2025-11-14T11:01:40-06:00 2024-12-31 471117820 FIDUCIARY TAX CONSULTANTS LLC 56 COURT STREET - SUITE 4K BROOKLYN NY 11201 990 2024-01-01 526976965 NATIONAL ACADEMY OF SCIENCES RET WELFARE NATI 5853251129 155 FLEET STREET PORTSMOUTH NH 03801 VERONICA VAN NEST TRUSTEE 5853251129 2025-11-14 true false PAUL O'DONNELL P01215257 7182549101 2025-11-14 2024 2025-03-06 01:10:19Z NATIONAL ACADEMY OF SCIENCES RETIREE WELFARE BENEFIT PLAN TRUST C/O EXETER TR CO TTEE 155 FLEET ST PORTSMOUTH NH 03801 41400633 false X N/A X 1999 DC DESCRIPTION OF ORGANIZATION MISSION: THE REPORTING ORGANIZATION NATIONAL ACADEMY OF SCIENCES RETIREE WELFARE BENEFIT PLAN TRUST (THE TRUST) WAS ORGANIZED AND WILL OPERATE FOR THE BENEFIT OF THE NATIONAL ACADEMY OF SCIENCES (NAS) FOR THE PRIMARY PURPOSE OF HOLDING, MANAGING AND INVESTING CERTAIN ASSETS OF THE NATIONAL ACADEMY OF SCIENCES RETIREE WELFARE BENEFIT PLAN ("PLAN") SAID ASSETS TO BE HELD IN TRUST FOR THE PURPOSE OF PAYING INSURANCE PREMIUMS UNDER THE PLAN ON BEHALF OF ELIGIBLE RETIREES AND OTHER PARTICIPANTS UNDER THE PLAN IN ACCORDANCE WITH THE TERMS OF THE PLAN AND REQUIREMENTS OF THE EMPLOYMENT RETIREMENT INCOME SECURITY ACT (ERISA). 1 0 0 0 0 0 0 2036468 2658461 0 2036468 2658461 0 0 374707 411821 0 0 1675878 1359083 2050585 1770904 -14117 887557 65675994 69373264 0 0 65675994 69373264 X DESCRIPTION OF ORGANIZATION MISSION: THE REPORTING ORGANIZATION NATIONAL ACADEMY OF SCIENCES RETIREE WELFARE BENEFIT PLAN TRUST (THE TRUST) WAS ORGANIZED AND WILL OPERATE FOR THE BENEFIT OF THE NATIONAL ACADEMY OF SCIENCES (NAS) FOR THE PRIMARY PURPOSE OF HOLDING, MANAGING AND INVESTING CERTAIN ASSETS OF THE NATIONAL ACADEMY OF SCIENCES RETIREE WELFARE BENEFIT PLAN ("PLAN") SAID ASSETS TO BE HELD IN TRUST FOR THE PURPOSE OF PAYING INSURANCE PREMIUMS UNDER THE PLAN ON BEHALF OF ELIGIBLE RETIREES AND OTHER PARTICIPANTS UNDER THE PLAN IN ACCORDANCE WITH THE TERMS OF THE PLAN AND REQUIREMENTS OF THE EMPLOYMENT RETIREMENT INCOME SECURITY ACT (ERISA). false false 1242810 HEALTH INSURANCE PREMIUMS 59642 DEBIT CARD ACTIVITY AND ADMINISTRATION 13137 LIFE INSURANCE PREMIUMS 10854 10854 1326443 true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false true 0 0 true 0 false false false false false false false false false false false false false X 1 0 false false false false false false false false false false false true false false false false false false X EXETER TRUST COMPANY NY REP OFFICE 5853251129 290 WOODCLIFF DRIVE FAIRPORT NY 14450 EXETER TRUST COMPANY TRUSTEE 1.0 X 411821 0 0 411821 0 0 1 false false false 1715219 1715219 39685414 38742172 943242 943242 943242 2658461 2658461 411821 411821 HEALTH INSURANCE PREMIUMS 1242810 1242810 DEBIT CARD ACTIVITY AND ADMINISTRAT 59642 59642 LIFE INSURANCE PREMIUMS 13137 13137 AUDIT AND ACTUARIAL FEES 10854 10854 32640 32640 1770904 1326443 444461 0 1289555 1126473 112305 93111 64274134 68153680 65675994 69373264 0 0 X 65675994 69373264 65675994 69373264 65675994 69373264 X 887557 2809713 X false false false X X 1 NATIONAL ACADEMY OF SCIENCES 526976965 7 true 0 0 1 0 0 true false false false false false false false false false false false false false false true false 0 0 0 0 0 0 PART 1 LINE 1 DESCRIPTION OF ORGANIZATION MISSION: THE REPORTING ORGANIZATION, NATIONAL ACADEMY OF SCIENCES RETIREE WELFARE BENEFIT PLAN TRUST (THE TRUST) WAS ORGANIZED AND WILL OPERATE FOR THE BENEFIT OF THE NATIONAL ACADEMY OF SCIENCES (NAS) FOR THE PRIMARY PURPOSE OF HOLDING, MANAGING AND INVESTING CERTAIN ASSETS OF THE NATIONAL ACADEMY OF SCIENCES RETIREE WELFARE BENEFIT PLAN (PLAN) SAID ASSETS TO BE HELD IN TRUST FOR THE PURPOSE OF PAYING INSURANCE PART III LINE 1 THE REPORTING ORGANIZATION, NATIONAL ACADEMY OF SCIENCES RETIREE WELFARE BENEFIT PLAN TRUST (THE TRUST) WAS ORGANIZED AND WILL OPERATE FOR THE BENEFIT OF THE NATIONAL ACADEMY OF SCIENCES (NAS) FOR THE PRIMARY PURPOSE OF HOLDING, MANAGING AND INVESTING CERTAIN ASSETS OF THE NATIONAL ACADEMY OF SCIENCES RETIREE WELFARE BENEFIT PLAN (PLAN) ASSETS TO BE HELD IN TRUST FOR THE PURPOSE OF PAYING INSURANCE PREMIUMS UNDER THE PLAN ON BEHALF OF ELIGIBLE RETIREES AND PARTVI SECT A LINE 8A MANAGEMENT OF THE TRUST DOES NOT INVOLVE MEETINGS THAT REQUIRE CONTEMPORANEOUS RECORDKEEPING. UNDER THE TRUST, THE TRUSTEE IS REQUIRED TO KEEP AND MAINTAIN COMPLETE AND ACCURATE RECORDS OF ALL ASSETS AND TRANSACTIONS OF THE TRUST FUND. PART VI SEC A LINE 8B SEE EXPLANATION FOR FORM 990, PART VI, SECTION A, LINE 8A. PART VI SEC B LINE 11B THE FORM 990 OF THE REPORTING ORGANIZATION, THE NATIONAL ACADEMY OF SCIENCES RETIREE WELFARE BENEFIT PLAN TRUST, IS REVIEWED BY A REPRESENTATIVE OF THE TRUSTEE PRIOR TO FILING. PART VI SEC C LINE 19 DOCUMENTS CAN BE REVIEWED BY WRITTEN REQUEST IN THE OFFICES OF THE TRUSTEE. PART IV LINE 12 AUDITED FINANCIAL STATEMENTS ARE PREPARED FOR THE PLAN (WHICH INCLUDES CERTAIN TRANSACTIONS SUCH AS THE PAYMENT OF ANNUAL INSURANCE PREMIUMS THAT ARE PAID DIRECTLY BY THE PLAN SPONSOR OR INDIVIDUAL PARTICIPANTS IN THE PLAN). NOTE THAT ANNUAL PREMIUMS PAYABLE UNDER THE PLAN BY THE PLAN SPONSOR (NATIONAL ACADEMY OF SCIENCES) MAY BE PAID EITHER DIRECTLY BY THE PLAN SPONSOR OR MAY BE PAID THROUGH THE TRUST. PART VI LINES 1A, 12, 13, 14, & 15 THE REPORTING ORGANIZATION IS A TRUST WITH A GOVERNING BODY COMPRISING A SINGLE INSTITUTIONAL TRUSTEE, EXETER TRUST COMPANY. THE TRUST IS SUBJECT TO A WRITTEN TRUST AGREEMENT THAT REQUIRES THE TRUSTEE TO DISCHARGE ITS DUTIES CONSISTENT WITH ITS ROLE AS A FIDUCIARY UNDER ERISA. THERE IS NO SEPARATE CONFLICT OF INTEREST POLICY, RECORD RETENTION, OR WHISTLEBLOWER POLICY APPLICABLE TO THE TRUSTEE. THE REPORTING ORGANIZATION REQUIRES THE TRUSTEE TO COMPLY PART III LINE 4D AUDIT AND ACTUARIAL FEES PART XI lINE 9 N/A EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d AUDIT AND ACTUARIAL FEES EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a MANAGEMENT OF THE TRUST DOES NOT INVOLVE MEETINGS THAT REQUIRE CONTEMPORANEOUS RECORDKEEPING AND ACCURATE RECORDS OF ALL ASSETS AND TRANSACTIONS OF THE TRUST FUND EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b SEE EXPLANATION FOR FORM 990, PART VI, SECTION A, LINE 8A FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW THE FORM 990 OF THE REPORTING ORGANIZATION, THE NATIONAL ACADEMY OF SCIENCES RETIREE WELFARE BENEFIT PLAN TRUST, IS REVIEWED BY A REPRESENTATIVE OF THE TRUSTEE PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 18 SEE SCHEDULE O FORM 990, PAGE 6, PART VI, LINE 19 EXETER TRUST COMPANY 290 WOODCLIFF DRIVE FAIRPORT NY 11450 585-325-1129 EXPLANATION FOR FORM 990, PART XI, LINE 9 N/A NATIONAL ACADEMY OF SCIENCES 2101 CONSTITUTION AVE NW WASHINGTON DC 20418 530196932 SCI. RESEARCH DC 501(c)(3) THE NATIONAL ACADEMY NA false false false false false false false false false false false false false false false false true false false false SCHEDULE R PART II THE NATIONAL ACADEMY OF SCIENCES IS A FEDERALLY CHARTERED TAX-EXEMPT CORPORATION CHARTERED BY AN ACT OF CONGRESS IN 1863 AND IS NOT A DISTRICT OF COLUMBIA CORPORATION.