STRATEGY STUDIO / PUBLIC DATA EXPLORER

I U O E LOCAL NO 158 CHARITABLE TRUST: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
I U O E LOCAL NO 158 CHARITABLE TRUST (EIN 02-0599792)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-03-02
IRS object ID
202100619349200540
Schema version
2020v4.0
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)
Return2021-03-02T14:04:53-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131577780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHULTHEIS & PANETTIERI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1450 WIRELESS BLVDAddressLine1Txt
CityHAUPPAUGECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11788ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN020599792EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IUOE LOCAL NO 158 CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlIUOEBusinessNameControlTxt
Phone5184310600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line127 HANNAY LANEAddressLine1Txt
CityGLENMONTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12077ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL J MCGRAWPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5184310600PhoneNum
Signature2021-03-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDANIELPersonFirstNm
Person LastMCGRAWPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCAROL WESTFALLPreparerPersonNm
PTINP00539069PTIN
Phone6312734778PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Gross Receipts$725GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$725ContributionsGiftsGrantsEtcAmt
Total Revenue$725TotalRevenueAmt
Grants And Similar Amounts Paid$5,000GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$1,800FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$75PrintingPublicationsPostageAmt
Other Expenses Total$8,182OtherExpensesTotalAmt
Total Expenses$15,057TotalExpensesAmt
Excess Or Deficit For Year-$14,332ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$136,254NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$121,922NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$136,254BOYAmt
EOY$121,922EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$136,254BOYAmt
EOY$121,922EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$136,254BOYAmt
EOY$121,922EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO PROVIDE CHARITABLE DONATIONS TO PRIVATE AND PUBLIC INDIVIDUALS AND ORGANIZATIONS FOR PURPOSES THAT ARE BENEFICIAL TO PUBLIC INTEREST WHICH INCLUDE, BUT ARE NOT LIMITED TO RELIEF OF THE POOR, DISTRESSED AND OR UNDERPRIVILEGED; ADVANCEMENT OF EDUCATION OR SCIENCE; LESSENING OF NEIGHBORHOOD TENSIONS; ELIMINATION OF PREJUDICE AND DISCRIMINATION; DEFENSE OF HUMAN AND CIVIL RIGHTS SECURED BY LAW; AND COMBATING COMMUNITY DETERIORATION AND JUVENILE DELINQUENCY.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTO PROVIDE CHARITABLE DONATIONS TO PRIVATE AND PUBLIC INDIVIDUALS AND ORGANIZATIONS FOR PURPOSES THAT ARE BENEFICIAL TO PUBLIC INTEREST WHICH INCLUDE, BUT ARE NOT LIMITED TO RELIEF OF THE POOR, DISTRESSED AND OR UNDERPRIVILEGED; ADVANCEMENT OF EDUCATION OR SCIENCE; LESSENING OF NEIGHBORHOOD TENSIONS; ELIMINATION OF PREJUDICE AND DISCRIMINATION; DEFENSE OF HUMAN AND CIVIL RIGHTS SECURED BY LAW; AND COMBATING COMMUNITY DETERIORATION AND JUVENILE DELINQUENCY.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$13,000ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$13,000TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THERON H HOGLE
TRUSTEE1.00$0$0$0
DANIEL J MCGRAW
TRUSTEE1.00$0$0$0
DEBORAH SPAULDING
TRUSTEE1.00$0$0$0
CHRISTINE NASIATKA
TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DANIEL J MCGRAWBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line127 HANNAY LANEAddressLine1Txt
CityGLENMONTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP120774806ZIPCd
FieldValueIRS element (for citing)
Phone5184310600PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$57,487CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$62,491CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$74,742CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$66,871CurrentTaxYearMinus1YearAmt
Current Tax Year$725CurrentTaxYearAmt
Total$262,316TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$57,487CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$62,491CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$74,742CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$66,871CurrentTaxYearMinus1YearAmt
Current Tax Year$725CurrentTaxYearAmt
Total$262,316TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$10,674SubstantialContributorsTotAmt
Public Support Total170$251,642PublicSupportTotal170Amt
Total Support$262,316TotalSupportAmt
Public Support CY1700.95930PublicSupportCY170Pct
Public Support PY1700.96660PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: SCHOLARSHIPS TO INDIVIDUALS. GRANTEE NAME: NOT IN EXCESS OF $5000. AMOUNT GIVEN: 5,000.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: CHARITABLE DONATIONS. AMOUNT: 8,000. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 182. TOTAL TO FORM 990-EZ, LINE 16: 8,182.