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Nonprofit · EIN 22-3463687

AT&T POSTRETIREMENT LIFE INS BENEFITS TR

Tax-exempt · DALLAS, TX 75202

Financials

$11.3M$19M2023$13.1M$18.1M2024
Revenue Expenses · by fiscal year end
Financials of AT&T POSTRETIREMENT LIFE INS BENEFITS TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$13,057,878$18,063,312-$5,005,434$67,886,433$0$67,886,433
December 31, 2023990$11,313,057$18,965,767-$7,652,710$72,891,867$0$72,891,867
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$13,057,878
Net gain from sales of assets
$13,054,177
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$17,597,905
Compensation of officers, directors and key employees
$16,250
Salaries, compensation and benefits (total)
$16,250
Professional fundraising fees
$0
Accounting fees
$28,792

Balance sheet and other

Total assets, start of year
$72,891,867
Total assets, end of year
$67,886,433
Total liabilities, end of year
$0
Net assets, end of year
$67,886,433
Publicly traded securities
$67,812,758
Gross receipts
$22,812,293
Employees
0
Volunteers
0
Year formed
1996
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.

NameTitleHours / weekCompensation
MELLON TRUST OF NEW ENGLANDTRUSTEE
Institutional trustee
40$16,250
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
MELLON TRUST OF NEW ENGLANDTRUSTEE
Institutional trustee
40$13,750

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 POST RETIREMENT LIFE INSURANCE BENEFIT EXPENSES OF RETIRED EMPLOYEES FOR AT&T, INC. AND ITS SUBSIDIARIES.

990 for the year ended December 31, 2024

Program accomplishments

  • PAYMENT OF POST RETIREMENT LIFE INSURANCE BENEFIT EXPENSES OF RETIRED EMPLOYEES FOR AT&T, INC. AND ITS SUBSIDIARIES, AS PERMITTED UNDER IRC 501(C)(9).
    Expenses $17,597,905

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
22-3463687
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1998
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$67,886,433
Income (IRS master file)
$22,812,293

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$13,057,878$18,063,312$67,886,433XML
990December 2023$11,313,057$18,965,767$72,891,867XML
990December 2022$19,185,988$26,280,321$80,544,577IRS
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 22-3463687).

Questions about AT&T POSTRETIREMENT LIFE INS BENEFITS TR

What is the EIN of AT&T POSTRETIREMENT LIFE INS BENEFITS TR?
The employer identification number (EIN) of AT&T POSTRETIREMENT LIFE INS BENEFITS TR is 22-3463687.
Is AT&T POSTRETIREMENT LIFE INS BENEFITS TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1998.
Are donations to AT&T POSTRETIREMENT LIFE INS BENEFITS TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does AT&T POSTRETIREMENT LIFE INS BENEFITS TR 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 AT&T POSTRETIREMENT LIFE INS BENEFITS TR 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 AT&T POSTRETIREMENT LIFE INS BENEFITS TR 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 AT&T POSTRETIREMENT LIFE INS BENEFITS TR?
The 990 for the year ended December 31, 2024 names INGRID BERNER.
Who are the officers and directors of AT&T POSTRETIREMENT LIFE INS BENEFITS TR?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $16,250 (MELLON TRUST OF NEW ENGLAND, TRUSTEE).
How much revenue does AT&T POSTRETIREMENT LIFE INS BENEFITS TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $13,057,878, expenses of $18,063,312 and total assets of $67,886,433 at year end.

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