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Nonprofiteer
← ARCHDIOCESE VEBA TR

Form 990 for tax year 2024

Filed by ARCHDIOCESE VEBA TR.

Totals

Total revenue
$862,487
Total expenses
$257,256
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$252,668
Investment income
$609,819
Other revenue
$0
Total assets, end of year
$10,946,586
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$10,946,586
Program services expenses (Part IX)
$257,256
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 100.0% 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 $252,668 · related or exempt $252,668

  • 3 · Investment income

    total $348,047 · excluded $348,047

  • 7a · Gross sales of assets other than inventory

    securities $1,318,066

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

    securities $1,056,294

  • 7c · Gain or loss

    securities $261,772

  • 7d · Net gain or loss

    total $261,772 · excluded $261,772

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $206,500 · program services $206,500

  • 5 · Compensation of officers, directors and key employees

    total $15,778 · program services $15,778 · management and general $0

  • 11f · Fees: investment management

    total $30,142 · program services $30,142 · management and general $0

  • 24a · Other expenses: FOREIGN TAX WITHHELD

    total $4,836 · program services $4,836

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $243,502 · end of year $244,408

  • 11 · Investments: publicly traded securities

    beginning of year $10,097,866 · end of year $10,702,178

  • 29 · Capital stock, trust principal or current funds

    beginning of year $10,341,368 · end of year $10,946,586

Mission and programs · 2024

Mission

TO PROVIDE BENEFITS TO ELIGIBLE PRIESTS OF THE ROMAN CATHOLIC ARCHDIOCESE OF ATLANTA FOR CERTAIN LONG TERM CARE SERVICES

  • PAYMENTS FOR LONG TERM CARE SERVICES

As filed on the 2024 return.

Listed in Part VII

  • Truist Bank

    TRUSTEE

    Total calculated
    $15,778
    From this org
    $15,778
    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.

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
28 March 2025
IRS schema version
2024v5.1
Source object
202541089349301204

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

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