Nonprofit · EIN 47-6637312
PDS VEBA TR
Tax-exempt (reinstated) · BRENTWOOD, NY 11717
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $45,242,190 | $45,149,932 | $92,258 | $176,505 | $0 | $176,505 |
| December 31, 2024 | 990 | $37,383,657 | $37,377,801 | $5,856 | $84,844 | $0 | $84,844 |
| December 31, 2023 | 990 | $30,446,712 | $30,442,123 | $4,589 | $78,364 | $0 | $78,364 |
| December 31, 2022 | 990 | $2,172,185 | $2,172,043 | $142 | $74,443 | $0 | $74,443 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $45,237,349
- Investment income
- $4,841
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $45,085,170
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $45,149,932
Balance sheet and other
- Total assets, start of year
- $84,844
- Total assets, end of year
- $176,505
- Total liabilities, end of year
- $0
- Net assets, end of year
- $176,505
- Gross receipts
- $45,242,190
- Employees
- 0
- Year formed
- 2014
- State of legal domicile
- CA
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 | $0 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL BANK - PCS TAX | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL BANK - PCS TAX | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL BANK - PCS TAX | TRUSTEE Institutional trustee | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 9006, BRENTWOOD, NY 11717-9006
- In care of
- % WELLS FARGO BANK NA TTEE
- Principal officer (990 for 2025)
- PRINCIPAL BANK - PCS TAX, PO BOX 10316, DES MOINES, IA 50306
- Signed the 990
- PRINCIPAL BANK - PCS TAX, TRUSTEE
- Phone
- (602) 562-0883
- Return prepared by
- PWC US TAX LLP
Mission
ESTABLISHED BENEFIT TRUST PLAN TO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYERS WHO ARE ELIGIBLE FOR COVERAGE
Program accomplishments
- ESTABLISHED BENEFIT TRUST PLAN TO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYERS WHO ARE ELIGIBLE FOR COVERAGE
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
- 47-6637312
- 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 (Y30)
- Assets (IRS master file)
- $176,505
- Income (IRS master file)
- $45,242,190
Revocation and reinstatement
- Exemption revoked
- May 15, 2024
- Posted by the IRS
- February 11, 2025
- Reinstated
- Effective May 15, 2024
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $45,242,190 | $45,149,932 | $176,505 | IRS |
| 990 | December 2024 | $37,383,657 | $37,377,801 | $84,844 | XML |
| 990 | December 2023 | $30,446,712 | $30,442,123 | $78,364 | XML |
| 990 | December 2022 | $2,172,185 | $2,172,043 | $74,443 | XML |
| 990 | November 2021 | – | – | – | IRS |
| 990 | November 2020 | – | – | – | IRS |
| 990 | November 2019 | – | – | – | 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 47-6637312).
Questions about PDS VEBA TR
- What is the EIN of PDS VEBA TR?
- The employer identification number (EIN) of PDS VEBA TR is 47-6637312.
- Is PDS VEBA TR tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2024 and reinstated it effective May 15, 2024.
- Are donations to PDS VEBA TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PDS VEBA 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 PDS VEBA TR 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 PDS VEBA TR 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 PDS VEBA TR?
- The 990 for the year ended December 31, 2025 names PRINCIPAL BANK - PCS TAX.
- Who are the officers and directors of PDS VEBA TR?
- The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does PDS VEBA TR have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $45,242,190, expenses of $45,149,932 and total assets of $176,505 at year end.
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