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Nonprofit · EIN 13-2832806

UFCW LOCAL 2013 HEALTH AND WELFARE FUND

Tax-exempt · BROOKLYN, NY 11209

Financials

$40.6M$28.9M2023$51.7M$48.4M2024
Revenue Expenses · by fiscal year end
Financials of UFCW LOCAL 2013 HEALTH AND WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$51,741,435$48,439,622$3,301,813$80,888,877$6,179,088$74,709,789
December 31, 2023990$40,647,760$28,872,475$11,775,285$74,843,760$3,388,641$71,455,119
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$48,792,256
Investment income
$2,949,179
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$46,220,716
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$148,937
Accounting fees
$111,475
Occupancy
$206,955

Balance sheet and other

Total assets, start of year
$74,843,760
Total assets, end of year
$80,888,877
Total liabilities, end of year
$6,179,088
Net assets, end of year
$74,709,789
Publicly traded securities
$16,028,184
Gross receipts
$51,741,435
Employees
0
Volunteers
0
Year formed
1975
State of legal domicile
NY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
LOUIS M CAROTENUTOUNION TRUSTEE
Trustee or director
1$0
STANLEY FLEISHMANEMPLOYER TRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
LOUIS M CAROTENUTOUNION TRUSTEE
Trustee or director
1$0
STANLEY FLEISHMANEMPLYR TRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
9235 4TH AVE, BROOKLYN, NY 11209-7006
In care of
% JACKIE DOWLING
Signed the 990
LOUIS MARK CAROTENUTO, PRESIDENT
Phone
(718) 745-3487
Return prepared by
SCHULTHEIS & PANETTIERI LLP

Mission

THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.

990 for the year ended December 31, 2024

Program accomplishments

  • THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
13-2832806
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2017
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$80,888,877
Income (IRS master file)
$51,741,435

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$51,741,435$48,439,622$80,888,877XML
990December 2023$40,647,760$28,872,475$74,843,760XML
990December 2022$33,698,833$25,113,877$61,977,029IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-2832806).

Questions about UFCW LOCAL 2013 HEALTH AND WELFARE FUND

What is the EIN of UFCW LOCAL 2013 HEALTH AND WELFARE FUND?
The employer identification number (EIN) of UFCW LOCAL 2013 HEALTH AND WELFARE FUND is 13-2832806.
Is UFCW LOCAL 2013 HEALTH AND WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2017.
Are donations to UFCW LOCAL 2013 HEALTH AND WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does UFCW LOCAL 2013 HEALTH AND WELFARE FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of UFCW LOCAL 2013 HEALTH AND WELFARE FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UFCW LOCAL 2013 HEALTH AND WELFARE FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who are the officers and directors of UFCW LOCAL 2013 HEALTH AND WELFARE FUND?
The 990 for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does UFCW LOCAL 2013 HEALTH AND WELFARE FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $51,741,435, expenses of $48,439,622 and total assets of $80,888,877 at year end.

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