2024-04-26T10:08:43-05:00 2023-06-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2022-07-01 521677442 TRUSTEES OF SHEET METAL WORKERS LOCAL 100 BALTIMORE AREA TRAINING FUND TRUS 4104443750 4725 SILVER HILL ROAD SUITLAND MD 20746 DAVID TIPPETT DIRECTOR 4104443750 2024-04-26 1 DAVID TIPPETT 999009999 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-04-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X CHARLES SEWELL 4725 SILVER HILL ROAD SUITLAND MD 20746 557445 0 X N/A X 1990 MD TO EDUCATE AND TRAIN UNION MEMBERS. X 6 6 0 0 0 0 0 0 128802 33612 306 493862 11408 0 140516 527474 0 0 0 0 0 0 0 0 0 109670 49603 109670 49603 30846 477871 456573 0 13819 0 442754 0 TO EDUCATE AND TRAIN UNION MEMBERS. 0 0 THE FUND CONDUCTS A TRAINING PROGRAM FOR UNION MEMBERS TO EDUCATE AND TRAIN MEMBERS IN ACQUIRING KNOWLEDGE AND SKILLS NECESSARY TO EXECUTE THEIR EMPLOYMENT DUTIES. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X CHARLES SEWELL 4104443750 4725 SILVER HILL ROAD SUITLAND MD 20746 X CHARLES SEWELL TRUSTEE 1.00 X 0 0 0 RICHARD D LABILLE TRUSTEE 1.00 X 0 0 0 MICHAEL MAHAR TRUSTEE 1.00 X 0 0 0 BRYAN MALLE TRUSTEE 1.00 X 0 0 0 STANLEY J FLEISCHER TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 33491 33491 OTHER INCOME 900099 121 121 33612 2174 2174 521659 29971 491688 491688 491688 527474 33612 0 493862 16437 4000 2521 1755 22482 176 2232 49603 103146 0 308708 0 0 9533 0 0 0 0 0 972 0 0 0 34214 0 0 0 0 0 0 456573 0 13250 0 569 0 13819 0 X 442754 0 442754 0 456573 0 X 477871 -497 -920128 X X 0 1 X 1 0 1 0 0 0 X 527474 0 527474 0 527474 49603 0 49603 0 49603 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND. NET ASSETS AND CASH 2023-06-30 920128 FMV 530259080 SHEET METAL WORKERS' LOCAL UNION NO 100 APPRENTICESHIP FUND OF THE WASHIN 4725 SILVER HILL RD SUITLAND MD 20746 501(C)(3) 1 0 0 0 1 0 0 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: RICHARD LABILLE, TRUSTEE AND MICHAEL MAHAR, TRUSTEE PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: BOTH RICHARD LABILLE AND MICHAEL MAHAR ARE TRUSTEES OF TRANSFEREE ORGANIZATION, SHEET METAL WORKERS' LOCAL 100 APPRENTICESHIP FUND OF THE WASHINGTON D.C. AREA. FORM 990, PART VI, SECTION A, LINE 3 THE FUND HAS DELEGATED CONTROL OVER MANAGEMENT DUTIES TO AN INDEPENDENT THIRD PARTY ADMINISTRATOR. THE ADMINISTRATOR PROCESSES THE DAILY TRANSACTIONS AND PERFORMS OTHER DUTIES AS NEEDED FOR THE FUND. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. ALL DECISIONS AND ACTIONS ARE MADE BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES FOR SIGNATURE, AT WHICH TIME THE BOARD REVIEWS AND DISCUSSES THE FORM 990 BEFORE APPROVING IT FOR SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C EVERY YEAR THE FUND ADMINISTRATOR INQUIRES OF ALL BOARD MEMBERS AS TO THEIR KNOWLEDGE OF ANY INTERESTS THAT COULD GIVE RISE TO A CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 THE FUND MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NET ASSETS TRANSFERRED DUE TO MERGER -920,128. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. SMW LU NO 100 SEVERANCE & ANNUITY FUND 9411 PHILADELPHIA ROAD ROSEDALE MD 21237 521256774 PROVIDES SEVERANCE & ANNUITY BENEFITS MD 501(C)(9) 0 SMW LU NO 100 HEALTH & WELFARE FUND 9411 PHILADELPHIA ROAD ROSEDALE MD 21237 526039004 PROVIDES HEALTH BENEFITS MD 501(C)(9) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0