2026-03-31T14:38:22-05:00 2025-06-30 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2024-07-01 132988369 DISTRICT COUNCIL 37 BENEFITS FUND TRUST DIST 2128151345 125 BARCLAY STREET NEW YORK NY 10007 WILLIAM BIFULCO FUND ADMINISTRATOR 2128151345 2026-03-31 1 1 VINCENT F PANETTIERI P00366812 6312734778 2024 2025-03-06 01:10:19Z WILLIAM BIFULCO 125 BARCLAY STREET NEW YORK NY 10007 300790197 0 X N/A X 1979 NY COLLECTION AND DISTRIBUTION OF FUNDS TO OTHER RELATED TAX-EXEMPT HEALTH AND WELFARE BENEFIT PLANS. 4 4 47 0 0 0 0 0 296553025 300331774 16052265 207193 437193 0 313042483 300538967 0 0 0 0 1080197 1019938 0 0 0 190934472 255408496 192014669 256428434 121027814 44110533 888314225 1008348081 101596460 86111171 786717765 922236910 COLLECTION AND DISTRIBUTION OF FUNDS TO OTHER RELATED TAX-EXEMPT HEALTH AND WELFARE BENEFIT PLANS. 0 0 COLLECTION AND DISTRIBUTION OF FUNDS TO OTHER RELATED TAX-EXEMPT HEALTH AND WELFARE BENEFIT PLANS. 0 0 0 0 0 0 0 1 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 23 0 1 47 1 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X WILLIAM BIFULCO 2128151345 125 BARCLAY STREET NEW YORK NY 10007 HENRY GARRIDO TRUSTEE 5.00 30.00 X 0 0 0 MAF MISBAH UDDIN TRUSTEE 5.00 30.00 X 0 0 0 JAHMILA EDWARDS TRUSTEE 5.00 30.00 X 0 0 0 ROSE MILLER-LOVAGLIO TRUSTEE 5.00 30.00 X 0 0 0 WILLIAM BIFULCO FUND ADMINSITRATOR 5.00 30.00 X 0 285020 93590 JODI P GOLDMAN ASSOC ADMINISTRATOR 5.00 30.00 X 0 227274 62628 MAGALY MENDEZ-BRAVO CONTROLLER 10.00 24.00 X 0 197805 74996 JOANNA REYES-MOORE BUILDING MANAGER 35.00 0.00 X 138385 0 60261 JUAN MANZANO TELEPHONE SYSTEM MANAGER 35.00 0.00 X 133207 0 57353 CHARLES MOHAN ASSISTANT MANAGER 35.00 0.00 X 115298 0 29420 RICARDO ROMERO SECURITY GUARD 35.00 0.00 X 102176 0 43157 YVETTE D CHARMANT FORMER CONTROLLER 10.00 24.00 X 46212 123809 26488 535278 833908 447893 9 1 1 0 HUNTER ROBERTS CONSTRUCTION GROUP 55 WATER ST 51ST FL NEW YORK NY 10041 CONSTRUCTION GROUP 103202684 CREATIVE OFFICE RESOURCES 44 THOMSON PLACE BOSTON MA 02210 OFFICE SPACE DESIGN GROUP 9584166 MAXUS GROUP INC 345 7TH AVE 401 NEW YORK NY 10001 IT SERVICE ORGANIZATION 6878697 AVISON YOUNG PROJECT MANAGEMENT (USA) L 90 WEST ST NEW YORK NY 10006 OFFICE SPACE DESIGN GROUP 843497 THE SWITZER GROUP INC 475 PARK AVE S NEW YORK NY 10016 REAL ESTATE DEVELOPMENT 530225 18 EMPLOYER CONTRIBUTIONS 525100 300094616 300094616 COBRA 525100 237158 237158 300331774 155524 155524 302899 251230 51669 51669 51669 300538967 300331774 0 207193 550114 37693 315876 116255 123624 82000 360928 298919 64082 20828 2295 3740769 812895 ALLOCATION OF CONTRIBUT 247394946 BUILDING EXPENSES 1914322 POSTRETIREMENT BENEFIT 592888 256428434 5447595 44279203 22814523 29017647 49870306 32334967 1497748 83548 227826960 18014257 172317452 209812703 636366601 692820013 888314225 1008348081 11565203 1310868 2885502 2840765 12470136 12670686 74675619 69288852 101596460 86111171 X 0 0 0 0 786717765 922236910 786717765 922236910 888314225 1008348081 44110533 56704643 34703969 0 X 0 1 X 1 0 0 1 X 4069266 4069266 12324171 9180013 3144158 211203885 8726661 202477224 229638 107583 122055 209812703 LONGVIEW CORE BOND FUND 463617941 F LONGVIEW LARGE CAP INDEX 229202072 F 692820013 DUE TO RELATED ORGANIZATIONS 50463078 COMPENSATED ABSSENCES 736401 POSTRETIREMENT BENEFIT OBLIGATION 3366126 PENSION WITHDRAWAL LIABILITY 60171 AFFILIATED ORGANIZATIONS 14663076 69288852 X 356882682 56704643 56704643 300178039 360928 360928 300538967 256067506 0 256067506 360928 360928 256428434 PART IV, LINE 2B: FUNDS FROM TWO LOCAL UNIONS FOR HEALTH AND SECURITY BENEFITS ARE MAINTAINED IN SEPARATE ACCOUNTS HELD BY THE TRUST AS CUSTODIAN. PART X, LINE 2: THE TRUST BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025 AND 2024 IN ACCORDANCE WITH FASB ASC TOPIC 740 "INCOME TAXES". X 0 0 0 WILLIAM BIFULCO FUND ADMINSITRATOR 0 285020 0 0 0 0 0 56983 0 36607 0 378610 0 0 JODI P GOLDMAN ASSOC ADMINISTRATOR 0 227274 0 0 0 0 0 45434 0 17194 0 289902 0 0 MAGALY MENDEZ-BRAVO CONTROLLER 0 197805 0 0 0 0 0 39540 0 35456 0 272801 0 0 JOANNA REYES-MOORE BUILDING MANAGER 138385 0 0 0 0 0 25920 0 34341 0 198646 0 0 0 YVETTE D CHARMANT FORMER CONTROLLER 46212 123809 0 0 0 0 0 20471 0 6017 46212 150297 0 0 JUAN MANZANO TELEPHONE SYSTEM MANAGER 133207 0 0 0 0 0 23178 0 34176 0 190561 0 0 0 SUPPLEMENTAL INFORMATION COMPENSATION FROM RELATED ORGANIZATIONS: JODI P. GOLDMAN RECEIVED COMPENSATION FROM A RELATED ORGANIZATION IN HER CAPACITY AS ASSOCIATE ADMINSTRATOR OF THIS ORGANIZATION AND THE RELATED ORGANIZATION. YVETTE D. CHARMANT RECEIVED COMPENSATION FROM A RELATED ORGANIZATION IN HER CAPACITY AS A CONSULTANT OF THIS ORGANIZATION AND THE RELATED ORGANIZATION. WILLIAM BIFULCO RECEIVED COMPENSATION FROM A RELATED ORGANIZATION IN HIS CAPACITY AS FUND ADMINISTRATOR OF THIS ORGANIZATION AND THE RELATED ORGANIZATION. MAGALY MENDEZ-BRAVO RECEIVED COMPENSATION FROM A RELATED ORGANIZATION IN HER CAPACITY AS CONTROLLER OF THIS ORGANIZATION AND THE RELATED ORGANIZATION. COMPENSATION OF FIVE HIGHEST PAID EMPLOYEES: COMPENSATION OF ONE OF THE HIGHEST PAID EMPLOYEES, AS SHOWN IN PART VII OF THE 990, IS RELATED TO THE OPERATION OF THE BUILDING. AS SUCH, THEIR COMPENSATION IS INCLUDED IN THE ATTACHED SCHEDULE OF BUILDING ACTIVITY. FORM 990 - SCHEDULE J SUPPLEMENTAL DISTRICT COUNCIL 37 BENEFITS FUND TRUST SCHEDULE OF REVENUE & EXPENSES OF THE BUILDING FUND YEAR ENDED JUNE 30, 2025 REVENUE RENTAL INCOME 3,794,445 INTEREST INCOME 0 TOTAL REVENUE 3,794,445 EXPENSES PAYROLL 1,384,545 PAYROLL TAXES 142,792 EMPLOYEE BENEFITS 517,673 RENT 35256 REAL ESTATE TAXES 1,300,014 UTILITIES 799,285 REPAIRS & MAINT 508,932 OFFICE 587,222 SECURITY SUPPORT SERVICES 97,260 INSURANCE 51858 PROFESSIONAL FEES 261,753 TRASH REMOVAL 34,982 W/D INTEREST 4712 POST RETIREMENT OBLIGATION -17,539 DEPRECIATION 3,580,616 TOTAL EXPENSES 9,289,361 BUILDING EXPENSE IN EXCESS OF REVENUE 5,494,916 OCCUPANCY ALLOCATED TO AFFILIATED ORGANIZATIONS 0 OPERATING EXPENSES ALLOCATED TO THE TRUST 5,494,916 NET COST TO THE TRUST 0 FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUNDS'S CONTROLLER AND WAS REVIEWED WITH THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES AND MANAGERIAL EMPLOYEES HAVE A CONTINUOUS OBLIGATION TO REPORT POTENTIAL CONFLICTS OF INTEREST. POSSIBLE CONFLICTS ARE REQUIRED TO BE REPORTED TO THE ETHICAL PRACTICES COMMITTEE WHICH IS CHARGED WITH REVIEWING SUCH POSSIBLE CONFLICTS. A TRUSTEE OR MANAGERIAL EMPLOYEE IS PROHIBITED FROM MAKING A DECISION CONCERNING A BUSINESS RELATIONSHIP BETWEEN THE FUND AND A FIRM IN WHICH A CLOSE FAMILY MEMBER HAS A SIGNIFICANT FINANCIAL INTEREST. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC. PARTICIPANTS MAY VIEW DOCUMENTS AT THE FUND OFFICE UPON REQUEST TO THE EXTENT REQUIRED BY LAW. DC 37 H&S PLAN TRUST 125 BARCLAY STREET NEW YORK NY 10007 136209963 DEFINED BENEFIT HEALTH PLAN NY 501(C)(9) 0 DC 37 AFSCME ANNUITY FUND PLAN 125 BARCLAY STREET NEW YORK NY 10007 134081131 DEFINED CONTRIBUTION PENSION PLAN NY 501A 0 DC 37 EDUCATION FUND 125 BARCLAY STREET NEW YORK NY 10007 132686582 DEFINED BENEFIT EDUCATION FUND NY 501(C)(3) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0