Nonprofit · EIN 36-7237991
THE GENERAL DYNAMICS IS&T RETIREE BENEFITS TR
Also known as SHANE BERG
Tax-exempt · RESTON, VA 20190
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $3,908,198 | $10,804,190 | -$6,895,992 | $60,037,895 | $0 | $60,037,895 |
| December 31, 2024 | 990 | $5,580,872 | $12,153,202 | -$6,572,330 | $65,761,165 | $0 | $65,761,165 |
| December 31, 2023 | 990 | $6,391,400 | $17,622,090 | -$11,230,690 | $74,550,742 | $837,421 | $73,713,321 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,649,637
- Investment income
- $1,258,385
- Net gain from sales of assets
- -$1,718,983
- Other revenue
- $176
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $10,223,365
- Compensation of officers, directors and key employees
- $6,479
- Salaries, compensation and benefits (total)
- $6,479
- Professional fundraising fees
- $0
- Accounting fees
- $58,005
Balance sheet and other
- Total assets, start of year
- $65,761,165
- Total assets, end of year
- $60,037,895
- Total liabilities, end of year
- $0
- Net assets, end of year
- $60,037,895
- Publicly traded securities
- $57,341,481
- Gross unrelated business income
- -$1,607,276
- Gross receipts
- $59,897,439
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1997
- State of legal domicile
- WI
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE NORTHERN TRUST COMPANY | TRUSTEE Institutional trustee | 0 | $6,479 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE NORTHERN TRUST COMPANY | TRUSTEE Institutional trustee | 0 | $14,312 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE NORTHERN TRUST COMPANY | TRUSTEE Institutional trustee | 0 | $1,240 |
Address and contacts
- Address (IRS master file)
- 11011 SUNSET HILLS RD, RESTON, VA 20190-5311
- In care of
- % NORTHERN TRUST CO
- Principal officer (990 for 2025)
- SHANE BERG, 11011 SUNSET HILLS ROAD, RESTON, VA 20190
- Signed the 990
- BETSY L CAMPBELL, SR. VICE PRESIDENT
- Phone
- (703) 876-3000
- Return prepared by
- ERNST & YOUNG US LLP
Mission
TO PROVIDE EMPLOYEE HEALTH AND WELFARE BENEFITS
Program accomplishments
- TO PROVIDE EMPLOYEE HEALTH AND WELFARE BENEFITS
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 36-7237991
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $60,037,895
- Income (IRS master file)
- $59,897,439
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $3,908,198 | $10,804,190 | $60,037,895 | XML |
| 990 | December 2024 | $5,580,872 | $12,153,202 | $65,761,165 | XML |
| 990 | December 2023 | $6,391,400 | $17,622,090 | $74,550,742 | XML |
| 990 | December 2022 | $34,550,972 | $18,182,966 | $82,634,331 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 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 36-7237991).
Questions about THE GENERAL DYNAMICS IS&T RETIREE BENEFITS TR
- What is the EIN of THE GENERAL DYNAMICS IS&T RETIREE BENEFITS TR?
- The employer identification number (EIN) of THE GENERAL DYNAMICS IS&T RETIREE BENEFITS TR is 36-7237991.
- Is THE GENERAL DYNAMICS IS&T RETIREE BENEFITS TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1999.
- Are donations to THE GENERAL DYNAMICS IS&T RETIREE BENEFITS TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does THE GENERAL DYNAMICS IS&T RETIREE 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 THE GENERAL DYNAMICS IS&T RETIREE BENEFITS 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 THE GENERAL DYNAMICS IS&T RETIREE BENEFITS 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 THE GENERAL DYNAMICS IS&T RETIREE BENEFITS TR?
- The 990 for the year ended December 31, 2025 names SHANE BERG.
- Who are the officers and directors of THE GENERAL DYNAMICS IS&T RETIREE BENEFITS TR?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,479 (THE NORTHERN TRUST COMPANY, TRUSTEE).
- How much revenue does THE GENERAL DYNAMICS IS&T RETIREE BENEFITS TR have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $3,908,198, expenses of $10,804,190 and total assets of $60,037,895 at year end.
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