STRATEGY STUDIO / PUBLIC DATA EXPLORER

THEATRICAL TEAMSTERS LOCAL 817 WELFARE FUND: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THEATRICAL TEAMSTERS LOCAL 817 WELFARE FUND (EIN 13-6210566)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-12
IRS object ID
202033179349307068
Schema version
2019v5.1
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)
Return2020-11-12T14:56:09-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJON S GAGLIARDIPreparerPersonNm
PTINP00528721PTIN
Phone9082727000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address107.0.40.162IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-12IPDt
IP Tm14:56:04IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id7F926D27CAB0024D623411054CF6F75958FCCFC4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-01-07 14:23:13ZBuildTS

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$123,716,110GrossReceiptsAmt
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 Employee1269TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$33,540,176PYProgramServiceRevenueAmt
CY Program Service Revenue$39,841,640CYProgramServiceRevenueAmt
PY Investment Income$3,203,238PYInvestmentIncomeAmt
CY Investment Income$5,180,322CYInvestmentIncomeAmt
PY Other Revenue$216,036PYOtherRevenueAmt
CY Other Revenue$1,464,417CYOtherRevenueAmt
PY Total Revenue$36,959,450PYTotalRevenueAmt
CY Total Revenue$46,486,379CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$27,776,586PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$37,603,128CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$487,812PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$470,878CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$374,588PYOtherExpensesAmt
CY Other Expenses$392,889CYOtherExpensesAmt
PY Total Expenses$28,638,986PYTotalExpensesAmt
CY Total Expenses$38,466,895CYTotalExpensesAmt
PY Revenues Less Expenses$8,320,464PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$8,019,484CYRevenuesLessExpensesAmt
Total Assets BOY$86,194,916TotalAssetsBOYAmt
Total Assets EOY$104,617,837TotalAssetsEOYAmt
Total Liabilities BOY$159,309TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,279,344TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$86,035,607NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$101,338,493NetAssetsOrFundBalancesEOYAmt
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 994 PARTICIPANTS AT DECEMBER 31, 2019.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
Employee1269EmployeeCnt
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
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 (8 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$265,694$103,30860.00
JAMES FANNING
FORMER TRUSTEE2.00Yes (X)$0$0$02.00
GREGG CARLESIMO
TRUSTEE2.00Yes (X)$0$0$0
FRANCIS J CONNOLLY JR
TRUSTEE2.00Yes (X)$0$260,621$101,09560.00
BRIAN SALOMONE
TRUSTEE1.00Yes (X)$0$207,000$80,15750.00
KATHLEEN KREINBIHL
FUND ADMINISTRATOR19.00$130,988$102,628$77,09316.00Yes (X)
CHRISTOPHER O'DONNELL
ASSOCIATE FUND ADMINISTRAT30.00$105,297$15,043$39,7125.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$236,285TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$850,986TotReportableCompRltdOrgAmt
Total Other Compensation$401,365TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AETNA INC
4300 CENTREWAY PLARLINGTONTX76018PRESCRIPTION BENEFITS$4,678,214
AETNA INC
4300 CENTREWAY PLARLINGTONTX76018HEALTH BENEFITS$2,543,573
AAIC PREMIUM ESL
555 COLLEGE ROAD EASTPRINCETONNJ08540STOP-LOSS INSURANCE$1,811,108
STACEY BRAUN ASSOCIATES INC
377 BROADWAY 8NEW YORKNY10013INVESTMENT ADVISOR$118,271
DAVIS VISION
175 EAST HOUSTON STREETSAN ANTONIOTX78205OPTICAL BENEFITS$111,972
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$39,799,157$39,799,157
COBRA CONTRIBUTIONS525100$42,483$42,483
FieldValueIRS element (for citing)
Total Program Service Revenue$39,841,640TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,156,886TotalRevenueColumnAmt
Exclusion$1,156,886ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$81,253,167SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$77,229,731SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,023,436SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,023,436TotalRevenueColumnAmt
Exclusion$4,023,436ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
STOP LOSS INSURANCE REFUNDS900099$1,362,610$1,362,610
MISCELLANEOUS900099$101,807$101,807
FieldValueIRS element (for citing)
Other Revenue Total$1,464,417OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$46,486,379TotalRevenueColumnAmt
Related Or Exempt Func Income$41,306,057RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$5,180,322ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$37,603,128TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$236,285TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$87,000TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$28,355TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$96,734TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$22,504TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$17,981TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$48,843TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$156,483TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$48,050TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$16,376TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$17,076TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$15,710TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$863TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$18,226TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$18,653TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$23,482TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
PCORI FEE$6,629
BANK CHARGES$1,875
TELEPHONE$1,739
DUES & MEMBERSHIPS$903

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$38,466,895TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,230,488BOYAmt
EOY$2,218,267EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,456,850BOYAmt
EOY$598,072EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,526,173BOYAmt
EOY$3,099,493EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$163,951BOYAmt
EOY$31,373EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$112,726LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$37,707LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$76,966BOYAmt
EOY$75,019EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$79,740,488BOYAmt
EOY$98,595,613EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$86,194,916BOYAmt
EOY$104,617,837EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$159,309BOYAmt
EOY$194,944EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$3,084,400EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$159,309BOYAmt
EOY$3,279,344EOYAmt
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$86,035,607BOYAmt
EOY$101,338,493EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$86,035,607BOYAmt
EOY$101,338,493EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$86,194,916BOYAmt
EOY$104,617,837EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$8,019,484ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$7,283,402NetUnrlzdGainsLossesInvstAmt
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$87,759OtherCostOrOtherBasisAmt
Depreciation$34,794DepreciationAmt
Book Value$52,965BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$24,967OtherCostOrOtherBasisAmt
Depreciation$2,913DepreciationAmt
Book Value$22,054BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$75,019TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescBENEFIT OBLIGATIONS PAYABLEDesc
Amt$3,084,400Amt
FieldValueIRS element (for citing)
Total Liability$3,084,400TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$53,613,298TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$7,283,402NetUnrealizedGainsInvstAmt
Revenue Not Reported$7,283,402RevenueNotReportedAmt
Revenue Subtotal$46,329,896RevenueSubtotalAmt
Investment Expenses Not Incld$156,483InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$156,483RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$46,486,379TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$35,226,012TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$35,226,012ExpensesSubtotalAmt
Investment Expenses Not Incld2$156,483InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$3,084,400OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$3,240,883ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$38,466,895TotalExpensesPerForm990Amt

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, 2019, 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 3,084,400.

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$265,694$0$0$0$0$0$31,813$0$71,495$0$369,002$0$0
FRANCIS J CONNOLLY JR
TRUSTEE$0$260,621$0$0$0$0$0$31,119$0$69,976$0$361,716$0$0
BRIAN SALOMONE
TRUSTEE$0$207,000$0$0$0$0$0$24,675$0$55,482$0$287,157$0$0
KATHLEEN KREINBIHL
FUND ADMINISTRATOR$130,988$102,628$0$0$0$0$15,719$12,315$27,508$21,551$174,215$136,494$0$0
CHRISTOPHER O'DONNELL
ASSOCIATE FUND ADMINISTRAT$105,297$15,043$0$0$0$0$12,636$1,805$22,112$3,159$140,045$20,007$0$0

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
CHRISTOPHER O'DONNELL
FAMILY MEMEBER$120,340EMPLOYEE COMPENSATION0
NICHOLAS BETRO
FAMILY MEMEBER$55,085EMPLOYEE COMPENSATION0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, PART IV, LINE A AND BFormAndLineReferenceDesc
ExplanationNICHOLAS BETRO IS THE NEPHEW OF KATHLEEN KREINBIHL WHO IS THE FUND ADMINISTRATOR LISTED IN PART VII. HE RECEIVED EMPLOYEE COMPENSATION OF $55,085 AND $18,178 OF BENEFITS WERE PAID ON HIS BEHALF DURING 2019 FROM THIS ORGANIZATION.CHRISTOPHER O'DONNELL IS THE SON OF THOMAS J. O'DONNELL WHO IS AN EMPLOYEE TRUSTEE LISTED IN PART VII. HE RECEIVED EMPLOYEE COMPENSATION OF $120,340 AND $39,712 OF BENEFITS WERE PAID ON HIS BEHALF DURING 2019 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

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
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
CARNEGIE HALL
881 SEVENTH AVENEW YORKNY10019131923626VEBA EMPLOYERNYC0
LOCAL 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 CUTTER MILL RDGREAT NECKNY11021454635365PROVIDE SCHOLARSHIP BENEFITSNY501(C)30

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55 WASHINGTON ST STE 335BROOKLYNNY11201550889339VEBA EMPLOYERNYN/A00
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48 W 25TH STREET 3RD FLNEW YORKNY10010208632021VEBA EMPLOYERNYN/A00
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1545 WILCOX AVE 200LOS ANGELESCA90028134096513VEBA EMPLOYERCAN/A00
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179 DIVISION AVEMASSAPEQUANY11758467322696VEBA EMPLOYERNYN/A00
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260 WEST 44TH STREET SUITE 600NEW YORKNY11036VEBA EMPLOYERNYN/AC0825363601
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234 44TH ST STE 900NEW YORKNY11036VEBA EMPLOYERNYN/AC0
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RESERVE CREATIVE GROUP LLC
C/O FILM COMMERCIALS CA INC 500 S SLOS ANGELESCA90049VEBA EMPLOYERCAN/AC0
ROAST CHICK BROADWAY LLC
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ROCKET FILMS INC
449 WASHINGTON STNEW YORKNY10013VEBA EMPLOYERNYN/AC0
SADIEVISION INC
336 W 37TH STREET STE 630NEW YORKNY11036VEBA EMPLOYERNYN/AS0263039793
SANCTUARY CONTENT INC
EXTREME REACH TALENT 111 W JACKSONCHICAGOIL60604VEBA EMPLOYERILN/AC0
SAVED YOUR BEST FRIEND'S LIFE LLC
230 WEST 41ST STREET STE 1703NEW YORKNY11036VEBA EMPLOYERNYN/AC0
SECOND STAGE THEATRE INC
1501 BROADWAY STE 518NEW YORKNY11036VEBA EMPLOYERNYN/AC0
SECRET BROADWAY LLC
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SEEKER PRODUCTIONS INC
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SHED NYC INC
545 WEST 30TH STREETNEW YORKNY10001VEBA EMPLOYERNYN/AC0
SHOW BIZ TRUCKING
880 DEAN STBROOKLYNNY11238VEBA EMPLOYERNYN/AC0
SHOWMAN FABRICATORS INC
148 E 5TH STBAYONNENJ07002VEBA EMPLOYERNJN/AC0112806247
SIBLING RIVALRY FILMS LLC
475 PARK AVE S 24TH FLNEW YORKNY10016VEBA EMPLOYERNYN/AC0
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42-32 22 AVELONG ISLAND CITYNY11101VEBA EMPLOYERNYN/AC0522085837
SKUNK PARTNERS LLC
54 W 21ST STREET 503NEW YORKNY10010VEBA EMPLOYERNYN/AC0
SLIM PICTURES
514 VICTORIA AVEVENICECA90291VEBA EMPLOYERCAN/AS0
SMUGGLER
823 SEWARD STLOS ANGELESCA90038VEBA EMPLOYERCAN/AC0
SOMETHING IDEAL DBA MISSING PI
836 MANHATTAN AVE SUITE 2BROOKLYNNY11222VEBA EMPLOYERNYN/AS0
SON OF POSEIDON LLC
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SPINKS NY LIMITED PARTNERSHIP
260 W 44TH ST STE 600NEW YORKNY11036VEBA EMPLOYERNYN/AS0
STAGE CALL
322 W 48 STNEW YORKNY11036VEBA EMPLOYERNYN/AC0134147242
STATION FILM INC
37 GREENPOINT AVE STE A4ABROOKLYNNY11222VEBA EMPLOYERNYN/AC0261447291
STIR FILMS LLC
33 UNION STREETBOSTONMA02108VEBA EMPLOYERMAN/AC0
STUDIO 54
C/O ROUNDABOUT THEATRE 231 WEST 39TNEW YORKNY10018VEBA EMPLOYERNYN/AS0
SUPERPRIME
9950 JEFFERSON BLVDCULVER CITYCA90232VEBA EMPLOYERCAN/AS0
SUPPLY & DEMAND INC
304 SPRING STNEW YORKNY10013VEBA EMPLOYERNYN/AS0030439105
TASTE IN MOTION INC
304 SPRING STNEW YORKNY10013VEBA EMPLOYERNYN/AC0
TECHNICAL ELEMENTS LLC
4211 JVL INDUSTRIAL PARK DRIVEATLANTAGA30066VEBA EMPLOYERGAN/AC0
TEMPTATIONS BROADWAY LLC
C/O THE CORKER GROUP 254 W 54TH STNEW YORKNY10019VEBA EMPLOYERNYN/AC0824667826
TESSA FILMS INC
C/O FILM COMMERCIALS CA INC 500 S SLOS ANGELESCA90049VEBA EMPLOYERCAN/AC0
THEATRICAL RESOURCES
115 MACDOUGAL STREETNEW YORKNY10012VEBA EMPLOYERNYN/AC0
TINA TURNER MUSICAL LLC
230 W 41ST ST STE 1703NEW YORKNY11036VEBA EMPLOYERNYN/AC0833574039
TOOL OF NORTH AMERICA
2210 BROADWAYSANTA MONICACA90404VEBA EMPLOYERCAN/AS0954686032
TOOTSIE MUSICAL LLC
230 W 41ST ST STE 1703NEW YORKNY11036VEBA EMPLOYERNYN/AC0821419683
TOP KNOTCH PRODUCTIONS INC
2 DEPOT PLAZA BEDFORD HILLSBEDFORD HILLSNY10507VEBA EMPLOYERNYN/AC0113383636
TORCH SONG LLC
C/O RCI THEATRICALS 630 NINTH AVE SNEW YORKNY11036VEBA EMPLOYERNYN/AC0823647364
TRAIN TIMES BROADWAY LP
C/O BESPOKE THEATRICALS 230 W 41STNEW YORKNY11036VEBA EMPLOYERNYN/AC0
TRAVELING PICTURE SHOW COMPANY LLC
1531 N CAHUENGA BLVDLOS ANGELESCA90028VEBA EMPLOYERCAN/AC0452902813
UNITED STAGE ASSOCIATES INC
195 LARCHMONT AVELARCHMONTNY10538VEBA EMPLOYERNYN/AC0
UNLIMITED PRODUCTIONS INC
445 PARK AVENEW YORKNY10022VEBA EMPLOYERNYN/AC0133954515
UNTITLED INC
1615 STANFORD STSANTA MONICACA90404VEBA EMPLOYERCAN/AC0
UTOPIA BROADWAY LLC
C/O FORESIGHT THEATRICAL 1650 BROADNEW YORKNY10019VEBA EMPLOYERNYN/AC0371939797
VAMP PRODUCTIONS LLC
1501 BROADWAY 24TH FLNEW YORKNY11036VEBA EMPLOYERNYN/AC0814629641
WALTON HAULING
171 WEST STREETBROOKLYNNY11222VEBA EMPLOYERNYN/AC0131448870
WAVERLY GALLERY LLC
C/O JOEY PARNES PRODUCTIONS 234 W 4NEW YORKNY11036VEBA EMPLOYERNYN/AC0830556489
WHITE LABEL
1150 AVENUE OF THE AMERICAS 5TH FLONEW YORKNY10036VEBA EMPLOYERNYN/AS0
WICKED LLC
420W 45TH ST 2ND FLOORNEW YORKNY11036VEBA EMPLOYERNYN/AC0
WILD PLUM
C/O FILM COMMERCIALS CA INC 500 S SLOS ANGELESCA90049VEBA EMPLOYERCAN/AS0
YARD DOG TV INC
PO BOX 1764LOS ANGELESCA91614VEBA EMPLOYERCAN/AC0
ZAMBRANA PRODUCTIONS
PO BOX 2022LONG ISLAND CITYNY11102VEBA EMPLOYERNYN/AS0113485878
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