Nonprofit · EIN 74-2697492
AT&T UNION WELFARE BENEFIT TRUST
Also known as CO H E RAINBOLT
Tax-exempt · DALLAS, TX 75202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | -$15,777,649 | $190,091 | -$15,967,740 | $16,141,383 | $128 | $16,141,255 |
| December 31, 2023 | 990 | $8,201,598 | $409,254 | $7,792,344 | $14,906,726 | $78 | $14,906,648 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- -$15,882,851
- Royalties
- $41
- Net gain from sales of assets
- -$16,138,342
- Other revenue
- $105,202
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $95,198
- Salaries, compensation and benefits (total)
- $95,198
- Professional fundraising fees
- $0
- Accounting fees
- $3,573
Balance sheet and other
- Total assets, start of year
- $14,906,726
- Total assets, end of year
- $16,141,383
- Total liabilities, end of year
- $128
- Net assets, end of year
- $16,141,255
- Publicly traded securities
- $6,110,930
- Gross receipts
- $360,693
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1993
- 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 | $95,198 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON | TRUSTEE Institutional trustee | 40 | $87,373 |
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 HEALTH AND INSURANCE BENEFIT EXPENSES FOR AT&T'S RETIREES AND THEIR DEPENDENTS.
Program accomplishments
- PAYMENT OF HEALTH AND INSURANCE BENEFIT EXPENSES FOR AT&T'S 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
- 74-2697492
- 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)
- $16,141,383
- Income (IRS master file)
- $360,693
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | -$15,777,649 | $190,091 | $16,141,383 | XML |
| 990 | December 2023 | $8,201,598 | $409,254 | $14,906,726 | XML |
| 990 | December 2022 | -$4,875,322 | $1,021,260 | $18,835,421 | 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 74-2697492).
Questions about AT&T UNION WELFARE BENEFIT TRUST
- What is the EIN of AT&T UNION WELFARE BENEFIT TRUST?
- The employer identification number (EIN) of AT&T UNION WELFARE BENEFIT TRUST is 74-2697492.
- Is AT&T UNION WELFARE BENEFIT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1994.
- Are donations to AT&T UNION WELFARE BENEFIT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does AT&T UNION WELFARE BENEFIT 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 AT&T UNION WELFARE BENEFIT 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 AT&T UNION WELFARE BENEFIT 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 AT&T UNION WELFARE BENEFIT TRUST?
- The 990 for the year ended December 31, 2024 names INGRID BERNER.
- Who are the officers and directors of AT&T UNION WELFARE BENEFIT TRUST?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $95,198 (BNY MELLON, TRUSTEE).
- How much revenue does AT&T UNION WELFARE BENEFIT TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of -$15,777,649, expenses of $190,091 and total assets of $16,141,383 at year end.
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