2020-06-17T14:11:56-05:00 2019-12-31 362239746 SASSETTI LLC 6611 NORTH AVENUE OAK PARK IL 60302 990 2019-01-01 371018692 TREE RESEARCH AND EDUCATION ENDOWMENT FUND TREE 6303698300 552 S WASHINGTON STREET NO 109 NAPERVILLE IL 60540 RUSSELL KING PRESIDENT/CEO 6303698300 2020-06-15 1 JEFF SCHROEDER P01245303 7083861433 2020-06-15 173.15.34.189 2020-06-15 13:48:25 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 4BD8B080C63AFF479F8002C959B23E85A162128F 2019 2021-01-29 14:40:06Z RUSSELL KING 552 S WASHINGTON STREET NO 109 NAPERVILLE IL 60540 921532 0 X WWW.TREEFUND.ORG X 1975 IL SUPPORT SUSTAINABLE COMMUNITIES AND ENVIRONMENTAL STEWARDSHIP 15 15 7 0 0 0 993775 696679 10943 12234 0 0 49645 0 1054363 708913 338267 450504 0 0 324827 356335 0 0 113055 200159 141546 863253 948385 191110 -239472 4642336 5185332 345057 436640 4297279 4748692 X SUPPORT SCIENTIFIC DISCOVERY AND DISSEMINATION OF NEW KNOWLEDGE IN THE FIELDS OF ARBORICULTURE AND URBAN FORESTRY 0 0 541604 417504 12065 TREE FUND PROVIDES DIRECTED AND COMPETITIVE GRANTS TO SCHOLARS AND RESEARCHERS TO CONDUCT PRIMARY AND APPLIED RESEARCH TO INCREASE PRACTICAL KNOWLEDGE AND PROMOTE BEST TECHNIQUES IN ARBORICULTURE, URBAN FORESTRY, AND RELATED PROFESSIONAL FIELDS. IN FY 2019, TREE FUND ISSUED $417,504 IN NEW RESEARCH GRANT FUNDING TO 10 RECIPIENTS IN 8 GRANT LINES WHILE CONTINUING TO MANAGE 16 MULTI-YEAR GRANTS FROM PRIOR FISCAL YEARS. 12036 5000 169 TREE FUND PROVIDES GRANTS TO CHARITABLE ORGANIZATIONS AND IMPLEMENTS PROGRAMS DESIGNED TO INCREASE AWARENESS OF ARBORICULTURE AND URBAN FORESTRY AMONG THE GENERAL PUBLIC, THEREBY ENCOURAGING PROPERTY OWNERS, BUSINESSES, AND MUNICIPALITIES TO MANAGE URBAN AND COMMUNITY FORESTS IN WAYS THAT PROMOTE INDIVIDUAL, CIVIC AND ENVIRONMENTAL HEALTH. THE 2019 COMMUNITY ENGAGEMENT WAS A FIVE-DAY CYCLING EVENT WITH 10 OUTREACH PROGRAMS ALONG ITS ROUTE. TREE FUND ALSO ISSUED 1 COMMUNITY ENGAGEMENT GRANT VALUED AT $5,000 TOTAL, WHILE OFFERING 6 WEBINARS WITH APPROXIMATELY 4,000 ATTENDEES, 1 OTHER PUBLIC EVENT, ADVERTISING WIDELY AROUND THE COUNTRY AND ISSUING A MONTHLY NEWSLETTER TARGETED TO LAY READERS. TREE FUND ALSO ISSUED 3 RESERACH REPORTS FEATURING PROJECTS FUNDED BY TREE FUND GRANTS. TREE FUND ALSO HOSTED A RESEARCH PANEL OPEN TO ALL ISA INTERNATIONAL CONFERENCE ATTENDEES. 48143 28000 TREE FUND PROVIDES SCHOLARSHIPS TO ENCOURAGE COLLEGE STUDENTS TO PURSUE CAREERS IN ARBORICULTURE AND URBAN FORESTRY. IN 2019, TREE FUND ISSUED 6 SCHOLARSHIPS VALUED AT A TOTAL OF $28,000. 601783 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 1 1 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL MO AL AR CA CO HI MA NC NY OH OR SC VA NH MS KS MD NM TN NJ MI MN WI AK ND OK PA KY WV CT ME WA GA FL RI UT DC X X X THE ORGANIZATION 6303698300 552 S WASHINGTON STREET NO 109 NAPERVILLE IL 60540 STEVEN GEIST CHAIRMAN 4.00 X X 0 0 0 BEAU BRODBECK CHAIR-ELECT 4.00 X X 0 0 0 THOMAS WOLF VICE CHAIR 4.00 X X 0 0 0 RAY HENNING TREASURER 4.00 X X 0 0 0 JAMES BRUNSWICK TRUSTEE 1.00 X 0 0 0 PAUL FLETCHER TRUSTEE 1.00 X 0 0 0 BRETT HEINRICH TRUSTEE 1.00 X 0 0 0 GEORGE HUDLER TRUSTEE 1.00 X 0 0 0 SHARON JEAN-PHILIPPE TRUSTEE 1.00 X 0 0 0 DAVE KRAUSE TRUSTEE 1.00 X 0 0 0 SHARON LILLY TRUSTEE 1.00 X 0 0 0 RANDY MILLER TRUSTEE 1.00 X 0 0 0 WILL NUTTER TRUSTEE 1.00 X 0 0 0 MUNDY WILSON PIPER TRUSTEE 1.00 X 0 0 0 JIM URBAN TRUSTEE 1.00 X 0 0 0 JOHN ERIC SMITH FORMER PRESIDENT/CEO 40.00 X 125683 0 3500 RUSSELL KING PRESIDENT/CEO 40.00 X 17295 0 0 142978 0 3500 1 0 0 0 0 220381 476298 696679 GRANT MANAGEMENT FEES 541900 12065 12065 MERCHANDISE SALES 453220 169 169 12234 212619 220381 212619 0 708913 12234 0 0 388133 388133 28000 28000 34371 34371 146478 59520 51827 35131 149366 60693 52850 35823 31927 12973 11297 7657 28564 11537 10190 6837 32705 32705 6382 805 5577 14344 7367 3822 3155 27360 11117 9681 6562 34652 17672 9356 7624 736 294 177 265 3973 1614 1406 953 COMMUNICATIONS 26158 10629 9255 6274 BOARD EXPENSE 13100 13100 MISCELLANEOUS 12849 12849 0 TELEPHONE 7834 3183 2772 1879 -38547 -46125 6683 895 948385 601783 233547 113055 139946 148619 337486 329339 3424 3948 3678 2208 2206 1470 4159274 4701956 4642336 5185332 15117 73991 329940 362649 345057 436640 X -260864 -416122 4558143 5164814 4297279 4748692 4642336 5185332 -239472 690885 0 X X 0 1 X 0 0 X 1016049 1031218 1148718 1029160 617503 4842648 1016049 1031218 1148718 1029160 617503 4842648 342952 4499696 29484 29484 12068 12068 4884200 861827 0.92130 0.95640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4439820 296550 725175 398205 18996 5044344 4643785 381981 -315651 257047 13248 4439820 3771410 539613 566160 221801 11597 4643785 2927376 663109 191239 10314 3771410 0.96420 0.03580 1 0 3678 2208 1470 1470 BENEFICIAL INTEREST IN INVESTMENTS HELD BY CHICAGO COMMUNITY TRUST 4701956 4701956 X 1733437 690885 121020 212619 1024524 708913 0 708913 1282024 121020 212619 333639 948385 0 948385 PART V, LINE 4: THE ENDOWMENT FUND IS INTENDED TO FUND RESEARCH, EDUCATION, AND COMMUNITY ENGAGEMENT. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). IN ADDITION, THE CENTER QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A). AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE ORGANIZATION IS SUBJECT TO INCOME TAXES ON ANY UNRELATED BUSINESS INCOME. THE ORGANIZATION HAD NO UNRELATED BUSINESS INCOME AND THERE WERE NO TAXES OWED FOR THE YEAR ENDED DECEMBER 31, 2019. THE ORGANIZATION HAS ADOPTED THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2019. THE FEDERAL AND STATE TAX RETURNS OF THE ORGANIZATION FOR PAST YEARS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES RELATED TO SPECIAL EVENTS NETTED AGAINST REVENUE 212,619. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF SPECIAL EVENTS NETTED AGAINST FUNDRAISING REVENUE 212,619. 1 0 0 0 0 0 0 0 0 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES RESEARCH 14404 SOUTH ASIA RESEARCH 9967 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES RESEARCH 10000 3 0 0 0 0 0 0 PART I, LINE 2: GRANTEES ARE EXPECTED TO PROVIDE PROGRESS REPORTS AS REQUESTED BY TREE FUND AND STATED IN THE GRANT AGREEMENT. GRANTEES MUST REPORT USE OF FUNDS, WHETHER OBJECTIVES OF PROPOSAL WERE MET AND THE IMPACT THE RESEARCH HAS HAD ON THE FIELD OF ARBORICULTURE OR URBAN FORESTRY. ALSO REQUIRED IS A FINANCIAL REPORT BASED UPON THE ORIGINAL BUDGET SUBMITTED. PART III ACCOUNTING METHOD: TOUR DE TREES (INCL AUCTION) 433000 259388 173612 97772 7742 107105 433000 259388 173612 97772 7742 107105 212619 -39007 1 PENNSYLVANIA STATE UNIVERSITY OFFICE OF RESEARCH ACCOUNTING 227 W BEAVER AVENUE STATE COLLEGE PA 16801 501C3 151534 SUPPORT RESEARCH HOLDEN ARBORETUM 9550 SPERRY RD KIRTLAND OH 44094 501C3 5000 SUPPORT RESEARCH UNIVERSITY OF MASSACHUSETTS 101 UNIVERSITY DRIVE STE B-6 AMHERST MA 01002 501C3 25000 SUPPORT RESEARCH UNIVERSITY OF CONNECTICUT 1376 STORRS RD UNIT 4087 STORRS CT 06269 501C3 25000 SUPPORT RESEARCH CN UTILITY CONSULTING 5930 GRAND AVE WEST DES MOINES IA 50266 50000 SUPPORT RESEARCH SONOMA STATE UNIVERSITY 1801 E COTATI AVENUE ROHNERT PARK CA 94928 501C3 104523 SUPPORT RESEARCH UNIVERSITY OF GEORGIA RESEARCH FOUNDATION 310 E CAMPUS ROAD TUCKER HALL GA 30602 501C3 27076 SUPPORT RESEARCH 6 1 SCHOLARSHIPS 6 28000 PART I, LINE 2: GRANTEES ARE EXPECTED TO PROVIDE PROGRESS REPORTS AS REQUESTED BY TREE FUND AND STATED IN THE GRANT AGREEMENT. GRANTEES MUST REPORT USE OF FUNDS, WHETHER OBJECTIVES OF PROPOSAL WERE MET AND THE IMPACT THE RESEARCH HAS HAD ON THE FIELD OF ARBORICULTURE OR URBAN FORESTRY. ALSO REQUIRED IS A FINANCIAL REPORT BASED UPON THE ORIGINAL BUDGET SUBMITTED. SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 50000 RESEARCH GRANT FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT/CEO DISTRIBUTES A COPY OF THE FORM 990 ELECTRONICALLY TO EACH OF THE BOARD TRUSTEES FOR THEIR REVIEW FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF TRUSTEES COMPLETE CONFLICT OF INTEREST FORMS ON AN ANNUAL BASIS. IF THERE IS ANY POTENTIAL OR PERCEPTION OF A CONFLICT OF INTEREST, IT IS IDENTIFIED BY THE TRUSTEE AND THE TRUSTEE LEAVES THE ROOM DURING DISCUSSION AND VOTE. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE USES THE ASSOCIATION OF SMALL FOUNDATIONS MANAGEMENT AND COMPENSATION SURVEY TO IDENTIFY COMPENSATION STANDARDS. THIS INFORMATION IS SUMMARIZED BY THE CHAIRMAN AND PRESENTED TO THE EXECUTIVE COMMITTEE FOR DISCUSSION. THE PRESIDENT/CEO'S SALARY IS BENCHMARKED AGAINST OTHER PRESIDENT/CEO'S SALARIES IN THE REGION OF SIMILAR SIZE FOUNDATIONS TO DETERMINE THE PRESIDENT/CEO'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 UPON WRITTEN REQUEST FORM 990, PART VI, SECTION C, LINE 19 UPON WRITTEN REQUEST FORM 990, PART XII, LINE 2C THERE WAS NO CHANGE IN AUDIT OVERSIGHT PROCESS FROM THE PRIOR YEAR.