Nonprofit · EIN 04-7025783
FIDELITY WELFARE BENEFIT PLANS VEBA TRUST
Tax-exempt · WESTLAKE, TX 76262
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $42,707,725 | $31,852,765 | $10,854,960 | $953,642,959 | $12,376,895 | $941,266,064 |
| December 31, 2023 | 990 | $20,107,374 | $22,669,357 | -$2,561,983 | $894,505,364 | $7,309,188 | $887,196,176 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $335,751
- Investment income
- $42,413,943
- Net gain from sales of assets
- $25,390,482
- Other revenue
- -$41,969
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $19,987,030
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $894,505,364
- Total assets, end of year
- $953,642,959
- Total liabilities, end of year
- $12,376,895
- Net assets, end of year
- $941,266,064
- Publicly traded securities
- $939,623,718
- Gross unrelated business income
- $42,371,974
- Gross receipts
- $42,707,725
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2007
- 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 |
|---|---|---|---|
| ROGER STILES | TRUSTEE Trustee or director | 0.25 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROGER STILES | TRUSTEE Trustee or director | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- ONE DESTINY WAY - V7E, WESTLAKE, TX 76262-8103
- In care of
- % JULIE ROZEN
- Principal officer (990 for 2024)
- TONYA DOUGLAS, ONE DESTINY WAY - V7E, WESTLAKE, TX 76262
- Signed the 990
- TONYA DOUGLAS, TRUSTEE
- Phone
- (617) 563-1428
- Return prepared by
- PwC US Tax LLP
Mission
HEALTH BENEFITS FOR RETIRED EMPLOYEES.
Program accomplishments
- HEALTH BENEFITS FOR RETIRED EMPLOYEES.Expenses $19,987,030 · revenue $335,751
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
- 04-7025783
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y20)
- Assets (IRS master file)
- $953,642,959
- Income (IRS master file)
- $42,707,725
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $42,707,725 | $31,852,765 | $953,642,959 | XML |
| 990 | December 2023 | $20,107,374 | $22,669,357 | $894,505,364 | XML |
| 990 | December 2022 | $156,797,025 | $19,202,016 | $846,203,164 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 04-7025783).
Questions about FIDELITY WELFARE BENEFIT PLANS VEBA TRUST
- What is the EIN of FIDELITY WELFARE BENEFIT PLANS VEBA TRUST?
- The employer identification number (EIN) of FIDELITY WELFARE BENEFIT PLANS VEBA TRUST is 04-7025783.
- Is FIDELITY WELFARE BENEFIT PLANS VEBA TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2009.
- Are donations to FIDELITY WELFARE BENEFIT PLANS VEBA TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does FIDELITY WELFARE BENEFIT PLANS VEBA TRUST 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 FIDELITY WELFARE BENEFIT PLANS VEBA TRUST 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 FIDELITY WELFARE BENEFIT PLANS VEBA TRUST 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 FIDELITY WELFARE BENEFIT PLANS VEBA TRUST?
- The 990 for the year ended December 31, 2024 names TONYA DOUGLAS.
- Who are the officers and directors of FIDELITY WELFARE BENEFIT PLANS VEBA TRUST?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does FIDELITY WELFARE BENEFIT PLANS VEBA TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $42,707,725, expenses of $31,852,765 and total assets of $953,642,959 at year end.
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