TY 2025 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) NATHAN GOLDSTEIN...................................................................... EXECUTIVE DIRECTOR	10.00 ................. 30.00		X		0	367,097	59,338
(2) JOHN A RICE JR...................................................................... STAFF ATTORNEY	40.00 ................. 0.00			X	179,867	0	61,346
(3) ROBERT M CASSESSO JR...................................................................... DIRECTOR - EFF 07/25	40.00 ................. 0.00		X		176,946	0	61,346
(4) MICHAEL J RILEY...................................................................... STAFF ATTORNEY	40.00 ................. 0.00			X	161,789	0	61,346
(5) MARY P O'MALLEY...................................................................... FUND ADMINISTRATOR - THRU 07/25	40.00 ................. 0.00		X		148,546	0	32,376
(6) JENNIFER L FEARNLEY...................................................................... STAFF ATTORNEY	40.00 ................. 0.00			X	134,712	0	61,346
(7) ANDREA T DUNN...................................................................... STAFF ATTORNEY	40.00 ................. 0.00			X	121,145	0	61,346
(8) KELLY M WALSH - RUBIN...................................................................... ACCOUNTING MANAGER	40.00 ................. 0.00			X	119,857	0	61,346
(9) JOSEPH C BONFIGLIO...................................................................... CHAIRMAN/TRUSTEE	1.00 ................. 3.00	X			0	0	0
(10) BARBARA J DELUCCA-REA...................................................................... SECRETARY/TRUSTEE	1.00 ................. 0.00	X			0	0	0
(11) MICHAEL P GAGLIARDI...................................................................... TRUSTEE	1.00 ................. 0.00	X			0	0	0
(12) WENDALL W GARDNER...................................................................... TRUSTEE	1.00 ................. 0.00	X			0	0	0
(13) DAVID P POWELL...................................................................... TRUSTEE	1.00 ................. 0.00	X			0	0	0
(14) JIM DIMARZIO...................................................................... TRUSTEE	1.00 ................. 0.00	X			0	0	0
(15) RYAN DECHRISTOFORO...................................................................... TRUSTEE	1.00 ................. 0.00	X			0	0	0
(16) MATTHEW SARGO...................................................................... TRUSTEE	1.00 ................. 0.00	X			0	0	0

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

MASSACHUSETTS LABORERS' LEGAL SERVICES
FUND

Employer identification number

04-6357603

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year

Number of states where property subject to conservation easement is located

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
$

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... $

(ii)

Assets included in Form 990, Part X ............................... $

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... $

Assets included in Form 990, Part X ............................... $

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) (Rev. 1-2025)

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment

Permanent endowment

Term endowment

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements	138,302	129,192	9,110
d	Equipment ....	620,674	439,775	180,899
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				190,009

Schedule D (Form 990) (Rev. 1-2025)

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
CLAIMS PAYABLE	210,500
RELATED ORGANIZATIONS - NET	19,697
OPERATING LEASE PAYABLE	102,527






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	332,724
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) (Rev. 1-2025)

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	5,168,660
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	1,298,912
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................			2e	1,298,912
3	Subtract line 2e from line 1..................			3	3,869,748
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	15,600
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	15,600
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	3,885,348

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	3,334,956
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	3,334,956
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	15,600
b	Other (Describe in Part XIII.) ...........	4b	97,700
c	Add lines 4a and 4b.....................			4c	113,300
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	3,448,256

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART X, LINE 2:	THE TRUST FUNDING THE PLAN HAS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE DATED NOVEMBER 22, 2004, STATING THAT THE TRUST IS TAX EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC"). THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX EXEMPT STATUS OF THE TRUST. THE TRUSTEES BELIEVE THAT THE PLAN, INCLUDING AMENDMENTS, IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVE THE RELATED TRUST IS TAX EXEMPT. ADDITIONALLY, THE PLAN BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2025 AND 2024 IN ACCORDANCE WITH FASB ASC TOPIC 740 ''INCOME TAXES''.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	CHANGE IN CLAIMS PAYABLE 97,700.

Return Reference

Explanation

PART X, LINE 2:

THE TRUST FUNDING THE PLAN HAS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE DATED NOVEMBER 22, 2004, STATING THAT THE TRUST IS TAX EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC"). THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX EXEMPT STATUS OF THE TRUST. THE TRUSTEES BELIEVE THAT THE PLAN, INCLUDING AMENDMENTS, IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVE THE RELATED TRUST IS TAX EXEMPT. ADDITIONALLY, THE PLAN BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2025 AND 2024 IN ACCORDANCE WITH FASB ASC TOPIC 740 ''INCOME TAXES''.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

CHANGE IN CLAIMS PAYABLE 97,700.

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

MASSACHUSETTS LABORERS' LEGAL SERVICES
FUND

Employer identification number

04-6357603

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) (Rev. 1-2025)

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1NATHAN GOLDSTEIN EXECUTIVE DIRECTOR	(i) (ii)	0 ------------- 352,190	0 ------------- 0	0 ------------- 14,907	0 ------------- 37,102	0 ------------- 22,236	0 ------------- 426,435	0 ------------- 0
2JOHN A RICE JR STAFF ATTORNEY	(i) (ii)	176,511 ------------- 0	3,356 ------------- 0	0 ------------- 0	40,118 ------------- 0	21,228 ------------- 0	241,213 ------------- 0	0 ------------- 0
3ROBERT M CASSESSO JR DIRECTOR - EFF 07/25	(i) (ii)	174,223 ------------- 0	2,723 ------------- 0	0 ------------- 0	40,118 ------------- 0	21,228 ------------- 0	238,292 ------------- 0	0 ------------- 0
4MICHAEL J RILEY STAFF ATTORNEY	(i) (ii)	158,771 ------------- 0	3,018 ------------- 0	0 ------------- 0	40,118 ------------- 0	21,228 ------------- 0	223,135 ------------- 0	0 ------------- 0
5MARY P O'MALLEY FUND ADMINISTRATOR - THRU 07/25	(i) (ii)	148,546 ------------- 0	0 ------------- 0	0 ------------- 0	21,228 ------------- 0	11,148 ------------- 0	180,922 ------------- 0	0 ------------- 0
6JENNIFER L FEARNLEY STAFF ATTORNEY	(i) (ii)	132,199 ------------- 0	2,513 ------------- 0	0 ------------- 0	40,118 ------------- 0	21,228 ------------- 0	196,058 ------------- 0	0 ------------- 0
7ANDREA T DUNN STAFF ATTORNEY	(i) (ii)	118,885 ------------- 0	2,260 ------------- 0	0 ------------- 0	40,118 ------------- 0	21,228 ------------- 0	182,491 ------------- 0	0 ------------- 0
8KELLY M WALSH - RUBIN ACCOUNTING MANAGER	(i) (ii)	117,621 ------------- 0	2,236 ------------- 0	0 ------------- 0	40,118 ------------- 0	21,228 ------------- 0	181,203 ------------- 0	0 ------------- 0

Schedule J (Form 990) (Rev. 1-2025)

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

MASSACHUSETTS LABORERS' LEGAL SERVICES
FUND

Employer identification number

04-6357603

Return Reference	Explanation
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND ADMINISTRATOR WHO WORKS FULL TIME FOR THE PLAN. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION.
FORM 990, PART VI, SECTION B, LINE 12C	REVIEW OF THE CONFLICT OF INTEREST POLICY IS DONE ANNUALLY AT A TRUSTEES MEETING AND WITH THE EMPLOYEES.
FORM 990, PART VI, SECTION B, LINE 15B	THE PLAN'S OFFICER COMPENSATION IS DETERMINED BY THE TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19	THE PLAN'S GOVERNING DOCUMENTS, POLICIES & FINANCIAL STATEMENTS ARE AVAILABLE TO ALL OF THE PLAN'S PARTICIPANTS UPON REQUEST. THE PLAN DOES NOT MAKE DOCUMENTS AVAILABLE TO THE PUBLIC.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

MASSACHUSETTS LABORERS' LEGAL SERVICES
FUND

Employer identification number

04-6357603

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)MASSACHUSETTS LABORERS' ANNUITY FD 1400 DISTRICT AVE STE 200 BURLINGTON,MA018035236 04-6553616	BENEFIT FUND	MA	501(A)	N/A	N/A		No
(2)MASSACHUSETTS LABORERS' HEALTH & WELFARE FD 1400 DISTRICT AVE STE 200 BURLINGTON,MA018035236 04-2214296	BENEFIT FUND	MA	501(C)(9)	N/A	N/A		No
(3)LABORERS' PENSION-BURLINGTON INVEST CORP 1400 DISTRICT AVE STE 200 BURLINGTON,MA018035236 04-3249480	REAL ESTATE TITLE HOLDING COMPANY	MA	501(C)(25)	N/A	N/A		No
(4)MASSACHUSETTS LABORERS' PENSION FD 1400 DISTRICT AVE STE 200 BURLINGTON,MA018035236 04-6128298	BENEFIT FUND	MA	501(A)	N/A	N/A		No
(5)SEE SCHEDULE R SUPPLEMENTAL INFORMATION

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) (Rev. 1-2025)

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) SEE SCHEDULE R SUPPLEMENTAL INFORMATION

Schedule R (Form 990) (Rev. 1-2025)

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) (Rev. 1-2025)

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) (Rev. 1-2025)

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation
SCHEDULE R ATTACHMENT , RELATED ORGANIZATIONS	PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST A & A WINDOW PRODUCTS INC A & I CONCRETE CURBS & UTIL A A ASBESTOS ABATEMENT CO I A A PENTA CORPORATION A A WILL CORP A F AMORELLO & SONS INC A J VIRGILIO CONSTRUCTION A VOZZELLA & SONS INC A. MARTINS & SON CONSTR INC A1 DRILLING AND BLASTING CO AAXIOM CONCRETE SAWING LLC ABOVE ALL EPOXY FLOORING LL ACCESS LIMITED CONSTRUCTION ACE CONCRETE CUTTING LLC ACETO CONSTRUCTION ACME ABATEMENT CONTRACTOR I ACME CONSTR CORP ACME WATERPROOFING CO INC ACOUSTICAL THERMAL INSULATO ACRANOM MASONRY INC ADAMS & RUXTON CONST ADVANCED SCAFFOLD SERV NO A AETNA BRIDGE COMPANY AGGREGATE IND/ N.AMER BUS S AGI CONSTRUCTION INC AIR QUALITY EXPERTS INC ALBANESE BROS INC ALBANESE D & S INC ALGAR CONST CORP ALL SAFE SCAFFOLD INC ALL TIME SERVICE INC ALLIED PAVING CORP ALLIED POWER SERVICES LLC AM EQUIPMENT LLC AMERICAN BUILDING WRECKERS AMERICAN ENVIRONMENTAL INC ANGELINI PLASTERING INC ANTHONY C SCOLARO & SONS IN APEX ABATEMENT & DEMOLITION APPELLATION CONSTRUCTION SE APTUS GROUP USA LLC AQUA-LAWN INC ARCHITECTURAL BLDG & REST L ARCHITECTURAL PAVING & STON ARMANI RESTORATION INC ASSOCIATED SCAFFOLD BUILDER ATLANTIC COAST DISMANTLING ATLANTIC LINING INC ATLAS DRILLING LLC AZTEC ENERGY INC AZTEC ENERGY MA LLC B & B COMMERCIAL MASONRY IN BACK BAY CONCRETE CORP BACON CONSTRUCTION CO INC BALTAZAR CONTRACTORS INC BARLETTA CONTRACTING SERVIC BARLETTA HEAVY DIVISION INC BARR & BARR INC BAYSTATE BLASTING INC BBL CARLTON LLC BEACON CONSTRUCTION SERVICE BEACON OFFICE INSTALLATIONS BEACON WATERPROOFING & REST BERGLUND CONSTRUCTION CO BIDGOOD ASSOCIATES INC BLACK & VEATCH CONST INC BLAKELY BUILDERS LLC BLAKESLEE PRE-STRESS INC BLUE CONSTRUCTION CO BLUROC LLC BOND BUILDING CONSTRUCTION BOND CIVIL AND UTILITY CONS BORGES CONSTRUCTION INC BORGGAARD CONSTR CORP BOSTON CONSTRUCTION SERVICE BOSTON CONTRACT DRILLING LL BOSTON INSTALL INC BOSTON TURF LLC BRANDENBURG IND SER WRK BRANDSAFWAY SERVICES LLC BRENT CONSTRUCTION CORP BRIGHTVIEW LANDSCAPE DEVELO BROCK INDUSTRIAL SERVICES L BROOKS CONSTRUCTION LLC BROX INDUSTRIES INC BULLDOG INC BUONOPANE INC C & A CONSTRUCTION CO INC C & S COMPANIES C E CYR CONSTR CO INC C H NICKERSON & CO INC C I P CONCRETE C M CONWAY CONSTR INC CAAN FENCE INC CAMPUTARO LEASING LLC CANTARELLA & SON INC CAPASSO ENTERPRISES INC CAPEWAY COMMERCIAL INC CAPEWAY INTERIORS INC CAPONE BROS INC CARACAS CONSTRUCTION CORP CARR DEE CORP CAUSEWAY CONTRACTING INC CAVALIERI CONST CO INC CCB INC CECO CONCRETE CONSTRUCTION CENEDELLA MASONRY INC. CENTRAL LANDSCAPE CONSTR CENTURY DRYWALL CO CHAMPLAIN MASONRY INC CHAPMAN CONSTRUCTION GROUP CHARLES CONTRACTING CO INC CHARLES SERVICES & EQUIP CO CHARPS, LLC CHOICE SERVICES LLC CHUTEHALL CONSTRUCTION CO L CICCONI & SONS CONSTR CO IN CITY ENTERPRISE INC CKM CONSTRUCTION LLC CLIFFORD & GALVIN CONTRACTI COASTAL MARINE CONSTRUCTION COLONIAL SYSTEMS INC COLONY DRYWALL INC COLUMBIA CONSTRUCTION COMPA COMEAU EXCAVATING INC COMMERCIAL MASONRY CORP COMMONWEALTH CUT & CORE COM COMMONWEALTH SCAFFOLD CONNECTICUT MASON CONTRACTO CONSTRUCTION CONCEPTS & SOL CONSTRUCTION DRILLING INC CONSTRUCTION RESOURCE SERVI CONTRACTING SPECIALISTS INC CORDERMAN & COMPANY INC COSCO INC COSTA BROS MASONRY INC COSTELLO DISMANTLING CO INC CSL INC CUSTOM DRYWALL INC D & D BARK BLOWING LLC D & R GENERAL CONTRACTING I D & W CONSTRUCTION LLC D A SULLIVAN & SONS D CLANCY & SONS D CONDRON CONSTRUCTION INC D J ROSSETTI INC D N TANKS INC D SCHUMACHER LANDSCAPING D W WHITE CONSTRUCTION INC D W WHITE- SPS JV DA BOSTON SERVICES INC DAIGLE CLEANING SYSTEMS DANIEL O'CONNELL'S SONS INC DAV CONSTRUCTION, LLC DAVID G ROACH & SONS INC DAVID J TIERNEY JR DB CONTRACTORS INC DCR INC DEBRINO CAULKING ASSOC INC DEIULIS BROS DELUCCA FENCE CO INC DEMCO LLC DEPRIZIO PAVING/ DBA DETOUR CONSTRUCTION LLC DHC SERVICES CORP DIG IT CONSTRUCTION LLC DIVERSIFIED CONST GROUP LLC DON MARTIN CORP DPR CONSTRUCTION, A GENERAL DWW SPS JV E M R DRYWALL INC E T & L CONSTRUCTION CORP E W BURMAN INC EAGLE FENCE & GUARDRAIL EARTH RETENTION SYSTEMS LLC EAST COAST FIREPROOFING CO EAST COAST MASONRY AND REST EAST COAST OFFICE INST EAST COAST SLURRY CO LLC EASTON CONCRETE CUTTING EASTWIND CORP EDI LANDSCAPE LLC EK CONSTRUCTION LLC ELLINGSON TRENCHLESS LLC EMANOUIL INC EMPIRE MASONRY CORP EQUALITY CONSTR WORKS INC ERNEST GUIGLI & SONS INC ESSENTIAL DEMO INC EUROVIA ATLANTIC COAST, LLC EXCELL CONSTRUCTION CORP F & D TRUCK CO F C CONSTRUCTION CORP F L CAULFIELD & SONS FABCON INC/ ATTN:PAYROLL FERREIRA CONSTR CO INC FISHER CONTRACTING CORP FLOORING SOLUTIONS INC FOLAN WATERPROOFING & CONST FONTAINE BROS INC FORTRESS FENCE COMPANY FRANNYS CONSTRUCTION CO INC FRED DEROMA & SON INC FRED SALVUCCI CORP FRONT LINE INC FUSE BUILDS LLC G & C CONCRETE CONST INC G & G PLASTER, EFIS & DRYWA G GREENE CONSTRUCTION CO IN G P L CONSTRUCTION INC G V W INC GAGLIARDUCCI CONSTRUCTION I GALLAGHER CONCRETE CONSTR GARLAND BUILDING CO LLC GARRITY ASPHALT RECLAIMING GEG CONSTRUCTION INC GENERAL ENVIRONMENTAL SERVI GEOLOGIC INC GEORGE R CAIRNS & SONS INC GLEESON POWERS INC GOMES CONSTRUCTION CO INC GORCA CONSTRUCTION INC GRACE INDUSTRIES LLC GRANDE MASONRY GRANITE MECHANICAL INC GREEN ACRES CONSTRUCTION IN GUARDRAIL SOLUTIONS LLC H & A STEEL LLC H & H BUILDERS INC H CARR & SONS INC H J RUSSELL & COMPANY H M NUNES & SONS CONSTRUCTI HAMILTON CONSTR MANAGEMENT HART ENGINEERING CORPORATIO HARVEY CONSTRUCTION HERITAGE RESTORATION INC HIGHRISE CONSOLIDATED SERVI HUB FOUNDATION CO INC HUB OFFICE INSTALLATIONS, L HUXTED TRENCHLESS LLC ICC COMMONWEALTH CORP INDUSTRIAL SERVICES GRP INC INFAB REFRACTORIES INC ISAAC BLAIR & CO INC ISLAND INTERNATIONAL INDUST J & J CONTRACTORS INC J A J TILE CO INC J DERENZO CO J F WHITE CONTRACTING CORP J FLETCHER CREAMER AND SON J H LYNCH & SONS INC J H MAXYMILLIAN INC J L MARSHALL & SONS INC J R J CONSTRUCTION CO INC J R VINAGRO MNFCTING & PROC J READ CORPORATION JAB SERVICES HOLDINGS LLC JACK DOHERTY CONTRACTING LL JACK GONCALVES & SONS INC JACK MOORE ASSOCIATES INC JAG SCAFFOLD INC JAMES W FLETT CO INC JDC DEMO & ABATEMENT LLC JDC DEMOLITION COMPANY INC JDR UNLIMITED INC JEREZ LLC JIMENEZ & SON CONST CO INC JJC CONSTRUCTION SERVICES L JOHN MORIARTY & ASSOCIATES JOHN ROCCHIO CORP JUDLAU CONTRACTING INC JWI LLC K DAPONTE CONSTRUCTION CORP K O STONE INC K R REZENDES INC KARLS EXCAVATING INC KELLER INDUSTRIAL,INC KELLER NORTH AMERICA, INC/H KINETIC DEMO & ENGINEERING L & L CONCRETE FORMS INC L A L CONST CO INC L M SESSLER EXCAVTNG & WRK LAKE CONTRACTING INC LANCO SCAFFOLDING LANDSCAPING BY GREENSCAPE LAPINSKI ELECTRIC INC LAWRENCE HOUSING AUTHORITY LAWRENCE-LYNCH CORP LEE KENNEDY CO INC LINA CIUFFO CONST CORP LOUIS C ALLEGRONE INC LOUREIRO CONTRACTORS INC LUDLOW CONSTRUCTION CO INC M & X UTILITY CO INC M D DRILLING & BLASTING INC M D R CONSTRUCTION CO INC M J SCULLY & CO INC
SCHEDULE R ATTACHMENT , RELATED ORGANIZATIONS	PRIME STEEL ERECTING PRO CUT INC PROFESSIONAL DRYWALL CONST PROIA CONSTRUCTION INC PSN CONSTRUCTION INC PULLMAN SST R F ROACH CO INC R M PACELLA INC R ZOPPO CORP RAILROAD CONSTR-SPS NEW ENG RAILROAD CONSTRUCTION CO IN RAILWORKS TRACK SERVICES LL RAMCO SURVEY STAKE CO INC RAY SERVICES INC RB ARELLO CO INC RBC CORPORATION RED LINE WALL SYSTEMS INC REVERE DEMO SERVICES LLC RICMOR CONSTRUCTION INC RICON CONSTRUCTION LLC RIFENBURG CONTRACTING CORP RIGGS CONTRACTING, INC ROADSAFE TRAFFIC SYSTEM ROSCITI CONSTRUCTION LLC ROSE EXCAVATING LLC ROSHER MECHANICAL INC ROYAL PAINTING & WALL COVER RS CORP RSG CONTRACTING CORP RUDY V POMPEO INC S & F CONCRETE CONTRACTORS S & R CORPORATION S O S CORPORATION SAFESPAN SCAFFOLDING LLC SANTOS CONCRETE CONSTRUCTIO SAVE-ON-WALL CO INC SCHNELL CONTRACTING LIMITED SCIABA CONSTRUCTION SEALCOATING INC-DBA INDUS SECURITY FENCE CORP SELECT DEMOLITION SERVICE SELECT SPRAY SYSTEMS SEVENSON ENVIRONMENTAL CORP SHAMROCK CONSTR LLC SIENA CONSTRUCTION CORP SILVERBACK CONCRETE CONST C SITECON CORPORATION SKANSKA USA BLDG INC SKANSKA USA CIVIL NORTHEAST SMI DEMOLITION INC SOINI EROSION CONTROL SORDONI CONSTRUCTION SERVIC SOUTH SHORE PIPELINE SERV SOUTHCOAST CONCRETE INC SPS N E INC/WALSH CONSTR OF SPS NEW ENGLAND INC SPS-DW WHITE JV STANDARD BUILDERS INC STANLEY & SONS INC STARLITE BUILDING SERVICES STEBBINS ENG MFG CO STEELCO CHAIN LINK FENCE STONE & LIME IMPORTS INC STRUCTURE TONE INC SUBURBAN CONCRETE CUTTING C SULLIVAN & MERRITT CONST IN SULLIVAN & NAREY CONST CO SUNRISE ERECTORS INC SUPREME INDUSTRIES INC SUR CONSTRUCTION SERVICES C SWEENEY DRYWALL FINISHES CO SYNERGY CONTRACTING, INC T & M EQUIP CORP T C S INC T J MCCARTNEY INC TANGO CONSTRUCTION TAVARES LLC TC LABOR SERVICE INC TCT EQUIPMENT, LLC THE DOW COMPANY INC THE HDD COMPANY THE WATERPROOFING CO LLC THE WELCH CORP THUNDERBIRD CONSTRUCTION IN TIGHT LINE CONSTR INC TISHMAN CONTR CORP TOTAL MECHANICAL SERVICE CO TREVI ICOS CORP TRINITY BUILD & CONSTR MGMT TRIPLE J DRYWALL AND CARPEN TRI-STATE CONSTRUCTION LLC TURNER CONST CO U S DRYWALL INC ULTIMATE ABATEMENT CO INC UNIFIED CONST GROUP LLC UNIFIED CONTRACTING INC UNION INSTALLATIONS INC UNITED CIVIL INC UNITED LABOR RESOURCES LLC UNITED RENTALS INC UNITED SERVICE SPECIALISTS UNITED STONE & SITE INC UNITY CONSTRUCTION INC V&P EXCAVATION AND CONSTRUC VARANDAS & SONS CONSTRUCTIO VFB CONSTRUCTION INC W L FRENCH EXCAVATING CORP WALSH BROS INC WALSH CONST CO OF ILLINOIS WALSH CONTRACTING CORP WARNER BROS LLC WES CONSTRUCTION CORP WESTPORT CURBSETTERS INC WEXLER BUILDING CO INC WISE CONSTRUCTION CORP WM J KELLER & SONS CONST CO XQUISITE LANDSCAPING INC XTREME SHOTCRETE LLC YARDWORK CONSTRUCTION ZAPATA CONSTRUCTION INC ZHOU CONSTRUCTION SERVICES
SCHEDULE R - PART VII	CERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THEIR FILING ORGANIZATION OR ANY RELATED ORGANIZATION IN THEIR CAPACITY AS TRUSTEES OF THE FILING ORGANIZATION. CERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION, BUT DO RECEIVE COMPENSATION FROM A RELATED ORGANIZATION IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF THAT ORGANIZATION. ACCORDINGLY, THEIR COMPENSATION IS ALREADY REPORTED ON THE FORM 990 OF THE RELATED ORGANIZATION. PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS BUILD & CONSTR TRADES CNCL BUILDING WRECKERS LOCAL 142 LABORERS N E REGION ORGAN F LOCAL 133 LOCAL 138 LOCAL 151 LOCAL 175 LOCAL 22 LOCAL 223 LOCAL 243 LOCAL 327 LOCAL 385 LOCAL 39 LOCAL 429 LOCAL 473 LOCAL 560 LOCAL 596 LOCAL 609 LOCAL 610 LOCAL 721 LOCAL 876 LOCAL 88 LOCAL 976 LOCAL 999 MASS BLDG TRADES COUNCIL, A MASS LABORERS DIST COUNCIL MASS LABORERS UNIFIED TRST MASSACHUSETTS LABORERS' BEN N E LABORERS HLTH & SAFTY F N E LABRERS LABR MGT COR TR NEW ENG LAB TRAIN ACADEMY NEW ENG LAB TRAIN TRUST FUN WOODLAWN CEMETERY/LOCAL 380

Schedule R (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: THE PURPOSE OF THE PLAN IS TO PROVIDE LEGAL SERVICE BENEFITS TO ELIGIBLE PARTICIPANTS.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	8
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	8
5	Total number of individuals employed in calendar year 2025 (Part V, line 2a) ......	5	14
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	3,330,537	3,242,249
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	452,765	643,099
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	3,783,302	3,885,348
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	2,353,451	2,797,377
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	408,684	464,807
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	171,976	186,072
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	2,934,111	3,448,256
19	Revenue less expenses. Subtract line 18 from line 12.......	849,191	437,092
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	15,234,233	17,005,772
21	Total liabilities (Part X, line 26).............	444,906	480,441
22	Net assets or fund balances. Subtract line 21 from line 20.....	14,789,327	16,525,331

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	THE PURPOSE OF THE PLAN IS TO PROVIDE LEGAL SERVICE BENEFITS TO ELIGIBLE PARTICIPANTS.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	1,042,862	367,097	459,790

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

f	All other contributions, gifts, grants, and similar amounts not included above	1f

g	Noncash contributions included in lines 1a - 1f:$	1g

h Total. Add lines 1a-1f.......

		Business Code
2a	EMPLOYERS' CONTRIBUTIO	236200	3,242,249	3,242,249
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		3,242,249

3 Investment income (including dividends, interest, and othersimilar amounts) ......			502,715			502,715
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	230,625
b	Less: cost or other basis and sales expenses	7b	90,241
c	Gain or (loss)	7c	140,384
d	Net gain or (loss).........			140,384			140,384
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			3,885,348	3,242,249	0	643,099

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......	2,797,377
5	Compensation of current officers, directors, trustees, and key employees ...........	150,035
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	173,348
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	70,711
9	Other employee benefits .......	37,457
10	Payroll taxes ...........	33,256
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	26,000
c	Accounting ...........	34,000
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	15,600
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	16,793
12	Advertising and promotion ....
13	Office expenses .......	15,833
14	Information technology ......	21,080
15	Royalties ..
16	Occupancy ...........	36,035
17	Travel ............	5,098
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	5,617
23	Insurance ...	10,016
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a
b
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	3,448,256
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........				1
2	Savings and temporary cash investments .........			492,467	2	635,226
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			267,000	4	283,000
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			23,113	9	22,715
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	758,976
b	Less: accumulated depreciation	10b	568,967	191,748	10c	190,009
11	Investments—publicly traded securities .			14,080,741	11	15,781,404
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			179,164	15	93,418
16	Total assets. Add lines 1 through 15 (must equal line 33)...			15,234,233	16	17,005,772

17	Accounts payable and accrued expenses .....	94,854	17	147,717
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	350,052	25	332,724
26	Total liabilities. Add lines 17 through 25..	444,906	26	480,441

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....	0	29	0
30	Paid-in or capital surplus, or land, building or equipment fund ...	0	30	0
31	Retained earnings, endowment, accumulated income, or other funds	14,789,327	31	16,525,331
32	Total net assets or fund balances ...........	14,789,327	32	16,525,331
33	Total liabilities and net assets/fund balances ........	15,234,233	33	17,005,772