2026-04-08T07:43:08-05:00 2025-05-31 750786316 WEAVER AND TIDWELL LLP ONE PENNSYLVANIA PLAZA STE 2800 NEW YORK NY 10119 990 2024-06-01 136314646 WHOLESALE WINE SALESMEN'S UNION LOCAL 18-D SEVERANCE TRUST FUND WHOL 7188238903 100 ST MARYS AVENUE STATEN ISLAND NY 10305 THOMAS J BAFFER TRUSTEE 7188238903 2026-04-06 1 1 MATTHEW SIMON P01306208 2126955003 2024 2025-03-06 01:10:19Z THOMAS J BAFFER 100 ST MARYS AVENUE STATEN ISLAND NY 10305 471808 0 X N/A X 1969 NY TO PROVIDE SEVERANCE BENEFITS TO ELIGIBLE TERMINATED EMPLOYEES AND TO PROVIDE HOLIDAY BENEFITS TO ELIGIBLE ACTIVE EMPLOYEES. 6 4 0 0 0 0 0 0 39714 10468 50298 70415 0 0 90012 80883 0 0 0 0 0 0 0 0 0 78749 71068 78749 71068 11263 9815 839781 855891 100489 121667 739292 734224 TO PROVIDE SEVERANCE BENEFITS TO ELIGIBLE TERMINATED EMPLOYEES AND TO PROVIDE HOLIDAY BENEFITS TO ELIGIBLE ACTIVE EMPLOYEES. 0 0 TO PROVIDE SEVERANCE BENEFITS TO ELIGIBLE TERMINATED EMPLOYEES AND TO PROVIDE HOLIDAY BENEFITS TO ELIGIBLE ACTIVE EMPLOYEES. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 X 6 4 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X THE ORGANIZATION 7188238903 100 ST MARYS AVENUE STATEN ISLAND NY 10305 THOMAS J BAFFER CHAIRMAN 2.00 X 0 200074 39075 ROY KOHN EMPLOYER TRUSTEE 2.00 X 0 0 0 SCOTT GUENSLER EMPLOYER TRUSTEE 2.00 X 0 0 0 STEPHEN T BOORAS UNION TRUSTEE 2.00 X 0 277818 41287 STEVEN LESAK EMPLOYER TRUSTEE 2.00 X 0 0 0 LORRAINE BARA FORMER EMPLOYER TRUSTEE 2.00 X 0 0 0 CHRISTOPHER IVERSON FORMER EMPLOYER TRUSTEE 2.00 X 0 0 0 PAUL TISO UNION TRUSTEE 2.00 X 0 0 0 0 477892 80362 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 10468 10468 10468 33717 33717 427623 390925 36698 36698 36698 80883 10468 0 70415 2988 29400 7000 535 5834 SHARED ADMINISTRATIVE E 25311 71068 47052 10082 90581 88881 3646 1194 698502 755734 839781 855891 29308 2790 71181 118877 100489 121667 X 0 0 0 0 739292 734224 739292 734224 839781 855891 9815 -14883 0 X X 0 1 X 1 0 0 DUE TO AFFILIATES 118877 118877 X 66000 -14883 -14883 80883 0 80883 71068 0 71068 0 71068 PART X, LINE 2: THE FUND RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) IN DECEMBER 1993, STATING THAT THE TRUST IS TAX EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE IRC. HOWEVER, AS A RESULT OF THE FUND'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2025 OR 2024 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE FUND AND RELATED TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. FUND MANAGEMENT BELIEVES THAT THE FUND IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. US GAAP REQUIRES FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 STEPHEN T BOORAS UNION TRUSTEE 0 277818 0 0 0 0 0 19270 0 22017 0 319105 0 0 THOMAS J BAFFER CHAIRMAN 0 200074 0 0 0 0 0 15000 0 24075 0 239149 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE FUND DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FUND'S BOARD OF TRUSTEES REVIEWS THE FORM 990 PRIOR TO ITS FILING. FORM 990, PART VI, SECTION C, LINE 19 THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FUND'S PROCESS FOR OVERSEEING THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF ITS INDEPENDENT AUDITOR HAS NOT CHANGED FROM THE PRIOR YEAR. WHOLESALE WINE SALESMEN'S UNION LOCAL 18-D WELFARE FUND 100 ST MARYS AVE STATEN ISLAND NY 10305 136118801 BENEFIT FUND NY 501(C)(9) 0 RETIREMENT PLAN OF WHOLESALE WINE SALESMEN'S PENSION FUND 100 ST MARYS AVE STATEN ISLAND NY 10305 510157973 BENEFIT FUND NY 401(A0 0 LIQUOR SALESMEN'S UNION LOCAL 2-D 100 ST MARYS AVE STATEN ISLAND NY 10305 131471825 LABOR ORGANIZATION NY 501(C)(5) 0 GALLO WINE SALES OF NJ INC SOUTHERN WINE & SPIRITS OF AMERICA INC 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0