2025-11-17T17:19:09-06:00 2025-06-30 651083521 Holyfield & Thomas LLC 125 Butler Street West Palm Beach FL 33407 990 2024-07-01 592104920 Lost Tree Village Charitable Foundation LOST 5616223780 8 Church Lane North Palm Beach FL 334082961 Alan Rappaport Treasurer 5616223780 2025-11-16 1 1 Scott Y Haynes CPA P01366363 5616896000 2024 2025-03-06 01:10:19Z Alan Rappaport 8 Church Lane North Palm Beach FL 334082961 17908229 0 X www.losttreefoundation.org X 1981 FL The Foundation's mission is to work together to strengthen our (continued on Schedule O) surrounding communities by significantly improving the lives of our neighbors in need. 9 9 4 178 0 0 6003050 5868030 0 0 1458163 727055 0 23274 7461213 6618359 8471007 9982025 0 0 438764 427565 0 0 135436 179224 281828 9088995 10691418 -1627782 -4073059 17992557 15151422 662734 1197001 17329823 13954421 Working together to strengthen our surrounding communities by significantly improving the lives of our neighbors in need. 0 0 3954113 3480099 0 The Foundation awarded 65 grants to various human service agencies that work to address issues of health, hunger, housing and education to be used primarily for capital needs. 593333 593333 0 The Foundation continued with the Riviera Beach Literacy Project which is focused on improving literacy attainment for K-3rd graders in the four public elementary schools in Riviera Beach. 5908592 5908593 0 The Foundation continues its work on the Riviera Beach Health Initiative, bringing together partners throughout the community to improve the access to quality healthcare and overall social determinants of health. 10456038 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 4 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X X Jillian C Vukusich 5616223780 8 Church Lane North Palm Beach FL 334082961 X Scott A Rogers President 10.00 X X 0 0 0 Alan H Rappaport Treasurer 7.00 X X 0 0 0 C Dean Maglaris Secretary 7.00 X X 0 0 0 Thomas P Kane Vice President 7.00 X X 0 0 0 Leslie E Bradford Vice President 7.00 X X 0 0 0 Sue A Conaty Vice President 7.00 X X 0 0 0 Carlene Ziegler Vice President 7.00 X X 0 0 0 Patrick Kenny Vice President 7.00 X X 0 0 0 Julie Daum Vice President 7.00 X X 0 0 0 Jillian C Vukusich Executive Director 40.00 X 247064 0 21124 247064 0 21124 1 0 1 0 0 X 5868030 317979 5868030 536017 536017 11480908 11289870 191038 191038 191038 Grant Refund 900099 23274 23274 23274 6618359 23274 0 727055 9959025 9959025 23000 23000 264674 185272 26467 52935 130427 91299 13043 26085 7304 5113 730 1461 25160 17612 2516 5032 21500 15050 2150 4300 32232 32232 87000 60900 8700 17400 3143 2200 314 629 36019 25213 3601 7205 25583 17908 2558 5117 17457 12220 1745 3492 3573 2501 357 715 5028 3519 503 1006 Special event 23434 16404 2343 4687 HR support 8787 6151 879 1757 Annual report 7754 5428 775 1551 Subscriptions, Dues & L 3745 2621 375 749 6573 4602 656 1315 10691418 10456038 99944 135436 40495 97442 711211 1263778 798524 16083 21233 15859456 12687204 730046 801353 82699 34455 17992557 15151422 15310 28978 647424 1168023 662734 1197001 X 7742942 7818964 9586881 6135457 17329823 13954421 17992557 15151422 -4073059 697657 0 X X 0 1 X 1 0 X 3850536 8158296 9165472 6003050 5857313 33034667 3850536 8158296 9165472 6003050 5857313 33034667 39265 32995402 240527 295872 447276 720646 536017 2240338 55142 64768 57710 50155 33991 261766 35536771 0.92850 0.90730 X Schedule A, Part II, Line 10, Explanation of Other Income: Payments received from beneficial interest in lead trust - 2020 Amount: $ 55,142. 2021 Amount: $ 64,768. 2022 Amount: $ 57,710. 2023 Amount: $ 50,155. 2024 Amount: $ 10,717. Refund of Grant - 2024 Amount: $ 23,274. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2055362 36099 2091461 1836538 218824 2055362 1755899 80639 1836538 1709607 46292 1755899 1633715 75892 1709607 1.00000 0 0 0 Thirteen Partners Private Equity 6 LP 801353 F 801353 X 7260510 697657 697657 6562853 32232 23274 55506 6618359 10635912 0 10635912 32232 23274 55506 10691418 Part V, Line 4: Permanently restricted endowment funds - The principal is to be maintained in perpetuity and invested for the purpose of producing income and long-term growth of principal. The Foundation considers various factors, including the perpetuation of the endowment, the long-term and short-term purposes of the Foundation, the intent of the funds, the terms of the instrument, general economic conditions, the effect of inflation and deflation, the Foundation's other resourses, before making a determination to expend endowment funds. Part X, Line 2: The Foundation is a not-for-profit organization and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for income taxes has been included in the Foundation's financial statements. The Foundation follows FASB ASC 740-10, Accounting for Uncertainty in Income Taxes. This pronouncement seeks to reduce the diversity in practice associated with certain aspects of measurement and recognition in accounting for income taxes. It prescribes a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position that an entity takes or expects to take in a tax return. An entity may only recognize or continue to recognize tax positions that meet a "more likely than not" threshold. The Foundation assesses its income tax positions based on management's evaluation of the facts, circumstances, and information available at the reporting date. The Foundation uses the prescribed more likely than not threshold when making its assessment. The Foundation has not accrued any interest expense or penalties related to tax positions. There are currently no open Federal or State tax years under audit. Part XI, Line 4b - Other Adjustments: Grant Refund 23,274. Part XII, Line 4b - Other Adjustments: Grant Refund 23,274. 1 Achievement Center for Children and Families 555 NW 4th Street Delray Beach FL 33444 591264435 100000 0 To replace the roof of the Family Resource Center, which houses essential programs for hundreds of children and families. Adopt-A-Family of the Palm Beaches Inc 1712 Second Avenue North Lake Worth FL 33460 592471253 80280 0 To replace the aging roofs on three buildings in the Project SAFE permanent supportive housing complex two multi-unit dwellings and a small office building. Aid to Victims of Domestic Abuse Inc PO Box 6161 Delray Beach FL 33482 592486620 33973 0 For facility upgrades at Casa Vegso, which provides shelter and services for domestic violence victims. This included new flooring in our Children's Room as well as new AC units for Transitional Housing. American Heart Association 2300 Centrepark West Drive West Palm Beach FL 33409 135613797 132072 0 For the Food Farmacy Program in Riviera Beach, in partnership with the Riviera Beach Health Initiative. Arc of the Glades Inc 4250 NW 16th Street Belle Glade FL 33430 591760374 38628 0 For kitchen equipment and supplies to teach cooking skills to clients with I/DD. Big Brothers Big Sisters of Palm Beach & Martin Counties Inc 1700 Kirk Road West Palm Beach FL 33406 592676889 18000 0 For updated technology for the Digital Boost to Success Initiative aimed at ensure the security and safety of data and information collected from youth, families, and mentors. Boys & Girls Club of Martin County PO Box 910 Hobe Sound FL 33475 650253002 100000 0 For the IGNITE Skills Boss Advanced Manufacturing System at the Hobe Sound Workforce Center to provide workforce training for Martin County youth. Boys & Girls Club of Palm Beach County 800 Northpoint Parkway West Palm Beach FL 33407 237060561 95000 0 For safety upgrades at Neil S. Hirsh Family Boys & Girls Club in Wellington as part of a larger initiative to improve security for staff, clients and families. Caridad Center Inc 8645 W Boynton Beach Blvd Boynton Beach FL 33472 650149423 101273 0 To purchase essential medical equipment to enhance patient care quality and operational efficiency. Center for Child Counseling Inc 8895 N Military Trail Palm Beach Gardens FL 33410 650932032 100000 0 To provide essential technology for trauma-informed programs to serve 5,000 children and families. Children's Home Society of Florida 3335 Forest Hill Blvd West Palm Beach FL 33406 590192430 66333 0 To provide transportation for students in the Employment Empowerment Program in order for them to attend classes and job training. City House-Delray Beach Inc PO BOX 8451 Delray Beach FL 33482 463890624 38000 0 For cast iron sewer pipe relining at the CityHouse main campus, which provides a long-term, transformational housing program to single mothers and their children experiencing homelessness. Clinics Can Help 2560 Westgate Avenue West Palm Beach FL 33409 202778895 30969 0 For a forklift to handle heavy medical equipment which is provided to people in need for improved mobility and independence. Community Partners of South Florida 2001 West Blue Heron Blvd Riviera Beach FL 33404 592704597 417089 0 For renovations at affordable housing units with a goal to energize and sustain healthy families and a thriving workforce in Palm Beach County CROS Ministries 3677 23rd Avenue South B-101 Lake Worth Beach FL 33461 591802917 125000 0 To enhance warehouse infrastructure for improved food distribution within the hunger relief system. Drug Abuse Foundation Palm Beach County 400 South Swinton Ave Delray Beach FL 33444 237074625 80000 0 To renovate and upgrade the Medical Detox unit, aiming to improve safety, access, and comfort for clients undergoing detoxification. Easter Seals Florida Inc 213 S Congress Avenue West Palm Beach FL 33409 590637848 20419 0 To improve the environment for children with disabilities by installing new carpet that offers better insulation, acoustics, safety, and easier maintenance. Edumetrics Resources Group LLC 400 Beach Dr NE Ste 1201 Saint Petersburg FL 33701 453929076 8028 0 General assistance and support. El Sol Jupiter's Neighborhood Resource Center 106 Military Trail Jupiter FL 33458 010870672 32000 0 To enhance operational capacity by creating private cubicle spaces and installing smart boards in the multi-use classrooms. Empower Healthcare 491 E Main Street Pahokee FL 33476 852591676 48400 0 For a shuttle to provide transportation for clients in need of healthcare services and to deliver healthy food through the Food Rx program. Esperanza Community Center Inc 723 39th Street West Palm Beach FL 33407 833986715 50000 0 For equipment and maintenance upgrades at the new location which provides services for families, including education, healthcare, and vocational training. Extraordinary Kids Foundation 4220 Lake Worth Rd Lake Worth Beach FL 33461 813910503 40000 0 For an inclusive playground at the facility in Lake Worth to enhance the lives of special needs children and families. Families First of Palm Beach County 3333 Forest Hill Blvd 2nd Floor West Palm Beach FL 33406 650166352 39939 0 To improve technology infrastructure by implementing a new database, adding new computers, and creating collaborative workspaces in Belle Glade. Family Promise of Southeast Florida 352 NE 3rd Avenue Delray Beach FL 33444 562656166 50000 0 For furniture and therapeutic supplies to expand trauma-informed services for families experiencing and at-risk of homelessness. First Serve (dba Palm Beach Tennis Patrons Inc ) PO Box 1353 West Palm Beach FL 33402 650400164 47705 0 For updated technology for students and mentors to deliver life skills and academic programming in the Glades area. FLIPANY 2860 West State Road 84 Suite 103 Fort Lauderdale FL 33312 870743538 40000 0 For two vehicles to expand the HYPE program which provides nutrition education, physical activity programming, and healthy meals to underserved youth and their families. Florida Community Health Centers Inc 5827 Corporate Way West Palm Beach FL 33407 591671640 15772 0 For vision screening equipment to improve patient experiences at the Indiantown health center. For The Children Inc 1718 Douglas Street Lake Worth FL 33460 650950530 100000 0 To expand and renovate the historic Osborne School to continue to provide quality education and support services to deserving children and families. FoundCare Inc 2330 South Congress Avenue West Palm Beach FL 33406 542083748 5111654 0 Capital support for the Riviera Beach Community Health Center. Fresh Rx 1260 S Federal Highway Boynton Beach FL 33435 834640789 75000 0 To upgrade the mobile unit which provides nutrition education and healthy food to underserved communities and low-income patients. Grandma's Place Inc 184 Sparrow Dr Royal Palm Beach FL 33411 650821321 15460 0 For wall improvements and lighting in the shelter which provides shelter and care for abused/neglected children and support parents/caregivers of children with special needs. Gulfstream Goodwill Industries Inc 1715 Tiffany Drive East West Palm Beach FL 33407 591197040 40614 0 To expand the Third Party Logistics (3PL) program to provide job training and employment opportunities for individuals experiencing homelessness and those with disabilities. Habitat for Humanity Greater Palm Beach County 3716 S Military Trail Lake Worth FL 33463 650307017 100000 0 For the Neighborhood Revitalization Program in Riviera Beach, which provides home repairs and improvements to enable families to live in safer, more secure homes. HACER Ministry Corp 2727 Georgia Ave West Palm Beach FL 33405 271506309 16196 0 For renovations and storage upgrades to improve the efficiency of the food pantry program. Hannah's Home of South Florida PO Box 4512 Tequesta FL 33469 331026070 10920 0 For enhanced technology access which will promote education, career development, and self-sufficiency for pregnant, at-risk women and their children. Health Council of Southeast Florida 600 Sandtree Drive Suite 101 Palm Beach Gardens FL 33403 592242689 258750 0 For the Community Health Worker Program, which provides Riviera Beach residents with health education and connection to needed health & social services. Hispanic Human Resources Council Inc 1427 South Congress Avenue West Palm Beach FL 33406 591747012 100000 0 For playground equipment at the Child Development Center to enhance physical and socio-emotional skills of at-risk children. Holy Ground PBC 200 W 20th St Riviera Beach FL 33404 263342975 35243 0 To enhance safety at Stockard Family Campus for pregnant or parenting young women and their children who are experiencing homelessness. HomeSafe 2840 Sixth Avenue South Lake Worth FL 33461 591935485 98800 0 To replace furniture at the Lake Worth headquarters, which serves as the central hub for the agency, which is dedicated to protecting victims of child abuse and domestic violence. Hope Rural School 15929 SW 150th Street Indiantown FL 34956 592001615 40000 0 For kitchen renovations at the main site which provides education, program and services to children and families. House of Hope 2484 SE Bonita Street Stuart FL 34997 592422998 26888 0 For commercial sized glass door merchandiser display units to reliably and efficiently store and display perishable food options for pantry clients in Indiantown. In The Pines Inc 16101 Half Mile Road Delray Beach FL 33446 591862904 40000 0 For new roofs for workforce housing apartments. Jeff Industries Inc 113 East Coast Ave Hypoluxo FL 33462 592516157 73876 0 For structural renovations at our Palm Haven Project which offers affordable housing assistance for men and women with chronic mental health conditions. Lighthouse for the Blind of the Palm Beaches 5601 Corporate Way Suite 210 West Palm Beach FL 33407 596008622 48899 0 For a vehicle for transportation of visually impaired individuals, especially youth, for various services and activities. Literacy Coalition of Palm Beach County 3651 Quantum Blvd Boynton Beach FL 33426 650169781 51068 0 To update the Glades Family Education Program's preschool playground to enhance children's engagement and development. Morningday Community Solutions 1410 SW 29th Avenue 100 Pompano Beach FL 33069 273394972 11900 0 For a forklift at the warehouse, which provides essential products to local nonprofits at low or no cost while reducing environmental impact. Palm Beach County Food Bank 701 Boutwell Suite A-2 Lake Worth Beach FL 33461 900788707 97576 0 For equipment to deliver prepared meals to food insecure children and seniors in Palm Beach County. Palm Beach School for Autism 8480 Lantana Rd Lake Worth FL 33467 050571797 46565 0 For repairs and updates to enhance safety, create a welcoming environment, and support education for approximately 400 students with autism. Path to College 313 Datura St West Palm Beach FL 33401 815228014 100000 0 For the Catapult Youth Mentoring Center to support at-risk students aiming for college, with a vision of nurturing overlooked talents. Place of Hope Inc 9078 Isaiah Ln Palm Beach Gardens FL 33418 650841384 100000 0 For two passenger vans to transport the children, youth, and young adults living the POH campuses. RCMA 402 West Main Street Immokalee FL 34142 591221966 7112 0 For roof repair at the Belle Glade Child Development Center, which houses classrooms serving children ages 6 weeks to 5 years, a kitchen providing daily meals, and office spaces for parent-staff meetings. Sickle Cell Fnd of Palm Beach County and the Treasure Coast 155 E Blue Heron Blvd Riviera Beach FL 33404 591975315 33079 0 For repairs and security upgrades at the historic Jenkins House, which serves as a care base for nearly 30,0000 community members affected by sickle cell disease or the related trait. St John Community Promise dba The Community Promise 900 N Seacrest Blvd Boynton Beach FL 33435 460653325 59100 0 To upgrade of the current food pantry operations to expand its services, aligning with its mission to support the community in Boynton Beach. Student ACES Inc 8895 N Military Trail Suite B203 Palm Beach Gardens FL 33410 463081102 47000 0 To digitally expand the Passport Program, aiming to engage students in underserved areas, focusing on academic, mental health, and character development. Sunset House Inc 8800 Sunset Drive Palm Beach Gardens FL 33410 650695313 22500 0 For renovations at the substance abuse disorder residential treatment program for adult men. The Arc of Palm Beach County 1201 Australian Ave Riviera Beach FL 33404 590883386 98437 0 To enhance accessibility and safety for adult clients with disabilities through various improvements at the North Campus, including ramps, bathroom modernization, flooring replacement, and security enhancements. The Banner Lake Club Inc PO Box 1875 Hobe Sound FL 33455 591093236 49000 0 For security measures, including an intercom system and door locks, at the Community Center and Early Learning Center The Crossroads Club Inc 1700 LAKE IDA RD DELRAY BEACH FL 33445 592224993 20000 0 To replace and upgrade furniture at the meeting facility which welcomes 700 individuals daily for 12-Step Groups addressing addiction recovery. The Education Foundation of Palm Beach County Inc 1515 Barton Rd Lake Worth Beach FL 33460 592420369 569071 0 For the Riviera Beach Literacy Project. The Learning Center 400 Royal Palm Beach Blvd Royal Palm Beach FL 33411 650720113 39500 0 For augmentative communication devices and software to help students with autism communicate effectively. The Lord's Place 2808 North Australian Ave West Palm Beach FL 33407 592240502 100000 0 To replace the roof of Mann Place, which provides supportive housing and comprehensive wraparound services for men experiencing homelessness. The Salvation Army 2100 Palm Beach Lakes Blvd West Palm Beach FL 33409 580660607 100000 0 For the installation of Push to Open activation doors throughout the Center of Hope (COH) building to accommodate the increased number of physically disabled residents served by the newly launched Medical Respite program. The Soup Kitchen Inc 8655 Boynton Beach Blvd Boynton Beach FL 33472 592628415 50000 0 For a new forklift and catering tent to enhance community services. The Triangle Club Inc 1369 Okeechobee Road West Palm Beach FL 33401 590919735 77500 0 To enhance the club's appearance and accessibility for meeting attendees and visitors which includes those in recovery with a focus on providing a safe environment for individuals battling substance abuse and addiction. Vita Nova Inc 2724 N Australian Ave West Palm Beach FL 33407 650298299 52735 0 For renovations to create "Zen Zone", a new space to allow for effective engagement, open connection, and emotional regulation among the youth who have aged out of foster care and staff in a more functional and inviting common room. YMCA of South Palm Beach County 2500 N Military Trail Boca Raton FL 33431 591416281 80000 0 To create a expanded and shaded outdoor area for outdoor activities for our YMCA's Camp and Afterschool programs. 66 General assistance and support to the Riviera Beach Literacy Project 5 23000 Part I, Line 2: Grant procedures are as follows: 1. Once a grant is approved, a grant contract is sent to the agency, which must be signed and agreed to by an executive of the agency. 2. When the contract is returned and all conditions are met, a check for the grant amount is issued. When the project is complete, the agency submits a grant accountability report to the Foundation. This report requires the agency to include a narrative on the grant outcomes and an accounting of expenses with backup documentation. 3. Also, if an agency receives a grant in one year and a visiting team goes back the next year, one of the requirements for the team is to ensure that the grant of the prior year was spent correctly. X X X 0 0 0 0 0 0 0 0 0 Jillian C Vukusich Executive Director 232064 0 15000 0 0 0 13924 0 7200 0 268188 0 0 0 X 20 317979 FMV 0 0 0 Form 990, Part VI, Section A, line 6 A member of the Foundation is defined as follows: 1. An individual who made a financial contribution to the Foundation in at least one of the last two fiscal years prior to the annual meeting; 2. An individual who has made contributions totaling more than $100,000 since the Foundation's inception; and 3. An individual who is a member of the Legacy Society. Form 990, Part VI, Section A, line 7a All members are eligible to vote on selecting the board of trustees and may elect up to 90 of the trustees. The board of trustees vote to elect the governing board. Form 990, Part VI, Section A, line 7b All decisions made by the governing board must be approved by the board of trustees membership and ratified at the annual meeting. Form 990, Part VI, Section B, line 11b A copy of the draft Form 990 is e-mailed to voting and certain other members for an independent review. Board members meet subsequently to make inquiries, discuss any questions rising from their review of the tax return, and make or recommend changes. After all inquiries are cleared and adjustments made (if any), the tax preparer submits a second draft to the board for final review and approval. Form 990, Part VI, Section B, line 12c All officers, directors and key employees are required to disclose any conflict of interest, and annually submit documentation of any conflicts to the governing board. Form 990, Part VI, Section B, line 15 The governing board reviews and approves the compensation of employees. The compensation is included in the budget, which is approved by the board and documented as such in the board minutes. Form 990, Part VI, Section C, line 18 Requests may be made directly to the Foundation for review of its documents. Persons making the request may be sent a digital copy of the requested documents. Digital copies of the Form 990 are also available on Guidestar.org. Form 990, Part VI, Section C, line 19 Requests may be made directly to the organization for review of its governing documents, conflict of interest policy, and financial statements. Persons making the request may be sent a digital copy of the requested documents. Digital copies of the Form 990 are also available on Guidestar.org. Form 990, Part VIII Line 11a The amount recorded as miscellaneous income was for a prior year refund of a grant paid to Boynton Beach Faith Based Community Development Corporation.