Liabilities / Assets
33rd percentile
Higher debt load relative to assets than 33% of similar nonprofits.
990 • Fiscal year 2024 • EIN 52-6219649
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
33rd percentile
Higher debt load relative to assets than 33% of similar nonprofits.
Liabilities / Revenue
43rd percentile
Higher debt load relative to revenue than 43% of similar nonprofits.
Net Margin
97th percentile
Higher net margin than 97% of similar nonprofits.
Top Officer Pay
47th percentile
Higher top officer pay than 47% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
53rd percentile
Faster asset growth than 53% of similar nonprofits.
Revenue Growth
87th percentile
Faster revenue growth than 87% of similar nonprofits.
Assets
Up$11,398,954
Up $902,797 (+8.6%) from 2023
Net Assets
Up$11,385,054
Up $898,947 (+8.6%) from 2023
Liabilities
Up$13,900
Up $3,850 (+38%) from 2023
Revenue
Up$999,674
Up $284,755 (+40%) from 2023
Expenses
Up$100,727
Up $12,085 (+14%) from 2023
Net Income
Up$898,947
Up $272,670 (+44%) from 2023
Providing supplemental unemployment and severance benefits to eligible employees.
To provide unemployment and severance benefits to eligible participants.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $10,486,107 | $11,385,054 | ▲ $898,947 |
| Savings and Temporary Cash Investments | $10,363,925 | $11,090,605 | ▲ $726,680 |
| Accounts Receivable | $38,231 | $280,048 | ▲ $241,817 |
| Cash and Non-Interest-Bearing Accounts | $94,001 | $28,301 | ▼ $65,700 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $10,496,157 | $11,398,954 | ▲ $902,797 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $10,050 | $13,900 | ▲ $3,850 |
| Total Liabilities | $10,050 | $13,900 | ▲ $3,850 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $10,486,107 | $11,385,054 | ▲ $898,947 |
| Total Liabilities and Net Assets / Fund Balance | $10,496,157 | $11,398,954 | ▲ $902,797 |
| Name | Title |
|---|---|
| Nick Pastore | Trustee - Employer |
| Stephen Puls | Trustee - Employer |
| Theresa Urish | Trustee - Employer |
| Jeffery Padellaro | Trustee - Union |
| Keith Judge | Trustee - Union |
| William Dudley | Trustee - Union |
| Line Item | Amount |
|---|---|
| Other Expenses | $32,327 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $68,400 |
| Fees for Services Other | - | - | - | $12,794 |
| Fees for Services Accounting | - | - | - | $11,950 |
| All Other Expenses | - | - | - | $7,414 |
| Fees for Services Legal | - | - | - | $169 |
| Total Functional Expenses | $0 | $0 | $0 | $100,727 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $100,727 |
| Total Expenses per Audited Statements | $100,727 |
| Total Expenses per Form 990 | $100,727 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Stephen puls, theresa urish, and nick pastore are employees of anheuser-busch companies, inc.”
“The form 990 is reviewed by the signing member of the board before filing.”
“UPON REQUEST”
“Keith judge - c/o brewery & soft drink workers conference, 25 louisiana ave. Washington, dc 20001. William dudley - c/o brewers & maltsters local #6, 3650 wisconsin ave., st louis, mo 63118. Jeffery padellaro - c/o brewery & soft drink workers conference, 25 louisian washington, dc 20001.”
“The fund's financial statements were audited in both the current and prior years. There were no changes to the audit engagement this year.”
“Investment income is exempt since the fund is a collectively bargained plan as described under code section 419(a)(f)(5)(a).”
“CUSTODIAL FEES 12,794.”
“The fund has qualified as a tax-exempt organization under section 501(c)(9) of the internal revenue code and intends to continue to comply with all requirements necessary to maintain its tax-exempt status. A qualified plan's income is exempt from federal income tax and the participants of the plan are not subject to tax on either the income or the employer's contributions until such time as a distribution is made. Specific approval of the plan, as adopted by the employer, as a qualified plan has not been requested or received; however, the plan administrator believes the plan is currently being operated in compliance with the applicable requirements of the internal revenue code, and has no income subject to unrelated business income tax. Therefore, no provision for income taxes has been included in the plan's financial statements. The fund's management evaluates the tax positions taken by the fund and recognizes a tax liability if the fund has taken an uncertain position that more likely than not would not be sustained upon examination by applicable tax authorities. The fund's management has analyzed the tax positions taken by the fund, and has concluded that through february 28, 2024, there are no significant uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax period in progress.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 10050 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 13900 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 38231 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 280048 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE UNEMPLOYMENT AND SEVERANCE BENEFITS TO ELIGIBLE PARTICIPANTS. |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 7414 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 68400 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | NORTHEAST RETIREMENT SERVICES |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 7819389595 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 12 GILL STREET |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | WOBURN |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 01801 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 94001 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 28301 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 0 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 68400 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 513457 |
| IRS990/CYOtherExpensesAmt | 0 | 32327 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 486217 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 898947 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 100727 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 999674 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | PROVIDES SUPPLEMENTAL UNEMPLOYMENT AND SEVERANCE BENEFITS TO ELIGIBLE PARTICIPANTS. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 100727 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 1 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 11950 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 169 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 12794 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | STEPHEN PULS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | KEITH JUDGE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | THERESA URISH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | NICK PASTORE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | WILLIAM DUDLEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | JEFFERY PADELLARO |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE - EMPLOYER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE - UNION |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE - EMPLOYER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE - EMPLOYER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE - UNION |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE - UNION |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 0 |
| IRS990/FormationYr | 0 | 1981 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 6 |
| IRS990/GrantAmt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 999674 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 3 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIXInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 513457 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 513457 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | MO |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | PROVIDING SUPPLEMENTAL UNEMPLOYMENT AND SEVERANCE BENEFITS TO ELIGIBLE EMPLOYEES. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 10486107 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 11385054 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 1 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | THERESA URISH |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 486217 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 486217 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 69435 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 221504 |
| IRS990/PYOtherExpensesAmt | 0 | 19207 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 493415 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 626277 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 88642 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 714919 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 898947 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 486217 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 10486107 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 11385054 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 10363925 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 11090605 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 100727 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 999674 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE FUND HAS QUALIFIED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND INTENDS TO CONTINUE TO COMPLY WITH ALL REQUIREMENTS NECESSARY TO MAINTAIN ITS TAX-EXEMPT STATUS. A QUALIFIED PLAN'S INCOME IS EXEMPT FROM FEDERAL INCOME TAX AND THE PARTICIPANTS OF THE PLAN ARE NOT SUBJECT TO TAX ON EITHER THE INCOME OR THE EMPLOYER'S CONTRIBUTIONS UNTIL SUCH TIME AS A DISTRIBUTION IS MADE. SPECIFIC APPROVAL OF THE PLAN, AS ADOPTED BY THE EMPLOYER, AS A QUALIFIED PLAN HAS NOT BEEN REQUESTED OR RECEIVED; HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THE PLAN IS CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE, AND HAS NO INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. THE FUND'S MANAGEMENT EVALUATES THE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZES A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY APPLICABLE TAX AUTHORITIES. THE FUND'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT THROUGH FEBRUARY 28, 2024, THERE ARE NO SIGNIFICANT UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 100727 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 999674 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 999674 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 100727 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | STEPHEN PULS, THERESA URISH, AND NICK PASTORE ARE EMPLOYEES OF ANHEUSER-BUSCH COMPANIES, INC. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE FORM 990 IS REVIEWED BY THE SIGNING MEMBER OF THE BOARD BEFORE FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | UPON REQUEST |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | KEITH JUDGE - C/O BREWERY & SOFT DRINK WORKERS CONFERENCE, 25 LOUISIANA AVE. WASHINGTON, DC 20001. WILLIAM DUDLEY - C/O BREWERS & MALTSTERS LOCAL #6, 3650 WISCONSIN AVE., ST LOUIS, MO 63118. JEFFERY PADELLARO - C/O BREWERY & SOFT DRINK WORKERS CONFERENCE, 25 LOUISIAN WASHINGTON, DC 20001. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | CUSTODIAL FEES 12,794. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE FUND'S FINANCIAL STATEMENTS WERE AUDITED IN BOTH THE CURRENT AND PRIOR YEARS. THERE WERE NO CHANGES TO THE AUDIT ENGAGEMENT THIS YEAR. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | INVESTMENT INCOME IS EXEMPT SINCE THE FUND IS A COLLECTIVELY BARGAINED PLAN AS DESCRIBED UNDER CODE SECTION 419(A)(F)(5)(A). |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART IX, LINE 11G |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART VII, LINE 2C: |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PART VIII, LINE 3: |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 0 | 431162835 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 0 | MO |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 0 | BREWERY & DISTRIBUTOR |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | ANHEUSER BUSCH COMPANIES INC |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt | 0 | ONE BUSCH PLACE |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm | 0 | ST LOUIS |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd | 0 | MO |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd | 0 | 63118 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | BREWERY & SOFT DRINK WORKERS CONFERENCE OF USA & CANADA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 362259589 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(C)(5) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | DC |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | TO ORGANIZE LOCAL UNIONS WHOSE MEMBERS ARE BREWERY AND SOFT DRINK WORKERS |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 25 LOUISIANA AVENUE NW |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | WASHINGTON |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | DC |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 20001 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 0 | 486217 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 0 | EMPLOYER CONTRIBUTIONS TO PLAN |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 0 | ANHEUSER BUSCH COMPANIES INC |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 0 | S |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 1 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 10496157 |
| IRS990/TotalAssetsEOYAmt | 0 | 11398954 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 10496157 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 11398954 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 100727 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 10050 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 13900 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 10050 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 13900 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 10486107 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 11385054 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 100727 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 486217 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 513457 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 486217 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 999674 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 6 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 10496157 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 11398954 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | C/O ANHEUSER-BUSCH ONE BUSCH PLACE |
| IRS990/USAddress/CityNm | 0 | ST LOUIS |
| IRS990/USAddress/StateAbbreviationCd | 0 | MO |
| IRS990/USAddress/ZIPCd | 0 | 63118 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 6 |
| IRS990/VotingMembersIndependentCnt | 0 | 3 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | THERESA URISH |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3145777413 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-01-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ANHEUSER-BUSCH BREWERY CONFERENCE |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ANHE |
| ReturnHeader/Filer/EIN | 0 | 526219649 |
| ReturnHeader/Filer/PhoneNum | 0 | 3145777413 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | CO ANHEUSER-BUSCH ONE BUSCH PLACE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | ST LOUIS |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MO |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 63118 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 390758449 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | WIPFLI LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 43 CONSTITUTION DRIVE SUITE 100 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BEDFORD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 03110 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6036273838 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-01-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | LANCE R TURGEON |
| ReturnHeader/ReturnTs | 0 | 2025-01-15T15:33:31-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-03-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-02-29 |
| ReturnHeader/TaxYr | 0 | 2023 |
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Displayed year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.
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