2026-07-21T12:55:53-05:00 2025-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2025-01-01 113281606 PAUL COLLINS JR SCHOLARSHIP FUND PAUL 7189374514 50-02 5TH STREET STE A LONG ISLAND CITY NY 11101 RICHARD BASULTO FUND ADMINISTRATOR 7189374514 2026-07-21 1 VINCENT F PANETTIERI P00366812 6312734778 2025 2025-03-06 01:10:19Z RICHARD BASULTO 50-02 5TH STREET STE A LONG ISLAND CITY NY 11101 230881 0 X N/A X 1996 NY THE PURPOSE OF THE PLAN IS TO PROVIDE SCHOLARSHIPS TO ELIGIBLE PARTICIPANTS FOR UNDERGRADUATE TUITION IN AN ACCREDITED COLLEGE OR UNIVERSITY. SCHOLARSHIP BENEFITS ARE DETERMINED BY THE PLAN'S TRUSTEES. 6 5 0 0 0 0 622 1659 30160 28006 2353 2080 63438 86748 96573 118493 0 0 52000 42000 0 0 0 0 0 59447 65434 111447 107434 -14874 11059 659126 691960 34019 31967 625107 659993 THE PURPOSE OF THE PLAN IS TO PROVIDE SCHOLARSHIPS TO ELIGIBLE PARTICIPANTS FOR UNDERGRADUATE TUITION IN AN ACCREDITED COLLEGE OR UNIVERSITY. SCHOLARSHIP BENEFITS ARE DETERMINED BY THE PLAN'S TRUSTEES. 0 0 42000 THE PURPOSE OF THE PLAN IS TO PROVIDE SCHOLARSHIPS TO ELIGIBLE PARTICIPANTS FOR UNDERGRADUATE TUITION IN AN ACCREDITED COLLEGE OR UNIVERSITY. SCHOLARSHIP BENEFITS ARE DETERMINED BY THE PLAN'S TRUSTEES. 42000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X RICHARD BASULTO 7189374514 50-02 5TH STREET STE A LONG ISLAND CITY NY 11101 RUSSELL CAPALDO UNION TRUSTEE 1.00 3.00 X 0 4876 2703 DANTE DANO JR- THRU 725 UNION TRUSTEE 1.00 3.00 X 0 0 0 ANTHONY FOTIADIS UNION TRUSTEE 1.00 3.00 X 0 0 0 KEVIN GOING EMPLYR TRUSTEE 1.00 3.00 X 0 0 0 JONATHAN BRAGOLI EMPLYR TRUSTEE 1.00 3.00 X 0 0 0 SHANNA PERAS EMPLYR TRUSTEE 1.00 3.00 X 0 0 0 RICHARD BASULTO FUND ADMINISTRATOR 2.00 38.00 X 0 136315 74938 HENRY A TAVAREZ- EFF 725 UNION TRUSTEE 1.00 3.00 X 0 0 0 0 141191 77641 0 0 1 0 0 1659 1659 EMPLOYER CONTRIBUTIONS 238900 28006 28006 28006 459 459 16082 14461 1621 1621 1621 184675 97927 86748 86748 118493 28006 0 88828 42000 42000 5245 5245 14000 14000 6082 6082 3000 3000 888 888 120 120 2999 2999 REIMB ADMIN EXPENSE 33100 33100 107434 42000 65434 0 1807 39359 37508 21449 3000 7233 0 0 600417 609783 16394 14136 659126 691960 13250 18250 20769 13717 34019 31967 X 0 0 0 0 625107 659993 625107 659993 659126 691960 11059 23827 0 X 0 1 X 1 0 X 29102 31819 29839 45117 28006 163883 113325 112855 109920 108555 184675 629330 142427 144674 139759 153672 212681 793213 0 0 0 793213 4259 4711 3219 895 459 13543 4259 4711 3219 895 459 13543 146686 149385 142978 154567 213140 806756 0.98320 0.96430 0.01680 0.03570 X 0 OPERATING LEASE PAYABLE 13717 13717 136238 23827 23827 112411 6082 6082 118493 101352 0 101352 6082 6082 107434 DINNER DANCE 184675 184675 71000 26927 184675 184675 71000 26927 97927 86748 0 0 0 0 0 0 0 0 0 RICHARD BASULTO FUND ADMINISTRATOR 0 136315 0 0 0 0 0 41535 0 33403 0 211253 0 0 PART III, ADDITIONAL INFORMATION RICHARD BASULTO RECEIVES COMPENSATION AND BENEFITS IN HIS CAPACITY AS CURRENT FUND ADMINISTRATOR OF THIS ENTITY AND THE RELATED ANNUITY, APPRENTICE TRAINING AND INSURANCE FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THE INSURANCE FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE SCHOLARSHIP FUND'S PORTION OF THESE EXPENSES IS 4% OF THE GROSS AMOUNTS DETAILED ON SCHEDULE J, PART II. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND ADMINISTRATOR. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED WITH THE ORGANIZATION'S BOARD OF TRUSTEES, PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C AS REQUIRED BY THE FUND'S POLICY AND BY ERISA, OFFICERS & KEY EMPLOYEES HAVE A CONTINUOUS OBLIGATION TO REPORT POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW AND MAY BE VIEWED BY ALL PARTICIPANTS AT THE FUND OFFICE UPON REQUEST. SMART LOCAL 137 ANNUITY FUND 50-02 5TH STREET STE A LONG ISLAND CITY NY 11101 132866830 PROVIDE RET BENEFITS TO PARTICIPANTS NY 501 (A) N/A N/A 0 SMART LOCAL 137 APPRENTICE FUND 50-02 5TH STREET STE A LONG ISLAND CITY NY 11101 132728844 PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION NY 501 (C) (3) 2 N/A 0 SMART LOCAL 137 INSURANCE FUND 50-02 5TH STREET STE A LONG ISLAND CITY NY 11101 135520944 PROVIDE HEALTH CARE BENEEFITS TO ELIGIBLE PARTICIPANTS NY 501 (C) (9) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0