TREE FUND-TREE RESEARCH & EDUCATION ENDOWMENT FUND: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- TREE FUND-TREE RESEARCH & EDUCATION ENDOWMENT FUND (EIN 37-1018692)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-27
- IRS object ID
- 201611489349300521
- Schema version
- 2015v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-27T13:21:41-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362886485 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUGAN & LOPATKA CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 E ROOSEVELT ROAD SUITE 102 | AddressLine1Txt |
| City | WHEATON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 601875267 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 2016-05-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN OLSON | PreparerPersonNm |
| PTIN | P00085441 | PTIN |
| Phone | 6306654440 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | 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 | $1,113,686 | 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 | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,123,046 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,016,049 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $30,559 | PYInvestmentIncomeAmt |
| CY Investment Income | $29,484 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$151,693 | PYOtherRevenueAmt |
| CY Other Revenue | -$21,156 | CYOtherRevenueAmt |
| PY Total Revenue | $1,001,912 | PYTotalRevenueAmt |
| CY Total Revenue | $1,024,377 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $298,640 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $133,789 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $325,049 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $332,463 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $395,003 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $243,169 | PYOtherExpensesAmt |
| CY Other Expenses | $397,637 | CYOtherExpensesAmt |
| PY Total Expenses | $866,858 | PYTotalExpensesAmt |
| CY Total Expenses | $863,889 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $135,054 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $160,488 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,425,095 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,423,629 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $292,703 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $180,788 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,132,392 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,242,841 | 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 | $284,652 | ExpenseAmt |
| Grant | $133,789 | GrantAmt |
| Revenue | $12,068 | RevenueAmt |
| Desc | RESEARCH SUPPORT AND EDUCATION - PROVIDE RESEARCH GRANTS TO INDIVIDUALS AND ORGANIZATIONS PERFORMING TREE-RELATED RESEARCH WHICH IS THE TRUST'S PURPOSE.THE EDUCATIONAL PROGRAMS SUPPORT NUMEROUS PUBLIC EDUCATION ENDEAVORS. THE TOUR DES TREES PROVIDES EDUCATIONAL OPPORTUNITIES THROUGH PRESENTATIONS AND MEDIA INTERVIEWS ON THE IMPORTANCE OF TREES AND THE ROLE OF TREE RESEARCH. PROGRAMS INCLUDE INFORMATION FOR PRE-SCHOOL TO HIGH SCHOOL. PROGRAMS ALSO DESCRIBE THE CAREER OPPORTUNITIES IN ARBORICULTURE. | Desc |
| Total Program Service Expenses | $284,652 | 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 | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | 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 | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 7 | 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | 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 |
| 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 | JOHN ERIC SMITH | 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 | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60540 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| RANDALL MILLER | ||||||
| CHAIRMAN | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RAY HENNING | ||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL ROBINSON | ||||||
| INTERIM TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIAN SAYERS | ||||||
| VICE-CHAIRMAN | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRENT ASPLUNDH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES BARBORINAS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT DIFFENDERFER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HALLIE DOZIER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA FAIR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL FLETCHER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN GEIST | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG GOBER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE HUDLER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILBUR NUTTER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROGER PHELPS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| 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 | |
| M JANET BORNANCIN | ||||||
| FORMER PRESIDENT/CEO | 60.00 | Yes (X) | $57,172 | $0 | $1,236 | |
| JOHN ERIC SMITH | ||||||
| PRESIDENT/CEO | 60.00 | Yes (X) | $40,987 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $98,159 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,236 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | 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 | $615,452 | FundraisingAmt |
| All Other Contributions | $400,597 | AllOtherContributionsAmt |
| Noncash Contributions | $66,186 | NoncashContributionsAmt |
| Total Contributions | $1,016,049 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,484 | TotalRevenueColumnAmt |
| Exclusion | $29,484 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $56,085 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $615,452 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $89,309 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$33,224 | TotalRevenueColumnAmt |
| Exclusion | -$33,224 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| GRANT REFUNDS | 900099 | $9,634 | $9,634 |
| MISCELLANEOUS | 900099 | $2,434 | $2,434 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,068 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,024,377 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,068 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$3,740 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,883 | TotalAmt |
| Program Services | $18,883 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,906 | TotalAmt |
| Program Services | $94,906 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
| Program Services | $20,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,395 | TotalAmt |
| Program Services | $18,909 | ProgramServicesAmt |
| Management And General | $34,484 | ManagementAndGeneralAmt |
| Fundraising | $46,002 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,577 | TotalAmt |
| Program Services | $33,167 | ProgramServicesAmt |
| Management And General | $60,378 | ManagementAndGeneralAmt |
| Fundraising | $80,032 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,657 | TotalAmt |
| Program Services | $472 | ProgramServicesAmt |
| Management And General | $991 | ManagementAndGeneralAmt |
| Fundraising | $2,194 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,952 | TotalAmt |
| Program Services | $4,515 | ProgramServicesAmt |
| Management And General | $9,467 | ManagementAndGeneralAmt |
| Fundraising | $20,970 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,882 | TotalAmt |
| Program Services | $2,715 | ProgramServicesAmt |
| Management And General | $5,847 | ManagementAndGeneralAmt |
| Fundraising | $12,320 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,477 | TotalAmt |
| Fundraising | $3,477 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,755 | TotalAmt |
| Program Services | $2,021 | ProgramServicesAmt |
| Management And General | $4,471 | ManagementAndGeneralAmt |
| Fundraising | $9,263 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,800 | TotalAmt |
| Management And General | $8,800 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $655 | TotalAmt |
| Management And General | $425 | ManagementAndGeneralAmt |
| Fundraising | $230 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,869 | TotalAmt |
| Program Services | $3,686 | ProgramServicesAmt |
| Management And General | $24 | ManagementAndGeneralAmt |
| Fundraising | $9,159 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,340 | TotalAmt |
| Program Services | $4,736 | ProgramServicesAmt |
| Management And General | $5,703 | ManagementAndGeneralAmt |
| Fundraising | $35,901 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,522 | TotalAmt |
| Program Services | $10,799 | ProgramServicesAmt |
| Management And General | $562 | ManagementAndGeneralAmt |
| Fundraising | $4,161 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,404 | TotalAmt |
| Program Services | $2,361 | ProgramServicesAmt |
| Management And General | $5,223 | ManagementAndGeneralAmt |
| Fundraising | $10,820 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,559 | TotalAmt |
| Program Services | $27,976 | ProgramServicesAmt |
| Management And General | $524 | ManagementAndGeneralAmt |
| Fundraising | $112,059 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,638 | TotalAmt |
| Program Services | $83 | ProgramServicesAmt |
| Management And General | $165 | ManagementAndGeneralAmt |
| Fundraising | $1,390 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,376 | TotalAmt |
| Program Services | $1,438 | ProgramServicesAmt |
| Management And General | $905 | ManagementAndGeneralAmt |
| Fundraising | $6,033 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACT LABOR | $59,935 | $8,748 | $13,561 | $37,626 |
| RECRUITMENT | $20,966 | $20,966 | ||
| BAD DEBT | $20,000 | $20,000 | ||
| BOARD EXPENSES | $14,511 | $2,693 | $10,921 | $897 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,830 | TotalAmt |
| Program Services | $6,544 | ProgramServicesAmt |
| Management And General | $817 | ManagementAndGeneralAmt |
| Fundraising | $2,469 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $863,889 | TotalAmt |
| Program Services | $284,652 | ProgramServicesAmt |
| Management And General | $184,234 | ManagementAndGeneralAmt |
| Fundraising | $395,003 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,024 | BOYAmt |
| EOY | $134,232 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,154,924 | BOYAmt |
| EOY | $3,176,804 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,547 | BOYAmt |
| EOY | $103,127 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,600 | BOYAmt |
| EOY | $9,466 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $30,120 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $30,120 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,425,095 | BOYAmt |
| EOY | $3,423,629 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,199 | BOYAmt |
| EOY | $34,180 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,504 | BOYAmt |
| EOY | $146,608 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,703 | BOYAmt |
| EOY | $180,788 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $787,753 | BOYAmt |
| EOY | $734,587 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,088,104 | BOYAmt |
| EOY | $1,232,442 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,256,535 | BOYAmt |
| EOY | $1,275,812 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,132,392 | BOYAmt |
| EOY | $3,242,841 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,425,095 | BOYAmt |
| EOY | $3,423,629 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $160,488 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$50,039 | 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 | $913,025 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $772,535 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,056,549 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,123,046 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,016,049 | CurrentTaxYearAmt |
| Total | $4,881,204 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $913,025 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $772,535 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,056,549 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,123,046 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,016,049 | CurrentTaxYearAmt |
| Total | $4,881,204 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $472,509 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,408,695 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,460 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,894 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,769 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,559 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,484 | CurrentTaxYearAmt |
| Total | $119,166 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,926 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,892 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,988 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,052 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,068 | CurrentTaxYearAmt |
| Total | $36,926 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,037,296 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $523,291 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87520 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87250 | 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 | $1,596,275 | BeginningYearBalanceAmt |
| Contributions | $24,627 | ContributionsAmt |
| Investment Earnings Or Losses | -$15,208 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,884 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,590,810 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,522,464 | BeginningYearBalanceAmt |
| Contributions | $23,097 | ContributionsAmt |
| Investment Earnings Or Losses | $56,714 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,596,275 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,156,983 | BeginningYearBalanceAmt |
| Contributions | $152,581 | ContributionsAmt |
| Investment Earnings Or Losses | $215,900 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,522,464 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $998,509 | BeginningYearBalanceAmt |
| Contributions | $67,553 | ContributionsAmt |
| Investment Earnings Or Losses | $104,957 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,036 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,156,983 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,046,297 | BeginningYearBalanceAmt |
| Contributions | $26,622 | ContributionsAmt |
| Investment Earnings Or Losses | -$68,410 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $998,509 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.80000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,120 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,120 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,151,615 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$50,039 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $167,272 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $28,439 | OtherRevenueAmt |
| Revenue Not Reported | $145,672 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,005,943 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $8,800 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $9,634 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $18,434 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,024,377 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,041,166 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $167,272 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $28,439 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $195,711 | ExpensesNotReportedAmt |
| Expenses Subtotal | $845,455 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $8,800 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $9,634 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $18,434 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $863,889 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | FUNDING OF ARBORICULTURE OR RELATED CURRICULA IN HIGH SCHOOL AND COLLEGE LEVEL PROGRAMS AS WELL AS POROMOTION OF THE ARBORICULTURE PROFESSION AT ALL EDUCATIONAL LEVELS. |
| PART X, LINE 2: | THE FUND FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND ILLINOIS. WITH FEW EXCEPTIONS, THE FUND IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2012. THE FUND DOES NOT EXPECT A MATERIAL NET CHANGE IN UNRECOGNIZED TAX BENEFITS IN THE NEXT TWELVE MONTHS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSES OF SPECIAL EVENTS 28,439. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GRANT ADJUSTMENTS 9,634. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSES OF SPECIAL EVENTS 28,439. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANT ADJUSTMENTS 9,634. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | GRANTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $20,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $20,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $20,000 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | JACK KIMMEL INTERNATIONAL GRANTS- TO PROVIDE FUNDING FOR ARBORICULTURE RESEARCH PROJECTS ALL OVER THE WORLD | TypeOfAssistanceTxt |
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU | RegionTxt |
| Recipient | 2 | RecipientCnt |
| Cash Grant | $20,000 | CashGrantAmt |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | TOUR DES TREES | Event1Nm |
| Gross Receipts Event1 | $580,322 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $571,622 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $8,700 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $13,965 | OtherDirectExpensesEvent1Amt |
| Event2 | AUCTION | Event2Nm |
| Gross Receipts Event2 | $91,215 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $43,830 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $47,385 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $60,870 | NonCashPrizesEvent2Amt |
| Other Direct Expenses Event2 | $14,474 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $671,537 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $615,452 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $56,085 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $60,870 | NonCashPrizesTotalEventsAmt |
| Oth Direct Expnss Total Events | $28,439 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $89,309 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$33,224 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CUYAHOGA RIVER COMMUNITY PLANNING | |||||||
| 1299 SUPERIOIR AVE E | CLEVELAND | OH | 44114 | 341616693 | 501(C)(3) | $5,000 | SUPPORT NUMEROUS PUBLIC EDUCATION ENDEAVORS |
| TOLEDO BOTANICAL GARDEN | |||||||
| 5403 ELMER DRIVE | TOLEDO | OH | 43615 | 341350559 | 501(C)(3) | $5,000 | SUPPORT NUMEROUS PUBLIC EDUCATION ENDEAVORS |
| FOREST RELEAF OF MISSOURI | |||||||
| 4207 LINDELL BLVD | ST LOUIS | MO | 63108 | 431615929 | 501(C)(3) | $5,000 | SUPPORT NUMEROUS PUBLIC EDUCATION ENDEAVORS |
| TREE CARE INDUSTRY ASSOCIATION FOUNDATION | |||||||
| 136 HARVEY ROAD | LONDONDERRY | NH | 03053 | 593828176 | 501(C)(3) | $3,883 | SUPPORT LOCAL AND REGIONAL ARBORICULTURE TRAINING AND EDUCATION PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| HYLAND JOHNS GRANTS - SUPPORTS MULTI-YEAR RESEARCH PROJECTS WITH SPECIAL EMPHASIS ON ROOT AND SOIL MANAGEMENT, PLANTING AND ESTABLISHMENT, PLANT HEALTH CARE, RISK ASSESSMENT, WORKER SAFETY AND URBAN FORESTRY | 2 | $49,930 |
| JOHN DULING GRANTS - PROVIDE SEED MONEY OR PARTIAL SUPPORT FOR RESEARCH AND TECHNOLOGY TRANSFER PROJECTS THAT BENEFIT THE EVERYDAY WORK OF ARBORISTS AND URBAN FORESTERS | 2 | $19,976 |
| ROBERT FELIX MEMORIAL SCHOLARSHIPS - FOR COLLEGE STUDENTS STUDYING ARBORICULTURE, URBAN FORESTRY OR A RELATED FIELD WITH THE INTENTION OF ENTERING THE PROFESSION OF ARBORICULTURE | 3 | $9,000 |
| JOHN WRIGHT MEMORIAL SCHOLARSHIP - FOR HIGH SCHOOL SENIORS AND RETURNING COLLEGE STUDENTS PURSUING CAREERS RELATED TO ARBORICULTURE | 1 | $2,000 |
| JACK KIMMEL GRANTS - TO PROVIDE FUNDING FOR ARBORICULTURE RESEARCH PROJECTS ALL OVER THE WORLD | 1 | $10,000 |
| FRAN WARD WOMEN IN ARBORICULTURE SCHOLARSHIPS - TO SUPPORT FEMALE COLLEGE STUDENTS FROM PENNSYLVANIA OR DELAWARE ENROLLED IN A PROGRAM RELATED TO THE PRACTICE OF ARBORICULTURE AND URBAN FORESTRY | 1 | $2,000 |
| HORACE M THAYER SCHOLARSHIPS - TO SUPPORT COLLEGE STUDENTS FROM PENNSYLVANIA OR DELAWARE ENROLLED IN A PROGRAM RELATED TO THE PRACTICE OF ARBORICULTURE AND URBAN FORESTRY | 1 | $2,000 |
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 | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | AUCTION ITEMS | 153 | $60,870 | FAIR MARKET VALUE |
| Yes (X) | TOUR ITEMS | 7 | $5,316 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE EXECUTIVE DIRECTOR RECEIVES A COPY OF FORM 990 AND DISTRIBUTES ELECTRONICALLY TO THE TRUSTEES FOR THEIR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE EXECUTIVE DIRECTOR REMINDS TRUSTEES ANNUALLY. CONFLICT OF INTEREST FORMS ARE COMPLETED ANNUALLY. 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 | EXECUTIVE COMMITTEE USES THE ASSOCIATION OF SMALL FOUNDATIONS MANAGEMENT AND COMPENSATION SURVEY TO COMPARE WITH. ALL TRUSTEES EVALUATE EXECUTIVE DIRECTOR BY STANDARD FORM. THIS INFORMATION IS SUMMARIZED BY THE PRESIDENT AND PRESENTED TO THE EXECUTIVE COMMITTEE FOR DISCUSSION AND BENCHMARKED AGAINST OTHER EXECUTIVE DIRECTOR SALARIES IN THE REGION OF SIMILAR SIZE TO DETERMINE THE EXECUTIVE DIRECTOR'S COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON WRITTEN REQUEST |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR. |