TEAMSTERS UNION LOCAL 170 SCHOLARSHIP FUND: Form 990EZ, tax year 2021
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- Organization
- TEAMSTERS UNION LOCAL 170 SCHOLARSHIP FUND (EIN 26-3147883)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-28
- IRS object ID
- 202231189349201403
- Schema version
- 2021v4.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-28T11:20:12-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-04-27 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $66,891 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $3,639 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $16 | InvestmentIncomeAmt |
| Fundraising Gross Income | $48,333 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $36,430 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $11,903 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $14,903 | GrossSalesOfInventoryAmt |
| Gross Profit Loss Sls Of Invntry | $14,903 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $30,461 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $27,000 | GrantsAndSimilarAmountsPaidAmt |
| Total Expenses | $27,000 | TotalExpensesAmt |
| Excess Or Deficit For Year | $3,461 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $84,983 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $88,444 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,983 | BOYAmt |
| EOY | $88,444 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,983 | BOYAmt |
| EOY | $88,444 | 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 | $84,983 | BOYAmt |
| EOY | $88,444 | 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 | $13,475 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,549 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,040 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,950 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,719 | CurrentTaxYearAmt |
| Total | $48,733 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,866 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,652 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,397 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,253 | CurrentTaxYearAmt |
| Total | $155,699 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,680 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,400 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,951 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,592 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,903 | CurrentTaxYearAmt |
| Total | $68,526 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,021 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,480 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,939 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,875 | CurrentTaxYearAmt |
| Total | $272,958 | 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 | $272,958 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $252 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $289 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $204 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16 | CurrentTaxYearAmt |
| Total | $802 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $252 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $289 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $204 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16 | CurrentTaxYearAmt |
| Total | $802 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,273 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,769 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,847 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,980 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,891 | CurrentTaxYearAmt |
| Total | $273,760 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99710 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99670 | PublicSupportPY509Pct |
| Investment Income CY | 0.00290 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00330 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LUCKY DAY RAFFLE | Event1Nm |
| Gross Receipts Event1 | $6,080 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $6,080 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $2,832 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $36,123 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $36,123 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $12,815 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $6,130 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $6,130 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $20,783 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $48,333 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $48,333 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $36,430 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $36,430 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $11,903 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: DIVIDENDS. AMOUNT: 16. |
| FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY | INCOME: GROSS RECEIPTS: 14,903. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 0. GROSS PROFIT: 14,903. |
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 |