2025-11-16T15:43:28-06:00 2024-12-31 362239746 SASSETTI LLC 2107 SWIFT DRIVE SUITE 210 OAK BROOK IL 60523 990 2024-01-01 371018692 TREE RESEARCH AND EDUCATION ENDOWMENT FUND TREE 6303698300 1755 PARK STREET 200 NAPERVILLE IL 60563 PAUL PUTMAN PRESIDENT & CEO 6303698300 2025-11-14 1 1 IZABELA POLUDNIAK P01959192 7083861433 2025-11-12 2024 2025-03-06 01:10:19Z PAUL PUTMAN 1755 PARK STREET 200 NAPERVILLE IL 60563 950618 0 X WWW.TREEFUND.ORG X 1975 IL SUPPORT SCIENTIFIC DISCOVERY AND DISSEMINATION OF NEW KNOWLEDGE IN THE FIELDS OF ARBORICULTURE AND URBAN FORESTRY 12 12 4 150 0 0 912370 841937 11867 12801 1905 68039 -218129 -235858 708013 686919 166570 370969 0 0 225036 329445 0 0 126843 241386 174804 632992 875218 75021 -188299 6023755 6331810 325899 292731 5697856 6039079 SUPPORT SCIENTIFIC DISCOVERY AND DISSEMINATION OF NEW KNOWLEDGE IN THE FIELDS OF ARBORICULTURE AND URBAN FORESTRY 0 0 517532 335969 14254 TREE FUND PROVIDES DIRECTED AND COMPETITIVE GRANTS TO SCHOLARS AND RESEARCHERS TO CONDUCT PRIMARY AND APPLIED RESEARCH TO INCREASE PRACTICAL KNOWLEDGE AND PROMOTE THE BEST TECHNIQUES IN ARBORICULTURE, URBAN FORESTRY, AND RELATED PROFESSIONAL FIELDS. IN FY 2024, TREE FUND ISSUED $335,969 IN NEW RESEARCH GRANT FUNDING TO EIGHT RECIPIENTS. 5000 5000 TREE FUND PROVIDES GRANTS TO CHARITABLE ORGANIZATIONS AND IMPLEMENTS PROGRAMS DESIGNED TO INCREASE AWARENESS OF ARBORICULTURE AND URBAN FORESTRY AMONG THE PUBLIC, THEREBY ENCOURAGING PROPERTY OWNERS, BUSINESSES, AND MUNICIPALITIES TO MANAGE URBAN AND COMMUNITY FORESTS IN WAYS THAT PROMOTE INDIVIDUAL, CIVIC, AND ENVIRONMENTAL HEALTH. TREE FUND ISSUED ONE COMMUNITY ENGAGEMENT GRANT VALUED AT $5,000. 30000 30000 TREE FUND PROVIDES SCHOLARSHIPS TO ENCOURAGE COLLEGE STUDENTS TO PURSUE CAREERS IN ARBORICULTURE AND URBAN FORESTRY. IN FY 2024, TREE FUND ISSUED FIVE SCHOLARSHIPS. 552532 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 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 THE CHARITY CFO LLC 3143901301 1310 PAPIN STREET SUITE 300 SAINT LOUIS MO 63103 PATRICK FRANKLIN CHAIR 1.00 X X 0 0 0 RACHEL BARKER CHAIR-ELECT 1.00 X X 0 0 0 DAVID GORDEN VICE CHAIR 1.00 X X 0 0 0 JACQUES BRUNSWICK TREASURER 1.00 X X 0 0 0 LORI BROCKELBANK TRUSTEE 1.00 X 0 0 0 BEAU BRODBECK TRUSTEE 1.00 X 0 0 0 DAN HERMS TRUSTEE 1.00 X 0 0 0 PETE SMITH TRUSTEE 1.00 X 0 0 0 SAM VANMAANEN TRUSTEE 1.00 X 0 0 0 ASIA DOWTIN TRUSTEE 1.00 X 0 0 0 DE'ETRA YOUNG TRUSTEE 1.00 X 0 0 0 JON HICKS TRUSTEE 1.00 X 0 0 0 PAUL PUTMAN PRESIDENT/CEO 40.00 X 115500 0 0 115500 0 0 1 0 0 0 0 368795 473142 12636 841937 GRANT MANAGEMENT FEES 541900 12801 12801 12801 68039 68039 26388 368795 263699 -237311 -237311 MISCELLANEOUS 900099 1453 1453 1453 686919 14254 0 -169272 326714 326714 30000 30000 14255 14255 115500 51975 28875 34650 167180 75231 41795 50154 22085 9938 5521 6626 24680 11106 6170 7404 45356 45356 19991 1733 18258 7143 5357 1786 22648 3452 15744 3452 40028 10007 20014 10007 6337 6337 28364 12764 2836 12764 1048 1048 3889 3889 875218 552532 195843 126843 525483 489617 502541 524655 65924 13359 27371 20111 1397 1397 1048 0 28872 31332 4872516 5252736 6023755 6331810 49066 28089 270895 258479 5938 6163 325899 292731 X -92097 -330207 5789953 6369286 5697856 6039079 6023755 6331810 -188299 529522 0 X X 0 1 X 1 0 X 665501 910425 878727 912370 841937 4208960 665501 910425 878727 912370 841937 4208960 915168 3293792 1905 68039 69944 250 1453 1703 4280607 57447 0.76950 0.79250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5586561 65924 614241 173625 19141 6073960 5028073 99357 650728 172548 19049 5586561 5845455 98754 -713483 181808 20845 5028073 5291751 127583 620856 176969 17766 5845455 5044344 72892 608491 417012 16964 5291751 1.00000 1 0 1397 1397 0 0 BENEFICIAL INTEREST IN INVESTMENTS HELD BY CHICAGO COMMUNITY TRUST 5252736 5252736 X 1515447 529522 35307 263699 828528 686919 0 686919 1174224 35307 263699 299006 875218 0 875218 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, 2024. 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, 2024. 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 263,699. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF SPECIAL EVENTS NETTED AGAINST FUNDRAISING REVENUE 263,699. 1 0 0 0 0 0 0 0 0 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, TO SUPPORT RESEARCH 10000 ELECTRONIC FUNDS 0 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. TOUR DES TREES 395183 368795 26388 92312 37784 133603 395183 368795 26388 92312 37784 133603 263699 -237311 1 PENNSYLVANIA STATE UNIVERSITY 227 W BEAVER AVENUE STATE COLLEGE PA 16801 246000376 157223 0 SUPPORT RESEARCH COLORADO STATE UNIVERSITY 219 NUTRIEN AGRICULTURAL SCIENCES BUILDING UNIVERSITY AVENUE FORT COLLINS CO 80523 24977 0 SUPPORT RESEARCH THE DAVEY INSTITUTE 1500 MANTUA ST KENT OH 44240 25000 0 SUPPORT RESEARCH TULANE UNIVERSITY 6823 ST CHARLES AVE NEW ORLEANS LA 70118 720423889 30000 0 SUPPORT RESEARCH UNIVERSITY OF GEORGIA RESEARCH FOUNDATION 324 BUSINESS SRVCS 456 E BROAD ST ATHENS GA 30602 581353149 501(C)(3) 9514 0 SUPPORT RESEARCH UNIVERSITY OF VIRGINIA SCHOOL OF ARCHITECTURE PO BOX 400218 CHARLOTTESVILLE VA 22904 541682176 501(C)(3) 30000 0 SUPPORT RESEARCH WEST VIRGINIA UNIVERSITY FOUNDATION ONE WATERFRONT PLACE MORGANTOWN WV 26506 550492006 501(C)(3) 50000 0 SUPPORT RESEARCH 3 4 SCHOLARSHIPS 5 30000 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. 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 19 UPON WRITTEN REQUEST FORM 990, PART XII, LINE 2C THERE WAS NO CHANGE IN AUDIT OVERSIGHT PROCESS FROM THE PRIOR YEAR.