LULU TREE FOUNDATION: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LULU TREE FOUNDATION (EIN 47-4540407)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-14
- IRS object ID
- 202141049349200729
- Schema version
- 2020v4.0
- 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 | 2021-04-14T14:17:39-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 |
| Phone | 7819421781 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 452 Franklin Street | AddressLine1Txt |
| City | Reading | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01867 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joanne Viola | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2021-04-14 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Joanne | PersonFirstNm |
| Person Last | Viola | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $182,929 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $182,929 | ContributionsGiftsGrantsEtcAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $182,929 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $192,195 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $6,974 | OtherExpensesTotalAmt |
| Total Expenses | $199,169 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$16,240 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $18,923 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,683 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,923 | BOYAmt |
| EOY | $2,683 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,923 | BOYAmt |
| EOY | $2,683 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,923 | BOYAmt |
| EOY | $2,683 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | To prevent tomorrow's orphans by equipping today's families through the local church. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Foreign GrantsForeignGrantsInd | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|---|
| Investing in Today through Micro-loans & Subsidiaries -- We help pastors give business and agriculatural subsidies to increase the capital of vulnerable breadwinners, enabling them to not only care for their own family's basic needs like food, hygiene, school fees, and shelter, but to eventually help others. | $59,404 | Yes (X) | $59,404 |
| Training for Tomorrow through Education & Discipleship Training -- We assist local pastors who are equipping vulnerable families with education, life skills, hygiene, farming, and discipleship; we also equip these pastors with biblical training and resources to help them better care for their congregations and communities | $52,276 | Yes (X) | $52,276 |
| Redeeming the Past through Agriculture & Livestock -- We provide the equipment, land and livestock necessary for communities to do sustainable farming in the hopes of feeding their families through the famine seasons. | $80,515 | Yes (X) | $80,515 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $192,195 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Emily Wierenga | ||
| President | 35.00 | $0 |
| Jeanne Damoff | ||
| Secretary | 5.00 | $0 |
| Joanne Viola | ||
| Treasurer | 10.00 | $0 |
| Erica Hale | ||
| Vice President | 10.00 | $0 |
| Tricia Simmons | ||
| Director | 5.00 | $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 |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joanne Viola | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 452 Franklin Street | AddressLine1Txt |
| City | Reading | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01867 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7819421781 | 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 | $129,317 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $115,058 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $207,726 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $212,182 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $182,929 | CurrentTaxYearAmt |
| Total | $847,212 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $129,317 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $115,058 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $207,726 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $212,182 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $182,929 | CurrentTaxYearAmt |
| Total | $847,212 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $847,212 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $847,212 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
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 (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.1 | | Donee's Name: The Lulu Tree | Relationship of Donee: Supported organization | Cash Amount Given: $76683 |
| Grants and Similar Amounts Paid In Excess of $5,000.2 | | Donee's Name: The Lulu Tree | Relationship of Donee: Supported organization | Cash Amount Given: $34452 |
| Grants and Similar Amounts Paid In Excess of $5,000.3 | | Donee's Name: The Lulu Tree | Relationship of Donee: Supported organization | Cash Amount Given: $50937 |
| Grants and Similar Amounts Paid In Excess of $5,000.4 | | Donee's Name: The Lulu Tree | Relationship of Donee: Supported organization | Cash Amount Given: $30123 |
| Other Expenses.1001 | Advertising and Promotion $289 |
| Other Expenses.1002 | Office Expenses $160 |
| Other Expenses.1005 | Travel $3070 |
| Other Expenses.1 | Bank and credit card fees $3455 |
| Part I, Line 16, Other Expenses | Includes transction fees for accepting donations, bank wire transer fees, and accounting costs |