Annual ReportM A R C H 1 , 2 0 1 4 – F E B R U A R Y 2 8 , 2 0 1 5

Bernheim Arboretum and Research Forest is home to approximately 15,000 acres of pristine land, which offers a unique opportunity for nearly 200,000 visitors to connect with nature annually. The privately funded arboretum and research forest is dedicated to conservation of a biologically diverse ecosystem and a wide breadth of programming and expert staff. 2014-2015 brought many diverse opportunities to fulfill our mission of connecting people with nature. A few highlights are presented here. For more information, please visit Bernheim.org or follow us on Facebook, Twitter, and Instagram.

DEEP CONNECTIONS WITH NATURE

E D I B L E G A R D E N : This unique garden opened to the public May 17, 2014. Thousands of edibles were installed both within raised beds and surrounding areas, including vegetables, herbs, fruit trees and shrubs. The garden demonstrates best growing practices and provides a powerful tool for teaching biology, math, and ecology. The four-acre site just across from Bernheim’s Visitor Center is designed to connect people with nature via the country’s most popular pastime – gardening.

FIELD EXPERIENCES: Over 6,000 Pre-k – high school students from public, private, and home schools in Bullitt, Hardin, Jefferson, and Nelson Counties in Kentucky and Clark County in Indiana engaged in nature-based field trips and interactive outreach experiences. In addition, two local schools and Gilda’s Club of Louisville partnered with Bernheim to host three weeks of summer camps, where campers discovered nature and science through participation in insect safaris, plant identification hikes, Wilson Creek excursions and more.

VISUAL ARTS: Bernheim welcomed four artists and two writers in residence from across the globe for the 34th year of the Artist in Residence program. In addition, 2013 artist in residence, Mei-Ling Hom installed Rhizolink, a mycoculture sculpture in the Edible Garden. Each piece is designed to highlight the interconnected relationship between art and nature.Artists in Residence during 2014-2015 included:

• Firat Erdim, Large installation in a Bernheim Forest river bed, 2014

• Myung Gyun You, Photosynthesis, 2014 adjacent to the Visitor Center

1510

• Sevryna Lupien, Atomic Apartment, 2014   and  I Wish I was a Flying Thing, 2014, at the Visitor Center and Education Center respectively

• Don Pollack (working in 2014-2015 for an exhibition in January of 2016)

Writers in Residence, a partnership with Sarabande Books included Christian Moody, Visiting Assistant Professor of English and Creative Writing at Centre College and writer, Margaret Kimball.

EVENTS AND SPECIAL PROGRAMS: Over 12,000 visitors experienced Bernheim’s signature events – BloomFest, CONNECT, BugFest and ColorFest. New activities, including a focus on the Edible Garden opening at BloomFest and the addition of pumpkin launch at ColorFest, enhanced experiences at each festival.

VOLUNTEER PROGRAM: Volunteers are vital in helping visitors connect deeply with nature, in addition to the passion they cultivate while giving their time. Volunteers gave over 10,000 hours in horticulture, natural areas, visitor services, education and more. At the current Independent Sector rate, their time translates into a $230,000+ contribution. From discovery stations and educational programs to night hikes to helping to maintain the arboretum and natural areas, volunteers help throughout Bernheim.

ACTIONS BEYOND OUR BORDERS

MANAGEMENT OF ADDITIONAL ECOSYSTEMS: Bernheim planted 250 trees and shrubs at I-65 exit 112 to help beautify the highway interchange. Additionally, Bernheim renewed its commitment to maintain two living roof sites in Louisville – the American Life Building and the Nucleus Building.

PLANT FOR THE PLANET GRANT: Bernheim was awarded the LG&E Plant for the Planet: Communi-tree grant, which funds the purchase of trees to be donated to schools, government organizations, and other non-profit organizations. Bernheim volunteers and staff then plant the trees, along with providing an education of right tree, right place, and proper tree care. Bernheim’s expert horticulture team also provides a curriculum that encourages students to take an interest in tree growth and maintenance.

MONARCH WAYSTATION: Bernheim’s Edible Garden is registered with the Monarch Watch Association to be a waystation – a location that provides resources necessary for monarchs to produce successive generations and sustain their population.

CHILDREN AT PLAY: Studies have shown that nature-based free play is critical not only to a child’s health and well-being but also their academic performance and overall appreciation of nature. Bernheim is spearheading this initiative for the Greater Louisville region and seeks to become a national leader in this field by organizing monthly Free Play Days at area parks, fields, and Bernheim. This major initiative is supported by PNC Bank - Grow Up Great sponsorship.

THOUGHT LEADERSHIPECOSYSTEM RESEARCH: Within the research forest, methods like acoustic monitoring were used to detect eleven bat species, including several endangered and rare bats. Using this research, Bernheim hopes to establish bat maternity roost poles on Wilson Creek to investigate its feasibility as a maternity site.

HARPER, THE GOLDEN EAGLE: In conjunction with the Beckham Bird Club and the Kentucky Department of Fish and Wildlife, Bernheim began tracking a golden eagle through its migration patterns from Kentucky in the winter to points north as summer

O P E R AT I O N A L I N C O M E

Endowment Income $1,477,339 55.00%

Memberships, Contributions, Programs & Impact Fee $544,310 20.00%

Investment Depreciation Coverage $307,555 11.00%

Gift Shop & Craft Sales $158,771 6.00%

Grant & Restricted Funds $79,635 3.00%

Other Funds $118,401 5.00%

Total Income $2,686,011 100.00%

O P E R AT I O N A L E X P E N S E S

Programs, Exhibits & Landscape Improvements $2,073,600 77.20%

Operational & General Expenses $260,543 9.70%

Fundraising $228,311 8.50%

Membership Services & Public Relations $123,557 4.60%

Total Expenses: $2,686,011 100.00%

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

Cash $199,503 0.40%

Temporary Cash Investments $398,107 0.80%

Investments $3,899,523 7.70%

Funds Held In Trust By Others $34,724,520 68.80%

Land, Building, and Equipment $10,656,958 21.40%

Other Assets $404,872 0.90%

Total Assets $50,283,483 100.00%

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

Accounts Payable $25,490 0.05%

Accrued Expenses $124,595 0.25%

Board Designated Funds $47,122 0.10%

Temporarily Restricted Net Asset $442,569 0.90%

Permanently Restricted Net Asset $34,724,520 69.20%

Other Liabilities $260,352 0.50%

Unrestricted Net Assets $14,658,835 29.00%

Total Liabilities & Net Assets $50,283,483 100.00%

approached.ECOLOGICAL STEWARDSHIPLAND EXPANSION: Bernheim received a donation of two acres of adjacent property, which expands the footprint of preservation efforts and biodiversity. The land features exceptional boulder fields and cliffline in Meadow Peak subdivision.

EDIBLE GARDEN: In design, construction, and operational phases, the Edible Garden demonstrates new sustainable and regenerative design practices. The garden aims to meet the requirements for the Living Building Challenge.

HEALTHY ECOSYSTEM: Continued efforts to maintain Bernheim’s pristine landscape through controlled burns, invasive species removal, wildlife monitoring, and more.

F I S C A L Y E A R : M A R C H 2 0 1 4 – F E B R U A R Y 2 0 1 5 O P E R AT I O N A L S TAT E M E N T

$50,000 AND ABOVEKentucky Natural Lands Trust

$20,000-$49,999Ina and Allen BondBeam-SuntoryBrown-Forman CorporationEstate of Joseph M. SpaldingScott MeyerAustin and Janie MusselmanThe UPS Foundation

$10,000 - $19,999Jon and Mimi BurnhamGE FoundationGlenview Trust CompanySara Brown Musselman Fund

for Natural Areass

$5,000-$9,999AnonymousAnonymousNancy BeanTom and Jody BlockMarshall Eldred and Andree MondorDavid and Karen HandmakerHenry V. Heuser, Jr.Louisville Water CompanyPublishers Printing CompanyThe Garden Club of America and

Glenview Garden ClubThe Owsley Brown II Family

FoundationMargy and Preston ThomasWilson & Muir Bank and Trust

Company

$2,500-$4,999Emily Bingham and Stephen ReilyJim and Pitsy BurenNeal CornettJohn and Ann DavisVicki and Kenneth FleshmanSandra Anne FrazierHelen L. HeddensTom HenrionFrank and Kris HowerLouise K. Judah TrustGeorge R. MillerStock Yards Bank & TrustPaul and Jeanne Zurkuhlen

$1,000-$2,499Edwin and Richard AhrensTom BaerSusan and Nick BakerJay and Cara BaribeauTerrian BarnesBeckham Bird ClubHubert Bernheim and Ruth

CarmichaelEdie BinghamBarret and Laurie BirnsteelClifton Foundation Inc.Juliet DavenportRuby FentonRobert and Connie FischerFlaget Memorial HospitalJean W. FrazierMargaret GerstleLyle and Linda GrahamRobert M. HaganSusan Hamilton and Edwin KrebsSuzy HatcherFrances HeyburnRobert R. HillJennifer HirtGill Holland and Augusta Brown

HollandDenny and Laurie HowellPalmer and Rhea HughesDaniel and Lisa JonesJoyce KellerJim and Kelly KramerPhilip and Debra LichtenfelsFrank and Jo Ann LueckeAlicia MerinoffMiddlebury CollegePenelope MortonSissy Nash

Will OldhamDavid PikeDale and Patricia RalstonFloyd RobinsonShepherdsville-Bullitt County Tourist

CommissionLinda ShircliffJohn Clay and Charlotte StitesMary Ellen and Richard StottmannRobert and Ann Early SutherlandThe Gardner Foundation, Inc.Vest Advertising Marketing & Public

RelationsJames and Marianne WelchDawn Yankeelov

$500-$999Phillip and Phyllis BillsAllen Bush and Rose CooperJill Butters and Paul WinterJeffrey and Susan CallenAlfonso and Patricia CerveraJoe and Louise ChilesAnn Coffey and Valle JonesMartha Neal and Graham CookeDendriFundRichard and Kathy DennisLaurie DieboldAnn Marie Elpers and Roger CrewsAnne and Christopher FullerGE United Way Giving CampaignOwen and Eleanor Flagler HardyNancy HarrisKathleen Higgins and Jeff KleknerKim Huston and Mike ShererGwen HutchisonGwen and Lois JacksonJean R. JamesCharles and Sally MoyerAndrea and John NeichterStuart and Sara PriceLinda P. RossRalph Schiefferle and Elizabeth

PerkinsJ. Frank Schmidt IIIBill and Sandy SchreiberHelga SchutteKathryn ShahaniRoger and Diane ShottVernon M. and Peggy T. SmithBilly and Mary Lou SmithBeverly SmithGeorge SonnierGeorge and Nancy StableinFranklin and Noell StarksBarbara StephensBeth and Richard StremelKing and Dace StubbsPatti Swope and Rich Van CampThe Peoples Bank of Bullitt CountyRobert and Carol ThrushTichenor & AssociatesThorne and Sally VailKathy and Matt WatkinsKatrinka L. WestendorfMark Wourms and Patty JohnsonYum! Brands

$250-$4992M Tractor & Lawn EquipmentKarin AdkinsTerry Altpeter and Timothy BarthAmgen FoundationDerek and Beth AveyJeff BaizeMike and Cynthia BallBardstown Rotary ClubHarlan and Ann BeckemeyerWarren and Wanda BilkeyTrevor BlockGeorge Boatwright and Nancy

NewmanBonnie Management Company Inc.Susan J. BrownRichard and Becky CableWilliam and Elizabeth CahaneyStuart C. Campbell,IIIPaula and Terry CappsCardinal Manufacturing CompanySuzette Carty

Brad Chaires and Deborah LevineMarion and Judy CreechRenee Croket and Harvey VenierJerry and Judy DaltonWilliam and Karen DeanFrank and Martha DieboldRachel DoaneDanny and Rita DobsonBrian and Michelle DohenyEugene and Barbara DorfSandy and Steve DorsettJohn Drury and Dianna PreeceRonald FacklerDon Feeney and Jeannie SamdaniBarbara FergusonPhilip G. FieldsEllen and Dan FinnMark and Martha FourakerSarah Fritschner and John RottJanis GentryGeorge and Betty GibbsHazel GoochMary Louise GraffGreenhaven Tree Care, Inc.David and Marlene GrissomDeborah GunnJames and Elizabeth HallJune HampeLaura and Jerry HancockRick and Mary Ellen HarnedJeff and Jennifer HarveySamuel and Karen HarveyJim Hedrick and Jan LantzChris and Sarah HellmanFred Hendler and Nancy MartinMary F. HiemerWilliam Holt and Heidi KoenigAubrey HordCarl HortonTressella and Jan JaggersJefferson Community and Technical

CollegeMardi JonesFred and Anne JosephW.W. Benton and Maggie KeithChris and Brian KnopfValera KrebsMichael P. KuntzLeonard and Adele LeightLeigh and Mark LogsdonMorris and Barbara LongacreThomas and Mary K. LynchStanley and Sally MacdonaldA. Michael and Patricia MarxM.J. Mattei and Robert MorrisStuart and Joan McCombsHenry T. McLendonFrank J and Clara MetzmeierBob and Carol MillerRonald MillerBetty MillsKen and Theresa MoaklerJanice MozeleskiPatrick and Sybil Ann MurphyNational Wild Turkery Federation -

Bernheim ChapterBill and Karen NewcombRichard and Sarah NewellClara J. NewmanGouverneur and Edie NixonTheodore and Mary NixonOrienteering LouisvillePaul and Mary Ann OstingRosemary OusephRichard and Diane PoeAndy and Heike PurdonQuality Stone and Ready MixMartie RankinTracy RedmonEarl ReedJanette Rogers and Gary LavalleeRussell SaundersMike and Martha SchulerRoycelea and David ScottJohn and Ruth SeabornMax and Ellen ShapiraGayle ShermanMark ShircliffJ. Herb and Robbye ShulhaferJoe and Cindy Shutts

Nicholas SimonGreg and Jessica SingletonJudah and Arlene SkolnickMichael and Susan SloaneLawrence D. SmithRaymond G and Susan SmithTony and Theresa SmithLouis and Sue SperryRichard and Betty SpiersSteven and Sue StellerRichard StephanMary C. StitesMr. and Mrs. G. Daniel SweenyJohn Tederstrom and Mark CannonAndrew and Martha ThienemanJohn and Alice TianoTraditional Town, LLCStephen and Loretta TrawWallitsch LandscapingAlice and Crawford WellsDonald and Carla WhitakerPatti Annette WhiteFrank and Bridgett WilsonSandy and Mary WilsonGlen Phillip YoungTom and Mary Jane Zimmerman

$120-$249Jerry and Madeline AbramsonHarvey and Mildred AllenRichard and Barbara AllenJoan AltmanMelvin and MaryLou AndresAndy and Bobbette AndriakosJimmy ArnoldAmy and Chris BaileyNina BainJohn and Nancy BarbeeMargie and Thomas BarrettChris and Mike BartonGeorge and Rene BauerCele and John BecknerThomas and Marilynn BenimStephen and Sharon BergerWendell and Tanya BerryBrooke and Mary Rose BeyerleRick and Margy BlairFrancisca BlandfordCatherine Bohler and Larry HopkinsKimberly Boland and Conor

O’DriscollRonald and Brenda BoltonMark BondLawrence and Bonnie BoramCarol BottomsCarolyn Yankeelov BouldinBethany Breetz and Ron LoughryRuss and Laura BreitensteinEdward J. BrennanJoan and Dennis BrennanPeter Brondum and Melissa YatesKarl and Barbara BuechlerBullitt County YMCAPaul and Susan BuseDavid and Wendy ButlerWalter and Nancy ButlerStephen CampbellJim CarterJames and Doris CarterTony and Brenda CecilJudith ChampionKen and Karen ChandlerJames ChapmanChatham Facial Plastic Surgery LLCRon and Jill ClarkDona and Roger CoatesJonathan and Rebecca CohenMichael and Paula CohnSarah CollingsChet and Sharlene CooperSharon and Ronald CooperLarey and Cecilia CorrellGerald and Della CraigRobert and Elizabeth CriderMichael and Nancy CrittendenVirginia CroketElizabeth CrowtherConstance and Michael CsernikRonald and Debra CundiffPhilip and Nancy Dare

Thank you for supporting BernheimTHESE GIFTS WERE RECEIVED BETWEEN MARCH 1, 2014 - FEBRUARY 28, 2015

Steve and Cathy DarnellMr. Thomas C. DawsonAdele Dickerson and Daniel RollerScott and Susan DickmanL. Anne H. DishmanJane DisneyNathan Dollens and Vicci HiggsLinda DoolittleGerald DossSkip and Lucy DunfordJohn and Carolyn EmbryBert and Jane EmkeRobert and Rosanna EvansRobert EwaldMary E. FallatAllan and Taeko FarmanJames and Lena Sue FawkesVictoria FerriellKevin and Marie FieldTheodore and Cynthia FirstMaureen Foley and C. John BlankleyJohn and Tamara FrankMildred and Darrell FranksCharles FreibertMichael Friedman and Debbie

RichterA. Geraldine FromanJames V. GahlingerGwendolyn GalphinGannett Foundation/The Courier-

JournalBrent GarrettMr. and Mrs. G L. Gaston, Jr.Larry Giesmann and Laura TriceCole GilbertTom GilmoreAmanda and R.T. GistJoel and Charlotte GittelsonGail and Che GrahamMike and Carol GreenBecky GreenleeJerry and Anne GreenwellJudy and Ronald GreenwellJeff Hadorn and Kelly Cole-HadornKen and Angela HaganJoy and Paul HagerMary Haylee HancockWilliam and Barbara HancockMuriel HandmakerJeffery and Kenny HarrymanBrooks and Mary HatcherFredric and Nancy HatcherDamon and Sharon Hawkins

Rudy and Brenda HawkinsDick and Alice HeatonKevin and Karen HeavrinMarlies Heiland and Joseph BattcherMorgan and Lesa HerndonJames HicksJason HinerJohn and Shannon HoltBarbara HopewellW. Keith Hornung and Melinda

BeardRichard and Inez HoweRichard and Joan HumkeCarol A. HyattPatricia JaegersEric and Kelly JohnsonDavid KaremDerek and Emily KeithKate KellerMr. and Mrs. William P. Kelly, Jr.Sarah and David KellyRob and Paula KingsolverChristopher Klein and Erin BurkeMilt and Lisa KogerMerrilee KullmanAmy and Matt LandonJohn and Jeannie LarsonMary Cecil-Lawson and James

LawsonPaul and Eleanor LedererDavid and Carol LeistMartha D. LeonhardtKelly and Randy LivingstonRobert and Rosemary LuckettAlan and Joyce MacDonaldDouglas Magee and Anne Marie

ReganJim MageePaul and Angela MarksCharles and Hortensia MayerRonald and Connie McLeanGeorge and Dorothy McNairTim McWilliamsNeil Mellen and Mavin MartinSusan G. MerckeConnie MeredithTed MerhoffGlenn and Peggy MetzgerMary K. and Joe MillerAngie and Andrew MitchellCharlie and Sue MitchellPat MontgomeryGrace Moore

Herbert and Patricia MooreJody and David MooreMolly MorandMatt NadorffDoris NeumannJohn and Sally NewcombEdmund and Violet NewhouseBradley and Christine NicholsonPatrick and Lori NixAldis Norgello and Cheri CaseyEdwin and Judith OlligesMerrily Orsini and Rick HeathJoseph and Tricia ParkerLouis and Jacqueline PhillipsNorman and Susan PointerWilliam PorterMartin PreenMartha PriceBarbara J. PuckettBrian and Kathy PufferGary and Susan PylesCyrus S. Radford, Jr.Martin and Felicia RayDavid and Anne RedemannKenny and Alicia ReutlingerMarchant and Barton ReutlingerNancy ReynoldsRichard and Eugenie RineyFox and David RitchayStuart and Nancy RobensonChris and Kimberly RobertsJohn and Kaki RobinsonDouglas and Christina RoseWilliam RosenbaumRobert and Mary RounsavallDebbie and Kevin SachsSazerac North AmericaDianne ScheerJohn and Mary Jo SchneiderWilliam C. SchraderDr. Philip and Jerri SchulerShannon and Michael ScrogginsDavid SeligsonRobert and Victoria ShaderAnn and Jim ShakeDon and Suzanne ShepherdJohn and Marjorie ShipleyRobb and Anna ShraderJames and Catherine SmithMarian and Don SmithRaymond and Mary Ann SmithDon SpainWilliam and Alison Stemler

Anne StewartCarole StrohbeckGerald and Pamela SturgeonCarolyn SweazyDorothy SwintoskyDon and Janis TarterDavid Taylor and Elizabeth BoescheEric and Lisa ThalerThe Community Foundation of

LouisvilleMartin ThienemanMark and Robin ThompsonRobert and Priscilla TillettStephanie and Kirkby TittleToyota Motor Manufacturing

Kentucky, Inc.Ronald and Susan TylerWilliam TylerSam and Helen UnderwoodPaul Vice and Alison EwartGerald and Kathy VowelsMichael VowelsHugh and Delia WalkerJoseph and Kathy WantlandSuzanne WarnerJean WeidnerJane F. WelchSusan H. WilburnJohn L. WilhelmusErnest and Patricia WilliamsSedonia and Billy WilliamsTerry WilliamsMarla K. WilsonJoseph and Ruth WimsattTom and Rhonda WimsettNancy and Thomas WoodcockGrace WoodingBilly Lou WrightTimothy and Shelia WulfBud and Janice WurdockJames ZelinskiDaniel C. ZinkChet R. ZirkelbackRobert ZollerMichael Zufall

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.

2249 CLERMONT ROAD, P.O. BOX 130, CLERMONT, KY 40110 -0130502 955 -8512 • BERNHEIM.ORG

Thank you for supporting BernheimTHESE GIFTS WERE RECEIVED BETWEEN MARCH 1, 2014 - FEBRUARY 28, 2015