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← LOCAL 803 HEALTH AND WELFARE FUND

Form 990 for tax year 2023

Filed by LOCAL 803 HEALTH AND WELFARE FUND.

Totals

Total revenue
$206,878
Total expenses
$234,659
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$49,147
Other revenue
$157,731
Total assets, end of year
$1,612,234
Total liabilities, end of year
$20,000
Net assets or fund balances, end of year
$1,592,234
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $49,147 · excluded $49,147

  • 11a · Other revenue: REIMBURSEMENT ADMIN EX

    total $157,731 · related or exempt $157,731

  • 11e · Other revenue, total

    $157,731

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $97,308

  • 10 · Payroll taxes

    total $7,844

  • 11b · Fees: legal

    total $36,000

  • 11c · Fees: accounting

    total $25,781

  • 11f · Fees: investment management

    total $9,958

  • 11g · Fees: other

    total $17,000

  • 13 · Office expenses

    total $13,665

  • 14 · Information technology

    total $10,391

  • 16 · Occupancy

    total $8,718

  • 23 · Insurance

    total $7,994

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $76,420 · end of year $7,962

  • 2 · Savings and temporary cash investments

    beginning of year $4,843 · end of year $5,096

  • 4 · Accounts receivable

    beginning of year $79,080 · end of year $120,780

  • 10a · Land, buildings and equipment: cost or other basis

    $51,819

  • 10b · Land, buildings and equipment: accumulated depreciation

    $51,819

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $1,308,890 · end of year $1,464,464

  • 15 · Other assets

    beginning of year $13,955 · end of year $13,932

  • 17 · Accounts payable and accrued expenses

    beginning of year $19,842 · end of year $20,000

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,463,346 · end of year $1,592,234

Mission and programs · 2023

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. BENEFITS INCLUDE MEDICAL & SURGICAL, PRESCRIPTION DRUGS, DENTAL, OPTICAL, LIFE INSURANCE AND DISABILITY.

Activities or mission (Part I)

PROVIDING HEALTH AND WELFARE BENEFITS TO PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS.

  • TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. BENEFITS INCLUDE MEDICAL & SURGICAL, PRESCRIPTION DRUGS, DENTAL, OPTICAL, LIFE INSURANCE AND DISABILITY.

As filed on the 2023 return.

Listed in Part VII

  • DEMOS DEMOPOULOS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SHARIKA GORDON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • WIMAL ARIYAWANSA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • RALPH BLASI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ANITA SIMONELLI

    FUND MANAGER

    Total calculated
    $93,346
    From this org
    $93,346
    From related orgs
    $0
    Other
    $0
    Hours/week
    13 + 27 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • GRISTEDES FOODS INC

    CONTRIBUTING EMPLOYER · NY

Provenance

Return type
form_990
Tax year
2023
Filed
4 August 2025
IRS schema version
2023v6.0
Source object
202502189349301975

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