2024-03-15T08:26:48-05:00 2023-04-30 232586736 DANIEL A WINTERS & COMPANY CPAS 6 DICKINSON DR STE 205 CHADDS FORD PA 19317 990 2022-05-01 236919093 SCHOLARSHIP FUND OF STEAMFITTERS LU 420 SCHO 2673504200 14420 TOWNSEND ROAD SUITE A PHILADELPHIA PA 19154 THOMAS F REDDEN III TRUSTEE 2673504200 2024-03-15 1 THOMAS REDDEN III 999009999 0 CRAIG D WINTERS CPA P00154131 6103582000 2024-03-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THOMAS F REDDEN III 14420 TOWNSEND ROAD SUITE A PHILADELPHIA PA 19154 719321 0 X N/A X 1987 PA TO PROVIDE SCHOLARSHIPS. 6 6 0 0 0 0 197445 207882 0 0 396 8048 97319 28815 295160 244745 118500 127500 0 0 0 0 0 0 0 22156 33024 140656 160524 154504 84221 632295 716068 0 0 632295 716068 TO PROVIDE POST HIGH SCHOOL SCHOLARSHIPS TO SELECTED DEPENDENT CHILDREN OF ELIGIBLE UNION MEMBERS. 0 0 160524 127500 244745 TO PROVIDE POST HIGH SCHOOL SCHOLARSHIPS TO SELECTED DEPENDENT CHILDREN OF ELIGIBLE UNION MEMBERS. THIS IS ESSENTIALLY THE ONLY PROGRAM SERVICE OF THE ORGANIZATION AND ALL OF THE REVENUES AND EXPENSES ARE CONSIDERED TO BE FOR THIS PURPOSE. 160524 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 PA X THOMAS F REDDEN III 2673504200 14420 TOWNSEND ROAD SUITE A PHILADELPHIA PA 19154 X JAMES SNELL CO-CHAIRMAN 1.00 5.00 X 0 0 0 JIM DOUGHERTY CO-CHARIMAN 1.00 5.00 X 0 0 0 THOMAS REDDEN TRUSTEE 1.00 5.00 X 0 0 0 JAMES P GAFFNEY TRUSTEE 1.00 1.00 X 0 0 0 LEONARD DITULLIO TRUSTEE 1.00 2.00 X 0 0 0 ORVILLE ROBINSON TRUSTEE 1.00 4.00 X 0 0 0 0 0 0 0 0 0 0 0 207882 207882 6614 6614 350000 348566 1434 1434 1434 154825 126010 28815 28815 244745 0 0 36863 127500 127500 1551 1551 28865 28865 EVALUATIONS 2400 2400 CHARITABLE ORGANIZATION 150 150 BANK SERVICE CHARGES 58 58 160524 160524 0 0 632029 711681 266 4387 632295 716068 0 0 X 0 0 0 0 0 0 632295 716068 632295 716068 84221 -448 0 X X 0 1 X 0 0 X 94809 86110 74597 197445 207882 660843 94809 86110 74597 197445 207882 660843 660843 10277 8852 5702 499 6614 31944 692787 696780 0.95390 0.94960 X 0 X 370307 -448 -448 370755 -126010 -126010 244745 286534 126010 126010 160524 0 160524 PART X, LINE 2: ASC TOPIC 740 - INCOME TAXES CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN, INCLUDING THE ENTITY'S STATUS AS A TAX-EXEMPT ENTITY. THE PLAN HAS DETERMINED THERE IS NO IMPACT OF ASC TOPIC 740 ON ITS FINANCIAL STATEMENTS FOR THE YEARS ENDED APRIL 30, 2023 AND 2022. THE PLAN IS NO LONGER SUBJECT TO FEDERAL INCOME EXAMINATION FOR THE YEARS ENDED PRIOR TO APRIL 30, 2020. PART XII; LINE 2D THESE EXPENSES ARE DIRECT FUNDRAISING EXPENSES DEDUCTED ON LINE 8B FROM THE FUNDRAISING INCOME ON LINE 8A. PART XI; LINE 4B THESE EXPENSES ARE DIRECT FUNDRAISING EXPENSES DEDUCTED ON LINE 8B FROM THE FUNDRAISING INCOME ON LINE 8A. DINNER DANCE 154825 0 154825 97792 7000 21218 154825 154825 97792 7000 21218 126010 28815 1 SCHOLARSHIP FOR ATTENDANCE AT ALBRIGHT COLLEGE 1 3000 SCHOLARSHIP FOR ATTENDANCE AT BAYLOR UNIVERSITY 1 3000 SCHOLARSHIP FOR ATTENDANCE AT CHESTNUT HILL COLLEGE 1 3000 SCHOLARSHIP FOR ATTENDANCE AT COLBY COLLEGE 1 3000 SCHOLARSHIP FOR ATTENDANCE AT COMMONWEALTH UNIVERSITY OF PA 1 3000 SCHOLARSHIP FOR ATTENDANCE AT ELON UNIVERSITY 1 3000 SCHOLARSHIP FOR ATTENDANCE AT EMBRY-RIDDLE AERONAUTICAL UNIVERSITY 2 6000 SCHOLARSHIP FOR ATTENDANCE AT HOLY FAMILY UNIVERSITY 1 3000 SCHOLARSHIP FOR ATTENDANCE AT HUNTER COLLEGE 1 3000 SCHOLARSHIP FOR ATTENDANCE AT LA SALLE UNIVERSITY 1 3000 SCHOLARSHIP FOR ATTENDANCE AT LAFAYETTE COLLEGE 1 3000 SCHOLARSHIP FOR ATTENDANCE AT LOCK HAVEN UNIVERSITY 1 3000 SCHOLARSHIP FOR ATTENDANCE AT LOYOLA COLLEGE 1 3000 SCHOLARSHIP FOR ATTENDANCE AT PENN STATE UNIVERSITY 5 15000 SCHOLARSHIP FOR ATTENDANCE AT RENSSELAER POLYTECHNIC INSTITUTE 1 3000 SCHOLARSHIP FOR ATTENDANCE AT ROCHESTER INSTITUTE OF TECHNOLOGY 1 3000 SCHOLARSHIP FOR ATTENDANCE AT ROWAN UNIVERSITY 3 9000 SCHOLARSHIP FOR ATTENDANCE AT RUTGERS UNIVERSITY 1 3000 SCHOLARSHIP FOR ATTENDANCE AT SAINT CHARLES BORROMEO SEMINARY 1 3000 SCHOLARSHIP FOR ATTENDANCE AT SAINT JOSEPH'S UNIVERSITY 1 3000 SCHOLARSHIP FOR ATTENDANCE AT SLIPPERY ROCK UNIVERSITY 2 6000 SCHOLARSHIP FOR ATTENDANCE AT TEMPLE UNIVERSITY 2 6000 SCHOLARSHIP FOR ATTENDANCE AT THOMAS JEFFERSON UNIVERSITY 1 3000 SCHOLARSHIP FOR ATTENDANCE AT THE UNIVERSITY OF DELAWARE 2 6000 SCHOLARSHIP FOR ATTENDANCE AT THE UNIVERSITY OF MARYLAND 2 6000 SCHOLARSHIP FOR ATTENDANCE AT THE UNIVERSITY OF NEW HAMPSHIRE 1 3000 SCHOLARSHIP FOR ATTENDANCE AT THE UNIVERSITY OF PITTSBURGH 1 3000 SCHOLARSHIP FOR ATTENDANCE AT WEST CHESTER UNIVERSITY 3 9000 SCHOLARSHIP FOR ATTENDANCE AT WEST VIRGINIA UNIVERSITY 1 1500 SCHOLARSHIP FOR ATTENDANCE AT WIDENER UNIVERSITY 1 3000 FORM 990, PART VI, SECTION A, LINE 7A THE FUND IS ADMINISTERED BY SIX (6) TRUSTEES. THREE OF WHOM ARE APPOINTED BY THE UNION AND THREE OF WHOM ARE APPOINTED BY THE MECHANICAL & SERVICE CONTRACTORS ASSOCIATION OF EASTERN PENNSYLVANIA, INC. FORM 990, PART VI, SECTION B, LINE 11B THE FUND'S EXTERNAL ACCOUNTANTS, DANIEL A. WINTERS & COMPANY, CPA'S, PREPARES THE FUND'S FORM 990 BASED ON INPUT FROM THE FUND. THE FORM IS THEN GIVEN TO THE FUND'S ON-STAFF ACCOUNTANT AND TRUSTEE/SECRETARY TREASURER FOR REVIEW AND APPROVAL, AND THEN THE FORM IS FILED. FORM 990, PART VI, SECTION C, LINE 19 THE FUND'S FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THE FUND DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ARE RESPONSIBLE FOR THE OVERSIGHT OF THE ANNUAL AUDIT OF THE FUND'S BOOKS AND RECORDS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. STEAMFITTERS LOCAL UNION NO 420 WELFARE PLAN 14420 TOWNSEND ROAD SUITE B PHILADELPHIA PA 191541028 232715440 TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS PA 501(C)(9) N/A 0 STEAMFITTERS LOCAL UNION NO 420 PENSION PLAN 14420 TOWNSEND ROAD SUITE B PHILADELPHIA PA 191541028 232004424 TO PROVIDE PENSION BENEFITS TO PARTICIPANTS PA 401(A) N/A 0 STEAMFITTERS LOCAL UNION NO 420 SUPPLEMENTAL RETIREMENT PLAN 14420 TOWNSEND ROAD SUITE B PHILADELPHIA PA 191541028 232495379 TO PROVIDE RETIREMENT BENEFITS TO PARTICIPANTS PA 401(A) N/A 0 STEAMFITTERS LU NO420 APPRENTICESHIP AND JOURNEYMAN TRAINING FUND 14420 TOWNSEND ROAD SUITE A PHILADELPHIA PA 191541028 236209472 EDUCATION FOR APPRENTICESHIP AND JOURNEYMEN PA 501 (C) 3 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME, ADDRESS, AND EIN OF RELATED ORGANIZATION: STEAMFITTERS LOCAL UNION NO. 420 APPRENTICESHIP AND JOURNEYMAN TRAINING FUND EIN: 23-6209472 14420 TOWNSEND ROAD, SUITE A PHILADELPHIA, PA 19154-1028