2025-03-25T10:59:51-05:00 2024-06-30 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2023-07-01 132988369 DISTRICT COUNCIL 37 BENEFITS FUND TRUST DIST 2128151345 125 BARCLAY STREET NEW YORK NY 10007 WILLIAM BIFULCO FUND ADMINISTRATOR 2128151345 2025-03-25 1 1 CAROL WESTFALL P00539069 6312734778 2023 2025-03-06 01:10:19Z X WILLIAM BIFULCO 125 BARCLAY STREET NEW YORK NY 10007 340532229 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 292324585 296553025 68224 16052265 0 437193 292392809 313042483 0 0 0 0 1275322 1080197 0 0 0 234191792 225638441 235467114 226718638 56925695 86323845 751306535 888314225 89381234 101596460 661925301 786717765 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 21 0 1 27 1 0 0 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 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 ADMINISTRATOR 5.00 30.00 X 0 261205 84358 JODI P GOLDMAN ASSOC ADMINISTRATOR 5.00 30.00 X 0 196913 59547 YVETTE D CHARMANT CONTROLLER - THRU 05/2024 10.00 25.00 X 0 173899 48564 JUAN MANZANO TELEPHONE SYSTEMS MANAGER 35.00 0.00 X 100508 0 52008 MAGALY MENDEZ-BRAVO CONTROLLER - EFF 05/2024 10.00 25.00 X 0 127093 64348 100508 759110 308825 5 0 1 0 HUNTER ROBERTS CONSTRUCTION GROUP 55 WATER ST 51ST FL NEW YORK NY 10041 CONSTRUCTION GROUP 102462662 CREATIVE OFFICE RESOURCES 44 THOMSON PLACE BOSTON MA 02210 OFFICE SPACE DESIGN GROUP 6285995 MAXUS GROUP INC 345 7TH AVE 401 NEW YORK NY 10001 IT SERVICE ORGANIZATION 1320692 THE SWITZER GROUP INC 475 PARK AVE S NEW YORK NY 10016 OFFICE SPACE DESIGN GROUP 1114774 AVISON YOUNG PROJECT MANAGEMENT (USA) L 90 WEST ST NEW YORK NY 10006 REAL ESTATE DEVELOPMENT 894400 16 EMPLOYER CONTRIBUTIONS 525100 296300958 296300958 COBRA 525100 252067 252067 296553025 651471 651471 42890540 27489746 15400794 15400794 15400794 INSURANCE PREMIUM REFUND 524114 437193 437193 437193 313042483 296990218 0 16052265 593815 33332 341264 111786 110870 74250 335340 158787 9184 47703 3170 155712 369515 ALLOCATION OF CONTRIBUT 221631538 BUILDING EXPENSES 2658538 POSTRETIREMENT BENEFIT 83834 226718638 76369321 5447595 1335 22814523 39769729 49870306 1137872 1497748 186800811 14483359 66367520 172317452 567660758 636366601 751306535 888314225 14562722 11565203 2599264 2885502 11969514 12470136 60249734 74675619 89381234 101596460 X 0 0 0 0 661925301 786717765 661925301 786717765 751306535 888314225 86323845 38468619 0 X 0 1 X 1 0 0 1 X 4069266 4069266 12324172 9178507 3145665 169891744 4795177 165096567 515629 509675 5954 172317452 LONGVIEW CORE BOND FUND 437230288 F LONGVIEW LARGE CAP INDEX 199136313 F 636366601 DUE TO RELATED ORGANIZATIONS 68659060 COMPENSATED ABSSENCES 703315 POSTRETIREMENT BENEFIT OBLIGATION 5248872 PENSION WITHDRAWAL LIABILITY 64372 74675619 351175762 38468619 38468619 312707143 335340 335340 313042483 226383298 0 226383298 335340 335340 226718638 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. X 0 0 0 WILLIAM BIFULCO FUND ADMINISTRATOR 0 261205 0 0 0 0 0 53243 0 31115 0 345563 0 0 JODI P GOLDMAN ASSOC ADMINISTRATOR 0 196913 0 0 0 0 0 44760 0 14787 0 256460 0 0 YVETTE D CHARMANT CONTROLLER - THRU 05/2024 0 173899 0 0 0 0 0 34202 0 14362 0 222463 0 0 MAGALY MENDEZ-BRAVO CONTROLLER - EFF 05/2024 0 127093 0 0 0 0 0 34628 0 29720 0 191441 0 0 JUAN MANZANO TELEPHONE SYSTEMS MANAGER 100508 0 0 0 0 0 0 23002 0 29006 100508 52008 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 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. 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, 2024 REVENUE RENTAL INCOME 41,442 INTEREST INCOME 0 TOTAL REVENUE 41,442 EXPENSES PAYROLL 793,470 PAYROLL TAXES 80,385 EMPLOYEE BENEFITS 419,126 REAL ESTATE TAXES 954,237 UTILITIES 181,210 REPAIRS AND MAINTENANCE 437 OFFICE 21,517 INSURANCE 23,202 PROFESSIONAL FEES 106,491 SECURITY SUPPORT SERVICES 428 WITHDRAWAL LIABILITY INTEREST 4,296 POST RETIREMENT BENEFIT OBLIGATION 98,297 TOTAL EXPENSES 2,683,096 BUILDING EXPENSE IN EXCESS OF REVENUE 2,641,654 OCCUPANCY ALLOCATED TO AFFILIATED ORGANIZATIONS 0 OPERATING EXPENSES ALLOCATED TO THE TRUST 2,641,654 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