STRATEGY STUDIO / PUBLIC DATA EXPLORER

UNITIL UNION VOLUNTARY EMPLOYEE BENEFIT TRUST: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
UNITIL UNION VOLUNTARY EMPLOYEE BENEFIT TRUST (EIN 20-4391011)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-13
IRS object ID
202423189349307007
Schema version
2023v5.0
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)
Return2024-11-13T14:28:19-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN472722581PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CARON & BLETZER TS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1BOX 969AddressLine1Txt
CityKINGSTONCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03848ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN204391011EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITIL UNION VOLUNTARY EMPLOYEEBusinessNameLine1Txt
Business Name Line2BENEFIT TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone6037736483PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16 LIBERTY LANE WESTAddressLine1Txt
CityHAMPTONCityNm
State AbbreviationNHStateAbbreviationCd
ZIP038421720ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL HURSTAKPersonNm
Person TitleCFO/TREASURERPersonTitleTxt
Phone6037720775PhoneNum
Signature2024-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCATHERINE E CARON CPAPreparerPersonNm
PTINP01270650PTIN
Phone6036588002PhoneNum
Preparation2024-11-13PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDANIEL HURSTAKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16 LIBERTY LANE WESTAddressLine1Txt
CityHAMPTONCityNm
State AbbreviationNHStateAbbreviationCd
ZIP038421720ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,842,988GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressNAWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation2004FormationYr
Legal Domicile StateNHLegalDomicileStateCd
Activity Or MissionTO FUND HEALTH AND WELFARE BENEFIT EXPENSESActivityOrMissionDesc
Voting Members Governing Body1VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$10,498,044PYProgramServiceRevenueAmt
CY Program Service Revenue$956,717CYProgramServiceRevenueAmt
PY Investment Income$658,856PYInvestmentIncomeAmt
CY Investment Income$1,470,539CYInvestmentIncomeAmt
PY Other Revenue-$2,526,613PYOtherRevenueAmt
CY Other Revenue$1,557,396CYOtherRevenueAmt
PY Total Revenue$8,630,287PYTotalRevenueAmt
CY Total Revenue$3,984,652CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$1,609,801PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$1,422,856CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$121,578PYOtherExpensesAmt
CY Other Expenses$87,382CYOtherExpensesAmt
PY Total Expenses$1,731,379PYTotalExpensesAmt
CY Total Expenses$1,510,238CYTotalExpensesAmt
PY Revenues Less Expenses$6,898,908PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,474,414CYRevenuesLessExpensesAmt
Total Assets BOY$19,567,662TotalAssetsBOYAmt
Total Assets EOY$22,042,076TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$19,567,662NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$22,042,076NetAssetsOrFundBalancesEOYAmt
MissionTO FUND HEALTH AND WELFARE BENEFIT EXPENSESMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,510,238ExpenseAmt
Revenue$3,984,652RevenueAmt
DescPAYMENT OF HEALTH AND WELFARE BENEFIT EXPENSES FOR UNITIL RETIREES, AS PERMITTED UNDER IRC SECTION 501(C)(9)Desc
Total Program Service Expenses$1,510,238TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members1GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyfalseMinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DANIEL HURSTAKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6037720775PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16 LIBERTY LANE WESTAddressLine1Txt
CityHAMPTONCityNm
State AbbreviationNHStateAbbreviationCd
ZIP038421720ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp

FieldValueIRS element (for citing)
PersonSEI PRIVATE TRUST COMPANYPersonNm
TitleINSTITUTIONATitleTxt
Average Hours Per Week5.00AverageHoursPerWeekRt
Average Hours Per Week Rltd Org5.00AverageHoursPerWeekRltdOrgRt
Institutional TrusteeYes (X)InstitutionalTrusteeInd
Reportable Comp From Org$54,752ReportableCompFromOrgAmt
Reportable Comp From Rltd Org$20,972ReportableCompFromRltdOrgAmt
Other Compensation$0OtherCompensationAmt
FieldValueIRS element (for citing)
Total Reportable Comp From Org$54,752TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$20,972TotReportableCompRltdOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPLAN CONTRIBUTIONSDesc
Business525100BusinessCd
Total Revenue Column$956,717TotalRevenueColumnAmt
Related Or Exempt Func Income$956,717RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$956,717TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$587,877TotalRevenueColumnAmt
Related Or Exempt Func Income$587,877RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,740,998SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,858,336SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$882,662SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$882,662TotalRevenueColumnAmt
Related Or Exempt Func Income$882,662RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescNET APPRECIATION IN FAIR VALUDesc
Business900099BusinessCd
Total Revenue Column$1,557,396TotalRevenueColumnAmt
Related Or Exempt Func Income$1,557,396RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,557,396OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,984,652TotalRevenueColumnAmt
Related Or Exempt Func Income$3,984,652RelatedOrExemptFuncIncomeAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$1,422,856TotalAmt
Program Services$1,422,856ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$13,386TotalAmt
Program Services$13,386ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$19,245TotalAmt
Program Services$19,245ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$49,240TotalAmt
Program Services$49,240ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,511TotalAmt
Program Services$5,511ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,510,238TotalAmt
Program Services$1,510,238ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$19,553,770BOYAmt
EOY$22,013,657EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$13,892BOYAmt
EOY$28,419EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$19,567,662BOYAmt
EOY$22,042,076EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$19,567,662BOYAmt
EOY$22,042,076EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,567,662BOYAmt
EOY$22,042,076EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,567,662BOYAmt
EOY$22,042,076EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,474,414ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 8ATHE TRUST IS A VEBA TRUST AS DEFINED UNDER IRC SECTION 501(C)(9). IT IS GOVERNED BY THE TRUST DOCUMENT BY WHICH THE TRUST WAS CREATED. AS SUCH, IT IS GOVERNED BY THE SINGLE TRUSTEE, AND WE HAVE RESPONDED ACCORDINGLY, STATING THAT THE TRUST DOES NOT HAVE CONTEMPORANEOUS DOCUMENTATION OF MEETING OR ACTIONS UNDERTAKEN DURING THE YEAR.
FORM 990, PAGE 6, PART VI, LINE 8BTHE TRUST IS A VEBA TRUST AS DEFINED UNDER IRC SECTION 501(C)(9). IT IS GOVERNED BY THE TRUST DOCUMENT BY WHICH THE TRUST WAS CREATED. AS SUCH, IT IS GOVERNED BY THE SINGLE TRUSTEE, AND WE HAVE RESPONDED ACCORDINGLY, STATING THAT THE TRUST DOES NOT HAVE CONTEMPORANEOUS DOCUMENTATION OF MEETINGS OR ACTION UNDERTAKEN DURING THE YEAR.
FORM 990, PAGE 6, PART VI, LINE 11BTHE TRUST IS A VEBA TRUST AS DEFINED UNDER IRC SECTION 501(C)(9). IT IS GOVERNED BY THE TRUST DOCUMENT BY WHICH THE TRUST WAS CREATED. AS SUCH, IT IS GOVERNED BY THE SINGLE TRUSTEE, AND WE HAVE RESPONDED ACCORDINGLY. THE TAX RETURN IS PREPARED BY AN INDEPENDENT FIRM. THE PREPARED RETURN IS THEN SUBMITTED TO THE PERSON DESIGNATED BY THE TRUSTEE FOR REVIEW BEFORE THE RETURN IS SIGNED AND SUBMITTED FOR FILING.
FORM 990, PAGE 6, PART VI, LINE 19THIS IS AN IRC SECTION 501(C)(9) VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION WHICH COVERS ONLY ELIGIBLE EMPLOYEES OF UNITIL. THERE IS NO SOLICITATION OF CONTRIBUTIONS OR INVOLVEMENT OF THE GENERAL PUBLIC. THEREFORE, THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1UNITIL NON-UNION VOLUNTARY EMPLOYEEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16 LIBERTY LANE WESTAddressLine1Txt
CityHAMPTONCityNm
State AbbreviationNHStateAbbreviationCd
ZIP038421720ZIPCd
FieldValueIRS element (for citing)
EIN900241683EIN
Primary ActivitiesFUND EXPENPrimaryActivitiesTxt
Legal Domicile StateNHLegalDomicileStateCd
Exempt Code Section501C9ExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd