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← TREE FUND-TREE RESEARCH & EDUCATION ENDOWMENT FUND

Form 990 for tax year 2022

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

Totals

Total revenue
$668,187
Total expenses
$902,680
Contributions and grants received
$654,016
Grants paid
$431,705
Program service revenue
$12,659
Investment income
$177
Other revenue
$1,335
Total assets, end of year
$5,360,565
Total liabilities, end of year
$391,874
Net assets or fund balances, end of year
$4,968,691
Program services expenses (Part IX)
$613,856
Management and general expenses
$187,961
Fundraising expenses
$100,863
Program service expenses (Part III)
$613,856

Program services were 68.0% 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

    $172,790

  • 1f · All other contributions, gifts and grants

    $481,226

  • 1g · Noncash contributions included above

    $13,247

  • 2a · Program service revenue: GRANT MANAGEMENT FEES

    total $12,192 · related or exempt $12,192

  • 2b · Program service revenue: MERCHANDISE SALES

    total $467 · related or exempt $467

  • 3 · Investment income

    total $177 · excluded $177

  • 8a · Fundraising events: gross income

    $163,348

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

    $172,790

  • 8b · Fundraising events: direct expenses

    $163,348

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: MISCELLANEOUS

    total $1,335 · excluded $1,335

  • 11e · Other revenue, total

    $1,335

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $396,705 · program services $396,705

  • 2 · Grants to domestic individuals

    total $20,000 · program services $20,000

  • 3 · Grants to foreign organizations and individuals

    total $15,000 · program services $15,000

  • 5 · Compensation of officers, directors and key employees

    total $108,462 · program services $58,692 · management and general $16,577 · fundraising $33,193

  • 7 · Other salaries and wages

    total $147,293 · program services $79,705 · management and general $22,511 · fundraising $45,077

  • 9 · Other employee benefits

    total $32,633 · program services $17,659 · management and general $4,987 · fundraising $9,987

  • 10 · Payroll taxes

    total $20,555 · program services $11,116 · management and general $3,110 · fundraising $6,329

  • 11c · Fees: accounting

    total $42,226 · management and general $42,226

  • 11f · Fees: investment management

    total $18,254 · management and general $18,254

  • 11g · Fees: other

    total $8,175 · management and general $7,925 · fundraising $250

  • 12 · Advertising and promotion

    total $23,368 · management and general $23,368

  • 13 · Office expenses

    total $4,937 · management and general $4,937

  • 14 · Information technology

    total $4,609 · management and general $4,609

  • 16 · Occupancy

    total $5,347 · program services $2,893 · management and general $818 · fundraising $1,636

  • 17 · Travel

    total $34,301 · program services $8,924 · management and general $25,377

  • 22 · Depreciation, depletion and amortization

    total $70 · program services $38 · management and general $11 · fundraising $21

  • 23 · Insurance

    total $2,397 · program services $1,297 · management and general $367 · fundraising $733

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $5,180 · management and general $5,180

  • 24b · Other expenses: PRINTING

    total $3,834 · management and general $1,231 · fundraising $2,603

  • 24c · Other expenses: BANK CHARGES

    total $3,491 · management and general $3,491

  • 24d · Other expenses: TELEPHONE

    total $3,377 · program services $1,827 · management and general $516 · fundraising $1,034

  • 24e · All other expenses

    total $2,466 · management and general $2,466

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $725,679 · end of year $587,483

  • 3 · Pledges and grants receivable

    beginning of year $194,066 · end of year $329,241

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,675 · end of year $3,038

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

    $5,075

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

    $3,748

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $1,327

  • 11 · Investments: publicly traded securities

    beginning of year $30,849 · end of year $26,092

  • 15 · Other assets

    beginning of year $5,329,520 · end of year $4,413,384

  • 17 · Accounts payable and accrued expenses

    beginning of year $26,771 · end of year $38,750

  • 18 · Grants payable

    beginning of year $333,864 · end of year $353,124

  • 27 · Net assets without donor restrictions

    beginning of year -$110,081 · end of year -$141,703

  • 28 · Net assets with donor restrictions

    beginning of year $6,032,235 · end of year $5,110,394

Mission and programs · 2022

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 BEST TECHNIQUES IN ARBORICULTURE, URBAN FORESTRY, AND RELATED PROFESSIONAL FIELDS. IN FY 2022, TREE FUND ISSUED $161,514 IN NEW RESEARCH GRANT FUNDING TO 7 RECIPIENTS IN 7 GRANT LINES WHILE CONTINUING TO MANAGE 24 MULTI-YEAR GRANTS FROM PRIOR FISCAL YEARS.

    Expenses $583,856 · Grants $401,705 · Revenue $12,659

  • 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. TREE FUND ISSUED 1 COMMUNITY ENGAGEMENT GRANT VALUED AT $5,000, WHILE OFFERING 6 WEBINARS WITH APPROXIMATELY 3,150 ATTENDEES, ADVERTISING WIDELY AROUND THE COUNTRY AND ISSUING A MONTHLY NEWSLETTER TARGETED TO LAY READERS.

    Expenses $5,000 · Grants $5,000

  • TREE FUND PROVIDES SCHOLARSHIPS TO ENCOURAGE COLLEGE STUDENTS TO PURSUE CAREERS IN ARBORICULTURE AND URBAN FORESTRY. IN 2022, TREE FUND ISSUED 5 SCHOLARSHIPS VALUED AT A TOTAL OF $25,000.

    Expenses $25,000 · Grants $25,000

As filed on the 2022 return.

Listed in Part VII

  • STEVE GEIST

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • BEAU BRODBECK

    CHAIR ELECT

    Total calculated
    $0
    Hours/week
    1

  • PATRICK FRANKLIN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JACQUES BRUNSWICK

    TREASURER/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • DAN HERMS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVID GORDEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GORDON MANN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JEFF EDGAR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KATHY WOLF

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LORI BROCKELBANK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • RACHEL BARKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHARON JEAN-PHILIPPE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • RUSSELL KING

    PRESIDENT/CEO

    Total calculated
    $120,664
    From this org
    $108,462
    From related orgs
    $0
    Other
    $12,202
    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
2022
Filed
26 September 2023
IRS schema version
2022v5.0
Source object
202342709349300514

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