2025-03-11T14:33:38-05:00 2024-08-31 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2023-09-01 222562168 SHEET METAL WORKERS' LOCAL UNION NO 17 APPRENTICE & TRAINING TRUST FUND SHEE 6172980850 1181 ADAMS STREET DORCHESTER MA 021245710 JOHN MARTIN ADMINISTRATOR 6172980850 2025-03-11 1 1 JEANNIE MICKEL P01058630 9789751099 2023 2025-03-06 01:10:19Z JOHN MARTIN 1181 ADAMS STREET DORCHESTER MA 021245710 4003405 0 X N/A X TAX-EXEMPT TRUST 1985 MA TO EDUCATE APPRENTICES TO BECOME DULY QUALIFIED JOURNEYMEN IN THE SHEET METAL INDUSTRY AND TO UPGRADE JOURNEYMEN SKILLS. 6 6 15 0 0 0 0 0 3681888 3764384 1065352 229889 285654 9132 5032894 4003405 0 0 899142 964410 1687819 1778106 0 0 0 980425 1094471 3567386 3836987 1465508 166418 12538567 13240470 120575 135074 12417992 13105396 NONE 0 0 3028854 3773516 THE EDUCATION OF APPRENTICES TO BECOME QUALIFIED JOURNEYMEN IN THE SHEET METAL INDUSTRY AND TO UPGRADE JOURNEYMEN SKILLS. 3028854 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 388 0 1 15 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 1 0 MA X JOHN MARTIN 6172980850 1181 ADAMS STREET DORCHESTER MA 021245710 KEVIN GILL TRUSTEE 0.00 X 0 0 0 JAMES MORGAN TRUSTEE 0.00 X 0 0 0 BARRY DWYER TRUSTEE 0.00 X 0 0 0 ROBERT BUTLER TRUSTEE 0.00 X 0 0 0 MICHAEL BURNS TRUSTEE 0.00 X 0 0 0 RICHARD KEOGH TRUSTEE 0.00 X 0 0 0 JOHN MARTIN ADMINISTRATOR 40.00 X 209735 0 130325 DANIEL FLYNN INSTRUCTOR 40.00 X 146154 0 50269 BARRY RYAN INSTRUCTOR 40.00 X 153283 0 119933 MARC LAMONICA INSTRUCTOR 40.00 X 144962 0 119574 654134 0 420101 4 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 3764384 3764384 3764384 229889 229889 SALE OF TOOLS 900099 8632 8632 OTHER INCOME 900099 500 500 9132 4003405 3773516 0 229889 964410 964410 212378 212378 811570 642615 168955 435931 267127 168804 237733 140730 97003 80494 48990 31504 15267 15267 15640 15640 30629 16060 14569 69363 69363 1821 1821 16696 11592 5104 295267 288309 6958 48165 46992 1173 EDUCATION MATERIALS 189448 189448 JOURNEYPERSON SUBSIDY 156746 156746 BUILDING REPAIRS AND MA 53915 53915 PRE-EMPLOYMENT TESTING 48627 48627 152887 82109 70778 3836987 3028854 808133 0 504574 23264 1737 878959 594196 638509 276359 19386 15127 19543 51659 8944890 3894661 5265529 5050229 727991 828352 5129252 5754371 12538567 13240470 120575 135074 120575 135074 X 0 0 0 0 12417992 13105396 12417992 13105396 12538567 13240470 166418 524668 -3682 0 X X 0 1 X 1 0 X 442554 442554 7229372 2826674 4402698 643044 473136 169908 629920 594851 35069 5050229 VANGUARD TOTAL STOCK MARKET INDEX 1731182 F BAIRD SHORT TERM BOND FUND 2817369 F VANGUARD TOTAL BOND MARKET ADMIRAL 1205820 F 5754371 X 4524391 524668 524668 3999723 3682 3682 4003405 3836987 0 3836987 0 3836987 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE DEPARTMENT OF LABOR AND INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF AUGUST 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE E, PART I, LINE 3 GENERAL CIRCULATION. 0 0 0 0 0 0 0 0 0 JOHN MARTIN ADMINISTRATOR 209735 0 0 0 0 0 92595 0 37730 0 340060 0 0 0 BARRY RYAN INSTRUCTOR 153283 0 0 0 0 0 83541 0 36392 0 273216 0 0 0 MARC LAMONICA INSTRUCTOR 144962 0 0 0 0 0 82694 0 36880 0 264536 0 0 0 DANIEL FLYNN INSTRUCTOR 146154 0 0 0 0 0 34853 0 15416 0 196423 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE PROVIDED TO THE TRAINING COORDINATOR FOR REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 15 THE REVIEW OF COMPARABILITY DATA FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SMART UNION 1157 ADAMS STREET DORCHESTER MA 02124 046133804 UNION MA 501 0 SMW LOCAL 17 ANNUITY FUND 1157 ADAMS STREET DORCHESTER MA 02124 046394579 EMPLOYEE BENEFIT FUND MA 0 SMW LOCAL 17 SUPPLEMENTAL PENSION FUND 1157 ADAMS STREET DORCHESTER MA 02124 200845880 EMPLOYEE BENEFIT FUND MA 501 0 SMW LOCAL 17 INSURANCE FUND 1157 ADAMS STREET DORCHESTER MA 02124 042088633 EMPLOYEE BENEFIT FUND MA 501 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0