TREE FUND-TREE RESEARCH & EDUCATION ENDOWMENT FUND: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- TREE FUND-TREE RESEARCH & EDUCATION ENDOWMENT FUND (EIN 37-1018692)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201721359349311912
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T16:34:10-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362239746 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SASSETTI LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6611 NORTH AVENUE | AddressLine1Txt |
| City | OAK PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371018692 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TREE RESEARCH AND EDUCATION ENDOWMENT | BusinessNameLine1Txt |
| Business Name Line2 | FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TREE | BusinessNameControlTxt |
| Phone | 6303698300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 552 S WASHINGTON STREET NO 109 | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60540 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN ERIC SMITH | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 6303698300 | PhoneNum |
| Signature | 2017-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFF SCHROEDER | PreparerPersonNm |
| PTIN | P01245303 | PTIN |
| Phone | 7083861433 | PhoneNum |
| Preparation | 2017-05-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.15.34.189 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-01 | IPDt |
| IP Tm | 15:48:08 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C1345BF01031A6A7A60597448CE14423B1AF37DA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C1345BF01031A6A7A60597448CE14423B1AF37DA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN ERIC SMITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 552 S WASHINGTON STREET NO 109 | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,701,853 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TREEFUND.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT SUSTAINABLE COMMUNITIES AND ENVIRONMENTAL STEWARDSHIP | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,016,049 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,669,573 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $29,484 | PYInvestmentIncomeAmt |
| CY Investment Income | $19,456 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$21,156 | PYOtherRevenueAmt |
| CY Other Revenue | -$254,848 | CYOtherRevenueAmt |
| PY Total Revenue | $1,024,377 | PYTotalRevenueAmt |
| CY Total Revenue | $1,434,181 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $133,789 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $549,938 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $332,463 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $346,710 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $257,438 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $397,637 | PYOtherExpensesAmt |
| CY Other Expenses | $293,853 | CYOtherExpensesAmt |
| PY Total Expenses | $863,889 | PYTotalExpensesAmt |
| CY Total Expenses | $1,190,501 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $160,488 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $243,680 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,423,629 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,020,853 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $180,788 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $372,841 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,242,841 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,648,012 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SUPPORT SCIENTIFIC DISCOVERY AND DISSEMINATION OF NEW KNOWLEDGE IN THE FIELDS OF ARBORICULTURE AND URBAN FORESTRY | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $669,516 | ExpenseAmt |
| Grant | $514,938 | GrantAmt |
| Desc | 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 2016, TREE FUND ISSUED AN ALL-TIME HIGH $514,938 IN RESEARCH GRANT FUNDING TO 11 RECIPIENTS IN 6 GRANT LINES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $26,036 | ExpenseAmt |
| Grant | $20,000 | GrantAmt |
| Revenue | $1,962 | RevenueAmt |
| Desc | 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 PREMIERE 2016 COMMUNITY ENGAGEMENT WAS A SEVEN-DAY CYCLING EVENT WITH 5 OUTREACH PROGRAMS ALONG ITS ROUTE. TREE FUND ALSO ISSUED 3 COMMUNITY ENGAGEMENT GRANTS VALUED AT $20,000 TOTAL, WHILE OFFERING 2 WEBINARS, 3 OTHER PUBLIC EVENTS, ADVERTISING WIDELY AROUND THE COUNTRY AND ISSUING A MONTHLY NEWSLETTER TARGETED TO LAY READERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $52,993 | ExpenseAmt |
| Grant | $15,000 | GrantAmt |
| Desc | TREE FUND PROVIDES SCHOLARSHIPS TO ENCOURAGE HIGH SCHOOL, COLLEGE AND GRADUATE STUDENTS TO PURSUE CAREERS IN ARBORICULTURE AND URBAN FORESTRY. IN 2016, TREE FUND ISSUED 6 SCHOLARSHIPS VALUED AT A TOTAL OF $15,000. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $748,545 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6303698300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 552 S WASHINGTON STREET NO 109 | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60540 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| BRENT ASPLUNDH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES BARBORINAS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BEAU BRODBECK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HALLIE DOZIER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL FLETCHER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN GEIST | ||||||
| VICE CHAIRMAN | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RAY HENNING | ||||||
| TREASURER | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GEORGE HUDLER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RANDALL MILLER | ||||||
| CHAIRMAN | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| WILBUR NUTTER | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROGER PHELPS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN SAYERS | ||||||
| CHAIR ELECT | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| WILLIAM SCHLEIZER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES URBAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS WOLF | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN ERIC SMITH | ||||||
| PRESIDENT/CEO | 40.00 | $118,500 | $0 | $3,500 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $118,500 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,500 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $638,355 | FundraisingAmt |
| All Other Contributions | $1,031,218 | AllOtherContributionsAmt |
| Total Contributions | $1,669,573 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,456 | TotalRevenueColumnAmt |
| Exclusion | $19,456 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $10,862 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $638,355 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $267,672 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$256,810 | TotalRevenueColumnAmt |
| Exclusion | -$256,810 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | 900099 | $1,131 | $1,131 |
| MERCHANDISE SALES | 900099 | $831 | $831 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,962 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,434,181 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,962 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$237,354 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $534,938 | TotalAmt |
| Program Services | $534,938 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Program Services | $15,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,500 | TotalAmt |
| Program Services | $37,920 | ProgramServicesAmt |
| Management And General | $35,550 | ManagementAndGeneralAmt |
| Fundraising | $45,030 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,867 | TotalAmt |
| Program Services | $57,219 | ProgramServicesAmt |
| Management And General | $54,748 | ManagementAndGeneralAmt |
| Fundraising | $61,900 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,675 | TotalAmt |
| Program Services | $8,235 | ProgramServicesAmt |
| Management And General | $9,995 | ManagementAndGeneralAmt |
| Fundraising | $13,445 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,668 | TotalAmt |
| Program Services | $8,844 | ProgramServicesAmt |
| Management And General | $5,154 | ManagementAndGeneralAmt |
| Fundraising | $8,670 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,833 | TotalAmt |
| Program Services | $315 | ProgramServicesAmt |
| Management And General | $4,085 | ManagementAndGeneralAmt |
| Fundraising | $2,433 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,299 | TotalAmt |
| Program Services | $1,409 | ProgramServicesAmt |
| Management And General | $29,847 | ManagementAndGeneralAmt |
| Fundraising | $16,043 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,961 | TotalAmt |
| Program Services | $550 | ProgramServicesAmt |
| Management And General | $5,478 | ManagementAndGeneralAmt |
| Fundraising | $58,933 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,424 | TotalAmt |
| Program Services | $4,349 | ProgramServicesAmt |
| Management And General | $4,598 | ManagementAndGeneralAmt |
| Fundraising | $10,477 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,091 | TotalAmt |
| Program Services | $4,753 | ProgramServicesAmt |
| Management And General | $5,149 | ManagementAndGeneralAmt |
| Fundraising | $7,189 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,176 | TotalAmt |
| Program Services | $4,846 | ProgramServicesAmt |
| Management And General | $6,999 | ManagementAndGeneralAmt |
| Fundraising | $9,331 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,074 | TotalAmt |
| Program Services | $10,242 | ProgramServicesAmt |
| Management And General | $2,370 | ManagementAndGeneralAmt |
| Fundraising | $12,462 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,478 | TotalAmt |
| Program Services | $2,796 | ProgramServicesAmt |
| Management And General | $1,668 | ManagementAndGeneralAmt |
| Fundraising | $2,014 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBT EXPENSE | $47,589 | $47,589 | ||
| BOARD EXPENSE | $17,572 | $5,368 | $10,447 | $1,757 |
| TELEPHONE | $8,662 | $2,548 | $2,587 | $3,527 |
| BANK CHARGES | $7,380 | $130 | $3,709 | $3,541 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,314 | TotalAmt |
| Program Services | $1,494 | ProgramServicesAmt |
| Management And General | $2,134 | ManagementAndGeneralAmt |
| Fundraising | $686 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,190,501 | TotalAmt |
| Program Services | $748,545 | ProgramServicesAmt |
| Management And General | $184,518 | ManagementAndGeneralAmt |
| Fundraising | $257,438 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,232 | BOYAmt |
| EOY | $233,946 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,127 | BOYAmt |
| EOY | $10,550 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,466 | BOYAmt |
| EOY | $4,947 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,176,804 | BOYAmt |
| EOY | $3,771,410 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,423,629 | BOYAmt |
| EOY | $4,020,853 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,180 | BOYAmt |
| EOY | $39,849 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,608 | BOYAmt |
| EOY | $332,992 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,788 | BOYAmt |
| EOY | $372,841 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,587 | BOYAmt |
| EOY | -$288,450 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $328,584 | BOYAmt |
| EOY | $386,853 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,826,670 | BOYAmt |
| EOY | $3,549,609 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,242,841 | BOYAmt |
| EOY | $3,648,012 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,423,629 | BOYAmt |
| EOY | $4,020,853 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $243,680 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $161,491 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $772,535 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,056,549 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,123,046 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,016,049 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,031,218 | CurrentTaxYearAmt |
| Total | $4,999,397 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $772,535 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,056,549 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,123,046 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,016,049 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,031,218 | CurrentTaxYearAmt |
| Total | $4,999,397 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $274,876 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,724,521 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,894 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,769 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,559 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,484 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,456 | CurrentTaxYearAmt |
| Total | $124,162 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,892 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,988 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,052 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,068 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,962 | CurrentTaxYearAmt |
| Total | $32,962 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,156,521 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $523,290 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.91620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87520 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,927,376 | BeginningYearBalanceAmt |
| Contributions | $663,109 | ContributionsAmt |
| Investment Earnings Or Losses | $191,239 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $10,314 | AdministrativeExpensesAmt |
| End Year Balance | $3,771,410 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.94120 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05880 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN INVESTMENTS HELD BY CHICAGO COMMUNITY TRUST | Desc |
| Book Value | $3,771,410 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,771,410 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,961,007 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $161,491 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $97,663 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $267,672 | OtherRevenueAmt |
| Revenue Not Reported | $526,826 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,434,181 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,434,181 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,555,836 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $97,663 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $267,672 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $365,335 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,190,501 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,190,501 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUND IS INTENDED TO FUND RESEARCH, EDUCATION, AND COMMUNITY ENGAGEMENT. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSES RELATED TO SPECIAL EVENTS NETTED AGAINST REVENUE 267,672. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSES OF SPECIAL EVENTS NETTED AGAINST FUNDRAISING REVENUE 267,672. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | TOUR DE TREES | Event1Nm |
| Gross Receipts Event1 | $562,797 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $551,935 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $10,862 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $65,412 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $60,542 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $116,401 | OtherDirectExpensesEvent1Amt |
| Event2 | ISA CONFERENCE | Event2Nm |
| Gross Receipts Event2 | $86,420 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $86,420 | CharitableContriEvent2Amt |
| Cash Prizes Event2 | $3,000 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $4,230 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $4,699 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $8,617 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $4,771 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $649,217 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $638,355 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $10,862 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $3,000 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $4,230 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $70,111 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $69,159 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $121,172 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $267,672 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$256,810 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BALL STATE UNIVERSITY | ||||||||
| 2000 W UNIVERSITY AVENUE CL 425 | MUNCIE | IN | 47306 | 356000221 | 501C3 | $23,030 | PROVIDES START UP OR SEED FUNDING TO SUPPORT INNOVATIVE RESEARCH AND TECHNOLOGY TRANSFER PROJECTS | |
| UNIVERSITY OF MASSACHUSETTS AMHERST | ||||||||
| 70 BUTTERFIELD TERRACE RESEARCH | AMHERST | MA | 010039242 | 542084125 | 501C3 | $25,000 | PROVIDES START UP OR SEED FUNDING TO SUPPORT INNOVATIVE RESEARCH AND TECHNOLOGY TRANSFER PROJECTS | ADMIN BLDG |
| UNIVERSITY OF WISCONSIN - STEVENS POINT | ||||||||
| TRAINER NATURAL RESOURCES 800 | STEVENS POINT | WI | 54481 | 396006492 | 501C3 | $48,583 | SUPPORTS RESEARCH THAT DIRECTLY AFFECTS THE WORK OF INDUSTRY PROFESSIONALS. | RESERVE STREET |
| VIRGINIA TECH | ||||||||
| 310 WEST CAMPUS DR SUITE 310 | BLACKSBURG | VA | 24061 | 546001805 | 501C3 | $50,000 | SUPPORTS RESEARCH THAT DIRECTLY AFFECTS THE WORK OF INDUSTRY PROFESSIONALS. | |
| UNIVERSITY OF MARYLAND | ||||||||
| 1426 AG ENG/ANIM SCI BLDG | COLLEGE PARK | MD | 20742 | 526002033 | 501C3 | $99,931 | SUPPORTS MENTORED DOCTORAL RESEARCH PROJECTS IN PRIORITY AREAS OF ARBORICULTURE AND URBAN FORESTRY. THE RESEARCH FELLOWSHIP GRANT IS OFFERED AS FUNDS ARE AVAILABLE. | |
| TCIA FOUNDATION | ||||||||
| 136 HARVEY ROAD SUITE 101 | LONDONDERRY | NH | 03053 | 593828176 | 501C3 | $5,035 | ARBORIST SAFETY TRAINING | |
| SOUTH DAKOTA STATE UNIVERSITY (MCCRORY GARDENS) | ||||||||
| 631 22ND AVENUE BOX 2140A | BROOKINGS | SD | 57007 | 466000364 | 501C3 | $5,000 | SUPPORTS THE DEVELOPMENT OF UNIQUE, CREATIVE OR INNOVATIVE EDUCATIONAL PROGRAMS AND MATERIALS TO FOSTER INTEREST IN AND ENTHUSIASM FOR URBAN AND COMMUNITY FORESTS. | |
| ASHEVILLE GREENWORKS | ||||||||
| PO BOX 22 | ASHEVILLE | NC | 28802 | 561672870 | 501C3 | $5,000 | SUPPORTS THE DEVELOPMENT OF UNIQUE, CREATIVE OR INNOVATIVE EDUCATIONAL PROGRAMS AND MATERIALS TO FOSTER INTEREST IN AND ENTHUSIASM FOR URBAN AND COMMUNITY FORESTS. | |
| THE GREENING OF DETROIT | ||||||||
| 1418 MICHIGAN AVENUE | DETROIT | MI | 48216 | 310036036 | 501C3 | $5,000 | SUPPORTS THE DEVELOPMENT OF UNIQUE, CREATIVE OR INNOVATIVE EDUCATIONAL PROGRAMS AND MATERIALS TO FOSTER INTEREST IN AND ENTHUSIASM FOR URBAN AND COMMUNITY FORESTS. | |
| HOLDEN ARBORETUM | ||||||||
| 9500 SPERRY ROAD | KIRTLAND | OH | 44094 | 340750346 | 501C3 | $5,000 | SUPPORTS THE DEVELOPMENT OF UNIQUE, CREATIVE OR INNOVATIVE EDUCATIONAL PROGRAMS AND MATERIALS TO FOSTER INTEREST IN AND ENTHUSIASM FOR URBAN AND COMMUNITY FORESTS | |
| SONOMA STATE UNIVERSITY | ||||||||
| 1801 E COTATI AVENUE | ROHNERT PARK | CA | 94928 | 680338225 | 501C3 | $175,000 | PROVIDES START UP OR SEED FUNDING TO SUPPORT INNOVATIVE RESEARCH AND TECHNOLOGY TRANSFER PROJECTS. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 6 | RecipientCnt |
| Cash Grant | $15,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt |
|---|---|---|---|
| Yes (X) | ADVERTISING | 16 | $61,088 |
| Yes (X) | SPECIAL EVENT RELATED ITEMS | 21 | $13,076 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR |