Nonprofit · EIN 58-6203454
BELLSOUTH CORPORATION HEALTHCARE TRUST RETIREES
Tax-exempt · DALLAS, TX 75202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | -$9,532,883 | $124,095 | -$9,656,978 | $4,494,567 | $0 | $4,494,567 |
| December 31, 2023 | 990 | $24,982,165 | $194,938 | $24,787,227 | $4,217,312 | $0 | $4,217,312 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- -$9,532,886
- Net gain from sales of assets
- -$9,726,589
- Other revenue
- $3
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $55,084
- Salaries, compensation and benefits (total)
- $55,084
- Professional fundraising fees
- $0
- Accounting fees
- $2,559
Balance sheet and other
- Total assets, start of year
- $4,217,312
- Total assets, end of year
- $4,494,567
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,494,567
- Publicly traded securities
- $3,231,906
- Gross receipts
- $357,400
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1986
- 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 |
|---|---|---|---|
| BNY MELLON | TRUSTEE Institutional trustee | 40 | $55,084 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON | TRUSTEE Institutional trustee | 40 | $55,000 |
Address and contacts
- Address (IRS master file)
- 208 S AKARD STREET ROOM 1825, DALLAS, TX 75202-4206
- In care of
- % AT&T INC
- Principal officer (990 for 2024)
- INGRID BERNER, 208 S AKARD STREET ROOM 1825, DALLAS, TX 75202
- Signed the 990
- INGRID BERNER, SENIOR VP-TAX
- Phone
- (214) 486-8949
- Return prepared by
- PwC US Tax LLP
Mission
PAYMENT OF MEDICAL BENEFIT EXPENSES FOR AT&T INC. RETIREES AND THEIR DEPENDENTS.
Program accomplishments
- PAYMENT OF MEDICAL BENEFIT EXPENSES FOR AT&T INC. RETIREES AND THEIR DEPENDENTS AS PERMITTED UNDER IRC 501(C)(9).0
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
- 58-6203454
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,494,567
- Income (IRS master file)
- $357,400
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | -$9,532,883 | $124,095 | $4,494,567 | XML |
| 990 | December 2023 | $24,982,165 | $194,938 | $4,217,312 | XML |
| 990 | December 2022 | $113,008,832 | $226,790 | $125,326,265 | 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 58-6203454).
Questions about BELLSOUTH CORPORATION HEALTHCARE TRUST RETIREES
- What is the EIN of BELLSOUTH CORPORATION HEALTHCARE TRUST RETIREES?
- The employer identification number (EIN) of BELLSOUTH CORPORATION HEALTHCARE TRUST RETIREES is 58-6203454.
- Is BELLSOUTH CORPORATION HEALTHCARE TRUST RETIREES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1994.
- Are donations to BELLSOUTH CORPORATION HEALTHCARE TRUST RETIREES tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BELLSOUTH CORPORATION HEALTHCARE TRUST RETIREES 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 BELLSOUTH CORPORATION HEALTHCARE TRUST RETIREES 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 BELLSOUTH CORPORATION HEALTHCARE TRUST RETIREES 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 BELLSOUTH CORPORATION HEALTHCARE TRUST RETIREES?
- The 990 for the year ended December 31, 2024 names INGRID BERNER.
- Who are the officers and directors of BELLSOUTH CORPORATION HEALTHCARE TRUST RETIREES?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $55,084 (BNY MELLON, TRUSTEE).
- How much revenue does BELLSOUTH CORPORATION HEALTHCARE TRUST RETIREES have?
- On its 990 for the year ended December 31, 2024 it reported revenue of -$9,532,883, expenses of $124,095 and total assets of $4,494,567 at year end.
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