Nonprofit · EIN 37-6700105
HELEN NEWBERRY JOY HOSPITAL POST EMPLOYMENT HEALTH PLAN VEBA TRUST
Also known as TIAA-CREF TRUST COMPANY TTEE
Tax-exempt · CHARLOTTE, NC 28262
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $181,000 | $105,364 | $75,636 | $4,047,479 | $0 | $4,047,479 |
| December 31, 2023 | 990 | $334,732 | $88,113 | $246,619 | $3,862,967 | $0 | $3,862,967 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,313
- Investment income
- $177,687
- Net gain from sales of assets
- -$3,070
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $81,394
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $81,394
- Management and general (functional)
- $23,970
Balance sheet and other
- Total assets, start of year
- $3,862,967
- Total assets, end of year
- $4,047,479
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,047,479
- Publicly traded securities
- $1,289,730
- Gross receipts
- $402,222
- Employees
- 0
- Year formed
- 2018
- State of legal domicile
- MO
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIAA TRUST NA | TRUSTEE Institutional trustee | 1 | $1,500 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIAA TRUST NA | TRUSTEE Institutional trustee | 1 | $1,500 |
Address and contacts
- Address (IRS master file)
- 8625 ANDREW CARNEGIE BLVD, CHARLOTTE, NC 28262-8551
- In care of
- % TIAA FSB
- Principal officer (990 for 2024)
- AMY MCCREARY, 211 NORTH BROADWAY STE 1000, ST LOUIS, MO 63102
- Signed the 990
- DENISE BECHARD, VICE PRESIDENT
- Phone
- (877) 535-3910
- Return prepared by
- DELOITTE TAX LLP
Mission
TO FUND PLAN BENEFITS FOR EMPLOYEES AND FORMER EMPLOYEES ELIGIBLE TO RECEIVE RETIREE HEALTH BENEFITS UNDER THE PLAN.
Program accomplishments
- HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.
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 | Not 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
- 37-6700105
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2020
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $4,047,479
- Income (IRS master file)
- $402,222
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $181,000 | $105,364 | $4,047,479 | IRS |
| 990 | December 2023 | $334,732 | $88,113 | $3,862,967 | XML |
| 990 | December 2022 | $256,073 | $104,120 | $3,479,555 | 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 37-6700105).
Questions about HELEN NEWBERRY JOY HOSPITAL POST EMPLOYMENT HEALTH PLAN VEBA TRUST
- What is the EIN of HELEN NEWBERRY JOY HOSPITAL POST EMPLOYMENT HEALTH PLAN VEBA TRUST?
- The employer identification number (EIN) of HELEN NEWBERRY JOY HOSPITAL POST EMPLOYMENT HEALTH PLAN VEBA TRUST is 37-6700105.
- Is HELEN NEWBERRY JOY HOSPITAL POST EMPLOYMENT HEALTH PLAN VEBA TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2020.
- Are donations to HELEN NEWBERRY JOY HOSPITAL POST EMPLOYMENT HEALTH PLAN VEBA TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HELEN NEWBERRY JOY HOSPITAL POST EMPLOYMENT HEALTH PLAN VEBA TRUST 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 HELEN NEWBERRY JOY HOSPITAL POST EMPLOYMENT HEALTH PLAN VEBA TRUST 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 HELEN NEWBERRY JOY HOSPITAL POST EMPLOYMENT HEALTH PLAN VEBA TRUST 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 HELEN NEWBERRY JOY HOSPITAL POST EMPLOYMENT HEALTH PLAN VEBA TRUST?
- The 990 for the year ended December 31, 2024 names AMY MCCREARY.
- Who are the officers and directors of HELEN NEWBERRY JOY HOSPITAL POST EMPLOYMENT HEALTH PLAN VEBA TRUST?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $1,500 (TIAA TRUST NA, TRUSTEE).
- How much revenue does HELEN NEWBERRY JOY HOSPITAL POST EMPLOYMENT HEALTH PLAN VEBA TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $181,000, expenses of $105,364 and total assets of $4,047,479 at year end.
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