2025-07-21T11:59:52-05:00 2024-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2024-01-01 132728844 SMART LOCAL 137 APPRENTICE TRAINING FUND SMAR 7189374514 50-02 5TH ST STE A LONG ISLAND CITY NY 11101 RICHARD BASULTO FUND ADMINISTRATOR 7189374514 2025-07-21 1 1 CAROL WESTFALL P00539069 6312734778 2024 2025-03-06 01:10:19Z 50-02 5TH ST STE A LONG ISLAND CITY NY 11101 1269119 0 X N/A X 1971 NY TO PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 6 5 11 0 0 0 0 0 949527 859068 46705 78106 25 1857 996257 939031 0 0 0 0 93684 93619 0 0 0 679515 668177 773199 761796 223058 177235 3267720 3504462 176429 176449 3091291 3328013 TO PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 0 0 621176 TO PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 621176 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 0 1 11 1 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X RICHARD BASULTO 7189374514 50-02 5TH ST STE A LONG ISLAND CITY NY 11101 DANTE DANO JR UNION TRUSTEE 1.00 3.00 X 0 0 0 ANTHONY FOTIADIS UNION TRUSTEE 1.00 3.00 X 0 0 0 KEVIN GOING EMPLYR TRUSTEE 1.00 3.00 X 0 0 0 JONATHAN BRAGOLI EMPLYR TRUSTEE 1.00 3.00 X 0 0 0 RUSSELL CAPALDO UNION TRUSTEE 1.00 3.00 X 0 1638 1017 SHANNA PERAS EMPLYR TRUSTEE 1.00 3.00 X 0 0 0 RICHARD BASULTO FUND ADMINISTRATOR 3.00 37.00 X 0 124603 67253 PETER SCAGLIONE TRAINING DIR 0.00 50.00 X 0 0 0 0 126241 68270 0 0 1 1 0 EMPLOYERS CONTRIBUTION 238900 859068 859068 859068 73194 73194 335000 330088 4912 4912 4912 OTHER INCOME 900099 1857 1857 1857 939031 860925 0 78106 82080 82080 1177 1177 2276 2276 8086 8086 12588 12588 23000 23000 10288 10288 6258 5657 601 2376 2376 83659 77873 5786 4168 4168 8237 8237 43976 43976 REIMBURSED EXPENSES 371981 286000 85981 MATERIALS & SUPPLIES 101646 101646 761796 621176 140620 0 125948 85146 917058 730715 82916 73466 335884 330480 13641 5404 2020394 2452221 107763 157510 3267720 3504462 24250 30216 152179 146233 176429 176449 X 0 0 0 0 3091291 3328013 3091291 3328013 3267720 3504462 177235 59487 0 X 0 1 X 1 0 X 137665 137665 0 191633 186229 5404 6586 6586 0 5404 OPERATING LEASE PAYABLE 146233 146233 988230 59487 59487 928743 10288 10288 939031 751508 0 751508 10288 10288 761796 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PRESENTED ON WEBSITE SCHEDULE E, PART I, LINE 4 (B)-NO SCHOLARSHIP OR FINANCIAL ASSISTANCE PROVIDED (D)-NO CONTRIBUTIONS ARE SOLICITED 0 0 0 0 0 0 0 0 0 RICHARD BASULTO FUND ADMINISTRATOR 0 124603 0 0 0 0 0 39916 0 27337 0 191856 0 0 FORM 990 SCHEDULE J PART I, LINE 1A,RELEVANT INFORMATION REGARDING COMPENSATION AND BENEFITS - RICHARD BASULTO RECEIVES COMPENSATION AND BENEFITS IN HIS CAPACITY AS CURRENT FUND ADMINISTRATOR OF THIS ENTITY AND THE RELATED INSURANCE, ANNUITY, AND SCHOLARSHIP FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THE INSURANCE FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE APPRENTICE FUND'S PORTION OF THESE EXPENSES IS 9% OF THE GROSS AMOUNTS DETAILED ON SCHEDULE J, PART II. PART I, LINE 2A, RELEVANT INFORMATION REGARDING COMPENSATION AND BENEFITS - PETER SCAGLIONE RECEIVES COMPENSATION AND BENEFITS IN HIS CAPACITY AS TRAINING DIRECTOR OF THIS ENTITY AND WORK PERFORMED FOR THE LOCAL UNION (UNRELATED ORGANIZATION). COMPENSATION OF $192,041 AND BENEFITS OF $149,816 ARE PAID BY THE LOCAL UNION OF WHICH 80% IS REIMBURSED BY THE APPRENTICE FUND. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND ADMINISTRATOR. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED WITH THE ORGANIZATION'S BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C AS REQUIRED BY THE FUND'S POLICY AND BY ERISA, OFFICERS, DIRECTORS, AND KEY EMPLOYEES HAVE A CONTINUOUS OBLIGATION TO REPORT POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW AND MAY BE VIEWED BY ALL PARTICIPANTS AT THE FUND OFFICE UPON REQUEST. SMART LOCAL 137 ANNUITY FUND 50-02 5TH ST STE A LONG ISLAND CITY NY 11101 132866830 PROVIDE RET BENEFITS TO PARTICIPANTS NY 501(A) N/A N/A 0 PAUL COLLINS JR SCHOLARSHIP FUND 50-02 5TH ST STE A LONG ISLAND CITY NY 11101 113281606 PROVIDE SCHOLARSHIP TO ELIGIBLE PARTICIPANTS NY 501(C)3 10 N/A 0 SMART LOCAL 137 INSURANCE FUND 50-02 5TH ST STE A LONG ISLAND CITY NY 11101 135520944 PROVIDE HEALTH CARE BENEEFITS TO ELIGIBLE PARTICIPANTS NY 501(C)9 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 SMART LOCAL 137 INSURANCE FUND P 75300 AMOUNT PAID