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Nonprofiteer
← ATI USW VEBA TRUST

Form 990 for tax year 2024

Filed by ATI USW VEBA TRUST.

Totals

Total revenue
$41,280,644
Total expenses
$22,568,424
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$35,964,070
Investment income
$5,313,164
Other revenue
$3,410
Total assets, end of year
$112,602,704
Total liabilities, end of year
$160,640
Net assets or fund balances, end of year
$112,442,064
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $28,255,712 · related or exempt $28,255,712

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $7,708,358 · related or exempt $7,708,358

  • 3 · Investment income

    total $4,318,719 · excluded $4,318,719

  • 7a · Gross sales of assets other than inventory

    securities $35,541,789

  • 7b · Less cost or other basis and sales expenses

    securities $34,547,344

  • 7c · Gain or loss

    securities $994,445

  • 7d · Net gain or loss

    total $994,445 · excluded $994,445

  • 11a · Other revenue: SECURITY LITIGATION

    total $2,621 · related or exempt $2,621

  • 11b · Other revenue: CLASS ACTION PROCEEDS

    total $789 · related or exempt $789

  • 11e · Other revenue, total

    $3,410

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $21,966,055

  • 5 · Compensation of officers, directors and key employees

    total $41,739

  • 11a · Fees: management

    total $175,157

  • 11b · Fees: legal

    total $8,339

  • 11c · Fees: accounting

    total $96,705

  • 11f · Fees: investment management

    total $175,802

  • 11g · Fees: other

    total $53,383

  • 13 · Office expenses

    total $26,358

  • 19 · Conferences, conventions and meetings

    total $886

  • 24a · Other expenses: ADMINISTRATION FEES

    total $24,000

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,975,786 · end of year $3,943,772

  • 2 · Savings and temporary cash investments

    beginning of year $22,732,379 · end of year $25,804,232

  • 4 · Accounts receivable

    beginning of year $3,114,094 · end of year $4,176,909

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,309 · end of year $11,537

  • 11 · Investments: publicly traded securities

    beginning of year $61,413,957 · end of year $78,666,254

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,543,662 · end of year $160,640

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $90,701,863 · end of year $112,442,064

Mission and programs · 2024

Mission

PROVISION OF RETIREE HEALTH AND OTHER WELFARE BENEFITS TO PLAN PARTICIPANTS.

Activities or mission (Part I)

PROVISION OF RETIREE HEALTH AND OTHER WELFARE BENEFITS TO PLAN PARTCIPANTS.

  • PROVISION OF RETIREE HEALTH AND OTHER WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.

As filed on the 2024 return.

Listed in Part VII

  • Jeanette Stump

    CHAIR, VEBA COMMITTEE

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Terrance Brown

    VEBA COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • Rachael Davis

    VEBA COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • Heather Primrose

    VEBA COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • Pnc Bank National Association

    TRUSTEE

    Total calculated
    $29,739
    From this org
    $29,739
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ATI SPECIALTY ALLOYS AND COMPONENTS OF A DIVISION OF TDY INDUSTRIES LLC

    C · CONTRIBUTING EMPLOYER · PA

  • ALLEGHENY LUDLUM LCC

    C · CONTRIBUTING EMPLOYER · PA

  • OREGON METALLURGICAL LCC

    C · CONTRIBUTING EMPLOYER · PA

Provenance

Return type
form_990
Tax year
2024
Filed
23 October 2025
IRS schema version
2024v5.2
Source object
202502969349301575

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