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Nonprofit · EIN 26-6885036

IBEW LOCAL 1377 ELIGIBLE FORD RETIREES VEBA TR

Also known as DALE KOESEL TTEE

Tax-exempt · BRUNSWICK, OH 44212

Financials

$1.2M$1.5M2023$1.4M$2M2024$1.4M$1.6M2025
Revenue Expenses · by fiscal year end
Financials of IBEW LOCAL 1377 ELIGIBLE FORD RETIREES VEBA TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$1,430,134$1,610,919-$180,785$38,417,228$276,000$38,141,228
December 31, 2024990$1,395,135$2,008,023-$612,888$36,929,555$559,000$36,370,555
December 31, 2023990$1,223,854$1,482,840-$258,986$35,324,666$52,000$35,272,666
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$186,615
Investment income
$1,243,519
Net gain from sales of assets
-$54,388
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$1,221,329
Compensation of officers, directors and key employees
$6,000
Salaries, compensation and benefits (total)
$6,000
Professional fundraising fees
$0
Accounting fees
$29,600
Program services (functional)
$1,581,319
Management and general (functional)
$29,600

Balance sheet and other

Total assets, start of year
$36,929,555
Total assets, end of year
$38,417,228
Total liabilities, end of year
$276,000
Net assets, end of year
$38,141,228
Publicly traded securities
$37,890,945
Gross receipts
$3,152,842
Employees
0
Volunteers
7
Year formed
2009
State of legal domicile
OH

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
MARK HULLMANCOMMITTEE
Trustee or director
2$3,000
DAVID OLDHAMCOMMITTEE
Trustee or director
2$3,000
DENNIS HOERTCOMMITTEE
Trustee or director
2$0
JAMES MARTIN JINDRATRUSTEE
Trustee or director
2$0
DALE KOESELTRUSTEE
Trustee or director
2$0
JAMES KRAVECTRUSTEE/PLAN
Trustee or director
2$0
EDWARD SHOLTISTRUSTEE
Trustee or director
2$0
990 for the year ended December 31, 2024: 7 people
NameTitleHours / weekCompensation
MARK HULLMANCOMMITTEE
Trustee or director
2$4,500
DAVID OLDHAMCOMMITTEE
Trustee or director
2$4,500
DENNIS HOERTCOMMITTEE
Trustee or director
2$0
JAMES MARTIN JINDRATRUSTEE
Trustee or director
2$0
DALE KOESELTRUSTEE
Trustee or director
2$0
JAMES KRAVECTRUSTEE/PLAN
Trustee or director
2$0
EDWARD SHOLTISTRUSTEE
Trustee or director
2$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
MARK HULLMANCOMMITTEE
Trustee or director
2$2,100
DAVID OLDHAMCOMMITTEE
Trustee or director
2$2,100
DENNIS HOERTCOMMITTEE
Trustee or director
2$0
JAMES MARTIN JINDRATRUSTEE
Trustee or director
2$0
DALE KOESELTRUSTEE
Trustee or director
2$0
JAMES KRAVECTRUSTEE/PLAN
Trustee or director
2$0
EDWARD SHOLTISTRUSTEE
Trustee or director
2$0

Address and contacts

Address (IRS master file)
3955 CENTER RD UNIT 65, BRUNSWICK, OH 44212-7903
In care of
% DALE KOESEL ET AL
Principal officer (990 for 2025)
JAMES KRAVEC, 3955 CENTER ROAD MAIL BOX 65, BRUNSWICK, OH 44212
Signed the 990
JAMES KRAVEC, TRUSTEE/PLAN ADM.
Phone
(216) 410-1685
Return prepared by
LPFG LLC

Mission

THE FUND PROVIDES CERTAIN HEALTH INSURANCE PREMIUMS, VISION, DENTAL, PRESCRIPTION DRUG, AND HEALTH BENEFIT CLAIM PAYMENTS TO ELIGIBLE MEMBERS OF THE IBEW LOCAL UNION 1377.

990 for the year ended December 31, 2025

Program accomplishments

  • THE FUND PROVIDES CERTAIN HEALTH INSURANCE PREMIUMS, VISION, DENTAL, PRESCRIPTION DRUG, AND HEALTH BENEFIT CLAIM PAYMENTS TO ELIGIBLE MEMBERS OF THE IBEW LOCAL UNION 1377.
    Expenses $1,581,319 · revenue $186,615

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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
26-6885036
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2009
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$38,417,228
Income (IRS master file)
$3,152,842

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$1,430,134$1,610,919$38,417,228XML
990December 2024$1,395,135$2,008,023$36,929,555XML
990December 2023$1,223,854$1,482,840$35,324,666XML
990December 2022$1,324,934$1,834,574$33,952,176IRS
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 26-6885036).

Questions about IBEW LOCAL 1377 ELIGIBLE FORD RETIREES VEBA TR

What is the EIN of IBEW LOCAL 1377 ELIGIBLE FORD RETIREES VEBA TR?
The employer identification number (EIN) of IBEW LOCAL 1377 ELIGIBLE FORD RETIREES VEBA TR is 26-6885036.
Is IBEW LOCAL 1377 ELIGIBLE FORD RETIREES VEBA TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2009.
Are donations to IBEW LOCAL 1377 ELIGIBLE FORD RETIREES VEBA TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does IBEW LOCAL 1377 ELIGIBLE FORD RETIREES VEBA 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 IBEW LOCAL 1377 ELIGIBLE FORD RETIREES VEBA TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did IBEW LOCAL 1377 ELIGIBLE FORD RETIREES VEBA TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of IBEW LOCAL 1377 ELIGIBLE FORD RETIREES VEBA TR?
The 990 for the year ended December 31, 2025 names JAMES KRAVEC.
Who are the officers and directors of IBEW LOCAL 1377 ELIGIBLE FORD RETIREES VEBA TR?
The 990 for the year ended December 31, 2025 lists 7 people; 2 received compensation from the organization, the highest $3,000 (MARK HULLMAN, COMMITTEE).
How much revenue does IBEW LOCAL 1377 ELIGIBLE FORD RETIREES VEBA TR have?
On its 990 for the year ended December 31, 2025 it reported revenue of $1,430,134, expenses of $1,610,919 and total assets of $38,417,228 at year end.

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