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Nonprofit · EIN 04-3281218

WATERS CORPORATION EMPLOYEES WELFARE BENEFITS TR

Also known as BERTHIAUME DOUGLAS A ET AL TTEES

Tax-exempt · MILFORD, MA 01757

Financials

$2.6M$1.9M2023$2.4M$2M2024
Revenue Expenses · by fiscal year end
Financials of WATERS CORPORATION EMPLOYEES WELFARE BENEFITS TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$2,351,416$1,981,617$369,799$19,822,782$596,237$19,226,545
December 31, 2023990$2,635,229$1,876,912$758,317$18,184,796$456,039$17,728,757
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,710,765
Investment income
$640,651
Net gain from sales of assets
$179,420
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$1,798,763
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$18,184,796
Total assets, end of year
$19,822,782
Total liabilities, end of year
$596,237
Net assets, end of year
$19,226,545
Publicly traded securities
$19,779,990
Gross receipts
$12,541,862
Employees
0
Volunteers
0
Year formed
1995
State of legal domicile
MA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICATRUSTEE
Institutional trustee
0$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICATRUSTEE
Institutional trustee
0$0

Address and contacts

Address (IRS master file)
34 MAPLE ST, MILFORD, MA 01757-3604
In care of
% BANK OF AMERICA
Principal officer (990 for 2024)
JILL BROWN, 34 MAPLE STREET, MILFORD, MA 01757
Signed the 990
ROBERT HUBER, VP OF BOA AS TRUSTEE
Phone
(508) 482-2200
Return prepared by
GRANT THORNTON ADVISORS LLC

Mission

PROVIDING PERMISSIBLE HEALTH AND WELFARE BENEFITS UNDER CODE SECTION 501(C)(9) PAYABLE FROM THE VEBA TRUST TO ITS ELIGIBLE RETIREES UNDER THE WATERS HEALTH CARE REIMBURSEMENT PLAN FOR RETIREES.

990 for the year ended December 31, 2024

Program accomplishments

  • WATERS CORPORATION ESTABLISHED THE VEBA TRUST FOR THE PRIMARY EXEMPT PURPOSE OF PROVIDING PERMISSIBLE HEALTH AND WELFARE BENEFITS UNDER CODE SECTION 501(C)(9) PAYABLE FROM THE VEBA TRUST TO ITS ELIGIBLE RETIREES UNDER THE WATERS HEALTH CARE REIMBURSEMENT PLAN FOR RETIREES.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
04-3281218
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1995
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$19,822,782
Income (IRS master file)
$12,541,862

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$2,351,416$1,981,617$19,822,782XML
990December 2023$2,635,229$1,876,912$18,184,796XML
990December 2022$1,973,977$1,450,037$15,723,563IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3281218).

Questions about WATERS CORPORATION EMPLOYEES WELFARE BENEFITS TR

What is the EIN of WATERS CORPORATION EMPLOYEES WELFARE BENEFITS TR?
The employer identification number (EIN) of WATERS CORPORATION EMPLOYEES WELFARE BENEFITS TR is 04-3281218.
Is WATERS CORPORATION EMPLOYEES WELFARE BENEFITS TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1995.
Are donations to WATERS CORPORATION EMPLOYEES WELFARE BENEFITS TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does WATERS CORPORATION EMPLOYEES WELFARE BENEFITS TR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of WATERS CORPORATION EMPLOYEES WELFARE BENEFITS TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WATERS CORPORATION EMPLOYEES WELFARE BENEFITS TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of WATERS CORPORATION EMPLOYEES WELFARE BENEFITS TR?
The 990 for the year ended December 31, 2024 names JILL BROWN.
Who are the officers and directors of WATERS CORPORATION EMPLOYEES WELFARE BENEFITS TR?
The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does WATERS CORPORATION EMPLOYEES WELFARE BENEFITS TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $2,351,416, expenses of $1,981,617 and total assets of $19,822,782 at year end.

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