2025-11-17T09:28:10-06:00 2024-12-31 141624930 TEAL BECKER & CHIARAMONTE CPAS PC 7 WASHINGTON SQUARE ALBANY NY 12205 990 2024-01-01 821657531 NEW YORK STATE TROOPERS PBA SUPPLEMENTAL FUND NEWY 5184627448 120 STATE STREET ALBANY NY 12207 MARTIN MCCLELLAN TRUSTEE 5184627448 2025-11-14 1 0 STEPHANIE MUMFORD CPA P01278366 5184566663 2025-11-14 2024 2025-03-06 01:10:19Z CHARLES MURPHY 120 STATE STREET ALBANY NY 12207 2596018 0 X N/A X 2016 NY THE TRUST FUND IS CREATED, ESTABLISHED AND MAINTAINED, AND THE TRUSTEES AGREE TO RECEIVE FUNDS FROM THE STATE OF NEW YORK AND TO HOLD AND ADMINISTER THEM BY WAY OF SELF-ADMINISTRATION FOR THE PURPOSE OF PROVIDING AND MAINTAINING CERTAIN WELFARE BENEFITS FOR PARTICIPANTS AND MEMBERS AND DEFRAYING THE REASONABLE EXPENSES OF ADMINISTRATION OF THE PLAN IN ACCORDANCE WITH THE PROVISIONS SET FORTH HEREIN AND IN THE PLAN, AND TO DEVISE AND IMPLEMENT SUCH PROCEDURES AND PROGRAMS AS MAY BE NECESSARY OR FAVORABLE FROM TIME TO TIME TO FULFILL THE FOREGOING OBJECTIVES. X 7 2 0 0 0 0 0 0 1730007 0 861037 1339711 0 -1339711 2591044 0 0 0 0 0 0 0 0 0 0 103747 0 103747 0 2487297 0 24304538 0 0 0 24304538 0 X THE TRUST FUND IS CREATED, ESTABLISHED AND MAINTAINED, AND THE TRUSTEES AGREE TO RECEIVE FUNDS FROM THE STATE OF NEW YORK AND TO HOLD AND ADMINISTER THEM BY WAY OF SELF-ADMINISTRATION FOR THE PURPOSE OF PROVIDING AND MAINTAINING CERTAIN WELFARE BENEFITS FOR PARTICIPANTS AND MEMBERS AND DEFRAYING THE REASONABLE EXPENSES OF ADMINISTRATION OF THE PLAN IN ACCORDANCE WITH THE PROVISIONS SET FORTH HEREIN AND IN THE PLAN, AND TO DEVISE AND IMPLEMENT SUCH PROCEDURES AND PROGRAMS AS MAY BE NECESSARY OR FAVORABLE FROM TIME TO TIME TO FULFILL THE FOREGOING OBJECTIVES. 0 0 THE TRUST FUND IS CREATED, ESTABLISHED AND MAINTAINED, AND THE TRUSTEES AGREE TO RECEIVE FUNDS FROM THE STATE OF NEW YORK AND TO HOLD AND ADMINISTER THEM BY WAY OF SELF-ADMINISTRATION FOR THE PURPOSE OF PROVIDING AND MAINTAINING CERTAIN WELFARE BENEFITS FOR PARTICIPANTS AND MEMBERS AND DEFRAYING THE REASONABLE EXPENSES OF ADMINISTRATION OF THE PLAN IN ACCORDANCE WITH THE PROVISIONS SET FORTH HEREIN AND IN THE PLAN, AND TO DEVISE AND IMPLEMENT SUCH PROCEDURES AND PROGRAMS AS MAY BE NECESSARY OR FAVORABLE FROM TIME TO TIME TO FULFILL THE FOREGOING OBJECTIVES. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 2 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X CHARLES MURPHY 5184627448 120 STATE STREET ALBANY NY 12207 CHARLES W MURPHY TRUSTEE 1.00 40.00 X 0 70138 0 MARTIN T MCCLELLAN TRUSTEE 1.00 40.00 X 0 56775 0 ANDREW C DAVIS TRUSTEE 1.00 40.00 X 0 53258 0 DAVID A CARLO TRUSTEE 1.00 X 0 0 0 JASON F SHERIDAN TRUSTEE 1.00 40.00 X 0 56511 0 JONATHAN P BRODY TRUSTEE 1.00 10.00 X 0 44164 0 DEBORAH O'CONNOR TRUSTEE 1.00 X 0 0 0 0 280846 0 0 0 0 0 0 1266161 1266161 2669568 2596018 73550 73550 73550 INCOME NOMINEED TO NYSTPBA EIN 13 900099 -1339711 -1339711 -1339711 0 0 0 0 128638 FEES NOMINEED TO NYSTPB -128638 0 6847 0 24297691 0 24304538 0 0 0 X 24304538 0 24304538 0 24304538 0 X 0 -24304538 X X 0 0 0 CASH AND INVESTMENTS 2024-01-01 24304538 FAIR MARKET VALUE 136115884 POLICE BENEVOLENT ASSOC OF NYS TROOPERS INC 120 STATE STREET ALBANY NY 12207 501(C)5 1 1 0 0 PART II, LINE 2E: PERSON(S) INVOLVED: MURPHY, MCCLELLAN, DAVIS, BRODY AND SHERIDAN PART II, LINE 2E: EXPLANATION OF INVOLVEMENT: THE TRUSTEES LIST ABOVE ARE BOARD MEMBERS AND EMPLOYEES OF THE POLICE BENEVOLENT ASSOCIATION NEW YORK STATE TROOPERS, INC. WHICH IS A RELATED ORGANIZATION. PART II THE NET ASSETS OF NYST PBA SUPPLEMENTAL FUND WERE TRANSFERRED TO POLICE BENEVOLENT ASSOCIATION OF NEW YORK STATE TROOPERS, INC (PBA). THE PBA PREVIOUSLY ESTABLISHED A PLAN NAMED THE NYSTPBA SUPPLEMENTAL BENEFIT FUND (THE ORIGINAL TRUST") WHICH WAS MERGED WITH AND INTO A GRANTOR TRUST ESTABLISHED FOR THE PLAN, CURRENTLY KNOWN AS THE NEW YORK STATE TROOPERS PBA SUPPLEMENTAL BENEFIT FUND TRUST (THE "GRANTOR TRUST") EFFECTIVE JANUARY 1, 2024 WITH THE GRANTOR TRUST SURVIVING THE MERGER. THE GRANTOR TRUST IS CONSIDERED A RABBI TRUST AND WILL COMMENCE SUPPLEMENTAL PAYMENTS TO PARTICIPANTS. AS A RESULT OF THE MERGER THE GRANTOR TRUST IS NOW REPORTED AS PART OF THE PBA. FORM 990, PART VI, SECTION A, LINE 6 ALL UNIFORMED MEMBERS OF THE NEW YORK STATE POLICE ARE ELIGIBLE FOR MEMBERSHIP FROM THE RANK OF TROOPER TO MAJOR. FORM 990, PART VI, SECTION A, LINE 7A TRUSTEES ARE APPOINTED BY PRESIDENTS OF MEMBERSHIP UNITS. ONE IS APPOINTED BY THE PRESIDENT OF THE UNION, TWO ARE APPOINTED BY THE PRESIDENT OF THE SUPERVISORS UNIT AND TWO ARE APPOINTED BY THE PRESIDENT OF THE TROOPERS UNIT. ON ALL MATTERS CONSIDERED BY THE BOARD OF TRUSTEES, EACH TRUSTEE SHALL HAVE THEIR VOTES COUNTED EQUALLY. FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEE APPOINTED BY THE UNION PRESIDENT AND THE UNION TREASURER REVIEWS A COPY OF THE FORM 990 BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY HAS BEEN ADOPTED FOR ALL DIRECTORS, PRINCIPAL OFFICERS, MEMBERS OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS AND KEY PERSONS. INDIVIDUALS SHALL REPORT THE POSSIBLE EXISTENCE OF A CONFLICT OF INTEREST FOR HIM/HERSELF, OR ANY OTHER PERSON SUBJECT TO THE POLICY AS SOON AS THE CONFLICT ARISES. EACH INDIVIDUAL SHALL SIGN A STATEMENT ANNUALLY AFFIRMING THEY HAVE READ AND UNDERSTOOD THE POLICY, THAT THEY AGREE TO COMPLY WITH THE POLICY, AND THAT THEY UNDERSTAND THAT AS A NON-PROFIT THEY MUST ENGAGE IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX EXEMPT PURPOSES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FORM 990 AVAILABLE FOR INSPECTION BY MEMBERS UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS ON 1/1/2024 TO NYSTPBA EIN 13-6115884 -24,304,538. FORM 990, PART XII, LINE 1: THE 990 HAS BEEN PREPARED ON THE MODIFIED CASH-BASIS OF ACCOUNTING. CONSEQUENTLY, REVENUES ARE RECOGNIZED WHEN RECEIVED RATHER THAN WHEN EARNED AND EXPENSES ARE RECOGNIZED WHEN CASH IS DISBURSED RATHER THAN WHEN THE OBLIGATION IS INCURRED. THE FUND MODIFIES THE CASH-BASIS OF ACCOUNTING BY STATING INVESTMENTS AT FAIR VALUE WITH INVESTMENT RETURN (INCLUDING UNREALIZED GAINS AND LOSSES) REPORTED IN THE STATEMENT OF CHANGES IN NET ASSETS AVAILABLE FOR BENEFITS - MODIFIED CASH-BASIS. NYST BENEFIT FUND 120 STATE STREET ALBANY NY 12207 141778187 BENEFIT FUNDS NY 501(C)(9) PBA OF THE NYS TROOPERS INC 0 NYS TROOPERS PAC FUND 120 STATE STREET ALBANY NY 12207 222506040 POLITICAL NY 527 PBA OF THE NYS TROOPERS INC 0 NYST PBA HOLDINGS LLC 120 STATE STREET ALBANY NY 12207 800577393 TITLE HOLDING NY 501(C)(2) PBA OF THE NYS TROOPERS INC 0 PBA OF THE NYS TROOPERS INC 120 STATE STREET ALBANY NY 12207 136115884 UNION NY 501(C)(5) NOT APPLICABLE 0 NEW YORK STATE NEW YORK STATE NY NOT APPLICABLE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 POLICE BENEVOLENT ASSOC OF NYS TROOPERS INC R 24304538 FAIR MARKET VALUE