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Nonprofit · EIN 20-4391011

UNITIL UNION VOLUNTARY EMPLOYEE BENEFIT TRUST

Tax-exempt · HAMPTON, NH 03842

Financials

$4M$1.5M2023$3.4M$1.3M2024
Revenue Expenses · by fiscal year end
Financials of UNITIL UNION VOLUNTARY EMPLOYEE BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,354,741$1,307,933$2,046,808$24,088,884$0$24,088,884
December 31, 2023990$3,984,652$1,510,238$2,474,414$22,042,076$0$22,042,076
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$616,601
Investment income
$2,167,248
Net gain from sales of assets
$1,461,864
Other revenue
$570,892

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$1,220,201
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$731
Accounting fees
$8,126
Program services (functional)
$1,307,933

Balance sheet and other

Total assets, start of year
$22,042,076
Total assets, end of year
$24,088,884
Total liabilities, end of year
$0
Net assets, end of year
$24,088,884
Publicly traded securities
$24,056,860
Gross receipts
$6,354,415
Employees
0
Year formed
2004
State of legal domicile
NH

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 / weekCompensationFrom related orgs
SEI PRIVATE TRUST COMPANYINSTITUTIONA
Institutional trustee
5$62,562$21,439
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensationFrom related orgs
SEI PRIVATE TRUST COMPANYINSTITUTIONA
Institutional trustee
5$54,752$20,972

Address and contacts

Address (IRS master file)
6 LIBERTY LN W, HAMPTON, NH 03842-1720
In care of
% UNITIL CORPORATION
Principal officer (990 for 2024)
DANIEL HURSTAK, 6 LIBERTY LANE WEST, HAMPTON, NH 038421720
Signed the 990
DANIEL HURSTAK, CFO/TREASURER
Phone
(603) 773-6483
Return prepared by
CARON & BLETZER TS PLLC

Mission

TO FUND HEALTH AND WELFARE BENEFIT EXPENSES

990 for the year ended December 31, 2024

Program accomplishments

  • PAYMENT OF HEALTH AND WELFARE BENEFIT EXPENSES FOR UNITIL RETIREES, AS PERMITTED UNDER IRC SECTION 501(C)(9)
    Expenses $1,307,933 · revenue $3,354,741

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
20-4391011
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2006
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$24,088,884
Income (IRS master file)
$6,354,415

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,354,741$1,307,933$24,088,884XML
990December 2023$3,984,652$1,510,238$22,042,076XML
990December 2022$8,630,287$1,731,379$19,567,662IRS
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 20-4391011).

Questions about UNITIL UNION VOLUNTARY EMPLOYEE BENEFIT TRUST

What is the EIN of UNITIL UNION VOLUNTARY EMPLOYEE BENEFIT TRUST?
The employer identification number (EIN) of UNITIL UNION VOLUNTARY EMPLOYEE BENEFIT TRUST is 20-4391011.
Is UNITIL UNION VOLUNTARY EMPLOYEE BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2006.
Are donations to UNITIL UNION VOLUNTARY EMPLOYEE BENEFIT TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does UNITIL UNION VOLUNTARY EMPLOYEE BENEFIT 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 UNITIL UNION VOLUNTARY EMPLOYEE BENEFIT 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 UNITIL UNION VOLUNTARY EMPLOYEE BENEFIT 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 UNITIL UNION VOLUNTARY EMPLOYEE BENEFIT TRUST?
The 990 for the year ended December 31, 2024 names DANIEL HURSTAK.
Who are the officers and directors of UNITIL UNION VOLUNTARY EMPLOYEE BENEFIT TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $62,562 (SEI PRIVATE TRUST COMPANY, INSTITUTIONA).
How much revenue does UNITIL UNION VOLUNTARY EMPLOYEE BENEFIT TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,354,741, expenses of $1,307,933 and total assets of $24,088,884 at year end.

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