2025-10-14T11:12:24-05:00 2024-12-31 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2024-01-01 306672860 SEIU LOCAL 509 - COMMONWEALTH HUMAN SERVICE WORKERS AND EDUCATORS FUND SEIU 7748437509 293 BOSTON POST ROAD MARLBOROUGH MA 01752 COURTNEY KENNEY TRUSTEE 7748437509 2025-10-06 1 1 JEANNIE MICKEL P01058630 9789751099 2024 2025-03-06 01:10:19Z MATTHEW HALE 293 BOSTON POST ROAD MARLBOROUGH MA 01752 1301837 0 X N/A X 2020 MA PROVIDES EMPLOYMENT-RELATED EDUCATIONAL TRAINING AND SCHOLARSHIPS TO ELIGIBLE HUMAN SERVICE WORKERS AND EDUCATORS IN MASSACHUSETTS. 6 6 0 0 0 0 0 0 1158046 1158046 122818 143791 0 0 1280864 1301837 199477 300764 0 0 0 0 0 0 0 1015829 1037728 1215306 1338492 65558 -36655 5834774 5541045 439377 45863 5395397 5495182 TO CREATE HIGH VALUE PROFESSIONAL DEVELOPMENT TO BENEFIT ALL BARGAINING UNIT MEMBERS. WE AIM TO PROVIDE MEANINGFUL TRAINING OPPORTUNITIES THAT ARE ROOTED IN EQUITABLE, DIVERSE, AND INCLUSIVE PRACTICE. 0 0 1062690 300764 1158046 PROVIDES EMPLOYMENT-RELATED EDUCATIONAL TRAINING AND SCHOLARSHIPS TO ELIGIBLE HUMAN SERVICE WORKERS AND EDUCATORS IN MASSACHUSETTS. 1062690 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MATTHEW HALE 7748437509 293 BOSTON POST ROAD MARLBOROUGH MA 01752 X DEAN PAOLILLO TRUSTEE 1.00 X 0 0 0 ADRIANA ZWICK TRUSTEE 1.00 X 0 0 0 MATTHEW HALE TRUSTEE 1.00 X 0 0 0 IMAD SANDAKLY TRUSTEE 1.00 X 0 0 0 COURTNEY KENNY TRUSTEE 1.00 X 0 0 0 DIANNE CANAVAN TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 SEIU EDUCATION & SUPPORT FUND 351 PLEASANT STREET SUITE B 215 NORTHAMPTON MA 01060 ADMINISTRATIVE SERVICES 654458 1 CONTRIBUTIONS 900099 1158046 1158046 1158046 143791 143791 1301837 1158046 0 143791 300764 300764 200479 200479 20256 20256 12011 12011 10084 10084 7900 7900 5513 5513 40065 40065 9000 9000 1170 1170 7773 7773 ALLOCATED PERSONNEL EXP 453979 453979 TRAINING SEMINARS AND C 254601 254601 TRANSLATION SERVICES 7870 7870 COMMUNICATIONS AND MARK 4811 4811 2216 600 1616 1338492 1062690 275802 0 1717371 910079 220000 220000 6265 248719 3891138 4162247 5834774 5541045 439377 45863 439377 45863 X 0 0 0 0 5395397 5495182 5395397 5495182 5834774 5541045 -36655 136440 0 X X 0 1 X 1 0 X 0 BAIRD ST BOND INST. FUND 1273182 F WESTERN ASSET CORE PLUS BOND FUND 1719841 F UNION LABOR RUSSELL 3000 INDEX SL CTF 1169224 F 4162247 X 1428193 136440 136440 1291753 10084 10084 1301837 1328408 0 1328408 10084 10084 1338492 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE TRUSTEES ALONG WITH FUND MANAGEMENT HAVE ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAVE CONCLUDED THAT AS OF DECEMBER 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 SCHOLARSHIPS FOR ELIGIBLE MEMBERS OR DEPENDENTS FOR ENROLLMENT IN AN UNDERGRADUATE, GRADUATE, OR PHD PROGRAM AT ACCREDITED EDUCATIONAL INSTITUTIONS. 41 300764 FAIR MARKET VALUE PART I, LINE 2: THE FUND MAINTAINS SCHOLARSHIP AWARD GUIDELINES WHICH CONTAINS SPECIFIC ELIGIBILITY CRITERIA. ALL ELIGIBILITY CRIERIA MUST BE MET BEFORE A SCHOLARSHIP IS AWARDED. FORM 990, PART VI, SECTION B, LINE 11B TRUSTEES REVIEW AND APPROVE THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANY CONFLICTS ARE TO BE DISCLOSED WITH BOARD OF TRUSTEES. UPON RECEIPT OF A REPORT OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE BOARD OF TRUSTEES WILL PROMPTLY REVIEW THE MATTER AND DETERMINE THE APPROPRIATE ACTION, IF ANY. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS.