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Nonprofit · EIN 31-1627246

WHITE CASTLE SYSTEM INC WELFARE BENEFIT DIRECT REIMBURSEMENT TRUST

Also known as RUSSELL J MEYER TTEE

Tax-exempt · COLUMBUS, OH 43215

Financials

$1.4M$1.3M2023$1.3M$1.3M2024
Revenue Expenses · by fiscal year end
Financials of WHITE CASTLE SYSTEM INC WELFARE BENEFIT DIRECT REIMBURSEMENT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,332,735$1,324,776$7,959$120,956$0$120,956
December 31, 2023990$1,360,057$1,320,987$39,070$112,997$0$112,997
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,332,735
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$1,324,776
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$1,324,776

Balance sheet and other

Total assets, start of year
$112,997
Total assets, end of year
$120,956
Total liabilities, end of year
$0
Net assets, end of year
$120,956
Gross receipts
$1,332,735
Employees
0
Volunteers
0
Year formed
2001
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, 2024, highest compensation first.

NameTitleHours / weekCompensation
R ANTHONY JOSEPHDIRECTOR
Trustee or director
1$0
JOHN F KELLEY IIIDIRECTOR
Trustee or director
1$0
ROBERT C LILIENSTERNDIRECTOR
Trustee or director
1$0
NINA C MARATTODIRECTOR
Trustee or director
1$0
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
R ANTHONY JOSEPHDIRECTOR
Trustee or director
1$0
JOHN F KELLEY IIIDIRECTOR
Trustee or director
1$0
ROBERT C LILIENSTERNDIRECTOR
Trustee or director
1$0
NINA C MARATTODIRECTOR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
555 EDGAR WALDO WAY, COLUMBUS, OH 43215-3070
In care of
% NINA MARATTO
Principal officer (990 for 2024)
NINA MARATTO, PO BOX 1498 555 EDGAR WALDO WAY, COLUMBUS, OH 43215
Signed the 990
NINA MARATTO, SR. DIRECTOR OF BENEFITS & ORG. DEV
Phone
(614) 228-5781
Return prepared by
GBQ PARTNERS LLC

Mission

HOLD PARTICIPANT AND SPONSOR CONTRIBUTIONS TO REIMBURSE ACTIVE PARTICIPANTS OF THE WHITE CASTLE SYSTEM, INC. WELFARE BENEFITS DIRECT REIMBURSEMENT PLAN FOR DENTAL AND VISION EXPENSES, AND TO PROVIDE MEDICARE REIMBURSEMENTS TO ELIGIBLE RETIREES.

990 for the year ended December 31, 2024

Program accomplishments

  • REIMBURSE $1,324,776 TO PARTICIPANTS OF THE WHITE CASTLE SYSTEM, INC. WELFARE BENEFIT DRECT REIMBURSEMENT PLAN FOR DENTAL AND VISION EXPENSES AND PROVIDE MEDICARE REIMBURSEMENTS.
    Expenses $1,324,776

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
31-1627246
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2001
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$120,956
Income (IRS master file)
$1,332,735

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,332,735$1,324,776$120,956XML
990December 2023$1,360,057$1,320,987$112,997XML
990December 2022$1,474,067$1,415,123$73,927IRS
990December 2021–––IRS
990December 2020–––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 31-1627246).

Questions about WHITE CASTLE SYSTEM INC WELFARE BENEFIT DIRECT REIMBURSEMENT TRUST

What is the EIN of WHITE CASTLE SYSTEM INC WELFARE BENEFIT DIRECT REIMBURSEMENT TRUST?
The employer identification number (EIN) of WHITE CASTLE SYSTEM INC WELFARE BENEFIT DIRECT REIMBURSEMENT TRUST is 31-1627246.
Is WHITE CASTLE SYSTEM INC WELFARE BENEFIT DIRECT REIMBURSEMENT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2001.
Are donations to WHITE CASTLE SYSTEM INC WELFARE BENEFIT DIRECT REIMBURSEMENT TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does WHITE CASTLE SYSTEM INC WELFARE BENEFIT DIRECT REIMBURSEMENT 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 WHITE CASTLE SYSTEM INC WELFARE BENEFIT DIRECT REIMBURSEMENT 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 WHITE CASTLE SYSTEM INC WELFARE BENEFIT DIRECT REIMBURSEMENT 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 WHITE CASTLE SYSTEM INC WELFARE BENEFIT DIRECT REIMBURSEMENT TRUST?
The 990 for the year ended December 31, 2024 names NINA MARATTO.
Who are the officers and directors of WHITE CASTLE SYSTEM INC WELFARE BENEFIT DIRECT REIMBURSEMENT TRUST?
The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does WHITE CASTLE SYSTEM INC WELFARE BENEFIT DIRECT REIMBURSEMENT TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,332,735, expenses of $1,324,776 and total assets of $120,956 at year end.

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