WELFARE FUND OF LOCAL ONE IATSE: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- WELFARE FUND OF LOCAL ONE IATSE (EIN 13-6174166)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-15
- IRS object ID
- 201141359349300124
- Schema version
- 2009v1.7
- 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) |
|---|---|---|
| Timestamp | 2011-05-15T20:55:45-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRUCHTER ROSEN & COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 156 WEST 56TH STREET SUITE 1804 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136174166 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | WELF | NameControl |
| Phone | 2122475225 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT COOL | Name |
| Title | DIRECTOR OF FUND ADMINISTRATION | Title |
| Phone | 2122475225 | Phone |
| Date Signed | 2011-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LEONARD FRUCHTER | Name |
| Phone | 2129573600 | Phone |
| Date Prepared | 2011-05-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SCOTT COOL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 47056351 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | FUNDONEIATSE.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | THE FUND'S EXEMPT PURPOSE IS TO PROVIDE INSURANCE COVERAGE FOR ITS PARTICIPANTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 3 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 26336937 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 26466672 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1313210 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1000923 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3047353 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3428194 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 30697500 | TotalRevenuePriorYear |
| Total Revenue Current Year | 30895789 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 30575905 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 31539845 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 870213 | OtherExpensePriorYear |
| Other Expenses Current Year | 987288 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 31446118 | TotalExpensesPriorYear |
| Total Expenses Current Year | 32527133 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -748618 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1631344 | RevenuesLessExpensesCY |
| Total Assets BOY | 35585146 | TotalAssetsBOY |
| Total Assets EOY | 37514476 | TotalAssetsEOY |
| Total Liabilities BOY | 2938806 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3544589 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 32646340 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 33969887 | NetAssetsOrFundBalancesEOY |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | INSURANCE BENEFIT EXPENSE (PROVIDES INSURANCE BENEFITS TO THE FUNDS PARTICIPANTS THROUGH VARIOUS VENDORS) | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 3 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 1 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT COOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2122475225 | TelephoneNumber |
Address US AddressUS
| 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) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|
| JAMES J CLAFFEY JR | ||||||
| TRUSTEE | 15.00 | X | 0 | 208080 | 0 | |
| ROBERT SCORE | ||||||
| TRUSTEE | 15.00 | X | 0 | 180475 | 0 | |
| ROBERT MCDONOUGH | ||||||
| TRUSTEE | 15.00 | X | 0 | 181785 | 0 | |
| CBROCKMEYER | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| ann marie hackett | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| SEAN QUINN | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| SCOTT COOL | ||||||
| DIRECTOR OF FUND ADMINISTRATION | 40.00 | 163164 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 163164 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 570340 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EMPLOYER CONTRIBUTIONS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 26466672 | TotalRevenueColumn |
| Related Or Exempt Function Income | 26466672 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 26466672 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1059452 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1059452 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16102033 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16160562 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -58529 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -58529 | TotalRevenueColumn |
| Related Or Exempt Function Income | -58529 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| DIRECT PAY-PARTICIPANT | 900099 | 2431726 | 2431726 |
| MEDICAID | 900099 | 447224 | 447224 |
| SETTLEMENTS & REBATES | 900099 | 281886 | 281886 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 267358 | TotalRevenueColumn |
| Related Or Exempt Function Income | 267358 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3428194 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30895789 | TotalRevenueColumn |
| Related Or Exempt Function Income | 30895789 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31539845 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134640 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15000 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1233 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4573 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| FUND OFFICE EXPENSE | 515130 |
| CONSULTING FEES | 223535 |
| OTHER PROFESSIONAL FEES | 50000 |
| CUSTODIAN FEES | 43177 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32527133 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1770671 | BOY |
| EOY | 1441531 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3134978 | BOY |
| EOY | 1135054 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2323887 | BOY |
| EOY | 2546483 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 742 | BOY |
| EOY | 464 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 162014 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 111940 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54648 | BOY |
| EOY | 50074 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28174545 | BOY |
| EOY | 32123237 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125675 | BOY |
| EOY | 217633 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35585146 | BOY |
| EOY | 37514476 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2938806 | BOY |
| EOY | 3544589 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2938806 | BOY |
| EOY | 3544589 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32646340 | BOY |
| EOY | 33969887 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32646340 | BOY |
| EOY | 33969887 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35585146 | BOY |
| EOY | 37514476 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 74502 | OtherCostOrOtherBasis |
| Depreciation | 26069 | Depreciation |
| Book Value | 48433 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 87512 | OtherCostOrOtherBasis |
| Depreciation | 85871 | Depreciation |
| Book Value | 1641 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 50074 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STATE STREET INVESTMENTS | Description |
| Book Value | 32123237 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 32123237 | TotalOfBookValueSecurities |
| Total Revenue | 30895789 | TotalRevenue |
| Total Expenses | 32527133 | TotalExpenses |
| Excess Or Deficit For Year | -1631344 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2954891 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 2954891 | TotalAdjustments |
| Excess Or Deficit Per FS | 1323547 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 33827391 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2954891 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 2954891 | RevenueNotRptdF990 |
| Revenue Subtotal | 30872500 | RevenueSubtotal |
| Investment Expenses Not Included | 23289 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 23289 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 30895789 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 32503844 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 32503844 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 23289 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 23289 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 32527133 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES J CLAFFEY JR | |||||||||||||
| 0 | 208080 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 208080 | 0 | 0 |
| ROBERT SCORE | |||||||||||||
| 0 | 179831 | 0 | 0 | 0 | 644 | 0 | 0 | 0 | 0 | 0 | 180475 | 0 | 0 |
| ROBERT MCDONOUGH | |||||||||||||
| 0 | 179831 | 0 | 0 | 0 | 1954 | 0 | 0 | 0 | 0 | 0 | 181785 | 0 | 0 |
| SCOTT COOL | |||||||||||||
| 163164 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 163164 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. THE 990 WAS DISCUSSED AND QUESTIONS WERE ADDRESSED PRIOR TO FILING. | |
| 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 XI LINE 2C | THERE HAS BEEN NO CHANGE IN THE PROCESS. | OVERSIGHT RESPONSIBILITY |
| FORM 990 PART VI SECT A LINE 9 | CHRISTOPHER BROCKMEYER THE BROADWAY LEAGUE 226 WEST 47TH STREET NEW YORK, NY 10036 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 | TRUSTEE MAILING ADDRESSES WHO CAN'T BE REACHED AT ORGANIZATION'S ADDRESS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection |
|---|---|---|---|---|---|---|---|
| LOCAL NO ONE IATSE - ANNUITY FUND | |||||||
| 320 WEST 46TH STREET | NEW YORK | NY | 10036 | 133022965 | NON CONTRIBUTORY ANNUITY PLAN | NY | 501 (A) |
| LOCAL NO ONE IATSE - PENSION FUND | |||||||
| 320 WEST 46TH STREET | NEW YORK | NY | 10036 | 136414973 | NON CONTRIBUTORY DEFINED BENEFIT PENSION PLAN | NY | 501 (A) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENSION FUND COMINGLED EXPENSES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | M | TransactionType |
| Amount Involved | 498535 | AmountInvolved |