2023-02-21T12:02:32-06:00 2022-06-30 651083521 Holyfield & Thomas LLC 125 Butler Street West Palm Beach FL 33407 990 2021-07-01 592104920 Lost Tree Village Charitable Foundation Inc LOST 5616223780 8 Church Street North Palm Beach FL 334082961 John K Twyman Treasurer 5616223780 2023-02-21 1 John Twyman 999009999 Scott Y Haynes CPA P01366363 5616896000 0 AAL1 IAL1 2021 2023-03-07 01:45:13Z John K Twyman 8 Church Street North Palm Beach FL 334082961 10177697 0 X www.losttreefoundation.org X 1981 FL The Foundation's mission is to improve quality of life by building (continued on Schedule O) a stronger local community through the process of granting funds to 501 (c) (3) health and human service organizations, which provide services or aid to those in need in our community. 9 9 4 159 0 0 3850536 8158296 0 0 596160 448334 0 9222 4446696 8615852 3644358 4103703 0 0 305713 304703 0 0 81622 151458 145347 4101529 4553753 345167 4062099 12875425 15307799 266937 354822 12608488 14952977 Working together to strengthen our surrounding communities by significantly improving the lives of our neighbors in need. 0 0 4422214 4103703 The Foundation awarded 71 grants to various human service agencies that work to address issues of health, hunger, housing and education to be used primarily for capital needs. The Foundation's Riviera Beach Literacy Project provided literacy support, professional development and coaching at each of the four public elementary schools in Riviera Beach. The Foundation supported the Riviera Beach Health Initiative which seeks to build healthcare services capacity, health literacy and navigation services to provide opportunities for the best possible health outcomes for all residents. 4422214 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X Jillian C Vukusich 5616223780 8 Church Street North Palm Beach FL 334082961 Atwood Collins III President 10.00 X X 0 0 0 Elizabeth Chace Vice President 7.00 X X 0 0 0 John K Twyman Treasurer 10.00 X X 0 0 0 CE Thomas Cleveland Vice President & Secretary 7.00 X X 0 0 0 William J Conaty Vice President 7.00 X X 0 0 0 Tina E Mikkelsen Vice President 7.00 X X 0 0 0 Scott A Rogers Vice President 7.00 X X 0 0 0 Carroll S Rotchford Vice President 7.00 X X 0 0 0 Irene Shaw Vice President 7.00 X X 0 0 0 Jillian C Vukusich Executive Director 40.00 X 138182 0 11345 138182 0 11345 1 0 0 0 0 8158296 387420 8158296 295872 295872 1714307 1561845 152462 152462 152462 Change in value of beneficial int 999999 9222 9222 9222 8615852 0 0 457556 4103703 4103703 169313 120933 13833 34547 105024 75014 8580 21430 5287 3776 432 1079 5162 3687 422 1053 19917 14227 1627 4063 3611 2181 806 624 18030 10890 4026 3114 22067 13328 4928 3811 4708 2845 1053 810 17926 14761 923 2242 4977 4126 373 478 13609 9610 1333 2666 1145 1145 2492 1795 232 465 Annual benefactor event 15070 14848 84 138 Annual report 14072 9872 1400 2800 Credit card & bank fees 8877 8877 HR support 7975 5738 638 1599 10788 9735 350 703 4553753 4422214 49917 81622 704884 2122590 982700 14780 20417 11705666 11473051 252518 565045 197577 143996 12875425 15307799 38757 17231 228180 337591 266937 354822 X 8315473 6696893 4293015 8256084 12608488 14952977 12875425 15307799 4062099 -1717610 0 X X 0 1 X 1 0 X 3333299 2926175 4294199 3850536 8158296 22562505 3333299 2926175 4294199 3850536 8158296 22562505 1628570 20933935 284753 357197 305080 240527 295872 1483429 38761 38859 42294 55142 64768 239824 24285758 0.86200 0.83660 X Schedule A, Part II, Line 10, Explanation of Other Income: Payments received from beneficial interest in lead trust - 2017 Amount: $ 38,761. 2018 Amount: $ 38,859. 2019 Amount: $ 42,294. 2020 Amount: $ 55,142. 2021 Amount: $ 64,768. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1709607 46292 1755899 1633715 75892 1709607 1643174 -9459 1633715 1624653 18521 1643174 1600259 24394 1624653 1.00000 0 0 0 X 6876175 -1717610 -1717610 8593785 22067 22067 8615852 4531686 0 4531686 22067 22067 4553753 Part V, Line 4: Permanently restricted endowment funds - The principal is to be maintained in perpetuity and invested for the purpose of producing income and long-term growth of principal. The Foundation considers various factors, including the perpetuation of the endowment, the long-term and short-term purposes of the foundation, the intent of the funds, the terms of the instrument, general economic conditions, the effect of inflation and deflation, the Foundation's other resourses, before making a determination to expend endowment funds. Part X, Line 2: The Foundation is a not-for-profit organization and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for income taxes has been included in the Foundation's financial statements. The Foundation follows FASB ASC 740-10, Accounting for Uncertainty in Income Taxes. This pronouncement seeks to reduce the diversity in practice associated with certain aspects of measurement and recognition in accounting for income taxes. It prescribes a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position that an entity takes or expects to take in a tax return. An entity may only recognize or continue to recognize tax positions that meet a "more likely than not" threshold. The Foundation assesses its income tax positions based on management's evaluation of the facts, circumstances, and information available at the reporting date. The Foundation uses the prescribed more likely than not threshold when making its assessment. The Foundation has not accrued any interest expense or penalties related to tax positions. There are currently no open Federal or State tax years under audit. 1 211 Palm BeachTreasure Coast PO Box 3588 Lantana FL 33465 237153017 50000 0 For the planning and auxiliary services required for construction of a new facility that will enhance the agency's mission to provide crisis intervention and connect people to health, mental health, and wellness services. Achievement Center for Children and Families 555 NW 4th Street Delray Beach FL 33444 591264435 50000 0 For playground renovations at the child care center, which seeks to provide high quality, affordable services to families in need. Adopt-A-Family of the Palm Beaches Inc 1712 Second Avenue North Lake Worth FL 33460 592471253 73445 0 To improve the quality of homeless housing stock at the Project SAFE supportive housing community. Aid to Victims of Domestic Abuse Inc PO Box 6161 Delray Beach FL 33482 592486620 39000 0 For washers, dryers and air conditioners at the residential shelter. Arc of the Glades Inc 4250 NW 16th Street Belle Glade FL 33430 591760374 41600 0 For a van to help meet the transportation needs of people with developmental disabilities, to further facilitate equal participation and inclusion in their community. Boys & Girls Club of Palm Beach County 800 Northpoint Parkway West Palm Beach FL 334071978 237060561 92141 0 For critical facility upgrades to maximize safety for members, families, staff and guests. Boys Town South Florida 1655 Palm Beach Lakes Blvd Suite 300 West Palm Beach FL 33401 263965524 11559 0 To equip staff with efficient technologies to better serve families and at-risk children through case management and behavioral health services. Caridad Center Inc 8645 W Boynton Beach Blvd Boynton Beach FL 33472 650149423 55658 0 For a cargo van to help deliver medical and social services to clients. Catholic Charities of the Diocese of Palm Beach Inc 100 W 20th Street Riviera Beach FL 33404 592470479 35000 0 For security equipment to improve client and staff safety at services areas in Riviera Beach, West Palm Beach, Pahokee and Boynton Beach. Center for Child Counseling Inc 8895 N Military Trail Palm Beach Gardens FL 33410 650932032 50000 0 For technology, educational tool kits and therapy supplies to support virtual, online, in-home or in-office work with for children, families, and caregivers impacted by adversity, violence, abuse, and other traumatic circumstances Center for Family Services 4101 Parker Ave West Palm Beach FL 33405 591084179 13700 0 For facility updates to improve the environment for the Substance Use and Domestic Violence group services and training space. Child Protection Team Palm Beach 5305 Greenwood Avenue West Palm Beach FL 33407 650746922 19606 0 For furniture and medical supplies for the safety and well-being of children suspected of being abused or neglected. Children's Home Society of Florida 3333 Forest Hill Blvd West Palm Beach FL 33406 590192430 60756 0 For a passenger van for Safe Harbor, a temporary residential facility for youth who are in the midst of a crisis to find immediate safety, counseling and basic necessities. Compass LGBT Community Center 201 N Dixie Hwy LAKE WORTH FL 33460 650052657 19203 0 For updated furniture and technology in the youth drop-in center. Comprehensive Alcoholism Rehabilitation Programs (CARP) Inc 1626 Okeechobee Rd West Palm Beach FL 33401 591447364 25000 0 For the Meditation Garden at the mens Residential Program for Recovery. Connections Education Center of the Palm Beaches Inc 1310 Old Congress Ave Suite 100 West Palm Beach FL 33409 473805751 45000 0 For a bus that will provide transportation for students with autism, providing them with the opportunity to attend various activities for community-based instruction. DePorres PLACE Inc 1016 N Dixie Hwy 2nd Floor West Palm Beach FL 33401 650747575 5429 0 For updated curriculum materials for adult learners and air filtration for the classrooms. Education Foundation for Palm Beach County 505 South Congress Avenue Boynton Beach FL 33426 592420369 502108 0 For fiscal agent services to support the Riviera Beach Literacy Project. El Sol Jupiter's Neighborhood Resource Center 106 Military Trail Jupiter FL 33458 010870672 13462 0 For updated technology to help the meet the agency's mission to improve the quality of life for the residents of Jupiter and surrounding communities by providing services primarily to day laborers, their children and families. E-Roadmap Corporation 723 39th Street West Palm Beach FL 33407 464925867 64900 0 For a refrigerated van to deliver fresh non- gmo, organic foods harvested from community farms/gardens to those in need as part of a county-wide initiative to eradicate food deserts in underserved, marginalized communities. Esperanza Community Center Inc 3600 Broadway West Palm Beach FL 33407 833986715 8500 0 For technology and equipment to strengthen and expand the adult learner educational program. Farmworker Coordinating Council of Palm Beach County Inc 1123 Crestwood Boulevard Lake Worth FL 33460 591830267 22500 0 For a new vehicle to transport clients and to pick up and deliver food, donations, household items, etc. Fern House Inc 1958 Church Street West Palm Beach FL 33409 592286556 58525 0 For expansion and renovations at the campus, which seeks to help indigent male chronic alcoholics and drug addicts achieve sustained sobriety and return to the mainstream of society as productive, responsible citizens. Florida Outreach Center for the Blind Inc 2315 S Congress Avenue Palm Springs FL 33406 550827232 18050 0 To install a new roof at the Training Center in Palm Springs. FoundCare Inc 2330 South Congress Avenue West Palm Beach FL 33406 542083748 353252 0 For family practice services at the Greenwood site to increase services available to residents of Riviera Beach. Grandma's Place Inc 184 Sparrow Dr Royal Palm Beach FL 33411 650821321 35000 0 For a program support vehicle to transport children to medical, mental health and dental appointments. Gulfstream Goodwill Industries Inc 1715 Tiffany Drive East West Palm Beach FL 33407 591197040 35000 0 For equipment to fully implement the Microenterprise Training Program in the expanding field of e-commerce, for persons with significant barriers to employment, including developmental disabilities, and those who are homeless with disabilities. Habitat for Humanity of Martin County 2090 NW Federal Hwy Stuart FL 34994 592816698 100000 0 For a new affordable housing neighborhood in Pettway Village. Habitat for Humanity of Palm Beach County 6758 N Military Trail Riviera Beach FL 33407 593525576 75000 0 For affordable housing development in Belle Glade, South Bay and Pahokee. Habitat for Humanity of South Palm Beach County 181 SE 5th Avenue Delray Beach FL 33467 650307017 25000 0 For the Neighborhood Revitalization program which includes Safe At Home projects, critical repairs such as new roofs and impact windows, and a Brush With Kindness. Holy Ground Shelter for Homeless Inc 200 W 20th Street Riviera Beach FL 33404 263342975 17556 0 For kitchen renovations and washers and dryers at the north campus, which provides shelter and mentorship for homeless, pregnant, and parenting young mothers, and their children. HomeSafe 2840 Sixth Avenue South Lake Worth FL 33461 591935485 100000 0 For a new roof at the administration building of the main campus which houses the staff for the SafetyNet domestic violence prevention and intervention program staff and the Healthy Beginnings early childhood development program, Hope Rural School 15929 SW 150th Street Indiantown FL 34956 592001615 50000 0 To renovate the cafetorium floor. In The Pines Inc 16101 Half Mile Road Delray Beach FL 33446 591862904 54500 0 For new roofs at the Pines South campus, which provides housing and services to working poor families. Jack The Bike Man Children's Charity 2406 Florida Avenue West Palm Beach FL 33401 260579626 100000 0 For roofing at the new location, which will provide a permanent home for the bike donation and job training programs. Kids Cancer Foundation Inc 246 Royal Palm Beach Blvd Royal Palm Beach FL 33411 010551879 7500 0 For diagnosis and treatment educational materials and technology to support young patients and their families. Lake Worth Towers 1500 Lucerne Avenue Lake Worth Beach FL 33460 591149040 100000 0 For much needed elevator renovations at the Towers, which provides affordable housing for seniors. Legal Aid Society of Palm Beach County Inc 423 Fern Street Suite 200 West Palm Beach FL 33401 596046994 78000 0 For IT infrastructure enhancements to create a hybrid work environment as part of the agencys post-pandemic return to work plan. Lighthouse for the Blind of the Palm Beaches 5601 Corporate Way Suite 210 West Palm Beach FL 33407 596008622 25000 0 For a vehicle to safely transport blind or visually impaired students to recreational, educational and pre-vocational activities and to provide home-based vision services. Literacy Coalition of Palm Beach County 3651 Quantum Blvd Boynton Beach FL 33426 650169781 50000 0 For a bus for the Glades Family Education program. Love Serving Autism 11231 US Hwy 1 158 North Palm Beach FL 33408 813503417 7022 0 For devices to improve communication skills of adaptive tennis students, focusing on carryover of those skills to daily life. Meals on Wheels of the Palm Beaches Inc PO Box 247 West Palm Beach FL 334020247 272891297 100000 0 For a new facility to help nourish and enrich the lives of homebound seniors by delivering fresh food daily with compassion and love. Mental Health America of Palm Beach County Inc 909 Fern Street West Palm Beach FL 33401 590760220 41945 0 For a passenger van to transport clubhouse members to and from the supportive employment program center in Belle Glade. Neighborhood Renaissance Inc 510 24th St Suite A West Palm Beach FL 33407 650352279 50000 0 To build affordable housing in West Palm Beach, supporting strong economies and diverse communities by providing homes within the financial reach of low-and moderate-income persons. New Horizons Service Dogs Inc 1590 Laurel Park Court Orange City FL 32763 593334829 40000 0 For renovations at the Advanced Training Facility, which provides quality trained service dogs to individuals with disabilities. Palm Beach County Food Bank 701 Boutwell Suite A-2 Lake Worth Beach FL 33461 900788707 145824 0 For a refrigerated truck to increase the amount of food delivered to frontline hunger relief agencies. Palm Beach County Police Athletic League 3228 Gun Club Rd West Palm Beach FL 33406 650461384 59000 0 To install air conditioners in the gym at the Cabana Colony Youth Center, where students participate in sports and education based crime prevention programs. Palm Beach Habilitation Center Inc 4522 S Congress Ave Palm Springs FL 33461 596213381 73118 0 For upgraded technology systems to enable proper system functioning and the migration and integration of all technology systems with The Arc of Palm Beach County, providing an essential foundation for a successful merger that maintains outstanding client outcomes. Palm Beach Harvest Inc 4601 S Flagler Drive West Palm Beach FL 33405 900508579 15000 0 To expand the food delivery program by supplying updated equipment and supplies to volunteer couriers. Palm Health Foundation 700 S DIXIE Hwy West Palm Bch FL 334015854 592391119 25000 0 A funders collaborative to match the Robert Wood Johnson Foundation Prize that honors and elevates communities at the forefront of advancing health, opportunity, and equity. Pediatric Oncology Support Team Inc (POST) 927 45th Street West Palm Beach FL 33407 454769367 44500 0 For renovations and furnishings to make the new clinic a safer place of community for severely immunocompromised, predominantly low-income, under-insured local children with cancer and their families. Place of Hope Inc 9078 Isaiah Ln Palm Beach Gardens FL 33418 650841384 50000 0 For a passenger van that will be used to transport foster children to school, doctors' appointments, activities, and places of employment. Restoration Destination Inc 120 Pelican Lake Drive Pahokee FL 33476 831554251 54500 0 For a wheelchair accessible van at the main campus which provides supportive housing and services to men and women upon release from prison. Society of St Vincent DePaul Palm Beach District Council 1701 Indian Creek Pkwy Jupiter FL 33458 591058446 7500 0 To provide emergency financial assistance to low-income individuals and families, to help minimize homelessness in our community by keeping families from being evicted, and to help qualified homeless families to secure homes they can afford. South Florida Science Center and Aquarium 4801 Dreher Trail North West Palm Beach FL 33405 590915177 31195 0 For a vehicle for the Education Department to to adequately and safely provide outreach programs to 350,000 students each year in Title I schools in economically challenged communities in Palm Beach County. St Ann Place 2107 N Dixie Highway West Palm Beach FL 33407 510503043 16606 0 For updated, commercial grade equipment to ensure continuity of hygienic laundry services to the homeless that have no other options for clean clothing. Student ACES Inc 7750 Arbor Crest Way Palm Beach Gardens FL 33412 463081102 56490 0 For a new 15 passenger van to transport Glades area students to and from The Student ACES Center, school, sport related activities, job interviews, and to access college and career resources with the goal of increasing opportunities. The Glades Initiative 149 SE Avenue D Belle Glade FL 33430 010733180 77375 0 For a roof at the main building where the agency works to improve the coordination and effectiveness of the health and human service delivery system. The Light House Cafe Ministries of the Glades Inc PO Box 220 Pahokee FL 33476 650980934 30600 0 To remodel restrooms for ADA compliance at the Cafe, which brings together diverse groups to provide food, counseling and a helping hand to all. The Lord's Place 2808 North Australian Ave West Palm Beach FL 33407 592240502 98650 0 For repairs and enhancements to three womens housing facilities, which provide supportive and graduate housing to women experiencing homelessness. The Salvation Army 2100 Palm Beach Lakes Blvd West Palm Beach FL 33409 580660607 61458 0 Renovations at TSA's Northwest Community Center to repurpose and reallocate classroom space and up-fit facility to accommodate a state-of-the-art Learning Lab and new learning/activity space. The Triangle Club Inc 1369 Okeechobee Road West Palm Beach FL 33401 590919735 54000 0 For a new roof at the main building, which provides a safe, positive, and sober environment for recovery and to extend support, experience, and encouragement to individuals and families affected by alcoholism and addiction. Urban Youth Impact 2823 N Australian Avenue West Palm Beach FL 33407 911901103 40000 0 For a vehicle to use for outreach programs to benefit residents of Azure Estates in Riviera Beach. Vinceremos Therapeutic Riding Center 13300 Sixth Court N Loxahatchee FL 33470 592274451 70000 0 For renovations of the covered arena infrastructure, which houses therapeutic equine programming for individuals with physical, cognitive and emotional disabilities. West Jupiter Community Group Inc 7187 Church St Jupiter FL 33458 650137715 65000 0 For health and safety equipment for outdoor play areas as well as medical equipment for first aid and emergency medical treatment of children and adults at the center. Xcel Strategies Inc 3475 S Ocean Blvd Palm Beach FL 33480 460987967 25000 0 For a vehicle for the Mobile Training Unit, which provides the education access to young people interested in the construction industry. Youth Empowered to Prosper 1104 N Dixie Hwy Lake Worth FL 33460 831731712 18000 0 For renovations at the facility which provides a space for youth development and empowerment. Youth Recreation Association 3005 Bernardo Lane Riviera Beach FL 33407 650250058 15000 0 In honor of Mr. Dan Calloway's retirement and extraordinary commitment to Riviera Beach, this award is to support the organization's hunger relief efforts. The Arc of Palm Beach County Inc 1201 Australian Avenue Riviera Beach FL 33404 590883386 -50000 0 Cancelled grant-For safe, accessible housing for extremely low-income individuals with developmental disabilities, which will allow them to age in place 72 Part I, Line 2: Grant procedures are as follows: 1. Once a grant is approved, a grant contract is sent to the agency, which must be signed and agreed to by an executive of the agency. 2. When the contract is returned and all conditions are met, a check for the grant amount is issued. When the project is complete, the agency submits a grant accountability report to the Foundation. This report requires the agency to include a narrative on the grant outcomes and an accounting of expenses with backup documentation. 3. Also, if an agency receives a grant in one year and a visiting team goes back the next year, one of the requirements for the team is to ensure that the grant of the prior year was spent correctly. X 20 387420 Stock exchange 0 0 0 Form 990, Part VI, Section A, line 6 A member of the Foundation is defined as follows: 1. An individual who made a financial contribution to the Foundation in at least one of the last two fiscal years prior to the annual meeting; 2. An individual who has made contributions totaling more than $100,000 since the Foundation's inception; and 3. An individual who is a member of the Legacy Society. Form 990, Part VI, Section A, line 7a All members are eligible to vote on selecting the Board of Trustees and may elect up to 90 of the Trustees. The Board of Trustees vote to elect the governing board. Form 990, Part VI, Section A, line 7b All decisions made by the governing board must be approved by the Board of Trustees membership and ratified at the annual meeting. Form 990, Part VI, Section B, line 11b A copy of the draft Form 990 is e-mailed to voting and certain other members for an independent review. Board members meet subsequently to make inquiries, discuss any questions rising from their review of the tax return, and make or recommend changes. After all inquiries are cleared and adjustments made (if any), the tax preparer submits a second draft to the Board for final review and approval. Form 990, Part VI, Section B, line 12c All officers, directors and key employees are required to disclose any conflict of interest, and annually submit documentation of any conflicts to the governing board. Form 990, Part VI, Section B, line 15 The governing board reviews and approves the compensation of employees. The compensation is included in the budget, which is approved by the Board and documented as such in the Board minutes. Form 990, Part VI, Section C, line 18 Requests may be made directly to the Foundation for review of its documents. Persons making the request may be sent a digital copy of the requested documents. Digital copies of the Form 990 are also available on Guidestar.org. Form 990, Part VI, Section C, line 19 Requests may be made directly to the organization for review of its documents. Persons making the request may be sent a digital copy of the requested documents. Digital copies of the Form 990 are also available on Guidestar.org.