SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
UA LOCAL 38 HEALTH & WELFARE TRUST FD OF
SF MARIN SONOMA LAKE & MENDO COUNTIES
Employer identification number

94-1285319
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)UA LOCAL 38 VACATION TRUST FUND
1625 MARKET ST

SAN FRANCISCO,CA94103
23-7057766 		PROVIDE BENEFITS TO THE PLAN'S PARTICIPANTS. CA 501 (C)(9) N/A N/A
 
No
(2)UA LOCAL 38 SUPPLEMENTAL UNEMPLOYMENT BENEFIT TRUST FUND
1625 MARKET ST

SAN FRANCISCO,CA94103
94-6398563 		PROVIDE BENEFITS TO THE PLAN'S PARTICIPANTS. CA 501 (C)(9) N/A N/A
 
No
(3)UA LOCAL 38 JURY DUTY
1625 MARKET ST

SAN FRANCISCO,CA94103
94-6398561 		PROVIDE BENEFITS TO THE PLAN'S PARTICIPANTS. CA 501 (C)(9) N/A N/A
 
No
(4)UA LOCAL 38 DEFINED BENEFIT PENSION
1625 MARKET ST

SAN FRANCISCO,CA94103
94-1285319 		PROVIDE BENEFITS TO THE PLAN'S PARTICIPANTS. CA 501 (A) N/A N/A
 
No
(5)UA LOCAL 38 APPRENTICE TRAINING TRUST
1625 MARKET ST

SAN FRANCISCO,CA94103
23-7010420 		PROVIDE TRAINING BENEFITS TO THE PLAN'S PARTICIPANTS. CA 501 (C)(3) 2 N/A
 
No
(6)UA LOCAL 38 SCHOLARSHIP TRUST FUND
1625 MARKET ST

SAN FRANCISCO,CA94103
94-6398562 		PROVIDE SCHOLARSHIP BENEFITS TO THE PLAN'S PARTICIPANTS. CA 501 (C)(3) 9 N/A
 
No
(7)UNITED ASSOCIATION OF JOURNEYMAN & 38 PPF
1625 MARKET ST

SAN FRANCISCO,CA94103
94-1073900 		LABOR UNION (SPONSOR OF VEBA) CA 501 (C)(5) N/A N/A
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2014
Page 2
Schedule R (Form 990) 2014
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2014
Page 3
Schedule R (Form 990) 2014
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2014
Page 4
Schedule R (Form 990) 2014
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2014
Page 5
Schedule R (Form 990) 2014
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
FORM 990, SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTI-EMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JUNE 30, 2015, THERE ARE APPROXIMATELY 109 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS INCLUDING NAMES, ADDRESSES, AND OTHER CONTACT INFORMATION. HOWEVER, CERTAIN INFORMATION THAT IS REQUIRED TO BE REPORTED ON SCHEDULE R SUCH AS EMPLOYER IDENTIFICATION NUMBERS AND LEGAL STRUCTURE (CORPORATION, PARTNERSHIP, ETC.) FOR EACH CONTRIBUTING EMPLYOER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE CONTRIBUTING EMPLOYERS HAVE NOT BEEN INCLUDED IN SCHEDULE R. A VALENTE & SONS ABCO MECHANICAL CONTRACTORS ABM BUILDING SOLUTIONS ABOUT PLUMBING ACCEL AIR SYSTEMS INC. ACCO ENGINEERED SYSTEMS AIR SYSTEMS INC. AIRCO MECHANICAL INC. AL NORMAN MECHANICAL, INC. ALLIED HEATING & AIR AMORES PLUMBING COMPANY, INC. ANDERSON, ROWE & BUCKLEY APPLIED PROCESS COOLING CORP. AYOOB & PEERY PLUMBING CO. AYOOB MECHANICAL INC. BACON PLUMBING COMPANY BAY CITY MECHANICAL INC. BAYLINE MECHANICAL, INC. BELL PRODUCTS, INC. BELLLANTI PLUMBING INC. BROADWAY MECHANICAL CONTRATORS INC. BROADWAY-NORMAN MECHANICAL C R REICHEL ENGINEERING CO INC. CAL PACIFIC PLUMBING SYSTEMS CALIFORNIA UNITED MECHANICAL INC. CAREFREE TOLAND POOLS CARRIER CORPORATION CASTRO PLUMBING SERVICE, INC. CHAMPION INDUSTRIAL CONTRACTORS, INC. CHM MECHANICAL, INC. CITY MECHANICAL INC. CNS MECHANICAL INC COBABE BROTHERS PLUMBING COMFORT DYNAMICS INCC COMMERCIAL REFRIGERATION SPECIALIST CONTROL AIR NORTH INC. CRITCHFIELD MECHANICAL INC. DANIEL LARRATT PLUMBING INC. DEHARO MECHANICAL, INC. DESERT MECHANICAL INC. DINELLI PLUMBING, INC. DOWDLE ANDREW & SONS DPW INC. E MITCHELL INC. EGAN PLUMBING EMCOR SERVICE-MESA ENERGY SERVICES EMS PLUMBING ERNST MECHANICAL CO. ESTES COMMERCIAL REFRIGERATION F. W. SPENCER & SONS, INC. GRID ONE SOLUTIONS HAWK MECHANICAL INC. HOUSING AUTHORITY OF SF (721) HOUSING AUTHORITY OF SF (FORCE ACCOUNT) INDOOR ENVIRONMENTAL SERVICES J W MCCLENAHAN J.W. MCCLENAHAN CO JOHNSON CONTROLS/CAL-AIRCONDITIONING KDS PLUMBING INC. KEP PLUMBING, INC. KEY REFRIGERATION CO. KIEWIT INFRASTRUCTURE WEST CO. KINECTICS MECHANICAL SERVICES INC. KMC PLUMBING COMPANY L J KRUSE COMPANY LARRATT BROS. PLUMBING LAWSON MECHANICAL CONTRACTORS LESCURE CO INC LIQUIDYN, INC. MARELICH MECHANICAL CO. MARINA MECHANICAL MASTERSON PLUMBING MATRIX HG, INC. MCPHAILS FUEL CO MONTEREY MECHANICAL CO. MURRAY PLUMBING & HEATING CORPORATION N V HEATHORN CO. O'BRIEN MECHANICAL INC II PACIFIC COAST TRANE PAN-PACIFIC PLUMBING COMPANY PERFORMANCE MECHANICAL (PMI) PETERSON MECHANICAL INC. PIERCE PLUMBING PMI CORPORATION PRIBUSS ENGINEERING INC. R & V REFRIGERATION, INC. R.G. PLUMBING RIGNEY PLUMBING RMI MECHANICAL INC. ROCKAWAY CONSTRUCTION ROUNDTREE PLUMBING & HEATING INC. S & R MECHANICAL SAN QUENTIN PRISON - NON TAXABLES SAN QUENTIN PRISON - TAXABLES SCHRAM CONSTRUCTION INC. SHOOTER & BUTTS INC. SOUTHLAND INDUSTRIES SUMMERS PLUMBING & HEATING SUNBELT CONTROLS INC. TECHNOLOGY, ENGINEERING & CONSTRUCTION TEMPER INSULATION CO., INC. THERMA INC. UNIACKE CONSTRUCTION INC. VPM MAINTENANCE MANAGEMENT LLC W L HICKEY SONS INC. WATERWORKS INDUSTRIES INC. WESTATES MECHANICAL CORP INC WESTERN ALLIED MECHANICAL INC. WHITE WATER PLUMBING INC.
Schedule R (Form 990) 2014

Additional Data


Software ID:  
Software Version: