Nonprofit · EIN 47-6377585
UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFITS TR
Also known as SUZANNE PARANJPE TTEE
Tax-exempt · WASHINGTON, DC 20006
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $65,602,179 | $29,195,811 | $36,406,368 | $799,450,599 | $412,871 | $799,037,728 |
| December 31, 2023 | 990 | $41,916,958 | $26,134,142 | $15,782,816 | $752,749,794 | $468,191 | $752,281,603 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $20,566,486
- Investment income
- $45,011,904
- Net gain from sales of assets
- $28,471,589
- Other revenue
- $23,789
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $25,668,133
- Compensation of officers, directors and key employees
- $117,143
- Salaries, compensation and benefits (total)
- $117,143
- Professional fundraising fees
- $0
- Legal fees
- $21,085
- Accounting fees
- $115,770
Balance sheet and other
- Total assets, start of year
- $752,749,794
- Total assets, end of year
- $799,450,599
- Total liabilities, end of year
- $412,871
- Net assets, end of year
- $799,037,728
- Publicly traded securities
- $404,229,426
- Gross receipts
- $65,602,179
- Employees
- 0
- Volunteers
- 1
- Year formed
- 2014
- State of legal domicile
- MI
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 | From related orgs |
|---|---|---|---|---|
| SUZANNE DANIELS | CHAIRPERSON Trustee or director | 2 | $26,987 | $85,892 |
| GARY PETRONI | COMMITTEE MEMBER Trustee or director | 0.5 | $21,457 | $85,636 |
| JACK MARTIN | COMMITTEE MEMBER Trustee or director | 0.5 | $21,457 | $85,288 |
| FRANCINE PARKER | COMMITTEE MEMBER Trustee or director | 0.5 | $21,457 | $76,933 |
| TIMOTHY BRIDGES | COMMITTEE MEMBER Trustee or director | 0.5 | $15,160 | $0 |
| ROBERT RIGGINS | COMMITTEE MEMBER Trustee or director | 0.5 | $3,007 | $0 |
| ALLEN PENLEY | COMMITTEE MEMBER Trustee or director | 0.5 | $1,025 | $0 |
| ADAM STEVENSON | COMMITTEE MEMBER Trustee or director | 0.5 | $0 | $0 |
| COMERICA BANK | INSTITUTIONAL TRUSTEE Institutional trustee | 0.5 | $0 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| SUZANNE DANIELS | CHAIRPERSON Trustee or director | 2 | $21,531 | $67,793 |
| GARY PETRONI | COMMITTEE MEMBER Trustee or director | 0.5 | $17,470 | $70,749 |
| JACK MARTIN | COMMITTEE MEMBER Trustee or director | 0.5 | $17,470 | $63,737 |
| FRANCINE PARKER | COMMITTEE MEMBER Trustee or director | 0.5 | $15,723 | $64,353 |
| ALLEN PENLEY | COMMITTEE MEMBER Trustee or director | 0.5 | $15,723 | $0 |
| TIM BRESSLER | COMMITTEE MEMBER Trustee or director | 0.5 | $0 | $0 |
| ROBERT RIGGINS | COMMITTEE MEMBER Trustee or director | 0.5 | $0 | $0 |
| JOHN EBLIN | COMMITTEE MEMBER Trustee or director | 0.5 | $0 | $0 |
| COMERICA BANK | INSTITUTIONAL TRUSTEE Institutional trustee | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1701 PENNSYLVANIA AVE NW STE 1200, WASHINGTON, DC 20006-5811
- In care of
- % BENESYS
- Principal officer (990 for 2024)
- SUZANNE DANIELS
- Signed the 990
- SUZANNE DANIELS, CHAIRPERSON
- Phone
- (202) 857-0620
- Return prepared by
- PLANTE & MORAN PLLC
Mission
THE TRUST WAS ESTABLISHED AND IS CONTINUED FOR THE PURPOSE OF PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
Program accomplishments
- PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS
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
- 47-6377585
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $799,450,599
- Income (IRS master file)
- $65,602,179
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $65,602,179 | $29,195,811 | $799,450,599 | XML |
| 990 | December 2023 | $41,916,958 | $26,134,142 | $752,749,794 | XML |
| 990 | December 2022 | $65,387,184 | $22,967,684 | $716,301,763 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 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 47-6377585).
Questions about UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFITS TR
- What is the EIN of UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFITS TR?
- The employer identification number (EIN) of UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFITS TR is 47-6377585.
- Is UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFITS TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2016.
- Are donations to UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFITS TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFITS TR 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 UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFITS TR 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 UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFITS TR 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 UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFITS TR?
- The 990 for the year ended December 31, 2024 names SUZANNE DANIELS.
- Who are the officers and directors of UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFITS TR?
- The 990 for the year ended December 31, 2024 lists 9 people; 7 received compensation from the organization, the highest $26,987 (SUZANNE DANIELS, CHAIRPERSON).
- How much revenue does UAW RETIREES OF DAIMLER TRUCKS NORTH AMERICA WELFARE BENEFITS TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $65,602,179, expenses of $29,195,811 and total assets of $799,450,599 at year end.
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