BETA

TECHNICAL TRAINING FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
TECHNICAL TRAINING FOUNDATION (EIN 04-2864138)
Tax period
2023-09-01 to 2024-08-31
Filed
2025-06-28
IRS object ID
202511799349100101
Schema version
2023v6.0
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)
Return2025-06-28T09:32:35-05:00ReturnTs
Tax Period End2024-08-31TaxPeriodEndDt

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 Begin2023-09-01TaxPeriodBeginDt

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
Signature2025-06-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA J BERARDPreparerPersonNm
PTINP00969175PTIN
Phone6172928400PhoneNum
Preparation2025-06-25PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$117,337,317FMVAssetsEOYAmt
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$167,088InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$167,088InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,468,424DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,468,424DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,019,398NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$18,994,312GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,019,398CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$43,478OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$4,698,388TotalRevAndExpnssAmt
Total Net Invst Incm$4,654,910TotalNetInvstIncmAmt
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$112,177OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$28,058OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$84,119OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$44,308PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$11,083PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$33,226PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$459,594LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$459,594LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$63,736AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$31,868AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$31,868AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$512OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$512OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$195,319TaxesRevAndExpnssAmt
Taxes Net Invst Incm$8,647TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$11,184OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$11,184OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$51,488TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$51,488TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$20,202OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,926OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$14,276OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$958,520TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$85,582TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$686,267TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,425,963ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,425,963ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,384,483TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$85,582TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,112,230TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$686,095ExcessRevenueOverExpensesAmt
Net Investment Income$4,569,328NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$95,722CashBOYAmt
Cash EOY$90,824CashEOYAmt
Cash EOYFMV$90,824CashEOYFMVAmt
Other Nts And Loans Rcvbl$215,096OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$215,096OtherNtsAndLoansRcvblBOYAmt
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$39,912,364CorporateStockBOYAmt
Corporate Stock EOY$53,437,127CorporateStockEOYAmt
Corporate Stock EOYFMV$98,658,814CorporateStockEOYFMVAmt
Corporate Bonds BOY$11,318,863CorporateBondsBOYAmt
Corporate Bonds EOY$1,062,253CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,030,297CorporateBondsEOYFMVAmt
Other Investments BOY$4,865,149OtherInvestmentsBOYAmt
Other Investments EOY$4,865,020OtherInvestmentsEOYAmt
Other Investments EOYFMV$17,336,111OtherInvestmentsEOYFMVAmt
Total Assets BOY$56,413,369TotalAssetsBOYAmt
Total Assets EOY$59,676,495TotalAssetsEOYAmt
Total Assets EOYFMV$117,337,317TotalAssetsEOYFMVAmt
Accounts Payable BOY-$3,077AccountsPayableBOYAmt
Accounts Payable EOY$5,937AccountsPayableEOYAmt
Other Liabilities BOY$39,416OtherLiabilitiesBOYAmt
Other Liabilities EOY$210,246OtherLiabilitiesEOYAmt
Total Liabilities BOY$36,339TotalLiabilitiesBOYAmt
Total Liabilities EOY$216,183TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$56,377,030NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$59,460,312NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$56,377,030TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$59,460,312TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$56,413,369TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$59,676,495TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$56,377,030TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$686,095ExcessRevenueOverExpensesAmt
Other Increases$3,769,377OtherIncreasesAmt
Subtotal$59,460,312SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$59,460,312TotNetAstOrFundBalancesEOYAmt

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$13,507,230$13,193,236$313,994$313,994
PUBLICLY-TRADED SECURITIESP$5,319,994$3,781,678$1,538,316$1,538,316
CAPITAL GAINS DIVIDENDSP$167,088$167,088$167,088
FieldValueIRS element (for citing)
Capital Gain Net Income$2,019,398CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$63,514InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$63,514SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$63,514TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$112,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$15,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$127,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$994EsPenaltyAmt
Overpayment$62,492OverpaymentAmt
Applied To ES Tax$62,492AppliedToESTaxAmt
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 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 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
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
100 CUMMINGS CENTER 427ABEVERLYMA01915DIRECTOR OF OPERATIO40.00$70,837$0$0
VICKY GARCIA GARCIA
100 CUMMINGS CENTER 427ABEVERLYMA01915BOOKKEEPER40.00$41,340$2,600$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
GREENBURG GLUSKER FIELDS CLAMAN & MACHTIN
2049 CENTURY PARK E 2600LOS ANGELESCA90067LEGAL$449,594
ANDERSEN TAX LLC
125 HIGH STREETBOSTONMA02110TAX SERVICES$63,736
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$110,444,626AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$135,140AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$110,579,766TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$110,579,766AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,658,696CashDeemedCharitableAmt
Net Vl Noncharitable Assets$108,921,070NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,446,054MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,446,054MinimumInvestmentReturnAmt
Tax Based On Investment Income$63,514TaxBasedOnInvestmentIncomeAmt
Total Tax$63,514TotalTaxAmt
Distributable Before Adj$5,382,540DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,382,540DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,382,540DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,112,230ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,112,230QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,382,540DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$278,626ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$240,236ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$452,973ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$971,835TotalExcessDistributionCyovAmt
Qualifying Distributions$5,112,230QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,112,230AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$270,310ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$270,310ExcessDistributionCyovAppCYAmt
Total Corpus$701,525TotalCorpusAmt
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$701,525ExcessDistriCyovToNextYrAmt
Excess From Year4$8,316ExcessFromYear4Amt
Excess From Year2$240,236ExcessFromYear2Amt
Excess From Year1$452,973ExcessFromYear1Amt

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 (26 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$128,392
CALIFORNIA SCIENCE CENTER FOUNDATION
700 EXPOSITION PARK DRIVELOS ANGELESCA90037PCGRANTS$30,000
CALIFORNIA SCIENCE CENTER FOUNDATION
700 EXPOSITION PARK DRIVELOS ANGELESCA90037PCGRANTS$25,000
CALIFORNIA SCIENCE CENTER FOUNDATION
700 EXPOSITION PARK DRIVELOS ANGELESCA90037PCGRANTS$50,000
CALIFORNIA SCIENCE CENTER FOUNDATION
700 EXPOSITION PARK DRIVELOS ANGELESCA90037PCGRANTS$12,188
EL-HEFNI EDUCATIONAL FOUNDATION
4 HIGH ST STE 302NO ANDOVERMA01845PCGRANTS$14,045
EMPOWERS AFRICA
2 BEEKMAN PL STE 18BNEW YORKNY10022PCGRANTS$200,000
NOTRE DAME HIGH SCHOOL
303 HAVERHILL STLAWRENCEMA01841PCGRANTS$265,000
NOTRE DAME HIGH SCHOOL
303 HAVERHILL STLAWRENCEMA01841PCGRANTS$100,000
SOLA I CAN FOUNDATION
8629 S VERMONT AVELOS ANGELESCA90044PCGRANTS$300,000
SOLA I CAN FOUNDATION
8629 S VERMONT AVELOS ANGELESCA90044PCGRANTS$300,000
SOLA I CAN FOUNDATION
8629 S VERMONT AVELOS ANGELESCA90044PCGRANTS$1,000,000
SOLA I CAN FOUNDATION
8629 S VERMONT AVELOS ANGELESCA90044PCGRANTS$200,000
VERBUM DEI HIGH SCHOOL
11100 SOUTH CENTRAL AVELOS ANGELESCA90059PCGRANTS$79,390
WINDHAM WOODS SCHOOL
39 ROULSTON ROADWINDHAMNH03087PCGRANTS$700,000
WINDHAM WOODS SCHOOL
39 ROULSTON ROADWINDHAMNH03087PCGRANTS$300,000
FRIENDS OF NOSSAS
162 UNDERHILL AVE 2 FLBROOKLYNNY11238PCGRANTS$30,000
RWANDA ENGLISH PROGRAM
PO BOX 5226EUGENEOR97405PCGRANTS$7,930
RWANDA ENGLISH PROGRAM
PO BOX 5226EUGENEOR97405PCGRANTS$1,894
RWANDA ENGLISH PROGRAM
PO BOX 5226EUGENEOR97405PCGRANTS$471
CERTA FOUNDATION
PCGRANTS$16,6531ST FLOOR ECD PLAZA 23 KN 4 AVEKIGALIRW
THE ALLUVIAL COLLECTIVE
PO BOX 99JACKSONMO39205PCGRANTS$60,000
RESOURCE IMPACT
525 9TH ST NW 7TH FLOORWASHINGTONDC20004PCGRANTS$30,000
BRIDGE2RWANDA
1818 N TAYLOR STREETLITTLE ROCKAK72207PCGRANTS$425,000
BRIDGE2RWANDA
1818 N TAYLOR STREETLITTLE ROCKAK72207PCGRANTS$50,000
AFRICAN EDUCATION PROGRAM
PO BOX 6WAYNEPA19087PCGRANTS$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,425,963TotalGrantOrContriPdDurYrAmt
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$167,088ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,468,424ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$43,478ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,019,398ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,698,388ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,698,388TotalIncomeProducingActyAmt

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$63,736Amt
Net Investment Income$31,868NetInvestmentIncomeAmt
Disbursements Charitable Prps$31,868DisbursementsCharitablePrpsAmt

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

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EL-HEFNI EDUCATIONAL FOUNDATION DBA QUARRYBROOK EXPERIENTIAL EDUCATION CEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 CUMMINGS CENTER STE 427AAddressLine1Txt
CityBEVERLYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01915ZIPCd
FieldValueIRS element (for citing)
Grant2023-10-05GrantDt
Grant$14,045GrantAmt
Purpose Of GrantTHE 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.PurposeOfGrantTxt
Expended By Grantee$14,045ExpendedByGranteeAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierEXPENDITURE RESPONSIBILITY STATEMENTIdentifierTxt
Form And Line ReferenceEXPENDITURE RESPONSIBILITY STATEMENTFormAndLineReferenceDesc
Medium ExplanationNAME OF GRANTEE: EL-HEFNI EDUCATIONAL FOUNDATION D/B/A QUARRYBROOK EXPERIENTIAL EDUCATION CENTERADDRESS OF GRANTEE: 100 CUMMINGS CENTER SUITE 427A BEVERLY, MA 01915 GRANT DATE AND AMOUNT: OCTOBER 5, 2023 $14,045PURPOSE OF GRANT:THE 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.TO MEET THESE GOALS, EL-HEFNI OPERATED THE QUARRYBROOK EXPERIENTIAL EDUCATION CENTER ("QUARRYBROOK"), LOCATED IN WINDHAM, NEW HAMPSHIRE. QUARRYBROOK, LOCATED ON 245 ACRES OF WOODED PROPERTY, WHICH WAS UTILIZED AS A CLASSROOM, INCLUDED AN APPROXIMATELY 20,000 SQ. FT. BUILDING, COMPLETED IN SUMMER 2015, WHICH SERVED ALL ADMINISTRATIVE PURPOSES AND WAS A LEARNING LABORATORY.AS OF JULY 1, 2018, EL-HEFNI SUSPENDED OPERATIONS AT QUARRYBROOK AND BEGAN LEASING THE QUARRYBROOK FACILITIES TO WINDHAM WOODS SCHOOL ("WINDHAM WOODS"). WINDHAM WOODS IS AN EDUCATION ORGANIZATION THAT IS A QUALIFIED CHARITY UNDER SECTION 501(C)(3). EL-HEFNI LEASES THE QUARRYBROOK FACILITIES TO WINDHAM WOODS FOR $1 PER MONTH TO CARRY OUT ITS EXEMPT PURPOSE. THE VALUE OF THE RENT IS CONSIDERABLY MORE THAN THE AMOUNT CHARGED UNDER THE LEASE ARRANGEMENT AND IS CONSIDERED DEVOTED DIRECTLY TO THE ACTIVE CONDUCT OF ITS EXEMPT ACTIVITIES.TECHNICAL TRAINING FOUNDATION ("TTF") AWARDED GRANTS IN FY24 TO EL-HEFNI TO SUPPORT THE WINDING DOWN OF OPERATIONS AT QUARRYBROOK AND CONTINUING ADMINISTRATIVE EXPENSES. THE FUNDS WERE AWARDED TO PAY FOR NECESSARY OPERATING EXPENSES.PROGRAM SPECIFICS/INDICATORS OF PROGRESS:QUARRYBROOK OPERATED AN OUTDOOR EDUCATION FACILITY WHERE INSTRUCTORS PROVIDED FREE CLASSES TO TEACHERS AND STUDENTS FROM LOCAL, PREDOMINANTLY LOW-INCOME COMMUNITIES. TEACHERS, STUDENTS, AND PARENT CHAPERONES PARTICIPATED IN QUARRYBROOK'S PROGRAMMING DURING THE 2017-18 ACADEMIC YEAR, WHICH CONSISTED OF MULTIPLE FIELD COURSE OFFERINGS. QUARRYBROOK ALSO PROVIDED PROFESSIONAL DEVELOPMENT TRAINING TO TEACHERS AND ADDED SCHOOLS FROM MASSACHUSETTS AND NEW HAMPSHIRE AS PROJECT PARTNERS. QUARRYBROOK OFFERED COMMUNITY EVENTS THAT ALL HAD EXCELLENT ATTENDANCE.WINDHAM WOODS SCHOOL PROVIDES INDIVIDUALIZED LEARNING PLANS TO STUDENTS GRADES 1-10, FOCUSING ON THOSE WHO STRUGGLE IN A TRADITIONAL ACADEMIC SETTING. A TOTAL OF 18 FACULTY CONDUCT LESSONS AT WINDHAM WOODS SCHOOL TEACHING THE CORE ACADEMIC SUBJECTS WHILE DEVELOPING STUDENTS' CHARACTER, CREATIVITY, RESPONSIBILITY, INDEPENDENCE, AND SOCIAL INTELLIGENCE. STUDENTS ARE ENCOURAGED TO GROW WHILE BECOMING IMMERSED IN NATURE. ADDITIONALLY, EVENTS CENTERED AROUND THE COMMUNITY ARE HELD AT THE SCHOOL WHICH ARE FREE AND OPEN TO THE PUBLIC.AMOUNTS EXPENDED BY THE GRANTEE:THE GRANT FUNDS ARE DIVIDED INTO FOUR CATEGORIES FOR REPORTING PURPOSES:1. FACILITIES2. TAXES AND FEESTOTAL EXPENDITURES BY CATEGORYCATEGORY: FACILITIES AMOUNT: 266CLASSIFICATION CRITERIA: ANNUAL AND AS NEEDED FOR BUILDING AND OPERATION EXPENSES INCLUDING DEPRECIATION CATEGORY: TAXES AND FEES AMOUNT: 35CLASSIFICATION CRITERIA: PROFESSIONAL FEES AND MISCELLANEOUS OPERATIONAL FEES TOTAL EXPENDITURES: 301 FACILITIESSUB CATEGORY: DEPRECIATION AMOUNT: 25,521NARRATIVE: NONCASH DEPRECATION ALLOWANCE FOR BUILDING TOTAL: 25,521 TAXES AND FEESSUB CATEGORY: LEGAL AMOUNT: 3,425NARRATIVE: LEGAL COUNSEL CHARGES FOR OPERATION OF QUARRYBROOK TOTAL SPENT: 3,425 NO DIVERSION OF GRANT FUNDS:EL-HEFNI DID NOT DIVERT ANY PORTION OF THE GRANT FUNDS FROM THE PURPOSE OF THE GRANT; THE GRANT FUNDS WERE EXPENDED SOLELY FOR THE PURPOSES FOR WHICH THEY WERE GRANTED.REPORTS FROM GRANTEE:TTF MONITORED EL-HEFNI'S USE OF GRANT FUNDS THROUGHOUT FY24, AND HAD REGULAR COMMUNICATION WITH EL-HEFNI DURING THE FISCAL YEAR REGARDING THE AMOUNT OF GRANT FUNDS SPENT, AND THE BUDGETED AND EXPECTED EXPENSES OF EL-HEFNI FOR THE REMAINDER OF THE FISCAL YEAR. EL-HEFNI'S FISCAL YEAR ENDED ON DECEMBER 31, 2023 WHEN IT WAS DISSOLVED IN A COMPLETE TERMINATION UPON DISTRIBUTION OF ALL ITS ASSETS TO WINDHAM WOODS.REPORTING FOR PRIOR YEAR CAPITAL EXPENDITURES:ALL CAPITAL EQUIPMENT PURCHASED FOR QUARRYBROOK WITH GRANT FUNDS RECEIVED FROM TTF IN FY15 THROUGH FY16 HAS BEEN USED SOLELY FOR QUARRYBROOK'S CHARITABLE PURPOSES, AND ALL QUARRYBROOK PHYSICAL FACILITIES THAT HAVE BEEN CONSTRUCTED WITH OR IMPROVED BY SUCH GRANT FUNDS CONTINUE TO BE USED FOR QUARRYBROOK'S CHARITABLE PURPOSES.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDSBondNm
EOY Book Value$1,062,253EOYBookValueAmt
EOYFMV$1,030,297EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSIEBERT PORTFOLIOStockNm
EOY Book Value$53,437,127EOYBookValueAmt
EOYFMV$98,658,814EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSAT COST$4,793,345$17,264,436
BOND INTEREST ACCRUEDAT COST$7,614$7,614
DIVIDENDS ACCRUEDAT COST$64,061$64,061

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$459,594LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$459,594DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSES$1,372$1,372$0
UTILITIES$5,818$2,909$2,909
GENERAL OFFICE EXPENSES$13,012$1,645$11,367

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$43,478RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$43,478AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINCREASE FOR ADJUSTMENTS TO TAX BASIS OF INVESTMENTSDesc
Amt$3,769,377Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO IRSDesc
BOY Book Value$39,416BOYBookValueAmt
EOY Book Value$210,246EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$512Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$512DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL INCOME TAX FORM 990-PF$186,672$0$0
FOREIGN TAX WITHHELD$8,647$8,647$0

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