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Nonprofiteer
← NEW YORK UNIVERSITY VEBA TRUST

Form 990 for tax year 2022

Filed by NEW YORK UNIVERSITY VEBA TRUST.

Totals

Total revenue
$16,971,769
Total expenses
$128,306
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$11,866,000
Investment income
$5,105,769
Other revenue
$0
Total assets, end of year
$213,369,647
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$213,369,647
Program services expenses (Part IX)
$0
Management and general expenses
$128,306
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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: EMPLOYER CONTRIBUTION

    total $11,866,000 · related or exempt $11,866,000

  • 3 · Investment income

    total $4,633,683 · excluded $4,633,683

  • 7a · Gross sales of assets other than inventory

    securities $10,269,741

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

    securities $9,797,655

  • 7c · Gain or loss

    securities $472,086

  • 7d · Net gain or loss

    total $472,086 · excluded $472,086

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $128,306 · management and general $128,306

Balance sheet

Part X, book values.

  • 12 · Investments: other securities

    beginning of year $184,463,920 · end of year $213,369,647

  • 29 · Capital stock, trust principal or current funds

    beginning of year $119,835,800 · end of year $131,701,800

  • 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 $64,628,120 · end of year $81,667,847

Mission and programs · 2022

Mission

THE PURPOSE OF NEW YORK UNIVERSITY VEBA TRUST IS TO FUND THE BENEFITS PROVIDED TO ELIGIBLE PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS AND BENEFICIARIES UNDER THE NEW YORK UNIVERSITY RETIREE HEALTH AND WELFARE PLAN.

Activities or mission (Part I)

FUNDS FOR NEW YORK UNIVERSITY RETIREE HEALTH AND WELFARE PLAN.

  • FUNDS NEW YORK UNIVERSITY POSTRETIREMENT HEALTH AND WELFARE PLAN.

    Revenue $11,866,000

As filed on the 2022 return.

Listed in Part VII

  • VANGUARD FIDUCIARY TRUST COMPANY

    TRUSTEE

    Total calculated
    $128,306
    From this org
    $0
    From related orgs
    $0
    Other
    $128,306
    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.

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
1 July 2024
IRS schema version
2022v5.0
Source object
202411939349301006

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