Form 990 Return of Organization ExemptFrom IncomeTax990s.foundationcenter.org/990_pdf_archive/135/...4a (Code: ) (Expenses $34, 780,028. including grants of ) (Revenue $ THE FUND PROVIDES

Form 990

Department of the TreasuryInternal Revenue Service

Return of Organization Exempt From Income TaxUnder section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)

► Do not enter Social Security numbers on this form as it may be made public.► Information about Form 990 and its instructions is at www.irs.gov/form990.

A For the 2013 calendar year, or tax year beginning 5/01

B Check if applicable C

Address change UNITED TEAMSTER FUND

Name change 2137-2147 UTICA AVENUE

Initial return BROOKLYN, NY 11234

Terminated

Amended return

Application pending F Name and address of principal officer

Same As C AboveI Tax-exempt status 501 (c)(3) X 501(c-(Q

J Website: ► N/A

K Form of organization Corporation X Trust

I Part 1-I Summarv

, 2013, and ending

OMB No 1545 OD47

pry., F_

4/30 , 2014Employer Identification Number

13-5549593Telephone number

(718) 859-1624

G Gross receipts $ 33 , 155, 545.

H(a) Is this a group return for subordinates' Yes X No

H(b) Are all subordinates included " Yes NoIf 'No,' attach a list (see instructions)

-4 (Insert no.) I 14947(a)(1) or 1 1527

Association I I

1 Briefly describe the organization's mission or most significant activities. THE FUND PROVIDES HOSPITAL- MEDICAL,-

PRESCRIPTION,-DENTAL, _DEATH,_OPTICAL AND _SURGICAL BENEFITS TO ITS MEMBERS COVERED-A ENTSUND E _co

E-------- ----_-- _ _________________---- _________ _______

______

02___ __________________ _____

-------------------- -Check this box ► If the organization discontinued its operations or disposed of more than 25% of its net assets

_

c7 3 Number of voting members of the governing body (Part VI, line 1 a) 3 6

06 4 Number of independent voting members of the governing body (Part VI, line 1 b) 6

d-' 5 Total number of individuals employed in calendar year 2013 (Part V,ITne-2a) 5 216 Total number of volunteers (estimate if necessary) 0

7a Total unrelated business revenue from Part VIII, column (C), line 7a 0 .

b Net unrelated business taxable income from Form 990-T, line 34'' 7b 0.

r-^ `--Prior Year Current Year

8 Contributions and grants (Part VIII, line 1h)

9 Program service revenue (Part VIII, line 2g) 31 917 763. 32 , 278 , 962.> 10 Investment Income (Part VIII, column (A), lines 3, 4, and 7d)'----_. - .: 1 .

11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)^ ,;' 876 752. 876 583.12 Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12`- 32, 794, 516. 33,155,545.

13 Grants and similar amounts paid (Part IX, column (A), lines 1-3)

14 Benefits paid to or for members (Part IX, column (A), line 4) 25 , 064, 201. 30 , 064 , 419.

15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) 1 , 724 , 264. 11716 , 261.

16a Professional fundraising fees (Part IX, column (A), line 11e)

b Total fundraising expenses (Part IX, column (D), line 25) ► ^';f': ^: n_, 14^.'0I

17 Other expenses (Part IX, column (A), lines lla-lid, llf-24e) 2 , 219 , 752. 2 999 348.

18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) . 29 008 217. 34 , 780 , 028.

-jj 19 Revenue less expenses Subtract line 18 from line 12 3 , 786 , 299. -1 , 624 , 483.rd

Beginning of Current Year End of Year

o 20 Total assets (Part X, line 16) 19 126 803. 18 494 1 12.c o

a 5 21 Total liabilities (Part X , line 26) 3 861 905. 4 853 697.

z • 22 Net assets or fund balances Subtract line 21 from line 20 15 264 898. 13 , 640 415.

Part II Si g nature BlockUnder penalties of perjury, I declare that I have examine this r turn, including accompanying schedules and statements , and to the best of my knowledge and belief, it is true , correct, and

w*complete Declaration of preparer (other th o er) is n all information of which preparer has any knowledge

ign Signature of off er

:'Here fType or print name and title

Print/Type preparer's name P a r sign fur

Paid MICHAEL STECKLERPreparer Firm's name ' STEINBERG STE KLER & PICCUse Only F i rm's address ' 462 7TH AVE 16TH FL

NEW YORK NY 10018-7606May the IRS discuss th is return with the preparer shown above' (see

H(c) Group exemption number

L Year of formation 1949 M State of leg a l dom ici le NY

BAA For Paperwork Reduction Act Notice, see the separate tnstru

Form 990 (2013) UNITED TEAMSTER FUND 13-5549593 Page 2Part III Statement of Program Service Accomp l is h ments

Check if Schedule 0 contains a response or note to any line in this Part Ill q

1 Briefly describe the organization's mission:

THE FUND PROVIDES HOSPITAL, MEDICAL, PRESCRIPTION, DENTAL, DEATH, _OPTICAL AND__---------------------------------SURGICAL BENEFITS TO ITS MEMBERS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS.-----------------------------------------------------------------------------------------------------------------------------

2 Did the organization undertake any significant program services during the year which were not listed on the prior

Form 990 or 990-EZ' q Yes N No

If 'Yes,' describe these new services on Schedule 0

3 Did the organization cease conducting , or make significant changes in how it conducts , any program services ? q Yes aX No

If 'Yes,' describe these changes on Schedule 0.

4 Describe the organization ' s program service accomplishments for each of its three largest program services, as measured by expensesSection 501 (c)(3) and 501 (c)(4) organizations and section 4947 (a)(1) trusts are required to report the amount of grants and allocations toothers , the total expenses, and revenue , if any , for each program service reported

4a (Code: ) (Expenses $ 34, 780, 028. including grants of $ ) (Revenue $

THE FUND PROVIDES HOSPITAL, MEDICAL, PRESCRIPTION, DENTAL, DEATH, _OPTICAL_AND_ _ _

SURGICAL BENEFITS TO ITS MEMBERS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS.-----------------------------------------------------------------

4 b (Code ) (Expenses including grants of )(Revenue

4c (Code ) (Expenses including grants of )(Revenue

4d Other program services (Describe in Schedule 0.)

(Expenses $ including grants of $ ) (Revenue $

4e Total program service expenses ► 34,780,028.

BAA TEeao1o2L 07/02/13 Form 990 (2013)

Form 990 (2013) UNITED TEAMSTER FUND 13-5549593 PagePart IV Checklist of Req uired Schedules

Yes No

1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If 'Yes,' completeSchedule A 1 X

2 Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? 2 X

3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidatesfor public office? If 'Yes,' complete Schedule C, Part 1 3 X

4 Section 501(cX3) organizations . Did the organization enga ge in lobbying activities, or have a section 501(h) election' 'in effect during the tax year ? If complete Schedule C, Part llYes, 4

5 Is the organization a section 501 (c)(4), 501(c)(5), or 501 (c)(6) organization that receives membership dues,assessments , or similar amounts as defined in Revenue Procedure 98-197 If 'Yes,' complete Schedule C, Part Ill 5 X

6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the rightto provide advice on the distribution or investment of amounts in such funds or accounts? If 'Yes,' complete Schedule D,Part 1 6 X

7 Did the organization receive or hold a conservation easement, including easements to preserve open space, theenvironment , historic land areas , or historic structures? If 'Yes,' complete Schedule D, Part IL 7 X

8 Did the organization maintain collections of works of art , historical treasures , or other similar assets If 'Yes,'complete Schedule D, Part Ill 8 X

9 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability , serve as a custodianfor amounts not listed in Part X; or provide credit counseling, debt management , credit repair , or debt negotiationservices? If ' Yes,' complete Schedule D, Part IV 9 X

10 Did the organization , directly or through a related organization , hold assets in temporarily restricted endowments,permanent endowments , or quasi-endowments? If 'Yes,' complete Schedule D, Part V 10 X

11 If the organization ' s answer to any of the following questions is 'Yes', then complete Schedule D, Parts VI, VII, VIII, IX,4̀'1

or X as applicable

a Did the organization report an amount for land, buildings and equipment in Part X, line 10' If 'Yes ,' complete ScheduleD, Part Vl 11a X

b Did the organization report an amount for investments - other securities in Part X, line 12 that is 5 % or more of its totalassets reported m Part X , line 16? If ' Yes,' complete Schedule D, Part VII_

c Did the organization report an amount for investments - program related in Part X, line 13 that is 5 % or more of its totalassets reported in Part X , line 16? If 'Yes,' complete Schedule D, Part VIII

d Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reportedin Part X , line 167 If 'Yes,' complete Schedule D, Part IX

e Did the organization report an amount for other liabilities in Part X , line 257 If 'Yes,' complete Schedule D, Part X

f Did the organization ' s separate or consolidated financial statements for the tax year include a footnote that addressesthe organization ' s liability for uncertain tax positions under FIN 48 (ASC 740) 7 If 'Yes,' complete Schedule D, Part X

12a Did the organization obtain separate , independent audited financial statements for the tax year) If 'Yes ,' completeSchedule D, Parts Xl, and XII

b Was the organization included in consolidated, independent audited financial statements for the tax year? If ' Yes,' andif the organization answered 'No' to line 12a, then completing Schedule D, Parts Xl and Xll is optional

13 Is the organization a school described in section 170 (b)(1)(A)(ii)? If 'Yes,' complete Schedule E

14a Did the organization maintain an office , employees, or agents outside of the United States?

b Did the organization have aggregate revenues or expenses of more than $10 , 000 from grantmaking, fundraising,business , investment, and program service activities outside the United States, or aggregate foreign investments valuedat $100,000 or more? If ' Yes,' complete Schedule F, Parts I and IV

15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for anyforeign organization? If 'Yes,' complete Schedule F, Parts ll and IV

16 Did the organization report on Part IX, column (A), line 3 , more than $5 , 000 of aggregate grants or other assistance toor for foreign individuals? If 'Yes ,' complete Schedule F, Parts III and IV

17 Did the org anization report a total of more than $15 , 000 of expenses for professional fundraising services on Part IX,column (A), lines 6 and 11 e? If 'Yes,' complete Schedule G, Part I (see instructions)

18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII,lines lc and 8a ? If 'Yes,' complete Schedule G, Part ll . .

3

11b X

11c X

11d X

11e X

11f X

12a X

12b X

13 X

14a X

14b X

15 X

16 X

17 X

18 X

19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a' If 'Yes,'complete Schedule G, Part III 19 X

20 a Did the organization operate one or more hospital facilities? If 'Yes,' complete Schedule H 20 X

b If 'Yes' to line 20a, did the organization attach a copy of its audited financial statements to this return? 20b

BAA TEEA0103L iiioen3 Form 990 (2013)

Form 990 (2013) UNITED TEAMSTER FUND 13-5549593 Page 4

Part IV Checklist of Required Schedules (continued)Yes No

21 Did the organization report more than $5,000 of grants or other assistance to any domestic organizations orgovernment on Part IX, column (A), line 1 ? If 'Yes,' complete Schedule I, Parts I and ll

22 Did the organization report more than $5 , 000 of grants or other assistance to individuals in the United States on PartIX, column (A), line 2 '7 If 'Yes,' complete Schedule I, Parts I and Ill

23 Did the organization answer 'Yes ' to Part VII , Section A, line 3 , 4, or 5 about compensation of the organization ' s currentand former officers, directors , trustees, key employees, and highest compensated employees? If 'Yes ,' completeSchedule J

24a Did the organization have a tax - exempt bond issue with an outstanding princip al amount of more than $100,000 as ofthe last day of the year, that was issued after December 31, 2002 ? If 'Yes,' answer lines 24b through 24d andcomplete Schedule K If 'No,'go to line 25a .

b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?

c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defeaseany tax-exempt bonds? . .

d Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?

25a Section 501(c)(3) and 501 (cX4) organizations . Did the organization engage in an excess benefit transaction with adisqualified person during the year? If 'Yes,' complete Schedule L, Part

b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, andthat the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If 'Yes,' completeSchedule L, Part I . . .

26 Did the organization report any amount on Part X , line 5, 6 , or 22 for receivables from or payables to any current orformer officers , directors, trustees , key employees , highest compensated employees , or disqualified persons?If so, complete Schedule L, Part II

27 Did the organization provide a g rant or other assistance to an officer , director, trustee, key employee , substantialcontributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family memberof any of these persons? If ' Yes,' complete Schedule L , Part 111

28 Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IVinstructions for applicable filing thresholds , conditions, and exceptions):

a A current or former officer , director, trustee, or key employee? If 'Yes,' complete Schedule L , Part IV

b A family member of a current or former officer , director, trustee, or key employee? If ' Yes,' complete

21 X

22 X

23 X

24a X

24b

24c

24d

25a

25b

26 X

27 X

28a X

Schedule L, Part-IV - - - - 1-28b

c An entity of which a current or former officer , director, trustee , or key employee (or a family member thereof) was anofficer , director, trustee , or direct or indirect owner ? If 'Yes,' complete Schedule L, Part IV

29 Did the organization receive more than $25,000 in non-cash contributions? If 'Yes,' complete Schedule M

30 Did the organization receive contributions of art, historical treasures , or other similar assets , or qualified conservationcontributions? If 'Yes,' complete Schedule M . .

31 Did the organization liquidate , terminate , or dissolve and cease operations ? If 'Yes,' complete Schedule N, Part 1

32 Did the organization sell, exchange , dispose of, or transfer more than 25% of its net assets? If 'Yes ,' completeSchedule N, Part It

33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections301 7701-2 and 301 7701-3? If 'Yes,' complete Schedule R, Part

34 Was the organization related to any tax-exempt or taxable entity?

I

If 'Yes,' complete Schedule R, Parts ll, 111, IV,and V, line 1

35a Did the organization have a controlled entity within the meaning of section 512(b)(13)?

b If 'Yes' to line 35a, did the organization receive any payment from or engage in any transaction with a controlledentity within the meaning of section 512(b)(13)' If 'Yes,' complete Schedule R, Part V, line 2

36 Section 5011cx3) organizations . Did the organization make any transfers to an exempt non-charitable relatedorganization If 'Yes,' complete Schedule R, Part V, line 2 .

37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that istreated as a partnership for federal income tax purposes? If 'Yes,' complete Schedule R, Part VI

38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11 b and 197Note . All Form 990 filers are required to complete Schedule 0 . .

BAA

28c

29

30

31

32

33

34 X

35a

35b

36

37

X

X

X

XX

X

X

X

38 X

Form 990 (2013)

TEEA0104L 11/11/13

Form 990 (2013) UNITED TEAMSTER FUND 13-5549593 Page 5Rart Yj Statements Regarding Other IRS Filings and Tax Compliance

Check if Schedule 0 contains a response or note to any line in this Part V

1 a Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable 1 a 29

b Enter the number of Forms W-2G included in line la Enter -0- if not applicable 1 b 0

c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming(gambling) winnings to prize winners? 1 c

2 a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax State-ments, filed for the calendar year ending with or within the year covered by this return 2a 21 -

b If at least one is reported on line 2a, did the organization file all required federal employment tax returns' 2b

Note . If the sum of lines la and 2a is greater than 250, you may be required to e-file (see instructions)

3 a Did the organization have unrelated business gross income of $1,000 or more during the year? 3a

b If 'Yes' has it filed a Form 990-T for this year? If 'No' to line 3b, provide an explanation in Schedule 0 3 b

4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, afinancial account in a foreign country (such as a bank account, securities account, or other financial account)? 4a

b If 'Yes,' enter the name of the foreign country

See instructions for filing requirements for Form TD F 90-22 1, Report of Foreign Bank and Financial Accounts

5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? 5a

b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 5 b

c If 'Yes,' to line 5a or 5b, did the organization file Form 8886-T'' 5c

6 a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organizationsolicit any contributions that were not tax deductible as charitable contributions? 6 a

b If 'Yes,' did the organization include with every solicitation an express statement that such contributions or gifts werenot tax deductible? 6 b

7 Organizations that may receive deductible contributions under section 170(c).

artl for oods andas a contribution andment in excess of $75 made artlat on ece a aD d th y gy ppe organiz i r ive p yiaservices provided to the payor?

-7 a

b If 'Yes,' did the organization notify the donor of the value of the goods or services provided? 7 b

c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to fileForm 8282? 7c

d If 'Yes,' indicate the number of Forms 8282 filed during the year 7d _

e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? . 7e

f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract' 7f

g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899as required? 7g

h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file aForm 1098-C' 7h

8 Sponsoring organizations maintainin g donor advised funds and section 509(aX3) supporting organizations . Did thesupporting organization, or a donor advised fund maintained by a sponsoring organization, have excess businessholdings at any time during the year?

9 Sponsoring organizations maintaining donor advised funds.

a Did the organization make any taxable distributions under section 4966?

b Did the organization make a distribution to a donor, donor advisor, or related person?

10 Section 501 (c)(7) organizations . Enter:

a Initiation fees and capital contributions included on Part VIII, line 12 10a

b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities 10b

11 Section 501 (c)(12) organizations . Enter:

a Gross income from members or shareholders 11a

b Gross income from other sources (Do not net amounts due or paid to other sourcesagainst amounts due or received from them.) 11 b

12a Section 4947(a)(1) non-exempt charitable trusts . Is the organization filing Form 990 in lieu of Form 1041?

b If 'Yes,' enter the amount of tax-exempt interest received or accrued during the year 12b

13 Section 501(cX29) qualified nonprofit health insurance issuers.

a Is the organization licensed to issue qualified health plans in more than one state?

Note. See the instructions for additional information the organization must report on Schedule 0

b Enter the amount of reserves the organization is required to maintain by the states inwhich the organization is licensed to issue qualified health plans . 13b

c Enter the amount of reserves on hand 13c

14a Did the organization receive any payments for indoor tanning services during the tax year?

b If 'Yes,' has it filed a Form 720 to report these payments? If 'No,' provide an explanation in Schedule 0

TEEA0105L 07/02/13

8

9a

9b

12a

13a

No

X

X

orm 990 (2013)


Part VI Governance, Management and Disclosure For each 'Yes' response to lines 2 through 7b below, and fora 'No' response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes inSchedule 0. See instructions.Check if Schedule 0 contains a response or note to any line in this Part VI n

onNo

1 a Enter the number of voting members of the governing body at the end of the tax year. 1 aIf there are material differences in voting rights among membersof the governing body, or if the governing body delegated broadauthority to an executive committee or similar committee, explain in Schedule 0

b Enter the number of voting members included in line 1 a, above, who are independent 1 b

2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other

officer, director, trustee or key employee?

3 Did the organization delegate control over management duties customarily performed by or under the direct supervisionof officers, directors or trustees, or key employees to a management company or other person? 3 X

4 Did the organization make any significant changes to its governing documents

since the prior Form 990 was filed? 4 X

5 Did the organization become aware during the year of a significant diversion of the organization's assets? 5 X

6 Did the organization have members or stockholders? 6 X

7 a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more

members of the governing body? 7a X

b Are any governance decisions of the organization reserved to (or subject to approval by) members,stockholders, or other persons other than the governing body? 7 b X

8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year bythe following

a The governing body? 8a X

b Each committee with authority to act on behalf of the governing body? 8 b X

9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the

organization's mailing address? If 'Yes,' provide the names and addresses in Schedule 0 9 X

Section B. Policies (This Section B requests Information about policies not required by the Internal Revenue Code.Yes No

10a Did the organization have local chapters , branches , or affiliates'? I 10a X

b If 'Yes,' did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their

operations are consistent with the organization's exempt purposes? 10 b

11 a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? 11 a X

b Describe in Schedule 0 the process, if any, used by the organization to review this Form 990 See Schedule 0

12a Did the organization have a written conflict of interest policy? If 'No,' go to line 13 12a X

b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give riseto conflicts? 12b

c Did the organization regularly and consistently monitor and enforce compliance with the policy? If 'Yes,' describe in

Schedule 0 how this was done 12c

13 Did the organization have a written whistleblower policy? 13 X

14 Did the organization have a written document retention and destruction policy? 14 X

15 Did the process for determining compensation of the following persons include a review and approval by independent

persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

a The organization's CEO, Executive Director, or top management official 15a X

b Other officers of key employees of the organization 15b X

If 'Yes' to line 15a or 15b, describe the process in Schedule 0 (See instructions.)

or participate in a joint venture or similar arrangement with acontribute assets to16a Did the organization invest in , ,taxable entity during the year? 16a X

b If 'Yes,' did the organization follow a written policy or procedure requiring the organization to evaluate itsparticipation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard theorganization's exempt status with respec t to such arrangements? _

Section C. Disclosure17 List the states with which a copy of this Form 990 is required to be filed ► None

------------------------------18 Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990 -T (501(c)(3)s only) available for public

inspection. Indicate how you make these available . Check all that apply

Own website11

Another' s website a Upon request Other (explain in Schedule 0)

19 Describe in Schedule 0 whether ( and if so , how) the organization makes its governing documents , conflict of interest policy , and financial statements available tothe public during the tax year See Schedule 0

20 State the name , physical address, and telephone number of the person who possesses the books and records of the organization•

'JOINT BOARD OF TRUSTEES 2137-2147 UTICA AVENUE BROOKLYN NY11234 ( 718 ) 859-1624

BAA TEEA0106L 07/02/13 Form 990 (2013)

Form 990 (2013) UNITED TEAMSTER FUND 13-5549593 Page 7Part VII Compensation of Officers , Directors, Trustees , Key Employees , Highest Compensated Employees, and

Independent Contractors q

Check If Schedule 0 contains a response or note to any line in this Part VII

Section A. Officers , Directors , Trustees, Key Employees , and Highest Compensated Employees

1 a Complete this table for all persons required to be listed Report compensation for the calendar year ending with or within theorganization's tax year

• List all of the organization' s current officers, directors, trustees (whether individuals or organizations), regardless of amount ofcompensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

• List all of the organization' s current key employees, if any. See instructions for definition of 'key employee.'

• List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee)who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from theorganization and any related organizations.

• List all of the organization' s former officers, key employees, and highest compensated employees who received more than $100,000of reportable compensation from the organization and any related organizations

• List all of the organization' s former directors or trustees that received, in the capacity as a former director or trustee of theorganization, more than $10,000 of reportable compensation from the organization and any related organizations

List persons in the following order individual trustees or directors; institutional trustees, officers, key employees; highest compensatedemployees, and former such persons

11 Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.

(C)

(A) (B) Position (do not check more than (D) (E) (F)Name and Title Average

rh

one box, unless person is both anofficer and a director /trustee)

Reportablecompensation from

Reportablecompensation from

Estimatedamount of otherou s er

kl t the organization related organizations compensationwee ish $ 57 5- ;rl

o =-T1 (W-2/109-MISC) (W- 2/1099 •MISC) from theoursany

n àm 3o`^ 3 organizationfor related

organiza .°-

c9

oand related

tlionsbelow -

-0o

aCD

organiza ions

dotted rnC"line)

co ;i

n

DANIEL KANE JR.(1) ------- 2--- -Trustee 40 X 0. 111 800. 16 , 472.

(2) CHARLES MACHADIO-----

2----------------

--T-rustee------- -- -40- -X- - - - - - - - ----- 0-. - 104.525_. - __16 472._OSCAR GONZALEZ(3) ------------- 2

- ------Trustee 0 X 0. 0. 0.

(4) VINCENT L. PACIFICO------- 2-- -- -Trustee 0 X 0. 0. 0.

(5) MYRA GORDON - 2-------------------- - -Trustee 0 X 0. 0. 0.MICHAEL FERGUSON(6)

-2

--------------------- -Trustee 0 X 0. 0. 0.

(7) BARRY REICH----------------- 40-----FUND MANAGER 0 X 134 024. 0. 17 , 709.

-(8)------------------ ----

(9)------------------ ----

(10)------------------ ----

(11)------------------ ----

(12)------------------ ----

(13)------------------ ---

(14)

BAA TEEA0107L 07/08/13 Form 990 (2013)

Form 990 (2013) UNITED TEAMSTER FUND 13-5549593 Page 8Part VII Section A. Officers , Directors , Trustees, Key Employees , and Hig hest Compensated Emp loyees (continued)

(B) (C)

(A) Ae

Pos itionmort han(do not

(D) (E) (F)

Name and title hoursperweek

ox , unless person is both anbofficer and a director/trustee)

Reportablecompensation from compensation from amount f other

(hst any q > O A 3 - othe organization(W - 2/1()99-MISC )

related organizations(W2/1099 -MISC)

compensationfrom the

hoursfor

cr orgaruzation

l t ddrelated o 3a f

an re a eorganizations

organize o• bons 'q

Cbelow sa Co Cod o d r°l e)

(15)------------------------ ---

(16)------------------------ ---

(17)------------------------ ---

(18)------------------------ ---

(19)------------------------ ---

(20)--------------------------

(21)------------------------ ---

(22)--------------------------

(23)------------------------ ---

-(24)--------------------------

(25)

1 b Sub-total 134, 024. 216, 325. 50 , 653.

c Total from continuation sheets to Part VII , Section A 0 . 0 . 0.

d Total (add lines 1b and lc) 134, 024. 2 66, 325. 50,653.

2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation

from the organization 1

Yes No

3 Did the organization list any former officer, director, or trustee, key employee, or highest compensated employeeon line 1 a? If 'Yes,' complete Schedule J for such individual 3 X

4 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from ..f - _the organization and related organizations greater than $150,000? If 'Yes' complete Schedule J for -- "- -such individual 4 X

5 Did any person listed on line la receive or accrue compensation from any unrelated organization or individualfor services rendered to the organization? If 'Yes,' complete Schedule J for such person 5 X

i l;omplete tnls tame Tor your live ni est compensatea Inaepenaent contractors mat receivea more tnan :l> l uu,uuu orrn ne,hnn from tho --f- 97 nnrf nn -+-n fnr fhe rolentfnr vnsr nnrlinn unth nr unthin thn nrn2n7ahnn ' e tnv vanr

AName and business address

(B)Description of

services(C)

Compensation

MAGNACARE ONE PENN PLAZA NEW YORK, NY 10119 MEDICAL ADMIN 324 979.

MILLER & MELLOMENT, CPAS 529 5TH AVENUE NEW YORK, NY 10017 PAYROLL AUDITOR 141 , 900.

CARY KANE, LLP 1350 BROADWAY NEW YORK, NY 10018 LEGAL 184 , 010.

2 Total number of independent contractors (including but not limited to those listed above) who received more than

$100,000 of compensation from the organization "' 3

BAA TEEA0108L 11/11/13 form 99U (ZU I3)


Part VIII Statement of RevenueCheck If Schedule 0 contains a response or note to any line in this Part VIII q

A( e

(B) Ca

(D)Total r venue Related or tedUnrel Revenue

exempt business excluded from taxfunction revenue under sectionsrevenue 512-514

1 a Federated campaigns 1 a

Z b Membership dues 1 b

a c Fundraising events 1 cy

d Related organizations 1 dIt

C6 2E e Government grants (contributions) 1 ez-0W f All other contributions, gifts, grants, and

similar amounts not included above 1 f

g Noncash contributions included in lines la-1f. $ _

Q a h Total. Add lines la-If ► c

W Business Code

2a EMPLOYER CONTRIBUTIONS - - - -

W b PARTICIPANT CONTRIBUTIONS _ _U C

------------------d

f All other program service revenue

g Total . Add lines 2a-2f

3 Investment income (including dividends, interest andother similar amounts)

4 Income from investment of tax-exempt bond proceeds.

5 Royalties(i) Real (ii) Personal

6 a Gross rents

-b-Less.-rental-expenses-c: Rental income or (loss)

d Net rental income or (loss)

7a Gross amount from sales of (i) Securities (ii) Other

assets other than inventory

b Less, cost or other basisand sales expenses

c Gain or (loss)

d Net gain or (loss)

,., 8a Gross income from fundraising events(not including $of contributions reported on line 1c)

See Part IV, line 18 a

b Less direct expenses bI-- I0 c Net income or (loss) from fundraising events

9a Gross income from gaming activitiesSee Part IV, line 19 a

b Less direct expenses b

c Net income or (loss) from gaming activities

10a Gross sales of inventory, less returnsand allowances a

b Less cost of goods sold b

c Net income or (loss) from sales of inventory

Miscellaneous Revenue Business Code

11a ADMINISTRATIVE FEES------------------b------------------

C------------------

d All other revenue

e Total . Add lines l la-11d

2.135.430.132.135

32,278,962.

876.583.

12 Total revenue . See instructions . "' 1 33 , 155 , 545. 1 33 , 155 , 545. 0. 0.

BAA TEEA0109L 07/08/13 Form 990 (2013)


R,art IX Statement of Functional ExpensesSection 501(c)(3) and 501(c) (4) organizations must complete all columns All other organizations must complete column (A)

Check if Schedule 0 contains a response or note to any line in this Part IX

Do not include amounts reported on linesA B (C) (D)

Total expenses Program)service Management and Fundraising6b, 7b, 8b, 9b, and 10b of Part Vlll. expenses general expenses expenses

1 Grants and other assistance to governmentsand organizations in the United States SeePart IV, line 21

2 Grants and other assistance to individuals inthe United States. See Part IV, line 22,

3 Grants and other assistance to governments,organizations, and individuals outside theUnited States See Part IV, lines 15 and 16

4 Benefits paid to or for members5 Compensation of current officers, directors,

trustees, and key employees

6 Compensation not included above, todisqualified persons (as defined undersection 4958(f)(1)) and persons describedin section 4958(c)(3)(B)

7 Other salaries and wages

8 Pension plan accruals and contributions(include section 401(k) and 403(b) employercontributions)

9 Other employee benefits

10 Payroll taxes

11 Fees for services (non-employees)

a Management

b Legal

c Accounting

d Lobbying

e Professional fundraising services See Part IV, line 17

f Investment management fees

g OtÎf line11g amt exceeds 10% of line 25, column(A) amount, list line 11g expenses on Schedule 0)

12 Advertising and promotion

13 Office expenses

14 Information technology

15 Royalties

16 Occupancy.

17 Travel

18 Payments of travel or entertainmentexpenses for any federal, state, or localpublic officials

19 Conferences, conventions, and meetings

20 Interest

21 Payments to affiliates

22 Depreciation, depletion, and amortization

23 Insurance

24 Other expenses itemize expenses notcovered above (List miscellaneous expensesin line 24e If line 24e amount exceeds 10%of line 25, column (A) amount, list line 24eexpenses on Schedule 0 }

a TELEPHONE-& INTERNET--------------------b OFFICE EQUIPMENT LEASES

c Postage and Shipping-____

d Printinct and Publications__

e All other expenses25 Total functional expenses Add lines 1 through 24e

26 Joint costs . Complete this line only ifthe organization reported in column (B)joint costs from a combined educationalcampaign and fundraising solicitationCheck here 1, r] if followingSOP 98-2 (ASC 958-720)

0,064,419.

134,024.

0.1,117,753.

176,774.

185,950.101,760.

304,337.

30,000.

1,871,987.

65,657.58,626.

299,977.

19,565.

10,356.86.374.

7

7,875.

TEEA0110L 11/08/13 (2013)

Form 990 (2013) UNITED TEAMSTER FUNDance Sheet

Page 11

_TTCheck if Schedule 0 contains a response or note to any line in this Part X

(A)Beginning of year

(B)End of year

1 Cash - non-interest-bearing 15, 251, 518. 1 15, 574, 062.2 Savings and temporary cash investments 2

3 Pledges and grants receivable, net 3

4 Accounts receivable, net 3, 743, 642. 4 2,784, 931.

5 Loans and other receivables from current and former officers, directors,trustees key employees and highest compensated employees Complete, ,Part II of Schedule L 5

6 Loans and other receivables from other disqualified persons (as defined undersection 4958(0(1)), persons described in section 4958(c)(3)(B), and contributingemployers and sponsoring organizations of section 501(c)(9) voluntary employees'beneficiary organizations (see instructions). Complete Part II of Schedule L

-6

A7 Notes and loans receivable, net 7

E 8 Inventories for sale or use . 8T

9 Prepaid expenses and deferred charges 107 487. 9 111 798.

10a Land, buildings, and equipment, cost or other basis.Complete Part VI of Schedule D 10a 215 , 025.

b Less accumulated depreciation 10b 191 704. 24 , 156. 10c 23 , 321.11 Investments - publicly traded securities 11

12 Investments - other securities See Part IV, line 11 12

13 Investments - program-related. See Part IV, line 11 13

14 Intangible assets 14

15 Other assets. See Part IV, line 11 15

16 Total assets . Add lines 1 through 15 (must equal line 34) 19 126 803. 16 18 , 494 , 112.17 Accounts payable and accrued expenses 260 985. 17 291 945.18 Grants payable 18

19 Deferred revenue . 19

L 20 Tax-exempt bond liabilities . . 20

A 21 Escrow or custodial account liability. Complete Part IV of Schedule D 21

BL

22 Loans and other payables to current and former officers, directors, trustees,highest compensated emplo and disqualified personske emplo ees ees

-

Ty y , y ,

Complete Part II of Schedule L-22

E 23 Secured mortgages and notes payable to unrelated third parties 23

s 24 Unsecured notes and loans payable to unrelated third parties 24

25 Other liabilities (including federal income tax, payables to related third parties,and other liabilities not included on lines 17-24) Complete Part X of Schedule D 3 , 600 , 920. 25 4 , 561 , 752.

26 Total liabilities . Add lines 17 through 25 3 , 861 , 905. 26 4 , 853 , 697.

TOrganizations that follow SFAS 117 (ASC 958), check here ► and complete

lines 27 through 29 , and lines 33 and 34.

27 Unrestricted net assets 27

E 28 Temporarily restricted net assets 28

29 Permanently restricted net assets 29

F

Organizations that do not follow SFAS 117 (ASC 958), check here - a

and complete lines 30 through 34.

D 30 Capital stock or trust principal, or current funds 30

R 31 Paid-in or capital surplus, or land, building, or equipment fund 31

k 32 Retained earnings , endowment, accumulated income, or other funds 15 264 898. 32 13 640 415.N 33 Total net assets or fund balances 15 264 898. 33 13 , 640 , 415.

34 Total liabilities and net assets/fund balances. 19 126 803. 34 18 , 494 , 112.BAA

13-5549593

Form 990 (2013)

TEEA0111L 07/08/13

Form 990 (2013) UNITED TEAMSTER FUND 13-5549593 Page 12Pa XI Reconciliation of Net Assets

Check if Schedule 0 contains a response or note to any line in this Part XI ...

1 Total revenue (must equal Part VIII, column (A), line 12) 1 33 , 155 , 545.

2 Total expenses (must equal Part IX, column (A), line 25) 2 34 , 780 028.

3 Revenue less expenses Subtract line 2 from line 1 3 -1 , 624 , 483.4 Net assets or fund balances at beginning of year (must equal Part X, line 33 , column (A)) 4 15 , 264 , 898.

5 Net unrealized gains (losses ) on investments 5

6 Donated services and use of facilities 6

7 Investment expenses . 7

8 Prior period adjustments 8

9 Other changes in net assets or fund balances (explain in Schedule 01 . . 9 0.

10 Net assets or fund balances at end of year Combine lines 3 through 9 (must equal Part X, line 33,column (B)) 10 13 , 640 , 415.

Part "4-I Financial Statements and Reporting

Check if Schedule 0 contains a response or note to any line in this Part XII

Yes No

1 Accounting method used to prepare the Form 990 :11

Cash Fx] Accrual 11Other

If the organization changed its method of accounting from a prior year or checked 'Other ,' explainINin Schedule 0

2a Were the organization ' s financial statements compiled or reviewed by an independent accountant? 2a X

If 'Yes,' check a box below to indicate whether the financial statements for the year were compiled or reviewed on aseparate basis , consolidated basis, or both MEEU Separate basis F]Consolidated basis F]Both consolidated and separate basis

b Were the organization ' s financial statements audited by an independent accountant7. . . 2b X

If 'Yes,' check a box below to indicate whether the financial statements for the year were audited on a separatebasis, consolidated basis, or both:

NEX Separate basis11U Consolidated basis UBoth consolidated and separate basis O

c If 'Yes' to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit,review , or compilation of its financial statements and selection of an independent accountant? 2c X

If the org anization changed either its oversight process or selection process during the tax year , explainin Schedule 0

nnn

3 a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the SingleAudit Act and OMB Circular A-133? 3a X

b If 'Yes,' did the organization undergo the required audit or audits? If the organization did not undergo the required audit

or audits, explain why in Schedule 0 and describe any steps taken to undergo such audits 3b ,

BAA Form 990 (2013)

TEEA0112L 07/08/13

SCHEDULE D Supplemental Financial Statements(Form 990) ► Complete if the organization answered 'Yes,' to Form 990,

Part IV, lines 6,7,8,9,10,11a,lib,11c,lid,Ile, III, 12a,or12b.

Department of the Treasury ► ► Attach to Form 990.

Internal Revenue Service Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.

Name of the nn,anizatmn Fmnln%

UNITED TEAMSTER F

OMB No 1545 0047

1 2013

13-5549593

Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.Complete if the organization answered 'Yes' to Form 990, Part IV, line 6.

(a) Donor advised funds (b) Funds and other accounts

1 Total number at end of year

2 Aggregate contributions to (during year).

3 Aggregate grants from (during year)

4 Aggregate value at end of year

5 Did the organization inform all donors and donor advisors in writing that the assets held in donor advised fundsare the organization ' s property , subject to the organization ' s exclusive legal control? Yes [ No

6 Did the org anization inform all grantees, donors, and donor advisors in writing that grant funds can be used onlyfor charitable purposes and not for the benefit of the donor or donor advisor , or for any other purpose conferringi mpe rmissible private benefit? [] Yes [ No

Part II'. Conservation Easements.Complete if the organization answered 'Yes' to Form 990, Part IV, line 7.

1 Purpose (s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g , recreation or education)

HPreservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on thelast day of the tax year

a Total number of conservation easements

b Total acreage restricted by conservation easements

c Number of conservation easements on a certified historic structure included in (a)

d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historicstructure listed in the National Register

3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the

tax year 1,

4 Number of states where property subject to conservation easement is located B,

5 Does the organization have a written policy regarding the periodic monitoring , inspection, handling of violations, q

and enforcement of the conservation easements it holds? Yes No

6 Staff and volunteer hours devoted to monitoring , inspecting, and enforcing conservation easements during the year

7 Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year

8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(I)Yes F] Noand section 170(h)(4)(B)(ii)? . 11

9 In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, andinclude, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting forconservation easements.

Part III Organizations Maintaining Collections of Art, Historical Treasures , or Other Similar Assets.Complete if the organization answered 'Yes' to Form 990, Part IV, line 8.

1 a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works ofart, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide,in Part XIII, the text of the footnote to its financial statements that describes these items

b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide thefollowing amounts relating to these items:

(i) Revenues included in Form 990, Part Vill, line 1 .. . . $

(ii) Assets included in Form 990, Part X .. .. .. .. $

2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the followingamounts required to be reported under SFAS 116 (ASC 958) relating to these items:

a Revenues included in Form 990, Part VIII , line 1 .. $

b Assets included in Form 990, Part X . . . $

BAA For Paperwork Reduction Act Notice , see the Instructions for Form 990 . TEF oit 10/02/13 Schedule D (Form 990) 2013

Held at the End of the Tax Year

2a

2b

2c

2d

Schedule D (Form 990) 2013 UNITED TEAMSTER FUND 13-5549593 Page 2Pert III O rganizations Maintaining Co ll ections of A rt, H istorica l Treasures , or ter Simi l ar Assets (continued)

3 Using the org anization ' s acquisition , accession , and other records , check any of the following that are a significant use of its collectionitems (check all that apply):

a Public exhibition d H Loan or exchange programs

b Scholarly research e Other

c Preservation for future generations

4 Provide a description of the organization ' s collections and explain how they further the organization ' s exempt purpose inPart XIII

5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assetsto be sold to raise funds rather than to be maintained as part of the organization's collection? 11 Yes No

Part IV Escrow and Custodial Arrangements . Complete if the organization answered 'Yes' to Form 990, Part IV,line 9, or reported an amount on Form 990, Part X, line 21.

1 a Is the organization an agent, trustee, custodian, or other intermediary for contributions or other assets not includedon Form 990, Part X' 1-1

Yes [] No

b If 'Yes,' explain the arrangement in Part XIII and complete the following table:

c Beginning balance

d Additions during the year

e Distributions during the year

f Ending balance

2a Did the organization include an amount on Form 990, Part X, line 21?

b If 'Yes,' explain the arrangement in Part XIII. Check here if the explantion has been provided in

Amount

1c

1d1e

1f

Yes

Part XIII H No

Part V Endowment Funds . Com p lete if the or anlzation answered 'Yes' to Form 990 , Part IV , line 10.

1 a Beginning of year balance

b Contributions

c Net investment earnings, gains,and losses

d Grants or scholarships

e Other expenditures for facilitiesand programs

f Administrative expenses

g End of year balance

(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back

Provide the estimated percentage of the current year end balance (line 1 g, column (a)) held as:

a Board designated or quasi-endowment ► o

b Permanent endowment ► %

c Temporarily restricted endowment ► %

The percentages in lines 2a, 2b, and 2c should equal 100%.

3 a Are there endowment funds not in the possession of the organization that are held and administered for theorganization by Yes No

(I) unrelated organizations

Laa(ii)(ii) related organizations

b If 'Yes' to 3a(ii), are the related organizations listed as required on Schedule R7

4 Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI Land , Buildings , and Equipment.Complete if the organization answered 'Yes' to Form 990, Part IV, line 11 a. See Form 990, Part X, line 10.

Description of property (a) Cost or other basis(investment )

(b) Cost or otherbasis (other)

(c) Accumulateddepreciation

(d) Book value

1aLand

b Buildings

c Leasehold improvements 15 , 593. 14 , 899. 694.d Equipment 79 317. 60 , 637 . 18 , 680.e Other 120 115. 116 , 168. 3 , 947.

Total. Add lines 1 a through 1 e . (Column (d) must equal Form 990, Part X, column (B), line 10(c).) ' 23 , 321.RAA Schedule D (Form 990) 2013

TEEA3302L 10/02113

Schedule D (Form 990) 2013 UNITED TEAMSTER FUND 13-5549593 Page 3

Part VII Investments - Other Securities. N/AComp lete if the org anization answered 'Yes' to Form 990 Part IV , line 11 b. See Form 990 , Part X , line 12.

(a) Description of security or category ( including name of security) (b) Book value (c) Method of valuation. Cost or end -of-year market value

(1) Financial derivatives

(2) Closely-held equity interests

(3) Other----------------------

(A)--------------------------

(B)-------------------------

(C)-------------------------

(D)-------------------------

(E)--------------------------

(F)---------------------------

(G)----------------------------(H)--------------------------

(I) ________ _ __________

Total. (Column (b) must equal Form 990, Part X, column (B) line 12.) 01

Part VIII Investments - Program Related. N/AComplete if the organization answered 'Yes' to Form 990. Part IV. line 11 c. See Form 990, Part X, line 13.(a) Description of investment type (b) Book value (c) Method of valuation: Cost or end-of-year market value

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

Total (Column (b) must equal Form 990, Part X, column B line 13. )

Part IX Other Assets. N/AComplete if the organization answered 'Yes' to Form 990, Part IV, line 11 d. See Form 990, Part X, line 15.

(a) Description (b) Book value

(10)

Total . (Column (b) must equal Form 990, Part X, column (B),

Part X Other Liabilities.Complete if the organization answered 'Yes' to Form

(a) Description of liability(1) Federal income taxes

(3)

line 15

Part IV, line l le or llf . See Form Part X. line 25

4,561,7

(11) 1

Total. (Column (b) must equal Form 990, Part X, column (B) line 25) 4,561,752. 1

2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain

tax positions under FIN 48 (ASC 740) Check here if the text of the footnote has been provided in Part XIII.. .. See Part X111

BAA TEE. 303L 10/02113 Schedule (Form 99 0) 20 13

Schedule D (Form 990) 2013 UNITED TEAMSTER FUND 13-5549593 Page 4Bait XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return.

Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.1 Total revenue, gains, and other support per audited financial statements 1 32,278 , 962.2 Amounts included on line 1 but not on Form 990, Part VIII, line 12•

a Net unrealized gains on investments 2a

b Donated services and use of facilities 2b

c Recoveries of prior year grants 2c

d Other (Describe in Part XIII.) See Part XIII 2d -876,583.e Add lines 2a through 2d 2e -876,583.

3 Subtract line 2e from line 1 3 33 , 155,545.4 Amounts included on Form 990, Part VIII, line 12, but not on line 1

a Investment expenses not included on Form 990, Part VIII, line 7b 4atr.

b Other (Describe in Part XI II) 4b

c Add lines 4a and 4b. 4 c

5 Total revenue Add lines 3 and 4c. (This must equal Form 990, Part line 12.) 5 33,155,545.,Part Xfl. Reconciliation of Expenses per Audited Financial Statements With Expenses per Return.

Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.

1 Total expenses and losses per audited financial statements 1 32, 942, 613.2 Amounts included on line 1 but not on Form 990, Part IX, line 25

a Donated services and use of facilities 2a

b Prior year adjustments 2b

c Other losses 2cX,

d Other (Describe in Part XIII) See Part XIII 2d -876 , 583.e Add lines 2a through 2d 2e -876 , 583.

3 Subtract line 2e from line 1 . . 3 33 819 196.4 Amounts included on Form 990, Part IX, line 25, but not on line 1

a Investment expenses not included on Form 990, Part VIII, line 7b 4abother (Describe in Part XIII.) See Part XIII 4b 960 , 832.cAddlines4aand4h 4c 960 , 832.

5 Total expenses Add lines 3 and 4c. (This must equal Form 990, Part line 18) 5 34 , 780 , 028.Rar_t-XIII Supplemental Information.

Provide the descriptions required for Part II, lines 3, 5, and 9, Part III, lines la and 4, Part IV, lines lb and 2b, Part V,line 4, Part X, line 2; Part XI, lines 2d and 4b, and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Part X=-FIN 48--- ootnQte -------------------------------------------------

ACCOUNTING_PRINCIPLES GENERALLY ACCEPTED IN THE UNITED-STATES OF AMERICA REQUIRE ---

PLAN MANAGEMENT -TO-EVALUATE -TAX -POSITIONS TAKEN-BY-THE-PLAN AND RECOGNIZE A TAX____

LIABILITY (OR_ ASSETL IF IT HAS TAKEN AN UNCERTAIN POSITION-THAT MORE LIKELY THAN NOT

WOULD NOT BE SUSTAINED-UPON EXAMINATION BY-THE-INTERNAL REVENUE SERVICE. THE PLAN IS------------------------------------------------------------

SUBJECT TO_ROUTINE_AUDITS BY TAXING -JURISDICTIONS;-HOWEVER, -THERE ARE CURRENTLY NO__

AUDITS-FOR-ANY-TAX-PERIODS-IN PROGRESS. THE PLAN BELIEVES IT IS NO-LONGER SUBJECT TO---------------------------------------------------------

INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010.BAA Schedule D (Form 990) 2013

TEEA3304L 10/02/13

SCHEDULE J Compensation Information OMB No 1545-0047

(Form 990) For certain Officers , Directors , Trustees , Key Employees, and Highest Compensated Employees2013

11 Complete if the organization answered 'Yes' on Form 990, Part IV, line 23.11 Attach to Form 990. 01 See separate instructions.

Department of the Treasury ► Information about Schedule J (Form 990) and its instructions is Open to ublrcInternal Revenue Service at www. irs.gov/form990. In pe Ion

Name of the organization Employer Identification number

UNITED TEAMSTER FUND 13-5549593

Part I Questions Regarding CompensationYes No

1 a Check the appropriate box(es) if the organization provided any of the following to or for a person listed in Form 990, PartVII, Section A, line 1 a Complete Part III to provide any relevant information regarding these items

First-class or charter travel E]Housing allowance or residence for personal use

Travel for companions [ Payments for business use of personal residence

Tax indemnification and gross-up paymentsE]Health or social club dues or initiation fees

Discretionary spending account O Personal services (e g , maid, chauffeur, chef)

b If any of the boxes on line la are checked, did the organization follow a written policy regarding payment orreimbursement or provision of all of the expenses described above? If 'No,' complete Part III to explain 1 b

2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers, directors,trustees, and officers, including the CEO/Executive Director, regarding the items checked in line ]a? 2

Indicate which, if any, of the following the filin g organization used to establish the compensation of the organization'sCEO/Executive Director Check all that apply Do not check any boxes for methods used by a related organization toestablish compensation of the CEO/Executive Director , but explain in Part III

Compensation committee [ Written employment contract

Independent compensation consultant [ Compensation survey or study

Form 990 of other organizations [ Approval by the board or compensation committee

4 During the year , did any person listed in Form 990 , Part VII, Section A, line la with respect to the filing organization nor a related organization.

a Receive a severance payment or change-of - control payment? 4a

b Participate in, or receive payment from , a supplemental nonqualified retirement plan? 4b

c Participate in, or receive payment from , an equity - based compensation arrangement? 4c

If 'Yes' to any of lines 4a - c, list the persons and provide the applicable amounts for each item in Part III.

Only section 501(cX3) and 501 (cx4) organizations must complete lines 5-9.

5 For persons listed in Form 990, Part VII, Section A, line la, did the organization pay or accrue any compensationcontingent on the revenues of

a The organization? .. 5a

b Any related organization? 5 b

If 'Yes' to line 5a or 5b, describe in Part III

6 For persons listed in Form 990, Part VII, Section A, line la, did the organization pay or accrue any compensationcontingent on the net earnings of

a The organization7 6 a

b Any related organization? 6 b

If 'Yes' to line 6a or 6b, describe in Part III

7 For persons listed in Form 990, Part VII, Section A, line la, did the organization provide any non-fixedpayments not described in lines 5 and 67 If 'Yes,' describe in Part Ill. 7

8 Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subjectto the initial contract exception described in Regulations section 53 4958-4(a)(3)?If 'Yes,' describe in Part III 8

9 If 'Yes' to line 8, did the organization also follow the rebuttable presumption procedure described in Regulationssection 53 4958-6(c)' .. 9

BAA For Paperwork Reduction Act Notice , see the Instructions for Form 990 . Schedul e J (Form

XX

X

201

TEEA4101L 07!08/13

Schedule J (Form 990) 2013 UNITED TEAMSTER 13-5549593111 Officers , Directors , Trustees , Key Employees , and Highest Compensated Employees . Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (I) and from related organizations, described in the instructions onrow (n) Do not list any individuals that are not listed on Form 990, Part VII

Note . The sum of columns (B)(I)-(In) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable columns (D) and (E) amounts for that individual

(B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement (D) Nontaxable (E) Total of (F) Compensation

(A) Name and Title (i) Baset

(is) Bonus andt

(n) otherbl

and otherdeferred

benefits columns(B)(i)-(D) reported asdeferred in priorioncompensa incen ive

compensationreporta e

compensation compensation Form 990

BARRY REICH (1) 134J 024. ------ 0_ -___-__0. ___ 8`409. ____91300. - 151, 733. _-__-- 0_1 FUND MANAGER (h) 0. 0. 0. 0. 0. 0. 0.

G) ------- -------- -------- ------ ------- -2 (ii)

- - - - - - - --------

(i)

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - -----

3 (ii)----

- - - - - - ---------

(i)- - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

----4 (ii)

----- - - - - - -

-------

(i) --------- --------- -------- --------5 00

- --------- --------- --------

(i)

- - - - - - - - - - - - - - - - - - - - - - - - - - -6 (ii) - - ---------

- - - - - - ---------

(i)

- - - - - - - - - - - - - - - - - - - - - - - - - -7 60 - - - ---------

- - - - - - ---------

(i)

- - - - - - --------- --

8 00------

- - - - - - ---------

- - - - - - ---------

(1)

- - - - - - - - - - - - - - - - - - - - - - -9 (ii) - - - - - - ---------

- - - - - - --------

(1)- - - - - - - - - - - - - - - - - - - - - -10 (ii) - - - - - - - -

--------- - - - - - -

--------

(i)------- -------- -------- - - -

11 (u)- - - - -------- - - - - - - - --------

(i)

--------- --------- --------- -12 (ii) -------- ---------------- --------

(i)

- - - - - - - - - - - - - - - - - - - - - - - - - - -13 (ii) - - ---------

- - - - - - ---------

(i)------- -------- -------- -

14 (ii)------ -------- ------- --------

(i)------- -------- -------- ------

15 (ii)- -------- - - - - - - - --------

(i)------- -------- -------- ------- ---

16 (ii)----- - - - - - - - --------

BAA TEEA4102L 07108113 Schedule J (Form 990) 2013

Schedule J (Form 990) 2013 UNITED TEAMSTER FUND 13-5549593

emental Information

Provide the information, explanation, or descriptions required for Part I, lines 1 a, 1 b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, for Part II. Alsocomplete this part for any additional information.

BAA Schedule J (Form 990) 2013

TEEA4103L 07/08/13

SCHEDULE 0 Supplemental Information to Form 990 or 990 -EZ OMB No 1545 0047(Form 990 or 990-EZ) Complete to p rovide information for responses to specific questions on

2013Form 990 or 990- EZ or to provide any additional information.Attach to Form 990 or 990-EZ. - . ., ,

Department of the Treasury ► Information about Schedule 0 (Form 990 or 990 -EZ) and its instructions is Open to 'Pubiic,

Internal Revenue Service ,Iri pectio!iat wwwJr:s.gov/form990.Name of the organization Employer identification number

UNITED TEAMSTER FUND J13-5549593

- _ Form 990,Part VI, Line 11 b -Form 990 Review Process--------------------------------------

---THE RETURN-PREPARER MAILS A-COPY OF-THE-FINAL VERSION OF FORM 990 TO THE BOARD-OF------------------------------------------------------------

TRUSTEES BEFORE IT IS FILED. THE TRUSTEES HAVE AN OPPORTUNITY TO MAKE INQUIRES-------------------------------------------------------------------

BEFORE-AND-AFTER FILING.

Form 990 , Part VI, Line 19 - Other Organization Documents Publicly Available

---NO-OTHER DOCUMENTS-AVAILABLE TO-THE-PUBLIC. ---------------------------------

BAA For Paperwork Reduction Act Notice , see the Instructions for Form 990 or 990 -EZ TEEA4901L 09/09/2013 Schedule 0 (Form 990 or 990-EZ) 2013

SCHEDULE R I Related Organizations and Unrelated Partnerships(Form 990) ► Complete if the organization answered 'Yes' on Form 990, Part IV, line 33, 34, 35b, 36, or 37.

► Attach to Form 990. ► See separate instructions.

Department of the Treasury ► Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.Internal Revenue Service

OMB No 1545.0047

2013Open to Public

Inspection

Name of the organization Employer identification number

UNITED TEAMSTER FUND 13-5549593

Part I Identification of Disregarded Entities Complete if the organization answered 'Yes' on Form 990, Part IV, line 33.

(a)Name, address, and EIN (if applicable) of disregarded entity

(b)Primary activity

(c)Legal domicile (stateor foreign country)

(d)Total income

(e)End-of-year assets

(f)Direct controlling

entity

(1)-------------------------------

---------------------------------

---------------------------------

(2)-------------------------------

---------------------------------

---------------------------------

(3)-------------------------------

------------------------------------------------------------------

Part II Identification of Related Tax-Exemot Oraanizations ComDlete if the oraanlzatlon answered 'Yes' on Form 990 . Part IV. Imp 34 because it hadone or more related tax-exempt organizations during the tax year.

(a) (b) (c) (d) (e) (f) (g)Name, address, and EIN of related organization Primary activity Legal domicile (state Exempt Code Public charity status Direct controlling Sec 512(b)(13)

or foreign country) section (if section 501(c)(3)) entity controlled entity?

Yes No

(1) LOCAL 202 IBT --- -------------- --- - --NYC MKT ATERMINAL __________BRONXL NY_10474 ______________13-5007460 LABOR UNION NY 0320 501(C)(5) N/A X

(2)--------------------------

--------------------------------------------------------

(3)--------------------------

----------------------------

----------------------------

(4)--------------------------

---------------

- - - - - - - - - - - - - - - - - - - - - - - - - - - -

BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 . TEEA5001L 06/26/13 Schedule R (Form 990) 2013

Schedule R (Form 990) 2013 UNITED TEAMSTER FUND 13-5549593 Page 2

Part III Identification of Related Organizations Taxable as a Partnership Complete if the organization answered 'Yes' on Form 990, Part IV, line 34because it had one or more related organizations treated as a partnership during the tax year.

(a) (b) (c) (d) (e) (f) (g) (h) (I) (j) (k)Name, address, and EIN of Primary activity Legal Direct Predominant income Share of total Share of Dispropor- Code V-UBI General or Percentagerelated organization domicile controlling (related, unrelated, income end-of-year tionate amount in box managing ownership

(state or entity excluded from tax assets allocations? 20 of Schedule partner?foreign under sections K-1 (Formcountry) 512-514) Yes No 1065) Yes No

r^----------------------------------------

(2) ----------------------------------------

(3)------------

--------------

---------------

pa^ Identification of Related Organizations Taxable as a Coraoration or Trust Complete if the ornanvmtinn ancwPrPrt 'VP-,' nn Fnrm aan Part I\/' - ' line 34 because it had one or more rel ated organizations treated as a corporation or trust during the tax year.

Name address and related orA'& anization(b)

Primar a t t(c)

L l d l(d)

D(e) (t) (g) (h) (I), , g y c ivi y ega omici e irect Type of entity Share of Share of end-of- Percentage Sec 512(b)(13)

(state or foreign controlling (C corp, S corp, total income year assets ownership controlled entity?country) entity or trust)

Yes No(1) 3 J'S TRUCKING LLC-------------------------

138-144 HUNTS POINT-------------------------

BRONX, NY 10474--- ----------------N/A 0.0. 0. X

(2) A & M TRADING---

63--AUSTIN -B--LVD-------------

-------------------------COMMACK, NY 11725

------- ------------------N/A 0. 0. X

& J PRODUCE(3) A C0RP._ _ _

13 148 - 4 HUNTS POINT_ __ _

-- BRONX, _NY 10474 -------------------------------

BAA TEEA5002L 06/27/13 Schedule R (Form 990) 2013


Part V Transactions With Related Organizations Complete if the organization answered 'Yes' on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule Yes No

1 During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts ll-IV?

a Receipt of (1) interest (ii) annuities ( ii) royalties or (iv) rent from a controlled entity 1 a X

b Gift, grant , or capital contribution to related organization(s) 1 b X

c Gift, grant , or capital contribution from related organization (s) 1 c x

d Loans or loan guarantees to or for related organization(s) 1 d X

e Loans or loan guarantees by related organization(s) 1 e X

f Dividends from related organization(s) if X

g Sale of assets to related organization( s) 1 g X

h Purchase of assets from related organization(s) 1 h }(

i Exchange of assets with related organization(s) 1 i X

j Lease of facilities, equipment, or other assets to related organization(s) 1 j }{

k Lease of facilities, equipment, or other assets from related organization(s) 1 k x

I Performance of services or membership or fundraising solicitations for related organization(s) 1 1 X

m Performance of services or membership or fundraising solicitations by related organization(s) 1 m X

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) 1 n X

o Sharing of paid employees with related organization(s) 10 X

p Reimbursement paid to related organization(s) for expenses 1 p X

q Reimbursement paid by related organization(s) for expenses 1 q X

r Other transfer of cash or property to related organization(s) r

Et

s Other transfer of cash or property from related organization(s) 1 s

2 If the answer to any of the above is 'Yes.' see the instructions for information on who must complete this line. includina covered relationshios and transaction thresholds

(a)Name of related organization

(b)Transactiontype (a-s)

cAmount involved

)Method of determining

amount involved

(1)

(2)

(3)

(4)

(5)

(6)

6AA TEEA5003L 06/27/13 Schedule R (Form 990) 2013


Pa VI Unrelated Organizations Taxable as a Partnership Complete if the organization answered 'Yes' on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or grossrevenue) that was not a related organization See instructions regarding exclusion for certain investment partnerships

(a)Name, address, and EIN of entity

(b)Primary activity

(c)Legal domicile(state or foreign

country)

(d)Predominant

income(related, unre-lated, excludedfrom tax under

(e)Are all partners

section501(c)(3)

organizations?

(f)Share of

total income

(g)Share of

end-of-yearassets

(h)Dispropor-tionate

allocations?

G)Code V-UBIamount in box20 of Schedule

K-1Form (1065)

G)General ormanagingpartner?

(k)Percentageownership

section 512-514) Yes No Yes No Yes No

n)---------------

-----------------

-----------------

(2)---------------

-----------------

-----------------

(3)---------------

-----------------

-----------------

(4)---------------

-----------------

-----------------

(5)---------------

-----------------

-----------------

(6)---------------

-----------------

-----------------

m-------------------------------------------------(8) --------------------------------

-----------------

BAA TEEA5004L 06/27/13 Schedule K (Form 990) 2013

Schedule R (Form 990) 2013 UNITED TEAMSTER FUND 13-5549593 Page 5art ' Supplemental Information

Provide additional information for responses to questions on Schedule R (see instructions).

BAA TEEA5005L 06127/13 Schedule R (Form 990) 2013

Schedule R Cont (Form 990) 2013 UNITED TEAMSTER FUND 13-5549593 Continuation Page 1 of. 15

Partly- Continuation of Identification of Related Organizations Taxable as a Corporation or Trust

(A) (B) (C) (D) (E) (F) (G) (H) (t)Name , address, and EIN of related organization Primary activity Legal domicile Direct controlling Type of entity (C Share of total income Share of end-of-year Percentage Section 512

(state or foreign entity corp, S corp , or assets ownership (b)(13)country) trust) controlled

entity?

Yes No

A J TRUCCO- ----------------343-344 HUNTS POINT-----------------------BRONX, NY 10474-----------------------

N/A 0. 0. X

AIRPORT HOTEL NORTH CO.-----------------------2025 LINCOLN HWY-----------------------EDISON, NJ 08817

--- - - -------------- - - - -N/A 0. 0. X

ALLIED BOLT INC.___________

PO BOX 7335-----------------------GARDEN CITY, NY 11530-----------------------

N/A 0. 0. X

ARAMARK SERVICE-------------------

1 COURT SQUARE-----------------------LIC, NY 11120-----------------------

N/A 0. 0. XASCO SPRINKLER CO. INC.- ------118 WEST 18TH STREET-----------------------NY, NY 10011-----------------------

N/A 0. 0. X

BANANA DISTRIBUTORS OF NY-- ---------------750 DRAKE STREET- -----------BRONX, NY 10474-----------------------

N/A 0. 0. X

BASHIAN BROTHERS-----------------------65 RAILROAD AVE-----------------------RIDGEFIELD, NJ 07657-----------------------

N/A 0. 0. X

BAY RIDGE NISSAN INC.- --------6501 5TH AVENUE

BROOKLYN, -NY 11220N/A 0. 1 0. 1 X

TEEn510& 06/27/13 Schedule R Cont (Form 990) 2013


Part IV Continuation of Identification of Related Organizations Taxable as a Corporation or Trust

(A) (B) (C) (D) (E) (F) (G) (H) (t)Name , address, and EIN of related organization Primary activity Legal domicile Direct controlling Type of entity (C Share of total income Share of end-of-year Percentage Section 512

(state or foreign entity corp, S corp, or assets ownership (b)(13)country) trust) controlled

entity?

Yes No

BEST TROPICAL ISLAND INC.- -----237 ROW B; HUNTS POINT-----------------------BRONX, NY 10474-----------------------

N/A 0. 0. X

BROOKHAVEN MEMORIAL HOSPITAL101 HOSPITAL RD-----------------------PATCHOGUE, NY 11772-----------------------

N/A 0. 0. XBROOKLYN AUDI-----------------------653-665 65TH STREET-----------------------BROOKLYN, NY 11220-----------------------

N/A 0. 0. X

BROWN BUILDERS-----------------------1700 PLAZA AVENUE-----------------------NEW HYDE PARK, NY 11040------------- -- --------

N/A 0. 0. XBUCKM ILLER AUTOMATIC SPRINKLER

389 BROOMS STREET- -----------NY, NY 10013-----------------------

N/A 0. 0. XC& J BROTHERS, INC.--------------------240 HUNTS POINT-----------------------BRONX, NY 10474------- ----------------

N/A 0. 0. X

CARQUEST-----------------------215 BUSINESS PARK

-------------ARMONK, NY 10504-----------------------

N/A 0. 0. XCELEBRITY FOODS- ------------1 ATLANTA PLAZA- ------------ELIZABETH, NJ 07206

N/A 0. . 0. 1 X

TEEA5104L 06127/13 Schedule R Cont (Form 990) 2013


Pa IV Continuation of Identification of Related Organizations Taxable as a Corporation or Trust

(A) (B) (C) (D) (E) (F) (G) (H) (1)Name , address, and EIN of related organization Primary activity Legal domicile Direct controlling Type of entity (C Share of total income Share of end-of-year Percentage Section 512


entity?

Yes No

CFS STELL, INC.-----------------------650 EAST 132ND STREET-----------------------BRONX, NY 10454------------ -----------

N/A 0. 0. XCHAIN TRUCKING CORP.-----------------------267-268 HUNTS POINT-----------------------BRONX, NY 10474------------------- ----

N/A 0. 0. XCITY PRODUCE-----------------------823 ELEVENT AVENUE

----------------NEW YORK, NY 10474-----------------------

N/A 0. 0. XCM PRODUCE LLC-----------------------123-125 ROW A, HUNTS POINT-BRONX, NY 10474-------------------- ---

N/A 0. 0. XCOOSEMANS NEW YORK, INC.---------------------249 B, HUNTS POINT-----------------------BRONX, NY 10479-----------------------

N/A 0. 0. XCOUNTRY WIDE PRODUCE INC.--266 HUNTS POINT--------------------- --BRONX, NY 10474-----------------------

N/A 0. 0. XCRATING & CONTAINER---------------------- -1200 FULLER RD-----------------------LINDEN, NJ 07036-----------------------

N/A 0. 0. XD_M.- ROTHMAN CO. INC.

-------------------106-109 HUNTS POINT- ---------BRONX, NY 10474BRONX, Y 10474 --------- --

N/A 0. 0. X

TEEA5104L 06/27/13 Schedule R Cont (Form 990) 2013



(A) (B) (C) (D) (E) (F) (G) (H) (1)Name , address , and EIN of related organization Primary activity Legal domicile Direct controlling Type of entity (C Share of total income Share of end-of-year Percentage Section 512

(state or foreign entity corp, S Corp, or assets ownership (b)(13)country) trust) controlled

entity?

Yes No

D'ARRIGO BROS-----------------------315-318 HUNTS POINT-----------------------BRONX, NY 10474-----------------------

N/A 0. 0. X

DEEPDALE GOLF CLUB-----------------------LONG ISLAND EXPRESSWAY

--------------MANHASSET, NY 11030-- ---------------------

N/A 0. 0. X

E. ARMATA, INC.-----------------------114 NYC TERMINAL-----------------------BRONX, NY 10474-----------------------

N/A 0. 0. XENDICOTT MEATS

----------------B 23, HUNTS POINT TERM--------------------BRONX, NY 10474----------- ------------

N/A 0. 0. XESKAY TRUCKING-----------------------B226 HUNTS POINT-----------------------BRONX, NY 10474-------------- ---------

N/A 0. 0. XEVE SALES CORPORATION- --------HUNTS-POINT MARKET

--------------BRONX, NY 10473----- ------------------

N/A 0. 0. X

FARMER BROTHERS, CO.---------------------20333 S. NORMANDI----------------------TORRANCE, CA 90502-----------------------

N/A 0. 0. X

FIERMAN PRODUCE EXCHANGE-----------------------250-52 HUNTS POINT TERM-----------------------BRONX, NY 10474

N/A 0. 0. X


Schedule R Cont (Form 990) 2013 UNITED TEAMSTER FUND 13-5549593 Continuation Page 5 of, 15


(A) (B) (C) (D) (E) (F) (G) (H) (1)Name, address, and EIN of related organization Primary activity Legal domicile Direct controlling Type of entity (C Share of total income Share of end-of-year Percentage Section 512


entity?

Yes No

FIRM TRUCKING-----------------------250 HUNTS POINT TERM-----------------------BRONX, NY 10474-----------------------

N/A 0. 0. XFITZ & PAL FOOD CENTER-----------------------31B HUNTS-POINT TERM _ _ --- -- -BRONX, NY 10474-----------------------

N/A 0. 0. X

FRED'S SERVICE CENTER-----------------------55A BROOK AVENUE-----------------------DEER PARK, NY 11729- ------------- ---- -----

N/A 0. 0. X

FRESCO, LLC-----------------------HUNTS POINT TERM-----------------------BRONX, NY 10474-----------------------

N/A 0. 0. XFRESH GUYS WAREHOUSING CORP.-- -------------- ---99 SEAVIEW BLVD

-----------PT WASHINGTON, NY 11050- ------- -------- -- -----

N/A 0. 0. X

FRESH-MEADOW COUNTRY CLUB-- -- -- -- -- -------LAKEVILLE ROAD255

-----------------------LAKE SUCCESS, NY 11020-----------------------

N/A 0. 0. X

FRUITCO CORP.-----------------

201-204 HUNTS POINT TERM- ---- -BRONX, NY 10474-----------------------

N/A 0. 0. X

GENERAL PARTS----------------------2635 E. MILLBROOK

RALEIGH,- NC 27604N/A 0. 1 0. 1 X


Schedule R Cont (Form 990) 2013 UNITED TEAMSTER FUND 13-5549593 Continuation Page 6 ot. 15


(A) (B) (C) (D) (E) (F) (G) (H) (1)Name , address , and EIN of related organization Primary activity Legal domicile Direct controlling Type of entity (C Share of total income Share of end -of-year Percentage Section 512


entity?

Yes No

GOLD MEDAL PRODUCE-----------------------HUNTS POINT TERM- -----------BRONX, NY 10474-----------------------

N/A 0. 0. X

GOTHAM DISTRIBUTORS CORP-------------------516 SYLVAN AVENUE

---------------NJ 07632ENGLEWOOD CLIFF,

- ----------------------N/A 0. 0. X

HARAM CHRISTENSEN-------------------

125 ASIA PLACE-----------------------CARLSTADT, NJ 07072-----------------------

N/A 0. 0. X

HD SMITH WHSE DRUG CO.-----------------------3201 W WHITE OAKS-----------------------SPRINGFIELD, IL 62704-----------------------

N/A 0. 0. X

HENRY HAAS INC.-----------------------366 N. BROADWAY-----------------------JERICHO, NY 11753- -----------

N/A 0. 0. X

HUNT POINT TERM MARKET-----------------------2A, HUNTS POINT TERM-----------------------BRONX, NY 10474-----------------------

N/A 0. 0. X

J. RENELLA PRODUCE, INC.-----------------------11 WARING ROAD-----------------------POUND NY 10576RIDGE,

- ----------------------N/A 0. 0. X

J. MARGIOTTA COMPANY----------------------100 -105 HUNTS-POINTPOINT100 ----NT --------BRONX, NY 10474

I N/A 0. 1 0. 1 X


Schedule R Cont (Form 990) 2013 UNITED TEAMSTER FUND 13-5549593 Continuation Page 7 of • 15

.Pant'-ly Continuation of Identification of Related Organizations Taxable as a Corporation or Trust

(A) (B) (C) (D) (E) (F) (G) (H) (1)Name , address, and EIN of related organization Primary activity Legal domicile Direct controlling Type of entity (C Share of total income Share of end-of-year Percentage Section 512


entity?

Yes No

JAMAC-FROZEN FOOD-CORP. --- ---570 GRAND STREET- -----------

NJ 07302JERSEY CITY,-----------------------

N/A 0. 0. X

JOBLOT AUTOMOTIVE INC.-----------------------98-11 211TH STREET-----------------------QUEENS VILLAGE, NY 11429-----------------------

N/A 0. 0. X

JOHN A. VASSILAROS------29-05120TH STREET-----------------------FLUSHING, NY 11354

-----------------------N/A 0. 0. X

JUNIORS PRODUC INC. - - - - - - - _

438-439 ROW D, HUNTS POINT MRK-----------------------BRONX, NY 10474-----------------------

N/A 0. 0. X

KATZMAN BERRY-CORP.------ --------153-157 ROW A, HUNTS POINT MRK-- ------- ------------BRONX, NY 10474-----------------------

N/A 0. 0. X

KINGS AUTOMOTIVE GROUP-----------------------20 NEPTUNE AVENUE-----------------------BROOKLYN, NY 11235

-----------------------N/A 0. 0. X

KOREAN FARMS CORP.-----------------------352-353 HUNTS POINT MRKT-----------------------BRONX, NY 10474-----------------------

N/A 0. 0. X

KSK AUTOMOTIVE INC---------------------502-A WEST OLD COUNTRY RD- --HICKSVILLE, NY 11801

TEE+5i04. 06127/13 Schedule R Cont (Form 990) 2013

Schedule R Cont (Form 990) 2013 UNITED TEAMSTER FUND 13-5549593 Con ti n uatio n Page 8 of . 15


(A) (B) (C) (D) (E) (F) (G) (H) (I)Name , address , and EIN of related organization Primary activity Legal domicile Direct controlling Type of entity (C Share of total income Share of end-of-year Percentage Section 512

(state or foreign entity corp, S corp , or assets ownership (b)(13)country) trust) controlled

entity?

Yes No

LANDMARK FOODS-------------------

865 WAVERLY AVENUE-----------------------HOLTSVILLE, NY 11742-----------------------

N/A 0. 0. X

LBD PRODUCE, INC-----------------------226 B, HUNTS POINT MRKT-----------------------BRONX, NY 10474-----------------------

N/A 0. 0. X

LEE LOI INDUSTRY,-INC.----------------------234-237 ROW B, HUNTS POINT MRK-----------------------BRONX, NY 10474-----------------------

N/A 0. 0. X

LONG ISLAND PIPE SUPPLY

586 COMMERCIAL AVENUE-----------------------GARDEN CITY, NY 11530

-----------------------N/A 0. 0. X

M& R TOMATO DISTS. INC.--------------------149-151 HUNTS POINT MRKT-----------------------BRONX, NY 10474-----------------------

N/A 0. 0. X

M& R TRADING CO. INC.------------------151 HUNTS POINT TERMINAL-----------------------BRONX, NY 10474-----------------------

N/A 0. 0. X

MABIJO PACKING CORP .- - _ _ _ - _ _

247 HUNTS-POINT TRMINAL ------- ----------NY 10474BRONX,

-----------------------N/A 0. 0. X

MANFREDI-----------------------1590 HYLAND BLVDSTATEN -ISLAND, NY 10305


Schedule R Cont (Form 990) 2013 UNITED TEAMSTER FUND 13-5549593 Continuation Page 9 of . 15

Part l 7 Continuation of Identification of Related Organizations Taxable as a Corporation or Trust

(A) (B) (C) (D) (E) (F) (G) (H) (I)Name, address, and EIN of related organization Primary activity Legal domicile Direct controlling Type of entity (C Share of total income Share of end-of-year Percentage Section 512

(state or foreign entity corp, S Corp, or assets ownership (b)(13)country) trust) controlled

entity?

Yes No

_ _ _ _ _MANHATTAN-IGNITION CORP.45-17 DAVIS STREET-----------------------LIC, NY 11101-----------------------

N/A 0. 0. X

MARKET LIFT INC.--------------------

439 HALLECK STREET-----------------------BRONX, NY 10474-----------------------

N/A 0. 0. X

MASSIMO ZANETTI BEV. USA-----------------------10 EMPIRE BLVD-----------------------MOONACHIE, NJ 07074- - -- -- -----------------

N/A 0. 0. XMAYFLOWER-SALES CO. INC.

-------------614 BERGEN STREET

BROOKLYN, NY 11238------------------ -----

N/A 0. 0. XMENDEZ INTERNATIONAL-----------------------HUNTS-POINT MRKT

--------------BRONX, NY 10474-------------------- ---

N/A 0. 0. XMERCEDEZ BENZ OF BROOKLYN- ---- -1810 SHORE PARKWAY-----------------------BROOKLYN, NY 11214-------- -- -------------

N/A 0. 0. X

MERCURY PAINT-----------------------4808 FARRAGUT-ROAD----------------------BROOKLYN, NY 11203---------- -------------

N/A 0. 0. X

MIDLAND STEEL WHSE. CORP.- -----1120 LEGGETT AVENUE-----------------------BRONX, NY 10474

N/A 0. 0. X



rPa'rt,IV'.j Continuation of Identification of Related Organizations Taxable as a Corporation or Trust

(A) (B) (C) (D) (E) (F) (G) (H) (I)Name , address , and EIN of related organization Primary activity Legal domicile Direct controlling Type of entity (C Share of total income Share of end-of-year Percentage Section 512

(state or foreign entity Corp, S corp , or assets ownership (b)(13)country) trust) controlled

entity?

Yes No

MIL-ART TRUCKING CORP.-----------------------201-204 HUNTS POINT-----------------------BRONX, NY 10474-----------------------

N/A 0. 0. X

M ILLERS AUTO PTS OF MT. KISCO_

135 KISCO AVENUE-----------------------MT. KISCO, NY 10549-----------------------

N/A 0. 0. X

MORRIS OKUN INC.-----------------------214B HUNTS POINT TERM

BRONX, NY 10474-----------------------

N/A 0. 0. X

MOTIVE PARTS CO. INC.-----------------------20 BEECHWOOD AVENUE-------- --------

PT. WASHINGTON, NY 11050-----------------------

N/A 0. 0. X

NATHEL & NATHEL INC.-----------------------357 ROW C, HUNTS POINT TERM-----------------------BRONX, NY 10474---------------- ------ -

N/A 0. 0. X

NEAT HEAT, INC- -------------35 ALABAMA AVENUE-----------------------ISLAND PARK,-NY 11558----------------------

N/A 0. 0. X

NEW YORK BLOOD CENTER-----------------------1200 PROSPECT AVENUE- --------

NY 11590WESTBURY, -----------------------N/A 0. 0. X

NEWHAVEN DIST. SERVICE-----------------------999 EAST 149TH STREETBRONX, NY 10455




(A) (B) (C) (D) (E) (F) (G) (H) (1)Name , address , and EIN of related organization Primary activity Legal domicile Direct controlling Type of entity (C Share of total income Share of end-of -year Percentage Section 512


entity?

Yes No

PAN HELLENIC FOOD-OF NY CORP------------- ------ -442-444 HUNTS POINT TERM-----------------------BRONX, NY 10479-----------------------

N/A 0. 0. X

PARAGON HONDA INC---------------------57-02 NORTHERN BLVD-----------------------WOODSIDE, NY 11377-----------------------

N/A 0. 0. X

PART AUTHORITY - WAW-----------------------605 ALBANY AVENUE

-----------------AMITYVILLE, NY 11701-----------------------

N/A 0. 0. X

PAUL STEINBERG ASSOC.-----------------------206A HUNTS POINT TERM-----------------------BRONX, NY 10474---- -------------------

N/A 0. 0. X

PORRICELLI INC.- ------------342 ROW C, HUNTS POINT TERM-----------------------BRONX, NY 10479-------------- ---------

N/A 0. 0. X

PREMIER FIRE SPRINKLER CO-----------------------131 BRIGHTSIDE AVENUE

CENTRAL ISLIP, NY 11722-----------------------

N/A 0. 0. X

PRIME-AUTO PARTS----------

89-17 UNION TURNPIKE-----------------------GLENDALE, NY 11385- ----------

N/A 0. 0. X

R& I PRODUCE--------------------205A HUNTS POINT TERM-----------------------BRONX, NY 10474

N/A 0. 1 0. 1 X


Schedule R Cont (Form 990) 2013 UNITED TEAMSTER FUND 13-5549593 Co n ti n uation Page 12 o1. 15


(A) (B) (C) (D) (E) (F) (G) (H) (1)Name, address, and EIN of related organization Primary activity Legal domicile Direct controlling Type of entity (C Share of total income Share of end-of-year Percentage Section 512

(state or foreign entity Corp, S corp, or assets ownership (b)(13)country) trust) controlled

entity?

Yes No

ROBERT T.-COCHRAN-CO.-INC._------- ----- -- ---410D, HUNTS POINT TERM-----------------------BRONX, NY 10474-----------------------

N/A 0. 0. X

RODI AUTOMOTIVE INC.-----------

450 JERICHO TPKE-----------------------MINEOLA, NY 11501-----------------------

N/A 0. 0. X

RONNIE'S TRUCK SVCE, INC.- --1600 NEW HIGHWAY-----------------------FARMINGDALE, NY 11735- ------- -

N/A 0. 0. X

RUBIN BROS- --------------- -147-148 HUNTS POINT TERM-----------------------BRONX, NY 10474-----------------------

N/A 0. 0. XS. KATZMAN PRODUCE INC.- ----- -153-157 ROW A, HUNTS POINT TER -BRONX, NY 10474-----------------------

N/A 0. 0. XSAMI PRODUCE-----------------------331 C, HUNTS POINT TERM-----------------------BRONX, NY 10474--------------- --------

N/A 0. 0. X

SHARKEY'S TRUCKING CORP.-----------------------153-157 ROW A, HUNTS POINT TER -BRONX, NY 10474------------ -----------

N/A 0. 0. X

SLF BENEFICA-CITY-PRODUCE----------------------344 TIFFANY STREET-----------------------BRONX, NY 10474

N/A 0. 0. X


Schedule R Cont (Form 990) 2013 UNITED TEAMSTER FUND 13-5549593 Cont i nuation Page 13 01 . 15


(A) (B) (C) (D) (E) (F) (G) (H) (I)Name, address, and EIN of related organization Primary activity Legal domicile Direct controlling Type of entity (C Share of total income Share of end-of-year Percentage Section 512


entity?

Yes No

SLF TRANSPORTATION-----------------------344 TIFFANY STREET-----------------------BRONX, NY 10474-----------------------

N/A 0. 0. X

SLG GREEN-----------------------220 EAST 42ND STREET-----------------------NY, NY 10017-----------------------

N/A 0. 0. X

STATION AUTO POINT & PAINT

1125 ROUTE 112---------------------PT JEFFERSON, NY 11776

-----------------------N/A 0. 0. X

SUNRISE COACH-LINE INC . -------------- -------PO BOX-2050----------------------GREENPORT, NY 11944-----------------------

N/A 0. 0. X

SUPER-STUD BLDG PRODUCTS2960 WOODBRIDGE AVENUE-----------------------EDISON, NJ 08837-----------------------

N/A 0. 0. X

SYSCO LONG ISLAND LLC---------------------199 LOWELL AVENUE--------------CENTRAL ISLIP, NY 11722-----------------------

N/A 0. 0. X

TED GEORGALLAS TOMATO_& PROD _---------------- -----447-449 ROW D, HUNTS POINT TER-----------------------BRONX, NY 10474-----------------------

N/A 0. 0. X

T ILDEN HUNTINGTON_INC_ - - _ _ ---800 NEW YORK AVENUE-----------------------HUNTINGTON, NY 11743

N/A 0. 1 0. 1 1 X




(A) (B) (C) (D) (E) (F) (G) (H) (t)Name, address, and EIN of related organization Primary activity Legal domicile Direct controlling Type of entity (C Share of total income Share of end-of-year Percentage Section 512


entity?

Yes No

TOP BANANA LLC-----------------------414-416 ROW D, HUNTS POINT TER -BRONX, NY 10474-----------------------

N/A 0. 0. X

TRUX INC.-----------------------1365 LAKELAND AVENUE- --------BOHEMIA,-NY 11716----------------------

N/A 0. 0. X

US FOODSERVICE, INC.-----------------------1051 AMBOY AVENUE

AMBOY, NJ 08861PERTH---------------------- -

N/A 0. 0. X

VEG-PAK DISTRIBUTION CO.-INC.- -147-148 HUNTS POINT TERM-----------------------BRONX, NY 10474-----------------------

N/A 0. 0. X

VILLEROY & BOCH-----------------------3 A,-SOUTH MIDDLESEX----------------------MONROE TOWNSHIP, NJ 08831

-----------------------N/A 0. 0. X

WEST SIDE FOODS-----------------------355 FOOD CENTER DRIVE

-----------BRONX, NY 10474-----------------------

N/A 0. 0. X

WILL-BAR INT'L-----------------------50 CABOT COURT-----------------------HAUPPAUGE, NY 11788-----------------------

N/A 0. 0. X

WOOLCO FOODS, INC.

135 AMITY-STREET __________

JERSEY CITY, NJ 07305

>EEA51041- 06/27/13 Schedule R Cont (Form 990) 2013

Schedule R Cont (Form 990) 2013 UNITED TEAMSTER FUND 13-5549593 Cont i nuation Page 15 of .15

Part IVwx Continuation of Identification of Related Organizations Taxable as a Corporation or Trust

(A)Name , address , and EIN of related organization

(B)Primary activity

(C)Legal domicile(state or foreign

country)

(D)Direct controlling

entity

(E)Type of entity (Ccorp, S corp, or

trust)

(F)Share of total income

(G)Share of end-of-year

assets

(H)Percentageownership

(t)Section 512

(b)(13)controlledentity?

Yes No

AM & ASSOCIATES

420 LEXINGTON_AVE____-----_

NEW YORK,-NY 10170----------------------

/A . . X

LUNA FRESH PRODUCE-----------------------134-136 ROW A, HUNTS POINT MRK-----------------------BRONX, NY 10474-----------------------

/A . . X

-----------------------

-----------------------

-----------------------

-----------------------

-----------------------

-----------------------

-----------------------

-----------------------

-----------------------

-----------------------

-----------------------

-----------------------

-----------------------

-----------------------

-----------------------

-----------------------

------------------------

------------------------


2013 Schedule D, Part XIII - Supplemental Information Page 5

Client UTFUND UNITED TEAMSTER FUND 13-5549593

12/30/14 12:14PM

Schedule D, Part XI, Line 2dOther Revenue Included In F/S But Not Included On Form 990

ADMIN FEES RECEIVED FROM OTHER FUNDS $ -876 583.Total

,-876,583.

Schedule D, Part XII, Line 2dOther Expenses And Losses Per Audited F/S

ADMIN. FEES RECEIVED FROM OTHER FUNDS $ -876,583.Total $ -876,583.

Schedule D, Part XII, Line 4bOther Expenses Included On Form 990 But Not Included In F/S

INCREASE IN BENEFIT OBLIGATIONS $ 960,832.Total $ 960,832.

Form 8868 Application for Extension of Time To File an(Rev January 2014) I Exempt Organization Return I 0MBNo 1545-1709

Department of the Treasury I " File a separate application for each return.

Internal Revenue Service "Information about Form 8868 and its instructions is at www.1rs.gov/form8868.

• It you are tiling for an Automatic 3-Month Extension , complete only Part I and check this box ► 14

• If you are filing for an Additional (Not Automatic) 3-Month Extension , complete only Part II (on page 2 of this form).

Do not complete Part// unless you have already been granted an automatic 3-month extention on a previously filed Form 8868.

Electronic filing (e-file). You can electronically file Form 8868 if you need a 3-month automatic extension of time to file (6 months for acorporation required to file Form 990-T), or an additional (not automatic) 3-month extension of time You can electronically file Form 8868 torequest an extension of time to file any of the forms listed in Part I or Part II with the exception of Form 8870, Information Return for TransfersAssociated With Certain Personal Benefit Contracts, which must be sent to the IRS in paper format (see instructions) For more details on theelectronic filing of this form, visit www irs gov/efile and click on a-file for Charities & Nonprofits.

P Automatic 3-Month Extension of Time. Only submit original (no copies needed).

A corporation required to file Form 990-T and requesting an automatic 6-month extension - check this box and complete Part I only ►

All other corporations (including 1120-C filers), partnerships, REMICs, and trusts must use Form 7004 to request an extension of time to fileincome tax returns.

Name of exempt organization or other filer, see

Type orprint

UNITED TEAMSTER FUNDFile by the

Number, street, and room or suite number If a

filing youror 2137-2147 UTICA AVENUEreturn, See City, town or post office, state, and ZIP code Fiinstructions

see

see

13-554959

Enter the Return code for the return that this application is for (file a separate application for each return) .. O1

ApplicationIspFor

ReturnCode

A plicationIs For

ReturnCode

Form 990 or Form 990-EZ 01 Form 990-T (corporation) 07

Form 990-BL 02 Form 1041-A 08

Form 4720 (individual) 03 Form 4720 (other than individual) 09

Form 990-PF 04 Form 5227 10

Form 990-T (section 401(a) or 408( a) trust) 05 Form 6069 11

Form 990-T (trust other than above) 06 Form 8870 12

• The books are in the care of ► JOINT BOARD OF TRUSTEES------------------------------------

Telephone No. ► ( 7181_U9 - 1624 Fax No 718 252-3632• If the organization does not have an office or place of business in the United States , check this box .. . . . ►• If this is for a Group Return , enter the organization ' s four digit Group Exemption Number (GEN) . If this is for the whole group,

check this box . ► [ If it is for part of the group , check this box ► [ and attach a list with the names and ENS of all members

the extension is for.

1 I request an automatic 3-month (6 months for a corporation required to file Form 990.1) extension of time

until _12_/15_ _ _ , 20 14 _, to file the exempt organization return for the organization named above

The extension is for the organization's return for:

► 9 calendar year 20 or

► tax year beginning - 5/0_1 _ _ _ , 20 _13_ _, and ending - 4_/3_0_ _ _ 20 14_ _•

2 If the tax year entered in line 1 is for less than 12 months, check reason11

Initial return []Final return

[Change in accounting period

3 a if this application is for Forms 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less anynonrefundable credits See instructions. . . .. .

b If this application is for Forms 990-PF, 990-T, 4720 , or 6069 , enter any refundable credits and estimatedtax payments made Include any prior year overpayment allowed as a credit

c Balance due . Subtract line 3b from line 3a. Include your payment with this form, if required, by usingEFTPS (Electronic Federal Tax Payment System). See instructions

$ 0.

$ 0

$ 0.

Caution . If you are going to make an electronic funds withdrawal (direct debit) with this Form 8868, see Form 8453-EO and Form 8879-EO forpayment instructions.

BAA For Privacy Act and Paperwork Reduction Act Notice, see instructions.FIFZ0501L 12/31/13

Enter filer's identifying number , see instructions

Employer identification number (EIN) or

Form 8868 (Rev 1-2014)

Form 8868 (Rev 1-2014) e2• If you are filing for an Additional (Not Automatic) 3-Month Extension , complete only Part If and check this box

Note . Only complete Part II if you have already been granted an automatic 3-month extension on a previously filed Form 8868.

• If you are filing for an Automatic 3-Month Extension, complete only Part I (on page 1).

far , It = Additional (Not Automatic) 3-Month Extension of Time . Only file the original (no copies needed).Enter filer's identifying number , see instructions

Name of exempt organization or other filer , see instructions Employer identification number (Elf or

Type orprint

Number, street, and room or suite number If a P 0 box, see instructions

File by theextendeddue date forfiling your 2137-2147 UTICA AVENUEInstrstrucctSeeions City, town or post office, state , and ZIP code For a foreign address , see instructionsin

Enter the Return code for the return that this application is for (file a separate application for each return) FO1

A plicationIspFor

ReturnCode

A p licationIspFor

ReturnCode

Form 990 or Form 990-EZ 01 Ô_Wa$f„-,: '; "Form 990-BL 02 Form 1041-A 08

Form 4720 (individual) 03 Form 4720 (other than individual) 09

Form 990-PF 04 Form 5227 10

Form 990-T (section 401(a) or 408(a) trust) 05 Form 6069 11

Form 990-T (trust other than above) 06 Form 8870 12

STOP! Do not complete Part II If you were not already granted an automatic 3-month extension on a previously filed Form 8868.

• The books are in care of ► JOINT BOARD OF TRUSTEES------------------------------------Telephone No. ► (11L81 859-1624 Fax No. ► _(7:L81 252-3632

• If the organization does not have an office or place of business in the United States , check this box . . '

• If this is for a Group Return , enter the organization ' s four digit Group Exemption Number (GEN) _ If this is for the

whole group , check this box . ' F1 . If it is for part of the group, check this box " and attach a Ilst with the names and EINs of all

members the extension is for.

4 I request an additional 3-month extension of time until 3/15 20 _15.

5 For calendar year , or other tax year beginning 5/01 20 13, and ending 4 /30 20 14.

6 If the tax year entered in line 5 is for less than 12 months , check reason . F] Initial return F] Final return

11Change in accounting period

7 State in detail why you need the extension _ AWAITING ADDITIONAL INFORMATION NEEDED TO-FILE A----COMPLETE- AND- ACCURATE-RETURN- _ _ _

S a If this application is for Forms 990-BL, 990-PF, 990-T, 4720, or 6069 , enter the tentative tax , less anynonrefundable credits See Instructions Ba $

b If this application is for Forms 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated

[^Ltax payments made Include any prior year overpayment allowed as a credit and any amount paidpreviously with Form 8868 . . . . 88b$

c Balance due. Subtract line 8b from line 8a Include your payment with this form, if required, by usingEFTPS (Electronic Federal Tax Payment System). See instructions 8c $

Signature and Verification must be completed for Part II only.

Underand

Sig nature

BAA

this form, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,this form

Title ►

FIFZ0502L 12/31/13

Date ► t - I , Zo

Form 8868 (Rev 1-2014)