Liabilities / Assets
67th percentile
Tied with the lowest-debt nonprofits in its peer group.
Carl Zeiss Inc Veba Trust
EIN 13-7072894 • 501(c)9 • Pittsburgh, PA
Profile
Provide benefits to eligible members.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
80th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
99th percentile
Higher net margin than 99% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
82nd percentile
Faster asset growth than 82% of similar nonprofits.
Revenue Growth
60th percentile
Faster revenue growth than 60% of similar nonprofits.
Balance Sheet
Assets
Up$61,680
Up $2,687 (+4.6%) from 2022
Liabilities
Flat$0
Flat from 2022
Net Assets
-
No earlier filing loaded for comparison.
Revenue
Up$2,687
Up $2,331 (+655%) from 2022
Expenses
$0
No earlier filing loaded for comparison.
Net Income
$2,687
No earlier filing loaded for comparison.
Trend Graphs
Filings
Most recent year
2023 • Form 990EZSummary only. Only limited summary data is available for this year.
- Assets
- $61,680
- Liabilities
- $0
- Net assets
- -
- Revenue
- $2,687
- Expenses
- $0
- Net income
- $2,687
Latest Detailed Filing
The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.
Jump To
Filing Snapshot
- Filing Period
- Oct 1, 2021 to Sep 30, 2022
- Signed
- Jul 19, 2023
- Return Version
- 2021v4.1
- Gross Receipts
- $356
Mission and Program Overview
Mission
Provide benefits to eligible members.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDE BENEFITS TO ELIGIBLE MEMBERS. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| - | Trustee (See Schedule O) | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Carl Zeiss Inc Veba Trust
- EIN
- 13-7072894
- Phone
- 4122342242
- Address
- C/O THE BNYM PO BOX 535007, PITTSBURGH, PA 15253-5007
Signing Officer
- Name
- Shelly M Paletta
- Title
- Bnym, Trustee
- Phone
- 4122342242
- Signed
- 2023-07-19
Preparer
- Firm
- Ernst & Young US Llp
- Address
- 2100 ONE PPG PLACE, PITTSBURGH, PA 15222
- Preparer
- Eileen M Webb
- Phone
- 4126447800
Supplemental Narrative
Additional Explanations
Form 990-ez Part IV
“Average hours per week devoted to position: as trustee, the bank of new york mellon provides administrative services such as acting as investment manager for carl zeiss, inc. Veba trust. These services require numerous individual bank employees' involvement in the activities of the organization and thus can not be quantified on an hourly basis, but are calculated based upon factors such as the market value of the”
Form 990-ez Part IV Continued
“Account and in accordance with the bank of new york mellon's agreement with carl zeiss, inc.”
Raw XML Appendix90 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | THE BANK OF NEW YORK MELLON |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4122342242 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 535007 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | PITTSBURGH |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 152535007 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 58637 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 58993 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 356 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 58637 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 58993 |
| IRS990EZ/GrossReceiptsAmt | 0 | 356 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 356 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 58637 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 58993 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 58637 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 58993 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt | 0 | THE BANK OF NEW YORK MELLON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TRUSTEE (SEE SCHEDULE O) |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PROVIDE BENEFITS TO ELIGIBLE MEMBERS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDE BENEFITS TO ELIGIBLE MEMBERS. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 356 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, THE BANK OF NEW YORK MELLON PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR CARL ZEISS, INC. VEBA TRUST. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CAN NOT BE QUANTIFIED ON AN HOURLY BASIS, BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACCOUNT AND IN ACCORDANCE WITH THE BANK OF NEW YORK MELLON'S AGREEMENT WITH CARL ZEISS, INC. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ PART IV |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ PART IV CONTINUED |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SHELLY M PALETTA |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | BNYM, TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4122342242 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-07-19 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CARL ZEISS INC VEBA TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CARL |
| ReturnHeader/Filer/EIN | 0 | 137072894 |
| ReturnHeader/Filer/PhoneNum | 0 | 4122342242 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | C/O THE BNYM PO BOX 535007 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PITTSBURGH |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 152535007 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 346565596 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ERNST & YOUNG US LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2100 ONE PPG PLACE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PITTSBURGH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 15222 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4126447800 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-07-19 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | EILEEN M WEBB |
| ReturnHeader/ReturnTs | 0 | 2023-08-15T15:00:31-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-10-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-09-30 |
| ReturnHeader/TaxYr | 0 | 2021 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
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