EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR COLGATE UNIVERSITY: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR COLGATE UNIVERSITY (EIN 61-6484358)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-15
- IRS object ID
- 202512589349201151
- Schema version
- 2024v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-15T12:36:56-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873803779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ONEBRIDGE BENEFITS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 FRANKLIN ST | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 142022412 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 616484358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMPLOYEE AFTER-TAX CONTRIBUTION VEBA | BusinessNameLine1Txt |
| Business Name Line2 | TRUST FOR COLGATE UNIVERSITY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMPL | BusinessNameControlTxt |
| Phone | 7162456100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4391 | AddressLine1Txt |
| City | CLINTON | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 527334391 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA REIMANN | PersonNm |
| Person Title | TRUSTEE REPRESENTATIVE | PersonTitleTxt |
| Phone | 7162456100 | PhoneNum |
| Signature | 2025-09-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P03103023 | PTIN |
| Phone | 7162456100 | PhoneNum |
| Preparation | 2025-09-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Gross Receipts | $101,727 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Program Service Revenue | $11,225 | ProgramServiceRevenueAmt |
| Investment Income | $5,289 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $85,213 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $79,031 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $6,182 | GainOrLossFromSaleOfAssetsAmt |
| Total Revenue | $22,696 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $10 | FeesAndOtherPymtToIndCntrctAmt |
| Total Expenses | $10 | TotalExpensesAmt |
| Excess Or Deficit For Year | $22,686 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $64,251 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$2,343 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $84,594 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,251 | BOYAmt |
| EOY | $84,594 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,251 | BOYAmt |
| EOY | $84,594 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,251 | BOYAmt |
| EOY | $84,594 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE TRUST HAS BEEN ESTABLISHED TO PROVIDE ACTIVE AND FORMER EMPLOYEES WITH HEALTH REIMBURSEMENT BENEFITS AS SET FORTH IN THE RELATED PLAN AND TO PROVIDE PAYMENT FOR HEALTH EXPENSES AS PERMITTED BY SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | ALL EXPENSES INCURRED HAVE BEEN APPLIED IN ACCORDANCE WITH THE STATED MISSION FOR ACTIVE AND FORMER EMPLOYEES, AND TO DEFRAY THE COST OF ADMINISTERING THE PLAN. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $0 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (2 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| TIAA TRUST NA | ||||
| TRUSTEE | 0.00 | $0 | $0 | $750 |
| ALTA TRUST | ||||
| TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ONEBRIDGE BENEFITS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 FRANKLIN STREET SUITE 700 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7162456100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Other Employee Paid Over100k | 0 | OtherEmployeePaidOver100kCnt |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INVESTMENT INCOME. AMOUNT: 5,289. |
| FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS | DESCRIPTION: UNREALIZED GAIN/LOSS ON INVESTMENT. AMOUNT: -2,343. |
| FORM 990-EZ, PART IV | THE CONTRIBUTING EMPLOYER HAS APPOINTED ALTA TRUST, A TRUST COMPANY ORGANIZED UNDER THE LAWS OF SOUTH DAKOTA, AS THE SUCCESSOR TRUSTEE TO THE TRUST, CONCURRENTLY WITH THE REMOVAL OF TIAA TRUST AS TRUSTEE AS OF DECEMBER 17, 2024. SIMULTANEOUSLY, ONEBRIDGE BENEFITS, INC. WAS APPOINTED AS THE SUCCESSOR RECORDKEEPER. |
| FORM 990-EZ, PART I, AMENDED RETURN EXPLANATION | THE ORGANIZATION ORIGINALLY FILED A TIMELY FORM 990-N FOR THE TAX YEAR ENDING DECEMBER 31, 2024. AFTER FURTHER REVIEW, IT WAS DETERMINED THAT THE TRUST DOES NOT QUALIFY TO FILE FORM 990-N, AS ITS GROSS RECEIPTS EXCEEDED THE $50,000 THRESHOLD FOR THE APPLICABLE TAX YEAR. ACCORDINGLY, THIS AMENDED FORM 990 IS BEING SUBMITTED TO ACCURATELY REPORT THE ORGANIZATION'S FINANCIAL ACTIVITY IN COMPLIANCE WITH IRS FILING REQUIREMENTS. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |