016-412 (LM2) 12/31/2021

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: 01-31-2025

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
016-412

2. PERIOD COVERED
From	01/01/2021
Through	12/31/2021

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 PLUMBERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.) LOCAL UNION	6. DESIGNATION NBR 597
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name CHRISTOPHER	Last Name HERNANDEZ
P.O Box - Building and Room Number
Number and Street 45 N. OGDEN AVE.
City CHICAGO
State IL	ZIP Code + 4 606071813

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:

Michael P Maloney

PRESIDENT

71. SIGNED:

Christopher Hernandez

FINL SECY TREASURER

Date:

Mar 30, 2022

Telephone Number:

312-829-4191

Date:

Mar 30, 2022

Telephone Number:

312-829-4191

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

ITEMS 10 THROUGH 21

FILE NUMBER: 016-412

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?	Yes
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?	Yes
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?	$1,000,000
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?	Yes
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?	06/2022

20. How many members did the labor organization have at the end of the reporting period?

10,465

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	N/A	per	QUARTER	$111.00	$246.00
(b) Working Dues/Fees	2%	per	WORKING WAGE	N/A	N/A
(c) Initiation Fees	N/A	per	NEW MEMBER	$300.00	$1,250.00
(d) Transfer Fees	N/A	per	N/A	N/A	N/A
(e) Work Permits	2%	per	WORKING WAGE	N/A	N/A

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

STATEMENT A - ASSETS AND LIABILITIES

FILE NUMBER: 016-412

ASSETS

ASSETS	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
22. Cash		$4,864,701	$3,343,615
23. Accounts Receivable	1	$368,077	$213,883
24. Loans Receivable	2	$0	$0
25. U.S. Treasury Securities		$0	$0
26. Investments	5	$26,531,675	$16,160,074
27. Fixed Assets	6	$26,026,245	$25,022,183
28. Other Assets	7	$45,052	$35,052
29. TOTAL ASSETS		$57,835,750	$44,774,807

LIABILITIES

LIABILITIES	Schedule Number	Start of Reporting Period (A)	End of Reporting Period (B)
30. Accounts Payable	8	$6,789	$99,578
31. Loans Payable	9	$18,888,894	$5,894,311
32. Mortgages Payable		$8,761,092	$8,209,964
33. Other Liabilities	10	$661,928	$53,101
34. TOTAL LIABILITIES		$28,318,703	$14,256,954

35. NET ASSETS

$29,517,047

$30,517,853

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

STATEMENT B - RECEIPTS AND DISBURSEMENTS

FILE NUMBER: 016-412

CASH RECEIPTS	SCH	AMOUNT
36. Dues and Agency Fees		$18,081,823
37. Per Capita Tax		$0
38. Fees, Fines, Assessments, Work Permits		$490,470
39. Sale of Supplies		$9,148
40. Interest		$8
41. Dividends		$104,163
42. Rents		$338,599
43. Sale of Investments and Fixed Assets	3	$18,005,131
44. Loans Obtained	9	$3,519,225
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	$951,649
49. TOTAL RECEIPTS		$41,500,216

CASH DISBURSEMENTS		SCH	AMOUNT
50. Representational Activities		15	$2,832,239
51. Political Activities and Lobbying		16	$863,355
52. Contributions, Gifts, and Grants		17	$57,066
53. General Overhead		18	$6,236,030
54. Union Administration		19	$2,129,611
55. Benefits		20	$2,526,302
56. Per Capita Tax			$5,776,321
57. Strike Benefits			$0
58. Fees, Fines, Assessments, etc.			$0
59. Supplies for Resale			$10,509
60. Purchase of Investments and Fixed Assets		4	$5,729,676
61. Loans Made		2	$0
62. Repayment of Loans Obtained		9	$15,772,118
63. To Affiliates of Funds Collected on Their Behalf			$0
64. On Behalf of Individual Members			$0
65. Direct Taxes			$1,091,740

66. Subtotal			$43,024,967
67. Withholding Taxes and Payroll Deductions
67a. Total Withheld	$1,510,212
67b. Less Total Disbursed	$1,506,547
67c. Total Withheld But Not Disbursed			$3,665
68. TOTAL DISBURSEMENTS			$43,021,302

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE

FILE NUMBER: 016-412

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	$58,073	$0	$58,073	$0
Totals from all other accounts receivable	$155,810	$28,409	$22,372	$0
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B))	$213,883	$28,409	$80,445	$0
DELTA HEATING-AIR CONDITIONING	$5,573	$0	$5,573	$0
DRW SERVICES, INC.	$6,118	$0	$6,118	$0
RICHARD BARNEY	$6,230	$0	$6,230	$0
J & B MECHANICAL, INC.	$10,092	$0	$10,092	$0
KRAMER MECHANICAL LLC	$9,771	$0	$9,771	$0
NUCO MECHANICAL INC.	$9,725	$0	$9,725	$0
3D INDUSTRIES INC.	$10,564	$0	$10,564	$0

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 2 - LOANS RECEIVABLE

FILE NUMBER: 016-412

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

Totals will be automatically entered in...

Item 24
Column (A)

Item 61

Item 45

Item 69
with Explanation

Item 24
Column (B)

Name: NONE
Purpose: NONE
Security: NONE
Terms of Repayment: NONE

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 016-412

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	$15,832,872	$15,799,116	$20,291,635	$18,005,131
AUTOMOBILES (2)	$63,756	$30,000	$57,700	$57,700
INVESTMENT IN REAL ESTATE - 14 N BISHOP ST CHGO IL	$13,291,326	$13,291,326	$17,203,917	$14,917,413
INVESTMENTS - MUTUAL FUNDS	$2,461,572	$2,461,572	$3,013,800	$3,013,800
OFFICE FURNITURE AND EQUIPMENT (REIMB. FROM H&W)	$16,218	$16,218	$16,218	$16,218

				Less Reinvestments	$0
(The total from Net Sales Line will be automatically entered in Item 43)				Net Sales	$18,005,131

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS

FILE NUMBER: 016-412

Description (if land or buildings, give location) (A)	Cost (B)	Book Value (C)	Cash Paid (D)
Total of all lines above	$5,846,169	$5,846,169	$5,729,676
INVESTMENTS - MUTUAL FUNDS	$2,603,862	$2,603,862	$2,603,862
INVESTMENT IN REAL ESTATE - 14 N BISHOP ST CHGO IL	$2,777,435	$2,777,435	$2,777,435
BUILDING - 45 N. OGDEN AVENUE, CHICAGO, IL	$47,834	$47,834	$47,834
BUILDING - 10100 GEORGIA STREET, CROWN POINT, IN	$4,601	$4,601	$4,601
AUTOMOBILES (9)	$380,018	$380,018	$263,525
OFFICE FURNITURE AND EQUIPMENT	$32,419	$32,419	$32,419

		Less Reinvestments	$0
(The total from Net Purchases Line will be automatically entered in Item 60.)		Net Purchases	$5,729,676

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 5 - INVESTMENTS

FILE NUMBER: 016-412

Description (A)	Amount (B)
Marketable Securities
A. Total Cost	$6,651,048
B. Total Book Value	$6,651,048
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.

VANGUARD SHORT-TERM BOND INDEX ADM	$497,080
VANGUARD SHORT-TERM INVESTMENT GRADE ADM	$2,252,674
VANGUARD TOTAL BOND MARKET INDEX ADM	$2,245,514
VANGUARD TOTAL STOCK MARKET INDEX ADM	$1,655,780

Other Investments
D. Total Cost	$9,509,026
E. Total Book Value	$9,509,026
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.

INVESTMENT IN REAL ESTATE - 14 N BISHOP ST CHGO IL

$9,509,026

G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B))

$16,160,074

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 6 - FIXED ASSETS

FILE NUMBER: 016-412

Description (A)	Cost or Other Basis (B)	Total Depreciation or Amount Expensed (C)	Book Value (D)	Value (E)
A. Land (give location)
Land 1 : 45 N. OGDEN AVENUE, CHICAGO, IL	$239,195		$239,195	$2,518,450
Land 2 : 41 N. OGDEN AVENUE, CHICAGO, IL	$12,900		$12,900	$12,900
Land 3 : 1295 BUTTERFIELD ROAD, AURORA, IL	$919,416		$919,416	$919,416
Land 4 : 10100 GEORGIA STREET, CROWN POINT, IN	$376,371		$376,371	$376,371

B. Buildings (give location)
Building 1 : 45 N. OGDEN AVENUE, CHICAGO, IL	$10,280,182	$3,099,454	$7,180,728	$10,736,550
Building 2 : 41 N. OGDEN AVENUE, CHICAGO, IL	$51,599	$51,599	$0	$0
Building 3 : 1295 BUTTERFIELD ROAD, AURORA, IL	$6,381,067	$2,166,281	$4,214,786	$4,214,786
Building 4 : 10100 GEORGIA STREET, CROWN POINT, IN	$12,368,600	$1,089,455	$11,279,145	$11,279,145

C. Automobiles and Other Vehicles

$888,058

$336,556

$551,502

D. Office Furniture and Equipment

$666,057

$522,084

$143,973

E. Other Fixed Assets

$347,224

$243,057

$104,167

F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B))

$32,530,669

$7,508,486

$25,022,183

$30,857,260

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 7 - OTHER ASSETS

FILE NUMBER: 016-412

Description (A)	Book Value (B)
Total (Total will be automatically entered in Item 28, Column(B))	$35,052
RENTAL SECURITY DEPOSITS	$2,052
INVENTORY OF PROMO ITEMS FOR MEMBERS (ESTIMATED)	$33,000

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE

FILE NUMBER: 016-412

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	$99,578	$0	$0	$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D))	$99,578	$0	$0	$0
NONE ITEMIZED	$0	$0	$0	$0

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 9 - LOANS PAYABLE

FILE NUMBER: 016-412

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	$18,888,894	$3,519,225	$15,772,118	$741,690	$5,894,311
Totals will be automatically entered in...	Item 31 Column (C)	Item 44	Item 62	Item 69 with Explanation	Item 31 Column (D)
AMALGAMATED BANK CONSTRUCTION LOAN	$9,892,655	$2,777,535	$6,775,879	$0	$5,894,311
FIRST MERCHANTS BANK CONSTRUCTION LOAN	$8,996,239	$0	$8,996,239	$0	$0
AMALGAMATED BANK OF CHICAGO-PPP LOAN	$0	$741,690	$0	$741,690	$0

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 10 - OTHER LIABILITIES

FILE NUMBER: 016-412

Description (A)	Amount at End of Period (B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D))	$53,101
PAYROLL WITHHOLDINGS NOT REMITTED AT Y/E	$8,098
EARNEST MONEY DEPOSITS	$45,003

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS

FILE NUMBER: 016-412

(A)
Name

(B)
Title

(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

MORRISSEY , KEVIN
BUSINESS MANAGER
C

$294,111

$3,600

$26,625

$324,336

Schedule 15
Representational Activities

85 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

11 %

A
B
C

MALONEY , MICHAEL P
PRESIDENT/EXECUTIVE BOARD
C

$22,416

$9,546

$31,962

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

KIMES , MONTE
VICE PRESIDENT/EXEC BOARD
C

$22,416

$4,222

$26,638

Schedule 15
Representational Activities

5 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

15 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

80 %

A
B
C

HERNANDEZ , CHRISTOPHER
FINANCIAL SEC-TREASURER
C

$213,382

$6,400

$18,416

$238,198

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

2 %

Schedule 18
General Overhead

15 %

Schedule 19
Administration

71 %

A
B
C

KOTEL , THOMAS J
RECORDING SECRETARY
P

$85,453

$5,305

$90,758

Schedule 15
Representational Activities

15 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

80 %

A
B
C

HAHNEY JR. , DENNIS
RECORDING SECRETARY
N

$200,955

$5,200

$22,826

$228,981

Schedule 15
Representational Activities

75 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

20 %

A
B
C

SCHWARTZ , DREW
INSIDE GUARD
C

$3,262

$4,000

$7,262

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

KING , KEVIN
EXECUTIVE BOARD
C

$14,412

$4,000

$18,412

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

20 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

80 %

A
B
C

BARDUSK , JOSEPH
EXECUTIVE BOARD
C

$14,412

$4,000

$18,412

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

MURRAY , TIMOTHY R
EXECUTIVE BOARD
C

$14,412

$4,000

$18,412

Schedule 15
Representational Activities

10 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

40 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

30 %

A
B
C

O'BRIEN , WILLIAM
EXECUTIVE BOARD
C

$14,412

$4,000

$18,412

Schedule 15
Representational Activities

70 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

20 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

10 %

A
B
C

PARLOR , JAMES
FINANCIAL COMMITTEE
C

$14,998

$825

$4,000

$19,823

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

WEAVER JR. , LARRY
FINANCIAL COMMITTEE
C

$14,998

$825

$4,000

$19,823

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

KUSZYNSKI , DAVID J
FINANCIAL COMMITTEE
C

$14,998

$825

$4,000

$19,823

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

ANTCZAK , MARK
EXAMINING BOARD
C

$4,430

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

CRONKRITE , MARC
EXAMINING BOARD
C

$4,430

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

LOFFREDO , JEFF
EXAMINING BOARD
C

$4,430

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

MANGOLD , KENNETH
EXAMINING BOARD
C

$4,000

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

BEST JR. , WILL
EXAMINING BOARD
C

$4,430

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

ELKINS , THOMAS
BUSINESS AGENT
C

$191,129

$12,876

$204,005

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

10 %

A
B
C

GALLAGHER JR. , TIMOTHY
BUSINESS AGENT
C

$191,129

$14,928

$206,057

Schedule 15
Representational Activities

15 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

40 %

Schedule 19
Administration

40 %

A
B
C

GILLOOLEY , TIMOTHY
BUSINESS AGENT
C

$191,129

$1,000

$12,712

$204,841

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

8 %

Schedule 17
Contributions

4 %

Schedule 18
General Overhead

4 %

Schedule 19
Administration

4 %

A
B
C

GREGORY , DONALD
BUSINESS AGENT
C

$191,129

$1,000

$13,612

$205,741

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

3 %

Schedule 18
General Overhead

3 %

Schedule 19
Administration

4 %

A
B
C

HAHNEY JR. , DENNIS
BUSINESS AGENT
P

Schedule 15
Representational Activities

75 %

Schedule 16
Political Activities and Lobbying

5 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

20 %

A
B
C

HARTNETT , TIMOTHY
BUSINESS AGENT
C

$191,129

$12,824

$203,953

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

5 %

Schedule 19
Administration

5 %

A
B
C

HENNESSY , WILLIAM P
BUSINESS AGENT
C

$191,129

$2,700

$16,255

$210,084

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

10 %

A
B
C

HOGAN , DANIEL
BUSINESS AGENT
C

$191,129

$13,224

$204,353

Schedule 15
Representational Activities

92 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

2 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

2 %

A
B
C

JOHNSON , LEO M
BUSINESS AGENT
C

$191,129

$13,273

$204,402

Schedule 15
Representational Activities

96 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

2 %

Schedule 19
Administration

0 %

A
B
C

MAILEY JR. , HARRISON
BUSINESS AGENT
C

$191,129

$14,482

$205,611

Schedule 15
Representational Activities

96 %

Schedule 16
Political Activities and Lobbying

1 %

Schedule 17
Contributions

1 %

Schedule 18
General Overhead

1 %

Schedule 19
Administration

1 %

A
B
C

PASSERELLA JR. , ROBERT
BUSINESS AGENT
C

$191,129

$2,700

$19,776

$213,605

Schedule 15
Representational Activities

95 %

Schedule 16
Political Activities and Lobbying

2 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

3 %

A
B
C

PEREZ , SCOTT
BUSINESS AGENT
N

$96,595

$1,800

$10,534

$108,929

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

10 %

Schedule 19
Administration

10 %

A
B
C

RUESKEN , KENNETH
BUSINESS AGENT
C

$191,129

$1,800

$15,351

$208,280

Schedule 15
Representational Activities

95 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

5 %

A
B
C

SWAN , ADAM L
BUSINESS AGENT
C

$191,129

$15,444

$206,573

Schedule 15
Representational Activities

91 %

Schedule 16
Political Activities and Lobbying

4 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

5 %

A
B
C

VELLENGA JR. , JOSEPH
BUSINESS AGENT
C

$191,129

$12,494

$203,623

Schedule 15
Representational Activities

80 %

Schedule 16
Political Activities and Lobbying

10 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

10 %

Total Officer Disbursements	$3,525,909	$28,675	$338,445	$0	$3,893,029
Less Deductions					$1,323,313
Net Disbursements					$2,569,716

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES

FILE NUMBER: 016-412

(A)
Name

(B)
Title

(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

ROTH , BRIDGET
EXECUTIVE ASSISTANT
NONE

$93,493

$69

$93,562

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

KORDECK , DAVE
FACILITIES MANAGER
NONE

$178,178

$15,206

$193,384

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 %

A
B
C

SHEEHAN , KIMBERLEE
OFFICE MANAGER
NONE

$81,916

$2,861

$84,777

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

MIKOS , TERESA M
OFFICE ASSISTANT
NONE

$57,172

$871

$58,043

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

RANGEL , DANIELLE M
OFFICE ASSISTANT
NONE

$41,917

$70

$41,987

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

A
B
C

SIDLER , JACK
TEMPORARY EMPLOYEE
NONE

$18,514

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

Schedule 15
Representational Activities

0 %

Schedule 16
Political Activities and Lobbying

0 %

Schedule 17
Contributions

0 %

Schedule 18
General Overhead

0 %

Schedule 19
Administration

100 %

Total Employee Disbursements	$471,190	$0	$19,077	$0	$490,267
Less Deductions					$186,899
Net Disbursements					$303,368

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 13 - MEMBERSHIP STATUS

FILE NUMBER: 016-412

Category of Membership (A)	Number (B)	Voting Eligibility (C)
Members (Total of all lines above)	10,465
Agency Fee Payers*	0
Total Members/Fee Payers	10,465
*Agency Fee Payers are not considered members of the labor organization.
APPRENTICE	907	Yes
JOURNEYMEN	5,055	Yes
SHOP PERMIT	26	No
BUILDING TRADES JOURNEYMAN PERMIT	138	No
METAL TRADES JOURNEYMAN PERMIT	30	No
METAL TRADES SHOP	56	Yes
WAREHOUSEMAN	133	Yes
METAL TRADES SERVICE	294	Yes
THERMAL CARE PERMIT	48	No
LIFE MEMBERS	1,337	Yes
RETIREES	2,441	Yes

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19

FILE NUMBER: 016-412

SCHEDULE 14 OTHER RECEIPTS
1. Named Payer Itemized Receipts	$931,506
2. Named Payer Non-itemized Receipts	$9,423
3. All Other Receipts	$10,720
4. Total Receipts	$951,649

SCHEDULE 17 CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements	$0
2. Named Payee Non-itemized Disbursements	$0
3. To Officers	$43,998
4. To Employees	$0
5. All Other Disbursements	$13,068
6. Total Disbursements	$57,066

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements	$18,312
2. Named Payee Non-itemized Disbursements	$38,771
3. To Officers	$2,775,156
4. To Employees	$0
5. All Other Disbursements	$0
6. Total Disbursements	$2,832,239

SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee Itemized Disbursements	$5,094,749
2. Named Payee Non-itemized Disbursements	$584,110
3. To Officers	$213,578
4. To Employees	$211,898
5. All Other Disbursements	$131,695
6. Total Disbursements	$6,236,030

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements	$676,969
2. Named Payee Non-itemized Disbursements	$46,520
3. To Officers	$139,866
4. To Employees	$0
5. All Other Disbursements	$0
6. Total Disbursements	$863,355

SCHEDULE 19 UNION ADMINISTRATION
1. Named Payee Itemized Disbursements	$466,085
2. Named Payee Non-itemized Disbursements	$278,476
3. To Officers	$720,433
4. To Employees	$278,369
5. All Other Disbursements	$386,248
6. Total Disbursements	$2,129,611

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 14 - OTHER RECEIPTS

FILE NUMBER: 016-412

Name and Address
(A)

AKSAY SAHNI & SURBI R. VERMA

1800 W DIVERSEY PARKWAY, #H
CHICAGO
IL
60614

Type or Classification
(B)

INDIVIDUALS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$49,000
Total Non-Itemized Transactions with this Payee/Payer		$1,000
Total of All Transactions with this Payee/Payer for This Schedule		$50,000
DEPOSIT ON THE PURCHASE OF CONDO	03/11/2021	$49,000

Name and Address
(A)

BIBO ZHOU

175 N. HARBOR DRIVE #3207
CHICAGO
IL
60601

Type or Classification
(B)

INDIVIDUAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$5,000
DEPOSIT ON THE PURCHASE OF CONDO	12/03/2021	$5,000

Name and Address
(A)

CHERYL GRZECH MCEACHERN

2838 CHANCELLOR'S WAY NE
WASHINGTON
DC
20017

Type or Classification
(B)

INDIVIDUAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$35,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$35,000
DEPOSIT ON THE PURCHASE OF CONDO	07/29/2021	$5,000
DEPOSIT ON THE PURCHASE OF CONDO	08/27/2021	$30,000

Name and Address
(A)

CHRISTINA SUI

401 WESTRIDGE ROAD
JOLIET
IL
60431

Type or Classification
(B)

INDIVIDUAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$37,400
Total Non-Itemized Transactions with this Payee/Payer		$1,100
Total of All Transactions with this Payee/Payer for This Schedule		$38,500
DEPOSIT ON THE PURCHASE OF CONDO	02/22/2021	$37,400

Name and Address
(A)

JONATHAN GEORGE & MONICA KUMAR

125 S. JEFFERSON ST, #3203
CHICAGO
IL
60661

Type or Classification
(B)

INDIVIDUALS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$15,000
DEPOSIT ON THE PURCHASE OF CONDO	10/19/2021	$5,000
DEPOSIT ON THE PURCHASE OF CONDO	11/05/2021	$10,000

Name and Address
(A)

MARIA PAPPAS - COOK COUNTY TREASURER

118 N. CLARK STREET, RM 112
CHICAGO
IL
60602

Type or Classification
(B)

GOVERNMENT AGENCY - COUNTY TREASURER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$14,570
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$14,570
REFUND FOR 2017 VALUATION OBJECTION	02/12/2021	$14,570

Name and Address
(A)

MICHELE NARSINGHANI & SUSHIL P. PATEL

1508 W. HURON STREET, 1N
CHICAGO
IL
60462

Type or Classification
(B)

INDIVIDUALS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$43,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$43,000
DEPOSIT ON THE PURCHASE OF CONDO	01/05/2021	$43,000

Name and Address
(A)

NITIN SEEMAKURTY & VENKATA CANAKAPALLI

737 W WASHINGTON BLVD, #610
CHICAGO
IL
60661

Type or Classification
(B)

INDIVIDUALS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$48,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$48,000
DEPOSIT ON THE PURCHASE OF CONDO	01/13/2021	$48,000

Name and Address
(A)

ORNELLA DIAN

544 N. PAULINA STREET #3
CHICAGO
IL
60622

Type or Classification
(B)

INDIVIDUAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$25,000
Total Non-Itemized Transactions with this Payee/Payer		$1,000
Total of All Transactions with this Payee/Payer for This Schedule		$26,000
DEPOSIT ON THE PURCHASE OF CONDO	03/11/2021	$25,000

Name and Address
(A)

PIPE FITTERS' TRAINING FUND, LOCAL 597

10850 W. 187TH STREET
MOKENA
IL
60448

Type or Classification
(B)

TAFT-HARTLEY TRUST FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$300,548
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$300,548
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	01/05/2021	$18,699
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	01/22/2021	$13,727
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	02/23/2021	$14,587
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	03/23/2021	$17,398
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	04/19/2021	$18,523
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	06/03/2021	$51,555
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	06/22/2021	$15,345
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	07/27/2021	$13,272
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	08/30/2021	$17,620
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	09/29/2021	$18,955
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	11/02/2021	$58,438
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	11/29/2021	$22,187
REIMBURSEMENT FOR SHARED BUILDING EXPENSES	12/29/2021	$20,242

Name and Address
(A)

PIPE FITTERS' WELFARE FUND, LOCAL 597

45 N. OGDEN AVENUE
CHICAGO
IL
60607

Type or Classification
(B)

TAFT-HARTLEY TRUST FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$20,900
Total Non-Itemized Transactions with this Payee/Payer		$3,079
Total of All Transactions with this Payee/Payer for This Schedule		$23,979
REIMBURSEMENT FOR SHARED ALLOCATED COSTS	02/04/2021	$10,515
REIMBURSEMENT FOR SHARED ALLOCATED COSTS	09/28/2021	$10,385

Name and Address
(A)

SAMUEL & MELINDA ROSEN

814 N. MARSHFIELD AVE, #2S
CHICAGO
IL
60622

Type or Classification
(B)

INDIVIDUALS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$24,500
Total Non-Itemized Transactions with this Payee/Payer		$1,000
Total of All Transactions with this Payee/Payer for This Schedule		$25,500
DEPOSIT ON THE PURCHASE OF CONDO	02/25/2021	$24,500

Name and Address
(A)

SAMUEL GRAY

165 N. CANAL, UNIT 511
CHICAGO
IL
60606

Type or Classification
(B)

INDIVIDUAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$40,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$40,000
DEPOSIT ON THE PURCHASE OF CONDO	11/03/2021	$40,000

Name and Address
(A)

THE HARTFORD
660916

DALLAS
TX
75266

Type or Classification
(B)

INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$46,588
Total Non-Itemized Transactions with this Payee/Payer		$2,244
Total of All Transactions with this Payee/Payer for This Schedule		$48,832
INSURANCE PROCEEDS - CLAIM FOR BUILDING DAMAGE	10/12/2021	$46,588

Name and Address
(A)

THOMAS W. & JEANNE B. SZROMBA

2647 W. EASTWOOD AVENUE
CHICAGO
IL
60625

Type or Classification
(B)

INDIVIDUALS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$50,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$50,000
DEPOSIT ON THE PURCHASE OF CONDO	04/01/2021	$5,000
DEPOSIT ON THE PURCHASE OF CONDO	04/15/2021	$45,000

Name and Address
(A)

VERSHA VIG

200 N. JEFFERSON ST. #2308
CHICAGO
IL
60661

Type or Classification
(B)

INDIVIDUAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$49,500
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$49,500
DEPOSIT ON THE PURCHASE OF CONDO	06/11/2021	$5,000
DEPOSIT ON THE PURCHASE OF CONDO	07/02/2021	$44,500

Name and Address
(A)

ZACHARY ZHANG & HUIRAN WANG

471 N. GREEN STREET, #3N
CHICAGO
IL
60642

Type or Classification
(B)

INDIVIDUALS

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$127,500
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$127,500
DEPOSIT ON THE PURCHASE OF CONDO	09/16/2021	$5,000
DEPOSIT ON THE PURCHASE OF CONDO	10/14/2021	$122,500

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES

FILE NUMBER: 016-412

Name and Address
(A)

ASHER, GITTLER & D'ALBA, LTD.

200 W JACKSON BLVD, STE 720
CHICAGO
IL
60606

Type or Classification
(B)

ATTORNEY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,894
Total of All Transactions with this Payee/Payer for This Schedule		$6,894

Name and Address
(A)

CHICAGO FEDERATION OF LABOR, AFL-CIO

180 N STETSON AVE, STE 1529
CHICAGO
IL
60601

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,334
Total of All Transactions with this Payee/Payer for This Schedule		$6,334

Name and Address
(A)

HINSHAW & CULBERTSON

151 N FRANKLIN ST, STE 2500
CHICAGO
IL
60606

Type or Classification
(B)

ATTORNEY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$18,312
Total Non-Itemized Transactions with this Payee/Payer		$16,068
Total of All Transactions with this Payee/Payer for This Schedule		$34,380
PROFESSIONAL SERVICES REGARDING EEOC ALLEGATIONS	03/31/2021	$5,194
PROFESSIONAL SERVICES REGARDING EEOC ALLEGATIONS	04/30/2021	$7,377
PROFESSIONAL SERVICES REGARDING EEOC ALLEGATIONS	06/02/2021	$5,741

Name and Address
(A)

JOHNSON & KROL, LLC

311 S. WACKER DRIVE #1050
CHICAGO
IL
60606

Type or Classification
(B)

ATTORNEY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$9,475
Total of All Transactions with this Payee/Payer for This Schedule		$9,475

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING

FILE NUMBER 016-412

Name and Address
(A)

LOCAL UNION 597 P.A.C. FUND

45 N. OGDEN AVENUE
CHICAGO
IL
60607

Type or Classification
(B)

PAC FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$676,969
Total Non-Itemized Transactions with this Payee/Payer		$46,520
Total of All Transactions with this Payee/Payer for This Schedule		$723,489
TRANSFER TO PAC FUND	01/14/2021	$15,725
TRANSFER TO PAC FUND	01/19/2021	$34,205
TRANSFER TO PAC FUND	02/11/2021	$12,395
TRANSFER TO PAC FUND	02/17/2021	$31,477
TRANSFER TO PAC FUND	03/11/2021	$13,258
TRANSFER TO PAC FUND	03/17/2021	$31,363
TRANSFER TO PAC FUND	04/13/2021	$20,279
TRANSFER TO PAC FUND	04/15/2021	$21,258
TRANSFER TO PAC FUND	04/22/2021	$16,530
TRANSFER TO PAC FUND	05/17/2021	$59,129
TRANSFER TO PAC FUND	06/10/2021	$16,121
TRANSFER TO PAC FUND	06/17/2021	$47,436
TRANSFER TO PAC FUND	07/13/2021	$19,245
TRANSFER TO PAC FUND	07/19/2021	$38,919
TRANSFER TO PAC FUND	08/12/2021	$14,256
TRANSFER TO PAC FUND	08/17/2021	$42,606
TRANSFER TO PAC FUND	09/15/2021	$31,554
TRANSFER TO PAC FUND	09/17/2021	$27,853
TRANSFER TO PAC FUND	10/12/2021	$17,330
TRANSFER TO PAC FUND	10/19/2021	$43,758
TRANSFER TO PAC FUND	11/12/2021	$10,106
TRANSFER TO PAC FUND	11/16/2021	$55,759
TRANSFER TO PAC FUND	12/15/2021	$22,985
TRANSFER TO PAC FUND	12/16/2021	$33,422

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS

FILE NUMBER: 016-412

There was no data found for this schedule.

SCHEDULE 18 - GENERAL OVERHEAD

FILE NUMBER: 016-412

Name and Address
(A)

ABM JANITORIAL SERVICES
74008829

CHICAGO
IL
60674

Type or Classification
(B)

JANITORIAL COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$72,134
Total Non-Itemized Transactions with this Payee/Payer		$142
Total of All Transactions with this Payee/Payer for This Schedule		$72,276
JANUARY 2021 JANITORIAL SERVICES	01/05/2021	$6,467
FEBRUARY 2021 JANITORIAL SERVICES	02/04/2021	$6,467
MARCH 2021 JANITORIAL SERVICES	03/08/2021	$6,467
APRIL 2021 JANITORIAL SERVICES	03/31/2021	$6,467
MAY 2021 JANITORIAL SERVICES	05/05/2021	$6,467
JUNE 2021 JANITORIAL SERVICES & RETRO INCREASE	05/17/2021	$6,752
JULY 2021 JANITORIAL SERVICES	07/06/2021	$6,609
AUGUST 2021 JANITORIAL SERVICES	08/10/2021	$6,609
SEPTEMBER 2021 JANITORIAL SERVICES	09/07/2021	$6,609
OCTOBER 2021 JANITORIAL SERVICES	10/05/2021	$6,610
DECEMBER 2021 JANITORIAL SERVICES	12/07/2021	$6,610

Name and Address
(A)

ADT COMMERCIAL
382109

PITTSBURGH
PA
15251

Type or Classification
(B)

ALARM MONITORING SERVICE

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,748
Total of All Transactions with this Payee/Payer for This Schedule		$5,748

Name and Address
(A)

AMALGAMATED BANK OF CHICAGO

30 N. LASALLE STREET
CHICAGO
IL
60602

Type or Classification
(B)

FINANCIAL INSTITUTION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$1,320,033
Total Non-Itemized Transactions with this Payee/Payer		$1,310
Total of All Transactions with this Payee/Payer for This Schedule		$1,321,343
CONSTRUCTION LOAN INTEREST	01/05/2021	$28,454
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	01/25/2021	$72,102
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	01/27/2021	$11,733
CONSTRUCTION LOAN INTEREST	02/02/2021	$26,056
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	02/24/2021	$72,102
MORT LOAN PYMT PRIN & INT, CONSTRUCT LOAN INTEREST	03/01/2021	$37,218
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	03/24/2021	$72,102
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	03/29/2021	$11,733
CONSTRUCTION LOAN INTEREST	04/01/2021	$28,397
MORT LOAN PYMT PRIN & INT, ACCT ANALYSIS FEES	04/26/2021	$72,137
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	04/27/2021	$11,733
CONSTRUCTION LOAN INTEREST	05/03/2021	$25,482
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	05/21/2021	$72,102
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	05/27/2021	$11,733
CONSTRUCTION LOAN INTEREST	06/01/2021	$24,655
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	06/24/2021	$72,102
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	06/28/2021	$11,733
CONSTRUCTION LOAN INTEREST	07/01/2021	$21,357
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	07/26/2021	$72,102
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	07/27/2021	$11,733
CONSTRUCTION LOAN INTEREST	08/03/2021	$29,979
CONSTRUCTION LOAN RENEWAL FEE	08/07/2021	$23,719
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	08/24/2021	$72,102
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	08/27/2021	$11,733
CONSTRUCTION LOAN INTEREST	09/01/2021	$18,672
MORT LOAN PYMT PRIN & INT, ACCT ANALYSIS FEES	09/24/2021	$72,137
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	09/27/2021	$11,733
CONSTRUCTION LOAN INTEREST	10/13/2021	$21,138
MORT LOAN PYMT PRIN & INT, ACCT ANALYSIS FEES	10/25/2021	$72,139
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	10/27/2021	$11,733
CONSTRUCTION LOAN INTEREST	10/29/2021	$21,842
MORT LOAN PYMT PRIN & INT, ACCT ANALYSIS FEES	11/24/2021	$72,137
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	11/29/2021	$11,734
CONSTRUCTION LOAN INTEREST	12/03/2021	$18,596
MORT LOAN PYMT PRIN & INT, ACCT ANALYSIS FEES	12/24/2021	$72,139
MORTGAGE LOAN PAYMENT PRINCIPAL & INTEREST	12/27/2021	$11,734

Name and Address
(A)

BERGLUND CONSTRUCTION

8410 S. CHICAGO AVENUE
CHICAGO
IL
60617

Type or Classification
(B)

GENERAL CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$14,374
Total of All Transactions with this Payee/Payer for This Schedule		$14,374

Name and Address
(A)

BOND BROTHERS & COMPANY

7826 W. 47TH STREET
LYONS
IL
60534

Type or Classification
(B)

PRINTING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$13,031
Total of All Transactions with this Payee/Payer for This Schedule		$13,031

Name and Address
(A)

BRADLEY SADOWSKI

465 N. GREEN ST, UNIT 1N
CHICAGO
IL
60642

Type or Classification
(B)

REAL ESTATE PROFESSIONAL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$32,285
Total of All Transactions with this Payee/Payer for This Schedule		$32,285

Name and Address
(A)

CALUMENT CITY PLUMBING COMPANY, INC.
150

CALUMET CITY
IL
60409

Type or Classification
(B)

PLUMBING CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,971
Total of All Transactions with this Payee/Payer for This Schedule		$5,971

Name and Address
(A)

COMCAST
3001

SOUTHEASTERN
PA
19398

Type or Classification
(B)

CABLE AND INTERNET COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$18,004
Total of All Transactions with this Payee/Payer for This Schedule		$18,004

Name and Address
(A)

COMMONWEALTH EDISON
6111

CAROL STREAM
IL
60197

Type or Classification
(B)

UTILITY COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$37,655
Total Non-Itemized Transactions with this Payee/Payer		$61,711
Total of All Transactions with this Payee/Payer for This Schedule		$99,366
MONTHLY USAGE	02/05/2021	$9,639
MONTHLY USAGE	07/20/2021	$7,200
MONTHLY USAGE	08/16/2021	$7,731
MONTHLY USAGE	12/15/2021	$13,085

Name and Address
(A)

CORPORATE CLEANING SERVICES

21 W. ELM STREET
CHICAGO
IL
60610

Type or Classification
(B)

WINDOW WASHING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,810
Total of All Transactions with this Payee/Payer for This Schedule		$6,810

Name and Address
(A)

CRANE & NORCROSS

2 N. LASALLE ST,, STE 900
CHICAGO
IL
60602

Type or Classification
(B)

ATTORNEY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$15,951
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$15,951
REAL ESTATE TAX APPEAL	01/18/2021	$15,951

Name and Address
(A)

DATA RESEARCH GROUP

433 E. DAVIS STREET #300
CULPEPER
VA
22701

Type or Classification
(B)

IT CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$19,185
Total Non-Itemized Transactions with this Payee/Payer		$20,837
Total of All Transactions with this Payee/Payer for This Schedule		$40,022
QTLY LICENSING & COMMUNICATION SERVICE, LEGAL SUPP	06/02/2021	$6,170
QTLY LICENSING & COMMUNICATION SERVICE, LEGAL SUPP	09/07/2021	$7,090
QTLY LICENSING & COMMUNICATION SERVICE	12/07/2021	$5,925

Name and Address
(A)

DATAMATION IMAGING

7700 GRIFFIN WAY
WILLOWBROOK
IL
60527

Type or Classification
(B)

DOCUMENT SCANNING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,593
Total of All Transactions with this Payee/Payer for This Schedule		$6,593

Name and Address
(A)

DOOR SYSTEMS
775828

CHICAGO
IL
60677

Type or Classification
(B)

DOOR REPAIR CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$37,835
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$37,835
REPAIRS AND MAINTENANCE - CONDO BUILDING	06/03/2021	$6,200
REPAIRS AND MAINTENANCE - CONDO BUILDING	07/06/2021	$11,785
GATE REPAIRS - CHICAGO PROPERTY	08/02/2021	$19,850

Name and Address
(A)

FIRST COMMUNICATIONS, LLC
772069

DETROIT
MI
48227

Type or Classification
(B)

TECHNOLOGY SOLUTIONS COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$18,567
Total of All Transactions with this Payee/Payer for This Schedule		$18,567

Name and Address
(A)

FIRST MERCHANTS BANK

200 E. JACKSON STREET
MUNCIE
IN
47305

Type or Classification
(B)

FINANCIAL INSTITUTION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$57,940
Total Non-Itemized Transactions with this Payee/Payer		$5,308
Total of All Transactions with this Payee/Payer for This Schedule		$63,248
LOAN INTEREST PAYMENT	02/02/2021	$25,179
LOAN INTEREST PAYMENT	03/01/2021	$16,533
LOAN INTEREST PAYMENT	04/01/2021	$9,549
LOAN INTEREST PAYMENT	05/03/2021	$6,679

Name and Address
(A)

FLOOD BROTHERS DISPOSAL
4560

CAROL STREAM
IL
60197

Type or Classification
(B)

GARBAGE DISPOSAL SERVICE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$10,643
Total of All Transactions with this Payee/Payer for This Schedule		$10,643

Name and Address
(A)

FP MAILING SOLUTIONS
157

BEDFORD PARK
IL
60499

Type or Classification
(B)

POSTAGE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,683
Total of All Transactions with this Payee/Payer for This Schedule		$6,683

Name and Address
(A)

GARVEY'S OFFICE PRODUCTS
5678

CAROL STREAM
IL
60197

Type or Classification
(B)

OFFICE SUPPLIES VENDOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$17,695
Total of All Transactions with this Payee/Payer for This Schedule		$17,695

Name and Address
(A)

HAYES MECHANICAL

5959 S. HARLEM AVENUE
CHICAGO
IL
60638

Type or Classification
(B)

MECHANICAL CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$46,016
Total Non-Itemized Transactions with this Payee/Payer		$19,981
Total of All Transactions with this Payee/Payer for This Schedule		$65,997
2021 HVAC PREVENTATIVE MAINTENANCE FEES, REPAIRS	01/18/2021	$19,845
HUMIDIFIER REPAIRS	03/12/2021	$5,757
10/21 - 9/22 BOILER PREVENTATIVE MAINTENANCE FEES	10/13/2021	$6,840
VARIOUS REAIRS	11/30/2021	$5,399
CONTROL VALVE INSTALLATION	12/15/2021	$8,175

Name and Address
(A)

HUBINGER LANDSCAPING CO.

210 E. 113TH AVENUE
CROWN POINT
IN
46307

Type or Classification
(B)

LANDSCAPE MAINTENANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$13,749
Total of All Transactions with this Payee/Payer for This Schedule		$13,749

Name and Address
(A)

KELLY APPRAISAL CONSULTANTS, INC.

2000 N RACINE AVE, STE 3400
CHICAGO
IL
60614

Type or Classification
(B)

APPRAISER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$7,300
Total Non-Itemized Transactions with this Payee/Payer		$3,250
Total of All Transactions with this Payee/Payer for This Schedule		$10,550
RENTAL ANALYSIS STUDIES	09/20/2021	$7,300

Name and Address
(A)

LAKEWOOD PAVING COMPANY

10748 CENTRAL AVENUE
CHICAGO RIDGE
IL
60415

Type or Classification
(B)

PAVEMENT MAINTENANCE SERVICES COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$23,162
Total of All Transactions with this Payee/Payer for This Schedule		$23,162

Name and Address
(A)

MATTHEW PAVING, INC.

5505 W. 109TH STREET
OAK LAWN
IL
60453

Type or Classification
(B)

GENERAL CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$161,820
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$161,820
PARKING LOT REPAVING AND CONCRETE WORK	05/28/2021	$161,820

Name and Address
(A)

MICHELLE VANCE

2925 BROXTON LANE
YORK
PA
17402

Type or Classification
(B)

INTERIOR DESIGNER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,888
Total Non-Itemized Transactions with this Payee/Payer		$3,308
Total of All Transactions with this Payee/Payer for This Schedule		$9,196
TRAVEL COSTS AND PLANS FOR CONDO UNIT UPGRADES	01/26/2021	$5,888

Name and Address
(A)

MONTANA INVESTMENTS LLC

852 SHARP DRIVE, UNIT N
SHOREWOOD
IL
60404

Type or Classification
(B)

LANDLORD

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$24,402
Total of All Transactions with this Payee/Payer for This Schedule		$24,402

Name and Address
(A)

MUCH SHELIST

191 N UPPER WACKER DR #1800
CHICAGO
IL
60606

Type or Classification
(B)

ATTORNEY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$53,310
Total Non-Itemized Transactions with this Payee/Payer		$21,911
Total of All Transactions with this Payee/Payer for This Schedule		$75,221
FEES - REVIEW OF CONSTRUCTION AND CONDO CONTRACTS	02/12/2021	$7,444
FEES - REVIEW OF CONSTRUCTION AND CONDO CONTRACTS	03/12/2021	$15,383
FEES - REVIEW OF CONSTRUCTION AND CONDO CONTRACTS	04/09/2021	$10,451
FEES - REVIEW OF CONSTRUCTION AND CONDO CONTRACTS	05/17/2021	$12,999
FEES - REVIEW OF CONSTRUCTION AND CONDO CONTRACTS	07/14/2021	$7,033

Name and Address
(A)

NICOR
5407

CAROL STREAM
IL
60197

Type or Classification
(B)

UTILITY COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$19,482
Total of All Transactions with this Payee/Payer for This Schedule		$19,482

Name and Address
(A)

NIPSCO
13007

MERRILLVILLE
IN
46411

Type or Classification
(B)

UTILITY COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$112,839
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$112,839
MONTHLY USAGE - INDIANA BUILDING	01/05/2021	$8,879
MONTHLY USAGE - INDIANA BUILDING	01/29/2021	$11,761
MONTHLY USAGE - INDIANA BUILDING	03/01/2021	$12,413
MONTHLY USAGE - INDIANA BUILDING	03/31/2021	$10,278
MONTHLY USAGE - INDIANA BUILDING	04/30/2021	$6,835
MONTHLY USAGE - INDIANA BUILDING	05/25/2021	$6,410
MONTHLY USAGE - INDIANA BUILDING	06/29/2021	$9,715
MONTHLY USAGE - INDIANA BUILDING	08/02/2021	$10,373
MONTHLY USAGE - INDIANA BUILDING	08/30/2021	$10,227
MONTHLY USAGE - INDIANA BUILDING	10/05/2021	$10,188
MONTHLY USAGE - INDIANA BUILDING	10/26/2021	$8,300
MONTHLY USAGE - INDIANA BUILDING	11/30/2021	$7,460

Name and Address
(A)

NITEL, INC.
4929

CAROL STREAM
IL
60122

Type or Classification
(B)

TELEPHONE AND DATA SERVICE PROVIDER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$11,441
Total of All Transactions with this Payee/Payer for This Schedule		$11,441

Name and Address
(A)

P CORWIN ROBERTSON III

1046 W. WASHINGTON BLVD.
OAK PARK
IL
60302

Type or Classification
(B)

REAL ESTATE AGENT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$8,936
Total of All Transactions with this Payee/Payer for This Schedule		$8,936

Name and Address
(A)

PEOPLES GAS
2968

MILWAUKEE
WI
53201

Type or Classification
(B)

UTILITY COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$20,252
Total of All Transactions with this Payee/Payer for This Schedule		$20,252

Name and Address
(A)

PIPE FITTERS' TRAINING FUND, LOCAL 597

10850 W. 187TH STREET
MOKENA
IL
60448

Type or Classification
(B)

TAFT-HARTLEY TRUST FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$11,971
Total of All Transactions with this Payee/Payer for This Schedule		$11,971

Name and Address
(A)

PIPE FITTERS' WELFARE FUND, LOCAL 597

45 N. OGDEN AVENUE
CHICAGO
IL
60607

Type or Classification
(B)

TAFT-HARTLEY TRUST FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$16,200
Total Non-Itemized Transactions with this Payee/Payer		$5,464
Total of All Transactions with this Payee/Payer for This Schedule		$21,664
REIMBURSEMENT FOR SHARED ALLOCATED COSTS	04/08/2021	$5,400
REIMBURSEMENT FOR SHARED ALLOCATED COSTS	06/18/2021	$5,400
REIMBURSEMENT FOR SHARED ALLOCATED COSTS	12/15/2021	$5,400

Name and Address
(A)

PIPEFITTERS CLASS ACTION SETTLEMENT TRUST FUND

6020 S. UNIVERSITY AVENUE
CHICAGO
IL
60637

Type or Classification
(B)

CLASS ACTION SETTLEMENT TRUST FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$3,000,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$3,000,000
CLASS ACTION SETTLEMENT PAYMENT	01/20/2021	$3,000,000

Name and Address
(A)

PRAIRIE SHORES PROPERTY MANAGEMENT LLC

700 N. SACRAMENTO BLVD #351
CHICAGO
IL
60612

Type or Classification
(B)

PROPERTY MANAGEMENT COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$60,922
Total Non-Itemized Transactions with this Payee/Payer		$23,361
Total of All Transactions with this Payee/Payer for This Schedule		$84,283
MONTHLY ASSOCIATION FEES FOR UNSOLD PROPERTIES	03/01/2021	$37,160
MONTHLY ASSOCIATION FEES FOR UNSOLD PROPERTIES	03/25/2021	$7,317
MONTHLY ASSOCIATION FEES FOR UNSOLD PROPERTIES	04/30/2021	$6,081
MONTHLY ASSOCIATION FEES FOR UNSOLD PROPERTIES	06/22/2021	$5,182
MONTHLY ASSOCIATION FEES FOR UNSOLD PROPERTIES	06/24/2021	$5,182

Name and Address
(A)

SINGLE CLICK IT INC.

405 DALTON AVENUE
MUNDELEIN
IL
60060

Type or Classification
(B)

IT CONSULTANT

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,136
Total Non-Itemized Transactions with this Payee/Payer		$25,213
Total of All Transactions with this Payee/Payer for This Schedule		$30,349
MARCH 2021 SERVICE, INDIANA BLDG FIREWALL UPGRADE	03/01/2021	$5,136

Name and Address
(A)

SULLIVAN GOULETTE & WILSON ARC.

444 N MICHIGAN AVE,STE 1850
CHICAGO
IL
60611

Type or Classification
(B)

ARCHITECTURAL FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$26,563
Total Non-Itemized Transactions with this Payee/Payer		$7,458
Total of All Transactions with this Payee/Payer for This Schedule		$34,021
JANUARY 2021 ARCHITECTURAL SVCS FOR CONDO BUILDING	02/12/2021	$8,807
MARCH 2021 ARCHITECTURAL SVCS FOR CONDO BUILDING	04/16/2021	$10,443
OCT/NOV 2021 ARCHITECTURAL SVCS FOR CONDO BUILDING	12/01/2021	$7,313

Name and Address
(A)

THE CLEANING CREW

469 W. 300 S.
VALPARAISO
IN
46385

Type or Classification
(B)

JANITORIAL COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$83,840
Total of All Transactions with this Payee/Payer for This Schedule		$83,840

Name and Address
(A)

THERMFLO

875 BUSCH PARKWAY
BUFFALO GROVE
IL
60089

Type or Classification
(B)

THERMAL MANAGEMENT COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,661
Total Non-Itemized Transactions with this Payee/Payer		$3,166
Total of All Transactions with this Payee/Payer for This Schedule		$8,827
GOLD SERVICE MAINTENANCE AGREEMENT AND INSPECTION	06/09/2021	$5,661

Name and Address
(A)

TOTAL ELECTRIC, INC.

16308 S. 107TH AVENUE
ORLAND PARK
IL
60467

Type or Classification
(B)

ELECTRICAL CONTRACTOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$32,361
Total Non-Itemized Transactions with this Payee/Payer		$8,051
Total of All Transactions with this Payee/Payer for This Schedule		$40,412
MISC. ELECTRICAL MAINTENANCE WORK	06/09/2021	$14,984
MISC. ELECTRICAL MAINTENANCE WORK	07/26/2021	$10,037
MISC. ELECTRICAL MAINTENANCE WORK	10/20/2021	$7,340

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 19 - UNION ADMINISTRATION

FILE NUMBER: 016-412

Name and Address
(A)

AMALGAMATED BANK OF CHICAGO

30 N. LASALLE STREET
CHICAGO
IL
60602

Type or Classification
(B)

FINANCIAL INSTITUTION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,377
Total of All Transactions with this Payee/Payer for This Schedule		$5,377

Name and Address
(A)

BOND BROTHERS & COMPANY

7826 W. 47TH STREET
LYONS
IL
60534

Type or Classification
(B)

PRINTING COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,522
Total Non-Itemized Transactions with this Payee/Payer		$6,815
Total of All Transactions with this Payee/Payer for This Schedule		$12,337
ENVELOPES AND LETTERHEAD	02/17/2021	$5,522

Name and Address
(A)

CHARLESTON PLACE HOTEL

205 MEETING STREET
CHARLESTON
SC
29401

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,499
Total of All Transactions with this Payee/Payer for This Schedule		$5,499

Name and Address
(A)

HILTON HOTEL

1775 E. MISSION BAY DRIVE
SAN DIEGO
CA
92109

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$6,142
Total of All Transactions with this Payee/Payer for This Schedule		$6,142

Name and Address
(A)

JOHNSON & KROL, LLC

311 S WACKER DRIVE STE 1050
CHICAGO
IL
60606

Type or Classification
(B)

ATTORNEY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,949
Total Non-Itemized Transactions with this Payee/Payer		$36,519
Total of All Transactions with this Payee/Payer for This Schedule		$42,468
DISCRIMINATION (EEOC) CLAIMS & OTHER MATTERS	08/20/2021	$5,949

Name and Address
(A)

LEGACY PROFESSIONALS LLP

4 WESTBROOK CORPORATE CTR
WESTCHESTER
IL
60154

Type or Classification
(B)

ACCOUNTING FIRM

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$51,250
Total Non-Itemized Transactions with this Payee/Payer		$2,179
Total of All Transactions with this Payee/Payer for This Schedule		$53,429
2020 AUDIT/ACCOUNTING SERVICES	03/30/2021	$25,625
2020 AUDIT/ACCOUNTING SERVICES	06/15/2021	$25,625

Name and Address
(A)

LOCAL UNION 130

1340 W. WASHINGTON BLVD.
CHICAGO
IL
60607

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,410
Total of All Transactions with this Payee/Payer for This Schedule		$7,410

Name and Address
(A)

LOCAL UNION 23

4525 BOEING DRIVE
ROCKFORD
IL
61109

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,599
Total of All Transactions with this Payee/Payer for This Schedule		$5,599

Name and Address
(A)

LOCAL UNION 25

4600 46TH AVENUE
ROCK ISLAND
IL
61201

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$15,430
Total of All Transactions with this Payee/Payer for This Schedule		$15,430

Name and Address
(A)

LOCAL UNION 601

3300 S. 103RD STREET
MILWAUKEE
WI
53227

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$6,737
Total Non-Itemized Transactions with this Payee/Payer		$17,005
Total of All Transactions with this Payee/Payer for This Schedule		$23,742
TRAVEL CARD WORK WAGE ASSESSMENT	12/20/2021	$6,737

Name and Address
(A)

LOCAL UNION 653

116 S. CHESTNUT STREET
CENTRALIA
IL
62801

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$7,523
Total of All Transactions with this Payee/Payer for This Schedule		$7,523

Name and Address
(A)

LOCAL UNION 798
470798

TULSA
OK
74147

Type or Classification
(B)

LABOR ORGANIZATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$41,670
Total Non-Itemized Transactions with this Payee/Payer		$3,343
Total of All Transactions with this Payee/Payer for This Schedule		$45,013
TRAVEL CARD WORK WAGE ASSESSMENT	02/18/2021	$7,221
TRAVEL CARD WORK WAGE ASSESSMENT	06/18/2021	$6,233
TRAVEL CARD WORK WAGE ASSESSMENT	09/15/2021	$16,197
TRAVEL CARD WORK WAGE ASSESSMENT	12/20/2021	$12,019

Name and Address
(A)

MECHANICAL CONTRACTORS ASSOCIATION

7065 VETERANS BLVD.
BURR RIDGE
IL
60527

Type or Classification
(B)

EMPLOYER ASSOCIATION

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$8,000
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$8,000
5 CONFERENCE REGISTRATIONS	09/16/2021	$8,000

Name and Address
(A)

PIPE FITTERS' LOCAL UNION 597 FRINGE BENEFIT FUND
94455

CHICAGO
IL
60690

Type or Classification
(B)

TAFT-HARTLEY TRUST FUND

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$112,128
Total Non-Itemized Transactions with this Payee/Payer		$1,682
Total of All Transactions with this Payee/Payer for This Schedule		$113,810
TRAINING FUND CONTRIBUTIONS	01/14/2021	$9,531
TRAINING FUND CONTRIBUTIONS	02/12/2021	$9,531
TRAINING FUND CONTRIBUTIONS	03/12/2021	$9,531
TRAINING FUND CONTRIBUTIONS	04/15/2021	$9,531
TRAINING FUND CONTRIBUTIONS	05/14/2021	$9,531
TRAINING FUND CONTRIBUTIONS	06/15/2021	$9,531
TRAINING FUND CONTRIBUTIONS	07/14/2021	$8,970
TRAINING FUND CONTRIBUTIONS	08/13/2021	$8,970
TRAINING FUND CONTRIBUTIONS	09/15/2021	$8,970
TRAINING FUND CONTRIBUTIONS	10/14/2021	$8,970
TRAINING FUND CONTRIBUTIONS	11/12/2021	$9,531
TRAINING FUND CONTRIBUTIONS	12/15/2021	$9,531

Name and Address
(A)

STARS & STRIPES SILK SCREENING

7560 W. 100TH PLACE
BRIDGEVIEW
IL
60455

Type or Classification
(B)

PROMOTIONAL ITEMS SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$5,022
Total Non-Itemized Transactions with this Payee/Payer		$4,620
Total of All Transactions with this Payee/Payer for This Schedule		$9,642
LAPEL PINS FOR MEMBERS	09/27/2021	$5,022

Name and Address
(A)

STRIPE

185 BERRY ST, STE 550
SAN FRANCISCO
CA
94107

Type or Classification
(B)

CREDIT CARD PROCESSOR

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$12,666
Total Non-Itemized Transactions with this Payee/Payer		$145,574
Total of All Transactions with this Payee/Payer for This Schedule		$158,240
CREDIT CARD PROCESSING FEES	01/04/2021	$7,267
CREDIT CARD PROCESSING FEES	02/09/2021	$5,399

Name and Address
(A)

TALKING STICK RESORT

9800 TALKING STICK WAY
SCOTTSDALE
AZ
85256

Type or Classification
(B)

HOTEL

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer
Total Non-Itemized Transactions with this Payee/Payer		$5,099
Total of All Transactions with this Payee/Payer for This Schedule		$5,099

Name and Address
(A)

THE HARTFORD
660916

DALLAS
TX
75266

Type or Classification
(B)

INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$116,151
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$116,151
PROPERTY, COMMERCIAL, WORKERS COMP AND UMBRELLA	01/05/2021	$35,108
PROPERTY, COMMERCIAL, WORKERS COMP AND UMBRELLA	04/23/2021	$23,153
PROPERTY, COMMERCIAL, WORKERS COMP AND UMBRELLA	07/26/2021	$23,307
PROPERTY, COMMERCIAL, WORKERS COMP AND UMBRELLA	11/30/2021	$34,583

Name and Address
(A)

THE PROMO AGENCY
640814

CINCINNATI
OH
45264

Type or Classification
(B)

PROMOTIONAL ITEMS SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$24,648
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$24,648
DRINK COOLIES, POUCHES & SHIRTS FOR CONVENTION	08/30/2021	$7,302
SHIRTS FOR CONVENTION	09/07/2021	$17,346

Name and Address
(A)

TRUEBALLOT, INC.

3 BETHESDA METRO CTR #700
BETHESDA
MD
20814

Type or Classification
(B)

ELECTION SERVICES COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$30,509
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$30,509
2021 ELECTION EQUIPMENT AND SUPPLIES	08/10/2021	$30,509

Name and Address
(A)

UNLIMITED GRAPHICS, INC.
10

LACENTER
KY
42056

Type or Classification
(B)

PROMOTIONAL ITEMS SUPPLIER

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$11,596
Total Non-Itemized Transactions with this Payee/Payer		$0
Total of All Transactions with this Payee/Payer for This Schedule		$11,596
LAPEL PINS FOR CONVENTION	08/16/2021	$11,596

Name and Address
(A)

USI MIDWEST-CHICAGO
62889

VIRGINIA BEACH
VA
23466

Type or Classification
(B)

INSURANCE COMPANY

Purpose (C)	Date (D)	Amount (E)
Total Itemized Transactions with this Payee/Payer		$34,237
Total Non-Itemized Transactions with this Payee/Payer		$2,660
Total of All Transactions with this Payee/Payer for This Schedule		$36,897
PROFESSIONAL LIABILITY INSURANCE	06/03/2021	$34,237

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

SCHEDULE 20 - BENEFITS

FILE NUMBER: 016-412

Description (A)	To Whom Paid (B)	Amount (C)
Total of all lines above (Total will be automatically entered in Item 55.)		$2,526,302
HEALTH AND WELFARE CONTRIBUTIONS	TRUST (LOCAL UNION)	$546,629
PENSION CONTRIBUTIONS	TRUST (ASSOCIATION)	$1,061,694
PENSION CONTRIBUTIONS	TRUST (LOCAL UNION)	$388,346
PENSION CONTRIBUTIONS	TRUST (LOCAL UNION)	$448,128
SICK BENEFITS	MEMBERS	$130
DEATH BENEFITS	MEMBERS' BENEFICIARIES	$81,375

Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)

69. ADDITIONAL INFORMATION SUMMARY

FILE NUMBER: 016-412

Item 71 Title: THE CONSTITUTION AND BY-LAWS STATE THAT THE CHIEF FINANCIAL OFFICER OF THE LOCAL IS THE FINANCIAL SECRETARY TREASURER.

Question 10: PIPE FITTERS' RETIREMENT FUND, LOCAL 597 45 N. OGDEN AVENUE CHICAGO, IL 60607 EIN 62-6105084 PLAN NO. 001 PROVIDES PENSION BENEFITS FOR MEMBERS. FILES ANNUAL FORM 5500 WITH EBSA OF THE DEPARTMENT OF LABOR. PIPE FITTERS' WELFARE FUND, LOCAL 597 45 N. OGDEN AVENUE CHICAGO, IL 60607 EIN 36-2141703 PLAN NO. 501 PROVIDES HEALTH AND WELFARE BENEFITS FOR MEMBERS. FILES ANNUAL FORM 5500 WITH EBSA OF THE DEPARTMENT OF LABOR AND FILES ANNUAL FORM 990 WITH THE INTERNAL REVENUE SERVICE. PIPE FITTERS' INDIVIDUAL ACCOUNT AND 401(K) PLAN, LOCAL 597 45 N. OGDEN AVENUE CHICAGO, IL 60607 EIN 36-1820310 PLAN NO. 002 PROVIDES DEFINED CONTRIBUTION RETIREMENT BENEFITS FOR MEMBERS. FILES ANNUAL FORM 5500 WITH EBSA OF THE DEPARTMENT OF LABOR. PLUMBING AND HEATING WHOLESALERS RETIREMENT INCOME PLAN FOR THE BENEFIT OF SHOPMEN'S DIVISION OF PIPE FITTERS' ASSOCIATION, LOCAL UNION 597 45 N. OGDEN AVENUE CHICAGO, IL 60607 EIN 36-6511016 PLAN NO. 001 PROVIDES PENSION BENEFITS FOR MEMBERS IN THE INDUSTRY. FILES ANNUAL FORM 5500 WITH EBSA OF THE DEPARTMENT OF LABOR. PIPE FITTERS' TRAINING FUND, LOCAL 597 10850 W. 187TH STREET MOKENA, IL 60448 EIN 36-2536349 PLAN NO. 501 PROVIDES EDUCATION AND TRAINING TO APPRENTICES AND LOCAL 597 MEMBERS. FILES ANNUAL FORM 5500 WITH EBSA OF THE DEPARTMENT OF LABOR AND FILES ANNUAL FORM 990 WITH THE INTERNAL REVENUE SERVICE.

Question 11(a):

Question 11(a): : : : THE PIPE FITTERS' LOCAL 597 POLITICAL ACTION COMMITTEE. THIS COMMITTEE FILES REPORTS WITH THE ILLINOIS STATE BOARD OF ELECTIONS (FID 2405) QUARTERLY AND PERIODICALLY WITH THE STATE OF INDIANA ELECTION COMMISSION (FILE NO. 5498). THE FINANCIAL ACTIVITIES OF THIS COMMITTEE ARE NOT INCLUDED IN THIS LM-2 FILING.

Question 11(b):

Question 11(b): : : : 14 N. BISHOP LLC, A SINGLE-MEMBER LLC, FOR THE PURPOSE OF DEVELOPING AND SELLING PROPERTY OWNED BY THE LOCAL. THE FINANCIAL ACTIVITIES OF THIS ENTITY ARE INCLUDED IN THIS LM-2 FILING.

Question 12: LEGACY PROFESSIONALS LLP

Question 15: DURING THE CURRENT REPORTING PERIOD, THE LOCAL TRADED IN 7 AUTOMOBILES WITH A COST OF $254,579 AND A BOOK VALUE OF $116,493 TOWARD THE PURCHASE OF NEW AUTOMOBILES. THE TRADE-IN ALLOWANCE OF THE OLD AUTOMOBILES WAS $163,500. TO ENCOURAGE AND PROMOTE UNITY WITHIN THE LOCAL, IT IS THE PRACTICE OF THE LOCAL TO OCCASIONALLY GIVE AWAY UNION IMPRINTED PROMOTIONAL ITEMS AND OTHER HOLIDAY ITEMS OF MINIMAL COST TO MEMBERS/EMPLOYEES. IT IS NOT PRACTICAL TO SPECIFICALLY IDENTIFY THE RECIPIENTS OF THESE ITEMS. THE ESTIMATED COST OF PROMOTIONAL ITEMS GIVEN TO MEMBERS/EMPLOYEES DURING THE CURRENT REPORTING PERIOD WAS $13,400. ALSO DURING THE CURRENT REPORTING PERIOD, THE LOCAL GAVE AWAY PROMOTIONAL ITEMS TO ATTENDEES AT THE 40TH CONVENTION OF THE UNITED ASSOCIATION WITH AN ESTIMATED COST OF $38,700.

Question 16: THE COLLATERAL PLEDGED BY THE LOCAL FOR A MORTGAGE LOAN ON PROPERTY LOCATED IN AURORA, ILLINOIS CONSISTS OF THE LAND AND BUILDING LOCATED AT 1295 BUTTERFIELD ROAD, AURORA, ILLINOIS AND ALL RENTS ASSOCIATED WITH THE SAME PROPERTY. THE COLLATERAL PLEDGED BY THE LOCAL FOR A MORTGAGE LOAN ON PROPERTY LOCATED IN CROWN POINT, INDIANA CONSISTS OF THE LAND AND BUILDING LOCATED AT 10100 GEORGIA STREET, CROWN POINT, INDIANA AND ALL RENTS ASSOCIATED WITH THE SAME PROPERTY. THE COLLATERAL PLEDGED BY THE LOCAL FOR THE CONSTRUCTION LOAN CONSISTS OF LAND AND BUILDING LOCATED AT 14 N. BISHOP AVENUE, 45 N. OGDEN AVENUE AND 1446-1448 MADISON STREET, CHICAGO, ILLINOIS AND ALL RENTS ASSOCIATED WITH THESE SAME PROPERTIES.

Schedule 9, Row3:::PURSUANT TO THE PAYCHECK PROTECTION PROGRAM AND AS AUTHORIZED THROUGH THE CARES ACT, THE LOCAL'S REQUEST FOR FORGIVENESS WAS ACCEPTED BY THE SMALL BUSINESS ADMINISTRATION DURING THE REPORTING PERIOD.

Schedule 13, Row1:::APPRENTICES ARE INDIVIDUALS WHO ARE LEARNING THE TRADE THROUGH FIELD EXPERIENCE AS WELL AS CLASSROOM STUDY. THEY ATTEND SCHOOL ONCE A WEEK AND WILL COMPLETE THEIR TRAINING AT THE END OF 5 YEARS, AT WHICH TIME THEY WILL ACHIEVE JOURNEYMAN STATUS. APPRENTICES PAY A DUES STRUCTURE OF $192 PER QUARTER AS WELL AS AN ASSESSMENT OF 2% OF THE APPRENTICES WORKING WAGE RATE. APPRENTICES ALSO PAY A PER QUARTER INITIATION FEE BEGINNING IN THE 3RD YEAR. 4TH AND 5TH YEAR APPRENTICES HAVE FULL VOTING RIGHTS.

Schedule 13, Row2:::JOURNEYMEN ARE INDIVIDUALS WHO HAVE SERVED A 4 TO 5 YEAR APPRENTICESHIP, OR INDIVIDUALS WHO HAVE CERTAIN SKILLS UNIQUE TO THE INDUSTRY AND HAVE ACHIEVED JOURNEYMAN STATUS THROUGH THE PERMIT SYSTEM. ALL JOURNEYMEN POSSESS THE SKILLS AND KNOWLEDGE TO BE PROFICIENT IN ALL ASPECTS OF THE PIPING INDUSTRY. THIS INCLUDES WELDING, RIGGING, INITIAL PIPING INSTALLATIONS, AND SERVICE AND MAINTENANCE. JOURNEYMEN PAY $246 PER QUARTER IN DUES, AS WELL AS A WORKING ASSESSMENT OF 2% OF THE JOURNEYMAN'S WORKING WAGE RATE. JOURNEYMAN HAVE FULL VOTING RIGHTS.

Schedule 13, Row3:::SHOP PERMITS ARE INDIVIDUALS WORKING FOR A UNION CONTRACTOR BUT ARE NOT INITIATED MEMBERS OF THE ASSOCIATION. SHOP PERMIT INDIVIDUALS PAY PER MONTH PERMIT FEES.

Schedule 13, Row3:::SHOP PERMIT INDIVIDUALS DO NOT HAVE VOTING RIGHTS.

Schedule 13, Row4:::BUILDING TRADES JOURNEYMAN PERMIT ARE INDIVIDUALS RECEIVING JOURNEYMAN'S WAGES BUT ARE NOT UNION MEMBERS. THESE INDIVIDUALS PAY PER MONTH PERMIT FEES.

Schedule 13, Row4:::BUILDING TRADES JOURNEYMAN PERMIT INDIVIDUALS DO NOT HAVE VOTING RIGHTS.

Schedule 13, Row5:::METAL TRADES JOURNEYMAN PERMIT ARE INDIVIDUALS WORKING IN THIS FIELD AND RECEIVING JOURNEYMAN'S WAGES BUT ARE NOT UNION MEMBERS. THESE INDIVIDUALS PAY PER MONTH PERMIT FEES.

Schedule 13, Row5:::METAL TRADES JOURNEYMAN PERMIT INDIVIDUALS DO NOT HAVE VOTING RIGHTS.

Schedule 13, Row6:::METAL TRADES SHOP IS A MEMBER WHO IS WORKING IN THE APPLIANCE FIELD FOR A UNION CONTRACTOR. THESE MEMBERS PAY DUES OF $181 PER QUARTER. METAL TRADES SHOP MEMBERS HAVE FULL VOTING RIGHTS.

Schedule 13, Row7:::WAREHOUSEMEN ARE MEMBERS WORKING FOR PIPING SUPPLY HOUSES. THESE MEMBERS PAY DUES OF $30 PER MONTH. WAREHOUSEMEN MEMBERS HAVE FULL VOTING RIGHTS.

Schedule 13, Row8:::METAL TRADES SERVICE ARE MEMBERS WORKING IN THE SERVICE SECTOR FOR UNION CONTRACTORS. THESE MEMBERS PAY DUES OF $196 PER QUARTER. METAL TRADES SERVICE MEMBERS HAVE FULL VOTING RIGHTS.

Schedule 13, Row9:::THERMAL CARE PERMIT ARE INDIVIDUALS WHO ARE MEMBERS OF A DIFFERENT UA LOCAL. THEY WORK AT THERMAL CARE AND ARE ON APPLIANCE FITTER PERMITS. THERMAL CARE PERMIT INDIVIDUALS PAY MONTHLY DUES.

Schedule 13, Row9:::THERMAL CARE PERMIT INDIVIDUALS DO NOT HAVE VOTING RIGHTS.

Schedule 13, Row10:::LIFE MEMBERS ARE MEMBERS WHO OBTAINED 50 YEARS OF CONTINUOUS SERVICE. THEY PAY NO DUES AND HAVE FULL VOTING RIGHTS.

Schedule 13, Row11:::RETIREES ARE NON-ACTIVE MEMBERS WHO PAY NO UNION DUES. RETIREES RETAIN ALL VOTING RIGHTS AFTER RETIREMENT.

General Information: SCHEDULE 6, COLUMN (E) - FAIR VALUE: THE LOCAL HAS NO POLICY FOR PERIODICALLY APPRAISING ITS ASSETS TO DETERMINE THEIR FAIR VALUE. THE LOCAL HAD THEIR LAND AND BUILDING LOCATED AT 45 N. OGDEN AVENUE, CHICAGO, ILLINOIS APPRAISED IN OCTOBER 2018 AND THE APPRAISED VALUE HAS BEEN REPORTED AS THE FAIR VALUE ON SCHEDULE 6. THE BOOK VALUE OF THE LOCALS REMAINING ASSETS HAVE BEEN REPORTED AS A GOOD FAITH ESTIMATE OF THE FAIR VALUE. DEPRECIATION EXPENSE: BUILDING AND BUILDING IMPROVEMENTS TOTAL $980,855, AUTOMOBILES TOTALED $186,223, OFFICE FURNITURE AND EQUIPMENT TOTALED $69,700, LEASEHOLD IMPROVEMENTS TOTALED $69,445. DEPRECIATION EXPENSE FOR THE CURRENT REPORTING PERIOD TOTALED $1,306,223. SCHEDULES 11 AND 12, ITEMS 50-54: IT IS NOT PRACTICAL TO MAKE A PRECISE DISTRIBUTION OF AUTOMOBILE OPERATING EXPENSES NOT PAID DIRECTLY TO OFFICERS AND EMPLOYEES AND INCLUDED IN COLUMN (F) AND COLUMN (G). HOWEVER, AN ALLOCATION OF SUCH EXPENSES HAS BEEN MADE IN ACCORDANCE WITH IRS REPORTING RULES. IF UNION OWNED AUTOMOBILES WERE USED 50% OR LESS FOR BUSINESS PURPOSES BY IRS REPORTING STANDARDS, THE REMAINDER IS TREATED AS IF IT WERE PERSONAL USE AND IS REPORTED IN COLUMN (G). IRS STANDARDS SHOULD NOT NECESSARILY BE CONSIDERED AS THE ACTUAL BUSINESS USE OF AN AUTOMOBILE. ITEM 64: THIS ITEM REFLECTS ONLY DISBURSEMENTS ON BEHALF OF INDIVIDUAL MEMBERS FOR OTHER THAN NORMAL OPERATING PURPOSES. ALL OF OUR EXPENSES BENEFIT THE ENTIRE UNION MEMBERSHIP AND INDIVIDUALS ARE NOT NORMALLY SINGLED OUT FOR SPECIAL PURPOSES. SCHEDULE 10, OTHER LIABILITIES: DURING THE CURRENT REPORTING PERIOD, $6,000 OF EARNEST MONEY DEPOSITS WERE WRITTEN OFF. THEREFORE, THERE IS NO CORRESPONDING CASH DISBURSEMENT FOR THE REDUCTION OF THIS LIABILITY. SCHEDULE 11: DURING THE CURRENT REPORTING PERIOD, RECORDING SECRETARY THOMAS KOTEL RETIRED AND FORMER BUSINESS AGENT DENNIS HAHNEY JR. WAS APPOINTED TO FILL THE VACANCY. ADDITIONALLY, SCOTT PEREZ WAS APPOINTED TO BUSINESS AGENT TO FILL THE VACANCY LEFT BY DENNIS HAHNEY JR.



Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)