2024-11-11T09:31:20-06:00 2023-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-01-01 410909669 ST PAUL PIPEFITTERS JOINT JOURNEYMEN & APPRENTICE TRAINING TRUST FUND STPA 6514555282 1301 LORIENT STREET ST PAUL MN 55117 BRYAN NELSON CHAIRMAN 6514555282 2024-11-11 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-11-11 2023 2024-10-15 13:58:12Z BRYAN NELSON 1301 LORIENT STREET ST PAUL MN 55117 3293564 0 X WWW.LOCAL455JATC.COM X 1968 MN APPRENTICE EDUCATIONAL BENEFITS ASSOCIATED WITH ITS SIX YEAR SCHOOLING AND APPRENTICESHIP PROGRAM. 8 4 63 0 0 0 27000 18500 2781132 3247588 2803 27028 8401 448 2819336 3293564 0 0 0 0 1007308 1187981 0 0 0 508921 642199 1516229 1830180 1303107 1463384 9396479 10549545 2811 2627 9393668 10546918 APPRENTICE EDUCATIONAL BENEFITS ASSOCIATED WITH ITS SIX-YEAR SCHOOLING AND APPRENTICESHIP PROGRAM. 0 0 1014519 3247588 APPRENTICE EDUCATIONAL BENEFITS ASSOCIATED WITH ITS SIX-YEAR SCHOOLING AND APPRENTICESHIP PROGRAM. 1014519 1 1 0 0 0 0 0 0 0 0 0 0 0 1 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 0 0 1 0 0 0 1 2 0 63 1 0 0 0 0 0 0 0 0 0 0 X 8 4 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 1 0 0 MN X JOSEPH PALEWICZ 6514455282 1301 LORIENT STREET ST PAUL MN 55117 MICHAEL HADD TRUSTEE 1.00 X 17342 0 0 BRYAN NELSON TRUSTEE 1.00 X 12051 0 0 BRUCE PYLKAS TRUSTEE 1.00 X 0 0 0 LORI BAUER TRUSTEE 1.00 X 0 0 0 PETER JORDAN TRUSTEE 1.00 X 0 0 0 STEVE PANGBURN CHAIR 1.00 X 14339 0 0 LARRY STEVENS JR CO-CHAIR 1.00 X 0 0 0 RAY BEAR TRUSTEE 1.00 X 12287 0 0 JOSEPH PALEWICZ COORDINATOR/SECRETARY 45.00 X 139076 0 55411 JEREMY MCCONKEY COORDINATOR/SECRETARY 45.00 X 139076 0 55411 334171 0 110822 2 0 1 0 0 18500 18500 EMPLOYER CONTRIBUTIONS 525100 3247588 3247588 3247588 27028 27028 OTHER INCOME 900099 448 448 448 3293564 3247588 0 27476 388974 388974 556214 490043 66171 90387 90387 78811 78811 73595 43224 30371 42601 42601 44173 44173 4421 4421 5928 5928 104454 69984 34470 168000 164640 3360 60151 55941 4210 74 74 16760 16760 INSTRUCTIONAL PUBLICATI 120575 120575 TRAINING MATERIALS & EQ 69249 69249 RENT 4950 4950 GRADUATION AWARDS DINNE 863 863 1830180 1014519 815661 0 3649477 5150816 7358 5739644 5398729 9396479 10549545 2811 2627 2811 2627 X 9363668 10516918 30000 30000 9393668 10546918 9396479 10549545 1463384 -310134 0 X X 0 1 X 1 0 X 3006520 2455019 2642868 2675742 3266088 14046237 559439 381548 314434 140791 448 1396660 3565959 2836567 2957302 2816533 3266536 15442897 0 0 0 15442897 20042 12106 5253 2803 27028 67232 20042 12106 5253 2803 27028 67232 3586001 2848673 2962555 2819336 3293564 15510129 0.99570 0.99700 0.00430 0.00300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 BENEFICIAL INTEREST IN GRANTOR TRUST 5398729 5398729 X 2979009 -310134 -310134 3289143 4421 4421 3293564 1825759 0 1825759 4421 4421 1830180 PART X, LINE 2: MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND TO RECOGNIZE A TAX LIABILITY IF THE FUND 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 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 FUND. 0 0 0 0 0 0 0 0 0 JOSEPH PALEWICZ COORDINATOR/SECRETARY 139076 0 0 0 0 0 29601 0 25810 0 194487 0 0 0 JEREMY MCCONKEY COORDINATOR/SECRETARY 139076 0 0 0 0 0 29601 0 25810 0 194487 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE BOARD IS MADE UP OF FOUR UNION AND FOUR CONTRACTOR REPRESENTATIVES. THESE REPRESENTATIVES ARE APPOINTED BY THE LOCAL UNION 455 AND THE MINNESOTA MECHANICAL CONTRACTORS ASSOCIATION RESPECTIVELY. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO SIGNING. FORM 990, PART VI, SECTION B, LINE 12C AT THE FIRST MEETING OF THE BOARD OF TRUSTEES HELD EACH YEAR, A COPY OF THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO THE TRUSTEES. IN ADDITION, A DISCLOSURE STATEMENT IS DISTRIBUTED TO EACH TRUSTEE. THE DISCLOSURE STATEMENT HAS BEEN PREPARED IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE COORDINATOR IS REVIEWED BY THE BOARD OF TRUSTEES ANNUALLY AND IS DETERMINED IN ACCORDANCE WITH A WRITTEN COMPENSATION AGREEMENT. THE MOST RECENT AGREEMENT WAS EFFECTIVE IN JANUARY 2019. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE MEMBERS UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND THE FINANCIAL STATEMENTS. 1301 LORIENT STREET TRUST 1301 LORIENT STREET ST PAUL MN 55117 416355207 MANAGING PROPERTY AND BUILDING MN T -340915 5398729 0.46500 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1301 LORIENT STREET TRUST P 168000 COST