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Nonprofit · EIN 13-3663180

CARPENTER TECHNOLOGY CORPORATION POST-RETIREMENT VOLUNTARY EMPLOYEE

Tax-exempt · READING, PA 19612

Financials

$6.8M$15.5M2023$5.6M$13.2M2024
Revenue Expenses · by fiscal year end
Financials of CARPENTER TECHNOLOGY CORPORATION POST-RETIREMENT VOLUNTARY EMPLOYEE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990 (amended)$5,600,367$13,182,875-$7,582,508$141,281,580$0$141,281,580
December 31, 2023990 (amended)$6,801,951$15,494,487-$8,692,536$124,188,109$0$124,188,109
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,683,150
Investment income
$3,917,217
Net gain from sales of assets
$1,896,159
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$9,279,674
Compensation of officers, directors and key employees
$16,500
Salaries, compensation and benefits (total)
$16,500
Professional fundraising fees
$0
Accounting fees
$39,190

Balance sheet and other

Total assets, start of year
$124,188,109
Total assets, end of year
$141,281,580
Total liabilities, end of year
$0
Net assets, end of year
$141,281,580
Publicly traded securities
$141,262,895
Gross unrelated business income
$3,917,217
Gross receipts
$20,750,940
Employees
0
Volunteers
0
Year formed
1995
State of legal domicile
NY

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JP MORGAN CHASE BANK N ATRUSTEE
Institutional trustee
40$16,500
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
JP MORGAN CHASE BANK N ATRUSTEE
Institutional trustee
40$16,500

Address and contacts

Address (IRS master file)
PO BOX 14662, READING, PA 19612-4662
In care of
% ANASTASIA D YUELYS
Principal officer (990 for 2024)
MICHAEL HANEY, PO BOX 14662, READING, PA 196124662
Signed the 990
MICHAEL HANEY, TREASURER
Phone
(610) 208-3034
Return prepared by
SCHNEIDER DOWNS & CO INC

Mission

THE PRIMARY EXEMPT PURPOSE IS TO PAY POST-RETIREMENT BENEFITS TO ELIGIBLE INDIVIDUALS PURSUANT TO THE CARPENTER TECHNOLOGY CORPORATION VEBA TRUST.

990 for the year ended December 31, 2024

Program accomplishments

  • PAYMENT OF POST-RETIREMENT BENEFITS PURSUANT TO CARPENTER TECHNOLOGY VEBA TRUST.

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

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
13-3663180
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1995
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$141,281,580
Income (IRS master file)
$20,750,940

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$5,600,367$13,182,875$141,281,580XML
990December 2023$6,801,951$15,494,487$124,188,109XML
990December 2022$8,543,048$12,527,966$112,224,897IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––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 13-3663180).

Questions about CARPENTER TECHNOLOGY CORPORATION POST-RETIREMENT VOLUNTARY EMPLOYEE

What is the EIN of CARPENTER TECHNOLOGY CORPORATION POST-RETIREMENT VOLUNTARY EMPLOYEE?
The employer identification number (EIN) of CARPENTER TECHNOLOGY CORPORATION POST-RETIREMENT VOLUNTARY EMPLOYEE is 13-3663180.
Is CARPENTER TECHNOLOGY CORPORATION POST-RETIREMENT VOLUNTARY EMPLOYEE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1995.
Are donations to CARPENTER TECHNOLOGY CORPORATION POST-RETIREMENT VOLUNTARY EMPLOYEE tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CARPENTER TECHNOLOGY CORPORATION POST-RETIREMENT VOLUNTARY EMPLOYEE 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 CARPENTER TECHNOLOGY CORPORATION POST-RETIREMENT VOLUNTARY EMPLOYEE due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CARPENTER TECHNOLOGY CORPORATION POST-RETIREMENT VOLUNTARY EMPLOYEE last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of CARPENTER TECHNOLOGY CORPORATION POST-RETIREMENT VOLUNTARY EMPLOYEE?
The 990 for the year ended December 31, 2024 names MICHAEL HANEY.
Who are the officers and directors of CARPENTER TECHNOLOGY CORPORATION POST-RETIREMENT VOLUNTARY EMPLOYEE?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $16,500 (JP MORGAN CHASE BANK N A, TRUSTEE).
How much revenue does CARPENTER TECHNOLOGY CORPORATION POST-RETIREMENT VOLUNTARY EMPLOYEE have?
On its 990 for the year ended December 31, 2024 it reported revenue of $5,600,367, expenses of $13,182,875 and total assets of $141,281,580 at year end.

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