U.S. Department of Labor
Office of Labor-Management Standards
Washington, DC 20210
FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT
Form Approved
Office of Management and Budget
No.
1245-0003
Expires:
09-30-2021
MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR
MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN
TRUSTEESHIP
This report is
mandatory under P.L. 86-257, as amended. Failure to comply
may result in criminal prosecution, fines, or civil penalties as
provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS
REPORT.
For Official Use Only
1. FILE NUMBER
003-371
2.
PERIOD COVERED
From
01/01/2019
Through
12/31/2019
3.
(a) AMENDED - Is this an amended report:
No
(b) HARDSHIP - Filed under the hardship procedures:
No
(c) TERMINAL - This
is a terminal report:
No
4. AFFILIATION OR ORGANIZATION NAME
LABORERS
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
6. DESIGNATION NBR
223
7. UNIT NAME (if any)
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
PATRICK J
Last Name
WALSH
P.O Box - Building and Room Number
Number and Street
12-A EVERDEAN ST
City
DORCHESTER
State
MA
ZIP Code + 4
02122
9. Are your organization's records kept at its
mailing address?
Yes
Each of the undersigned, duly authorized
officers of the above labor organization, declares,
under penalty of perjury and other applicable penalties
of law, that all of the information submitted in this
report (including information contained in any
accompanying documents) has been examined by the
signatory and is, to the best of the undersigned
individual's knowledge and belief, true, correct
and complete (See Section V on penalties in the
instructions.)
70. SIGNED:
Patrick J Walsh
PRESIDENT
71. SIGNED:
Martin F Walsh
TREASURER
Date:
Mar 30, 2020
Telephone
Number:
617-282-0180
Date:
Mar 30, 2020
Telephone
Number:
617-282-0180
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
003-371
10. During the reporting period did the labor
organization create or participate in the administration of
a trust or a fund or organization, as defined in the
instructions, which provides benefits for members or
beneficiaries?
Yes
11(a). During the reporting period did the
labor organization have a political action committee (PAC)
fund?
No
11(b). During the reporting period did the
labor organization have a subsidiary organization as
defined in Section X of these Instructions?
No
12. During the reporting period did the labor
organization have an audit or review of its books and
records by an outside accountant or by a parent body
auditor/representative?
Yes
13. During the reporting period did the labor
organization discover any loss or shortage of funds or
other assets? (Answer "Yes" even if there has
been repayment or recovery.)
No
14. What is the maximum amount recoverable
under the labor organization's fidelity bond for a
loss caused by any officer, employee or agent of the labor
organization who handled union funds?
$335,000
15. During the reporting period did the labor
organization acquire or dispose of any assets in a manner
other than purchase or sale?
Yes
16. Were any of the labor organization's
assets pledged as security or encumbered in any way at the
end of the reporting period?
No
17. Did the labor organization have any
contingent liabilities at the end of the reporting period?
No
18. During the reporting period did the labor
organization have any changes in its constitution or
bylaws, other than rates of dues and fees, or in
practices/procedures listed in the instructions?
No
19. What is the date of the labor
organization's next regular election of officers?
05/2022
20. How many members did the labor organization
have at the end of the reporting period?
1,185
21. What are the labor organization's rates of dues
and fees?
Rates of Dues and Fees
Dues/Fees
Amount
Unit
Minimum
Maximum
(a) Regular Dues/Fees
VARIES
per
MONTH
$8.00
$40.00
(b) Working Dues/Fees
N/A
per
N/A
N/A
N/A
(c) Initiation Fees
$800
per
ENTRY
N/A
N/A
(d) Transfer Fees
N/A
per
N/A
N/A
N/A
(e) Work Permits
N/A
per
N/A
N/A
N/A
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS
AND LIABILITIES
FILE NUMBER:
003-371
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$873,942
$1,178,396
23. Accounts Receivable
1
$7,788
$0
24. Loans Receivable
2
$0
$0
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
$1,262,620
$1,148,592
27. Fixed Assets
6
$885
$2,194
28. Other Assets
7
$282,052
$268,900
29.
TOTAL ASSETS
$2,427,287
$2,598,082
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
$0
$0
31. Loans Payable
9
$0
$0
32. Mortgages Payable
$0
$0
33. Other Liabilities
10
$0
34. TOTAL
LIABILITIES
$0
$0
35. NET
ASSETS
$2,427,287
$2,598,082
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
003-371
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$579,636
37. Per Capita Tax
$0
38. Fees, Fines,
Assessments, Work Permits
$1,232,309
39. Sale of Supplies
$0
40. Interest
$17,743
41. Dividends
$0
42. Rents
$0
43. Sale of Investments
and Fixed Assets
3
$0
44. Loans Obtained
9
$0
45. Repayments of Loans
Made
2
$0
46. On Behalf of
Affiliates for Transmittal to Them
$0
47. From Members for
Disbursement on Their Behalf
$0
48. Other Receipts
14
$0
49. TOTAL RECEIPTS
$1,829,688
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$389,252
51.
Political Activities and Lobbying
16
$54,177
52.
Contributions, Gifts, and Grants
17
$52,680
53. General
Overhead
18
$188,561
54. Union
Administration
19
$172,160
55. Benefits
20
$324,202
56. Per
Capita Tax
$304,550
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$0
59. Supplies
for Resale
$0
60. Purchase
of Investments and Fixed Assets
4
$0
61. Loans
Made
2
$0
62.
Repayment of Loans Obtained
9
$0
63. To
Affiliates of Funds Collected on Their Behalf
$0
64. On
Behalf of Individual Members
$0
65. Direct
Taxes
$39,652
66. Subtotal
$1,525,234
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$178,937
67b. Less Total
Disbursed
$178,937
67c.
Total Withheld But Not Disbursed
68.
TOTAL DISBURSEMENTS
$1,525,234
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
003-371
Entity or Individual Name
(A)
Total Account Receivable
(B)
90-180 Days
Past Due
(C)
180+ Days
Past Due
(D)
Liquidated Account
Receivable
(E)
Total of all itemized
accounts receivable
$0
$0
$0
$0
Totals from all other
accounts receivable
Totals
(Total of Column (B) will be automatically entered in Item
23, Column(B))
$0
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS
RECEIVABLE
FILE NUMBER:
003-371
List below loans to officers, employees, or members which
at any time during the reporting period exceeded $250 and
list all loans to business enterprises regardless of amount.
(A)
Loans
Outstanding at
Start of Period
(B)
Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1)
Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not
listed above
Total of all lines
above
$0
$0
$0
$0
$0
Totals will be
automatically entered in...
Item 24
Column (A)
Item 61
Item 45
Item 69
with Explanation
Item 24
Column (B)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF
INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
003-371
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Gross Sales Price
(D)
Amount Received
(E)
Total of all
lines above
$0
$0
$0
$0
Less Reinvestments
$0
(The
total from Net Sales Line will be automatically entered
in Item 43)
Net Sales
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE
OF INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
003-371
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$0
$0
$0
Less Reinvestments
$0
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
003-371
Description
(A)
Amount
(B)
Marketable Securities
A. Total Cost
B. Total Book Value
C. List each
marketable security which has a book value over $5,000
and exceeds 5% of Line B.
Other Investments
D. Total Cost
$1,148,592
E. Total Book Value
$1,148,592
F. List each other
investment which has a book value over $5,000 and
exceeds 5% of Line E. Also, list each subsidiary
for which separate reports are attached.
COLORADO BANKERS LIFE ANNUITY
$209,919
AIG ANNUITY POWER PLUS
$232,125
EAGLE SELECT FOCUS 5 MVA
$203,349
AIG ANN - AMER PATH FIXED 4
$152,414
LINCOLN COVERED CHOICE 5
$207,979
FOREACC II
$142,615
G. Total of Lines B and E
(Total will be automatically entered in Item 26,
Column(B))
$1,148,592
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED
ASSETS
FILE NUMBER:
003-371
Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A. Land (give
location)
$0
$0
$0
B. Buildings
(give location)
$0
$0
$0
$0
C. Automobiles
and
Other Vehicles
D. Office
Furniture
and Equipment
$34,615
$32,421
$2,194
$1,000
E.
Other Fixed Assets
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$34,615
$32,421
$2,194
$1,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
003-371
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$268,900
INVESTMENT IN LOCAL 223 REALTY TRUST
$266,800
DEPOSITS
$2,100
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
003-371
Entity or Individual Name
(A)
Total Account
Payable
(B)
90-180 Days
Past Due
(C)
180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable
$0
$0
$0
$0
Total from all other accounts payable
$0
$0
$0
$0
Totals
(Total for Column(B) will be automatically entered in Item
30, Column(D))
$0
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS
PAYABLE
FILE NUMBER:
003-371
Source of Loans Payable at Any
Time During the Reporting Period
(A)
Loans Owed at
Start of Period
(B)
Loans Obtained
During Period
(C)
Repayment
During Period
Cash
(D)(1)
Repayment
During Period
Other Than Cash
(D)(2)
Loans Owed at
End of Period
(E)
Total Loans Payable
$0
$0
$0
$0
$0
Totals will be automatically entered in...
Item 31
Column (C)
Item 44
Item 62
Item 69
with Explanation
Item 31
Column (D)
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER
LIABILITIES
FILE NUMBER:
003-371
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
003-371
(A) Name
(B) Title
(C) Status
(D)
Gross Salary
Disbursements
(before any
deductions)
(E)
Allowances
Disbursed
(F)
Disbursements
for Official Business
(G)
Other
Disbursements not reported in
(D) through (F)
(H)
TOTAL
A
B
C
WALSH
,
PATRICK
PRESIDENT C
$66,876
$0
$5,180
$0
$72,056
I
Schedule 15
Representational Activities
60
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
10
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
25
%
A
B
C
GAINE
,
JAMES
VICE-PRESIDENT C
$3,740
$0
$0
$0
$3,740
I
Schedule 15
Representational Activities
60
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
10
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
25
%
A
B
C
MELLOR
,
KEVIN
RECORDING SECRETARY C
$143,132
$0
$19,947
$0
$163,079
I
Schedule 15
Representational Activities
70
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
5
%
Schedule 18
General Overhead
5
%
Schedule 19
Administration
10
%
A
B
C
WALSH
,
MARTIN
F BUS. MANAGER/FIN. SECRTRY C
$262,845
$0
$21,082
$0
$283,927
I
Schedule 15
Representational Activities
50
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
5
%
Schedule 18
General Overhead
10
%
Schedule 19
Administration
25
%
A
B
C
ROWAN
,
JOHN
SARGENT-AT-ARM C
$1,500
$0
$0
$0
$1,500
I
Schedule 15
Representational Activities
10
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
5
%
Schedule 18
General Overhead
10
%
Schedule 19
Administration
70
%
A
B
C
GAINE
,
MICHAEL
AUDITOR C
$1,500
$0
$0
$0
$1,500
I
Schedule 15
Representational Activities
10
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
5
%
Schedule 18
General Overhead
10
%
Schedule 19
Administration
70
%
A
B
C
BURKE
,
JOHN
AUDITOR C
$1,500
$0
$0
$0
$1,500
I
Schedule 15
Representational Activities
10
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
5
%
Schedule 18
General Overhead
10
%
Schedule 19
Administration
70
%
A
B
C
NELSON
,
JENAYA
AUD N
$1,500
$0
$0
$0
$1,500
I
Schedule 15
Representational Activities
10
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
5
%
Schedule 18
General Overhead
10
%
Schedule 19
Administration
70
%
A
B
C
GRAY
,
DONNELL
EXECUTIVE BOARD C
$1,500
$0
$0
$0
$1,500
I
Schedule 15
Representational Activities
10
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
5
%
Schedule 18
General Overhead
10
%
Schedule 19
Administration
70
%
A
B
C
NORTON
,
LAWRENCE
EXECUTIVE BOARD C
$1,500
$0
$0
$0
$1,500
I
Schedule 15
Representational Activities
10
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
5
%
Schedule 18
General Overhead
10
%
Schedule 19
Administration
70
%
A
B
C
MCDONAGH
,
ROBERT
EXECUTIVE BOARD C
$1,500
$0
$0
$0
$1,500
I
Schedule 15
Representational Activities
10
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
5
%
Schedule 18
General Overhead
10
%
Schedule 19
Administration
70
%
Total Officer
Disbursements
$487,093
$0
$46,209
$0
$533,302
Less Deductions
Net
Disbursements
$533,302
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
003-371
(A) Name
(B) Title
(C) Other Payer
(D)
Gross Salary
Disbursements
(before any
deductions)
(E)
Allowances Disbursed
(F)
Disbursements for Official Business
(G)
Other Disbursements not reported in
(D) through (F)
(H)
TOTAL
A
B
C
WALSH
,
COLLEEN
OFFICE MANAGER C
$104,976
$0
$0
$0
$104,976
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
100
%
Schedule 19
Administration
0
%
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
Total
Employee Disbursements
$104,976
$0
$0
$0
$104,976
Less
Deductions
Net Disbursements
$104,976
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
003-371
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
1,185
Agency Fee Payers*
0
Total Members/Fee Payers
1,185
*Agency Fee Payers are
not considered members of the labor organization.
REGULAR MEMBERS
966
Yes
RETIRED MEMBERS
219
Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
003-371
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$0
2. Named Payer
Non-itemized Receipts
$0
3. All Other Receipts
$0
4. Total
Receipts
$0
SCHEDULE 17 CONTRIBUTIONS,
GIFTS & GRANTS
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$30,455
4. To Employees
$0
5. All Other
Disbursements
$22,225
6. Total
Disbursements
$52,680
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$12,923
2. Named Payee
Non-itemized Disbursements
$12,248
3. To Officers
$302,647
4. To Employees
$0
5. All Other
Disbursements
$61,434
6. Total
Disbursements
$389,252
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$33,575
2. Named Payee
Non-itemized Disbursements
$3,632
3. To Officers
$37,597
4. To Employees
$104,976
5. All Other
Disbursements
$8,781
6. Total
Disbursements
$188,561
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$49,016
4. To Employees
$0
5. All Other
Disbursements
$5,161
6. Total
Disbursements
$54,177
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$47,650
2. Named Payee
Non-itemized Disbursements
$7,350
3. To Officers
$113,589
4. To Employees
$0
5. All Other
Disbursements
$3,571
6. Total
Disbursements
$172,160
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
003-371
Name and Address
(A)
-1
Type or Classification
(B)
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
003-371
Name and Address
(A)
LOCAL 223 REALTY TRUST
12-A EVERDEAN STREET DORCHESTER MA 02122
Type or Classification
(B)
BUILDING OWNER FOR LOCAL'S OFFICE - ADMIN ALLOC
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,000
Total of All Transactions with this
Payee/Payer for This Schedule
$6,000
Name and Address
(A)
SAN FRANCISCO STITCH COMPANY
SAN FRANCISCO CA
Type or Classification
(B)
SPECIALTY CLOTHING VENDOR
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$12,923
Total
Non-Itemized Transactions with this Payee/Payer
$6,248
Total of All Transactions with this
Payee/Payer for This Schedule
$19,171
PURCHASE UNION LOGO HATS FOR MEMBER EVENTS
04/24/2019
$12,923
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
003-371
Name and Address
(A)
-1
Type or Classification
(B)
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
003-371
Name and Address
(A)
-1
Type or Classification
(B)
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
003-371
Name and Address
(A)
MARTIN J. SCAFIDI, P.C.
7 ESSEX GREEN DRIVE, STE 66 PEABODY MA 01960
Type or Classification
(B)
PROFESSIONAL FEES - ACCOUNTING, AUDIT, TAX
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$15,340
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$15,340
2017 ACCOUNTING, AUDIT, TAX FEES
01/31/2019
$15,340
Name and Address
(A)
R.A. HALL & CO, CPA
183 STATE STREET BOSTON MA 02109
Type or Classification
(B)
PROFESSIONAL FEES - ACCOUNTING, AUDIT, TAX
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$12,320
Total
Non-Itemized Transactions with this Payee/Payer
$3,545
Total of All Transactions with this
Payee/Payer for This Schedule
$15,865
ACCOUNTING, AUDIT, TAX FEES
12/16/2019
$12,320
Name and Address
(A)
SEGAL ROITMAN LLP
33 HARRISON AVE, 7TH FLOOR BOSTON MA 02111
Type or Classification
(B)
LEGAL SERVICES
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,915
Total
Non-Itemized Transactions with this Payee/Payer
$87
Total of All Transactions with this
Payee/Payer for This Schedule
$6,002
LEGAL SERVICES
01/07/2019
$5,915
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
003-371
Name and Address
(A)
AMERICAN ROOTS
90 BRIDGE STREET WESTBROOK ME 04092
Type or Classification
(B)
CLOTHING VENDOR
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$47,650
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$47,650
SWEATSHIRTS, ETC. FOR MEMBER GIFTS - HOLIDAY PARTY
10/18/2019
$47,650
Name and Address
(A)
IBEW LOCAL 103
256 FREEPORT STREET, #1 DORCHESTER MA 02122
Type or Classification
(B)
HALL FOR LOCAL MEMBER MEETINGS
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$7,350
Total of All Transactions with this
Payee/Payer for This Schedule
$7,350
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
003-371
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$324,202
PENSION PLAN CONTRIBUTIONS
L.I.U.N.A. STAFF AND AFFILIATED PENSION FUND
$139,350
PENSION, ANNUITY, HEALTH AND WELFARE CONTRIBUTIONS
MASS LABORERS BENEFIT FUND
$184,852
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
003-371
Question 10: LABORERS LOCAL 223 REALTY TRUST
12-A EVERDEAN STREET
DORCHESTER, MA 02112
THE PURPOSE OF THE REALTY TRUST IS TO OWN THE LAND AND BUILDING HOUSING THE LOCAL'S OFFICE. THE LOCAL PAYS RENT OF $1,000 PER MONTH TO THE REALTY TRUST UNDER A TENANT-AT-WILL LEASE.
Question 12: THE LOCAL HAD AN AUDIT OF THE FINANCIAL STATEMENTS PREPARED FROM ITS BOOKS AND RECORDS BY R.A. HALL & CO. LLC CPAS, 180 STATE STREET, BOSTON MA 02109.
Question 15: THE LOCAL PURCHASED SWEATSHIRTS COSTING $47,650 THAT IT GAVE THEM AWAY TO THE MEMBERS AT THE LOCAL'S ANNUAL HOLIDAY PARTY.
THE LOCAL PURCHASED HATS AND OTHER ITEMS WITH THE UNION LOGO ON IT COSTING $20,457 THAT IT GAVE AWAY AT VARIOUS MEMBERSHIP EVENTS AND FUNCTIONS.
Statement A,
Loans Receivable Begin Total: NO CHANGE IN THE START OF THE REPORTING PERIOD BALANCE. $0 DID NOT COME OVER FORM 2018 FORM.
Statement A,
Accounts Payable Begin Total: NO CHANGE IN THE START OF THE REPORTING PERIOD BALANCE. $0 DID NOT COME OVER FORM 2018 FORM.
Statement A,
Loans Payable Begin Total: NO CHANGE IN THE START OF THE REPORTING PERIOD BALANCE. $0 DID NOT COME OVER FORM 2018 FORM.
Schedule 13, Row1:
Schedule 13, Row1:REGULAR MEMBERS ARE ACTIVE MEMBER WORKING OR AVAILABLE FOR WORK. THE THEY PAY DUES OF $39 PER MONTH, EXCEPT FOR 12 MEMBER FOR WORK FOR THE MBTA WHO PAY $40 PER MONTH.
Schedule 13, Row1:
Schedule 13, Row1:
Schedule 13, Row2:
Schedule 13, Row2:RETIRED MEMBERS ARE MEMBERS WHO HAVE RETIRED FROM THE WORK FORCE. THEY PAY MONTHLY DUES OF $8 PER MONTH.