2024-10-17T10:35:17-05:00 2023-12-31 222951202 MSPC CPA'S & ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2023-01-01 137237968 LOCAL 147 TRAINING FUND LOCA 7189946664 4332 KATONAH AVENUE BRONX NY 10470 CHRISTOPHER FITZSIMMONS TRUSTEE 7189946664 2024-10-17 1 1 ROBERT J JANNELLI CPA P00450209 9082727000 2023 2024-10-15 13:58:12Z CHRISTOPHER FITZSIMMONS 4332 KATONAH AVENUE BRONX NY 10470 581157 0 X N/A X 2000 NY TO PROVIDE TRAINING AND EDUCATION TO THE MEMBERS OF LOCAL 147 CONSTRUCTION WORKERS. 2 0 2 0 0 0 0 0 35565 85727 25318 113689 0 0 60883 199416 0 0 0 0 28697 108911 0 0 0 22008 39553 50705 148464 10178 50952 1406701 1446236 9911 10832 1396790 1435404 TO PROVIDE TRAINING AND EDUCATION TO THE MEMBERS OF LOCAL 147 CONSTRUCTION WORKERS. 0 0 136147 85727 CONFERENCES AND EDUCATIONAL CLASSES TO EDUCATE MEMBERS OF ALL SAFETY FEATURES ON THE JOB. 136147 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 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 0 0 1 0 0 0 1 1 0 2 1 0 0 0 0 0 0 0 0 0 0 X 2 0 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X THE FUND 7189946664 4332 KATONAH AVENUE BRONX NY 10470 X RICHARD FITZSIMMONS UNION TRUSTEE 1.00 39.00 X 0 263936 263168 ROBERT WESSELS EMPLOYER TRUSTEE 1.00 X 0 0 0 JOHN RYAN FORMER TRAINING DIRECTOR 1.00 40.00 X 0 16175 6695 THOMAS SMITH TRAINING DIRECTOR 1.00 40.00 X 26969 0 7821 26969 280111 277684 0 0 1 0 0 EMPLOYERS CONTRIBUTION 230000 85727 85727 85727 33863 33863 461567 381741 79826 79826 79826 199416 85727 0 113689 59902 59902 24454 24454 18542 18542 6013 6013 4000 4000 4500 4500 1207 1207 125 125 2485 2485 TRAINING CLASSES 27236 27236 148464 136147 12317 0 5234 20343 5177 2778 5506 11046 1642 1642 0 0 1389478 1410826 1306 1243 1406701 1446236 9911 10832 9911 10832 X 0 0 0 0 1396790 1435404 1396790 1435404 1406701 1446236 50952 -12338 0 X X 0 1 X 1 0 X 2480 4432 5228 35565 85727 133432 2480 4432 5228 35565 85727 133432 0 0 0 133432 36232 35535 24971 25318 33863 155919 36232 35535 24971 25318 33863 155919 501 1303 1721 3525 39213 41270 31920 60883 119590 292876 0.45560 0.31910 0.53240 0.66600 X 1642 1642 0 0 X 185871 -12338 -12338 198209 1207 1207 199416 147257 0 147257 1207 1207 148464 PART X, LINE 2: THE PLAN HAS OBTAINED A DETERMINATION LETTER IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE("IRC"). THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, PLAN MANAGEMENT AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THEREFORE, THEY BELIEVE THAT THE PLAN WAS QUALIFIED AND THE RELATED TRUST WAS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. PLAN MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2022, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 0 0 0 0 0 0 RICHARD FITZSIMMONS UNION TRUSTEE 0 263936 0 0 0 0 0 148531 0 114637 0 527104 0 0 FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES RICHARD T. FITZSIMMONS AND CHRISTOPHER FITZSIMMONS ARE BROTHERS FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES REVIEW THE FORM 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ALL INFORMATION UPON REQUEST. FORM 990, PART VII 1A(B) CERTAIN TRUSTEES OF THE FUND ARE COMPENSATED BY THE RELATED LOCAL UNION FOR HOURS THEY WORK RELATED TO UNION BUSINESS. FORM 990, PART XII LINE 2C THE BOARD OF TRUSTEES OVERSEES THE AUDIT OF THE FUND. LABORERS INTERNATIONAL UNION OF NORTH AMERICA LOCAL 147 4332 KATONAH AVE BRONX NY 10470 135569067 PROVIDES SERVICES TO UNION MEMBERS UNDER COLLECTIVE BARGAINING AGREEMENTS NY 501 (C) (5) 0 CONSTRUCTION WORKERS LOCAL 147 ADDITIONAL SECURITY BENEFITS FUND 36 HOPATCHUNG ROAD HOPATCONG NJ 07843 133161717 PROVIDES VACATION AND OTHER ADDITIONAL SECURITY BENEFITS NY 501 (C) (9) 0 CONSTRUCTION WORKERS LOCAL 147 ANNUITY FUND 36 HOPATCHUNG ROAD HOPATCONG NJ 07843 133161716 PROVIDES DEFINED CONTRIBUTION RETIREMENT BENEFITS NY 401 (A) 0 CONSTRUCTION WORKERS LOCAL 147 RETIREMENT FUND 36 HOPATCHUNG ROAD HOPATCONG NJ 07843 136528181 PROVIDES DEFINED BENEFIT RETIREMENT BENEFITS NY 401 (A) 0 CONSTRUCTION WORKERS LOCAL 147 WELFARE FUND 36 HOPATCHUNG ROAD HOPATCONG NJ 07843 136101595 PROVIDES HEALTH AND WELFARE BENEFITS NY 501 (C) (9) 0 FRONTIERKEMPER CONSTRUCTORS INC NY 0 OCS INDUSTRIES INC NY 0 OHL USA INC NY 0 NORTHEAST REMSCO NJ 0 WALSH CONSTRUCTION II IL 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0