2014-05-23T11:51:52-05:00 2013-12-31 362886485 DUGAN & LOPATKA CPA'S PC 104 E ROOSEVELT ROAD SUITE 102 WHEATON IL 601875267 990 2013-01-01 371018692 TREE RESEARCH AND EDUCATION ENDOWMENT FUND TREE 6303698300 552 S WASHINGTON STREET NO 109 NAPERVILLE IL 60540 JAMES ZWACK CHAIRMAN 6303698300 2014-05-15 1 KAREN OLSON P00085441 6306654440 2013 2015-11-30 17:44:51Z JAMES ZWACK 552 S WASHINGTON STREET NO 109 NAPERVILLE IL 60540 1156672 0 X WWW.TREEFUND.ORG X 1975 IL SUPPORT SUSTAINABLE COMMUNITIES AND ENVIRONMENTAL STEWARDSHIP 14 14 6 200 0 0 772535 1056549 0 0 19894 24769 59291 -143233 851720 938085 165290 126924 0 0 283881 293995 0 0 285853 201301 245033 650472 665952 201248 272133 2416423 2990637 201172 121296 2215251 2869341 SUPPORT SUSTAINABLE COMMUNITIES AND ENVIRONMENTAL STEWARDSHIP BY FUNDING RESEARCH, SCHOLARSHIPS AND EDUCATION PROGRAMS ESSENTIAL TO THE DISCOVERY AND DISSEMINATION OF NEW KNOWLEDGE IN THE FIELDS OF ARBORICULTURE AND URBAN FORESTRY 0 0 284322 126924 7988 RESEARCH SUPPORT AND EDUCATION - PROVIDE RESEARCH GRANTS TO INDIVIDUALS AND ORGANIZATIONS PERFORMING TREE-RELATED RESEARCH WHICH IS THE TRUST'S PURPOSE.THE EDUCATIONAL PROGRAMS SUPPORT NUMEROUS PUBLIC EDUCATION ENDEAVORS. THE TOUR DES TREES PROVIDES EDUCATIONAL OPPORTUNITIES THROUGH PRESENTATIONS AND MEDIA INTERVIEWS ON THE IMPORTANCE OF TREES AND THE ROLE OF TREE RESEARCH. PROGRAMS INCLUDE INFORMATION FOR PRE-SCHOOL TO HIGH SCHOOL. PROGRAMS ALSO DESCRIBE THE CAREER OPPORTUNITIES IN ARBORICULTURE. 284322 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 6 1 0 0 0 0 0 0 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 X X M JANET BORNANCIN 6303698300 552 S WASHINGTON STREET NAPERVILLE IL 60540 JAMES ZWACK CHAIRMAN 10.00 X X 0 0 0 DOUG ANDERSON VICE-CHAIRMAN 4.00 X X 0 0 0 RANDY MILLER CHAIRMAN ELECT 4.00 X X 0 0 0 JOHN HENDRICKSEN TREASURER 4.00 X X 0 0 0 JAMES BARBORINAS TRUSTEE 1.00 X 0 0 0 JEFFREY CARNEY TRUSTEE 1.00 X 0 0 0 HALLIE DOZIER TRUSTEE 1.00 X 0 0 0 ANITA GAMBILL TRUSTEE 1.00 X 0 0 0 DOUG GOBER TRUSTEE 1.00 X 0 0 0 EDWARD MACIE TRUSTEE 1.00 X 0 0 0 MICHAEL ROBINSON TRUSTEE 1.00 X 0 0 0 WENDY ROBINSON TRUSTEE 1.00 X 0 0 0 BRIAN SAYERS TRUSTEE 1.00 X 0 0 0 MICHAEL WEIDNER TRUSTEE 1.00 X 0 0 0 M JANET BORNANCIN PRESIDENT/CEO 60.00 X 107427 0 9423 107427 0 9423 1 0 0 0 0 523371 533178 69134 1056549 24769 24769 67366 523371 218587 -151221 -151221 MISCELLANEOUS 900099 7988 7988 7988 938085 7988 0 -126452 122924 122924 4000 4000 116850 23370 26291 67189 145773 34392 27369 84012 3000 1056 1031 913 7706 3127 2972 1607 20666 5626 4026 11014 4279 765 3514 17587 3312 5923 8352 6272 6272 17691 3720 13971 58337 12187 4870 41280 20596 12873 973 6750 16062 3694 3051 9317 52820 27440 2610 22770 1838 907 931 7149 1614 1220 4315 CONTRACT LABOR 15725 12498 1402 1825 MISCELLANEOUS 12809 7206 245 5358 BOARD EXPENSES 6757 6757 LIAISONS 3736 1001 2735 3375 3375 665952 284322 95777 285853 189274 98871 2073154 2745860 138013 133471 15982 12435 30120 30120 0 0 2416423 2990637 17739 27506 157533 93010 25900 780 201172 121296 X 592114 774032 623454 886779 999683 1208530 2215251 2869341 2416423 2990637 272133 381957 0 X X 0 1 X 1 0 X 503532 763135 913025 772535 1056549 4008776 503532 763135 913025 772535 1056549 4008776 438304 3570472 7962 13768 14460 19894 24769 80853 8403 5926 6892 7988 29209 4118838 779837 0.86690 0.87050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1156983 152581 215900 3000 1522464 998509 67553 104957 14036 1156983 1046297 26622 -68410 6000 998509 942339 16616 142501 55159 1046297 861066 51687 91938 32352 30000 942339 0.00000 0.79000 0.21000 0 0 30120 30120 0 0 X 1680135 381957 184825 181540 748322 931813 6272 6272 938085 1026045 184825 181540 366365 659680 6272 6272 665952 PART V, LINE 4: FUNDING OF ARBORICULTURE OR RELATED CURRICULA IN HIGH SCHOOL AND COLLEGE LEVEL PROGRAMS AS WELL AS POROMOTION OF THE ARBORICULTURE PROFESSION AT ALL EDUCATIONAL LEVELS. PART X, LINE 2: THE FUND FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND ILLINOIS. WITH FEW EXCEPTIONS, THE FUND IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2010. THE FUND DOES NOT EXPECT A MATERIAL NET CHANGE IN UNRECOGNIZED TAX BENEFITS IN THE NEXT TWELVE MONTHS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF SPECIAL EVENTS 181,540. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF SPECIAL EVENTS 181,540. TOUR DES TREES 505473 494273 11200 48055 34064 82477 AUCTION 85264 29098 56166 37047 96 16848 590737 523371 67366 37047 48055 34160 99325 218587 -151221 1 HYLAND JOHNS GRANTS - SUPPORTS MULTI-YEAR RESEARCH PROJECTS WITH SPECIAL EMPHASIS ON ROOT AND SOIL MANAGEMENT, PLANTING AND ESTABLISHMENT, PLANT HEALTH CARE, RISK ASSESSMENT, WORKER SAFETY AND URBAN FORESTRY 5 50000 JOHN DULING GRANTS - PROVIDE SEED MONEY OR PARTIAL SUPPORT FOR RESEARCH AND TECHNOLOGY TRANSFER PROJECTS THAT BENEFIT THE EVERYDAY WORK OF ARBORISTS AND URBAN FORESTERS 4 19990 ROBERT FELIX MEMORIAL SCHOLARSHIPS - FOR COLLEGE STUDENTS STUDYING ARBORICULTURE, URBAN FORESTRY OR A RELATED FIELD WITH THE INTENTION OF ENTERING THE PROFESSION OF ARBORICULTURE 2 3000 JOHN WRIGHT MEMORIAL SCHOLARSHIP - FOR HIGH SCHOOL SENIORS AND RETURNING COLLEGE STUDENTS PURSUING CAREERS RELATED TO ARBORICULTURE 2 2000 UTILITY ARBORICULTURE GRANT - SUPPORTS RESEARCH INTO ISSUES RELATED TO UTILITY ARBORICULTURE AND RIGHT OF WAY MANAGEMENT 2 16500 OHIO CHAPTER ISA EDUCATION GRANT - FOCUS ON INCREASING ARBORICULTURE OR URBAN FORESTRY KNOWLEDGE VIA FUNDING ARBORICULTURAL EDUCATION PROGRAMS OR PROJECTS WITHIN THE STATE OF OHIO. THE GRANT IS OPEN TO 501(C)(3) ORGANIZATIONS INCLUDING, BUT NOT LIMITED TO, ARBORETUMS, PUBLIC GARDENS, HIGH SCHOOLS, VOCATIONAL SCHOOLS, 2-YEAR COLLEGES AND 4-YEAR COLLEGES, WHICH SERVE A TARGET POPULATION OF 16 YEARS OF AGE OR OLDER 1 4998 JACK KIMMEL - TO PROVIDE FUNDING FOR ARBORICULTURE RESEARCH PROJECTS ALL OVER THE WORLD 1 15996 ARBORICULTURE EDUCATION GRANT - SUPPORTS THE DEVELOPMENT OF ARBORICULTURE EDUCATION PROGRAMS AND MATERIALS FOR K-12 STUDENTS 1 5000 TREE FUND SCHOLARSHIP 1 2000 MONETARY GRANTS 2 3440 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. X AUCTION ITEMS 110 37047 FAIR MARKET VALUE X TOUR ITEMS 6 32087 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE DIRECTOR RECEIVES A COPY OF FORM 990 AND DISTRIBUTES ELECTRONICALLY TO THE TRUSTEES FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE DIRECTOR REMINDS TRUSTEES ANNUALLY. CONFLICT OF INTEREST FORMS ARE COMPLETED ANNUALLY. 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 EXECUTIVE COMMITTEE USES THE ASSOCIATION OF SMALL FOUNDATIONS MANAGEMENT AND COMPENSATION SURVEY TO COMPARE WITH. ALL TRUSTEES EVALUATE EXECUTIVE DIRECTOR BY STANDARD FORM. THIS INFORMATION IS SUMMARIZED BY THE PRESIDENT AND PRESENTED TO THE EXECUTIVE COMMITTEE FOR DISCUSSION AND BENCHMARKED AGAINST OTHER EXECUTIVE DIRECTOR SALARIES IN THE REGION OF SIMILAR SIZE TO DETERMINE THE EXECUTIVE DIRECTOR'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 UPON WRITTEN REQUEST FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR.