2024-11-15T08:04:10-06:00 2023-12-31 232586736 DANIEL A WINTERS & COMPANY CPAS 6 DICKINSON DR STE 205 CHADDS FORD PA 19317 990 2023-01-01 232763212 19 CAMPUS BOULEVARD BUSINESS TRUST 19CA 8005234702 19 CAMPUS BLVD SUITE 200 NEWTOWN SQUARE PA 19073 LARRY MCGANN TRUSTEE/CO-CHAIRMAN 8005234702 2024-11-15 1 0 CRAIG D WINTERS CPA P00154131 6103582000 2024-11-15 2023 2024-10-15 13:58:12Z ROBERT O BETTS JR 19 CAMPUS BLVD SUITE 200 NEWTOWN SQUARE PA 19073 1225293 0 X N/A X 1994 PA THE PURPOSE OF THIS TRUST IS TO HOLD TITLE TO THE REAL PROPERTY KNOWN AS 19 CAMPUS BOULEVARD, NEWTOWN SQUARE, PENNSYLVANIA, AND TO COLLECT INCOME FROM, PAY EXPENSES OF SUCH REAL PROPERTY AND TURN OVER THE ENTIRE AMOUNT OF SUCH INCOME TO THE OWNER, LESS EXPENSES AND LESS AMOUNTS NECESSARY TO RETAIN FOR THE OPERATIONS OF THE TRUST PROPERTY. 10 10 0 0 0 0 0 0 1191828 1225293 0 0 0 0 1191828 1225293 0 0 0 0 0 0 0 0 0 773642 806822 773642 806822 418186 418471 4390700 4550255 93824 134908 4296876 4415347 X THE PURPOSE OF THIS TRUST IS TO HOLD TITLE TO THE REAL PROPERTY KNOWN AS 19 CAMPUS BOULEVARD, NEWTOWN SQUARE, PENNSYLVANIA, AND TO COLLECT INCOME FROM, PAY EXPENSES OF SUCH REAL PROPERTY AND TURN OVER THE ENTIRE AMOUNT OF SUCH INCOME TO THE OWNER, LESS EXPENSES AND LESS AMOUNTS NECESSARY TO RETAIN FOR THE OPERATIONS OF THE TRUST PROPERTY. 0 0 THE PURPOSE OF THIS TRUST IS TO HOLD TITLE TO THE REAL PROPERTY KNOWN AS 19 CAMPUS BOULEVARD, NEWTOWN SQUARE, PENNSYLVANIA, AND TO COLLECT INCOME FROM, PAY EXPENSES OF SUCH REAL PROPERTY AND TURN OVER THE ENTIRE AMOUNT OF SUCH INCOME TO THE OWNER, LESS EXPENSES AND LESS AMOUNTS NECESSARY TO RETAIN FOR THE OPERATIONS OF THE TRUST PROPERTY. THIS IS ESSENTIALLY THE ONLY PROGRAM SERVICE OF THE ORGANIZATION AND ALL REVENUES AND EXPENSES ARE CONSIDERED TO BE FOR THIS PURPOSE. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 8 0 1 0 0 0 0 0 0 0 0 0 X 10 10 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 X ROBERT O BETTS JR 8005234702 19 CAMPUS BLVD SUITE 200 NEWTOWN SQUARE PA 19073 LARRY J MCGANN TRUSTEE/CO-CHAIRMAN 0.80 8.00 X 0 0 0 RICK AMAROSA TRUSTEE/CHAIRMAN 0.80 8.00 X 0 0 0 ANTHONY GAZZANIGA TRUSTEE 0.30 2.00 X 0 0 0 EDWARD CHRISTENSEN TRUSTEE 0.30 2.00 X 0 0 0 JACK UPCHURCH TRUSTEE 0.30 2.00 X 0 0 0 JATHAN VAN WINKLE TRUSTEE 0.30 2.00 X 0 0 0 KEVIN MOODY TRUSTEE 0.30 2.00 X 0 0 0 VINCENT SCHIAVONE TRUSTEE 0.30 2.00 X 0 0 0 PATRICK MCGARVEY TRUSTEE 0.30 2.00 X 0 0 0 MERRICK MILLER TRUSTEE 0.30 2.00 X 0 0 0 ROBERT O BETTS JR EXECUTIVE DIRECTOR 1.00 18.00 X 0 121341 28258 0 121341 28258 0 0 0 0 FLANAGAN MECHANICAL SERVICES LLC 1450 BARTLETT COURT YARDLEY PA 19067 HVAC CONTRACTOR 269565 1 RENTAL INCOME 531190 1225293 1225293 1225293 1225293 1225293 0 0 X 38027 1642 32102 225584 REAL ESTATE TAXES 151892 UTILITIES 84681 JANITORIAL AND TRASH RE 78623 REPAIRS AND MAINTENANCE 69693 124578 806822 484087 633279 74062 70388 7705067 3869367 3812497 3835700 20054 10888 4390700 4550255 57978 78211 35846 56697 93824 134908 X 4296876 4415347 4296876 4415347 4390700 4550255 X 418471 -300000 X X 0 1 X 0 0 1684279 1684279 5789779 3705029 2084750 231009 164338 66671 3835700 RENTAL INCOME PREPAID AND REIMB. TO TENANTS 40030 SECURITY DEPOSITS 16667 56697 X 1225293 0 1225293 0 1225293 806822 0 806822 0 806822 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. NATIONAL ELEVATOR INDUSTRY PENSION PLAN PARENT ORGANIZATION 215350 RENT AND RELATED OPERATION AND MAINTENANCE CHARGES, PAID TO 19 CAMPUS BOULEVARD BUSINESS TRUST. 0 NATIONAL ELEVATOR INDUSTRY PENSION PLAN PARENT ORGANIZATION 300000 DISTRIBUTION TO NATIONAL ELEVATOR INDUSTRY PENSION PLAN, ENTITY THAT OWNS THE TRUST. 0 FORM 990, PART VI, SECTION A, LINE 2 EDWARD CHRISTENSEN, PATRICK MCGARVEY AND KEVIN MOODY ARE EMPLOYED BY THE INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS. LARRY J. MCGANN IS AN EMPLOYED OFFICER AND ANTHONY GAZZANIGA IS AN OFFICER OF THE INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS. ACCORDINGLY THEY SHARE BUSINESS RELATIONSHIPS. FORM 990, PART VI, SECTION A, LINE 3 19 CAMPUS BOULEVARD BUSINESS TRUST EMPLOYS NEWMARK TO: 1) USE ITS BEST SKILL AND EFFORTS TO MANAGE, OPERATE, MAINTAIN AND SERVICE THE PROJECT, 2) MAINTAIN THE PROJECT ACCORDING TO STANDARDS ACCEPTABLE TO THE OWNER, 3) SECURE FULL COMPLIANCE BY LESSEES WITH THE TERMS AND CONDITIONS OF THEIR RESPECTIVE LEASES, 4) PREPARE INVENTORIES OF ALL PERSONAL PROPERTY AND READILY REMOVABLE FIXTURES ATTACHED TO THE PROJECT, 5) PREPARE AND IMPLEMENT A PLAN FOR THE MAINTENANCE AND OPERATION OF THE PROJECT, 6) THAT SUCH PLAN SHALL INCLUDE AN ANNUAL BUDGET OF OPERATIONS 7) CAUSE ALL OF AGENT'S EMPLOYEES WHO HANDLE OR ARE RESPONSIBLE FOR THE RENTS AND REVENUES FROM THE PROJECT TO BE BONDED BY FIDELITY BOND AND CORPORATE SURETY, 8) DISBURSE REGULARLY AND PUNCTUALLY ALL OPERATING EXPENSES OF THE PROJECT, AND 9) ORGANIZE AND MAINTAIN A SYSTEM OF CONTROLS DESIGNED TO INSURE THE AUTHENTICITY OF BILLS PAID AND THE FAIRNESS OF THE PRICE CHARGED. FORM 990, PART VI, SECTION A, LINE 7A THE INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS HAS THE POWER TO APPOINT FIVE (5) TRUSTEES FOR THE NATIONAL ELEVATOR INDUSTRY PENSION PLAN WHICH ARE THEN TRUSTEES OF 19 CAMPUS BOULEVARD BUSINESS TRUST. THE NATIONAL ELEVATOR INDUSTRY INC. HAS THE POWER TO APPOINT FIVE (5) TRUSTEES FOR THE NATIONAL ELEVATOR INDUSTRY PENSION PLAN WHICH ARE THEN TRUSTEES OF 19 CAMPUS BOULEVARD BUSINESS TRUST. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY MANAGEMENT PERSONNEL OF THE TRUST INCLUDING THE EXECUTIVE DIRECTOR, AND THE CHAIRMAN AND CO-CHAIRMAN OF THE BOARD OF TRUSTEES, PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART IX, LINE 24E REIMBURSEMENT FOR BUILDING MAINTENANCE ENGINEER 48,573. LANDSCAPING AND SNOW REMOVAL 36,439. SECURITY 19,996. INSURANCE 19,570. FORM 990, PART XI, LINE 9: TRANSFER TO NATIONAL ELEVATOR INDUSTRY PENSION PLAN, THE ENTITY THAT OWNS THE TRUST. -300,000. FORM 990, PART XII, LINE 2C: THE APPROVAL AND RESPONSIBILITY PROCESS FOR THE OVERSIGHT OF AUDITS OF FINANCIAL STATEMENTS HAS NOT CHANGED FROM THE PRIOR YEAR. NATIONAL ELEVATOR INDUSTRY PENSION PLAN 19 CAMPUS BLVD SUITE 200 NEWTOWN SQUARE PA 19073 236209769 PENSION BENEFITS PA 401(A) N/A N/A 0 NATIONAL ELEVATOR INDUSTRY FUND LLC 19 CAMPUS BLVD SUITE 200 NEWTOWN SQUARE PA 19073 204615091 MANAGEMENT AND INVESTMENT OF INVESTMENTS. DE N/A 0 0 NEIPF LP 19 CAMPUS BLVD SUITE 200 NEWTOWN SQUARE PA 19073 204615195 MANAGEMENT AND INVESTMENT OF INVESTMENTS. DE N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 0