Civic Intelligence

Lost Tree Village Charitable Foundation Inc.

990 • Fiscal year 2019 • EIN 59-2104920

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 20, 2020

Organization ProfileWWW.LOSTTREEFOUNDATION.ORG

View Organization Page

8 Church LaneNorth Palm Beach, FL 33408-2961

(561) 622-3780

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.05x

Higher debt load relative to assets than 27% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

40th percentile

0.15x

Higher debt load relative to revenue than 40% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

23rd percentile

-4.5%

Higher net margin than 23% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

40th percentile

$148,792

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

34th percentile

-0.0%

Faster asset growth than 34% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

-10%

Faster revenue growth than 20% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$10,218,515

Down $4,779 (-0.0%) from 2018

Net Assets

Down

$9,715,175

Down $42,651 (-0.4%) from 2018

Liabilities

Up

$503,340

Up $37,872 (+8.1%) from 2018

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin23rd percentile

Revenue

Down

$3,365,104

Down $391,111 (-10%) from 2018

Expenses

Down

$3,518,119

Down $25,196 (-0.7%) from 2018

Net Income

Down

-$153,015

Down $365,915 (-172%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $5,588,702Liabilities 2011: $606,534Net Assets 2011: $4,982,1682011Assets 2012: $5,706,322Liabilities 2012: $441,204Net Assets 2012: $5,265,1182012Assets 2013: $7,404,985Liabilities 2013: $563,887Net Assets 2013: $6,841,0982013Assets 2014: $8,197,385Liabilities 2014: $255,724Net Assets 2014: $7,941,6612014Assets 2015: $8,215,567Liabilities 2015: $778,662Net Assets 2015: $7,436,9052015Assets 2016: $7,983,376Liabilities 2016: $378,000Net Assets 2016: $7,605,3762016Assets 2017: $9,988,704Liabilities 2017: $536,678Net Assets 2017: $9,452,0262017Assets 2018: $10,223,294Liabilities 2018: $465,468Net Assets 2018: $9,757,8262018Assets 2019: $10,218,515Liabilities 2019: $503,340Net Assets 2019: $9,715,1752019Assets 2020: $10,839,554Liabilities 2020: $244,201Net Assets 2020: $10,595,3532020Assets 2021: $12,875,425Liabilities 2021: $266,937Net Assets 2021: $12,608,4882021Assets 2022: $15,307,799Liabilities 2022: $354,822Net Assets 2022: $14,952,9772022Assets 2023: $19,666,728Liabilities 2023: $625,065Net Assets 2023: $19,041,6632023Assets 2024: $17,992,557Liabilities 2024: $662,734Net Assets 2024: $17,329,8232024Assets 2025: $15,151,422Liabilities 2025: $1,197,001Net Assets 2025: $13,954,4212025

Highlighted filing

2019

Assets$10,218,515
Liabilities$503,340
Net Assets$9,715,175
Open 2019 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,680,654Expenses 2011: $1,687,038Net Income 2011: -$6,3842011Expenses 2012: $1,804,2302012Expenses 2013: $2,134,8142013Revenue 2014: $2,655,939Expenses 2014: $2,186,518Net Income 2014: $469,4212014Revenue 2015: $3,292,068Expenses 2015: $3,555,247Net Income 2015: -$263,1792015Revenue 2016: $4,286,302Expenses 2016: $3,439,313Net Income 2016: $846,9892016Revenue 2017: $4,800,140Expenses 2017: $2,946,164Net Income 2017: $1,853,9762017Revenue 2018: $3,756,215Expenses 2018: $3,543,315Net Income 2018: $212,9002018Revenue 2019: $3,365,104Expenses 2019: $3,518,119Net Income 2019: -$153,0152019Revenue 2020: $4,556,690Expenses 2020: $3,580,963Net Income 2020: $975,7272020Revenue 2021: $4,446,696Expenses 2021: $4,101,529Net Income 2021: $345,1672021Revenue 2022: $8,615,852Expenses 2022: $4,553,753Net Income 2022: $4,062,0992022Revenue 2023: $9,687,691Expenses 2023: $6,010,427Net Income 2023: $3,677,2642023Revenue 2024: $7,461,213Expenses 2024: $9,088,995Net Income 2024: -$1,627,7822024Revenue 2025: $6,618,359Expenses 2025: $10,691,418Net Income 2025: -$4,073,0592025

Highlighted filing

2019

Revenue$3,365,104
Expenses$3,518,119
Net Income-$153,015
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 20, 2020
Return Version
2018v3.1
Gross Receipts
$3,504,631
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 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,825,386$9,624,168▲ $798,782
Cash and Non-Interest-Bearing Accounts$1,042,905$360,854▼ $682,051
Savings and Temporary Cash Investments$77,272$0▼ $77,272
Pledges and Grants Receivable$47,492$28,655▼ $18,837
Prepaid Expenses and Deferred Charges$6,506$12,124▲ $5,618
Total Assets$10,223,294$10,218,515▼ $4,779
Other Assets Total$223,733$192,714▼ $31,019
Liabilities
Grants Payable$449,500$499,885▲ $50,385
Accounts Payable and Accrued Expenses$15,968$3,455▼ $12,513
Total Liabilities$465,468$503,340▲ $37,872
Net Assets / Fund Balance
Unrestricted Net Assets$5,544,874$5,754,954▲ $210,080
Temporarily Rstr Net Assets$2,588,299$2,317,047▼ $271,252
Permanently Rstr Net Assets$1,624,653$1,643,174▲ $18,521
Total Net Assets Fund Balance$9,757,826$9,715,175▼ $42,651
Total Liabilities and Net Assets / Fund Balance$10,223,294$10,218,515▼ $4,779

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,624,653-▲ $18,521-$1,643,174
2017$1,600,259-▲ $24,394-$1,624,653
2016$1,471,794-▲ $128,465-$1,600,259
2015$1,485,157-▼ $13,363-$1,471,794
2014$1,477,154-▲ $8,003-$1,485,157
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jillian C VukusichExecutive DirectorFT$134,904$13,888$148,792

Board Members and Trustees

NameTitle
Stephen C KirmsePast President (ex-officio)
Atwood Collins IiiPresident
Carroll S RotchfordVice President
Ce Thomas ClevelandVice President
Elizabeth ChaceVice President
Irene ShawVice President
Scott a RogersVice President
Tina E MikkelsenVice President
William J ConatyVice President
John K TwymanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,926,175
Program Service Revenue
$0
Investment Income
$438,929
Other Revenue
$0
All Other Contributions
$2,926,175
Change in Net Assets
$-153,015

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded24$295,464Stock Exchange
Total Noncash Contributions24$295,464-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,365,104
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$102,960
Total Revenue per Audited Statements
$3,468,064
Total Revenue per Form 990
$3,365,104
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,235,191
Salaries, Compensation, and Employee Benefits$254,052
Total Fundraising Expense$73,086
Other Expenses$28,876
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,235,191--$3,235,191
Current Officers, Directors, Trustees, and Key Employees$106,997$15,286$30,571$152,854
Other Salaries and Wages$42,240$6,034$12,068$60,342
Fees for Services Other$4,298$13,114$1,228$18,640
Fees for Services Accounting$11,563$1,652$3,304$16,519
Payroll Taxes$10,898$1,557$3,114$15,569
Pension Plan Contributions$9,301$1,329$2,657$13,287
Other Employee Benefits$8,400$1,200$2,400$12,000
Occupancy$7,147$1,021$2,042$10,210
Fees for Service Investment Mgmnt Fees$5,183$738$1,483$7,404
Information Technology$4,404$629$1,258$6,291
Insurance$3,291$470$940$4,701
Conferences and Meetings$3,147$449$899$4,495
Other Expenses$2,780$397$794$3,971
Travel$550$79$157$786
All Other Expenses$-82,211$1,828$3,653$-76,730
Total Functional Expenses$3,395,991$49,042$73,086$3,518,119

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,518,119
Expenses per Audited Statements$3,510,715
Total Expenses per Audited Statements$3,510,715
Expenses Not Reported on Financial Statements$7,404
Other Expense Adjustments$7,404
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Riviera Beach Literacy Project (fiscal Agent Education Foundation of Pbc)Riviera Beach, FL-For the Riviera Beach Literacy Project.$487,282
THE LORD'S PLACEWest Palm Beach, FL-FOR RENOVATIONS AT THE MEN'S CAMPUS RECOVERY CENTER.$165,000
Caridad Center IncBoynton Beach, FL-For Medical and Security Equipment to Deliver Free Medical and Dental Care to Residents of Palm Beach County.$106,414
Arc of Palm Beach County IncRiviera Beach, FL-For Security Improvements and Renovation.$100,000
Faithhopelovecharity IncPalm Springs, FL-For Village of Valor, a Permanent Supportive Housing Development for Homeless and at Risk Veterans and Their Families.$100,000
HomesafeLake Worth, FL-For an Upgraded Communications System.$100,000
Palm Beach County Food BankLantana, FL-A Matching Grant for Equipment at the New Facility.$100,000
The Glades InitiativeBelle Glade, FL-For Renovations at the New Facility, Providing a Permanent Location to Eliminate Barriers for Residents in Need of Services.$100,000
Vita Nova IncWest Palm Beach, FL-For an Elevator at the Youth Drop in Center and Air Conditioning Units at Vita Nova Village.$84,410
Seagull ServicesWest Palm Beach, FL-For Repairs and Renovations to Improve the Service Environment for Individuals With Developmental Disabilities.$79,200
Boys & Girls Club of Palm Beach CountyRiviera Beach, FL-For Essential Facility Upgrades to Maximize Safety for Members, Families, Staff and Guests.$75,000
Drug Abuse Foundation Palm Beach CountyDelray Beach, FL-To Expand the Center for Women and Children, a Home for Substance Involved Pregnant and Postpartum Women and Their Infants.$75,000
For the Children IncLake Worth, FL-For a New Bus.$75,000
Palm Beach HabilitationPalm Springs, FL-For the Memory Care Group Home, a Supportive Housing Development for Adults With Developmental Disabilities and Co-existing Dementia.$75,000
West Jupiter Community Group IncJupiter, FL-To Expand Classroom Space for At-rick Students and Their Families.$75,000
Catholic Charities of the Diocese of Palm Beach IncPalm Beach Gardens, FL-To Provide Vehicles for the Anti-human Trafficking and Disaster Recovery Programs as Well as Upgraded Technology for Front-line Staff to Establish Best Practices and Improve Efficiencies.$64,419
Morningday Community SolutionsPompano Beach, FL-For the New Facility in West Palm Beach.$61,200
The Triangle Club IncWest Palm Beach, FL-For an Updated Centralized Cooling System.$59,000
Urban League of Palm Beach CountyWest Palm Beach, FL-For Security Upgrades and Updated Equipment to Improve Efficiences.$56,626
Aid to Victims of Domestic Abuse IncDelray Beach, FL-For Renovations and Equipment to Improve the Safety, Security and Operations of Casa Vegso Shelter and Transitional Housing Programs.$55,000
Ymca of the Palm BeachesWest Palm Beach, FL-For a New Passenger Bus to Better Serve Children in the Youth Programs, Including the Preschool, After-school Care and Summer Day Camp.$55,000
Christians Reaching Out to Society IncLake Worth, FL-For a Vehicle and Equipment to Expand the Gleaning Program.$51,386
Alpha Omega Alliance IncRiviera Beach, FL-For a Multi-use Ultrasound for the Riviera Beach Urgent Care.$50,000
Florida Community Health Centers IncWest Palm Beach, FL-For Medical Equipment at the Expanded Indiantown Center, Which Will Increase the Number of Pediatric, Prenatal and Adult Exam Rooms.$50,000
Habitat for Humanity of Palm Beach CountyRiviera Beach, FL-To Build Affordable Housing in the Coleman Park Neighborhood in West Palm Beach.$50,000
Lake Worth Towers IncLake Worth, FL-For Much Needed Repairs and Renovations at Lake Worth Towers, an Affordable Rental Housing Community for Low-income Seniors.$50,000
Quantum HouseWest Palm Beach, FL-For 10 Bathroom Renovations at Quantum House.$50,000
The Guatemalan-maya CenterLake Worth, FL-For a New Bus Which Will Provide Transportation for Children, Families, and the Disenfranchised to Connect With Resources in the Community, Community Events, School Activities and Much More.$50,000
Boys & Girls Club of Martin CountyHobe Sound, FL-To Install Upgraded Safety Infrastructure to Create a Safer Environment.$49,900
Hacer Ministry CorpWest Palm Beach, FL-For Repairs and Renovations for Affordable Rental Apartments in Lake Worth for Low-income Families.$42,400
Jack the Bike Man IncWest Palm Beach, FL-To Expand Warehouse Capacity and Efficiency and to Provide Mechanics With Master Tools.$35,251
Clinics Can HelpWest Palm Beach, FL-For a Box Truck, Which Will Increase Capacity to Collect and Donate Medical Equipment and Supplies.$35,000
Child Protection Team Palm BeachWest Palm Beach, FL-For Facility Updates to Provide a More Comfortable Environment for Clients, Caregivers, Providers and Staff.$30,330
Mental Health America of Palm Beach County IncWest Palm Beach, FL-For Ada Compliant Renovations at Peer Place.$29,935
Florida Outreach Center for the Blind IncPalm Springs, FL-For Repairs and Renovations at the New Facility.$29,880
Connections Education Center of the Palm Beaches IncWest Palm Beach, FL-For a Multi-passenger Van to Transport Students With Special Needs to Enhanced Recreational, Educational and Pre-vocational Activities.$27,130
Center for Child Counseling IncPalm Beach Gardens, FL-For Technology, Equipment, Educational Materials and Therapy Supplies to Support Further Expansion of the School-based Mental Health Services Throughout Palm Beach County.$26,506
211 Palm Beachtreasure CoastLantana, FL-For Upgrades and Renovations to Strengthen the Crisis Line Services.$26,297
Arc of the Glades IncBelle Glade, FL-For Renovations, Repairs and Modifications to Improve Accessibility, Safety and Security for Clients With Developmental Disabilities.$25,000
Back to Basics IncWellington, FL-To Provide Required School Uniforms to Nearly 3,000 Elementary, Public School Children That Live at or Below the Poverty Level.$25,000
Dress for Success Palm BeachesLantana, FL-To Furnish and Equip the New Facility, Which Will Provide Suiting, Job Readiness and Coaching for Women Seeking Gainful Employment.$25,000
EL SOL JUPITER'S NEIGHBORHOOD RESOURCE CENTERJupiter, FL-For Classroom Renovations in Order to Transform Each Room Into a More Functional and Multi-purpose Space.$25,000
Project Lift IncPalm City, FL-For State-of-the-art Equipment for the New Facility in Belle Glade.$25,000
St Ann PlaceWest Palm Beach, FL-For Renovations at St. Ann Place$25,000
Ywca of Palm Beach CountyWest Palm Beach, FL-For Technology and Facility Improvements at the West Palm Beach Child Development Center.$22,694
GRANDMA'S PLACE INCRoyal Palm Beach, FL-To Replace the Existing Fence.$22,350
Milagro CenterDelray Beach, FL-For Technology and Equipment for the Stars Center.$20,000
Sweet Dreams MakersBoca Raton, FL-To Provide Beds for Children and Families in Need, Who Have Been Sleeping on the Floor or in Otherwise Unsafe, Unsanitary Conditions.$20,000
Farmworker Coordinating Council of Palm Beach County IncLake Worth, FL-For Upgrades in the Belle Glade Office to Help Increase Efficiency, Safety and Improve the Overall Environment.$18,800
Sunset House IncPalm Beach Gardens, FL-For Renovations at the Sober House to Create a New Community Space to Assist in the Development of the Alumni Program. the Support Secured Through the Lost Tree Foundation Funded the New Roof on the Community Room.$18,000
Diabetes Coalition of Palm Beach CountyWest Palm Beach, FL-For A1c Tests to Measure Blood Sugar Levels, as Well as to Implement Cardiocheck Meters for Lipid Results, to Create a More In-depth Risk Profile for Clients.$17,820
Joint Mission IncLake Park, FL-For Truck Repairs and Facility Improvements to Better Serve Recently Homeless Local Veterans.$16,797
ALZHEIMER'S COMMUNITY CAREWest Palm Beach, FL-For Techi (technology for Elder Cognition and Health Improvement)$16,000
Friends of Foster Children of Palm Beach County IncWest Palm Beach, FL-For Resource Connections, Which Provides Emergency Bags and Uniform Vouchers for Children Entering the Foster Care System.$15,000
Youth Recreation AssociationRiviera Beach, FL-For the Youth Sports Program in Riviera Beach, Which Aims to Provide Safe Activities That Will Help Build Self-awareness and Encourage Success.$15,000
Jeff Industries IncHypoluxo, FL-FOR ADVANCED AND UPGRADED MACHINES AND SOFTWARE TO ENHANCE THE "LIVE LEARN WORK" TRAINING PROGRAM.$14,745
Farmworker Childrens Center IncOcean Ridge, FL-For Campo Alegre, a Summer Academic Enrichment Program for the Children of Farmworkers and Workforce Families.$11,000
Palm Beach Harvest IncWest Palm Beach, FL-For Equipment to Improve the Efficiency and Safety of Transporting Perishable Food to Partner Agencies.$9,900
Lake Worth West Resident Planning Group IncLake Worth, FL-TO BRIDGE THE TECHNOLOGY GAP TO IMPROVE STUDENTS' COMPUTER ACCESS FOR EDUCATION WHILE IN THE MIDDLE SCHOOL AND COLLEGE PREPARATION PROGRAMS.$5,089
Vital Flight IncJupiter, FL-A Matching Grant to Provide Air Transportation for Individuals and Their Families With Compassionate, Medical or Humanitarian Needs.$5,000
THE CHILDREN'S HEALING INSTITUTEWest Palm Beach, FL-For Portable Technology to Support Communication, Education Delivery, Data Collection, and Documentation for the Teacup Preemie Program.$4,430
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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 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: (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 11B

“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 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 19

“Requests may 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 sent a 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
EIN
59-2104920
Phone
5616223780
Address
8 CHURCH LANE, NORTH PALM BEACH, FL 33408-2961

Signing Officer

Name
John K Twyman
Title
Treasurer
Phone
5616223780
Signed
2020-02-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John K Twyman
Formed
1981
Legal Domicile
Fl
Voting Board Members
10
Independent Board Members
10
Employees
3
Volunteers
151

Preparer

Firm
Caler Donten Levine Et Al Pa
Address
505 SOUTH FLAGLER DR 900, WEST PALM BEACH, FL 33401-5948
Preparer
Thomas a Pence Jr
Phone
5618329292
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of beneficial interest in trust 11,835.”

Financial Statement Notes

PART X, LINE 2:

“The foundation evaluates its uncertain tax positions in accordance with fasb asc 740, income taxes, which states that management's determination of the taxable status of an entity, including its status as a tax-exempt entity, is a tax position subject to the standards required for accounting for uncertainty in income taxes. Management does not believe that the foundation has any significant uncertain tax positions that would be material to the financial statements. The foundation remains subject to examinations by major tax jurisdictions for tax years ending after 2015.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of beneficial interest in trust 11,835. Investment fees -7,404.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“INVESTMENT FEES 7,404.”

PART V, LINE 4 - ENDOWMENT FUNDS:

“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.”

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IRS990/CYTotalRevenueAmt03365104
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE ORGANIZATION AWARDED 61 GRANTS TO VARIOUS HUMAN SERVICE ENTITIES TO BE USED PRIMARILY FOR CAPITAL NEEDS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt03395991
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt03304
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01652
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt011563
IRS990/FeesForServicesAccountingGrp/TotalAmt016519
IRS990/FeesForServicesOtherGrp/FundraisingAmt01228
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt013114
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt04298
IRS990/FeesForServicesOtherGrp/TotalAmt018640
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt01483
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0738
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt05183
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt07404
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt17.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt27.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt37.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt47.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt57.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt67.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt77.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt87.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt910.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1013888
IRS990/Form990PartVIISectionAGrp/PersonNm0ATWOOD COLLINS III
IRS990/Form990PartVIISectionAGrp/PersonNm1STEPHEN C KIRMSE
IRS990/Form990PartVIISectionAGrp/PersonNm2ELIZABETH CHACE
IRS990/Form990PartVIISectionAGrp/PersonNm3CE THOMAS CLEVELAND
IRS990/Form990PartVIISectionAGrp/PersonNm4WILLIAM J CONATY
IRS990/Form990PartVIISectionAGrp/PersonNm5TINA E MIKKELSEN
IRS990/Form990PartVIISectionAGrp/PersonNm6SCOTT A ROGERS
IRS990/Form990PartVIISectionAGrp/PersonNm7CARROLL S ROTCHFORD
IRS990/Form990PartVIISectionAGrp/PersonNm8IRENE SHAW
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN K TWYMAN
IRS990/Form990PartVIISectionAGrp/PersonNm10JILLIAN C VUKUSICH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10134904
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST PRESIDENT (EX-OFFICIO)
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt081732
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt03235191
IRS990/GrantsPayableGrp/BOYAmt0449500
IRS990/GrantsPayableGrp/EOYAmt0499885
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03235191
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03235191
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0221259
IRS990/GrossReceiptsAmt03504631
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01258
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0629
IRS990/InformationTechnologyGrp/ProgramServicesAmt04404
IRS990/InformationTechnologyGrp/TotalAmt06291
IRS990/InsuranceGrp/FundraisingAmt0940
IRS990/InsuranceGrp/ManagementAndGeneralAmt0470
IRS990/InsuranceGrp/ProgramServicesAmt03291
IRS990/InsuranceGrp/TotalAmt04701
IRS990/InvestmentIncomeGrp/ExclusionAmt0357197
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0357197
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08825386
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09624168
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0139527
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE LOST TREE VILLAGE CHARITABLE FOUNDATION IS DEDICATED TO BUILDING A STRONGER COMMUNITY AND IMPROVING THE QUALITY OF LIFE FOR ALL LOCAL RESIDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09757826
IRS990/NetAssetsOrFundBalancesEOYAmt09715175
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt081732
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt081732
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt098529
IRS990/NoncashContributionsAmt0295464
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02042
IRS990/OccupancyGrp/ManagementAndGeneralAmt01021
IRS990/OccupancyGrp/ProgramServicesAmt07147
IRS990/OccupancyGrp/TotalAmt010210
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0223733
IRS990/OtherAssetsTotalGrp/EOYAmt0192714
IRS990/OtherChangesInNetAssetsAmt011835
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02400
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01200
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt08400
IRS990/OtherEmployeeBenefitsGrp/TotalAmt012000
IRS990/OtherExpensesGrp/Desc0ANNUAL REPORT
IRS990/OtherExpensesGrp/Desc1ANNUAL BENEFACTOR EVENT
IRS990/OtherExpensesGrp/Desc2CREDIT CARDS / BANK FEE
IRS990/OtherExpensesGrp/Desc3TELEPHONE / INTERNET
IRS990/OtherExpensesGrp/FundraisingAmt03342
IRS990/OtherExpensesGrp/FundraisingAmt12377
IRS990/OtherExpensesGrp/FundraisingAmt2799
IRS990/OtherExpensesGrp/FundraisingAmt3794
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01671
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11189
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2399
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3397
IRS990/OtherExpensesGrp/ProgramServicesAmt011697
IRS990/OtherExpensesGrp/ProgramServicesAmt18320
IRS990/OtherExpensesGrp/ProgramServicesAmt22795
IRS990/OtherExpensesGrp/ProgramServicesAmt32780
IRS990/OtherExpensesGrp/TotalAmt016710
IRS990/OtherExpensesGrp/TotalAmt111886
IRS990/OtherExpensesGrp/TotalAmt23993
IRS990/OtherExpensesGrp/TotalAmt33971
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt012068
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt06034
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt042240
IRS990/OtherSalariesAndWagesGrp/TotalAmt060342
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03114
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01557
IRS990/PayrollTaxesGrp/ProgramServicesAmt010898
IRS990/PayrollTaxesGrp/TotalAmt015569
IRS990/PensionPlanContributionsGrp/FundraisingAmt02657
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01329
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt09301
IRS990/PensionPlanContributionsGrp/TotalAmt013287
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01624653
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01643174
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt047492
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt028655
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06506
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012124
IRS990/PrincipalOfficerNm0JOHN K TWYMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03333299
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03375994
IRS990/PYInvestmentIncomeAmt0422916
IRS990/PYOtherExpensesAmt0-93454
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0212900
IRS990/PYSalariesCompEmpBnftPaidAmt0260775
IRS990/PYTotalExpensesAmt03543315
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03756215
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-153015
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt077272
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PAYMENTS RECEIVED FROM BENEFICIAL INTEREST IN LEAD TRUST
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02926175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03333299
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04073313
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03075333
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02896201
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt016304321
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0357197
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0284753
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0178266
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0128438
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0146410
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01095064
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt038859
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt038761
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt037656
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt061000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt022391
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0198667
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78040
IRS990ScheduleA/PublicSupportPY170Pct00.74640
IRS990ScheduleA/PublicSupportTotal170Amt013732936
IRS990ScheduleA/SubstantialContributorsTotAmt02571385
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02926175
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03333299
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04073313
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03075333
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02896201
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt016304321
IRS990ScheduleA/TotalSupportAmt017598052
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01624653
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01643174
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt018521
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01600259
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01624653
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt024394
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01471794
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01600259
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0128465
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01485157
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01471794
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-13363
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01477154
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01485157
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08003
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt07404
IRS990ScheduleD/ExpensesSubtotalAmt03510715
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt098529
IRS990ScheduleD/OtherExpensesNotIncludedAmt07404
IRS990ScheduleD/OtherRevenueAmt04431
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0102960
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03365104
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION EVALUATES ITS UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, WHICH STATES THAT MANAGEMENT'S DETERMINATION OF THE TAXABLE STATUS OF AN ENTITY, INCLUDING ITS STATUS AS A TAX-EXEMPT ENTITY, IS A TAX POSITION SUBJECT TO THE STANDARDS REQUIRED FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT DOES NOT BELIEVE THAT THE FOUNDATION HAS ANY SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD BE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION REMAINS SUBJECT TO EXAMINATIONS BY MAJOR TAX JURISDICTIONS FOR TAX YEARS ENDING AFTER 2015.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 11,835. INVESTMENT FEES -7,404.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT FEES 7,404.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3PERMANENTLY 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,218,515
Liabilities
$503,340
Net assets
$9,715,175
Revenue
$3,365,104
Expenses
$3,518,119
Net income
-$153,015
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.2$1.20$14.0$6.62$10.7$4.07
2024Detailed filing. Detailed filing data is available for this year.$18.0$0.66$17.3$7.46$9.09$1.63
2023Detailed filing. Detailed filing data is available for this year.$19.7$0.63$19.0$9.69$6.01$3.68
2022Detailed filing. Detailed filing data is available for this year.$15.3$0.35$15.0$8.62$4.55$4.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$0.27$12.6$4.45$4.10$0.35
2020Detailed filing. Detailed filing data is available for this year.$10.8$0.24$10.6$4.56$3.58$0.98
2019Detailed filing. Detailed filing data is available for this year.$10.2$0.50$9.72$3.37$3.52$0.15
2018Detailed filing. Detailed filing data is available for this year.$10.2$0.47$9.76$3.76$3.54$0.21
2017Detailed filing. Detailed filing data is available for this year.$9.99$0.54$9.45$4.80$2.95$1.85
2016Detailed filing. Detailed filing data is available for this year.$7.98$0.38$7.61$4.29$3.44$0.85
2015Detailed filing. Detailed filing data is available for this year.$8.22$0.78$7.44$3.29$3.56$0.26
2014Detailed filing. Detailed filing data is available for this year.$8.20$0.26$7.94$2.66$2.19$0.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.40$0.56$6.84$2.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.71$0.44$5.27$1.80
2011Summary only. Only limited summary data is available for this year.$5.59$0.61$4.98$1.68$1.69$0.01