INTERNATIONAL BROTHERHOOD OF TEAMSTERS SCHOLARSHIP FUND: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL BROTHERHOOD OF TEAMSTERS SCHOLARSHIP FUND (EIN 88-2958574)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-09-03
IRS object ID
202642469349300704
Schema version
2025v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-09-03T06:29:22-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611436956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOVAK FRANCELLA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line140 MONUMENT RD 5TH FLRAddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN882958574EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL BROTHERHOOD OF TEAMSTERSBusinessNameLine1Txt
Business Name Line2SCHOLARSHIP FUND INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINTEBusinessNameControlTxt
Phone2026246800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 LOUISIANA AVE NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFRED ZUCKERMANPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2026246800PhoneNum
Signature2026-09-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANTHONY VOGT CPAPreparerPersonNm
PTINP01385419PTIN
Phone6106689400PhoneNum
Preparation2026-09-02PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerFRED ZUCKERMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 LOUISIANA AVE NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,252,021GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.TEAMSTERS.ORG/SCHOLARSHIPSWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2022FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionTO PROVIDE EDUCATIONAL SCHOLARSHIPS TO DEPENDENTS OF ACTIVE AND RETIRED MEMBERS OF INTERNATIONAL BROTHERHOOD OF TEAMSTERS IN ORDER TO ENABLE THE RECIPIENTS TO ATTEND POST-SECONDARY EDUCATIONAL AND VOCATIONAL INSTITUTIONS.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$215,778PYContributionsGrantsAmt
CY Contributions Grants$386,299CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$144,844PYInvestmentIncomeAmt
CY Investment Income$204,823CYInvestmentIncomeAmt
PY Other Revenue$2,155,597PYOtherRevenueAmt
CY Other Revenue$2,144,642CYOtherRevenueAmt
PY Total Revenue$2,516,219PYTotalRevenueAmt
CY Total Revenue$2,735,764CYTotalRevenueAmt
PY Grants And Similar Paid$904,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,151,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$343,505PYOtherExpensesAmt
CY Other Expenses$222,849CYOtherExpensesAmt
PY Total Expenses$1,247,505PYTotalExpensesAmt
CY Total Expenses$1,373,849CYTotalExpensesAmt
PY Revenues Less Expenses$1,268,714PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,361,915CYRevenuesLessExpensesAmt
Total Assets BOY$8,322,009TotalAssetsBOYAmt
Total Assets EOY$9,433,195TotalAssetsEOYAmt
Total Liabilities BOY$2,136,484TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,885,459TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,185,525NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,547,736NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE EDUCATIONAL SCHOLARSHIPS TO DEPENDENTS OF ACTIVE AND RETIRED MEMBERS OF INTERNATIONAL BROTHERHOOD OF TEAMSTERS IN ORDER TO ENABLE THE RECIPIENTS TO ATTEND POST-SECONDARY EDUCATIONAL AND VOCATIONAL INSTITUTIONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,151,000ExpenseAmt
Grant$1,151,000GrantAmt
DescTO PROVIDE EDUCATIONAL SCHOLARSHIPS TO DEPENDENTS OF ACTIVE AND RETIRED MEMBERS OF INTERNATIONAL BROTHERHOOD OF TEAMSTERS TO HELP PAY THE COST OF HIGHER EDUCATION, INCLUDING THE COST OF UNIVERSITY, COLLEGE AND VOCATIONAL EDUCATIONS.Desc
Total Program Service Expenses$1,151,000TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL BROTHERHOOD OF TEAMSTERSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2026246800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 LOUISIANA AVE NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
SEAN M O'BRIEN
PRESIDENT1.0035.00Yes (X)Yes (X)$0$400,415$81,568
LINDSAY DOUGHERTY
SECRETARY & TEASURER1.0035.00Yes (X)Yes (X)$0$97,456$32,658
RICHARD ERICKSON
VICE PRESIDENT1.0035.00Yes (X)Yes (X)$0$97,357$32,190
CHRIS GRISWOLD
DIRECTOR1.0035.00Yes (X)$0$81,902$28,886
BRENT TAYLOR
DIRECTOR1.0035.00Yes (X)$0$97,244$32,214
JAMES WRIGHT
DIRECTOR1.0035.00Yes (X)$0$96,981$33,936
FRED ZUCKERMAN
DIRECTOR1.0035.00Yes (X)$0$360,807$53,505
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,232,162TotReportableCompRltdOrgAmt
Total Other Compensation$294,957TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$292,808FundraisingAmt
Related Organizations$71,111RelatedOrganizationsAmt
All Other Contributions$22,380AllOtherContributionsAmt
Total Contributions$386,299TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$204,823TotalRevenueColumnAmt
Exclusion$204,823ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$2,660,899FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$292,808ContriRptFundraisingEventAmt
Fundraising Direct Expenses$516,257FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,144,642TotalRevenueColumnAmt
Exclusion$2,144,642ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,735,764TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,349,465ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,093,000TotalAmt
Program Services$1,093,000ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$58,000TotalAmt
Program Services$58,000ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$30,000TotalAmt
Management And General$30,000ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$91,307TotalAmt
Management And General$91,307ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,150TotalAmt
Management And General$6,150ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$23,075TotalAmt
Management And General$23,075ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
ALLOCATED PERSONNEL COS$54,260$54,260
MAGAZINE ALLOCATION$16,594$16,594
SURETY BOND$1,463$1,463

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,373,849TotalAmt
Program Services$1,151,000ProgramServicesAmt
Management And General$222,849ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$255,000BOYAmt
EOY$266,463EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$7,463,602BOYAmt
EOY$8,682,249EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$296,000BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$48,067BOYAmt
EOY$46,667EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$259,340BOYAmt
EOY$437,816EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,322,009BOYAmt
EOY$9,433,195EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$1,463EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,136,484BOYAmt
EOY$1,883,596EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$400EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,136,484BOYAmt
EOY$1,885,459EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,185,525BOYAmt
EOY$7,547,736EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,185,525BOYAmt
EOY$7,547,736EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,322,009BOYAmt
EOY$9,433,195EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,361,915ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$296NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$2,000,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$154,394CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$195,194CurrentTaxYearMinus1YearAmt
Current Tax Year$386,299CurrentTaxYearAmt
Total$2,735,887TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$3,299,011CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,837,505CurrentTaxYearMinus1YearAmt
Current Tax Year$2,660,899CurrentTaxYearAmt
Total$8,797,415TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$2,000,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,453,405CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,032,699CurrentTaxYearMinus1YearAmt
Current Tax Year$3,047,198CurrentTaxYearAmt
Total$11,533,302TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$11,533,302PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$144,844CurrentTaxYearMinus1YearAmt
Current Tax Year$204,823CurrentTaxYearAmt
Total$349,667TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$144,844CurrentTaxYearMinus1YearAmt
Current Tax Year$204,823CurrentTaxYearAmt
Total$349,667TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$2,000,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,453,405CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,177,543CurrentTaxYearMinus1YearAmt
Current Tax Year$3,252,021CurrentTaxYearAmt
Total$11,882,969TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97060PublicSupportCY509Pct
Public Support PY5090.98320PublicSupportPY509Pct
Investment Income CY0.02940InvestmentIncomeCYPct
Investment Income PY0.01680InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO RELATED ENTITIESDesc
Amt$400Amt
FieldValueIRS element (for citing)
Total Liability$400TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,252,317TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$296NetUnrealizedGainsInvstAmt
Revenue Not Reported$296RevenueNotReportedAmt
Revenue Subtotal$3,252,021RevenueSubtotalAmt
Other Revenues Not Included-$516,257OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$516,257RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,735,764TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,890,106TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$516,257OtherExpensesIncludedAmt
Expenses Not Reported$516,257ExpensesNotReportedAmt
Expenses Subtotal$1,373,849ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,373,849TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE SCHOLARSHIP FUND AND TO RECOGNIZE A TAX LIABILITY IF THE INTERNATIONAL UNION HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE SCHOLARSHIP FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE SCHOLARSHIP FUND.
PART XI, LINE 4B - OTHER ADJUSTMENTS:COST OF DIRECT BENEFITS TO DONORS
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF DIRECT BENEFITS TO DONORS

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$0SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$0TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp

FieldValueIRS element (for citing)
Type Of AssistanceSCHOLARSHIPSTypeOfAssistanceTxt
RegionNORTH AMERICARegionTxt
Recipient29RecipientCnt
Cash Grant$58,000CashGrantAmt
Manner Of Cash DisbursementCHECKMannerOfCashDisbursementTxt
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FUNDRAISING DINNER EVENTEvent1Nm
Gross Receipts Event1$2,953,707GrossReceiptsEvent1Amt
Charitable Contri Event1$292,808CharitableContriEvent1Amt
Gross Revenue Event1$2,660,899GrossRevenueEvent1Amt
Rent Facility Costs Event1$26,731RentFacilityCostsEvent1Amt
Food And Beverage Event1$283,810FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$205,716OtherDirectExpensesEvent1Amt
Gross Receipts Total$2,953,707GrossReceiptsTotalAmt
Charitable Contributions Tot$292,808CharitableContributionsTotAmt
Gross Revenue Total Events$2,660,899GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$26,731RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$283,810FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$205,716OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$516,257DirectExpenseSummaryEventsAmt
Net Income Summary$2,144,642NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient547RecipientCnt
Cash Grant$1,093,000CashGrantAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
SEAN M O'BRIEN
PRESIDENT$0$266,059$0$0$0$134,356$0$34,827$0$46,741$0$481,983$0$0
FRED ZUCKERMAN
DIRECTOR$0$236,497$0$0$0$124,310$0$30,957$0$22,548$0$414,312$0$0

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescDONATED ADMINISTRATIVE SUPPORT EXPENSESDesc
Contribution0ContributionCnt
Noncash Contributions Rpt F990$71,111NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE INTERNATIONAL BROTHERHOOD OF TEAMSTERS SCHOLARSHIP FUND FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT, WHO THEN FORWARDS THE COMPLETED RETURN TO IBT'S SECRETARY-GENERAL/TREASURER FOR REVIEW AND SIGNATURE.
FORM 990, PART VI, SECTION B, LINE 12CTHE INTERNATIONAL BROTHERHOOD OF TEAMSTERS SCHOLARSHIP FUND MONITORS ITS CONFLICT OF INTEREST POLICY ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS SCHOLARSHIP FUND MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS SCHOLARSHIP FUND'S (THE FUND'S) FINANCIAL STATEMENTS WERE AUDITED SEPARATELY AND AS PART OF A CONSOLIDATED STATEMENT. THE FUND'S GOVERNING BODY IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT WHO PERFORMS THE AUDIT. NO CHANGE TO THE PROCESS WAS MADE FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
IBT SUPPLEMENTAL BENEFITS TRUST
25 LOUISIANA AVENUE NWWASHINGTONDC20001200412571SUPPLEMENTAL BENEFITS TRUSTDC501(C)(5)0
INTERNATIONAL BROTHERHOOD OF TEAMSTERS
25 LOUISIANA AVENUE NWWASHINGTONDC20001530215427LABOR UNIONDC501(C)(5)0
TEAMSTERS VOLUNTARY EMPLOYEES BENEFITS TRUST
25 LOUISIANA AVENUE NWWASHINGTONDC20001016196051VEBA TRUSTDC501(C)(9)0
TEAMSTERS DISASTER RELIEF FUND
25 LOUISIANA AVENUE NWWASHINGTONDC20001521790540CHARITABLE ORGANIZATIONDC501(C)(3)0LINE 7
TEAMSTERS LEGAL DEFENSE TRUST
25 LOUISIANA AVENUE NWWASHINGTONDC20001263361356LEGAL DEFENSE FUNDDC501(C)(9)0
TEAMSTERS EDUCATION AND MOBILIZATION FUND
25 LOUISIANA AVENUE NWWASHINGTONDC20001262912925POLITICAL ACTION COMMITTEEDC5270
TEAMSTERS AFFILIATES PENSION PLAN
25 LOUISIANA AVENUE NWWASHINGTONDC20001526128127PENSION PLANDC401(A)501(A)0
INT'L BRTH OF TMSTRS RETIREMENT & FAMILY PROTECTION
25 LOUISIANA AVENUE NWWASHINGTONDC20001530215427PENSION PLANDC401(A)501(A)0
COMM FOR DMCRTC REP INDP VOTER EDUCATION (DRIVE)
25 LOUISIANA AVENUE NWWASHINGTONDC20001530261255POLITICAL ACTION COMMITTEEDC5270

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1TEAMSTERS NATIONAL HEADQUARTERS BUILDING CORPORATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 LOUISIANA AVENUE NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd
FieldValueIRS element (for citing)
EIN530226398EIN
Primary ActivitiesBUILDING CORPORATIONPrimaryActivitiesTxt
Legal Domicile StateDCLegalDomicileStateCd
Entity TypeCEntityTypeTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL BROTHERHOOD OF TEAMSTERSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeMTransactionTypeTxt
Involved$71,111InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.