2025-11-14T19:45:04-06:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-07-01 591300080 FLORIDA CARPENTERS TRAINING TRUST FUND FLOR 9547399200 2840 NW 27TH AVE FT LAUDERDALE FL 33311 JIMMIE JORDAN JR EXECUTIVE DIRECTOR 9547399200 2025-11-14 1 1 ERIN CRANMER P01712644 2023319880 2025-11-14 2024 2025-03-06 01:10:19Z X JIMMIE JORDAN JR 2840 NW 27TH AVE FT LAUDERDALE FL 33311 1344336 0 X N/A X 2002 FL THE FUNDS PURPOSE IS TO PROVIDE TRAINING AND EDUCATION BENEFITS TO ELIGIBLE PARTICIPANTS UNDER TERMS OF COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE VARIOUS EMPLOYERS AND THE FLORIDA CARPENTERS REGIONAL COUNCIL. X 11 11 33 0 0 0 643330 355622 1588983 927732 174586 58382 187364 2600 2594263 1344336 0 0 0 0 1636339 941080 0 0 0 1225040 682740 2861379 1623820 -267116 -279484 4335686 0 96845 0 4238841 0 THE FUND PROVIDES EDUCATION AND TRAINING TO APPRENTICES AND JOURNEYMEN AS PROVIDED BY THE COLLECTIVE BARGAINING AGREEMENTS. 0 0 EDUCATION AND TRAINING FOR JOURNEYMEN AND APPRENTICES. AS WELL AS ADMINISTRATIVE EXPENSES. 0 1 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 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 1 33 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JIMMIE JORDAN JR 9547399200 2840 NW 27TH AVE FORT LAUDERDALE FL 33311 PRESTON TAYLOR SECRETARY/TREASURER 1.00 0.00 X X 0 0 0 JAMES BANKS CHAIRMAN 1.00 1.00 X X 0 0 0 MATT SWANSON VICE-CHAIRMAN 1.00 1.00 X X 0 0 0 RANDY PAGE TRUSTEE 1.00 0.00 X 0 0 0 HAROLD RICHARDSON TRUSTEE 1.00 0.00 X 0 0 0 JAMES BAKER TRUSTEE 1.00 0.00 X 0 0 0 D WALKER TRUSTEE 1.00 0.00 X 0 0 0 FRANK D'ANGELO TRUSTEE 1.00 1.00 X 0 0 0 JOSEPH CREWS TRUSTEE 1.00 0.00 X 0 0 0 SCOTT ALFELE TRUSTEE 1.00 0.00 X 0 0 0 ALEXANDER JIRON TRUSTEE 1.00 1.00 X 0 0 0 DANIEL MULLIS TRUSTEE 1.00 0.00 X 0 0 0 CLIFF TUCKER TRUSTEE 1.00 0.00 X 0 0 0 JIMMIE JORDAN JR DIRECTOR 40.00 0.00 X 143023 0 77318 143023 0 77318 1 0 1 0 0 355622 355622 EMPLOYER CONTRIBUTIONS 900099 779220 779220 REIMBURSED TRAINING EX 900099 148512 148512 927732 58382 58382 AUTO ALLOWANCE INCOME 900099 2600 2600 2600 1344336 930332 0 58382 220341 475283 170089 29616 45751 10834 20501 8645 12085 98110 42196 14446 89199 103644 27059 2970 62293 59115 TRAINING SUPPLIES AND E 123686 VEHICLE MAINTENANCE 6685 1272 1623820 497174 0 267 0 0 0 0 0 0 0 0 0 0 1317807 0 2498099 0 0 0 0 22339 0 4335686 0 74305 0 22540 0 96845 0 X 4238841 0 4238841 0 4335686 0 X -279484 65479 -4024836 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 1409815 65479 65479 1344336 0 1344336 1623820 0 1623820 0 1623820 PART X, LINE 2: THE TRUST FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ASC TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TRUST PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, AND DETERMINED THAT THERE WERE NO ADDITIONAL MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 4 ALL QUALIFIED APPLICANTS ARE EVALUATED WITHOUT ANY CONSIDERATION OF RACE. THERE ARE NO SCHOLARSHIPS AWARDED, THE FUND DOES NOT SOLICIT CONTRIBUTIONS. THEREFORE, NO RECORDKEEPING IS NEEDED. SCHEDULE E, PART I, LINE 6 SCHOOL BOARD SUBSIDIES ARE RECEIVED IN CONNECTION WITH THE NUMBER OF PARTICIPANTS TRAINED AND IS BASED UPON COMPLETION. FORM 990, SCHEDULE E, LINE 3 ALL PUBLISHED MATERIALS INCLUDE A STATEMENT OF THE FUND'S NON-DISCRIMINATION POLICIES. 0 0 0 JIMMIE JORDAN JR DIRECTOR 143023 0 0 0 0 0 65381 0 11937 0 220341 0 0 0 CASH 2024-12-31 344850 BOOK VALUE 331541530 SOUTHERN DISTRICT UBC TRAINING TRUST FUND 2840 NW 27TH AVE FORT LAUDERDALE FL 33311 501(C)(5) INVESTMENTS 2024-12-31 21945 BOOK VALUE 331541530 SOUTHERN DISTRICT UBC TRAINING TRUST FUND 2840 NW 27TH AVE FORT LAUDERDALE FL 33311 501(C)(5) PROPERTY & EQUIPMENT 2024-12-31 1328170 ACTUAL COST WITH DEPRECIATION 331541530 SOUTHERN DISTRICT UBC TRAINING TRUST FUND 2840 NW 27TH AVE FORT LAUDERDALE FL 33311 501(C)(5) RIGHT OF USE ASSETS 2024-12-31 21637 BOOK VALUE 331541530 SOUTHERN DISTRICT UBC TRAINING TRUST FUND 2840 NW 27TH AVE FORT LAUDERDALE FL 33311 501(C)(5) 0 1 0 0 1 0 0 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: JIMMIE JORDAN JR., JAMES BANKS, MATTHEW SWANSON, AND PRESTON TAYLOR PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: MR. JORDAN BECAME THE EXECUTIVE DIRECTOR OF THE SUCCESSOR FUND AFTER MERGER.JAMES BANKS, MATTHEW SWANSON, AND PRESTON TAYLOR ALL BECAME TRUSTEES OF THE SUCCESSOR FUND AFTER MERGER. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PREPARED BY THE FUNDS INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS WHICH ALSO PERFORM AN AUDIT OF THE FUNDS BOOKS AND RECORDS. THE RETURN IS THEN PROVIDED TO THE TRUSTEES FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C THE FUND IS SUBJECT TO ERISA AND THE TRUSTEES CONFORM TO ITS REGULATIONS. SECTION 404 AND 406 OF ERISA CONTAIN STRICT FIDUCIARY RULES AND CONFLICTS OF INTEREST PROHIBITIONS. THE TRUSTEES MONITOR AND ENFORCE THE FUNDS COMPLIANCE WITH ERISA WITH THE ASSISTANCE OF THE FUNDS PROFESSIONALS. FORM 990, PART VI, SECTION B, LINE 15 SALARY IS DISCUSSED, PROPOSED AND NEGOTIATED BY THE BOARD OF TRUSTEE. FORM 990, PART VI, SECTION C, LINE 19 AS REQUIRED BY ERISA THE FUNDS GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: AMOUNTS TRANSFERRED TO OTHER PLAN, SEE ATTACHED TERMINATION STATEMENT -4,024,836. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR