STRATEGY STUDIO / PUBLIC DATA EXPLORER

THEATRICAL TEAMSTERS LOCAL 817 WELFARE FUND: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THEATRICAL TEAMSTERS LOCAL 817 WELFARE FUND (EIN 13-6210566)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-10
IRS object ID
202313149349303771
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2023-11-10T13:13:48-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222951202PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MSPC CPAS & ADVISORS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1340 NORTH AVENUE EASTAddressLine1Txt
CityCRANFORDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP070162496ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136210566EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOCAL 817 IBT WELFARE FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOCABusinessNameControlTxt
Phone5163653470PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1817 OLD CUTTERMILL ROADAddressLine1Txt
CityGREAT NECKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11021ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS J O'DONNELLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5163653470PhoneNum
Signature2023-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTHOMASPersonFirstNm
Person LastODONNELLPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJON S GAGLIARDI CPAPreparerPersonNm
PTINP00528721PTIN
Phone9082727000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTHOMAS J O'DONNELLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1817 OLD CUTTERMILL ROADAddressLine1Txt
CityGREAT NECKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11021ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$106,533,799GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1964FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO PROVIDE WELFARE BENEFITS TO PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee1416TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$42,199,150PYProgramServiceRevenueAmt
CY Program Service Revenue$47,144,697CYProgramServiceRevenueAmt
PY Investment Income$4,113,402PYInvestmentIncomeAmt
CY Investment Income$4,758,156CYInvestmentIncomeAmt
PY Other Revenue$1,908,083PYOtherRevenueAmt
CY Other Revenue$205,610CYOtherRevenueAmt
PY Total Revenue$48,220,635PYTotalRevenueAmt
CY Total Revenue$52,108,463CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$40,027,672PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$45,845,848CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$517,073PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$529,778CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$370,408PYOtherExpensesAmt
CY Other Expenses$370,697CYOtherExpensesAmt
PY Total Expenses$40,915,153PYTotalExpensesAmt
CY Total Expenses$46,746,323CYTotalExpensesAmt
PY Revenues Less Expenses$7,305,482PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,362,140CYRevenuesLessExpensesAmt
Total Assets BOY$104,428,810TotalAssetsBOYAmt
Total Assets EOY$96,982,997TotalAssetsEOYAmt
Total Liabilities BOY$4,165,238TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,751,253TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$100,263,572NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$92,231,744NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE WELFARE FUND PROVIDES HEALTH & WELFARE BENEFITS, HOLIDAY PAY, VACATION PAY, DEATH BENEFITS,AND DISABILITY BENEFITS TO ELIGIBLE MEMBERS. THERE WERE 1,224 PARTICIPANTS AT DECEMBER 31, 2022.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1416EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KATHLEEN KREINBIHLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5163653470PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1817 OLD CUTTERMILL RDAddressLine1Txt
CityGREAT NECKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11021ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
ALLAN KRAHIEH
TRUSTEE2.00Yes (X)$0$0$0
THOMAS JO'DONNELL
TRUSTEE2.00Yes (X)$0$296,532$114,34960.00
GREGG CARLESIMO
TRUSTEE2.00Yes (X)$0$0$0
FRANCIS J CONNOLLY JR
TRUSTEE2.00Yes (X)$0$277,688$108,05260.00
BRIAN SALOMONE
TRUSTEE1.00Yes (X)$0$229,727$89,26850.00
KATHLEEN KREINBIHL
FUND ADMINISTRATOR19.00$145,622$114,093$85,70616.00Yes (X)
CHRISTOPHER O'DONNELL
ASSOCIATE FUND ADMINISTRAT30.00$118,565$16,938$44,7165.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$264,187TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$934,978TotReportableCompRltdOrgAmt
Total Other Compensation$442,091TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AETNA INC
4300 CENTREWAY PLARLINGTONTX76018PRESCRIPTION BENEFITS$5,591,837
AAIC PREMIUM ESL
555 COLLEGE ROAD EASTPRINCETONNJ08540STOP-LOSS INSURANCE$2,889,944
HARTFORD HEALTHCARE
100 PEARL STREETHARTFORDCT06103HEALTH BENEFITS$974,081
DAVIS VISION
175 EAST HOUSTON STREETSAN ANTONIOTX78205OPTICAL BENEFITS$146,223
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$47,015,757$47,015,757
COBRA CONTRIBUTIONS525100$128,940$128,940
FieldValueIRS element (for citing)
Total Program Service Revenue$47,144,697TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$393,568TotalRevenueColumnAmt
Exclusion$393,568ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$58,789,924SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$54,425,336SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,364,588SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,364,588TotalRevenueColumnAmt
Exclusion$4,364,588ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
DRUG SUBSIDY900099$108,817$108,817
PPP LOAN FORGIVENESS900099$90,400$90,400
MISCELLANEOUS900099$6,393$6,393
FieldValueIRS element (for citing)
Other Revenue Total$205,610OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$52,108,463TotalRevenueColumnAmt
Related Or Exempt Func Income$47,350,307RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$4,758,156ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$45,845,848TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$264,187TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$98,369TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$31,703TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$108,819TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$26,700TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,177TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$47,133TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$131,017TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$48,946TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$18,676TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$29,806TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$19,857TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,522TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,399TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$17,949TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$28,685TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
PCORI FEE$9,657
BANK CHARGES$4,791
DUES & MEMBERSHIPS$1,365
TELEPHONE$717

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$46,746,323TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,596,003BOYAmt
EOY$4,893,850EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$296,495BOYAmt
EOY$1,085,044EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,152,815BOYAmt
EOY$3,257,257EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$102,731BOYAmt
EOY$19,052EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$116,814LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$85,162LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$49,601BOYAmt
EOY$31,652EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$95,231,165BOYAmt
EOY$87,683,147EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$12,995EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$104,428,810BOYAmt
EOY$96,982,997EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$292,638BOYAmt
EOY$287,153EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,872,600BOYAmt
EOY$4,464,100EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,165,238BOYAmt
EOY$4,751,253EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$100,263,572BOYAmt
EOY$92,231,744EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$100,263,572BOYAmt
EOY$92,231,744EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$104,428,810BOYAmt
EOY$96,982,997EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$5,362,140ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$13,393,968NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$74,961OtherCostOrOtherBasisAmt
Depreciation$74,509DepreciationAmt
Book Value$452BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$41,853OtherCostOrOtherBasisAmt
Depreciation$10,653DepreciationAmt
Book Value$31,200BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$31,652TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescBENEFIT OBLIGATIONS PAYABLEDesc
Amt$4,464,100Amt
FieldValueIRS element (for citing)
Total Liability$4,464,100TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$38,583,478TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$13,393,968NetUnrealizedGainsInvstAmt
Revenue Not Reported-$13,393,968RevenueNotReportedAmt
Revenue Subtotal$51,977,446RevenueSubtotalAmt
Investment Expenses Not Incld$131,017InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$131,017RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$52,108,463TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$46,023,806TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$46,023,806ExpensesSubtotalAmt
Investment Expenses Not Incld2$131,017InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$591,500OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$722,517ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$46,746,323TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S NET ASSESTS IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC") AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE AND THE PLAN'S MANAGEMENT BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO OPERATE AS DESIGNED. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. PLAN MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2022 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
PART XII, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN CLAIMS PAYABLE 591,500.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
THOMAS JO'DONNELL
TRUSTEE$0$296,532$0$0$0$0$0$35,259$0$79,090$0$410,881$0$0
FRANCIS J CONNOLLY JR
TRUSTEE$0$277,688$0$0$0$0$0$33,277$0$74,775$0$385,740$0$0
KATHLEEN KREINBIHL
FUND ADMINISTRATOR$145,622$114,093$0$0$0$0$17,475$13,691$30,581$23,959$193,678$151,743$0$0
BRIAN SALOMONE
TRUSTEE$0$229,727$0$0$0$0$0$27,492$0$61,776$0$318,995$0$0
CHRISTOPHER O'DONNELL
ASSOCIATE FUND ADMINISTRAT$118,565$16,938$0$0$0$0$14,228$2,032$24,899$3,557$157,692$22,527$0$0

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
CHRISTOPHER O'DONNELL
FAMILY MEMBER$118,565EMPLOYEE COMPENSATION0
NICHOLAS BERTO
FAMILY MEMBER$48,416EMPLOYEE COMPENSATION0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, PART IV, LINE A AND BFormAndLineReferenceDesc
ExplanationCHRISTOPHER O'DONNELL IS THE SON OF THOMAS J. O'DONNELL WHO IS AN EMPLOYEE TRUSTEE LISTED IN PART VII. HE RECEIVED EMPLOYEE COMPENSATION OF $118,565 AND $39,127 OF BENEFITS WERE PAID ON HIS BEHALF DURING 2022 FROM THIS ORGANIZATION.NICHOLAS BETRO IS THE NEPHEW OF KATHLEEN KREINBIHL WHO IS THE FUND ADMINISTRATOR LISTED IN PART VII. HE RECEIVED EMPLOYEE COMPENSATION OF $48,416 AND $15,977 OF BENEFITS WERE PAID ON HIS BEHALF DURING 2022 FROM THIS ORGANIZATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2THE EMPLOYER TRUSTEES ARE EMPLOYED BY COMPANIES THAT HAVE COLLECTIVE BARGAINING AGREEMENTS WITH THEATRICAL TEAMSTERS LOCAL UNION NO. 817. IN WHICH THE EMPLOYEE TRUSTEES ARE OFFICERS. MEMBERS OF THE LOCAL UNION ARE EMPLOYED BY THE EMPLOYER TRUSTEES' COMPANIES AND THE TERMS AND CONDITIONS OF THAT EMPLOYMENT ARE NEGOTIATED BY THE EMPLOYERS AND THE LOCAL UNION IN THE COLLECTIVE BARGAINING PROCESS.
FORM 990, PART VI, SECTION A, LINE 7AEMPLOYEE TRUSTEES ARE APPOINTED BY THE EXECUTIVE BOARD OF THE IBT LOCAL UNION NO. 817. EMPLOYER TRUSTEES ARE APPPOINTED BY THE EMPLOYERS HAVING COLLECTIVE BARGAINING AGREEMENTS WITH IBT LOCAL UNION NO. 817.
FORM 990, PART VI, SECTION A, LINE 8BNO OTHER COMMITTEES EXIST WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED BY THE FUND ADMINISTRATOR AND SEVERAL TRUSTEES PRIOR TO FILING.
FORM 990, PART VI, SECTION C, LINE 18THE ORGANIZATION WILL FURNISH A COPY OF FORM 990 UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST.
FORM 990, PART XII, LINE 2CTHE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.

Schedule R IRS990ScheduleR

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Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
TEAMSTERS LOCAL 817 PENSION FUND
817 OLD CUTTERMILL RDGREAT NECKNY11021112610489PROVIDES PENSION BENEFITS TO MEMBERSNY501(A)0
TEAMSTERS LOCAL UNION 817
817 OLD CUTTERMILL RDGREAT NECKNY11021130871961LOCAL UNION ACTIVITIESNY501(C)50
THEATRICAL TEAMSTERS 817 WELFARE FUND
817 OLD CUTTERMILL RDGREAT NECKNY11021136210566PROVIDES HEALTH & WELFARE BENEFITS TO MEMBERSNY501(C)90
LOCAL 817 REAL ESTATE HOLDING CORP
817 OLD CUTTERMILL RDGREAT NECKNY11021273438200TITLE HOLDING CORPORATIONSNY501(C)20
THOMAS R O'DONNELL SCHOLARSHIP FUND
817 OLD CUTTERMILL RDGREAT NECKNY11021454635365PROVIDE SCHOLARSHIP BENEFITSNY501(C)30
CARNEGIE HALL
881 SEVENTH AVENEW YORKNY10019131923626VEBA EMPLOYERNY501(C)30

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27 WEST STREETBROOKLYNNY11222VEBA EMPLOYERNYN/A0
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61 BROADWAYNEW YORKNY10006VEBA EMPLOYERNYN/A0
FULL MOON FILMS INC
115 DUMMER STREETBROOKLINEMA02446VEBA EMPLOYERMAN/A0043193780
GIFTED YOUTH
6320 SUNSET BLVDLOS ANGELESCA90028VEBA EMPLOYERCAN/A0
HUNGRY MAN INC
160 VARICK ST 10TH FLNEW YORKNY10013VEBA EMPLOYERNYN/A0134201832
ICONOCLAST
207 N VERMONT AVENUELOS ANGELESCA90004VEBA EMPLOYERCAN/A0
IKA COLLECTIVE AKA IAN N KARR INC
15 EAST 32ND STREET 10TH FLOORNEW YORKNY10016VEBA EMPLOYERNYN/A0133333394
INDEPENDENT MEDIA INC
6950 S CENTINELA AVECULVER CITYCA90230VEBA EMPLOYERCAN/A0
INSIGHT EQUIPMENT INC
32-24 VERNON BLVD ASTORIANEW YORKNY11106VEBA EMPLOYERNYN/A0
JONES BEACH
1 OCEAN PKWYWANTAGHNY11793VEBA EMPLOYERNYN/A0
JULIET BROADWAY
630 9TH AVENUE SUITE 809NEW YORKNY10036VEBA EMPLOYERNYN/A0
KAS LIGHTING INC
34-12 36TH STASTORIANY11106VEBA EMPLOYERNYN/A0113199731
LITTLE MINX INC
77 BLEEKER ST NYNEW YORKNY10012VEBA EMPLOYERNYN/A0814600914
LUNA LIGHTING
203 MESSEROLE AVEBROOKLYNNY11222VEBA EMPLOYERNYN/A0113322000
MINTED CONTENT INC
3100 DONALD DOUGLAS LOOP NORTH STESANTA MONICACA90405VEBA EMPLOYERCAN/A0
MODELOGIC INC
2501 E BROAD STREETRICHMONDVA23223VEBA EMPLOYERVAN/A0541685838
MORTON JANKEL ZANDER INC
2201 CARMELINA AVELOS ANGELESCA90064VEBA EMPLOYERCAN/A0954332573
MOXIE PICTURES INC
5890 W JEFFERSON BLVDLOS ANGELESCA90016VEBA EMPLOYERCAN/A0954337052
NMR INC
28 ABEEL ROADMONROE TOWNSHIPNJ08831VEBA EMPLOYERNJN/A0
NONFICTION UNLIMITED INC
197 GRAND STREETNEW YORKNY10013VEBA EMPLOYERNYN/A0
NPI ENTERTAINMENT PAYROLL INC
2550 HOLLYWOOD WAY SUITE 430BURBANKCA91505VEBA EMPLOYERCAN/A0
OLD HARBOR PRODUCTIONS INC
184 EVERETT STALLSTONMA02134VEBA EMPLOYERMAN/A0020634736
PICROW INC
736 SEWARD STLOS ANGELESCA90038VEBA EMPLOYERCAN/A0954823787
PRETTYBIRD PICTURES INC
9905 JEFFERSON BLVDCULVER CITYCA90232VEBA EMPLOYERCAN/A0261525321
PURPLE TALLY PRODUCTIONS INC
PO BOX 1527LAKEVILLEMN55044VEBA EMPLOYERMNN/A0455194554
RAUCOUS CONTENT INC
1241 BIENVENEDA AVEUEPACIFIC PALISADESCA90272VEBA EMPLOYERCAN/A0
RIGGING DYNAMICS INC
557 W WALNUT STREETLONG BEACHNY11561VEBA EMPLOYERNYN/A0263110941
SANCTUARY CONTENT INC
111 W JACKSON RD STE 1525CHICAGOIL60604VEBA EMPLOYERILN/A0
SECOND STAGE THEATRE INC
1501 BROADWAY STE 518NEW YORKNY10036VEBA EMPLOYERNYN/A0
SEEKER PRODUCTIONS INC
360 FURMAN STREET 1207BROOKLYNNY11201VEBA EMPLOYERNYN/A0824098143
SHED NYC INC
545 WEST 30TH STREETNEW YORKNY10001VEBA EMPLOYERNYN/A0
SOMESUCH INC
PO BOX 1714ENCINOCA91416VEBA EMPLOYERCAN/A0
SOMETHING IDEAL INC DBA MISSING PI
836 MANHATTAN AVE STE 2BROOKLYNNY11222VEBA EMPLOYERNYN/A0
SPARE PARTS FILMS INC
13414 CUMPSTON STSHERMAN OAKSCA91401VEBA EMPLOYERCAN/A0562523185
STATION FILM INC
37 GREENPOINT AVE STE A4ABROOKLYNNY11222VEBA EMPLOYERNYN/A0261447291
SUPPLY & DEMAND INC
304 SPRING STNEW YORKNY10013VEBA EMPLOYERNYN/A0030439105
TASTE IN MOTION INC
304 SPRING STREET 1WNEW YORKNY10013VEBA EMPLOYERNYN/A0
TOOL OF NORTH AMERICA
2210 BROADWAYSANTA MONICACA90404VEBA EMPLOYERCAN/A0954686032
TOP KNOTCH PRODUCTIONS INC
6143 186TH STFRESH MEADOWSNY113652710VEBA EMPLOYERNYN/A0113383636
UNITED STAGE ASSOCIATES INC
351 HUGUENOT STNEW ROCHELLENY10801VEBA EMPLOYERNYN/A0
UNLIMITED PRODUCTIONS INC
445 PARK AVE NY NY 10022NEW YORKNY10022VEBA EMPLOYERNYN/A0133954515
WALKING WITH GHOSTS BORADWAY INC
C/O WAGNER JOHNSON PRODUCTIONS 130NEW YORKNY10036VEBA EMPLOYERNYN/A0910291251
ZAMBRANA PRODUCTIONS INC
PO BOX 2022LONG ISLAND CITYNY11102VEBA EMPLOYERNYN/A0113485878
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, PART VIIFormAndLineReferenceDesc
ExplanationCONTRIBUTING EMPLOYERS SCHEDULE R PARTS II,III, IV- WITH REGARD TO CONTRIBUTING EMPLOYERS TO THE VEBA, THE 990 SCHEDULE R REFLECTS ALL INFORMATION TO DATE FOR THIS FILING AND THE PLAN IS CONTINUING THE PROCESS OF GATHERING INFORMATION WHICH WILL BE MAINTAINED AT THE PLAN'S OFFICE.ExplanationTxt