Civic Intelligence

Bellsouth Corporation Rfa Veba Trust

EIN 04-6906460 • 501(c)9 • Dallas, TX

Profile

Payment of life insurance and medical benefit expenses for at&t, inc. Retirees and their dependents.

208 S Akard Street Room 1825Dallas, TX 75202

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

45th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

100th percentile

921%

Higher net margin than 100% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

74th percentile

$38,149

Higher top officer pay than 74% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

16th percentile

-81%

Faster asset growth than 16% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$1,495,029

Down $6,269,255 (-81%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,495,029

Down $6,269,255 (-81%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$804,678

Down $1,958,228 (-170%) from 2023

Expenses

Down

$6,610,000

Down $8,595,339 (-57%) from 2023

Net Income

Up

-$7,414,678

Up $6,637,111 (+47%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300M$200M$100M$0-$100MAssets 2010: $220,120,022Liabilities 2010: $6,289Net Assets 2010: $220,113,7332010Assets 2011: $202,851,992Liabilities 2011: $8,407Net Assets 2011: $202,843,5852011Assets 2012: $228,605,530Liabilities 2012: $5,570Net Assets 2012: $228,599,9602012Assets 2013: $219,407,892Liabilities 2013: $2,044,931Net Assets 2013: $217,362,9612013Assets 2014: $132,568,915Liabilities 2014: $566,349Net Assets 2014: $132,002,5662014Assets 2015: $32,464,725Liabilities 2015: -$106Net Assets 2015: $32,464,8312015Assets 2016: $22,403,195Liabilities 2016: $35Net Assets 2016: $22,403,1602016Assets 2017: $25,551,225Liabilities 2017: $43Net Assets 2017: $25,551,1822017Assets 2018: $26,928,588Liabilities 2018: $41Net Assets 2018: $26,928,5472018Assets 2019: $27,277,532Liabilities 2019: $41Net Assets 2019: $27,277,4912019Assets 2020: $27,240,702Liabilities 2020: $0Net Assets 2020: $27,240,7022020Assets 2021: $26,977,262Liabilities 2021: $0Net Assets 2021: $26,977,2622021Assets 2022: $27,230,183Liabilities 2022: $0Net Assets 2022: $27,230,1832022Assets 2023: $7,764,284Liabilities 2023: $0Net Assets 2023: $7,764,2842023Assets 2024: $1,495,029Liabilities 2024: $0Net Assets 2024: $1,495,0292024

Highlighted filing

2024

Assets$1,495,029
Liabilities$0
Net Assets$1,495,029
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150M$100M$50M$0-$50M-$100MRevenue 2010: $14,291,698Expenses 2010: $14,557,315Net Income 2010: -$265,6172010Revenue 2011: $9,484,037Expenses 2011: $9,576,439Net Income 2011: -$92,4022011Revenue 2012: $12,270,964Expenses 2012: $5,450,914Net Income 2012: $6,820,0502012Revenue 2013: $55,439,481Expenses 2013: $51,722,393Net Income 2013: $3,717,0882013Revenue 2014: $2,693,634Expenses 2014: $86,172,186Net Income 2014: -$83,478,5522014Revenue 2015: $3,687,109Expenses 2015: $101,623,398Net Income 2015: -$97,936,2892015Revenue 2016: $2,398,370Expenses 2016: $12,393,419Net Income 2016: -$9,995,0492016Revenue 2017: $906,029Expenses 2017: $135,480Net Income 2017: $770,5492017Revenue 2018: $1,579,744Expenses 2018: $220,063Net Income 2018: $1,359,6812018Revenue 2019: -$2,085,216Expenses 2019: $73,653Net Income 2019: -$2,158,8692019Revenue 2020: $5,870,289Expenses 2020: $2,186,603Net Income 2020: $3,683,6862020Revenue 2021: $370,911Expenses 2021: $69,896Net Income 2021: $301,0152021Revenue 2022: $10,534Expenses 2022: $85,313Net Income 2022: -$74,7792022Revenue 2023: $1,153,550Expenses 2023: $15,205,339Net Income 2023: -$14,051,7892023Revenue 2024: -$804,678Expenses 2024: $6,610,000Net Income 2024: -$7,414,6782024

Highlighted filing

2024

Revenue-$804,678
Expenses$6,610,000
Net Income-$7,414,678
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,495,029
Liabilities
$0
Net assets
$1,495,029
Revenue
-$804,678
Expenses
$6,610,000
Net income
-$7,414,678
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.00$1.50$0.80$6.61$7.41
2023Detailed filing. Detailed filing data is available for this year.$7.76$0.00$7.76$1.15$15.2$14.1
2022Detailed filing. Detailed filing data is available for this year.$27.2$0.00$27.2$0.01$0.09$0.07
2021Detailed filing. Detailed filing data is available for this year.$27.0$0.00$27.0$0.37$0.07$0.30
2020Detailed filing. Detailed filing data is available for this year.$27.2$0.00$27.2$5.87$2.19$3.68
2019Detailed filing. Detailed filing data is available for this year.$27.3$0.00$27.3$2.09$0.07$2.16
2018Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$1.58$0.22$1.36
2017Detailed filing. Detailed filing data is available for this year.$25.6$0.00$25.6$0.91$0.14$0.77
2016Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$2.40$12.4$10.00
2015Summary only. Only limited summary data is available for this year.$32.5$0.00$32.5$3.69$102$97.9
2014Summary only. Only limited summary data is available for this year.$133$0.57$132$2.69$86.2$83.5
2013Summary only. Only limited summary data is available for this year.$219$2.04$217$55.4$51.7$3.72
2012Summary only. Only limited summary data is available for this year.$229$0.01$229$12.3$5.45$6.82
2011Summary only. Only limited summary data is available for this year.$203$0.01$203$9.48$9.58$0.09
2010Summary only. Only limited summary data is available for this year.$220$0.01$220$14.3$14.6$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 8, 2025
Return Version
2024v5.2
Gross Receipts
$61,978
Mission and Program Overview

Mission

Payment of life insurance benefit expenses for at&t, inc. Retirees and their dependents.

To fund benefit expenses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$7,764,284$1,495,029▼ $6,269,255
Investments Other Securities$760,070$843,253▲ $83,183
Investments in Publicly Traded Securities$6,965,709$624,962▼ $6,340,747
Savings and Temporary Cash Investments$38,505$26,136▼ $12,369
Accounts Receivable$0$678▲ $678
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$7,764,284$1,495,029▼ $6,269,255
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,764,284$1,495,029▼ $6,269,255
Total Liabilities and Net Assets / Fund Balance$7,764,284$1,495,029▼ $6,269,255

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$843,253--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Bny MellonTrusteeFT$38,149$38,149
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-804,678
Other Revenue
$0
Change in Net Assets
$-7,414,678
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$38,149
Other Expenses$9,924
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$6,561,927
Current Officers, Directors, Trustees, and Key Employees---$38,149
Fees for Service Investment Mgmnt Fees---$4,579
Other Expenses---$3,697
Fees for Services Other---$1,582
Fees for Services Accounting---$66
Total Functional Expenses$0$0$0$6,610,000
International Activity

International Summary

Offices
0
Employees
0
Spending
$2,491,198

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (Including Iceland and Greenland)Investments-00$2,428,306
North AmericaInvestments-00$49,185
East Asia and the PacificInvestments-00$13,707
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Describe process used by mgmt &/or governing body to review 990 the form 990 is prepared by an outside firm based on the information provided by at&t, inc. And is reviewed by the tax department of at&t, inc. Before filing.”

Form 990, Part VI, Section C, Line 19

“Availability of governing documents, conflict of interest policy, & financial statements to general public this is an irc section 501(c)(9) voluntary employees' beneficiary association which covers only eligible retirees of at&t, inc. There is no solicitation of contributions or involvement of the general public. Therefore, these documents are not made available to the general public. Documents are available upon written request for members of the veba by writing to: veba at&t, inc. 208 s. Akard street, room 1825 dallas, tx 75202”

Filing and Contact Details

Filer

Filer Name
Bellsouth Corporation Rfa Veba Trust
EIN
04-6906460
In Care Of
% AT&T INC
Phone
2144868949
Address
208 S AKARD STREET ROOM 1825, DALLAS, TX 75202

Signing Officer

Name
Ingrid Berner
Title
Senior VP-tax
Phone
2673303000
Signed
2025-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ingrid Berner
Formed
2000
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
PwC US Tax LLP
Address
2001 MARKET ST SUITE 1800, PHILADELPHIA, PA 19103
Preparer
Erica R Mcreynolds Partner
Phone
2673303000
Supplemental Narrative

Additional Explanations

Form 990, Part IV, Line 32

“Inapplicability of schedule n the net asset reduction is due to normal business operations to accomplish the organization's exempt purpose.”

Form 990, Part V, Line 4B - Foreign Countries (continued)

“Norway poland portugal south korea sweden”

Raw XML Appendix400 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO FUND BENEFIT EXPENSES.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt06561927
IRS990/BooksInCareOfDetail/PersonNm0ATT INC
IRS990/BooksInCareOfDetail/PhoneNum02144868949
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0208 S AKARD STREET ROOM 1825
IRS990/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd075202
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IRS990/CntrctRcvdGreaterThan100KCnt00
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt038149
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IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
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IRS990/CostOfGoodsSoldAmt00
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IRS990/CYBenefitsPaidToMembersAmt06561927
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-804678
IRS990/CYOtherExpensesAmt09924
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-7414678
IRS990/CYSalariesCompEmpBnftPaidAmt038149
IRS990/CYTotalExpensesAmt06610000
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0-804678
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
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IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
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IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt06561927
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt066
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt01582
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04579
IRS990/ForeignActivitiesInd0true
IRS990/ForeignCountryCd0BR
IRS990/ForeignCountryCd1CA
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IRS990/ForeignCountryCd9MO
IRS990/ForeignFinancialAccountInd0true
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.0
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0BNY MELLON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt038149
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
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IRS990/Form990TFiledInd0true
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IRS990/FSAuditedInd0false
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IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-866656
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt00
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
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IRS990/InvestmentIncomeGrp/ExclusionAmt061978
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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0760070
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IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1North America
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2East Asia and the Pacific
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INAPPLICABILITY OF SCHEDULE N THE NET ASSET REDUCTION IS DUE TO NORMAL BUSINESS OPERATIONS TO ACCOMPLISH THE ORGANIZATION'S EXEMPT PURPOSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NORWAY POLAND PORTUGAL SOUTH KOREA SWEDEN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIBE PROCESS USED BY MGMT &/OR GOVERNING BODY TO REVIEW 990 THE FORM 990 IS PREPARED BY AN OUTSIDE FIRM BASED ON THE INFORMATION PROVIDED BY AT&T, INC. AND IS REVIEWED BY THE TAX DEPARTMENT OF AT&T, INC. BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, & FINANCIAL STATEMENTS TO GENERAL PUBLIC THIS IS AN IRC SECTION 501(C)(9) VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION WHICH COVERS ONLY ELIGIBLE RETIREES OF AT&T, INC. THERE IS NO SOLICITATION OF CONTRIBUTIONS OR INVOLVEMENT OF THE GENERAL PUBLIC. THEREFORE, THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC. DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST FOR MEMBERS OF THE VEBA BY WRITING TO: VEBA AT&T, INC. 208 S. AKARD STREET, ROOM 1825 DALLAS, TX 75202
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART IV, LINE 32
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART V, LINE 4B - FOREIGN COUNTRIES (CONTINUED)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0INGRID BERNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VP-TAX
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BELLSOUTH CORPORATION RFA VEBA TRUST
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PwC US Tax LLP
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
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ReturnHeader/PreparerPersonGrp/PhoneNum02673303000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERICA R MCREYNOLDS PARTNER
ReturnHeader/ReturnTs02025-10-09T15:47:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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