2018-05-15T12:57:44-05:00 2017-12-31 362239746 SASSETTI LLC 6611 NORTH AVENUE OAK PARK IL 60302 990 2017-01-01 371018692 TREE RESEARCH AND EDUCATION ENDOWMENT FUND TREE 6303698300 552 S WASHINGTON STREET NO 109 NAPERVILLE IL 60540 JOHN ERIC SMITH PRESIDENT/CEO 6303698300 2018-05-15 1 JEFF SCHROEDER P01245303 7083861433 2018-05-15 2017 2022-09-23 18:48:47Z JOHN ERIC SMITH 552 S WASHINGTON STREET NO 109 NAPERVILLE IL 60540 1345292 0 X WWW.TREEFUND.ORG X 1975 IL SUPPORT SUSTAINABLE COMMUNITIES AND ENVIRONMENTAL STEWARDSHIP 14 14 6 0 0 0 1669573 1059107 0 0 19456 40629 -254848 -9809 1434181 1089927 549938 209806 0 0 346710 307422 0 0 266471 293853 302779 1190501 820007 243680 269920 4020853 4813171 372841 378102 3648012 4435069 SUPPORT SCIENTIFIC DISCOVERY AND DISSEMINATION OF NEW KNOWLEDGE IN THE FIELDS OF ARBORICULTURE AND URBAN FORESTRY 0 0 259627 173806 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. MOST GRANTS ARE MULTIPLE YEAR AWARDS, AND TREE FUND IS ACTIVELY ENGAGED IN MANAGING THEM FROM INCEPTION TO COMPLETION AND DISSEMATION OF FINAL REPORTS. TREE FUND ALSO ACTIVELY ENGAGES NATIONALLY WITH THE ARBORICULTURE RESEARCH INDUSTRY TO IDENTIFY NEEDS AND PRESENT FINDINGS IN A VARIETY OF VENUES, AND ADMINISTERS ALL PROCESSES ASSOCIATED WITH REQUESTING AND REVIEWING PROPOSALS FOR RESEARCH AWARDS. IN FY 2017, TREE FUND AWARDED EIGHT NEW RESEARCH GRANTS WITH NET VALUE OF $167,859, WHILE CONTINUING TO MANAGE 12 MULTI-YEAR GRANTS FROM PRIOR FISCAL YEARS. 68747 20000 TREE FUND PROVIDES GRANTS TO CHARITABLE ORGANIZATIONS AND IMPLEMENTS DIRECT 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 2017 COMMUNITY ENGAGEMENT WAS A SEVEN-DAY CYCLING EVENT WITH MULTIPLE OUTREACH PROGRAMS ALONG ITS ROUTE. TREE FUND ALSO ISSUED FOUR COMMUNITY ENGAGEMENT GRANTS VALUED AT $20,000 TOTAL, WHILE OFFERING FOUR WEBINARS WITH ~1,500 ATTENDEES AND TWO OTHER PUBLIC EVENTS, ADVERTISING WIDELY AROUND THE COUNTRY, MAINTAINING ACTIVE SOCIAL MEDIA CAMPAIGNS, AND ISSUING A MONTHLY NEWSLETTER TARGETED TO LAY READERS. 38012 16000 TREE FUND PROVIDES SCHOLARSHIPS TO ENCOURAGE STUDENTS TO PURSUE CAREERS IN ARBORICULTURE AND URBAN FORESTRY. IN 2017, TREE FUND ISSUED FIVE SCHOLARSHIPS VALUED AT A TOTAL OF $16,000. 366386 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 1 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 6 1 0 0 0 0 0 1 1 0 0 0 0 X 14 14 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 JAMES BARBORINAS TRUSTEE 1.00 X 0 0 0 BEAU BRODBECK TRUSTEE 1.00 X 0 0 0 PAUL FLETCHER TRUSTEE 1.00 X 0 0 0 STEVEN GEIST CHAIR ELECT 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 WILBUR NUTTER TREASURER 1.00 X 0 0 0 BRIAN SAYERS CHAIRMAN 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 VICE CHAIRMAN 4.00 X X 0 0 0 SHARON JEAN-PHILIPPE TRUSTEE 1.00 X 0 0 0 DAVE KRAUSE TRUSTEE 1.00 X 0 0 0 SHARON LILLY TRUSTEE 1.00 X 0 0 0 JOHN ERIC SMITH PRESIDENT/CEO 40.00 X 123769 0 3500 123769 0 3500 1 0 0 0 0 270312 788795 1059107 40629 40629 242830 270312 255365 -12535 -12535 MERCHANDISE SALES 900099 2726 2726 2726 1089927 2726 0 28094 X 174206 174206 16000 16000 19600 19600 123799 37739 41195 44865 142408 43432 47409 51567 20640 5819 8002 6819 20575 6312 6893 7370 294 81 213 28291 1228 27063 108883 2420 4100 102363 21098 9334 3155 8609 23761 696 8662 14403 27096 11812 7642 7642 27860 11612 2526 13722 736 736 3920 1568 1176 1176 EDUCATIONAL PROGRAMMING 21232 21232 BANK CHARGES 19082 254 17600 1228 BOARD EXPENSE 15421 5154 6771 3496 TELEPHONE 8377 3382 2482 2513 -3272 -5414 1657 485 820007 366386 187150 266471 233946 121732 10550 137646 4947 7067 3678 736 0 2942 3771410 4543784 4020853 4813171 39849 27002 332992 351100 372841 378102 X -288450 -359473 386853 287405 3549609 4507137 3648012 4435069 4020853 4813171 269920 517137 0 X X 0 1 X 1 0 X 1056549 1123046 1016049 1031218 1148718 5375580 1056549 1123046 1016049 1031218 1148718 5375580 172573 5203007 24769 30559 29484 19456 40629 144897 7988 4052 12068 1962 26070 5546547 625646 0.93810 0.91620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3771410 539613 566160 221801 11597 4643785 2927376 663109 191239 10314 3771410 0.97000 0.03000 1 0 3678 736 2942 2942 BENEFICIAL INTEREST IN INVESTMENTS HELD BY CHICAGO COMMUNITY TRUST 4543784 4543784 1986499 517137 124070 255365 896572 1089927 0 1089927 1199442 124070 255365 379435 820007 0 820007 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 255,365. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF SPECIAL EVENTS NETTED AGAINST FUNDRAISING REVENUE 255,365. 1 0 0 0 0 0 0 0 0 0 SOUTH AMERICA RESEARCH 10000 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH 9600 2 0 0 0 0 0 0 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. TOUR DE TREES (INCL AUCTION) 513142 270312 242830 61400 67779 126186 513142 270312 242830 61400 67779 126186 255365 -12535 1 UNIVERSITY OF MASSACHUSETTS AMHERST 70 BUTTERFIELD TERRACE RESEARCH ADMIN BLDG AMHERST MA 010039242 542084125 501C3 15000 SUPPORT RESEARCH UNIVERSITY OF WISCONSIN - STEVENS POINT TRAINER NATURAL RESOURCES 800 RESERVE STREET STEVENS POINT WI 54481 396006492 501C3 49387 SUPPORT RESEARCH VIRGINIA TECH 310 WEST CAMPUS DR SUITE 310 BLACKSBURG VA 24061 546001805 501C3 5000 SUPPORT RESEARCH CORNELL UNIVERSITY 134A PLANT SCIENCE ITHACA NY 14853 150532082 501C3 22869 SUPPORT RESEARCH UNIVERSITY OF WASHINGTON PO BOX 352100 SEATTLE WA 98195 916001537 501C3 46950 SUPPORT RESEARCH UNIVERSITY OF FLORIDA - GULF COAST 14625 CR 672 WIMAUMA FL 33598 650753801 501C3 20000 SUPPORT RESEARCH FRIENDS OF THE URBAN FOREST 1007 GENERAL KENNEDY AVE SUITE 1 SAN FRANCISCO CA 94129 942699528 501C3 5000 VOCATIONAL SKILLS JOB TRAINING TREE FOLKS PO BOX 1395 DEL VALLE TX 78618 742569827 501C3 5000 YOUTH TREE CLIMBING INITIATIVE COLUMBIA STATE COMMUNITY COLLEGE 550 E SPRING COLUMBUS OH 43215 310729591 501C3 5000 SUPPORT RESEARCH 9 SCHOLARSHIPS 5 16000 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. 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 IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,420. MANAGEMENT AND GENERAL EXPENSES 4,100. FUNDRAISING EXPENSES 102,363. TOTAL EXPENSES 108,883. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR