Liabilities / Assets
26th percentile
Higher debt load relative to assets than 26% of similar nonprofits.
Lost Tree Village Charitable Foundation Inc.
990 • Fiscal year 2024 • EIN 59-2104920
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.04x
Liabilities / Revenue
28th percentile
Higher debt load relative to revenue than 28% of similar nonprofits.
Net Margin
11th percentile
Higher net margin than 11% of similar nonprofits.
Top Officer Pay
64th percentile
Higher top officer pay than 64% of similar nonprofits.
Top officer pay equals 3.1% of source-year revenue.
Asset Growth
11th percentile
Faster asset growth than 11% of similar nonprofits.
Revenue Growth
11th percentile
Faster revenue growth than 11% of similar nonprofits.
Balance Sheet
Assets
Down$17,992,557
Down $1,674,171 (-8.5%) from 2023
Net Assets
Down$17,329,823
Down $1,711,840 (-9.0%) from 2023
Liabilities
Up$662,734
Up $37,669 (+6.0%) from 2023
Revenue And Expenses
Revenue
Down$7,461,213
Down $2,226,478 (-23%) from 2023
Expenses
Up$9,088,995
Up $3,078,568 (+51%) from 2023
Net Income
Down-$1,627,782
Down $5,305,046 (-144%) from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- Jan 17, 2025
- Return Version
- 2023v6.0
- Gross Receipts
- $12,663,131
Mission and Program Overview
Mission
Our mission: working together to strenghten our surrounding communities by significantly improving the lives of our neighbors in need.
The Foundation's mission is to work together to strengthen our (continued on Schedule O) surrounding communities by significantly improving the lives of our neighbors in need.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $16,298,087 | $15,859,456 | ▼ $438,631 |
| Pledges and Grants Receivable | $1,987,900 | $1,263,778 | ▼ $724,122 |
| Investments Other Securities | $655,817 | $730,046 | ▲ $74,229 |
| Cash and Non-Interest-Bearing Accounts | $594,685 | $40,495 | ▼ $554,190 |
| Prepaid Expenses and Deferred Charges | $9,850 | $16,083 | ▲ $6,233 |
| Total Assets | $19,666,728 | $17,992,557 | ▼ $1,674,171 |
| Other Assets Total | $120,389 | $82,699 | ▼ $37,690 |
| Liabilities | |||
| Grants Payable | $601,605 | $647,424 | ▲ $45,819 |
| Accounts Payable and Accrued Expenses | $23,460 | $15,310 | ▼ $8,150 |
| Total Liabilities | $625,065 | $662,734 | ▲ $37,669 |
| Net Assets / Fund Balance | |||
| Net Assets With Donor Restrictions | $12,363,290 | $9,586,881 | ▼ $2,776,409 |
| Net Assets Without Donor Restrictions | $6,678,373 | $7,742,942 | ▲ $1,064,569 |
| Total Net Assets Fund Balance | $19,041,663 | $17,329,823 | ▼ $1,711,840 |
| Total Liabilities and Net Assets / Fund Balance | $19,666,728 | $17,992,557 | ▼ $1,674,171 |
Endowment Activity
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2023 | $1,836,538 | - | ▲ $218,824 | - | $2,055,362 |
| 2022 | $1,755,899 | - | ▲ $80,639 | - | $1,836,538 |
| 2021 | $1,709,607 | - | ▲ $46,292 | - | $1,755,899 |
| 2020 | $1,633,715 | - | ▲ $75,892 | - | $1,709,607 |
| 2019 | $1,643,174 | - | ▼ $9,459 | - | $1,633,715 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Jillian C Vukusich | Executive Director | FT | $200,000 | $29,800 | $229,800 |
| Kerry Jamieson | Community Engagement Manager | PT | $104,372 | $13,462 | $117,834 |
Board Members and Trustees
| Name | Title |
|---|---|
| Scott A Rogers | President |
| C Dean Maglaris | Vice President |
| Carlene Ziegler | Vice President |
| Irene Shaw | Vice President |
| Leslie E Bradford | Vice President |
| Sue A Conaty | Vice President |
| Thomas P Kane | Vice President |
| CE Thomas Cleveland | Secretary |
| Alan H Rappaport | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $6,003,050
- Program Service Revenue
- $0
- Investment Income
- $1,458,163
- Other Revenue
- $0
- All Other Contributions
- $6,003,050
- Change in Net Assets
- $-1,627,782
Noncash Contribution Practices
- Property subject to holding requirements
- No
- Reviewed unusual noncash gifts
- No
- Third parties used for noncash contributions
- No
Noncash Contributions
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Securities Publicly Traded | 20 | $551,208 | Public exchange |
| Total Noncash Contributions | 20 | $551,208 | - |
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $7,420,943
- Revenue Not Reported on Financial Statements
- $40,270
- Revenue Not Reported on Form 990
- $-84,058
- Total Revenue per Audited Statements
- $7,336,885
- Total Revenue per Form 990
- $7,461,213
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $8,471,007 |
| Salaries, Compensation, and Employee Benefits | $438,764 |
| Other Expenses | $179,224 |
| Total Fundraising Expense | $104,401 |
| Professional Fundraising Fees | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $8,471,007 | - | - | $8,471,007 |
| Current Officers, Directors, Trustees, and Key Employees | $175,700 | $25,100 | $50,200 | $251,000 |
| Other Salaries and Wages | $102,296 | $14,614 | $29,227 | $146,137 |
| Fees for Service Investment Mgmnt Fees | $36,605 | $2,940 | $725 | $40,270 |
| Payroll Taxes | $19,315 | $2,759 | $5,519 | $27,593 |
| Fees for Services Accounting | $14,630 | $2,090 | $4,180 | $20,900 |
| Occupancy | $14,339 | $2,160 | $4,085 | $20,584 |
| Information Technology | $14,661 | $1,274 | $2,549 | $18,484 |
| Office Expenses | $10,657 | $1,350 | $1,701 | $13,708 |
| All Other Expenses | $10,385 | $601 | $688 | $11,674 |
| Other Expenses | $6,026 | $757 | $1,514 | $8,297 |
| Other Employee Benefits | $5,040 | $720 | $1,440 | $7,200 |
| Pension Plan Contributions | $4,784 | $683 | $1,367 | $6,834 |
| Insurance | $2,331 | $303 | $666 | $3,300 |
| Fees for Services Other | $1,890 | $270 | $540 | $2,700 |
| Conferences and Meetings | $978 | - | - | $978 |
| Total Functional Expenses | $8,918,224 | $66,370 | $104,401 | $9,088,995 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $9,088,995 |
| Expenses per Audited Statements | $9,048,725 |
| Total Expenses per Audited Statements | $9,048,725 |
| Expenses Not Reported on Financial Statements | $40,270 |
| Expenses Not Reported on Form 990 | $0 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| FoundCare | West Palm Beach, FL | - | For the construction of the Riviera Beach Community Health Center. | $3,151,131 |
| FoundCare | West Palm Beach, FL | - | To support staffing and operations for the Riviera Beach Health Initiative. | $885,800 |
| The Education Foundation of Palm Beach County Inc | Boynton Beach, FL | - | For fiscal agent services to support the Riviera Beach Literacy Project. | $557,622 |
| Health Council of Southeast Florida | Palm Beach Gardens, FL | - | For the Community Health Worker Program, which provides Riviera Beach residents with health education and connection to needed health & social services. | $250,000 |
| American Heart Association | West Palm Beach, FL | - | For the Food Farmacy Program in Riviera Beach, in partnership with the Riviera Beach Health Initiative. | $119,106 |
| 211 Palm BeachTreasure Coast | Lantana, FL | - | For the new hurricane-rated building to accommodate increased needs in Palm Beach County and the Treasure Coast. | $100,000 |
| Aid to Victims of Domestic Abuse Inc | Delray Beach, FL | - | To upgrade the security monitoring equipment at the shelter and transitional housing campus. | $100,000 |
| Center for Child Counseling Inc | Palm Beach Gardens, FL | - | For a mobile services vehicle to more effectively reach individuals experiencing barriers to mental health education and services and to address a consistent waitlist for services. | $100,000 |
| Gulfstream Goodwill Industries Inc | West Palm Beach, FL | - | For a walk-in cooler at the new bakery which will provide an opportunity for clients with disabilities to hone their culinary abilities and their customer service skills. | $100,000 |
| Habitat for Humanity Greater Palm Beach County | Delray Beach, FL | - | For the Neighborhood Revitalization Program, which provides home repairs and improvements to enable families to live in safer, more secure homes. | $100,000 |
| Place of Hope Inc | Palm Beach Gardens, FL | - | For two passenger vans that will be used to transport foster children to school, doctors' appointments, activities, and places of employment. | $100,000 |
| Student ACES Inc | Palm Beach Gardens, FL | - | To replace the roof at The Student ACES Center (The SAC), in Belle Glade which serves as an after-school and summer program for middle and high school student athletes. | $100,000 |
| United Way of Palm Beach County | West Palm Beach, FL | - | To improve food access and operations of food pantries and nonprofit organizations addressing food insecurity through kitchen, warehouse, and storage equipment for long-term improvements. | $100,000 |
| YMCA of the Palm Beaches | Lake Worth, FL | - | To build a state-of-the-art community center and Olympic-style skate park. | $100,000 |
| Caridad Center Inc | Boynton Beach, FL | - | For specialty vision equipment that will allow the Vision Clinic to monitor and detect changes in the eye that could indicate eye diseases such as glaucoma or diabetic retinopathy. | $97,140 |
| Boys & Girls Club of Palm Beach County | West Palm Beach, FL | - | To complete much-needed facility upgrades at the Smith & Moore Family Teen Center in Belle Glade, ensuring safety and security for members, staff and the community. | $95,634 |
| Children's Home Society of Florida | West Palm Beach, FL | - | For renovations and to improve security at Safe Harbor, a temporary residential facility for youth who are in the midst of a crisis where they can find find immediate safety, counseling and basic necessities. | $95,056 |
| Achievement Center for Children and Families | Delray Beach, FL | - | For a new activity bus to facilitate transportation and enhance the safety and well-being of children. | $90,000 |
| Project LIFT Inc | Palm City, FL | - | To equip the Automotive, Welding, & Carpentry departments with the tools necessary to provide a combination of mental health and vocational training to at-risk teens in Southern Martin County. | $88,201 |
| Hispanic Human Resources Council Inc | West Palm Beach, FL | - | To improve the safety and security of the buildings and playgrounds at the child development centers. | $88,193 |
| HomeSafe | Lake Worth, FL | - | To update windows and doors with durable, energy-efficient impact glass, ensuring enhanced security and sustainability. | $86,915 |
| The Salvation Army | West Palm Beach, FL | - | For a wheelchair accessible van for the Medical Respite Center to serve medically-fragile homeless. | $84,404 |
| YMCA of the Treasure Coast | Stuart, FL | - | For the aquatics center in Indiantown. | $82,022 |
| Community Partners of South Florida | Riviera Beach, FL | - | For building renovations to make St. Charles Place Manor safer for the disabled residents and their caregivers. | $79,300 |
| Dress For Success Palm Beaches | Palm Springs, FL | - | To expand the training room and complete renovation at the new facility to continue empowering women and preparing them for career changes. | $75,000 |
| The Banner Lake Club Inc | Hobe Sound, FL | - | For a modular classroom to expand infant care services. | $75,000 |
| Palm Beach Tennis Patrons Inc dba First Serve | West Palm Beach, FL | - | For a van to transport participants to/from the Belle Glade youth development programs. | $72,575 |
| The Lord's Place | West Palm Beach, FL | - | For renovations of the community room at Alexander Place, a supportive housing campus for families experiencing homelessness. | $67,001 |
| West Jupiter Community Group Inc | Jupiter, FL | - | For the Field House Storage building, which will facilitate the safekeeping of sports equipment, educational materials, and supplies necessary for the various programs conducted by the Edna W. Runner Tutorial Center. | $60,000 |
| Path to College | West Palm Beach, FL | - | For a van that will provide transportation for students and for outreach in local, deserving communities. | $57,759 |
| Common Ground Community Development | Lake Worth Beach, FL | - | For a new roof at the Center where a thriving community of creative entrepreneurs, artists, business owners, students and teachers of all ages in the underserved community of Lake Worth Beach come together to connect, learn, and be inspired. | $57,562 |
| Vinceremos Therapeutic Riding Center | Loxahatchee, FL | - | To install large fans in the covered arena and the barn to better cool the spaces for equine assisted activities for individuals with physical, cognitive and emotional disabilities. | $56,121 |
| Center for Trauma Counseling Inc | Greenacres, FL | - | For a second mobile mental health clinic to increase the agency's ability to serve more underserved & underprivileged Palm Beach County residents facing barriers to care including transportation, poverty and/or lack of insurance. | $56,000 |
| Boys & Girls Club of Martin County | Hobe Sound, FL | - | For the exergames interactive fitness system. | $55,000 |
| Vita Nova Inc | West Palm Beach, FL | - | For an upgraded security system for Vita Nova Village and the Spot Drop In Center for foster care and homeless youth. | $50,536 |
| Cox Science Center and Aquarium | West Palm Beach, FL | - | For the planetarium upgrade which will help advancing science education and astronomy, fostering a greater interest in STEM subjects for local students. | $50,000 |
| Hope Rural School | Indiantown, FL | - | To replace air conditioners. | $50,000 |
| Faith-Hope-Love-Charities Inc | Palm Springs, FL | - | To provide essential transport services for veterans and family members for medical appointments, career training, as well as educational and social field trips for the children of the veterans. | $49,515 |
| Florida Community Health Centers Inc | West Palm Beach, FL | - | For medical equipment to improve patient experience in the Pahokee and Belle Glade centers. | $45,360 |
| Genesis Community Health Inc | Boynton Beach, FL | - | For the multi-purpose van program which helps to eliminate barriers and promote preventive care by offering accessible healthcare to children. | $45,000 |
| Adopt-A-Family of the Palm Beaches Inc | Lake Worth, FL | - | Adopt-A-Family partnered with the Lost Tree Village Charitable Foundation to complete exterior painting of 24 affordable housing units and the agency headquarters, home to the Project Grow afterschool/summer program, the homeless prevention program, and administrative/finance/development staff. | $43,100 |
| Boynton Beach Faith Based Community Development Corporation | Boynton Beach, FL | - | For commercial kitchen equipment to expand the the Aging In Place elder care program. | $42,744 |
| Palm Beach School for Autism | Lake Worth, FL | - | For a van to provide transition and vocational readiness opportunities for students with autism. | $41,682 |
| The Volen Center | Boca Raton, FL | - | For renovations at the Adult Day Care Center in Delray Beach. | $41,401 |
| Catholic Charities Diocese of Palm Beach Inc | Riviera Beach, FL | - | For renovations to create confidential space for client interaction and more efficient use of space. This renovation will provide safety enhancements and modification of direct service area, improving the overall experience for clients and staff. | $41,292 |
| Lighthouse for the Blind of the Palm Beaches | West Palm Beach, FL | - | For a technology and a vehicle to transport visually impaired students safely and for staff to attend home-based services, vision screenings, and community outreach events. | $40,438 |
| Wayside House | Delray Beach, FL | - | For a van to transport clients while helping women with drug and alcohol dependence and providing them with tools to rebuild their lives, reconnect with loved ones and recover from active addiction. | $40,009 |
| Grandma's Place Inc | Royal Palm Beach, FL | - | To replace the roof in order to continue to provide a safe space for underserved and underprivileged children in Palm Beach County. | $40,000 |
| Community Partners of South Florida | Riviera Beach, FL | - | For the Riviera Beach Resident Advisory Group. | $39,942 |
| Xcel Strategies Inc | Palm Beach, FL | - | For the Electrical Mobile Training Units (MTU) will provide hands on access to tools, materials, and the experiential learning leading to electrician certification and increases the likelihood of achieving sustained employment. | $39,311 |
| Palm Beach County Food Bank | Lake Worth Beach, FL | - | For storage racks in the new warehouse to expand services for food insecure Palm Beach County children and seniors. | $38,543 |
| Pace Center for Girls Palm Beach | Palm Springs, FL | - | For renovations to provide upgrades and technology to the Girls Multipurpose Room (MPR) which is is utilized every day for a variety of activities including meals, meetings, celebrations, and special events. | $27,000 |
| Families First of Palm Beach County | West Palm Beach, FL | - | To upgrade technology equipment. | $25,041 |
| Habitat for Humanity of Martin County | Stuart, FL | - | For a single family home in Pettway Village, an affordable housing neighborhood in Hobe Sound. | $25,000 |
| Connections Education Center of the Palm Beaches Inc | West Palm Beach, FL | - | For Peddling for Progress which will provide the necessary equipment to start a therapeutic bike riding program for students with autism. | $24,867 |
| Quantum House | West Palm Beach, FL | - | To upgrade the security and surveillance network to to ensure physical safety of families, volunteers, & employees at the hospitality home which keeps families as close a possible to their child who is receiving medical treatments locally. | $23,988 |
| Family Impact PBC (dba Lake Worth West Resident Planning Group Inc) | Lake Worth, FL | - | For a computer lab for the education and advancement of disadvantaged children, youth and adults in after-school and womens empowerment programs. | $21,390 |
| Arc of the Glades Inc | Belle Glade, FL | - | To facilitate connection to to the public sewer system. | $19,135 |
| Center for Family Services | West Palm Beach, FL | - | For updated technology to ensure smooth operations, make use of improved performance and security features, and keep providing services effectively. | $19,132 |
| Florida Outreach Center for the Blind Inc | Palm Springs, FL | - | To improve safety at the training center. | $18,000 |
| Boys Town South Florida | West Palm Beach, FL | - | For facilities upgrades in the Behavioral Health Clinic to better serve families. | $14,500 |
| Redlands Christian Migrant Association | Immokalee, FL | - | For a shade structure to cover preschool play equipment serving children ages 3-5, located in Belle Glade. | $12,500 |
| Holy Ground PBC | Riviera Beach, FL | - | For improvements at Holy Grounds Stockard and Waltz campuses. Our goals were to make the Community Suite at the Stockard Campus (work and meeting area) more welcoming and functional, to repair the parking lot at the Waltz Campus, and to replace the rubber mulch in the play areas of both campuses. | $10,114 |
| Family Promise of South Palm Beach County | Delray Beach, FL | - | For computers, laptops, and a smartboard to meet the needs of homeless families. | $10,000 |
| Riviera Beach Community Outreach | Riviera Beach, FL | - | To establish and expand accessible storage solutions to better help individuals and families meet their basic needs to include food, clothes, household appliances, and other life sustaining tangible items. | $10,000 |
| The Lord's Place | West Palm Beach, FL | - | In honor of Diana Stanley's service, leadership and impact on our community. | $10,000 |
| Youth Recreation Association | Riviera Beach, FL | - | For hunger relief efforts in Riviera Beach. | $10,000 |
| Morningday Community Solutions | Pompano Beach, FL | - | This grant enabled us to purchase two electric pallet jacks, as well as two manual pallet jacks, to accommodate an increasing volume of free or deeply discounted products for local nonprofit agencies. The equipment has made a significant impact on our operation as we can move product with ease! | $8,700 |
| Healthy Mothers Healthy Babies Coalition of Palm Beach County | Greenacres, FL | - | For shelving, an electric pallet jack and a moveable ladder for the Basics4Babies emergency pantry for infants. | $8,492 |
| Pediatric Oncology Support Team Inc (POST) | West Palm Beach, FL | - | To replace the air conditioning unit in the play therapy room. | $8,100 |
| El Sol Jupiter's Neighborhood Resource Center | Jupiter, FL | - | For improved parking and workspace for growing bicycle-dependent clients. | $7,900 |
| NAMI Palm Beach County | West Palm Beach, FL | - | For exterior lighting to improve safety. | $7,500 |
| Farmworker Coordinating Council of Palm Beach County Inc | Lake Worth, FL | - | We requested funds to upgrade our security system cameras for our Lake Worth Office, to protect our clients, staff and property. | $6,150 |
| Kids Cancer Foundation Inc | Royal Palm Beach, FL | - | For playroom renovations and technology. | $6,000 |
| Big Brothers Big Sisters of Palm Beach & Martin Counties Inc | West Palm Beach, FL | - | The Big Community Outreach Initiative provided outreach equipment to enable Big Brothers Big Sisters to spread awareness of the need for mentors in Palm Beach and Martin Counties: increasing agency interactions and other opportunities to engage the community. | $5,000 |
| Junior League of the Palm Beaches | West Palm Beach, FL | - | For equipment to expand the Eye and Ear Alert project which provides free hearing and vision screenings to preschoolers and young children. | $4,750 |
| Edumetrics Resources Group | Washington, DC | - | For evaluation of the Riviera Beach Health Initiative. | $3,333 |
| Take Stock in Children Palm Beach County | West Palm Beach, FL | - | For renovations to better serve financially at-risk students by providing one-on-one mentoring, college readiness coaching, college advising, post-secondary retention services, and a guaranteed post-secondary tuition college scholarship. | $3,000 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Audit committee
- Yes
- Backup withholding compliance
- Yes
- Business relationship with 35% controlled entity
- No
- Business relationship with family members
- No
- Business relationship with organization members
- No
- Material changes to governing documents
- No
- Compensation from other sources disclosed
- No
- CEO compensation reviewed
- Yes
- Other officer compensation reviewed
- Yes
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- No
- Key decisions subject to board approval
- Yes
- Management duties delegated
- No
Governance Explanations
Form 990, Part VI, Section A, line 6
“A member of the Foundation is defined as follows: 1. 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; 2. An individual who has made contributions totaling more than $100,000 since the Foundation's inception; and 3. 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 11B
“A copy of the draft Form 990 is e-mailed to voting and certain other members for an independent review. Board members meet subsequently to make inquiries, discuss any questions rising from their review of 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, and annually submit documentation of any conflicts to the governing 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 18
“Requests may be made directly to the Foundation for review of its documents. Persons making the request may be sent a digital copy of the requested documents. Digital copies of the Form 990 are also available on Guidestar.org.”
Form 990, Part VI, Section C, line 19
“Requests may be made directly to the organization for review of its governing documents, conflict of interest policy, and financial statements. Persons making the request may be sent a digital copy of the requested documents. Digital copies of the Form 990 are also available on Guidestar.org.”
Filing and Contact Details
Filer
- Filer Name
- Lost Tree Village Charitable Foundation
- EIN
- 59-2104920
- Phone
- 5616223780
- Address
- 8 Church Lane, North Palm Beach, FL 33408-2961
Signing Officer
- Name
- Alan Rappaport
- Title
- Treasurer
- Phone
- 5616223780
- Signed
- 2025-01-17
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Alan Rappaport
- Formed
- 1981
- Legal Domicile
- Fl
- Voting Board Members
- 9
- Independent Board Members
- 9
- Employees
- 4
- Volunteers
- 180
Preparer
- Firm
- Holyfield & Thomas LLC
- Address
- 125 Butler Street, West Palm Beach, FL 33407
- Preparer
- Scott Y Haynes CPA
- Phone
- 5616896000
Supplemental Narrative
Financial Statement Notes
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. The Foundation considers various factors, including the perpetuation of the endowment, the long-term and short-term purposes of the Foundation, the intent of the funds, the terms of the instrument, general economic conditions, the effect of inflation and deflation, the Foundation's other resourses, before making a determination to expend endowment funds.”
Part X, Line 2:
“The Foundation is a not-for-profit organization and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for income taxes has been included in the Foundation's financial statements. The Foundation follows FASB ASC 740-10, Accounting for Uncertainty in Income Taxes. This pronouncement seeks to reduce the diversity in practice associated with certain aspects of measurement and recognition in accounting for income taxes. It prescribes a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position that an entity takes or expects to take in a tax return. An entity may only recognize or continue to recognize tax positions that meet a "more likely than not" threshold. The Foundation assesses its income tax positions based on management's evaluation of the facts, circumstances, and information available at the reporting date. The Foundation uses the prescribed more likely than not threshold when making its assessment. The Foundation has not accrued any interest expense or penalties related to tax positions. There are currently no open Federal or State tax years under audit.”
Raw XML AppendixShowing 400 of 1,248 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 23460 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 15310 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | The Foundation's mission is to work together to strengthen our (continued on Schedule O) surrounding communities by significantly improving the lives of our neighbors in need. |
| IRS990/AllOtherContributionsAmt | 0 | 6003050 |
| IRS990/AllOtherExpensesGrp/FundraisingAmt | 0 | 688 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 601 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 10385 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 11674 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Jillian C Vukusich |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5616223780 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 8 Church Lane |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | North Palm Beach |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 334082961 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 594685 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 40495 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 50200 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 25100 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 175700 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 251000 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 978 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 978 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 6003050 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 8471007 |
| IRS990/CYInvestmentIncomeAmt | 0 | 1458163 |
| IRS990/CYOtherExpensesAmt | 0 | 179224 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -1627782 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 438764 |
| IRS990/CYTotalExpensesAmt | 0 | 9088995 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 104401 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 7461213 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 1 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 1 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | The Foundation awarded 73 grants to various human service agencies that work to address issues of health, hunger, housing and education to be used primarily for capital needs. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 12363290 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 9586881 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 1 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 4 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 3819197 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/FundraisingAmt | 0 | 4180 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 2090 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 14630 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 20900 |
| IRS990/FeesForServicesOtherGrp/FundraisingAmt | 0 | 540 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 270 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 1890 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 2700 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt | 0 | 725 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 2940 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt | 0 | 36605 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 40270 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 7.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 7.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 7.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 7.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 7.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 7.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 7.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 7.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 32.00 |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 19800 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 13462 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Scott A Rogers |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Alan H Rappaport |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | CE Thomas Cleveland |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Thomas P Kane |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | C Dean Maglaris |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Leslie E Bradford |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Irene Shaw |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Sue A Conaty |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Carlene Ziegler |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Jillian C Vukusich |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | Kerry Jamieson |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 210000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 104372 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Vice President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Vice President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Vice President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Vice President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Vice President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Vice President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Executive Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | Community Engagement Manager |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1981 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 737517 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 9 |
| IRS990/GrantAmt | 0 | 3371980 |
| IRS990/GrantsPayableGrp/BOYAmt | 0 | 601605 |
| IRS990/GrantsPayableGrp/EOYAmt | 0 | 647424 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 8471007 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 8471007 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 5939435 |
| IRS990/GrossReceiptsAmt | 0 | 12663131 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 9 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InformationTechnologyGrp/FundraisingAmt | 0 | 2549 |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 1274 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 14661 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 18484 |
| IRS990/InsuranceGrp/FundraisingAmt | 0 | 666 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 303 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 2331 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 3300 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 720646 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 720646 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 655817 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 730046 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 16298087 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 15859456 |
| IRS990/IRPDocumentCnt | 0 | 6 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | FL |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 5201918 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 1 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | Working together to strengthen our surrounding communities by significantly improving the lives of our neighbors in need. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 19041663 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 17329823 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 737517 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 737517 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -84058 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 6678373 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 7742942 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NoncashContributionsAmt | 0 | 551208 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 4085 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 2160 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 14339 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 20584 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 1701 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 1350 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 10657 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 13708 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 120389 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 82699 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 1440 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 720 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 5040 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 7200 |
| IRS990/OtherExpensesGrp/Desc | 0 | Special event |
| IRS990/OtherExpensesGrp/Desc | 1 | Credit card & bank fees |
| IRS990/OtherExpensesGrp/Desc | 2 | Annual report |
| IRS990/OtherExpensesGrp/Desc | 3 | HR support |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 1514 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 10749 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 757 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 18752 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 104 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 8724 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 6026 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 18752 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 10853 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 8724 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 8297 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 29227 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 14614 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 102296 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 146137 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/OwnWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 5519 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 2759 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 19315 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 27593 |
| IRS990/PensionPlanContributionsGrp/FundraisingAmt | 0 | 1367 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 683 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 4784 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 6834 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 1987900 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 1263778 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 9850 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 16083 |
| IRS990/PrincipalOfficerNm | 0 | Alan Rappaport |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | The Foundation continued with its 11th year of support for the Riviera Beach Literacy Project which is focused on improving literacy attainment for K-3rd graders in the four public elementary schools in Riviera Beach. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 576403 |
| IRS990/ProgSrvcAccomActy2Grp/GrantAmt | 0 | 576403 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | The Foundation continues its work on the Riviera Beach Health Initiative, bringing together partners throughout the community to improve access to quality healthcare and overall social determinants of health. |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 4522624 |
| IRS990/ProgSrvcAccomActy3Grp/GrantAmt | 0 | 4522624 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 9165472 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 5435568 |
| IRS990/PYInvestmentIncomeAmt | 0 | 521579 |
| IRS990/PYOtherExpensesAmt | 0 | 165540 |
| IRS990/PYOtherRevenueAmt | 0 | 640 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 3677264 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 409319 |
| IRS990/PYTotalExpensesAmt | 0 | 6010427 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 9687691 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -1627782 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | Payments received from beneficial interest in lead trust - 2019 Amount: $ 42,294. 2020 Amount: $ 55,142. 2021 Amount: $ 64,768. 2022 Amount: $ 57,710. 2023 Amount: $ 50,155. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | Schedule A, Part II, Line 10, Explanation of Other Income: |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 6003050 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 9165472 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 8158296 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 3850536 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 4294199 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 31471553 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 720646 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 447276 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 295872 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 240527 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 305080 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 2009401 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt | 0 | 50155 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 57710 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 64768 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 55142 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 42294 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 270069 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.90730 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.90600 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 30621573 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 849980 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 6003050 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 9165472 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 8158296 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 3850536 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 4294199 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 31471553 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 33751023 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 1836538 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 2055362 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 218824 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 1755899 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 1836538 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 80639 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 1709607 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 1755899 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 46292 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 1633715 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 1709607 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 75892 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 1643174 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 1633715 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -9459 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 40270 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 9048725 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 40270 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 40270 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -84058 |
| IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct | 0 | 1.00000 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -84058 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 40270 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 7420943 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | 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. The Foundation considers various factors, including the perpetuation of the endowment, the long-term and short-term purposes of the Foundation, the intent of the funds, the terms of the instrument, general economic conditions, the effect of inflation and deflation, the Foundation's other resourses, before making a determination to expend endowment funds. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | The Foundation is a not-for-profit organization and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for income taxes has been included in the Foundation's financial statements. The Foundation follows FASB ASC 740-10, Accounting for Uncertainty in Income Taxes. This pronouncement seeks to reduce the diversity in practice associated with certain aspects of measurement and recognition in accounting for income taxes. It prescribes a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position that an entity takes or expects to take in a tax return. An entity may only recognize or continue to recognize tax positions that meet a "more likely than not" threshold. The Foundation assesses its income tax positions based on management's evaluation of the facts, circumstances, and information available at the reporting date. The Foundation uses the prescribed more likely than not threshold when making its assessment. The Foundation has not accrued any interest expense or penalties related to tax positions. There are currently no open Federal or State tax years under audit. |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $17,992,557
- Liabilities
- $662,734
- Net assets
- $17,329,823
- Revenue
- $7,461,213
- Expenses
- $9,088,995
- Net income
- -$1,627,782