2025-08-06T14:27:46-05:00 2024-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-01-01 882958574 INTERNATIONAL BROTHERHOOD OF TEAMSTERS SCHOLARSHIP FUND INC INTE 2026246800 25 LOUISIANA AVE NW WASHINGTON DC 20001 FRED ZUCKERMAN DIRECTOR 2026246800 2025-08-06 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-08-06 2024 2025-03-06 01:10:19Z FRED ZUCKERMAN 25 LOUISIANA AVE NW WASHINGTON DC 20001 3177543 0 X WWW.TEAMSTERS.ORG/SCHOLARSHIPS X 2022 DC TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO DEPENDENTS OF ACTIVE AND RETIRED MEMBERS OF INTERNATIONAL BROTHERHOOD OF TEAMSTERS IN ORDER TO ENABLE THE RECIPIENTS TO ATTEND POST-SECONDARY EDUCATIONAL AND VOCATIONAL INSTITUTIONS. 7 0 0 0 0 0 842793 215778 0 0 0 144844 2215910 2155597 3058703 2516219 0 904000 0 0 0 0 0 0 0 141892 343505 141892 1247505 2916811 1268714 5104577 8322009 187766 2136484 4916811 6185525 TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO DEPENDENTS OF ACTIVE AND RETIRED MEMBERS OF INTERNATIONAL BROTHERHOOD OF TEAMSTERS IN ORDER TO ENABLE THE RECIPIENTS TO ATTEND POST-SECONDARY EDUCATIONAL AND VOCATIONAL INSTITUTIONS. 0 0 904000 904000 TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO DEPENDENTS OF ACTIVE AND RETIRED MEMBERS OF INTERNATIONAL BROTHERHOOD OF TEAMSTERS TO HELP PAY THE COST OF HIGHER EDUCATION, INCLUDING THE COST OF UNIVERSITY, COLLEGE AND VOCATIONAL EDUCATIONS. 904000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 3 0 0 0 0 0 0 0 0 0 0 0 0 X 7 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X INTERNATIONAL BROTHERHOOD OF TEAMSTERS 2026246800 25 LOUISIANA AVE NW WASHINGTON DC 20001 SEAN M O'BRIEN PRESIDENT 1.00 35.00 X X 0 388978 82477 LINDSAY DOUGHERTY SECRETARY & TEASURER 1.00 35.00 X X 0 8009 21614 RICHARD ERICKSON VICE PRESIDENT 1.00 35.00 X X 0 93913 32787 CHRIS GRISWOLD DIRECTOR 1.00 35.00 X 0 94319 32787 BRENT TAYLOR DIRECTOR 1.00 35.00 X 0 93801 32787 JAMES WRIGHT DIRECTOR 1.00 35.00 X 0 93758 34287 FRED ZUCKERMAN DIRECTOR 1.00 35.00 X 0 348605 54823 0 1121383 291562 0 0 1 0 0 20584 190428 4766 190428 215778 144844 144844 2816921 20584 661324 2155597 2155597 2516219 0 0 2300441 904000 904000 28500 28500 78260 78260 7270 7270 39310 39310 ALLOCATED PERSONNEL COS 174112 174112 MAGAZINE ALLOCATION 16053 16053 1247505 904000 343505 0 4722774 255000 7463602 296000 46667 48067 335136 259340 5104577 8322009 4358 183408 2136484 187766 2136484 X 4916811 6185525 4916811 6185525 5104577 8322009 1268714 0 X X 0 1 X 1 0 X 2000000 154394 195194 2349588 3299011 2837505 6136516 2000000 3453405 3032699 8486104 0 0 0 8486104 144844 144844 144844 144844 2000000 3453405 3177543 8630948 0.98320 1.00000 0.01680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 3177543 0 3177543 -661324 -661324 2516219 1908829 661324 661324 1247505 0 1247505 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE SCHOLARSHIP FUND AND TO RECOGNIZE A TAX LIABILITY IF THE INTERNATIONAL UNION 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 SCHOLARSHIP 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 SCHOLARSHIP FUND. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF DIRECT BENEFITS TO DONORS PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF DIRECT BENEFITS TO DONORS FUNDRAISING DINNER EVENT 2837505 20584 2816921 280568 380756 2837505 20584 2816921 280568 380756 661324 2155597 0 SCHOLARSHIPS 452 904000 0 0 0 0 0 0 0 0 0 SEAN M O'BRIEN PRESIDENT 0 258983 0 0 0 129995 0 36620 0 45857 0 471455 0 0 FRED ZUCKERMAN DIRECTOR 0 230207 0 0 0 118398 0 32551 0 22272 0 403428 0 0 X DONATED ADMINISTRATIVE SUPPORT EXPENSES 0 190428 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS SCHOLARSHIP FUND FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT, WHO THEN FORWARDS THE COMPLETED RETURN TO IBT'S SECRETARY-GENERAL/TREASURER FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS SCHOLARSHIP FUND MONITORS ITS CONFLICT OF INTERST POLICY ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS SCHOLARSHIP FUND MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS SCHOLARSHIP FUND'S (THE FUND'S) FINANCIAL STATEMENTS WERE AUDITED SEPARATELY AND AS PART OF A CONSOLIDATED STATEMENT. THE FUND'S GOVERNING BODY IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT WHO PERFORMS THE AUDIT. NO CHANGE TO THE PROCESS WAS MADE FROM THE PRIOR YEAR. IBT SUPPLEMENTAL BENEFITS TRUST 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 200412571 SUPPLEMENTAL BENEFITS TRUST DC 501(C)(5) 0 INTERNATIONAL BROTHERHOOD OF TEAMSTERS 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 530215427 LABOR UNION DC 501(C)(5) 0 TEAMSTERS VOLUNTARY EMPLOYEES BENEFITS TRUST 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 016196051 VEBA TRUST DC 501(C)(9) 0 TEAMSTERS DISASTER RELIEF FUND 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 521790540 CHARITABLE ORGANIZATION DC 501(C)(3) LINE 7 0 TEAMSTERS LEGAL DEFENSE TRUST 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 263361356 LEGAL DEFENSE FUND DC 501(C)(9) 0 TEAMSTERS EDUCATION AND MOBILIZATION FUND 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 262912925 POLITICAL ACTION COMMITTEE DC 527 0 TEAMSTERS AFFILIATES PENSION PLAN 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 526128127 PENSION PLAN DC 401(A)501(A) 0 INT'L BRTH OF TMSTRS RETIREMENT & FAMILY PROTECTION 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 530215427 PENSION PLAN DC 401(A)501(A) 0 COMM FOR DMCRTC REP INDP VOTER EDUCATION (DRIVE) 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 530261255 POLITICAL ACTION COMMITTEE DC 527 0 TEAMSTERS NATIONAL HEADQUARTERS BUILDING CORPORATION 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 530226398 BUILDING CORPORATION DC C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 INTERNATIONAL BROTHERHOOD OF TEAMSTERS C 190428 FMV