Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 62-6196406

BELLSOUTH CORPORATION RFA LIFE VEBA TRUST

Also known as BSLILS LLC

Tax-exempt · DALLAS, TX 75202

Financials

$172.8M$64M2023$48M$87.5M2024
Revenue Expenses · by fiscal year end
Financials of BELLSOUTH CORPORATION RFA LIFE VEBA TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$48,034,508$87,522,852-$39,488,344$784,343,065$20,836$784,322,229
December 31, 2023990$172,806,030$63,963,254$108,842,776$1,111,884,454$428,282$1,111,456,172
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$48,008,205
Royalties
$87
Net gain from sales of assets
-$1,498,372
Other revenue
$26,303

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$85,894,492
Compensation of officers, directors and key employees
$203,341
Salaries, compensation and benefits (total)
$203,341
Professional fundraising fees
$0
Accounting fees
$222,495

Balance sheet and other

Total assets, start of year
$1,111,884,454
Total assets, end of year
$784,343,065
Total liabilities, end of year
$20,836
Net assets, end of year
$784,322,229
Publicly traded securities
$774,276,268
Gross receipts
$49,532,880
Employees
0
Volunteers
0
Year formed
1988
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.

NameTitleHours / weekCompensation
BNY MELLONTRUSTEE
Institutional trustee
40$203,341
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BNY MELLONTRUSTEE
Institutional trustee
40$187,476

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, SR. VP-TAX
Phone
(214) 486-8949
Return prepared by
PwC US Tax LLP

Mission

PAYMENT OF LIFE INSURANCE AND MEDICAL BENEFIT EXPENSES FOR AT&T, INC. RETIREES AND THEIR DEPENDENTS

990 for the year ended December 31, 2024

Program accomplishments

  • PAYMENT OF LIFE INSURANCE AND MEDICAL BENEFIT EXPENSES FOR AT&T, INC. RETIREES AND THEIR DEPENDENTS AS PERMITTED UNDER IRC 501(C)(9).
    Expenses $85,894,492

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
62-6196406
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1990
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$784,343,065
Income (IRS master file)
$49,532,880

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$48,034,508$87,522,852$784,343,065XML
990December 2023$172,806,030$63,963,254$1,111,884,454XML
990December 2022$34,478,913$64,999,364$1,267,930,656IRS
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 62-6196406).

Questions about BELLSOUTH CORPORATION RFA LIFE VEBA TRUST

What is the EIN of BELLSOUTH CORPORATION RFA LIFE VEBA TRUST?
The employer identification number (EIN) of BELLSOUTH CORPORATION RFA LIFE VEBA TRUST is 62-6196406.
Is BELLSOUTH CORPORATION RFA LIFE VEBA TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1990.
Are donations to BELLSOUTH CORPORATION RFA LIFE VEBA TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does BELLSOUTH CORPORATION RFA LIFE VEBA 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 BELLSOUTH CORPORATION RFA LIFE VEBA 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 BELLSOUTH CORPORATION RFA LIFE VEBA 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 BELLSOUTH CORPORATION RFA LIFE VEBA TRUST?
The 990 for the year ended December 31, 2024 names INGRID BERNER.
Who are the officers and directors of BELLSOUTH CORPORATION RFA LIFE VEBA TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $203,341 (BNY MELLON, TRUSTEE).
How much revenue does BELLSOUTH CORPORATION RFA LIFE VEBA TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $48,034,508, expenses of $87,522,852 and total assets of $784,343,065 at year end.

Other nonprofits in DALLAS

All nonprofits in DALLAS · Texas