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Nonprofiteer
← NEW YORK UNIVERSITY VEBA TRUST

Form 990 for tax year 2024

Filed by NEW YORK UNIVERSITY VEBA TRUST.

Totals

Total revenue
$9,879,675
Total expenses
$177,376
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$9,879,675
Other revenue
$0
Total assets, end of year
$296,332,524
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$296,332,524
Program services expenses (Part IX)
$0
Management and general expenses
$177,376
Fundraising expenses
$0
Program service expenses (Part III)
$0

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.

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $6,856,081 · excluded $6,856,081

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $12,467,720

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

    securities $9,444,126

  • 7c · Gain or loss

    securities $3,023,594 · other assets $0

  • 7d · Net gain or loss

    total $3,023,594 · excluded $3,023,594

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $137,961 · management and general $137,961

  • 11g · Fees: other

    total $39,415 · program services $0 · management and general $39,415 · fundraising $0

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    end of year $50,000

  • 4 · Accounts receivable

    end of year $144

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $264,059,592 · end of year $296,282,380

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $131,701,800 · end of year $143,864,800

  • 31 · Retained earnings, endowment or other funds

    beginning of year $132,357,792 · end of year $152,467,724

Mission and programs · 2024

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.

  • THOUGH THE FUND DOES NOT UNDERTAKE PROGRAM SERVICES AND DOES NOT REPORT ANY EXPENSES ON FORM 990, PART IX, COL(B), THE TRUST WILL FUND FUTURE BENEFITS PROVIDED TO ELIGIBLE PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS AND BENEFICIARIES IN THE NEW YORK UNIVERSITY RETIREE HEALTH AND WELFARE PLAN.

As filed on the 2024 return.

Listed in Part VII

  • US Bank National Association

    Trustee (Start date: 11/01/2024)

    Total calculated
    $135,612
    From this org
    $0
    From related orgs
    $0
    Other
    $135,612
    Hours/week
    1

  • Vanguard Fiduciary Trust Company

    Trustee (end date: 10/31/2024)

    Total calculated
    $41,764
    From this org
    $0
    From related orgs
    $0
    Other
    $41,764
    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
2024
Filed
13 July 2026
IRS schema version
2024v5.1
Source object
202641949349300784

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