2024-03-12T15:44:41-05:00 2023-06-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2022-07-01 521846907 AMERICAN FEDERATION OF TEACHERS BENEFIT TRUST AMER 2028794500 555 NEW JERSEY AVE NW WASHINGTON DC 20001 FEDRICK INGRAM SECRETARY TREASURER SECRETARY TREASURER 2028794500 2024-03-12 1 FEDRICK INGRAM SECRETARY TRE 999009999 1 ERIN CRANMER P01712644 2023319880 2024-03-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z FEDRICK INGRAM 555 NEW JERSEY AVE NW WASHINGTON DC 20001 2526577 0 X N/A X 1993 DC THE PURPOSE OF THE PLAN WAS TO PROVIDE VARIOUS MEDICAL, LIFE AND DISABILITY INSURANCE BENEFITS TO PARTICIPATING FEDERATION MEMBERS AS AN ENHANCEMENT TO COLLECTIVELY BARGAINED BENEFITS. THE PLAN TRANSFERRED OWNERSHIP OF CERTAIN BENEFIT PROGRAMS TO ANOTHER PROVIDER. ANY INCOME FROM THESE TRANSFERRED PROGRAMS AS WELL AS INCOME FROM PROGRAMS RETAINED BY THE PLAN IS REVENUE TO THE PLAN WHICH IS USED TO FURTHER MEMBER BENEFIT PROGRAMS. 5 3 0 0 0 0 2430294 2526508 0 0 0 69 0 0 2430294 2526577 0 0 1552303 2733379 33962 49270 0 0 0 12956 15177 1599221 2797826 831073 -271249 3027976 2760561 45964 529 2982012 2760032 X THE PURPOSE OF THE PLAN WAS TO PROVIDE VARIOUS MEDICAL, LIFE AND DISABILITY INSURANCE BENEFITS TO PARTICIPATING FEDERATION MEMBERS AS AN ENHANCEMENT TO COLLECTIVELY BARGAINED BENEFITS. THE PLAN TRANSFERRED OWNERSHIP OF CERTAIN BENEFIT PROGRAMS TO ANOTHER PROVIDER. ANY INCOME FROM THESE TRANSFERRED PROGRAMS AS WELL AS INCOME FROM PROGRAMS RETAINED BY THE PLAN IS REVENUE TO THE PLAN WHICH IS USED TO FURTHER MEMBER BENEFIT PROGRAMS. 0 0 THE PURPOSE OF THE PLAN WAS TO PROVIDE VARIOUS MEDICAL, LIFE AND DISABILITY INSURANCE BENEFITS TO PARTICIPATING FEDERATION MEMBERS AS AN ENHANCEMENT TO COLLECTIVELY BARGAINED BENEFITS. THE PLAN TRANSFERRED OWNERSHIP OF CERTAIN BENEFIT PROGRAMS TO ANOTHER PROVIDER. ANY INCOME FROM THESE TRANSFERRED PROGRAMS AS WELL AS INCOME FROM PROGRAMS RETAINED BY THE PLAN IS REVENUE TO THE PLAN WHICH IS USED TO FURTHER MEMBER BENEFIT PROGRAMS. 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 3 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 X THE TRUST 2028794509 555 NEW JERSEY AVE NW WASHINGTON DC 20001 FEDRICK INGRAM CHAIRPERSON 1.00 59.00 X X 0 372146 86820 EVELYN DEJESUS SECRETARY 1.00 59.00 X X 0 292823 83509 DAVID GRAY TRUSTEE 1.00 X 0 0 0 JERRY JORDAN TRUSTEE 1.00 X 0 0 0 LOUIS MALFARO TRUSTEE 1.00 X 0 0 0 0 664969 170329 0 0 1 0 0 2526508 2526508 69 69 2526577 0 0 69 2733379 49270 14500 36 641 2797826 2897614 1576359 130362 130362 1050000 0 3840 3027976 2760561 529 45964 0 45964 529 X 2982012 2760032 2982012 2760032 3027976 2760561 -271249 49269 0 X 0 1 X 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 2575810 49269 49269 2526541 36 36 2526577 2797790 0 2797790 36 36 2797826 PART X, LINE 2: THE PLAN IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE. AS OF JUNE 30, 2023, THE PLAN ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (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 PLAN PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. 0 0 0 FEDRICK INGRAM CHAIRPERSON 0 289232 0 2000 0 80914 0 59071 0 27749 0 458966 0 0 EVELYN DEJESUS SECRETARY 0 272966 0 13307 0 6550 0 55760 0 27749 0 376332 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE TRUSTEES. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HAVE A COMMITTEE THAT ACTED ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DRAFTED THROUGH A COLLABORATIVE EFFORT OF THE INSTITUTE'S OUTSIDE AUDIT FIRM AND IN-HOUSE FINANCIAL AND LEGAL PROFESSIONALS. THE DRAFT IS DISTRIBUTED TO THE EXECUTIVE TEAM FOR REVIEW PRIOR TO FILING. THE FORM IS THEN FINALIZED AND THEN SUBMITTED. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 AND CERTAIN GOVERNING DOCUMENTS ARE AVAILABLE AS REQUIRED BY LAW UPON REQUEST. AMERICAN FEDERATION OF TEACHERS AFL-CIO 555 NEW JERSEY AVENUE NW WASHINGTON DC 20001 360725240 LABOR ORGANIZATION DC 501(C)(5) 0 555 NEW JERSEY AVENUE NW INC 555 NEW JERSEY AVENUE NW WASHINGTON DC 20001 521797147 TITLE HOLDING COMPANY DC 501(C)(2) AMERICAN FEDERATION OF TEACHERS AFL-CIO 0 CAPITOL PLACE I ASSOCIATES LIMITED PARTNERSHIP 555 NEW JERSEY AVENUE NW WASHINGTON DC 20001 521293001 REAL ESTATE RENTAL DC AMERICAN FEDERATION OF TEACHERS AFL-CIO RELATED 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0