2025-10-28T14:24:12-05:00 2024-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-01-01 410909669 ST PAUL PIPEFITTERS JOINT JOURNEYMEN & APPRENTICE TRAINING TRUST FUND STPA 6514555282 1301 LORIENT STREET ST PAUL MN 55117 BRYAN NELSON CHAIRMAN 6514555282 2025-10-28 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-10-28 2024 2025-03-06 01:10:19Z BRYAN NELSON 1301 LORIENT STREET ST PAUL MN 55117 4557133 0 X WWW.LOCAL455JATC.COM X 1968 MN APPRENTICE EDUCATIONAL BENEFITS ASSOCIATED WITH SIX-YEAR SCHOOLING AND APPRENTICESHIP PROGRAM IN THE PIPEFITTING TRADE. 9 7 71 0 0 0 18500 0 3247588 3522725 27028 194463 448 1474 3293564 3718662 0 0 0 0 1187981 1337510 0 0 0 642199 1140446 1830180 2477956 1463384 1240706 10549545 11581865 2627 2104 10546918 11579761 APPRENTICE EDUCATIONAL BENEFITS ASSOCIATED WITH SIX-YEAR SCHOOLING AND APPRENTICESHIP PROGRAM IN THE PIPEFITTING TRADE. 0 0 1588909 3522725 APPRENTICE EDUCATIONAL BENEFITS ASSOCIATED WITH SIX-YEAR SCHOOLING AND APPRENTICESHIP PROGRAM IN THE PIPEFITTING TRADE. 1588909 1 0 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 71 1 0 0 0 0 0 0 0 0 0 0 X 9 7 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 LARRY STEVENS JR CHAIR 1.00 X 0 0 0 RAY BEAR CO-CHAIR 1.00 X 0 0 0 LORI BAUER TRUSTEE 1.00 X 0 0 0 MICHAEL HADD TRUSTEE (P) 1.00 X 0 0 0 PETER JORDAN TRUSTEE 1.00 X 0 0 0 BRYAN NELSON TRUSTEE 1.00 X 0 0 0 STEVE PANGBURN TRUSTEE 1.00 X 0 0 0 BRUCE PYLKAS TRUSTEE 1.00 X 0 0 0 JEREMY MCCONKEY COORDINATOR/SECRETARY 50.00 X 159403 0 61559 JOSEPH PALEWICZ COORDINATOR/SECRETARY 45.00 X 144274 0 55723 303677 0 117282 2 0 1 0 0 EMPLOYER CONTRIBUTIONS 525100 3522725 3522725 3522725 190858 190858 842076 838471 3605 3605 3605 OTHER INCOME 900099 1474 1474 1474 3718662 3522725 0 195937 420959 420959 668922 588183 80739 85954 85954 79055 79055 82620 48673 33947 42336 42336 39636 39636 24902 24902 9504 9504 121064 81113 39951 255924 250806 5118 61020 56749 4271 21125 21125 TRAINING MATERIALS & EQ 431739 431739 INSTRUCTIONAL PUBLICATI 130177 130177 RENT 1550 1550 GRADUATION AWARDS DINNE 1469 1469 2477956 1588909 889047 0 3800 5150816 2443707 4054427 5398729 5079931 10549545 11581865 2627 2104 2627 2104 X 10516918 11549761 30000 30000 10546918 11579761 10549545 11581865 1240706 -207863 0 X X 0 1 X 1 0 X 2455019 2642868 2675742 3266088 3522725 14562442 381548 314434 140791 448 1474 838695 2836567 2957302 2816533 3266536 3524199 15401137 0 0 0 15401137 12106 5253 2803 27028 194463 241653 12106 5253 2803 27028 194463 241653 2848673 2962555 2819336 3293564 3718662 15642790 0.98460 0.99570 0.01540 0.00430 X 0 BENEFICIAL INTEREST IN GRANTOR TRUST 5079931 5079931 X 3485897 -207863 -207863 3693760 24902 24902 3718662 2453054 0 2453054 24902 24902 2477956 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 JEREMY MCCONKEY COORDINATOR/SECRETARY 159403 0 0 0 0 0 32068 0 29491 0 220962 0 0 0 JOSEPH PALEWICZ COORDINATOR/SECRETARY 144274 0 0 0 0 0 29032 0 26691 0 199997 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 RETURN IS PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO THE SIGNING AND FILING OF THE RETURN. 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 OF THE FINANCIAL STATEMENTS. 1301 LORIENT STREET TRUST 1301 LORIENT STREET ST PAUL MN 55117 416355207 MANAGING PROPERTY AND BUILDING MN T 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 255924 COST