2017-05-15T16:34:10-05:00 2016-12-31 362239746 SASSETTI LLC 6611 NORTH AVENUE OAK PARK IL 60302 990 2016-01-01 371018692 TREE RESEARCH AND EDUCATION ENDOWMENT FUND TREE 6303698300 552 S WASHINGTON STREET NO 109 NAPERVILLE IL 60540 JOHN ERIC SMITH PRESIDENT/CEO 6303698300 2017-05-01 1 JEFF SCHROEDER P01245303 7083861433 2017-05-01 173.15.34.189 2017-05-01 15:48:08 CD P C1345BF01031A6A7A60597448CE14423B1AF37DA C1345BF01031A6A7A60597448CE14423B1AF37DA 2016 2021-01-29 14:40:06Z JOHN ERIC SMITH 552 S WASHINGTON STREET NO 109 NAPERVILLE IL 60540 1701853 0 X WWW.TREEFUND.ORG X 1975 IL SUPPORT SUSTAINABLE COMMUNITIES AND ENVIRONMENTAL STEWARDSHIP 15 15 6 200 0 0 1016049 1669573 0 0 29484 19456 -21156 -254848 1024377 1434181 133789 549938 0 0 332463 346710 0 0 257438 397637 293853 863889 1190501 160488 243680 3423629 4020853 180788 372841 3242841 3648012 SUPPORT SCIENTIFIC DISCOVERY AND DISSEMINATION OF NEW KNOWLEDGE IN THE FIELDS OF ARBORICULTURE AND URBAN FORESTRY 0 0 669516 514938 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. 26036 20000 1962 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. 52993 15000 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. 748545 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 6 1 0 0 0 0 0 1 1 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 BRENT ASPLUNDH TRUSTEE 1.00 X 0 0 0 JAMES BARBORINAS TRUSTEE 1.00 X 0 0 0 BEAU BRODBECK TRUSTEE 1.00 X 0 0 0 HALLIE DOZIER TRUSTEE 1.00 X 0 0 0 PAUL FLETCHER TRUSTEE 1.00 X 0 0 0 STEVEN GEIST VICE CHAIRMAN 4.00 X X 0 0 0 RAY HENNING TREASURER 4.00 X X 0 0 0 GEORGE HUDLER TRUSTEE 1.00 X 0 0 0 RANDALL MILLER CHAIRMAN 10.00 X X 0 0 0 WILBUR NUTTER TREASURER 1.00 X 0 0 0 ROGER PHELPS TRUSTEE 1.00 X 0 0 0 BRIAN SAYERS CHAIR ELECT 4.00 X X 0 0 0 WILLIAM SCHLEIZER TRUSTEE 1.00 X 0 0 0 JAMES URBAN TRUSTEE 1.00 X 0 0 0 THOMAS WOLF TRUSTEE 1.00 X 0 0 0 JOHN ERIC SMITH PRESIDENT/CEO 40.00 X 118500 0 3500 118500 0 3500 1 0 0 0 0 638355 1031218 1669573 19456 19456 10862 638355 267672 -256810 -256810 MISCELLANEOUS INCOME 900099 1131 1131 MERCHANDISE SALES 900099 831 831 1962 1434181 1962 0 -237354 534938 534938 15000 15000 118500 37920 35550 45030 173867 57219 54748 61900 31675 8235 9995 13445 22668 8844 5154 8670 6833 315 4085 2433 47299 1409 29847 16043 64961 550 5478 58933 19424 4349 4598 10477 17091 4753 5149 7189 21176 4846 6999 9331 25074 10242 2370 12462 6478 2796 1668 2014 BAD DEBT EXPENSE 47589 47589 BOARD EXPENSE 17572 5368 10447 1757 TELEPHONE 8662 2548 2587 3527 BANK CHARGES 7380 130 3709 3541 4314 1494 2134 686 1190501 748545 184518 257438 134232 233946 103127 10550 9466 4947 3176804 3771410 3423629 4020853 34180 39849 146608 332992 180788 372841 X 87587 -288450 328584 386853 2826670 3549609 3242841 3648012 3423629 4020853 243680 161491 0 X X 0 1 X 1 0 X 772535 1056549 1123046 1016049 1031218 4999397 772535 1056549 1123046 1016049 1031218 4999397 274876 4724521 19894 24769 30559 29484 19456 124162 6892 7988 4052 12068 1962 32962 5156521 523290 0.91620 0.87520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2927376 663109 191239 10314 3771410 0.94120 0.05880 1 0 0 BENEFICIAL INTEREST IN INVESTMENTS HELD BY CHICAGO COMMUNITY TRUST 3771410 3771410 1961007 161491 97663 267672 526826 1434181 0 1434181 1555836 97663 267672 365335 1190501 0 1190501 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. TOUR DE TREES 562797 551935 10862 65412 60542 116401 ISA CONFERENCE 86420 86420 3000 4230 4699 8617 4771 649217 638355 10862 3000 4230 70111 69159 121172 267672 -256810 0 BALL STATE UNIVERSITY 2000 W UNIVERSITY AVENUE CL 425 MUNCIE IN 47306 356000221 501C3 23030 PROVIDES START UP OR SEED FUNDING TO SUPPORT INNOVATIVE RESEARCH AND TECHNOLOGY TRANSFER PROJECTS UNIVERSITY OF MASSACHUSETTS AMHERST 70 BUTTERFIELD TERRACE RESEARCH ADMIN BLDG AMHERST MA 010039242 542084125 501C3 25000 PROVIDES START UP OR SEED FUNDING TO SUPPORT INNOVATIVE RESEARCH AND TECHNOLOGY TRANSFER PROJECTS UNIVERSITY OF WISCONSIN - STEVENS POINT TRAINER NATURAL RESOURCES 800 RESERVE STREET STEVENS POINT WI 54481 396006492 501C3 48583 SUPPORTS RESEARCH THAT DIRECTLY AFFECTS THE WORK OF INDUSTRY PROFESSIONALS. VIRGINIA TECH 310 WEST CAMPUS DR SUITE 310 BLACKSBURG VA 24061 546001805 501C3 50000 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 99931 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 5035 ARBORIST SAFETY TRAINING SOUTH DAKOTA STATE UNIVERSITY (MCCRORY GARDENS) 631 22ND AVENUE BOX 2140A BROOKINGS SD 57007 466000364 501C3 5000 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 5000 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 5000 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 5000 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 175000 PROVIDES START UP OR SEED FUNDING TO SUPPORT INNOVATIVE RESEARCH AND TECHNOLOGY TRANSFER PROJECTS. 11 0 SCHOLARSHIPS 6 15000 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. X ADVERTISING 16 61088 X SPECIAL EVENT RELATED ITEMS 21 13076 0 0 0 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