FORM LM-2 LABOR ORGANIZATION U.S. Department of …i.b5z.net/i/u/1350838/i/ufcw8-08.pdf$100,000 Face Goldman Sachs Group, Inc. Corp Bond $91,746 1167 Shares Sector SPDR Energy $55,748

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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.

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

READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.

For Official Use Only

1. FILE NUMBER

043-536

2. PERIOD COVEREDFrom 1/1/2008Through 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 FOOD & COMMERCIAL WKRS

5. DESIGNATION (Local, Lodge, etc.) LOCAL UNION

6. DESIGNATION NBR 8

7. UNIT NAME (if any) GOLDEN STATE

8. MAILING ADDRESS (Type or print in capital letters)First Name JACQUES

Last Name LOVEALL

P.O Box - Building and Room Number SUITE 100

Number and Street 2200 PROFESSIONAL DR

City ROSEVILLE

State CA

ZIP Code + 4 95661-7744

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: Jacques S Loveall PRESIDENT 27.

SIGNED: Michael Tursky TREASURER

Date: May 26, 2009 Contact Info: Date: May 26, 2009 Contact

Info:

Form LM-2 (Revised 2003)

Page 1 of 65DOL Form Report (ERDS)

5/31/2009http://kcerds.dol-esa.gov/query/orgReport.do

ITEMS 10 THROUGH 21 FILE NUMBER: 043-536

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?

Yes

12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?

Yes

13. During the reporting period did the labor organization discover any loss or shortage of funds or other assets? (Answer "Yes" even if there has been repayment or recovery.)

No

14. What is the maximum amount recoverable under the labor organization's fidelity bond for a loss caused by any officer, employee or agent of the labor organization who handled union funds?

$1,751,000

15. During the reporting period did the labor organization acquire or dispose of any assets in a manner other than purchase or sale?

Yes

16. Were any of the labor organization's assets pledged as security or encumbered in any way at the end of the reporting period?

Yes

17. Did the labor organization have any contingent liabilities at the end of the reporting period?

Yes

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? 12/2011

20. How many members did the labor organization have at the end of the reporting period? 29,948

21. What are the labor organization's rates of dues and fees?

Rates of Dues and FeesDues/Fees Amount Unit Minimum Maximum(a) Regular Dues/Fees Varies per Month $26.00 $54.00

(b) Working Dues/Fees N/A per N/A

(c) Initiation Fees Varies per Initiation $100 $510

(d) Transfer Fees $50 per

Bakers Union

Trf(e) Work Permits N/A per N/A




STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 043-536

ASSETS

ASSETSSchedule

Number

Start of Reporting Period

(A)

End of Reporting Period

(B)

22. Cash $5,101,278 $5,384,407

23. Accounts Receivable 1 $0 $024. Loans Receivable 2 $0 $0

25. U.S. Treasury Securities $0 $0

26. Investments 5 $1,281,240 $1,073,78227. Fixed Assets 6 $4,946,582 $5,073,03528. Other Assets 7 $4,218 $4,218

29. TOTAL ASSETS $11,333,318 $11,535,442

LIABILITIES

LIABILITIESSchedule

Number

Start of Reporting Period

(A)

End of Reporting Period

(B) 30. Accounts Payable 8 $0 $031. Loans Payable 9 $4,387,526 $4,364,18532. Mortgages Payable $0 $033. Other Liabilities 10 $58,167 $29,391

34. TOTAL LIABILITIES $4,445,693 $4,393,576

35. NET ASSETS $6,887,625 $7,141,866




STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 043-536

CASH RECEIPTS SCH AMOUNT36. Dues and Agency Fees $17,418,861

37. Per Capita Tax $0

38. Fees, Fines, Assessments, Work Permits $1,713,498

39. Sale of Supplies $2,740

40. Interest $72,071

41. Dividends $28,931

42. Rents $689,732

43. Sale of Investments and Fixed Assets 3 $253,87044. Loans Obtained 9 $045. Repayments of Loans Made 2 $046. On Behalf of Affiliates for Transmittal to Them $0

47. From Members for Disbursement on Their Behalf $0

48. Other Receipts 14 $146,450

49. TOTAL RECEIPTS $20,326,153

CASH DISBURSEMENTS SCH AMOUNT50. Representational Activities 15 $7,843,17251. Political Activities and Lobbying 16 $426,65852. Contributions, Gifts, and Grants 17 $224,10153. General Overhead 18 $2,912,97654. Union Administration 19 $594,43555. Benefits 20 $1,093,893

56. Per Capita Tax $5,305,555

57. Strike Benefits $0

58. Fees, Fines, Assessments, etc. $0

59. Supplies for Resale $6,016

60. Purchase of Investments and Fixed Assets 4 $919,127

61. Loans Made 2 $062. Repayment of Loans Obtained 9 $94,43963. To Affiliates of Funds Collected on Their Behalf $0

64. On Behalf of Individual Members $0

65. Direct Taxes $599,784

66. Subtotal $20,020,156

67. Withholding Taxes and Payroll Deductions

67a. Total Withheld $2,383,090 67b. Less Total Disbursed $2,405,959

67c. Total Withheld But Not Disbursed -$22,869

68. TOTAL DISBURSEMENTS $20,043,025




SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 043-536

There was no data found for this schedule.

SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 043-536


SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 043-536

Description (if land or buildings give location) (A)

Cost (B)

Book Value (C)

Gross Sales Price (D)

Amount Received

(E) Common Stocks $425,899 $175,447 $175,447 $175,477Closed-End Mutual Funds $50,000 $41,178 $41,178 $41,178Corporate Bonds $21,603 $20,000 $20,000 $20,000Autos $44,358 $22,188 $17,215 $17,215Total of all lines $541,860 $258,813 $253,840 $253,870

14. Less Reinvestments $0

(Net Sales total will automatically entered in Item 43) 15. Net Sales $253,870Form LM-2 (Revised 2003)



SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 043-536

Description (if land or buildings, give location) (A)

Cost (B)

Book Value (C)

Cash Paid (D)

Building Improvement - Roseville, CA $279,780 $279,780 $279,780Building Improvements - Fresno, CA $4,487 $4,487 $4,487Office Furniture and Equipment $56,157 $56,157 $56,157Transportation Equipment $92,444 $92,444 $92,444Mutual Funds $179,990 $179,990 $179,990Corporate Bonds $306,269 $306,269 $306,269Total of all lines $919,127 $919,127 $919,127

14. Less Reinvestments $0

(Net Purchases total will automatically entered in Item 60) 15. Net Purchases $919,127Form LM-2 (Revised 2003)



SCHEDULE 5 - INVESTMENTS FILE NUMBER: 043-536

Description (A)

Amount (B)

Marketable Securities 1. Total Cost $02. Total Book Value $1,073,7823. List each marketable security which has a book value over $5000 and exceeds 5% of Line 2.

1738 Shares Johnson and Johnson $103,9851750 Shares Philip Morris Intl. Inc. $76,1431828 Shares Proctor and Gamble $113,007$100,000 Face Goldman Sachs Group, Inc. Corp Bond $91,7461167 Shares Sector SPDR Energy $55,748

Other Investments 4. Total Cost $05. Total Book Value $06. List each other investment which has a book value over $5000, of Line 5. Also list each Trust which is an investment.

N/A $07. Total of Lines 2 and 5 (Total will be automatically entered in Item 26, Column(B)) $1,073,782Form LM-2 (Revised 2003)



SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 043-536

Description (A)

Cost or Other Basis (B)

Total Depreciation or

Amount Expensed

(C)

Book Value (D)

Value (E)

1. 2200 Professional Dr., Roseville, CA 95661 $1,075,480 $1,075,480 $1,075,480

1. 2007 Yosemite Blvd., Modesto, CA $5,000 $5,000 $5,000

1. 3485 Shaw Ave., Fresno, CA $100,000 $100,000 $100,000

1. 2918 N. West Ave., Fresno CA $23,023 $23,023 $23,023

3. 2200 Professional Dr., Roseville, CA 95661 $5,146,873 $2,208,249 $2,938,624 $2,938,6243. 2007 Yosemite Blvd., Modesto, CA $221,728 $192,957 $28,771 $28,7713. 3485 Shaw Ave., Fresno, CA $1,007,161 $345,914 $661,247 $661,2473. 2918 N. West Ave., Fresno CA $97,703 $87,817 $9,886 $9,8865. Automobiles and Other Vehicles $260,901 $141,682 $119,219 $119,2196. Office Furniture and Equipment $1,196,793 $1,090,296 $106,497 $106,497

7. Other Fixed Assets $12,638 $7,350 $5,288 $5,288

8. Totals of Lines 1 through 7 (Column(D) Total will be automatically entered in Item 27, Column(B))

$9,147,300 $4,074,265 $5,073,035 $5,073,035




SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 043-536

Description (A)

Book Value (B)

Deposits $4,218Total Other Assets (Total will be automatically entered in Item 28, Column(B)) $4,218Form LM-2 (Revised 2003)



SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 043-536


SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 043-536

Source of Loans Payable at Any Time During the Reporting Period

(A)

Loans Owed at Start of Period

(B)

Loans Obtained During Period

(C)

Repayment During Period

Cash (D)(1)

Repayment During Period

Other Than Cash (D)(1)

Loans Owed at End of Period

(E)

First Bank & Trust $4,352,799 $0 $80,996 $0 $4,271,803Vehicle Loans $34,727 $0 $13,443 $0 $21,284U.F.C.W. International Union $0 $0 $0 $0 $71,098

Total Loans Payable $4,387,526 $0 $94,439 $0 $4,364,185Totals will be automatically entered in...

Item 31 Column (C)

Item 44 Item 62 Item 69 with Explanation

Item 31 Column (D)




SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 043-536

Description (A)

Amount at End of Period

(B) Payroll Taxes & Withholding Payable $18,473Rental Security Deposits $10,918Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $29,391Form LM-2 (Revised 2003)



SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS

FILE NUMBER: 043-536

(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

Jacques Loveall President C

$197,634 $50,000 $15,751 $0 $263,385

ISchedule 15 Representational Activities

51 %

Schedule 16 Political Activities and Lobbying

5 % Schedule 17 Contributions 3 %

Schedule 18 General Overhead

6 % Schedule 19 Administration 35 %

A B C

Michael Tursky Secretary-Treasurer C

$190,500 $30,000 $1,591 $0 $222,091


70 %





A B C

Kirk Vogt Recorder C

$163,317 $0 $24,772 $0 $188,089


90 %





A B C

Joe Ambrosi Vice-President C

$146,878 $9,660 $24,101 $0 $180,639


69 %





A B C

Jim Avalos Vice-President C

$0 $4,807 $0 $0 $4,807


0 %




0 % Schedule 19 Administration

100 %

A B C

Mark Berns Vice-President C

$91,767 $9,660 $10,112 $0 $111,539

Schedule 15 Schedule 16 Political Schedule 17 Schedule 18 Schedule 19



I Representational Activities 57 % Activities and

Lobbying 2 % Contributions 0 % General Overhead 15 % Administration 26 %

A B C

Anna Calandra Vice-President C

$0 $4,225 $0 $0 $4,225


0 %





100 %

A B C

Michael Carlisle Vice-President P

$0 $1,875 $0 $0 $1,875


0 %





100 %

A B C

Joseph Ciotti Vice-President C

$136,700 $9,660 $16,848 $0 $163,208


90 %





A B C

Michael Crain Vice-President C

$51,775 $7,245 $6,095 $0 $65,115


94 %





A B C

Richard Glazer Vice-President C

$146,878 $9,660 $13,038 $0 $169,576


80 %





A B C

Trevor Griffin Vice-President N

$0 $1,200 $0 $0 $1,200


0 %





100 %

A B C

Cindy Hammond Vice-President C

$0 $3,728 $0 $0 $3,728




0 %





100 %

A B C

Peter Juarros Vice-President C

$0 $2,813 $0 $0 $2,813


0 %





100 %

A B C

Adam Loveall Vice-President P

$159,200 $9,660 $9,522 $0 $178,382


15 %





A B C

Kathie Martin Vice-President N

$0 $1,549 $0 $0 $1,549


0 %





100 %

A B C

Tim Masuko Vice-President C

$0 $4,753 $0 $0 $4,753


0 %





100 %

A B C

Juan Mendoza Vice-President P

$0 $1,635 $0 $0 $1,635


0 %





100 %

A B C

John Micheletti Vice-President C

$86,700 $9,660 $13,357 $0 $109,717


80 %





A B

Sheryl Percell Vice-President C

$144,960 $9,660 $10,372 $0 $164,992



C


64 %





A B C

Richard Salton Vice-President C

$107,200 $9,660 $11,564 $0 $128,424


92 %





A B C

Jim Silveira Vice-President C

$0 $4,288 $0 $0 $4,288


0 %





100 %

A B C

Bob Stirrup Vice-President C

$0 $4,165 $0 $0 $4,165


0 %





100 %

A B C

Scott Taylor Vice-President P

$0 $975 $0 $0 $975


0 %





100 %

A B C

Lori Thurn Vice-President C

$0 $4,532 $0 $0 $4,532


0 %





100 %

A B C

Andrea Torres Vice-President C

$0 $3,746 $0 $0 $3,746


0 %





100 %

A

Carlos Valenzuela Vice-President

$91,214 $9,660 $14,581 $0 $115,455



B C

C


91 %





A B C

Albert Wong Vice-President C

$0 $4,018 $0 $0 $4,018


0 %





100 %

Total Officer Disbursements $1,714,723 $222,494 $171,704 $0 $2,108,921

Less Deductions

Net Disbursements $2,108,921




SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 043-536

(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

Lori Allen Office Technician N/A

$38,236 $0 $0 $0 $38,236


98 %





A B C

Irma Arteaga Chief Shop Steward N/A

$41,600 $0 $0 $0 $41,600


100 %





A B C

Karen Batchelor Office Technician N/A

$15,603 $0 $0 $0 $15,603


0 %




100 %

Schedule 19 Administration 0 %

A B C

Jeff Berns Union Representative N/A

$84,600 $9,660 $7,273 $0 $101,533


78 %





A B C

Kim Berns Office Technician N/A

$38,134 $0 $0 $0 $38,134


98 %





A B C

Steven Bodine Union Representative N/A

$84,475 $9,660 $9,381 $0 $103,516


78 % Schedule 16 Political Activities and






Lobbying A B C

Macrina Bolanos Office Technician N/A

$32,746 $0 $432 $0 $33,178


98 %





A B C

Leslie Bouchard Executive Assistant N/A

$85,300 $9,660 $11,958 $0 $106,918


51 %





A B C

Eric Brandon Union Representative N/A

$84,600 $9,660 $11,287 $0 $105,547


80 %





A B C

Patricia Brown Union Representative N/A

$56,650 $9,660 $7,233 $0 $73,543


83 %





A B C

Kimberly Carlton Administrative Assistant N/A

$60,100 $0 $0 $0 $60,100


90 %





A B C

Patricia Chiara Union Representative N/A

$65,763 $9,660 $5,083 $0 $80,506


70 %





A B C

Christine Clinton Office Technician N/A

$32,601 $0 $77 $0 $32,678

Schedule 15 Schedule 16 Schedule 18



IRepresentational Activities 98 %

Political Activities and Lobbying


General Overhead 2 % Schedule 19

Administration 0 %

A B C

Geraldine Cowdrey Office Technician N/A

$40,898 $0 $264 $0 $41,162


98 %





A B C

Linda Crespillo Office Secretary N/A

$75,895 $0 $236 $0 $76,131


96 %





A B C

Katrina Crespillo Office Technician N/A

$36,339 $0 $0 $0 $36,339


98 %





A B C

Darin Ferguson Union Representative N/A

$86,463 $9,660 $9,935 $0 $106,058


85 %





A B C

Douglas Fleming Union Representative N/A

$51,633 $9,660 $7,415 $0 $68,708


75 %





A B C

Margie Fossi Human Resources N/A

$74,521 $0 $189 $0 $74,710


13 %





A B C

Veronica Foster Administrative Assistant N/A

$40,654 $0 $1,054 $0 $41,708




13 %





A B C

Mike Fursman Meat Division Coord N/A

$143,550 $9,660 $17,119 $0 $170,329


90 %





A B C

Michael Gentry Union Representative N/A

$92,700 $9,660 $10,847 $0 $113,207


78 %





A B C

Felicia Gutierrez Administrative Assistant N/A

$10,796 $0 $82 $0 $10,878


89 %





A B C

Elissa K Hardy Community Activist N/A

$10,953 $0 $16 $0 $10,969


100 %





A B C

Susan A Harsch Community Activist N/A

$11,965 $0 $0 $0 $11,965


100 %





A B C

John Heise Regional Coordinator N/A

$136,700 $9,660 $12,454 $0 $158,814


78 %





A B

Corinne Higley Administrative Assistant N/A

$51,841 $0 $2,939 $0 $54,780



C


90 %





A B C

Andrew Houts Union Representative N/A

$87,700 $9,660 $7,983 $0 $105,343


73 %





A B C

Alicia Huetter Office Technician N/A

$36,416 $0 $0 $0 $36,416


98 %





A B C

Jerry Hunsucker Strategic Programs Rep N/A

$96,300 $9,660 $20,553 $0 $126,513


77 %





A B C

John Johantgen Union Representative N/A

$62,020 $8,577 $7,233 $0 $77,830


92 %





A B C

Michael J Keck Community Activist N/A

$21,591 $0 $0 $0 $21,591


100 %





A B C

Terri Kiehlmeier Regional Coordinator N/A

$98,200 $9,660 $8,043 $0 $115,903


83 %





A

Yolanda Kim Office Technician

$32,071 $0 $38 $0 $32,109



B C

N/A


98 %





A B C

Raymond Kristoff Regional Coordinator N/A

$122,700 $9,660 $12,354 $0 $144,714


87 %





A B C

Tamara Lewis Union Representative N/A

$84,600 $9,660 $4,843 $0 $99,103


82 %





A B C

Barbara Losada Office Technician N/A

$19,245 $0 $0 $0 $19,245


98 %





A B C

Paul Lowney Union Representative N/A

$65,521 $9,660 $10,735 $0 $85,916


85 %





A B C

Martin Lugo Union Representative N/A

$90,800 $1,928 $17,617 $0 $110,345


87 %





A B C

Gilberto Luna Union Representative N/A

$82,638 $9,660 $11,172 $0 $103,470


84 %







A B C

Derek Manelski Special Projects Org N/A

$36,100 $0 $9,787 $0 $45,887


83 %





A B C

Jerry Martin Union Representative N/A

$77,593 $6,440 $7,825 $0 $91,858


90 %





A B C

John Mason Union Representative N/A

$55,538 $9,660 $8,451 $0 $73,649


88 %





A B C

Maria Michel Office Technician N/A

$32,549 $0 $384 $0 $32,933


98 %





A B C

Sandra Mitchell Office Technician N/A

$34,901 $0 $57 $0 $34,958


90 %





A B C

Daniel T Mula Community Activist N/A

$26,925 $0 $2,779 $0 $29,704


100 %





A B C

Claudia Ontiveros Accounting Assistant N/A

$42,891 $0 $211 $0 $43,102

I Schedule 15 Representational

10 % Schedule 16 Political Activities and

6 % Schedule 17 Contributions 0 % Schedule 18

General 80 % Schedule 19

Administration 4 %



Activities Lobbying Overhead A B C

Charis Pasley Office Technician N/A

$39,687 $0 $62 $0 $39,749


98 %





A B C

Thomas Pate, II Union Representative N/A

$106,300 $9,660 $9,205 $0 $125,165


82 %





A B C

Fred Pepper Union Representative N/A

$87,700 $10,160 $6,594 $0 $104,454


94 %





A B C

Desiree Percell Office Technician N/A

$17,380 $0 $0 $0 $17,380


0 %




100 %


A B C

Darlene A Pierce Community Activist N/A

$13,815 $0 $358 $0 $14,173


100 %





A B C

Timothy Plank Special Representative N/A

$49,898 $0 $17,672 $0 $67,570


14 %





A B C

Shelly Ralls Computer Analyst N/A

$64,900 $0 $1,259 $0 $66,159




IRepresentational Activities 98 %




Administration 0 %

A B C

Shelly Ramont Assistant Union Repres N/A

$54,697 $0 $0 $0 $54,697


98 %





A B C

Donna Rauch Administrative Assistant N/A

$60,100 $0 $340 $0 $60,440


15 %





A B C

Cindy Reynon Office Technician N/A

$30,536 $0 $0 $0 $30,536


98 %





A B C

Elizabeth Rivinius Union Representative N/A

$49,356 $7,245 $7,281 $0 $63,882


90 %





A B C

Laurinda T Russell Community Activist N/A

$10,188 $0 $0 $0 $10,188


100 %





A B C

Sandra Samoville Office Secretary N/A

$50,176 $0 $3,258 $0 $53,434


77 %





A B C

Lee Schreiter Special Representative N/A

$55,538 $9,660 $3,969 $0 $69,167




93 %





A B C

Ana Bela Silveira Office Technician N/A

$38,255 $0 $1,664 $0 $39,919


98 %





A B C

Bret Slusser Regional Coordinator N/A

$91,433 $9,660 $9,392 $0 $110,485


86 %





A B C

Connie Slusser Office Technician N/A

$39,037 $0 $5 $0 $39,042


98 %





A B C

Cindy Smith Office Technician N/A

$39,447 $0 $633 $0 $40,080


98 %





A B C

Derek Steele Union Representative N/A

$84,600 $9,660 $4,374 $0 $98,634


80 %





A B C

Jeffrey G Stone Community Activist N/A

$18,048 $0 $0 $0 $18,048


100 %





A B

Paul Supat Union Representative N/A

$87,600 $9,660 $7,222 $0 $104,482



C


80 %





A B C

Scott Taylor Union Representative N/A

$36,063 $4,025 $4,531 $0 $44,619


98 %





A B C

Carolyn Taylor Community Activist N/A

$13,615 $0 $0 $0 $13,615


100 %





A B C

Ernie Thompson Union Representative N/A

$124,571 $0 $5,401 $0 $129,972


90 %





A B C

Jay Trumbull Union Representative N/A

$84,475 $9,660 $12,852 $0 $106,987


87 %





A B C

Patricia Tsang Accounting Manager N/A

$110,573 $0 $330 $0 $110,903


10 %





A B C

Mark Tulowitzky Membership Enroll Coord N/A

$98,700 $9,660 $18,304 $0 $126,664


81 %





A

Fatima Valenzuela Union Representative

$84,600 $9,660 $9,199 $0 $103,459



B C

N/A


87 %





A B C

Jessica Valenzuela Union Representative N/A

$26,797 $3,220 $4,059 $0 $34,076


94 %





A B C

Martha Walker Community Activist N/A

$10,409 $0 $0 $0 $10,409


100 %





A B C

David Wilson Union Representative N/A

$114,274 $4,025 $10,625 $0 $128,924


86 %





A B C

Loel Yerion Union Representative N/A

$54,728 $10,860 $10,395 $0 $75,983


83 %





A B C

Guadalupe Zepeda Union Representative N/A

$84,600 $9,660 $5,321 $0 $99,581


81 %





A B C

Britt B Macias Community Activist N/A

$9,993 $0 $0 $0 $9,993


100 %







A B C

Jeffrey P Sanford Community Activist N/A

$9,153 $0 $0 $0 $9,153


100 %





A B C

Paul A Medinas Community Activist N/A

$6,371 $0 $0 $0 $6,371


100 %





A B C

Rayna E Rivera Community Activist N/A

$5,639 $0 $0 $0 $5,639


100 %





A B C

Christopher J Wallace Community Activist N/A

$5,501 $0 $0 $0 $5,501


100 %





A B C

Robert L Combs Community Activist N/A

$5,004 $0 $0 $0 $5,004


100 %





A B C

Donald W Maez Community Activist N/A

$4,816 $0 $0 $0 $4,816


100 %





A B C

Elaine L Garayalde Community Activist N/A

$4,780 $0 $0 $0 $4,780


100 %

Schedule 16 Political Activities and



Administration 0 %




Matthew A Kristoff Community Activist N/A

$4,660 $0 $0 $0 $4,660


100 %





A B C

Emiliano A Andres Community Activist N/A

$4,471 $0 $0 $0 $4,471


100 %





A B C

Timothy R Chaney Community Activist N/A

$4,204 $0 $0 $0 $4,204


100 %





A B C

Michelle Fossi Student Aid N/A

$3,765 $0 $0 $0 $3,765


0 %




100 %


A B C

Marsden G Wedgeworth Community Activist N/A

$3,665 $0 $0 $0 $3,665


100 %





A B C

Amanda A Pierce Community Activist N/A

$3,266 $0 $0 $0 $3,266


100 %





A B C

Mathew Valenzuela Community Activist N/A

$3,213 $0 $0 $0 $3,213




IRepresentational Activities 100

%




Administration 0 %

A B C

Christopher A Nunes Community Activist N/A

$3,090 $0 $0 $0 $3,090


100 %





A B C

Francine P Gonzales Community Activist N/A

$2,948 $0 $0 $0 $2,948


100 %





A B C

Justin M Putney Community Activist N/A

$2,740 $0 $0 $0 $2,740


100 %





A B C

Nicole Trujillo Student Aid N/A

$2,454 $0 $0 $0 $2,454


0 %




100 %


A B C

James A Kell Community Activist N/A

$2,390 $0 $0 $0 $2,390


100 %





A B C

Dana M Osborne Community Activist N/A

$2,368 $0 $0 $0 $2,368


100 %





A B C

Rick Schaaf Community Activist N/A

$2,330 $0 $0 $0 $2,330




100 %





A B C

Ronald W Wooten Community Activist N/A

$2,330 $0 $0 $0 $2,330


100 %





A B C

Troy L Bauer Community Activist N/A

$2,272 $0 $0 $0 $2,272


100 %





A B C

Melinda E Pierce Community Activist N/A

$2,255 $0 $0 $0 $2,255


100 %





A B C

Anthony Ramos Community Activist N/A

$2,140 $0 $0 $0 $2,140


100 %





A B C

Conley W Pierce Community Activist N/A

$2,021 $0 $0 $0 $2,021


100 %





A B C

Victoria L Largo Community Activist N/A

$1,989 $0 $0 $0 $1,989


100 %





A B

Juan Gonzalez Community Activist N/A

$1,986 $0 $0 $0 $1,986



C


100 %





A B C

Charis Callahan Office Technician N/A

$1,809 $0 $0 $0 $1,809


100 %





A B C

Rachel A Lanoza Community Activist N/A

$1,673 $0 $0 $0 $1,673


100 %





A B C

Eric K Carthen Community Activist N/A

$1,670 $0 $0 $0 $1,670


100 %





A B C

Fay F Russell Community Activist N/A

$1,515 $0 $0 $0 $1,515


100 %





A B C

Brian A Greendahl II Community Activist N/A

$1,325 $0 $0 $0 $1,325


100 %





A B C

Tracey L Gonzalez Community Activist N/A

$1,190 $0 $0 $0 $1,190


100 %





A

Isaac N Jordan Community Activist

$1,142 $0 $0 $0 $1,142



B C

N/A


100 %





A B C

David Padilla Community Activist N/A

$1,125 $0 $0 $0 $1,125


100 %





A B C

Teri A Perkins Community Activist N/A

$905 $0 $0 $0 $905


100 %





A B C

Thomas R Blauvelt Community Activist N/A

$804 $0 $0 $0 $804


100 %





A B C

Anthony W Singleton Community Activist N/A

$713 $0 $0 $0 $713


100 %





A B C

Beatrice L Medinas Community Activist N/A

$683 $0 $0 $0 $683


100 %





A B C

Joyce Van Zuyen Office Secretary N/A

$668 $0 $0 $0 $668


100 %







A B C

Brenda J Cleveland Community Activist N/A

$652 $0 $0 $0 $652


100 %





A B C

David A Pearson Community Activist N/A

$640 $0 $0 $0 $640


100 %





A B C

Maria J Lemos Community Activist N/A

$605 $0 $0 $0 $605


100 %





A B C

Jennifer Allen Student Aid N/A

$599 $0 $0 $0 $599


0 %




100 %


A B C

Christina M Morhart Community Activist N/A

$528 $0 $0 $0 $528


100 %





A B C

Torrey M Love Community Activist N/A

$440 $0 $0 $0 $440


100 %





A B C

Rose M Pereda Community Activist N/A

$440 $0 $0 $0 $440


100 %

Schedule 16 Political Activities and



Administration 0 %




William G Keck Community Activist N/A

$427 $0 $0 $0 $427


100 %





A B C

Ryan T Kubota Community Activist N/A

$290 $0 $0 $0 $290


100 %





A B C

William J Vierra Community Activist N/A

$200 $0 $0 $0 $200


100 %





A B C

Vonnell Jarrell Community Activist N/A

$120 $0 $0 $0 $120


100 %





A B C

Carlos E Ruano Community Activist N/A

$120 $0 $0 $0 $120


100 %





A B C

Christopher J Tarazon Community Activist N/A

$120 $0 $0 $0 $120


100 %





A B C

Bryan P May Community Activist N/A

$80 $0 $0 $0 $80




IRepresentational Activities 100

%




Administration 0 %

A B C

Sandra Talmage Office Technician N/A

$0 $0 $0 $0 $0


100 %





TOTALS RECEIVED BY EMPLOYEES MAKING LESS THAN $10000 $0 $0 $0 $0 $0


95 %





Total Employee Disbursements $4,856,008 $326,960 $399,644 $0 $5,582,612

Less Deductions $1,742,647

Net Disbursements $3,839,965




SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 043-536

Category of Membership (A)

Number (B)

Voting Eligibility (C)

Active Members 29,892 YesAssociate Members 20 NoLife Members 36 No

Members 29,948 Agency Fee Payers* 32

Total Members/Fee Payers 29,980 *Agency Fee Payers are not considered members of the labor organization.Form LM-2 (Revised 2003)



DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 043-536

SCHEDULE 14 OTHER RECEIPTS1. Named Payer Itemized Receipts $34,6072. Named Payer Non-itemized Receipts $82,9823. All Other Receipts $28,8614. Total Receipts $146,450

SCHEDULE 17 CONTRIBUTIONS, GIFTS & GRANTS1. Named Payee Itemized Disbursements $65,3462. Named Payee Non-itemized Disbursements $23,177

3. To Officers $33,0834. To Employees $26,8295. All Other Disbursements $75,6656. Total Disbursements $224,101

SCHEDULE 15 REPRESENTATIONAL ACTIVITIES1. Named Payee Itemized Disbursements $1,443,5722. Named Payee Non-itemized Disbursements $407,770

3. To Officers $1,434,3844. To Employees $4,480,5875. All Other Disbursements $76,8596. Total Disbursements $7,843,172

SCHEDULE 18 GENERAL OVERHEAD1. Named Payee Itemized Disbursements $770,2202. Named Payee Non-itemized Disbursements $744,826

3. To Officers $180,9174. To Employees $890,4805. All Other Disbursements $326,5326. Total Disbursements $2,912,976

SCHEDULE 16 POLITICAL ACTIVITIES AND LOBBYING

1. Named Payee Itemized Disbursements $137,6972. Named Payee Non-itemized Disbursements $10,194


SCHEDULE 19 UNION ADMINISTRATION1. Named Payee Itemized Disbursements $155,1312. Named Payee Non-itemized Disbursements $23,874





SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 043-536

Name and Address (A)

Employment Development Dept 201006 Stockton CA 95201

Type or Classification (B)

State Agency

Purpose (C)

Date (D)

Amount (E)

Total Itemized Transactions $0Total Non-Itemized Transactions $25,256Total of All Transactions $25,256


No California Pharmisist Trust Fund 1277 Treat Boulevard Walnut Creek CA 94597


Trust Fund

Purpose (C)

Date (D)

Amount (E)



UFCW INTERNATIONAL UNION 1775 K STREET, NW WASHINGTON DC 20006


International Union

Purpose (C)

Date (D)

Amount (E)



UFCW Northern California Health Plan 1277 Treat Boulevard Walnut Creek CA 94597


Trust Fund

Purpose (C)

Date (D)

Amount (E)

Mailing Reimbursment 2008-05-20 $16,144Total Itemized Transactions $16,144Total Non-Itemized Transactions $8,445Total of All Transactions $24,589


UFCW Local 45 2918 N. West Ave. Fresno CA 93705


Purpose (C)

Date (D)

Amount (E)

Transfer of Cash - Merger 2008-05-23 $18,463Total Itemized Transactions $18,463Total Non-Itemized Transactions $107Total of All Transactions $18,570



Local UnionForm LM-2 (Revised 2003)



SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 043-536


ADVANCED LABOR LEADERSHIP SUITE 7180 9580 OAK AVE. PKWY FOLSOM CA 95630


OUTSIDE CONSULTANT

Purpose (C)

Date (D)

Amount (E)



AMERICAN MAIL SERVICE 8353 DEMETRE AVE SACRAMENTO CA 95828


MAILING SERVICE PROVIDER

Purpose (C)

Date (D)

Amount (E)

Dues Increase Mailing 2008-12-08 $5,330Postage for Voice of Action Fall Issue 2008-10-21 $6,434Postage for Dues Increase Mailing 2008-11-21 $7,185Membership Mailing 2008-04-17 $15,075Total Itemized Transactions $34,024Total Non-Itemized Transactions $6,086Total of All Transactions $40,110


ANDERSON MARKETING, INC. 277057 SACRAMENTO CA 95826


PROMOTIONAL MERCHANDISER

Purpose (C)

Date (D)

Amount (E)

First Aid Kits for Stewards Seminar 2008-03-28 $6,165First Aid Kits for Stewards Seminar 2008-04-22 $8,191Total Itemized Transactions $14,356Total Non-Itemized Transactions $8,287Total of All Transactions $22,643


BENNETT & SHARPE, INC. 2444 Main Street, Suite 110 Fresno CA 93721-3083


ATTORNEY AT LAW

Purpose (C)

Date (D)

Amount (E)

Research grievance and arbitration issues 2008-11-17 $5,000Research grievance and arbitration issues 2008-06-06 $7,961Research grievance and arbitration issues 2008-08-05 $10,000Research grievance and arbitration issues 2008-05-15 $12,297Total Itemized Transactions $35,258Total Non-Itemized Transactions $0Total of All Transactions $35,258


BLEIWEISS COMMUNICATIONS INC 8160 CALABASAS CA 91372-8160


Purpose (C)

Date (D)

Amount (E)

Weingarten postcard mailing 2008-06-06 $5,520Member mailing re: vacation request 2008-02-08 $5,865Wal Mart campaign 2008-10-06 $10,000Wal Mart campaign 2008-02-04 $10,000Wal Mart campaign 2008-01-09 $10,000Wal Mart campaign 2008-03-07 $10,000Wal Mart campaign 2008-07-08 $10,000Wal Mart campaign 2008-08-05 $10,000



OUTSIDE CONSULTANT Wal Mart campaign 2008-09-10 $10,000Wal Mart campaign 2008-12-08 $10,000Wal Mart campaign 2008-04-16 $10,000Wal Mart campaign 2008-06-02 $10,000"Voice of Action" newsletter 2008-06-03 $29,724Wal Mart campaign 2008-11-04 $10,000Wal Mart campaign 2008-05-02 $10,000"Voice of Action" newsletter 2008-07-08 $13,087"Voice of Action" newsletter 2008-05-02 $16,865"Voice of Action" newsletter 2008-04-03 $17,764"Voice of Action" newsletter 2008-02-08 $21,980"Voice of Action" newsletter 2008-11-04 $22,100Total Itemized Transactions $252,905Total Non-Itemized Transactions $10,576Total of All Transactions $263,481


CARROLL & SCULLY INC 300 MONTGOMERY ST. #735 SAN FRANCISCO CA 94104


LAW FIRM

Purpose (C)

Date (D)

Amount (E)

Legal svc. - litigation, arbitration & grievances 2008-08-13 $5,138


Legal counsel regarding representation issues 2008-04-04 $11,499

Total Itemized Transactions $24,037Total Non-Itemized Transactions $26,099Total of All Transactions $50,136


COMFORT SUITES 210 E. Acequia Avenue Visalia CA 93291


HOTEL

Purpose (C)

Date (D)

Amount (E)



DAVIS, COWELL & BOWE SUITE 1400 595 MARKET STREET SAN FRANCISCO CA 94105-2821


LAW FIRM

Purpose (C)

Date (D)

Amount (E)








Legal svc. - litigation, arbitration & 2008-12-11 $11,634



grievancesLegal svc. - litigation, arbitration & grievances 2008-07-16 $20,820






FOOD & DRUG COUNCIL P.O. Box 8160 Calabasas CA 91372-8160


LABOR COUNCIL

Purpose (C)

Date (D)

Amount (E)

Food & Drug Council Convention 2008 2008-12-30 $13,000Total Itemized Transactions $13,000Total Non-Itemized Transactions $60Total of All Transactions $13,060


FUNCTION CONSULTANTS 15115 SEGURIDAD DRIVE RANCHO MURIETA CA 95683


SEMINAR, MEETING & EVENT COORDINATOR

Purpose (C)

Date (D)

Amount (E)

Contract and Benefits Review Conference 2008-10-09 $30,845Contracts and Benefits Seminar 2008-08-28 $45,000Stewards seminar 2008-03-04 $22,000International studies program 2008-03-07 $7,125Staff meetings, contracts and benefits review 2008-08-05 $5,000

Stewards seminar 2008-05-07 $15,000Stewards seminar 2008-05-19 $28,697Trust Fund Advisory Committee meeting 2008-01-23 $5,906Total Itemized Transactions $159,573Total Non-Itemized Transactions $71,338Total of All Transactions $230,911


JOHN H COHENOUR 2255 WATT AVE. #335 SACRAMENTO CA 95825-0508


ATTORNEY AT LAW

Purpose (C)

Date (D)

Amount (E)

Legal analysis 2008-07-01 $5,364Total Itemized Transactions $5,364Total Non-Itemized Transactions $36,385Total of All Transactions $41,749


PICCADILLY INN P.O. Box 9412 Fresno CA

Purpose (C)

Date (D)

Amount (E)




93792-9412Type or Classification

(B) HOTEL


PREMIER BENEFITS SOLUTIONS SUITE 103 SACRAMENTO CA 95829


BENEFITS CONSULTANTS & ADMINISTRATORS

Purpose (C)

Date (D)

Amount (E)

Membership benefits development and administration 2008-01-22 $46,200














PRINTED SOLUTIONS SUITE P 2777 ALVERADO STREET SAN LEANDRO CA 94577


PRINTING COMPANY

Purpose (C)

Date (D)

Amount (E)

Time books for members 2008-09-16 $16,075Total Itemized Transactions $16,075Total Non-Itemized Transactions $0Total of All Transactions $16,075


SIERRA COPY & PRINTING 9950 HORN ROAD, #5 SACRAMENTO CA 95827


PRINTING COMPANY

Purpose (C)

Date (D)

Amount (E)

Contract booklet for Save Mart 2008-12-29 $5,351Contract booklets for Raley's 2008-12-10 $9,199Contract booklet for Save Mart 2008-12-10 $10,746Contract booklets 2008-09-09 $11,930Total Itemized Transactions $37,226Total Non-Itemized Transactions $15,925Total of All Transactions $53,151

Name and Address Purpose Date Amount



(A) SIERRA OFFICE SUPPLIES 9950 HORN ROAD, #5 SACRAMENTO CA 95827


OFFICE SUPPLY RETAILER

(C) (D) (E) Total Itemized Transactions $0Total Non-Itemized Transactions $16,497Total of All Transactions $16,497


STEPHEN E GOFF 193 Myrtle Road Port Townsend WA 98368


OUTSIDE CONSULTANT

Purpose (C)

Date (D)

Amount (E)



THE SEGAL COMPANY 4059 CHURCH STREET STATION NEW YORK NY 10261


BENEFITS CONSULTANTS

Purpose (C)

Date (D)

Amount (E)

Consulting fee for negotiations 2008-01-18 $28,000Total Itemized Transactions $28,000Total Non-Itemized Transactions $0Total of All Transactions $28,000


TOUR IMAGE, INC. 1046 Commerce Street, #D San Marcos CA 92078


PROMOTIONAL MERCHANDISER

Purpose (C)

Date (D)

Amount (E)

T Shirts for members 2008-11-04 $8,919Total Itemized Transactions $8,919Total Non-Itemized Transactions $5,074Total of All Transactions $13,993


US POSTAL SERVICE SACRAMENTO CA 95828


GOVERNMENT AGENCY

Purpose (C)

Date (D)

Amount (E)

Voice of Action mailing 2008-04-25 $6,302Voice of Action mailing 2008-05-28 $6,409Voice of Action mailing 2008-05-20 $6,466Voice of Action mailing 2008-03-18 $6,520Total Itemized Transactions $25,697Total Non-Itemized Transactions $23,188Total of All Transactions $48,885


WARN MERCED PROJECT

Purpose (C)

Date (D)

Amount (E)

Wal Mart project 2008-04-16 $29,400



1353 MARTINEZ CA 94553


COMMUNITY ORGANIZATION

Wal Mart project 2008-10-21 $29,400Total Itemized Transactions $58,800Total Non-Itemized Transactions $0Total of All Transactions $58,800


KEN FARRAR 14025 Willow Creek Road Lone CA 95640-9554


WORKSITE REPRESENTATIVE

Purpose (C)

Date (D)

Amount (E)



DONALD BATCHELOR 6949 PECAN AVE. ORANGEVILLE CA 95662


WEBSITE DEVELOPER

Purpose (C)

Date (D)

Amount (E)

Web site maintenance and design 2008-02-28 $5,840Total Itemized Transactions $5,840Total Non-Itemized Transactions $14,800Total of All Transactions $20,640


Mastagni, Holstedt & Amick 1912 I STREET SACRAMENTO CA 95811


LAW FIRM

Purpose (C)

Date (D)

Amount (E)





SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 043-536


BLEIWEISS COMMUNICATIONS INC P.O. Box 8160 Calabasas CA 91372-8160


OUTSIDE CONSULTANT

Purpose (C)

Date (D)

Amount (E)



CALIFORNIA LABOR FEDERATION Suite 410 600 Grand Avenue Oakland CA 94610-3561


Labor Organization

Purpose (C)

Date (D)

Amount (E)

Donation 2008-10-24 $15,000Total Itemized Transactions $15,000Total Non-Itemized Transactions $0Total of All Transactions $15,000


CENTRAL LABOR COUNCIL OF FRESNO,MADERA,TULARE 3485 W. Shaw Avenue Fresno CA 93711


Labor Organization

Purpose (C)

Date (D)

Amount (E)

Donation 2008-10-31 $7,500Total Itemized Transactions $7,500Total Non-Itemized Transactions $2,000Total of All Transactions $9,500


SACRAMENTO CENTRAL LABOR Suite 111 2840 El Centro Road Sacramento CA 95833


Labor Organization

Purpose (C)

Date (D)

Amount (E)

Donation 2008-08-01 $5,500Total Itemized Transactions $5,500Total Non-Itemized Transactions $500Total of All Transactions $6,000


UFCW Golden State PAC #100 2200 Professional Dr Roseville CA 95661-7744

Type or Classification

Purpose (C)

Date (D)

Amount (E)

Transfer to PAC Fund 2008-03-24 $29,145Transfer to PAC Fund 2008-06-10 $29,549Transfer to PAC Fund 2008-08-25 $20,077Transfer to PAC Fund 2008-11-21 $30,926Total Itemized Transactions $109,697Total Non-Itemized Transactions $0



(B) Political Action Committee

Total of All Transactions $109,697




SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 043-536


FUNCTION CONSULTANTS P.O. BOX 8160 CALABASAS CA 91372-8160



Purpose (C)

Date (D)

Amount (E)

In support of The One charity fundraiser 2008-08-12 $10,422Leukemia fund raiser/ Person of the year dinner 2008-06-05 $11,451



LOVEALL FOUNDATION STE. 306-256 4120 DOUGLAS BLVD. GRANITE BAY CA 95746-5936


CHARITABLE ORGANIZATION

Purpose (C)

Date (D)

Amount (E)



REDWOOD PALMS PICTURES, INC. SUITE 110 605 COOLIDGE DRIVE FOLSOM CA 95630


FILM INDUSTRY

Purpose (C)

Date (D)

Amount (E)

Sponsorship of Battle in Seattle premier 2008-09-26 $10,000Total Itemized Transactions $10,000Total Non-Itemized Transactions $0Total of All Transactions $10,000


THE ONE CHARITY CLASSIC 5911 AIRPORT ROAD ORISKANY NY 13424


NON-PROFIT ORGANIZATION

Purpose (C)

Date (D)

Amount (E)

Charitable Fundraiser 2008-06-20 $7,500Total Itemized Transactions $7,500Total Non-Itemized Transactions $0Total of All Transactions $7,500


UFCW WESTERN STATES COUNCIL SUITE 2A 8530 STANTON AVENUE BUENA PARK CA 90622-5158


Purpose (C)

Date (D)

Amount (E)

Leukemia Fundraiser Feb 4, 2008 2008-02-27 $10,973Total Itemized Transactions $10,973Total Non-Itemized Transactions $3,460Total of All Transactions $14,433



CHARITABLE ORGANIZATION


INTITUTO LABORAL DE LA RAZA 2947 - 16TH STREET SAN FRANCISCO CA 94103


NON PROFIT ORGANIZATION

Purpose (C)

Date (D)

Amount (E)

Sponsorship for the ILR Labor Capital Breakfast 2008-08-13 $5,000

Total Itemized Transactions $5,000Total Non-Itemized Transactions $0Total of All Transactions $5,000


SACRAMENTO CENTRAL LABOR SUITE 111 2840 EL CENTRO ROAD SACRAMENTO CA 95833


LABOR ORGANIZATION

Purpose (C)

Date (D)

Amount (E)

Salute to labor awards 2008-09-16 $10,000Total Itemized Transactions $10,000Total Non-Itemized Transactions $0Total of All Transactions $10,000




SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 043-536


12 & K STREET MALL PARTNERS 1020 Â– 12TH STREET, #301 SACRAMENTO CA 95814


LESSOR

Purpose (C)

Date (D)

Amount (E)



Anderson Marketing P.O. BOX 277057 SACRAMENTO CA 95826


PROMOTIONAL PRODUCTS VENDOR

Purpose (C)

Date (D)

Amount (E)

Lunchroom supplies 2008-11-07 $8,926Total Itemized Transactions $8,926Total Non-Itemized Transactions $1,527Total of All Transactions $10,453


ARTHUR BAUM 1355 N. DUTTON AVENUE SANTA ROSA CA 95401


LESSOR

Purpose (C)

Date (D)

Amount (E)



AT&T 78522 PHOENIX AZ 85062-8522


TELCOM COMPANY

Purpose (C)

Date (D)

Amount (E)



AVAYA, INC. 5332 NEW YORK NY 10087-5332


COMMUICATION PRODUCTS &

Purpose (C)

Date (D)

Amount (E)




SERVICES


BLEIWEISS COMMUNICATIONS INC P.O. BOX 8160 CALABASAS CA 91372-8160


OUTSIDE CONSULTANT

Purpose (C)

Date (D)

Amount (E)

Communications and publishing services 2008-02-08 $8,181Communication and publishing services 2008-03-07 $6,616Communication and publishing services 2008-05-02 $10,446Videos 2008-05-02 $9,469Communication and publishing services 2008-05-02 $7,040Communication and publishing services 2008-06-06 $15,610Communication and publishing services 2008-07-08 $7,209Communication and publishing services 2008-08-05 $8,569Communications services 2008-09-10 $9,098Communications services 2008-10-06 $7,891Communication services 2008-11-04 $7,553Communications and publishing services 2008-12-08 $7,439Total Itemized Transactions $105,121Total Non-Itemized Transactions $23,578Total of All Transactions $128,699


CANON FINANCIAL SERVICES, INC. 4004 CAROL STREAM IL 60197


LEASING COMPANY

Purpose (C)

Date (D)

Amount (E)



CITY OF FRESNO 2069 FRESNO CA 93718


UTILITY PROVIDER

Purpose (C)

Date (D)

Amount (E)



FIRST BANK & TRUST SUITE 304 1788 TRIBUTE RD. SACRAMENTO CA 95815


FINANCIAL INSTITUTION

Purpose (C)

Date (D)

Amount (E)

Interest on Loan 2008-01-31 $24,963Interest on Loan 2008-02-29 $24,925Interest on Loan 2008-03-31 $23,288Interest on Loan 2008-04-30 $24,848Interest on Loan 2008-05-31 $24,010Interest on Loan 2008-06-30 $24,770Interest on Loan 2008-07-31 $23,936Interest on Loan 2008-08-31 $24,693Interest on Loan 2008-09-30 $24,658Interest on Loan 2008-10-31 $23,825Interest on Loan 2008-11-30 $24,577



Interest on Loan 2008-12-31 $23,749Total Itemized Transactions $292,242Total Non-Itemized Transactions $0Total of All Transactions $292,242





Purpose (C)

Date (D)

Amount (E)

Staff and Eboard Meetings & Banquet 2008-08-24 $34,989Deposit for staff & Eboard meetings & Banquet 2008-08-05 $10,000

Executive board and staff annual awards 2008-01-23 $21,196Staff Retiree Advisory Board Meetings 2008-01-23 $9,935Total Itemized Transactions $76,120Total Non-Itemized Transactions $18,336Total of All Transactions $94,456


GEORGE THEOBALD 3288 WILSHIRE DRIVE REDDING CA 96002


LESSOR

Purpose (C)

Date (D)

Amount (E)



JOHNSON CONTROLS, INC. 3451 W. ASHLAN FRESNO CA 93722


HVAC SERVICE COMPANY

Purpose (C)

Date (D)

Amount (E)



MILLER, KAPLAN, ARASE & CO 4123 LANKERSHIM BLVD. NORTH HOLLYWOOD CA 91602


CPA FIRM

Purpose (C)

Date (D)

Amount (E)

Financial audit 2008-01-02 $6,200Financial audit 2008-04-22 $18,500Financial audit 2008-05-28 $27,500Financial audit 2008-06-24 $25,500Financial audit 2008-07-28 $15,000Financial audit 2008-09-09 $5,000Financial audit 2008-10-01 $5,000Total Itemized Transactions $102,700Total Non-Itemized Transactions $8,860Total of All Transactions $111,560


NORMAN KOERNER 702 BENECIA

Purpose (C)

Date (D)

Amount (E)




CA 94510


LESSOR


OFFICE SUPPLIES UNLIMITED SUITE A 1775 TRIBUTE ROAD SACRAMENTO CA 95815



Purpose (C)

Date (D)

Amount (E)



OPTICAL LASER CALIFORNIA 51936 LOS ANGELES CA 90051


EQUIPMENT MAINTENANCE

Purpose (C)

Date (D)

Amount (E)

Annual maintenance for scanner 2008-09-23 $6,173Total Itemized Transactions $6,173Total Non-Itemized Transactions $0Total of All Transactions $6,173


P. G. & E. COMPANY P. O. BOX 997300 SACRAMENTO CA 95899-7300


ENERGY COMPANY

Purpose (C)

Date (D)

Amount (E)



PITNEY BOWES CREDIT CORP. P. O. BOX 85460 LOUISVILLE KY 40285-5460


LEASING COMPANY

Purpose (C)

Date (D)

Amount (E)



PREFERRED SVCS. BLDG. MAINT. P.O. BOX 221608 SACRAMENTO CA 95822

Purpose (C)

Date (D)

Amount (E)





JANITORIAL SERVICE COMPANY


PRINTED SOLUTIONS STE. P 2777 ALVERADO STREET SAN LEANDRO CA 94577


PRINTING COMPANY

Purpose (C)

Date (D)

Amount (E)

Birthday cards 2008-04-04 $12,483Business cards 2008-06-30 $11,119Total Itemized Transactions $23,602Total Non-Itemized Transactions $28,340Total of All Transactions $51,942


RESERVE ACCOUNT P.O. BOX 856056 LOUISVILLE KY 40285-6056


POSTAGE

Purpose (C)

Date (D)

Amount (E)

Postage deposit 2008-01-01 $6,000Postage deposit 2008-02-04 $6,000Postage deposit 2008-02-21 $8,000Postage deposit 2008-05-22 $8,000Postage deposit 2008-07-14 $8,000Postage deposit 2008-08-11 $6,000Postage deposit 2008-09-16 $8,000Postage deposit 2008-11-12 $6,000Postage deposit 2008-11-20 $6,000Total Itemized Transactions $62,000Total Non-Itemized Transactions $400Total of All Transactions $62,400


REUBEN VILLALPANDO 5001 TARPAN COURT ELK GROVE CA 95757


COMPUTER CONSULTANT

Purpose (C)

Date (D)

Amount (E)



SIERRA OFFICE SUPPLIES 9950 HORN ROAD, #5 SACRAMENTO CA 95827



Purpose (C)

Date (D)

Amount (E)



SONITROL OF SACRAMENTO 1334 BLUE OAKS BLVD ROSEVILLE

Purpose (C)

Date (D)

Amount (E)




CA 95678-7014


ALARM MONITORING COMPANY


STATE FARM INSURANCE P.O. BOX 53981 PHOENIX AZ 85072-3981


INSURANCE COMPANY

Purpose (C)

Date (D)

Amount (E)

Property Insurance 2008-02-04 $22,973Total Itemized Transactions $22,973Total Non-Itemized Transactions $9,843Total of All Transactions $32,816


SURE WEST P.O. BOX 1110 ROSEVILLE CA 95678-8110


TELCOM COMPANY

Purpose (C)

Date (D)

Amount (E)



THE PAYROLL PEOPLE 1922 N. HELM AVE. FRESNO CA 93727-1635


PAYROLL SERVICE PROVIDER

Purpose (C)

Date (D)

Amount (E)



UFCW INTERNATIONAL UNION 1775 K STREET, N.W. WASHINGTON DC 20006


LABOR ORGANIZATION

Purpose (C)

Date (D)

Amount (E)



UNITED PARCEL SERVICE DEPT. 4820 LOS ANGELES CA 90096-4820

Type or Classification

Purpose (C)

Date (D)

Amount (E)

Bond Premium 2008-01-22 $9,144Total Itemized Transactions $9,144Total Non-Itemized Transactions $8,547Total of All Transactions $17,691



(B) DELIVERY SERVICE


US POSTAL SERVICE SACRAMENTO CA 95842


GOVERNMENT AGENCY

Purpose (C)

Date (D)

Amount (E)

Postage deposit 2008-01-18 $5,000Total Itemized Transactions $5,000Total Non-Itemized Transactions $15,058Total of All Transactions $20,058


WILLIAMSBURG COURTHOUSE P.O. BOX 3069 CHICO CA 95927


LESSOR

Purpose (C)

Date (D)

Amount (E)



YESMED, INC. 2061 FRESNO CA 93718


LESSOR

Purpose (C)

Date (D)

Amount (E)



AIRCOM MECHANICAL 340 S. MILPITAS BL. MILPITAS CA 95035


HVAC SERVICE COMPANY

Purpose (C)

Date (D)

Amount (E)



CITY OF ROSEVILLE 998 ROSEVILLE CA 95678


UTILITY PROVIDER

Purpose (C)

Date (D)

Amount (E)

Utilities 2008-08-19 $7,612Utilities 2008-09-17 $7,091Utilities 2008-10-15 $6,629Utilities 2008-07-30 $6,613Utilities 2008-06-11 $6,467Utilities 2008-11-12 $6,116Utilities 2008-05-21 $5,436Total Itemized Transactions $45,964



Total Non-Itemized Transactions $43,478Total of All Transactions $89,442


DOUGLAS PROFESSIONAL OWNERS 1029 ROSEVILLE CA 95678


OWNERS ASSOCIATION

Purpose (C)

Date (D)

Amount (E)



NELSON PROPERTIES INC. 10933 TRADE CTR. DR. #106 RANCHO CORDOVA CA 95670


PROPERTY MANAGEMENT COMPANY

Purpose (C)

Date (D)

Amount (E)



TRI-ASIAN ENTERPRISE 3286 SWETZER RD. LOOMIS CA 95650


LANDSCAPE/GARDENING SERVICE PROVIDER

Purpose (C)

Date (D)

Amount (E)



UNITED BUILDING MAINTENANCE 7840 SIERRA DR. GRANITE BAY CA 95746


JANITORIAL SERVICE PROVIDER

Purpose (C)

Date (D)

Amount (E)



Sacramento Valley Lockworks, Inc. SUITE 2 10 MAIN AVENUE SACRAMENTO CA 95838

Purpose (C)

Date (D)

Amount (E)





LOCKSMITH


MJB Homes, Inc SUITE 210 3300 SUNSET BLVD. ROCKLIN CA 95765


CONSTRUCTION COMPANY

Purpose (C)

Date (D)

Amount (E)

FLAG POLE INSTALL 2008-11-12 $5,155SINKS 2008-08-27 $5,100Total Itemized Transactions $10,255Total Non-Itemized Transactions $9,155Total of All Transactions $19,410




SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 043-536


BLEIWEISS COMMUNICATIONS INC P.O. BOX 8160 CALABASAS CA 91372-8160


OUTSIDE CONSULTANT

Purpose (C)

Date (D)

Amount (E)

Merger booklets 2008-01-16 $33,876Total Itemized Transactions $33,876Total Non-Itemized Transactions $7,820Total of All Transactions $41,696


AMERICAN MAIL SERVICE 8353 DEMETRE AVE SACRAMENTO CA 95828


MAILING SERVICE PROVIDER

Purpose (C)

Date (D)

Amount (E)

Postage for merger ballot mailing 2008-01-15 $17,988Merger vote 2008-01-25 $32,885Total Itemized Transactions $50,873Total Non-Itemized Transactions $0Total of All Transactions $50,873





Purpose (C)

Date (D)

Amount (E)

Executive Board meetings 2008-01-23 $25,000Executive Board meetings 2008-03-04 $19,341Deposit for Food & Drug Council convention 2008-12-09 $10,000

International executive board meetings 2008-02-11 $8,541International Winter meetings 2008-01-23 $7,500Total Itemized Transactions $70,382Total Non-Itemized Transactions $16,054Total of All Transactions $86,436




SCHEDULE 20 - BENEFITS FILE NUMBER: 043-536

Description (A)

To Whom Paid (B)

Amount (C)

PENSION BENEFITS UFCW TRUST FUND $272,452HEALTH & WELFARE AND OTHER FRINGE BENEFITS UFCW TRUST FUND $692,934HEALTH & WELFARE AND OTHER FRINGE BENEFITS OTHER TRUST FUNDS $37,920401(K) EMPLOYER MATCHING CONTRIBUTIONS UFCW INTERNATIONAL UNION $38,374WORKERS COMP INSURANCE Oak River Insurance Company $30,924DEATH BENEFITS MEMBERS' BENEFICIARIES $2,000PENSION BENEFITS OTHER TRUST FUNDS $19,289Total Benefits $1,093,893Form LM-2 (Revised 2003)





Question 10: UNITED FOOD AND COMMERCIAL WORKERS - NORTHERN CALIFORNIA HEALTH AND WELFARE TRUST FUND; E.I.N. 94-6078804; P.N. 501 THE PURPOSE OF THE FUND IS TO PROVIDE CERTAIN MEDICAL, HOSPITAL, DENTAL, VISION, PRESCRIPTION, MENTAL HEALTH AND SICK LEAVE BENEFITS TO ELIGIBLE MEMBERS AND BENEFICIARIES. THE ADDRESS OF THE FUND IS 1277 TREAT BOULEVARD, WALNUT CREEK, CALIFORNIA 94597-7975 NORTHERN CALIFORNIA UNITED FOOD AND COMMERCIAL WORKERS WHOLESALE HEALTH AND WELFARE FUND;E.I.N. 94-3187938; P.N. 501 THE PURPOSE OF THE FUND IS TO PROVIDE CERTAIN MEDICAL, HOSPITAL, DENTAL, VISION AND PRESCRIPTION BENEFITS TO ELIGIBLE MEMBERS AND BENEFICIARIES. THE ADDRESS OF THE FUND IS 1640 SOUTH LOOP ROAD, ALAMEDA, CALIFORNIA 94502. UNITED FOOD AND COMMERCIAL WORKERS - NORTHERN CALIFORNIA EMPLOYERS JOINT PENSION PLAN; E.I.N. 94-6313554; P.N. 001 THE PURPOSE OF THE PLAN IS TO PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERS AND BENEFICIARIES. THE ADDRESS OF THE PLAN IS 1277 TREAT BOULEVARD, WALNUT CREEK, CALIFORNIA 94597-7975 RETAIL CLERKS SPECIALTY STORES PENSION FUND; E.I.N. 94-6116912; P.N. 001 THE PURPOSE OF THE FUND IS TO PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERS AND BENEFICIARIES. THE ADDRESS OF THE FUND IS 1277 TREAT BOULEVARD, WALNUT CREEK, CALIFORNIA 94597-7975 NORTHERN CALIFORNIA UNITED FOOD AND COMMERCIAL WORKERS INDIVIDUAL ACCOUNT PENSION PLAN; E.I.N. 68-0161773; P.N. 001 THE PURPOSE OF THE PLAN IS TO PROVIDE BENEFITS TO ELIGIBLE MEMBERS AND BENEFICIARIES. THE ADDRESS OF THE PLAN IS 1277 TREAT BOULEVARD, WALNUT CREEK, CALIFORNIA 94597-7975 UFCW NORTHERN CALIFORNIA AND DRUG EMPLOYERS HEALTH & WELFARE TRUST FUND EIN#: 68-0139450; P.N. 001 THE PURPOSE OF THE PLAN IS TO PROVIDE CERTAIN MEDICAL, HOSPITAL, DENTAL, VISION AND PRESCRIPTION BENEFITS TO ELIGIBLE MEMBERS AND BENEFICIARIES. THE ADDRESS OF THE PLAN IS 1277 TREAT BOULEVARD, WALNUT CREEK, CA 94597-7975 UFCW NORTHERN CALIFORNIA PHARMACISTS, CLERKS AND DRUG EMPLOYERS PENSION FUND EIN#: 94-2518312; P.N. 001 THE PURPOSE OF THE PLAN IS TO PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERS AND BENEFICIARIES. THE ADDRESS OF THE PLAN IS 1277 TREAT BOULEVARD, WALNUT CREEK, CA 94597-7975 Question 11: UNITED FOOD AND COMMERCIAL WORKERS 8 GOLDEN STATE - POLITICAL ACTION COMMITTEE (committee id 950663) A SEPARATE SEGREGATED FUND. THE ACCOUNTS AND ACTIVITIES OF THIS PAC FUND ARE NOT INCLUDED IN THIS LM-2 FILING AS CAMPAIGN STATEMENTS ARE FILED WITH THE FOLLOWING STATE AND LOCAL AGENCIES: SECRETARY OF STATE - POLITICAL REFORM DIVISION PLACER COUNTY CLERK - REGISTRAR OF VOTERS Los Angeles County Clerk Registrar-Recorder City and County of San Francisco Department of Elections Question 12: AN ANNUAL AUDIT OF THE LOCAL UNION'S FINANCIAL STATEMENTS IS PERFORMED BY AN OUTSIDE ACCOUNTING FIRM: MILLER, KAPLAN, ARASE & CO., LLP 180 MONTGOMERY STREET, SUITE 1840 SAN FRANCISCO, CALIFORNIA 94104-4233

69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 043-536



Question 16: 1. 2200 PROFESSIONAL DRIVE, ROSEVILLE, CALIFORNIA 95661-7744 BUILDING AND LAND AT THIS LOCATION IS ENCUMBERED BY DEED OF TRUST AND ASSIGNMENT OF ALL RENTAL INCOME ON A $4,271,803 LOAN PAYABLE TO FIRST BANK & TRUST (SCHEDULE 9). 2. AUTOMOBILE PLEDGED AS COLLATERAL ON A RELATED $21,284 LOAN PAYABLE (SCHEDULE 9). Question 17: AS OF DECEMBER 31, 2008, LOCAL 8GS HAS AN ESTIMATED LIABILITY FOR UNPAID VACATION TIME EARNED BY ITS EMPLOYEES OF APPROXIMATELY $317,310. During the year ending December 31, 2008, Local 45D merged with Local 8GS. Local 45D had a withdrawal liability of approximately $56,000, which Local 8GS will pay in installments as required by the withdrawal agreement. Schedule 13 : ACTIVE MEMBERS CURRENTLY WORKING IN THE GROCERY AND OTHER INDUSTRIES WHO PAY FULL DUES. Schedule 13 : ASSOCIATE MEMBERS WERE FORMERLY ACTIVE MEMBERS WHO ARE CURRENTLY RETIRED AND PAY REDUCED DUES. Schedule 13 : LIFE MEMBERS WERE FORMERLY ACTIVE MEMBERS WHO ARE CURRENTLY RETIRED AND DO NOT PAY DUES. Schedule 13 : ASSOCIATE MEMBERS DO NOT HAVE VOTING RIGHTS BECAUSE THEY ARE RETIRED FROM THE WORKFORCE AND PAY REDUCED DUES. Schedule 13 : LIFE MEMBERS DO NOT HAVE VOTING RIGHTS BECAUSE THEY ARE RETIRED FROM THE WORKFORCE AND DO NOT PAY DUES. Question 15: 1. Tenant Security Deposit of $9,775 was recognized as a tenant's final month rent. 2. UFCW Local 45D merged into Local 8GS in May 2008. Building and Land with a net book value of $33,692 ,cash of $18,570 and a loan payable to the International of $71,098 was transferred into Local 8GS as a result of this merger. 3. Obsolete equipment with an original cost of $23,002 and accumulated depreciation of $20,297 was disposed of during the year ending December 31, 2008. Loans Payable Totals: The Local Union merged with Local 45D and assumed Local 45D's loan payable of $71,098.




Documents

FORM LM-2 LABOR ORGANIZATION U.S. Department of …i.b5z.net/i/u/1350838/i/ufcw8-08.pdf$100,000 Face Goldman Sachs Group, Inc. Corp Bond $91,746 1167 Shares Sector SPDR Energy $55,748