2011-07-29T09:35:29-05:00 2010-12-31 BERNARD KOTKIN & COMPANY LLP 533 SOUTH FREMONT AVENUE SUITE 802 LOS ANGELES CA 90071 990 2010-01-01 952106266 SOUTHWEST CARPENTERS TRAINING FUND SOUT 2133868590 533 SOUTH FREMONT AVENUE LOS ANGELES CA 90071 RONALD SCHOEN 2133868590 2011-07-28 VINCENT P ROGERS 2138929090 2010 2016-02-24 21:20:13Z RONALD SCHOEN 533 SFREMONT AVENUE LOS ANGELES CA 90071 27175498 0 X N/A X 1958 CA TO PROVIDE EDUCATION AND TRAINING 15 15 97 0 0 0 0 0 30236603 20129977 1009260 827477 0 0 31245863 20957454 0 0 0 0 13521097 9691112 0 0 0 15321521 14238911 28842618 23930023 2403245 -2972569 59965658 57034134 1891575 828567 58074083 56205567 TO PROVIDE APPRENTICESHIP TRAINING. 0 0 23273003 TO PROVIDE EDUCATION AND TRAINING TO APPROXIMATELY 7,000 MEMBERS WHO ARE TO BECOME CARPENTERS APPRENTICES FOR JOB SITE CONSTRUCTION. 23273003 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 16 0 97 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 CA X CARPENTERS SOUTHWEST ADMIN CORP 2133868590 533 S FREMONT AVE LOS ANGELES CA 90071 MARK FURMAN 1.00 X 0 0 0 RICHARD HARRIS 1.00 X 0 0 0 DOUGLAS MCCARRON 1.00 X 0 0 0 CURTIS CONYERS JR 1.00 X 0 0 0 JD HERRON 1.00 X 0 0 0 RICHARD L POZZO 1.00 X 0 0 0 JAMES K BERNSEN 1.00 X 0 0 0 FLOYD CLAY 1.00 X 0 0 0 TRAVIS WINSOR 1.00 X 0 0 0 MIKE MCCARRON 1.00 X 0 0 0 GORDEN HUBEL 1.00 X 0 0 0 BETH HANSEN 1.00 X 0 0 0 WAYNE CATALANO 1.00 X 0 0 0 MARK THURMAN 1.00 X 0 0 0 PERRY EIMAN 1.00 X 0 0 0 ED RIPLEY 40.00 X 164905 0 14650 RONALD SCHOEN 40.00 X 0 233640 27582 164905 233640 42232 1 0 1 0 KIM FERGUSSON 11455 PINE TREE LANE STANTON CA 90680 COORDINATOR 103012 1 EMPLOYER CONTRIBUTIONS 900099 14236070 14236070 COST AGREEMENT REIMBUR 900099 3567197 3567197 CONTRIBUTIONS FROM CCC 900099 1994155 1994155 REIMB. FOR TRAINING FA 900099 319263 319263 LIQUIDATED DAMAGES 900099 13292 13292 20129977 879192 879192 6079777 86552 6154747 63297 -74970 23255 -51715 -51715 20957454 20957454 0 0 267917 267917 7074018 7074018 750298 750298 984143 984143 614736 614736 119336 119336 41090 41090 79288 79288 4501303 4501303 1236603 1236603 77794 69634 8160 44179 44179 2228478 2228478 JANITORIAL & MAINTENANC 1379199 1379199 JOURNEYMEN TRAINING CEN 848194 848194 MANIPULATIVE MATERIALS 840975 840975 UTILITIES EXPENSE 674168 674168 ADMINISTRATIVE SERVICES 439628 439628 1728676 1679870 48806 23930023 23273003 657020 0 1436 1460 23990127 21370077 3560550 2564614 90771 90771 104737 73942 27724421 18921260 10211743 8803161 21890301 23999663 56532 72315 59461 58131 59965658 57034134 603595 457087 1120421 167559 371480 1891575 828567 X 0 0 0 0 58074083 56205567 58074083 56205567 59965658 57034134 X -2972569 1104053 X X 0 1 1 X 0 513006 513006 4953951 1601723 3352228 22257464 17319537 4937927 8803161 DUE TO CARPENTERS SOUTHWEST ADMIN CORP. 129503 DUE TO BROKERS 241977 371480 20957454 23930023 -2972569 1104053 1104053 -1868516 22061507 1104053 1104053 20957454 0 20957454 23930023 0 23930023 0 23930023 X 0 0 0 ED RIPLEY 164905 0 0 0 0 0 0 0 14650 0 179555 0 0 0 RONALD SCHOEN 0 225390 0 0 0 8250 0 20377 0 7205 0 261222 0 0 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY RONALD SCHOEN, EXECUTIVE ADMINISTRATOR. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATIONAL DOCUMENTS AND FINANCIAL INFORMATION ARE AVAILABLE BY APPOINTMENT AT THE ADMINISTRATORS OFFICE. FORM 990; PART XI; LINE 2 C: THE BOARD OF TRUSTEES APPROVE THE AUDITED FINANCIAL STATEMENTS AT THEIR ANNUAL TRUSTEES' MEETING. THE ANNUAL AUDITORS' ENGAGEMENTS ARE APPROVED BY THE BOARD OF TRUSTEES. CARPENTERS-CONTRACTORS COOPERATION COMMITTEE 533 SOUTH FREMONT LOS ANGELES CA 90071 954121672 TO IMPROVE CONDITIONS OF THOSE ENGAGED IN CARPENTRY INDUSTRY CA 501 (C)(5) NONE NONE 0 CALIFORNIA DRYWALLLATHING INDUSTRY LABOR MNGMNT COOPERATION COMM INC 533 SOUTH FREMONT LOS ANGELES CA 90071 953885928 TO IMPROVE LABOR MANAGEMENT RELATIONSHIPS CA 501 (C)(6) NONE NONE 0 SOUTHWEST CARPENTERS PENSION TRUST 533 SOUTH FREMONT LOS ANGELES CA 90071 956042875 TO PROVIDE PENSION BENEFITS CA 401 (A) NONE NONE 0 SOUTHWEST CARPENTERS VACATION TRUST 533 SOUTH FREMONT LOS ANGELES CA 90071 956042279 TO PROVIDE VACATION BENEFITS CA 501 (C)(9) NONE NONE 0 SOUTHWEST CARPENTERS HEALTH AND WELFARE TRUST 533 SOUTH FREMONT LOS ANGELES CA 90071 956042873 TO PROVIDE MEDICAL AND DENTAL BENEFITS CA 501 (C)(9) NONE NONE 0 CARPENTERS SOUTHWEST ADMINISTRATIVE CORPORATION 533 SOUTH FREMONT AVE LOS ANGELES CA 90071 953687194 TO PROVIDE ADMINISTRATIVE SERVICES CA NONE C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 CARPENTERS-CONTRACTORS COOPERATION COMMITTEE R 1301421 TRUST AGREEMENT CALIFORNIA DRYWALLLATHING INDUSTRY LABOR MNGMNT COOPERATION COMM INC R 512734 TRUST AGREEMENT CARPENTERS SOUTHWEST ADMINISTRATIVE CORPORATION O 439628 PERCENTAGE ALLOCATION