2024-11-15T11:56:22-06:00 2023-12-31 271803215 SAFE HARBOR LLP 5812 GEARY BLVD SAN FRANCISCO CA 94121 990 2023-01-01 205219583 BEN HUDNALL MEMORIAL TRUST BENH 5106255886 1 KAISER PLAZA 22ND FLOOR OAKLAND CA 94612 LYNDA WAGNER FINANCE DIRECTOR 5106255886 2024-11-14 1 0 CHUN WONG P01063068 4157424249 2023 2024-10-15 13:58:12Z BEN HUDNALL MEMORIAL TRUST LYNDA WAGNER 1 KAISER PLAZA 22ND FL OAKLAND CA 94612 40515266 0 X HTTPS://BHMT.ORG/ X 2006 CA THIS TRUST IS ESTABLISHED FOR THE EXCLUSIVE PURPOSE OF FUNDING AND IMPLEMENTING EDUCATION AND TRAINING PROGRAMS AND SERVICES DEVELOPED AND DECIDED BY KAISER PERMANENTE, THE ALLIANCE, AND THE COALITION REPRESENTING THE EMPLOYEES, IN FURTHERANCE OF THEIR EXEMPT PURPOSE. 6 6 60 0 0 0 50889844 40260539 0 0 83972 88308 0 0 50973816 40348847 0 0 0 0 4653601 5417387 0 0 0 33830024 33335796 38483625 38753183 12490191 1595664 47441633 47703486 3531650 2034529 43909983 45668957 THIS TRUST IS ESTABLISHED FOR THE EXCLUSIVE PURPOSE OF FUNDING AND IMPLEMENTING EDUCATION AND TRAINING PROGRAMS AND SERVICES DEVELOPED AND DECIDED BY KAISER PERMANENTE, THE ALLIANCE, AND THE COALITION REPRESENTING THE EMPLOYEES, IN FUTHERANCE OF THEIR EXEMPT PURPOSE. 0 0 37276341 40348847 THIS IS AN EMPLOYEE WELFARE BENEFIT PLAN THAT PROVIDES EDUCATION AND TRAINING BENEFITS FOR ELIGIBLE EMPLOYEES UNDER PROGRAMS DEVELOPED JOINTLY BY KAISER PERMANENTE, THE ALLIANCE OF HEALTHCARE UNIONS (ALLIANCE), AND THE COALITION OF KP UNIONS (COALITION) REPRESENTING THE EMPLOYEES. THE BENEFITS PROVIDED UNDER THIS PLAN ARE IN THE FORM OF CAREER DEVELOPMENT AND UPGRADED TRAINING AND SERVICES. 37276341 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 9 0 1 60 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 CA X LYNDA WAGNER 5105062470 1 KAISER PLAZA 22ND FLOOR MAIL ROOM OAKLAND CA 94612 X DAN COUSINS TRUSTEE - MANAGEMENT 0.20 X 0 0 0 JIM PRUITT TRUSTEE - MANAGEMENT 0.20 X 0 0 0 MILTON JONES TRUSTEE - LABOR 0.20 X 0 0 0 LINDA BRIDGES TRUSTEE - LABOR 0.20 X 0 0 0 STEVE SHIELDS TRUSTEE - MANAGEMENT 0.20 X 0 0 0 CHARMAINE MORALES TRUSTEE - LABOR 0.20 X 0 0 0 BRYAN WYNN TRUSTEE - LABOR 0.20 X 0 0 0 LYNDA WAGNER CFO/MANAGING DIRECTOR 40.00 X 176499 0 0 TOM RAUCH IT/MARKETING DIRECTOR 40.00 X 147793 0 0 KOY SAEPHAN PROGRAMS DIRECTOR 40.00 X 155727 0 0 GARY LABARBERA OPERATION DIRECTOR 40.00 X 153668 0 0 LUCY GUTIERREZ HUMAN RESOURCES DIRECTOR 40.00 X 150325 0 0 ESTHER FREEMAN DIRECTOR OF CAREER DEVELOPMENT 40.00 X 133150 0 0 KIMBERLY GRIMES-SOLOMON DIRECTOR OF STRATEGIC PART 40.00 X 132448 0 0 BRIAN KELLY ASSOCIATE DIRECTOR OF MARK 40.00 X 121768 0 0 ELAINA CHANCE ASSOCIATE DIRECTOR OF CARE 40.00 X 116735 0 0 1288113 0 0 21 0 1 0 0 40260539 40260539 107326 107326 147401 166419 -19018 -19018 -19018 40348847 0 0 88308 176499 176499 4348587 3357792 990795 493701 256425 237276 398600 311130 87470 17255 17255 170000 170000 493423 493423 125475 125475 36465 36465 386465 384080 2385 20491 20491 STIPENDS FOR TRAINING P 19528704 19528704 TRAINING PROGRAM COSTS 10726378 10726378 PROGRAM COUNSELORS 1429838 1429838 TRUST ADMINISTRATION 401302 401302 38753183 36395649 2357534 0 42087412 41321651 2623432 3063112 138718 151617 3508542 2773051 378136 735491 2213935 2431615 47441633 47703486 3531650 2034529 3531650 2034529 X 0 0 0 0 43909983 45668957 43909983 45668957 47441633 47703486 1595664 138574 24736 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3508542 2773051 735491 735491 X PART X, LINE 2: THE TRUST HAS ADOPTED THE PROVISIONS RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH DEFINES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITION(S) TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TRUST'S MANAGEMENT HAS CONSIDERED IT'S TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE TRUST ON IT'S FEDERAL AND STATE TAX RETURNS ARE "MORE LIKELY THAN NOT" TO BE SUSTAINED UPON EXAMINATION. THE TRUST FILES TAX RETURNS IN THE US (FEDERAL) AND CALIFORNIA JURISDICTIONS. WITH FEW EXCEPTIONS, THE TRUST'S TAX RETURNS ARE NO LONGER SUBJECT TO FEDERAL TAX EXAMINATIONS FOR THE YEARS BEFORE 2020 (I.E., DUE TO THE 3-YEAR STATUTE OF LIMITATIONS). 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FORM 990, PART VI, SECTION C, LINE 19 THE TRUST ADHERES TO LAWS REGULATING THE DISCLOSURE OF ITS DOCUMENTS TO THE GENERAL PUBLIC. KAISER PERMANENTE LABOR MANAGEMENT ONE KAISER PLAZA OAKLAND CA 94612 943382057 FUND EDUCATION CA 501(C)(5) N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 KAISER FOUNDATION HEALTH PLAN INC K 36465 COST KAISER FOUNDATION HEALTH PLAN INC M 351838 COST KAISER PERMANENTE LABOR MANAGEMENT PARTNERSHIP TRUST M 49464 COST