STRATEGY STUDIO / PUBLIC DATA EXPLORER

THEATRICAL TEAMSTERS LOCAL 817 WELFARE FUND: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THEATRICAL TEAMSTERS LOCAL 817 WELFARE FUND (EIN 13-6210566)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-14
IRS object ID
201913189349310996
Schema version
2018v3.1
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)
Return2019-11-14T16:13:53-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-11-14SignatureDt
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)
IP2019-11-14IPDt
IP Tm16:13:42IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id81DE22CF9F7F0862406D1A466D95956A5FFF36F5AtSubmissionCreationDeviceId
At Submission Filing Device IdAF8CEB370D326163F0BB3B0FE9FA6EE2BD1C282BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

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$76,891,163GrossReceiptsAmt
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 Employee1163TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$29,839,340PYProgramServiceRevenueAmt
CY Program Service Revenue$33,540,176CYProgramServiceRevenueAmt
PY Investment Income$2,236,143PYInvestmentIncomeAmt
CY Investment Income$3,203,238CYInvestmentIncomeAmt
PY Other Revenue$222,489PYOtherRevenueAmt
CY Other Revenue$216,036CYOtherRevenueAmt
PY Total Revenue$32,297,972PYTotalRevenueAmt
CY Total Revenue$36,959,450CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$29,910,662PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$27,776,586CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$564,618PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$487,812CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$470,628PYOtherExpensesAmt
CY Other Expenses$374,588CYOtherExpensesAmt
PY Total Expenses$30,945,908PYTotalExpensesAmt
CY Total Expenses$28,638,986CYTotalExpensesAmt
PY Revenues Less Expenses$1,352,064PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$8,320,464CYRevenuesLessExpensesAmt
Total Assets BOY$82,458,943TotalAssetsBOYAmt
Total Assets EOY$86,194,916TotalAssetsEOYAmt
Total Liabilities BOY$156,705TotalLiabilitiesBOYAmt
Total Liabilities EOY$159,309TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$82,302,238NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$86,035,607NetAssetsOrFundBalancesEOYAmt
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 916 PARTICIPANTS AT DECEMBER 31, 2018.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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
Employee1163EmployeeCnt
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$261,418$103,38960.00
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$252,779$99,92160.00
BRIAN SALOMONE
TRUSTEE1.00Yes (X)$0$197,566$78,03750.00
KATHLEEN KREINBIHL
FUND ADMINISTRATOR19.00$116,311$100,808$71,64916.00Yes (X)
CHRISTOPHER O'DONNELL
ASSOCIATE FUND ADMINISTRATOR30.00$92,949$14,160$25,3465.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$209,260TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$826,731TotReportableCompRltdOrgAmt
Total Other Compensation$378,342TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
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$4,791,802
AETNA INC
4300 CENTREWAY PLARLINGTONTX76018HEALTH BENEFITS$2,335,156
AAIC PREMIUM ESL
555 COLLEGE ROAD EASTPRINCETONNJ08540STOP-LOSS INSURANCE$1,194,905
STACEY BRAUN ASSOCIATES INC
377 BROADWAY 8NEW YORKNY10013INVESTMENT ADVISOR$126,253
DAVIS VISION
175 EAST HOUSTON STREETSAN ANTONIOTX78205OPTICAL BENEFITS$115,048
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$33,533,570$33,533,570
COBRA CONTRIBUTIONS525100$6,606$6,606
FieldValueIRS element (for citing)
Total Program Service Revenue$33,540,176TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,004,434TotalRevenueColumnAmt
Exclusion$1,004,434ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$42,130,517SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$39,931,713SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,198,804SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,198,804TotalRevenueColumnAmt
Exclusion$2,198,804ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
STOP LOSS INSURANCE REFUNDS900099$142,114$142,114
MISCELLANEOUS900099$73,922$73,922
FieldValueIRS element (for citing)
Other Revenue Total$216,036OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$36,959,450TotalRevenueColumnAmt
Related Or Exempt Func Income$33,756,212RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,203,238ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$27,776,586TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$116,311TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$218,019TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$40,120TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$89,461TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$23,901TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$16,145TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$49,559TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$165,877TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$43,258TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$15,876TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$16,654TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$11,842TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$940TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$14,448TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,618TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$21,395TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
PCORI FEE$5,870
DUES & MEMBERSHIPS$1,830
TELEPHONE$1,660
BANK CHARGES$1,435

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$181TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$28,638,986TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,408,233BOYAmt
EOY$1,230,488EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,098,133BOYAmt
EOY$2,456,850EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,339,672BOYAmt
EOY$2,526,173EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$121,530BOYAmt
EOY$163,951EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$133,753LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$56,787LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$30,566BOYAmt
EOY$76,966EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$76,460,809BOYAmt
EOY$79,740,488EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$82,458,943BOYAmt
EOY$86,194,916EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$156,705BOYAmt
EOY$159,309EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$156,705BOYAmt
EOY$159,309EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

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$82,302,238BOYAmt
EOY$86,035,607EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$82,302,238BOYAmt
EOY$86,035,607EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$82,458,943BOYAmt
EOY$86,194,916EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$8,320,464ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$4,587,095NetUnrlzdGainsLossesInvstAmt
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$108,862OtherCostOrOtherBasisAmt
Depreciation$51,809DepreciationAmt
Book Value$57,053BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$24,891OtherCostOrOtherBasisAmt
Depreciation$4,978DepreciationAmt
Book Value$19,913BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$76,966TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$32,206,478TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$4,587,095NetUnrealizedGainsInvstAmt
Revenue Not Reported-$4,587,095RevenueNotReportedAmt
Revenue Subtotal$36,793,573RevenueSubtotalAmt
Investment Expenses Not Incld$165,877InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$165,877RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$36,959,450TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$28,473,109TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$28,473,109ExpensesSubtotalAmt
Investment Expenses Not Incld2$165,877InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$165,877ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$28,638,986TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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, 2018, 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.ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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$261,418$0$0$0$0$0$31,932$0$71,457$0$364,807$0$0
FRANCIS J CONNOLLY JR
TRUSTEE$0$252,779$0$0$0$0$0$30,857$0$69,064$0$352,700$0$0
BRIAN SALOMONE
TRUSTEE$0$197,566$0$0$0$0$0$24,095$0$53,942$0$275,603$0$0
KATHLEEN KREINBIHL
FUND ADMINISTRATOR$116,311$100,808$0$0$0$0$13,957$12,097$24,426$21,169$154,694$134,074$0$0

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
CHRISTOPHER O'DONNELL
FAMILY MEMEBER$92,949EMPLOYEE COMPENSATION0
NICHOLAS BETRO
FAMILY MEMEBER$41,329EMPLOYEE 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 $41,329 AND $13,639 OF BENEFITS WERE PAID ON HIS BEHALF DURING 2018 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 $92,949 AND $30,673 OF BENEFITS WERE PAID ON HIS BEHALF DURING 2018 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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2 DEPOT PLAZABEDFORD HILLSNY10507113383636VEBA EMPLOYERNYN/AC0
USAV GROUP INC
18768 ENTERPRISE DRIVEMUSKEGOWI53150391102898VEBA EMPLOYERWIN/AC0
ASSEMBLY FILMS
411 LAFAYETTE STNEW YORKNY10003264458283VEBA EMPLOYERNYN/AS0
CHARLEX INC
2 WEST 45TH STNEW YORKNY10036112422751VEBA EMPLOYERNYN/AS0
CHELSEA PICTURES
343 E 18TH STNEW YORKNY10003042980513VEBA EMPLOYERNYN/AS0
CORPORATE MANAGEMENT SOLUTIONS INC
610 VENICE BLVDVENICECA90291371425813VEBA EMPLOYERCAN/AS0
DUO FILMS
2861 WEST PICO BLVDLOS ANGELESCA90006261438616VEBA EMPLOYERCAN/AS0
FIREFLY CREATIVE ENTERTAINMENT GROUP
302A WEST 12TH STREET 224NEW YORKNY10014954875587VEBA EMPLOYERNYN/AS0
HUNGRY MAN INC
160 VARICK ST 10TH FLNEW YORKNY10013134201832VEBA EMPLOYERNYN/AS0
HUNGRY HEART MEDIA INC
8330 W 3RD STREETLOS ANGELESCA90045274481821VEBA EMPLOYERCAN/AS0
IDENTITY MEDIA INC
400 W 14 STNEW YORKNY10014133998189VEBA EMPLOYERNYN/AS0
MACGUFFIN FILMS
411 LAFAYETTE STNEW YORKNY10003133543149VEBA EMPLOYERNYN/AS0
MANHATTAN PLACE ENTERTAINMENT
8 LITTLE MOUNTAINMENT RDNORTH SALEMNY10560133918683VEBA EMPLOYERNYN/AS0
MORTON JANKEL ZANDER INC
2201 CARMELINA AVELOS ANGELESCA90064954332573VEBA EMPLOYERCAN/AS0
MOXIE PICTURES INC
5890 W JEFFERSON BLVDLOS ANGELESCA90016954337052VEBA EMPLOYERCAN/AS0
PICROW INC
736 SEWARD STLOS ANGELESCA90038954834787VEBA EMPLOYERCAN/AS0
PJM PRODUCTIONS
612 MIDVALE AVELOS ANGELESCA90024134020090VEBA EMPLOYERCAN/AS0
PRETTYBIRD PICTURES INC
9905 JEFFERSON BLVDCULVER CITYCA90232261525321VEBA EMPLOYERCAN/AS0
SADIEVISION INC
336 W 37TH STREET STE 630NEW YORKNY10036263039793VEBA EMPLOYERNYN/AS0
SUPPLY & DEMAND INC
304 SPRING STNEW YORKNY10013030439105VEBA EMPLOYERNYN/AS0
TOOL OF NORTH AMERICA
2210 BROADWAYSANTA MONICACA90404954686032VEBA EMPLOYERCAN/AS0
ZAMBRANA PRODUCTIONS
PO BOX 2022LONG ISLAND CITYNY11102113485878VEBA EMPLOYERNYN/AS0
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