2022-09-12T10:01:46-05:00 2021-12-31 200066099 FULLER LOWENBERG & CO CPAS PC 200 MOTOR PKWY D-24 HAUPPAUGE NY 11788 990 2021-01-01 113311185 ASSOCIATION OF BELLTEL RETIREES INC ASSO 6313673067 PO BOX 33 COLD SPRING HARBOR NY 11724 ROBERT G GAGLIONE CFO 6313673067 2022-08-30 1 ROBERT GAGLIONE XXX-XX-XXXX LYNN GIUGLIANO CPA P00955404 6314997900 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ROBERT GAGLIONE PO BOX 33 COLD SPRING HARBOR NY 11724 531984 0 X WWW.BELLTELRETIREES.ORG X 1996 NY TO PROTECT AND ENHANCE THE PENSIONS AND BENEFITS OF THE RETIREES AND BENEFICIARIES OF THE COMPANIES AND SUBSIDIARIES THAT MAKE UP THE VERIZON AND IDEARC/SUPERMEDIA CORPORATIONS. 10 10 2 10 0 0 603938 526088 0 0 1386 2302 4631 3594 609955 531984 1460 0 0 0 94695 101608 0 0 34118 356529 388893 452684 490501 157271 41483 300311 355751 25749 44721 274562 311030 X TO PROTECT AND ENHANCE THE PENSIONS AND BENEFITS OF THE RETIREES AND BENEFICIARIES OF THE COMPANIES AND SUBSIDIARIES THAT MAKE UP THE VERIZON AND IDEARC/SUPERMEDIA CORPORATIONS. 0 0 153795 NEWSLETTER - PUBLICATION OF QUARTERLY NEWSLETTER CONTAINING ESSENTIAL INFORMATION FOR RETIREES REGARDING THEIR PENSIONS AND BENEFITS.TOTAL NUMBER OF NEWSLETTERS MAILED OUT IN 2021: 93,475SPRING NEWSLETTER: 23,522SUMMER NEWSLETTER: 23,382 FALL NEWSLETTER: 23,305WINTER NEWSLETTER: 23,266 134343 MEMBER SERVICES - PROVIDE SERVICES TO MEMBERS BY RESPONDING TO QUESTIONS REGARDING THEIR PENSIONS AND BENEFITS. 58075 PROXY SERVICES - TO PROMOTE CHANGES IN THE CORPORATE GOVERNANCE OF VERIZON COMMUNICATIONS WHICH ARE ESSENTIAL IN MEETING THE OBJECTIVE OF PROTECTING AND ENHANCING THE PENSIONS AND BENEFITS OF RETIREES 33409 LOBBYING - EFFORTS TO PROMOTE THE EMPLOYEE BENEFITS PROTECTION ACT OF 2015, HR 1856. 1573 DE-RISKING - ACTIONS REQUIRED TO PROMOTE THE LEGAL PROTECTION OF THE PENSION FUNDS OF CERTAIN VERIZON MANAGEMENT RETIREES SUBJECTED TO "DE-RISKING." THE GOAL OF THIS SERVICE IS TO RETAIN ERISA PROTECTION FOR THESE RETIREES. 34982 381195 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 2 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN NV NH NJ NM NY NC OH OK OR PA RI SC TN UT VA WA WV WI DC X THE ORGANIZATION 6313673067 PO BOX 33 COLD SPRING HARBOR NY 11724 X JACK K COHEN (FORMER) CHAIRMAN 38.00 X X 0 0 0 LIONEL BRANDON EXECUTIVE VICE PRESIDENT 6.00 X X 0 0 0 ROBERT G GAGLIONE CFO 2.00 X X 0 0 0 UNA KELLY TREASURER 26.00 X X 0 0 0 THOMAS M STEED ASSISTANT TREASURER 18.00 X X 0 0 0 JOHN KOLIMAGA (FORMER) SECRETARY 6.00 X X 0 0 0 DONALD R KAUFMANN DIRECTOR 2.00 X 0 0 0 PAMELA M HARRISON DIRECTOR 4.00 X 0 0 0 DAVID J SIMMONDS (FORMER) DIRECTOR 2.00 X 0 0 0 JOHN W HYLAND DIRECTOR 4.00 X 0 0 0 0 0 0 0 0 0 0 0 526088 526088 2302 2302 MISCELLANEOUS INCOME 900099 3594 3594 3594 531984 3594 0 2302 X 93671 79620 9367 4684 7937 6746 794 397 101708 58075 43633 159290 141546 11829 5915 2103 1788 210 105 9397 5799 3257 341 18305 15559 1831 915 113 113 392 333 39 20 5119 4351 512 256 PRINTING AND POSTAGE 85836 61630 3053 21153 STATE FILING FEES 3519 2991 352 176 CONTRIBUTIONS 1851 1573 185 93 REPAIRS AND REPLACEMENT 960 816 96 48 300 255 30 15 490501 381195 75188 34118 219060 250455 68008 91757 5592 9289 6571 2611 11467 9828 1080 1639 300311 355751 25749 10901 0 33820 25749 44721 X 274131 309980 431 1050 274562 311030 300311 355751 X 41483 -5013 -2 X X 0 1 X 1 0 X 758037 562657 541539 603507 525038 2990778 11493 3538 3628 1980 0 20639 769530 566195 545167 605487 525038 3011417 0 0 0 3011417 2434 1383 1138 1386 2301 8642 2434 1383 1138 1386 2301 8642 912 1483 2353 2651 3344 10743 772876 569061 548658 609524 530683 3030802 0.99360 0.99450 0.00290 0.00250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6250 6250 484251 490501 98100 24525 0 0 126592 99928 90537 98100 415157 622736 120535 29723 24050 6250 180558 31648 24982 22634 24525 103789 155684 8680 7041 1639 2787 2787 0 1639 ACCRUED EXPENSES 33820 33820 526969 -5015 -5015 531984 0 531984 490501 0 490501 0 490501 FORM 990, PART VI, SECTION B, LINE 11B DRAFT OF FORM WAS REVIEWED BY THE ASSOCIATION'S CFO AND TREASURER. COPIES OF DRAFT WERE PROVIDED TO ALL BOARD MEMBERS ELECTRONICALLY, WITH OPPORTUNITIES TO COMMENT OR MAKE INQUIRIES BEFORE APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ETHICS POLICIES ARE SIGNED ON APPOINTMENT TO POSITION AND REVIEWED AND SIGNED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE ASSOCIATION UNDERTAKES A THOROUGH PROCESS TO ENSURE THAT THE KEY EMPLOYEES OF THE ORGANIZATION COMPENSTES ITS EMPLOYEES A REASONABLE AMOUNT ACCORDING TO THE MARKET IN WHICH IT OPERATES. THE ASSOCIATION USES A COMMITTEE OF INDEPENDENT PERSONS THAT HAVE NO PERSONAL INTEREST IN THE COMPENSATION AGREEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 91,555. MANAGEMENT AND GENERAL EXPENSES 10,771. FUNDRAISING EXPENSES 5,386. TOTAL EXPENSES 107,712. BANK FEES: PROGRAM SERVICE EXPENSES 8,991. MANAGEMENT AND GENERAL EXPENSES 1,058. FUNDRAISING EXPENSES 529. TOTAL EXPENSES 10,578. CONSULTING - RETIREES FOR JUSTICE: PROGRAM SERVICE EXPENSES 41,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,000. FORM 990, PART XI, LINE 9: ADJUSTMENT FOR ROUNDING -2. FORM 990 PART XII LINE 2C THERE WERE NO CHANGES TO THE PROCESS FROM THE PRIOR YEAR.