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ObjectId: 202131969349302408 - Submission: 2021-07-15
TIN: 81-0650114
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
19
Open to Public Inspection
Name of the organization
BASIC CRAFTS WORKERS' COMPENSATION
BENEFITS TRUST FUND
Employer identification number
81-0650114
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)
CARPENTER FUNDS ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA INC
265 HEGENBERGER ROAD SUITE 100
OAKLAND
,
CA
94621
94-1557079
TO PROVIDE ADMINISTRATIVE SERVICES FOR VARIOUS RELATED CARPENTER TRUST FUNDS
CA
501(C)(9)
N/A
No
(2)
CARPENTERS HEALTH AND WELFARE TRUST FUND FOR NORTHERN CALIFORNIA
265 HEGENBERGER ROAD SUITE 100
OAKLAND
,
CA
94621
94-1234856
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY C
CA
501(C)(9)
N/A
No
(3)
CARPENTERS PENSION TRUST FUND FOR NOTHERN CALFORNIA
265 HEGENBERGER ROAD SUITE 100
OAKLAND
,
CA
94621
94-6050970
TO PROVIDE PENSION BENEFITS FOR ELIGIBLE PARTICIPANTS.
CA
401(A)
N/A
No
(4)
CARPENTERS VACATION HOLIDAY AND SICK LEAVE TRUST FUND FOR NORTHERN CALIFORN
265 HEGENBERGER ROAD SUITE 100
OAKLAND
,
CA
94621
94-6276537
TO PROVIDE VACATION AND HOLIDAY BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UN
CA
501(C)(9)
N/A
No
(5)
CARPENTERS ANNUITY TRUST FUND FOR NOTHERN CALFORNIA
265 HEGENBERGER ROAD SUITE 100
OAKLAND
,
CA
94621
94-6534591
TO PROVIDE ANNUITY BENEFITS FOR ELIGIBLE PARTICIPANTS.
CA
401(A)
N/A
No
(6)
CARPENTERS TRAINING TRUST FUND FOR NORTHERN CALIFORNIA
265 HEGENBERGER ROAD SUITE 100
OAKLAND
,
CA
94621
93-1079534
TO PROVIDE APPRENTICESHIP TRAINING TO ELIGIBLE CARPENTERS COVERED BY THE COL
CA
501(C)(5)
N/A
No
(7)
NORTHERN CALIFORNIA CARPENTERS 401(K) TRUST FUND
265 HEGENBERGER ROAD SUITE 100
OAKLAND
,
CA
94621
80-0204601
TO PROVIDE 401K BENEFITS FOR ELIGIBLE PARTICIPANTS.
CA
401(A)
N/A
No
(8)
NORTHERN CALIFORNIA CARPENTERS REGIONAL COUNCIL
265 HEGENBERGER RD SUITE 200
OAKLAND
,
CA
94621
CA
501(C)(5)
N/A
(9)
CARPENTERS LOCAL UNION #35
CA
501(C)(5)
N/A
(10)
CARPENTERS LOCAL UNION #46
CA
501(C)(5)
N/A
(11)
CARPENTERS LOCAL UNION #180
CA
501(C)(5)
N/A
(12)
CARPENTERS LOCAL UNION #751
CA
501(C)(5)
N/A
(13)
CARPENTERS LOCAL UNION #1599
CA
501(C)(5)
N/A
(14)
CARPENTERS LOCAL UNION #1789
CA
501(C)(5)
N/A
(15)
DRYWALL LATHERS LOCAL UNION #9109
CA
501(C)(5)
N/A
(16)
CARPENTERS LOCAL UNION #22
CA
501(C)(5)
N/A
(17)
CARPENTERS LOCAL UNION #152
CA
501(C)(5)
N/A
(18)
CARPENTERS LOCAL UNION #713
CA
501(C)(5)
N/A
(19)
INDUSTRIAL CARPENTERS LOCAL UNION #2236
CA
501(C)(5)
N/A
(20)
DRYWALL LATHERS LOCAL UNION #9068
CA
501(C)(5)
N/A
(21)
PILE DRIVERS LOCAL UNION #34
CA
501(C)(5)
N/A
(22)
MILLWRIGHTS LOCAL UNION #102
CA
501(C)(5)
N/A
(23)
CARPENTERS LOCAL UNION #217
CA
501(C)(5)
N/A
(24)
CARPENTERS LOCAL UNION #405
CA
501(C)(5)
N/A
(25)
CARPENTERS LOCAL UNION #505
CA
501(C)(5)
N/A
(26)
CARPENTERS LOCAL UNION #605
CA
501(C)(5)
N/A
(27)
CARPENTERS LOCAL UNION #701
CA
501(C)(5)
N/A
(28)
CARPENTERS LOCAL UNION #1109
CA
501(C)(5)
N/A
(29)
DRYWALL LATHERS LOCAL UNION #9083
CA
501(C)(5)
N/A
(30)
DRYWALL LATHERS LOCAL UNION #9144
CA
501(C)(5)
N/A
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Page 2
Schedule R (Form 990) 2019
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
(1)
AVAILABLE UPON REQUEST
CA
N/A
Schedule R (Form 990) 2019
Page 3
Schedule R (Form 990) 2019
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) 2019
Page 4
Schedule R (Form 990) 2019
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) 2019
Page 5
Schedule R (Form 990) 2019
Page
5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference
Explanation
PARTS II, III, AND IV - IDENTIFICATION OF RELATED TAX ORGANIZATIONS
IN A MULTIEMPLOYER PLAN, A CONTRIBUTING EMPLOYER IS CONSIDERED A RELATED ORGANIZATION BECAUSE THEY ARE OBLIGATED TO CONTRIBUTE TO THE PLAN PURSUANT TO THE TERMS IN THE COLLECTIVE BARGAINING OR PARTICIPATION AGREEMENT. THE ADMINISTRATIVE OFFICE ONLY MAINTAINS THE DATA NECESSARY TO FULFILL THE OBLIGATION TO CONTRIBUTE, IT DOES NOT MAINTAIN SPECIFIC BUSINESS DATA REGARDING THE EMPLOYERS, SUCH AS ENTITY TYPE OR TAX INFORMATION.
Schedule R (Form 990) 2019
Additional Data
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