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Nonprofiteer
← EMORY UNIVERSITY POSTRETIREMENT EMPLOYEE BENEFIT TR

Form 990 for tax year 2022

Filed by EMORY UNIVERSITY POSTRETIREMENT EMPLOYEE BENEFIT TR.

Totals

Total revenue
$738,947
Total expenses
$143,557
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$738,947
Other revenue
$0
Total assets, end of year
$83,694,123
Total liabilities, end of year
$227,401
Net assets or fund balances, end of year
$83,466,722
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.

  • 3 · Investment income

    total $738,947 · excluded $738,947

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $12,466

  • 11f · Fees: investment management

    total $131,091

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $34,984

  • 4 · Accounts receivable

    end of year $228,534

  • 11 · Investments: publicly traded securities

    beginning of year $20,563,891 · end of year $18,808,206

  • 12 · Investments: other securities

    beginning of year $78,562,994 · end of year $64,622,399

  • 17 · Accounts payable and accrued expenses

    end of year $227,401

  • 29 · Capital stock, trust principal or current funds

    beginning of year $99,126,885 · end of year $83,466,722

  • 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 $0 · end of year $0

Mission and programs · 2022

Mission

PROVIDES HEALTH AND LIFE INSURANCE BENEFITS FOR RETIRED EMPLOYEES.

  • PROVIDES HEALTH AND LIFE INSURANCE BENEFITS FOR RETIRED EMPLOYEES.

As filed on the 2022 return.

Listed in Part VII

  • BNY MELLON

    TRUSTEE

    Total calculated
    $12,466
    From this org
    $12,466
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 5 related

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
7 November 2023
IRS schema version
2022v5.0
Source object
202333179349308073

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