TECHNICAL TRAINING FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TECHNICAL TRAINING FOUNDATION (EIN 04-2864138)
- Tax period
- 2022-09-01 to 2023-08-31
- Filed
- 2024-07-15
- IRS object ID
- 202421979349100727
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-15T12:50:43-05:00 | ReturnTs |
| Tax Period End | 2023-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042864138 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TECHNICAL TRAINING FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TECH | BusinessNameControlTxt |
| Phone | 9786851553 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CUMMINGS CENTER 427A | AddressLine1Txt |
| City | BEVERLY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01915 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE WRIGHT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9786851553 | PhoneNum |
| Signature | 2024-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUZANNE | PersonFirstNm |
| Person Last | WRIGHT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA J BERARD | PreparerPersonNm |
| PTIN | P00969175 | PTIN |
| Phone | 6172928400 | PhoneNum |
| Preparation | 2024-07-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $101,896,239 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $89,861 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $89,861 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,236,232 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,236,232 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,554,484 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,904,583 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,554,484 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,025,462 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $462 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,906,039 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,881,039 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $114,293 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $28,587 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $85,706 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $37,518 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9,384 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $28,134 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $397,279 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $397,279 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,979 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,990 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,990 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,668 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $37,668 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $85,169 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,169 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $9,889 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $9,889 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,684 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,098 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,586 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $730,479 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,228 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $586,252 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,377,486 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,377,486 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,107,965 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,228 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,963,738 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,798,074 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,804,811 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,829 | CashBOYAmt |
| Cash EOY | $95,722 | CashEOYAmt |
| Cash EOYFMV | $95,722 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $215,096 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $239,200 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $215,096 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $215,096 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $6,175 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,175 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,175 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $44,232,154 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,912,364 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $76,053,980 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,184,984 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,318,863 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,269,857 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,874,032 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,865,149 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,255,409 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $51,546,374 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,413,369 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $101,896,239 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $64,494 | AccountsPayableBOYAmt |
| Accounts Payable EOY | -$3,077 | AccountsPayableEOYAmt |
| Other Liabilities BOY | -$19,557 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $39,416 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $44,937 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36,339 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $51,501,437 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $56,377,030 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $51,501,437 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $56,377,030 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $51,546,374 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $56,413,369 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $51,501,437 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,798,074 | ExcessRevenueOverExpensesAmt |
| Other Increases | $77,519 | OtherIncreasesAmt |
| Subtotal | $56,377,030 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $56,377,030 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY-TRADED SECURITIES | P | $10,801,020 | $8,534,727 | $2,266,293 | $2,266,293 |
| PUBLICLY-TRADED SECURITIES | P | $2,974,956 | $1,815,372 | $1,159,584 | $1,159,584 |
| CAPITAL GAINS DIVIDENDS | P | $128,607 | $128,607 | $128,607 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,554,484 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $80,687 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $80,687 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $80,687 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $48,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $27,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $75,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,275 | EsPenaltyAmt |
| Tax Due | $6,962 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUZANNE WRIGHT | IndividualWithBooksNm |
| Phone | 9786851553 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CUMMINGS CENTER NO 427A | AddressLine1Txt |
| City | BEVERLY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01915 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WENSLEY HEFNI | ||||||||
| 100 CUMMINGS CENTER 427A | BEVERLY | MA | 01915 | TRUSTEE | 20.00 | $0 | $0 | $0 |
| SUZANNE WRIGHT | ||||||||
| 100 CUMMINGS CENTER 427A | BEVERLY | MA | 01915 | TRUSTEE | 20.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MATIULLAH AMIN | ||||||||
| 18 MILL STREET | WILLIAMSTOWN | MA | 01267 | DIRECTOR OF OPERATIO | 40.00 | $72,173 | $0 | $0 |
| VICKY GARCIA GARCIA | ||||||||
| 31 NEW STREET | HAVERHILL | MA | 01830 | BOOKKEEPER | 40.00 | $42,120 | $1,240 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENBURG GLUSKER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 CENTURY PARK E 2600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL | ServiceTypeTxt |
| Compensation | $342,573 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $93,148,581 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $78,873 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $93,227,454 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $93,227,454 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,398,412 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $91,829,042 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,591,452 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,591,452 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $80,687 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $80,687 | TotalTaxAmt |
| Distributable Before Adj | $4,510,765 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,510,765 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,510,765 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,963,738 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,963,738 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,510,765 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $278,626 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $240,236 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $518,862 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,963,738 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,510,765 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $452,973 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $971,835 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $971,835 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $278,626 | ExcessFromYear3Amt |
| Excess From Year1 | $240,236 | ExcessFromYear1Amt |
| Excess From Current Year | $452,973 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUZANNE WRIGHT CO TECHNICAL TRAININ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 HIGH STREET STE 308 | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9786851553 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | SCIENTIFIC AND TECHNICAL TRAINING EDUCATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA SCIENCE CENTER FOUNDATION | |||||||||
| 700 EXPOSITION PARK DRIVE | LOS ANGELES | CA | 90037 | PC | GRANTS | $50,000 | |||
| CALIFORNIA SCIENCE CENTER FOUNDATION | |||||||||
| 700 EXPOSITION PARK DRIVE | LOS ANGELES | CA | 90037 | PC | GRANTS | $260,000 | |||
| EMPOWERS AFRICA | |||||||||
| 2 BEEKMAN PL STE 18B | NEW YORK | NY | 10022 | PC | GRANTS | $200,000 | |||
| EMPOWERS AFRICA | |||||||||
| 2 BEEKMAN PL STE 18B | NEW YORK | NY | 10022 | PC | GRANTS | $125,000 | |||
| NOTRE DAME HIGH SCHOOL | |||||||||
| 303 HAVERHILL ST | LAWRENCE | MA | 01841 | PC | GRANTS | $256,000 | |||
| NOTRE DAME HIGH SCHOOL | |||||||||
| 303 HAVERHILL ST | LAWRENCE | MA | 01841 | PC | GRANTS | $300,000 | |||
| NOTRE DAME HIGH SCHOOL | |||||||||
| 303 HAVERHILL ST | LAWRENCE | MA | 01841 | PC | GRANTS | $200,000 | |||
| SOLA I CAN FOUNDATION | |||||||||
| 8629 S VERMONT AVE | LOS ANGELES | CA | 90044 | PC | GRANTS | $35,000 | |||
| SOLA I CAN FOUNDATION | |||||||||
| 8629 S VERMONT AVE | LOS ANGELES | CA | 90044 | PC | GRANTS | $500,000 | |||
| VERBUM DEI HIGH SCHOOL | |||||||||
| 11100 SOUTH CENTRAL AVE | LOS ANGELES | CA | 90059 | PC | GRANTS | $76,500 | |||
| WINDHAM WOODS SCHOOL | |||||||||
| 39 ROULSTON ROAD | WINDHAM | NH | 03087 | PC | GRANTS | $700,000 | |||
| WINDHAM WOODS SCHOOL | |||||||||
| 39 ROULSTON ROAD | WINDHAM | NH | 03087 | PC | GRANTS | $275,000 | |||
| CALIFORNIA SCIENCE CENTER FOUNDATION | |||||||||
| 700 EXPOSITION PARK DRIVE | LOS ANGELES | CA | 90037 | PC | GRANTS | $25,000 | |||
| CALIFORNIA SCIENCE CENTER FOUNDATION | |||||||||
| 700 EXPOSITION PARK DRIVE | LOS ANGELES | CA | 90037 | PC | GRANTS | $333,333 | |||
| CALIFORNIA SCIENCE CENTER FOUNDATION | |||||||||
| 700 EXPOSITION PARK DRIVE | LOS ANGELES | CA | 90037 | PC | GRANTS | $25,000 | |||
| SOLA I CAN FOUNDATION | |||||||||
| 8629 S VERMONT AVE | LOS ANGELES | CA | 90044 | PC | GRANTS | $1,000,000 | |||
| CERTA FOUNDATION | |||||||||
| PC | GRANTS | $16,653 | 23 KN 4 AVE | KIGALI | RW | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,377,486 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,861 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,236,232 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $4,025,462 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,554,484 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,906,039 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,906,039 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $29,979 | Amt |
| Net Investment Income | $14,990 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,990 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | ELECTION UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY EXCESS QUALIFYING DISTRIBUTIONS TO PRIOR YEAR'S UNDISTRIBUTED INCOME.PURSUANT TO TREASURY REGS. SECTION 53.4942(A)-3(D)(2) AND UNDER SECTION 6033, THE ORGANIZATION HEREBY ELECTS TO APPLY ALL OF THE REMAINING QUALIFIED DISTRIBUTIONS MADE FOR THE YEAR ENDED 8/31/18 FIRST TO THE PREVIOUSLY UNDISTRIBUTED INCOME FROM THE YEAR ENDED 8/31/15. | ElectionDesc |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF PART XII | FormAndLineReferenceDesc |
| Medium Explanation | TAXPAYER IS ADJUSTING ITS 2021 FORM 990-PF TO REPORT LEGAL FEES THAT WERE NOT PREVIOUSLY REPORTED AS A CHARITABLE DISBURSEMENT IN THE RETURN AS ORIGINALLY FILED FOR FISCAL YEAR ENDED AUGUST 31, 2022. TAXPAYER HAD LEGAL EXPENSES OF $185,663 IN THAT WERE REASONABLE AND NECESSARY TO ACCOMPLISH THE FOUNDATION'S TAX-EXEMPT PURPOSE, HOWEVER THE FEES WERE INADVERTANTLY NOT INCLUDED AS A CHARITABLE DISBURSEMENT.FORM 990-PF PART XII UNDISTRIBUTED INCOME HAS BEEN ADJUSTED ON LINE 3, EXCESS DISTRIBUTION CARRYOVER, TO REFLECT AN INCREASE TO THE EXCESS CARRYOVER APPLIED FROM 2021 TO REFLECT THE CORRECT AMOUNT OF $240,236. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $11,318,863 | EOYBookValueAmt |
| EOYFMV | $11,269,857 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEIBERT PORTFOLIO | StockNm |
| EOY Book Value | $39,912,364 | EOYBookValueAmt |
| EOYFMV | $76,053,980 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $4,793,345 | $14,183,605 |
| BOND INTEREST ACCRUED | AT COST | $10,369 | $10,369 |
| DIVIDENDS ACCRUED | AT COST | $61,435 | $61,435 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $397,279 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $397,279 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $2,083 | $2,083 | $0 |
| UTILITIES | $6,074 | $3,037 | $3,037 |
| GENERAL OFFICE EXPENSES | $10,422 | $975 | $9,447 |
| BUSINESS REGISTRATION FEES | $75 | $0 | $75 |
| POSTAGE AND DELIVERY | $30 | $3 | $27 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $462 | $462 | $462 |
| OTHER INCOME | $4,025,000 | $0 | $4,025,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT | Desc |
| Amt | $77,519 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO IRS | Desc |
| BOY Book Value | -$19,557 | BOYBookValueAmt |
| EOY Book Value | $39,416 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $37,668 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,668 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX FORM 990-PF | $68,000 | $0 | $0 |
| FOREIGN TAX WITHHELD | $17,169 | $17,169 | $0 |
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