2013-02-13T08:00:30-06:00 2012-06-30 591488101 LKD - CPAS & CONSULTANTS 500 UNIVERSITY BLVD SUITE 215 JUPITER FL 33458 990 2011-07-01 592104920 LOST TREE VILLAGE CHARITABLE FOUNDATION INC LOST 5616223780 11555 LOST TREE WAY NORTH PALM BEACH FL 33408 TREASURER 5616223780 2013-02-08 1 MARTIN A DYTRYCH P00294232 5616941040 2011 2016-02-25 16:41:14Z 11555 LOST TREE WAY NORTH PALM BEACH FL 33408 3043333 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. 10 10 2 90 0 0 1549793 2008633 0 0 130657 147246 204 0 1680654 2155879 1395236 1520076 0 0 173599 180637 0 0 0 118203 103517 1687038 1804230 -6384 351649 5588702 5706322 606534 441204 4982168 5265118 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 1520076 1520076 THE ORGANIZATION AWARDED 59 GRANTS TO VARIOUS HUMAN SERVICE ENTITIES TO BE USED PRIMARILY FOR CAPITAL NEEDS. 1520076 1 1 0 0 0 0 0 0 0 1 0 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 2 1 0 0 0 0 0 0 0 0 X 10 10 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 11555 LOST TREE WAY NORTH PALM BEACH FL 33408 X JOSEPH M HICKEY 10.00 X X 0 0 0 JOHN M RICHMAN 7.00 X X 0 0 0 NANCY S CALCAGNINI 7.00 X X 0 0 0 HOWARD A SHALLCROSS 7.00 X X 0 0 0 PETER W ADAMS 7.00 X X 0 0 0 HENRY P BAER 10.00 X X 0 0 0 DAVID P BORNHOEFT 7.00 X X 0 0 0 JOSEPH J MELONE 7.00 X X 0 0 0 PHILIP A ODEEN 7.00 X X 0 0 0 CARROLL S ROTCHFORD 7.00 X X 0 0 0 0 0 0 0 0 0 1 0 2008633 70936 2008633 108791 108791 925909 887454 38455 38455 38455 2155879 0 0 147246 1520076 1520076 151200 151200 6907 6907 9942 9942 12588 12588 20693 20693 14704 14704 17023 17023 10205 10205 11774 11774 861 861 2718 2718 OTHER EXPENSES 25539 25539 1804230 1520076 284154 0 353109 180203 429584 199584 40000 20000 15000 25800 3922810 4586048 375874 313906 452325 380781 5588702 5706322 2557 7632 603977 433572 606534 441204 X 3291301 3651316 470909 399278 1219958 1214524 4982168 5265118 5588702 5706322 X 351649 -68699 X X 0 1 1 X 0 X 1866985 1409358 1541679 1549793 2008633 8376448 1866985 1409358 1541679 1549793 2008633 8376448 858593 7517855 135123 110754 92762 96577 108791 544007 58166 28891 48543 41371 41758 218729 9139184 0.82260 0.83980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1219958 -5434 1214524 1035242 184716 1219958 982972 52270 1035242 1194190 -211218 982972 1.00000 0 0 0 MFB NORTHERN INTL EQ INDX FD 313906 F 313906 BENEFICIAL INTEREST IN LEAD TRUST 379278 DEPOSITS 1500 OTHER 3 380781 2155879 1804230 351649 -68699 -68699 282950 2087180 -68699 -68699 2155879 0 2155879 1804230 0 1804230 0 1804230 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: MANAGEMENT HAS ASSESSED ITS TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2012 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 2008. MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. 1 211 PALM BEACHTREASURE COAST INC POST OFFICE BOX 3588 LANTANA FL 33465 237153017 30000 CALL CENTER OPERATIONS ADOPT-A-FAMILY OF PALM BEACHES INC 1712 2ND AVENUE NORTH LAKE WORTH FL 33460 592471253 72000 PROJECT SAFE ARC OF PALM BEACH COUNTY 1201 AUSTRALIAN AVENUE RIVIERA BEACH FL 33404 590883386 47671 COMMUNICATING WITH, EDUCATING CLIENTS AID TO VICTIMS OF DOMESTIC ABUSE INC POST OFFICE BOX 6161 DELRAY BEACH FL 33482 592486620 30832 TRANSITIONAL HOUSE & EMERGENCY SHELTER BEST FOOT FORWARD FOUNDATION 21441 BOCA RIO ROAD BOCA RATON FL 33433 300598378 9155 IMPROVE DONOR MANAGEMENT BIG HEART BRIGADE OF THE PALM BEACHES 5770 WHIRLAWAY ROAD PALM BEACH GARDENS FL 33418 650581187 6000 FOOD PREPARATION FOR THANKSGIVING CARIDAD CENTER INC 8645 WEST BOYNTON BEACH BLVD BOYNTON BEACH FL 33472 650149423 30723 DENTAL CLINIC CATHOLIC CHARITIES DIOCESE OF PALM BEACH 9995 NORTH MILITARY TRAIL PALM BEACH GARDENS FL 33410 592470479 10000 PAHOKEE PALS THE CHILDREN'S HOME SOCIETY OF FLORIDA 3333 FOREST HILL BOULEVARD WEST PALM BEACH FL 33406 590192430 15709 RESIDENTIAL PROGRAMS CHURCH OF THE HARVEST INC 183 SOUTH LAKE AVENUE PAHOKEE FL 33476 651079385 37900 CLIENT/EMPLOYEE TRANSPORT COMMUNITY BACK TO SCHOOL BASH INC 1712 SECOND AVENUE NORTH LAKE WORTH FL 33460 651141522 25000 FOR HOMELESS & FOSTER KIDS COMMUNITY CARING CENTER OF BOYNTON BEACH INC 145 NE 4TH AVENUE BOYNTON BEACH FL 33435 650447796 40000 INCREASE CAPACITY EASTER SEALS FLORIDA INC 2010 MIZELL AVENUE WINTER PARK FL 32792 590637848 23750 FACILITY RENOVATION EDVENTURE CHARTER SCHOOL 115 EAST COAST AVENUE HYPOLUXO FL 33462 650802918 25000 RENOVATE FACILITIES EL SOL JUPITER'S NEIGHBORHOOD RESOURCE CENTER 106 MILITARY TRAIL JUPITER FL 33458 010870672 23000 EXPAND CAPACITY EPISCOPAL CHARITIES OF SOUTHEAST FLORIDA 8895 NORTH MILITARY TRAIL STE 205C PALM BEACH GARDENS FL 33410 650934414 13607 IMPROVE FOOD SERVICE AND EDUCATION FAMILY PROMISE OF NORTHCENTRAL PALM BEACH COUNTY 1003 ALLENDALE ROAD WEST PALM BEACH FL 33405 262142007 35000 CLIENT FAMILY TRANSPORTATION FARMWORKER'S CHILDREN'S COUNCIL INC 130 ISLAND DRIVE OCEAN RIDGE FL 33435 650169221 10000 CAMP ALEGRE FAU - COLLEGE OF NURSING 777 GLADES ROAD ADMIN 295 BOCA RATON FL 33431 590917284 30000 ELIGIBLE STUDENTS FEED THE HUNGRY - COMMUNITY FOOD TRUCKS 8306 155TH PLACE NORTH PALM BEACH GARDENS FL 33418 590766989 50000 FOOD DISTRIBUTION FLORIDA OUTREACH CENTER FOR THE BLIND INC 2315 SOUTH CONGRESS AVENUE PALM SPRINGS FL 33461 550827232 33420 SUPPLEMENT OPERATING COSTS GLADES INITIATIVE INC 141 SE AVENUE C BELLE GLADE FL 33430 010733180 12000 BACKGROUND SCREENING GOVERNOR'S COUNCIL FOR COMMUNITY HEALTH PARTNERSHIPSINC 800 CLEMATIS STREET WEST PALM BEACH FL 33401 650449910 40000 SUMMER CAMP PROGRAM GRATITUDE HOUSE INC 1700 NORTH DIXIE HIGHWAY WEST PALM BEACH FL 33407 237215223 20000 BUILDING RENOVATION GUATEMALAN-MAYA CENTER INC 110 NORTH F STREET LAKE WORTH FL 33460 650355018 25000 MAYAN YOUTH AFTERSCHOOL PROGRAM HOME SAFE 2840 6TH AVENUE SOUTH LAKE WORTH FL 33461 591935485 35000 LAKE WORTH CAMPUS HOUSE OF HOPE 2484 SE BONITA STREET STUART FL 34997 592422998 20440 EXPAND CAPACITY JUNIOR ACHIEVEMENT INC 6903 VISTA PARKWAY NORTH SUITE 10 WEST PALM BEACH FL 33411 592333738 9000 JA VIRTUAL FINANCE PARK KIDWORKS AKA LIFEWORKS DEVELOPMENT INC 3700 GREENWOOD AVENUE WEST PALM BEACH FL 33407 311505579 39900 TO TRANSPORT STUDENTS LEGAL AID SOCIETY OF PALM BEACH COUNTY INC 423 FERN STREET WEST PALM BEACH FL 33401 596046994 18600 SAVE PRINTING COSTS MISSION EDUCATION INTERNATIONAL INC 6586 HYPOLUXO ROAD 329 LAKE WORTH FL 33467 760789910 22000 TRANSPORT KIDS IN PROGRAM MUSCULAR DYSTROPHY ASSOCIATION 2500 QUANTUM LAKES DRIVE 212 BOYNTON BEACH FL 33426 131665552 19780 SUMMER CAMP PROGRAM NEW HORIZONS SERVICE DOGS INC 1590 LAUREL PARK COURT ORANGE CITY FL 32763 593334829 25000 PERSONNEL & DOG TRANSPORT NOPE TASK FORCE INC 3223 COMMERCE PLACE SUITE 101 WEST PALM BEACH FL 33407 201289080 7000 REDUCE DRUG USE NORTH COUNTY CHURCHES HOME DELIVERED MEALS INC 17 BALFOUR ROAD WEST PALM BEACH GARDENS FL 33418 592159752 6000 FEED HOME-BOUND RESIDENTS PACE CENTER FOR GIRLS INC 1225 D SOUTH MILITARY TRAIL WEST PALM BEACH FL 33415 592414492 20000 COMPUTERS FOR CLASSROOMS PALM BEACH HABILITATION CENTER INC 4522 SOUTH CONGRESS AVENUE LAKE WORTH FL 33461 596213381 25781 EQUIPMENT & FURNITURE FOR WORK PRODUCTION AREAS PALM BEACH SCHOOL FOR AUTISM INC 1199 WEST LANTANA ROAD 19 LANTANA FL 33462 050571797 6500 EVERYONE NEEDS TO ENJOY READING/IPADS & APPS PALM BEACH STATE FOUNDATION 4200 CONGRESS AVENUE LAKE WORTH FL 33461 591818856 12000 CROSSROADS PROGRAM PLACE OF HOPE 9078 ISAIAH LANE PALM BEACH GARDENS FL 33418 650841384 50000 JOANN'S COTTAGE RESIDENTS-2 VANS PROJECT LIFT P O BOX 1152 STUART FL 34995 273949112 25866 CLIENT TRANSPORTATION RUTH RALES JEWISH FAMILY SERVICE OF SOUTH PALM BEACH COUNTY INC 21300 RUTH BARON COLEMAN BOULEVARD BOCA RATON FL 33428 651115689 15000 FOOD PANTRY SAFETY COUNCIL OF PALM BEACH COUNTY INC 4152 WEST BLUE HERON BOULEVARD SUITE 110 RIVIERA BEACH FL 33404 591168121 10000 CHILDSAVER PROGRAM-250 CARSEATS BOUGHT SEAGULL INDUSTRIES FOR THE DISABLED INC 3879 WEST INDUSTRIAL WAY RIVIERA BEACH FL 33404 591879968 40000 SEAGULL RANCH, INDIANTOWN-COMMERCIAL KITCHEN SOUP KITCHEN INC THE 8645 WEST BOYNTON BEACH BOULEVARD BOYNTON BEACH FL 33474 592628415 31780 TO REDUCE COSTS-2 OVENS & SUPPLIES SPEAK UP FOR KIDS OF PALM BEACH COUNTY P O BOX 1896 WEST PALM BEACH FL 33402 800345608 6000 ADVOCACY ENHANCEMENT ST ANN PLACE 2107 NORTH DIXIE HIGHWAY WEST PALM BEACH FL 33407 596001732 29112 SHELTER FOR CLIENTS ST VINCENT DE PAUL SOCIETY - ST PETER'S CHURCH 1701 INDIAN CREEK PARKWAY JUPITER FL 33458 591058446 50000 EMEREGENCY CASH PROGRAM SUNSET HOUSE 8800 SUNSET DRIVE PALM BEACH GARDENS FL 33410 650695313 20025 DOOR & WINDOW REPLACEMENT TAKE STOCK IN CHILDREN (COLLEGE FOR KIDS INC) 2200 N FLORIDA MANGO ROAD WEST PALM BEACH FL 33409 208077416 25347 IMPROVE HIGH SCHOOL GRADUATION RATES UNITED WAY-CHANNEL 12 2500 QUANTUM BLVD BOYNTON BEACH FL 33426 590683258 25000 PROJECT THANKSGIVING URBAN LEAGUE OF PALM BEACH COUNTY INC THE 1700 N AUSTRALIAN AVENUE WEST PALM BEACH FL 33407 591533710 21553 LAPTOPS FOR STUDENTS OF NAS/NULITES URBAN YOUTH IMPACT INC 2823 NORTH AUSTRALIAN AVENUE WEST PALM BEACH FL 33407 911901103 70000 VAN, EQUIPMENT, FURNISHINGS FOR CAREER CTR WAYSIDE HOUSE INC 378 NE 6TH AVENUE DELRAY BEACH FL 33483 591590644 30000 CLIENT TRANSPORTATION WOMEN'S CIRCLE INC THE 912 SE 4TH STREET BOYNTON BEACH FL 33435 651068376 7500 ENHANCE EDUCATIONAL AND ADMINISTRATIVE CAPABILITIE YMCA FOUNDATION OF SOUTH PALM BEACH COUNTY INC -- BOYNTON BEACH 9600 SOUTH MILITARY TRAIL BOYNTON BEACH FL 33436 050594761 20000 CARIDAD CENTER CHILDREN YOUNG SINGERS OF THE PALM BEACHES INC 701 OKEECHOBEE BOULEVARD STE 305 WEST PALM BEACH FL 33401 300193514 9825 TO ENHANCE SINGERS' PERFORMANCES YOUTH RECREATION ASSOCIATION 3005 BERNARDO LANE RIVIERA BEACH FL 33407 650250058 15000 GIRLS BASKETBALL PROGRAM YWCA OF PALM BEACH COUNTY 2200 NORTH FLORIDA MANGO ROAD 102 WEST PALM BEACH FL 33409 590751935 55300 HARMONY HOUSE 59 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 X 11 70936 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS -68,699. TOTAL TO FORM 990, PART XI, LINE 5: -68,699. 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.