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← LOCAL 464A EDUCATIONAL BENEFIT FUND

Form 990 for tax year 2023

Filed by LOCAL 464A EDUCATIONAL BENEFIT FUND.

Totals

Total revenue
$364,368
Total expenses
$328,176
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$176,717
Investment income
$187,651
Other revenue
$0
Total assets, end of year
$6,805,996
Total liabilities, end of year
$9,100
Net assets or fund balances, end of year
$6,796,896
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$328,176

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: EMPLOYERS CONTRIBUTIONS

    total $176,717 · related or exempt $176,717

  • 3 · Investment income

    total $129,032 · related or exempt $129,032

  • 7a · Gross sales of assets other than inventory

    securities $1,623,668

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

    securities $1,565,049

  • 7c · Gain or loss

    securities $58,619

  • 7d · Net gain or loss

    total $58,619 · related or exempt $58,619

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $164,474

  • 8 · Pension plan contributions

    total $16,252

  • 9 · Other employee benefits

    total $14,702

  • 10 · Payroll taxes

    total $12,753

  • 11b · Fees: legal

    total $7,200

  • 11c · Fees: accounting

    total $10,508

  • 13 · Office expenses

    total $20,825

  • 16 · Occupancy

    total $12,503

  • 19 · Conferences, conventions and meetings

    total $2,900

  • 22 · Depreciation, depletion and amortization

    total $3,665

  • 24a · Other expenses: SCHOLARSHIPS

    total $42,000

  • 24b · Other expenses: INVESTMENT ADVISORY AC

    total $11,180

  • 24c · Other expenses: DELEGATE EXPENSE

    total $5,460

  • 24d · Other expenses: GENERAL INSURANCE

    total $2,254

  • 24e · All other expenses

    total $1,500

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $18,489 · end of year $25,300

  • 4 · Accounts receivable

    beginning of year $10,991 · end of year $7,883

  • 9 · Prepaid expenses and deferred charges

    beginning of year $824 · end of year $629

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

    $56,980

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

    $56,980

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $5,796,489 · end of year $6,734,652

  • 14 · Intangible assets

    beginning of year $19,849 · end of year $16,185

  • 15 · Other assets

    beginning of year $16,387 · end of year $21,347

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,307 · end of year $9,100

  • 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 $5,859,722 · end of year $6,796,896

Mission and programs · 2023

Mission

TO PROVIDE EDUCATIONAL SERVICES, SUCH AS WORKSHOPS, SEMINARS, LECTURES & OTHER TRAINING PROGRAMS FOR APPROXIMATELY 11,569 COVERED MEMBERS OF UFCW LOCAL 464A AFL-CIO.

Activities or mission (Part I)

EDUCATIONAL BENEFIT PROGRAMS INCLUDING WORKSHOPS, SEMINARS, LECTURES, TRAINING PROGRAMS, SCHOLARSHIPS AND PRE-RETIREMENT COUNSELING FOR ELIGIBLE MEMBERS.

  • EDUCATIONAL SERVICES PROVIDED INCLUDE WORKSHOPS, SEMINARS, LECTURES & OTHER TRAINING PROGRAMS, SUCH AS DRUG AND ALCOHOL PREVENTION AND TREATMENT PROGRAMS. SCHOLARSHIPS ARE ALSO AVAILABLE FOR ELIGIBLE PARTICIPANTS. EDUCATIONAL SERVICES ARE PROVIDED TO APPROXIMATELY 11,569 COVERED MEMBERS OF UFCW LOCAL 464A AFL-CIO.

    Expenses $328,176 · Revenue $364,368

As filed on the 2023 return.

Listed in Part VII

  • John T Niccollai

    TRUSTEE

    Total calculated
    $715,538
    From this org
    $0
    From related orgs
    $714,939
    Other
    $599
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $714,939 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $714,939 related

  • Richard Whalen

    TRUSTEE

    Total calculated
    $467,517
    From this org
    $0
    From related orgs
    $466,918
    Other
    $599
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $466,918 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $466,918 related

  • John Niccollai III

    TRUSTEE

    Total calculated
    $349,145
    From this org
    $0
    From related orgs
    $348,546
    Other
    $599
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $348,546 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $348,546 related

  • Robert Spinella

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dan Dosenbach

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Patrick Durning

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Joan Williamson

    ALTERNATE

    Total calculated
    $0
    Hours/week
    1

  • Justin Ramos

    ALTERNATE

    Total calculated
    $60,226
    From this org
    $0
    From related orgs
    $59,627
    Other
    $599
    Hours/week
    1

  • Matthew Durante

    EMPLOYEE

    Total calculated
    $171,190
    From this org
    $171,190
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,190
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $171,190

  • Joann Piscitelli

    ALTERNATE

    Total calculated
    $135,444
    From this org
    $0
    From related orgs
    $135,444
    Other
    $0
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $135,444 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $135,444 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

The filer's explanations (Part III)

SCHEDULE J-LINE 5
JOANN PISCITELLI PASSED AWAY ON JULY 6, 2023.

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
14 May 2024
IRS schema version
2023v5.0
Source object
202421359349302987

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