Nonprofit · EIN 30-6090486
PANHANDLE NON-UNION VEBA TO PROVIDE FOR RETIREE HEALTH CARE AND OTHER
Tax-exempt · BRENTWOOD, NY 11717
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $5,732,415 | $6,727,931 | -$995,516 | $126,222,232 | $0 | $126,222,232 |
| December 31, 2024 | 990 | $5,336,438 | $5,220,466 | $115,972 | $127,218,428 | $0 | $127,218,428 |
| December 31, 2023 | 990 | $5,149,494 | $5,227,302 | -$77,808 | $127,103,536 | $0 | $127,103,536 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,423,178
- Investment income
- $4,308,993
- Net gain from sales of assets
- $290,968
- Other revenue
- $244
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $5,294,709
- Compensation of officers, directors and key employees
- $5,768
- Salaries, compensation and benefits (total)
- $5,768
- Professional fundraising fees
- $0
- Program services (functional)
- $6,727,931
Balance sheet and other
- Total assets, start of year
- $127,218,428
- Total assets, end of year
- $126,222,232
- Total liabilities, end of year
- $0
- Net assets, end of year
- $126,222,232
- Publicly traded securities
- $125,528,720
- Gross unrelated business income
- $4,309,237
- Gross receipts
- $5,991,447
- Employees
- 0
- Year formed
- 2016
- State of legal domicile
- OH
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL BANK - PCS TAX | TRUSTEE Institutional trustee | 1 | $5,768 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL BANK - PCS TAX | TRUSTEE Institutional trustee | 1 | $5,291 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL BANK - PCS TAX | TRUSTEE Institutional trustee | 1 | $4,662 |
Address and contacts
- Address (IRS master file)
- PO BOX 9006, BRENTWOOD, NY 11717-9006
- In care of
- % BANK ONE TRUST CO NA - COLS
- Principal officer (990 for 2025)
- PRINCIPAL FINANCIAL GROUP, PO BOX 10316, DES MOINES, IA 50306
- Signed the 990
- -, TRUSTEE
- Phone
- (602) 562-0883
- Return prepared by
- PWC US TAX LLP
Mission
THE VEBA TRUST IS THE FUNDING VEHICLE FOR THE PLAN SPONSER'S PAYMENT OF HEALTH AND WELFAIRE OF NON-UNION RETIREES
Program accomplishments
- N/A - THIS IS A VEBA TRUST - FUNDING VEHICLE FOR THE PLAN
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 30-6090486
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $126,222,232
- Income (IRS master file)
- $5,991,447
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $5,732,415 | $6,727,931 | $126,222,232 | IRS |
| 990 | December 2024 | $5,336,438 | $5,220,466 | $127,218,428 | IRS |
| 990 | December 2023 | $5,149,494 | $5,227,302 | $127,103,536 | XML |
| 990 | December 2022 | $4,307,070 | $5,195,662 | $127,204,576 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 30-6090486).
Questions about PANHANDLE NON-UNION VEBA TO PROVIDE FOR RETIREE HEALTH CARE AND OTHER
- What is the EIN of PANHANDLE NON-UNION VEBA TO PROVIDE FOR RETIREE HEALTH CARE AND OTHER?
- The employer identification number (EIN) of PANHANDLE NON-UNION VEBA TO PROVIDE FOR RETIREE HEALTH CARE AND OTHER is 30-6090486.
- Is PANHANDLE NON-UNION VEBA TO PROVIDE FOR RETIREE HEALTH CARE AND OTHER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2005.
- Are donations to PANHANDLE NON-UNION VEBA TO PROVIDE FOR RETIREE HEALTH CARE AND OTHER tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PANHANDLE NON-UNION VEBA TO PROVIDE FOR RETIREE HEALTH CARE AND OTHER 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 PANHANDLE NON-UNION VEBA TO PROVIDE FOR RETIREE HEALTH CARE AND OTHER due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PANHANDLE NON-UNION VEBA TO PROVIDE FOR RETIREE HEALTH CARE AND OTHER last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of PANHANDLE NON-UNION VEBA TO PROVIDE FOR RETIREE HEALTH CARE AND OTHER?
- The 990 for the year ended December 31, 2025 names PRINCIPAL FINANCIAL GROUP.
- Who are the officers and directors of PANHANDLE NON-UNION VEBA TO PROVIDE FOR RETIREE HEALTH CARE AND OTHER?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,768 (PRINCIPAL BANK - PCS TAX, TRUSTEE).
- How much revenue does PANHANDLE NON-UNION VEBA TO PROVIDE FOR RETIREE HEALTH CARE AND OTHER have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $5,732,415, expenses of $6,727,931 and total assets of $126,222,232 at year end.
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