Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2012
Open to Public Inspection
A For the 2012 calendar year, or tax year beginning 01-01-2012 , 2012, and ending 12-31-2012
BCheck if applicable:
CName of organization
Rhode Island Carpenters Health Fund
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
14 Jefferson Park Road
 
Room/suite
City or town, state or country, and ZIP + 4
Warwick, RI02888
D Employer identification number

05-0269756
E Telephone number

G Gross receipts $ 10,238,466
F Name and address of principal officer:
 
 
 
I
Tax-exempt status: ( 9 ) LeftBullet (insert no.) or
J
Website:MediumBullet
N/A
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1953
M State of legal domicile: RI
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: To provide medical, dental and vision to collectively bargained members.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 8
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 8
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...... 5 3
6 Total number of volunteers (estimate if necessary) ............. 6  
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) .........   0
9 Program service revenue (Part VIII, line 2g) ......... 9,658,064 9,741,268
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 474,536 438,640
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 93,243 58,558
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 10,225,843 10,238,466
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...   0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 8,648,599 8,020,745
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 130,594 102,023
16a Professional fundraising fees (Part IX, column (A), line 11e).....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 285,891 272,805
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 9,065,084 8,395,573
19 Revenue less expenses. Subtract line 18 from line 12....... 1,160,759 1,842,893
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 16,372,882 18,849,892
21 Total liabilities (Part X, line 26)............. 327,250 367,207
22 Net assets or fund balances. Subtract line 21 from line 20..... 16,045,632 18,482,685
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2012)
Form 990 (2012)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III ...............
1
Briefly describe the organization’s mission: To provide medical, dental and vision to collectively bargained members.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
The organization's exempt purpose is to provide medical benefits and death benefits to eligible members and their dependents.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet  
Form 990 (2012)
Form 990 (2012)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule A........................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If “Yes,” complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If “Yes,” complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part XClick to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part XClick to see attachment.........................
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2012)
Form 990 (2012)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II...
21
 
No
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J.......................
23
 
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I...................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II..........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If “Yes,” complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2012)
Form 990 (2012)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V ...............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
5
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
3
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
No
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes,” to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
 
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
No
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
No
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
No
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
No
Form 990 (2012)
Form 990 (2012)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI ...............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
8
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
8
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
Yes
 
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
 
No
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
 
No
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
 
No
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
 
No
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done.......................
12c
 
No
13
Did the organization have a written whistleblower policy? ...............
13
 
No
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletBeneSys Inc700 Tower Drive Suite 300TroyMI48098 (248) 813-9800
Form 990 (2012)
Form 990 (2012)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII ...............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) Thomas E Purcell Jr........................................................................
Trustee
 4.00
.......................0.00 		X           0 0 0
(2) Stephen A Cardi II........................................................................
Trustee
 4.00
.......................0.00 		X           0 0 0
(3) Sean A Mc Mullen........................................................................
Trustee
 4.00
.......................0.00 		X           0 0 0
(4) David F Rampone........................................................................
Trustee
 4.00
.......................0.00 		X           0 0 0
(5) Thomas J Savoie........................................................................
Trustee
 4.00
.......................0.00 		X           0 0 0
(6) W Paul Lander........................................................................
Trustee
 4.00
.......................0.00 		X           0 0 0
(7) David Palmisciano........................................................................
Trustee
 4.00
.......................0.00 		X           0 0 0
(8) William F Holmes........................................................................
Trustee
 4.00
.......................0.00 		X           0 0 0


















Form 990 (2012)
Form 990 (2012)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet      
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
 
No
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2012)
Form 990 (2012)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response to any question in this Part VIII ..............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		 
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 0
Program Service Revenue Business Code
2a Participant Contributions 230000 655,013 655,013    
b Employer Contributions 230000 9,086,255 9,086,255    
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 9,741,268
Other Revenue 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 438,640 438,640    
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet 0      
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss)    
d Net gain or (loss)..........MediumBullet 0      
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a Micellaneous Income   58,558 58,558    
b Allocation of shared exps          
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 58,558
12 Total revenue. See Instructions......MediumBullet 10,238,466 10,238,466    
Form 990 (2012)
Form 990 (2012)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response to any question in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 0  
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 8,020,745  
5 Compensation of current officers, directors, trustees, and key employees .... 0      
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 74,085      
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 0      
9 Other employee benefits ....... 0      
10 Payroll taxes ........... 27,938      
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 21,184      
c Accounting ........... 12,450      
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 10,000      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 172,950      
12 Advertising and promotion .... 0      
13 Office expenses ....... 0      
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 9,108      
17 Travel ............ 0      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 11,736      
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 9,650      
23 Insurance .............. 7,190      
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Miscellaneous 1,497      
b Telephone 2,651      
c Bank charges 4,360      
d Postage and Shipping 10,029      
e All other expenses 0      
25 Total functional expenses. Add lines 1 through 24e 8,395,573 0 0 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2012)
Form 990 (2012)
Page 11
Part X Balance Sheet Check if Schedule O contains a response to any question in this Part X ...............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing ............. 45,816 1 3,334,025
2 Savings and temporary cash investments ......... 13,694,363 2 13,817,386
3 Pledges and grants receivable, net ...........   3 0
4 Accounts receivable, net ............. 1,920,607 4 1,684,850
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6 0
7 Notes and loans receivable, net .............   7 0
8 Inventories for sale or use ..............   8 0
9 Prepaid expenses and deferred charges .......... 690,935 9 2,120
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 122,079
b Less: accumulated depreciation ..... 10b 110,568 21,161 10c 11,511
11 Investments—publicly traded securities ..........   11 0
12 Investments—other securities. See Part IV, line 11 .....   12 0
13 Investments—program-related. See Part IV, line 11 .....   13 0
14 Intangible assets ...............   14 0
15 Other assets. See Part IV, line 11 ...........   15 0
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 16,372,882 16 18,849,892
Liabilities 17 Accounts payable and accrued expenses ......... 327,250 17 367,207
18 Grants payable .................   18  
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................   25  
26 Total liabilities. Add lines 17 through 25......... 327,250 26 367,207
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..............   27  
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds 16,045,632 32 18,482,685
33 Total net assets or fund balances ........... 16,045,632 33 18,482,685
34 Total liabilities and net assets/fund balances ........ 16,372,882 34 18,849,892
Form 990 (2012)
Form 990 (2012)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI ...............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
10,238,466
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
8,395,573
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
1,842,893
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
16,045,632
5
Net unrealized gains (losses) on investments ...............
5
594,160
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
 
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
18,482,685
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII ..............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If “Yes,” to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits
3b
 
 
Form 990 (2012)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID: 12000229
Software Version: 2012v2.0
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
Rhode Island Carpenters Health Fund
 
Employer identification number

05-0269756
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............        
d Equipment ................   9,851 6,020 3,831
e Other .................   112,228 104,548 7,680
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 11,511
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Fin 48 (ASC 740) Footnote. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 10,238,466
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3 10,238,466
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 10,238,466
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ........... 1 8,395,573
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3 8,395,573
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 8,395,573
Part XIII
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Schedule D (Form 990) 2012

Additional Data


Software ID: 12000229
Software Version: 2012v2.0




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
Rhode Island Carpenters Health Fund
 
Employer identification number

05-0269756
Identifier Return Reference Explanation
Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Upon request.
Form 990, Part VI, Line 11b Form 990, Part VI, Line 11b: Form 990 Review Process Certain trustees are given the responsibility to review and approve the filing of Form 990.
Form 990, Part VI, Line 3 Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company Supervision of office staff, recording of receipts and expenditures, reconciliation of accounts and maintenance of general ledger.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2012

Additional Data


Software ID: 12000229
Software Version: 2012v2.0
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
Rhode Island Carpenters Health Fund
 
Employer identification number

05-0269756
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" to 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" to 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) RI Carpenters Annuity Plan

14 Jefferson Park Road

Warwick,RI02888
05-0388849 		Defined contribution pension benefit to members RI 401 (a)   N/A
 
No
(2) RI Carpenters Pension Plan

14 Jefferson Park Road

Warwick,RI02888
05-6016572 		Defined pension benefits to members RI 401 (a)   N/A
 
No
(3) RI Carpenters Vacation Plan

14 Jefferson Park Road

Warwick,RI02888
23-7412919 		Member vacation benefits RI 501 (c) (9)   N/A
 
No








For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to 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" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) RI Carpenters Benefit Office

14 Jefferson Park Road
Warwick,RI02888
 ContrEmploy RI N/A
           No
(2) Carpenters Local Union 94

14 Jefferson Park Road
Warwick,RI02888
 ContrEmploy RI N/A
           No
(3) Whitehawk Construction Serv

50 Albany Tpk Bldg 4
Canton,CT06019
 ContrEmploy CT N/A
           No
(4) Walter A Furman Co Inc

180 Libert Street
Fall River,MA02724
 ContrEmploy MA N/A
           No
(5) Walgreen Co

148 West Central Street
Natick,MA01760
 ContrEmploy MA N/A
           No
(6) Ver-Tex Constr Specialties Inc

251 Revere Street
Canton,MA02359
 ContrEmploy MA N/A
           No
(7) Universal Construction Co

16 Starr Street
Johnston,RI02919
 ContrEmploy RI N/A
           No
(8) Union Flooring Installation

117 Benedict Street
Waterbury,CT06790
 ContrEmploy CT N/A
           No
(9) US Drywall Inc

18 Cove Road
South Dartmouth,MA02748
 ContrEmploy MA N/A
           No
(10) Twin River

100 Twin River Road
Lincoln,RI02865
 ContrEmploy RI N/A
           No
(11) The Maddison Associates Inc

7 Franklin Street
Revere,MA02151
 ContrEmploy MA N/A
           No
(12) The Cheviot Corp

55 4th Ave
Needham Heights,MA02194
 ContrEmploy MA N/A
           No
(13) Tara Constuction Co

28 Damrell St 105
Boston,MA02127
 ContrEmploy MA N/A
           No
(14) Sweeney Drywall Finishes Corp

316 Codman Hill Road
Boxborough,MA01719
 ContrEmploy MA N/A
           No
(15) Sweeney Construction Specialties LLC

316 Codman Hill Road
Boxborough,MA01719
 ContrEmploy MA N/A
           No
(16) Sunrise Erectors Inc

290 Pine Street
Canton,MA02021
 ContrEmploy MA N/A
           No
(17) Specialty Insulation Group

PO Box 158
Malden,MA02148
 ContrEmploy MA N/A
           No
(18) Specialty Diving Services Inc

192 Smith St
North Kingstown,RI02852
 ContrEmploy RI N/A
           No
(19) SMGRI Convention Center

1 Sabin Street
Providence,RI02903
 ContrEmploy RI N/A
           No
(20) Site Tech Corporation

184 Buttonhole Drive
Providence,RI02909
 ContrEmploy RI N/A
           No
(21) Shawmut Design & Construction

560 Harrison Avenue
Boston,MA02118
 ContrEmploy MA N/A
           No
(22) Safeway Steel Products

115 Beaver St
Framingham,MA01702
 ContrEmploy MA N/A
           No
(23) S & F Concrete Contractors Inc

PO Box 427
Hudson,MA01749
 ContrEmploy MA N/A
           No
(24) Ruggieri Brothers

1191 Pontiac Avenue
Cranston,RI02920
 ContrEmploy RI N/A
           No
(25) Richwood Inc

114 Keasor Rd
Northfield,NH03276
 ContrEmploy NH N/A
           No
(26) Regal Floor Covering Inc

2137 South Main Street
Fall River,MA02722
 ContrEmploy MA N/A
           No
(27) RDA Construction Corp

35 North Street
Canton,MA02021
 ContrEmploy MA N/A
           No
(28) Providence Window Treatment

1307 Mineral Spring Ave
North Providence,RI02904
 ContrEmploy RI N/A
           No
(29) Providence Plan

10 Davol Square Suite 300
Providence,RI02903
 ContrEmploy RI N/A
           No
(30) Providence Housing Authority

100 Broad Street
Providence,RI02903
 ContrEmploy RI N/A
           No
(31) Play Safe Turf & track Ltd

309 E Lincoln Street Suite 1
Ithaca,NY14850
 ContrEmploy NY N/A
           No
(32) Pihl Inc

35 North Street Suite 200
Canton,MA02021
 ContrEmploy MA N/A
           No
(33) Pavilion Floors Inc

90 Commerce Way
Woburn,MA01801
 ContrEmploy MA N/A
           No
(34) Pasquazzi Brothers Inc

464 Dyer Avenue
Cranston,RI02920
 ContrEmploy RI N/A
           No
(35) Pala Construction Corp

PO Box 128
Glen Rock,NJ07452
 ContrEmploy NJ N/A
           No
(36) Overhead Door Co of Prov

1 Overhead Way
Warwick,RI02888
 ContrEmploy RI N/A
           No
(37) Optimum Building Corp

PO Box 4773
Springfield,MA01101
 ContrEmploy MA N/A
           No
(38) OConnor Corp

45 Industrial Dr
Canton,MA02021
 ContrEmploy MA N/A
           No
(39) OBrien Installations

1 Liberty Street
Sandwich,MA02563
 ContrEmploy MA N/A
           No
(40) OBrien III Construction

4 Jonathan Lane
Townsend,MA01474
 ContrEmploy MA N/A
           No
(41) Northern General Contr Inc

PO Box 900
Palmer,MA01069
 ContrEmploy MA N/A
           No
(42) Northern Corp

175 Boston Road
Southborough,MA01772
 ContrEmploy MA N/A
           No
(43) Northeast Remsco Construction

1433 Rt 3 Bldg B
Farmingdale,NJ07727
 ContrEmploy NJ N/A
           No
(44) Northeast Interior Sys of NE

7701 Maltlage Drive
Liverpool,NY13090
 ContrEmploy NY N/A
           No
(45) Northborough

425 Sawyer Hill Road
Berlin,MA01503
 ContrEmploy MA N/A
           No
(46) North East Foam Solutions

PO Box 288
Dedham,MA02027
 ContrEmploy MA N/A
           No
(47) Nor Easter Installations

39 Wedgewood Dr Suite L
Jewett City,CT06351
 ContrEmploy CT N/A
           No
(48) NK Constuction LLC

29 Belmont St
Wethersfield,CT06109
 ContrEmploy CT N/A
           No
(49) Newton Roofing

69 Howard St
Watertown,MA02472
 ContrEmploy MA N/A
           No
(50) Mount Hope Builders Inc

37 Wall Street
Bristol,RI02809
 ContrEmploy RI N/A
           No
(51) Merrimac Tile Co

18 Tsienneto Road
Derry,NH03038
 ContrEmploy NH N/A
           No
(52) Marr Scaffolding Company

1 D Street
South Boston,MA02127
 ContrEmploy MA N/A
           No
(53) Maron Constuction Co Inc

PO Box 19727
Johnston,RI02919
 ContrEmploy RI N/A
           No
(54) Marguerite Concrete Contr Inc

11 Rosenfeld Drive
Hopedale,MA01747
 ContrEmploy MA N/A
           No
(55) Manafort Brothers Inc

414 New Britain Avenue
Plainville,CT06062
 ContrEmploy CT N/A
           No
(56) Longden Co Inc

446 River Road
Hudson,MA01749
 ContrEmploy MA N/A
           No
(57) Liberty Const Services LLC

54 New Market Square
Boston,MA02118
 ContrEmploy MA N/A
           No
(58) Lee Kennedy Company Inc

122 Quincy Shore Drive
Quincy,MA02171
 ContrEmploy MA N/A
           No
(59) Lanco Scaffolding Inc

33 Earle Street
Somerville,MA02143
 ContrEmploy MA N/A
           No
(60) Laboratory Specialist Co

453 South Street E
Raynham,MA02767
 ContrEmploy MA N/A
           No
(61) Korel Constuction

1 Harry Street
Cranston,RI02907
 ContrEmploy RI N/A
           No
(62) Kiewit Construction Company

470 Chestnut Ridge Road
Woodcliff Lake,NJ07677
 ContrEmploy NJ N/A
           No
(63) Kenvo Floor Co Inc

128 Ten Rod Road
Exeter,RI02822
 ContrEmploy RI N/A
           No
(64) K & K Acoustical Ceilings Inc

1881 Main Street Unit 7
Tewksbury,MA01876
 ContrEmploy MA N/A
           No
(65) K & J Interiors

4 Court Street
Plymouth,MA02360
 ContrEmploy MA N/A
           No
(66) John Strafach & Sons Inc

PO Box 1278
Westerly,RI02891
 ContrEmploy RI N/A
           No
(67) John Rocchio Corporation

20 Lark Industrial Parkway
Smithfield,RI02828
 ContrEmploy RI N/A
           No
(68) JC Floor Covering Inc

14 Jewel Drive Suite 6
Wilmington,MA01887
 ContrEmploy MA N/A
           No
(69) J L Marshall & Sons Inc

3 Clara Street
Seekonk,MA02771
 ContrEmploy MA N/A
           No
(70) J H Lynch & Sons

50 Lynch Place
Cumberland,RI02864
 ContrEmploy RI N/A
           No
(71) J & J Const Architectural Wood

PO Box 266
East Taunton,MA02718
 ContrEmploy MA N/A
           No
(72) J & J Finshes Incorp

3550 W Cummings Park
Woburn,MA01801
 ContrEmploy MA N/A
           No
(73) J & B Welding Inc

229 N Main Street
Coopersburg,PA18036
 ContrEmploy PA N/A
           No
(74) International Building Corp

1992 Old Louisquisset Pike
Lincoln,RI02865
 ContrEmploy RI N/A
           No
(75) Interbuild Inc

103 Higginson Avenue
Lincoln,RI02865
 ContrEmploy RI N/A
           No
(76) Insul-Pro Insulation Co Inc

267 N Quincy Street
Abington,MA02351
 ContrEmploy MA N/A
           No
(77) Iannuccillo & Sons Construction Co

70 Calverly St
Providence,RI02908
 ContrEmploy RI N/A
           No
(78) Henderson Floor Covering Inc

54 Speck Ave
Cranston,RI02910
 ContrEmploy RI N/A
           No
(79) Hayward Baker Inc

1130 Annapolis Road Ste 202
Odenten,MD21113
 ContrEmploy MD N/A
           No
(80) Hart Engineering Corporation

800 Scenic View Drive
Cumberland,RI02864
 ContrEmploy RI N/A
           No
(81) HSI Construction Inc

PO Box 2244
Pawtucket,RI02861
 ContrEmploy RI N/A
           No
(82) H Carr & Sons Inc

PO Box 9088
Providence,RI02940
 ContrEmploy RI N/A
           No
(83) Griffin Interiors Inc

12 Bay Street Unit 103
Wilmington,MA01887
 ContrEmploy MA N/A
           No
(84) Granite State Specialties LLC

21 West Auburn St Unit 7B
Manchester,NH03103
 ContrEmploy NH N/A
           No
(85) Glennco Construction Co

6 Kara Lane
Billerica,MA01821
 ContrEmploy MA N/A
           No
(86) Gleeson Powers Inc

41 Dean Ave
Franklin,MA02038
 ContrEmploy MA N/A
           No
(87) Gibson Associates Inc

325 Boston Post Road Ste 4
Sudbury,MA01776
 ContrEmploy MA N/A
           No
(88) Galway Development Corp

2512 Doral Drive
Pennsauken,NJ08109
 ContrEmploy NJ N/A
           No
(89) G&C Concrete

19 Hale Street
Haverhill,MA01830
 ContrEmploy MA N/A
           No
(90) Franklin Door Specialists Inc

52 Winter Street
Whitman,MA02382
 ContrEmploy MA N/A
           No
(91) Francis Harvey & Sons

141 Dewey Street
Worcester,MA01610
 ContrEmploy MA N/A
           No
(92) Flooring Solutions Inc

54C Vermont Ave
Warwick,RI02888
 ContrEmploy RI N/A
           No
(93) Essex Newbury North Contracting Corp

65 Parker Street Unit 5
Newburyport,MA01951
 ContrEmploy MA N/A
           No
(94) Eastern General Contractors

52-60 Berkshire Avenue
Springfield,MA01109
 ContrEmploy MA N/A
           No
(95) East Coast Interiors

17 Minnesota Ave
Warwick,RI02888
 ContrEmploy RI N/A
           No
(96) E W Burman Inc

33 Vermont Avenue
Warwick,RI02888
 ContrEmploy RI N/A
           No
(97) E Turgeon Construction Corp

1 Harry Street
Cranston,RI02907
 ContrEmploy RI N/A
           No
(98) Drywall Limited

1020 Turnpike Street 12
Canton,MA02021
 ContrEmploy MA N/A
           No
(99) Diversified Construction

11 South Angel St Suite 391
Providence,RI02906
 ContrEmploy RI N/A
           No
(100) Dimeo Construction Company

75 Chapman Street
Providence,RI02905
 ContrEmploy RI N/A
           No
(101) Dillon Accoustical Ceilings

410 Harris Road Unit B
Smithfield,RI02917
 ContrEmploy RI N/A
           No
(102) Desperini Contracting Group

450 Pavilion Ave Unit 2
Warwick,RI02888
 ContrEmploy RI N/A
           No
(103) Daniel OConnells Sons Inc

480 Hampden Street PO BOX 267
Holyoke,MA01041
 ContrEmploy MA N/A
           No
(104) DAmbra Construction Company

800 Jefferson Blvd
Warwick,RI02887
 ContrEmploy RI N/A
           No
(105) D & M Concrete Floor Company Inc

2 Lark Street
Fall River,MA02721
 ContrEmploy MA N/A
           No
(106) Custom Drywall Inc

63 Commercial Avenue
East Providence,RI02914
 ContrEmploy RI N/A
           No
(107) Contract Flooring Installations Inc

65 Ryan Drive Unit 4F
Raynham,MA02767
 ContrEmploy MA N/A
           No
(108) Consigli Construction

72 Sumner Street
Milford,MA01757
 ContrEmploy MA N/A
           No
(109) Colony Drywall Inc

1119 State Road
Westport,MA02790
 ContrEmploy MA N/A
           No
(110) Colonial Systems Inc

326 Balladvale Street Suite 200
Wilmington,MA01887
 ContrEmploy MA N/A
           No
(111) Chase Construction Co

154 Anthony Road PO Box 839
Portsmouth,RI02871
 ContrEmploy RI N/A
           No
(112) Chamberlin Of RI

160 Greenwich Avenue
Warwick,RI02886
 ContrEmploy RI N/A
           No
(113) Century Drywall

1992 Louisquisset Pike
Lincoln,RI02865
 ContrEmploy RI N/A
           No
(114) Central Ceilings Inc

36 Norfolk Avenue
South Easton,MA02375
 ContrEmploy MA N/A
           No
(115) Catalano Construction Inc

10 Nate Whipple Highway
Cumberland,RI02864
 ContrEmploy RI N/A
           No
(116) Cashman Equipment Corp

161 Granite Ave Ste 12
Boston,MA02124
 ContrEmploy MA N/A
           No
(117) Cardi Corporatino

400 Lincoln Avenue
Warwick,RI02888
 ContrEmploy RI N/A
           No
(118) Capital Carpet & Flooring

12 Walnut Hill Park
Woburn,MA01801
 ContrEmploy MA N/A
           No
(119) Cape Cod Plastering Inc

2812 Acushnet Avenue
New Bedford,MA02745
 ContrEmploy MA N/A
           No
(120) CRC Company Inc

77 Federal Avenue 2nd Floor
Quincy,MA02169
 ContrEmploy MA N/A
           No
(121) CH Nickerson & Co Inc

49 Hayden Hill Road PO Box 808
Torrington,CT06790
 ContrEmploy CT N/A
           No
(122) C & J Forms Inc

426 Smith Street
North Kingstown,RI02852
 ContrEmploy RI N/A
           No
(123) Business Int Floorcovering

16 Everberg Road
Woburn,MA01801
 ContrEmploy MA N/A
           No
(124) Brownstone Corporation

PO Box 2021
North Haven,CT06473
 ContrEmploy CT N/A
           No
(125) Brand Energy Services

100 Burtt Street Suite 113
Andover,MA01810
 ContrEmploy MA N/A
           No
(126) Bond Brothers Inc

145 Spring Street
Everett,MA02149
 ContrEmploy MA N/A
           No
(127) Becht Corporation

120 Lumber Lane Suite 19
Tewksbury,MA01876
 ContrEmploy MA N/A
           No
(128) BBL Carlton

PO Box 12789
Albany,NY12212
 ContrEmploy NY N/A
           No
(129) Bayside Interiors Incorporated

3220 Darby Common
Fremont,CA94539
 ContrEmploy CA N/A
           No
(130) Bay State Building

144 Lundquist Drive
Braintree,MA02184
 ContrEmploy MA N/A
           No
(131) Bacon Construction

2441 Narragansett Park Drive
East Providence,RI02916
 ContrEmploy RI N/A
           No
(132) A-Z Tech Forms

PO Box 341
North Scituate,RI02857
 ContrEmploy RI N/A
           No
(133) Automation Solutions Inc

38 Third Ave Unit 100W
Charlestown,MA02129
 ContrEmploy MA N/A
           No
(134) Atlas Scaffold & Equpment Inc

80 Gilbane St
Warwick,RI02886
 ContrEmploy RI N/A
           No
(135) Archer Corporation

349 Washington Street
Malden,MA02148
 ContrEmploy MA N/A
           No
(136) American Contractors

120 York Ave
Randolph,MA02368
 ContrEmploy MA N/A
           No
(137) American Bridge

1000 American Bridge Way
Corapolis,PA15108
 ContrEmploy PA N/A
           No
(138) Aluminum Services Inc

480 South Main Street
Randolph,MA02368
 ContrEmploy MA N/A
           No
(139) Allied Pile Driving

PO Box 74
Canton,MA02021
 ContrEmploy MA N/A
           No
(140) Allegheny Contract

36 Holton Street
Winchester,MA01890
 ContrEmpoy MA N/A
           No
(141) All Safe Scaffold

2 Susan Circle
Carver,MA02330
 ContrEmploy MA N/A
           No
(142) All Panel Systems LLC

764 East Main St PO Box 804
Branford,CT06405
 ContrEmploy CT N/A
           No
(143) All Interiors

184 Rockingham Road
Londonderry,NH03053
 ContrEmploy NH N/A
           No
(144) All American Sports Group

5 Fulton St Suite 100
Canton,MA02021
 ContrEmploy MA N/A
           No
(145) Algar Construction Corp

40 Meadowbrook Road
Brockton,MA02301
 ContrEmploy MA N/A
           No
(146) Aetna Bridge Company

100 Jefferson Blvd Suite 100
Warwick,RI02888
 ContrEmploy RI N/A
           No
(147) Acoustics Inc

58 Alna Lane
East Hartford,CT06108
 ContrEmploy CT N/A
           No
(148) Acoustek Inc

20 Ventura Drive
North Dartmouth,MA02747
 ContrEmploy MA N/A
           No
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" to 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 other organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to 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 section 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) 2012
Schedule R (Form 990) 2012
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation

Additional Data


Software ID: 12000229
Software Version: 2012v2.0