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← WESTERN NEW YORK TEAMSTERS WELFARE FUND

Form 990 for tax year 2023

Filed by WESTERN NEW YORK TEAMSTERS WELFARE FUND.

Totals

Total revenue
$1,168,369
Total expenses
$1,346,401
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,162,689
Investment income
$5,680
Other revenue
$0
Total assets, end of year
$982,244
Total liabilities, end of year
$8,426
Net assets or fund balances, end of year
$973,818
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $986,095 · related or exempt $986,095

  • 2b · Program service revenue: COBRA CONTRIBUTIONS

    total $121,310 · related or exempt $121,310

  • 2c · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $55,284 · related or exempt $55,284

  • 3 · Investment income

    total $40,622 · excluded $40,622

  • 7a · Gross sales of assets other than inventory

    securities $649,725

  • 7b · Less cost or other basis and sales expenses

    securities $684,667

  • 7c · Gain or loss

    securities -$34,942

  • 7d · Net gain or loss

    total -$34,942 · related or exempt -$34,942

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $1,184,874

  • 10 · Payroll taxes

    total $443

  • 11b · Fees: legal

    total $1,073

  • 11c · Fees: accounting

    total $14,500

  • 11f · Fees: investment management

    total $4,135

  • 11g · Fees: other

    total $55,601

  • 13 · Office expenses

    total $7,137

  • 16 · Occupancy

    total $72,642

  • 23 · Insurance

    total $5,996

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $277,412 · end of year $157,207

  • 2 · Savings and temporary cash investments

    beginning of year $35,648 · end of year $43,002

  • 4 · Accounts receivable

    beginning of year $59,757 · end of year $2,250

  • 11 · Investments: publicly traded securities

    beginning of year $715,992 · end of year $779,785

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,795 · end of year $8,426

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,084,014 · end of year $973,818

Mission and programs · 2023

Mission

TO PROVIDE VISION, DENTAL, DISABILITY AND LIFE INSURANCE BENEFITS TO ELIGIBLE MEMBERS OF TEAMSTERS LOCAL UNION 264.

  • THE FUND PROVIDED VISION, DENTAL, AND LIFE INSURANCE BENEFITS TO ELIGIBLE MEMBERS OF TEAMSTERS LOCAL UNION 264.

As filed on the 2023 return.

Listed in Part VII

  • Brian Dickman

    UNION TRUSTE

    Total calculated
    $190,462
    From this org
    $0
    From related orgs
    $133,435
    Other
    $57,027
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $133,435 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported + $57,027 related
    Filer's total
    not reported + $190,462 related

  • John Randolph

    UNION TRUSTE

    Total calculated
    $32,355
    From this org
    $0
    From related orgs
    $32,355
    Other
    $0
    Hours/week
    0.5 + 10 related

  • Thomas Diina

    EMPLOYER TRU

    Total calculated
    $0
    Hours/week
    0.5

  • Jay Gilbert

    EMPLOYER TRU

    Total calculated
    $0
    Hours/week
    0.5

  • Steve Kincanon

    EMPLOYER TRU

    Total calculated
    $0
    Hours/week
    0.5

  • William McCracken

    UNION TRUSTE

    Total calculated
    $0
    Hours/week
    0.5

  • Glenn Miller

    UNION TRUSTE

    Total calculated
    $0
    Hours/week
    0.5

  • Robert Bonilla

    PLAN ADMINST

    Total calculated
    $0
    Hours/week
    1

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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.

  • BENLIN BENLIN

    EMPLOYER

  • BUNZL BUNZL

    EMPLOYER

  • CITY OF JAMESTOWN CITY OF JAMESTOWN

    EMPLOYER

  • COCA COLA COCA COLA

    EMPLOYER

  • DESIDERIO DESIDERIO

    EMPLOYER

  • EAGLE EAGLE

    EMPLOYER

  • ERIE COUNTY SHERRIFS ERIE COUNTY SHERRIFS

    EMPLOYER

  • HANOVER HANOVER

    EMPLOYER

  • LAUB LAUB

    EMPLOYER

  • LINEAGE LINEAGE

    EMPLOYER

  • NFFT NFFT

    EMPLOYER

  • SAMSON SAMSON

    EMPLOYER

  • TOPS TOPS

    EMPLOYER

  • TOWN OF ALDEN TOWN OF ALDEN

    EMPLOYER

  • TOWN OF ALEXANDER TOWN OF ALEXANDER

    EMPLOYER

  • TOWN OF BYRON TOWN OF BYRON

    EMPLOYER

  • TOWN OF CARROLLTON TOWN OF CARROLLTON

    EMPLOYER

  • TOWN OF LEWISTON TOWN OF LEWISTON

    EMPLOYER

  • TOWN OF LOCKPORT TOWN OF LOCKPORT

    EMPLOYER

  • TOWN OF MOUNT MORRIS TOWN OF MOUNT MORRIS

    EMPLOYER

  • TOWN OF NUNDA TOWN OF NUNDA

    EMPLOYER

  • TOWN OF SHELDON TOWN OF SHELDON

    EMPLOYER

  • TOWN OF STAFFORD TOWN OF STAFFORD

    EMPLOYER

  • TOWN OF YORKSHIRE TOWN OF YORKSHIRE

    EMPLOYER

  • US FOODS US FOODS

    EMPLOYER

  • CWA CWA

    EMPLOYER

Provenance

Return type
form_990
Tax year
2023
Filed
21 June 2024
IRS schema version
2023v5.0
Source object
202431769349300513

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