U.S. Department of Labor
Office of Labor-Management Standards
Washington, DC 20210
FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT Form Approved
Office of Management and Budget
No. 1245-0003
Expires: 07-31-2019
MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN TRUSTEESHIP

This report is mandatory under P.L. 86-257, as amended.  Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
034-897
2. PERIOD COVERED
From01/01/2017
Through12/31/2017
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
AUTO WORKERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
6. DESIGNATION NBR
599
7. UNIT NAME (if any)

8. MAILING ADDRESS (Type or print in capital letters)
First Name
GERALD
Last Name
KARIEM
P.O Box - Building and Room Number
REGION 1D UAW
Number and Street
1940 W. ATHERTON
City
FLINT
State
MI
ZIP Code + 4
48507


9. Are your organization's records kept at its mailing address?


Yes

Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section V on penalties in the instructions.)
70. SIGNED:Dennis D WilliamsPRESIDENT71. SIGNED:Gary R CasteelTREASURER
Date:Feb 26, 2018Telephone Number:313-926-5201Date:Feb 26, 2018Telephone Number:313-926-5035
Form LM-2 (Revised 2010)
ITEMS 10 THROUGH 21 FILE NUMBER: 034-897
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?No
11(a). During the reporting period did the labor organization have a political action committee (PAC) fund?No
11(b). During the reporting period did the labor organization have a subsidiary organization as defined in Section X of these Instructions?No
12. During the reporting period did the labor organization have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?No
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?$100,000
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?No
17. Did the labor organization have any contingent liabilities at the end of the reporting period?No
18. During the reporting period did the labor organization have any changes in its constitution or bylaws, other than rates of dues and fees, or in practices/procedures listed in the instructions?No
19. What is the date of the labor organization's next regular election of officers?01/2018
20. How many members did the labor organization have at the end of the reporting period?0
21. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/FeesAmount UnitMinimumMaximum
(a) Regular Dues/Fees2 1/2 hours straight time paypermonth00
(b) Working Dues/Fees0per000
(c) Initiation Fees$20perone time00
(d) Transfer Fees0per000
(e) Work Permits0per000

Form LM-2 (Revised 2010)
STATEMENT A - ASSETS AND LIABILITIES FILE NUMBER: 034-897

ASSETS
ASSETS Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash $474,668$0
23. Accounts Receivable1$0$0
24. Loans Receivable2$0$0
25. U.S. Treasury Securities $0$0
26. Investments5$0$0
27. Fixed Assets6$1,500$0
28. Other Assets7$117,922$116,380
29. TOTAL ASSETS $594,090$116,380

LIABILITIES
LIABILITIES Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable8$7,835$0
31. Loans Payable9$0$0
32. Mortgages Payable $0$0
33. Other Liabilities10$1,067$0
34. TOTAL LIABILITIES $8,902$0
35. NET ASSETS$585,188$116,380
Form LM-2 (Revised 2010)
STATEMENT B - RECEIPTS AND DISBURSEMENTS FILE NUMBER: 034-897

CASH RECEIPTSSCHAMOUNT
36. Dues and Agency Fees $41,054
37. Per Capita Tax $0
38. Fees, Fines, Assessments, Work Permits $0
39. Sale of Supplies $231
40. Interest $1,252
41. Dividends $0
42. Rents $13,200
43. Sale of Investments and Fixed Assets3$0
44. Loans Obtained9$0
45. Repayments of Loans Made2$0
46. On Behalf of Affiliates for Transmittal to Them $0
47. From Members for Disbursement on Their Behalf $0
48. Other Receipts14$13,286
49. TOTAL RECEIPTS $69,023
CASH DISBURSEMENTSSCHAMOUNT
50. Representational Activities15$24,601
51. Political Activities and Lobbying16$0
52. Contributions, Gifts, and Grants17$568
53. General Overhead18$476,146
54. Union Administration19$20
55. Benefits20$36,018
56. Per Capita Tax $127
57. Strike Benefits $0
58. Fees, Fines, Assessments, etc. $0
59. Supplies for Resale $111
60. Purchase of Investments and Fixed Assets4$0
61. Loans Made2$0
62. Repayment of Loans Obtained9$0
63. To Affiliates of Funds Collected on Their Behalf $0
64. On Behalf of Individual Members $0
65. Direct Taxes $1,592
  
66. Subtotal $539,183
67. Withholding Taxes and Payroll Deductions  
  67a. Total Withheld$1,196  
  67b. Less Total Disbursed$5,703  
  67c. Total Withheld But Not Disbursed -$4,507
68. TOTAL DISBURSEMENTS $543,690
Form LM-2 (Revised 2010)
SCHEDULE 1 - ACCOUNTS RECEIVABLE AGING SCHEDULE FILE NUMBER: 034-897

Entity or Individual Name
(A)
Total Account Receivable
(B)
90-180 Days
Past Due
(C)
180+ Days
Past Due
(D)
Liquidated Account
Receivable
(E)
Total of all itemized accounts receivable$0$0$0$0
Totals from all other accounts receivable    
Totals (Total of Column (B) will be automatically entered in Item 23, Column(B)) $0$0$0$0
Form LM-2 (Revised 2010)
SCHEDULE 2 - LOANS RECEIVABLE FILE NUMBER: 034-897

List below loans to officers, employees, or members which at any time during the reporting period exceeded $250 and list all loans to business enterprises regardless of amount.
(A)
Loans
Outstanding at
Start of Period
(B)
Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1)
Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not listed above     
Total of all lines above$0$0$0$0$0
Totals will be automatically entered in... Item 24
Column (A)
Item 61Item 45 Item 69
with Explanation
Item 24
Column (B)
Form LM-2 (Revised 2010)
SCHEDULE 3 - SALE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 034-897

Description (if land or buildings give location)
(A)
Cost
(B)
Book Value
(C)
Gross Sales Price
(D)
Amount Received
(E)
Total of all lines above$0$0$0$0
Less Reinvestments$0
(The total from Net Sales Line will be automatically entered in Item 43)Net Sales$0
Form LM-2 (Revised 2010)
SCHEDULE 4 - PURCHASE OF INVESTMENTS AND FIXED ASSETS FILE NUMBER: 034-897

Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total of all lines above$0$0$0
 Less Reinvestments$0
(The total from Net Purchases Line will be automatically entered in Item 60.)Net Purchases$0
Form LM-2 (Revised 2010)
SCHEDULE 5 - INVESTMENTS FILE NUMBER: 034-897

Description
(A)
Amount
(B)
Marketable Securities 
A. Total Cost
B. Total Book Value
C. List each marketable security which has a book value over $5,000 and exceeds 5% of Line B.  
Other Investments 
D. Total Cost
E. Total Book Value
F. List each other investment which has a book value over $5,000 and exceeds 5% of Line E.  Also, list each subsidiary for which separate reports are attached.  
G. Total of Lines B and E (Total will be automatically entered in Item 26, Column(B)) $0
Form LM-2 (Revised 2010)
SCHEDULE 6 - FIXED ASSETS FILE NUMBER: 034-897

Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A. Land (give location)$0 $0$0
B. Buildings (give location)$0$0$0$0
C. Automobiles and Other Vehicles
D. Office Furniture and Equipment
E. Other Fixed Assets
F. Totals of Lines A through E (Column(D) Total will be automatically entered in Item 27, Column(B)) $0$0$0$0
Form LM-2 (Revised 2010)
SCHEDULE 7 - OTHER ASSETS FILE NUMBER: 034-897

Description
(A)
Book Value
(B)
Total (Total will be automatically entered in Item 28, Column(B)) $116,380
1,673 Men's Rings$58,555
659 Women's Rings$23,065
9,920 Medallion Key Chains$29,760
10,000 UAW Pins$5,000
Form LM-2 (Revised 2010)
SCHEDULE 8 - ACCOUNTS PAYABLE AGING SCHEDULE FILE NUMBER: 034-897

Entity or Individual Name
(A)
Total Account
Payable
(B)
90-180 Days
Past Due
(C)
180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable$0$0$0$0
Total from all other accounts payable$0$0$0$0
Totals (Total for Column(B) will be automatically entered in Item 30, Column(D)) $0$0$0$0
Form LM-2 (Revised 2010)
SCHEDULE 9 - LOANS PAYABLE FILE NUMBER: 034-897

Source of Loans Payable at Any
Time During the Reporting Period
(A)
Loans Owed at
Start of Period
(B)
Loans Obtained
During Period
(C)
Repayment
During Period
Cash
(D)(1)
Repayment
During Period
Other Than Cash
(D)(2)
Loans Owed at
End of Period
(E)
Total Loans Payable$0$0$0$0$0
Totals will be automatically entered in... Item 31
Column (C)
Item 44Item 62 Item 69
with Explanation
Item 31
Column (D)
Form LM-2 (Revised 2010)
SCHEDULE 10 - OTHER LIABILITIES FILE NUMBER: 034-897

Description
(A)
Amount at End of Period
(B)
Total Other Liabilities (Total will be automatically entered in Item 33, Column(D)) $0
Form LM-2 (Revised 2010)
SCHEDULE 11 - ALL OFFICERS AND DISBURSEMENTS TO OFFICERS FILE NUMBER: 034-897

(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) through (F)
(H)
TOTAL
A
B
C
Chapman ,  Wade  
Vice President
P
$0$0$0$0$0
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
Melchor ,  Elizabeth  
Retiree Rep- E-Board
P
$800$0$0$0$800
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
Ridley ,  Gene  
Recording Secretary
P
$1,710$0$0$0$1,710
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
Simmons ,  Mary  
Trustee
P
$0$0$0$0$0
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
A
B
C
Young ,  Barbara   J
Financial Secretary
C
$3,120$0$1,013$0$4,133
I
Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
Total Officer Disbursements$5,630$0$1,013$0$6,643
Less Deductions    $1,079
Net Disbursements    $5,564
Form LM-2 (Revised 2010)
SCHEDULE 12 - DISBURSEMENTS TO EMPLOYEES FILE NUMBER: 034-897

(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) through (F)
(H)
TOTAL
TOTALS RECEIVED BY EMPLOYEES MAKING $10,000 OR LESS$800$0$730$0$1,530
I Schedule 15
Representational Activities
100 % Schedule 16
Political Activities and Lobbying
0 % Schedule 17
Contributions
0 % Schedule 18
General Overhead
0 % Schedule 19
Administration
0 %
Total Employee Disbursements$800$0$730$0$1,530
Less Deductions    $117
Net Disbursements    $1,413
Form LM-2 (Revised 2010)
SCHEDULE 13 - MEMBERSHIP STATUS FILE NUMBER: 034-897

Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members (Total of all lines above) 0 
Agency Fee Payers*
Total Members/Fee Payers0 
*Agency Fee Payers are not considered members of the labor organization.
Regular Members0Yes
Form LM-2 (Revised 2010)
DETAILED SUMMARY PAGE - SCHEDULES 14 THROUGH 19 FILE NUMBER: 034-897

SCHEDULE 14   OTHER RECEIPTS
1. Named Payer Itemized Receipts$0
2. Named Payer Non-itemized Receipts$5,735
3. All Other Receipts$7,551
4. Total Receipts$13,286
     
     
SCHEDULE 17   CONTRIBUTIONS, GIFTS & GRANTS
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$568
6. Total Disbursements$568
SCHEDULE 15   REPRESENTATIONAL ACTIVITIES
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$5,162
3. To Officers$6,643
4. To Employees$1,530
5. All Other Disbursements$11,266
6. Total Disbursements$24,601
SCHEDULE 18   GENERAL OVERHEAD
1. Named Payee Itemized Disbursements$426,818
2. Named Payee Non-itemized Disbursements$9,820
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$39,508
6. Total Disbursements$476,146
SCHEDULE 16   POLITICAL ACTIVITIES AND LOBBYING
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$0
6. Total Disbursement$0
SCHEDULE 19   UNION ADMINISTRATION
1. Named Payee Itemized Disbursements$0
2. Named Payee Non-itemized Disbursements$0
3. To Officers$0
4. To Employees$0
5. All Other Disbursements$20
6. Total Disbursements$20
Form LM-2 (Revised 2010)
SCHEDULE 14 - OTHER RECEIPTS FILE NUMBER: 034-897

Name and Address
(A)
Elizabeth Melchor
5442 N Linden Rd

Flint
MI
48504
Type or Classification
(B)
Retiree Rep
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,735
Total of All Transactions with this Payee/Payer for This Schedule$5,735
Form LM-2 (Revised 2010)
SCHEDULE 15 - REPRESENTATIONAL ACTIVITIES FILE NUMBER: 034-897

Name and Address
(A)
Detroit Tigers Inc.
2100 Woodward Ave.

Detroit
MI
48201
Type or Classification
(B)
Sports Team
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer$5,162
Total of All Transactions with this Payee/Payer for This Schedule$5,162
Form LM-2 (Revised 2010)
SCHEDULE 16 - POLITICAL ACTIVITIES AND LOBBYING FILE NUMBER 034-897

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Form LM-2 (Revised 2010)
SCHEDULE 17 - CONTRIBUTIONS, GIFTS & GRANTS FILE NUMBER: 034-897

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Form LM-2 (Revised 2010)
SCHEDULE 18 - GENERAL OVERHEAD FILE NUMBER: 034-897

Name and Address
(A)
Financial Plus Credit Union
G3381 VAN SLYKE ROAD

Flint
MI
48507
Type or Classification
(B)
Credit Union
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$426,818
Total Non-Itemized Transactions with this Payee/Payer$274
Total of All Transactions with this Payee/Payer for This Schedule$427,092
BANK FEES10/03/2017$5,971
BANK FEES10/19/2017$420,847
Name and Address
(A)
Ipfs Corporation
24722 Network Place

Chicago
IL
60673
Type or Classification
(B)
Insurance
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer$0
Total Non-Itemized Transactions with this Payee/Payer$9,546
Total of All Transactions with this Payee/Payer for This Schedule$9,546
Form LM-2 (Revised 2010)
SCHEDULE 19 - UNION ADMINISTRATION FILE NUMBER: 034-897

Name and Address
(A)




-1
Type or Classification
(B)
Purpose
(C)
Date
(D)
Amount
(E)
Total Itemized Transactions with this Payee/Payer 
Total Non-Itemized Transactions with this Payee/Payer 
Total of All Transactions with this Payee/Payer for This Schedule$0
Form LM-2 (Revised 2010)
SCHEDULE 20 - BENEFITS FILE NUMBER: 034-897

Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all lines above (Total will be automatically entered in Item 55.)$36,018
Dental/Hearing/Medical/Vision InsuranceDelta Dental Of Michigan$7,154
Dental/Hearing/Medical/Vision InsuranceFirst Health Part D$79
Dental/Hearing/Medical/Vision InsuranceHumana Insurance Co$57
Dental/Hearing/Medical/Vision InsuranceSterling Insurance Group$21,030
Group Life InsuranceNationwide Employee Benefits$864
Pension AllocationsArlene Fox$1,206
Pension AllocationsCarolyn West$1,206
Pension AllocationsCheryl Kerspilo$1,206
Pension AllocationsGerald R Couture$1,206
Pension AllocationsNorma J. Laine$804
Pension AllocationsVicki L Price$1,206
Form LM-2 (Revised 2010)
SIGNATURE PAGE FILE NUMBER: 034-897

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.)


SIGNED:Gerald Kariem
DATE:Mar 05, 2018
CONTACT INFO:989-810-0910
TITLE:ADMINISTRATOR
Form LM-2 (Revised 2010)
69. ADDITIONAL INFORMATION SUMMARY FILE NUMBER: 034-897


Question 15: The Local gave away to UAW active and retired members 434 Bibles valued at $2,170, 6 t-shirts valued at $120, 61 UAW flags valued at $310, 88 License Plates valued at $352, 10 UAW Proud buttons valued at $10, and 30 hats valued at $450.

Statement A,

Cash Begin Total: The beginning balance was adjusted by $29 due to voiding checks issued in previous years.

Schedule 13, Row1:

Schedule 13, Row1::Anyone who has applied and been accepted for membership is a regular member. Regular members pay full dues.

Schedule 13, Row1:

Schedule 13, Row1::
Form LM-2 (Revised 2010)