Nonprofit · EIN 13-7072894
CARL ZEISS INC HEALTH & WELFARE VEBA PLAN TRUST
Tax-exempt · PITTSBURGH, PA 15253
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-EZ | $3,115 | $0 | $3,115 | $68,242 | $0 | $68,242 |
| September 30, 2024 | 990-EZ | $3,447 | $0 | $3,447 | $65,127 | $0 | $65,127 |
| September 30, 2023 | 990-EZ | $2,687 | $0 | $2,687 | $61,680 | $0 | $61,680 |
Financial details: 990-EZ for the year ended September 30, 2025
Revenue
- Investment income
- $3,115
Expenses
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
Balance sheet and other
- Total assets, start of year
- $65,127
- Total assets, end of year
- $68,242
- Total liabilities, end of year
- $0
- Net assets, end of year
- $68,242
- Cash, savings and investments
- $68,242
- Gross receipts
- $3,115
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-EZ for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE BANK OF NEW YORK MELLON | TRUSTEE (SEE SCHEDULE O) | 0 | $0 |
990-EZ for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE BANK OF NEW YORK MELLON | TRUSTEE (SEE SCHEDULE O) | 0 | $0 |
990-EZ for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE BANK OF NEW YORK MELLON | TRUSTEE (SEE SCHEDULE O) | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 535007, PITTSBURGH, PA 15253-5007
- In care of
- % THE BANK OF NEW YORK MELLON
- Signed the 990-EZ
- Shelly Paletta, SVP, BNYM, Trustee
- Phone
- (412) 234-2242
- Return prepared by
- ERNST & YOUNG US LLP
Mission
PROVIDE BENEFITS TO ELIGIBLE MEMBERS.
Program accomplishments
- PROVIDE BENEFITS TO ELIGIBLE MEMBERS.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-EZ on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-EZ on file |
IRS record
- EIN
- 13-7072894
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1997
- Accounting year ends
- September
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $68,242
- Income (IRS master file)
- $3,115
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | September 2025 | $3,115 | $0 | $68,242 | XML |
| 990-EZ | September 2024 | $3,447 | $0 | $65,127 | XML |
| 990-EZ | September 2023 | $2,687 | $0 | $61,680 | XML |
| 990-EZ | September 2022 | – | – | – | IRS |
| 990-EZ | September 2021 | – | – | – | IRS |
| 990-EZ | September 2020 | – | – | – | IRS |
| 990 | September 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 13-7072894).
Questions about CARL ZEISS INC HEALTH & WELFARE VEBA PLAN TRUST
- What is the EIN of CARL ZEISS INC HEALTH & WELFARE VEBA PLAN TRUST?
- The employer identification number (EIN) of CARL ZEISS INC HEALTH & WELFARE VEBA PLAN TRUST is 13-7072894.
- Is CARL ZEISS INC HEALTH & WELFARE VEBA PLAN TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1997.
- Are donations to CARL ZEISS INC HEALTH & WELFARE VEBA PLAN TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CARL ZEISS INC HEALTH & WELFARE VEBA PLAN TRUST file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of CARL ZEISS INC HEALTH & WELFARE VEBA PLAN TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARL ZEISS INC HEALTH & WELFARE VEBA PLAN TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended September 2025.
- Who are the officers and directors of CARL ZEISS INC HEALTH & WELFARE VEBA PLAN TRUST?
- The 990-EZ for the year ended September 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does CARL ZEISS INC HEALTH & WELFARE VEBA PLAN TRUST have?
- On its 990-EZ for the year ended September 30, 2025 it reported revenue of $3,115, expenses of $0 and total assets of $68,242 at year end.
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