2025-04-24T14:49:47-05:00 2024-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-01-01 566664024 ENGINEERS CHARITABLE TRUST ENGI 7188478484 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 DARREN TURTON TRUSTEE 7188478484 2025-04-24 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-04-24 2024 2025-03-06 01:10:19Z DARREN TURTON 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 561440 0 X N/A X 2007 NY THE PURPOSE OF THE PLAN IS TO RAISE FUNDS THROUGH VARIOUS EVENTS TO BE USED TOWARDS AWARDING SCHOLARSHIPS TO COLLEGE STUDENTS AND PROVIDING DONATIONS TO OTHER TAX-EXEMPT CHARITIES. 4 3 0 0 0 0 528121 432347 0 0 648 4726 -144903 -132491 383866 304582 74000 72000 0 0 0 0 0 0 0 20403 20763 94403 92763 289463 211819 763123 965792 15156 6006 747967 959786 THE PURPOSE OF THE PLAN IS TO RAISE FUNDS THROUGH VARIOUS EVENTS TO BE USED TOWARDS AWARDING SCHOLARSHIPS TO COLLEGE STUDENTS AND PROVIDING DONATIONS TO OTHER TAX-EXEMPT CHARITIES. 0 0 72000 72000 124367 THE PURPOSE OF THE PLAN IS TO RAISE FUNDS THROUGH VARIOUS EVENTS TO BE USED TOWARDS AWARDING SCHOLARSHIPS TO COLLEGE STUDENTS AND PROVIDING DONATIONS TO OTHER TAX-EXEMPT CHARITIES. 72000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 0 0 0 NY X ROBERT MOCCIO 7188478484 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 DARREN TURTON TRUSTEE 1.00 X 0 0 0 CHRISTOPHER DILEON TRUSTEE 1.00 X 0 0 0 FRED SURACE TRUSTEE 1.00 X 0 0 0 ROBERT MOCCIO EXECUTIVE DIRECTOR 1.00 41.00 X 0 297863 94257 0 297863 94257 0 0 1 0 0 301998 130349 432347 4726 4726 124367 301998 256858 -132491 -132491 304582 0 0 -127765 72000 72000 5700 5700 12000 12000 2526 2526 537 537 92763 72000 20763 0 763123 965792 763123 965792 15156 6006 15156 6006 X 747967 959786 747967 959786 763123 965792 211819 0 X X 0 1 X 1 0 X 241961 142483 249069 528121 432347 1593981 44996 58578 82819 171250 124367 482010 286957 201061 331888 699371 556714 2075991 0 0 0 2075991 1668 1373 545 648 4726 8960 1668 1373 545 648 4726 8960 288625 202434 332433 700019 561440 2084951 0.99570 0.99740 0.00430 0.00260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO RELATED ENTITY 6006 6006 X 561440 256858 256858 304582 0 304582 349621 256858 256858 92763 0 92763 PART X, LINE 2: MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND TO RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND. PART XI, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSES 256,858. PART XII, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSES 256,858. DINNER DANCE 268445 210420 58025 67391 12325 61261 GOLF OUTINGS 140950 84570 56380 23550 40172 17419 2 16970 7008 9962 23601 2242 8897 426365 301998 124367 114542 42414 12325 87577 256858 -132491 1 SCHOLARSHIPS 24 72000 PART VI - ADDITIONAL SUPPLEMENTAL INFORMATION THE ORGANIZATION HAS COMMITTED ITSELF TO PAY AMOUNTS AWARDED ON BEHALF OF SCHOLARSHIP RECIPIENTS. EACH SCHOLARSHIP IS AWARDED AT THE RATE OF $2,500 PER SEMESTER FOR EIGHT CONSECUTIVE SEMESTERS OF STUDY AT ANY ACCREDITED UNDERGRADUATE COLLEGE OR UNIVERSITY, FOR A TOTAL OF $20,000 PER RECIPIENT. THE ORGANIZATION RETAINS INFORMATION ON THE ELIGIBILITY OF EACH RECIPIENT, INCLUDING PROOF OF ATTENDANCE. PAYMENT IS MADE DIRECTLY TO THE COLLEGE OR UNIVERSITY AFTER BOARD OF TRUSTEE APPROVAL OF THE DISBURSEMENT. 0 0 0 0 0 0 0 0 0 ROBERT MOCCIO EXECUTIVE DIRECTOR 0 297863 0 0 0 0 0 78657 0 15600 0 392120 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH AN OFFICER OF THE ORGANIZATION. ONCE COMPLETE, THE FORM WAS PROVIDED TO, AND REVIEWED BY THE OFFICER. FORM 990, PART VI, SECTION B, LINE 12C REVIEWS OF THE CONFLICT OF INTEREST POLICY REQUIREMENTS ARE PERFORMED PERIODICALLY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 1 THE ENGINEERS CHARITABLE TRUST'S FINANCIAL STATEMENTS WERE PREPARED USING THE MODIFIED CASH BASIS OF ACCOUNTING. FORM 990, PART XII, LINE 2C: THE FINANCIAL STATEMENTS OF THE ORGANIZATION ARE PREPARED ON THE MODIFIED CASH BASIS OF ACCOUNTING. THE GOVERNING BODY IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND FOR SELECTING THE INDEPENDENT ACCOUNTANT WHO PERFORMS THE AUDIT. INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 30 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 135159000 LABOR UNION NY 501(C)(5) 0 STATIONARY ENGINEERS INDUSTRY STABILIZATION FUND INC 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 LABOR-MANAGEMENT RELATIONS NY 501(C)(6) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STATIONARY ENGINEERS INDUSTRY STABILIZATION FUND INC C 130349 FMV