Liabilities / Assets
19th percentile
Higher debt load relative to assets than 19% of similar nonprofits.
Lost Tree Village Charitable Foundation Inc.
990 • Fiscal year 2020 • EIN 59-2104920
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.02x
Liabilities / Revenue
16th percentile
Higher debt load relative to revenue than 16% of similar nonprofits.
Net Margin
78th percentile
Higher net margin than 78% of similar nonprofits.
Top Officer Pay
42nd percentile
Higher top officer pay than 42% of similar nonprofits.
Top officer pay equals 3.4% of source-year revenue.
Asset Growth
48th percentile
Faster asset growth than 48% of similar nonprofits.
Revenue Growth
85th percentile
Faster revenue growth than 85% of similar nonprofits.
Balance Sheet
Assets
Up$10,839,554
Up $621,039 (+6.1%) from 2019
Net Assets
Up$10,595,353
Up $880,178 (+9.1%) from 2019
Liabilities
Down$244,201
Down $259,139 (-51%) from 2019
Revenue And Expenses
Revenue
Up$4,556,690
Up $1,191,586 (+35%) from 2019
Expenses
Up$3,580,963
Up $62,844 (+1.8%) from 2019
Net Income
Up$975,727
Up $1,128,742 (+738%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2019 to Jun 30, 2020
- Signed
- Feb 25, 2021
- Return Version
- 2019v5.2
- Gross Receipts
- $5,399,933
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
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $9,624,168 | $9,603,077 | ▼ $21,091 |
| Cash and Non-Interest-Bearing Accounts | $360,854 | $917,020 | ▲ $556,166 |
| Investments Other Securities | $0 | $102,867 | ▲ $102,867 |
| Pledges and Grants Receivable | $28,655 | $24,743 | ▼ $3,912 |
| Prepaid Expenses and Deferred Charges | $12,124 | $2,383 | ▼ $9,741 |
| Total Assets | $10,218,515 | $10,839,554 | ▲ $621,039 |
| Other Assets Total | $192,714 | $189,464 | ▼ $3,250 |
| Liabilities | |||
| Grants Payable | $499,885 | $235,000 | ▼ $264,885 |
| Accounts Payable and Accrued Expenses | $3,455 | $9,201 | ▲ $5,746 |
| Total Liabilities | $503,340 | $244,201 | ▼ $259,139 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $5,754,954 | $6,021,921 | ▲ $266,967 |
| Net Assets With Donor Restrictions | $3,960,221 | $4,573,432 | ▲ $613,211 |
| Total Net Assets Fund Balance | $9,715,175 | $10,595,353 | ▲ $880,178 |
| Total Liabilities and Net Assets / Fund Balance | $10,218,515 | $10,839,554 | ▲ $621,039 |
Endowment Activity
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2019 | $1,643,174 | - | ▼ $9,459 | - | $1,633,715 |
| 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 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Jillian C Vukusich | Executive Director | FT | $137,629 | $15,220 | $152,849 |
Board Members and Trustees
| Name | Title |
|---|---|
| Stephen C Kirmse | Past President (ex-officio) |
| Atwood Collins Iii | President |
| Carroll S Rotchford | Vice President |
| Ce Thomas Cleveland | Vice President |
| Elizabeth Chace | Vice President |
| Irene Shaw | Vice President |
| Scott a Rogers | Vice President |
| Tina E Mikkelsen | Vice President |
| William J Conaty | Vice President |
| John K Twyman | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $4,294,199
- Program Service Revenue
- $0
- Investment Income
- $262,491
- Other Revenue
- $0
- All Other Contributions
- $4,294,199
- Change in Net Assets
- $975,727
Noncash Contribution Practices
- Property subject to holding requirements
- No
- Reviewed unusual noncash gifts
- No
- Third parties used for noncash contributions
- Yes
Noncash Contributions
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Securities Publicly Traded | 18 | $171,492 | Stock Exchange |
| Total Noncash Contributions | 18 | $171,492 | - |
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $4,536,499
- Revenue Not Reported on Financial Statements
- $20,191
- Revenue Not Reported on Form 990
- $-95,549
- Total Revenue per Audited Statements
- $4,440,950
- Total Revenue per Form 990
- $4,556,690
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $3,242,443 |
| Salaries, Compensation, and Employee Benefits | $265,134 |
| Total Fundraising Expense | $79,510 |
| Other Expenses | $73,386 |
| Professional Fundraising Fees | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $3,242,443 | - | - | $3,242,443 |
| Current Officers, Directors, Trustees, and Key Employees | $101,606 | $14,515 | $29,030 | $145,151 |
| Other Salaries and Wages | $58,483 | $8,354 | $16,710 | $83,547 |
| Fees for Services Other | $12,476 | $13,782 | $2,565 | $28,823 |
| Fees for Service Investment Mgmnt Fees | $14,134 | $2,013 | $4,044 | $20,191 |
| Fees for Services Accounting | $11,851 | $1,693 | $3,386 | $16,930 |
| Payroll Taxes | $11,387 | $1,627 | $3,253 | $16,267 |
| Information Technology | $8,524 | $1,218 | $2,435 | $12,177 |
| Other Employee Benefits | $8,400 | $1,200 | $2,400 | $12,000 |
| Occupancy | $7,032 | $1,005 | $2,009 | $10,046 |
| Pension Plan Contributions | $5,718 | $817 | $1,634 | $8,169 |
| Insurance | $3,410 | $487 | $974 | $4,871 |
| Conferences and Meetings | $3,146 | $449 | $899 | $4,494 |
| Other Expenses | $2,872 | $410 | $821 | $4,103 |
| Travel | $266 | $38 | $76 | $380 |
| All Other Expenses | $-61,979 | $1,860 | $3,719 | $-56,400 |
| Total Functional Expenses | $3,449,208 | $52,245 | $79,510 | $3,580,963 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $3,580,963 |
| Expenses per Audited Statements | $3,560,772 |
| Total Expenses per Audited Statements | $3,560,772 |
| Expenses Not Reported on Financial Statements | $20,191 |
| Expenses Not Reported on Form 990 | $0 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Riviera Beach Literacy Project | Riviera Beach, FL | - | For the Riviera Beach Literacy Project. | $489,404 |
| Arc of Palm Beach County Inc | Riviera Beach, FL | - | For Safe, Accessible Housing for Extremely Low-income Individuals With Developmental Disabilities Which Will Allow Them to Age in Place. | $100,000 |
| Caridad Center Inc | Boynton Beach, FL | - | FOR MEDICAL EQUIPMENT AT THE FREE CLINIC, WHICH SEEKS TO IMPROVE PATIENTS' HEALTH AND WELL-BEING BY PROVIDING ACCESS TO MEDICAL, DENTAL, VISION, BEHAVIORAL HEALTH, AND SPECIALTY HEALTH CARE SERVICES TO INDIGENT CHILDREN AND ADULTS WITH NOWHERE ELSE TO GO. | $100,000 |
| Habitat for Humanity of Palm Beach County | Riviera Beach, FL | - | For Two Homes in Pleasant City, Which Will Be Built in Partnership With Low or Very Low-income Families. | $100,000 |
| Center for Child Counseling Inc | Palm Beach Gardens, FL | - | To Provide Upgrades, Equipment and Supplies in Support of the Expansion of Mental Health Programming for Vulnerable Children and Families Ini Palm Beach County. | $90,000 |
| Boys & Girls Club of Palm Beach County | West Palm Beach, FL | - | For Security Updates to Continue to Provide a Physically and Emotionally Safe Environment for All Members. | $85,000 |
| Aid to Victims of Domestic Abuse Inc | Delray Beach, FL | - | THE PURPOSE OF THIS GRANT REQUEST IS TO ENHANCE THE SAFETY AND SECURITY OF AVDA'S NEW OUTREACH OFFICE LOCATION BY INSTALLING A STATE-OF-THE-ART SECURITY SYSTEM, ADDING WINDOW COVERINGS WHERE NEEDED, AND PURCHASING NECESSARY FURNITURE AND COMPUTERS FOR THE OUTREACH OFFICE. | $76,333 |
| Place of Hope Inc | Palm Beach Gardens, FL | - | For Construction and Outfitting of the Training and Outreach Space in the Lane Outreach Center. | $75,000 |
| Lake Worth West Resident Planning Group Inc | Lake Worth, FL | - | FOR A VAN TO IMPROVE UTILIZATION OF THE ORGANIZATION'S AFTER SCHOOL, FAMILY AND COMMUNITY EDUCATION PROGRAMS BY PROVIDING TRANSPORTATION TO LOW-INCOME STUDENTS AND FAMILIES WITH NO OTHER MEANS OF ACCESSING SERVICES. | $67,980 |
| Homesafe | Lake Worth, FL | - | For the Replacement of Roofs and Gutters at Pond Place, an Independent Living Program for Young Adults Who Have Aged Out of Foster Care. | $65,000 |
| Seagull Services | West Palm Beach, FL | - | For Upgrades and Renovations That Will Allow for a Wider Variety of Educational Activities, Vocational Training Experiences and Community Functions for Adults With Intellectual and Developmental Disabilities. | $63,062 |
| Adopt-a-family of the Palm Beaches Inc | Lake Worth, FL | - | For Roofing and Gutter Systems at the Service Enriched Housing, an Affordable Housing Program for Low-income Families Dedicated to the Pursuit of Financial Stability. | $62,740 |
| Habitat for Humanity of Martin County | Stuart, FL | - | To Complete One of the Last Remaining Homes in Carter Park, a 40-home Affordable Housing Neighborhood in Indiantown. | $60,000 |
| Hobe Sound Early Learning Center | Hobe Sound, FL | - | TO SUPPORT THE CENTER'S CRITICAL EXPANSION TO BE ABLE TO SERVE MORE CHILDREN CURRENTLY ON THE WAIT LIST FOR SERVICES. | $55,000 |
| Meals on Wheels of the Palm Beaches Inc | West Palm Beach, FL | - | For Meal Delivery to Homebound Seniors and Expansion of Services During the Covid-19 Crisis. | $55,000 |
| New Horizons Service Dogs Inc | Orange City, FL | - | For the West Palm Beach Advanced Training Facility, Which Will Provide a Local Headquarter for Providing Quality, Trained Service Dogs to People With Disabilities. | $54,250 |
| Alpha Educational Foundation-ddl Inc | Riviera Beach, FL | - | For Updates, Repairs and Renovations at the Judge Rodgers Community Center, a Community-based Incubator for Nonprofit Organizations in Riviera Beach. | $53,500 |
| Center for Trauma Counseling Inc | Greenacres, FL | - | For a Customized Vehicle to Be Used as a Mobile Mental Health Clinic and Community Outreach Center. | $50,000 |
| Community Partners of South Florida | Riviera Beach, FL | - | To Provide Transportation for Residents From Village for Change (vfc), a Residential Treatment Program, to Medical Appointments, Therapy Sessions, Job Training and Other Services Necessary to Increase Their Chance and Speed of Recovery. | $50,000 |
| Comprehensive Alcoholism Rehabilitation Programs Inc | West Palm Beach, FL | - | FUNDS WILL BE USED FOR CONSTRUCTION OF THE GREAT ROOM WITHIN THE CARP MEN'S 12 STEP HOME, FOR HOMELESS AND INDIGENT MEN AFFLICTED WITH SUBSTANCE USE DISORDER. THIS ROOM WILL SERVE BOTH THE MEN'S AND WOMEN'S COMMUNITIES IN THE CARP RESIDENTIAL PROGRAM FOR RECOVERY. | $50,000 |
| Els for Autism Foundation | Jupiter, FL | - | For the Adult Services Center, Which Will Provide Supported Employment, Life Skills Training and Social Services to Adults With Autism Spectrum Disorder. | $50,000 |
| Fern House Inc | West Palm Beach, FL | - | To Help Indigent Male Chronic Alcoholics and Drug Addicts Achieve Sustained Sobriety and Return to the Mainstream of Society as Productive, Responsible Citizens, Especially During the Covid-19 Crisis. | $50,000 |
| Friends of Fisher House Inc | West Palm Beach, FL | - | For Ada Compliant Walkways and Outdoor Improvements at the Fisher House, a Home-away-from-home for the Families of Veterans and Active Duty Military Service Members Who Stay Free of Charge While Their Loved Ones Are Undergoing Treatment. | $50,000 |
| Neighborhood Renaissance Inc | West Palm Beach, FL | - | To Construct an Affordable Home as a Part of the Lincoln Road Model Block Initiative, a Targeted Neighborhood Revitalization Effort to Build New Homes on Vacant Lots, Rehabilitate and Preserve Existing Homes and to Engage Residents to Improve the Area. | $50,000 |
| Palm Beach County Food Bank | Lantana, FL | - | To Provide Food to Children, Seniors and Hard-working Families Impacted by Covid-19. | $50,000 |
| Urban League of Palm Beach County | West Palm Beach, FL | - | A Funders Collaborative to Provide Access to a Reliable Internet Connection for Schoolchildren in Riviera Beach. | $50,000 |
| The Triangle Club Inc | West Palm Beach, FL | - | For Critical Electrical Upgrades to Improve the Safety of the Building and Make It Accessible at All Times, Especially in Times of Community Emergencies. | $44,630 |
| The Soup Kitchen Inc | Boynton Beach, FL | - | To Help Meet the Increased Demands for Food During the Covid-19 Crisis. | $40,000 |
| Families First of Palm Beach County | West Palm Beach, FL | - | For Upgraded Technology and Improved Security Systems. | $38,312 |
| Pace Center for Girls Palm Beach | Palm Springs, FL | - | For the Enrichment Lab and Technology to Be Used by the Students for Testing, Assessment, Tutoring, and Research. | $38,144 |
| Boys & Girls Club of Martin County | Hobe Sound, FL | - | For the Security Infrastructure Needed to Create a Safer Environment for the Youth Attending the Hobe Sound Club Programs. | $36,420 |
| CHILDREN'S HOME SOCIETY OF FLORIDA | West Palm Beach, FL | - | For a Passenger Van to Provide Transportation to Clients to Programs and to Needed Services Such as Health Clinics and School Visits. | $35,840 |
| Florida Community Health Centers Inc | West Palm Beach, FL | - | For Telehealth Equipment and Personal Protective Equipment for Employees During the Covid-19 Crisis. | $35,082 |
| Hope Rural School | Indiantown, FL | - | For Classroom Renovations at the School, Which Primarily Serves Children From Immigrant Families in Grades Pre-k Through 5 While Guiding, and Encouraging Parents in the Education of Their Children. | $33,750 |
| Pediatric Oncology Support Team Inc | West Palm Beach, FL | - | To Provide Food and Housing Support to Families With Children Fighting Cancer, Particularly During the Covid-19 Crisis. | $31,629 |
| Vita Nova Inc | West Palm Beach, FL | - | For Security Upgrades to Improve Safety Measures for Staff and Homeless Youth. | $30,562 |
| American Association of Caregiving Youth | Boca Raton, FL | - | For the Caregiving Youth Project, Which Will Provide Needs-driven Support Services to Middle School Youth Caregivers and Their Families at Jfk Middle School in Riviera Beach. | $30,000 |
| Center for Child Counseling Inc | Palm Beach Gardens, FL | - | To Provide Mental Health Services to Vulnerable Children and Families Impacted by Adverse Childhood Experiences (aces) and Trauma During the Covid-19 Crisis. | $30,000 |
| Foundcare Inc | West Palm Beach, FL | - | For Increased Demand on the Frontlines of the Covid-19 Health Crisis. | $30,000 |
| West Jupiter Community Group Inc | Jupiter, FL | - | For Transportation and Furniture at the Center, Which Provides a Safe and Nurturing Environment for at Risk Students and Families, So They May Pursue Academic and Personal Excellence | $30,000 |
| Child Protection Team Palm Beach | West Palm Beach, FL | - | For Clinic Upgrades That Will Allow the Medical Staff to Assess Cases of Child Abuse With the Most Upgraded Equipment in a Child Friendly Environment. | $29,707 |
| Catholic Charities of the Diocese of Palm Beach Inc | Palm Beach Gardens, FL | - | CATHOLIC CHARITIES DIOCESE OF PALM BEACH, INC. REQUESTED FUNDING TO PURCHASE AND INSTALL A NEW AGENCY-WIDE COMMUNICATION SYSTEM AT ST. FRANCIS CENTER. THIS NEW COMMUNICATION SYSTEM WAS TO IMPROVE THE EFFICIENCY OF 11 PROGRAMS TO FIELD AND PROCESS FIRST-TIME CALLERS AND CLIENTS' PHONE CALLS. | $28,393 |
| Florida Outreach Center for the Blind Inc | Palm Springs, FL | - | The Grant Was Used to Renovate the Kitchen, Bathrooms and to Install New Window Blinds at Florida Outreach Center for the Blind, Inc., a Training Center That Teaches the Skills for for Blind and Visually Impaired Individuals to Be Independent. | $27,785 |
| The Glades Initiative | Belle Glade, FL | - | For the Glades Nonprofit Hub, Which Will Allow Multiple Nonprofit Agencies to Have Greater Access to the Clients They Serve in the Glades Area of Western Palm Beach County. | $25,050 |
| Adopt-a-family of the Palm Beaches Inc | Lake Worth, FL | - | To Continue to Meet the Needs of Formerly Homeless Families While Also Concentrating on Homeless Prevention Activities for Others on the Brink of Homelessness. | $25,000 |
| Caridad Center Inc | Boynton Beach, FL | - | For Personal Protection Equipment, Test Kits, and Pharmaceuticals Supplies for Clients and Frontline Staff Working to Address the Covid-19 Crisis. | $25,000 |
| Connections Education Center of the Palm Beaches Inc | West Palm Beach, FL | - | For Three Micro-industry Vocational Rooms Where Students With Autism Can Learn the Skills Necessary to Facilitate a Successful Transition to Life After High School. | $25,000 |
| Habitat for Humanity of South Palm Beach County | Delray Beach, FL | - | The Project Uplift Program, an Affordable Housing Development and Neighborhood Revitalization Project in the Heart of Boynton Beach. | $25,000 |
| Operation Hope Inc | Lake Park, FL | - | For a Multi-passenger Van to Provide Transportation for Disadvantaged, Low-income, and Homeless Children/families/individuals Participating in Free Out-of-school Programs in Riviera Beach, Lake Park and Surrounding Areas. | $25,000 |
| Resource Depot | West Palm Beach, FL | - | For Equipment to Modify the Intake Process and Create the Ability to Triage Donations and Handle Them With an Increased Degree of Care and Precaution, Ensuring Safety and Cleanliness for Staff and Patrons During Covid-19 Pandemic. | $25,000 |
| THE LORD'S PLACE | West Palm Beach, FL | - | To Ensure Stability for Formerly Homeless Clients While Preventing Others From Falling Into Homelessness. | $25,000 |
| United Way of Palm Beach County | West Palm Beach, FL | - | A Funders Collaborative Effort to Provide Personal Protective Equipment (ppe) and Supplies to Nonprofit Organizations During the Covid-19 Crisis. | $25,000 |
| Vinceremos Therapeutic Riding Center | Loxahatchee, FL | - | FOR UPGRADES TO ENSURE HEALTHY PASTURE MANAGEMENT AND TURN OUT FOR THE THERAPEUTIC HORSES THAT ARE THE FOUNDATION OF THE CENTER'S EQUINE ASSISTED THERAPY PROGRAMS FOR INDIVIDUALS WITH DISABILITIES. | $25,000 |
| Christians Reaching Out to Society Inc | Lake Worth, FL | - | To Meet the Increased Demand for Services at Each of the Eight Food Pantries. | $23,000 |
| In the Pines Inc | Delray Beach, FL | - | For Renovations at in the Pines, Which Provides Safe and Affordable Housing for Local, Poverty-level Farmworker and Workforce Families | $20,000 |
| Dunbar Center Inc | Hobe Sound, FL | - | For Repairs, Renovations and Equipment to Ensure the Facility Is Safe and Running Smoothly for the Children and Families Served at the Childcare Facility. | $19,500 |
| Palm Beach School for Autism | Lake Worth, FL | - | For Speak Up Pbsfa, a Tv Production Program and a Comprehensive Solution to Teaching Students on the Autism Spectrum Tech Skills, Academics, Social Skills and Communication Using State-of-the-art Technology. | $18,285 |
| Community Health Center of West Palm Beach | West Palm Beach, FL | - | For Related Technology Improvements Required to Implement the Telehealth Program in Response to the Covid-19 Crisis. | $15,000 |
| EL SOL JUPITER'S NEIGHBORHOOD RESOURCE CENTER | Jupiter, FL | - | For Equipment for the Sewing Program, Which Provides Marketable and Income Generating Skills That Can Be Applied to Earn Income for Profit at a Vocational, Entrepreneurial or Home Based Level. | $15,000 |
| The Guatemalan-maya Center | Lake Worth, FL | - | To Meet Increased Demand for Services for Disenfranchised Communities During the Covid-19 Crisis. | $15,000 |
| WOMEN'S CIRCLE INC | Boynton Beach, FL | - | For Updated Technology to Equip the Newly Constructed Computer Lab Facility, Which Seeks to Empower Disadvantaged Women Through Education, Career/business Development, Leadership Training, and Personal/professional Enrichment Opportunities. | $15,000 |
| Youth Recreation Association | Riviera 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 |
| EL SOL JUPITER'S NEIGHBORHOOD RESOURCE CENTER | Jupiter, FL | - | To Provide Case Management and Support Services for the Vulnerable Population of Day Laborers and Their Families During the Covid-19 Crisis. | $14,461 |
| Arc of the Glades Inc | Belle Glade, FL | - | For Essential Health, Safety, and Educational Program Equipment for the Use and Benefit of Intellectually and Developmentally Disabled Clients Participating in the Adult Day Training Program. | $13,024 |
| Habitat for Humanity of Palm Beach County | Riviera Beach, FL | - | For a Rehab and Revitalization Project in Riviera Beach to Ensure a Family a Safe, Healthy Home. | $12,555 |
| GRANDMA'S PLACE INC | Royal Palm Beach, FL | - | For New Flooring to Improve the Safety Conditions at the Facility for Children That Have Suffered Abuse or Neglect and Have Been Removed From Their Homes. | $10,000 |
| Operation120 | Boca Raton, FL | - | For Technology and Household Items at Transitional Living Center, Which Empowers Homeless and At-risk Female Military Veterans to Reintegrate Successfully Into Life After Service. | $10,000 |
| Riviera Beach Integrated Care Inc | Riviera Beach, FL | - | For Increased Demand on the Frontlines of the Covid-19 Health Crisis, Particularly for Families and Individuals in Riviera Beach. | $10,000 |
| Society of St Vincent Depaul Palm Beach District Council | Jupiter, FL | - | For the Homeless Prevention Program, Which Provides Financial Assistance to Individuals or Families, Helping Them Through a Temporary Crisis, Eliminating Homelessness in Our Community and Keeping Families From Being Evicted From Their Homes, Particularly During the Covid-19 Crisis. | $10,000 |
| Sweet Dream Makers | Boca Raton, FL | - | To Provide Beds and Bedding for Children and Families in Need, Who Have Been Sleeping on the Floor or in Otherwise Unsafe, Unsanitary Conditions, Particularly During the Covid-19 Crisis. | $10,000 |
| 211 Palm Beachtreasure Coast | Lantana, FL | - | FOR TECHNOLOGY TO MEET GROWING DEMANDS DUE TO THE COVID-19 CRISIS WHILE ALSO ADHERING TO THE CDC'S SOCIAL DISTANCING GUIDELINES. | $9,000 |
| National Autism Registry Inc | Palm Beach Gardens, FL | - | For a Tempering Machine, for the Culinary Program Which Provides Training, Community-based Experiences and Teaches Life and Vocational Skills for Individuals With Autism and Other Developmental Disabilities. | $7,928 |
| Big Heart Brigade | Palm Beach Gardens, FL | - | A Matching Grant for a New Barbecue/smoker and Grill Unit to Continue Serving the Returning Wounded U.s. Military, Feeding the Less Fortunate at Thanksgiving and Assisting Incapacitated First Responders Within Our Community. | $7,500 |
| Family Promise North Central Palm Beach County | West Palm Beach, FL | - | For Computer Equipment to Provide Remote Case Management Services and to Purchase Inflatable Beds for the Homeless Families Served by the Organization, Especially During the Covid Crisis. | $7,457 |
| Big Brothers Big Sisters of Palm Beach & Martin Counties Inc | West Palm Beach, FL | - | To Create a Secure and Efficient Process to Engage, Recognize and Retain Mentors by Using a One-touch Enrollment Process for Required Background Screening to Ensure Child Safety. | $7,000 |
| True Fast Outreach Ministries Inc | West Palm Beach, FL | - | To Provide Emergency Supplies for Babies, Children and Elderly Residents During the Covid-19 Crisis. | $7,000 |
| Kids Cancer Foundation Inc | Royal Palm Beach, FL | - | For Educational Materials and Comfort Items, to Provide Hope and Support to Local Children and Their Families Battling Childhood Cancer And/or Serious Blood Disorders. | $6,000 |
| Palm Beach Cancer Foundation (sari Asher Center for Integrative Cancer Care | Palm Beach Gardens, FL | - | To Provide Support for Cancer Patients and Caregivers Who Cannot Be Present in Person for Supportive Care During the Covid Crisis. | $6,000 |
| Health Council of Southeast Florida | Palm Beach Gardens, FL | - | Lost Tree Foundation Is Requesting Health and Socioeconomic Data Pertinent to Riviera Beach (zip Code 33404) With a Specific Focus on the More Marginalized Populations and Sub-populations. | $4,500 |
| Holy Ground Shelter for Homeless Inc | Riviera Beach, FL | - | For Upgrades and Safety Improvements at the Stockard Family Campus, Which Provides Shelter and Mentorship to Homeless, Pregnant and Parenting Young Mothers and Their Children. | $3,964 |
| The Community Foundation Martin-st Lucie | Stuart, FL | - | To Provide Personal Protective Equipment (ppe) and Supplies to Nonprofit Organizations During the Covid-19 Crisis. | $3,000 |
| Back to Basics Inc | Wellington, FL | - | For Commercial Grade Ceiling Fans Within the Non-air-conditioned Warehouse Space to Allow Volunteers to Continue Their Work Packaging Uniforms for Children in Need. | $2,696 |
| NELSON'S OUTREACH MINISTRIES INC | Riviera Beach, FL | - | For the Food Pantry Program, Which Serves Needy Families, Disabled Individuals, Veterans and Homeless Populations. | $2,000 |
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: (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
- 2021-02-25
- 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
- 167
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 38,756.”
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 2016.”
PART XI, LINE 2D - OTHER ADJUSTMENTS:
“Change in value of beneficial interest in trust 38,756.”
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.”
Raw XML AppendixShowing 400 of 1,215 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 |
|---|---|---|
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| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 9201 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
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| IRS990/AllOtherExpensesGrp/FundraisingAmt | 0 | 3719 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 1860 |
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| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | -56400 |
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| 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 | 33408 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 360854 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 917020 |
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| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 29030 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 14515 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 101606 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 145151 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 899 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 449 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 3146 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 4494 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 4294199 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 3242443 |
| IRS990/CYInvestmentIncomeAmt | 0 | 262491 |
| IRS990/CYOtherExpensesAmt | 0 | 73386 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 975727 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 265134 |
| IRS990/CYTotalExpensesAmt | 0 | 3580963 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 79510 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 4556690 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 1 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 1 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | THE ORGANIZATION AWARDED 83 GRANTS TO VARIOUS HUMAN SERVICE ENTITIES 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 | 3960221 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 4573432 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 1 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 3 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 3449208 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/FundraisingAmt | 0 | 3386 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 1693 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 11851 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 16930 |
| IRS990/FeesForServicesOtherGrp/FundraisingAmt | 0 | 2565 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 13782 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 12476 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 28823 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt | 0 | 4044 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 2013 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt | 0 | 14134 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 20191 |
| 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 |
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| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 7.00 |
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| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 7.00 |
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| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 40.00 |
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| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
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| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
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| 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/OfficerInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
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| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | ATWOOD COLLINS III |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | STEPHEN C KIRMSE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | ELIZABETH CHACE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | CE THOMAS CLEVELAND |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | WILLIAM J CONATY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | TINA E MIKKELSEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | SCOTT A ROGERS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | CARROLL S ROTCHFORD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | IRENE SHAW |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | JOHN K TWYMAN |
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| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | PAST PRESIDENT (EX-OFFICIO) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | VICE PRESIDENT |
| 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 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | EXECUTIVE DIRECTOR |
| 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 | -42589 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 10 |
| IRS990/GrantAmt | 0 | 3242443 |
| IRS990/GrantsPayableGrp/BOYAmt | 0 | 499885 |
| IRS990/GrantsPayableGrp/EOYAmt | 0 | 235000 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 3242443 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 3242443 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 800654 |
| IRS990/GrossReceiptsAmt | 0 | 5399933 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
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| IRS990/IndoorTanningServicesInd | 0 | 0 |
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| IRS990/InformationTechnologyGrp/FundraisingAmt | 0 | 2435 |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 1218 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 8524 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 12177 |
| IRS990/InsuranceGrp/FundraisingAmt | 0 | 974 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 487 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 3410 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 4871 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 305080 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 305080 |
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| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 102867 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 9624168 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 9603077 |
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| IRS990/IRPDocumentW2GCnt | 0 | 0 |
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| 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 | OUR MISSION: WORKING TOGETHER TO STRENGHTEN OUR SURROUNDING COMMUNITIES BY SIGNIFICANTLY IMPROVING THE LIVES OF OUR NEIGHBORS IN NEED. |
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| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
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| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 10595353 |
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| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -42589 |
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| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 1005 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 7032 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 10046 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 192714 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 189464 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 38756 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 2400 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 1200 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 8400 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 12000 |
| IRS990/OtherExpensesGrp/Desc | 0 | ANNUAL REPORT |
| IRS990/OtherExpensesGrp/Desc | 1 | CREDIT CARDS / BANK FEE |
| IRS990/OtherExpensesGrp/Desc | 2 | COMPUTER / FURNITURE |
| IRS990/OtherExpensesGrp/Desc | 3 | TELEPHONE / INTERNET |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 3554 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 1008 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 2 | 993 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 3 | 821 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 1777 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 504 |
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| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 3 | 410 |
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| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 3474 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 2872 |
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| IRS990/OtherExpensesGrp/TotalAmt | 1 | 5039 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 4963 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 4103 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 16710 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 8354 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 58483 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 83547 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 3253 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 1627 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 11387 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 16267 |
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| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 5718 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 8169 |
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| IRS990/PoliticalCampaignActyInd | 0 | 0 |
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| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 2383 |
| IRS990/PrincipalOfficerNm | 0 | JOHN K TWYMAN |
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| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
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| IRS990/PYTotalExpensesAmt | 0 | 3518119 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 3365104 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 975727 |
| 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 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 4294199 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 2926175 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 3333299 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 4073313 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3075333 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 17702319 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 305080 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 357197 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 284753 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 178266 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 128438 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 1253734 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt | 0 | 42294 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 38859 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 38761 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 37656 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 61000 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 218570 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.78200 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.78040 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 14993996 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 2708323 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 4294199 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 2926175 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 3333299 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 4073313 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3075333 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 17702319 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 19174623 |
| 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 | 1643174 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 1633715 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -9459 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 1624653 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 1643174 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 18521 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 1600259 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 1624653 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 24394 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 1471794 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 1600259 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 128465 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 1485157 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 1471794 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -13363 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 20191 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 3560772 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 20191 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 20191 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -134305 |
| IRS990ScheduleD/OtherRevenueAmt | 0 | 38756 |
| IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct | 0 | 1.00000 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -95549 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 20191 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 4536499 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | 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 2016. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 38,756. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
Document Assets
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Filings
Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $10,839,554
- Liabilities
- $244,201
- Net assets
- $10,595,353
- Revenue
- $4,556,690
- Expenses
- $3,580,963
- Net income
- $975,727