Nonprofit · EIN 94-1234856
CARPENTERS HEALTH AND WELFARE TRUST
Also known as FUND FOR NORTHERN CALIFORNIA
Tax-exempt · OAKLAND, CA 94621
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $490,868,823 | $555,244,940 | -$64,376,117 | $692,110,662 | $305,027,948 | $387,082,714 |
| August 31, 2024 | 990 | $479,710,131 | $556,868,484 | -$77,158,353 | $738,397,869 | $307,578,320 | $430,819,549 |
| August 31, 2023 | 990 | $551,016,000 | $491,769,455 | $59,246,545 | $763,097,424 | $290,780,288 | $472,317,136 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $438,499,519
- Investment income
- $23,712,064
- Net gain from sales of assets
- $9,670,870
- Other revenue
- $28,657,240
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $539,755,276
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $268,322
- Accounting fees
- $91,303
Balance sheet and other
- Total assets, start of year
- $738,397,869
- Total assets, end of year
- $692,110,662
- Total liabilities, end of year
- $305,027,948
- Net assets, end of year
- $387,082,714
- Publicly traded securities
- $58,155,542
- Gross unrelated business income
- $23,712,064
- Gross receipts
- $1,082,956,759
- Employees
- 1,743
- Volunteers
- 14
- Year formed
- 1953
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAY BRADSHAW | CO CHAIR Trustee or director, Officer | 1 | $0 | $341,605 | $141,066 |
| JACOB ADIARTE | TRUSTEE Trustee or director | 1 | $0 | $221,203 | $109,586 |
| SEAN HEBARD | TRUSTEE Trustee or director | 1 | $0 | $218,806 | $109,286 |
| DANIEL NUNCIO | TRUSTEE Trustee or director | 1 | $0 | $217,841 | $109,286 |
| MARTIN ESPINOZA JR | TRUSTEE Trustee or director | 1 | $0 | $215,176 | $108,250 |
| DAN MCCULLOCH | TRUSTEE Trustee or director | 1 | $0 | $187,884 | $101,048 |
| DANIEL GREGG | TRUSTEE Trustee or director | 1 | $0 | $183,684 | $100,748 |
| RANDY JENCO | CO CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT ALTEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| NANCY BRINKERHOFF | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MIKE MENCARINI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DON DOLLY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KATHRYN CAHILL THOMPSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT SMITH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended August 31, 2024: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAY BRADSHAW | CO CHAIR Trustee or director, Officer | 1 | $0 | $324,035 | $136,716 |
| JACOB ADIARTE | TRUSTEE Trustee or director | 1 | $0 | $208,641 | $107,891 |
| SEAN HEBARD | TRUSTEE Trustee or director | 1 | $0 | $207,417 | $107,591 |
| EDWARD GABLE | TRUSTEE (THRU MAR. '24) Trustee or director | 1 | $0 | $205,777 | $107,591 |
| DANIEL NUNCIO | TRUSTEE Trustee or director | 1 | $0 | $204,571 | $106,537 |
| EDDY LUNA | TRUSTEE (THRU NOV. '23) Trustee or director | 1 | $0 | $188,193 | $102,971 |
| DAN MCCULLOCH | TRUSTEE (AS OF JAN. '24) Trustee or director | 1 | $0 | $177,883 | $99,872 |
| DANIEL GREGG | TRUSTEE Trustee or director | 1 | $0 | $173,526 | $99,572 |
| MARTIN ESPINOZA JR | TRUSTEE (AS OF MAR '24) Trustee or director | 1 | $0 | $173,526 | $99,572 |
| RANDY JENCO | CO CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT ALTEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| NANCY BRINKERHOFF | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MIKE MENCARINI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DON DOLLY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KATHRYN CAHILL THOMPSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT SMITH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended August 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAY BRADSHAW | CHAIR Trustee or director, Officer | 1 | $0 | $299,800 | $125,337 |
| JACOB ADIARTE | TRUSTEE Trustee or director | 1 | $0 | $200,936 | $100,907 |
| EDWARD GABLE | TRUSTEE Trustee or director | 1 | $0 | $196,364 | $100,607 |
| SEAN HEBARD | TRUSTEE Trustee or director | 1 | $0 | $197,467 | $97,607 |
| EDDY LUNA | TRUSTEE Trustee or director | 1 | $0 | $165,609 | $92,947 |
| DANIEL GREGG | TRUSTEE Trustee or director | 1 | $0 | $165,609 | $92,947 |
| DANIEL NUNCIO | TRUSTEE Trustee or director | 1 | $0 | $165,609 | $92,947 |
| RANDY JENCO | CO-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NANCY BRINKERHOFF | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MIKE MENCARINI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT ALTEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DON DOLLY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KATHRYN CAHILL THOMPSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT SMITH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 265 HEGENBERGER RD STE 100, OAKLAND, CA 94621-1480
- Principal officer (990 for 2024)
- WILLIAM FEYLING, 265 HEGENBERGER ROAD SUITE 100, OAKLAND, CA 94621
- Signed the 990
- WILLIAM FEYLING, SECRETARY
- Phone
- (510) 633-0333
- Return prepared by
- EIDE BAILLY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1234856 or by the name CARPENTERS HEALTH AND WELFARE TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
NONE
Program accomplishments
- TO PROVIDE HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 23,668 ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN EMPLOYERS AND THE UNION.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 94-1234856
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1964
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $692,110,662
- Income (IRS master file)
- $1,082,956,759
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $490,868,823 | $555,244,940 | $692,110,662 | XML |
| 990 | August 2024 | $479,710,131 | $556,868,484 | $738,397,869 | XML |
| 990 | August 2023 | $551,016,000 | $491,769,455 | $763,097,424 | XML |
| 990 | August 2022 | $464,733,712 | $484,982,100 | $748,973,232 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-1234856).
Questions about CARPENTERS HEALTH AND WELFARE TRUST
- What is the EIN of CARPENTERS HEALTH AND WELFARE TRUST?
- The employer identification number (EIN) of CARPENTERS HEALTH AND WELFARE TRUST is 94-1234856.
- Is CARPENTERS HEALTH AND WELFARE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1964.
- Are donations to CARPENTERS HEALTH AND WELFARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CARPENTERS HEALTH AND WELFARE TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CARPENTERS HEALTH AND WELFARE TRUST due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARPENTERS HEALTH AND WELFARE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of CARPENTERS HEALTH AND WELFARE TRUST?
- The 990 for the year ended August 31, 2025 names WILLIAM FEYLING.
- Who are the officers and directors of CARPENTERS HEALTH AND WELFARE TRUST?
- The 990 for the year ended August 31, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does CARPENTERS HEALTH AND WELFARE TRUST have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $490,868,823, expenses of $555,244,940 and total assets of $692,110,662 at year end.
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