2025-09-30T18:52:45-05:00 2024-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-01-01 232003122 TEAMSTERS LOCAL 830 SCHOLARSHIP FUND TEAM 2159691012 12298 TOWNSEND ROAD 2ND FLOOR PHILADELPHIA PA 19154 DANIEL GRACE TRUSTEE 2159691012 2025-09-30 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-09-30 2024 2025-03-06 01:10:19Z DANIEL GRACE 12298 TOWNSEND ROAD 2ND FLOOR PHILADELPHIA PA 19154 159117 0 X WWW.TEAM830FUNDS.ORG X 1975 PA TO PROVIDE MERIT-BASED SCHOLARSHIPS TO MEMBERS' DEPENDENT CHILDREN. 6 6 0 0 0 0 16200 325 120272 122131 13678 20901 3494 -608 153644 142749 109918 124813 0 0 0 0 0 0 0 20581 19984 130499 144797 23145 -2048 465971 477555 344334 358972 121637 118583 X TO PROVIDE FINANCIAL ASSISTANCE TO MEMBERS OF TEAMSTERS LOCAL 830 WHO ARE EMPLOYED BY PARTICIPATING EMPLOYERS AND TO THE MEMBERS' DEPENDENT CHILDREN WHO HAVE DEMONSTRATED SCHOLASTIC ABILITY, GOOD CHARACTER AND QUALITIES OF LEADERSHIP AND WHO MIGHT NOT OTHERWISE BE ABLE TO AFFORD A COLLEGE EDUCATION. 0 0 130176 124813 122131 TO PROVIDE FINANCIAL ASSISTANCE TO MEMBERS OF TEAMSTERS LOCAL 830 WHO ARE EMPLOYED BY PARTICIPATING EMPLOYERS AND TO THE MEMBERS' DEPENDENT CHILDREN WHO HAVE DEMONSTRATED SCHOLASTIC ABILITY, GOOD CHARACTER AND QUALITIES OF LEADERSHIP AND WHO MIGHT NOT OTHERWISE BE ABLE TO AFFORD A COLLEGE EDUCATION. 130176 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 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 0 0 0 0 0 0 PA X TREASURER 2159691012 12298 TOWNSEND ROAD PHILADELPHIA PA 19154 X DANIEL H GRACE TRUSTEE 1.00 X 0 0 0 LUIS H FONSECA TRUSTEE 1.00 X 0 0 0 MATTHEW J FUNCHION TRUSTEE 1.00 X 0 0 0 DOMINIC ORIGLIO TRUSTEE 1.00 X 0 0 0 JOHN O'ROURKE TRUSTEE 1.00 X 0 0 0 CHARLES T WHITE TRUSTEE 1.00 X 0 0 0 SAMUEL J KENISH ADMINSTRATOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 325 325 EMPLOYER CONTRIBUTIONS 900099 122131 122131 122131 20901 20901 15760 16368 -608 -608 142749 122131 0 20293 124813 124813 5000 5000 8164 8164 30 30 1427 1427 SELECTION COMMITTEE STI 4500 4500 JACKETS 863 863 144797 130176 14621 0 320427 467815 13079 9431 474 309 131991 465971 477555 344334 358972 344334 358972 X 121637 118583 121637 118583 465971 477555 -2048 -1006 0 X 0 1 X 1 0 X X 1 TEAMSTERS LOCAL 830 232003122 8 1 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 0 PART IV, SECTION A, LINE 3B: THE ORGANIZATION HAS CONFIRMED THIS BY REVIEWING THEIR IRS DETERMINATION LETTER. PART IV, SECTION A, LINE 3C: THE ORGANIZATION HAS CONFIRMED THIS BY REVIEWING THEIR IRS DETERMINATION LETTER. PART IV, SECTION E, LINE 2A: THE PURPOSE OF THE FUND IS TO PROVIDE FINANCIAL ASSISTANCE IN THE FORM OF SCHOLARSHIPS TO CHILDREN OF MEMBERS OF TEAMSTERS LOCAL 830 WHO HAVE DEMONSTRATED SCHOLASTIC ABILITY, GOOD CHARACTER AND QUALITIES OF LEADERSHIP AND WHO MIGHT NOT OTHERWISE BE ABLE TO AFFORD A COLLEGE EDUCATION. 0 SCHOLARSHIP AWARDS PAYABLE 358972 358972 X 158081 -1006 16368 15362 142719 30 30 142749 161135 16368 16368 144767 30 30 144797 PART X, LINE 2: THE FUND OBTAINED ITS LATEST TAX-EXEMPT STATUS DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) ON MARCH 10, 1998, IN WHICH THE IRS STATED THAT THE FUND, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND WAS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE FUND HAS BEEN AMENDED SINCE RECEIVING ITS DETERMINATION LETTER. HOWEVER, THE TRUSTEES AND THE FUND'S COUNSEL BELIEVE THAT THE FUND IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT 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 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, FUND TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 16,368. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 16,368. AWARDS BANQUET 15760 15760 11342 5026 15760 15760 11342 5026 16368 -608 0 SCHOLARSHIPS WARDED TO MEMBERS DEPENDENT CHILDREN 8 124813 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 RETURN IS PROVIDED TO THE BOARD OF TRUSTEES AND TO THE ADMINISTRATOR FOR THEIR REVIEW PRIOR TO THE SIGNING AND THE FILING OF THE RETURN. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST. TEAMSTERS LOCAL 830 PENSION PLAN 12298 TOWNSEND ROAD PHILADELPHIA PA 19154 231990755 PENSION FUND PA 401(A) 0 INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 830 12298 TOWNSEND ROAD PHILADELPHIA PA 19154 230725246 LABOR UNION PA 501(C)(5) 0 TEAMSTERS LOCAL 830 RETIREMENT SAVINGS PLAN 12298 TOWNSEND ROAD PHILADELPHIA PA 19154 237367250 PENSION FUND PA 401(A) 0 TEAMSTERS LOCAL 830 WELFARE PLAN 12298 TOWNSEND ROAD PHILADELPHIA PA 19154 231415471 WELFARE FUND PA 501(C)(9) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0