Nonprofit · EIN 06-1094792
BRONXVILLE PUBLIC SCHOOL EMPLOYEES BENEFIT TRUST FUND
Tax-exempt · BRONXVILLE, NY 10708
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $538,943 | $531,908 | $7,035 | $580,077 | $194,278 | $385,799 |
| June 30, 2024 | 990 (amended) | $574,413 | $509,665 | $64,748 | $481,424 | $102,660 | $378,764 |
| June 30, 2023 | 990 | $533,393 | $569,258 | -$35,865 | $358,733 | $44,717 | $314,016 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $525,881
- Investment income
- $13,062
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $464,984
- Compensation of officers, directors and key employees
- $12,780
- Salaries, compensation and benefits (total)
- $12,780
- Professional fundraising fees
- $0
- Legal fees
- $4,592
- Accounting fees
- $6,505
Balance sheet and other
- Total assets, start of year
- $481,424
- Total assets, end of year
- $580,077
- Total liabilities, end of year
- $194,278
- Net assets, end of year
- $385,799
- Publicly traded securities
- $316,957
- Gross receipts
- $538,943
- Employees
- 0
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Katz | Chairperson Trustee or director, Officer | 1 | $6,000 |
| Jean Windels | Treasurer Trustee or director, Officer | 1 | $3,000 |
| Frank Viggiani | Trustee Trustee or director | 0.5 | $480 |
| Dawn Hartson | Trustee Trustee or director | 0.5 | $480 |
| Sharon Slote | Trustee Trustee or director | 0.5 | $360 |
| Joe Mercora | Trustee Trustee or director | 0.5 | $240 |
| Brian Senior | Trustee Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Katz | Chairperson Trustee or director, Officer | 1 | $6,000 |
| Jean Windels | Treasurer Trustee or director, Officer | 1 | $3,000 |
| Frank Viggiani | Trustee Trustee or director | 0.5 | $0 |
| Dawn Hartson | Trustee Trustee or director | 0.5 | $0 |
| Beth Agarbi | Trustee Trustee or director | 0.5 | $0 |
| Sharon Slote | Trustee Trustee or director | 0.5 | $0 |
| Joe Mercora | Trustee Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID KATZ | CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| JEAN WINDELS | TREASURER Trustee or director, Officer | 1 | $0 |
| FRANK VIGGIANI | TRUSTEE Trustee or director | 0.5 | $0 |
| DAWN HARTSON | TRUSTEE Trustee or director | 0.5 | $0 |
| BETH AGARABI | TRUSTEE Trustee or director | 0.5 | $0 |
| SHARON SLOTE | TRUSTEE Trustee or director | 0.5 | $0 |
| JOE MERCORA | TRUSTEE Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 177 PONDFIELD RD, BRONXVILLE, NY 10708-4829
- In care of
- % SELF INSURED ADM
- Principal officer (990 for 2024)
- DAVID KATZ
- Signed the 990
- David Katz, Chairperson
- Return prepared by
- Gould Kobrick & Schlapp PC
Mission
TO PROVIDE SUPPLEMENTAL BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY A COLLECTIVEBARGAINING AGREEMENT.
Program accomplishments
- PROVIDED SUPPLEMENTAL BENEFITS TO ELIGIBLE PARTICIPANTS.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 06-1094792
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1990
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $580,077
- Income (IRS master file)
- $538,943
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $538,943 | $531,908 | $580,077 | IRS |
| 990 | June 2024 | $626,202 | $504,552 | $559,671 | IRS |
| 990 | June 2023 | $533,393 | $569,258 | $358,733 | XML |
| 990 | June 2022 | $546,024 | $505,368 | $404,642 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 06-1094792).
Questions about BRONXVILLE PUBLIC SCHOOL EMPLOYEES BENEFIT TRUST FUND
- What is the EIN of BRONXVILLE PUBLIC SCHOOL EMPLOYEES BENEFIT TRUST FUND?
- The employer identification number (EIN) of BRONXVILLE PUBLIC SCHOOL EMPLOYEES BENEFIT TRUST FUND is 06-1094792.
- Is BRONXVILLE PUBLIC SCHOOL EMPLOYEES BENEFIT TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1990.
- Are donations to BRONXVILLE PUBLIC SCHOOL EMPLOYEES BENEFIT TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BRONXVILLE PUBLIC SCHOOL EMPLOYEES BENEFIT TRUST FUND 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 BRONXVILLE PUBLIC SCHOOL EMPLOYEES BENEFIT TRUST FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BRONXVILLE PUBLIC SCHOOL EMPLOYEES BENEFIT TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BRONXVILLE PUBLIC SCHOOL EMPLOYEES BENEFIT TRUST FUND?
- The 990 for the year ended June 30, 2025 names DAVID KATZ.
- Who are the officers and directors of BRONXVILLE PUBLIC SCHOOL EMPLOYEES BENEFIT TRUST FUND?
- The 990 for the year ended June 30, 2025 lists 7 people; 6 received compensation from the organization, the highest $6,000 (David Katz, Chairperson).
- How much revenue does BRONXVILLE PUBLIC SCHOOL EMPLOYEES BENEFIT TRUST FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $538,943, expenses of $531,908 and total assets of $580,077 at year end.
Other nonprofits in BRONXVILLE
- SARAH LAWRENCE COLLEGE EIN 23-7223216 · last filed 990 for 2025
- SIWANOY COUNTRY CLUB EIN 13-1731831 · last filed 990 for 2024
- NORTHEASTERN LINE CONSTRUCTORS CHAPTER NATIONAL ELECTRICAL CONTRA EIN 22-1656762 · last filed 990 for 2025
- JAY R PAUL CHARITABLE FOUNDATION EIN 20-8119490 · last filed 990-PF for 2024
- DE MARTINI FAM FOUNDATION TR EIN 94-6781245 · last filed 990-PF for 2025
- PALMS FOR LIFE FUND INC EIN 16-1760622 · last filed 990 for 2024
- PLAY STUDY WIN INC EIN 26-1486500 · last filed 990 for 2025
- BRONXVILLE MONTESSORI SCHOOL EIN 13-2909897 · last filed 990 for 2025