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INCHARGE EDUCATION FOUNDATION, INC. - Florida Company Profile

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Company Details

Entity Name: INCHARGE EDUCATION FOUNDATION, INC.
Jurisdiction: FLORIDA
Filing Type: Foreign Non-Profit
Status: Active
Date Filed: 01 Oct 2003 (22 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 02 Mar 2004 (21 years ago)
Document Number: F03000004881
FEI/EIN Number 20-0152720
Address: 5750 MAJOR BLVD., ORLANDO, FL, 32819, US
Mail Address: 5750 MAJOR BLVD., ORLANDO, FL, 32819, US
ZIP code: 32819
City: Orlando
County: Orange
Place of Formation: DELAWARE

Key Officers & Management

Name Role Address
Roney Loretta Treasurer 5750 Major Blvd, Orlando, FL, 32819
CARLSON KAREN President 5750 Major Blvd, Orlando, FL, 32819
- Agent -

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2014-04-22 5750 MAJOR BLVD., SUITE 310, ORLANDO, FL 32819 -
CHANGE OF MAILING ADDRESS 2014-04-22 5750 MAJOR BLVD., SUITE 310, ORLANDO, FL 32819 -
NAME CHANGE AMENDMENT 2004-03-02 INCHARGE EDUCATION FOUNDATION, INC. -

Documents

Name Date
ANNUAL REPORT 2025-01-10
ANNUAL REPORT 2024-02-15
ANNUAL REPORT 2023-04-24
ANNUAL REPORT 2022-04-19
ANNUAL REPORT 2021-04-28
ANNUAL REPORT 2020-04-30
ANNUAL REPORT 2019-01-21
ANNUAL REPORT 2018-01-24
AMENDED ANNUAL REPORT 2017-08-18
ANNUAL REPORT 2017-04-12

Trademarks

Serial Number:
90572907
Mark:
MILITARY MONEY MINUTES
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2021-03-11
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
MILITARY MONEY MINUTES

Goods And Services

For:
Educational services, namely, a continuing program about personal finance, including debt, home ownership, medical bills, income and benefits, taxes, automobiles, budgeting, savings, investment, insurance, retirement, bankruptcy, credit, identity theft, and career opportunities accessible by radio a...
First Use:
2005-01-01
International Classes:
041 - Primary Class
Class Status:
Active
Serial Number:
90572841
Mark:
MILITARY MONEY
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2021-03-11
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
MILITARY MONEY

Goods And Services

For:
Educational services, namely, a continuing program about home ownership, income and benefits, taxes, debt counseling, automobiles, budgeting, savings and investment, retirement, bankruptcy, personal credit, identity theft, debt education, career opportunities and personal finance accessible by radio...
First Use:
2010-10-01
International Classes:
041 - Primary Class
Class Status:
Active
Serial Number:
78952325
Mark:
COPE SCALE
Status:
CANCELLED - SECTION 8
Mark Type:
TRADEMARK
Application Filing Date:
2006-08-15
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
COPE SCALE

Goods And Services

For:
Questionnaires on personal finance for use in assessing the financial wellness of individual consumers and to identify individual consumers who are in financial distress
First Use:
2006-06-13
International Classes:
016 - Primary Class
Class Status:
Sec. 8 – Entire Registration
Serial Number:
78952288
Mark:
COPE SCALE
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2006-08-15
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
COPE SCALE

Goods And Services

For:
Conducting personal financial surveys and analyzing results to assess the financial wellness of individual consumers and to identify individual consumers who are in financial distress, all of the foregoing provided by the telephone, in writing, via the internet and/or electronic means
First Use:
2006-04-28
International Classes:
035 - Primary Class
Class Status:
Sec. 8 – Entire Registration
Serial Number:
78919608
Mark:
MEMBERSMART
Status:
CANCELLED - SECTION 8
Mark Type:
TRADEMARK, SERVICE MARK
Application Filing Date:
2006-06-29
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
MEMBERSMART

Goods And Services

For:
Educational services, namely, providing seminars and workshops to consumers regarding personal finances, financial literacy and debt management and distributing course materials in conjunction therewith and educational services in the nature of online classes, seminars and e-learning programs in the...
First Use:
2006-05-31
International Classes:
041 - Primary Class
Class Status:
Sec. 8 – Entire Registration
For:
Printed educational and teaching materials for use in educating individual consumers regarding personal finances, financial literacy and debt management
First Use:
2006-05-31
International Classes:
016 - Primary Class
Class Status:
Sec. 8 – Entire Registration
For:
Providing information to consumers regarding personal finances, financial literacy and debt management and providing information to consumers regarding personal finances, financial literacy and debt management via a global computer network
First Use:
2006-05-31
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration

Tax Exempt

Employer Identification Number (EIN) :
20-0152720
In Care Of Name:
% PRESIDENT
Classification:
Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Ruling Date:
2007-02
National Taxonomy Of Exempt Entities:
Human Services: Financial Counseling
Deductibility:
Type of organization and use of contribution: A supporting organization, unspecified type. Deductibility Limitation: 50% (60% for cash contributions)

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Date of last update: 01 Jul 2025

Sources: Florida Department of State