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Form 990 Return of Organization Exempt From Income Tax OMB No 1545-0047
2006
Under section 501 (c), 527, or 4947(a)(1) 01 the Internal Revenue Code (except black lung
Department of the T.-eM\ry benefit trust or private foundation) DP81110c PUbll~
Internal Rever..we Service ~ The organization may have to use a copy of this retum to satisfy state reporting requirements klUeCiion
A For the 20D6 calendar yei,: ~r tax year beginning JUL 1, 2006 and ending JUN 30 2007
B Check If Pleas. C Name ';;Jorganlzatlon D Employer Idenllflcallon number
appllcaQlj. use IRS ~EW YORK CITY CARPENTERS RELIEF
OAdd~ label or lAND CHARITY FUND 13-3490897
chan pnntor
O~~e . type Number and street (or PObox If maills not delivered to street address) I Roomrsuite E Telephone number
See
o Initial Specific 395 HUDSON STREET (212) 366-7500
return
OFin81 Instruc- F Accounting method: 0 Cash [X] AceNal
return Hons City or town, state or country, and ZIP + 4
DAmendod ~EW YORK, NY 10014 Dg=M~
return
OApPllcadon • Section 501(c)(S) organizations and 4947(a)(1) nonexempt charitable trusts H and I are not applIcable to section 527 organizations.
pending
must attach a completed Schedule A (Form 990 or 990-El). H(a) Is this a group return for affiliates? OYes [X]No
G Website: ~WWW. NYCDISTRICTCOUNCIL. ORG H(b) If "Yes," enter number of affiliates ~ N/A
J Drganlzallon type (CIl""'only,,",,)~ [X] 501 (c) ( 3 ) .... Onsertno) 0 4947(a)/1) or 0527 H(c) Are all affiliates included? N/A OYes ONo
K Check here ~ 0 If the organization IS not a 509(a)(3) supportmg organization and Its gross (If 'No," attach a liSt.)
H(d) Is trus a separate return filed by an or-
receipts are normally not more than $25,000 A return IS not required, but If the omamzanon camzauon covered bv a urounrulmu? OYes [X] No
chooses to file a return, be sure to file a complete return I Grouo Exemotion Number ~ N/A
M Check ~ [X] if the organization IS not required to attach
L Gross receipts. Add lines 6b, 8b, sb, ancl10b to line 12" 519,086. Sch 8 (Form 990, 990-EZ, or 990-PF)
I Pnrt II Revenue, Expenses, and Changes in Net Assets or Fund Balances
C5 1 Contnbunons, giftS, grants, and similar amounts recereed:
c::;)
eN a Contributions to donor advised funds . .. la
~ b Direct public support (not Included on line 1 a) lb
\=4 e Indirect public support (not Included on Ime ta) lc
~ d Government contnbunons (grants) (not included on line ta) ld
a e Total (add lines ta through 1d) (cash $ noncash $ ) 18 o.
0 2 Program service revenue Including government fees and contracts (from Part vu.une 93) 2 516,432.
UJl S Membership dues and assessments S
;Z 4 Interest on savings and temporary cash Investments 4 1,964.
~ 5 DIVidends and Interest from secunties ... 1 6a 1 5
0 6 a Gross rents
@ b Less rental expenses 6b
Q C Net rental income or (loss). Subtract Ime 6b from line 6a 6c
:::I 7 Other investment Income (descnbe ~ \ 7
c
~ B a Gross amount from sales of assets other IA\ Securities IB\ Other
c! than mventory Ba
..
b Less cost or other baSIS and sales expenses Bb
e Gain or (loss) (attach schedule) 8e
d Net gain or (loss) Combine line 8c, columns (A) and (8) ... 8d
9 Special events and activities (attach schedule) If any amount is from gaming, Checktere t 0
a Gross ,""",ue (nollnduclng $ of contnbutlons reported on line lb) 9a
b Less direct expenses other than fund raising expenses .. 9b
c Net mcome or (loss) from special events Subtract line 9b from Ime 9a I 1 9c
10 a G"" "Til:'? ms and allowances . 10.
b Less: cost of g ods so Eel Db
e G",,,,,,,-, iof.i1'.' ~ ~.".) subtract , m e tob from , m , '0. 10c
11 Other revenu ttn lfll, line 1~~;§. . .. 11 690.
12 Total reven :A d II 'Ii. 213 Z. 5UlmZ, 8d Dc and 11 12 519,086.
13 p'~"m'~ .. ~ 13 549,000.
tI 14 Manageme t and G ~E1!J. 4 B1J 14 2,929.
III
c 15 Fundralslng (from IIn~, ';lID T 15
Q ..
CL
IC 16 Payments to affiliates (attach schedule) .. 16
w ..
17 Total eJ:penses. Add lines 16 and 44 column IA\ . 17 551,929.
18 Excess or (deficit) for the year Subtract line 17 from Ime 12 .. 18 <32,843.
III Net assets or fund balances at beginning of year (from Ime 73, column (A)) .. 205,761-
'iG 19 ... .. 19
zi 20 Other changes m net assets or fund balances (attach explanation) .. 20 o.
21 Net assets or fund balances at end of year. Combine lines 18, 19, and 20 21 172,918. >

~~b7 LHA For Privacy Act and Paperwork Reduction Act Notice, see the separate Instructions. 1

Form 990 (2006)

NEW YORK CITY CARPENTERS RELIEF AND CHARITY FUND

Pa e2

13-3490897

All organizations must complete column (A). Columns (8), (C), and (D) are required for section 501 (c)(3)

unqtlonal Expenses and (4) organizations and section 4947(a)(l) nonexempt chantable trusts but optional lor others.
Do not include amounts reported on line (A) Tutal (8) Program (C) Management (0) Fundralsing
6~, 8b, 9b, 10b, or 16 of Par! I. services and general
22a Grants paid from donor advised funds
(attach schedule) ..
(cash $ o • noncash $ o.
If this amount Includes foreign grants, check here ~D 22a
22b Other grants and allocations (attach schedule STATEMENT 1
(cash $54 9 , 000 • noncash $ o.
If this amount Includes foreign grants, check here ~ D 22b 549,000. 549,000.
23 Specrfic assistance to mdtviduals (attach
schedule) 23
24 Benefits paid to or for members (attach
schedule) 24
25a Compensation of current officers, directors, key
employees, etc listed in Pa rt V-A .. 25a 0. 0. o. o.
b Compensation of former officers, directors, key
employees, etc listed In Part V-8 25b 0. 0. o. 0.
c Compensation and other dtstnbutrons, not included
above, to disqualified persons (as defined under
section 4958(1)(1» and persons descnbed In
section 4958(c)(3)(8) 25c
26 Salanes and wages of employees not
included on lines 25a, b, and c 26
27 Pension plan contnbunons not Included on
lines 25a, b, and c 27
28 Employee benefits not Included on lines
25a·27 28
29 Payroll taxes 29
30 Professional fundraismq fees 30
31 Accounting fees 31
32 Legal fees 32
33 Supplies 33
34 Telephone 34
35 Postage and shipping 35
36 Occupancy 36
37 EqUipment rental and maintenance 37
38 Pnntmq and publications 38
39 Travel . . .. 39
40 Conferences, conventions, and meetings 40
41 Interest .. 41
42 Depreciation, depletion, etc. (attach schedule) 42
43 Other expenses not covered above (itemize):
a FIDUCIARY INSURANCE 43a 2,879. 2,879.
bBANK FEES 43b 50. 50.
c 43c
d 43d
8 438
I 431
9 43g
44 Total functional8xpenses. Add lines 22a through
43g (Organizations completing columns (B)-(D),
carry these totals to lines 13-15) . 44 551,929. 549,000. 2,929. o. Joint Costs. Check ~ D If you are following SOP 98·2,

Are any JOint costs from a combined educational campaign and fund raising solicitation reported in (B) Program services? ~ DYes [XJ No

11 "Yes,' enter (I) the aggregate amount of these JOint costs $ N / A , (II) the amount allocated to Program services $ N / A

---=-=~:..---

(III) the amount allocated to Management and general $ N / A ; and (lvl the amount allocated to Fund raising $ N / A

g~~~J-17 Form 990 (2006)

2

NEW YORK CITY CARPENTERS RELIEF AND CHARITY FUND

13-3490897

Pa e3

Form 990 IS avallatile for public Inspection and, for some people, serves as the primary or sole source of Information about a particular organization. How the pu.blic percerves an organization in such cases may be determined by the Information presented on Its retum. Therefore, please make sure the retum is complete and accurate and fully descnbes, In Part III, the organization's programs and accomplishments.

What IS the organization's pnmary exempt purpose? ~ Program SeNlce
CHARITABLE ORGANIZATION Expenses
(Required for 501 (c)(3)
All organizations must descnbe their exempt purpose achievements In a clear and concise manner. State the number of and (4) orgs . and
chents served, publications issued, etc. DISCUSS achievements that are not measurable. (Section 501 (c)(3) and (4) 4947(a)(1) trusts; but
organizations and 4947(a)(1) nonexempt chantable trusts must also enter the amount of grants and allocations to others.) optional for others )
a TO MAKE CHARITABLE CONTRIBUTIONS TO DULY RECOGNIZED
CHARITIES AND PROVIDE EMERGENCY ASSISTANCE TO VICTIMS OF
DISASTER, CATASTROPHE AND COMMUNITY PROJECTS FOR THE GOOD OF
THE GENERAL PUBLIC.


(Grants and allocations $ ) If thiS amount includes foreion crants check here ~ D 549,000.
b





(Grants and allocations $ ) If this amount includes foreion orants check here ~ D
C





(Grants and allocations $ ) If thiS amount Includes forekm orants check here ~ [ ]
d





(Grants and allocations $ ) If thiS amount Includes foreion orants check here ~ D
e Other program services (attach schedule)
(Grants and allocations $ ) If thiS amount Includes foreign grants check here ~ D f Total of Program Service Expenses (should egual hne 44, column (Bl, Program services)

549,000.

Form 990 (2006)

623021 01-18-07

3

.'

NEW YORK CITY CARPENTERS RELIEF

Form 990 (2006) AND CHARITY FUND 13-3490897 Page 4
! Part tV I Balance Sheets (See the tnstructions.)
Note: Where requrred, attached schedules and amounts within the aescnpnon column (A) (8)
should be for end-of-year amounts only. Beginning of yea r End of year
45 Cash - non-Interest-bearing 100. 45 100.
45 Savings and temporary cash Investments .. 90,406. 45 86,331.
47 a Accounts recervable 47a 92.687.
b Less: allowance for doubtful accounts 47b 115.255. 47c 92,687.
48 a Pledges receivable 48a
b Less: allowance for doubtful accounts 48b 48c
49 Grants receivable 49
50 a Hecervables from current and former officers, directors, trustees, and
key employees 50a
b Hecervables from other disqualified persons (as defined under section
Ja1 4958(f)(1)) and persons descnbed In section 49j8(C)(3j<B) 50b
III 51 a Other notes and loans receivable . . 51 a
III
ca: b Less allowance for doubtful accounts 51b 51c
52 Inventories for sale or use 52
53 Prepaid expenses and deferred charges .. 53
54 a Investments - publicly-traded secunties ~ o Cost DFMV 54a
b Investments - other secunties ~ o Cost DFMV 54b
55 a Investments - land, butldmqs, and
equipment: basis 55a

b Less: accumulated depreciation 55b 55c
55 Investments - other I 57a I 55
57 a Land, bUildings. and equipment: basis
b Less: accumulated depreciation 57b 57c
58 Other assets, including program-related Investments
(descnba ~ ) 58
59 Total assets (must eouailine 74l. Add lines 45 throuah 58 205,761. 59 179,118.
60 Accounts payable and accrued expenses 60 1,200.
61 Grants payable .. . . 61 5,000.
62 Deferred revenue 62
CII
III 63 Loans from officers, directors, trustees, and key employees 63
~ 64 a Tax-exempt bond liabilities 54a
:s
CII b Mortgages and other notes payable 64b
:J
65 Other Ilabllrtles (descnbe ~ ) 65
66 Total liabilities. Add lines 60 throuqh 65 o. 66 6,200.
Organizations that follow SFAS 117, check here ~ [X] and complete lines
CII 67 through 69 and lines 73 and 74.
III 67 Unrestncted 205.761. 67 172,918.
u
c 68 Temporanly restncted 68
.!!! ..
CII
CD 69 Permanently restncted .. 69
'C Organizations that do not follow SFAS 117, check here ~ o and
c
:l
"- complete lines 70 through 74 .
..
0 70 Caprtal stock. trust principal, or current funds 70
Ja1
III 71 Paid-in or capital surplus. or land. bUilding, and equipment fund 71
~ 72 Retained earnings, endowment. accumulated income, or other funds 72
..
III 73 Total net assets or fund balances. Add lines 67 through 69 or lines 70 through 72
z
(Column (A) must equal line 19 and column (B) must equaluns 21) 205.761. 73 172,918.
74 Total liabilities and net assets/fund balances. Add unes 66 and 73 205.761. 74 179,118. Form 990 (2006)

623031 01·20-07

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NEW YORK CITY CARPENTERS RELIEF

Form 990 2006 AND CHARITY FUND 13-3490897 Pa e5

Reconciliation of Revenue per Audited Financial Statements With Revenue per Return (See the Instructions.)

a Total @venue, gains, and other support per audrted financial statements a 519,086.
b Amounts Included on line a but not on Part I, line 12:
1 Net unrealized gains on Investments b1
2 Donated services and use of facilrties .. b2
3 Recovenes of pnor year grants .. b3
4 Other (specify): b4
Add lines b1 through b4 b o.
c Subtract line b from line a c 519,086.
d Amounts Included on Part I, line 12, but not on line a: I d1 I
1 Investment expenses not included on Part I, line 6b
2 Other (specify): d2
Add lines d1 and d2 d o.
8 Total revenue (Part I line 12). Add lines c and d ~ B 519,086.
I Part lV«B.I Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
a Total expenses and losses per audited financial statements a 551,929.
b Amounts Included on line a but not on Part I, line 17:
1 Donated services and use of facilities . - b1
2 Pnor year adjustments reported on Part I, line 20 b2
3 Losses reported on Part I, line 20 .. b3
4 Other (specify): b4
Add lines b1 through b4 .. b 0.
c Subtract line b from line a c 551,929.
d Amounts Included on Part I, line 17, but not on line a: I d1 I
1 Investment expenses not Included on Part I, line 6b
2 Other (specify): d2
Add lines d1 and d2 d 0.
e Total exoenses (Part I line 17). Add lines c and d ~ e 551,929.
I Part V-Al Current Officers. Directors. Trustees. and Key Employees (list each person who was an officer, director, trustee, or key employee at any time dunng the year even If they were not compensated.) (See the instructkms}

SEESTATEMENT-2-------------------

(B) Title and average hours (C) Compensation (D)contrtbubons to

(A) Name and address per week ~evoted to (II not paid, enter ~'i'.':,I~\~!\:~t

position -0-1' compensaton plans

(E) Expense account and other allowances

o.

° .

0.

623041 01-18-07

Form 990 (2006)

5

Form 990 (2006) AND CHARITY F D - 0 PaoeS
I Part V-Al Current Officers, Directors, Trustees, and Key Employees (continued) Yes No
75 a Enter the tot!!1 number of officers, directors, and trustees permitted to vote on organization business at board
meettngs . . .. ~ 12
b Are any officers, directors, trustees, or key employees listed in Form 990, Part V'A, or highest compensated employees
listed In Schedule A, Part I, or highest compensated professional and other Independent contractors listed in Schedule A,
Part II·A or II·B, related to each other through family or busmess relationships? If 'Yes,' attach a statement that identifies
the mdrviduals and explains the relanonshjpte) . . .. 75b X
e Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees
listed in Schedule A, Part I, or highest compensated professional and other Independent contractors listed in Schedule A,
Part II·A or II·B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the
organization? See the Instructions for the definition of 'related organization.' 75c X
If 'Yes,' attach a statement that includes the information descnbed In the Instructions.
d Does the orcanlzanon have a written conflict of Interest policy? 75d X
I Part V-Bl Former Officers, Directors, Trustees, and Key Employees That Received Compensation or Other
. . NEW YORK CITY CARPENTERS RELIEF UN

13 349 897

,
(e) Oompensatron (D) Conlnbubons 10 (EI Expense
(AI Name and address (8) Loans and Advances (If not paid, employee benefit account and
NONE enter -0-) plans & deferred other allowances
compensation plans
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
I Part VII Other Information (See the instructions} Yes No
78 Did the organization make a change in Its activrties or methods of conducting activrtres? If 'Yes,' attach a detailed
statement of each change 78 X
77 Were any changes made In the organizing or governing documents but not reported to the IRS? .... 77 X
If 'Yes,' attach a conformed copy of the changes.
78 a Did the organization have unrelated business gross income of $1 ,000 or more dunnq the year covered by thrs return? 78a X
b If 'Yes,' has It filed a tax return on Fonn 990- T for thiS year? .. " . N/A 78b
79 Was there a hquidatton, dissolution, termination, or substantial contraction dunng the year? If 'Yes,' attach a statement 79 X
80 a Is the organization related (other than by association with a statewide or nationwide organization) through common
membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization? aDa X
b If 'Yes,' enter the name of the organization~ SEE STATEMENT 3
and check whether it is 0 exempt Dr o nonexempt
81 a Enter direct or Indirect political expendrtures. (See line 81 metrucnens) .. I 81 a I O.
b Did the orcemzanon file Fonn 1120-POL for this vear7 alb X Benefits (If any former officer, director, trustee, or key employee received compensation or other benefits (descnbed below) dunng the year list that person below and enter the amount of compensation or other benefits In the appropnate column See the instructions)

Form 990 (2006)

623161101-18-07

6

NEW YORK CITY CARPENTERS RELIEF

Form 990 (2006) AND CHARITY FUND

1 3 - 3 4 9 0 897 Page 7

Yes No

!Part VII Other Information (continued)

82 a Old the org~lzatlon receive donated services or the use of matenals, equipment, or facilities at no charge or at substantially less than fair rental value?

.'

x

b If 'Yes,' you may Indicate the value of these Items here. Do not Include this amount as revenue In Part I or as an expense In Part II.

(See instructions In Part 111.) . . .

N/A

83 a Old the organization comply With the public Inspection requirements for returns and exemption applications? b Old the organization comply With the disclosure requirements relating to quid pro quo contnbutions?

84 a Old the organization solicit any contnbutions or gifts that were not tax deductible?

b If ·Yes.· did the organization include With every solicitation an express statement that such contnbutions or gifts were not

tax deductible? N I A

N/A . N/A

85 501(c)(4), (5). or (6) organizations. a Were substantially all dues nondeductible by members? ....

b Did the organization make only In·house lobbYing expenditures of $2.000 or less? .

If 'Yes' was answered to either 85a or 85b. do not complete 85c through 85h below unless the organization received a waiver for proxy tax owed for the pnor year.

e Dues, assessments, and Similar amounts from members d Section 162(e) lobbYing and political expenditures

85e

85d

e Aggregate nondeductible amount of section 6033(e)(1 )(A) dues notices 1--"'85~e'-t ---':.:,-'-~'--_-l

, Taxable amount of lobbYing and political expenditures (line 85d less 85e) L...::8.::.5''-'- ---::--:--'--r=- __ -;

9 Does the organization elect to pay the section 6033(e) tax on the amount on line 85f?

h If section 6033(e)(1)(A) dues notices were sent. does the organization agree to add the amount on line 85f to its reasonable estimate of dues allocable to nondeductible lobbYing and political expenditures for the followmq tax year?

86 501(c)(7) organIzations. Enter: a Initiation fees and capital ccntnbunons included on

line 12

b Gross receipts. Included on line 12. for publiC use of club factlmes

87 501 (c)(12) organIzatIons. Enter: a Gross Income from members or shareholders

b Gross Income from other sources. (Do not net amounts due or paid to other sources against amounts due or recerved from them.)

87b

86a

N/.A

82a

83a X

83b

84a X

84b

85a

85b

86b

87a

88 a At any time during the year. did the organization own a 50% or greater interest In a taxable corporation or partnership, or an entity disregarded as separate from the organization under Regulations sections 301.7701·2 and 301.7701·3?

If 'Yes,' complete Part IX

b At any time during the year. did the organization, directly or indirectly. own a controlled entity within the meaning of

section 512(b)(13)? If 'Yes,' complete Part XI . ... .. . . ..

89 a 501 (c)(3) organizations. Enter: Amount of tax Imposed on the organization dunng the year under:

section 4911 ~ 0 •. section 4912 ~ 0 •. section 4955 ~

--------~

b 501 (c)(3) and 501 (c)(4) organizations. Old the organization engage In any section 4958 excess benefit

transaction dunng the year or did It become aware of an excess benefit transaction from a pnor year? If 'Yes,' attach a statement explaining each transaction

e Enter: Amount of tax Imposed on the organization managers or disqualified persons dunng the year under

sections 4912, 4955. and 4958 ~ --=-__=_

d Enter: Amount of tax on line 89c, above. reimbursed by the organization ~ ---'::...:..

a All organizations. At any time dunng the tax year, was the organization a party to a prohibited tax shelter transaction? , All organizations. Did the organization acquire a direct or indirect Interest In any applicable Insurance contract?

g For supporting organizations and sponsonng organizations mamtamlng donor advised funds. Did the supporting organization, or a fund maintained by a sponsonng organization. have excess business holdings at any time dunng the year?

88a
~ 88b
O.
89b
O.
O.
.. 8ge
891 X

89a

X

X

X

X

X

90 a tist the states with which a copy of this return IS filed ~::.N:..:Y=-- ,-_-.- -=-

b Number of employees employed In the pay penod that includes March 12. 2006 I 90b I 0

91 a Th9booksarelncareof~ BOARD OF TRUSTEES Telephone no ~ (212) 366-7500

located at ~ 395 HUDSON STREET, NEW YORK, NY ZIP + 4 ~ 10014

b At any time dunng the calendar year, did the organization have an interest In or a signature or other authority over Yes No
a financial account In a foreign country (such as a bank account, securmes account. or other flnancial account)? 91b X
If 'Yes: enter the name 0' the foreign country ~ N/A
See the instructions for exceptions and filing requirements for Form TO F 90-22.1, Report of Foreign Bank
and Financial Accounts. 623162/01-18-07

7

Form 990 (2006)

NEW YORK CITY CARPENTERS RELIEF AND CHARITY FUND

c At any time dunng the calendar year, did the organization maintain an office outside of the United States?

If ·Yes." ent~rthe name of the foreign country ~ N / A

------~~~-------------------------------

92 Sect;on 4947(a)(1) nonexempt chantable trusts filing Form 990 In lieu of Form 1041- Check here

and enter the amount of tax-exempt interest received or accrued during the tax year ~ I 92 I N/A
! Part VlI I Analysis of Income-Producing Activities (See the instructions.)
Note: Enter gross amounts unless otherwise Unrelated business Income Excluded by section 512. 513. or 514 (E)
indicated. (A) (8) (e) (D) Related or exempt
BUSiness Amount Exclu- Amount
93 Program service revenue: coda slon function Income
code
a EMPLOYER CONTRIBUTIONS 516,432.
b
c
d
9
f Medicare/Medicaid payments
g Fees and contracts from govemment agencies
94 Membership dues and assessments
95 Intenest on savings and temporary cash Investments 14 1,964.
95 DIvidends and Interest from secuntres
97 Net rental Income or (loss) from real estate:
a debt-financed property
b not debt·financed property ..
98 Net rental Income or Qoss) from personal property
99 Other Investment Income
100 Gain or Ooss) from sales of assets
other than Inventory
101 Net Income or (loss) from special events
102 Gross profit or (loss) from sales of inventory
103 Other revenue:
a NYS FILING FEE REFUND 01 690.
b
c
d
e
104 Subtotal (add columns (B), (D), and (E») ° . 2,654. 516,432. 105 Total (add line 104, columns (B), (D), and (E» .

Note: Lme 105 plus Ime 1e Part I should equal the amount on line 12 Part I.

~ __ ......;:;.5-=.1.::;,.9.L.' ..;;..0..;;..8..;;..6..:...

, , ,
t Part Villi Relationship of Activities to the Accomplishment of Exempt Purposes (See the instructions.)
Line ND. Explain how each actiVity for which mcorne IS reported In column (E) of Part VII contributed Importantly to the accomplishment of the organlzallon's
y exempt purposes (other than by providing funds for such purposes)
93A ~O MAKE CHARITABLE CONTRIBUTIONS TO DULY RECOGNIZED CHARITIES AND TO
IPROVIDE EMERGENCY ASSISTANCE TO VICTIMS OF DISASTER & CATASTROPHE AND
~O HELP COMMUNITY PROJECTS FOR THE GOOD OF THE GENERAL PUBLIC.

rpart IX I Information Regarding Taxable Subsidiaries and Disregarded Entities (See the instructions.)
Name, address, a~~JEIN of corpor~~on, perce~!ge of I~J .IUJ . It)
Natu re of acnvmes Total Income End-Of;{sear
partnership; or disregarded entt ownership Interest asse s
%
N/A %
%
%
IPartX I Information Regarding Transfers Associated with Personal Benefit Contracts (See the instructions.) (a) Old the organization, dunng the year, racejve any funds, directly or indirectly, to pay prermurns on a personal benefit contract? (b) Old the organization, dunng the year, pay premiums, directly or indirectly, on a personal benefit contract?

Note: If "Yes" to (b), file Form 8870 and Form 4720 (see instructions).

DYes DYes

[XJ No [XJ No

Form 990 (2006)

623163 01-18-07

8

NEW YORK CITY CARPENTERS RELIEF

Forrn990 006 AND CHARITY FUND 13-3490897 Pa e9

Information Regarding Transfers To and From Controlled Entities. Complete only if the organIZatIon is a

controlling organIzatIon as defined In section 512(1:>)(13). N / A

Yes No
.
106 Did the reporting organization make any transfers to a controlled entrty as defined in section 512(b)(13) of the Code? If 'Yes,'
complete the schedule below for each controlled enntv,
(A) (B) (C) (01
Name, address, of each Em~IOyer Description of Amount of
controlled entity Identllcallon transfer transfer
Number
---------------------------------
a ---------------------------------
---------------------------------
b ---------------------------------
---------------------------------
e ---------------------------------
Totals
Yes No
107 Did the reporting organization receive any transfers from a controlled entity as defined in section S12(b)(13) of the Code? If 'Yes,'
comelete the schedule below for each controlled entrty.
IAI (BI (C) (D)
Name, address, of each Em~IOyer Description of Amount of
controlled entity Ident ficallon transfer transfer
Number
---------------------------------
a ---------------------------------
---------------------------------
b ---------------------------------
---------------------------------
e ---------------------------------
Totals
Yes No
108 Did the organization have a binding written contract In effect on August 17,2006, covering the Interest, rents, royalties, and
annumes descnbed In Question 107 above? /"
~.~ff,-j~!""~_m~'~--~~'.- _ ••. _.~._a'~", lt is trueccrrect
Please and complete D bO: re~ er than 0 ,-7 ~Ich preparer has any knowledge I cj t () )nY
Sign ~ S"/~;t:;eI C;;e:; Oate ( r
Here
~ Type or print name and title /) /'1
Preparer's ~ ~, -: /£ I Dat~ :11 Check If ~ D I Preparer's SSN or PTlN (See Gen InsllQ
Paid signature ~4- <0 '.J1 tl ~~PIOyed
Preparers FInn's name (or NOTh1CFRANCEL~~LC - 35(0 t- EIN ~
Use Only yours If
self-employed). ~450 SEVENTH UE, SUITE
address, and NEW YORK, NY 10123 ~(212) 279-4262
ZIP + 4 Phone no Form 990 (2006)

623164101-26-07

9

SCHEDULE A (Form 990 or 990-EZ)

Organization Exempt Under Section 501 (c)(3)

(Enept Privata Foundation) and Section 501(e), 501(1), 501(k),

501(n), or 4947(a)(1) Nonexempt Charitable Trust 2006

Supplementary Inforrnation-(See separate lnstructlcns.l

~ MUST be completed by the above organizations and attached to their Form 990 or 990·EZ

OMS No 1545-0047

Department o!,:he Treasury Internal Revenue Service

Name of the organization NEW AND

YORK CITY CARPENTERS REL I EF Employer Identification number

CHARITY FUND 13 3490897

Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (See page 2 of the instructions List each one If there are none enter ·None .j

(a) Name and address of each employee paid (b) Title and average hours (d) ContJ1bubons to (e) Expense
per week devoted to (c) Compensation ~lnl~\d:t:"n:l account and other
more than $50,000 position compensation allowances
NONE
----------------------------------
----------------------------------
----------------------------------
----------------------------------
----------------------------------
Total number of other employees paid
over $50,000 ~ 0
! Panll",AI Compensation of the Five Highest Paid Independent Contractors for Professional Services (See page 2 of the instructions List each one (whether Individuals or firms) If there are none enter ·None·j

(a) Name and address of each independent contractor paid more than $50,000 (b) Type of service (c) Compensation
NONE----------------------------------------
--------------------------------------------
--------------------------------------------
--------------------------------------------
--------------------------------------------
Total number of others reCeiVing over ~I
$50,000 for professional services 0
! PartIl",Bl Compensation of the Five Highest Paid Independent Contractors for Other Services (list each contractor who performed services other than professronal services, whether indIViduals or firms If there ane none, enter 'None· See page 2 of the Instructions)

[a) Name and add ness of each Independent contractor paid more than $50,000

(b) Type of service

(e) Compensation

--------------------------------------------

NONE

Total number of other contractors receiving over $50,000 for other services

~I

o

623101101-18-07 LHA For Paperwork Reduction Act Notice, see the Instructions lor Form 990 and Form 990·EZ_

10

Schedule A (Form 990 or 99HZ) 2006

NEW YORK CITY CARPENTERS RELIEF Schedule A (Form 990 or 990-EZ) 2006 AND CHARITY FUND

13-3490897 Page2

I Pm Uti Statements About Activities (See page 2 of the Instructions) .

Yes No

1 During !he year, has the organization attempted to Influence national, state, or local legislation, Including any attempt to Influence public opinion on a legislative matter or referendum? If "Yes; enter the total expenses paid or incurred in connection With the

lobbying actwmes ~ $ $ (Must equal amounts on line 38, Part VI-A, or

line i of Part VI-B.)

Organizations that made an election under section 501 (h) by filing Form 5768 must complete Part VI-A. Other organizations checking "Yes' must complete Part VI-B AND attach a statement giving a detailed dascnpnon of the lobbYing activities

DUring the year, has the organization, erther directly or indirectly, engaged In any of the follOWing acts With any substantial contnbutors, trustees, directors, officers, creators, key employees, or members of their families, or With any taxable orqamzauon With which any such person IS affiliated as an officer, director, trustee, majority owner, or pnnctpal beneficiary? (If the answer to any question IS "Yes," attach a detailed statement explaInmg the trensecttons.)

a sate, exchange, or leaSing of property?

b Landing of money or other extension of credit?

x

2

x

2a

x

2b

x

e Furnishing of goods, services, or facilities?

d Payment of compensation (or payment or reimbursement of expenses If more than $1,OOO)? e Transfer of any part of Its Income or assets?

3 a Did the organization make grants for scholarships, fellowships, student loans, etc? (If "Yes; attach an explanation of how the organization determines that recipients qualify to recerve payments)

b Dd the organization have a section 403(b) annuity plan for Its employees?

e Did the orqamzanon receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, histone land areas or historic structures? If "Yes; attach a detailed statement

d Did the organization prOVide credit counseling, debt management, credit repair, or debt negotiation services? ..

4 a Did the organization maintain any donor advised funds? If 'Yes; complete lines 4b through 4g. If 'No; complete lines 4f and 4g

2c

x

2d

x

28

x

3a

x

3b

x

3c

x

3d

x

4a
N/A 4b
N/A 4c
~
~
~
~ b Did the organization make any taxable distnbutions under section 4966?

e Did the organization make a distribution to a donor, donor advisor, or related person? d Enter the total number of donor advised funds owned at the end of the tax year

e Enter the aggregate value of assets held In all donor advised funds owned at the end of the tax year

1 Enter the total number of separate funds or accounts owned at the end 01 the year (excluding donor advissd funds Included on line 4d) where donors have the nght to provide advice on the distribution or Investment of amounts in such funds or accounts g Enter the aggregate value of assets in all funds or accounts Included on line 4f at the end of the tax year

o

N/A

o.

o.

Schedule A (Form 990 or 99D-EZ) 2006

623111 01-18-07

11

NEW YORK CITY CARPENTERS RELIEF

Schedule A (Form 990 or 990-EZ) 2006 AND CHARITY FUND

13-3490897 PageS

! Pert tV I Reason for Non-Private Foundation Status (See pages 4 through 7 of the lnstructmns )

I certify that the orga~lzation is not a private foundation because It is· (Please check only ONE applicable box) 5 0 A church, convention of churches, or association of churches. secnon 170(b)(1 )(A)(I).

6 0 A school. Section 170(b)(1 )(A)(li). (Also complete Part V.)

7 0 A hospital or a cooperative hospital service organization Section 170(b)(1 )(A)(ill)

8 0 A federal, state, or local government or governmental unit. Section 170(b)(I)(A)(v).

9 D A medical research organization operated in conjunction with a hospital. Section 170(b)(I)(A)(ill) Enter the hospital's name, cJty, and state ~

10 D An organization operated for the benefit of a college or university owned or operated by a governmental Unit Section 170(b)(1 )(A)(IV). (Also complete the Support Schedule in Part IV-A.)

11 a D An organization that normally receives a substantial part of ItS support from a governmental Unit or from the general publiC Section 170(b)(1 )(A)(vl) (Also complete the Support Schedule in Part IV-A)

11 b D A community trust. Section 170(b)(I)(A)(vl). (Also complete the Support Schedule In Part IV-A)

12 IX] An organization that normally receives (1) more than 331,13% of rts support from contributions, membership fees, ami gross receipts from actIVities related to Its chantable, etc, funcnons - subject to certain exceptions, and (2) no more than 331,13% of

lis support from gross Investment Income and unrelated business taxable Income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See secnon 509(a)(2). (Also complete the Support Schedule in Part IV-A)

13 D An orqanuanon that is not controlled by any disqualified persons (other than foundation managers) and otherwise meets the requirements of section 509(a)(3). Check the box that descnoes the type of supporting organization

D Type I D Type II 0 Type III-Functionally Integrated 0 Type III-Other

Provide the following Informallon aaeut tho supportod organizallons. (See page 7 of the Instructions)

(a) (b) (c) (d) (e)
Name(s) Df supported organizallon(s) Employer Type of organlzallon Is the supported AmDunt of
IdenllllcallDn (described In lines organlzallDn listed In SUPPDrt
number (EIN) 5 through 12 abovo tho suppDrting
or IRC secllon) organlzallon's
gDvernlng documents?
Yos No






Total ~ 14 D An organization organized and operated to test for pubhc safety Section 509(a)(4). (See page 7 of the instructions )

Schedule A (Form 990 or 99D-EZ) 2006

623121 01-18-07

12

NEW YORK CITY CARPENTERS RELIEF

Schedule A (Form 990 or9g0-EZ) 2006 AND CHARITY FUND 13-3490897 Page 4

I Part: IV*A j Support Schedule (Complete only if you checked a box on line 10, 11, or 12.) Use cash method of accounting.

Note: You may use the worksheet in the instructions for convertln~ from the accrual to the cash method of accounting.
Calendar year (or fl~cal year ~
beginning In) .. (a) 2005 (b) 2004 (c) 2003 (d) 2002 (e) Total
15 Grfts:'grants, and contnbuncns
received (Do not 'rflude unusual 513,210. 457,80l. 442,656. 473,316. 1,886,983.
grants. See line 28
16 Membership fees received
17 Gross receipts from admissions,
merchandise sold or services
performed, or furrushmq of
facilities In any actiVity that IS
related to the organization's
charitable, etc, purpose
18 Gross Income from interest,
diVidends, amounts received from
payments on securities loans (sec-
non 512(a)(5)), rents, royalnes, and
unrelated busmess taxable income
(less section 511 taxes) from
businesses acquired by the 2,579. 395. 627. 2,858. 6,4'59.
orqannatron after June 30, 1975
19 Net Income from unrelated busmess
acnemes not Included in line 18
20 Tax revenues levied for the
organization's benefit and either
paid to II or expended on Its behalf
21 The value of services or faCIlities
furnished to the organization by a
governmenlal Unit without charge.
00 not mclude the value of services
or faCilities generally furnished to
the publiC Without charge
22 Other Income. Attach a schedule
Do not Include gain or (loss) from
sale of capital assets
23 Total of lines 15 through 22 515,789. 458,196. 443,283. 476,174. 1,893,442.
24 Line 23 rrnnus line 17 515,789. 458,196. 443,283. 476,174. 1,893,442.
25 Enter 1 % of line 23 5,158. 4,582. 4,433. 4,762.
26 Organizations described on lines 10 or 11: a Enter 2% of amount 10 column (e), line 24 ~ 26a N/A
b Prepare a list for your records to show the name of and amount contnbuted by each person (other than a governmental
unit or publicly supported orqannanon) whose total gifts for 2002 through 2005 exceeded the amount shown 10 Ime 26a.
Do not lIIe this list with your relurn. Enter the total of all these excess amounts ~ 26b N/A
c Total support for secnon 509(a)(1) test Enter Ime 24, column (e) .. ~ 26c N/A
d Add Amounts from column (e) for lines 18 19
22 26b ~ 26d N/A
e Public support (line 26c minus line 26d total) .. ~ 26e N/A
I Public support percentage (line 26e (numerator) divided by line 26c (denominator)) ~ 261 N/A % 27 Organizations described on line 12: a For amounts Included In Imes 15, 16, and 17 that were received from a 'disqualified person,' prepare a Iisl for your records to show the name of, and total amounts received in each year from, each 'disqualified person.' Do not file this lisl with your relurn. Enter the sum of

such amounts for each year (2005) .

O. (2004)

o. (2003)

o. (2002) .

O.

b For any amount included In line 171hat was received from each person (other than 'disqualified persons'), prepare a list for your records to show the name of, and amount received lor each year, thaI was more than the larger of (1) the amounl on Ime 25 for the year or (2) $5,000. (Include In Ihe list organizations descnbed In lines 5 through 11 b, as well as mdividuals.) Do not file this list with your return. After computmg the difference between the amount received and

the larger amount descnbed in (1) or (2), enter the sum of these differences (the excess amounls) for each year:

(2005) O. (2004) .. O. (2003) O. (2002)

c Add. Amounts from column (e) for lines. 15 1 , 886 , 983 • 16

O.

17 20 21 ~ 27c 1,886,983.
d Add. Lme 27a total O. and line 27b total O. ~ 27d O.
e PubliC support (Ime 27c total minus line 27d total) ~ I 2711 . ~ 27e 1,886,983.
I Total support for secuon 509(a)(2) test Enter amount on line 23, column (e) 1,893,442.
g Public support percentage (line 27e (numerator) divided by line 27f (denominator)) ~ 27g 99.6589%
h Investment income p_ercentage (line 18 column (e) (numerator) divided by line 27f (denominator)) ~ 27h .34110/. 28 Unusual Grants: For an organization described In line 10, 11, or 12 that received any unusual grants dunng 2002 through 2005, prepare a list for your records to show, for each year, the name ofthe contnbutor, the date and amount of the grant, and a brief descnpnon 01 the nature of the grant Do not file this list with your return. Do not Include these grants 10 Ime 15

62313101-1e·07 NONE ScheduloA (Fonn 990 org90-EZ) 2006

13

NEW YORK CITY CARPENTERS RELIEF Schedule A (Form 990 or 990-EZ) 2006 AND CHARITY FUND

1 3 - 3 4 9 0 89 7 Page 5

I Part V l Private School Questionnaire (See page 9 of the Instructions)

(To be completed ONLY by schools that checked the box on line 6 in Part IV)

N/A

29 Does'the organization have a racially nondiscriminatory policy toward students by statement in Its charter, bylaws, other governing Yes No
Instrument, or In a resolution of Its goveming body? ... . . 29
30 Does the orqannanon Include a statement of Its racially nondiscriminatory policy toward students In all lis brochures, catalogues,
and other wntten communications wllh the public dealing with student adrmssions, programs, and scholarships? 30
31 Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during the penod of
sojcrtanon for students, or dunnq the registration penod If It has no solicitation program, in a way that makes the policy known
to all parts of the general community It serves? 31
I! "Yes,' please descnbe; If 'No,' please explain (I! you need more space, attach a separate statement.)



32 Does the orqanaatton maintain the following
a Records indicating the racral composillon of the student body, faculty, and administrative staff? 328
b Records documenting that scholarships and other financial assistance are awarded on a raCially nonoiscnmmatory basis? 32b
c Copies of all catalogues, brochures, announcements, and other wntten communications to the public dealing With student
adrmssions, programs, and scholarships? .. 32c
d Copies of all matenal used by the organization or on ItS behalf to solicit contnbunons? 32d
I! you answered 'No' to any of the above, please explain (If you need more space, attach a separate statement.)

33 Does the orqanuanon discriminate by race In any way With respect to:
8 Students' nghts or pnvlleges? 33a
b Admissions pohcies? ... 33b
c Employment of faculty or adrnmlstratrve staff? . . .. . . 33c
d Scholarships or other financial assistance? 33d
e Educallonal policies? ... 33e
f Use of faCilities? 33f
9 AthletiC programs? 33a
h Other extracurricular actiVities? 33h
I! you answered 'Yes' to any of the above, please explain (I! you need more space, attach a separate statement)


34 a Does the orqanuanon receive any financial aid or assistance from a governmental agency? 34a
b Has the orqannauon's right to such aid ever been revoked or suspended? 34b
I! you answered 'Yes' to either 34a or b, please explain uSing an attached statement.
35 Does the oraanuenon certify that It has compiled With the applicable requirements of sections 4 01 through 4 05 of Rev. Proc 75-50,
1975-2 C.8 587, covenng racial nonmscnrnlnation? I! 'No,' attach an explanation 35 Schedule A (Form 990 or 990-El) 2006

623141 01-18-07

14

NEW YORK CITY CARPENTERS RELIEF Schedule A (Form 990 or 990-EZ) 2006 AND CHARI TY FUND

Part VI-A Lobbying Expenditures by Electing Public Charities (See page 10 of the instructions) (To be completed ONLY by an eligible orqamzaflon that filed Form 5768)

13-3490897 Pa e6

N/A

Check a if the orqanuanon belonqs to an affiliated crouc Check b if YOU checked "a" and 'limited contror provisions aonlv
.' (a) (b)
Limits on Lobbying Expenditures Affiliated group To be completed for all
(The term 'expenditures' means amounts paid or neurred.) totals electing orqanuanons
N/A
36 Total lObbYing expenditures to Influence publiC opinion (grassroots lobbYing) .. 36
37 Total lobbying expenditures to Influence a legiSlatIVe body (direct lobbYing) 37
38 Total lobbying expenditures (add lines 36 and 37) . 38
39 Other exempt purpose expenditures 39
40 Total exempt purpose expendrtures (add lines 38 and 39) 40
41 Lobbying nontaxable amount Enter the amount from the following table-
lithe amount on line 40 Is- The lobbying nontaxable amount Is -
Not over 5500,000 20% of the amount on line 40 }
Over $500,000 but not over $1.000,000 $100,000 plus 15% of the excess over $500,000
Over $1,000,000 but not over $1 ,500,000 $175,000 plus 10% of the excess over $1 ,000,000 41
Over $1 ,500.000 but not over $17,000,000 $225.000 plus 5% of the excess over $1 ,500,000
Over $17,000,000 $1,000,000
42 Grassroots nontaxable amount (enter 25% of line 41) 42
43 Subtract line 42 from line 36. Enter -D- If line 42 IS more than line 36 43
44 Subtract line 41 from line 38 Enter-D-If line 41 IS more than line 38 44
Caution: If there IS an emount on either line 43 or line 44, you must file Form 4720. 4-Year Averaging Period Under Section 501 (h)

(Some orqamzations that made a section 501 (h) election do not have to complete all of the fIVe columns below See the instructions for lines 45 through 50 on page 13 of the instructions.)

Lobbying Expenditures During 4-Year Averaging Period N/A
Calendar year (or (a) (b) (e) (d) (e)
fiscal year beginning In) ~ 2006 2005 2004 2003 Total
45 Lobbying nontaxable
amount .. o.
46 LobbYing ceiling amount
(150% of line 45(e)) o.
47 Total lobbYing
expenditures o.
48 Grassroots nontaxable
amount o.
49 Grassroots ceiling amount
1150% 01 line 48(e\\. o.
50 Grassroots lobbYing
exoend IIU res o.
I Part VI-BI Lobbying Activity by Nonelecting Public Charities (For reporting only by orqanuations that did not complete Part VI-A) (See page 13 of the mstructions )

N/A

Dunng the year, did the orqarnzation attempt to Influence national, state or localleglslallon, including any attempt to Yes No Amount
Influence public opinion on a legislative matter or referendum, through the use of.
a Volunteers
b Paid staff or management (Include compensation In expenses reported on lines e through h.)
e Media advertisements .. . .
d Mailings to members, legislators, or the publiC
e Publications, or published or broadcast statements
1 Grants to other organizations for lobbying purposes ..
g Direct contact With legislators. their staffs, govemment officials, or a legislatIVe body ....
h Rallies. demonstrations. seminars, conventions, speeches, lectures, or any other means .. .. . ...
I Total lObbYing expenditures (Add lines e through h.) .... o. "'Yes'to any 01 the above, also attach a statement gIVIng a detailed descnpnon of the lobbYing actIVities.

623151 01-18·07

Schedule A (Form 990 or 990-El) 2006

15

NEW YORK CITY CARPENTERS RELIEF

Schedule A (Fonn 990 or 990-EZ) 2006 AND CHAR I TY FUND 13 - 3 4 9 0 89 7 Page 7

I Part VII I Information Regarding Transfers To and Transactions and Relationships With Noncharitable

Exempt Organizations (See page 13 of the Instructions )

51 Did the reporting organization directly or Indirectly engage In any of the following with any other organization described in section

501 (e) of the Code (other than section 501 (c)(3) organizations) or In section 527, relating to polrtical orqanuatmns? a Transfers from the reporting organization to a nonchantable exempt organization of

(I) Cash

(II) Other assets

b Other transactions

(I) Sales or exchanges of assets with a nonchantable exempt organization (II) Purchases of assets from a nonchantable exempt organization

(III) Rental of facilities, equipment, or other assets

(Iv) Reimbursement arrangements .

(v) Loans or loan guarantees

(vi) Performance of services or membership or fund raising sohcitatlons

c Shanng of tacumes, equipment, mailing lists, other assets, or paid employees

d If the answer to any of the above IS "Yes,' complete the following schedule Column (b) should always show the fair market value of the goods, other assets, or services given by the reporting organization. If the orqanization received less than fair market value In any

transaction or shanng arrangement show In column (d) the value of the gOOds other assets or services recejved N / A

Yes No
51a(l) X
a(lI) X
b(l) X
b(lI) X
b(lII) X
b(lv) X
b(v) X
b(vl) X
e X (a) (b) (e) (d)
line no Amou nt involved Name of noncharitable exempt organization uescnpnon of transfers, transactions, and shanng arrangements 52 a Is the orqanuauon directly or Indirectly affiliated With, or related to, one or more tax-exempt organizations descnbed In section 501 (c) of the

Code (other than section 501 (c)(3» or In secnon 527? ~ 00 Yes D No

b If "Yes' complete the fOllOWing scnedule

(a) (b) (e)
Name of organization Type of organization Descnpllon of relationship
D.C OF NY UNITED BROTHERHOOD OF SEE STATEMENT 4
CARPENTERS AND JOINERS OF
AMERICA, AFL-CIO ILABOR UNION
NEW YORK CITY DISTRICT COUNTIL OF
CARPENTERS PENSION FUND ISENEFIT FUND
NEW YORK CITY DISTRICT COUNCIL OF
CARPENTERS ANNUITY FUND ISENEFIT FUND
NEW YORK CITY DISTRICT COUNCIL OF
CARPENTERS WELFARE FUND ISENEFIT FUND
NEW YORK CITY DISTRICT COUNCIL OF
CARPENTERS VACATION FUND IBENEFIT FUND
RETIREMENT & PENSION FUND FOR
OFFICERS & EMPLOYEES OF NYCDCC
FUNDS BENEFIT FUND 623152 01-1e-07

Schedule A (Form 990 or 990-EZ) 2006

16

N~W 10RK CITY CARPENTERS RELIEF AND CHAR

13-3490897

FORM 990

CASH GRANTS AND ALLOCATIONS TO OTHERS

STATEMENT

1

"

CLASS OF ACTIVITY/DONEE'S NAME AND ADDRESS

AMOUNT

DONATION

ADAPTIVE SPORTS FOUNDATION

PO BOX 266, 100 SILVERMAN WAY WINDHAM, NY 12496

5,000.

DONATION

THE EMERALD ISLE IMMIGATION CENTER 59-26 WOODSIDE AVENUE

WOODSIDE, NY 11377

25,000.

DONATION

ALZHEIMER'S ASSOCIATION 785 MAMARONECK

WHITE PLAINS, NY 10605

5,000.

DONATION

AMERICAN CANCER SOCIETY 132 W 32ND ST

NEW YORK, NY 10001

4,500.

DONATION

ANDERSONS FOUNDATION 480 PARK AVENUE

NEW YORK, NY 10022

5,000.

DONATION AUTISM SPEAKS

2 PARK AVENUE, 11TH FLOOR NEW YORK, NY 10016

7,500.

DONATION

FRIEND'S OF SAINT DOMINICS 500 WESTERN HIGHWAY BLAUVELT, NY 10913

70,000.

DONATION

NATIONAL MULTIPLE SCHLEROSIS SOCIETY 243 NEWTON-SPARTA ROAD

NEWTON, NJ 07860

2,500.

DONATION

ON YOUR MARK

654 FOREST AVENUE, STE 2A STATEN ISLAND, NY 10310

32,000.

17

STATEMENT(S) 1

----.------------

. NEW'· YORK CITY CARPENTERS RELIEF AND CHAR

DONATION

CHARLIE'S C~PIONS 110 LINDEN LME GLEN HEAD, NY 11545

FOUNDATION

DONATION

COLUMBIA UNIVERSITY ALS GIFT FUND 710 WEST 168TH STREET BOX 107

NEW YORK, NY 10032

DONATION

MAKE-A-WISH FOUNDATION OF METRO-NY 33 KENT ROAD

ISLAND PARK, NY 11558

DONATION

MEMORIAL SLOAN KETTERING CANCER CTR 1275 YORK AVE.

NEW YORK, NY 10021

DONATION

BOY SCOUTS OF AMERICA-GREATER NY COUNCIL 350 FIFTH AVE, 5TH FLR PLEDGE

NEW YORK, NY 10018

DONATION

POLICE ATHLETIC LEAGUE 34 1/2 EAST 12TH STREET NEW YORK, NY 10003

DONATION

PENINSULA HOSPITAL CENTER 51-15 BEACH CHANNEL DRIVE FAR ROCKAWAY, NY 11691

DONATION

SAINT ANTHONY'S SCHOOL OF PADUA 45 E. GAINSBORG AVE.

WEST HARRISON, NY 10604

DONATION

COMMUNITY LIVING CORPORATION 105 SOUTH BEDFORD ROAD

MOUNT KISCO, NY 10549-35020

DONATION

NYCDCC CHARITY FUND 395 HUDSON ST.

NEW YORK, NY 10014

13-3490897

20,000.

5,000.

18,000.

25,000.

15,000.

10,000.

25,000.

10,000.

10,000.

10,000.

18

STATEMENT(S) 1

N£W YORK CITY CARPENTERS RELIEF AND CHAR

13-3490897

DONATION

EPILEPSY FO~DATION OF NENY 8301 PROFESSIONAL PLACE LANDOVER'~ ND 20785

5,000.

DONATION

GAELIC ATHLETIC ASSOCIATION 4000 CORLEAR AVE

BRONX, NY, 10463

20,000.

DONATION

GARDEN STATE ARTS FOUNDATION 581 MAIN STREET

WOODBRIDGE, NEW JERSEY 07095-5013

DONATION

COALITION AGAINST CHILD ABUSE 229 SEVENTH STREET, SUITE 00 GARDEN CITY, NY 11530

DONATION

LISSENCEPHALY NETWORK, INC 1026 CARLL DRIVE

BAY SHORE, NY 11706

10,000.

30,000.

5,000.

DONATION

CYSTIC FIBROSIS FOUNDATION 5 BOULEVARD EAST CLIFFWOOD BEACH, NJ 07735

5,000.

DONATION

LITTLE SISTERS OF THE POOR 2999 SCHURZ AVENUE

BRONX, NY, 10465

5,000.

DONATION

GROUND ZERO INDEPENDENCE RIDE - 9/11 CONTRIBUTION P.O. BOX 134

WHITEHOUSE, NJ 08889

DONATION

NATIONAL CENTER FOR MISSING & EXPLOITED CHILDREN 699 PRINCE STREET

ALEXANDRIA, VIRGINIA 22314-3175

10,000.

10,000.

DONATION

OUTREACH PROJECT

117-11 MYRTLE AVENUE RICHMOND HILL , NY 11418

75,000.

19

STATEMENT(S) 1

---------

·NEW·YORK CITY CARPENTERS RELIEF AND CHAR

13-3490B97

DONATION

SPORTSMEN FO~ CHARITY INC 10BB CENTRAL AVENUE

, SCARSDAL~, NEW YORK 105B3

3,000.

DONATION

ST. BALDRICK'S FOUNDATION

1443 E. WASHINGTON BOULEVARD, #650 PASADENA, CA 91104-2650

DONATION

N.Y. COPS FOUNDATION INC. 33 EAST MERRICK ROAD, ST 6 VALLEY STREAM, NY 115BO

DONATION

TELECARE

1200 GLENN CURTISS BOULEVARD UNIONDALE, NEW YORK 11553

5,000.

10,000.

1,500.

DONATION

PARKINSON'S UNITY WALK I 122 MCKINLEY STREET

. MASSAPEQUA, NY 11762

10,000.

DONATION

REVLON RUN/WALK FOR BREAST CANCER 179 FANKIS STREET, 4R

NEW YORK, NEW YORK 10013

DONATION

THE LEARY FIREFIGHTERS FOUNDATION 594 BROADWAY, SUITE 409

NEW YORK, NY 10012

5,000.

10,000.

DONATION

ST. FRANCIS PREPATORY SCHOOL 6100 FRANCIS LEWIS BLVD FRESH MEADOWS, NY 11365-2B40

5,000.

DONATION

THE KELLNER FAMILY PRACTICE 234 GRAND BOULEVARD SCARSDALE, NEW YORK 10583

5,000.

DONATION

XAVERIAN HIGH SCHOOL 7100 SHORE ROAD BROOKLYN, NY 11209

15,000.

TOTAL INCLUDED ON FORM 990, PART II, LINE 22B

549,000.

20

STATEMENT(S) 1

NEW YORK CITY CARPENTERS RELIEF AND CHAR

FORM 990

13-3490897

.'

PART V-A - LIST OF CURRENT OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES

STATEMENT

2

NAME AND ADDRESS

MICHAEL J. FORDE 395 HUDSON STREET NEW YORK, NY 10014

PETER THOMASSEN 395 HUDSON STREET NEW YORK, NY 10014

JOE OLIVIERI

125 JERICHO TURNPIKE, SUITE 301 JERICHO, NY 11753

PAUL J. O'BRIEN

451 PARK AVENUE SOUTH NEW YORK, NY 10016

DENIS SHEIL

395 HUDSON STREET NEW YORK, NY 10014

LAWRENCE D'ERRICO 157 EAST 25TH STREET NEW YORK, NY 10010

JOHN GREANEY

505 8TH AVENUE NEW YORK, NY 10018

CHARLES HARKIN

395 HUDSON STREET NEW YORK, NY 10014

ALFRED G. GEROSA

49 WEST 45TH STREET, SUITE 900 NEW YORK, NY 10036

GEORGE GRECO P.O. BOX 163

OLD BRIDGE, NJ 08857

DAVID MEBERG

425 WEST 25TH STREET NEW YORK, NY 10010

TITLE AND AVRG HRS/WK

COMPENSATION

UNION TRUSTEE 2.00

UNION TRUSTEE 2.00

EMPLOYER TRUSTEE 2.00

EMPLOYER TRUSTEE 2.00

UNION TRUSTEE 2.00

UNION TRUSTEE 2.00

UNION TRUSTEE 2.00

UNION TRUSTEE 2.00

EMPLOYER TRUSTEE 2.00

EMPLOYER TRUSTEE 2.00

EMPLOYER TRUSTEE 2.00

21

EMPLOYEE

BEN PLAN EXPENSE CONTRIB ACCOUNT

o.

o.

o.

o .

o.

o.

o.

o.

o.

o.

o.

o.

o.

o.

o.

o.

o.

o.

o.

o.

o.

o.

o.

o.

o.

o.

o.

o.

o.

o.

o.

o.

o.

STATEMENT(S> 2

I. . ..

: NEW YORK CITY CARPENTERS RELIEF AND CHAR

KEVIN O'CALLAGHAN

216 SOUTH T~RRACE AVENUE MOUNT V~RNON, NY 10550

RICHARD B. HARDING, JR. 755 2ND AVENUE

NEW YORK, NY 10017

EMPLOYER TRUSTEE 2.00

EMPLOYER TRUSTEE (PAST)

2.00 O.

TOTALS INCLUDED ON FORM 990, PART V-A

22

o.

o.

13-3490897

o.

o.

o.

o.

o.

o.

STATEMENT(S) 2

~EW YO~K CITY CARPENTERS RELIEF AND CHAR

13-3490B97

FORM 990

IDENTIFICATION OF RELATED ORGANIZATIONS PART VI, LINE BOB

3

STATEMENT

NAME OF ORGANIZATION

D.C. OF NY UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA, AFL-CIO

NEW YORK CITY DISTRICT COUNCIL OF CARPENTERS WELFARE FUND

NEW YORK CITY DISTRICT COUNCIL OF CARPENTERS PENSION FUND

NEW YORK CITY DISTRICT COUNCIL OF CARPENTERS ANNUITY FUND

NEW YORK CITY DISTRICT COUNCIL OF CARPENTERS VACATION FUND

NYC DC OF CARPENTERS APPRENTICE,JOURNEYMEN,RETRAINING,EDUCATION & IND FUND

RTRMT & PENS FUND FOR OFFCRS AND EMPL OF THE NYC DC CARPENTERS AND RLTD ORGS

23

EXEMPT

X

X

X

X

X

X

X

NONEXEMPT

STATEMENT(S) 3

-~-----

· NEW', Y()RK CITY CARPENTERS RELIEF AND CHAR

13-3490897

SCHEDULE A

AFFILIATION WITH TAX-EXEMPT ORGANIZATIONS PART VII, LINE 52, COLUMN (C)

STATEMENT

4

NAME OF AFFILIATED OR RELATED ORGANIZATION

D.C OF NY UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA, AFL-CIO

DESCRIPTION OF RELATIONSHIP WITH AFFILIATED OR RELATED ORGANIZATION

AFFILIATED ORGANIZATION.

NAME OF AFFILIATED OR RELATED ORGANIZATION

NEW YORK CITY DISTRICT COUNTIL OF CARPENTERS PENSION FUND

DESCRIPTION OF RELATIONSHIP WITH AFFILIATED OR RELATED ORGANIZATION

AFFILIATED ORGANIZATION.

NAME OF AFFILIATED OR RELATED ORGANIZATION

NEW YORK CITY DISTRICT COUNCIL OF CARPENTERS ANNUITY FUND

DESCRIPTION OF RELATIONSHIP WITH AFFILIATED OR RELATED ORGANIZATION

AFFILIATED ORGANIZATION.

24

STATEMENT(S) 4

.Nt:W··Y~K CITY CARPENTERS RELIEF AND CHAR

13-3490897

NAME OF AFFILIATED OR RELATED ORGANIZATION

NEW YORi~ CITY DISTRICT COUNCIL OF CARPENTERS WELFARE FUND

DESCRIPTION OF RELATIONSHIP WITH AFFILIATED OR RELATED ORGANIZATION AFFILIATED ORGANIZATION.

NAME OF AFFILIATED OR RELATED ORGANIZATION

NEW YORK CITY DISTRICT COUNCIL OF CARPENTERS VACATION FUND

DESCRIPTION OF RELATIONSHIP WITH AFFILIATED OR RELATED ORGANIZATION AFFILIATED ORGANIZATION.

NAME OF AFFILIATED OR RELATED ORGANIZATION

RETIREMENT & PENSION FUND FOR OFFICERS & EMPLOYEES OF NYCDCC FUNDS

DESCRIPTION OF RELATIONSHIP WITH AFFILIATED OR RELATED ORGANIZATION AFFILIATED ORGANIZATION.

25

STATEMENT(S) 4