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Object ID: 202241269349301854 - Rendered 2025-01-19
TIN: 94-6398561
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
20
Open to Public Inspection
Name of the organization
UA LOCAL 38 JURY DUTY TRUST FUND
Employer identification number
94-6398561
Part I
Identification of Disregarded Entities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Total income
(e)
End-of-year assets
(f)
Direct controlling
entity
Part II
Identification of Related Tax-Exempt Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))
(f)
Direct controlling
entity
(g)
Section 512(b)(13) controlled entity?
Yes
No
(1)
UA LOCAL 38 VACATION TRUST FUND
1621 MARKET ST SUITE 400
SAN FRANCISCO
,
CA
94103
23-7057766
PROVIDE BENEFITS TO THE PLAN'S PARTICIPANTS.
CA
501(C)(9)
N/A
N/A
No
(2)
UA LOCAL 38 DEFINED BENEFIT PENSION
1621 MARKET ST SUITE 400
SAN FRANCISCO
,
CA
94103
94-1285319
PROVIDE BENEFITS TO THE PLAN'S PARTICIPANTS.
CA
501(A)
N/A
N/A
No
(3)
UA LOCAL 38 APPRENTICE TRAINING TRUST
1621 MARKET ST SUITE 400
SAN FRANCISCO
,
CA
94103
23-7010420
PROVIDE TRAINING BENEFITS TO THE PLAN'S PARTICIPANTS.
CA
501 (C)(3)
2
N/A
No
(4)
UA LOCAL 38 SCHOLARSHIP TRUST FUND
1621 MARKET ST SUITE 400
SAN FRANCISCO
,
CA
94103
94-6398562
PROVIDE SCHOLARSHIP BENEFITS TO THE PLAN'S PARTICIPANTS.
CA
501 (C)(9)
N/A
N/A
No
(5)
UA LOCAL 38 HEALTH & WELFARE TRUST FUND
1621 MARKET ST SUITE 400
SAN FRANCISCO
,
CA
94103
94-1285319
PROVIDE BENEFITS TO THE PLAN'S PARTICIPANTS.
CA
501 (C)(9)
N/A
N/A
No
(6)
UA LOCAL 38 GROUP SUPPLEMENTAL UNEMPLOYMENT BENEFITS TRUST FUND
1621 MARKET ST SUITE 400
SAN FRANCISCO
,
CA
94103
94-6398563
PROVIDE BENEFITS TO THE PLAN'S PARTICIPANTS.
CA
501 (C)(9)
N/A
N/A
No
(7)
UNITED ASSOCIATION OF JOURNEYMEN & 38 PPF
1621 MARKET ST
SAN FRANCISCO
,
CA
94103
94-1073900
LABOR UNION (SPONSOR OF VEBA)
CA
501 (C)(5)
N/A
N/A
No
(8)
UA LOCAL 38 CHILDCARE TRUST FUND
1621 MARKET ST SUITE 400
SAN FRANCISCO
,
CA
94103
85-6255785
PROVIDE CHILDCARE BENEFITS TO THE PLAN'S PARTICIPANTS.
CA
501 (C)(9)
N/A
N/A
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page
2
Part III
Identification of Related Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes
No
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page
3
Part V
Transactions With Related Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1
During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a
Receipt of
(i)
interest,
(ii)
annuities,
(iii)
royalties, or
(iv)
rent from a controlled entity
.....................
1a
No
b
Gift, grant, or capital contribution to related organization(s)
............................
1b
No
c
Gift, grant, or capital contribution from related organization(s)
............................
1c
No
d
Loans or loan guarantees to or for related organization(s)
............................
1d
No
e
Loans or loan guarantees by related organization(s)
............................
1e
No
f
Dividends from related organization(s)
............................
1f
No
g
Sale of assets to related organization(s)
............................
1g
No
h
Purchase of assets from related organization(s)
............................
1h
No
i
Exchange of assets with related organization(s)
............................
1i
No
j
Lease of facilities, equipment, or other assets to related organization(s)
.......................
1j
No
k
Lease of facilities, equipment, or other assets from related organization(s)
......................
1k
No
l
Performance of services or membership or fundraising solicitations for related organization(s)
.....................
1l
No
m
Performance of services or membership or fundraising solicitations by related organization(s)
.................
1m
No
n
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
...................
1n
No
o
Sharing of paid employees with related organization(s)
............................
1o
No
p
Reimbursement paid to related organization(s) for expenses
............................
1p
No
q
Reimbursement paid by related organization(s) for expenses
............................
1q
No
r
Other transfer of cash or property to related organization(s)
............................
1r
No
s
Other transfer of cash or property from related organization(s)
............................
1s
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page
4
Part VI
Unrelated Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)
(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income
(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Yes
No
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page
5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference
Explanation
SCHEDULE R, IDENTIFICATION OF REALTED ORGANIZATIONS:
THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JUNE 30, 2021, THERE ARE APPROXIMATELY 150 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PART II THROUGH IV BY FEDERAL TAX CLASSIFICATION. ABCO MECHANICAL CONTRACTORS ABM BUILDING & ENERGY SOLUTIONS ACCEL AIR SYSTEMS INC ACCO ENGINEERED SYSTEMS ADVANCED PNEUMATIC TUBES INC AIR CONDITIONING SOLUTIONS AIR SYSTEMS INC AIR SYSTEMS SERVICE AND CONSTRUCTION AIRCO MECHANICAL INC ALL TEMPERATURE SERVICE AIR CONDITIONING ALLIED HEATING & AIR ALPINE MECHANICAL SERVICE CO INC. AMAZON MECHANICAL AMORES PLUMBING COMPANY INC ANDERSON ROWE & BUCKLEY APPLIED PROCESS COOLING CORP ARC PERFECT SOLUTIONS INC AXIS MECHANICAL INC. AYOOB & PEERY PLUMBING CO AYOOB MECHANICAL INC BACON PLUMBING COMPANY BAY AREA PIPE & EQUIPMENT INC. BAY CITY MECHANICAL INC BAY ENGINEERING LLC. BAYLINE MECHANICAL INC BECKER ELECTRIC INC DBA BECKER FUEL S BELL PRODUCTS INC BELLANTI PLUMBING INC BIG PIPE MECHANICAL BROADWAY MECHANICAL CONTRACTORS INC BROTHERS ENERGY INC BULLARD'S HEATING & AIR INC. CAL PACIFIC PLUMBING SYSTEMS CALIFORNIA UNITED MECHANICAL INC CAREFREE TOLAND POOLS CARRIER CORP CER MECHANICAL CORP CHAMPION INDUSTRIAL CONTRACTORS INC CHM MECHANICAL INC CITY MECHANICAL INC CITY PREFERRED PLUMBING INC CIW AND SONS PLUMBING CLIMATE PROS LLC CNS MECHANICAL INC COMFORT AIR MECHANICAL SYSTEMS COMFORT DYNAMICS INC CONTROL AIR ENTERPRISES LLC COOL TECH MECHANICAL INC. CR REICHEL ENGINEERING CO INC CRITCHFIELD MECHANICAL INC CROZ CUSTOM METAL FABRICATION DAIKIN APPLIED DANIEL LARRATT PLUMBING INC DDK MECHANICAL INC DEGREE HVAC DEHARO MECHANICAL INC DESERT MECHANICAL INC DINELLI PLUMBING INC DONE RITE PLUMBING INC DORMATECH MECHANICAL SYSTEMS INC DOWDLE ANDREW & SONS DPW INC E MITCHELL INC EGAN PLUMBING INC EMCOR SERVICE-MESA ENERGY SYSTEMS INC EMS PLUMBING ENVISE ESTES COMMERCIAL REFRIGERATION INC FLANDERS HEAT & AIR SYSTEMS FRANK M BOOTH INC FREIGHT TRAIN REFRIGERATION FW SPENCER & SON INC HARRIS BAY AREA LLC. HOUSING AUTHORITY OF SF (721) ICOM MECHANICAL INDOOR ENVIRONMENTAL SERVICES (IES) INTECH MECHANICAL JOHNSON CONTROLS/CAL-AIRCONDITIONING JW MCCLENAHAN CO KAMRAN METALWORKS INC KDS PLUMBING INC KEP PLUMBING INC KEY MECHANICAL CO KINETIC SYSTEMS INC KINETICS MECHANICAL SERVICE INC KMC PLUMBING COMPANY KOH MECHANICAL CONTRACTORS INC LARRATT BROS PLUMBING INC LAWSON MECHANICAL CONTRACTORS LEFEVRE WELDING INC LESCURE COMPANY INC LIAISON LANDSCAPES LIQUIDYN INC LJ KRUSE COMPANY MALCOLM PLUMBING AND MECHANICAL MARELICH MECHANICAL CO MASTERSON PLUMBING MATRIX HG INC MCGUIRE & HESTER MCPHAILS FUEL CO MONARCH MECHANICAL MONTEREY MECHANICAL CO MSR MECHANICAL LLC NORTHERN SERVICES INC NV HEATHORN CO O'BRIEN MECHANICAL INC II O.C. MCDONALD CO.INC. OCEAN PARK MECHANICAL INC OMNITEMP REFRIGERATION PACIFIC COAST TRANE PAN PACIFIC PLUMBING COMPANY PERFORMANCE AIR SERVICES INC PERFORMANCE MECHANICAL INC (PMI) PETALUMA MECHANICAL INC PETERSON MECHANICAL INC POMI MECHANICAL INC PRIBUSS ENGINEERING INC PRIME MECHANICAL QUEST MECHANICAL INC R & V REFRIGERATION INC REDSTONE PLUMBING REFRIGERATION SOLUTIONS INC RG PLUMBING RHEW PLUMBING AND MECHANICAL RIGNEY PLUMBING INC RMI MECHANICAL INC RMT LANDSCAPE CONTRACTORS INC ROUNTREE PLUMBING & HEATING INC SAN QUENTIN PRISON SHIMMICK/CEC JV SHOOTER & BUTTS INC SILICON VALLEY MECHANICAL INC SOUTHLAND INDUSTRIES SUMMERS PLUMBING & HEATING INC SUNBELT CONTROLS INC TAP D DRAFT SOLUTIONS TEMPER INSULATION CO INC THERMA LLC THERMAL MECHANICAL INC TYRRELL PLUMBING AND MECHANICAL INC. UA LOCAL 38 UA LOCAL 38 TRUST FUND VPM GENERAL BUILDING LLC WATERWORKS INDUSTRIES INC WESTATES MECHANICAL CORP INC WESTERN ALLIED MECHANICAL INC WESTERN WATER CONSTRUCTORS INC WHITE WATER PLUMBING INC WINERY HEATING INDUSTRIAL REFRIG CO WL HICKEY SONS INC
Schedule R (Form 990) 2020
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