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U.S. Department of Labor
Employment Standards Administration
Office of Labor-Management Standards
Washington, DC 20210
FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT Form Approved
Office of Management and Budget
No. 1215-0188
Expires: 09-11-2011
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
029-299
2. PERIOD COVERED
From 1/1/2008
Through 12/31/2008
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
STAGE & PICTURE OPERATORS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
6. DESIGNATION NBR
52
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name
JOHN R.
Last Name
FORD
P.O Box - Building and Room Number

Number and Street
326 WEST 48TH STREET
City
NEW YORK
State
NY
ZIP Code + 4
10036-1314


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.)
26. SIGNED: John R Ford PRESIDENT 27. SIGNED: william g mc gavin TREASURER
Date: Mar 26, 2009 Contact Info:
Date: Mar 26, 2009 Contact Info:
Form LM-2 (Revised 2003)

ITEMS 10 THROUGH 21 FILE NUMBER: 029-299
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. During the reporting period did the labor organization have a Political Action Committee (PAC) fund? 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? $500,000
15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale? No
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? DEC 2010
20. How many members did the labor organization have at the end of the reporting period? 3,319
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 241 per YEAR

(b) Working Dues/Fees 2.5 per MEMBERS WAGE

(c) Initiation Fees
per
750 2500
(d) Transfer Fees NA per
NA NA
(e) Work Permits NA per
NA NA

Form LM-2 (Revised 2003)

STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 029-299

ASSETS

ASSETS Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash   $1,455,378 $1,672,711
23. Accounts Receivable 1 $367,062 $288,684
24. Loans Receivable 2 $0 $0
25. U.S. Treasury Securities   $9,438,481 $9,616,077
26. Investments 5 $197,511 $2,042,014
27. Fixed Assets 6 $445,232 $422,078
28. Other Assets 7 $308,782 $144,452
29. TOTAL ASSETS   $12,212,446 $14,186,016

LIABILITIES

LIABILITIES Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable 8 $92,355 $155,794
31. Loans Payable 9 $0 $0
32. Mortgages Payable   $0 $0
33. Other Liabilities 10 $158,529 $184,806
34. TOTAL LIABILITIES   $250,884 $340,600





35. NET ASSETS $11,961,562 $13,845,416
Form LM-2 (Revised 2003)

STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 029-299

CASH RECEIPTS SCH AMOUNT
36. Dues and Agency Fees   $654,074
37. Per Capita Tax   $0
38. Fees, Fines, Assessments, Work Permits   $4,392,350
39. Sale of Supplies   $0
40. Interest   $487,900
41. Dividends   $2,744
42. Rents   $12,000
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   $70,024
48. Other Receipts 14 $91,410
49. TOTAL RECEIPTS   $5,710,502
CASH DISBURSEMENTS SCH AMOUNT
50. Representational Activities 15 $671,519
51. Political Activities and Lobbying 16 $57,671
52. Contributions, Gifts, and Grants 17 $111,578
53. General Overhead 18 $691,129
54. Union Administration 19 $349,253
55. Benefits 20 $252,000
56. Per Capita Tax   $477,735
57. Strike Benefits   $0
58. Fees, Fines, Assessments, etc.   $814,874
59. Supplies for Resale   $0
60. Purchase of Investments and Fixed Assets 4 $1,939,012
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   $52,563
65. Direct Taxes   $82,453
  
66. Subtotal   $5,499,787
67. Withholding Taxes and Payroll Deductions    
  67a. Total Withheld $327,002    
  67b. Less Total Disbursed $320,384    
  67c. Total Withheld But Not Disbursed   $6,618
68. TOTAL DISBURSEMENTS   $5,493,169
Form LM-2 (Revised 2003)

SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 029-299

Entity or Individual Name
(A)
Total Account Receivable
(B)
90-180 Days
Past Due
(C)
180+ Days
Past Due
(D)
Liquidated Account
Receivable
(E)
Totals from all other accounts receivable $194,821     $0
TOTALS (Column (B) Total will be automatically entered in Item 23, Column (B)) $288,684 $93,863 $0 $0
REGULAR MEMBERS DUES RECEIVABLE $87,242 $87,242 $0 $0
REGULAR MEMBERS INSURANCE RECEIVABLE $6,621 $6,621 $0 $0
Form LM-2 (Revised 2003)

SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 029-299

There was no data found for this schedule.

SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 029-299

Description (if land or buildings give location)
(A)
Cost
(B)
Book Value
(C)
Gross Sales Price
(D)
Amount Received
(E)
Total of all lines $5,981,481 $6,071,813 $6,071,813 $6,071,813
US GOVERNMENT SECURITIES $5,981,481 $6,071,813 $6,071,813 $6,071,813

14. Less Reinvestments $6,071,813
(Net Sales total will automatically entered in Item 43) 15. Net Sales $0
Form LM-2 (Revised 2003)

SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 029-299

Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total of all lines $8,010,825 $8,010,825 $8,010,825
US GOVERNMENT SECURITIES $8,003,580 $8,003,580 $8,003,580
COMPUTER EQUIPMENT $7,245 $7,245 $7,245
  14. Less Reinvestments $6,071,813
(Net Purchases total will automatically entered in Item 60) 15. Net Purchases $1,939,012
Form LM-2 (Revised 2003)

SCHEDULE 5 - INVESTMENTS FILE NUMBER: 029-299

Description
(A)
Amount
(B)
Marketable Securities  
1. Total Cost $2,061,398
2. Total Book Value $2,042,014
3. List each marketable security which has a book value over $5000 and exceeds 5% of Line 2.   
  • N/A
$0
Other Investments  
4. Total Cost $0
5. Total Book Value $0
6. List each other investment which has a book value over $5000, of Line 5.  Also list each Trust which is an investment.   
  • N/A
$0
7. Total of Lines 2 and 5 (Total will be automatically entered in Item 26, Column(B)) $2,042,014
Form LM-2 (Revised 2003)

SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 029-299

Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
1. 326 WEST 48TH STREET, NY, NY 10036 $95,000   $95,000 $95,000
3. 326 WEST 48TH STREET, NY, NY 10036 $844,954 $529,213 $315,741 $855,000
5. Automobiles and Other Vehicles $0 $0 $0 $0
6. Office Furniture and Equipment $49,546 $38,209 $11,337 $10,000
7. Other Fixed Assets $30,000 $30,000 $0 $0
8. Totals of Lines 1 through 7 (Column(D) Total will be automatically entered in Item 27, Column(B)) $1,019,500 $597,422 $422,078 $960,000
Form LM-2 (Revised 2003)

SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 029-299

Description
(A)
Book Value
(B)
Total Other Assets (Total will be automatically entered in Item 28, Column(B)) $144,452
PREPAID EXPENSES $11,892
PREPAID INSURANCE $22,560
PREPAID PER CAPITA $110,000
Form LM-2 (Revised 2003)

SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 029-299

Entity or Individual Name
(A)
Total Account
Payable
(B)
90-180 Days
Past Due
(C)
180+ Days Past
Due
(D)
Liquidated Account
(E)
Total from all other accounts payable $62,777 $0 $0 $0
Total Accounts Payable (Column(B) Total will be automatically entered in Item 30, Column(D)) $155,794 $0 $93,017 $0
DUE TO MEMBER INSURANCE $93,017 $0 $93,017 $0
Form LM-2 (Revised 2003)

SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 029-299

There was no data found for this schedule.

SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 029-299

Description
(A)
Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $184,806
PAYROLL WITHHOLDINGS AND DEDUCTIONS $10,887
DEFERRED INCOME $20,949
RESERVE FOR SEVERENCE PAY $76,865
ACCRUED EXPENSES $43,031
EXCHANGE $23,074
DUE TO MEMBER SCHOLARSHIP BENEFIT $10,000
Form LM-2 (Revised 2003)

SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 029-299


(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) thru (F)
(H)
TOTAL
A
B
C
JOHN   R   FORD
PRESIDENT
C
$146,529 $825 $13,421 $0 $160,775
I
Schedule 15
Representational Activities
60 % Schedule 16
Political Activities and Lobbying
20 % Schedule 17
Contributions
% Schedule 18
General Overhead
5 % Schedule 19
Administration
15 %
A
B
C
JOHN   K   FUNDUS
VICE PRESIDENT
C
$118,052 $3,920 $6,709 $0 $128,681
I
Schedule 15
Representational Activities
75 % Schedule 16
Political Activities and Lobbying
1 % Schedule 17
Contributions
3 % Schedule 18
General Overhead
1 % Schedule 19
Administration
20 %
A
B
C
WILLIAM     McGAVIN
TREASURER
C
$116,828 $3,250 $4,520 $0 $124,598
I
Schedule 15
Representational Activities
25 % Schedule 16
Political Activities and Lobbying
5 % Schedule 17
Contributions
10 % Schedule 18
General Overhead
30 % Schedule 19
Administration
30 %
A
B
C
WILLIAM     LOWRY JR.
BUSINESS REPRESENTATIVE
C
$115,176 $3,585 $7,137 $0 $125,898
I
Schedule 15
Representational Activities
60 % Schedule 16
Political Activities and Lobbying
10 % Schedule 17
Contributions
5 % Schedule 18
General Overhead
5 % Schedule 19
Administration
20 %
A
B
C
MICHAEL     BARNES
REGIONAL REPRESENTATIVE
C
$33,989 $300 $0 $0 $34,289
I
Schedule 15
Representational Activities
85 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
15 %
A
B
C
JOHN     SCARDINO JR.
REGIONAL REPRESENTATIVE
C
$8,212 $540 $4,340 $0 $13,092
I
Schedule 15
Representational Activities
50 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
50 %
A
B
C
RICHARD     REGNIER
REGIONAL REPRESENTATIVE
C
$5,238 $225 $147 $0 $5,610
I
Schedule 15
Representational Activities
50 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
50 %
A
B
C
PHILIP     KENNY
REGIONAL REPRESENTATIVE
C
$4,256 $600 $1,685 $0 $6,541
I
Schedule 15
Representational Activities
50 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
50 %
A
B
C
RICHARD     TICE
PROPERTY REPRESENTATIVE
N
$5,070 $1,020 $281 $0 $6,371
I
Schedule 15
Representational Activities
25 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
75 %
A
B
C
NILS     JOHNSON
VIDEO REPRESENTATIVE
C
$4,627 $1,080 $173 $0 $5,880
I
Schedule 15
Representational Activities
33 % Schedule 16
Political Activities and Lobbying
3 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
64 %
A
B
C
JOHN     DOLAN
BD OF TRUSTEES CHAIRMAN
C
$2,955 $895 $60 $0 $3,910
I
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
JOHN     OATES
MEMBER BD OF TRUSTEE
C
$2,888 $660 $0 $0 $3,548
I
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
JAMES   A   DOLAN
MEMBER BD OF TRUSTEE
C
$0 $0 $0 $0 $0
I
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
MICHAEL   J   DELANEY
MEMBER OF BD OF TRUSTEE
C
$0 $0 $0 $0 $0
I
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
GLYNIS     BURKE
MEMBER OF BD OF TRUSTEE
C
$0 $0 $0 $0 $0
I
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
JOHN     FINNERTY
SGT. AT ARMS
C
$2,577 $925 $278 $0 $3,780
I
Schedule 15
Representational Activities
25 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
75 %
A
B
C
ROCCO     PALMIERI
ELECTRIC REPRESENTATIVE
C
$1,586 $675 $0 $0 $2,261
I
Schedule 15
Representational Activities
50 % Schedule 16
Political Activities and Lobbying
10 % Schedule 17
Contributions
10 % Schedule 18
General Overhead
10 % Schedule 19
Administration
20 %
A
B
C
GLEN     PANGIONE
SHOP CRAFT REPRESENTATIVE
C
$1,303 $675 $0 $0 $1,978
I
Schedule 15
Representational Activities
25 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
75 %
A
B
C
WILLIAM     KERWICK
GRIP REPRESENTATIVE
C
$1,277 $225 $281 $0 $1,783
I
Schedule 15
Representational Activities
50 % Schedule 16
Political Activities and Lobbying
10 % Schedule 17
Contributions
10 % Schedule 18
General Overhead
10 % Schedule 19
Administration
20 %
A
B
C
JOHN   A   HICKS
CHAIRPERSON OF BENEFIT BD
C
$661 $750 $379 $0 $1,790
I
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
FRANK   J   GRAZIADEI
SOUND REPRESENTATIVE
C
$651 $225 $55 $0 $931
I
Schedule 15
Representational Activities
25 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
75 %
A
B
C
GARY     BRINK
RECORDING SECRETARY
C
$0 $2,175 $0 $0 $2,175
I
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
RICHARD     FELLEGARA
ALLIED CRAFT REP
N
$637 $0 $675 $0 $1,312
I
Schedule 15
Representational Activities
30 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
70 %
A
B
C
KATHLEEN     KELLY
ALLIED CRAFT REP
P
$0 $0 $0 $0 $0
I
Schedule 15
Representational Activities
30 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
70 %
A
B
C
ROBERT     REILLY
MEMBER OF BENEFIT BD
C
$0 $225 $0 $0 $225
I
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
RONALD     MAZZOLA
MEMBER OF BENEFIT BD
C
$0 $225 $0 $0 $225
I
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
WILLIAM     KLATT
MEMBER OF BENEFIT BD
C
$0 $225 $0 $0 $225
I
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
CHRISTOPHER     DeTITTA
MEMBER OF BENEFIT BD
C
$0 $150 $0 $0 $150
I
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
RORY     WALSH
GRIP REPRESENTATIVE
P
$331 $0 $0 $0 $331
I
Schedule 15
Representational Activities
50 % Schedule 16
Political Activities and Lobbying
10 % Schedule 17
Contributions
10 % Schedule 18
General Overhead
10 % Schedule 19
Administration
20 %
A
B
C
THOMAS     McDERMOTT
PROPERTY REPRESENTATIVE
P
$0 $0 $0 $0 $0
I
Schedule 15
Representational Activities
25 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
75 %
Total Officer Disbursements $572,843 $23,375 $40,141 $0 $636,359
Less Deductions         $206,879
Net Disbursements         $429,480
Form LM-2 (Revised 2003)

SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 029-299


(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) thru (F)
(H)
TOTAL
A
B
C
THOMAS     HILL
MAINTENANCE
NA
$73,579 $1,200 $0 $0 $74,779
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 %
A
B
C
CARMEN     MALDONADO
SECRETARY OF PRESIDENT
NA
$59,701 $1,200 $0 $0 $60,901
I
Schedule 15
Representational Activities
50 % Schedule 16
Political Activities and Lobbying
5 % Schedule 17
Contributions
3 % Schedule 18
General Overhead
10 % Schedule 19
Administration
32 %
A
B
C
EILEEN     McMAHON
CLERK
NA
$45,310 $1,200 $0 $0 $46,510
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
75 % Schedule 19
Administration
25 %
A
B
C
PETER     LLARDI
SHOP STEWARD
NA
$76,582 $0 $5,503 $0 $82,085
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
MERCY     FERMIN
SECRETARY
NA
$15,775 $500 $0 $0 $16,275
I
Schedule 15
Representational Activities
0 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
75 % Schedule 19
Administration
25 %
A
B
C
POLINA     SYNIEC
ADMINISTRATIVE ASSISTANCE
NA
$33,507 $1,200 $0 $0 $34,707
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 %
A
B
C
VALERIE     FRANKLIN
SECRETARY
NA
$36,333 $1,200 $0 $0 $37,533
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 %
A
B
C
DORIS     ESPINAL
SECRETARY
NA
$12,737 $600 $0 $0 $13,337
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 LESS THAN $10000 $45,665 $1,830 $118 $0 $47,613
I Schedule 15
Representational Activities
50 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
25 % Schedule 19
Administration
25 %
Total Employee Disbursements $399,189 $8,930 $5,621 $0 $413,740
Less Deductions         $110,524
Net Disbursements         $303,216
Form LM-2 (Revised 2003)

SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 029-299

Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members 3,319  
Agency Fee Payers* 0
Total Members/Fee Payers 3,319  
*Agency Fee Payers are not considered members of the labor organization.
REGULAR MEMBERS 3,304 Yes
RETIRED MEMBERS 15 No
Form LM-2 (Revised 2003)

DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 029-299

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts $36,000
2. Named Payer Non-itemized Receipts $0
3. All Other Receipts $55,410
4. Total Receipts $91,410
     
     

SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements $19,945
2. Named Payee Non-itemized Disbursements $0
3. To Officers $23,052
4. To Employees $1,827
5. All Other Disbursements $66,754
6. Total Disbursements $111,578



SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements $166,306
2. Named Payee Non-itemized Disbursements $9,217
3. To Officers $349,219
4. To Employees $136,343
5. All Other Disbursements $10,434
6. Total Disbursements $671,519

SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements $136,244
2. Named Payee Non-itemized Disbursements $194,584
3. To Officers $53,438
4. To Employees $225,438
5. All Other Disbursements $81,425
6. Total Disbursements $691,129



SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements $0
2. Named Payee Non-itemized Disbursements $0
3. To Officers $52,876
4. To Employees $3,045
5. All Other Disbursements $1,750
6. Total Disbursements $57,671

SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements $46,147
2. Named Payee Non-itemized Disbursements $36,095
3. To Officers $157,775
4. To Employees $47,088
5. All Other Disbursements $62,148
6. Total Disbursements $349,253
Form LM-2 (Revised 2003)

SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 029-299

Name and Address
(A)
IATSE LOCAL 52

326 WEST 48TH STREET
NEW YORK
NY
10036
Type or Classification
(B)
LOCAL UNION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $36,000
Total Non-Itemized Transactions $0
Total of All Transactions $36,000
SUBSIDIARY REALTY CORP RECEIVED RENT FR PARENT CO 01/04/2008 $36,000
Form LM-2 (Revised 2003)

SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 029-299

Name and Address
(A)
NATIONWIDE MUTUAL INSURANCE
13958

PHILADELPHIA
PA
19101-3958
Type or Classification
(B)
INSURANCE COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $8,095
Total Non-Itemized Transactions  
Total of All Transactions $8,095
AUTOMOBILE INSURANCE 12/29/2008 $8,095
Name and Address
(A)
SPIVAK, LIPTON, WATANABE, SPIVAK AND MOSS

1700 BROADWAY
NEW YORK
NY
10019
Type or Classification
(B)
LEGAL FIRM
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $120,010
Total Non-Itemized Transactions  
Total of All Transactions $120,010
ARBITRATION, COLLECTIVE BARGAINING AND OTHER LEGAL 01/07/2008 $10,010
ARBITRATION, COLLECTIVE BARGAINING AND OTHER LEGAL 02/06/2008 $10,000
ARBITRATION, COLLECTIVE BARGAINING AND OTHER LEGAL 03/10/2008 $10,000
ARBITRATION, COLLECTIVE BARGAINING AND OTHER LEGAL 04/10/2008 $10,000
ARBITRATION, COLLECTIVE BARGAINING AND OTHER LEGAL 05/05/2008 $10,000
ARBITRATION, COLLECTIVE BARGAINING AND OTHER LEGAL 06/09/2008 $10,000
ARBITRATION, COLLECTIVE BARGAINING AND OTHER LEGAL 07/07/2008 $10,000
ARBITRATION, COLLECTIVE BARGAINING AND OTHER LEGAL 08/08/2008 $10,000
ARBITRATION, COLLECTIVE BARGAINING AND OTHER LEGAL 09/05/2008 $10,000
ARBITRATION, COLLECTIVE BARGAINING AND OTHER LEGAL 10/03/2008 $10,000
ARBITRATION, COLLECTIVE BARGAINING AND OTHER LEGAL 11/05/2008 $10,000
ARBITRATION, COLLECTIVE BARGAINING AND OTHER LEGAL 12/04/2008 $10,000
Name and Address
(A)
SHORT, SHEPHERD AND STANTON

24461 DETROIT ROAD STE 340
WESTLAKE
OH
44145
Type or Classification
(B)
LEGAL FIRM
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $30,000
Total Non-Itemized Transactions  
Total of All Transactions $30,000
ARBITRATION, COLLECTIVE BARGAINING AND OTHER LEGAL 10/30/2008 $10,000
ARBITRATION, COLLECTIVE BARGAINING AND OTHER LEGAL 11/06/2008 $10,000
ARBITRATION, COLLECTIVE BARGAINING AND OTHER LEGAL 12/04/2008 $10,000
Name and Address
(A)
SPORTMENS LODGE

12833 VENTURA BLVD
STUDIO CITY
CA
91604
Type or Classification
(B)
HOTEL
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $8,201
Total Non-Itemized Transactions $9,217
Total of All Transactions $17,418
CONTRACT NEGOTIATIONS 12/12/2008 $8,201
Form LM-2 (Revised 2003)

SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 029-299

There was no data found for this schedule.

SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 029-299

Name and Address
(A)
DGA HONORS

6 WEST 18th ST. 2nd FL
NEW YORK
NY
10011
Type or Classification
(B)
TRADE ASSOCIATION
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $10,000
Total Non-Itemized Transactions  
Total of All Transactions $10,000
JOURNAL ADVERTISEMENT 09/29/2008 $10,000
Name and Address
(A)
QUINN FUNERAL

35-20 BROADWAY
LONG ISLAND CITY
NY
11106
Type or Classification
(B)
FUNERAL HOME
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $9,945
Total Non-Itemized Transactions  
Total of All Transactions $9,945
BURIAL SERVICE FOR MEMBER 03/21/2008 $9,945
Form LM-2 (Revised 2003)

SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 029-299

Name and Address
(A)
AMALGAMATED BANK OF NY

275 SEVENTH AVE, 9TH FLOOR
NEW YORK
NY
10001-6708
Type or Classification
(B)
BANK (CREDIT CARD SERVICE CHARGE)
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $6,085
Total of All Transactions $6,085
Name and Address
(A)
BETHPAGE STATE PARK

99 QUAKER MEETINGHOUSE RD
FARMINGDALE
NY
11735
Type or Classification
(B)
STATE PARK
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $5,500
Total Non-Itemized Transactions $8,678
Total of All Transactions $14,178
SCHOLARSHIP GOLF OUTING DEPOSIT 08/04/2008 $5,500
Name and Address
(A)
CAPITOL IMAGING SYSTEMS
46696

LOS ANGELES
CA
60046
Type or Classification
(B)
STATIONERY AND SUPPLIES COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $16,208
Total of All Transactions $16,208
Name and Address
(A)
CARLYLE ON THE GREEN
756

FARMINGDALE
NY
11735
Type or Classification
(B)
CATERING RESTAURANT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $10,819
Total Non-Itemized Transactions $1,924
Total of All Transactions $12,743
CATERING FOR GOLF OUTING 07/08/2008 $10,819
Name and Address
(A)
CIT TECHNOLOGY FIN'L SERVICE, INC.
550599

JACKSONVILLE
FL
32255-0599
Type or Classification
(B)
EQUIPMENT RENTAL COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $14,248
Total of All Transactions $14,248
Name and Address
(A)
CON EDISON
1702
JAF STATION
NEW YORK
NY
10116-1702
Type or Classification
(B)
ELECTRIC COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $16,876
Total of All Transactions $16,876
Name and Address
(A)
COVERALL NORTH AMERICA, INC.
802825

CHICAGO
IL
60680-2825
Type or Classification
(B)
OFFICE CLEANING COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $6,177
Total of All Transactions $6,177
Name and Address
(A)
EBERTS AND HARRISON, INC.

1000 CENTURY PLAZA, STE 329
COLUMBIA
MD
21044-3276
Type or Classification
(B)
INSURANCE COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $13,360
Total Non-Itemized Transactions $5,807
Total of All Transactions $19,167
FIDUCIARY LIABILITY INSURANCE 07/15/2008 $13,360
Name and Address
(A)
FABULOUS SPECIALITIES, INC.

600 SO, LIVINGSTON AVE
LIVINGSTON
NJ
07039
Type or Classification
(B)
PROMOTIONAL SUPPLIES COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $10,945
Total of All Transactions $10,945
Name and Address
(A)
FOREST LODGE, LLC

11 REINMAN ROAD
WARREN
NJ
07059
Type or Classification
(B)
CATHERING RESTAURANT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $29,091
Total Non-Itemized Transactions  
Total of All Transactions $29,091
CATERING FOR 2008 MEMBERSHIP PICNIC 03/10/2008 $5,000
CATERING FOR 2008 MEMBERSHIP PICNIC 04/22/2008 $10,000
CATERING FOR 2008 MEMBERSHIP PICNIC 08/15/2008 $14,091
Name and Address
(A)
GOULD, KOBRICK AND SCHLAPP, PC

350 FIFTH AVENUE, STE 4309
NEW YORK
NY
10118
Type or Classification
(B)
ACCOUNTING FIRM
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $18,000
Total Non-Itemized Transactions  
Total of All Transactions $18,000
AUDIT FEE FOR YEAR 2007 07/15/2008 $18,000
Name and Address
(A)
GRANITE TELECOMMUNICATIONS
1405

LEWISTON
MA
04243-1405
Type or Classification
(B)
TELEPHONE COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $14,803
Total of All Transactions $14,803
Name and Address
(A)
HURLEY'S SALOON

232 WEST 48TH STREET
NEW YORK
NY
10036
Type or Classification
(B)
RESTAURANT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $10,000
Total Non-Itemized Transactions $2,521
Total of All Transactions $12,521
OFFICE CHRISTMAS PARTY 12/17/2008 $10,000
Name and Address
(A)
LAND DATA SERVICE, LLC

223 FLORAL AVENUE
PLAINVIEW
NY
11803
Type or Classification
(B)
COMPUTER SERVICE COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $18,874
Total of All Transactions $18,874
Name and Address
(A)
LERNER COMBO AND ASSOCIATES
27737

NEW YORK
NV
10087-7737
Type or Classification
(B)
TEMPORARY STAFF AGENCY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $7,436
Total of All Transactions $7,436
Name and Address
(A)
NEW YORK STATE INSURANCE FUND
4788

SYRACUSE
NY
13221-4788
Type or Classification
(B)
INSURANCE COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $6,362
Total of All Transactions $6,362
Name and Address
(A)
NYC DEPARTMENT OF FINANCE
3121

NEW YORK
NY
10008-3121
Type or Classification
(B)
CITY GOVERNMENT
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $43,780
Total Non-Itemized Transactions $130
Total of All Transactions $43,910
PROPERTY TAX 06/23/2008 $21,501
PROPERTY TAX 12/29/2008 $22,279
Name and Address
(A)
P.M. WASTE AND RECYCLING CONTRACTORS

5301 AVENUE N
BROOKLN
NY
11234
Type or Classification
(B)
WASTE DISPOSAL COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $5,980
Total of All Transactions $5,980
Name and Address
(A)
PAYCHEX, INC.
4482

CAROL STREAM
IL
60197-4482
Type or Classification
(B)
PAYROLL SERVICE COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $6,666
Total of All Transactions $6,666
Name and Address
(A)
PITNEY BOWES CREDIT CORP
856460

LOUISVILLE
KY
40285-6460
Type or Classification
(B)
POSTAGE COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $38,365
Total of All Transactions $38,365
Name and Address
(A)
RIMCO AIRCONDITIONING CO., INC.

35-57 9TH STREET
LONG ISLAND CITY
NY
11106
Type or Classification
(B)
AIR CONDITIONING COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $5,694
Total Non-Itemized Transactions $6,499
Total of All Transactions $12,193
REPAIR AND MAINTENCE ON AIR CONDITIONING UNIT 11/04/2008 $5,694
Form LM-2 (Revised 2003)

SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 029-299

Name and Address
(A)
ELECTION SERVICE CORP

990 STEWART AVE, STE 500
GARDEN CITY
NY
11530
Type or Classification
(B)
ELECTION SERVICE COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $30,750
Total Non-Itemized Transactions $1,400
Total of All Transactions $32,150
OFFICER ELECTION 01/21/2008 $9,900
OFFICER ELECTION 02/08/2008 $10,950
OFFICER ELECTION 12/17/2008 $9,900
Name and Address
(A)
GEORGE DeTITTA, SR.

90 OVERLOOK ROAD
POMONA
NV
10970
Type or Classification
(B)
LOCAL 52 NEWSLETTER EDITOR
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $6,316
Total of All Transactions $6,316
Name and Address
(A)
PERFECT FORMS AND SYSTEMS, INC.

34 EAST MAIN ST., #396
SMITHTOWN
NY
11787-7841
Type or Classification
(B)
STATIONERY AND PRINTING COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $10,027
Total Non-Itemized Transactions $10,557
Total of All Transactions $20,584
LOCAL 52 NEWSLETTER 07/08/2008 $5,008
LOCAL 52 NEWSLETTER 10/28/2008 $5,019
Name and Address
(A)
WESTIN

270 WEST 43RD STREET
NEW YORK
NY
10036
Type or Classification
(B)
HOTEL AND CONVENTION CENTER
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $0
Total Non-Itemized Transactions $17,822
Total of All Transactions $17,822
Name and Address
(A)
JLG INDUSTRIES

227 FLOURTOWN ROAD
PLYMOUTH MEETING
PA
19462
Type or Classification
(B)
COMMERICAL EQUIPMENT COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions $5,370
Total Non-Itemized Transactions  
Total of All Transactions $5,370
COMMERICAL EQUIPMENT MEETING 05/15/2008 $5,370
Form LM-2 (Revised 2003)

SCHEDULE 20 - BENEFITS FILE NUMBER: 029-299

Description
(A)
To Whom Paid
(B)
Amount
(C)
Total Benefits $252,000
ANNUITY MPI INDIVIDUAL ACCOUNT PLAN $60,333
WELFARE AND PENSION MPI HEALTH AND PENSION PLAN $93,546
SHORT TERM DISABILITY THE HARTFORD $98,121
Form LM-2 (Revised 2003)


69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 029-299




Question 10:
1) IATSE LOCAL 52 BENEFIT FUND EIN# 13-3237986. LOCATED AT 326 WEST 48TH STREET, NEW YORK, NY 10036. THE FUND FILES FEDERAL FORM 990 WITH THE INTERNAL REVENUE SERVICE AND FEDERAL FORM 5500 WITH THE EMPLOYEE BENEFITS SECURITY ADMINISTRATION.

2) IATSE LOCAL 52 SAFETY AND EDUCATION FUND EIN# 13-3983288. LOCATED AT 326 WEST 48TH STREET, NEW YORK, NY 10036. THE FUND FILES FEDERAL FORM 990 WITH THE INTERNAL REVENUE SERVICE.

3) MOTION PICTURES INDUSTRY INDIVIDUAL ACCOUNT PLAN EIN# 95-0030749. LOCATED AT 11365 VENTURA BOULEVARD, STUDIO CITY, CA 91604. THE FUND FILES FEDERAL FORM 5500 WITH THE EMPLOYEE BENEFITS SECURITY ADMINISTRATION.

4) MOTION PICTURES INDUSTRY PENSION AND HEALTH PLAN EIN# 95-1810805. LOCATED AT 11365 VENTURA BOULEVARD, STUDIO CITY, CA 91604. THE FUND FILES FEDERAL FORM 990 WITH THE INTERNAL REVENUE SERVICE AND FEDERAL FORM 5500 WITH THE EMPLOYEE BENEFITS SECURITY ADMINISTRATION.

5) LOCAL 52, 401(K) PLAN EIN# 13-4059105. LOCATED AT 303 MERRICK ROAD, LYNBROOK, NY 11563. THE FUND FILES FEDERAL FORM 5500 WITH THE EMPLOYEE BENEFITS SECURITY ADMINISTRATION.





Question 12:
THE UNION AND SUBSIDIARY HAS AN ANNUAL AUDIT OF ITS BOOKS AND RECORDS BY THE INDEPENDENT ACCOUNTING FIRM GOULD, KOBRICK & SCHLAPP, P.C. 350 FIFTH AVENUE, SUITE 4309 NEW YORK, NY 10118.



General Information:
SCHEDULE 11, ITEM F
PRESIDENT, VICE PRESIDENT AND BUSINESS REPRESENTATIVE, AMOUNTS ARE 100% OF COSTS OF LEASED AUTOMOBILES. PERSONAL USE IS PERMITTED. THE USE OF THE VECHICLES WERE GREATER THAN 50% FOR OFFICIAL BUSINESS.

STATEMENT B, ITEM 47
$20,000 COLLECTED FROM EMPLOYERS FOR ARBITRATION SETTLEMENTS ON BEHALF OF MEMBERS.

STATEMENT B, ITEM 42
UNION PAID ITS SUBSIDIARY, IATSE LOCAL 52 REALTY CORP YEARLY RENT OF $72,000. AMOUNT PAID BY UNION AND RECEIVED BY REALTY CORP. WERE ELIMINATED FOR LM2 REPORTING PURPOSES. THE UNION AND REALTY CORP FILE A CONSOLIDATED LM2.

THIS LM2 INCLUDES THE ACTIVITIES OF THE LOCAL AND ITS WHOLLY OWNED SUBSIDIARY IATSE LOCAL 52, REALTY CORP.



Schedule 13 : ALL REGULAR MEMBERS ARE TECHNICAL CREW MEMBERS IN THE FILM INDUSTRY. ALL REGULAR MEMBERS PAY FULL DUES.



Schedule 13 : MEMBERS WHO RETIRED FROM IATSE INTERNATIONAL AT AGE 65 DO NOT NEED TO PAY DUES.



Schedule 13 : MEMBERS WHO RETIRED FROM IATSE INTERNATIONAL AT AGE 65 DO NOT PAY FULL DUES AND DO NOT HAVE VOTING RIGHTS.




Form LM-2 (Revised 2003)



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