Nonprofit · EIN 41-1718002
HONEYWELL VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST
Also known as C-O HONEYWELL INC
Tax-exempt · CHARLOTTE, NC 28202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $80,412 | $267,342 | -$186,930 | $2,602,770 | $0 | $2,602,770 |
| December 31, 2023 | 990 | $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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Principal Bank | Trustee Institutional trustee | 1 | $10,000 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Principal Bank | Trustee 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.
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 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
- 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
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $80,412 | $267,342 | $2,602,770 | IRS |
| 990 | December 2023 | $78,252 | $94,786 | $2,789,700 | XML |
| 990 | December 2022 | $23,961 | $204,655 | $2,806,234 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 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.
Other nonprofits in CHARLOTTE
- THE LEON LEVINE FOUNDATION EIN 58-1427515 · last filed 990-PF for 2025
- ATLANTIC COAST CONFERENCE EIN 56-0599082 · last filed 990 for 2025
- FOUNDATION FOR THE CAROLINAS EIN 56-6047886 · last filed 990 for 2024
- DUKE ENDOWMENT EIN 56-0529965 · last filed 990-PF for 2024
- BANK OF AMERICA CHARITABLE FOUNDATION INC EIN 20-0721133 · last filed 990-PF for 2024
- GIVECLEAR FOUNDATION EIN 81-3222963 · last filed 990 for 2024
- AH GEORGIA INC EIN 83-1707383 · last filed 990 for 2024
- SECOND HARVEST FOOD BANK OF METROLINA INC EIN 56-1352593 · last filed 990 for 2025