Civic Intelligence

Kerry Healthcare Reimbursement Trust

EIN 27-1106100 • 501(c)9 • Beloit, WI

Profile

To fund health reimbursement arrangement benefits.

3330 Millington RoadBeloit, WI 53511

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

45th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Net Margin

57th percentile

5.7%

Higher net margin than 57% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$500

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Asset Growth

43rd percentile

0.3%

Faster asset growth than 43% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

17th percentile

-22%

Faster revenue growth than 17% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$3,374,599

Up $10,957 (+0.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$3,374,599

Up $10,957 (+0.3%) from 2024

Operations
Liabilities / Revenue52nd percentileNet Margin57th percentile

Revenue

Down

$190,534

Down $53,740 (-22%) from 2024

Expenses

Down

$179,604

Down $96 (-0.1%) from 2024

Net Income

Down

$10,930

Down $53,644 (-83%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $3,381,892Liabilities 2014: $0Net Assets 2014: $3,381,8922014Assets 2015: $3,485,861Liabilities 2015: $0Net Assets 2015: $3,485,8612015Assets 2016: $3,576,944Liabilities 2016: $0Net Assets 2016: $3,576,9442016Assets 2017: $3,611,514Liabilities 2017: $0Net Assets 2017: $3,611,5142017Assets 2018: $3,600,062Liabilities 2018: $0Net Assets 2018: $3,600,0622018Assets 2019: $3,564,970Liabilities 2019: $0Net Assets 2019: $3,564,9702019Assets 2020: $3,444,372Liabilities 2020: $0Net Assets 2020: $3,444,3722020Assets 2021: $3,356,064Liabilities 2021: $0Net Assets 2021: $3,356,0642021Assets 2022: $3,241,098Liabilities 2022: $0Net Assets 2022: $3,241,0982022Assets 2023: $3,299,080Liabilities 2023: $0Net Assets 2023: $3,299,0802023Assets 2024: $3,363,642Liabilities 2024: $0Net Assets 2024: $3,363,6422024Assets 2025: $3,374,599Liabilities 2025: $0Net Assets 2025: $3,374,5992025

Highlighted filing

2025

Assets$3,374,599
Liabilities$0
Net Assets$3,374,599
Open 2025 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2014: $432,551Expenses 2014: $239,259Net Income 2014: $193,2922014Revenue 2015: $367,078Expenses 2015: $263,080Net Income 2015: $103,9982015Revenue 2016: $309,325Expenses 2016: $218,240Net Income 2016: $91,0852016Revenue 2017: $345,971Expenses 2017: $311,414Net Income 2017: $34,5572017Revenue 2018: $271,126Expenses 2018: $282,560Net Income 2018: -$11,4342018Revenue 2019: $238,820Expenses 2019: $273,935Net Income 2019: -$35,1152019Revenue 2020: $158,146Expenses 2020: $278,759Net Income 2020: -$120,6132020Revenue 2021: $125,014Expenses 2021: $213,302Net Income 2021: -$88,2882021Revenue 2022: $134,291Expenses 2022: $249,145Net Income 2022: -$114,8542022Revenue 2023: $237,652Expenses 2023: $179,683Net Income 2023: $57,9692023Revenue 2024: $244,274Expenses 2024: $179,700Net Income 2024: $64,5742024Revenue 2025: $190,534Expenses 2025: $179,604Net Income 2025: $10,9302025

Highlighted filing

2025

Revenue$190,534
Expenses$179,604
Net Income$10,930
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,374,599
Liabilities
$0
Net assets
$3,374,599
Revenue
$190,534
Expenses
$179,604
Net income
$10,930
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.19$0.18$0.01
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.36$0.00$3.36$0.24$0.18$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$0.00$3.30$0.24$0.18$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.00$3.24$0.13$0.25$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.36$0.00$3.36$0.13$0.21$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.44$0.00$3.44$0.16$0.28$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.56$0.00$3.56$0.24$0.27$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.60$0.00$3.60$0.27$0.28$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$0.00$3.61$0.35$0.31$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.58$0.00$3.58$0.31$0.22$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.37$0.26$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.43$0.24$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 25, 2026
Return Version
2025v4.0
Gross Receipts
$360,613
Mission and Program Overview

Mission

To fund health reimbursement arrangement benefits.

To fund reimbursement of medical expenses under a health reimbursement arrangement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,363,642$3,374,599▲ $10,957
Savings and Temporary Cash Investments$3,363,056$3,373,960▲ $10,904
Investments in Publicly Traded Securities$586$639▲ $53
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$3,363,642$3,374,599▲ $10,957
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,363,642$3,374,599▲ $10,957
Total Liabilities and Net Assets / Fund Balance$3,363,642$3,374,599▲ $10,957
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleOtherTotal
-Trustee$500$500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$57,891
Investment Income
$132,643
Other Revenue
$0
Change in Net Assets
$10,930
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,819
Salaries, Compensation, and Employee Benefits$500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$171,285
Fees for Services Other---$5,296
Fees for Services Management---$2,523
Current Officers, Directors, Trustees, and Key Employees---$500
Total Functional Expenses$0$0$0$179,604
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“Documentation of meetings or actions the veba does not have meetings of the governing body. All decisions are based on the provisions of the plan document.”

Form 990, Part VI, Section A, Line 8B

“Same as above. Form 990, part vi, section a, line 9a individual/entity not at the mailing address trustee: us bank na trust & custody 60 livingston avenue st. Paul, mn 55107”

Form 990, Part VI, Section B, Line 11B

“Form 990 review process the trustee reviews the form 990 based upon the financial records for the organization and executes it.”

Form 990, Part VI, Section C, Line 19

“How documents are made available to the public the organization makes governing documents and financial statements available to the public upon written request to the organization. The information is then mailed to the requesting party.”

Filing and Contact Details

Filer

Filer Name
Kerry Healthcare Reimbursement Trust
EIN
27-1106100
Phone
6083631200
Address
3330 MILLINGTON ROAD, BELOIT, WI 53511

Signing Officer

Name
US Bank Na Trust Custody
Title
Directed Trustee
Phone
6083631200
Signed
2026-03-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
US Bank Na Trust Custod
Formed
2009
Legal Domicile
Wi
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Grant Thornton Advisors LLC
Address
53 STATE STREET SUITE 1600, BOSTON, MA 02109
Preparer
Erin Couture
Phone
6177237900
Raw XML Appendix276 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.
IRS990/BenefitsToMembersGrp/TotalAmt0171285
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0US BANK NA TRUST & CUSTODY
IRS990/BooksInCareOfDetail/PhoneNum06514954117
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt060 LIVINGSTON AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ST PAUL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055107
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt03363642
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt03374599
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0500
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0171285
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0132643
IRS990/CYOtherExpensesAmt07819
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt057891
IRS990/CYRevenuesLessExpensesAmt010930
IRS990/CYSalariesCompEmpBnftPaidAmt0500
IRS990/CYTotalExpensesAmt0179604
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0190534
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0HEALTH REIMBURSEMENT ARRANGEMENT FUNDED BY ORGANIZATION HAD APPROXIMATELY 200 PARTICIPANTS (ACTIVE OR TERMED), OF WHICH 64 WERE ACTIVE AND STILL ACCRUING AN ANNUAL BENEFIT INCLUDING RECEIPT OF MEDICAL CARE REIMBURSEMENT IN THE AMOUNT OF $171,285.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/TotalAmt02523
IRS990/FeesForServicesOtherGrp/TotalAmt05296
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0US BANK NA TRUST & CUSTODY
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt0500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0170079
IRS990/GrossReceiptsAmt0360613
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt0132643
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt0132643
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0586
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0639
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0170079
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0TO FUND HEALTH REIMBURSEMENT ARRANGEMENT BENEFITS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03363642
IRS990/NetAssetsOrFundBalancesEOYAmt03374599
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt0122152
IRS990/NetUnrlzdGainsLossesInvstAmt027
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0US BANK NA TRUST CUSTOD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt057891
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt057891
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0166978
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0162270
IRS990/PYOtherExpensesAmt011221
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt082004
IRS990/PYRevenuesLessExpensesAmt064574
IRS990/PYSalariesCompEmpBnftPaidAmt01501
IRS990/PYTotalExpensesAmt0179700
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0244274
IRS990/ReconcilationRevenueExpnssAmt010930
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03363056
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03373960
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DOCUMENTATION OF MEETINGS OR ACTIONS THE VEBA DOES NOT HAVE MEETINGS OF THE GOVERNING BODY. ALL DECISIONS ARE BASED ON THE PROVISIONS OF THE PLAN DOCUMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SAME AS ABOVE. FORM 990, PART VI, SECTION A, LINE 9A INDIVIDUAL/ENTITY NOT AT THE MAILING ADDRESS TRUSTEE: US BANK NA TRUST & CUSTODY 60 LIVINGSTON AVENUE ST. PAUL, MN 55107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 REVIEW PROCESS THE TRUSTEE REVIEWS THE FORM 990 BASED UPON THE FINANCIAL RECORDS FOR THE ORGANIZATION AND EXECUTES IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC THE ORGANIZATION MAKES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE ORGANIZATION. THE INFORMATION IS THEN MAILED TO THE REQUESTING PARTY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0510274193
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1200917355
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1WI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0FOOD SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1FOOD SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0KERRY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1KERRY BIOFUNCTIONAL INGREDIENTS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt03330 MILLINGTON ROAD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt13330 MILLINGTON ROAD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0BELOIT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1BELOIT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1WI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd053511
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd153511
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03363642
IRS990/TotalAssetsEOYAmt03374599
IRS990/TotalAssetsGrp/BOYAmt03363642
IRS990/TotalAssetsGrp/EOYAmt03374599
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0179604
IRS990/TotalGrossUBIAmt0132643
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03363642
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03374599
IRS990/TotalOtherCompensationAmt0500
IRS990/TotalProgramServiceRevenueAmt057891
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt057891
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0190534
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0132643
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03363642
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03374599
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt060 LIVINGSTON AVENUE
IRS990/USAddress/CityNm0ST PAUL
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055107
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0US BANK NA TRUST CUSTODY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTED TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06083631200
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KERRY HEALTHCARE REIMBURSEMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KERR
ReturnHeader/Filer/EIN0271106100
ReturnHeader/Filer/PhoneNum06083631200
ReturnHeader/Filer/USAddress/AddressLine1Txt03330 MILLINGTON ROAD
ReturnHeader/Filer/USAddress/CityNm0BELOIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053511
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0991856619
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRANT THORNTON ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt053 STATE STREET SUITE 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002109
ReturnHeader/PreparerPersonGrp/PhoneNum06177237900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIN COUTURE
ReturnHeader/ReturnTs02026-03-25T08:03:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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