EDUCATIONAL AND CHARITABLE FOUNDATION: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EDUCATIONAL AND CHARITABLE FOUNDATION (EIN 54-2056590)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201521359349200537
- Schema version
- 2014v5.0
- 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 | 2015-05-15T09:25:09-04:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061752005 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Orr-McIntyre & Associates LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9722 Groffs Mill Drive Ste 231 | AddressLine1Txt |
| City | Owings Mills | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 542056590 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Educational and Charitable Foundation of LKO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDUC | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 842 | AddressLine1Txt |
| City | Merrifield | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sandra Graham | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 7032835500 | PhoneNum |
| Signature | 2015-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tina McIntyre | PreparerPersonNm |
| PTIN | P00274963 | PTIN |
| Phone | 8776622970 | PhoneNum |
| Preparation | 2015-05-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | www.ecf-lko.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $83,761 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $26,445 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $5 | InvestmentIncomeAmt |
| Fundraising Gross Income | $56,928 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $46,065 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $10,863 | SpecialEventsNetIncomeLossAmt |
| Other Revenue Total | $383 | OtherRevenueTotalAmt |
| Total Revenue | $37,696 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $17,900 | GrantsAndSimilarAmountsPaidAmt |
| Occupancy Rent Utlts And Maint | $870 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $20 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $6,697 | OtherExpensesTotalAmt |
| Total Expenses | $25,487 | TotalExpensesAmt |
| Excess Or Deficit For Year | $12,209 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $90,796 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $103,005 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,796 | BOYAmt |
| EOY | $103,005 | 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 | $90,796 | BOYAmt |
| EOY | $103,005 | 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 | $90,796 | BOYAmt |
| EOY | $103,005 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Provide education & charitable services | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| Supported the education and lifelong learning of youth in the community by awarding grants fellowship stipends and other awards to deserving students | $47,703 | $56,194 |
| Contributed to the health well-being and betterment of the community through initiatives for young ladies and low-income mothers such as Stop Hunger Now and Foundations | $8,625 | $8,843 |
| Provided support for cancer research through donations to Relay for Life and provided support to cancer patients by making and donating Kozy Kerchiefs | $600 | $1,701 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $66,738 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Adrienne Rhone | ||||
| President | 4.00 | $0 | $0 | $0 |
| Tiffany Smith | ||||
| Vice President | 2.00 | $0 | $0 | $0 |
| Monica Lewis | ||||
| Secretary | 2.00 | $0 | $0 | $0 |
| Charlette Watkins | ||||
| Financial Secretary | 7.00 | $0 | $0 | $0 |
| Sandra Graham | ||||
| Treasurer | 8.00 | $0 | $0 | $0 |
| Anita Taylor | ||||
| Director | 1.00 | $0 | $0 | $0 |
| Claudine Skinner | ||||
| Director | 1.00 | $0 | $0 | $0 |
| Renee Harrison | ||||
| Ex-Officio | 1.00 | $0 | $0 | $0 |
| Kimberly Highsmith | ||||
| Ex-Officio | 1.00 | $0 | $0 | $0 |
| Sherese Johnson | ||||
| Ex-Officio | 1.00 | $0 | $0 | $0 |
| Sharolyn Paschal | ||||
| Ex-Officio | 1.00 | $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 |
| 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 | Sandra Graham | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2924 Mother Well Court | AddressLine1Txt |
| City | Herndon | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20171 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7037428373 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,805 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,445 | CurrentTaxYearAmt |
| Total | $54,250 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $53,539 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,365 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,219 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,974 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,928 | CurrentTaxYearAmt |
| Total | $297,025 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,539 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,865 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,719 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,779 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83,373 | CurrentTaxYearAmt |
| Total | $351,275 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $351,275 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $36 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5 | CurrentTaxYearAmt |
| Total | $108 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $36 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5 | CurrentTaxYearAmt |
| Total | $108 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,539 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,901 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,813 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83,378 | CurrentTaxYearAmt |
| Total | $351,383 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99970 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99930 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00070 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Book Signing | Event1Nm |
| Gross Receipts Event1 | $46,698 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $46,698 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $36,354 | OtherDirectExpensesEvent1Amt |
| Event2 | OSJ Party | Event2Nm |
| Gross Receipts Event2 | $5,725 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $5,725 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $3,582 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $4,505 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $4,505 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $6,129 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $56,928 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $56,928 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $46,065 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $46,065 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $10,863 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Description of other revenue Part I line 8 | Description AmountPayPal Payback 365Credit Card Refund 18 |
| List of grants and similar amounts paid Part I line 10 | Activity Educational Grants & Awards Amount 17,900 |
| Description of other expenses Part I line 16 | Description AmountKozy Kerchief 954Emerging Young Leaders 1,166Foundations 653Pan Hellenic Scholarship Assessment 300Insurance 2,332Supplies 47State Registration 25Deposit Corrections 820Tax Preparation 400 |
Comments