UNITED PLANT & PRODUCTION WORKERS LOCAL 175 WELFARE FUND: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNITED PLANT & PRODUCTION WORKERS LOCAL 175 WELFARE FUND (EIN 13-4321969)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-12
- IRS object ID
- 201511329349303801
- Schema version
- 2013v4.0
- 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 | 2015-05-12T14:32:06-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOANN SCHIRRIPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 RIDGEVIEW LANE | AddressLine1 |
| City | GREENLAWN | City |
| State | NY | State |
| ZIP Code | 11743 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | WORKERS L175 WELFARE FUND | BusinessNameLine2 |
| 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 | AddressLine1 |
| City | ROSLYN HEIGHTS | City |
| State | NY | State |
| ZIP Code | 11577 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COSTANTINO SEMINATORE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5164873110 | PhoneNum |
| Signature | 2015-05-07 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOANN SCHIRRIPA CPA | PreparerPersonNm |
| PTIN | P01540425 | PTIN |
| Preparation | 2015-05-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | 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 | AddressLine1 |
| City | ROSLYN HEIGHTS | City |
| State | NY | State |
| ZIP Code | 11577 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,956,147 | 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 | 4 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $6,414,027 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,525,672 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $438,968 | PYInvestmentIncomeAmt |
| CY Investment Income | $766,101 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $6,852,995 | PYTotalRevenueAmt |
| CY Total Revenue | $10,291,773 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $3,793,793 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $4,724,879 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $283,301 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $302,436 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $627,173 | PYOtherExpensesAmt |
| CY Other Expenses | $633,041 | CYOtherExpensesAmt |
| PY Total Expenses | $4,704,267 | PYTotalExpensesAmt |
| CY Total Expenses | $5,660,356 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,148,728 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,631,417 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,521,361 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,641,684 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $86,863 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $69,581 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,434,498 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,572,103 | 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 |
| 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 | $5,660,356 | ExpenseAmt |
| Desc | MULTI -EMPLOYER WELFARE FUND CREATED TO PROVIDE HEALTH AND | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,660,356 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $5,660,356 | 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 4 | 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 |
| 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 | BusinessNameLine1 |
| Business Name Line2 | LOCAL 175 WELFARE FUND | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5164873110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 MINEOLA AVENUE | AddressLine1 |
| City | ROSLYN HEIGHTS | City |
| State | NY | State |
| ZIP Code | 11577 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| COSTANTINO SEMINATORE | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH MARANDO | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY FRANCO | ||||||
| FUNDS ADMIN | 40.00 | $326,535 | $0 | $75,700 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $326,535 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $75,700 | 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 | ROBINSON BROG LEINWAND GREENE GENEVO | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 875 THIRD AVE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LEGAL | ServicesDesc |
| Compensation | $346,867 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $9,525,672 | MembershipDuesAmt |
| Total Contributions | $9,525,672 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $295,291 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,788 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $293,503 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,135,184 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,664,374 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $470,810 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $470,810 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $470,810 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,291,773 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $472,598 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $293,503 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,724,879 | TotalAmt |
| Program Services | $4,724,879 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,273 | TotalAmt |
| Program Services | $237,273 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,275 | TotalAmt |
| Program Services | $10,275 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,939 | TotalAmt |
| Program Services | $39,939 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,949 | TotalAmt |
| Program Services | $14,949 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,070 | TotalAmt |
| Program Services | $305,070 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,775 | TotalAmt |
| Program Services | $18,775 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,353 | TotalAmt |
| Program Services | $45,353 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,559 | TotalAmt |
| Program Services | $167,559 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,272 | TotalAmt |
| Program Services | $17,272 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,809 | TotalAmt |
| Program Services | $12,809 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,774 | TotalAmt |
| Program Services | $24,774 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,829 | TotalAmt |
| Program Services | $2,829 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,708 | TotalAmt |
| Program Services | $4,708 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,778 | TotalAmt |
| Program Services | $10,778 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| AUTO RENTAL & EXPENSE | $12,462 | $12,462 |
| UTILITIES | $3,605 | $3,605 |
| TELEPHONE | $3,588 | $3,588 |
| PAYROLL PROCESSING FEES | $2,190 | $2,190 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,269 | TotalAmt |
| Program Services | $1,269 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,660,356 | TotalAmt |
| Program Services | $5,660,356 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,387,277 | BOYAmt |
| EOY | $2,115,905 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $406,775 | BOYAmt |
| EOY | $42,208 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,529,266 | BOYAmt |
| EOY | $1,944,470 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,307 | BOYAmt |
| EOY | $17,114 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $50,290 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $37,766 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,243 | BOYAmt |
| EOY | $12,524 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,798,134 | BOYAmt |
| EOY | $12,381,308 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $374,359 | BOYAmt |
| EOY | $1,128,155 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,521,361 | BOYAmt |
| EOY | $17,641,684 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,381 | BOYAmt |
| EOY | $67,735 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,482 | BOYAmt |
| EOY | $1,846 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,863 | BOYAmt |
| EOY | $69,581 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,434,498 | BOYAmt |
| EOY | $17,572,103 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,434,498 | BOYAmt |
| EOY | $17,572,103 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,521,361 | BOYAmt |
| EOY | $17,641,684 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,631,417 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $506,188 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM RELATED FUNDS | $1,070,461 |
| ACCRUED INT AND DIVIDENDS | $48,334 |
| SECURITY DEPOSITS | $9,360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,128,155 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED FUNDS | Desc |
| Amt | $1,846 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,846 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $10,752,608 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $506,188 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $506,188 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,246,420 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $45,353 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $45,353 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,291,773 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,615,003 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $5,615,003 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $45,353 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $45,353 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,660,356 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 | $326,535 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $55,670 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $20,030 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $402,235 | 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 0 DEPRECIATION 0 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Business Name Line2DisregardedEntityName/BusinessNameLine2 | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 |
| UPPW UNION | |||||||||
| UNION LOCAL 175 UNION FUND | 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 |
| IUJAT | |||||||||
| IUJAT LOCAL 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 | BusinessNameLine1 |
| 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 (15 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UPPW PENSION | ||
| O | $150,564 | ALLOCATED TIME |
| UPPW APPRENTICE | ||
| O | $58,954 | ALLOCATED TIME |
| UPPW ANNUITY | ||
| O | $18,644 | ALLOCATED TIME |
| UPPW UNION | ||
| O | $34,075 | ALLOCATED TIME |
| UPPW PENSION | ||
| N | $5,912 | SQUARE FOOTAGE |
| UPPW APPRENTICE | ||
| N | $3,154 | SQUARE FOOTAGE |
| UPPW ANNUITY | ||
| N | $1,970 | SQUARE FOOTAGE |
| UPPW UNION | ||
| N | $18,192 | SQUARE FOOTAGE |
| UPPW PENSION | ||
| Q | $188,312 | ALLOCATED TIME |
| UPPW APPRENTICE | ||
| Q | $32,108 | ALLOCATED TIME |
| UPPW ANNUITY | ||
| Q | $10,820 | ALLOCATED TIME |
| UPPW UNION | ||
| Q | $17,878 | ALLOCATED TIME |
| IUJAT LOCAL 175 BENEFIT FUND | ||
| O | $20,753 | ALLOCATED TIME |
| IUJAT LOCAL 175 BENEFIT FUND | ||
| N | $3,032 | SQUARE FOOTAGE |
| IUJAT LOCAL 175 BENEFIT FUND | ||
| Q | $5,565 | ALLOCATED TIME |
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