UNITED PLANT & PRODUCTION WORKERS LOCAL 175 WELFARE FUND: Form 990, tax year 2019
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- Organization
- UNITED PLANT & PRODUCTION WORKERS LOCAL 175 WELFARE FUND (EIN 13-4321969)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-10
- IRS object ID
- 202141309349301764
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-10T12:20:51-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOANN SCHIRRIPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 RIDGEVIEW LANE | AddressLine1Txt |
| City | GREENLAWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11743 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134321969 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED PLANT & PRODUCTION | BusinessNameLine1Txt |
| Business Name Line2 | WORKERS L175 WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5164873110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 MINEOLA AVENUE | AddressLine1Txt |
| City | ROSLYN HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11577 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COSTANTINO SEMINATORE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5164873110 | PhoneNum |
| Signature | 2021-05-10 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOANN SCHIRRIPA CPA | PreparerPersonNm |
| PTIN | P01540425 | PTIN |
| Preparation | 2021-04-29 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | COSTANTINO SEMINATORE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 MINEOLA AVE | AddressLine1Txt |
| City | ROSLYN HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11577 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $53,385,055 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | MULTI -EMPLOYER WELFARE FUND CREATED TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDANTS | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $10,129,378 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,348,151 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,626,207 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,112,102 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $11,755,585 | PYTotalRevenueAmt |
| CY Total Revenue | $13,460,253 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $8,011,971 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $7,616,858 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $436,911 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $514,016 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $608,317 | PYOtherExpensesAmt |
| CY Other Expenses | $720,943 | CYOtherExpensesAmt |
| PY Total Expenses | $9,057,199 | PYTotalExpensesAmt |
| CY Total Expenses | $8,851,817 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,698,386 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,608,436 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $34,999,620 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,734,599 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $384,895 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $280,547 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $34,614,725 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $39,454,052 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MULTI -EMPLOYER WELFARE FUND CREATED TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDANTS | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $10,050 | ExpenseAmt |
| Desc | MULTI -EMPLOYER WELFARE FUND CREATED TO PROVIDE HEALTH AND WELFARE BENEFITS | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,841,767 | ExpenseAmt |
| Desc | MULTI -EMPLOYER WELFARE FUND CREATED TO PROVIDE HEALTH AND | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $8,841,767 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $8,851,817 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED PLANT & PRODUCTION WORKERS | BusinessNameLine1Txt |
| Business Name Line2 | LOCAL 175 WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5164873110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 MINEOLA AVENUE | AddressLine1Txt |
| City | ROSLYN HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11577 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Institutional TrusteeInstitutionalTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| ANTHONY FRANCO | ||||||||
| FUNDS ADMIN | 14.00 | 26.00 | Yes (X) | $465,269 | $0 | $80,766 | ||
| CALOGERO FALZONE | ||||||||
| TRUSTEE | $0 | $0 | $0 | Yes (X) | ||||
| CHARLES PRIOLO | ||||||||
| TRUSTEE | $0 | $0 | $0 | Yes (X) | ||||
| COSTANTINO SEMINATORE | ||||||||
| TRUSTEE | $0 | $0 | $0 | Yes (X) | ||||
| JAMES KILKENNY | ||||||||
| EMPLOYER TRU | $0 | $0 | $0 | Yes (X) | ||||
| JOSEPH MARANDO | ||||||||
| EMPLOYER TRU | $0 | $0 | $0 | Yes (X) | ||||
| JOSEPH SANTO | ||||||||
| EMPLOYER TRU | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $465,269 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $80,766 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER SMITH PLLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LIBERTY PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LEGAL | ServicesDesc |
| Compensation | $237,927 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $11,348,151 | MembershipDuesAmt |
| Total Contributions | $11,348,151 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $816,036 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $224,032 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $592,004 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,220,868 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,924,802 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,296,066 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,296,066 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,296,066 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,460,253 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,520,098 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $592,004 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,616,858 | TotalAmt |
| Program Services | $7,616,858 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,871 | TotalAmt |
| Program Services | $390,871 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,050 | TotalAmt |
| Program Services | $10,050 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,291 | TotalAmt |
| Program Services | $89,291 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,804 | TotalAmt |
| Program Services | $23,804 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,434 | TotalAmt |
| Program Services | $350,434 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,850 | TotalAmt |
| Program Services | $25,850 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,192 | TotalAmt |
| Program Services | $120,192 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,155 | TotalAmt |
| Program Services | $123,155 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,984 | TotalAmt |
| Program Services | $17,984 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $680 | TotalAmt |
| Program Services | $680 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,313 | TotalAmt |
| Program Services | $28,313 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,144 | TotalAmt |
| Program Services | $5,144 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,442 | TotalAmt |
| Program Services | $21,442 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| AUTO RENTAL & EXPENSE | $11,367 | $11,367 |
| PAYROLL PROCESSING FEES | $6,533 | $6,533 |
| TELEPHONE | $5,042 | $5,042 |
| UTILITIES | $3,771 | $3,771 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,036 | TotalAmt |
| Program Services | $1,036 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,851,817 | TotalAmt |
| Program Services | $8,851,817 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $740,782 | BOYAmt |
| EOY | $1,555,459 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,180,073 | BOYAmt |
| EOY | $4,212,746 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,365,232 | BOYAmt |
| EOY | $1,185,260 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,290 | BOYAmt |
| EOY | $22,310 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $600 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $900 | BOYAmt |
| EOY | $600 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,538,416 | BOYAmt |
| EOY | $31,684,871 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,149,927 | BOYAmt |
| EOY | $1,073,353 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,999,620 | BOYAmt |
| EOY | $39,734,599 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,832 | BOYAmt |
| EOY | $106,189 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,063 | BOYAmt |
| EOY | $174,358 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $384,895 | BOYAmt |
| EOY | $280,547 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,614,725 | BOYAmt |
| EOY | $39,454,052 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,614,725 | BOYAmt |
| EOY | $39,454,052 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,999,620 | BOYAmt |
| EOY | $39,734,599 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,608,436 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $230,891 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO BROKER | Desc |
| Amt | $174,358 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $174,358 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $13,460,253 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $13,460,253 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $13,460,253 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,851,817 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $8,851,817 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $8,851,817 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY FRANCO | PersonNm |
| Title | FUNDS ADMIN | TitleTxt |
| Base Compensation Filing Org | $465,269 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $80,766 | DeferredCompensationFlngOrgAmt |
| Total Compensation Filing Org | $546,035 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | MULTI -EMPLOYER WELFARE FUND CREATED TO PROVIDE HEALTH AND |
| FORM 990, PAGE 6, PART VI, LINE 11B | REVIEWD BY FUND ADMINISTRATOR. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THROUGH DIRECTORS ANNUAL DISCLOSURE STATEMENTS |
| FORM 990, PAGE 6, PART VI, LINE 15A | APPROVAL BY BOARD OF TRUSTEES |
| FORM 990, PAGE 6, PART VI, LINE 15B | APRROVAL BY BOARD OF TRUSTEES |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO PUBLIC UPON REQUEST AND THROUGH PUBLIC DISCLOSURE (FORM 5500) |
| FORM 990, PART XI, LINE 9 | UNREALIZED APPRECIATION IN FAIR VALUE OF INVESTMEN 230,891 DEPRECIATION 0 TOTAL 230,891 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Business Name Line2DisregardedEntityName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| UPPW ANNUITY | |||||||||
| UNION LOCAL 175 ANNUITY FUND | 99 MINEOLA AVENUE | ROSLYN | NY | 11577 | 203143138 | BENEFIT FD | 501C | N/A | false |
| UPPW PENSION | |||||||||
| UNION LOCAL 175 PENSION FUND | 99 MINEOLA AVENUE | ROSLYN | NY | 11577 | 203143185 | BENEFIT FD | 501C | N/A | false |
| CONSTRUCTION COUNCIL 175 | |||||||||
| CONSTRUCTION COUNCIL 175 UNION | 99 MINEOLA AVENUE | ROSLYN | NY | 11577 | 202930626 | BENEFIT FD | 501C | N/A | false |
| UPPW APPRENTICE | |||||||||
| UNION LOCAL 175 APPRENTICE FUND | 99 MINEOLA AVENUE | ROSYLN | NY | 11577 | 134321969 | BENEFIT FD | 501C | N/A | false |
| IJUAT BENEFIT FUND | |||||||||
| IUJATLOCAL 175 BENEFIT FUND | 99 MINEOLA AVENUE | ROSLYN | NY | 11577 | 261392994 | BENEFIT FU | 501C | N/A | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATTACHED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (14 entries)
| Business Name Line2OtherOrganizationName/BusinessNameLine2Txt | Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|---|
| UPPW PENSION | |||
| UPPW PENSION | O | $270,072 | ALLOCATED TIME |
| UPPW APPRENTICE | |||
| UPPW APPRENTICE | O | $70,283 | ALLOCATED TIME |
| UPPW ANNUITY | |||
| UPPW ANNUITY | O | $97,030 | ALLOCATED TIME |
| CONSTRUCTION COUNCIL 175 | |||
| CONSTRUCTION COUNCIL 175 | O | $106,220 | ALLOCATED TIME |
| UPPW PENSION | |||
| UPPW PENSION | N | $8,438 | SQUARE FOOTAGE |
| UPPW ANNUITY | |||
| UPPW ANNUITY | N | $2,953 | SQUARE FOOTAGE |
| CONSTRUCTION COUNCIL 175 | |||
| CONSTRUCTION COUNCIL 175 | N | $22,457 | SQUARE FOOTAGE |
| UPPW PENSION | |||
| UPPW PENSION | Q | $212,404 | ALLOCATED TIME |
| UPPW APPRENTICE | |||
| UPPW APPRENTICE | Q | $29,453 | ALLOCATED TIME |
| UPPW ANNUITY | |||
| UPPW ANNUITY | Q | $44,784 | ALLOCATED TIME |
| CONSTRUCTION COUNCIL 175 | |||
| CONSTRUCTION COUNCIL 175 | Q | $21,036 | ALLOCATED TIME |
| IUJAT LOCAL 175 BENEFIT FUND | |||
| IUJAT LOCAL 175 BENEFIT FUND | O | $34,942 | ALLOCATED TIME |
| IUJAT LOCAL 175 BENEFIT FUND | |||
| IUJAT LOCAL 175 BENEFIT FUND | N | $3,403 | SQUARE FOOTAGE |
| IUJAT LOCAL 175 BENEFIT FUND | |||
| IUJAT LOCAL 175 BENEFIT FUND | Q | $6,871 | ALLOCATED TIME |
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