2023-03-22T11:39:12-05:00 2022-06-30 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2021-07-01 132583087 NYCDCC APPRENTICESHIP JOURNEYMAN RETRAINING EDUCATIONAL & INDUSTRY FUND NYCD 2123667300 395 HUDSON STREET NEW YORK NY 10014 KRISTIN O'BRIEN FOWLKES EXECUTIVE DIRECTOR 2123667300 2023-03-22 1 KRISTIN OBRIEN FOWLKES 999009999 CAROL WESTFALL P00539069 6312734778 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z KRISTIN O'BRIEN FOWLKES 395 HUDSON STREET NEW YORK NY 10014 13554381 0 X NYCCARPENTERSTRAININGCENTER.ORG X 1966 NY THE PURPOSE OF THE PLAN IS TO PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 10 10 65 0 0 0 935205 862544 11478990 11385522 469775 1040687 69609 265628 12953579 13554381 0 0 0 0 8464156 8529790 0 0 0 6224018 7181593 14688174 15711383 -1734595 -2157002 38681713 32423989 3402355 3158566 35279358 29265423 THE PURPOSE OF THE PLAN IS TO PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 0 0 13390548 11385522 THE PURPOSE OF THE PLAN IS TO PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 13390548 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 1 20 0 1 65 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X BOARD OF TRUSTEES 2123667300 395 HUDSON STREET NEW YORK NY 10014 DAVID MEBERG EMP TRUSTEE-CO CHAIRMAN 2.00 0.00 X 0 0 0 KEVIN O'CALLAGHAN EMP TRUSTEE 2.00 0.00 X 0 0 0 JOHN DELOLLIS EMP TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL SALGO EMP TRUSTEE 2.00 0.00 X 0 0 0 JOHN O'HARE EMP TRUSTEE 2.00 0.00 X 0 0 0 JOSEPH GEIGER UN TSTE-CHAIRM 2.00 0.00 X 0 0 0 JOHN SHEEHY UNION TRUSTEE 2.00 0.00 X 0 0 0 PAUL CAPURSO UNION TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL CAVANAUGH UNION TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL RODIN - THRU 921 UNION TRUSTEE 2.00 0.00 X 0 0 0 DAVID CARABALLOSO UNION TRUSTEE 2.00 0.00 X 0 0 0 KRISTIN O'BRIEN FOWLKES EXECUTIVE DIR. 2.00 38.00 X 195 289062 62271 ROBERT LESNIEWSKI CFO 2.00 38.00 X 0 310899 52845 ANNE MASSA - EFF 622 DIRECTOR OF FINANCE & INVESTMENTS 38.00 0.00 X 0 0 0 PETER BENNETT - THRU 622 TRAINING DIRECTOR 38.00 0.00 X 190075 0 76688 JAMES HAYES - EFF 622 TRAINING DIRECTOR 38.00 0.00 X 0 0 0 THOMAS SCANLON INSTRUCTOR 38.00 0.00 X 193488 0 81541 RAFAL SZEWCZYK INSTRUCTOR 38.00 0.00 X 186224 0 85413 LOUIS RIOUX INSTRUCTOR 38.00 0.00 X 180493 0 84653 GIANCARLO RACHIELE INSTRUCTOR 38.00 0.00 X 177359 0 83603 RICHARD WONG INSTRUCTOR 38.00 0.00 X 172203 0 69703 1100037 599961 596717 21 0 1 0 HARVARD PROTECTION SERVICES 59 MAIDEN LANE NEW YORK NY 10038 SECURITY 498501 CUSHMAN & WAKEFIELD 1290 AVENUE OF AMERICAS 7TH FLR NEW YORK NY 10104 PROPERTY MANAGEMENT 208855 PREMIER TECHNOLOGY SOLUTIONS 232 MADISON AVE 15TH FLOOR NEW YORK NY 01016 TECHNOLOGY SERVICES 191933 CLARITY TESTING SERVICES INC 150 WHITE PLAINS ROAD SUITE 204 TARRYTOWN NY 10591 MEDICAL SERVICES CONTRACTOR 124616 DYKES LUMBER COMPANY INC 1899 PARK AVENUE PO BOX 857 WEEHAWKEN NJ 07086 SUPPLIES 115218 5 806341 56203 862544 EMPLOYER CONTRIBUTIONS 236200 11327561 11327561 REIMBURSED EXPENSES 236200 57961 57961 11385522 1040687 1040687 67836 0 67836 67836 67836 MISCELLANEOUS INCOME 236200 197792 197792 197792 13554381 11385522 0 1306315 268118 268118 4859756 4414187 445569 1992934 1868021 124913 1025991 891845 134146 382991 349125 33866 156785 156785 127196 127196 29626 29626 526557 256840 269717 408481 355588 52893 3133096 2977709 155387 19580 19580 106923 82979 23944 757538 733011 24527 26786 26786 PROPERTY MANAGEMENT 759371 115409 643962 OUTSIDE SERVICES 390141 321435 68706 MATERIALS & SUPPLIES 292507 292507 EDUCATIONAL COURSES 241320 241320 205686 202874 2812 15711383 13390548 2320835 0 1175821 905786 358983 390976 1676139 2213603 9519 10474232 7078815 3881541 3395417 31300533 25431879 279177 86328 38681713 32423989 250221 299520 3152134 2859046 3402355 3158566 X 0 0 0 0 35279358 29265423 35279358 29265423 38681713 32423989 -2157002 -3856933 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2936041 1677373 1258668 6892812 5018048 1874764 645379 383394 261985 3395417 DEFERRED RENT LIABILITY 2858155 UNEARNED INCOME 891 2859046 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 PUBLISHED ANNUALLY ON THE FUND'S WEBSITE. SCHEDULE E, PART I, LINE 4 (B) NO SCHOLARSHIPS OR FINANCIAL ASSISTANCE PROVIDED (D) NO CONTRIBUTIONS ARE SOLICITED SCHEDULE E, PART I, LINE 6 THE PLAN RECEIVED A SUB-AWARD AGREEMENT WITH RUTGERS, THE STATE UNIVERSITY OF NEW JERSEY, FOR A HAZARDOUS MATERIALS WORKER HEALTH AND SAFETY TRAINING PROGRAM. THE AWARDING AGENCY IS THE NATIONAL INSTITUTE OF ENVIRONMENTAL HEALTH SCIENCES AND IS FUNDED THROUGH THE DEPARTMENT OF HEALTH AND HUMAN SERVICES. THE PLAN RECEVIED A SUB-AWARD AGREEMENT WITH THE NEW YORK STATE DEPARTMENT OF LABOR FOR A PRE-APPRENTICESHIP PROGRAM. THE FUNDING FOR THE AWARD GRANTED UNDER THIS CONTRACT IS PROVIDED BY THE UNITED STATES DEPARTMENT OF LABOR. 1 X X 0 0 0 0 0 0 0 0 0 KRISTIN O'BRIEN FOWLKES EXECUTIVE DIR. 195 289062 0 0 0 0 0 38034 392 23845 587 350941 0 0 ROBERT LESNIEWSKI CFO 0 310899 0 0 0 0 0 29000 0 23845 0 363744 0 0 PETER BENNETT - THRU 622 TRAINING DIRECTOR 189817 0 0 0 258 0 52843 0 23845 0 266763 0 0 0 THOMAS SCANLON INSTRUCTOR 193488 0 0 0 0 0 57696 0 23845 0 275029 0 0 0 RAFAL SZEWCZYK INSTRUCTOR 186224 0 0 0 0 0 61568 0 23845 0 271637 0 0 0 LOUIS RIOUX INSTRUCTOR 180493 0 0 0 0 0 60808 0 23845 0 265146 0 0 0 GIANCARLO RACHIELE INSTRUCTOR 177359 0 0 0 0 0 59758 0 23845 0 260962 0 0 0 RICHARD WONG INSTRUCTOR 172203 0 0 0 0 0 45858 0 23845 0 241906 0 0 0 FRANK A FRANZESE FAMILY MEMBER 84624 SALARY AND BENEFITS 0 FORM 990, PART VI, SECTION A, LINE 7A THE PLAN IS JOINTLY ADMINISTERED BY TRUSTEES WHO ARE APPOINTED BY THE DISTRICT COUNCIL AND BY EMPLOYER ASSOCIATIONS. FORM 990, PART VI, SECTION B, LINE 11B NYCDCC APPRENTICESHIP JOURNEYMAN, RETRAINING, EDUCATIONAL AND INDUSTRY FUND - FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT. THE RETURN IS THEN PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C NYCDCC APPRENTICESHIP, JOURNEYMAN, RETRAINING, EDUCATIONAL AND INDUSTRY FUND MONITORS ITS CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 NYCDCC APPRENTICESHIP, JOURNEYMAN, RETRAINING, EDUCATIONAL AND INDUSTRY FUND'S BOARD OF TRUSTEES REVIEW COMPENSATION OF ALL EMPLOYEES ON AN ANNUAL BASIS AND VERIFY THAT PERSONS WITH A CONFLICT OF INTEREST WERE NOT INCLUDED IN APPROVAL PROCESS AND DOCUMENT IT IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 NYCDCC APPRENTICESHIP, JOURNEYMAN, RETRAINING, EDUCATIONAL AND INDUSTRY FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO ALL PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. NYC CARPENTERS RELIEF AND CHARITY FUND 395 HUDSON STREET NEW YORK NY 10014 133490897 CHARITABLE ORGANIZATION NY 501(C)(3) LINE 10 0 NYCDCC PENSION FUND 395 HUDSON STREET NEW YORK NY 10014 510174276 PENSION FUND NY 501(A) N/A 0 NYCDCC ANNUITY FUND 395 HUDSON STREET NEW YORK NY 10014 510174279 PENSION FUND NY 501(A) N/A 0 NYCDCC WELFARE FUND 395 HUDSON STREET NEW YORK NY 10014 135615576 HEALTH AND WELFARE BENEFIT FUND NY 501(C)(9) N/A 0 RETIREMENT AND PENSION FUND FOR OFFICERS 395 HUDSON STREET NEW YORK NY 10014 510167964 PENSION FUND NY 501(A) N/A 0 CARP CONTRACTOR ALLIANCE OF METRO NY 245 5TH AVE-SUITE 901 NEW YORK NY 10016 562410898 LABOR MANAGEMENT ORGANIZATION NY 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 NYCDCC PENSION FUND K 2972978 CASH PAID NYCDCC WEFARE FUND P 1176231 CASH PAID