LULAC OHIO EDUCATIONAL FOUNDATION: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LULAC OHIO EDUCATIONAL FOUNDATION (EIN 46-4819062)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-11-15
IRS object ID
202403209349209055
Schema version
2023v5.1
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

FieldValueIRS element (for citing)
Return2024-11-15T16:52:12-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN932220248PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHANI TAX & SERVICE LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14903 CLEVES WARSAW PIKEAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45238ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464819062EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LULAC OHIO EDUCATIONAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLULABusinessNameControlTxt
Phone5136088160PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 19057AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45219ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAURA MOESEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5136088160PhoneNum
Signature2024-11-14SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHANI MORRISPreparerPersonNm
PTINP02490807PTIN
Phone5135104443PhoneNum
Preparation2024-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$43,481GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$43,480ContributionsGiftsGrantsEtcAmt
Other Revenue Total$1OtherRevenueTotalAmt
Total Revenue$43,481TotalRevenueAmt
Grants And Similar Amounts Paid$18,000GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$8,025OtherExpensesTotalAmt
Total Expenses$26,025TotalExpensesAmt
Excess Or Deficit For Year$17,456ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$11,088NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$28,544NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$11,088BOYAmt
EOY$28,544EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,088BOYAmt
EOY$28,544EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$11,088BOYAmt
EOY$28,544EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeSUPPORT OF EDUCATION INCLUDING SCHOLARSHIPSPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc Accom32 Scholarships were given in September 2023DescriptionProgramSrvcAccomTxt
Grants And Allocations$43,480GrantsAndAllocationsAmt
Program Service Expenses$26,025ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$26,025TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
LAURA L MOESE
PRESIDENT5$0
KATHLEEN P YOUNG
SECRETARY4$0
CHANI MORRIS
TREASURER2$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCHANI MORRISPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14903 CLEVES WARSAW PIKEAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45238ZIPCd
FieldValueIRS element (for citing)
Phone5139395049PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year$43,480CurrentTaxYearAmt
Total$43,480TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year$43,480CurrentTaxYearAmt
Total$43,480TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$43,480PublicSupportTotal170Amt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$1,700CurrentTaxYearMinus1YearAmt
Current Tax Year$1CurrentTaxYearAmt
Total$1,701TotalAmt
FieldValueIRS element (for citing)
Total Support$45,181TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind
Public Support CY5090PublicSupportCY509Pct
Public Support PY5090PublicSupportPY509Pct
Investment Income CY0InvestmentIncomeCYPct
Investment Income PY0InvestmentIncomePYPct

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line Reference2023 - Bank Fee $1.00FormAndLineReferenceDesc
Explanation2023 - Bank Fee $1.00ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, line 8Other Revenue: BANK INTEREST Amount: 1
Part I, line 10Activity: SCHOLARSHIPS Grantee Name: LNESC LULAC NATIONAL EDUCATIONAL S Grantee Address: 1776 EYE STREET SUITE 400 WASHINGTON DC 20006 Amount: 18000 Relationship:
Part I, line 16Description: CATERING GALA SCHOLARSHIP Amount: 4258
Part I, line 16Description: MUSICIANS GALA SCHOLARSHIP Amount: 400
Part I, line 16Description: NKY STUDENT UNION-GALA SCHOLARSHIP Amount: 225
Part I, line 16Description: LANGUAGE SERVICE - GALA SCHOLARSHIP Amount: 252
Part I, line 16Description: AB LINCE CONSULTING Amount: 400
Part I, line 16Description: ADVERTISEMENT Amount: 1243
Part I, line 16Description: FLORIST - GALA SCHOLARSHIP Amount: 505
Part I, line 16Description: OFFICE SUPPLIES Amount: 742

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