000-160 (LM2) 06/30/2022

U.S. Department of Labor
Office of Labor-Management Standards
Washington, DC 20210

FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT

Form Approved
Office of Management and Budget
No. 1245-0003
Expires: 01-31-2025

MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN TRUSTEESHIP

This report is mandatory under P.L. 86-257, as amended. Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.

READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.

For Official Use Only

1. FILE NUMBER
000-160

2. PERIOD COVERED
From	07/01/2021
Through	06/30/2022

3.	(a) AMENDED - Is this an amended report:	No
	(b) HARDSHIP - Filed under the hardship procedures:	No
	(c) TERMINAL - This is a terminal report:	No

4. AFFILIATION OR ORGANIZATION NAME TRANSIT UNION AFL-CIO
5. DESIGNATION (Local, Lodge, etc.) NATIONAL HEADQUARTERS	6. DESIGNATION NBR
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name KENNETH	Last Name KIRK
P.O Box - Building and Room Number
Number and Street 10000 NEW HAMPSHIRE AVENUE
City SILVER SPRING
State MD	ZIP Code + 4 20903

9. Are your organization's records kept at its mailing address?

Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in the instructions.)

70. SIGNED:

John A Costa

PRESIDENT

71. SIGNED:

Kenneth R Kirk

TREASURER

Date:

Sep 28, 2022

Telephone Number:

301-431-7100

Date:

Sep 28, 2022

Telephone Number:

301-431-7100

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

ITEMS 10 THROUGH 21

FILE NUMBER: 000-160

10. During the reporting period did the labor organization create or participate in the administration of a trust or a fund or organization, as defined in the instructions, which provides benefits for members or beneficiaries?	Yes
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?	Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?	Yes
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?	Yes
13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)	No
14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?	$500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?	No
16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?	No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?	No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?	No
19. What is the date of the labor organization's next regular election of officers?

20. How many members did the labor organization have at the end of the reporting period?

190,378

21. What are the labor organization's rates of dues and fees?

Rates of Dues and Fees
Dues/Fees	Amount		Unit	Minimum	Maximum
(a) Regular Dues/Fees	Various	per	Month	$2.00	$16.65
(b) Working Dues/Fees		per
(c) Initiation Fees		per
(d) Transfer Fees		per
(e) Work Permits		per

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

STATEMENT A - ASSETS AND LIABILITIES

FILE NUMBER: 000-160

ASSETS

ASSETS	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
22. Cash		$9,443,528	$3,150,808
23. Accounts Receivable	1	$1,061,499	$1,790,046
24. Loans Receivable	2	$44,328,470	$45,503,470
25. U.S. Treasury Securities		$0	$0
26. Investments	5	$137,404,644	$136,433,088
27. Fixed Assets	6	$565,164	$541,476
28. Other Assets	7	$13,541,082	$15,652,788
29. TOTAL ASSETS		$206,344,387	$203,071,676

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$498,716	$955,425
31. Loans Payable	9	$0
32. Mortgages Payable		$0	$0
33. Other Liabilities	10	$8,531,781	$8,739,953
34. TOTAL LIABILITIES		$9,030,497	$9,695,378

35. NET ASSETS

$197,313,890

$193,376,298

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

STATEMENT B - RECEIPTS AND DISBURSEMENTS

FILE NUMBER: 000-160

CASH RECEIPTS	SCH	AMOUNT
36. Dues and Agency Fees		$29,604
37. Per Capita Tax		$29,800,472
38. Fees, Fines, Assessments, Work Permits		$68,162
39. Sale of Supplies		$2,805
40. Interest		$11,697
41. Dividends		$4,187,542
42. Rents		$0
43. Sale of Investments and Fixed Assets	3	$0
44. Loans Obtained	9
45. Repayments of Loans Made	2	$0
46. On Behalf of Affiliates for Transmittal to Them		$0
47. From Members for Disbursement on Their Behalf		$0
48. Other Receipts	14	$530,537
49. TOTAL RECEIPTS		$34,630,819

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$6,910,682
51. Political Activities and Lobbying		16	$2,437,897
52. Contributions, Gifts, and Grants		17	$189,309
53. General Overhead		18	$4,453,455
54. Union Administration		19	$5,183,734
55. Benefits		20	$9,052,846
56. Per Capita Tax			$1,490,038
57. Strike Benefits			$24,130
58. Fees, Fines, Assessments, etc.			$0
59. Supplies for Resale			$1,059
60. Purchase of Investments and Fixed Assets		4	$7,143,871
61. Loans Made		2	$1,175,000
62. Repayment of Loans Obtained		9
63. To Affiliates of Funds Collected on Their Behalf			$0
64. On Behalf of Individual Members			$0
65. Direct Taxes			$2,869,306

66. Subtotal			$40,931,327
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$2,972,259
67b. Less Total Disbursed	$2,964,471
67c. Total Withheld But Not Disbursed			$7,788
68. TOTAL DISBURSEMENTS			$40,923,539

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE

FILE NUMBER: 000-160

Entity or Individual Name (A)	Total Account Receivable (B)	90-180 Days Past Due (C)	180+ Days Past Due (D)	Liquidated Account Receivable (E)
Total of all itemized accounts receivable	$394,595	$158,815	$0	$0
Totals from all other accounts receivable	$1,395,451
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B))	$1,790,046	$158,815	$0	$0
Local 0713 MEMPHIS, TN	$27,840	$5,344
Local 0788 ST. LOUIS, MO	$40,211	$0
Local 0956 ALLENTOWN, PA	$6,027	$0
Local 1095 JACKSON, MI	$7,724	$5,626
Local 1256 EL PASO, TX	$6,654	$3,980
Local 1574 SAN MATEO, CA	$13,042	$0
Local 1575 SAN RAFAEL, CA	$30,213	$0
Local 1625 BUFFALO, NY	$155,483	$113,102
Local 1737 DOUGLAS COUNTY, CO	$22,453	$19,157
Local 1751 FRISCO, CO	$14,028	$11,606
Local 1764 WASHINGTON, DC	$37,357	$0
Local 1415 TORONTO, ON	$33,563	$0

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 2 - LOANS RECEIVABLE

FILE NUMBER: 000-160

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A)

Loans
Outstanding at
Start of Period
(B)

Loans Made
During Period
(C)

Repayments Received During Period
Cash (D)(1)	Other Than Cash (D)(2)

Loans
Outstanding at
End of Period
(E)

Total of loans not listed above

Total of all lines above

$44,328,470

$1,175,000

$45,503,470

Totals will be automatically entered in...

Item 24
Column (A)

Item 61

Item 45

Item 69
with Explanation

Item 24
Column (B)

Name: ATU TEC Properties LLc
Purpose: Purch Property/Opera
Security: Mortgage Loan
Terms of Repayment: 4% Interest due 07/04/024

$44,328,470

$1,175,000

$45,503,470

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 000-160

Description (if land or buildings, give location) (A)	Cost (B)	Book Value (C)	Gross Sales Price (D)	Amount Received (E)
Total of all lines above	$48,006,953	$48,006,953	$48,132,336	$48,132,336
Other Investments	$48,006,953	$48,006,953	$48,132,336	$48,132,336

				Less Reinvestments	$48,132,336
(The total from Net Sales Line will be automatically entered in Item 43)				Net Sales	$0

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 000-160

Description (if land or buildings, give location) (A)	Cost (B)	Book Value (C)	Cash Paid (D)
Total of all lines above	$55,276,207	$55,278,207	$55,276,207
Other Investments	$55,179,958	$55,179,958	$55,179,958
Furniture	$96,249	$98,249	$96,249

		Less Reinvestments	$48,132,336
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$7,143,871

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 5 - INVESTMENTS

FILE NUMBER: 000-160

Description (A)	Amount (B)
Marketable Securities
A. Total Cost	$73,384,580
B. Total Book Value	$69,256,932
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.

Stocks	$21,695,268
Piedmont Office Realty Trust	$143,818
Vanguard Short Term Bond Index Fund	$10,920,227
Vanguard S&P MID-CAP 400 Index Fund	$10,406,623
Vanguard S&P Small-Cap 600 Index Fund	$5,250,281
Blackrock Strategic Opportunities Fund	$20,840,715

Other Investments
D. Total Cost	$72,108,128
E. Total Book Value	$67,176,156
F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E. Also, list each subsidiary for which separate reports are attached.

AFL Housing Investment Trust	$28,662,268
ASB Allegiance Real Estate Fund LLP	$4,635,901
CBRE U.S. Core Partners L.P.	$5,047,833
Intercontinental Real Estate Investment Fund	$5,000,000
Oak Tree Real Estate Debt Fund II LP	$2,347,240
Oak Tree Real Estate Debt Fund III LP	$1,537,500
Oak Tree Real Estate Opportunities Fund VIII LP	$1,125,000
WAMCO	$12,008,823
Hamilton Lane Strategic Opportunity Fund LLP	$6,811,591

G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B))

$136,433,088

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 6 - FIXED ASSETS

FILE NUMBER: 000-160

Description (A)	Cost or Other Basis (B)	Total Depreciation or Amount Expensed (C)	Book Value (D)	Value (E)
A. Land (give location)	$0		$0	$0

B. Buildings (give location)

C. Automobiles and Other Vehicles

$372,853

$281,401

$91,452

D. Office Furniture and Equipment

$2,055,548

$1,605,524

$450,024

E. Other Fixed Assets

F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B))

$2,428,401

$1,886,925

$541,476

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 7 - OTHER ASSETS

FILE NUMBER: 000-160

Description (A)	Book Value (B)
Total (Total will be automatically entered in Item 28, Column(B))	$15,652,788
Prepaid Postage in Transit Publication Meter	$35,000
ATU Health Fund Reserve	$28,000
Accr Int ATU Training & Education Center Mortgage	$12,039,149
Interco Receivable-ATU Training & Education Center	$3,550,639

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE

FILE NUMBER: 000-160

Entity or Individual Name (A)	Total Account Payable (B)	90-180 Days Past Due (C)	180+ Days Past Due (D)	Liquidated Account Payable (E)
Total for all itemized accounts payable	$0	$0	$0	$0
Total from all other accounts payable	$955,425	$0	$0	$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D))	$955,425	$0	$0	$0

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 9 - LOANS PAYABLE

FILE NUMBER: 000-160

Source of Loans Payable at Any Time During the Reporting Period (A)	Loans Owed at Start of Period (B)	Loans Obtained During Period (C)	Repayment During Period Cash (D)(1)	Repayment During Period Other Than Cash (D)(2)	Loans Owed at End of Period (E)
Total Loans Payable	$0	$0	$0	$0	$0
Totals will be automatically entered in...	Item 31 Column (C)	Item 44	Item 62	Item 69 with Explanation	Item 31 Column (D)

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 10 - OTHER LIABILITIES

FILE NUMBER: 000-160

Description (A)	Amount at End of Period (B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))	$8,739,953
Accrued Funeral Benefits for Life Members	$7,741,996
Payroll Withholdings	$206,207
Fair Share Escrow Liability	$25,401
Overpayment of Local Unions	$766,349

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS

FILE NUMBER: 000-160

(A)
Name

(B)
Title

(D)
Gross Salary
Disbursements
(before any
deductions)

(E)
Allowances
Disbursed

(F)
Disbursements for Official Business

(G)
Other
Disbursements not reported in
(D) through (F)

(H)
TOTAL

A
B
C

Barnes , Marcellus
International Vice Presid
C

$183,364

$1,100

$4,763

$189,227

Schedule 15
Representational Activities

22 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

8 %

Schedule 19
Administration

70 %

A
B
C

Borchardt , Janis M
International Vice Presid
C

$183,364

$1,200

$29,213

$213,777

Schedule 15
Representational Activities

14 %

Schedule 16
Political Activities and Lobbying

20 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

3 %

Schedule 19
Administration

63 %

A
B
C

Bowen , Paul D
International Vice Presid
P

$136,844

$1,200

$4,365

$142,409

Schedule 15
Representational Activities

18 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

11 %

Schedule 19
Administration

71 %

A
B
C

Callahan , John
International Vice Presid
C

$145,188

$1,189

$34,123

$180,500

Schedule 15
Representational Activities

49 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

49 %

A
B
C

Costa , John A
International President
C

$282,815

$1,400

$57,604

$341,819

Schedule 15
Representational Activities

21 %

Schedule 16
Political Activities and Lobbying

21 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

56 %

A
B
C

Cruz , Natalie
International Vice Presid
C

$183,364

$1,200

$32,790

$217,354

Schedule 15
Representational Activities

54 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

44 %

A
B
C

Garland , Anthony
International Vice Presid
C

$173,364

$1,200

$28,018

$202,582

Schedule 15
Representational Activities

30 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

70 %

A
B
C

Greaves , Raymond W
International Vice Presid
C

$173,364

$1,400

$53,145

$227,909

Schedule 15
Representational Activities

44 %

Schedule 16
Political Activities and Lobbying

13 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

8 %

Schedule 19
Administration

35 %

A
B
C

Hamilton , Bruce E
International Vice Presid
C

$183,364

$1,200

$6,151

$190,715

Schedule 15
Representational Activities

19 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

11 %

Schedule 19
Administration

70 %

A
B
C

Howard , Curtis
International Vice Presid
C

$183,364

$1,100

$64,323

$248,787

Schedule 15
Representational Activities

64 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

31 %

A
B
C

Johnson Sr , Gary R
International Vice Presid
C

$183,364

$1,200

$17,228

$201,792

Schedule 15
Representational Activities

68 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

18 %

Schedule 19
Administration

14 %

A
B
C

Kirk , Kenneth R
International Secretary-T
C

$251,388

$1,400

$18,400

$3,883

$275,071

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

25 %

Schedule 19
Administration

75 %

A
B
C

Lindsay, III , James B
International Vice Presid
C

$173,364

$1,200

$76,459

$251,023

Schedule 15
Representational Activities

88 %

Schedule 16
Political Activities and Lobbying

4 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

7 %

Schedule 19
Administration

1 %

A
B
C

MacDougall , Stephan
International Vice Presid
C

$173,364

$1,400

$42,898

$217,662

Schedule 15
Representational Activities

67 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

33 %

A
B
C

Murphy , Richard M
International Vice Presid
C

$183,364

$1,200

$49,300

$233,864

Schedule 15
Representational Activities

94 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

4 %

Schedule 19
Administration

2 %

A
B
C

Perez , Javier M
International Executive V
C

$251,388

$1,200

$13,845

$9,201

$275,634

Schedule 15
Representational Activities

12 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

3 %

Schedule 19
Administration

85 %

A
B
C

Sawyer-Malone , Amanda N
International Vice Presid
N

$56,151

$9,430

$65,581

Schedule 15
Representational Activities

30 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

20 %

Schedule 19
Administration

50 %

A
B
C

Sforza , Emanuele
International Vice Presid
C

$145,188

$1,189

$38,231

$184,608

Schedule 15
Representational Activities

59 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

7 %

Schedule 19
Administration

34 %

A
B
C

Sommers , Michelle R
International Vice Presid
C

$183,364

$1,200

$86,575

$271,139

Schedule 15
Representational Activities

26 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

64 %

A
B
C

Trujillo , Yvette
International Vice Presid
C

$183,364

$1,200

$34,984

$219,548

Schedule 15
Representational Activities

82 %

Schedule 16
Political Activities and Lobbying

6 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

7 %

Schedule 19
Administration

5 %

A
B
C

Watson , Charles
International Vice Presid
C

$183,364

$1,200

$27,425

$211,989

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

42 %

Schedule 19
Administration

48 %

A
B
C

West , Robin G
International Vice Presid
P

$95,805

$493

$8,687

$104,985

Schedule 15
Representational Activities

75 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

23 %

A
B
C

Wilson , Kenneth
International Vice Presid
N

$41,287

$696

$14,022

$56,005

Schedule 15
Representational Activities

35 %

Schedule 16
Political Activities and Lobbying

16 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

49 %

Total Officer Disbursements	$3,933,150	$25,767	$751,979	$13,084	$4,723,980
Less Deductions					$1,445,673
Net Disbursements					$3,278,307

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES

FILE NUMBER: 000-160

(A)
Name

(B)
Title

(D)
Gross Salary
Disbursements
(before any
deductions)

(E)
Allowances Disbursed

(F)
Disbursements for Official Business

(G)
Other Disbursements not reported in
(D) through (F)

(H)
TOTAL

A
B
C

Adams , Kristi
Executive Assistant
NONE

$98,789

$45

$98,834

Schedule 15
Representational Activities

43 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

56 %

A
B
C

Anaman , James K
IT Systems Engineer
NONE

$108,705

$3,432

$112,137

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

100 %

Schedule 19
Administration

0 %

A
B
C

Andrews , Katherine
Associate General Counsel
NONE

$111,271

$792

$112,063

Schedule 15
Representational Activities

88 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

2 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

5 %

A
B
C

Andrews , Rajita M
Human Resources/Operation
NONE

$122,052

$1,691

$123,743

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

100 %

Schedule 19
Administration

0 %

A
B
C

Antonellis , Dennis
International Representat
NONE

$127,695

$50,708

$178,403

Schedule 15
Representational Activities

57 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

32 %

A
B
C

Aragon , Jose M
Senior Organizer
NONE

$84,892

$17,660

$102,552

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Asher , Danjuma
IT Support Specialist
NONE

$57,238

$885

$58,123

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

100 %

Schedule 19
Administration

0 %

A
B
C

Bangs , Christopher
Associate General Counsel
NONE

$119,904

$7,098

$127,002

Schedule 15
Representational Activities

91 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

3 %

Schedule 19
Administration

6 %

A
B
C

Bateman , Russell
Education Training Admi
NONE

$87,786

$4,156

$91,942

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

6 %

Schedule 19
Administration

13 %

A
B
C

Brogan , Todd B
Director of Field Mobiliz
NONE

$131,862

$4,539

$136,401

Schedule 15
Representational Activities

93 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

7 %

Schedule 19
Administration

0 %

A
B
C

Chu , Jessica
Chief of Staff and Specia
NONE

$176,509

$4,804

$181,313

Schedule 15
Representational Activities

27 %

Schedule 16
Political Activities and Lobbying

4 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

39 %

Schedule 19
Administration

30 %

A
B
C

Cleveland , Emma M
State and Local Political
NONE

$47,500

$7,618

$55,118

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

81 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

16 %

Schedule 19
Administration

3 %

A
B
C

Cornelius , Michael
International Representat
NONE

$127,695

$33,756

$161,451

Schedule 15
Representational Activities

50 %

Schedule 16
Political Activities and Lobbying

11 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

22 %

Schedule 19
Administration

17 %

A
B
C

Cowan , Alexis
Senior Accountant
NONE

$92,111

$48

$92,159

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

100 %

Schedule 19
Administration

0 %

A
B
C

DiNino , John
ATU Canada - President
NONE

$121,783

$307

$122,090

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Ertl , John
Collective Bargaining Adm
NONE

$100,510

$2,188

$102,698

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Evans , Tina
Registry/Support Service
NONE

$70,689

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

100 %

Schedule 19
Administration

0 %

A
B
C

Evans , Yvette
Advanced Legal Secretary
NONE

$74,919

Schedule 15
Representational Activities

88 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

2 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

5 %

A
B
C

Fitzgerald , Paul
Deputy Director of New Me
NONE

$119,117

$19,897

$139,014

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

100 %

Schedule 19
Administration

0 %

A
B
C

Gena , Andrew
Director of Research
NONE

$121,443

$1,667

$123,110

Schedule 15
Representational Activities

90 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

0 %

A
B
C

Gibson , Jamaine
Workforce Development
NONE

$77,298

$33,883

$111,181

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Goldsworthy , Mary
Executive Assistant to th
NONE

$145,798

$27,208

$173,006

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

100 %

Schedule 19
Administration

0 %

A
B
C

Haggard , Michael J
Senior Organizer
NONE

$84,838

$39,161

$123,999

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Harms , Michael
International Representat
NONE

$117,695

$44,013

$161,708

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Heller , David I
Field Organizer
NONE

$90,186

$10,434

$100,620

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Hess , Sarah L
Paralegal
NONE

$51,131

Schedule 15
Representational Activities

43 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

11 %

Schedule 18
General Overhead

41 %

Schedule 19
Administration

5 %

A
B
C

Holland , Tracy
Bookkeeper, Local 2
NONE

$91,737

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

100 %

Schedule 19
Administration

0 %

A
B
C

Home , Delbert T
Auditor
NONE

$31,356

$1,213

$32,569

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

86 %

Schedule 19
Administration

14 %

A
B
C

Jackson , RiChard
Senior Organizer
NONE

$83,029

$29,645

$112,674

Schedule 15
Representational Activities

88 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

12 %

Schedule 19
Administration

0 %

A
B
C

Karr , Laura P
Associate General Counsel
NONE

$131,862

$1,561

$133,423

Schedule 15
Representational Activities

24 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

76 %

A
B
C

Kerchner , Erica L
Administrative Clerk
NONE

$11,250

$31

$11,281

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

100 %

Schedule 19
Administration

0 %

A
B
C

Lyons , John L
Director of JICs Collec
NONE

$139,574

$2,480

$142,054

Schedule 15
Representational Activities

98 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

2 %

A
B
C

Maceda-Maciel , Sarah
Organizer
NONE

$64,113

$1,424

$65,537

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Maceo , Nneka N
Associate General Counsel
NONE

$86,431

$2,559

$88,990

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

McCall-Delgado , Michael A
Senior Strategic Research
NONE

$81,201

$1,031

$82,232

Schedule 15
Representational Activities

51 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

49 %

Schedule 19
Administration

0 %

A
B
C

Morrobel , Nicolas
Shipping Receiving Coor
NONE

$20,758

$474

$21,232

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

100 %

Schedule 19
Administration

0 %

A
B
C

Otzel , Richard
Associate General Counsel
NONE

$133,320

$386

$133,706

Schedule 15
Representational Activities

11 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

84 %

A
B
C

Panos , Justin
Senior Organizer
NONE

$83,765

$4,873

$88,638

Schedule 15
Representational Activities

93 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

7 %

Schedule 19
Administration

0 %

A
B
C

Price , Doreen
Administrative Assistant
NONE

$90,350

$2,988

$93,338

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

25 %

Schedule 19
Administration

75 %

A
B
C

Rettig , Melissa E
Paralegal
NONE

$67,847

$15

$67,862

Schedule 15
Representational Activities

69 %

Schedule 16
Political Activities and Lobbying

9 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

22 %

A
B
C

Reza , Margaret
Registry/Support Service
NONE

$75,256

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

100 %

Schedule 19
Administration

0 %

A
B
C

Roscow , David
Assistant to the IP for C
NONE

$163,808

$28,759

$192,567

Schedule 15
Representational Activities

36 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

64 %

Schedule 19
Administration

0 %

A
B
C

Rosenberg , Jeffrey
Director of Government Af
NONE

$184,314

$14,109

$198,423

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

100 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Rosenstein-Hopki , James
Organizer
NONE

$69,288

$16,437

$85,725

Schedule 15
Representational Activities

81 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

9 %

A
B
C

Rubain , Sesil
International Representat
NONE

$28,721

$702

$29,423

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Saez , Sarah
Communications Specialist
NONE

$96,490

$26,860

$123,350

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Salzman , Janet A
Administrative Assistant
NONE

$101,418

$15

$101,433

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

100 %

Schedule 19
Administration

0 %

A
B
C

Simakova , Anna
COPE Administrator
NONE

$88,504

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

100 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Smalls , Stanley
Organizer
NONE

$87,404

$27,361

$114,765

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Smith , Daniel
Assistant General Counsel
NONE

$195,425

$4,486

$199,911

Schedule 15
Representational Activities

43 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

14 %

Schedule 19
Administration

41 %

A
B
C

Smith , Melvin D
Administrative Assistant
NONE

$101,418

$39

$101,457

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

Stasek , Nicole A
Organizer
NONE

$57,857

$19,891

$77,748

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Teitel , Darrah
Organizer
NONE

$44,958

$6,740

$51,698

Schedule 15
Representational Activities

89 %

Schedule 16
Political Activities and Lobbying

6 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

0 %

A
B
C

Thompson , Shelley
Assistant Controller
NONE

$81,613

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

100 %

Schedule 19
Administration

0 %

A
B
C

Townsend , Christopher W
Director of New Organizin
NONE

$89,131

$960

$90,091

Schedule 15
Representational Activities

100 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

0 %

A
B
C

Tufano , Alyssa
Strategic Researcher
NONE

$68,988

$874

$69,862

Schedule 15
Representational Activities

85 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

15 %

A
B
C

Virgil , Juanita
Accounts Payable/Payroll
NONE

$81,961

$606

$82,567

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

100 %

Schedule 19
Administration

0 %

A
B
C

Warner , Kayla C
Administrative Assistant
NONE

$80,564

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

100 %

Schedule 19
Administration

0 %

A
B
C

Williams , Marilyn
International Representat
NONE

$127,695

$50,096

$177,791

Schedule 15
Representational Activities

94 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

6 %

A
B
C

Yousefi , Salma
Controller
NONE

$144,608

$776

$145,384

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

76 %

Schedule 19
Administration

24 %

TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS

$26,452

$170

$26,622

Schedule 15
Representational Activities

20 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

80 %

Schedule 19
Administration

0 %

Total Employee Disbursements	$5,781,882	$0	$563,551	$0	$6,345,433
Less Deductions					$1,598,482
Net Disbursements					$4,746,951

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 13 - MEMBERSHIP STATUS

FILE NUMBER: 000-160

Category of Membership (A)	Number (B)	Voting Eligibility (C)
Members (Total of all lines above)	190,378
Agency Fee Payers*	0
Total Members/Fee Payers	190,378
*Agency Fee Payers are not considered members of the labor organization.
Active Members	143,941	Yes
Pension Members	45,592	Yes
Members at Large Active	35	No
Members at Large Pension	810	No

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19

FILE NUMBER: 000-160

SCHEDULE 14 OTHER RECEIPTS
1. Named Payer Itemized Receipts	$367,386
2. Named Payer Non-itemized Receipts	$52,022
3. All Other Receipts	$111,129
4. Total Receipts	$530,537

SCHEDULE 17 CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements	$143,069
2. Named Payee Non-itemized Disbursements	$21,507
3. To Officers	$0
4. To Employees	$9,363
5. All Other Disbursements	$15,370
6. Total Disbursements	$189,309

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$1,258,556
2. Named Payee Non-itemized Disbursements	$620,106
3. To Officers	$1,986,825
4. To Employees	$2,909,103
5. All Other Disbursements	$136,092
6. Total Disbursements	$6,910,682

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$1,428,327
2. Named Payee Non-itemized Disbursements	$644,823
3. To Officers	$360,440
4. To Employees	$1,912,598
5. All Other Disbursements	$107,267
6. Total Disbursements	$4,453,455

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements	$1,585,973
2. Named Payee Non-itemized Disbursements	$136,141
3. To Officers	$219,503
4. To Employees	$382,058
5. All Other Disbursements	$114,222
6. Total Disbursements	$2,437,897

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$1,717,046
2. Named Payee Non-itemized Disbursements	$124,863
3. To Officers	$2,157,215
4. To Employees	$1,132,316
5. All Other Disbursements	$52,294
6. Total Disbursements	$5,183,734

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 000-160

Name and Address
(A)

AFL-CIO

815 SIXTEENTH STREET NW
WASHINGTON
DC
20903

Type or Classification
(B)

LABOR UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$60,153
Total Non-Itemized Transactions with this Payee/Payer		$43,508
Total of All Transactions with this Payee/Payer for This Schedule		$103,661
ROYALTY PAYMENTS	04/30/2022	$9,663
ROYALTY PAYMENTS	02/28/2022	$8,156
ROYALTY PAYMENTS	12/31/2021	$8,717
ROYALTY PAYMENTS	11/30/2021	$5,173
ROYALTY PAYMENTS	10/31/2021	$5,362
ROYALTY PAYMENTS	09/30/2021	$5,372
ROYALTY PAYMENTS	08/31/2021	$5,253
ROYALTY PAYMENTS	07/31/2021	$5,325
ROYALTY PAYMENTS	07/31/2021	$7,132

Name and Address
(A)

ATU Local 1374, CALGARY, AB

CALGARY
00

Type or Classification
(B)

ATU LOCAL UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$19,676
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$19,676
DISBANDMENT	07/31/2021	$19,676

Name and Address
(A)

EBERTS HARRISON

5409 Brookland Road
MOUNT AIRY
MD
21771

Type or Classification
(B)

INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,682
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,682
INSURANCE	05/31/2022	$5,682

Name and Address
(A)

OPTUM

11000 OPTUM CIRCLE
EDEN PRAIRIE
MN
55344

Type or Classification
(B)

HEALTH INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$26,291
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$26,291
STOP LOSS RECEIPT	03/15/2022	$26,291

Name and Address
(A)

PART D ADVISORS

LIVONIA
MI
48152

Type or Classification
(B)

ADVISORS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$114,339
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$114,339
RETIREE DRUG SUBSIDY	04/01/2022	$45,977
RETIREE DRUG SUBSIDY	07/23/2021	$12,761
RETIREE DRUG SUBSIDY	07/23/2021	$15,153
RETIREE DRUG SUBSIDY	07/23/2021	$40,448

Name and Address
(A)

SUN LIFE

WELLESLEY HILLS
MA
02481

Type or Classification
(B)

HEALTH INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$116,581
Total Non-Itemized Transactions with this Payee/Payer		$5,985
Total of All Transactions with this Payee/Payer for This Schedule		$122,566
STOP LOSS RECEIPT	06/17/2022	$16,827
STOP LOSS RECEIPT	05/09/2022	$28,337
STOP LOSS RECEIPT	05/09/2022	$16,359
STOP LOSS RECEIPT	03/31/2022	$15,822
STOP LOSS RECEIPT	03/29/2022	$22,522
STOP LOSS RECEIPT	03/16/2022	$16,714

Name and Address
(A)

UNION PRIVILEGE (AFL-CIO SUB)

WASHINGTON
DC
20903

Type or Classification
(B)

AFFILIATE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$24,664
Total Non-Itemized Transactions with this Payee/Payer		$2,529
Total of All Transactions with this Payee/Payer for This Schedule		$27,193
ROYALTY PAYMENTS	03/31/2022	$17,192
ROYALTY PAYMENTS	10/31/2021	$7,472

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES

FILE NUMBER: 000-160

Name and Address
(A)

AMERICAN AIRLINES

FORTH WORTH
TX
75261

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$38,110
Total of All Transactions with this Payee/Payer for This Schedule		$38,110

Name and Address
(A)

ANDREW FALOTICO

DOWNSVIEW
00

Type or Classification
(B)

HEALTH SAFETY CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$13,496
Total of All Transactions with this Payee/Payer for This Schedule		$13,496

Name and Address
(A)

APMEX INC

OKLAHOMA CITY
OK
73102

Type or Classification
(B)

SUPPLIES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,629
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$8,629
ATU GOLD COINS	05/04/2022	$8,629

Name and Address
(A)

ATU LU 1039, LANSING, MI

LANSING
MI
48821

Type or Classification
(B)

ATU LOCAL UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
FACT FINDING	11/17/2021	$5,000

Name and Address
(A)

ATU LU 1091, AUSTIN, TX

AUSTIN
TX
78702

Type or Classification
(B)

ATU LOCAL UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$75,254
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$75,254
LOST TIME PAYMENT	04/27/2022	$36,149
LOST TIME PAYMENT	11/10/2021	$15,642
LOST TIME PAYMENT	08/19/2021	$23,463

Name and Address
(A)

ATU LU 1342, BUFFALO, NY

BUFFALO
NY
14202

Type or Classification
(B)

ATU LOCAL UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$41,373
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$41,373
INTEREST ARBITRATION	02/25/2022	$41,373

Name and Address
(A)

ATU LU 1596, ORLANDO, FL

ORLANDO
FL
32801

Type or Classification
(B)

ATU LOCAL UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$28,013
Total Non-Itemized Transactions with this Payee/Payer		$4,478
Total of All Transactions with this Payee/Payer for This Schedule		$32,491
LOST TIME PAYMENT	03/11/2022	$17,582
LOST TIME PAYMENT	01/06/2022	$10,431

Name and Address
(A)

ATU LU 265, SAN JOSE, CA

SAN JOSE
CA
95122

Type or Classification
(B)

ATU LOCAL UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$16,337
Total Non-Itemized Transactions with this Payee/Payer		$56,457
Total of All Transactions with this Payee/Payer for This Schedule		$72,794
LOST TIME PAYMENT	10/06/2021	$7,029
LOST TIME PAYMENT	10/06/2021	$9,308

Name and Address
(A)

ATU LU 627, CINCINNATI, OH

CINCINNATI
OH
45202

Type or Classification
(B)

ATU LOCAL UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$13,191
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$13,191
FACT FINDING	03/29/2022	$13,191

Name and Address
(A)

ATU LU 770 MOBILE, AL

MOBILE
AL
36610

Type or Classification
(B)

ATU LOCAL UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,207
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$6,207
INTEREST ARBITRATION	11/16/2021	$6,207

Name and Address
(A)

BREDHOFF KAISER

WASHINGTON
DC
20005

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$158,784
Total Non-Itemized Transactions with this Payee/Payer		$21,528
Total of All Transactions with this Payee/Payer for This Schedule		$180,312
LEGAL FEES - TRUSTEESHIP LAWSUIT	06/28/2022	$18,631
LEGAL FEES - TRUSTEESHIP LAWSUIT	05/05/2022	$11,591
LEGAL FEES - SECTION 13C PROTECTIONS	04/08/2022	$7,350
LEGAL FEES - SECTION 13C PROTECTIONS	03/17/2022	$15,262
LEGAL FEES - SECTION 13C PROTECTIONS	01/25/2022	$26,475
LEGAL FEES - SECTION 13C PROTECTIONS	12/16/2021	$29,100
LEGAL FEES - SECTION 13C PROTECTIONS	12/01/2021	$24,638
LEGAL FEES - TRUSTEESHIP LAWSUIT	09/15/2021	$7,962
LEGAL FEES - TRUSTEESHIP LAWSUIT	08/26/2021	$17,775

Name and Address
(A)

BRENDA MOORE

AUSTIN
TX
78712

Type or Classification
(B)

ORGANIZING CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$47,550
Total of All Transactions with this Payee/Payer for This Schedule		$47,550

Name and Address
(A)

CANADA POST CORPORATION

REXDALE ON
00

Type or Classification
(B)

POSTAGE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$101,169
Total Non-Itemized Transactions with this Payee/Payer		$56
Total of All Transactions with this Payee/Payer for This Schedule		$101,225
IN TRANSIT POSTAGE	06/17/2022	$20,128
IN TRANSIT POSTAGE	03/18/2022	$20,258
IN TRANSIT POSTAGE	02/18/2022	$20,259
IN TRANSIT POSTAGE	01/11/2022	$19,426
IN TRANSIT POSTAGE	10/06/2021	$21,098

Name and Address
(A)

CHRISTOPHER W TOWNSEND

ALEXANDRIA
VA
22310

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$30,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$30,000
LOCAL UNION CONSULTANT	04/27/2022	$10,000
LOCAL UNION CONSULTANT	03/30/2022	$10,000
LOCAL UNION CONSULTANT	03/30/2022	$10,000

Name and Address
(A)

DAVID G ALEXANDER

2013 SE YUKON ST
PORTLAND
OR
97202

Type or Classification
(B)

INSTRUCTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,000
Total of All Transactions with this Payee/Payer for This Schedule		$6,000

Name and Address
(A)

DEBRA OSOFSKY

MILLBURN
NJ
07041

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$15,000
Total of All Transactions with this Payee/Payer for This Schedule		$15,000

Name and Address
(A)

DELTA AIR LINES
PO BOX 894139

ATLANTA
GA
30354

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$88,584
Total of All Transactions with this Payee/Payer for This Schedule		$88,584

Name and Address
(A)

DESPRES, SCHWARTZ GEOGHEGAN, LTD

3033 WEST LITCHFIELD PLACE
CHICAGO
IL
60202

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$65,559
Total Non-Itemized Transactions with this Payee/Payer		$3,200
Total of All Transactions with this Payee/Payer for This Schedule		$68,759
LEGAL FEES - PROTECT MEMBERS 1ST AMENDMENT	04/27/2022	$12,338
LEGAL FEES - PROTECT MEMBERS 1ST AMENDMENT	01/27/2022	$30,632
LEGAL FEES - PROTECT MEMBERS 1ST AMENDMENT	08/26/2021	$22,589

Name and Address
(A)

DOUBLETREE HOTEL SPOKANE

SPOKANE
WA
99201

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,975
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$8,975
HOTEL CONFERENCE EXPENSE	07/20/2021	$8,975

Name and Address
(A)

DOYLE PRINTING OFFSET CO., INC

2129 FLORIDA AVE NW
HYATTSVILLE
MD
20781

Type or Classification
(B)

PRINTER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,486
Total Non-Itemized Transactions with this Payee/Payer		$3,037
Total of All Transactions with this Payee/Payer for This Schedule		$8,523
OFFICE SUPPLIES	03/11/2022	$5,486

Name and Address
(A)

EMBASSY SUITES - TAMPA, FL

TAMPA
FL
33602

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$30,444
Total of All Transactions with this Payee/Payer for This Schedule		$30,444

Name and Address
(A)

GLADSTEIN REIF MEGINNISS LLP

515 KING STREET STE 300
WASHINGTON
DC
10006

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,666
Total of All Transactions with this Payee/Payer for This Schedule		$7,666

Name and Address
(A)

HOMEWOOD SUITES PENSACOLA, FL

PENSACOLA
FL
32504

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$10,351
Total of All Transactions with this Payee/Payer for This Schedule		$10,351

Name and Address
(A)

ISMAEL RIVERA

12504 HYANIS COURT
ORLANDO
FL
32789

Type or Classification
(B)

ORGANIZING CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$29,965
Total of All Transactions with this Payee/Payer for This Schedule		$29,965

Name and Address
(A)

JOSEPH A. TWAROG

8201 MADRID CIRCLE
WASHINGTON
DC
20011

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$16,300
Total of All Transactions with this Payee/Payer for This Schedule		$16,300

Name and Address
(A)

K R INDUSTRIES

CHANTILLY
VA
20153

Type or Classification
(B)

SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$92,992
Total Non-Itemized Transactions with this Payee/Payer		$7,642
Total of All Transactions with this Payee/Payer for This Schedule		$100,634
ATU T-SHIRTS	06/10/2022	$16,543
ATU T-SHIRTS	05/06/2022	$14,059
ATU PINS	01/14/2022	$22,407
ATU ARM BANDS	08/10/2021	$12,169
ATU T-SHIRTS	07/07/2021	$21,763
ATU ARM BANDS	07/07/2021	$6,051

Name and Address
(A)

MELTWATER NEWS US INC

PASADENA
CA
91185-3721

Type or Classification
(B)

MEDIA MONITORING

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,500
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$6,500
SUBSCRIPTION	10/13/2021	$6,500

Name and Address
(A)

MICROSEARCH CORPORATION

GLOUCESTER
MA
01930-3649

Type or Classification
(B)

DATA STORAGE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,400
Total Non-Itemized Transactions with this Payee/Payer		$6,000
Total of All Transactions with this Payee/Payer for This Schedule		$18,400
DATABASE MANAGEMENT	05/13/2022	$5,300
DATABASE MANAGEMENT	09/15/2021	$7,100

Name and Address
(A)

NEOPOST

MILFORD
CT
06461

Type or Classification
(B)

MAIL EQUIPMNT SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$50,610
Total Non-Itemized Transactions with this Payee/Payer		$4,552
Total of All Transactions with this Payee/Payer for This Schedule		$55,162
POSTAGE	06/15/2022	$5,422
POSTAGE	05/09/2022	$5,377
POSTAGE	03/18/2022	$7,149
POSTAGE	02/08/2022	$5,633
POSTAGE	01/14/2022	$7,034
POSTAGE	12/01/2021	$5,326
POSTAGE	10/18/2021	$8,502
POSTAGE	07/16/2021	$6,167

Name and Address
(A)

NEYHART,ANDERSON,FLYNN GROSBOLL
P.O. BOX 220690

SAN FRANCISCO
CA
94104-3323

Type or Classification
(B)

LEGAL FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,022
Total Non-Itemized Transactions with this Payee/Payer		$8,832
Total of All Transactions with this Payee/Payer for This Schedule		$13,854
LEGAL FEES - RESEARCH	02/10/2022	$5,022

Name and Address
(A)

PAUL BOWEN

CANTON
MI

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$57,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$57,000
LOCAL UNION CONSULTANT	06/30/2022	$9,500
LOCAL UNION CONSULTANT	06/17/2022	$9,500
LOCAL UNION CONSULTANT	06/03/2022	$9,500
LOCAL UNION CONSULTANT	05/20/2022	$9,500
LOCAL UNION CONSULTANT	05/06/2022	$9,500
LOCAL UNION CONSULTANT	04/29/2022	$9,500

Name and Address
(A)

POLITICO, LLC

BOSTON
MA
02241-9342

Type or Classification
(B)

PUBLISHER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,268
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$8,268
SUBSCRIPTION	12/17/2021	$8,268

Name and Address
(A)

POSTMASTER OF LANCASTER, PA

LANCASTER
PA
17604-9654

Type or Classification
(B)

POSTAGE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$77,695
Total Non-Itemized Transactions with this Payee/Payer		$4,400
Total of All Transactions with this Payee/Payer for This Schedule		$82,095
IN TRANSIT POSTAGE	06/10/2022	$15,400
IN TRANSIT POSTAGE	05/10/2022	$15,933
IN TRANSIT POSTAGE	02/11/2022	$15,919
IN TRANSIT POSTAGE	11/18/2021	$16,023
IN TRANSIT POSTAGE	07/29/2021	$14,420

Name and Address
(A)

RELX INC. DBA LEXISNEXIS

NEW YORK
NY
10087-4584

Type or Classification
(B)

ONLINE RESEARCH

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$18,546
Total of All Transactions with this Payee/Payer for This Schedule		$18,546

Name and Address
(A)

ROBEIN, URANN, SPENCER, PICARD CANGEMI

METAIRIE
LA
70002

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$19,457
Total of All Transactions with this Payee/Payer for This Schedule		$19,457

Name and Address
(A)

RR DONNELLEY

LAUREL
MD
20708

Type or Classification
(B)

PRINTER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$222,913
Total Non-Itemized Transactions with this Payee/Payer		$5,798
Total of All Transactions with this Payee/Payer for This Schedule		$228,711
IN TRANSIT PRODUCTION	04/29/2022	$53,005
IN TRANSIT PRODUCTION	02/04/2022	$56,739
IN TRANSIT PRODUCTION	02/04/2022	$55,551
IN TRANSIT PRODUCTION	01/20/2022	$9,263
IN TRANSIT PRODUCTION	11/17/2021	$48,355

Name and Address
(A)

SCHONEKAS, EVANS, MCGOEY MCEACHIN, LLC

NEW ORLEANS
LA
70012

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer		$10,124
Total of All Transactions with this Payee/Payer for This Schedule		$15,124
LEGAL RETAINER	11/16/2021	$5,000

Name and Address
(A)

SHERLOCK CONSULTING, LLC

SILVER SPRING
MD
20903

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$112,500
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$112,500
HEALTH AND SAFETY CONSULTANT FEES/EXPENSES	04/14/2022	$11,250
HEALTH AND SAFETY CONSULTANT FEES/EXPENSES	03/04/2022	$11,250
HEALTH AND SAFETY CONSULTANT FEES/EXPENSES	03/04/2022	$11,250
HEALTH AND SAFETY CONSULTANT FEES/EXPENSES	03/04/2022	$11,250
HEALTH AND SAFETY CONSULTANT FEES/EXPENSES	11/19/2021	$11,250
HEALTH AND SAFETY CONSULTANT FEES/EXPENSES	10/29/2021	$11,250
HEALTH AND SAFETY CONSULTANT FEES/EXPENSES	10/22/2021	$11,250
HEALTH AND SAFETY CONSULTANT FEES/EXPENSES	10/22/2021	$11,250
HEALTH AND SAFETY CONSULTANT FEES/EXPENSES	09/03/2021	$11,250
HEALTH AND SAFETY CONSULTANT FEES/EXPENSES	07/07/2021	$11,250

Name and Address
(A)

SLEVIN HART, P.C.

WASHINGTON
DC
20036

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,726
Total of All Transactions with this Payee/Payer for This Schedule		$7,726

Name and Address
(A)

SOUTHWEST AIRLINES
PO BOX 36647

DALLAS
TX
75235

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$47,217
Total of All Transactions with this Payee/Payer for This Schedule		$47,217

Name and Address
(A)

TELEPHONE TOWN HALL MEETING, INC.

GOLDEN
CO
80401

Type or Classification
(B)

TELECOMMUNICATIONS SERVICE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$21,215
Total of All Transactions with this Payee/Payer for This Schedule		$21,215

Name and Address
(A)

THE BUREAU OF NATIONAL AFFAIRS, INC

BALTIMORE
MD
02241-9889

Type or Classification
(B)

PUBLISHER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$29,807
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$29,807
LEGAL PUBLICATION SUBSCRIPTION	09/07/2021	$29,807

Name and Address
(A)

THE LABOR BUREAU, INC.

1618 ELLINGTON ROAD, SE
ALEXANDRIA
VA
22314

Type or Classification
(B)

ONLINE RESEARCH

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,282
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$8,282
CONTRACT ANALYSIS	05/05/2022	$8,282

Name and Address
(A)

THOMSON REUTERS-WEST PUBLISHING CORP
P.O. BOX 6292

CAROL STREAM
IL
60197-6292

Type or Classification
(B)

ONLINE LEGAL SUBSCRIPTION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$38,742
Total of All Transactions with this Payee/Payer for This Schedule		$38,742

Name and Address
(A)

TRISTER, ROSS, SCHADLER GOLD, PLLC

WASHINGTON
DC
20009

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$8,481
Total of All Transactions with this Payee/Payer for This Schedule		$8,481

Name and Address
(A)

UNITED AIRLINES

2 NORTH LASALLE STREET
CHICAGO
IL
60602

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,590
Total Non-Itemized Transactions with this Payee/Payer		$19,152
Total of All Transactions with this Payee/Payer for This Schedule		$24,742
AIRFARE	05/25/2022	$5,590

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING

FILE NUMBER 000-160

Name and Address
(A)

ABDELNASSER A RASHID

1950 ROLAND CLARKE PLACE
CHICAGO
IL
60458

Type or Classification
(B)

INFORMATION SYSTEMS CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$17,631
Total of All Transactions with this Payee/Payer for This Schedule		$17,631

Name and Address
(A)

AFL-CIO SECRETARY-TREASURER

WASHINGTON
DC
20006

Type or Classification
(B)

LABOR UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$13,819
Total of All Transactions with this Payee/Payer for This Schedule		$13,819

Name and Address
(A)

AMERICAN AIRLINES

FORTH WORTH
TX
75261

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$10,386
Total of All Transactions with this Payee/Payer for This Schedule		$10,386

Name and Address
(A)

ATU CANADA

1420 KING STREET SUITE 500
TORONTO ON
00

Type or Classification
(B)

AFFILIATE GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$34,632
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$34,632
POLITICAL EXPENSES	05/18/2022	$34,632

Name and Address
(A)

ATU LU 732, ATLANTA, GA

ATLANTA
GA
30309

Type or Classification
(B)

ATU LOCAL UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$18,320
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$18,320
ELECTION EXPENSES	12/17/2021	$18,320

Name and Address
(A)

BROADSTRIPES LLC

NEW HAVEN
CT
06515

Type or Classification
(B)

IT SERVICE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$10,000
IT SERVICES PROVIDER	12/16/2021	$10,000

Name and Address
(A)

CITIBANK

NEW YORK
NY
10013

Type or Classification
(B)

FINANCIAL INSTITUTION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$950,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$950,000
TRANSFER TO ATU FUND	06/29/2022	$250,000
TRANSFER TO ATU FUND	06/02/2022	$200,000
TRANSFER TO ATU FUND	05/05/2022	$50,000
TRANSFER TO ATU FUND	04/28/2022	$30,000
TRANSFER TO ATU FUND	04/27/2022	$70,000
TRANSFER TO ATU FUND	04/06/2022	$250,000
TRANSFER TO ATU FUND	08/12/2021	$75,000
TRANSFER TO ATU FUND	07/26/2021	$25,000

Name and Address
(A)

CLEM BALANOFF

907 W AINSLIE STREET
CHICAGO
IL
60640

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$110,000
Total Non-Itemized Transactions with this Payee/Payer		$21,033
Total of All Transactions with this Payee/Payer for This Schedule		$131,033
POLITICAL CONSULTING FEES/EXPENSES	05/27/2022	$10,000
POLITICAL CONSULTING FEES/EXPENSES	04/29/2022	$10,000
POLITICAL CONSULTING FEES/EXPENSES	04/29/2022	$10,000
POLITICAL CONSULTING FEES/EXPENSES	03/04/2022	$10,000
POLITICAL CONSULTING FEES/EXPENSES	01/28/2022	$10,000
POLITICAL CONSULTING FEES/EXPENSES	12/22/2021	$10,000
POLITICAL CONSULTING FEES/EXPENSES	12/03/2021	$10,000
POLITICAL CONSULTING FEES/EXPENSES	12/03/2021	$10,000
POLITICAL CONSULTING FEES/EXPENSES	10/19/2021	$7,500
POLITICAL CONSULTING FEES/EXPENSES	08/26/2021	$7,500
POLITICAL CONSULTING FEES/EXPENSES	08/26/2021	$7,500
POLITICAL CONSULTING FEES/EXPENSES	08/26/2021	$7,500

Name and Address
(A)

COMMUNITY LABOR UNITED

6 BEACON STREET SUITE 910
BOSTON
MA
02108

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
SPONSORSHIP CONTRIBUTION	06/09/2022	$5,000

Name and Address
(A)

DEMOCRATIC LEGISLATIVE CAMPAIGN COMMITTEE

WASHINGTON
DC
20005

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$50,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$50,000
POLITICAL CONTRIBUTION	05/12/2022	$50,000

Name and Address
(A)

ECONOMIC POLICY INSTITUTE

5409 BROOKLAND ROAD
WASHINGTON
DC
20005

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$25,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$25,000
SPONSORSHIP CONTRIBUTION	12/15/2021	$25,000

Name and Address
(A)

EF DESIGN GROUP, INC

4314 S FORRESTVILLE AVE #1
CHICAGO
IL
60653

Type or Classification
(B)

PRINTER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,381
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$15,381
ELECTION MAILING	06/23/2022	$15,381

Name and Address
(A)

EMBASSY SUITES PHOENIX, AZ

PHOENIZ
AZ
85012

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,353
Total Non-Itemized Transactions with this Payee/Payer		$2,318
Total of All Transactions with this Payee/Payer for This Schedule		$9,671
HOTEL CONFERENCE EXPENSE	03/22/2022	$7,353

Name and Address
(A)

EVANS KATZ LLC
P.O. BOX 780210
620 FREEDOM BUSINESS CENTER
WASHINGTON
DC
20033-0079

Type or Classification
(B)

GOVERNMENT REPORTING SVCS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$48,800
Total Non-Itemized Transactions with this Payee/Payer		$1,100
Total of All Transactions with this Payee/Payer for This Schedule		$49,900
POLITICAL REPORTING SERVICES	02/11/2022	$6,100
POLITICAL REPORTING SERVICES	01/28/2022	$6,100
POLITICAL REPORTING SERVICES	12/17/2021	$6,100
POLITICAL REPORTING SERVICES	11/09/2021	$6,100
POLITICAL REPORTING SERVICES	10/06/2021	$6,100
POLITICAL REPORTING SERVICES	09/09/2021	$6,100
POLITICAL REPORTING SERVICES	08/10/2021	$6,100
POLITICAL REPORTING SERVICES	07/07/2021	$6,100

Name and Address
(A)

EVERYACTION, INC.

515 KING STREET STE 300
CHICAGO
IL
15251-9264

Type or Classification
(B)

POLITICAL CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$14,310
Total Non-Itemized Transactions with this Payee/Payer		$2,385
Total of All Transactions with this Payee/Payer for This Schedule		$16,695
GOVERNMENT AFFAIRS CONSULTING RETAINER	11/09/2021	$7,155
GOVERNMENT AFFAIRS CONSULTING RETAINER	08/16/2021	$7,155

Name and Address
(A)

FLEMING'S SANTA CLARA, CA

SANTA CLARA
CA
95050

Type or Classification
(B)

RESTAURANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,657
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$6,657
HOTEL CONFERENCE EXPENSE	12/16/2021	$6,657

Name and Address
(A)

JOBS TO MOVE AMERICA

LOS ANGELES
CA
90013

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$25,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$25,000
POLITICAL CONTRIBUTION	10/14/2021	$25,000

Name and Address
(A)

KILLEEN PRINTING COMPANY, INC

537 EAST CARSON STREET
PITTSBURGH
PA
15203

Type or Classification
(B)

PRINTER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$11,351
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$11,351
POSTAGE	05/10/2022	$6,073
POSTAGE	05/09/2022	$5,278

Name and Address
(A)

MA NOT FOR SALE

BOSTON
MA
02108

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$100,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$100,000
POLITICAL CONTRIBUTION	05/09/2022	$100,000

Name and Address
(A)

MULTISTATE

ALEXANDRIA
VA
22314

Type or Classification
(B)

ONLINE RESEARCH

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$30,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$30,000
COPE LEGISLATIVE TRACKING SERVICE FEES	01/06/2022	$30,000

Name and Address
(A)

NEIGHBORS UNITED FOR TRANSPORTATION INDEPENDENCE

TOLEDO
OH
43620

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
ELECTION MAILING	08/03/2021	$5,000

Name and Address
(A)

NEW JERSEY STATE AFL-CIO

TRENTON
NJ
08605

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$20,000
Total Non-Itemized Transactions with this Payee/Payer		$1,500
Total of All Transactions with this Payee/Payer for This Schedule		$21,500
POLITICAL CONTRIBUTION	03/01/2022	$20,000

Name and Address
(A)

OFFICIAL OFFSET CORP.

AMITYVILLE
NY
11701

Type or Classification
(B)

PRINTER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,295
Total Non-Itemized Transactions with this Payee/Payer		$5,865
Total of All Transactions with this Payee/Payer for This Schedule		$16,160
PRINT POSTAGE NY MAILING	10/22/2021	$5,085
PRINT POSTAGE NY MAILING	10/15/2021	$5,210

Name and Address
(A)

POSTMASTER OF LANCASTER, PA

LANCASTER
PA
17604-9654

Type or Classification
(B)

POSTAGE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$37,083
Total Non-Itemized Transactions with this Payee/Payer		$2,100
Total of All Transactions with this Payee/Payer for This Schedule		$39,183
INTRANSIT DEP- QTRYLY MAILINGS	06/10/2022	$7,350
INTRNST 2QTR APR-JUN 2022	05/10/2022	$7,605
INTRANSIT 1QTR JAN-MAR 2022	02/11/2022	$7,598
INTRNST 3QTR JUL-SEPT 2021	11/18/2021	$7,648
INT 2ND QTR 2021 W/O LU691	07/29/2021	$6,882

Name and Address
(A)

PRAIRIE MEADOWS FB ALTOONA, IA

ALTOONA
IA
50009

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,703
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$6,703
HOTEL CONFERENCE EXPENSE	05/20/2022	$6,703

Name and Address
(A)

PUBLIC AFFAIRS SUPPORT SERVICES, INC.

RESTON
VA
20191

Type or Classification
(B)

POLITICAL CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$25,088
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$25,088
PUBLIC AFFAIRS SERVICES	06/09/2022	$10,067
PUBLIC AFFAIRS SERVICES	04/29/2022	$15,021

Name and Address
(A)

RIDERS ALLIANCE

NEW YORK
NY
10018

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$10,000
SPONSORSHIP CONTRIBUTION	06/28/2022	$5,000
SPONSORSHIP CONTRIBUTION	08/19/2021	$5,000

Name and Address
(A)

THE RICK SMITH SHOW, LLC
PO BOX 1026

CARLISLE
PA
17013

Type or Classification
(B)

TV SHOW

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$10,000
SPONSORSHIP CONTRIBUTION	03/25/2022	$10,000

Name and Address
(A)

UNITED AIRLINES

2 NORTH LASALLE STREET
CHICAGO
IL
60602

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$36,004
Total of All Transactions with this Payee/Payer for This Schedule		$36,004

Name and Address
(A)

VIRGINIA R DIAMOND
PO BOX 4059

ARLINGTON
VA
22206

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$22,000
Total of All Transactions with this Payee/Payer for This Schedule		$22,000

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 000-160

Name and Address
(A)

726 FAMILY FUND

STATEN ISLAND
NY
10308

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer		$1,500
Total of All Transactions with this Payee/Payer for This Schedule		$6,500
CHARITABLE CONTRIBUTION	03/01/2022	$5,000

Name and Address
(A)

A. PHILIP RANDOLPH INSTITUTE

WASHINGTON
DC
20006

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
CHARITABLE CONTRIBUTION	02/09/2022	$5,000

Name and Address
(A)

AFL-CIO SECRETARY-TREASURER

WASHINGTON
DC
20006

Type or Classification
(B)

LABOR UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$9,126
Total of All Transactions with this Payee/Payer for This Schedule		$9,126

Name and Address
(A)

AFSCME LOCAL 397 STRIKE FUND

PHILADELPHIA
PA
19103

Type or Classification
(B)

UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
STRIKE CONTRIBUTION	06/28/2022	$5,000

Name and Address
(A)

CBTU

WASHINGTON
DC
20035

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer		$500
Total of All Transactions with this Payee/Payer for This Schedule		$5,500
SPONSORSHIP CONTRIBUTION	02/02/2022	$5,000

Name and Address
(A)

DARTMOUTH COLLEGE

HANOVER
NH
03755

Type or Classification
(B)

UNIVERSITY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$8,000
SCHOLARSHIP PAYMENT	01/27/2022	$8,000

Name and Address
(A)

EMORY UNIVERSITY

ATLANTA
GA
30322

Type or Classification
(B)

UNIVERSITY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$8,000
SCHOLARSHIP PAYMENT	01/27/2022	$8,000

Name and Address
(A)

INTERNATIONAL TRADE UNION CONFEDERATION

BRUSSELS
00

Type or Classification
(B)

LABOR UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$25,026
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$25,026
SUPPORT FOR UKRAINE	04/18/2022	$25,026

Name and Address
(A)

LCLAA

WASHINGTON
DC
20006

Type or Classification
(B)

ADVOCACY GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$10,000
SPONSORSHIP CONTRIBUTION	06/28/2022	$5,000
SPONSORSHIP CONTRIBUTION	07/01/2021	$5,000

Name and Address
(A)

MONMOUTH UNIVERSITY

WEST LONG BRANCH
NJ
07764

Type or Classification
(B)

UNIVERSITY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$8,000
SCHOLARSHIP PAYMENT	01/20/2022	$8,000

Name and Address
(A)

POSTMASTER OF LANCASTER, PA

LANCASTER
PA
17604-9654

Type or Classification
(B)

POSTAGE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,597
Total of All Transactions with this Payee/Payer for This Schedule		$5,597

Name and Address
(A)

RENDITIONS

1380 CENTRAL AVE.
DAVIDSVILLE
MD
21035

Type or Classification
(B)

GOLF COURSE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$10,620
Total Non-Itemized Transactions with this Payee/Payer		$4,784
Total of All Transactions with this Payee/Payer for This Schedule		$15,404
ATU MS TOURNAMENT	10/19/2021	$10,620

Name and Address
(A)

ROSSELLA ROMANO

1618 ELLINGTON ROAD, SE
SPRING LAKE HEIGHTS
NJ
07762

Type or Classification
(B)

SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$29,089
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$29,089
HOLIDAY GIFT BASKETS	01/06/2022	$16,431
HOLIDAY GIFT BASKETS	10/19/2021	$12,658

Name and Address
(A)

THE PENNSYLVANIA STATE UNIVERSITY

STATE COLLEGE
PA
16801

Type or Classification
(B)

UNIVERSITY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
SPONSORSHIP CONTRIBUTION	08/26/2021	$5,000

Name and Address
(A)

UMWA STRIKE AID FUND

TRIANGLE
VA
22172

Type or Classification
(B)

UNION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
SPONSORSHIP CONTRIBUTION	03/22/2022	$5,000

Name and Address
(A)

UNIVERSITY OF MASSACHUSETTS BOSTON

BOSTON
MA
02125

Type or Classification
(B)

UNIVERSITY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$8,000
SCHOLARSHIP PAYMENT	01/27/2022	$8,000

Name and Address
(A)

UNIVERSITY OF TORONTO

TORONTO
00

Type or Classification
(B)

UNIVERSITY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,334
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$6,334
SCHOLARSHIP PAYMENT	03/29/2022	$6,334

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 18 - GENERAL OVERHEAD

FILE NUMBER: 000-160

Name and Address
(A)

ABDELNASSER A RASHID

1950 ROLAND CLARKE PLACE
CHICAGO
IL
60458

Type or Classification
(B)

INFORMATION SYSTEMS CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$81,000
Total Non-Itemized Transactions with this Payee/Payer		$8,444
Total of All Transactions with this Payee/Payer for This Schedule		$89,444
DATA PROCESSING CONSULTING	06/10/2022	$7,000
DATA PROCESSING CONSULTING	06/10/2022	$7,000
DATA PROCESSING CONSULTING	04/15/2022	$7,000
DATA PROCESSING CONSULTING	03/25/2022	$7,000
DATA PROCESSING CONSULTING	02/11/2022	$7,000
DATA PROCESSING CONSULTING	01/11/2022	$7,000
DATA PROCESSING CONSULTING	12/07/2021	$7,000
DATA PROCESSING CONSULTING	11/05/2021	$7,000
DATA PROCESSING CONSULTING	10/06/2021	$7,000
DATA PROCESSING CONSULTING	09/07/2021	$6,000
DATA PROCESSING CONSULTING	08/10/2021	$6,000
DATA PROCESSING CONSULTING	07/02/2021	$6,000

Name and Address
(A)

ADP
P.O. BOX 809488

ROSELAND
NJ
07068

Type or Classification
(B)

PAYROLL PROCESSOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$22,295
Total of All Transactions with this Payee/Payer for This Schedule		$22,295

Name and Address
(A)

ALLIANCE INFOSYSTEMS

BALTIMORE
MD
21211

Type or Classification
(B)

IT SERVICE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$9,619
Total Non-Itemized Transactions with this Payee/Payer		$103,005
Total of All Transactions with this Payee/Payer for This Schedule		$112,624
DATA PROCESSING CONSULTING	03/11/2022	$9,619

Name and Address
(A)

AMALGAMATED BANK

NEW YORK
NY
10001

Type or Classification
(B)

FINANCIAL INSTITUTION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$190,472
Total Non-Itemized Transactions with this Payee/Payer		$4,000
Total of All Transactions with this Payee/Payer for This Schedule		$194,472
INVESTMENT MANAGEMENT FEES	06/30/2022	$111,927
INVESTMENT MANAGEMENT FEES	06/10/2022	$5,340
INVESTMENT MANAGEMENT FEES	05/31/2022	$5,340
INVESTMENT MANAGEMENT FEES	02/28/2022	$16,880
INVESTMENT MANAGEMENT FEES	02/10/2022	$5,482
INVESTMENT MANAGEMENT FEES	01/31/2022	$5,482
INVESTMENT MANAGEMENT FEES	01/05/2022	$5,248
INVESTMENT MANAGEMENT FEES	11/30/2021	$5,248
INVESTMENT MANAGEMENT FEES	10/31/2021	$16,485
INVESTMENT MANAGEMENT FEES	09/23/2021	$6,520
INVESTMENT MANAGEMENT FEES	08/31/2021	$6,520

Name and Address
(A)

AMAZON.COM WA

SEATTLE
WA
98109

Type or Classification
(B)

SUPPLIES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$10,573
Total of All Transactions with this Payee/Payer for This Schedule		$10,573

Name and Address
(A)

APMEX INC

OKLAHOMA CITY
OK
73102

Type or Classification
(B)

SUPPLIES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$9,276
Total of All Transactions with this Payee/Payer for This Schedule		$9,276

Name and Address
(A)

ATU CANADA

1420 KING STREET SUITE 500
TORONTO ON
00

Type or Classification
(B)

AFFILIATE GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,540
Total of All Transactions with this Payee/Payer for This Schedule		$7,540

Name and Address
(A)

ATU TRAINING EDUCATION CENTER, INC.

SILVER SPRING
MD
20903

Type or Classification
(B)

CONFERENCE CENTER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$781,586
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$781,586
SALARY ALLOCATION	06/30/2022	$38,369
RENT PAYMENT	05/12/2022	$176,291
SALARY ALLOCATION	12/31/2021	$38,053
RENT PAYMENT	12/15/2021	$176,291
RENT PAYMENT	09/23/2021	$176,291
RENT PAYMENT	07/15/2021	$176,291

Name and Address
(A)

BFI PRINTING MAILING SERVICES, INC.

HERNDON
VA
20171

Type or Classification
(B)

PRINTER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$17,189
Total Non-Itemized Transactions with this Payee/Payer		$1,226
Total of All Transactions with this Payee/Payer for This Schedule		$18,415
MEMBERSHIP CARDS	02/09/2022	$8,081
MEMBERSHIP CARDS	10/06/2021	$9,108

Name and Address
(A)

CALIBRE CPA GROUP, PLLC

BETHESDA
MD
20814

Type or Classification
(B)

ACCOUNTING FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$53,750
Total Non-Itemized Transactions with this Payee/Payer		$4,000
Total of All Transactions with this Payee/Payer for This Schedule		$57,750
AUDITING FEES	04/06/2022	$12,000
AUDITING FEES	02/25/2022	$10,000
AUDITING FEES	12/17/2021	$11,750
AUDITING FEES	10/19/2021	$20,000

Name and Address
(A)

CAREFIRST ADMINISTRATORS
PO BOX 76422

PHILADELPHIA
PA
19178-0210

Type or Classification
(B)

BENEFIT ADMINISTRATOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$7,795
Total of All Transactions with this Payee/Payer for This Schedule		$7,795

Name and Address
(A)

CITIBANK

NEW YORK
NY
10013

Type or Classification
(B)

FINANCIAL INSTITUTION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$16,120
Total of All Transactions with this Payee/Payer for This Schedule		$16,120

Name and Address
(A)

COMPLETE DOCUMENT SOLUTIONS

FREDERICK
MD
21704-8326

Type or Classification
(B)

EQUIPMENT LEASE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,476
Total Non-Itemized Transactions with this Payee/Payer		$8,386
Total of All Transactions with this Payee/Payer for This Schedule		$16,862
COPIER USAGE	01/20/2022	$8,476

Name and Address
(A)

COMTECH SYSTEMS INC

GAITHERSBURG
MD
20879

Type or Classification
(B)

IT SERVICE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,009
Total Non-Itemized Transactions with this Payee/Payer		$4,900
Total of All Transactions with this Payee/Payer for This Schedule		$10,909
IT SERVICES PROVIDER	03/08/2022	$6,009

Name and Address
(A)

COPIER PLUS

GAITHERSBURG
MD
20877

Type or Classification
(B)

COPIER SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,460
Total of All Transactions with this Payee/Payer for This Schedule		$5,460

Name and Address
(A)

DATABANK IMX LLC

KING OF PRUSSIA
PA
19406

Type or Classification
(B)

IT SERVICE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$34,353
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$34,353
DATABASE MANAGEMENT	03/15/2022	$34,353

Name and Address
(A)

EBERTS HARRISON

5409 BROOKLAND ROAD
MOUNT AIRY
MD
21771

Type or Classification
(B)

INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$33,480
Total Non-Itemized Transactions with this Payee/Payer		$12,846
Total of All Transactions with this Payee/Payer for This Schedule		$46,326
WORKERS COMPENSATION INSURANCE	03/15/2022	$21,839
UMBRELLA INSURANCE	03/15/2022	$5,825
WORKERS COMPENSATION INSURANCE	02/03/2022	$5,816

Name and Address
(A)

GALLAGHER FIDUCIARY ADVISORS, LLC

PITTSBURGH
PA
15222

Type or Classification
(B)

INVESTMENT FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$33,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$33,000
INVESTMENT CONSULTING FEES	03/31/2022	$11,000
INVESTMENT CONSULTING FEES	01/06/2022	$11,000
INVESTMENT CONSULTING FEES	01/06/2022	$11,000

Name and Address
(A)

GREATAMERICA FINANCIAL SERVICES

DALLAS
TX
75266

Type or Classification
(B)

EQUIPMENT LEASE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,094
Total Non-Itemized Transactions with this Payee/Payer		$30,785
Total of All Transactions with this Payee/Payer for This Schedule		$35,879
MD PROPERTY TAXES	01/07/2022	$5,094

Name and Address
(A)

INDEED.COM CT

STAMFORD
CT
06902

Type or Classification
(B)

IT SERVICE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$8,178
Total of All Transactions with this Payee/Payer for This Schedule		$8,178

Name and Address
(A)

IRON MOUNTAIN INC

515 KING STREET STE 300
CHICAGO
IL
10087-7128

Type or Classification
(B)

DOCUMENT STORAGE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$11,116
Total of All Transactions with this Payee/Payer for This Schedule		$11,116

Name and Address
(A)

JAFA TECHNOLOGIES, INC.

1420 KING STREET SUITE 500
BALTIMORE
MD
20866

Type or Classification
(B)

SUPPLIER/COMPUTER REPAIR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,127
Total of All Transactions with this Payee/Payer for This Schedule		$6,127

Name and Address
(A)

JAYSTAR GROUP, INC.

1950 ROLAND CLARKE PLACE
NORWALK
CT
06854

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,500
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$5,500
LM2 PREPARATION FEE	10/06/2021	$5,500

Name and Address
(A)

JOHN MURPHY

CENTEREACH
NY
11720

Type or Classification
(B)

INFO TECH CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$24,167
Total Non-Itemized Transactions with this Payee/Payer		$13,800
Total of All Transactions with this Payee/Payer for This Schedule		$37,967
DATA PROCESSING CONSULTING	01/06/2022	$5,850
DATA PROCESSING CONSULTING	11/17/2021	$5,850
DATA PROCESSING CONSULTING	08/26/2021	$7,200
DATA PROCESSING CONSULTING	07/02/2021	$5,267

Name and Address
(A)

K R INDUSTRIES

CHANTILLY
VA
20153

Type or Classification
(B)

SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$36,350
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$36,350
COVID SUPPLIES	04/01/2022	$6,847
ATU T-SHIRTS	01/14/2022	$10,248
COVID SUPPLIES	01/07/2022	$19,255

Name and Address
(A)

METROPOLITAN TRAVEL SERVICES

ANNANDALE
VA
22003

Type or Classification
(B)

TRAVEL AGENT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$43,245
Total of All Transactions with this Payee/Payer for This Schedule		$43,245

Name and Address
(A)

POSTMASTER OF LANCASTER, PA

LANCASTER
PA
17604-9654

Type or Classification
(B)

POSTAGE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$14,926
Total of All Transactions with this Payee/Payer for This Schedule		$14,926

Name and Address
(A)

QUADIENT LEASING USA INC

DALLAS
TX
75312-3682

Type or Classification
(B)

POSTAGE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$18,574
Total of All Transactions with this Payee/Payer for This Schedule		$18,574

Name and Address
(A)

SALESFORCE.COM INC

SAN FRANCISCO
CA
94105

Type or Classification
(B)

IT SERVICE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$13,308
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$13,308
DATABASE MANAGEMENT	04/15/2022	$6,654
DATABASE MANAGEMENT	02/09/2022	$6,654

Name and Address
(A)

SEGAL CONSULTING

NEW YORK
NY
10261-4059

Type or Classification
(B)

FINANCIAL CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,694
Total Non-Itemized Transactions with this Payee/Payer		$1,312
Total of All Transactions with this Payee/Payer for This Schedule		$8,006
CONTRACT ANALYSIS	12/22/2021	$6,694

Name and Address
(A)

SLEVIN HART, P.C.

WASHINGTON
DC
20036

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$6,736
Total of All Transactions with this Payee/Payer for This Schedule		$6,736

Name and Address
(A)

TATANGO WA

2211 ELLIOT AVE SUITE 200
SEATTLE
WA
98121

Type or Classification
(B)

MARKETING SOFTWARE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$47,764
Total of All Transactions with this Payee/Payer for This Schedule		$47,764

Name and Address
(A)

THE BASKETRY - LULING, LA

LULING
LA
70070

Type or Classification
(B)

RESTAURANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$5,280
Total of All Transactions with this Payee/Payer for This Schedule		$5,280

Name and Address
(A)

TRILOGY INTERACTIVE LLC

MOUNTAIN VIEW
CA
94040-4177

Type or Classification
(B)

IT SERVICE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$29,447
Total Non-Itemized Transactions with this Payee/Payer		$17,049
Total of All Transactions with this Payee/Payer for This Schedule		$46,496
ATU WEBSITE HOSTING	06/28/2022	$10,336
ATU WEBSITE HOSTING	05/13/2022	$12,063
ATU WEBSITE HOSTING	03/25/2022	$7,048

Name and Address
(A)

UFCW CANADA BUILDING CORP

1420 KING STREET SUITE 500
TORONTO ON
00

Type or Classification
(B)

LANDLORD

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$27,411
Total of All Transactions with this Payee/Payer for This Schedule		$27,411

Name and Address
(A)

UNIONWARE

WINNIPEG
00

Type or Classification
(B)

SOFTWARE DEVELOPER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$27,544
Total of All Transactions with this Payee/Payer for This Schedule		$27,544

Name and Address
(A)

UNITED PARCEL SERVICES

CHICAGO
IL
60680-9488

Type or Classification
(B)

POSTAL SERVICE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$18,490
Total Non-Itemized Transactions with this Payee/Payer		$29,302
Total of All Transactions with this Payee/Payer for This Schedule		$47,792
SHIPPING EXPENSES	03/18/2022	$6,354
SHIPPING EXPENSES	02/11/2022	$5,740
SHIPPING EXPENSES	10/06/2021	$6,396

Name and Address
(A)

V F OFFICE PRODUCTS

SPRINGFIELD
VA
22153

Type or Classification
(B)

SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$19,232
Total of All Transactions with this Payee/Payer for This Schedule		$19,232

Name and Address
(A)

VAN ELGORT INFORMATION SYSTEMS

WOODLAND HILLS
CA
91364

Type or Classification
(B)

SOFTWARE DEVELOPER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$42,376
Total of All Transactions with this Payee/Payer for This Schedule		$42,376

Name and Address
(A)

WESTERN ASSET MANAGEMENT COMPANY

LOS ANGELES
CA
90189-4139

Type or Classification
(B)

INVESTMENT FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$40,343
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$40,343
INVESTMENT MANAGEMENT FEES	05/31/2022	$9,219
INVESTMENT MANAGEMENT FEES	03/08/2022	$10,330
INVESTMENT MANAGEMENT FEES	12/16/2021	$10,408
INVESTMENT MANAGEMENT FEES	08/10/2021	$10,386

Name and Address
(A)

YELLOWSTONE TECHNOLOGIES INC

ALEXANDRIA
VA
22003

Type or Classification
(B)

CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$48,200
Total of All Transactions with this Payee/Payer for This Schedule		$48,200

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 000-160

Name and Address
(A)

ACTIVITY PLANNERS INC.

8201 MADRID CIRCLE
LAS VEGAS
NV
89118

Type or Classification
(B)

TOUR GUIDE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$300,047
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$300,047
CONVENTION EXCURSIONS	06/23/2022	$97,475
CONVENTION EXCURSIONS	06/23/2022	$202,572

Name and Address
(A)

AMERICAN AIRLINES

FORTH WORTH
TX
75261

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$12,451
Total of All Transactions with this Payee/Payer for This Schedule		$12,451

Name and Address
(A)

APPLE, INC.

CUPERTINO
CA
95014

Type or Classification
(B)

COMPUTER SUPPLIES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$423,152
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$423,152
CONVENTION IPADS	06/08/2022	$423,152

Name and Address
(A)

ATU CANADA

1420 KING STREET SUITE 500
TORONTO ON
00

Type or Classification
(B)

AFFILIATE GROUP

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$315,663
Total Non-Itemized Transactions with this Payee/Payer		$8,499
Total of All Transactions with this Payee/Payer for This Schedule		$324,162
TRAINING SUPPORT PAYMENTS	05/25/2022	$75,368
TRAINING SUPPORT PAYMENTS	02/17/2022	$78,616
TRAINING SUPPORT PAYMENTS	10/27/2021	$87,574
TRAINING SUPPORT PAYMENTS	07/21/2021	$74,105

Name and Address
(A)

CAESAR'S PALACE - LAS VEGAS, NV

LAS VEGAS
NV
89109

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$120,000
Total Non-Itemized Transactions with this Payee/Payer		$5,126
Total of All Transactions with this Payee/Payer for This Schedule		$125,126
CONVENTION	03/01/2022	$80,000
CONVENTION	09/07/2021	$40,000

Name and Address
(A)

CAESERS ENTERTAINMENT

NEW ORLEANS
LA
70130

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$118,171
Total Non-Itemized Transactions with this Payee/Payer		$15,605
Total of All Transactions with this Payee/Payer for This Schedule		$133,776
2022 SPRING GEB CONFERENCE	05/19/2022	$26,742
2022 SPRING GEB CONFERENCE	05/19/2022	$7,154
2022 SPRING GEB CONFERENCE	05/19/2022	$62,923
2022 SPRING GEB CONFERENCE	05/19/2022	$7,624
2022 SPRING GEB CONFERENCE	05/19/2022	$5,143
2022 SPRING GEB CONFERENCE	05/19/2022	$8,585

Name and Address
(A)

COLLEGE PARK MARRIOTT

HYATTSVILLE
MD
20783

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$8,841
Total of All Transactions with this Payee/Payer for This Schedule		$8,841

Name and Address
(A)

CONVENTION SERVICES UNLIMITED
P.O. BOX 660831

CHEVERLY
MD
20785

Type or Classification
(B)

CONFERENCE SERVICES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$144,000
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$144,000
CONVENTION SET UP	03/01/2022	$144,000

Name and Address
(A)

DELTA AIR LINES
PO BOX 894139

ATLANTA
GA
30354

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$24,353
Total of All Transactions with this Payee/Payer for This Schedule		$24,353

Name and Address
(A)

HARRAH'S RESORT LA

FUNNER
CA
92082

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,000
Total Non-Itemized Transactions with this Payee/Payer		$4,034
Total of All Transactions with this Payee/Payer for This Schedule		$12,034
2022 SPRING GEB CONFERENCE	09/15/2021	$8,000

Name and Address
(A)

JEWITT MCLUCKIE ASSOCIATES LLP
PO BOX 27128

OTTAWA ON
00

Type or Classification
(B)

LAW FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,820
Total Non-Itemized Transactions with this Payee/Payer		$14,131
Total of All Transactions with this Payee/Payer for This Schedule		$19,951
LEGAL FEES - INTERNAL GOVERNANCE LITIGATION	10/19/2021	$5,820

Name and Address
(A)

KEPKA PRODUCTIONS LLC

TAKOMA PARK
MD
20912

Type or Classification
(B)

VIDEO PRODUCTION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$13,300
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$13,300
VIDEO PRODUCTION	03/01/2022	$13,300

Name and Address
(A)

MOSAIC

4801 VIEWPOINT PLACE
CHEVERLY
MD
20781

Type or Classification
(B)

SUPPLIES

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$218,596
Total Non-Itemized Transactions with this Payee/Payer		$2,173
Total of All Transactions with this Payee/Payer for This Schedule		$220,769
CONVENTION GUEST SUPPLIES	06/28/2022	$72,198
CONVENTION GUEST SUPPLIES	06/28/2022	$72,198
CONVENTION GUEST SUPPLIES	06/28/2022	$74,200

Name and Address
(A)

POSTMASTER OF LANCASTER, PA

LANCASTER
PA
17604-9654

Type or Classification
(B)

POSTAGE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$42,379
Total Non-Itemized Transactions with this Payee/Payer		$2,400
Total of All Transactions with this Payee/Payer for This Schedule		$44,779
INTRANSIT DEP- QTRYLY MAILINGS	06/10/2022	$8,400
INTRNST 2QTR APR-JUN 2022	05/10/2022	$8,691
INTRANSIT 1QTR JAN-MAR 2022	02/11/2022	$8,683
INTRNST 3QTR JUL-SEPT 2021	11/18/2021	$8,740
INT 2ND QTR 2021 W/O LU691	07/29/2021	$7,865

Name and Address
(A)

SOUTHWEST AIRLINES
PO BOX 36647

DALLAS
TX
75235

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$11,596
Total of All Transactions with this Payee/Payer for This Schedule		$11,596

Name and Address
(A)

STRATEGIC COMMUNICATIONS INC

1950 ROLAND CLARKE PLACE
VANCOUVER
00

Type or Classification
(B)

IT SERVICE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,918
Total Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this Payee/Payer for This Schedule		$7,918
ELECTION EXPENSES	11/18/2021	$7,918

Name and Address
(A)

UNITED AIRLINES

2 NORTH LASALLE STREET
CHICAGO
IL
60602

Type or Classification
(B)

AIRLINE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$0
Total Non-Itemized Transactions with this Payee/Payer		$15,654
Total of All Transactions with this Payee/Payer for This Schedule		$15,654

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 20 - BENEFITS

FILE NUMBER: 000-160

Description (A)	To Whom Paid (B)	Amount (C)
Total of all lines above (Total will be automatically entered in Item 55.)		$9,052,846
Disability	VARIOUS	$1,553
Funeral Benefits	VARIOUS	$1,240,067
Group Insurance	VARIOUS	$6,510
Health Care	VARIOUS	$3,020,797
Pension	VARIOUS	$4,752,848
Retiree Drug Subsidy	VARIOUS	$31,071

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 000-160

Question 10: ATU Pension Plan for International Officers, Employees Plan No. 001 EIN 53-6014540. Provides pension benefits. b. Amalgamated Transit Union National 401(k) Pension Plan, EIN 52-2059290. Provides pension benefits. c. Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan, EIN 52-2059293. Provides pension benefits. d. Amalgamated Transit Union Local 313 and Quad City Garage Policy Group Section 457 Deferred Compensation Plan, EIN 90-0258323. Provides pension benefits. e. Amalgamated Transit Union Local 568 and Erie Metropolitan Transit Authority Section 457 Deferred Compensation Plan, EIN 90-0258323. Provides pension benefits. f. Amalgamated Transit Union Local 1212 and Chattanooga Area Regional Transportation Authority Section 457 Deferred Compensation Plan, EIN 90-0258323. Provides pension benefits. g. Amalgamated Transit Union Local 1220 and Old Dominion Transit Management Company Section 457 Deferred Com0pensation Plan, EIN 90-0258323. Provides pension benefits. h. Amalgamated Transit Union Local 836 and Interurban Transit Partnership 457 Deferred Compensation Plan, EIN 90-0258323. Provides pension benefits. i. Amalgamated Transit union Governmental Profit Sharing Plan, EIN 22-3975924. Provides pension benefits. j. ATU Local 1395 and Escambia County Section 457 Deferred Compensation Plan EIN 90-0258323 provides pension benefits. k. ATU Local 1738 and Westmoreland Transit Authority Section 457 Deferred Compensation Plan EIN 90-0258323. Provides pension benefits. The plans are located at 1000 New Hampshire Avenue, Silver Spring, MD 20903.

Question 11(a):

Question 11(a): ATU Committee on Political Education (COPE), ATU Action Fund ATU COPE Voluntary Fund Account, ATU COPE Special Holding Account, ATU COPE - ATU COPE Missouri Account, ATU New York COPE Fund and ATU Cope RI. Account filings have been made with the following Federal and State Agencies: California Secretary of State, FEC (Federal Elections Committee), Indiana State Election Board, Internal Revenue Services, Missouri Ethics Commission, Nevada Secretary of State Elections, New Jersey Division of Elections, New York Board of Elections, New York Board of Elections and Counties in which we have activity, Pennsylvania Commonwealth of PA Department of State, Rhode Island Election Division, Tennessee Registry of Election Finance, Washington Public Disclosure Commission, and Maryland State Board of Elections.

Question 11(b):

Question 11(b): ATU Training and Education Center, Inc. 10000 New Hampshire Avenue, Silver Spring, MD: Purpose - Non-profit organization exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The ATU Training and Education Center, Inc. provides education and training to union members and others. The information concerning its financial condition and operations is included in a separate report.

Question 12: Calibre CPA Group conducted an audit in accordance with generally accepted auditing standards.

Schedule 1, Row1:

Schedule 1, Row1::

Schedule 1, Row2:

Schedule 1, Row2::

Schedule 1, Row3:

Schedule 1, Row3::

Schedule 1, Row4:

Schedule 1, Row4::

Schedule 1, Row5:

Schedule 1, Row5::

Schedule 1, Row6:

Schedule 1, Row6::

Schedule 1, Row8:

Schedule 1, Row8::

Schedule 1, Row9:

Schedule 1, Row9::

Schedule 1, Row10:

Schedule 1, Row10::

Schedule 1, Row11:

Schedule 1, Row11::

Schedule 1, Row12:

Schedule 1, Row12::

Schedule 1, Row7:

Schedule 1, Row7::

Schedule 2, Row1:

Schedule 2, Row1:

Schedule 13, Row1:

Schedule 13, Row1:Active members are regular, full dues paying members of the Union.

Schedule 13, Row1:

Schedule 13, Row1:

Schedule 13, Row2:

Schedule 13, Row2:Pension members pay pension dues, which are typically less than full dues.

Schedule 13, Row2:

Schedule 13, Row2:

Schedule 13, Row3:

Schedule 13, Row3:Members at Large have no voting rights per the International Constitution and

General Laws and pay directly to Union

Schedule 13, Row3:

Schedule 13, Row3:Active Members at large have no voting rights.

Schedule 13, Row4:

Schedule 13, Row4:Pension members at large pay pension dues directly to the International. Pension members at large have no voting rights

Schedule 13, Row4:

Schedule 13, Row4:Pension members at large pay pension dues directly to the International. Pension members at large have no voting rights



Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)