Civic Intelligence

K&L Gates LLP Voluntary Employees Beneficiary Association

EIN 38-7169824 • 501(c)9 • Pittsburgh, PA

View Organization Page

Profile

The sole purpose of the organization is to fund the cost of the k&l gates group health plan benefits.

210 Sixth AvenuePittsburgh, PA 15222

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

52nd percentile

0.00x

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

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

Net Margin

46th percentile

1.2%

Higher net margin than 46% of similar nonprofits.

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

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

97th percentile

102%

Faster asset growth than 97% of similar nonprofits.

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

Revenue Growth

100th percentile

11994%

Faster revenue growth than 100% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$74,501

Up $37,661 (+102%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$74,501

Up $37,661 (+102%) from 2023

Operations
Liabilities / Revenue52nd percentileNet Margin46th percentile

Revenue

Up

$3,025,110

Up $3,000,097 (+11994%) from 2023

Expenses

Up

$2,987,449

Up $2,948,439 (+7558%) from 2023

Net Income

Up

$37,661

Up $51,658 (+369%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

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

$3.0M$2.0M$1.0M$0Assets 2016: $2,179,000Liabilities 2016: $0Net Assets 2016: $2,179,0002016Assets 2017: $9,850Liabilities 2017: $02017Assets 2018: $33,181Liabilities 2018: $02018Assets 2019: $26,145Liabilities 2019: $02019Assets 2020: $2,515,899Liabilities 2020: $0Net Assets 2020: $2,515,8992020Assets 2021: $1,486,601Liabilities 2021: $0Net Assets 2021: $1,486,6012021Assets 2022: $50,837Liabilities 2022: $0Net Assets 2022: $50,8372022Assets 2023: $36,840Liabilities 2023: $0Net Assets 2023: $36,8402023Assets 2024: $74,501Liabilities 2024: $0Net Assets 2024: $74,5012024

Highlighted filing

2024

Assets$74,501
Liabilities$0
Net Assets$74,501
Open 2024 Filing

Operations Trend

Revenue Growth100th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2016: $2,179,000Expenses 2016: $0Net Income 2016: $2,179,0002016Revenue 2017: $13Expenses 2017: $2,169,165Net Income 2017: -$2,169,1522017Revenue 2018: $50,041Expenses 2018: $26,710Net Income 2018: $23,3312018Revenue 2019: $25,007Expenses 2019: $32,043Net Income 2019: -$7,0362019Revenue 2020: $2,497,007Expenses 2020: $7,253Net Income 2020: $2,489,7542020Revenue 2021: $1,461,520Expenses 2021: $2,490,818Net Income 2021: -$1,029,2982021Revenue 2022: $25,023Expenses 2022: $1,460,787Net Income 2022: -$1,435,7642022Revenue 2023: $25,013Expenses 2023: $39,010Net Income 2023: -$13,9972023Revenue 2024: $3,025,110Expenses 2024: $2,987,449Net Income 2024: $37,6612024

Highlighted filing

2024

Revenue$3,025,110
Expenses$2,987,449
Net Income$37,661
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
$74,501
Liabilities
$0
Net assets
$74,501
Revenue
$3,025,110
Expenses
$2,987,449
Net income
$37,661
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.00$0.07$3.03$2.99$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.00$0.04$0.03$0.04$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.00$0.05$0.03$1.46$1.44
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.00$1.49$1.46$2.49$1.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.00$2.52$2.50$0.01$2.49
2019Summary only. Only limited summary data is available for this year.$0.03$0.00$0.03$0.03$0.01
2018Summary only. Only limited summary data is available for this year.$0.03$0.00$0.05$0.03$0.02
2017Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$2.17$2.17
2016Summary only. Only limited summary data is available for this year.$2.18$0.00$2.18$2.18$0.00$2.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 28, 2025
Return Version
2024v5.2
Gross Receipts
$3,025,110
Mission and Program Overview

Mission

The sole purpose of the organization is to fund the cost of the K&L Gates Group Health Plan benefits

See schedule o the sole purpose of the organization is to fund the cost of the k&lgates group health plan benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$36,840$74,501▲ $37,661
Rtn Earn Endowment Incm Other Fnds$36,840$74,501▲ $37,661
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$36,840$74,501▲ $37,661
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$36,840$74,501▲ $37,661
Total Liabilities and Net Assets / Fund Balance$36,840$74,501▲ $37,661
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Charles HokansonCo-trustee
J Richard LauverCo-trustee
-Institutional Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
AetnaAdministrative Services151 FARMINGTON AVENUE, Hartford, CT 06156$150,397
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,025,000
Investment Income
$110
Other Revenue
$0
Change in Net Assets
$37,661

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,025,110
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,025,110
Total Revenue per Form 990
$3,025,110
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$162,847
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,824,602
Fees for Services Other---$150,397
Fees for Services Accounting---$12,450
Total Functional Expenses$0$0$0$2,987,449

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,987,449
Total Expenses per Audited Statements$2,987,449
Total Expenses per Form 990$2,987,449
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
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 A, LINE 9:

“Bny mellon - 240 greenwich st, new york, ny 10286”

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

“The co-trustees of the organization review the form 990 before it is filed with the internal revenue service.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents available to the public.”

Filing and Contact Details

Filer

Filer Name
K&L GATES VOLUNTARY EMPLOYEES'
EIN
38-7169824
Phone
4123556500
Address
210 SIXTH AVENUE, PITTSBURGH, PA 15222

Signing Officer

Name
J Richard Lauver
Title
Co Trustee
Phone
4123556500
Signed
2025-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Richard Lauver
Formed
2016
Legal Domicile
Pa
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
2

Preparer

Firm
Schneider Downs & Co Inc
Address
ONE PPG PLACE SUITE 1700, PITTSBURGH, PA 15222
Preparer
Erin F Wood
Phone
4122613644
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The trust established is qualified pursuant to section 501(c)(9) of the irc and, accordingly, the trust's net investment income is exempt from income taxes. The trust has obtained a favorable tax exemption letter from the internal revenue service (irs) dated june 7, 2017 with an effective date of november 29, 2016. The trustees believe that the trust continues to qualify and to operate as designed. U.s. Gaap require the trustees to evaluate tax positions taken by the trust and recognize a tax liability (or asset) if the trust has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The trustees have analyzed the tax positions taken by the trust, and have concluded that as of december 31, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The trust is subject to routine audits by taxing jurisdictions, however, there are currently no audits for any tax periods in progress. The trustees believe that the trust is no longer subject to income tax examinations for years prior to 2021.”

Raw XML Appendix297 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O THE SOLE PURPOSE OF THE ORGANIZATION IS TO FUND THE COST OF THE K&LGATES GROUP HEALTH PLAN BENEFITS.
IRS990/AuditCommitteeInd00
IRS990/BenefitsToMembersGrp/TotalAmt02824602
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0J RICHARD LAUVER
IRS990/BooksInCareOfDetail/PhoneNum04123556454
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0210 SIXTH AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd015222
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0150397
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0151 FARMINGTON AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0HARTFORD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd006156
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0AETNA
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATIVE SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt02824602
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0110
IRS990/CYOtherExpensesAmt0162847
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt03025000
IRS990/CYRevenuesLessExpensesAmt037661
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02987449
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03025110
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE SOLE PURPOSE OF THE ORGANIZATION IS TO FUND THE COST OF THE K&L GATES GROUP HEALTH PLAN BENEFITS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt012450
IRS990/FeesForServicesOtherGrp/TotalAmt0150397
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt037.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt137.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0BNY MELLON
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0J RICHARD LAUVER
IRS990/Form990PartVIISectionAGrp/PersonNm1CHARLES HOKANSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2INSTITUTIONAL TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03025110
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0110
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0110
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE SOLE PURPOSE OF THE ORGANIZATION IS TO FUND THE COST OF THE K&L GATES GROUP HEALTH PLAN BENEFITS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt036840
IRS990/NetAssetsOrFundBalancesEOYAmt074501
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0J RICHARD LAUVER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03025000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03025000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt025000
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt013
IRS990/PYOtherExpensesAmt014010
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt025000
IRS990/PYRevenuesLessExpensesAmt0-13997
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt039010
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt025013
IRS990/ReconcilationRevenueExpnssAmt037661
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt036840
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt074501
IRS990/SavingsAndTempCashInvstGrp/BOYAmt036840
IRS990/SavingsAndTempCashInvstGrp/EOYAmt074501
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02987449
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03025110
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE IRC AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED JUNE 7, 2017 WITH AN EFFECTIVE DATE OF NOVEMBER 29, 2016. THE TRUSTEES BELIEVE THAT THE TRUST CONTINUES TO QUALIFY AND TO OPERATE AS DESIGNED. U.S. GAAP REQUIRE THE TRUSTEES TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE TRUSTEES HAVE ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST, AND HAVE CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE TRUSTEES BELIEVE THAT THE TRUST IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02987449
IRS990ScheduleD/TotalRevenuePerForm990Amt03025110
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03025110
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02987449
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BNY MELLON - 240 GREENWICH ST, NEW YORK, NY 10286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CO-TRUSTEES OF THE ORGANIZATION REVIEW THE FORM 990 BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0250921018
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0OFFICE OF LAWYERS
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0K&L GATES LLP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0210 SIXTH AVENUE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0PITTSBURGH
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd015222
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt036840
IRS990/TotalAssetsEOYAmt074501
IRS990/TotalAssetsGrp/BOYAmt036840
IRS990/TotalAssetsGrp/EOYAmt074501
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02987449
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt036840
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt074501
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt03025000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0110
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03025000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03025110
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt036840
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt074501
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0210 SIXTH AVENUE
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015222
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0J RICHARD LAUVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04123556500
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0K&L GATES VOLUNTARY EMPLOYEES'
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFICIARY ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0K&LG
ReturnHeader/Filer/EIN0387169824
ReturnHeader/Filer/PhoneNum04123556500
ReturnHeader/Filer/USAddress/AddressLine1Txt0210 SIXTH AVENUE
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015222
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251408703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHNEIDER DOWNS & CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PPG PLACE SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04122613644
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIN F WOOD
ReturnHeader/ReturnTs02025-08-29T09:03:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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