2024-04-26T12:57:54-05:00 2023-06-30 WITHUMSMITHBROWNPC 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2022-07-01 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 2024-04-23 true LARRY MAZZOLA JR 999009999 JESSICA R ROSTER P01317380 9252779100 2 2022 2023-04-26 12:10:37Z LARRY MAZZOLA JR 1621 MARKET STREET 400 SAN FRANCISCO CA 94103 814934 false X N/A X 1967 CA PROVIDING SCHOLARSHIPS FOR DEPENDENTS OF ELIGIBLE PARTICIPANTS IN THIS MULTIEMPLOYER PLAN. 12 0 0 0 0 0 0 0 758277 814934 0 0 0 0 758277 814934 624000 702000 0 0 17207 17696 0 0 0 45270 44478 686477 764174 71800 50760 944660 995420 0 0 944660 995420 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 92 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 0 0 true 0 false false false false false false false false X 12 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 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 - EFF. 7/2022 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 0 EMPLOYER CONTRIBUTIONS 900099 814657 814657 LIQUIDATED DAMAGES 900099 277 277 814934 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 814934 814934 0 0 702000 0 0 0 0 9535 4461 2704 996 0 3461 16769 0 0 0 4959 291 5461 1460 0 3806 207 0 549 0 0 0 7515 764174 830615 876077 0 0 0 0 114045 119343 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 944660 995420 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 944660 995420 944660 995420 944660 995420 50760 X X false true X true false 0 0 814934 814934 814934 764174 764174 764174 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, 2023 AND 2022, 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 92 702000 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 TUST 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 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, 2023, THERE ARE APPROXIMATELY 145 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 ACCEL AIR SYSTEMS INC ACCO ENGINEERED SYSTEMS AIR SYSTEMS INC AIR SYSTEMS SERVICE AND CONSTRUCTION AIRCO MECHANICAL INC ALL TEMPERATURE SERVICE AIR CONDITIONING ALLIED HEATING & AIR AMAZON MECHANICAL AMORES PLUMBING COMPANY INC ANDERSON ROWE & BUCKLEY AP PLUMBING & FILE, 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 BELL PRODUCTS INC BELLANTI PLUMBING INC BIG PIPE MECHANICAL BROADWAY MECHANICAL CONTRACTORS INC BROTHERS ENERGY INC CAL PACIFIC PLUMBING SYSTEMS CALIFORNIA CLIMATE SYSTEMS CALIFORNIA UNITED MECHANICAL INC CARRIER CORP CATMEX CHAMPION INDUSTRIAL CONTRACTORS INC CITY MECHANICAL INC CITY PREFERRED PLUMBING INC CIW AND SONS PLUMBING CLIMATE PROS LLC CNS MECHANICAL INC COMFORT DYNAMICS INC CR REICHEL ENGINEERING CO INC CRITCHFIELD MECHANICAL INC DAIKIN APPLIED DANIEL LARRATT PLUMBING INC DESERT MECHANICAL INC DINELLI PLUMBING INC DORMATECH MECHANICAL SYSTEMS INC DOWDLE & SONS DPW INC E MITCHELL INC EGAN PLUMBING INC EMCOR SERVICE-MESA ENERGY SYSTEMS INC ESTES COMMERCIAL REFRIGERATION INC FRANK M BOOTH INC HARRIS BAY AREA LLC ICOM MECHANICAL INDOOR ENVIRONMENTAL SERVICES (IES) JHA REMEDIATION,LLC. JOHNSON CONTROLS/CAL- AIRCONDITIONING JW MCCLENAHAN CO KEP PLUMBING INC KEY MECHANICAL CO KIEWIT INFRASTRUCTURE WEST CO. KINETIC SYSTEMS INC KMC PLUMBING COMPANY LARRATT BROS PLUMBING INC LAWSON MECHANICAL CONTRACTORS LEFEVRE WELDING INC LESCURE COMPANY INC LJ KRUSE COMPANY LOCAL 159 LOCAL 250 LOCAL 296 LOCAL 342 LOCAL 343 LOCAL 350 LOCAL 393 Local 434 LOCAL 447 LOCAL 467 MALCOLM PLUMBING AND MECHANICAL MARELICH MECHANICAL CO MARINA MECHANICAL MASTERSON PLUMBING MATRIX HG INC MCPHAILS FUEL CO MONTEREY MECHANICAL CO MSR MECHANICAL LLC NEW MEXICO PIPE TRADES NORTHERN SERVICES INC NV HEATHORN CO O.C. MCDONALD CO. INC. O'BRIEN MECHANICAL INC II OCEAN PARK MECHANICAL INC PACIFIC COAST TRANE PAN PACIFIC PLUMBING COMPANY PERFORMANCE MECHANICAL INC (PMI) PERMACOLD ENGINEERING PETALUMA MECHANICAL INC PETERSON MECHANICAL INC PLUMBERS & PIPEFITTERS LOCAL 142 PLUMBERS LOCAL 130 UA PRIBUSS ENGINEERING INC "R & V REFRIGERATION INC SHELBORNE DR" R G PLUMBING RECIPROCITY - LOCAL 250 RECIPROCITY - LOCAL 296 RECIPROCITY - LOCAL 342 RECIPROCITY - LOCAL 343 RECIPROCITY - LOCAL 393 RECIPROCITY - LOCAL 447 RECIPROCITY - LOCAL 467 RECIPROCITY - RENO RECIPROCITY LOCAL 130 RECIPROCITY LOCAL 142 RECIPROCITY LOCAL 412 RECIPROCITY LOCAL 572 RECIPROCITY-LOCAL 234 RECIPROCITY-LOCAL 290 REDSTONE PLUMBING REFRIGERATION SOLUTIONS INC. RIGNEY PLUMBING INC RMI MECHANICAL INC ROUNTREE PLUMBING & HEATING INC SAN QUENTIN PRISON SHIMMICK/CEC JV SHOOTER & BUTTS INC SILICON VALLEY MECHANICAL INC SOUTHLAND INDUSTRIES SUMMERS PLUMBING & HEATING INC SUNBELT CONTROLS INC TEMPER INSULATION CO INC THERMA LLC THERMAL MECHANICAL INC TYRRELL PLUMBING AND MECHANICAL INC. UA LOCAL 38 UA LOCAL 38 TRUST FUND VEC VPM GENERAL BUILDING LLC WATERWORKS INDUSTRIES INC WESTERN ALLIED MECHANICAL INC WHITE WATER PLUMBING INC WL HICKEY SONS INC