Nonprofit · EIN 04-6906460
BELLSOUTH CORPORATION RFA VEBA TR FOR NON-REPRESENTABLE EMPLOYEES
Tax-exempt · DALLAS, TX 75202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | -$804,678 | $6,610,000 | -$7,414,678 | $1,495,029 | $0 | $1,495,029 |
| December 31, 2023 | 990 | $1,153,550 | $15,205,339 | -$14,051,789 | $7,764,284 | $0 | $7,764,284 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- -$804,678
- Net gain from sales of assets
- -$866,656
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $6,561,927
- Compensation of officers, directors and key employees
- $38,149
- Salaries, compensation and benefits (total)
- $38,149
- Professional fundraising fees
- $0
- Accounting fees
- $66
Balance sheet and other
- Total assets, start of year
- $7,764,284
- Total assets, end of year
- $1,495,029
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,495,029
- Publicly traded securities
- $624,962
- Gross receipts
- $61,978
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2000
- State of legal domicile
- TX
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON | TRUSTEE Institutional trustee | 40 | $38,149 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON | TRUSTEE Institutional trustee | 40 | $32,258 |
Address and contacts
- Address (IRS master file)
- 208 S AKARD STREET ROOM 1825, DALLAS, TX 75202-4206
- In care of
- % AT&T INC
- Principal officer (990 for 2024)
- INGRID BERNER, 208 S AKARD STREET ROOM 1825, DALLAS, TX 75202
- Signed the 990
- INGRID BERNER, SENIOR VP-TAX
- Phone
- (214) 486-8949
- Return prepared by
- PwC US Tax LLP
Mission
PAYMENT OF LIFE INSURANCE AND MEDICAL BENEFIT EXPENSES FOR AT&T, INC. RETIREES AND THEIR DEPENDENTS.
Program accomplishments
- PAYMENT OF LIFE INSURANCE AND MEDICAL BENEFIT EXPENSES FOR AT&T, INC. RETIREES AND THEIR DEPENDENTS AS PERMITTED UNDER IRC 501(C)(9).Expenses $6,561,927
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-6906460
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $1,495,029
- Income (IRS master file)
- $61,978
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | -$804,678 | $6,610,000 | $1,495,029 | XML |
| 990 | December 2023 | $1,153,550 | $15,205,339 | $7,764,284 | XML |
| 990 | December 2022 | $10,534 | $85,313 | $27,230,183 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 04-6906460).
Questions about BELLSOUTH CORPORATION RFA VEBA TR FOR NON-REPRESENTABLE EMPLOYEES
- What is the EIN of BELLSOUTH CORPORATION RFA VEBA TR FOR NON-REPRESENTABLE EMPLOYEES?
- The employer identification number (EIN) of BELLSOUTH CORPORATION RFA VEBA TR FOR NON-REPRESENTABLE EMPLOYEES is 04-6906460.
- Is BELLSOUTH CORPORATION RFA VEBA TR FOR NON-REPRESENTABLE EMPLOYEES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2001.
- Are donations to BELLSOUTH CORPORATION RFA VEBA TR FOR NON-REPRESENTABLE EMPLOYEES tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BELLSOUTH CORPORATION RFA VEBA TR FOR NON-REPRESENTABLE EMPLOYEES 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 BELLSOUTH CORPORATION RFA VEBA TR FOR NON-REPRESENTABLE EMPLOYEES 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 BELLSOUTH CORPORATION RFA VEBA TR FOR NON-REPRESENTABLE EMPLOYEES 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 BELLSOUTH CORPORATION RFA VEBA TR FOR NON-REPRESENTABLE EMPLOYEES?
- The 990 for the year ended December 31, 2024 names INGRID BERNER.
- Who are the officers and directors of BELLSOUTH CORPORATION RFA VEBA TR FOR NON-REPRESENTABLE EMPLOYEES?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $38,149 (BNY MELLON, TRUSTEE).
- How much revenue does BELLSOUTH CORPORATION RFA VEBA TR FOR NON-REPRESENTABLE EMPLOYEES have?
- On its 990 for the year ended December 31, 2024 it reported revenue of -$804,678, expenses of $6,610,000 and total assets of $1,495,029 at year end.
Other nonprofits in DALLAS
- BANKAMERICA GROUP BENEFITS PROGRAM TR EIN 95-7055654 · last filed 990 for 2024
- BAYLOR HEALTH CARE SYSTEMS EMPLOYEE WELFARE BENEFIT TRUST EIN 75-1848557 · last filed 990 for 2024
- BANK OF AMERCIA RETIREE GROUP BENEFITS PROGRAM EIN 30-6599079 · last filed 990 for 2024
- AT&T CORP MANAGEMENT & NONREPRESENT EMPLOYEES POSTRETIREMENT WELFARE EIN 10-0001927 · last filed 990 for 2024
- BANK OF AMERICA SHORT-TERM DISABILITY PLAN TRUST EIN 30-6454119 · last filed 990 for 2024
- MELWOOD HC FRINGE BENEFIT TR EIN 46-7095189 · last filed 990 for 2025
- PALMETTO GOODWILL SERVICES HEALTH AND WELFARE TRUST EIN 26-0002371 · last filed 990 for 2024
- ARCTIC SLOPE REGIONAL CORPORATION EMPLOYEE BENEFIT TRUST EIN 45-6194615 · last filed 990 for 2025
All nonprofits in DALLAS · Texas · Mutual and membership benefit