2026-05-06T15:19:34-05:00 2025-06-30 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2024-07-01 946398562 UA LOCAL 38 SCHOLARSHIP TRUST FUND OF SAN FRANCISCO MARIN SONOMA MENDOCINO % MARIA C RIVERA UALO 4156262000 1621 MARKET STREET Suite 400 SAN FRANCISCO CA 94103 LARRY MAZZOLA JR CHAIRMAN 4156262000 2026-04-27 true true JESSICA R ROSTER P01317380 9252779100 2024 2025-03-06 01:10:19Z LARRY MAZZOLA JR 1621 MARKET STREET 400 SAN FRANCISCO CA 94103 1150636 false X N/A X 1967 CA PROVIDING SCHOLARSHIPS FOR DEPENDENTS OF ELIGIBLE PARTICIPANTS IN THIS MULTIEMPLOYER PLAN. 11 0 0 0 0 0 29463 100 1049760 1150536 0 0 0 0 1079223 1150636 778000 961917 0 0 22249 24006 0 0 0 41598 39209 841847 1025132 237376 125504 1232796 1358300 0 0 1232796 1358300 X THE FUND WAS ESTABLISHED BY THE TERMS OF A TRUST AGREEMENT FOR THE PURPOSE OF PROVIDING SCHOLARSHIPS FOR ATTENDANCE IN COLLEGES OR UNIVERSITIES BY DEPENDENTS OF ELIGIBLE PARTICIPANTS IN THIS MULTIEMPLOYER PLAN. false false SCHOLARSHIPS WERE PAID TO 117 DEPENDENTS OF ELIGIBLE PARTICIPANTS IN THIS MULTIEMPLOYER PLAN. false false false false false false false false false false false false false false true true false false false false false false false false false false false true false false false false false false false false false false false false true false false true X 1 0 true 0 false false false false false false false false X 11 0 false false false false false false false true true false false true true true true true true false false false CA X MARIA C RIVERA 4156262000 1621 MARKET STREET SUITE 400 SAN FRANCISCO CA 94103 X LARRY MAZZOLA JR CHAIRMAN 0.1 0.0 X X 0 0 0 FRED NURISSO CO-CHAIRMAN 0.1 0.0 X X 0 0 0 FRANKLIN REARDON SECRETARY 0.1 0.0 X X 0 0 0 ARMAND KILIJIAN TREASURER 0.1 0.0 X X 0 0 0 BILL BLACKWELL TRUSTEE 0.1 0.0 X 0 0 0 MICHAEL BUCKLEY TRUSTEE - TERM. 5/2/2025 0.1 0.0 X 0 0 0 JOHN CHIARENZA TRUSTEE 0.1 0.0 X 0 0 0 ROBERT BUCKLEY JR TRUSTEE 0.1 0.0 X 0 0 0 RJ FERRARI TRUSTEE 0.1 0.0 X 0 0 0 TONY GUZZETTA TRUSTEE 0.1 0.0 X 0 0 0 ALEX HALL TRUSTEE 0.1 0.0 X 0 0 0 JOHN CORSO ALTERNATE TRUSTEE 0.1 0.0 X 0 0 0 Kevin Caracciolo TRUSTEE 0.1 0.0 X 0 0 0 SEE SCH O FOR COMPENSATION PAID BY RELATED ORGANIZATION 0.0 0.0 X 0 0 0 0 0 0 0 false false false 0 100 100 EMPLOYER CONTRIBUTIONS 900099 1150104 1150104 LIQUIDATED DAMAGES 900099 432 432 1150536 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1150636 1150536 0 X 0 961917 0 0 0 0 12642 6366 4128 870 0 1881 17716 0 0 0 2866 148 4995 1515 0 2796 664 0 369 0 0 0 6259 1025132 1105135 1214204 0 0 0 0 127661 144096 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1232796 1358300 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 1232796 1358300 1232796 1358300 1232796 1358300 125504 X X false true X true false 0 0 X 1150636 1150636 1150636 1025132 1025132 1025132 FORM 990, SCHEDULE D, PART X, LINE 2: THE TRUST'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST AND HAS CONCLUDED THAT, AS OF JUNE 30, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. SCHOLARSHIPS 117 961917 FORM 990, SCHEDULE I, PART 1, LINE 2: SCHOLARSHIPS ARE AWARDED TO DEPENDENTS OF U.A. LOCAL 38 MEMBERS, WHO HAVE WORKED THE REQUIRED NUMBER OF HOURS FOR CONTRIBUTING EMPLOYERS, WHO WILL BE OR ARE FULL-TIME STUDENTS AT AN ACCREDITED JUNIOR COLLEGE, COLLEGE OR UNIVERSITY AND MEET THE SCHOLARSHIP ELIGIBILITY REQUIREMENTS. FORM 990, PART VI, SECTION B, LINE 11B: A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART V, LINE 1A: THE JOINT ADMINISTRATIVE OFFICE FILES ONE FORM 1099 ON BEHALF OF ALL THE ORGANIZATIONS THEY ADMINISTER FOR THE VARIOUS INDEPENDENT CONTRACTORS. THEREFORE THIS QUESTION HAS BEEN ANSWERED ZERO FOR THIS ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 12C: TRUSTEES ARE REQUIRED TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS, ON AN ANNUAL BASIS. IF A PROPOSED TRANSACTION MIGHT CONSTITUTE A PROHIBITED TRANSACTION, TRUST FUND COUNSEL WILL BE CONSULTED AND ADDITIONAL ACTION WILL BE TAKEN AS APPROPRIATE TO ENSURE THAT THE PROPOSED TRANSACTION WILL NOT BE CONDUCTED WITHOUT FUND COUNSEL WRITTEN APPROVAL. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS OR CONFLICT-OF-INTEREST POLICY AVAILABLE TO THE PUBLIC. UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL INFORMATION, AND CONFLICT-OF-INTEREST POLICY AVAILABLE TO THE PARTICIPANTS. FORM 990, PART VII, SECTION A, LINE 1A: TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE TRUST FUND OFFICE. FORM 990, PART IX, LINE 7: OTHER SALARY AND WAGES ARE BASED ON AN ALLOCATION OF SALARY AND WAGES PROVIDED BY THE U.A. LOCAL 38 TRUST FUND ADMINISTRATION (JOINT ADMINISTRATIVE OFFICE) OF SAN FRANCISCO, MARIN, SONOMA, MENDOCINO AND LAKE COUNTIES FOR PROVIDING SERVICES TO THE TRUST FUND. THE TRUST FUND REIMBURSES THE JOINT ADMNISTRATIVE OFFICE FOR THESE COSTS. FORMS W2 AND W3 ARE FILED BY THE JOINT ADMINISTRATIVE OFFICE TO REPORT THE FULL AMOUNT OF SALARIES AND WAGES WHICH INCLUDED THE PORTION OF SALARY AND WAGES ALLOCATED TO THE TRUST FUND. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANICAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. UA LOCAL 38 VACATION TRUST FUND 1621 MARKET STREET SUITE 400 SAN FRANCISCO CA 94103 237057766 BENEFITS CA 501(C)(9) N/A NA false ua local 38 jury duty 1621 MARKET STREET SUITE 400 SAN FRANCISCO CA 94103 946398561 BENEFITS CA 501(C)(9) N/A NA false ua LOCAL 38 DEFINED benefit PENSION 1621 MARKET STREET SUITE 400 SAN FRANCISCO CA 94103 941285319 BENEFITS CA 501(A) N/A NA false ua LOCAL 38 APPRENTICE TRAINING TRUST 1621 MARKET STREET SUITE 400 SAN FRANCISCO CA 94103 237010420 TRAININGS IN 501(C)(3) N/A NA false UA LOCAL 38 HEALTH & WELFARE TRUST FUND 1621 MARKET STREET SUITE 400 SAN FRANCISCO CA 94103 941285319 BENEFITS CA 501(C)(9) N/A NA false UA LOCAL 38 GROUP SUPPLEMENTAL UNEMPLOYM 1621 MARKET ST STE 400 SAN FRANCISCO CA 94103 946398563 BENEFITS CA 501(C)(9) N/A NA false UNITED ASSOCIATION OF JOURNEYMEN & 38 PP 1621 MARKET ST STE 400 SAN FRANCISCO CA 94103 941073900 LABOR UNION CA 501(C)(5) N/A NA false UA LOCAL 38 CHILDCARE TRUST FUND 1621 MARKET ST STE 400 SAN FRANCISCO CA 94103 856255785 BENEFITS CA 501(C)(9) N/A NA false UA LOCAL 38 HRA PLAN 1621 MARKET ST STE 400 SAN FRANCISCO CA 94103 941285319 BENEFITS CA 501(C)(9) N/A NA false false false false false false false false false false false false false false false false false false false false FORM 990, SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JUNE 30, 2025, THERE ARE APPROXIMATELY 179 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PART II THROUGH IV BY FEDERAL TAX CLASSIFICATION. A & B MECHANICAL INC A. DANIELE & COMPANY ABCO MECHANICAL CONTRACTORS ABM BUILDING & ENERGY SOLUTIONS ACCO ENGINEERED SYSTEMS ADVANCED PNEUMATIC TUBES INC AGC INC AIR SYSTEMS INC AIR SYSTEMS SERVICE AND CONSTRUCTION AIRCO MECHANICAL INC ALL TEMPERATURE SERVICE AIR CONDITIONING ALLIED HEATING & AIR AMAZON MECHANICAL AMERICAN AIR CONDITIONING AMORES MECHANICAL INC AMORES PLUMBING COMPANY INC AMOS & ANDREWS, INC ANDERSON ROWE & BUCKLEY AP PLUMBING & FILE, INC. APPLIED PROCESS COOLING CORP ARC PERFECT SOLUTIONS INC AXIS MECHANICAL INC. AYOOB & PEERY PLUMBING CO BACON PLUMBING COMPANY BAUMAN LANDSCAPE & CONSTRUCTION INC BAY AREA MECHANICAL LLC. BAY AREA PIPE & EQUIPMENT INC. BAY CITY MECHANICAL INC BAY CITY MECHANICAL SERVICE LLC BAY ENGINEERING LLC BAYLINE MECHANICAL INC BEL AIR MECHANICAL INC BELL PRODUCTS INC BELLANTI PLUMBING INC BERKELEY PLUMBING BIG PIPE MECHANICAL BROADWAY MECHANICAL CONTRACTORS INC BROTHERS ENERGY INC CAL PACIFIC PLUMBING SYSTEMS CA CLIMATE SYSTEMS CALIFORNIA UNITED MECHANICAL INC CARRIER CORP CHAMPION INDUSTRIAL CONTRACTORS INC CHM MECHANICAL INC CIARI PLUMBING & HEATING INC CITY MECHANICAL INC CITY PREFERRED PLUMBING INC CIW AND SONS PLUMBING CLIMATE PROS LLC CNS MECHANICAL INC COLD AIR PERFORMANCE & HEATING INC COLD ENGINEERING INC COLD ROOM SOLUTIONS INC COMFORT AIR INC COMFORT AIR MECHANICAL SYSTEMS (CAMS) COMFORT DYNAMICS INC CONTROL AIR ENTERPRISES LLC COOL BREEZE REFRIGERATION INC CORE CONSTRUCTION BUILDERS & ASSOC CR REICHEL ENGINEERING CO INC CRITCHFIELD MECHANICAL INC DAIKIN APPLIED DANIEL LARRATT PLUMBING INC DEHARO MECHANICAL INC DESERT MECHANICAL INC DGS STATE OF CALIFORNIA DINELLI PLUMBING INC DOLESE PLUMBING INC DORMATECH MECHANICAL SYSTEMS INC DOWDLE & SONS MECHANICAL INC DPW INC E MITCHELL INC EGAN PLUMBING INC EGC FAMILY PLUMBING INC EMCOR SERVICE-MESA ENERGY SYSTEMS INC ESTES COMMERCIAL REFRIGERATION INC FRANK M BOOTH INC FREIGHT TRAIN REFRIGERATION GOLDEN GATE BRIDGE GRID ONE SOLUTIONS GROFF PLUMBING LLC HARRIS BAY AREA LLC HOOD TIME WELDING LLC ICOM MECHANICAL IMPRESSIVE PLUMBING INDOOR COMFORT SOLUTIONS INDOOR ENVIRONMENTAL SERVICES (IES) INTECH MECHANICAL INTEGRITY FIRST PLUMBING INC. JAMES BRENEMAN JET MECHANICAL, INC. JOHNSON CONTROLS/CAL-AIRCONDITIONING JW MCCLENAHAN CO KAMRAN METALWORKS INC KDS PLUMBING INC KEY MECHANICAL CO KIEWIT INFRASTRUCTURE WEST CO. KINETIC SYSTEMS INC KINETICS MECHANICAL SERVICES INC KMC PLUMBING COMPANY LARRATT BROS PLUMBING INC LAWSON MECHANICAL CONTRACTORS LEFEVRE WELDING INC LESCURE COMPANY INC LJ KRUSE COMPANY MADLEM MECHANICAL INC MAINLINE PLUMBING MALCOLM PLUMBING AND MECHANICAL MARELICH MECHANICAL CO MARINA MECHANICAL MASTERSON PLUMBING MATRIX HG INC MCGUIRE & HESTER MCPHAILS FUEL CO MID-VALLEY PLUMBING INC OWR MECHANICAL INC; DBA MONARCH MECHANICAL MONTEREY MECHANICAL MSR MECHANICAL LLC MURRAY PLUMBING & HEATING CORPORATION NEW FOUND GROWTH CONSTRUCTION CORP NV HEATHORN CO O.C. MCDONALD CO. INC. O'BRIEN MECHANICAL INC II OCEAN PARK MECHANICAL INC OLSSON PLUMBING OMNI MEHCANICAL SOLUTIONS PACIFIC COAST TRANE PACIFIC ENGINEERING & CONSTRUCTION PACIFIC MECHANICAL CORPORATION PAN PACIFIC PLUMBING COMPANY PARAGON MECHANICAL PATTON AIR CONDITIONING PCL CONSTRUCTION INC PERFORMANCE MECHANICAL INC (PMI) PERMACOLD ENGINEERING PETALUMA MECHANICAL INC PETERSON MECHANICAL INC POMI MECHANICAL INC PRIBUSS ENGINEERING INC PRIME MECHANICAL R & V REFRIGERATION INC REFRIGERATION SOLUTIONS INC RENKOW MECHANICAL RG PLUMBING RIGNEY PLUMBING INC RMI MECHANICAL INC ROEBER'S INC RMT LANDSCAPE CONTRACTORS INC ROUNTREE PLUMBING & HEATING INC SAN QUENTIN PRISON SHIMMICK/CEC JV SHOOTER & BUTTS INC SEIMANS BLDG TECHN INC SILICON VALLEY MECHANICAL INC SMITH & WHITELY REFRIGERATION SOUTHLAND INDUSTRIES SUMMERS PLUMBING & HEATING INC SUNBELT CONTROLS INC TEMPER INSULATION CO INC THERMA LLC THERMAL MECHANICAL INC TNT INDUSTRIAL CONTRACTORS INC TOPNOTCH MEHCANICAL INC TRANSLOGIC CORPORATION TYRRELL PLUMBING AND MECHANICAL INC. UA LOCAL 38 UA LOCAL 38 TRUST FUND UNIVERSITY MECHANICAL & ENG VEC VPM GENERAL BUILDING LLC WATERWORKS INDUSTRIES INC WB PLUMBING WESTATES MECHANICAL CORP INC WESTERN ALLIED MECHANICAL INC WESTERN ENGINEERING WESTERN WATER CONSTRUCTORS INC WHITE WATER PLUMBING INC WL HICKEY SONS INC YORK INTERNATIONAL