Nonprofit · EIN 36-7332065
TI RETIREE WELFARE BENEFIT TRUST NO 16
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,704,081 | $5,431,098 | -$1,727,017 | $2,289,865 | $0 | $2,289,865 |
| December 31, 2023 | 990 | $2,740,773 | $3,778,442 | -$1,037,669 | $3,977,889 | $0 | $3,977,889 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,664,307
- Investment income
- $39,774
- Net gain from sales of assets
- -$86,069
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $5,214,194
- Compensation of officers, directors and key employees
- $7,000
- Salaries, compensation and benefits (total)
- $7,000
- Professional fundraising fees
- $0
- Accounting fees
- $13,290
Balance sheet and other
- Total assets, start of year
- $3,977,889
- Total assets, end of year
- $2,289,865
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,289,865
- Publicly traded securities
- $2,289,865
- Gross unrelated business income
- -$64,180
- Gross receipts
- $10,443,835
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2000
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE NORTHERN TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $7,000 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE NORTHERN TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 650311, DALLAS, TX 75265-0311
- In care of
- % THE NORTHERN TRUST COMPANY
- Principal officer (990 for 2024)
- SHANNON FREEZE, 13570 N CENTRAL EXPWY MS 3905, DALLAS, TX 75243
- Signed the 990
- SHANNON FREEZE, HR OPER. & BEN. DIR.
- Phone
- (972) 995-3333
- Return prepared by
- ERNST & YOUNG US LLP
Mission
TEXAS INSTRUMENTS INCORPORATED ("TI") OFFERS ACCESS TO GROUP MEDICAL AND/OR DENTAL COVERAGE DURING RETIREMENT TO U.S. RETIREES WHO SATISFY AGE AND SERVICE REQUIREMENTS. TI CONTRIBUTES TOWARD THE COST OF RETIREE MEDICAL BENEFITS FOR CERTAIN RETIREES AND THEIR DEPENDENTS. TI FUNDS ITS SHARE OF SUCH COSTS THROUGH CONTRIBUTIONS TO THE VEBA TRUSTS.
Program accomplishments
- THE ORGANIZATION PAYS RETIREE HEALTH BENEFITS ACCORDING TO THE TERMS OF THE TRUST AGREEMENT AND THE TEXAS INSTRUMENTS RETIREES HEALTH BENEFIT PLAN. SUBSTANTIALLY ALL OF THE OPERATIONS OF THE TRUST INVOLVE PROVIDING LIFE, SICK OR OTHER BENEFITS TO ITS MEMBERS, THEIR DEPENDENTS, OR THEIR DESIGNATED BENEFICIARIES.
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 | Not 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
- 36-7332065
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $2,289,865
- Income (IRS master file)
- $10,443,835
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,704,081 | $5,431,098 | $2,289,865 | XML |
| 990 | December 2023 | $2,740,773 | $3,778,442 | $3,977,889 | XML |
| 990 | December 2022 | $138,414 | $32,000 | $4,754,046 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 36-7332065).
Questions about TI RETIREE WELFARE BENEFIT TRUST NO 16
- What is the EIN of TI RETIREE WELFARE BENEFIT TRUST NO 16?
- The employer identification number (EIN) of TI RETIREE WELFARE BENEFIT TRUST NO 16 is 36-7332065.
- Is TI RETIREE WELFARE BENEFIT TRUST NO 16 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2002.
- Are donations to TI RETIREE WELFARE BENEFIT TRUST NO 16 tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TI RETIREE WELFARE BENEFIT TRUST NO 16 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 TI RETIREE WELFARE BENEFIT TRUST NO 16 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 TI RETIREE WELFARE BENEFIT TRUST NO 16 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 TI RETIREE WELFARE BENEFIT TRUST NO 16?
- The 990 for the year ended December 31, 2024 names SHANNON FREEZE.
- Who are the officers and directors of TI RETIREE WELFARE BENEFIT TRUST NO 16?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $7,000 (THE NORTHERN TRUST COMPANY, TRUSTEE).
- How much revenue does TI RETIREE WELFARE BENEFIT TRUST NO 16 have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,704,081, expenses of $5,431,098 and total assets of $2,289,865 at year end.
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