2025-10-31T14:29:25-05:00 2024-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2024-01-01 042675425 NORTH ATLANTIC STATES CARPENTERS TRAINING FUND NORT 5087925443 13 HOLMAN RD MILLBURY MA 01527 ZIVEN DRAKE EXECUTICE DIRECTOR 5087925443 2025-10-31 1 1 CAROL WESTFALL P00539069 6312734778 2024 2025-03-06 01:10:19Z THOMAS FISCHER 13 HOLMAN RD MILLBURY MA 01527 24438620 0 X WWW.NECARPENTERS.ORG X 1979 MA THE PURPOSE OF THE PLAN IS TO PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 22 22 191 0 0 0 418954 789341 19791800 20781889 1058588 1697639 671070 81475 21940412 23350344 0 0 0 0 11944846 12847428 0 0 0 9656068 11165523 21600914 24012951 339498 -662607 69778815 76383906 13981158 14434457 55797657 61949449 THE PURPOSE OF THE PLAN IS TO PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 0 0 20454589 20863364 THE PURPOSE OF THE PLAN IS TO PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 20454589 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 7 0 1 191 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X ZIVEN DRAKE 5087925443 13 HOLMAN RD MILLBURY MA 01527 JOHN LEAVITT TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL HOLMES TRUSTEE/CO-CHAIRMAN 1.00 2.00 X 0 0 0 ERNEST PAGAN - THRU 1124 TRUSTEE 1.00 0.00 X 0 0 0 DAVID MINASIAN TRUSTEE 1.00 1.00 X 0 0 0 WILLIAM BANFIELD TRUSTEE 1.00 1.00 X 0 0 0 PETER MCANEARNEY TRUSTEE 1.00 0.00 X 0 0 0 CHRISTOPHER AUSTIN TRUSTEE 1.00 0.00 X 0 0 0 MITCHELL LATIMER TRUSTEE 1.00 0.00 X 0 0 0 NICOLE GRODNER TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM MAHERIS TRUSTEE/CO-CHAIRMAN 1.00 1.00 X 0 0 0 JOSEPH MCPHERSON TRUSTEE 1.00 0.00 X 0 0 0 BILL TRAILL TRUSTEE 1.00 0.00 X 0 0 0 JAMES BEACH TRUSTEE 1.00 0.00 X 0 0 0 JOHN BUTTS TRUSTEE 1.00 0.00 X 0 0 0 CHRISTOPHER FILOMENO TRUSTEE 1.00 0.00 X 0 0 0 F MATTHEW PEPE TRUSTEE 1.00 0.00 X 0 0 0 EARL HALL TRUSTEE 1.00 0.00 X 0 0 0 JAMES LOGAN TRUSTEE 1.00 0.00 X 0 0 0 TODD HELFRICH TRUSTEE 1.00 0.00 X 0 0 0 ROBERT PINE TRUSTEE 1.00 0.00 X 0 0 0 JOHN FERRANTE TRUSTEE 1.00 1.00 X 0 0 0 RICH SIMEONE TRUSTEE 1.00 0.00 X 0 0 0 RYAN SIMONS TRUSTEE 1.00 0.00 X 0 0 0 THOMAS FISCHER EXECUTIVE DIRECTOR 39.00 1.00 X 229911 0 61051 ZIVEN DRAKE ASST. EXECUTIVE DIRECTOR 38.00 2.00 X 193434 0 61051 ERIC MARTINEZ COORDINATOR 40.00 0.00 X 166514 0 69738 JUAN MIRANDA INSTRUCTOR 40.00 0.00 X 145830 0 65984 MICHAEL MICKLOS INSTRUCTOR 40.00 0.00 X 152217 0 67541 JAMES BARR INSTRUCTOR 40.00 0.00 X 144274 0 60991 PAUL BLANCHARD COORDINATOR 40.00 0.00 X 158281 0 67901 1190461 0 454257 36 0 1 0 C&S TECHNICAL RESOURCES INC 499 COL EILEEN COLLINS BLVD SYRACUSE NY 13212 CONST/MAINTENANCE 3709762 L&W SUPPLY CORPORATION PO BOX 412898 BOSTON MA 022412898 TRAINING MAT/SUPP 363319 LIDCO ELECTRICAL CONTRACTORS 425 MAIN ST HOLDEN MA 01520 CONST/MAINTENANCE 260452 SUNBELT RENTALS PO BOX 409211 ATLANTA GA 303849211 TRAINING MAT/SUPP 242276 COLLINS & SONS EXCAVATING PO BOX 115 WALES MA 01081 CONST/MAINTENANCE 227516 16 566696 222645 222645 789341 EMPLOYER CONTRIBUTIONS 236200 20366888 20366888 RENT INCOME FROM AFFILIATE 531120 415001 415001 20781889 1250915 1250915 1535000 1088276 446724 446724 446724 TEXTBOOKS 236200 54754 54754 OTHER REIMBURSEMENT 236200 17964 17964 RECYCLING INCOME 236200 6579 6579 2178 2178 81475 23350344 20863364 0 1697639 545447 407262 138185 7797059 6585793 1211266 2437047 2178936 258111 1363056 1115538 247518 704819 591734 113085 85753 85753 89500 89500 33796 33796 393588 277687 115901 155270 147543 7727 3147315 2976604 170711 1008365 1008365 600179 600179 2085815 2085815 766005 525598 240407 MATERIALS AND SUPPLIES 2162812 2162812 APP. STIPEND AND TRAVEL 939873 939873 TEXTBOOKS AND MANUALS 432031 432031 EQUIPMENT RENTAL 350999 350999 -1085778 -1332001 246223 24012951 20454589 3558362 0 961 3870214 2062016 3084391 3299603 109378 84669 57351275 27473829 24316600 29877446 28917386 31520921 9479885 9539251 69778815 76383906 1375379 1087468 12605779 13346989 13981158 14434457 X 0 0 0 0 55797657 61949449 55797657 61949449 69778815 76383906 X -662607 1098917 5715482 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 854072 854072 50680320 22401945 28278375 2767720 2446684 321036 3049163 2625200 423963 29877446 DUE FROM RELATED ORGANIZATION 9488696 CAPITALIZED DEBT ACQUISITION COST 50555 9539251 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE NONDISCRIMINATORY POLICY IS ON THE NORTH ATLANTIC STATES CARPENTERS TRAINING FUND WEBSITE SCHEDULE E, PART I, LINE 4 (B) NO SCHOLARSHIPS OR FINANCIAL ASSISTANCE (D) NO CONTRIBUTIONS ARE SOLICITED X X 0 0 0 0 0 0 0 0 0 THOMAS FISCHER EXECUTIVE DIRECTOR 229911 0 0 0 0 0 41697 0 19354 0 290962 0 0 0 ZIVEN DRAKE ASST. EXECUTIVE DIRECTOR 193434 0 0 0 0 0 41697 0 19354 0 254485 0 0 0 ERIC MARTINEZ COORDINATOR 166514 0 0 0 0 0 50384 0 19354 0 236252 0 0 0 PAUL BLANCHARD COORDINATOR 158281 0 0 0 0 0 48547 0 19354 0 226182 0 0 0 MICHAEL MICKLOS INSTRUCTOR 152217 0 0 0 0 0 48187 0 19354 0 219758 0 0 0 JUAN MIRANDA INSTRUCTOR 145830 0 0 0 0 0 46630 0 19354 0 211814 0 0 0 JAMES BARR INSTRUCTOR 144274 0 0 0 0 0 41637 0 19354 0 205265 0 0 0 X TRAINING EQUIPMENT & MATERIALS 5 222645 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM WAS PREPARED IN COORDINATION WITH MANAGEMENT AND FULL TIME EMPLOYEES OF THE ORGANIZATION. ONCE COMPLETE, THE FORM WAS PROVIDED TO, AND REVIEWED BY THE OFFICERS. FORM 990, PART VI, SECTION B, LINE 12C AS REQUIRED BY THE FUND'S POLICY AND BY ERISA, OFFICERS AND EMPLOYEES HAVE A CONTINUOUS OBLIGATION TO REPORT POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 ALL EMPLOYEE SALARIES, NEW HIRES AND TERMINATIONS ARE DETERMINED BY MANAGEMENT AND THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. PARTICIPANTS MAY VIEW DOCUMENTS AT THE FUND OFFICE UPON REQUEST. FORM 990, PART XI, LINE 9: NET ASSETS TRANSFERRED DUE TO MERGER 5,715,482. NECCTF LLC 500 MAIN STREET WALLINGFORD CT 06492 REALTY HOLDING CORP CT 0 1982743 NASCTF CANDIA RD NECTF LLC 920 CANDIA RD MANCHESTER NH 03109 REALTY HOLDING CORP NH 374177 5003571 NASCTF BOSTON CARPENTERS TRAINING CENTER 750 DORCHESTER AVENUE BOSTON MA 02152 800554873 TRAINING CENTER MA 501(C)(3) 2 NASCTF 1 EMPIRE STATE CARPENTERS APPRENTICE RE CO 270 MOTOR PARKWAY DEPT B HAUPPAUGE NY 11788 810557573 REALTY HOLDING CORP NY 501(C)(2) N/A NASCTF 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 EMPIRE STATE CARPENTERS APPRENTICE RE CORP K 205322 LEASE AGREEMENT