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← HELEN NEWBERRY JOY HOSPITAL POST EMPLOYMENT HEALTH PLAN VEBA TRUST

Form 990 for tax year 2024

Filed by HELEN NEWBERRY JOY HOSPITAL POST EMPLOYMENT HEALTH PLAN VEBA TRUST.

Totals

Total revenue
$181,000
Total expenses
$105,364
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$3,313
Investment income
$177,687
Other revenue
$0
Total assets, end of year
$4,047,479
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,047,479
Program services expenses (Part IX)
$81,394
Management and general expenses
$23,970
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 77.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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: Employee Contributions

    total $1,605 · related or exempt $1,605

  • 2b · Program service revenue: TIAA-CREF Transactions

    total $1,708 · related or exempt $1,708

  • 3 · Investment income

    total $180,757 · excluded $180,757

  • 7a · Gross sales of assets other than inventory

    securities $218,152

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

    securities $221,222

  • 7c · Gain or loss

    securities -$3,070

  • 7d · Net gain or loss

    total -$3,070 · excluded -$3,070

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $81,394 · program services $81,394

  • 11a · Fees: management

    total $23,970 · management and general $23,970

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,717,495 · end of year $2,757,749

  • 11 · Investments: publicly traded securities

    beginning of year $1,145,472 · end of year $1,289,730

  • 29 · Capital stock, trust principal or current funds

    beginning of year $3,862,967 · end of year $4,047,479

Mission and programs · 2024

Mission

TO FUND PLAN BENEFITS FOR EMPLOYEES AND FORMER EMPLOYEES ELIGIBLE TO RECEIVE RETIREE HEALTH BENEFITS UNDER THE PLAN.

  • HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.

As filed on the 2024 return.

Listed in Part VII

  • Tiaa Trust Na

    TRUSTEE

    Total calculated
    $1,500
    From this org
    $1,500
    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.

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.2
Source object
202533179349311403

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