2026-07-02T09:29:55-07:00 2025-12-31 680307221 Comyns Smith McCleary & Deaver LLP 1777 Botelho Drive Suite 350 Walnut Creek CA 94596 990 2025-01-01 854214588 UA Local 38 Camp Konocti and Recreational Activities Trust Fund UALO 4156262000 1621 Market Street 400 San Francisco CA 94103 Larry Mazzola Jr Trustee 2026-07-02 true Stefan M Foushee P03196827 9252991040 2025 2025-03-06 01:10:19Z Larry Mazzola Jr 1621 Market Street 400 San Francisco CA 94103 3987765 false X N/A X 2022 CA To provide services and recreational activities to members and former members of Local Union No. 38 and their families. 2 2 47 0 0 3184833 2912087 1430402 1075678 0 4615235 3987765 0 0 527087 570907 0 0 1227528 1446691 1754615 2017598 2860620 1970167 24286083 20237879 574863 56492 23711220 20181387 To provide services and recreational activities to members and former members of Local Union No. 38 and their families. false false 1185299 3987765 Services and recreational activities are provided to members and former members of Local Union No. 38 and their families in the form of a summer Kid's Camp, Picnic, and other related activities. 1185299 false false false false false false false false false true false false false true false true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 14 0 true 47 true false false false false false false false false X 2 2 false false false false true false false true false false false true true true true true true false false false CA X Maria Rivera 4156262000 1621 Market Street Suite 400 San Francisco CA 94103 Richard Milsner Trustee 10.00 10.00 X 15000 0 0 Larry Mazzola Jr Trustee 10.00 10.00 X 0 0 0 Michael Buckley Trustee 10.00 10.00 X 0 0 0 15000 0 false false false Management Connections 129 N Cloverdale Blvd 9 Cloverdale CA 95425 Recruiting Services 123008 1 0 Employer contributions 900099 2671703 2671703 Grievances and Other 900099 158784 158784 Property operating income 900099 81600 81600 2912087 1075678 1075678 0 0 0 0 0 0 0 0 3987765 2912087 1075678 X 0 0 0 0 15000 15000 0 402721 379731 22990 0 104858 86470 18388 48328 46653 1675 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 201554 157895 157895 Property Operating expenses 312556 312556 Retirees Picnic 220720 220720 Professional and Consulting 186647 186647 Repairs and Maintenance 139169 139169 228150 228150 2017598 1185299 630745 0 2145171 1319614 0 0 216676 279854 0 0 0 0 225510 226726 4807810 929012 2805834 3878798 18892892 14532887 0 0 0 0 24286083 20237879 11554 56027 563309 465 574863 56492 X 23711220 20181387 23711220 20181387 24286083 20237879 X 1970167 -5500000 X false true X true false 235125 235125 3419662 661386 2758276 198399 147154 51245 954624 120472 834152 3878798 Due to Admin Trust 465 465 3987765 3987765 3987765 2017598 2017598 2017598 Form 990, Part VI, Section A, Line 6 Members comprise Local Union No. 38 members and their families. Form 990, Part VI, Section B, Line 11b Upon completion of Form 990, it is reviewed by the Local 38 Trust Fund Administrator and at least one Trustee prior to filing. Form 990, Part VI, Section B, Line 12c Officers and trustees are expected to comply with the orgainzation's conflict of interest policies and are expected to notify trustees of any potential conflict, which would then be discussed at a trustees meeting. Form 990, Part VI, Section C, Line 19 No documents available to the public. Form 990, Part IX, Line 24e Recruiting: Column (A) - Total = $127884; Column (B) - Program Services = $0; Column (C) - Management & General = $127884; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Other Expense: Column (A) - Total = $85279; Column (B) - Program Services = $0; Column (C) - Management & General = $85279; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Taxes: Column (A) - Total = $9364; Column (B) - Program Services = $0; Column (C) - Management & General = $9364; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Sales Tax: Column (A) - Total = $4247; Column (B) - Program Services = $0; Column (C) - Management & General = $4247; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e payroll expenses: Column (A) - Total = $1376; Column (B) - Program Services = $0; Column (C) - Management & General = $1376; Column (D) - Fundraising = $0 Form 990, Part XI, Line 9 Transfer to Local 38 Health and Welfare Trust Fund = -$5500000 Schedule R, Part II, Primary Activity of Related Organizations U.A. Local 38 Jurisdictional - Insurance and Indemnity Trust of San Francisco, Marin, Sonoma, Lake and Mendocino Counties: Promote and protect the interests of Local 38s members by educating and persuading architects, engineers, public entities and general contractors about the significant benefits of utilizing Local 38 employers and Local 38 members for all plumbing, pipefitting and refrigeration work within Local 38s jurisdiction.U.A. Local 38 CRAFT Trust Fund: Improve the methods, processes and skills utilized by Local 38 members in Plumbing, Heating, Piping, Refrigeration, Air Conditioning, Construction, Erection, Venting, Machining and Welding applications and for advertising for recruitment of apprentices and qualified journey persons. The Trust also serves to communicate information about these innovations to architects, engineers, public entities and general contractors so that they better understand the significant advantages of utilizing Local 38 contributing employers.U.A. Local 38 Hiring Hall Trust Fund: Promote and to protect the interests of Local 38s members by dispatching available work to registered and eligible Local 38 members in a fair and equitable manner in accordance with the CBA.Transactions with U.A. Local Union 38 Trust Fund Administration (Administration): As of January 1, 2025, amounts due to the Administration also included $545,000 related to residual sales proceeds and accumulated advances received to support the operations of the Konocti Harbor Resort and Spa, a resort property previously owned by the Fund and sold in 2018. During 2025 the Fund repaid $567,501 to the Administration. As of December 31, 2025 amounts due from the Administration, net unsettled expense reimbursements due to the Fund totaled $1,908.Transaction with U.A Local 38 Health and Welfare Trust Fund ('Welfare Trust Fund'): During 2025, the Board of Trustees approved a transfer of $5,500,000 to the affiliated Welfare Trust Fund, a tax-exempt employee benefit trust serving the U.A. Local 38 membership. The transfer was made to support the Trust Fund's ongoing health and welfare benefit programs and to further the Organization's exempt purposes. UA Local 38 Jurisdictional - Insurance 1621 Market St Suite 400 San Francisco CA 94103 946581082 See Schedule O CA 501(c)(5) N/A false UA Local 38 CRAFT Trust Fund 1621 Market St Suite 400 San Francisco CA 94103 946465412 See Schedule O CA 501(c)(5) N/A false UA Local 38 Hiring Hall Trust Fund 1621 Market St Suite 400 San Francisco CA 94103 946465626 See Schedule O CA 501(c)(5) N/A false false false false false false false false false false false false false false false false false false false false