LULU TREE FOUNDATION: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LULU TREE FOUNDATION (EIN 47-4540407)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-02-23
- IRS object ID
- 202440549349201004
- Schema version
- 2023v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-23T09:54:31-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881708892 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Boykin Group LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 348 Poplin Lane | AddressLine1Txt |
| City | Troy | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76579 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474540407 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LULU TREE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LULU | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9808 DOLOMITE LANE | AddressLine1Txt |
| City | Sandy | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84094 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRICIA SIMMONS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8016510189 | PhoneNum |
| Signature | 2024-02-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TRICIA | PersonFirstNm |
| Person Last | SIMMONS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brittany Boykin | PreparerPersonNm |
| PTIN | P02505354 | PTIN |
| Phone | 2547175279 | PhoneNum |
| Preparation | 2024-02-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.THELULUTREE.COM | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $137,255 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $137,209 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $46 | InvestmentIncomeAmt |
| Total Revenue | $137,255 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $190,181 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $5 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $483 | PrintingPublicationsPostageAmt |
| Total Expenses | $190,669 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$53,414 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $97,386 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $43,972 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,386 | BOYAmt |
| EOY | $43,972 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,386 | BOYAmt |
| EOY | $43,972 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,386 | BOYAmt |
| EOY | $43,972 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Prevent tomorrows orphans | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| Training for tomorrow through education and discipleship training. We assist local pastors and equip them with biblical training to help better care for their congregations | $190,181 |
| Investing in today through micro-loans and subsidiaries. We help pastors give business and agricultural subsidies to increase the capital of vulnerable breadwinners. | |
| Redeeming the past through agriculture and livestock. We provide equipment, land and livestock necessary for communities to do sustainable farming. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $190,181 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| EMILY WIERENGA | ||||
| PRESIDENT | 30.00 | $0 | $0 | $0 |
| ERICA HALE | ||||
| VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| TRICIA SIMMONS | ||||
| TRESURER | 2.00 | $0 | $0 | $0 |
| JEANNE DAMOFF | ||||
| SECRETARY | 2.00 | $0 | $0 | $0 |
| KAYLA NELSON | ||||
| CREATIVE DIRECTOR | 2.00 | $0 | $0 | $0 |
| SUSIE JACKSON | ||||
| DIRECTOR OF PARTNER CARE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRICIA SIMMONS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9808 DOLOMITE LANE | AddressLine1Txt |
| City | Sandy | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84094 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8016510189 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $212,182 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $182,929 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $246,048 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $126,946 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $137,255 | CurrentTaxYearAmt |
| Total | $905,360 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $212,182 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $182,929 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $246,048 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $126,946 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $137,255 | CurrentTaxYearAmt |
| Total | $905,360 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,937 | SubstantialContributorsTotAmt |
| Public Support Total170 | $899,423 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $46 | CurrentTaxYearAmt |
| Total | $46 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $905,406 | TotalSupportAmt |
| Public Support CY170 | 0.99340 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | List of grants and similar amounts paid Part I line 10 | FormAndLineReferenceDesc |
| Explanation | Activity DISTRIBUTION OF GRANTS Grantee A THOUSAND SHIPS LLC Street 916 COUNTY ROAD 1700 E City, State, Zip Eureka, IL 61530Relationship 3RD PARTY Amount 190,181 | ExplanationTxt |