2026-03-31T10:10:37-05:00 2025-06-30 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2024-07-01 132686582 DISTRICT COUNCIL 37 EDUCATION FUND DIST 2128151700 125 BARCLAY STREET NEW YORK NY 10007 MICHAEL DE MARCO TRUSTEE 2128151700 2026-03-31 1 1 VINCENT F PANETTIERI P00366812 6312734778 2024 2025-03-06 01:10:19Z 125 BARCLAY STREET NEW YORK NY 10007 9091177 0 X WWW.DC37.NET X 1971 NY TO PROVIDE EDUCATIONAL BENEFITS AND RELATED TRAINING PROGRAMS TO ELIGIBLE PARTICIPANTS. 7 7 30 0 0 0 16650 0 7074418 9091177 0 0 699891 0 7790959 9091177 0 0 0 0 3212505 3307287 0 0 0 4578454 5783890 7790959 9091177 0 0 10728758 9195358 10728758 9195358 0 0 TO PROVIDE EDUCATIONAL BENEFITS AND RELATED TRAINING PROGRAMS TO ELIGIBLE PARTICIPANTS. 0 0 7869964 9091177 TO PROVIDE EDUCATIONAL BENEFITS AND RELATED TRAINING PROGRAMS TO ELIGIBLE PARTICIPANTS. 7869964 1 0 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 23 0 1 30 1 0 0 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 0.00 X 167730 0 65855 MANUEL GOMEZ-ROSA ASSISTANT DIRECTOR 35.00 0.00 X 141501 0 59866 PATRICIA PUNCH ASSISTANT DIRECTOR 35.00 0.00 X 138136 0 60285 CLAIRE MENELAS ASSISTANT DIRECTOR 35.00 0.00 X 134923 0 59543 WENDY RUTHERFORD ACCOUNTING MANAGER 35.00 0.00 X 134269 0 58162 CATHRYN GILCHRIST PRINCIPAL PROG. COORDINATOR 35.00 0.00 X 119667 0 38337 836226 0 342048 13 0 1 0 0 CONTRIBUTION - DC37 BF 525100 9091177 9091177 9091177 9091177 9091177 0 0 X 219324 175459 43865 1997144 1597715 399429 384719 307775 76944 536532 429225 107307 169568 135654 33914 29411 29411 54810 54810 1441174 1431617 9557 230359 207039 23320 426806 341445 85361 456794 365436 91358 23413 23413 11978 9583 2395 40575 32460 8115 TUITION REIMBURSMENT 1901251 1901251 POSTRETIREMENT BENEFIT 1118730 894984 223746 WITHDRAWAL LIABILITY IN 38865 31092 7773 MATERIALS & SUPPLIES 9229 9229 495 495 9091177 7869964 1221213 0 154249 11683 10519251 8952852 70044 172757 11978 0 160779 55258 0 10728758 9195358 886986 1309005 9841772 7886353 10728758 9195358 X 0 0 0 0 0 0 0 0 10728758 9195358 0 0 X 0 1 X 1 0 X 7546726 7327027 7511466 7091068 9091177 38567464 7546726 7327027 7511466 7091068 9091177 38567464 38567464 1200 600 699891 701691 39269155 0.98210 0.98130 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC - 2020 AMOUNT: $ 1,200. 2021 AMOUNT: $ 600. 2023 AMOUNT: $ 2,025. INSURANCE REFUND - 2023 AMOUNT: $ 697,866. 172757 11978 160779 160779 POST RETIREMENT BENEFIT OBLIGATION 6387010 COMPENSATED ABSENCES 1003000 WITHDRAWAL LIABILITY 496343 7886353 9091177 0 9091177 0 9091177 9091177 0 9091177 0 9091177 X 0 0 0 0 0 0 0 0 0 STEPHEN JOHNSON FUND ADMINISTRATOR 167730 0 0 0 0 0 32350 0 33505 0 233585 0 0 0 MANUEL GOMEZ-ROSA ASSISTANT DIRECTOR 141501 0 0 0 0 0 25581 0 34285 0 201367 0 0 0 PATRICIA PUNCH ASSISTANT DIRECTOR 138136 0 0 0 0 0 26000 0 34285 0 198421 0 0 0 CLAIRE MENELAS ASSISTANT DIRECTOR 134923 0 0 0 0 0 25258 0 34285 0 194466 0 0 0 WENDY RUTHERFORD ACCOUNTING MANAGER 134269 0 0 0 0 0 23877 0 34285 0 192431 0 0 0 CATHRYN GILCHRIST PRINCIPAL PROG. COORDINATOR 119667 0 0 0 0 0 22697 0 15640 0 158004 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 1,431,617. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,431,617. 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 6,557. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,557. DC 37 BENEFITS FUND TRUST 55 WATER STREET NEW YORK NY 10041 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 1 0 0 1 1 1 1 0 1 DC 37 BENEFITS FUND TRUST S 9091177 CONTRIBUTIONS AFSCME AFL-CIO DC 37 P 500694 RENT & OFFICE EXPENSES AFSCME AFL-CIO DC 37 Q 190057 SALARY & BENEFITS DC 37 BENEFITS FUND TRUST K 400949 RENT 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.