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← WHOLESALE WINE SALESMENS UNION LOCAL 18 SEVERANCE TRUST FUND PLAN

Form 990 for tax year 2024

Filed by WHOLESALE WINE SALESMENS UNION LOCAL 18 SEVERANCE TRUST FUND PLAN.

Totals

Total revenue
$80,883
Total expenses
$71,068
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$10,468
Investment income
$70,415
Other revenue
$0
Total assets, end of year
$855,891
Total liabilities, end of year
$121,667
Net assets or fund balances, end of year
$734,224
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $10,468 · related or exempt $10,468

  • 3 · Investment income

    total $33,717 · excluded $33,717

  • 7a · Gross sales of assets other than inventory

    securities $427,623

  • 7b · Less cost or other basis and sales expenses

    securities $390,925

  • 7c · Gain or loss

    securities $36,698

  • 7d · Net gain or loss

    total $36,698 · excluded $36,698

Functional expenses

Part IX, the statement of functional expenses.

  • 11b · Fees: legal

    total $2,988

  • 11c · Fees: accounting

    total $29,400

  • 11g · Fees: other

    total $7,000

  • 13 · Office expenses

    total $535

  • 23 · Insurance

    total $5,834

  • 24a · Other expenses: SHARED ADMINISTRATIVE E

    total $25,311

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $47,052 · end of year $10,082

  • 2 · Savings and temporary cash investments

    beginning of year $90,581 · end of year $88,881

  • 4 · Accounts receivable

    beginning of year $3,646 · end of year $1,194

  • 11 · Investments: publicly traded securities

    beginning of year $698,502 · end of year $755,734

  • 17 · Accounts payable and accrued expenses

    beginning of year $29,308 · end of year $2,790

  • 25 · Other liabilities

    beginning of year $71,181 · end of year $118,877

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $739,292 · end of year $734,224

Mission and programs · 2024

Mission

TO PROVIDE SEVERANCE BENEFITS TO ELIGIBLE TERMINATED EMPLOYEES AND TO PROVIDE HOLIDAY BENEFITS TO ELIGIBLE ACTIVE EMPLOYEES.

  • TO PROVIDE SEVERANCE BENEFITS TO ELIGIBLE TERMINATED EMPLOYEES AND TO PROVIDE HOLIDAY BENEFITS TO ELIGIBLE ACTIVE EMPLOYEES.

As filed on the 2024 return.

Listed in Part VII

  • THOMAS J BAFFER

    CHAIRMAN

    Total calculated
    $239,149
    From this org
    $0
    From related orgs
    $200,074
    Other
    $39,075
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $0 + $200,074 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $15,000 related
    Nontaxable benefits
    $0 + $24,075 related
    Filer's total
    $0 + $239,149 related

  • ROY KOHN

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SCOTT GUENSLER

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • STEPHEN T BOORAS

    UNION TRUSTEE

    Total calculated
    $319,105
    From this org
    $0
    From related orgs
    $277,818
    Other
    $41,287
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $0 + $277,818 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $19,270 related
    Nontaxable benefits
    $0 + $22,017 related
    Filer's total
    $0 + $319,105 related

  • STEVEN LESAK

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • LORRAINE BARA

    FORMER EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CHRISTOPHER IVERSON

    FORMER EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PAUL TISO

    UNION TRUSTEE

    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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • GALLO WINE SALES OF NJ INC

  • SOUTHERN WINE & SPIRITS OF AMERICA INC

Provenance

Return type
form_990
Tax year
2024
Filed
6 April 2026
IRS schema version
2024v5.5
Source object
202600989349300010

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