Annual ReportM A R C H 1 , 2 0 1 3 – F E B R U A R Y 2 8 , 2 0 1 4

Bernheim has much to offer our visitors and surrounding communities year after year, but 2013-14 was a particularly productive year focusing on our mission of “Connecting People with Nature.” Just a few of the highlights from this fiscal year are presented here. For more information follow Bernheim on our website and facebook site.

EARTH MEASURE:     A beautiful and imposing limestone sculpture in a meadow landscape honors Barry Bingham, Jr.’s life, philanthropy and long time involvement with the Bernheim Board of Trustees.  Earth Measure is literally the translation of the Latin word geometria, to measure the earth. This large ecologically  acoustic piece by Louisville sculptor Matt Weir was designed as huge geometric shapes which were inspired by a satellite telecommunications dish and the lens of a camera. Earth Measure is quickly becoming an iconic setting for photography and a gateway in to the trails through the Big Prairie.

ELM LICK TRAIL OPENING: A new 5 mile trail opened to great enthusiasm by visitors. Hikers had requested a mid-length trail, so Bernheim staff crafted this trail that wanders from higher elevations and drier habitats, to moist valley stream sides. The canopy of tall Tulip Poplars, Oaks and Beech provide a shady hike for most of the 5 miles.

CHILDREN AT PLAY INITIATIVE: (PNC Grow Up Great grant): This three year program investigates the value of children returning to natural play. Natural play is non-structured play, often in more natural areas such as woodlands where children’s imaginations and social interactions determine the course of activities and investigations. The Children at Play Initiative brings together local, regional, national and international leaders in natural play to discuss the science behind the movement and to investigate design and facilitation opportunities that could be incorporated throughout our community.

NEW PROGRAMS: Expanded education opportunities included: new Forest Fitness programs like tai chi, boot camp, yogalates, and yoga; a weeklong summer camp for children of Gilda’s Club of Louisville, a cancer-support organization. An increase in guided Fire Tower tours welcomed over 3,000 visitors to climb the historic structure – an increase of over 200% from the previous year!

1502

$50,000 AND ABOVEThe Gheens Foundation, Inc.Henry Heuser, Jr.

$20,000-$49,999Brown-Forman Austin and Janie MusselmanJim Beam BrandsThe Estate of Joseph M. SpaldingThe UPS Foundation

$10,000 - $19,999Edie BinghamIna Brown BondJon and Mimi BurnhamMargy and Preston Thomas

$5,000-$9,999Tom and Jody BlockMarshall Eldred and Andree’

MondorAnn Marie Elpers and Roger CrewsPublishers Printing CompanyJohn and Jeanette SpaldingWilson & Muir Bank and Trust

Company

$1,000-$4,999Edwin and Richard Ahrens

Margaret BallardTerrian BarnesHubert Bernheim and Ruth

CarmichaelBest Buy Co., Inc.Barret and Laurie BirnsteelBrad and Carla Sue BroeckerLaura Lee Brown and Steve WilsonJim and Pitsy BurenRobert and Connie FischerFlaget Memorial HospitalSandra Anne FrazierThe Gardner Foundation, Inc.GE FoundationLyle and Linda GrahamEdith Grigsby Trust for the ElderlySusan Hamilton and Edwin KrebsDavid and Karen HandmakerHelen L. HeddensClaudia V. HennessyTom HenrionRobert and Joann HillFrank and Kris HowerDaniel and Lisa JonesSarah K. JonesKyana RunningCheryl LanhamPhilip and Debra LichtenfelsFrank and Jo Ann Luecke

Middlebury CollegeGeorge R. MillerPenelope MortonIn Memory of Sandra MuenksJames and Sondra O’DellPadgett, Inc.David PikeDale and Patricia RalstonJeff Robards Construction Inc.Al ShandsShepherdsville-Bullitt County Tourist

CommissionJudah and Arlene SkolnickJohn Clay and Charlotte StitesStock Yards Bank & TrustMary Ellen and Richard StottmannJohn and Alice TianoJames and Marianne WelchFrank and Bridgett Wilson

$500-$999Porter Watkins and George Bailey Jay and Cara BaribeauPhillip and Phyllis BillsAllen Bush and Rose CooperAlfonso and Patricia CerveraLaurie DieboldEco-Tech Consultants Inc.Barbara Ferguson

Jean W. FrazierSarah Fritschner and John RottJeff and Jennifer HarveyDenny and Laurie HowellKim Huston and Mike ShererGwen HutchisonForrest and Mary Julia KuhnChristopher and Emily MarloweKurt D. MasonCharles and Sally MoyerIn Memory of Phil MuenksAndrea and John NeichterTheodore and Mary NixonRick and Mona PowellHaylee Ralston and Connor HillLinda P. RossJ. Frank Schmidt IIIBill and Sandy SchreiberJodie SherlockRoger and Diane ShottMartha and Mark SlaughterJack H. Smith IIIBeverly SmithVernon M. and Peggy T. SmithGeorge and Nancy StableinFranklin and Noell StarksKing and Dace StubbsRobert and Ann Early SutherlandRobert and Carol Thrush

Thank you for supporting BernheimTHESE GIFTS WERE RECEIVED BETWEEN MARCH 1, 2013 - FEBRUARY 28, 2014

NATURE-BASED FIELD TRIPS: Over 3600 Pre-K to 12 students visited Bernheim on field trips from public, private, and home schools. To meet the needs of teachers and students, field trip programs were aligned with Next Generation Science Standards and field trip leader training was established, allowing Volunteer Naturalists to lead school programs.

EDIBLE GARDEN CONSTRUCTION: A new garden to grow edible fruits, nuts and vegetables is nearing completion, with an anticipated opening in the spring of 2014. This garden is being designed to meet the criteria of the Living Building Challenge - new regenerative design criteria.

RENOVATION AND RESTORATION OF AGING SHRUB COLLECTIONS: The Horticulture Department, assisted by wonderful volunteers and the Operations Department, has systematically and dramatically cleaned up, cut-back and in some cases, removed aging shrub collections. This process is necessary in a living, changing landscape and has restored some of these important collections and opened up space for new additions as well, greatly enhancing the horticulture experience of visitors.

OPERATIONAL EXPENDITURES

Programs, Exhibits & Landscape Improvements $2,103,121 77.00%

Operational & General Expenditures $285,863 11.00%

Fundraising $159,138 6.00%

Membership Services & Public Relations Fundraising $168,096 6.00%

Total Expenditures $2,716,217 100.00%

B A L A N C E S H E E T: A S S E T S

Funds Held In Trust By Others $32,464,866 68.00%

Cash & Temporary Cash Investments $589,134 1.20%

Investments $3,555,836 7.40%

Other Assets $463,869 0.97%

Land, Building, and Equipment $10,740,276 22.43%

Total Income $47,813,981 100.00%

L I A B I L I T I E S & F U N D S B A L A N C E S

Permanently Restricted Net Asset $32,464,886 67.54%

Unrestricted Net Assets $14,509,714 28.61%

Board Designated Funds $48,014 0.33% Accounts Payable & Current Liabilities $145,724 .66%

Temporarily Restricted Net Asset $330,587 0.69%

Other Liabilities $315,056 2.17%

Total Expenditures $47,813,981 100.00%

Toyota Motor Manufacturing Kentucky, Inc.

Thorne and Sally VailKatrinka L. Westendorf

$250-$4992M Tractor & Lawn EquipmentKarin AdkinsCrista and William AlbertsonAmgen Foundation Matching Gifts

and Staff Volunteer ProgramsBeth and Derek AveyJeff BaizeBardstown Rotary ClubNancy BeanHarlan and Ann BeckemeyerGeorge Boatwright and Nancy

NewmanBonnie Management Company Inc.Edward BonnieBetty Dabney BrownSusan J. BrownRichard and Becky CableWilliam and Elizabeth CahaneyJeffrey and Susan CallenCardinal Manufacturing CompanySuzette CartyBrad Chaires and Deborah LevineMartha Neal and Graham CookeMarion and Judy CreechRenee Croket and Harvey VenierConnie and Michael CsernikJuliet DavenportRichard and Kathy DennisRachel DoaneBrian and Michelle DohenySandy and Steve DorsettJennifer EmbryRonald FacklerPhilip G. FieldsMark and Martha FourakerRob and Amy FrederickGE United Way Giving CampaignDavid and Marlene GrissomDeborah GunnJune HampeRick and Mary Ellen HarnedHear In Kentucky, Inc.Jim Hedrick and Jan LantzMarlies Heiland and Joseph BattcherFrances HeyburnMary F. HiemerKathleen Higgins and Jeff KleknerJudy and Marvin HirnJennifer HirtWilliam Holt and Heidi KoenigAubrey HordGwen and Lois JacksonTressella and Jan JaggersJean R. JamesClark Johnson and Diane PecknoldHelen Jones and Tom PikeFred and Anne JosephW.W. Benton and Maggie KeithKentucky Exotic Pest Plant CouncilChris and Brian KnopfRobert E. Kulp, Jr.Leigh and Mark LogsdonMorris and Barbara LongacreJoseph and Janine MaloneBoyce Martin, Jr. & Anne OgdenA. Michael and Patricia MarxStuart and Joan McCombsFrank and Clara MetzmeierRonald MillerDuane and Lavonna MillerJanice MozeleskiBill and Karen NewcombClara J. NewmanGouverneur and Edie NixonOrienteering LouisvilleRosemary OusephJohn and Carol PalmoreJoseph and Tricia ParkerRichard and Diane PoeStuart and Sara PriceAndy and Heike PurdonQuality Stone and Ready Mix

Martie RankinStuart and Nancy RobensonFloyd RobinsonRussell SaundersMike and Martha SchulerHelga SchutteKathryn ShahaniMax and Ellen ShapiraGayle ShermanLinda ShircliffMark ShircliffJ. Herb and Robbye ShulhaferNicholas SimonTony and Theresa SmithRaymond and Susan SmithMarian and Don SmithBilly and Mary Lou SmithGeorge SonnierRichard and Betty SpiersRichard StephanBarbara StephensWilliam and Vikki StoneCarolyn SweazyG. Daniel SweenyDon and Janis TarterJohn Tederstrom and Mark CannonAndrew and Martha ThienemanDanielle and Peter Van MeterGerald and Kathy VowelsWallitsch LandscapingJane WelchAlice and Crawford WellsPatti Annette WhiteSandy and Mary WilsonDavid and Amy WombwellSusan and David WoodMark Wourms and Patty JohnsonTom and Mary Jane ZimmermanMichael ZufallJeanne and Paul ZurkuhlenMargaret Zurkuhlen

$120-$249Dan and Bunny AbbottRichard and Barbara AllenJoan AltmanTerry Altpeter and Timothy BarthMelvin and MaryLou AndresAndy and Bobbette AndriakosJoe and Katherine ArterberryMark Ayers and Karen SchafferNina BainGary and Lynne BarrCele and John BecknerThomas and Marilynn BenimStephen and Sharon BergerWendell and Tanya BerryWarren and Wanda BilkeyFrancisca BlandfordIrene BlockKeith and Cheryl BoardKimberly Boland and Conor

O’DriscollRonald and Brenda BoltonMark BondLawrence and Bonnie BoramCarol BottomsCarolyn Yankeelov BouldinPeter Brondum and Melissa YatesH. Hewett and Sue BrownKarl and Barbara BuechlerBullitt County YMCAWalter and Nancy ButlerStuart C. Campbell,IIIJames and Doris CarterMary Cecil-Lawson and James

LawsonJoe and Louise ChilesDona and Roger CoatesJonathan and Rebecca CohenMichael and Paula CohnChet and Sharlene CooperLarey and Cecilia CorrellGerald and Della CraigRobert and Elizabeth CriderVirginia CroketElizabeth CrowtherJerry and Judy Dalton

John and Ann Price DavisThomas C. DawsonAdele Dickerson and Daniel RollerScott and Susan DickmanL. Anne H. DishmanJane DisneyDanny and Rita DobsonRenee and James DodgeEugene and Barbara DorfRon and Jackie DotsonJohn Drury and Dianna PreeceSherry and William DuffyMrs. William G. EarleyCharles and Leanne EdelenJohn and Carolyn EmbryMary E. FallatAllan and Taeko FarmanRichard and Bonnie FellowsEllen and Dan FinnMaureen Foley and C. John BlankleyCharles FreibertA. Geraldine FromanGannett Foundation/The Courier-

JournalBob GanstineBrent GarrettLarry Giesmann and Laura TriceCole GilbertAmanda and R.T. GistJoel and Charlotte GittelsonJoanne C. GrafGlenn and Barbara GrayGreenhaven Tree Care, Inc.Jerry and Anne GreenwellJay Gulick and Mary Oliver HumkeJoy and Paul HagerJames and Elizabeth HallWilliam and Barbara HancockMuriel HandmakerNancy HarrisJeffery and Kenny HarrymanSamuel and Karen HarveyFredric and Nancy HatcherBrooks and Mary HatcherDamon and Sharon HawkinsDick and Alice HeatonKevin and Karen HeavrinTodd and Mary HeistandChris and Sarah HellmanFred Hendler and Nancy MartinJamie and Kathryn HendonMorgan and Lesa HerndonScarlett HibbsJames HicksKenneth and Wanda HighDavid and Mary Alice HoltCarol A. HyattSteven and Cheryl JonesMardi JonesDavid KaremKate KellerWilliam P. Kelly, Jr.Sarah and David KellyLee KetchamRob and Paula KingsolverChristopher and Erin KleinMilt and Lisa KogerAmy and Matt LandonJohn and Jeannie LarsonPaul and Eleanor LedererLeonard and Adele LeightDavid and Carol LeistMartha D. LeonhardtRobert and Rosemary LuckettThomas and Mary K. LynchDouglas Magee and Anne Marie

ReganMankind Project of Ky Inc.Greg and Kathleen MarkerPaul and Angela MarksElizabeth Matney and Kate CrandellM.J. Mattei and Robert MorrisHarold and Lorraine McLaughlinHenry T. McLendonGeorge and Dorothy McNairNeil Mellen and Mavin MartinTed MerhoffBerl and Patricia Meyer

A. Steven MilesMary and Maurice MillerBob and Carol MillerBetty MillsMelissa and Kevin MooneyFred and Winifred MuddimanMary Martha MuellerPatrick and Sybil Ann MurphyBradley and Christine NicholsonPatrick and Lori NixAldis Norgello and Cheri CaseyEdwin and Judith OlligesPaul and Mary Ann OstingNorman and Susan PointerMartha PriceJulie PriceLeslie PurhamGary and Susan PylesCyrus S. Radford, Jr.Martin and Felicia RayDavid and Anne RedemannTracy RedmonEarl ReedMarchant and Barton ReutlingerKenny and Alicia ReutlingerJoe Rhea and Georgia BraceyRichard and Eugenie RineyChris and Kimberly RobertsJohn and Kaki RobinsonDouglas and Christina RoseRoger and Cheri RossRobert and Mary Rounsavall William M. SandersSazerac North AmericaJohn and Mary Jo SchneiderRoycelea and David ScottAnn and Jim ShakeJohn and Marjorie ShipleyRobb and Anna ShraderMichael and Susan SloaneJames and Catherine SmithRaymond and Mary Ann SmithLawrence D. SmithMalinda SpauldingLouis and Sue SperryMark and Kate SpurlingWilliam and Alison StemlerJ.A. and Ann StewartBeth and Richard StremelGerald and Pamela SturgeonDavid Taylor and Elizabeth BoescheEric and Lisa ThalerMartin ThienemanRobert and Priscilla TillettRachael TolliverStephen and Loretta TrawGabor VargoVenda Walter and Thad DruffelJoseph and Kathy WantlandDorothy Weatherly and Barbara

WeatherlyGeorge and Karen WeberDennis and Brenda WeldonSuzan WestermanRalph and Sheila WestlinDonald and Carla WhitakerDavid White and Leslie ShellGeorge WillettErnest and Patricia WilliamsJoseph H. WimsattTom and Rhonda WimsettBubba and Glennyce WoodNancy and Thomas WoodcockBilly Lou WrightTimothy and Shelia WulfJames ZelinskiDan and Kitty ZinkChet R. ZirkelbackRobert Zoller

We are most grateful for your generosity. If there are any errors, we apologize and please let us know by calling us at (502) 955-8512. Thank you.

P . O . B O X 1 3 0 , H I G H W A Y 2 4 5C L E R M O N T , K Y 4 0 1 1 0 - 0 1 3 05 0 2 9 5 5 - 8 5 1 2 • B E R N H E I M . O R G