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 200412571 INTERNATIONAL BROTHERHOOD OF TEAMSTERS SUPPLEMENTAL BENEFITS TRUST INTE 2026246800 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 FRED E ZUCKERMAN TRUSTEE 2026246800 2025-08-06 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-07-24 2024 2025-03-06 01:10:19Z FRED E ZUCKERMAN 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 17819980 0 X WWW.TEAMSTER.ORG X 2003 DC COORDINATION AND FUNDING OF INSURANCE AND OTHER PROGRAMS OFFERED TO MEMBERS OF IBT. 5 0 0 0 0 0 0 0 2939824 3746497 429574 -230014 0 0 3369398 3516483 4655000 1330829 3346 2370 0 0 0 0 0 284758 316550 4943104 1649749 -1573706 1866734 25047144 29865185 152106 263961 24895038 29601224 COORDINATION AND FUNDING OF INSURANCE AND OTHER PROGRAMS OFFERED TO MEMBERS OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS. 0 0 ORGANIZATION SERVES AS A VEHICLE FOR THE COORDINATION OF SEVERAL CREDIT CARD, INSURANCE AND OTHER PROGRAMS OFFERED TO MEMBERS OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS AND THEIR FAMILIES BY THIRD-PARTY VENDORS. 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 0 0 0 0 0 0 0 0 0 X 5 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X FRED E ZUCKERMAN 2026246800 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 WILLIAM HAMILTON TRUSTEE 2.00 40.00 X 0 174232 42835 SEAN O'BRIEN TRUSTEE 2.00 40.00 X 0 388978 82477 FRED E ZUCKERMAN TRUSTEE 2.00 40.00 X 0 348605 54823 CHARLES A JONES TRUSTEE 2.00 40.00 X 0 124238 36376 LINDSAY DOUGHERTY TRUSTEE 2.00 40.00 X 0 8009 21614 0 1044062 238125 0 0 1 0 0 ROYALTY REVENUE 900099 3746497 3746497 3746497 953483 953483 13120000 14303497 -1183497 -1183497 -1183497 3516483 3746497 0 -230014 1330829 2370 17034 25985 23522 55869 184769 9371 1649749 891605 1769370 851190 906751 250000 250000 23054349 26939064 25047144 29865185 24881 75961 127225 188000 152106 263961 X 24895038 29601224 24895038 29601224 25047144 29865185 1866734 2839452 0 X X 0 1 X 1 0 0 1 0 0 DUE TO INT'L BROTHERHOOD OF TEAMSTERS 188000 188000 X 6332413 2839452 2839452 3492961 23522 23522 3516483 1626227 0 1626227 23522 23522 1649749 PART X, LINE 2: MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND TO RECOGNIZE A TAX LIABILITY IF THE TRUST 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 TRUST 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 TRUST. 1 MOTION PICTURE & TELEVISION FUND 23388 MULHOLLAND DRIVE WOODLAND HILLS CA 91364 951652916 501(C)(3) 110826 0 FINANCIAL SUPPORT THE PARTNERSHIP FOR WORKING FAMILIES 1939 HARRISON ST STE 150 OAKLAND CA 94612 710914032 501(C)(3) 250000 0 FINANCIAL SUPPORT ECONOMIC POLICY INSTITUTE 1333 H STREET NW STE 300 EAST TOWER WASHINGTON DC 20005 521368964 501(C)(3) 100000 0 FINANCIAL SUPPORT JOBS WITH JUSTICE EDUCATION FUND 1150 CONNECTICUT AVE NW STE 200 WASHINGTON DC 20036 521865575 501(C)(3) 30000 0 FINANCIAL SUPPORT HISTORY FACTORY 1255 23RD STREET NW SUITE 320 WASHINGTON DC 20037 521194572 N/A 150000 0 PROFESSIONAL SERVICES RESEARCH GRANT SILVER CREEK ADVISORY PARTNERS LLC 1301 FIFTH AVENUE 40TH FLOOR SEATTLE WA 981012603 272144602 N/A 690003 0 FINANCIAL SUPPORT 4 2 X 0 0 0 SEAN O'BRIEN TRUSTEE 0 258983 0 0 0 129995 0 36620 0 45857 0 471455 0 0 FRED E ZUCKERMAN TRUSTEE 0 230207 0 0 0 118398 0 32551 0 22272 0 403428 0 0 WILLIAM HAMILTON TRUSTEE 0 157391 0 0 0 16841 0 22255 0 20580 0 217067 0 0 CHARLES A JONES TRUSTEE 0 111712 0 0 0 12526 0 15796 0 20580 0 160614 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS SUPPLEMENTAL BENEFITS TRUST'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT, WHO THEN FORWARDS THE COMPLETED RETURN TO THE GOVERNING BODY'S CHAIRMAN FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND REVIEWS ITS CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS SUPPLEMENTAL BENEFITS TRUST MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE GOVERNING BODY OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS SUPPLEMENTAL BENEFITS TRUST IS RESPONSIBLE FOR THE OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT WHO PERFORMS THE AUDIT. INTERNATIONAL BROTHERHOOD OF TEAMSTERS 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 530215427 LABOR UNION DC 501(C)(5) 0 COMM FOR DMCRTC REP INDP VOTER EDUCATION (DRIVE) 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 530261255 POLITICAL ACTION COMMITTEE DC SECTION 527 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) 170(B)(1)(A)(VI) 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 SECTION 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 INTERNATIONAL BROTHERHOOD OF TEAMSTERS SCHOLARSHIP FUND 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 882958574 SCHOLARSHIP FUND DC 501(C)(3) 0 TEAMSTERS NATIONAL HEADQUARTERS BUILDING CORPORATION 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 530226398 BUILDING CORPORATION DC C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 INTERNATIONAL BROTHERHOOD OF TEAMSTERS P 182026 FMV