Tree Fund-Tree Research & Education Endowment Fund
- Assets
- $5.4m
- Revenue
- $668.2k
- Investments
- $0.0
- Employees
- 5
- Location
- Naperville, IL
- Founding
- 01/1977
- Data as of
- 12/2022
- EIN
- 37-1018692
Organization Overview
Tree Fund-Tree Research & Education Endowment Fund is located in Naperville, IL. The organization was established in 1977. According to its NTEE Classification (C03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Environment and related organizations. As of 12/2022, Tree Fund-Tree Research & Education Endowment Fund employed 5 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Tree Fund-Tree Research & Education Endowment Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Tree Fund-Tree Research & Education Endowment Fund generated $668.2k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (5.2%) each year. All expenses for the organization totaled $902.7k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Tree Fund-Tree Research & Education Endowment Fund has awarded 67 individual grants totaling $2,230,746. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
SUPPORT SUSTAINABLE COMMUNITIES AND ENVIRONMENTAL STEWARDSHIP
Describe the Organization's Program Activity:
Part 3 - Line 4a
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. IN FY 2022, TREE FUND ISSUED $161,514 IN NEW RESEARCH GRANT FUNDING TO 7 RECIPIENTS IN 7 GRANT LINES WHILE CONTINUING TO MANAGE 24 MULTI-YEAR GRANTS FROM PRIOR FISCAL YEARS.
TREE FUND PROVIDES GRANTS TO CHARITABLE ORGANIZATIONS AND IMPLEMENTS 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. TREE FUND ISSUED 1 COMMUNITY ENGAGEMENT GRANT VALUED AT $5,000, WHILE OFFERING 6 WEBINARS WITH APPROXIMATELY 3,150 ATTENDEES, ADVERTISING WIDELY AROUND THE COUNTRY AND ISSUING A MONTHLY NEWSLETTER TARGETED TO LAY READERS.
TREE FUND PROVIDES SCHOLARSHIPS TO ENCOURAGE COLLEGE STUDENTS TO PURSUE CAREERS IN ARBORICULTURE AND URBAN FORESTRY. IN 2022, TREE FUND ISSUED 5 SCHOLARSHIPS VALUED AT A TOTAL OF $25,000.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Steve Geist Chairman | OfficerTrustee | 1 | $0 |
Beau Brodbeck Chair Elect | OfficerTrustee | 1 | $0 |
Patrick Franklin Vice Chair | OfficerTrustee | 1 | $0 |
Jacques Brunswick Treasurer/secretary | OfficerTrustee | 1 | $0 |
Dan Herms Trustee | Trustee | 1 | $0 |
David Gorden Trustee | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $172,790 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $481,226 |
| Noncash contributions included in lines 1a–1f | $13,247 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $654,016 |
| Total Program Service Revenue | $12,659 |
| Investment income | $177 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $668,187 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $396,705 |
| Grants and other assistance to domestic individuals. | $20,000 |
| Grants and other assistance to Foreign Orgs/Individuals | $15,000 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $108,462 |
| Compensation of current officers, directors, key employees. | $16,577 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $147,293 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $32,633 |
| Payroll taxes | $20,555 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $42,226 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $18,254 |
| Fees for services: Other | $8,175 |
| Advertising and promotion | $23,368 |
| Office expenses | $4,937 |
| Information technology | $4,609 |
| Royalties | $0 |
| Occupancy | $5,347 |
| Travel | $34,301 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $70 |
| Insurance | $2,397 |
| All other expenses | $2,466 |
| Total functional expenses | $902,680 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $587,483 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $329,241 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $3,038 |
| Net Land, buildings, and equipment | $1,327 |
| Investments—publicly traded securities | $26,092 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $4,413,384 |
| Total assets | $5,360,565 |
| Accounts payable and accrued expenses | $38,750 |
| Grants payable | $353,124 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $391,874 |
| Net assets without donor restrictions | -$141,703 |
| Net assets with donor restrictions | $5,110,394 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $5,360,565 |
Grants Awarded
Over the last fiscal year, Tree Fund-Tree Research & Education Endowment Fund has awarded $382,713 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
PENNSYLVANIA STATE UNIVERSITY PURPOSE: SUPPORT RESEARCH | $158,109 |
UNIVERSITY OF MASSACHUSETTS PURPOSE: SUPPORT RESEARCH | $25,000 |
CORNELL UNIVERSITY PURPOSE: SUPPORT RESEARCH | $10,000 |
WEST VIRGINIA UNIVERSITY PURPOSE: SUPPORT RESEARCH | $49,572 |
CN UTILITY CONSULTING (CNUC) PURPOSE: SUPPORT RESEARCH | $30,000 |
TARLETON STATE UNIVERSITY PURPOSE: SUPPORT RESEARCH | $22,950 |