2024-03-21T11:00:16-05:00 2023-06-30 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2022-07-01 132988369 DISTRICT COUNCIL 37 BENEFITS FUND TRUST DIST 2128151294 55 WATER STREET NEW YORK NY 10041 WILLIAM BIFULCO FUND ADMINISTRATOR 2128151294 2024-03-21 1 WILLIAM BIFULCO 999009999 1 CAROL WESTFALL P00539069 6312734778 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WILLIAM BIFULCO 55 WATER STREET NEW YORK NY 10041 327634122 0 X N/A X 1979 NY COLLECTION AND DISTRIBUTION OF FUNDS TO OTHER RELATED TAX-EXEMPT HEALTH AND WELFARE BENEFIT PLANS. 4 4 27 0 0 0 0 0 300027109 292324585 65506 68224 0 0 300092615 292392809 0 0 0 0 750971 1275322 0 0 0 241397245 234191792 242148216 235467114 57944399 56925695 665776157 751306535 85887789 89381234 579888368 661925301 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 0 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 27 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 YVETTE D CHARMANT 2128151210 55 WATER STREET NEW YORK NY 10041 HENRY GARRIDO TRUSTEE 5.00 0.00 X 0 0 0 MAF MISBAH UDDIN TRUSTEE 5.00 0.00 X 0 0 0 JAHMILA EDWARDS TRUSTEE 5.00 0.00 X 0 0 0 ROSE LOVAGLIO-MILLER TRUSTEE 5.00 0.00 X 0 0 0 WILLIAM BIFULCO FUND ADMIN 5.00 30.00 X 0 260853 78560 JODI P GOLDMAN ASSOC ADMIN 5.00 30.00 X 0 196513 51316 YVETTE D CHARMANT CONTROLLER 10.00 25.00 X 0 173903 44859 RAMDEEN SEEPERSAUD ASSISTANT SUPERINTEDENET 35.00 0.00 X 104700 0 29387 JUAN MANZANO TELEPHONE SYSTEMS MANAGER 35.00 0.00 X 101278 0 47027 205978 631269 251149 2 0 1 0 HUNTER ROBERTS CONSTRUCTION 55 WATER ST 51ST FL NEW YORK NY 10041 DEMOLITION CONTRACT 23600685 THE SWITZER GROUP INC 3 EAST 54TH ST 7TH FL NEW YORK NY 10022 ARCHITECTURAL SERV 2074128 AVISON YOUNG PROJECT MANAGEMENT 1120 HEADQUARTERS PLAZANORTH TOWER MORRISTOWN NJ 07960 PROJECT MANAGER 863200 JA JENNINGS INC 211 E 43RD ST SUITE 1400 NEW YORK NY 10017 DEMOLITION CONTRACT 348429 4 EMPLOYER CONTRIBUTIONS 525100 292035320 292035320 COBRA 525100 289265 289265 292324585 21108 21108 35288429 35241313 47116 47116 47116 292392809 292371701 0 21108 502487 29545 635766 107524 128611 70000 311062 18630 12036 46341 17149 156255 353510 ALLOCATION OF CONTRIBUT 230517699 BUILDING EXPENSES 2431900 POSTRETIREMENT BENEFIT 98539 COMPENSATED ABSENCES 30060 235467114 89627892 76369321 1326 1335 37712495 39769729 1196073 1137872 79211363 12843843 29390780 66367520 507847591 567660758 665776157 751306535 4110434 14562722 5352161 2599264 12146783 11969514 64278411 60249734 85887789 89381234 X 0 0 0 0 579888368 661925301 579888368 661925301 665776157 751306535 56925695 25111238 0 X 0 1 X 1 0 0 1 X 3614165 3614165 11028883 7882213 3146670 64052688 4452500 59600188 515627 509130 6497 66367520 LONGVIEW CORE BOND FUND 384260771 F LONGVIEW LARGE CAP INDEX 183399987 F 567660758 DUE TO RELATED ORGANIZATIONS 54349069 COMPENSATED ABSSENCES 652005 POSTRETIREMENT BENEFIT OBLIGATION 5190141 PENSION WITHDRAWAL LIABILITY 58519 60249734 317192985 25111238 25111238 292081747 311062 311062 292392809 235156052 0 235156052 311062 311062 235467114 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. 0 0 0 WILLIAM BIFULCO FUND ADMIN 0 260853 0 0 0 0 0 48100 0 30460 0 339413 0 0 JODI P GOLDMAN ASSOC ADMIN 0 196513 0 0 0 0 0 36814 0 14502 0 247829 0 0 YVETTE D CHARMANT CONTROLLER 0 173903 0 0 0 0 0 30748 0 14111 0 218762 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. CHARMONT RECEIVED COMPENSATION FROM A RELATED ORGANIZATION IN HER CAPACITY AS CONTROLLER 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. 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, 2023 REVENUE RENTAL INCOME 39,880 INTEREST INCOME 0 TOTAL REVENUE 39,880 EXPENSES PAYROLL 630,058 PAYROLL TAXES 68,131 EMPLOYEE BENEFITS 396,123 REAL ESTATE TAXES 919,284 UTILITIES 32,093 REPAIRS AND MAINTENANCE 25,087 OFFICE 123,864 INSURANCE 122,761 PROFESSIONAL FEES 24,912 CAFETERIA OPERATIONS 0 WITHDRAWAL LIABILITY INTEREST 4,536 SEVERANCE, VACATION AND SICK OBLIGATION 15,839 POST RETIREMENT BENEFIT OBLIGATION 109,093 FIXED ASSET ABANDONMENT 0 TOTAL EXPENSES 2,471,780 BUILDING EXPENSE IN EXCESS OF REVENUE 2,431,900 OCCUPANCY ALLOCATED TO AFFILIATED ORGANIZATIONS 0 OPERATING EXPENSES ALLOCATED TO THE TRUST 2,431,900 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 55 WATER STREET NEW YORK NY 10041 136209963 DEFINED BENEFIT HEALTH PLAN NY 501(C)(9) 0 DC 37 AFSCME ANNUITY FUND PLAN 55 WATER STREET NEW YORK NY 10041 134081131 DEFINED CONTRIBUTION PENSION PLAN NY 501A 0 DC 37 EDUCATION FUND 55 WATER STREET NEW YORK NY 10041 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