2022-03-03T11:29:27-06:00 2021-06-30 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2020-07-01 132583087 NYCDCC APPRENTICESHIP JOURNEYMAN RETRAINING EDUCATIONAL & INDUSTRY FUND NYCD 2123667300 395 HUDSON STREET NEW YORK NY 10014 KRISTIN O'BRIEN FOWLKES EXECUTIVE DIRECTOR 2123667300 2022-03-03 1 KRISTIN OBRIEN FOWLKES 999009999 CAROL WESTFALL P00539069 6312734778 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z KRISTIN O'BRIEN FOWLKES 395 HUDSON STREET NEW YORK NY 10014 12953579 0 X NYCCARPENTERSTRAININGCENTER.ORG X 1966 NY THE PURPOSE OF THE PLAN IS TO PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 11 11 65 0 0 0 1068545 935205 12311193 11478990 629692 469775 80171 69609 14089601 12953579 0 0 0 0 7914306 8464156 0 0 0 6262654 6224018 14176960 14688174 -87359 -1734595 36872655 38681713 3810471 3402355 33062184 35279358 THE PURPOSE OF THE PLAN IS TO PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 0 0 12689718 11478990 THE PURPOSE OF THE PLAN IS TO PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 12689718 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 22 0 1 65 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X BOARD OF TRUSTEES 2123667300 395 HUDSON STREET NEW YORK NY 10014 DAVID MEBERG EMP TRUSTEE-CO CHAIRMAN 2.00 0.00 X 0 0 0 KEVIN O'CALLAGHAN EMP TRUSTEE 2.00 0.00 X 0 0 0 JOHN DELOLLIS EMP TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL SALGO EMP TRUSTEE 2.00 0.00 X 0 0 0 JOHN O'HARE EMP TRUSTEE 2.00 0.00 X 0 0 0 JOSEPH GEIGER UN TSTE-CHAIRM 2.00 0.00 X 0 0 0 JOHN SHEEHY UNION TRUSTEE 2.00 0.00 X 0 0 0 PAUL CAPURSO UNION TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL CAVANAUGH UNION TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL RODIN UNION TRUSTEE 2.00 0.00 X 0 0 0 DAVID CARABALLOSO - EFF 621 UNION TRUSTEE 2.00 0.00 X 0 0 0 KRISTIN O'BRIEN FOWLKES-EF 920 EXECUTIVE DIR. 2.00 38.00 X 418 187622 50038 DAVID STEWART - THRU 920 EXECUTIVE DIR. 2.00 38.00 X 0 312317 39095 ROBERT LESNIEWSKI CFO 2.00 38.00 X 0 301029 51812 PETER BENNETT TRAINING DIRECTOR 38.00 0.00 X 198118 0 67572 THOMAS SCANLON INSTRUCTOR 38.00 0.00 X 176627 0 79104 RICHARD WONG INSTRUCTOR 38.00 0.00 X 170151 0 77311 LOUIS RIOUX INSTRUCTOR 38.00 0.00 X 160665 0 71997 RAFAL SZEWCZYK INSTRUCTOR 38.00 0.00 X 151656 0 71997 GIANCARLO RACHIELE INSTRUCTOR 38.00 0.00 X 148462 0 71998 1006097 800968 580924 22 0 1 0 US ALLEGRO 5430 44TH STREET MASPETH NY 11378 ROOFING CONTRACTOR 437334 HARVARD PROTECTION SERVICES 59 MAIDEN LANE NEW YORK NY 10038 SECURITY 346262 CUSHMAN & WAKEFIELD 1290 AVENUE OF AMERICAS 7TH FLR NEW YORK NY 10104 PROPERTY MANAGEMENT 200190 CLARITY TESTING SERVICES INC 150 WHITE PLAINS ROAD SUITE 204 TARRYTOWN NY 10591 MEDICAL SERVICES CONTRACTOR 165881 4 817921 117284 935205 EMPLOYER CONTRIBUTIONS 236200 11419547 11419547 REIMBURSED EXPENSES 236200 59443 59443 11478990 469775 469775 62736 0 62736 62736 62736 MISCELLANEOUS INCOME 236200 6873 6873 6873 12953579 11478990 0 539384 256693 256693 4846628 4423671 422957 2002070 1870434 131636 993154 872072 121082 365611 334430 31181 84294 84294 122475 122475 8082 8082 246539 70237 176302 317292 266060 51232 2916298 2775169 141129 12806 12806 35261 18127 17134 781206 776448 4758 25397 25397 PROPERTY MANAGEMENT 747664 119385 628279 MATERIALS & SUPPLIES 310268 310268 OUTSIDE SERVICES 253332 236850 16482 EDUCATIONAL COURSES 201898 201898 161206 145170 16036 14688174 12689718 1998456 0 1036004 1175821 836934 358983 1683144 1676139 9519 9519 10202823 6321282 4503643 3881541 28524488 31300533 278923 279177 36872655 38681713 365287 250221 3445184 3152134 3810471 3402355 X 0 0 0 0 33062184 35279358 33062184 35279358 36872655 38681713 -1734595 3951769 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2936041 1618652 1317389 6699955 4391326 2308629 566827 311304 255523 3881541 DEFERRED RENT LIABILITY 3151146 UNEARNED INCOME 988 3152134 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 PUBLISHED ANNUALLY ON THE FUND'S WEBSITE. SCHEDULE E, PART I, LINE 4 (B) NO SCHOLARSHIPS OR FINANCIAL ASSISTANCE PROVIDED (D) NO CONTRIBUTIONS ARE SOLICITED SCHEDULE E, PART I, LINE 6 THE PLAN RECEIVED A SUB-AWARD AGREEMENT WITH RUTGERS, THE STATE UNIVERSITY OF NEW JERSEY, FOR A HAZARDOUS MATERIALS WORKER HEALTH AND SAFETY TRAINING PROGRAM. THE AWARDING AGENCY IS THE NATIONAL INSTITUTE OF ENVIRONMENTAL HEALTH SCIENCES AND IS FUNDED THROUGH THE DEPARTMENT OF HEALTH AND HUMAN SERVICES. THE PLAN RECEVIED A SUB-AWARD AGREEMENT WITH THE NEW YORK STATE DEPARTMENT OF LABOR FOR A PRE-APPRENTICESHIP PROGRAM. THE FUNDING FOR THE AWARD GRANTED UNDER THIS CONTRACT IS PROVIDED BY THE UNITED STATES DEPARTMENT OF LABOR. X 1 1 X X 0 0 0 0 0 0 0 0 0 KRISTIN O'BRIEN FOWLKES-EF 920 EXECUTIVE DIR. 418 187622 0 0 0 0 163 28686 0 21189 581 237497 0 0 DAVID STEWART - THRU 920 EXECUTIVE DIR. 0 312317 0 0 0 0 0 28500 0 10595 0 351412 0 0 ROBERT LESNIEWSKI CFO 0 301029 0 0 0 0 0 30623 0 21189 0 352841 0 0 PETER BENNETT TRAINING DIRECTOR 188868 0 0 0 9250 0 46383 0 21189 0 265690 0 0 0 THOMAS SCANLON INSTRUCTOR 176627 0 0 0 0 0 57915 0 21189 0 255731 0 0 0 RICHARD WONG INSTRUCTOR 170151 0 0 0 0 0 56122 0 21189 0 247462 0 0 0 LOUIS RIOUX INSTRUCTOR 160665 0 0 0 0 0 50808 0 21189 0 232662 0 0 0 RAFAL SZEWCZYK INSTRUCTOR 151656 0 0 0 0 0 50808 0 21189 0 223653 0 0 0 GIANCARLO RACHIELE INSTRUCTOR 148462 0 0 0 0 0 50809 0 21189 0 220460 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE PLAN IS JOINTLY ADMINISTERED BY TRUSTEES WHO ARE APPOINTED BY THE DISTRICT COUNCIL AND BY EMPLOYER ASSOCIATIONS. FORM 990, PART VI, SECTION B, LINE 11B NYCDCC APPRENTICESHIP JOURNEYMAN, RETRAINING, EDUCATIONAL AND INDUSTRY FUND - FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT. THE RETURN IS THEN PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C NYCDCC APPRENTICESHIP, JOURNEYMAN, RETRAINING, EDUCATIONAL AND INDUSTRY FUND MONITORS ITS CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 NYCDCC APPRENTICESHIP, JOURNEYMAN, RETRAINING, EDUCATIONAL AND INDUSTRY FUND'S BOARD OF TRUSTEES REVIEW COMPENSATION OF ALL EMPLOYEES ON AN ANNUAL BASIS AND VERIFY THAT PERSONS WITH A CONFLICT OF INTEREST WERE NOT INCLUDED IN APPROVAL PROCESS AND DOCUMENT IT IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 NYCDCC APPRENTICESHIP, JOURNEYMAN, RETRAINING, EDUCATIONAL AND INDUSTRY FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO ALL PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. NYC CARPENTERS RELIEF AND CHARITY FUND 395 HUDSON STREET NEW YORK NY 10014 133490897 CHARITABLE ORGANIZATION NY 501(C)(3) LINE 10 0 NYCDCC PENSION FUND 395 HUDSON STREET NEW YORK NY 10014 510174276 PENSION FUND NY 501A N/A 0 NYCDCC ANNUITY FUND 395 HUDSON STREET NEW YORK NY 10014 510174279 PENSION FUND NY 501A N/A 0 NYCDCC WELFARE FUND 395 HUDSON STREET NEW YORK NY 10014 135615576 HEALTH AND WELFARE BENEFIT FUND NY 501(C)(9) N/A 0 RETIREMENT AND PENSION FUND FOR OFFICERS 395 HUDSON STREET NEW YORK NY 10014 510167964 PENSION FUND NY 501A N/A 0 CARP CONTRACTOR ALLIANCE OF METRO NY 245 5TH AVE-SUITE 901 NEW YORK NY 10016 562410898 LABOR MANAGEMENT ORGANIZATION NY 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 NYCDCC PENSION FUND K 2775170 CASH PAID NYCDCC WEFARE FUND P 1083231 CASH PAID