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Nonprofit · EIN 61-1153828

TEXAS GAS EMPLOYEE WELFARE BENEFITS TRUST

Tax-exempt · HOUSTON, TX 77046

Financials

$11.5M$13.6M2023$14.8M$14.4M2024
Revenue Expenses · by fiscal year end
Financials of TEXAS GAS EMPLOYEE WELFARE BENEFITS TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$14,765,722$14,355,345$410,377$87,133,600$26,975,255$60,158,345
December 31, 2023990$11,498,478$13,573,616-$2,075,138$121,390,748$62,901,733$58,489,015
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$12,769,856
Investment income
$1,995,866
Net gain from sales of assets
-$1,557,454
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$13,817,001
Compensation of officers, directors and key employees
$7,090
Salaries, compensation and benefits (total)
$7,090
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$121,390,748
Total assets, end of year
$87,133,600
Total liabilities, end of year
$26,975,255
Net assets, end of year
$60,158,345
Publicly traded securities
$35,607,388
Gross unrelated business income
$1,995,866
Gross receipts
$1,246,459,594
Employees
0
Volunteers
0
Year formed
1989
State of legal domicile
KY

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
NORTHERN TRUST COMPANYTRUSTEE
Institutional trustee
1$7,090
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
NORTHERN TRUST COMPANYTRUSTEE
Institutional trustee
1$16,074

Address and contacts

Address (IRS master file)
9 GREENWAY PLZ STE 2800, HOUSTON, TX 77046-0926
In care of
% TEXAS GAS TRANSMISSION CORP
Principal officer (990 for 2024)
SUZY LAMAR, 9 GREENWAY PLAZA SUITE 2800, HOUSTON, TX 77046
Signed the 990
SUZY LAMAR, VICE PRESIDENT
Phone
(270) 926-8686
Return prepared by
KPMG LLP

Mission

SEE SCHEDULE O.

990 for the year ended December 31, 2024

Program accomplishments

  • THESE FUNDS WERE USED TO PROVIDE EMPLOYEE WELFARE BENEFITS IN ACCORDANCE WITH IRS SECTION 501(C)(9), AND SUCH FUNDS ARE HELD IN TRUST PURSUANT TO THE FEDERAL REGULATION COMMISSION.

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, 2026Check at the IRS
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
61-1153828
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1989
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$85,380,729
Income (IRS master file)
$472,565,878

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$14,765,722$14,355,345$87,133,600XML
990December 2023$11,498,478$13,573,616$121,390,748XML
990December 2022$14,078,411$12,558,041$96,305,864IRS
990December 2021–––IRS
990December 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 61-1153828).

Questions about TEXAS GAS EMPLOYEE WELFARE BENEFITS TRUST

What is the EIN of TEXAS GAS EMPLOYEE WELFARE BENEFITS TRUST?
The employer identification number (EIN) of TEXAS GAS EMPLOYEE WELFARE BENEFITS TRUST is 61-1153828.
Is TEXAS GAS EMPLOYEE WELFARE BENEFITS TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1989.
Are donations to TEXAS GAS EMPLOYEE WELFARE BENEFITS TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does TEXAS GAS EMPLOYEE WELFARE BENEFITS 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 TEXAS GAS EMPLOYEE WELFARE BENEFITS TRUST 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 TEXAS GAS EMPLOYEE WELFARE BENEFITS 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 TEXAS GAS EMPLOYEE WELFARE BENEFITS TRUST?
The 990 for the year ended December 31, 2024 names SUZY LAMAR.
Who are the officers and directors of TEXAS GAS EMPLOYEE WELFARE BENEFITS TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $7,090 (NORTHERN TRUST COMPANY, TRUSTEE).
How much revenue does TEXAS GAS EMPLOYEE WELFARE BENEFITS TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $14,765,722, expenses of $14,355,345 and total assets of $87,133,600 at year end.

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