WELFARE FUND OF LOCAL ONE IATSE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WELFARE FUND OF LOCAL ONE IATSE (EIN 13-6174166)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-04-14
- IRS object ID
- 201531049349301278
- Schema version
- 2013v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-14T19:50:17-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061671819 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRUCHTER ROSEN & COMPANY PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 156 WEST 56TH STREET STE 1804 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136174166 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELFARE FUND OF LOCAL NO ONE I A T S E | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WELF | BusinessNameControlTxt |
| Phone | 2122475225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 WEST 46TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT COOL | PersonNm |
| Person Title | FUND MANAGER | PersonTitleTxt |
| Phone | 2122475225 | PhoneNum |
| Signature | 2015-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEONARD FRUCHTER | PreparerPersonNm |
| PTIN | P00088111 | PTIN |
| Phone | 2129573600 | PhoneNum |
| Preparation | 2015-04-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT COOL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 WEST 46TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $85,348,808 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | FUNDONEIATSE.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE FUND'S EXEMPT PURPOSE IS TO PROVIDE INSURANCE COVERAGE FOR ITS PARTICIPANTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $32,132,681 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $35,968,193 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,796,667 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,611,969 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,951,570 | PYOtherRevenueAmt |
| CY Other Revenue | $4,606,129 | CYOtherRevenueAmt |
| PY Total Revenue | $37,880,918 | PYTotalRevenueAmt |
| CY Total Revenue | $42,186,291 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $39,251,486 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $43,399,945 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,092,811 | PYOtherExpensesAmt |
| CY Other Expenses | $966,481 | CYOtherExpensesAmt |
| PY Total Expenses | $40,344,297 | PYTotalExpensesAmt |
| CY Total Expenses | $44,366,426 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,463,379 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,180,135 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $41,129,773 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,895,283 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,464,882 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,411,013 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $35,664,891 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,484,270 | NetAssetsOrFundBalancesEOYAmt |
| Mission | NONE | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | INSURANCE BENEFIT EXPENSE (PROVIDES INSURANCE BENEFITS TO THE FUNDS PARTICIPANTS THROUGH VARIOUS VENDORS) | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (1) | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT COOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122475225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 WEST 46TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|
| JAMES J CLAFFEY JR | ||||||
| TRUSTEE | 15.00 | Yes (X) | $0 | $248,721 | $0 | |
| ROBERT SCORE | ||||||
| TRUSTEE | 15.00 | Yes (X) | $0 | $217,970 | $0 | |
| ROBERT MCDONOUGH | ||||||
| TRUSTEE | 15.00 | Yes (X) | $0 | $215,470 | $0 | |
| CBROCKMEYER | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ANN MARIE HACKETT | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| SEAN QUINN | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT COOL | ||||||
| FUND ADMINISTRATOR | 40.00 | $191,027 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $191,027 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $682,161 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EMPLOYER CONTRIBUTIONS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $35,968,193 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,968,193 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $35,968,193 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $621,336 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $621,336 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $44,153,150 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,162,517 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $990,633 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $990,633 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $990,633 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DIRECT PAY-PARTICIPANTS | 900099 | $3,404,126 | $3,404,126 |
| SETTLEMENTS & REBATES | 900099 | $485,015 | $485,015 |
| MEDICAID | 900099 | $397,253 | $397,253 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $319,735 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $319,735 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,606,129 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,186,291 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $42,186,291 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,399,945 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,184 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,000 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,206 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| FUND OFFICE EXPENSE | $462,261 |
| CONSULTING FEES | $194,951 |
| CUSTODIAN FEES | $80,879 |
| OTHER PROFESSIONAL FEES | $75,000 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,366,426 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,209,526 | BOYAmt |
| EOY | $2,661,330 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,854,306 | BOYAmt |
| EOY | $3,562,539 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $178,647 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $131,083 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,770 | BOYAmt |
| EOY | $47,564 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,938,128 | BOYAmt |
| EOY | $33,537,358 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,043 | BOYAmt |
| EOY | $86,492 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,129,773 | BOYAmt |
| EOY | $39,895,283 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,464,882 | BOYAmt |
| EOY | $5,411,013 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,464,882 | BOYAmt |
| EOY | $5,411,013 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,664,891 | BOYAmt |
| EOY | $34,484,270 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,664,891 | BOYAmt |
| EOY | $34,484,270 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,129,773 | BOYAmt |
| EOY | $39,895,283 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,180,135 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $999,514 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $74,502 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,618 | DepreciationAmt |
| Book Value | $40,884 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,652 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,972 | DepreciationAmt |
| Book Value | $6,680 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,493 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,493 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $47,564 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE STREET INVESTMENTS | Desc |
| Book Value | $33,537,358 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $33,537,358 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $43,126,772 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $999,515 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $999,515 | RevenueNotReportedAmt |
| Revenue Subtotal | $42,127,257 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $59,034 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $59,034 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $42,186,291 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $44,307,392 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $44,307,392 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $59,034 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $59,034 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $44,366,426 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES J CLAFFEY JR | ||||||||||||||
| TRUSTEE | $0 | $248,721 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $248,721 | $0 | $0 |
| ROBERT SCORE | ||||||||||||||
| TRUSTEE | $0 | $217,970 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $217,970 | $0 | $0 |
| ROBERT MCDONOUGH | ||||||||||||||
| TRUSTEE | $0 | $215,470 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $215,470 | $0 | $0 |
| SCOTT COOL | ||||||||||||||
| FUND ADMINISTRATOR | $191,027 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $191,027 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COMPLETE COPY OF FORM 990 WAS DISTRIBUTED TO THE FUND'S GOVERNING BODY AND FUND MANAGER PRIOR TO FILING AND ALL QUESTIONS AND COMMENTS WERE DISCUSSED PRIOR TO THE FILING OF FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | COMPLIANCE WITH THE POLICY IS MONITORED AT REGULARLY SCHEDULED TRUSTEE MEETINGS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND BY APPOINTMENT AT THE FUND OFFICE |
| FORM 990 PART XIII LINE 2C | OVERSIGHT RESPONSIBILITY THERE HAS BEEN NO CHANGE IN THE PROCESS. |
| FORM 990 PART VI SECT A LINE 9 | TRUSTEE MAILING ADDRESSES WHO CAN'T BE REACHED AT ORGANIZATION'S ADDRESS CHRISTOPHER BROCKMEYER THE BROADWAY LEAGUE 729 SEVENTH AVENUE, 5TH FLOOR NEW YORK, NY 10019 SEAN QUINN CAPITAL CITIES/ABC 77 WEST 66TH STREET 15TH FLOOR NEW YORK, NY 10023 ANN MARIE HACKETT METROPOLITAN OPERA ASSOCIATION LINCOLN CENTER PLAZA NEW YORK, NY 10023 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| LOCAL NO ONE IATSE - ANNUITY FUND | ||||||||
| 320 WEST 46TH STREET | NEW YORK | NY | 10036 | 133022965 | NON CONTRIBUTORY ANNUITY PLAN | NY | 501 (A) | 0 |
| LOCAL NO ONE IATSE - PENSION FUND | ||||||||
| 320 WEST 46TH STREET | NEW YORK | NY | 10036 | 136414973 | NON CONTRIBUTORY DEFINED BENEFIT PENSION PLAN | NY | 501 (A) | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENSION FUND COMINGLED EXPENSES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | N | TransactionTypeTxt |
| Involved | $415,466 | InvolvedAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R PART VII | FormAndLineReferenceDesc |
| Explanation | SCHEDULE R CONTRIBUTING EMPLOYERS: 15/40 PRODUCTIONS LTD 4 WALL LIGHTING 5000 BROADWAY PRODUCTIONS 92ND STREET YM-YWHA AARON DAVIS HALL ACCENT ON CINCINNATI INC ALL SERV ENT INC AMERICAN BALLET CO APOLLO THEATRE ARISTA SECNERY ASSOC HOLE IN THE WALL ATMOSPHERE PROD GRP AUDIBLE DIFFERENCE AUDIO ART SOUND AUDIO RESOURCE GROUP AVE Q AVI RENTAL SERVICES BARRY FIALK INC BARTHA AUDIO VISUAL BERNHARD LINK THEATRICAL BEST BUY THEATRE BESTEK LIGHTING BIG WHITEY PROD BLACK WALNUT LLC BOURBON ROOMS ROCK LLC BREAK THE FLOOR PROD BRIDGES ON BROADWAY LLC BRITE PROMOTIONS LLC CAPITOL ENTERPRISES CARNEGIE HALL CORP CBS CORP CCMD-KOCH THEATER CHELSEA DIST CHEMISTRY CREATIVE INC CIGAR BOX STUDIOS INC CIRCLE IN THE SQUARE CITY PARKS FOUNDATION CITY UNIVERSITY OF NY CJ PRODUCTIONS CLASSIC STAGE CO. CLEARVIEW CINEMA GROUP INC COMET OPERA, LLC CREATIVE NEWS GROUP DESIGN COMPENDIUM, INC. DESIGNATRONIX IND INC EAST COAST STAGING EIDETIC PRODUCTION LLC EIGHT TO GO LLC ELECTRUM PRODUCTIONS ELF BROADWAY INC. ELITE PRODUCTION CONSULTANTS, INC. EMERGENCY PRODUCTION EPSG MANAGEMENT SERVICES EQUITABLE PRODUCTION GROUP ESSAY VIDEO, LLC ETECHEVENTS EVENT DESIGN GROUP, LTD. EVENT ENGINEERING EVENT RESOURCE PROFESSIONALS EVENTA DESIGN & PRODUCTION GROUP EVENTLIGHTS INC F&D PRODUCTIONS MAIN FABB LIGHTING AND STAGING FELD ENTERTAINMENT/RINGLING BROS BARNUM & BAILEY FERRI LIGHTING DESIGN & ASSOC. FOX TELEVISION STATION FOXWOODS THEATRE GELSEY KIRKLAND BALLET INC. GLENGARRY BROADWAY LLC GLOBAL SCENIC SERVICES GOOD SENSE & CO GOTHAM SCENIC LLC HARD ROCK CAFE HB LIGHTING HELEN HAYES THEATRE HENRY V HUDSON SCENIC STUDIO INC / SOUND & LIGHT HUDSON THEATRICAL ASSOCIATES EVENTS IEYL, LLC IGT INTERNATIONAL IMCD LIGHTING INTELLIGENT LIGHTING INC IT'S A PIP, LLC JAB II JAZZ AT LINCOLN CENTER JOYCE THEATER FOUNDATION JP MORGAN CHASE JUJAMCYN THEATRE K&J STAGING KELLCO PRODUCTIONS LLC L&M SOUND & LIGHT LA STAGE CALL LEHMAN CENTER FOR PERFORMING ARTS LINCOLN CENTER LINCOLN CENTER THEATER LITTLE ORCHESTRA SOCIETY LIVE AUDIO MANHATTAN THEATRE CLUB MASQUE SOUND & RECORDING METROPOLITAN OPERA MILLERS RENTALS & SALES INC MORSE SOUND DESIGN GROUP MOTOWN THE MUSICAL MULTI IMAGE GROUP NATIONAL BROADCASTING COMPANY NATIONWIDE EXPO NEDERLANDER ORGANIZATION NEW VICTORY THEATRE NEW YORK CITY DANCE ALLIANCE NEW YORK PHILHARMONIC NEW YORK STAGE SHOW INC. NMR STAGING NORTHEAST STAGE NY CITY CENTER INC NY SHAKESPEARE FESTIVAL NYACK COLLEGE NYFF EVENTS OLCOTT PRODUCTIONS OLD JEWS TELLING JOKES THEATRE COMPANY ONCE BROADWAY LLC OVAL THEATRICAL SERVICES PACE UNIVERSITY PAPER MILL PLAYHOUSE PHOENIX ENTERTAINMENT PIER 36 PRODUCTIONS POOK DIEMONT & OHL INC. PORT PARTIES, LTD. PREMIERE STAGE PRODUCTIONS PRODUCTION RESOURCE GROUP PROSPECT LIGHTING DESIGN INC PSAV NATIONAL OPERATIONS ROBERT STARK LIGHTING ROCK OF AGES BROADWAY ROCK OF AGES LAS VEGAS ROSE BRAND ROUNDABOUT THEATRE COMPANY ROYAL HANNEFORD CIRCUS RUOFF & COMPANY SAM GORDON LIGHTING DESIGN LLC SCENIC TECHNOLOGIES SCHARFF WEISBERG LIGHTING LLC SENOVVA, INC. SHOWMAN FABRICATORS SHUBERT ORGANIZATION SIGNATURE THEATRE COMPANY SOUND ASSOCIATES SPIDERMAN TURN OFF THE DARK ST. MARY'S HEALTHCARE STAGE CALL INC STAGE DIRECTORS & CHOREGRAPHER STAGE X INC. STAGEMASTERS STATEN ISLAND YANKEES STROHMEIER LIGHTING INC SUNY PURCHASE PERFORMING ARTS TACEA PRODUCTION SERVICES THE ACTORS FUND THE IATSE THE KAUFMAN CENTER THE LIGHTING DESIGN GROUP THE MADISON SQUARE GARDEN COMPANY (MSG) THE NEW SCHOOL THE OLD GLOBE THE SCOTTISH PLAY THEATRICAL PROTECTIVE UNION THEATRICAL RESOURCES THEATRICAL VENTURES, INC. TONY AWARD PRODUCTIONS TONY MENDITTO PRODUCTION SERVICES TOP DOG SPOTLIGHTING INC TOP KNOTCH PRODUCTIONS INC TOWN HALL FOUNDATION INC UNLIMITED PRODUCTIONS UPSTATE PRODUCTION SERVICES USAV COMMUNICATIONS GROUP VAN FOX INC VCI WORLDWIDE VEE CORPORATION WEAPONS SPEDIALISTS, LTD WESTCHESTER COMMUNITY COLLEGE WESTCHESTER COUNTY WESTCHESTER MEDIA WICKED WPIX INC. ZAMBRANA PRODUCTIONS ZANZARELLA MARKETING CONSULTANT | ExplanationTxt |