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← UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1776 HOUSING TRUST PLAN

Form 990 for tax year 2023

Filed by UNITED FOOD AND COMMERCIAL WORKERS LOCAL 1776 HOUSING TRUST PLAN.

Totals

Total revenue
$98,680
Total expenses
$55,568
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$51,688
Investment income
$46,992
Other revenue
$0
Total assets, end of year
$1,569,879
Total liabilities, end of year
$8,920
Net assets or fund balances, end of year
$1,560,959
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.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTION

    total $51,688 · related or exempt $51,688

  • 3 · Investment income

    total $41,967 · excluded $41,967

  • 7a · Gross sales of assets other than inventory

    securities $685,000

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

    securities $679,975

  • 7c · Gain or loss

    securities $5,025

  • 7d · Net gain or loss

    total $5,025 · excluded $5,025

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $8,936

  • 10 · Payroll taxes

    total $1,022

  • 11a · Fees: management

    total $13,049

  • 11c · Fees: accounting

    total $3,600

  • 11f · Fees: investment management

    total $10,091

  • 11g · Fees: other

    total $177

  • 13 · Office expenses

    total $13,477

  • 23 · Insurance

    total $5,216

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $168,206 · end of year $169,757

  • 4 · Accounts receivable

    beginning of year $4,315 · end of year $5,479

  • 9 · Prepaid expenses and deferred charges

    beginning of year $73 · end of year $5,073

  • 12 · Investments: other securities

    beginning of year $1,274,101 · end of year $1,386,393

  • 15 · Other assets

    beginning of year $3,188 · end of year $3,177

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,653 · end of year $8,920

  • 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 $1,447,230 · end of year $1,560,959

Mission and programs · 2023

Mission

TO PROVIDE HOUSING ASSISTANCE TO PLAN PARTICIPANTS

Activities or mission (Part I)

TO PROVIDE HOUSING ASSISTANCE TO ELIGIBLE PARTICIPANTS

  • THE FUND BEGAN OFFERING HOUSING ASSISTANCE TO PARTICIPANTS IN 2017. IN 2022, UP TO $1,600 WAS PAID TO 9 PARTICIPANTS TO ASSIST IN COVERING THE CLOSING COSTS FOR THE PURCHASE OF THE PARTICIPANTS PRIMARY HOME.

As filed on the 2023 return.

Listed in Part VII

  • Wendell W Young IV

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Robert V Spires

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Daneen Farina

    ALTERNATE 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.

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.

  • UFCW LOCAL 1776

    501(C)(5) · CONTRIBUTING EMPLOYER · PA

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.

  • ACME

    CONTRIBUTING EMPLOYER · share of income $24,248

  • BROWN'S SHOP RITE

    CONTRIBUTING EMPLOYER · share of income $5,202

Provenance

Return type
form_990
Tax year
2023
Filed
9 October 2024
IRS schema version
2023v5.1
Source object
202412889349301901

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