Skip to content
Nonprofiteer
← LOCAL 338 CHARITIES INC

Form 990 for tax year 2022

Filed by LOCAL 338 CHARITIES INC.

Totals

Total revenue
$195,062
Total expenses
$198,396
Contributions and grants received
$196,842
Grants paid
$187,607
Program service revenue
$0
Investment income
$0
Other revenue
-$1,780
Total assets, end of year
$336,996
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$336,996
Program services expenses (Part IX)
$197,607
Management and general expenses
$789
Fundraising expenses
$0
Program service expenses (Part III)
$197,607

Program services were 99.6% 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.

  • 1c · Fundraising events

    $196,842

  • 8a · Fundraising events: gross income

    $19,661

  • 8a · Fundraising events: contributions included on line 1c

    $196,842

  • 8b · Fundraising events: direct expenses

    $30,422

  • 8c · Net income from fundraising events

    total -$10,761 · excluded -$10,761

  • 11a · Other revenue: OTHER INCOME

    total $8,981 · related or exempt $8,981

  • 11e · Other revenue, total

    $8,981

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $153,207 · program services $153,207

  • 2 · Grants to domestic individuals

    total $34,400 · program services $34,400

  • 4 · Benefits paid to or for members

    total $10,000 · program services $10,000

  • 13 · Office expenses

    total $227 · management and general $227

  • 14 · Information technology

    total $562 · management and general $562

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $340,331 · end of year $336,996

  • 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 $340,331 · end of year $336,996

Mission and programs · 2022

Mission

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.

  • 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 $197,607 · Grants $187,607

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • John R Durso

    CHAIRMAN

    Total calculated
    $402,645
    From this org
    $0
    From related orgs
    $353,557
    Other
    $49,088
    Hours/week
    0.5 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $353,557 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $32,336 related
    Nontaxable benefits
    $0 + $16,752 related
    Filer's total
    $0 + $402,645 related
  • Joseph Fontano

    TREASURER

    Total calculated
    $252,614
    From this org
    $0
    From related orgs
    $215,363
    Other
    $37,251
    Hours/week
    0.5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $215,363 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $20,499 related
    Nontaxable benefits
    $0 + $16,752 related
    Filer's total
    $0 + $252,614 related
  • Neil Gonzalvo

    DIRECTOR

    Total calculated
    $245,392
    From this org
    $0
    From related orgs
    $203,975
    Other
    $41,417
    Hours/week
    0.5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $203,975 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $24,665 related
    Nontaxable benefits
    $0 + $16,752 related
    Filer's total
    $0 + $245,392 related
  • Nikki Kateman

    DIRECTOR

    Total calculated
    $160,019
    From this org
    $0
    From related orgs
    $131,264
    Other
    $28,755
    Hours/week
    0.5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $131,264 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $12,003 related
    Nontaxable benefits
    $0 + $16,752 related
    Filer's total
    $0 + $160,019 related
  • Debra Bollbach

    DIRECTOR (P)

    Total calculated
    $168,163
    From this org
    $0
    From related orgs
    $149,441
    Other
    $18,722
    Hours/week
    0.5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $149,441 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $8,950 related
    Nontaxable benefits
    $0 + $9,772 related
    Filer's total
    $0 + $168,163 related
  • Rosalma Lafontaine

    DIRECTOR

    Total calculated
    $135,472
    From this org
    $0
    From related orgs
    $110,490
    Other
    $24,982
    Hours/week
    0.5 + 35 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. 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
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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

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
2022
Filed
1 November 2023
IRS schema version
2022v5.0
Source object
202323059349301957

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.