2025-11-17T11:15:30-06:00 2024-12-31 271803215 SAFE HARBOR LLP 5812 GEARY BLVD SAN FRANCISCO CA 94121 990 2024-01-01 205219583 BEN HUDNALL MEMORIAL TRUST BENH 5106255886 1 KAISER PLAZA 22ND FLOOR OAKLAND CA 94612 LYNDA WAGNER MANAGING DIRECTOR 5106255886 2025-11-14 1 0 CHUN WONG P01063068 4157424249 2024 2025-03-06 01:10:19Z BEN HUDNALL MEMORIAL TRUST LYNDA WAGNER 1 KAISER PLAZA 22ND FL OAKLAND CA 94612 42851000 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 69 0 0 0 40260539 42687751 0 0 88308 163249 0 0 40348847 42851000 0 0 0 0 5417387 6490068 0 0 0 33335796 36231626 38753183 42721694 1595664 129306 47703487 47543593 2034529 1695476 45668958 45848117 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 40174184 42687751 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. 40174184 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 69 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 DAN COUSINS TRUSTEE - MANAGEMENT 0.20 X 0 0 0 JIM PRUITT TRUSTEE - MANAGEMENT 0.20 X 0 0 0 LINDA BRIDGES TRUSTEE - LABOR 0.20 X 0 0 0 ARLENE PEASNALL 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 JESSICA BUTZ CO-DIRECTOR 40.00 X 0 0 0 LIONEL SIMS CO-DIRECTOR 40.00 X 0 0 0 LYNDA WAGNER MANAGING DIRECTOR 40.00 X 181244 0 0 TOM RAUCH DIRECTOR OF IT/MARKETING 40.00 X 160498 0 0 KOY SAEPHAN DIRECTOR OF PROGRAMS 40.00 X 163873 0 0 GARY LABARBERA SR. DIRECTOR OF ORG. 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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 2021 (I.E., DUE TO THE 3-YEAR STATUTE OF LIMITATIONS). X 0 0 0 LYNDA WAGNER MANAGING DIRECTOR 181244 0 0 0 0 0 0 0 0 0 181244 0 0 0 KOY SAEPHAN DIRECTOR OF PROGRAMS 163873 0 0 0 0 0 0 0 0 0 163873 0 0 0 TOM RAUCH DIRECTOR OF IT/MARKETING 160498 0 0 0 0 0 0 0 0 0 160498 0 0 0 LUCY GUTIERREZ DIRECTOR OF HUMAN RESOURCES 157968 0 500 0 0 0 0 0 0 0 158468 0 0 0 GARY LABARBERA SR. DIRECTOR OF ORG. EFFECTIVENESS & 157788 0 0 0 0 0 0 0 0 0 157788 0 0 0 DAN COUSINS TRUSTEE KP EE 0 JIM PRUITT TRUSTEE KP EE 0 CHARMAINE MORALES TRUSTEE UNION EE 0 ARLENE PEASNALL TRUSTEE KP EE 0 LINDA BRIDGES TRUSTEE UNION EE 0 BRYAN WYNN TRUSTEE UNION EE 0 SCHEDULE L, PART IV - ADDITIONAL INFORMATION BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS. EACH TRUSTEE IS AN EMPLOYEE OF KAISER PERMANENTE MANAGEMENT OR OF A UNION WHICH HAS A COLLECTIVE BARGAINING AGREEMENT WITH KAISER PERMANENTE. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST ADHERES TO LAWS REGULATING THE DISCLOSURE OF ITS DOCUMENTS TO THE GENERAL PUBLIC. 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