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Nonprofit · EIN 25-1689898

PENN ALLEGH UNFUNDED PENSION AND WELFARE BENEFIT TRUST

Tax-exempt · CHESWICK, PA 15024

Financials

$265K$274K2023$228K$246K2024
Revenue Expenses · by fiscal year end
Financials of PENN ALLEGH UNFUNDED PENSION AND WELFARE BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$227,900$245,583-$17,683$7,424$7,424$0
December 31, 2023990$265,000$274,334-$9,334$25,107$25,107$0
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$227,900
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$243,327
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$2,109
Program services (functional)
$245,583

Balance sheet and other

Total assets, start of year
$25,107
Total assets, end of year
$7,424
Total liabilities, end of year
$7,424
Net assets, end of year
$0
Gross receipts
$227,900
Employees
0
Volunteers
0
Year formed
1992
State of legal domicile
PA

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
DAVID TESONEDIRECTOR
Trustee or director, Officer
1$0
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JONI L NORTONSECRETARY
Trustee or director, Officer
2$0
ANTHONY TESONEDIRECTOR
Trustee or director, Officer
1$0
DAVID TESONEDIRECTOR
Trustee or director
1$0
CHERYL TESONEDIRECTOR
Officer
1$0

Address and contacts

Address (IRS master file)
PO BOX 250, CHESWICK, PA 15024-0250
In care of
% PENN ALLEGH COAL CO
Principal officer (990 for 2024)
DAVID TESONE, PO BOX 250, CHESWICK, PA 15024
Signed the 990
DAVID TESONE, DIRECTOR
Phone
(412) 638-2400
Return prepared by
LALLY & CO LLC

Mission

TO PROVIDE HEALTH INSURANCE AND MEDICAL EXPENSES FOR RETIRED MINERS.

990 for the year ended December 31, 2024

Program accomplishments

  • THE TRUST PAID HEALTH INSURANCE PREMIUMS AND DIRECT MEDICAL COSTS FOR RETIRED MINERS, ORPHANS, AND DEPENDENTS IN ACCORDANCE WITH FEDERAL STATUTES.
    Expenses $245,583

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
25-1689898
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1993
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$7,424
Income (IRS master file)
$227,900

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$227,900$245,583$7,424IRS
990December 2023$265,000$274,334$25,107XML
990December 2022$270,000$290,181$34,441IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––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 25-1689898).

Questions about PENN ALLEGH UNFUNDED PENSION AND WELFARE BENEFIT TRUST

What is the EIN of PENN ALLEGH UNFUNDED PENSION AND WELFARE BENEFIT TRUST?
The employer identification number (EIN) of PENN ALLEGH UNFUNDED PENSION AND WELFARE BENEFIT TRUST is 25-1689898.
Is PENN ALLEGH UNFUNDED PENSION AND WELFARE BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1993.
Are donations to PENN ALLEGH UNFUNDED PENSION AND WELFARE BENEFIT TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PENN ALLEGH UNFUNDED PENSION AND WELFARE 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 PENN ALLEGH UNFUNDED PENSION AND WELFARE 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 PENN ALLEGH UNFUNDED PENSION AND WELFARE 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 PENN ALLEGH UNFUNDED PENSION AND WELFARE BENEFIT TRUST?
The 990 for the year ended December 31, 2024 names DAVID TESONE.
Who are the officers and directors of PENN ALLEGH UNFUNDED PENSION AND WELFARE BENEFIT TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does PENN ALLEGH UNFUNDED PENSION AND WELFARE BENEFIT TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $227,900, expenses of $245,583 and total assets of $7,424 at year end.

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