2026-02-24T18:46:30-06:00 2025-06-30 454205322 HW LLP 16133 VENTURA BLVD STE 700 ENCINO CA 914362406 990 2024-07-01 912127019 So California Sheet Metal Industry Labor Management Cooperation Trust ORAN 5629446345 12070 Telegraph Road Suite 350 Santa Fe Springs CA 90670 Kristine Hammond Administrator 5629446345 2026-02-24 1 1 Louis Hamel P00392169 8189213980 2026-02-23 2024 2025-03-06 01:10:19Z Kristine Hammond 12070 Telegraph Road Suite 350 Santa Fe Springs CA 90670 568639 0 X N/A X 2008 CA To improve public image and foster positive labor-management relations. 8 8 0 0 0 0 477484 523656 0 0 32018 44983 0 0 509502 568639 0 0 0 0 0 0 0 0 0 0 501567 0 501567 509502 67072 1602258 1711636 0 0 1602258 1711636 To improve public image and foster positive labor-management relations. 0 0 428243 Annual seminars and conferences to be attended by members, including management and union workers, to foster greater understanding and improve labor-management relations. The Trust also conducts apprenticeship programs, including graduation ceremonies. 4171 Marketing and media plan to improve public image of industry, including newsletters, pamphlets, brochures and advertising. 432414 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X Kristine Hammond 5629446345 12070 Telegraph Road Suite 350 Santa Fe Springs CA 90670 X Joaquain Stallworth Labor Trustee 2.00 X 0 0 0 Alan Sandoval Labor Trustee 2.00 X 0 0 0 Al Hernandez Labor Trustee - Co-Chairman 2.00 X X 0 0 0 Donny Sappington Labor Trustee 2.00 X 0 0 0 Hector Vargas Management Trustee - Co-Chairman 2.00 X X 0 0 0 Gina Medel Management Trustee 2.00 X 0 0 0 Mohammad Alkhunder Management Trustee 2.00 X 0 0 0 Karen Fox Management Trustee 2.00 X 0 0 0 Mark Terzigni Executive Director 5.00 X 0 0 0 0 0 0 0 0 0 0 0 523296 360 523656 44983 44983 568639 0 0 44983 11015 11015 6207 6207 26774 4171 22603 79267 79267 Apprenticeship Graduati 298095 298095 Trust Funds Admion Fees 56000 28000 28000 Drug Testing Admin 22881 22881 Bank Fees 1328 1328 501567 432414 69153 0 605685 633980 48335 538 948238 1077118 1602258 1711636 0 0 X 971421 1711636 630837 0 1602258 1711636 1602258 1711636 67072 42306 0 X X 0 1 X 1 0 0 1 0 0 PIMCO Income fund institutional 216656 F American Century Short Duration Incl 63205 F Pioneer Bond Fund Class Y 162915 F AB Income Fund Advisors Class 107839 F JP Morgan Equity Income Class I 31848 F Vangard Small-Cap Index Fund 20082 F Fidelity Contrafund 32715 F Fidelity International Index Fund 23827 F PGIM Shrt Sur Multi-sect BND CL Z 149317 F Fidelity 500 Index 118438 F Artisan Intl Value Fund Instl 28026 F Blackrock Systematic Multi-Strategy Instl 53103 F Goldman Sachs GOG Partners Intl OPP I 17134 F PGIM ETF TR PGIM ULTRA SH BD 52013 F 1077118 X 604738 36099 36099 568639 0 568639 495360 0 495360 6207 6207 501567 Part X, Line 2: The Trust has been granted tax-exempt status as a business league by the Internal Revenue Service under Section 501(c)(6) of the Internal Revenue Code. Management reviews the status of all tax positions annually to determine if any tax position should affect the Trust's financial statements. For the tax year 2024 and for all previous tax years subject to investigation by the relevant taxing authorities, Trust management estimates that no tax positions require an adjustment to the Trust's financial statements. The Trust is still open to examination by various major tax authorities for years beginning in 2020. Form 990, Part VI, Section A, line 6 Members consist of employers subject to the collective bargaining agreement. Form 990, Part VI, Section A, line 7a Member employers. Form 990, Part VI, Section B, line 11b Organization's process is for the Co-Chairmen and Administrator to review the Form 990 before filing. Form 990, Part VI, Section B, line 12c Reviewed annually during board meeting. Form 990, Part VI, Section C, line 19 Upon written request, the Trust shall make available for public review at a mutually convenient time. Form 990, Part XII, Line 2c: Co-Chairmen and Administrator conduct oversight of the audit.