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Nonprofit · EIN 41-1718002

HONEYWELL VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST

Also known as C-O HONEYWELL INC

Tax-exempt · CHARLOTTE, NC 28202

Financials

$78K$95K2023$80K$267K2024
Revenue Expenses · by fiscal year end
Financials of HONEYWELL VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$80,412$267,342-$186,930$2,602,770$0$2,602,770
December 31, 2023990$78,252$94,786-$16,534$2,789,700$0$2,789,700
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$80,412
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$196,016
Compensation of officers, directors and key employees
$10,000
Salaries, compensation and benefits (total)
$10,000
Professional fundraising fees
$0
Accounting fees
$4,561

Balance sheet and other

Total assets, start of year
$2,789,700
Total assets, end of year
$2,602,770
Total liabilities, end of year
$0
Net assets, end of year
$2,602,770
Gross unrelated business income
$80,412
Gross receipts
$80,412
Employees
0
Volunteers
0
Year formed
1991
State of legal domicile
NC

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
Principal BankTrustee
Institutional trustee
1$10,000
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
Principal BankTrustee
Institutional trustee
1$10,000

Address and contacts

Address (IRS master file)
855 S MINT ST, CHARLOTTE, NC 28202-1517
In care of
% HR SVCS B4
Principal officer (990 for 2024)
Cliff Kenyon, 855 S Mint Street, Charlotte, NC 28202
Signed the 990
Cliff Kenyon, VP - Total Rewards
Phone
(877) 258-3699
Return prepared by
CROWE LLP

Mission

Provision of medical and other welfare benefits.

990 for the year ended December 31, 2024

Program accomplishments

  • The plan is a health and welfare plan which was established for the sole and exclusive purpose of providing medicare supplemental insurance with an optional mail order prescription drug feature for a closed group of Honeywell international inc. post-65 retirees and their eligible dependents. The plan is funded by contributions from participants.

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
41-1718002
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1992
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,602,770
Income (IRS master file)
$80,412

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$80,412$267,342$2,602,770IRS
990December 2023$78,252$94,786$2,789,700XML
990December 2022$23,961$204,655$2,806,234IRS
990December 2021–––IRS
990December 2020–––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 41-1718002).

Questions about HONEYWELL VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST

What is the EIN of HONEYWELL VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST?
The employer identification number (EIN) of HONEYWELL VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST is 41-1718002.
Is HONEYWELL VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1992.
Are donations to HONEYWELL VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does HONEYWELL VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 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 HONEYWELL VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 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 HONEYWELL VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 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 HONEYWELL VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST?
The 990 for the year ended December 31, 2024 names Cliff Kenyon.
Who are the officers and directors of HONEYWELL VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $10,000 (Principal Bank, Trustee).
How much revenue does HONEYWELL VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $80,412, expenses of $267,342 and total assets of $2,602,770 at year end.

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