2014-12-17T14:11:29-06:00 2014-06-30 591488101 LKD - CPAS & CONSULTANTS 500 UNIVERSITY BLVD SUITE 215 JUPITER FL 33458 990 2013-07-01 592104920 LOST TREE VILLAGE CHARITABLE FOUNDATION INC LOST 5616223780 8 CHURCH LANE NORTH PALM BEACH FL 334082961 TREASURER DIRECTOR 5616223780 2014-12-17 1 MARTIN A DYTRYCH P00294232 5616941040 2013 2015-11-30 17:44:51Z PHILIP ODEEN 8 CHURCH LANE NORTH PALM BEACH FL 334082961 3258641 0 X WWW.LOSTTREEFOUNDATION.ORG X 1981 FL THE PURPOSE OF THE FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE BY BUILDING A STRONGER LOCAL COMMUNITY THROUGH THE PROCESS OF GRANTING FUNDS TO 501(C)(3) HUMAN SERVICE ORGANIZATIONS, WHICH PROVIDE SERVICES OR AID TO THOSE IN NEED IN OUR COMMUNITY. 7 7 2 97 0 0 3172114 2301872 0 0 289040 354067 0 0 3461154 2655939 1814602 1825768 0 0 187201 204743 0 0 0 133011 156007 2134814 2186518 1326340 469421 7404985 8197385 563887 255724 6841098 7941661 THE LOST TREE VILLAGE CHARITABLE FOUNDATION IS DEDICATED TO BUILDING A STRONGER COMMUNITY AND IMPROVING THE QUALITY OF LIFE FOR ALL LOCAL RESIDENTS 0 0 1825768 1825768 THE ORGANIZATION AWARDED 55 GRANTS TO VARIOUS HUMAN SERVICE ENTITIES TO BE USED PRIMARILY FOR CAPITAL NEEDS. 1825768 1 1 0 0 0 0 0 0 0 1 0 1 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 0 0 2 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X PAMELA RUE 5616223780 8 CHURCH LANE NORTH PALM BEACH FL 33408 PHILIP A ODEEN PRESIDENT 10.00 X X 0 0 0 CHARLES PRINCE VICE PRESIDENT 7.00 X X 0 0 0 NANCY S CALCAGNINI VICE PRESIDENT 7.00 X X 0 0 0 DAVID A DABERKO TREASURER 7.00 X X 0 0 0 HENRY P BAER SECRETARY 10.00 X X 0 0 0 JOSEPH J MELONE VICE PRESIDENT 7.00 X X 0 0 0 CARROLL S ROTCHFORD VICE PRESIDENT 7.00 X X 0 0 0 PAMELA M RUE EXECUTIVE DIRECTOR 40.00 X 113700 0 11441 113700 0 11441 1 0 0 0 0 2301872 94495 2301872 126322 126322 830447 602702 227745 227745 227745 2655939 0 0 354067 1825768 1825768 173615 173615 8873 8873 9469 9469 12786 12786 21393 21393 13046 13046 950 950 17983 17983 4210 4210 6534 6534 5075 5075 5193 5193 OTHER EXPENSES 44571 44571 OFFICE REPAIRS AND MAIN 30788 30788 OFFICE EQUIPMENT AND EQ 6264 6264 2186518 1825768 360750 0 258590 181555 814642 405417 50000 9174 4957344 5575600 980077 1593003 394332 382636 7404985 8197385 11887 8724 552000 247000 563887 255724 X 4642076 5088799 898332 1375708 1300690 1477154 6841098 7941661 7404985 8197385 469421 631142 0 X X 0 1 X 1 0 X 1541679 1549793 2008633 3172114 2301872 10574091 1541679 1549793 2008633 3172114 2301872 10574091 2019141 8554950 92762 96577 108791 132327 126322 556779 48543 41371 41758 41706 43394 216772 11347642 0.75390 0.90070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1300690 176464 1477154 1214524 86166 1300690 1219958 -5434 1214524 1035242 184716 1219958 982972 52270 1035242 1.00000 0 0 0 MFB NORTHERN FUNDS BD INDEX FD 437843 F MFB NORTHERN FUNDS ULTRA SHORT 1155160 F 1593003 X 3287081 631142 631142 2655939 0 2655939 2186518 0 2186518 0 2186518 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. PART X, LINE 2: MANAGEMENT HAS ASSESSED ITS TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2014 AND DETERMINED THERE ARE NO UNCERTAIN TAX POSITIONS TO BE RECOGNIZED. THE FOUNDATION IS GENERALLY NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2010. MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. 1 211 PALM BEACHTREASURE COAST PO BOX 3588 LANTANA FL 33465 237153017 25000 SPECIAL NEEDS HELPLINE ADOPT-A-FAMILY OF THE PALM BEACHES INC 1712 SECOND AVENUE NORTH LAKE WORTH FL 33460 592411253 62850 PROJECT SAFE (STABLE, ABLE, FAMILY ENVIRONMENT) ARC OF PALM BEACH COUNTY THE 1201 AUSTRALIAN AVENUE RIVIERA BEACH FL 33467 590883386 52224 ARC OF PALM BEACH COUNTY SECURITY UPGRADES CENTER FOR FAMILY SERVICES THE 4101 PARKER AVENUE WEST PALM BEACH FL 33405 591084179 12206 SAFE KIDS CHILD PROTECTION TEAM OF PALM BEACH 5305 GREENWOOD AVENUE SUITE 101 WEST PALM BEACH FL 33407 650746922 21900 INTERVIEW ROOM DIGITAL CCTV & PHONE SYSTEMS CHRISTIANS REACHING OUT TO SOCIETY INC 301 FIRST AVENUE SOUTH LAKE WORTH FL 33460 591802917 70000 CROS GLEANING CLASS OF 1957 ROOSEVELT HIGH SCHOOL PO BOX 9124 RIVIERA BEACH FL 33419 311504009 4000 4 SCHOLARSHIPS FOR DISADVANTAGED STUDENTS CLINICS CAN HELP 1550 LATHAM ROAD - SUITE 10 WEST PALM BEACH FL 33409 202778895 25000 WHEELS TO RECOVERY COMMUNITY BACK TO SCHOOL BASH INC 5206 RIVERMILL LANE LAKE WORTH FL 33463 651141522 25000 COMMUNITY BACK TO SCHOOL BASH DEPORRES PLACE INC 1016 N DIXIE HWY 2ND FLOOR WEST PALM BEACH FL 33401 650747575 7500 MULTI-MEDIA LAB SOFTWARE DRESS FOR SUCCESS PALM BEACHES 118 EAST OCEAN AVENUE LANTANA FL 33462 270579164 10500 CAREER TRANSFORMATION CENTER EXPANSION EASTER SEALS FLORIDA INC 213 S CONGRESS AVENUE WEST PALM BEACH FL 33409 590637848 23000 SECURITY AND SAFETY ENHANCEMENTS AT THE IGOE-AMAR CHILD DEVELOPMENT CENTER EDUCATION FOUNDATION OF PALM BEACH COUNTY INC 3300 FOREST HILL BLVD WEST PALM BEACH FL 33406 592420369 110928 MATERIAL AND SUPPLIES FOR ELEMENTARY SCHOOLS EL SOL JUPITER'S NEIGHBORHOOD RESOURCE CENTER 106 MILITARY TRAIL JUPITER FL 33458 010870672 130000 SUNSHINE ORGANIC COMMUNITY GARDEN FAMILIES FIRST OF PALM BEACH COUNTY 3333 FOREST HILL BLVD 2ND FLOOR WEST PALM BEACH FL 33406 650166352 17890 CLIENT MANAGEMENT INFORMATION SYSTEM FARMWORKER COORDINATING COUNCIL OF PALM BEACH COUNTY INC 1313 CENTRAL TERRACE LAKE WORTH FL 33460 591830267 25333 AGENCY VEHICLES REPLACEMENT FARMWORKERS CHILDRENS COUNCIL INC 130 ISLAND DRIVE OCEAN RIDGE FL 33435 650169221 11000 CAMPO ALEGRE SCHOLARSHIPS FLORIDA ATLANTIC UNIVERSITY CHRISTINE E LYNN COLLEGE OF NURSING 777 GLADES ROAD BOCA RATON FL 33431 590917284 50000 ENSURING EXCELLENT HEALTHCARE THROUGH INVESTING IN NURSING EDUCATION FOSTER & ADOPTIVE PARENT ASSOCIATION 4100 OKEECHOBEE BLVD WEST PALM BEACH FL 33409 592725289 24887 FOSTER FAMILY SERVICES & SUPPORT GOLD COAST DOWN SYNDROME ORGANIZATION 915 S FEDERAL HIGHWAY BOYNTON BEACH FL 33435 592350275 9000 THE LEARNING PROGRAM GRANDMA'S PLACE INC 184 SPARROW DR ROYAL PALM BEACH FL 33411 650821321 30000 TRANSPORTATION VAN FOR ABUSED/NEGLECTED CHILDREN HABITAT FOR HUMANITY OF PALM BEACH COUNTY 6758 N MILITARY TRAIL SUITE 301 RIVIERA BEACH FL 33407 593525576 50000 BUILDING INITIATIVE AT KENNEDY ESTATES II HANNAH'S HOME OF SOUTH FLORIDA 4390 S COUNTYLINE ROAD TEQUESTA FL 33469 331026070 12400 HANNAH'S HOME OF SOUTH FLORIDA BUILDING EXPANSION HOPE RURAL SCHOOL 15929 SW 150TH STREET INDIANTOWN FL 34956 592001615 25000 SERVER UPGRADE TO OUR TECHNOLOGY INFRASTRUCTURE HOUSE OF HOPE 2484 SE BONITA ST STUART FL 34997 592422998 20348 HOUSE OF HOPE FOOD PANTRY & THRIFT STORE, HOBE SOUND BRANCH HOUSING PARTNERSHIP INC (OF COMMUNITY PARTNERSHIP GROUP) 2001 BLUE HERON BLVD WEST RIVIERA BEACH FL 33404 592704597 30000 CELTIC APARTMENTS JACK THE BIKE MAN INC 2302 FLORIDA AVENUE WEST PALM BEACH FL 33401 260579626 17500 WHEELS OF HOPE JEFF INDUSTRIES INC 115 EAST COAST AVENUE HYPOLUXO FL 33462 592516157 33834 FACILITIES RENOVATION KIDSAFE FOUNDATION 20283 STATE ROAD 7 300 BOCA RATON FL 33498 271067698 24062 LOST TREE VILLAGE HELPS KEEP KIDS SAFE LIGHTHOUSE FOR THE BLIND OF THE PALM BEACHES 1710 TIFFANY DRIVE EAST WEST PALM BEACH FL 33407 596008622 10000 LIGHTHOUSE TRANSPORTATION LORD'S PLACE INCTHE 2808 NORTH AUSTRALIAN AVENUE WEST PALM BEACH FL 33407 592240502 48200 CATERING KITCHEN EXPANSION MUSCULAR DYSTROPHY ASSOCIATION 2500 QUANTUM LAKES DRIVE 212 BOYNTON BEACH FL 33426 121665552 24000 2014 MDA SUMMER CAMP NEW HORIZONS SERVICE DOGS INC 1590 LAUREL PARK CT ORANGE CITY FL 32763 593334829 10800 ADVANCED SERVICE DOG TRAINING NOPE TASK FORCE INC 3233 COMMERCE PLACE SUITE A WEST PALM BEACH FL 33407 201289080 12500 NOPE COMPREHENSIVE PREVENTION, AWARENESS AND SUPPORT INITIATIVE IN PALM BEACH COUNTY OASIS COMPASSION AGENCY 4888 10TH AVENUE NORTH GREENACRES FL 33463 650946248 26150 FOOD PANTRY TRUCK PALM BEACH COUNTY FOOD BANK 525 GATOR DRIVE LANTANA FL 33462 900788707 125000 HUNGER RELIEF CAPITAL NEEDS PALM BEACH HABILITATION CENTER INC 4522 SOUTH CONGRESS AVENUE LAKE WORTH FL 33461 596213381 15027 ADULT DAY PROGRAM CHANGING ROOM PROJECT LIFT 850 SE MONTEREY ROAD PO BOX 1152 STUART FL 34995 273949112 500 INFRASTRUCTURE/OCCUPATIONAL SKILLS TRAINING QUANTUM HOUSE 901 45TH STREET WEST PALM BEACH FL 33407 650898326 106250 EXHAUST FAN REPLACEMENT AND CEILING FAN INSTALLATION RENEWAL COALITION 88 WEST RIVERSIDE DRIVE JUPITER FL 33469 270831240 50000 NEW PASSENGER VAN AND GOLD STAR RETREAT RESOURCE DEPOT 2510 FLORIDA AVENUE WEST PALM BEACH FL 33401 650964759 2500 COOLING FOR CREATIVE (& COMFORTABLE) LEARNING CONNECTIONS SALVATION ARMY THE 2100 PALM BEACH LAKES BLVD WEST PALM BEACH FL 33409 580660607 10000 CENTER OF HOPE DAILY FEEDING SEAGULL SERVCIES 3879 BYRON DR WEST PALM BEACH FL 33404 591879968 50000 IMPROVEMENTS TO ACHIEVEMENT CENTER OF THE PALM BEACHES SOUP KITCHEN INC THE 8645 WEST BOYNTON BEACH BLVD BOYNTON BEACH FL 33472 592628415 34000 DINING AREA IMPROVEMENTS & FOOD COSTS SPEAK UP FOR KIDS OF PALM BEACH COUNTY 205 N DIXIE HIGHWAY SUITE 51130 WEST PALM BEACH FL 33401 800345608 10000 SUPPORT FOR GAL VOLUNTEERS ST ANN PLACE 2107 N DIXIE HIGHWAY WEST PALM BEACH FL 33407 596001732 100000 RENOVATION PROJECT ST VINCENT DE PAUL OF ST PETER 1701 INDIAN CREEK PKWY JUPITER FL 33458 591058446 50000 TEMPORARY EMERGENCY CASH PROGRAM URBAN LEAGUE OF PALM BEACH COUNTY 1700 NORTH AUSTRALIAN AVENUE WEST PALM BEACH FL 33417 591533710 13656 HIGH SCHOOL SUCCESS URBAN YOUTH IMPACT 2823 N AUSTRALIAN AVENUE WEST PALM BEACH FL 33407 911901103 25000 GROW UP VITAL FLIGHT INC 3080 SE CHANDELLE JUPITER FL 33478 273302581 7500 FLIGHTS OF COMPASSION WEST PALM BEACH LIBRARY FOUNDATION 411 CLEMATIS STREET 3RD FLOOR WEST PALM BEACH FL 33401 651068311 31823 LIFE SUPPORT LAB WOMEN'S CIRCLE INC 912 SE 4TH ST BOYNTON BEACH FL 33435 651068376 25000 WOMEN'S CIRCLE CLASSROOM EXPANSION PROJECT PHASE I - PARKING LOT YMCA OF SOUTH PALM BEACH COUNTY 6631 PALMETTO CIRCLE SOUTH BOCA RATON FL 33433 591416281 35000 CARIDAD KIDS SUMMER CAMP PROGRAM YOUTH RECREATION ASSOCIATION 3005 BERNARDO LANE RIVIERA BEACH FL 33407 650250058 15000 GIRLS BASKETBALL PROGRAM YWCA OF PALM BEACH COUNTY 1016 NORTH DIXIE HIGHWAY WEST PALM BEACH FL 33401 590751935 26500 HARMONY HOUSE - WEST 55 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 THIS CONTRACT IS RETURNED TO THE FOUNDATION AND ALL CONDITIONS ARE MET, A CHECK FOR THE GRANT AMOUNT IS THEN ISSUE ALONG WITH A GRANT ACCOUNTABILITY REPORT . THIS REPORT REQUIRES THE AGENCY TO INCLUDE A NARRATIVE ON THE SUCCESS OF THE GRANT AND AN ACCOUNTING OF THE AMOUNT EXPENDED WITH BACK-UP RECEIPTS. 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 0 0 0 0 0 0 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE OF THE FOUNDATION'S BOARD DETERMINES AND APPROVES ALL COMPENSATION ON AN ANNUAL BASIS. EMPLOYEES DO NOT ENTER INTO ANY EMPLOYMENT AGREEMENT. X 13 94495 MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 A MEMBER OF THE FOUNDATION IS DEFINED AS FOLLOWS: (I) 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; (II) AN INDIVIDUAL WHO HAS MADE CONTRIBUTIONS TOTALING MORE THAN $100,000 SINCE THE FOUNDATION'S INCEPTION;AND (III) 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 11 A COPY OF THE DRAFT FORM 990 IS E-MAILED TO VOTING AND CERTAIN OTHER BOARD MEMBERS FOR AN INDEPENDENT REVIEW. BOARD MEMBERS MEET SUBSEQUENTLY TO MAKE INQUIRIES, DISCUSS QUESTIONS THEY MAY HAVE ON 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 AS IT ARISES. AT THE ANNUAL MEETING, BOARD MEMBERS ARE AGAIN ASKED TO DISCLOSE ANY CONFLICTS AND ARE REQUIRED TO DOCUMENT AND PRESENT THE ACTUAL CONFLICT TO THE 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 19 WRITTEN REQUESTS MUST BE MADE DIRECTLY TO THE ORGANIZATION FOR REVIEW OF ITS DOCUMENTS. PERSONS MAKING THE REQUEST MAY BE ASKED TO VISIT THE OFFICE TO REVIEW THE DOCUMENTS OR THEY MAY BE MAILED A COPY OF THE REQUESTED DOCUMENTS. FORM 990; PART XI, LINE 2C CONSISTENT WITH PRIOR YEAR THE FOUNDATION'S EXECUTIVE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FOUNDATION'S FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT.