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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-07-15T12:50:43-05:00ReturnTs
Tax Period End2023-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1125 HIGH STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042864138EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TECHNICAL TRAINING FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTECHBusinessNameControlTxt
Phone9786851553PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 CUMMINGS CENTER 427AAddressLine1Txt
CityBEVERLYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01915ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUZANNE WRIGHTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9786851553PhoneNum
Signature2024-07-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUZANNEPersonFirstNm
Person LastWRIGHTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA J BERARDPreparerPersonNm
PTINP00969175PTIN
Phone6172928400PhoneNum
Preparation2024-07-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$101,896,239FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$89,861InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$89,861InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,236,232DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,236,232DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,554,484NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,904,583GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,554,484CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4,025,462OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$462OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$9,906,039TotalRevAndExpnssAmt
Total Net Invst Incm$5,881,039TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$114,293OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$28,587OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$85,706OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$37,518PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$9,384PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$28,134PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$397,279LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$397,279LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$29,979AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$14,990AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$14,990AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$37,668OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$37,668OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$85,169TaxesRevAndExpnssAmt
Taxes Net Invst Incm$17,169TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$9,889OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$9,889OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$18,684OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,098OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$12,586OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$730,479TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$76,228TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$586,252TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,377,486ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,377,486ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,107,965TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$76,228TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,963,738TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,798,074ExcessRevenueOverExpensesAmt
Net Investment Income$5,804,811NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,829CashBOYAmt
Cash EOY$95,722CashEOYAmt
Cash EOYFMV$95,722CashEOYFMVAmt
Other Nts And Loans Rcvbl$215,096OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$239,200OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$215,096OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$215,096OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$6,175PrepaidExpensesBOYAmt
Prepaid Expenses EOY$6,175PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$6,175PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$44,232,154CorporateStockBOYAmt
Corporate Stock EOY$39,912,364CorporateStockEOYAmt
Corporate Stock EOYFMV$76,053,980CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,184,984CorporateBondsBOYAmt
Corporate Bonds EOY$11,318,863CorporateBondsEOYAmt
Corporate Bonds EOYFMV$11,269,857CorporateBondsEOYFMVAmt
Other Investments BOY$4,874,032OtherInvestmentsBOYAmt
Other Investments EOY$4,865,149OtherInvestmentsEOYAmt
Other Investments EOYFMV$14,255,409OtherInvestmentsEOYFMVAmt
Total Assets BOY$51,546,374TotalAssetsBOYAmt
Total Assets EOY$56,413,369TotalAssetsEOYAmt
Total Assets EOYFMV$101,896,239TotalAssetsEOYFMVAmt
Accounts Payable BOY$64,494AccountsPayableBOYAmt
Accounts Payable EOY-$3,077AccountsPayableEOYAmt
Other Liabilities BOY-$19,557OtherLiabilitiesBOYAmt
Other Liabilities EOY$39,416OtherLiabilitiesEOYAmt
Total Liabilities BOY$44,937TotalLiabilitiesBOYAmt
Total Liabilities EOY$36,339TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$51,501,437NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$56,377,030NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$51,501,437TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$56,377,030TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$51,546,374TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$56,413,369TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$51,501,437TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,798,074ExcessRevenueOverExpensesAmt
Other Increases$77,519OtherIncreasesAmt
Subtotal$56,377,030SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$56,377,030TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY-TRADED SECURITIESP$10,801,020$8,534,727$2,266,293$2,266,293
PUBLICLY-TRADED SECURITIESP$2,974,956$1,815,372$1,159,584$1,159,584
CAPITAL GAINS DIVIDENDSP$128,607$128,607$128,607
FieldValueIRS element (for citing)
Capital Gain Net Income$3,554,484CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$80,687InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$80,687SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$80,687TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$48,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$27,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$75,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1,275EsPenaltyAmt
Tax Due$6,962TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSUZANNE WRIGHTIndividualWithBooksNm
Phone9786851553PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 CUMMINGS CENTER NO 427AAddressLine1Txt
CityBEVERLYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01915ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WENSLEY HEFNI
100 CUMMINGS CENTER 427ABEVERLYMA01915TRUSTEE20.00$0$0$0
SUZANNE WRIGHT
100 CUMMINGS CENTER 427ABEVERLYMA01915TRUSTEE20.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
MATIULLAH AMIN
18 MILL STREETWILLIAMSTOWNMA01267DIRECTOR OF OPERATIO40.00$72,173$0$0
VICKY GARCIA GARCIA
31 NEW STREETHAVERHILLMA01830BOOKKEEPER40.00$42,120$1,240$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREENBURG GLUSKERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12049 CENTURY PARK E 2600AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Service TypeLEGALServiceTypeTxt
Compensation$342,573CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$93,148,581AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$78,873AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$93,227,454TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$93,227,454AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,398,412CashDeemedCharitableAmt
Net Vl Noncharitable Assets$91,829,042NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,591,452MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,591,452MinimumInvestmentReturnAmt
Tax Based On Investment Income$80,687TaxBasedOnInvestmentIncomeAmt
Total Tax$80,687TotalTaxAmt
Distributable Before Adj$4,510,765DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,510,765DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,510,765DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,963,738ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,963,738QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,510,765DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$278,626ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$240,236ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$518,862TotalExcessDistributionCyovAmt
Qualifying Distributions$4,963,738QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,510,765AppliedToCurrentYearAmt
Remaining Distri From Corpus$452,973RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$971,835TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$971,835ExcessDistriCyovToNextYrAmt
Excess From Year3$278,626ExcessFromYear3Amt
Excess From Year1$240,236ExcessFromYear1Amt
Excess From Current Year$452,973ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSUZANNE WRIGHT CO TECHNICAL TRAININRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14 HIGH STREET STE 308AddressLine1Txt
CityNORTH ANDOVERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01845ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9786851553RecipientPhoneNum
Form And Info And MaterialsWRITTEN REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsSCIENTIFIC AND TECHNICAL TRAINING EDUCATIONRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCd
CALIFORNIA SCIENCE CENTER FOUNDATION
700 EXPOSITION PARK DRIVELOS ANGELESCA90037PCGRANTS$50,000
CALIFORNIA SCIENCE CENTER FOUNDATION
700 EXPOSITION PARK DRIVELOS ANGELESCA90037PCGRANTS$260,000
EMPOWERS AFRICA
2 BEEKMAN PL STE 18BNEW YORKNY10022PCGRANTS$200,000
EMPOWERS AFRICA
2 BEEKMAN PL STE 18BNEW YORKNY10022PCGRANTS$125,000
NOTRE DAME HIGH SCHOOL
303 HAVERHILL STLAWRENCEMA01841PCGRANTS$256,000
NOTRE DAME HIGH SCHOOL
303 HAVERHILL STLAWRENCEMA01841PCGRANTS$300,000
NOTRE DAME HIGH SCHOOL
303 HAVERHILL STLAWRENCEMA01841PCGRANTS$200,000
SOLA I CAN FOUNDATION
8629 S VERMONT AVELOS ANGELESCA90044PCGRANTS$35,000
SOLA I CAN FOUNDATION
8629 S VERMONT AVELOS ANGELESCA90044PCGRANTS$500,000
VERBUM DEI HIGH SCHOOL
11100 SOUTH CENTRAL AVELOS ANGELESCA90059PCGRANTS$76,500
WINDHAM WOODS SCHOOL
39 ROULSTON ROADWINDHAMNH03087PCGRANTS$700,000
WINDHAM WOODS SCHOOL
39 ROULSTON ROADWINDHAMNH03087PCGRANTS$275,000
CALIFORNIA SCIENCE CENTER FOUNDATION
700 EXPOSITION PARK DRIVELOS ANGELESCA90037PCGRANTS$25,000
CALIFORNIA SCIENCE CENTER FOUNDATION
700 EXPOSITION PARK DRIVELOS ANGELESCA90037PCGRANTS$333,333
CALIFORNIA SCIENCE CENTER FOUNDATION
700 EXPOSITION PARK DRIVELOS ANGELESCA90037PCGRANTS$25,000
SOLA I CAN FOUNDATION
8629 S VERMONT AVELOS ANGELESCA90044PCGRANTS$1,000,000
CERTA FOUNDATION
PCGRANTS$16,65323 KN 4 AVEKIGALIRW
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,377,486TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$89,861ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,236,232ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$4,025,462ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,554,484ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$9,906,039ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,906,039TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$29,979Amt
Net Investment Income$14,990NetInvestmentIncomeAmt
Disbursements Charitable Prps$14,990DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionELECTION 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

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF PART XIIFormAndLineReferenceDesc
Medium ExplanationTAXPAYER 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

FieldValueIRS element (for citing)
BondBONDSBondNm
EOY Book Value$11,318,863EOYBookValueAmt
EOYFMV$11,269,857EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEIBERT PORTFOLIOStockNm
EOY Book Value$39,912,364EOYBookValueAmt
EOYFMV$76,053,980EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSAT COST$4,793,345$14,183,605
BOND INTEREST ACCRUEDAT COST$10,369$10,369
DIVIDENDS ACCRUEDAT COST$61,435$61,435

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$397,279LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$397,279DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements 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)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME$462$462$462
OTHER INCOME$4,025,000$0$4,025,000

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENTDesc
Amt$77,519Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO IRSDesc
BOY Book Value-$19,557BOYBookValueAmt
EOY Book Value$39,416EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$37,668Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$37,668DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL INCOME TAX FORM 990-PF$68,000$0$0
FOREIGN TAX WITHHELD$17,169$17,169$0

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