2025-03-26T14:16:41-05:00 2024-06-30 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2023-07-01 132686582 DISTRICT COUNCIL 37 EDUCATION FUND DIST 2128151700 125 BARCLAY STREET NEW YORK NY 10007 STEPHEN JOHNSON FUND ADMINISTRATOR 2128151700 2025-03-26 1 1 CAROL WESTFALL P00539069 6312734778 2023 2025-03-06 01:10:19Z 125 BARCLAY STREET NEW YORK NY 10007 7790959 0 X WWW.DC37.NET X 1971 NY TO PROVIDE EDUCATIONAL BENEFITS AND RELATED TRAINING PROGRAMS TO ELIGIBLE PARTICIPANTS. 7 7 27 0 0 0 86428 16650 7425038 7074418 0 0 0 699891 7511466 7790959 0 0 748322 0 3128270 3212505 0 0 0 3634874 4578454 7511466 7790959 0 0 10139703 10728758 10139703 10728758 0 0 TO PROVIDE EDUCATIONAL BENEFITS AND RELATED TRAINING PROGRAMS TO ELIGIBLE PARTICIPANTS. 0 0 6756766 TO PROVIDE EDUCATIONAL BENEFITS AND RELATED TRAINING PROGRAMS TO ELIGIBLE PARTICIPANTS. 6756766 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 1 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 25 0 1 27 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X STEPHEN JOHNSON 2128151700 125 BARCLAY STREET NEW YORK NY 10007 MICHAEL DE MARCO TRUSTEE 5.00 30.00 X 0 0 0 MAF MISBAH UDDIN TRUSTEE 5.00 30.00 X 0 0 0 DILCY BENN TRUSTEE 5.00 30.00 X 0 0 0 DENNIS IFILL TRUSTEE 5.00 30.00 X 0 0 0 JOHN HYSLOP TRUSTEE 5.00 30.00 X 0 0 0 JAHMILA EDWARDS TRUSTEE 5.00 30.00 X 0 0 0 MAGALY ROSARIO TRUSTEE 5.00 30.00 X 0 0 0 STEPHEN JOHNSON FUND ADMINISTRATOR 35.00 X 140479 0 75202 MANUEL GOMEZ-ROSA ASSISTANT DIRECTOR 35.00 X 115046 0 55817 PATRICIA PUNCH ASSISTANT DIRECTOR 35.00 X 112520 0 71942 CLAIRE MENELAS ASSISTANT DIRECTOR 35.00 X 109633 0 58230 WENDY RUTHERFORD ACCOUNTING MANAGER 35.00 X 108459 0 59346 586137 0 320537 5 0 1 0 0 16650 16650 CONTRIBUTION - DC37 BFT 525100 7074418 7074418 7074418 INSURANCE PREMIUM REFUND 524114 697866 697866 OTHER INCOME 999999 2025 2025 699891 7790959 7074418 0 699891 X 233075 188790 44285 2112679 1711271 401408 340033 275427 64606 337659 273503 64156 189059 153138 35921 59104 59104 51500 51500 1656818 1643689 13129 188039 170040 17999 446374 361563 84811 136605 110650 25955 10738 10738 67310 54522 12788 TUITION REIMBURSMENT 1158767 1158767 POSTRETIREMENT BENEFIT 733904 594462 139442 WITHDRAWAL LIABILITY IN 41347 33491 7856 MATERIALS & SUPPLIES 27453 27453 495 495 7790959 6756766 1034193 0 85009 154249 10006851 10519251 371649 371649 0 0 47843 55258 10139703 10728758 708396 886986 9431307 9841772 10139703 10728758 X 0 0 0 0 0 0 0 0 10139703 10728758 0 0 X 0 1 X 1 0 X 7669356 7546726 7327027 7511466 7091068 37145643 7669356 7546726 7327027 7511466 7091068 37145643 37145643 6500 1200 600 699891 708191 37853834 0.98130 0.99980 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC - 2019 AMOUNT: $ 6,500. 2020 AMOUNT: $ 1,200. 2021 AMOUNT: $ 600. 2023 AMOUNT: $ 2,025. INSURANCE REFUND - 2023 AMOUNT: $ 697,866. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 371649 371649 0 0 POST RETIREMENT BENEFIT OBLIGATION 8324775 COMPENSATED ABSENCES 986000 WITHDRAWAL LIABILITY 530997 9841772 7790959 0 7790959 0 7790959 7790959 0 7790959 0 7790959 X 0 0 0 0 0 0 0 0 0 STEPHEN JOHNSON FUND ADMINISTRATOR 140479 0 0 0 0 0 45503 0 29699 0 215681 0 0 0 MANUEL GOMEZ-ROSA ASSISTANT DIRECTOR 115046 0 0 0 0 0 25750 0 30067 0 170863 0 0 0 PATRICIA PUNCH ASSISTANT DIRECTOR 112520 0 0 0 0 0 41875 0 30067 0 184462 0 0 0 CLAIRE MENELAS ASSISTANT DIRECTOR 109633 0 0 0 0 0 28163 0 30067 0 167863 0 0 0 WENDY RUTHERFORD ACCOUNTING MANAGER 108459 0 0 0 0 0 29280 0 30066 0 167805 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND'S ADMINISTRATOR AND WAS REVIEWED BY 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. FORM 990, PART IX, LINE 11G OUTSIDE INSTRUCTION: PROGRAM SERVICE EXPENSES 1,643,689. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,643,689. ACTUARIAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,000. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,129. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,129. DC 37 BENEFIT FUND TRUST 125 BARCLAY ST NEW YORK NY 10007 132988369 EMPLOYEE BENEFIT PLAN TRUST NY 501(C)(5) N/A 0 AFSCME AFL-CIO DC 37 125 BARCLAY ST NEW YORK NY 10007 135673101 LABOR ORGANIZATION NY 501(C)(5) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 DC 37 BENEFIT FUND TRUST S 7074418 CONTRIBUTIONS AFSCME AFL-CIO DC 37 P 488696 RENT & OFFICE EXPENSES AFSCME AFL-CIO DC 37 Q 134542 SALARY & BENEFITS FORM 990, PART VII, SECTION A CERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A, DO NOT RECEIVE COMPENSATION FROM THE FILING ORGANIZATION, BUT DO RECEIVE COMPENSATION FROM A RELATED ORGANIZATION IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF THE RELATED ORGANIZATION. ACCORDINGLY, THEIR COMPENSATION IS REPORTED ON THE FORM 990 OF THE RELATED ORGANIZATION.