Lulu Tree Foundation

Analysis

Lulu Tree Foundation is a registered charity in United States, based in South Jordan, UT. It received its IRS tax-exemption ruling in December 2015, 11 years ago. Its declared purposes cover international, foreign affairs and national security, which this site groups under overseas aid and international. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Lulu Tree Foundation reported income of $137k and spending of $191k, spending 139% of what it took in. Across the 4 years on record, from December 2019 to December 2023, income fell from $212k to $137k (-35%), an average of -14% a year. The sharpest change came in the year to December 2022, when income dropped by 48%. Over the whole period it spent 92% of the income it received.

Among 10,317 United States charities whose main cause is overseas aid and international and that reported income, Lulu Tree Foundation sits at the 42nd percentile: it is larger than about 42% of them. Against every charity in United States with reported income it ranks in the 45th percentile, and in the 43rd percentile within UT. Charities of a similar size with the same main cause include 33 Spine Align Inc ($137k), Institute for Cacao and Chocolate Research Inc ($137k) and Crossroads Mission Haiti ($137k).

On its Form 990-EZ for the period ending December 2023, revenue came from contributions and grants 100% of the total. At year end it held assets of $44k against liabilities of $0, net assets of $44k.