Csr Post Retirement Medical Benefit Veba C/O Newport Trust Company LLC: FY2021 Nonprofit Profile & Form 990 (EIN 91-1914549)

Revenue by fiscal year
FY2020	$9K
FY2021	$501
FY2022	$9K
FY2023	$60K
FY2024	$104K
FY2025	$34K

Expenses by fiscal year
FY2020	$494K
FY2021	$419K
FY2022	$418K
FY2023	$243K
FY2024	$286K
FY2025	$209K

Net assets by fiscal year
FY2020	$4.9M
FY2021	$4.4M
FY2022	$3.6M
FY2023	$3.6M
FY2024	$3.4M
FY2025	$3.4M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1999.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

1 person listed on the 990.

Part VII, Section A · reportable compensation

Jennifer Fullmer

Relationship Manager

$0Pt VII · Sec A

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides retiree health reimbursement accounts through a voluntary employee benefit trust.

Provided by the organization

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1 program · in their own filed words · FY2021

01

This type of program does not apply to this type of organization.

Pt IX · col B

By the numbers

The FY2021 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$501

Ln 12

Investment incomeLn 3$501

Money outPt IX

$419K

Ln 25

Owns and owesPt X

$4.4M

net assets · Ln 32

Cash and savingsLn 1–2$720K

Total assetsLn 16$4.4M

LiabilitiesLn 26$0

PeoplePt VI, VII

1

listed · VII A

PaidVII A0

Voting boardVI 1a1

IndependentVI 1b0

2In more detail

Revenue in detailPt VIII

Investment incomeLn 3$501

Gains on assetsLn 7$452

Total revenueLn 12$501

Assets in detailPt X, end of year

SavingsLn 2$720K

Cash and savings togetherLn 1–2$720K

InvestmentsLn 11–13$3.7M

Total assetsLn 16$4.4M

LiabilitiesLn 26$0

Net assetsLn 32$4.4M

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY21	End FY21
Cash and savingsLn 1–2	$647K	$720K
InvestmentsLn 11–13	$4.3M	$3.7M
Total assetsLn 16	$4.9M	$4.4M
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$4.9M	$4.4M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Benefits paid to or for membersLn 4	$240K
Legal feesLn 11b	$26K
Accounting feesLn 11c	$17K
Investment management feesLn 11f	$79K
Other expenses (24a–d)Ln 24	$57K
Total functional expensesLn 25	$419K	$0	$0	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$34K	$209K	−$175K	$3.4M	990 PDF
FY2024	$104K	$286K	−$182K	$3.4M	990 PDF
FY2023	$60K	$243K	−$184K	$3.6M	990 PDF
FY2022	$9K	$418K	−$408K	$3.6M	990 PDF
FY2021 Viewing	$501	$419K	−$419K	$4.4M	990 PDF
FY2020	$9K	$494K	−$486K	$4.9M	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2021 990 (6 parts)

Part I · Summary $501 revenue, 12 lines filed

I-8 Contributions and grants$0

I-9 Program service revenue$0

I-10 Investment incomePrior year $8,725$501

I-11 Other revenue$0

I-12 Total revenuePrior year $8,725$501

I-13 Grants and similar amounts paid$0

I-14 Benefits paid to membersPrior year $275,001$239,698

I-15 Salaries and benefits$0

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $219,428$179,488

I-18 Total expensesPrior year $494,429$419,186

I-19 Revenue less expensesPrior year −$485,704−$418,685

Part VI · Governance 0 of 1 board members independent, 4 to look at

VI-1a Voting members of the governing body1

VI-1b Independent voting members0

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $501 across 4 lines filed

VIII-3 Investment incomeExcluded from tax $49$49

VIII-7 Net gain or loss on sales of assetsExcluded from tax $452$452

VIII-8 Net income from fundraising events$0

VIII-12 Total revenueExcluded from tax $501$501

Part IX · Statement of functional expenses $419,186 across 5 lines filed

IX-4 Benefits paid to or for members$239,698

IX-11b Legal fees$25,711

IX-11c Accounting fees$17,464

IX-11f Investment management fees$79,246

IX-24 Other expenses (24a–d)$57,067

IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$419,186

Part X · Balance sheet $4,428,663 assets, 7 lines filed

X-2 Savings and temporary cash investmentsStart of year $646,640$719,516

X-4 Accounts receivableStart of year $6$7

X-11 Publicly traded securitiesStart of year $4,294,336$3,709,140

X-16 Total assetsStart of year $4,940,982$4,428,663

X-26 Total liabilitiesStart of year $0$0

X-32 Total net assets or fund balancesStart of year $4,940,982$4,428,663

X-33 Total liabilities and net assetsStart of year $4,940,982$4,428,663

Part XI · Reconciliation of net assets $4,428,663 net assets at year end

XI-1 Total revenue$501

XI-2 Total expenses$419,186

XI-3 Revenue less expenses−$418,685

XI-4 Net assets at start of year$4,940,982

XI-5 Net unrealized gains (losses) on investments−$93,634

XI-10 Net assets at end of year$4,428,663

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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Csr Post Retirement Medical Benefit Veba C/O Newport Trust Company LLC FY2021 filing

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