2026-05-11T15:14:39-05:00 2025-12-31 141624930 TEAL BECKER & CHIARAMONTE CPAS PC 7 WASHINGTON SQUARE ALBANY NY 12205 990 2025-01-01 821657531 NEW YORK STATE TROOPERS PBA SUPPLEMENTAL FUND NEWY 5184627448 120 STATE STREET ALBANY NY 12207 CHARLES MURPHY TRUSTEE 5184627448 2026-05-05 1 STEPHANIE MUMFORD CPA P01278366 5184566663 2026-05-05 2025 2025-03-06 01:10:19Z X CHARLES MURPHY 120 STATE STREET ALBANY NY 12207 0 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 0 0 1339711 0 -1339711 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 1 0 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 72021 0 MARTIN T MCCLELLAN TRUSTEE 1.00 40.00 X 0 58469 0 ANDREW C DAVIS TRUSTEE 1.00 40.00 X 0 55326 0 DAVID A CARLO TRUSTEE 1.00 X 0 0 0 JASON F SHERIDAN TRUSTEE 1.00 40.00 X 0 58407 0 JONATHAN P BRODY TRUSTEE 1.00 10.00 X 0 19043 0 DEBORAH O'CONNOR TRUSTEE 1.00 X 0 0 0 THOMAS KUCHARK TRUSTEE 1.00 10.00 X 0 39520 0 DOMINICK PEDULLA TRUSTEE 1.00 X 0 0 0 0 302786 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 X 0 0 0 0 0 0 0 X 0 0 0 1 1 0 0 1 0 0 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: MURPHY, MCCLELLAN, DAVIS, BRODY AND SHERIDAN PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: THE TRUSTEES LISTED ABOVE ARE ALSO BOARD MEMBERS AND EMPLOYEES OF THE POLICE BENEVOLENT ASSOCIATION NEW YORK STATE TROOPERS, INC. WHICH IS THE ORGANIZATION THAT THIS FUND MERGED WITH. PART I, LINE 6C: THE NET ASSETS OF NYST PBA SUPPLEMENTAL FUND WERE TRANSFERRED TO POLICE BENEVOLENT ASSOCIATION OF NEW YORK STTAE TROOPERS, INC. (PBA) IN 2024. THE PBA PREVIOULSY 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"). THE GRANTOR TRUST SURVIVES THE MERGER. THE GRANTOR TRUST IS CONSIDERED A RABBI TRUST AND IS 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. 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 0 0