676178 FOOD & GIFT SALES 900099 2073465 1708044 365421 EDUCATIONAL PROGRAMS 900099 278213 278213 8027856 692663 692663 1885222 849637 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74285 74285 18747569 PART III, LINE 1A: IN ACCORDANCE WITH PROFESSIONAL STANDARDS, ART OBJECTS ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE CHEEKWOOD'S INCEPTION ARE NOT VALUED IN STATEMENTS OF FINANCIAL POSITION. THE COST OF SUCH OBJECTS PURCHASED ARE REFLECTED AS PROGRAM EXPENSES AND TREATED AS A DECREASE IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS DECREASES IN NET ASSETS WITH DONOR RESTRICTIONS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. THE VALUE OF COLLECTION ITEMS CONTRIBUTED BY DONORS IS NOT RECORDED IN THE FINANCIAL STATEMENTS BUT IS DISCLOSED AT ESTIMATED FAIR VALUE AS A NON-CASH ACTIVITY IN THE STATEMENT OF CASH FLOWS. PROCEEDS FROM THE SALE OF ANY DEACCESSIONED ITEMS ARE CLASSIFIED AS NET ASSETS WITH DONOR RESTRICTIONS, TO BE APPLIED TOWARD FUTURE ACQUISITIONS OF NEW COLLECTION ITEMS OR THE DIRECT CARE OF THE COLLECTION. DIRECT CARE OF THE COLLECTION EXPENDITURES INCLUDE THOSE THAT ENHANCES THE LIFE, USEFULNESS OR QUALITY OF THE COLLECTION. TO QUALIFY AS DIRECT CARE, AN EXPENDITURE MUST: BE A STRATEGIC INVESTMENT CONSISTENT WITH RESPONSIBLE FISCAL PLANNING AND ADEQUATE PLANNING FOR COLLECTIONS; BE AN EXPENSE NOT NORMALLY CONSIDERED PART OF THE REGULAR OPERATING BUDGET; MAKE A PHYSICAL OR IMMEDIATE IMPACT ON OBJECT(S) THAT INCREASES OR RESTORES ITS CULTURAL OR SCIENTIFIC VALUE, THUS PROLONGING ITS LIFE AND USEFULNESS. PART III, LINE 4: THE COLLECTIONS AT CHEEKWOOD CONSIST OF A WIDE RANGE OF MEDIA WITH SPECIAL EMPHASIS ON AMERICAN ART FROM THE CENTENNIAL (1890 TO 1945) AND CONTEMPORARY OUTDOOR SCULPTURE. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THE SALE TO BE USED TO AQUIRE OTHER ITEMS FOR THE COLLECTION OR USES THAT DIRECTLY SUPPORT PRESERVATION OF THE COLLECTION. PART V, LINE 4: THE BOARD DESIGNATED ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR THE GENERAL OPERATIONS OF CHEEKWOOD BOTANICAL GARDEN AND MUSEUM OF ART. THE RESTRICTED ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR MAINTAINING THE BOTANICAL COLLECTIONS AND GARDENS (INCLUDING THE BURR GARDEN, DAFFODIL GARDEN, HERB GARDEN, HOWE GARDEN, JAPANESE GARDEN, WILLS GARDEN, CHILDREN'S GARDEN AND COLOR GARDEN), MARTIN SHALLENBERGER ARTIST-IN-RESIDENCE, SCULPTURE TRAIL, GREENHOUSES, PUBLIC LECTURES, EDUCATIONAL PROGRAMMING, DEVELOPMENT, AND HISTORIC ROOM RESTORATION AND CAPITALIZATION IMPROVEMENTS. PART X, LINE 2: MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING CHEEKWOOD'S INCOME TAX RETURNS TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE ARE NO PROVISIONS FOR INCOME TAXES, PENALTIES OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 1,781,994. RENTAL EXPENSES 849,637. COST OF SALES - FOOD & GIFT SALES 33,406. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 1,781,994. RENTAL EXPENSES 849,637. COST OF SALES - FOOD & GIFT SALES 33,406. ROUNDING -1. SWAN BALL 3148425 1564217 1584208 660707 1421090 UNDER THE STARS CONCERT EVENTS 432439 118500 313939 320900 1 107896 56447 51449 40005 3688760 1739164 1949596 660707 1781995 2442702 -493106 X 0 0 0 0 0 0 0 1 0 JANE MACLEOD PRESIDENT & CEO 360026 0 137400 0 0 0 11416 0 5759 0 514601 0 0 0 DANIEL MILLER CHIEF FINANCIAL OFFICER 172862 0 34347 0 0 0 9612 0 9807 0 226628 0 0 0 ELIZABETH MURDOCK CHIEF OPERATING OFFICER 164801 0 24000 0 0 0 7838 0 5704 0 202343 0 0 0 PETER GRIMALDI VP OF GARDENS & FACILITIES 130700 0 26460 0 0 0 8180 0 11093 0 176433 0 0 0 PART I, LINE 7 THE GOVERNANCE AND COMPENSATION COMMITTEE VOTES ON A DISCRETIONARY BONUS FOR THE PRESIDENT AND CEO AND KEY EMPLOYEES. ROBERT LIPMAN BOARD MEMBER 125711 CATERING SERVICES 0 X 13 49600 COST OF DONATED FOOD 0 0 0 PART I, COLUMN (B): COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF THE BOARD HOLDS A SPECIFIC MEETING TO REVIEW THE AUDITED FINANCIAL STATEMEAND AND FORM 990 BEFORE IT IS FILED. THE COMPLETE FORM 990 IS PROVIDED TO THE FULL BOARD OF TRUSTEES BEFORE THE FORM IS FILED. FORM 990, PART VI, SECTION B, LINE 12C MANAGEMENT REVIEWS ALL OF CHEEKWOOD'S POLICIES ON AT LEAST AN ANNUAL BASIS. ADDITIONALLY, CERTAIN POLICIES ARE ANNUALLY REVIEWED WITH THE EXECUTIVE COMMITTEE (SUCH AS THE CONFLICT OF INTEREST POLICY). THE POLICY STATES: ALL PERSONNEL MUST REFRAIN FROM ANY PRIVATE BUSINESS OR PERSONAL OR PROFESSIONAL ACTIVITY THAT WOULD BE OR APPEAR TO BE IN CONFLICT WITH THE INTERESTS OF CHEEKWOOD, OR WHICH WOULD OTHERWISE APPEAR LIKELY TO AFFECT ADVERSELY THE CONFIDENCE OF THE PUBLIC IN CHEEKWOOD'S INTEGRITY. ACTIVITIES THAT PRESENT A POTENTIAL CONFLICT OF INTEREST SHOULD NOT BE PURSUED WITHOUT FULL DISCLOSURE TO AND APPROVAL BY THE PRESIDENT/CEO. ALL STAFF MUST SIGN THE POLICY HANDBOOK ACKNOWLEDGING THIS POLICY. THE EXECUTIVE STAFF CONSISTENTLY MONITORS AND WILL REVIEW ANY EMPLOYEE ISSUE THAT MAY ARISE REGARDING THIS POLICY, WHILE THE EXECUTIVE COMMITTEE REVIEWS ANY ISSUE WITH RESPECT TO UPPER MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 15A THE GOVERNANCE AND COMPENSATION COMMITTEE OF THE BOARD REVIEWS AND SETS THE PRESIDENT/CEO'S COMPENSATION PACKAGE USING COMPARABLES AND SUBSTANTIATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON GIVINGMATTERS.ORG. FORM 990 IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS REGARDING THE FINANCIAL STATEMENTS AND INDEPENDENT AUDIT FIRM.