EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR UNIVERSITY OF: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR UNIVERSITY OF (EIN 04-7026331)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-23
- IRS object ID
- 201332049349200628
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-23T13:25:33-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 047026331 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF INDIANAPOLIS EMPLOYEE VEBA TR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INDI | NameControl |
| Phone | 8775353910 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8625 ANDREW CARNEGIE BLVD ATTN CORP | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28262 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN COLLIER | Name |
| Title | SVP,HEAD OF TAX | Title |
| Phone | 8775353910 | Phone |
| Date Signed | 2013-07-23 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | www.uindy.edu | WebSite |
| Organization501c | X | Organization501c |
| Gross Receipts | 52344 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Program Service Revenue | 27357 | ProgramServiceRevenue |
| Investment Income | 3419 | InvestmentIncome |
| Gross Amount From Sale Of Assets | 21568 | GrossAmountFromSaleOfAssets |
| Cost Other Basis And Sales Expenses | 21207 | CostOtherBasisAndSalesExpenses |
| Gain Or Loss From Sale Of Assets | 361 | GainOrLossFromSaleOfAssets |
| Total Revenue | 31137 | TotalRevenue |
| Benefits Paid To Or For Members | 15983 | BenefitsPaidToOrForMembers |
| Fees And Oth Pymt To Ind Contractors | 315 | FeesAndOthPymtToIndContractors |
| Total Expenses | 16298 | TotalExpenses |
| Excess Or Deficit For Year | 14839 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 83121 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 7428 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 105388 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83121 | BOY |
| EOY | 105388 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land And Buildings | LandAndBuildings | |
| Other Assets Total | OtherAssetsTotal |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83121 | BOY |
| EOY | 105388 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83121 | BOY |
| EOY | 105388 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | TO 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. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS. | DescriptionProgramServiceAccom |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIAA-CREF Trust Company | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 750 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | true | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIAA-CREF TRUST COMPANY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8625 Andrew Carnegie Blvd | AddressLine1 |
| City | Charlotte | City |
| State | NC | State |
| ZIP Code | 28262 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8775353910 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| EXPLANATION FOR FORM 990-EZ, PART V, LINE 34 | On December 30, 2011, the University of Indianapolis and TIAA-CREF Trust Company signed an amended and restated Trust Agreement for the University of Indianapolis Employee VEBA Trust. | |
| HEADING, ITEM B | TIAA-CREF TRUST COMPANY PART I, LINE 20 AN ADJUSTMENT TO THE CURRENT YEAR NET ASSETS OF $7,428 REPRESENTS UNREALIZED GAINS ON INVESTMENTS CARRIED AT FMV. | THE ORGANIZATION'S ADDRESS CHANGED TO THE ADDRESS OF THE TRUSTEE |
| Other Increases in Net Assets or Fund Balances | UNREALIZED GAINS ON INVESTMENTS 7428 | Form 990-EZ, Part I, Line 20 |