2021-03-17T09:11:59-05:00 2020-06-30 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2019-07-01 132583087 NYCDCC APPRENTICESHIP JOURNEYMAN RETRAINING EDUCATIONAL & INDUSTRY FUND NYCD 2123667300 395 HUDSON STREET NEW YORK NY 10014 KRISTIN O'BRIEN FOWLKES EXECUTIVE DIRECTOR 2123667300 2021-03-17 1 CAROL WESTFALL P00539069 6312734778 2019 2022-09-23 18:48:47Z KRISTIN O'BRIEN FOWLKES 395 HUDSON STREET NEW YORK NY 10014 14089601 0 X NYCCARPENTERSTRAININGCENTER.ORG X 1966 NY THE PURPOSE OF THE PLAN IS TO PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 10 10 69 0 0 0 938862 1068545 15361715 12299901 814642 640984 193500 80171 17308719 14089601 0 0 0 0 8100231 7914306 0 0 0 6696404 6262654 14796635 14176960 2512084 -87359 36950496 36872655 3976374 3810471 32974122 33062184 THE PURPOSE OF THE PLAN IS TO PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 0 0 12155131 12299901 THE PURPOSE OF THE PLAN IS TO PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 12155131 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 24 0 1 69 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 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 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 JOHN DELOLLIS EMP TRUSTEE 2.00 0.00 X 0 0 0 JOSEPH GEIGER UNION TRUSTEE - CO CHAIRMAN 2.00 0.00 X 0 0 0 MICHAEL SALGO EMP TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL RODIN UNION TRUSTEE 2.00 0.00 X 0 0 0 JOHN O'HARE EMP TRUSTEE 2.00 0.00 X 0 0 0 DAVID STEWART EXECUTIVE DIR. 2.00 38.00 X 0 364560 49986 ROBERT LESNIEWSKI CFO 2.00 38.00 X 0 310177 49986 PETER BENNETT TRAINING DIRECTOR 38.00 0.00 X 203630 0 67396 DAVID JACOBSEN CONTROLLER 2.00 38.00 X 0 181182 47735 GIANCARLO RACHIELE INSTRUCTOR 38.00 0.00 X 183888 0 84920 THOMAS SCANLON INSTRUCTOR 38.00 0.00 X 184238 0 86289 RAFAL SZEWCZYK INSTRUCTOR 38.00 0.00 X 170963 0 81311 ROBERT MCAULIFFE INSTRUCTOR 38.00 0.00 X 166805 0 79535 909524 855919 547158 19 0 1 0 HARVARD PROTECTION SERVICES 59 MAIDEN LANE NEW YORK NY 10038 SECURITY 329220 CUSHMAN & WAKEFIELD 1290 AVENUE OF AMERICAS 7TH FLR NEW YORK NY 10104 PROPERTY MANAGEMENT 328121 NICHOLSON & GALLOWAY INC 261 GLEN HEAD RD GLEN HEAD NY 11545 ROOFING CONTRACTOR 127985 ROCKMOR ELECTRIC ENTERPRISES INC 1042 39TH STREET BROOKLYN NY 11219 ELECTRICIAN 107753 4 1018545 50000 1068545 EMPLOYER CONTRIBUTIONS 236200 12228405 12228405 REIMBURSED EXPENSES 236200 71496 71496 12299901 640984 640984 61143 0 61143 61143 61143 MISCELLANEOUS INCOME 236200 19028 19028 19028 14089601 12299901 0 721155 253494 253494 4374884 3976747 398137 2021066 1895914 125152 920315 801141 119174 344547 314521 30026 127996 127996 126887 126887 16918 16918 240471 48798 191673 453485 418542 34943 2849221 2719905 129316 15614 15614 150937 144141 6796 562280 555659 6621 22134 22134 PROPERTY MANAGEMENT 744645 104667 639978 MATERIALS & SUPPLIES 360069 360069 EDUCATIONAL COURSES 241461 241461 REPAIRS & MAINTENANCE 201276 173622 27654 149260 130836 18424 14176960 12155131 2021829 0 1356499 1036004 543076 836934 2602492 1683144 9519 9519 10043720 5540077 4450997 4503643 27943265 28524488 44648 278923 36950496 36872655 239090 365287 3737284 3445184 3976374 3810471 X 0 0 0 0 32974122 33062184 32974122 33062184 36950496 36872655 -87359 175421 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2936041 1559932 1376109 6622056 3713274 2908782 485623 266871 218752 4503643 DEFERRED RENT LIABILITY 3444137 UNEARNED INCOME 1047 3445184 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 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 UNEMPLOYED WORKERS TRAINING. 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 DAVID STEWART EXECUTIVE DIR. 0 364560 0 0 0 0 0 28000 0 21986 0 414546 0 0 ROBERT LESNIEWSKI CFO 0 310177 0 0 0 0 0 28000 0 21986 0 360163 0 0 PETER BENNETT TRAINING DIRECTOR 194380 0 0 0 9250 0 45410 0 21986 0 271026 0 0 0 DAVID JACOBSEN CONTROLLER 0 181182 0 0 0 0 0 25749 0 21986 0 228917 0 0 GIANCARLO RACHIELE INSTRUCTOR 183888 0 0 0 0 0 62934 0 21986 0 268808 0 0 0 THOMAS SCANLON INSTRUCTOR 184238 0 0 0 0 0 64303 0 21986 0 270527 0 0 0 RAFAL SZEWCZYK INSTRUCTOR 170963 0 0 0 0 0 59325 0 21986 0 252274 0 0 0 ROBERT MCAULIFFE INSTRUCTOR 166805 0 0 0 0 0 57549 0 21986 0 246340 0 0 0 PART I, LINE 1A A TRUSTEE TRAVELING TO AN EMPLOYEE BENEFIT EDUCATIONAL CONFERENCE RECEIVED FIRST-CLASS AIRFARE DUE TO A MEDICAL CONDITION WHICH WAS APPROVED BY THE ADMINISTRATIVE COMMITTEE IN ACCORDANCE WITH THE PLAN'S TRAVEL POLICY. THIS IS NOT TAXABLE COMPENSATION AS THIS TRANSACTION SATISFIED THE REQUIREMENTS OF AN ACCOUNTABLE PLAN. 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 N/A 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 CARPENTER CONTRACTOR ALLIANCE OF METROPOLITAN NEW YORK INC 245 5TH AVENUE 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 2719905 CASH PAID NYCDCC WELFARE FUND P 1006047 CASH PAID