Nonprofit · EIN 83-2152974
PIEDMONT FEDERAL SAVINGS BANK RETIREE WELFARE BENEFIT PLAN TRUST
Tax-exempt · WINSTON SALEM, NC 27103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $233,700 | $96,445 | $137,255 | $5,353,567 | $3,607,544 | $1,746,023 |
| December 31, 2024 | 990 | $194,257 | $68,771 | $125,486 | $4,820,189 | $3,536,700 | $1,283,489 |
| December 31, 2023 | 990 | $131,349 | $44,626 | $86,723 | $4,357,768 | $3,512,458 | $845,310 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $233,646
- Net gain from sales of assets
- $105,973
- Other revenue
- $54
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $4,820,189
- Total assets, end of year
- $5,353,567
- Total liabilities, end of year
- $3,607,544
- Net assets, end of year
- $1,746,023
- Gross unrelated business income
- $233,646
- Gross receipts
- $360,679
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2019
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES R HELVEY III | TRUSTEE Trustee or director | 1 | $0 |
| JOHN MARTIN | TRUSTEE Trustee or director | 1 | $0 |
| G WALKER DOUGLAS | TRUSTEE Trustee or director | 1 | $0 |
| ALISON ASHE-CARD | TRUSTEE Trustee or director | 1 | $0 |
| IRIS FAGUNDO COLE | TRUSTEE Trustee or director | 1 | $0 |
| VIRGINIA O HARDESTY | TRUSTEE Trustee or director | 1 | $0 |
| DR HAROLD L MARTIN SR | TRUSTEE Trustee or director | 1 | $0 |
| CATHERINE B ROBBINS | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD E SHORE JR | TRUSTEE Trustee or director | 1 | $0 |
| RENEE SHAW | TRUSTEE Trustee or director | 1 | $0 |
| SCOTT E CAWOOD | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| DAVID P BARKSDALE | CEO Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT E CAWOOD | TRUSTEE Trustee or director | 1 | $0 |
| JAMES R HELVEY III | TRUSTEE Trustee or director | 1 | $0 |
| JOHN E COOPER JR | TRUSTEE Trustee or director | 1 | $0 |
| DAVID P BARKSDALE | TRUSTEE Trustee or director | 1 | $0 |
| G WALKER DOUGLAS | TRUSTEE Trustee or director | 1 | $0 |
| ALISON ASHE-CARD | TRUSTEE Trustee or director | 1 | $0 |
| IRIS FAGUNDO COLE | TRUSTEE Trustee or director | 1 | $0 |
| VIRGINIA O HARDESTY | TRUSTEE Trustee or director | 1 | $0 |
| DR HAROLD L MARTIN SR | TRUSTEE Trustee or director | 1 | $0 |
| CATHERINE B ROBBINS | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD E SHORE JR | TRUSTEE Trustee or director | 1 | $0 |
| ARTHUR GIBEL | TRUSTEE Trustee or director | 1 | $0 |
| RENEE SHAW | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT E CAWOOD | TRUSTEE Trustee or director | 1 | $0 |
| JAMES R HELVEY III | TRUSTEE Trustee or director | 1 | $0 |
| JOHN E COOPER JR | TRUSTEE Trustee or director | 1 | $0 |
| DAVID P BARKSDALE | TRUSTEE Trustee or director | 1 | $0 |
| G WALKER DOUGLAS | TRUSTEE Trustee or director | 1 | $0 |
| ALISON ASHE-CARD | TRUSTEE Trustee or director | 1 | $0 |
| IRIS FAGUNDO COLE | TRUSTEE Trustee or director | 1 | $0 |
| VIRGINIA O HARDESTY | TRUSTEE Trustee or director | 1 | $0 |
| DR HAROLD L MARTIN SR | TRUSTEE Trustee or director | 1 | $0 |
| CATHERINE B ROBBINS | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD E SHORE JR | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 201 S STRATFORD RD, WINSTON SALEM, NC 27103-1817
- In care of
- % RICHARD WAGNER JR
- Principal officer (990 for 2025)
- TC HINKLE, 201 S STRATFORD ROAD, WINSTONSALEM, NC 27103
- Signed the 990
- TC HINKLE, CFO
- Phone
- (336) 770-1091
- Return prepared by
- ELLIOTT DAVIS ADVISORY LLC
Mission
THE PLAN WAS ESTABLISHED FOR THE EXCLUSIVE PURPOSE OF PROVIDING MEDICAL BENEFITS TO THE ELIGIBLE RETIREES OF PIEDMONT FEDERAL SAVINGS BANK.
Program accomplishments
- PIEDMONT FEDERAL SAVINGS BANK HAS FORMED A VEBA UNDER IRC SECTION 501C(9) TO PROVIDE MEDICAL BENEFITS TO ELIGIBLE RETIREES.
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 | 990 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
- 83-2152974
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $5,353,567
- Income (IRS master file)
- $360,679
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $233,700 | $96,445 | $5,353,567 | IRS |
| 990 | December 2024 | $194,257 | $68,771 | $4,820,189 | XML |
| 990 | December 2023 | $131,349 | $44,626 | $4,357,768 | XML |
| 990 | December 2022 | $42,575 | $116,010 | $3,859,139 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 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 83-2152974).
Questions about PIEDMONT FEDERAL SAVINGS BANK RETIREE WELFARE BENEFIT PLAN TRUST
- What is the EIN of PIEDMONT FEDERAL SAVINGS BANK RETIREE WELFARE BENEFIT PLAN TRUST?
- The employer identification number (EIN) of PIEDMONT FEDERAL SAVINGS BANK RETIREE WELFARE BENEFIT PLAN TRUST is 83-2152974.
- Is PIEDMONT FEDERAL SAVINGS BANK RETIREE WELFARE BENEFIT PLAN TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2019.
- Are donations to PIEDMONT FEDERAL SAVINGS BANK RETIREE WELFARE BENEFIT PLAN TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PIEDMONT FEDERAL SAVINGS BANK RETIREE WELFARE BENEFIT PLAN 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 PIEDMONT FEDERAL SAVINGS BANK RETIREE WELFARE BENEFIT PLAN 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 PIEDMONT FEDERAL SAVINGS BANK RETIREE WELFARE BENEFIT PLAN TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of PIEDMONT FEDERAL SAVINGS BANK RETIREE WELFARE BENEFIT PLAN TRUST?
- The 990 for the year ended December 31, 2025 names TC HINKLE.
- Who are the officers and directors of PIEDMONT FEDERAL SAVINGS BANK RETIREE WELFARE BENEFIT PLAN TRUST?
- The 990 for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does PIEDMONT FEDERAL SAVINGS BANK RETIREE WELFARE BENEFIT PLAN TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $233,700, expenses of $96,445 and total assets of $5,353,567 at year end.
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