Nonprofit · EIN 01-6274657
NEW YORK UNIVERSITY VEBA TRUST
Tax-exempt · NEW YORK, NY 10003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $9,879,675 | $177,376 | $9,702,299 | $296,332,524 | $0 | $296,332,524 |
| August 31, 2024 | 990 | $18,987,608 | $146,071 | $18,841,537 | $264,059,592 | $0 | $264,059,592 |
| August 31, 2023 | 990 | $16,971,769 | $128,306 | $16,843,463 | $213,369,647 | $0 | $213,369,647 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $9,879,675
- Net gain from sales of assets
- $3,023,594
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Management and general (functional)
- $177,376
Balance sheet and other
- Total assets, start of year
- $264,059,592
- Total assets, end of year
- $296,332,524
- Total liabilities, end of year
- $0
- Net assets, end of year
- $296,332,524
- Gross receipts
- $19,323,801
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2008
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| US Bank National Association | Trustee (Start date: 11/01/2024) Institutional trustee | 1 | $0 | $135,612 |
| VANGUARD FIDUCIARY TRUST COMPANY | Trustee (end date: 10/31/2024) Institutional trustee | 1 | $0 | $41,764 |
990 for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| VANGUARD FIDUCIARY TRUST COMPANY | Trustee Institutional trustee | 1 | $0 | $146,071 |
990 for the year ended August 31, 2023: 1 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| VANGUARD FIDUCIARY TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $0 | $128,306 |
Address and contacts
- Address (IRS master file)
- 105 EAST 17TH STREET 4TH FL 411, NEW YORK, NY 10003-2170
- In care of
- % NEW YORK UNIVERSITY
- Principal officer (990 for 2024)
- Janine Wilcox, 105 EAST 17TH STREET 4TH FL 411, NEW YORK, NY 10003
- Signed the 990
- Janine Wilcox, CFO, Treasurer & SVP
- Phone
- (212) 998-2955
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.
Program accomplishments
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 01-6274657
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2010
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $296,332,524
- Income (IRS master file)
- $19,323,801
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $9,879,675 | $177,376 | $296,332,524 | XML |
| 990 | August 2024 | $18,987,608 | $146,071 | $264,059,592 | XML |
| 990 | August 2023 | $16,971,769 | $128,306 | $213,369,647 | XML |
| 990 | August 2022 | $15,765,818 | $123,022 | $184,463,920 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-6274657).
Questions about NEW YORK UNIVERSITY VEBA TRUST
- What is the EIN of NEW YORK UNIVERSITY VEBA TRUST?
- The employer identification number (EIN) of NEW YORK UNIVERSITY VEBA TRUST is 01-6274657.
- Is NEW YORK UNIVERSITY VEBA TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2010.
- Are donations to NEW YORK UNIVERSITY VEBA TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NEW YORK UNIVERSITY VEBA TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NEW YORK UNIVERSITY VEBA TRUST due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEW YORK UNIVERSITY VEBA TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of NEW YORK UNIVERSITY VEBA TRUST?
- The 990 for the year ended August 31, 2025 names Janine Wilcox.
- Who are the officers and directors of NEW YORK UNIVERSITY VEBA TRUST?
- The 990 for the year ended August 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does NEW YORK UNIVERSITY VEBA TRUST have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $9,879,675, expenses of $177,376 and total assets of $296,332,524 at year end.
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