Liabilities / Assets
26th percentile
Higher debt load relative to assets than 26% of similar nonprofits.
990 • Fiscal year 2025 • EIN 52-6219649
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
26th percentile
Higher debt load relative to assets than 26% of similar nonprofits.
Liabilities / Revenue
35th percentile
Higher debt load relative to revenue than 35% of similar nonprofits.
Net Margin
98th percentile
Higher net margin than 98% of similar nonprofits.
Top Officer Pay
52nd percentile
Higher top officer pay than 52% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
47th percentile
Faster asset growth than 47% of similar nonprofits.
Revenue Growth
29th percentile
Faster revenue growth than 29% of similar nonprofits.
Assets
Up$12,202,891
Up $803,937 (+7.1%) from 2024
Net Assets
Up$12,191,891
Up $806,837 (+7.1%) from 2024
Liabilities
Down$11,000
Down $2,900 (-21%) from 2024
Revenue
Down$998,423
Down $1,251 (-0.1%) from 2024
Expenses
Up$191,586
Up $90,859 (+90%) from 2024
Net Income
Down$806,837
Down $92,110 (-10%) from 2024
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 | $11,385,054 | $12,191,891 | ▲ $806,837 |
| Savings and Temporary Cash Investments | $11,090,605 | $11,874,750 | ▲ $784,145 |
| Accounts Receivable | $280,048 | $304,398 | ▲ $24,350 |
| Cash and Non-Interest-Bearing Accounts | $28,301 | $23,743 | ▼ $4,558 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $11,398,954 | $12,202,891 | ▲ $803,937 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $13,900 | $11,000 | ▼ $2,900 |
| Total Liabilities | $13,900 | $11,000 | ▼ $2,900 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $11,385,054 | $12,191,891 | ▲ $806,837 |
| Total Liabilities and Net Assets / Fund Balance | $11,398,954 | $12,202,891 | ▲ $803,937 |
| 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 | $29,841 |
| 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 | - | - | - | $161,745 |
| Fees for Services Accounting | - | - | - | $11,000 |
| Fees for Services Other | - | - | - | $10,855 |
| All Other Expenses | - | - | - | $7,986 |
| Total Functional Expenses | $0 | $0 | $0 | $191,586 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $191,586 |
| Total Expenses per Audited Statements | $191,586 |
| Total Expenses per Form 990 | $191,586 |
| 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”
“William dudley - c/o brewery & soft drink workers conference, 25 louisiana a washington, dc 20001. Keith judge - c/o brewery & soft drink workers conference, 25 louisiana ave. Washington, dc 20001. 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).”
“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, 2025, 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 | 13900 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 11000 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 280048 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 304398 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE UNEMPLOYMENT AND SEVERANCE BENEFITS TO ELIGIBLE PARTICIPANTS. |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 7986 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 161745 |
| 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 | 28301 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 23743 |
| 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 | 161745 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 545200 |
| IRS990/CYOtherExpensesAmt | 0 | 29841 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 453223 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 806837 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 191586 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 998423 |
| 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 | 191586 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 1 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 11000 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 10855 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 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 | WILLIAM DUDLEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | KEITH JUDGE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JEFFERY PADELLARO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | NICK PASTORE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | STEPHEN PULS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | THERESA URISH |
| 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 - UNION |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE - UNION |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE - UNION |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE - EMPLOYER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE - EMPLOYER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE - EMPLOYER |
| 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 | 998423 |
| 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/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 545200 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 545200 |
| 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 | 11385054 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 12191891 |
| 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/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 | 453223 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 453223 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 68400 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 513457 |
| IRS990/PYOtherExpensesAmt | 0 | 32327 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 486217 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 898947 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 100727 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 999674 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 806837 |
| 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 | 453223 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 11385054 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 12191891 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 11090605 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 11874750 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 191586 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 998423 |
| 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, 2025, 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 | 191586 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 998423 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 998423 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 191586 |
| 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 | WILLIAM DUDLEY - C/O BREWERY & SOFT DRINK WORKERS CONFERENCE, 25 LOUISIANA A WASHINGTON, DC 20001. KEITH JUDGE - C/O BREWERY & SOFT DRINK WORKERS CONFERENCE, 25 LOUISIANA AVE. WASHINGTON, DC 20001. JEFFERY PADELLARO - C/O BREWERY & SOFT DRINK WORKERS CONFERENCE, 25 LOUISIAN WASHINGTON, DC 20001. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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 | 5 | 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 VII, LINE 2C: |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART VII, 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/PrimaryActivitiesTxt | 0 | CONTRIBUTING EMPLOYER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 0 | ANHEUSER BUSCH COMPANIES INC |
| 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 | 453223 |
| 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 | 11398954 |
| IRS990/TotalAssetsEOYAmt | 0 | 12202891 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 11398954 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 12202891 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 191586 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 13900 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 11000 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 13900 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 11000 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 11385054 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 12191891 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 191586 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 453223 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 545200 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 453223 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 998423 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 6 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 11398954 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 12202891 |
| 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 | 2025-03-06 01:10:19Z |
| 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 | 2025-12-16 |
| 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 | 393647910 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | WIPFLI ADVISORY LLC |
| 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 | 2025-12-16 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | LANCE R TURGEON |
| ReturnHeader/ReturnTs | 0 | 2025-12-19T10:53:19-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-03-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-02-28 |
| ReturnHeader/TaxYr | 0 | 2024 |
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Displayed year
2025 • Form 990Detailed filing. Detailed filing data is available for this year.
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