Skip to content
Nonprofiteer
← EMORY UNIVERSITY POSTRETIREMENT EMPLOYEE BENEFIT TR

Form 990 for tax year 2023

Filed by EMORY UNIVERSITY POSTRETIREMENT EMPLOYEE BENEFIT TR.

Totals

Total revenue
$637,863
Total expenses
$101,562
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$637,863
Other revenue
$0
Total assets, end of year
$94,724,548
Total liabilities, end of year
$76,557
Net assets or fund balances, end of year
$94,647,991
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 $637,863 · excluded $637,863

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $9,211

  • 11f · Fees: investment management

    total $92,351

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $34,984 · end of year $7,929

  • 4 · Accounts receivable

    beginning of year $228,534 · end of year $80,265

  • 11 · Investments: publicly traded securities

    beginning of year $18,808,206 · end of year $14,288,408

  • 12 · Investments: other securities

    beginning of year $64,622,399 · end of year $80,347,946

  • 17 · Accounts payable and accrued expenses

    beginning of year $227,401 · end of year $76,557

  • 29 · Capital stock, trust principal or current funds

    beginning of year $83,466,722 · end of year $94,647,991

  • 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 · 2023

Mission

PROVIDES HEALTH AND LIFE INSURANCE BENEFITS FOR RETIRED EMPLOYEES.

  • PROVIDES HEALTH AND LIFE INSURANCE BENEFITS FOR RETIRED EMPLOYEES.

As filed on the 2023 return.

Listed in Part VII

  • BNY MELLON

    TRUSTEE

    Total calculated
    $9,211
    From this org
    $9,211
    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
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202443209349309904

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.