Form 990 for tax year 2024
Filed by USW-SHERWIN ALUMINA RETIREE HEALTH CARE TRUST.
Totals
- Total revenue
- $61,775
- Total expenses
- $865,502
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $61,775
- Other revenue
- $0
- Total assets, end of year
- $639,490
- Total liabilities, end of year
- $14,639
- Net assets or fund balances, end of year
- $624,851
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $61,775 · unrelated business $0 · excluded $61,775
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $824,834 · program services $0
-
11b · Fees: legal
total $367 · program services $0 · management and general $0 · fundraising $0
-
11c · Fees: accounting
total $8,000 · program services $0 · management and general $0 · fundraising $0
-
11f · Fees: investment management
total $12,686 · program services $0 · management and general $0 · fundraising $0
-
11g · Fees: other
total $14,602 · program services $0 · management and general $0 · fundraising $0
-
13 · Office expenses
total $15 · program services $0 · management and general $0 · fundraising $0
-
23 · Insurance
total $4,891 · program services $0 · management and general $0 · fundraising $0
-
24a · Other expenses: DEATH AUDIT
total $107 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $103,986 · end of year $367,033
-
12 · Investments: other securities
beginning of year $1,321,346 · end of year $270,419
-
15 · Other assets
beginning of year $3,246 · end of year $2,038
-
17 · Accounts payable and accrued expenses
beginning of year $0 · end of year $14,639
-
29 · Capital stock, trust principal or current funds
beginning of year $1,428,578 · end of year $624,851
Mission and programs · 2024
Mission
The Trusts sole activity is to provide health benefits to retired hourly employees (including spouses and dependents) of the Sherwin Alumina Company who were eligible for participation.
-
provide retiree health care benefits (consisting of reimbursements for eligible health care expenses) to retired hourly employees (including spouses and dependents)
As filed on the 2024 return.
Listed in Part VII
-
CARY BURNELL
COMMITTEE MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
JAMES BURCH
COMMITTEE MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
RICHARD ROCK
COMMITTEE MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
BEN LILIENFELD
COMMITTEE MEMBER
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 22 April 2025
- IRS schema version
- 2024v5.2
- Source object
- 202532799349301713
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