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← ROCHESTER REGIONAL JOINT BOARD FUND FOR THE FUTURE

Form 990 for tax year 2023

Filed by ROCHESTER REGIONAL JOINT BOARD FUND FOR THE FUTURE.

Totals

Total revenue
$230,306
Total expenses
$461,689
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$184,946
Other revenue
$45,360
Total assets, end of year
$6,028,551
Total liabilities, end of year
$10,566
Net assets or fund balances, end of year
$6,017,985
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 $207,815 · excluded $207,815

  • 7a · Gross sales of assets other than inventory

    securities $319,925

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

    securities $342,794

  • 7c · Gain or loss

    securities -$22,869

  • 7d · Net gain or loss

    total -$22,869 · excluded -$22,869

  • 11a · Other revenue: OTHER INCOME

    total $45,360 · related or exempt $45,360

  • 11e · Other revenue, total

    $45,360

Functional expenses

Part IX, the statement of functional expenses.

  • 11c · Fees: accounting

    total $9,555

  • 11f · Fees: investment management

    total $15,921

  • 12 · Advertising and promotion

    total $16,462

  • 13 · Office expenses

    total $344

  • 21 · Payments to affiliates

    total $300,000

  • 24a · Other expenses: ORGANIZING EXPENSES

    total $117,487

  • 24b · Other expenses: TELEPHONE

    total $1,265

  • 24c · Other expenses: CONTRIBUTIONS

    total $655

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $25,903 · end of year $21,771

  • 11 · Investments: publicly traded securities

    beginning of year $4,987,103 · end of year $5,296,780

  • 12 · Investments: other securities

    beginning of year $710,000 · end of year $710,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $20,538 · end of year $10,566

  • 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 $5,702,468 · end of year $6,017,985

Mission and programs · 2023

Mission

TO ASSIST IN THE ADMINSTRATION OF THE ROCHESTER REGIONAL JOINT BOARD'S PRIMARY MISSION TO BENEFIT WORKERS AND RETIREES.

Activities or mission (Part I)

TO ADVANCE THE COLLECTIVE INTEREST OF WORKERS AND RETIREES WHO WERE AND ARE MEMBERS OF ROCHESTER REGIONAL JOINT BOARD.

  • TO ADVANCE THE COLLECTIVE INTEREST OF WORKERS AND RETIREES WHO ARE AND WERE MEMBERS OF ROCHESTER REGIONAL JOINT BOARD.

As filed on the 2023 return.

Listed in Part VII

  • Gary Bonadonna Jr

    CHAIRMAN

    Total calculated
    $180,051
    From this org
    $0
    From related orgs
    $172,519
    Other
    $7,532
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $172,519 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $7,532 related
    Filer's total
    $0 + $180,051 related

  • Joseph Conway

    TRUSTEE

    Total calculated
    $113,547
    From this org
    $0
    From related orgs
    $108,331
    Other
    $5,216
    Hours/week
    1

  • Ross Clark

    TRUSTEE

    Total calculated
    $102,453
    From this org
    $0
    From related orgs
    $98,151
    Other
    $4,302
    Hours/week
    1

  • Rob Vitello

    TRUSTEE

    Total calculated
    $93,375
    From this org
    $0
    From related orgs
    $91,356
    Other
    $2,019
    Hours/week
    1

  • James Leuci

    TRUSTEE

    Total calculated
    $51,192
    From this org
    $0
    From related orgs
    $49,101
    Other
    $2,091
    Hours/week
    1

  • Ian Hayes

    TRUSTEE

    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.

Provenance

Return type
form_990
Tax year
2023
Filed
10 August 2024
IRS schema version
2023v5.1
Source object
202412269349301301

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