TEAMSTERS UNION LOCAL 170 SCHOLARSHIP FUND: Form 990EZ, tax year 2023
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- Organization
- TEAMSTERS UNION LOCAL 170 SCHOLARSHIP FUND (EIN 26-3147883)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-23
- IRS object ID
- 202431449349200623
- Schema version
- 2023v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-23T12:04:55-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043508036 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANZI & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 TURNPIKE STREET | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263147883 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEAMSTERS UNION LOCAL 170 SCHOLARSHIP | BusinessNameLine1Txt |
| Business Name Line2 | FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TEAM | BusinessNameControlTxt |
| Phone | 5087990551 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 SOUTHWEST CUTOFF | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHANNON GEORGE | PersonNm |
| Person Title | SECRETARY TREASURER | PersonTitleTxt |
| Phone | 5087990551 | PhoneNum |
| Signature | 2024-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHANNON | PersonFirstNm |
| Person Last | GEORGE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEANNIE MICKEL | PreparerPersonNm |
| PTIN | P01058630 | PTIN |
| Phone | 9789751099 | PhoneNum |
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 | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $68,784 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $12,940 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $18 | InvestmentIncomeAmt |
| Fundraising Gross Income | $45,365 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $23,445 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $21,920 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $10,461 | GrossSalesOfInventoryAmt |
| Gross Profit Loss Sls Of Invntry | $10,461 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $45,339 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $19,250 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $35,440 | OtherExpensesTotalAmt |
| Total Expenses | $54,690 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$9,351 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $92,513 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $83,162 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,513 | BOYAmt |
| EOY | $83,162 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,513 | BOYAmt |
| EOY | $83,162 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,513 | BOYAmt |
| EOY | $83,162 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO PROVIDE EDUCATIONAL SCHOLARSHIPS | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | TEAMSTERS UNION LOCAL 170 SCHOLARSHIP FUND PROVIDES SCHOLARSHIP MONEY TO FAMILY MEMBERS OF TEAMSTERS UNION LOCAL 170 TO BE USED FOR EDUCATIONAL PURPOSES. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $0 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (2 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| SHANNON GEORGE | ||||
| SECRETARY TREASURER | 2.00 | $0 | $0 | $0 |
| SEAN FOLEY | ||||
| CHAIRMAN | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHANNON GEORGE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 SOUTHWEST CUTOFF | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5087990551 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,950 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,719 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,146 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,940 | CurrentTaxYearAmt |
| Total | $56,795 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,652 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,397 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,253 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,667 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,365 | CurrentTaxYearAmt |
| Total | $172,334 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,951 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,592 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,903 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,672 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,461 | CurrentTaxYearAmt |
| Total | $53,579 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,643 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,939 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,875 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,485 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,766 | CurrentTaxYearAmt |
| Total | $282,708 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $282,708 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $204 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18 | CurrentTaxYearAmt |
| Total | $295 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $204 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18 | CurrentTaxYearAmt |
| Total | $295 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,847 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,980 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,891 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,501 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,784 | CurrentTaxYearAmt |
| Total | $283,003 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99900 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99790 | PublicSupportPY509Pct |
| Investment Income CY | 0.00100 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00210 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MEAT RAFFLE | Event1Nm |
| Gross Receipts Event1 | $4,985 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $4,985 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $3,088 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $34,565 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $34,565 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $14,262 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $5,815 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $5,815 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $6,095 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $45,365 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $45,365 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $23,445 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $23,445 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $21,920 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: DIVIDENDS. AMOUNT: 18. |
| FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY | INCOME: GROSS RECEIPTS: 10,461. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 0. GROSS PROFIT: 10,461. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: GENERAL EXPENSES. AMOUNT: 35,440. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |