Form 990 for tax year 2023

Totals

Total revenue

$156,060

Total expenses

$247,340

Contributions and grants received

$188,935

Grants paid

$236,116

Program service revenue

$0

Investment income

$2,795

Other revenue

-$35,670

Total assets, end of year

$245,716

Total liabilities, end of year

$0

Net assets or fund balances, end of year

$245,716

Program services expenses (Part IX)

$245,616

Management and general expenses

$1,724

Fundraising expenses

$0

Program service expenses (Part III)

$245,616

Program services were 99.3% 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.

Mission and programs · 2023

• EXCELLENCE THROUGH PROVISION OF SCHOLARSHIPS TO MEMBERS AND DEPENDENTS OF MEMBERS OF LOCAL 338 RWDSU/UFCW WHO ENROLL IN ACCREDITED COLLEGE OR UNIVERSITY PROGRAMS.TO AID NEEDY MEMBERS OF LOCAL 338 WHO ARE IN NEED OF MEDICAL CARE, SUFFERING FROM HARDSHIP DUE TO AN EMERGENCY OR DISASTER, SUFFERING FROM MENTAL ILLNESS OR DRUG AND ALCHOHOL ABUSE.TO SUPPORT OTHER CHARITABLE ORGANIZATIONS IN THE AREA WHERE LOCAL 338 OPERATES.

  Expenses $245,616 · Grants $236,116

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

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

• JOHN THEISSEN CHILDREN'S FOUNDATION

  $34,465

  CHARITABLE DONATION

• EAC NETWORK

  $12,400

  CHARITABLE DONATION

• SUFFOLK COMMUNITY COLLEGE FOUNDATION

  $8,250

  CHARITABLE DONATION

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.

• LOCAL 338 HEALTH AND WELFARE FUND

  501(C)(9) · PROVIDES MEDICAL AND WELFARE BENEFITS TO PARTICIPANTS · NY

• LOCAL 338 REAL ESTATE HOLDINGS CORP

  501(C)(2) · HOLDS TITLE TO REAL ESTATE · NY

• LOCAL 338 RWDSU UNION

  501(C)(5) · PROVIDES ASSISTANCE IN LABOR RELATED MATTERS · NY

• LOCAL 338 RETIREMENT FUND

  401(A) · PROVIDES PENSION BENEFITS TO PARTICIPANTS · NY

• LOCAL 338 ANNUITY FUND

  401(A) · PROVIDES PENSION BENEFITS TO PARTICIPANTS · NY

• LOCAL 305 CIO PENSION FUND

  401(A) · PROVIDES PENSION BENEFITS TO PARTICIPANTS · NY

• LOCAL 338 BENEFITS TRUST FUND

  501(C)(9) · PROVIDES MEDICAL, TEMPORARY DISABILITY, DEATH AND LEGAL BENEFITS · NY

Provenance

Return type

form_990

Tax year

2023

Filed

12 November 2024

IRS schema version

2023v5.1

Source object

202403179349306965

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