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: 09-30-2021
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
019-903
2. PERIOD COVERED
From01/01/2019
Through12/31/2019
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
TEAMSTERS
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
 6. DESIGNATION NBR
170
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name
SHANNON
 Last Name
GEORGE
P.O Box - Building and Room Number

Number and Street
330 SOUTHWEST CUTOFF #201
City
WORCESTER
State
MA		 ZIP Code + 4
016042714


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 P ReardonPRESIDENT71. SIGNED:Shannon R GeorgeTREASURER
Date:Mar 12, 2020Telephone Number:508-799-0552Date:Mar 12, 2020Telephone Number:508-799-0551
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21 FILE NUMBER: 019-903
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?No
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?Yes
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?11/2021
20. How many members did the labor organization have at the end of the reporting period?4,342
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees19-96permonth1996
(b) Working Dues/Feesn/apern/an/an/a
(c) Initiation Fees40-500per40500
(d) Transfer Fees.5per
(e) Work Permitsn/apern/an/an/a

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 019-903

ASSETS
ASSETS Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
22. Cash $442,837$353,385
23. Accounts Receivable1$33,873$68,313
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$2,707,395$2,810,935
27. Fixed Assets6$78,568$170,689
28. Other Assets7$17,974$3,743
29. TOTAL ASSETS $3,280,647$3,407,065

LIABILITIES
LIABILITIES Schedule
Number 		Start of Reporting Period
(A) 		End of Reporting Period
(B)
30. Accounts Payable8$103,645$120,524
31. Loans Payable9$0
32. Mortgages Payable $0$0
33. Other Liabilities10
34. TOTAL LIABILITIES $103,645$120,524
35. NET ASSETS$3,177,002$3,286,541
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 019-903

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $2,469,988
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $475,559
39. Sale of Supplies $0
40. Interest $95,495
41. Dividends $0
42. Rents $6,725
43. Sale of Investments and Fixed Assets3$692,066
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$61,521
49. TOTAL RECEIPTS $3,801,354
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$818,528
51. Political Activities and Lobbying16$29,605
52. Contributions, Gifts, and Grants17$65,014
53. General Overhead18$245,692
54. Union Administration19$295,871
55. Benefits20$860,950
56. Per Capita Tax $684,652
57. Strike Benefits $128
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $0
60. Purchase of Investments and Fixed Assets4$810,486
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $79,880
  
66. Subtotal $3,890,806
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$112,915  
  67b. Less Total Disbursed$112,915  
  67c. Total Withheld But Not Disbursed 
68. TOTAL DISBURSEMENTS $3,890,806
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 019-903

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$0$0$0$0
Totals from all other accounts receivable$68,313$0$0$0
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $68,313$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 019-903

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$0$0$0$0$0
Total of all lines above$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A) 		Item 61Item 45 Item 69
with Explanation 		Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 019-903

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$760,450$850,123$704,710$692,066
SALE OF INVESTMENTS$599,337$766,438$621,025$621,025
AUTOMOBILES$161,113$83,685$83,685$71,041
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$692,066
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 019-903

Description (if land or buildings, give location)
(A) 		Cost
(B) 		Book Value
(C) 		Cash Paid
(D)
Total of all lines above$810,486$810,486$810,486
INVESTMENTS$589,812$589,812$589,812
AUTOMOBILES$212,009$212,009$212,009
FURNITURE AND EQUIPMENT$8,665$8,665$8,665
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$810,486
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 019-903

Description
(A) 		Amount
(B)
Marketable Securities 
A. Total Cost$2,643,215
B. Total Book Value$2,810,935
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
  • Congress Mid Cap Growth Instl
$418,734
Other Investments 
D. Total Cost
E. Total Book Value
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.  
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $2,810,935
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 019-903

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)$0$0$0$0
C. Automobiles and Other Vehicles$240,708$83,687$157,021$157,021
D. Office Furniture and Equipment$369,504$355,836$13,668$13,668
E. Other Fixed Assets$0$0$0$0
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $610,212$439,523$170,689$170,689
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 019-903

Description
(A) 		Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $3,743
Prepaid expenses$3,743
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 019-903

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$120,524$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $120,524$0$0$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 019-903

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 44Item 62 Item 69
with Explanation 		Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 019-903

Description
(A) 		Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 019-903

(A)
Name		(B)
Title		(C)
Status		 (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 		COLONNA ,  BRIAN  
TRUSTEE
C		$6,780$0$0$0$6,780
I
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 		D'ARMAGNAC ,  ROBERT  
TRUSTEE
C		$6,780$0$0$0$6,780
I
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 		DAVIS ,  MICHAEL  
VICE PRESIDENT
C		$6,780$0$150$0$6,930
I
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 		GEORGE ,  SHANNON  
SECRETARY TREASURER
C		$111,842$0$8,787$0$120,629
I
Schedule 15
Representational Activities 		60 % Schedule 16
Political Activities and Lobbying 		3 % Schedule 17
Contributions 		3 % Schedule 18
General Overhead 		4 % Schedule 19
Administration 		30 %
A
B
C 		O'KEEFE ,  LAURA  
TRUSTEE
N		$6,780$0$0$0$6,780
I
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 		REARDON ,  JOHN   P
PRESIDENT
C		$7,080$0$0$0$7,080
I
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 		RHODES ,  DAVID  
TRUSTEE
P		$0$0$0$0$0
I
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 		RUCCI ,  JACQUELINE  
RECORDING SEC/OFFICE SEC
C		$71,273$0$4,322$0$75,595
I
Schedule 15
Representational Activities 		65 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		35 %
Total Officer Disbursements$217,315$0$13,259$0$230,574
Less Deductions    $26,445
Net Disbursements    $204,129
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 019-903

(A)
Name		(B)
Title		(C)
Other Payer		 (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 		BERGEN ,  KENNETH  
BUSINESS AGENT
N/A		$111,185$0$9,594$0$120,779
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		DALLI ,  MAUREEN  
TITAN OPERATOR RETIRED
N/A		$53,294$0$0$0$53,294
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		FOLEY ,  SEAN  
BUSINESS AGENT
N/A		$112,538$0$10,642$0$123,180
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		GILLEN ,  ELIAS  
BUSINESS AGENT
N/A		$112,552$9,992$0$122,544
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		LAMOTHE ,  THOMAS   P
TITAN OPERATOR
N/A		$54,045$0$0$0$54,045
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
A
B
C 		LEONARD ,  SHARON  
BOOKKEEPER
N/A		$55,772$0$29$0$55,801
I
Schedule 15
Representational Activities 		5 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		5 % Schedule 18
General Overhead 		40 % Schedule 19
Administration 		50 %
A
B
C 		MARKS ,  JAMES  
BUSINESS AGENT
N/A		$111,355$0$11,858$0$123,213
I
Schedule 15
Representational Activities 		85 % Schedule 16
Political Activities and Lobbying 		5 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		10 %
A
B
C 		MASSARO ,  LINDSEY   N
SECRETARY
N/A		$38,561$0$0$0$38,561
I
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 		STEVENS ,  SHAWN   C
ORGANIZER
N/A		$57,559$0$8,897$0$66,456
I
Schedule 15
Representational Activities 		50 % Schedule 16
Political Activities and Lobbying 		0 % Schedule 17
Contributions 		0 % Schedule 18
General Overhead 		0 % Schedule 19
Administration 		50 %
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$3,727$0$300$0$4,027
I 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 %
Total Employee Disbursements$710,588$0$51,312$0$761,900
Less Deductions    $86,470
Net Disbursements    $675,430
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 019-903

Category of Membership
(A) 		Number
(B) 		Voting Eligibility
(C)
Members (Total of all lines above) 4,342 
Agency Fee Payers*28
Total Members/Fee Payers4,370 
*Agency Fee Payers are not considered members of the labor organization.
ACTIVE MEMBERS PAY FULL DUES4,342Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 019-903

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$0
2. Named Payer Non-itemized Receipts$0
3. All Other Receipts$61,521
4. Total Receipts$61,521
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$17,000
2. Named Payee Non-itemized Disbursements$6,393
3. To Officers$3,619
4. To Employees$2,790
5. All Other Disbursements$35,212
6. Total Disbursements$65,014
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$50,783
2. Named Payee Non-itemized Disbursements$31,352
3. To Officers$121,514
4. To Employees$509,973
5. All Other Disbursements$104,906
6. Total Disbursements$818,528
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$98,710
2. Named Payee Non-itemized Disbursements$46,547
3. To Officers$4,825
4. To Employees$60,881
5. All Other Disbursements$34,729
6. Total Disbursements$245,692
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$3,619
4. To Employees$24,486
5. All Other Disbursements$1,500
6. Total Disbursements$29,605
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$13,321
2. Named Payee Non-itemized Disbursements$0
3. To Officers$96,997
4. To Employees$163,770
5. All Other Disbursements$21,783
6. Total Disbursements$295,871
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 019-903

There was no data found for this schedule.

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 019-903

Name and Address
(A)
Bowditch & Dewey

311 Main Street
Worcester
MA
01615
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$42,430
Total Non-Itemized Transactions with this Payee/Payer$8,353
Total of All Transactions with this Payee/Payer for This Schedule$50,783
Legal fees11/25/2019$5,218
Legal fees08/13/2019$14,441
Legal fees07/18/2019$5,891
Legal fees03/04/2019$16,880
Name and Address
(A)
EDEN, RAFFERTY, TETREAU & ERLICH, ATTORNEYS AT LAW

238 SHREWBURY STREET
WORCESTER
MA
01604
Type or Classification
(B)
Legal Counsel
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$8,353
Total Non-Itemized Transactions with this Payee/Payer$10,509
Total of All Transactions with this Payee/Payer for This Schedule$18,862
LEGAL FEES01/08/2019$8,353
Name and Address
(A)
HARVEY SHRAGE

785 WILLIAMS STREET
LONGMEADOW
MA
01106
Type or Classification
(B)
ARBITRATOR
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,560
Total of All Transactions with this Payee/Payer for This Schedule$5,560
Name and Address
(A)
HERBERT FISHGOLD

2200 Pennsylvania Ave. N.W.
Washington
DC
20037
Type or Classification
(B)
ARBITRATOR
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,930
Total of All Transactions with this Payee/Payer for This Schedule$6,930
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 019-903

There was no data found for this schedule.

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 019-903

Name and Address
(A)
HERITAGE COUNTRY CLUB

1 SAMPSON ROAD
CHARLTON
MA
01507
Type or Classification
(B)
SCHOLARSHIP FUND
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$7,000
Total Non-Itemized Transactions with this Payee/Payer$593
Total of All Transactions with this Payee/Payer for This Schedule$7,593
DEPOSIT GOLF TOURNAMENT09/06/2019$7,000
Name and Address
(A)
HILLSTAR PROMOTION

4400 MANOR LANE
HAMBURG
NY
14075
Type or Classification
(B)
PROMOTIONAL GIFTS
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,800
Total of All Transactions with this Payee/Payer for This Schedule$5,800
Name and Address
(A)
JOINT COUNCIL 10

544 MAIN STREET
BOSTON
AK
02129
Type or Classification
(B)
Labor Organization
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Labor Organization04/12/2019$5,000
Name and Address
(A)
TEAMSTERS LOCAL 25 STRIKE

544 MAIN STREET
BOSTON
MA
02129
Type or Classification
(B)
STRIKE FUND
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$5,000
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$5,000
Labor Organization09/13/2019$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 019-903

Name and Address
(A)
CHARTER COMMUNICATIONS

99 HIGGINS STREET
WORCESTER
MA
01606
Type or Classification
(B)
TELEPHONE/COMPUTER/TV
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,949
Total of All Transactions with this Payee/Payer for This Schedule$5,949
Name and Address
(A)
CONGRESS WEALTH MANAGEMENT

250 NORTHERN AVE, STE 3
BOSTON
MA
02210
Type or Classification
(B)
INVESTMENT MANAGEMENT FEES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$7,066
Total of All Transactions with this Payee/Payer for This Schedule$7,066
Name and Address
(A)
DATA SOURCE INC

3-15 E MOUNTAIN ST
WORCESTER
MA
01606
Type or Classification
(B)
COMPUTER MAINTENACE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,708
Total of All Transactions with this Payee/Payer for This Schedule$5,708
Name and Address
(A)
MANZI & ASSOCIATES LLC

855 TURNPIKE STREET
NORTH ANDOVER
MA
01845
Type or Classification
(B)
CPA FIRM
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$25,420
Total Non-Itemized Transactions with this Payee/Payer$895
Total of All Transactions with this Payee/Payer for This Schedule$26,315
ACCOUNTING & BOOKKEEPING FEES12/16/2019$6,355
ACCOUNTING & BOOKKEEPING FEES08/27/2019$6,355
ACCOUNTING & BOOKKEEPING FEES06/25/2019$6,355
ACCOUNTING & BOOKKEEPING FEES04/23/2019$6,355
Name and Address
(A)
PURCHASE POWER
371874

Pittsburg
PA
15250
Type or Classification
(B)
POSTAGE
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$6,539
Total of All Transactions with this Payee/Payer for This Schedule$6,539
Name and Address
(A)
TEAMSTERS LOCAL 170 H&W

330 SOUTHWEST CUTOFF
WORCESTER
MA
01604
Type or Classification
(B)
RENT
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$73,290
Total Non-Itemized Transactions with this Payee/Payer$9,237
Total of All Transactions with this Payee/Payer for This Schedule$82,527
RENT01/04/2019$6,846
RENT12/03/2019$6,594
RENT11/05/2019$6,594
RENT10/03/2019$6,594
RENT09/04/2019$6,594
RENT08/01/2019$6,594
RENT07/01/2019$6,594
RENT06/03/2019$6,594
RENT05/03/2019$6,594
RENT03/01/2019$6,846
RENT02/04/2019$6,846
Name and Address
(A)
VERIZON WIRELESS
9688

Mission Hills
CA
91346
Type or Classification
(B)
TELEPHONE COMPANY
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,976
Total of All Transactions with this Payee/Payer for This Schedule$5,976
Name and Address
(A)
W.B. MASON COMPANY INC

274 W CUMMINGS PARK
WOBURN
MA
01801
Type or Classification
(B)
OFFICE SUPPLIES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,177
Total of All Transactions with this Payee/Payer for This Schedule$5,177
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 019-903

Name and Address
(A)
TRUEBALLOT, INC.

5611 NORTHFIELD ROAD
BETHESDA
MD
20817
Type or Classification
(B)
ELECTION SERVICES
Purpose
(C) 		Date
(D) 		Amount
(E)
Total Itemized Transactions with this Payee/Payer$13,321
Total Non-Itemized Transactions with this Payee/Payer$0
Total of All Transactions with this Payee/Payer for This Schedule$13,321
ELECTION SERVICES01/29/2019$13,321
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 - BENEFITS FILE NUMBER: 019-903

Description
(A) 		To Whom Paid
(B) 		Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$860,950
PENSIONNEW ENGLAND TEAMSTERS TRUCKING$269,467
HEALTH & WELFARE BENEFITSTEAMSTERS LOCAL 170 H&W FUND$263,116
OUT OF WORK BENEFITSMEMBERS$1,516
MORTUARY BENEFITSLINCOLN NATIONAL CORPORATION$296,351
SCHOLARSHIP DONATIONSMEMBER BENEFICIARIES$30,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 019-903


Question 10: Teamster Local 170 Health & Welfare Fund 330 Southwest Cutoff Worcester, MA 01607-0634 EIN 04-2219623 The Fund provides healthcare benefits for eligible participants of the Fund.

Question 11(a): : Truck Drivers and Helpers Local No. 170 Political Action Committee. The PAC files with the Commonwealth of Massachusetts of Campaign Political Finance.

Question 12: AUDIT CONDUCTED BY INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS MANZI & ASSOCIATES LLC 855 TURNPIKE STREET NORTH ANDOVER, MA 01845

Question 15: Gave out jackets to winners, Members, at the monthly meetings. Purchased from City Sporting Goods in the amount of $1,004 and are ordered as needed therefore no depreciation is expense for these purchases. THE ORGANIZATION TRADED IN SIX VEHICLES, THE TRADE-IN VALUES WERE APPLIED TOWARD THE PURCHASE OF THE REPLACEMENT VEHICLES. TOTAL COST=$161,113/ TOTAL BOOK VALUE= $83,685/ TOTAL TRADE-IN VALUE ALLOWANCE= $71,041. BREAKDOWN IS AS FOLLOWS: 2016 Buick Verano COST;24,424 BV; 10,177 ALLOWANCE; 8,000; 2016 Buick Verano COST; 26,466 BV; 11,027 ALLOWANCE; 7,700; 2016 Buick Verano COST; 23,508 BV; 9,795 ALLOWANCE; 7,800; 2016 Buick Verano COST; 29,338 BV; 12,224 ALLOWANCE; 9,000; 2016 Buick Verano COST; 21,905 BV; 9,127 ALLOWANCE; 11,000; 2019 Chevy Impala COST; 35,743 BV; 31,335 ALLOWANCE; 27,541

Schedule 13, Row1:

Schedule 13, Row1:ACTIVE MEMBERS PAY FULL DUES

Schedule 13, Row1:

Schedule 13, Row1:

General Information: The Business Agents use union automobiles for personal use, but the usage is over 50% for business. The personal usage is taxed accordingly and appears on the W-2 for each Business Agent.
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)