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Nonprofit · EIN 94-6102389

ILWU WAREHOUSE WELFARE TRUST

Tax-exempt · PLEASANTON, CA 94566

Financials

$12M$11.7M2022$12.1M$11.7M2023$12.4M$12.5M2024
Revenue Expenses · by fiscal year end
Financials of ILWU WAREHOUSE WELFARE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$12,384,375$12,533,259-$148,884$7,067,442$978,227$6,089,215
June 30, 2024990$12,116,348$11,746,199$370,149$6,962,571$1,014,552$5,948,019
June 30, 2023990$11,950,550$11,674,116$276,434$6,238,949$974,194$5,264,755
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$12,138,683
Investment income
$245,692
Net gain from sales of assets
-$5,223
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$11,990,369
Compensation of officers, directors and key employees
$28,800
Salaries, compensation and benefits (total)
$28,800
Professional fundraising fees
$0
Legal fees
$14,964
Accounting fees
$60,170

Balance sheet and other

Total assets, start of year
$6,962,571
Total assets, end of year
$7,067,442
Total liabilities, end of year
$978,227
Net assets, end of year
$6,089,215
Publicly traded securities
$5,811,266
Gross receipts
$12,595,419
Employees
0
Volunteers
0
Year formed
1953
State of legal domicile
CA

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JAMES BEARDCHAIRMAN
Trustee or director, Officer
2$7,200
COREY TACCONISECRETARY
Trustee or director, Officer
2$7,200
THOMAS DILLONTRUSTEE
Trustee or director
2$7,200
TIMOTHY BREKKETRUSTEE
Trustee or director
2$7,200
JOSE NUNEZTRUSTEE
Trustee or director
2$0
RODNEY MOTENTRUSTEE
Trustee or director
2$0
SEE SCH O FOR COMPENSATIONPAID BY RELATED ORGANIZATIONS
Trustee or director
0$0
990 for the year ended June 30, 2024: 8 people
NameTitleHours / weekCompensation
JAMES BEARDCHAIRMAN
Trustee or director, Officer
2$6,200
LARRY MORRISONSECRETARY - THRU 03/2024
Trustee or director, Officer
2$6,200
TIMOTHY BREKKETRUSTEE
Trustee or director
2$6,200
THOMAS DILLONTRUSTEE
Trustee or director
2$6,200
RODNEY MOTENTRUSTEE - EFF 03/2024
Trustee or director
2$0
JOSE NUNEZTrustee
Trustee or director
2$0
Corey TacconiTrustee
Trustee or director
2$0
SEE SCH O FOR COMPENSATIONPAID BY RELATED ORGANIZATIONS
Trustee or director
0$0
990 for the year ended June 30, 2023: 7 people
NameTitleHours / weekCompensation
JIM BEARDCHAIRMAN/TRUSTEE
Trustee or director, Officer
2$6,000
Larry MorrisonSecretary/TRUSTEE
Trustee or director, Officer
2$6,000
THOMAS DILLONtRUSTEE
Trustee or director
2$6,000
TIMOTHY BREKKETrustee
Trustee or director
2$6,000
Jose NunezTRUSTEE
Trustee or director
2$0
Corey TacconiTrustee
Trustee or director
2$0
See Sch O For CompensationPaid by related organizations
Trustee or director
0$0

Address and contacts

Address (IRS master file)
PO BOX 757, PLEASANTON, CA 94566-0075
In care of
% DMC INSURANCE ADMINISTRATORS
Principal officer (990 for 2024)
JAMES BEARD, PO Box 757, Pleasanton, CA 94566
Signed the 990
JAMES BEARD, CHAIRMAN
Phone
(925) 426-3565
Return prepared by
WITHUMSMITHBROWNPC

California records

California keeps its own records of charities and corporations. Search them by EIN 94-6102389 or by the name ILWU WAREHOUSE WELFARE TRUST.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO PROVIDE MEDICAL, DENTAL, AND OTHER HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

990 for the year ended June 30, 2025

Program accomplishments

  • PROVIDED MEDICAL, DENTAL, AND OTHER HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
94-6102389
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1955
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$7,067,442
Income (IRS master file)
$12,595,419

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$12,384,375$12,533,259$7,067,442IRS
990June 2024$12,116,348$11,746,199$6,962,571IRS
990June 2023$11,950,550$11,674,116$6,238,949XML
990June 2022$12,353,486$11,790,623$5,779,228IRS
990June 2021–––IRS
990June 2020–––IRS
990June 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 94-6102389).

Questions about ILWU WAREHOUSE WELFARE TRUST

What is the EIN of ILWU WAREHOUSE WELFARE TRUST?
The employer identification number (EIN) of ILWU WAREHOUSE WELFARE TRUST is 94-6102389.
Is ILWU WAREHOUSE WELFARE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1955.
Are donations to ILWU WAREHOUSE WELFARE TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ILWU WAREHOUSE WELFARE 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 ILWU WAREHOUSE WELFARE TRUST due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ILWU WAREHOUSE WELFARE TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of ILWU WAREHOUSE WELFARE TRUST?
The 990 for the year ended June 30, 2025 names JAMES BEARD.
Who are the officers and directors of ILWU WAREHOUSE WELFARE TRUST?
The 990 for the year ended June 30, 2025 lists 7 people; 4 received compensation from the organization, the highest $7,200 (JAMES BEARD, CHAIRMAN).
How much revenue does ILWU WAREHOUSE WELFARE TRUST have?
On its 990 for the year ended June 30, 2025 it reported revenue of $12,384,375, expenses of $12,533,259 and total assets of $7,067,442 at year end.

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