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← TREE FUND-TREE RESEARCH & EDUCATION ENDOWMENT FUND

Form 990 for tax year 2023

Filed by TREE FUND-TREE RESEARCH & EDUCATION ENDOWMENT FUND.

Totals

Total revenue
$708,013
Total expenses
$632,992
Contributions and grants received
$912,370
Grants paid
$166,570
Program service revenue
$11,867
Investment income
$1,905
Other revenue
-$218,129
Total assets, end of year
$6,023,755
Total liabilities, end of year
$325,899
Net assets or fund balances, end of year
$5,697,856
Program services expenses (Part IX)
$297,444
Management and general expenses
$160,426
Fundraising expenses
$175,122
Program service expenses (Part III)
$297,444

Program services were 47.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $369,675

  • 1e · Government grants (contributions)

    $59,591

  • 1f · All other contributions, gifts and grants

    $483,104

  • 1g · Noncash contributions included above

    $17,000

  • 2a · Program service revenue: GRANT MANAGEMENT FEES

    total $11,867 · related or exempt $11,867

  • 3 · Investment income

    total $1,905 · excluded $1,905

  • 8a · Fundraising events: gross income

    $22,195

  • 8a · Fundraising events: contributions included on line 1c

    $369,675

  • 8b · Fundraising events: direct expenses

    $240,574

  • 8c · Net income from fundraising events

    total -$218,379 · excluded -$218,379

  • 11a · Other revenue: MISCELLANEOUS

    total $250 · related or exempt $250

  • 11e · Other revenue, total

    $250

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $124,670 · program services $124,670

  • 2 · Grants to domestic individuals

    total $32,500 · program services $32,500

  • 3 · Grants to foreign organizations and individuals

    total $9,400 · program services $9,400

  • 5 · Compensation of officers, directors and key employees

    total $55,000 · program services $23,601 · management and general $7,441 · fundraising $23,958

  • 7 · Other salaries and wages

    total $133,149 · program services $57,135 · management and general $18,015 · fundraising $57,999

  • 9 · Other employee benefits

    total $21,739 · program services $9,320 · management and general $2,945 · fundraising $9,474

  • 10 · Payroll taxes

    total $15,148 · program services $6,191 · management and general $2,628 · fundraising $6,329

  • 11c · Fees: accounting

    total $45,303 · management and general $45,303

  • 11g · Fees: other

    total $51,373 · program services $29,350 · management and general $13,331 · fundraising $8,692

  • 12 · Advertising and promotion

    total $6,684 · management and general $6,684

  • 13 · Office expenses

    total $24,587 · program services $922 · management and general $9,967 · fundraising $13,698

  • 14 · Information technology

    total $26,650 · management and general $26,650

  • 16 · Occupancy

    total $5,940 · program services $2,546 · management and general $805 · fundraising $2,589

  • 17 · Travel

    total $26,086 · management and general $26,086

  • 22 · Depreciation, depletion and amortization

    total $280 · program services $121 · management and general $38 · fundraising $121

  • 23 · Insurance

    total $3,936 · program services $1,688 · management and general $533 · fundraising $1,715

  • 24a · Other expenses: BAD DEBTS

    total $50,547 · fundraising $50,547

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $587,483 · end of year $525,483

  • 2 · Savings and temporary cash investments

    end of year $502,541

  • 3 · Pledges and grants receivable

    beginning of year $329,241 · end of year $65,924

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,038 · end of year $27,371

  • 10a · Land, buildings and equipment: cost or other basis

    $1,397

  • 10b · Land, buildings and equipment: accumulated depreciation

    $349

  • 10c · Land, buildings and equipment, net

    beginning of year $1,327 · end of year $1,048

  • 11 · Investments: publicly traded securities

    beginning of year $26,092 · end of year $28,872

  • 15 · Other assets

    beginning of year $4,413,384 · end of year $4,872,516

  • 17 · Accounts payable and accrued expenses

    beginning of year $38,750 · end of year $49,066

  • 18 · Grants payable

    beginning of year $353,124 · end of year $270,895

  • 19 · Deferred revenue

    end of year $5,938

  • 27 · Net assets without donor restrictions

    beginning of year -$141,703 · end of year -$92,097

  • 28 · Net assets with donor restrictions

    beginning of year $5,110,394 · end of year $5,789,953

Mission and programs · 2023

Mission

SUPPORT SCIENTIFIC DISCOVERY AND DISSEMINATION OF NEW KNOWLEDGE IN THE FIELDS OF ARBORICULTURE AND URBAN FORESTRY

Activities or mission (Part I)

SUPPORT SUSTAINABLE COMMUNITIES AND ENVIRONMENTAL STEWARDSHIP

  • TREE FUND PROVIDES DIRECTED AND COMPETITIVE GRANTS TO SCHOLARS AND RESEARCHERS TO CONDUCT PRIMARY AND APPLIED RESEARCH TO INCREASE PRACTICAL KNOWLEDGE AND PROMOTE THE BEST TECHNIQUES IN ARBORICULTURE, URBAN FORESTRY, AND RELATED PROFESSIONAL FIELDS. IN FY 2023, TREE FUND ISSUED $129,140 IN NEW RESEARCH GRANT FUNDING TO FIVE RECIPIENTS IN FIVE GRANT LINES WHILE CONTINUING TO MANAGE 23 MULTI-YEAR GRANTS FROM PRIOR FISCAL YEARS.

    Expenses $260,014 · Grants $129,140 · Revenue $12,117

  • TREE FUND PROVIDES GRANTS TO CHARITABLE ORGANIZATIONS AND IMPLEMENTS PROGRAMS DESIGNED TO INCREASE AWARENESS OF ARBORICULTURE AND URBAN FORESTRY AMONG THE PUBLIC, THEREBY ENCOURAGING PROPERTY OWNERS, BUSINESSES, AND MUNICIPALITIES TO MANAGE URBAN AND COMMUNITY FORESTS IN WAYS THAT PROMOTE INDIVIDUAL, CIVIC, AND ENVIRONMENTAL HEALTH. TREE FUND ISSUED ONE COMMUNITY ENGAGEMENT GRANT VALUED AT $4,930, WHILE OFFERING FIVE WEBINARS WITH APPROXIMATELY 5,024 ATTENDEES, FROM AROUND THE WORLD AND ISSUING A MONTHLY NEWSLETTER TARGETED TO LAY READERS.

    Expenses $4,930 · Grants $4,930

  • TREE FUND PROVIDES SCHOLARSHIPS TO ENCOURAGE COLLEGE STUDENTS TO PURSUE CAREERS IN ARBORICULTURE AND URBAN FORESTRY. IN FY 2023, TREE FUND ISSUED SEVEN SCHOLARSHIPS.

    Expenses $32,500 · Grants $32,500

As filed on the 2023 return.

Listed in Part VII

  • Patrick Franklin

    CHAIR ELECT

    Total calculated
    $0
    Hours/week
    1

  • Arnold Brodbeck

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Jacques Brunswick

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Sharon Jean-Phillippe

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Sam Vanmaanen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Peter Smith

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kathleen Wolf

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Edgar

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Lori Brockelbank

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Gordon Mann

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • David Gorden

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Daniel Herms

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Steven Geist

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Rachel Barker

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Paul Putman

    PRESIDENT/CEO

    Total calculated
    $55,000
    From this org
    $55,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
8 November 2024
IRS schema version
2023v5.1
Source object
202403189349307120

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