BETA

TECHNICAL TRAINING FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
TECHNICAL TRAINING FOUNDATION (EIN 04-2864138)
Tax period
2020-09-01 to 2021-08-31
Filed
2022-06-29
IRS object ID
202211809349100906
Schema version
2020v4.2
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)
Return2022-06-29T12:54:02-05:00ReturnTs
Tax Period End2021-08-31TaxPeriodEndDt

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 Begin2020-09-01TaxPeriodBeginDt

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 NO 427AAddressLine1Txt
CityBEVERLYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01915ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUZANNE WRIGHTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9786851553PhoneNum
Signature2022-06-28SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA J BERARDPreparerPersonNm
PTINP00969175PTIN
Phone6172928400PhoneNum
Preparation2022-06-28PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$104,141,822FMVAssetsEOYAmt
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$97,344InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$97,344InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,366,497DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,366,497DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,473,318NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,063,879GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,473,318CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$582OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$270OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,937,741TotalRevAndExpnssAmt
Total Net Invst Incm$2,937,429TotalNetInvstIncmAmt
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$114,257OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$28,794OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$85,463OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$37,856PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$9,540PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$28,316PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$186,585LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$34,725AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,600AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$24,125AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$500OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$37,537TaxesRevAndExpnssAmt
Taxes Net Invst Incm$24,537TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$12,300OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$12,300OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$22,779OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,920OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$15,860OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$446,539TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$80,391TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$166,564TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,310,395ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,310,395ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,756,934TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$80,391TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,476,959TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,819,193ExcessRevenueOverExpensesAmt
Net Investment Income$2,857,038NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$77,965CashBOYAmt
Cash EOY$128,933CashEOYAmt
Cash EOYFMV$128,933CashEOYFMVAmt
Other Nts And Loans Rcvbl$234,701OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$224,758OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$234,701OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$234,701OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$46,314,705CorporateStockBOYAmt
Corporate Stock EOY$43,265,053CorporateStockEOYAmt
Corporate Stock EOYFMV$88,270,151CorporateStockEOYFMVAmt
Corporate Bonds BOY$3,442,231CorporateBondsBOYAmt
Corporate Bonds EOY$2,799,168CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,927,609CorporateBondsEOYFMVAmt
Other Investments BOY$4,950,298OtherInvestmentsBOYAmt
Other Investments EOY$4,943,503OtherInvestmentsEOYAmt
Other Investments EOYFMV$12,574,253OtherInvestmentsEOYFMVAmt
Other Assets BOY$6,175OtherAssetsBOYAmt
Other Assets EOY$6,175OtherAssetsEOYAmt
Other Assets EOYFMV$6,175OtherAssetsEOYFMVAmt
Total Assets BOY$55,016,132TotalAssetsBOYAmt
Total Assets EOY$51,377,533TotalAssetsEOYAmt
Total Assets EOYFMV$104,141,822TotalAssetsEOYFMVAmt
Accounts Payable BOY$14,484AccountsPayableBOYAmt
Accounts Payable EOY$58,265AccountsPayableEOYAmt
Other Liabilities BOY-$40,433OtherLiabilitiesBOYAmt
Other Liabilities EOY-$13,720OtherLiabilitiesEOYAmt
Total Liabilities BOY-$25,949TotalLiabilitiesBOYAmt
Total Liabilities EOY$44,545TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$55,042,081NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$51,332,988NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$55,042,081TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$51,332,988TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$55,016,132TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$51,377,533TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$55,042,081TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,819,193ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$53,222,888SubtotalAmt
Other Decreases$1,889,900OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$51,332,988TotNetAstOrFundBalancesEOYAmt

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
MURIEL SIEBERT STCGP$956,197$966,434-$10,237-$10,237
MURIEL SIEBERT LTCGP$2,693,105$1,624,127$1,068,978$1,068,978
CAPITAL GAINS DIVIDENDSP$414,577$414,577$414,577
FieldValueIRS element (for citing)
Capital Gain Net Income$1,473,318CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$39,713InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$39,713SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$39,713TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$53,483EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$18,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$71,483TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$31,770OverpaymentAmt
Applied To ES Tax$31,770AppliedToESTaxAmt
Refund$0RefundAmt

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 CENTERAddressLine1Txt
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 OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
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
75 WEST STREETBEVERLYMA01915TRUSTEE20.00$0$0$0
SUZANNE WRIGHT
75 WEST STREETBEVERLYMA01915TRUSTEE20.00$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$70,837$0$0
VICKY GARCIA GARCIA
31 NEW STREETHAVERHILLMA01830BOOKKEEPER40.00$43,420$1,303$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
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$93,292,784AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$58,114AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$93,350,898TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$93,350,898AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,400,263CashDeemedCharitableAmt
Net Vl Noncharitable Assets$91,950,635NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,597,532MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,597,532MinimumInvestmentReturnAmt
Tax Based On Investment Income$39,713TaxBasedOnInvestmentIncomeAmt
Total Tax$39,713TotalTaxAmt
Distributable Before Adj$4,557,819DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,557,819DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,557,819DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,476,959ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,476,959QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,476,959AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,557,819DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$278,626ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$278,626TotalExcessDistributionCyovAmt
Qualifying Distributions$4,476,959QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,476,959AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$80,860ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$80,860ExcessDistributionCyovAppCYAmt
Total Corpus$197,766TotalCorpusAmt
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$197,766ExcessDistriCyovToNextYrAmt
Excess From Year1$197,766ExcessFromYear1Amt

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 Line1100 CUMMINGS CENTER STE 427AAddressLine1Txt
CityBEVERLYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01915ZIPCd
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 (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CALIFORNIA SCIENCE CENTER FOUNDATION
700 EXPOSITION PARK DRIVELOS ANGELESCA90037PCGRANTS$25,000
CALIFORNIA SCIENCE CENTER FOUNDATION
700 EXPOSITION PARK DRIVELOS ANGELESCA90037PCGRANTS$15,000
CALIFORNIA SCIENCE CENTER FOUNDATION
700 EXPOSITION PARK DRIVELOS ANGELESCA90037PCGRANTS$333,333
EL-HEFNI EDUCATIONAL FOUNDATION
100 CUMMINGS CENTER STE 427ABEVERLYMA01915PCGRANTS$20,198
EMPOWERS AFRICA
2 BEEKMAN PL STE 18BNEW YORKNY10022PCGRANTS$100,000
EMPOWERS AFRICA
2 BEEKMAN PL STE 18BNEW YORKNY10022PCGRANTS$200,000
LANDMARK
PO BOX 227PRIDES CROSSINGMA01965PCGRANTS$333,333
NOTRE DAME HIGH SCHOOL
303 HAVERHILL STLAWRENCEMA01841PCGRANTS$200,000
NOTRE DAME HIGH SCHOOL
303 HAVERHILL STLAWRENCEMA01841PCGRANTS$100,000
NOTRE DAME HIGH SCHOOL
303 HAVERHILL STLAWRENCEMA01841PCGRANTS$200,000
SOLA I CAN FOUNDATION
8629 S VERMONT AVELOS ANGELESCA90044PCGRANTS$333,333
SOLA I CAN FOUNDATION
8629 S VERMONT AVELOS ANGELESCA90044PCGRANTS$300,000
VERBUM DEI HIGH SCHOOL
11100 SOUTH CENTRAL AVELOS ANGELESCA90059PCGRANTS$90,000
WINDHAM WOODS SCHOOL
39 ROULSTON ROADWINDHAMNH03087PCGRANTS$100,000
WINDHAM WOODS SCHOOL
39 ROULSTON ROADWINDHAMNH03087PCGRANTS$75,000
WINDHAM WOODS SCHOOL
39 ROULSTON ROADWINDHAMNH03087PCGRANTS$500,000
EL-HEFNI EDUCATIONAL FOUNDATION
100 CUMMINGS CENTER STE 427ABEVERLYMA01915PCGRANTS$20,198
NOTRE DAME HIGH SCHOOL
303 HAVERHILL STLAWRENCEMA01841PCGRANTS$1,000,000
SOLA I CAN FOUNDATION
8629 S VERMONT AVELOS ANGELESCA90044PCGRANTS$265,000
WINDHAM WOODS SCHOOL
39 ROULSTON ROADWINDHAMNH03087PCGRANTS$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,310,395TotalGrantOrContriPdDurYrAmt
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$97,344ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,366,497ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$582ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,473,318ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,937,741ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,937,741TotalIncomeProducingActyAmt

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$34,725Amt
Net Investment Income$10,600NetInvestmentIncomeAmt
Disbursements Charitable Prps$24,125DisbursementsCharitablePrpsAmt

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

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmt
EL-HEFNI EDUCATIONAL FOUNDATION DBA QUARRYBROOK EXPERIENTIAL EDUCATION CE
100 CUMMINGS CENTER STE 427ABEVERLYMA019152021-01-12$30,000THE MAIN PURPOSE OF EL-HEFNI EDUCATIONAL FOUNDATION ("EL-HEFNI") WAS TO IMPROVE EDUCATION FOR CHILDREN, PARTICULARLY THOSE CHILDREN IN UNDERSERVED OR IMPOVERISHED AREAS, BY TRAINING TEACHERS IN INTERACTIVE, INQUIRY-BASED TEACHING METHODS THROUGH FIELD CLASSES FOR CHILDREN AND THEIR TEACHERS AND ALSO THROUGH CONTINUING EDUCATION CLASSES FOR TEACHERS. EL-HEFNI ENGAGED WITH FACULTY THROUGH PROFESSIONAL DEVELOPMENT, K-12 FIELD PROGRAMS, INTERNATIONAL PROGRAMS, AND CONSTANT CURRICULUM DEVELOPMENT TO SHOWCASE ACTIVE OUTDOOR LEARNING. THE PROGRAM HIGHLIGHTED ALTERNATIVE LEARNING MODELS AND DEMONSTRATED THAT NATIONAL AND INTERNATIONAL EDUCATIONAL STANDARDS AND OBJECTIVES COULD BE MET OUTSIDE OF A TRADITIONAL CLASSROOM MODEL.$20,198
EL-HEFNI EDUCATIONAL FOUNDATION DBA QUARRYBROOK EXPERIENTIAL EDUCATION CE
100 CUMMINGS CENTER STE 427ABEVERLYMA019152021-07-29$3,000THE MAIN PURPOSE OF EL-HEFNI EDUCATIONAL FOUNDATION ("EL-HEFNI") WAS TO IMPROVE EDUCATION FOR CHILDREN, PARTICULARLY THOSE CHILDREN IN UNDERSERVED OR IMPOVERISHED AREAS, BY TRAINING TEACHERS IN INTERACTIVE, INQUIRY-BASED TEACHING METHODS THROUGH FIELD CLASSES FOR CHILDREN AND THEIR TEACHERS AND ALSO THROUGH CONTINUING EDUCATION CLASSES FOR TEACHERS. EL-HEFNI ENGAGED WITH FACULTY THROUGH PROFESSIONAL DEVELOPMENT, K-12 FIELD PROGRAMS, INTERNATIONAL PROGRAMS, AND CONSTANT CURRICULUM DEVELOPMENT TO SHOWCASE ACTIVE OUTDOOR LEARNING. THE PROGRAM HIGHLIGHTED ALTERNATIVE LEARNING MODELS AND DEMONSTRATED THAT NATIONAL AND INTERNATIONAL EDUCATIONAL STANDARDS AND OBJECTIVES COULD BE MET OUTSIDE OF A TRADITIONAL CLASSROOM MODEL.$20,198

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDSBondNm
EOY Book Value$2,799,168EOYBookValueAmt
EOYFMV$2,927,609EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSIEBERT PORTFOLIOStockNm
EOY Book Value$43,265,053EOYBookValueAmt
EOYFMV$88,270,151EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSAT COST$4,793,345$12,424,095
BOND INTEREST ACCRUEDAT COST$21,074$21,074
DIVIDENDS ACCRUEDAT COST$129,084$129,084

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$186,585LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescSECURITY DEPOSITS PAIDDesc
BOY Book Value$6,175BOYBookValueAmt
EOY Book Value$6,175EOYBookValueAmt
EOYFMV$6,175EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescINCREASE FOR ADJUSTMENTS TO TAX BASIS OF INVESTMENTSDesc
Amt$1,889,900Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSES$4,209$4,209$0
UTILITIES$2,243$1,122$1,122
GENERAL OFFICE EXPENSES$16,327$1,589$14,738

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$582RevenueAndExpensesPerBooksAmt
Net Investment Income$270NetInvestmentIncomeAmt
Adjusted Net Income$582AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO IRSDesc
BOY Book Value-$40,433BOYBookValueAmt
EOY Book Value-$13,720EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL INCOME TAX FORM 990-PF$13,000$0$0
FOREIGN TAX WITHHELD$24,537$24,537$0

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