2026-07-10T14:06:45-05:00 2025-08-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2024-09-01 592314899 TAMPA BAY PIPE TRADES JATC PLUM 8137544054 3601 MCINTOSH ROAD DOVER FL 33527 KARLA O'BERRY-BOATRIGHT TRUSTEE 8136360123 2026-07-10 1 0 EDISON S USCHOLD P01718620 3123680500 2026-07-10 2024 2025-03-06 01:10:19Z X X KARLA O'BERRY-BOATRIGHT 3601 MCINTOSH ROAD DOVER FL 33527 1286378 0 X N/A X 1966 FL APPRENTICE TRAINING 8 8 27 0 0 0 166774 343145 848683 933165 10930 10068 916 0 1027303 1286378 0 0 0 0 568401 612973 0 0 0 443959 563578 1012360 1176551 14943 109827 707141 816821 4742 4595 702399 812226 APPRENTICE TRAINING 0 0 770536 0 933165 THE FUND PROVIDES EDUCATION AND TRAINING TO APPRENTICES AND JOURNEYMAN AS PROVIDED BY THE COLLECTIVE BARGAINING AGREEMENT. 770536 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 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 1 0 1 27 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 1 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 X KARLA O'BERRY-BOATRIGHT 8137544054 3601 MCINTOSH ROAD DOVER FL 33527 X MARK VIGGIANO TRUSTEE / ASST TRAINING CO 35.00 4.00 X 84136 0 46855 RICHARD CRANKER TRUSTEE 2.00 4.00 X 0 0 0 KARLA O'BERRY BOATRIGHT TRUSTEE 2.00 4.00 X 0 0 0 SALVADOR CORRAL TRUSTEE 2.00 X 0 0 0 DAVID BUSHEA TRUSTEE 2.00 4.00 X 0 0 0 CRAIG CALLEY TRUSTEE 2.00 4.00 X 0 0 0 JEROMY HARRIS TRUSTEE 2.00 4.00 X 0 0 0 PAUL MORSE TRUSTEE - PAST 2.00 4.00 X 0 0 0 GREG ACKER TRUSTEE - NEW 2.00 4.00 X 0 0 0 LEE MIDDLETON TRAINING COORDINATOR 40.00 X 103026 0 59476 187162 0 106331 1 0 1 0 0 5000 338145 343145 EMPLOYER CONTRIBUTIONS 900099 924521 924521 TEXTBOOK, SUPPLIES AND 900099 8644 8644 933165 10068 10068 1286378 933165 0 10068 286248 97613 188635 260280 206536 53744 18658 5222 13436 13423 1586 11837 34364 22005 12359 12500 12500 300 300 21196 21196 20648 20648 25507 13808 11699 103381 82705 20676 70680 38262 32418 27646 27646 6128 3317 2811 TRAINING EXPENSES 260179 260179 BANQUET AND AWARDS 9690 9690 ANCILLARY CONTRIBUTIONS 5723 1967 3756 1176551 770536 406015 0 328648 229332 273456 469704 487883 370098 105037 117785 707141 816821 4742 4595 4742 4595 X 0 0 0 0 702399 812226 702399 812226 707141 816821 109827 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42046 42046 0 445837 328052 117785 117785 PAYROLL WITHHOLDINGS UNREMITTED 4595 4595 X 1286378 0 1286378 0 1286378 1176551 0 1176551 0 1176551 PART X, LINE 2: THE FUND IS REQUIRED TO EVALUATE ITS TAX POSITIONS AND DISCLOSE THE AMOUNT OF A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 6 THE JATC HAS AN AGREEMENT WITH THE SCHOOL BOARD OF HILLSBOROUGH COUNTY (THE SCHOOL BOARD) TO PROVIDE CLASSROOM AND ON THE JOB TRAINING FOR STUDENT APPRENTICES. UNDER THIS AGREEMENT, THE JATC RECEIVES COMPENSATION FROM THE SCHOOL BOARD FOR THESE TRAINING SERVICES. THE JATC ALSO APPLIES FOR GOVERNMENT FUNDED GRANTS SOLELY FOR PURPOSES AUTHORIZED UNDER THE APPLICABLE GRANT AGREEMENTS AND TO FURTHER THE ORGANIZATION'S EXEMPT EDUCATIONAL MISSION. 0 0 0 0 0 0 0 0 0 LEE MIDDLETON TRAINING COORDINATOR 103026 0 0 0 0 0 46395 0 13081 0 162502 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE TRUST DOCUMENT WAS AMENDED BY CHANGING THE NAME OF THE FUND FROM PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 123 APPRENTICESHIP TRAINING TRUST FUND TO TAMPA BAY PIPE TRADES JATC. THE TRUST DOCUMENT WAS ALSO AMENDED TO ADD PURPOSE AND DISSOLUTION PROVISIONS THAT SATISFY THE REQUIREMENTS OF IRC SECTION 501(C)(3). FORM 990, PART VI, SECTION A, LINE 8B THE FUND DOES NOT HAVE A SEGREGATED COMMITTEE WHICH ACTS ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. AFTER THE BOARD'S REVIEW, THE FORM IS APPROVED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C THE FUND IS REQUIRED BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT TO DISCLOSE ANY CONFLICTS OF INTEREST. THE TRUSTEES MONITOR AND ENFORCE THE FUND'S COMPLIANCE WITH ERISA WITH ASSISTANCE FROM THE FUND'S PROFESSIONALS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE. FORM 990, PART VII, SECTION A, COLUMNS D AND F AND LINE 5 THE TRAINING COORDINATOR AND ASSISTANT COORDINATOR'S SALARY AND FRINGE BENEFITS ARE INITIALLY PAID BY THE PLUMBERS & PIPEFITTERS LOCAL 123 UNDER A COMMON PAYMASTER AGREEMENT AND ARE REIMBURSED BY THE APPRENTICESHIP FUND ON A PERIODIC BASIS. THE TRAINING COORDINATOR AND ASSISTANT COORDINATOR'S FORM W-2 ARE ISSUED BY THE PLUMBERS & PIPEFITTERS LOCAL 123. PLUMBERS & PIPEFITTERS LOCAL 123 WELFARE FUND 8657 BAYPINE ROAD JACKSONVILLE FL 32256 596134275 PROVIDE HEALTH INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS FL 501(C)(9) N/A 0 PLUMBERS & PIPEFITTERS LOCAL 123 PENSION FUND 8657 BAYPINE ROAD JACKSONVILLE FL 32256 596164124 PROVIDE PENSION BENEFITS TO ELIGIBLE PARTICIPANTS FL 401(A) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0