STRATEGY STUDIO / PUBLIC DATA EXPLORER

EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR UNIVERSITY OF: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR UNIVERSITY OF (EIN 04-7026331)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-28
IRS object ID
202413029349200646
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-28T10:01:14-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt
Return Type990EZReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN047026331EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EMPLOYEE CONTRIBUTION VEBA TRUST UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINDIBusinessNameControlTxt
Phone8775353910PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18625 ANDREW CARNEGIE BLVD CORP TAXAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28262ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDENISE BECHARDPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone8775353910PhoneNum
Signature2024-07-24SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website Addresswww.uindy.eduWebsiteAddressTxt
Organization501cYes (X)Organization501cInd
Gross Receipts$46,501GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Program Service Revenue$15,928ProgramServiceRevenueAmt
Investment Income$5,276InvestmentIncomeAmt
Sale Of Assets Gross$25,297SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$25,115CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$182GainOrLossFromSaleOfAssetsAmt
Total Revenue$21,386TotalRevenueAmt
Benefits Paid To Or For Members$16,370BenefitsPaidToOrForMembersAmt
Fees And Other Pymt To Ind Cntrct$712FeesAndOtherPymtToIndCntrctAmt
Total Expenses$17,082TotalExpensesAmt
Excess Or Deficit For Year$4,304ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$192,958NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$22,300OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$219,562NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$192,958BOYAmt
EOY$219,562EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
EOY$0EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$192,958BOYAmt
EOY$219,562EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$192,958BOYAmt
EOY$219,562EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO PROVIDE RETIREE HEALTH BENEFITS TO THE EMPLOYER'S FORMER EMPLOYEES AND THEIR SPOUSES AND DEPENDENTS, ALTHOUGH OTHER BENEFITS MAY BE PROVIDED AS DESCRIBED IN THE PLAN DOCUMENT.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomHEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.DescriptionProgramSrvcAccomTxt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TIAA TRUST NABusinessNameLine1Txt
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$750CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TIAA Trust NABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line18625 Andrew Carnegie BlvdAddressLine1Txt
CityCharlotteCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28262ZIPCd
FieldValueIRS element (for citing)
Phone8775353910PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990-EZ, Part I, Line 20UNREALIZED GAINS ON INVESTMENTS 22301
Form 990-EZ, Part I, Line 20ROUNDING 1