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Nonprofit · EIN 88-3763567

EMPLOYER VEBA TRUST OF J DAVID GLAD STONE INSTITUTES

Tax-exempt · CLINTON, IA 52733

Financials

$103K$2K2023$137K$3K2024
Revenue Expenses · by fiscal year end
Financials of EMPLOYER VEBA TRUST OF J DAVID GLAD STONE INSTITUTES by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$136,765$3,199$133,566$279,902$0$279,902
December 31, 2023990-EZ$102,836$1,953$100,883$154,747$0$154,747
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$97,243
Investment income
$39,522
Net gain from sales of assets
$28,238
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$321
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$154,747
Total assets, end of year
$279,902
Total liabilities, end of year
$0
Net assets, end of year
$279,902
Publicly traded securities
$279,902
Gross receipts
$440,232
Employees
0
Volunteers
0
Year formed
2022
State of legal domicile
SD

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 / weekCompensationOther / benefits
TIAA TRUST NATRUSTEE
Institutional trustee
0$0$750
ALTA TRUSTTRUSTEE
Institutional trustee
0$0$1
990-EZ for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
TIAA TRUST NATRUSTEE1$750

Address and contacts

Address (IRS master file)
PO BOX 4391, CLINTON, IA 52733-4391
In care of
% CARE OF ONEBRIDGE BENEFITS INC TP
Principal officer (990 for 2024)
PATRICIA REIMANN, PO BOX 4391, CLINTON, IA 527334391
Signed the 990
PATRICIA REIMANN, TRUSTEE REPRESENTATIVE
Phone
(716) 245-6100
Return prepared by
ONEBRIDGE BENEFITS INC

Mission

THE TRUST HAS BEEN ESTABLISHED TO PROVIDE ACTIVE AND FORMER EMPLOYEES WITH HEALTH REIMBURSEMENT BENEFITS AS SET FORTH IN THE RELATED PLAN AND TO PROVIDE PAYMENT FOR HEALTH EXPENSES AS PERMITTED BY SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE.

990 for the year ended December 31, 2024

Program accomplishments

  • ALL EXPENSES INCURRED HAVE BEEN APPLIED IN ACCORDANCE WITH THE STATED MISSION FOR ACTIVE AND FORMER EMPLOYEES, AND TO DEFRAY THE COST OF ADMINISTERING 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
88-3763567
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2026
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$279,902
Income (IRS master file)
$440,232

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$136,765$3,199$279,902IRS
990-EZDecember 2023$102,836$1,953$154,747XML

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 88-3763567).

Questions about EMPLOYER VEBA TRUST OF J DAVID GLAD STONE INSTITUTES

What is the EIN of EMPLOYER VEBA TRUST OF J DAVID GLAD STONE INSTITUTES?
The employer identification number (EIN) of EMPLOYER VEBA TRUST OF J DAVID GLAD STONE INSTITUTES is 88-3763567.
Is EMPLOYER VEBA TRUST OF J DAVID GLAD STONE INSTITUTES tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2026.
Are donations to EMPLOYER VEBA TRUST OF J DAVID GLAD STONE INSTITUTES tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does EMPLOYER VEBA TRUST OF J DAVID GLAD STONE INSTITUTES 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 EMPLOYER VEBA TRUST OF J DAVID GLAD STONE INSTITUTES 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 EMPLOYER VEBA TRUST OF J DAVID GLAD STONE INSTITUTES 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 EMPLOYER VEBA TRUST OF J DAVID GLAD STONE INSTITUTES?
The 990 for the year ended December 31, 2024 names PATRICIA REIMANN.
Who are the officers and directors of EMPLOYER VEBA TRUST OF J DAVID GLAD STONE INSTITUTES?
The 990 for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does EMPLOYER VEBA TRUST OF J DAVID GLAD STONE INSTITUTES have?
On its 990 for the year ended December 31, 2024 it reported revenue of $136,765, expenses of $3,199 and total assets of $279,902 at year end.

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