2025-03-24T14:48:56-05:00 2024-06-30 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2023-07-01 132583087 NYCDCC APPRENTICESHIP JOURNEYMAN RETRAINING EDUCATIONAL & INDUSTRY FUND NYCD 2123667300 395 HUDSON STREET NEW YORK NY 10014 KRISTIN O'BRIEN EXECUTIVE DIRECTOR 2123667300 2025-03-24 1 1 CAROL WESTFALL P00539069 6312734778 2023 2025-03-06 01:10:19Z KRISTIN O'BRIEN FOWLKES 395 HUDSON STREET NEW YORK NY 10014 22807779 0 X NYCCARPENTERSTRAININGCENTER.ORG X 1966 NY THE PURPOSE OF THE PLAN IS TO PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 12 12 60 0 0 0 957031 1153819 11530349 15721785 715664 3555103 95658 111753 13298702 20542460 0 0 0 0 8025570 7985994 0 0 0 7505113 7242768 15530683 15228762 -2231981 5313698 39516904 42152597 10903602 8601558 28613302 33551039 THE PURPOSE OF THE PLAN IS TO PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 0 0 12887313 15721785 THE PURPOSE OF THE PLAN IS TO PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 12887313 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 1 0 1 25 0 1 60 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X BOARD OF TRUSTEES 2123667300 395 HUDSON STREET NEW YORK NY 10014 DAVID MEBERG EMP TRUSTEE - CO-CHAIRMAN 2.00 0.00 X 0 0 0 KEVIN O'CALLAGHAN EMP TRUSTEE 2.00 0.00 X 0 0 0 JOHN DELOLLIS EMP TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL SALGO EMP TRUSTEE 2.00 0.00 X 0 0 0 ROBERT WESSELS EMP TRUSTEE 2.00 0.00 X 0 0 0 JOHN O'HARE EMP TRUSTEE 2.00 0.00 X 0 0 0 JOSEPH GEIGER UNION TRUSTEE - CO-CHAIRMAN 2.00 0.00 X 0 0 0 JOHN SHEEHY UNION TRUSTEE 2.00 0.00 X 0 0 0 PAUL CAPURSO UNION TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL CAVANAUGH UNION TRUSTEE 2.00 0.00 X 0 0 0 DAVID CARABALLOSO UNION TRUSTEE 2.00 0.00 X 0 0 0 ADAM HARKIN - EFF 823 UNION TRUSTEE 2.00 0.00 X 0 0 0 KRISTIN O'BRIEN FOWLKES EXECUTIVE DIR 2.00 38.00 X 0 267383 63390 ANNE MASSA DIRECTOR OF FINANCE & INV 2.00 38.00 X 0 230071 51826 JAMES HAYES TRAINING DIRECTOR 40.00 0.00 X 194727 0 75710 RAFAL SZEWCZYK INSTRUCTOR 40.00 0.00 X 180267 0 75710 ROBERT MCAULIFFE INSTRUCTOR 40.00 0.00 X 179272 0 75710 RICHARD WONG INSTRUCTOR 40.00 0.00 X 175591 0 75710 THOMAS SCANLON INSTRUCTOR 40.00 0.00 X 169628 0 75710 VINCENT MATTERA INSTRUCTOR 40.00 0.00 X 165229 0 75710 1064714 497454 569476 21 0 1 0 HARVARD PROTECTION SERVICES 59 MAIDEN LANE 17TH FLOOR NEW YORK NY 10038 SECURITY 657170 CUSHMAN & WAKEFIELD INC 1290 AVENUE OF AMERICAS 7TH FLR NEW YORK NY 10104 PROPERTY MANAGEMENT 218453 CLARITY TESTING SERVICES INC 150 WHITE PLAINS ROAD STE 204 TARRYTOWN NY 10591 MEDICAL SERVICES CONTRACT 127049 WESTERN SPECIALTY CONTRACTORS 720 GRAND AVENUE RIDGEFIELD NJ 07657 CONSTRUCTION 119354 4 945448 208371 79340 1153819 EMPLOYER CONTRIBUTIONS 236200 15645205 15645205 REIMBURSED EXPENSES 236200 76580 76580 15721785 820422 820422 67410 0 67410 67410 67410 5000000 2265319 2734681 2734681 2734681 MISCELLANEOUS INCOME 236200 44343 44343 44343 20542460 15721785 0 3666856 274503 274503 4304878 3845867 459011 1876372 1744874 131498 1161467 1006917 154550 368774 331599 37175 97775 97775 136455 136455 9415 9415 261320 93973 167347 364321 309999 54322 3182150 3005697 176453 11541 11541 28287 28287 758644 706278 52366 29864 29864 PROPERTY MANAGEMENT 923423 165490 757933 MATERIALS & SUPPLIES 551776 551776 ALL OTHER EXPENSES 432981 409655 23326 EDUCATIONAL COURSES 239291 239291 215525 189853 25672 15228762 12887313 2341449 0 818856 1917046 401170 360126 2051742 2719601 11096248 8591861 3012311 2504387 24985645 28092460 8247180 6558977 39516904 42152597 321351 319974 10582251 8281584 10903602 8601558 X 0 0 0 0 28613302 33551039 28613302 33551039 39516904 42152597 5313698 -375961 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2936041 1794812 1141229 7352681 6227823 1124858 807526 569226 238300 2504387 RIGHT OF USE ASSET 6502294 SECURITY DEPOSIT 38250 PREPAID EXPENSES 8856 INVENTORY 9519 INTEREST RECEIVABLE 58 6558977 LEASE LIABILITY 8281584 8281584 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 PUBLISHED ANNUALLY ON THE FUND'S WEBSITE. SCHEDULE E, PART I, LINE 4 (B) NO SCHOLARSHIPS OR FINANCIAL ASSISTANCE PROVIDED (D) NO CONTRIBUTIONS ARE SOLICITED SCHEDULE E, PART I, LINE 6 THE PLAN RECEIVED A SUB-AWARD AGREEMENT WITH RUTGERS, THE STATE UNIVERSITY OF NEW JERSEY, FOR A HAZARDOUS MATERIALS WORKER HEALTH AND SAFETY TRAINING PROGRAM. THE AWARDING AGENCY IS THE NATIONAL INSTITUTE OF ENVIRONMENTAL HEALTH SCIENCES AND IS FUNDED THROUGH THE DEPARTMENT OF HEALTH AND HUMAN SERVICES. THE PLAN RECEVIED A SUB-AWARD AGREEMENT WITH THE NEW YORK STATE DEPARTMENT OF LABOR FOR A PRE-APPRENTICESHIP PROGRAM. THE FUNDING FOR THE AWARD GRANTED UNDER THIS CONTRACT IS PROVIDED BY THE UNITED STATES DEPARTMENT OF LABOR. 1 X X 0 0 0 0 0 0 0 0 0 KRISTIN O'BRIEN FOWLKES EXECUTIVE DIR 0 267383 0 0 0 0 0 34480 0 28910 0 330773 0 0 ANNE MASSA DIRECTOR OF FINANCE & INV 0 230071 0 0 0 0 0 22916 0 28910 0 281897 0 0 JAMES HAYES TRAINING DIRECTOR 194727 0 0 0 0 0 46800 0 28910 0 270437 0 0 0 RAFAL SZEWCZYK INSTRUCTOR 180267 0 0 0 0 0 46800 0 28910 0 255977 0 0 0 ROBERT MCAULIFFE INSTRUCTOR 179272 0 0 0 0 0 46800 0 28910 0 254982 0 0 0 RICHARD WONG INSTRUCTOR 175591 0 0 0 0 0 46800 0 28910 0 251301 0 0 0 THOMAS SCANLON INSTRUCTOR 169628 0 0 0 0 0 46800 0 28910 0 245338 0 0 0 VINCENT MATTERA INSTRUCTOR 165229 0 0 0 0 0 46800 0 28910 0 240939 0 0 0 FRANK A FRANZESE FAMILY MEMBER 237658 SALARY AND BENEFITS 0 X TOOLS 3 79340 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE PLAN IS JOINTLY ADMINISTERED BY TRUSTEES WHO ARE APPOINTED BY THE DISTRICT COUNCIL AND BY EMPLOYER ASSOCIATIONS. FORM 990, PART VI, SECTION B, LINE 11B NYCDCC APPRENTICESHIP JOURNEYMAN, RETRAINING, EDUCATIONAL AND INDUSTRY FUND - FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT. THE RETURN IS THEN PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C NYCDCC APPRENTICESHIP, JOURNEYMAN, RETRAINING, EDUCATIONAL AND INDUSTRY FUND MONITORS ITS CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 NYCDCC APPRENTICESHIP, JOURNEYMAN, RETRAINING, EDUCATIONAL AND INDUSTRY FUND'S BOARD OF TRUSTEES REVIEW COMPENSATION OF ALL EMPLOYEES ON AN ANNUAL BASIS AND VERIFY THAT PERSONS WITH A CONFLICT OF INTEREST WERE NOT INCLUDED IN APPROVAL PROCESS AND DOCUMENT IT IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 NYCDCC APPRENTICESHIP, JOURNEYMAN, RETRAINING, EDUCATIONAL AND INDUSTRY FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO ALL PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. NYC CARPENTERS RELIEF AND CHARITY FUND 395 HUDSON STREET NEW YORK NY 10014 133490897 CHARITABLE ORGANIZATION NY 501(C)(3) LINE 10 0 NYCDCC PENSION FUND 395 HUDSON STREET NEW YORK NY 10014 510174276 PENSION FUND NY 501(A) N/A 0 NYCDCC ANNUITY FUND 395 HUDSON STREET NEW YORK NY 10014 510174279 PENSION FUND NY 501(A) N/A 0 NYCDCC WELFARE FUND 395 HUDSON STREET NEW YORK NY 10014 135615576 HEALTH AND WELFARE BENEFIT FUND NY 501(C)(9) N/A 0 RETIREMENT AND PENSION FUND FOR OFFICERS 395 HUDSON STREET NEW YORK NY 10014 510167964 PENSION FUND NY 501(A) N/A 0 CARP CONTRACTOR ALLIANCE OF METRO NY 245 5TH AVE-SUITE 901 NEW YORK NY 10016 562410898 LABOR MANAGEMENT ORGANIZATION NY 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 NYCDCC PENSION FUND K 3005697 CASH PAID NYCDCC WELFARE FUND P 1203600 CASH PAID