LULU TREE FOUNDATION: Form 990EZ, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LULU TREE FOUNDATION (EIN 47-4540407)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-11
- IRS object ID
- 202610709349201011
- Schema version
- 2025v4.0
- 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 | 2026-03-11T14:42:58-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2201 Washington Ave | AddressLine1Txt |
| City | Waco | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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) |
|---|---|---|
| In Care Of | % SUSIE JACKSON | InCareOfNm |
| Business Name Control | LULU | BusinessNameControlTxt |
| Phone | 5122178137 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 W CODY CIRCLE | AddressLine1Txt |
| City | South Jordan | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84095 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSIE JACKSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8016510189 | PhoneNum |
| Signature | 2026-03-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRITTANY BOYKIN | PreparerPersonNm |
| PTIN | P02505354 | PTIN |
| Phone | 2546005560 | PhoneNum |
| Preparation | 2026-03-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $178,779 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $177,742 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $1,037 | InvestmentIncomeAmt |
| Total Revenue | $178,779 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $146,036 | GrantsAndSimilarAmountsPaidAmt |
| Printing Publications Postage | $647 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $155,946 | OtherExpensesTotalAmt |
| Total Expenses | $302,629 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$123,850 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $264,036 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $140,186 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,036 | BOYAmt |
| EOY | $140,186 | 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 | $264,036 | BOYAmt |
| EOY | $140,186 | 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 | $264,036 | BOYAmt |
| EOY | $140,186 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | equipping families through the church | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | Training for tomorrow through education and discipleship training. We assist local pastors equip families with education, life skills, hygiene, farming, and discipleship. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $146,037 | GrantsAndAllocationsAmt |
| Foreign Grants | Yes (X) | ForeignGrantsInd |
| Program Service Expenses | $0 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 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 |
| JEANNE DAMOFF | ||||
| SECRETARY | 2.00 | $0 | $0 | $0 |
| KAYLA NELSON | ||||
| CREATIVE DIRECTOR | 2.00 | $0 | $0 | $0 |
| SUSIE JACKSON | ||||
| TREASURER | 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 | SUSIE JACKSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 W CODY CIRCLE | AddressLine1Txt |
| City | South Jordan | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84095 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5122178137 | 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 | $246,048 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $126,946 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $137,255 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $456,090 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $177,742 | CurrentTaxYearAmt |
| Total | $1,144,081 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $246,048 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $126,946 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $137,255 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $456,090 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $177,742 | CurrentTaxYearAmt |
| Total | $1,144,081 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $23,196 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,120,885 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $46 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $1,037 | CurrentTaxYearAmt |
| Total | $1,083 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,145,164 | TotalSupportAmt |
| Public Support CY170 | 0.97880 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87400 | PublicSupportPY170Pct |
| 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| List of grants and similar amounts paid Part I line 10 | Activity PROVIDE SUPPORT FOR FAMILIES IN NEED THRU CHURCH Grantee RANJITH ISAAC Street H 88, S2, 1ST SEAWARD ROAD City, Province, Country, Postal VALMIKI NAGAR, THIRUVANMIYUR, CHENNAI India 600041Amount 128,796Activity PROVIDE SUPPORT FOR FAMILIES IN NEED THRU CHURCH Grantee THE NEW RUACH CHRISTIAN CHURCH Street 17555 SOUTH HARRELLS FERRY RD City, State, Zip Baton Rouge, LA 70816Amount 17,240 |
| Description of other expenses Part I line 16 | Description AmountBANK CHARGES 400LEGAL & PROF FEES 152,081TRAVEL 3,465 |