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Nonprofit · EIN 13-3800106

COLUMBIA UNIVERSITY RETIREE MEDICAL AND LIFE INS BENEFITS TR

Also known as ABRAMS BERYL A TTEE

Tax-exempt · NEW YORK, NY 10027

Financials

$25.8M$10.7M2022$7.6M$6.5M2023$8.4M$6.9M2024
Revenue Expenses · by fiscal year end
Financials of COLUMBIA UNIVERSITY RETIREE MEDICAL AND LIFE INS BENEFITS TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$8,352,971$6,906,198$1,446,773$261,859,448$596,598$261,262,850
June 30, 2024990$7,648,004$6,487,974$1,160,030$241,353,087$407,592$240,945,495
June 30, 2023990$25,760,888$10,713,813$15,047,075$227,538,435$381,305$227,157,130
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,334,116
Investment income
$7,018,855
Net gain from sales of assets
$7,018,855
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$5,360,215
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$53,244
Program services (functional)
$5,446,346
Management and general (functional)
$1,459,852

Balance sheet and other

Total assets, start of year
$241,353,087
Total assets, end of year
$261,859,448
Total liabilities, end of year
$596,598
Net assets, end of year
$261,262,850
Gross receipts
$51,571,494
Employees
0
Volunteers
0
Year formed
1994
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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Anne SullivanTRUSTEE
Trustee or director
0.1$0$1,051,106$62,542
William McKoyTRUSTEE
Trustee or director
0.1$0$772,396$99,542
Soulaymane KachaniTRUSTEE
Trustee or director
0.1$0$557,050$100,213
990 for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Anne SullivanTRUSTEE
Trustee or director
0.1$0$1,009,062$59,031
William McKoyTRUSTEE
Trustee or director
0.1$0$743,530$109,208
Soulaymane KachaniTRUSTEE
Trustee or director
0.1$0$599,317$90,165
990 for the year ended June 30, 2023: 3 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Anne SullivanTRUSTEE
Trustee or director
0.1$0$916,480$62,074
William McKoyTRUSTEE
Trustee or director
0.1$0$640,154$69,190
Soulaymane KachaniTRUSTEE
Trustee or director
0.1$0$623,046$84,766

Address and contacts

Address (IRS master file)
COLUMBIA UNIV 615 W 131 ST MC 8741, NEW YORK, NY 10027-0000
In care of
% JULIA SHANAHAN
Principal officer (990 for 2024)
ANNE SULLIVAN, 100 LOW MEMORIAL LIBRARY, NEW YORK, NY 10027
Signed the 990
Madhavi Rajdev, Controller & AVP
Phone
(212) 853-4693

Mission

THE MISSION OF COLUMBIA UNIVERSITY RETIREE MEDICAL & LIFE INSURANCE TRUST IS TO SUPPORT COLUMBIA UNIVERSITY'S MEDICAL AND LIFE INSURANCE BENEFITS.

990 for the year ended June 30, 2025

Program accomplishments

  • THE TRUST PROVIDES MEDICAL AND LIFE INSURANCE BENEFITS TO ELIGIBLE RETIRED COLUMBIA UNIVERSITY EMPLOYEES EITHER BY SELF-FUNDED CLAIMS OR BY PAYING PREMIUMS TO OBTAIN INSURANCE COVERAGE FOR SUCH CLAIMS.
    Expenses $5,446,346 · revenue $1,334,116

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
13-3800106
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1995
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$261,859,448
Income (IRS master file)
$51,571,494

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$8,352,971$6,906,198$261,859,448IRS
990June 2024$7,648,004$6,487,974$241,353,087IRS
990June 2023$25,760,888$10,713,813$227,538,435XML
990June 2022$17,105,958$14,720,440$221,623,843IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 13-3800106).

Questions about COLUMBIA UNIVERSITY RETIREE MEDICAL AND LIFE INS BENEFITS TR

What is the EIN of COLUMBIA UNIVERSITY RETIREE MEDICAL AND LIFE INS BENEFITS TR?
The employer identification number (EIN) of COLUMBIA UNIVERSITY RETIREE MEDICAL AND LIFE INS BENEFITS TR is 13-3800106.
Is COLUMBIA UNIVERSITY RETIREE MEDICAL AND LIFE INS BENEFITS TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to COLUMBIA UNIVERSITY RETIREE MEDICAL AND LIFE INS BENEFITS TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does COLUMBIA UNIVERSITY RETIREE MEDICAL AND LIFE INS BENEFITS TR 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 COLUMBIA UNIVERSITY RETIREE MEDICAL AND LIFE INS BENEFITS TR due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did COLUMBIA UNIVERSITY RETIREE MEDICAL AND LIFE INS BENEFITS TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of COLUMBIA UNIVERSITY RETIREE MEDICAL AND LIFE INS BENEFITS TR?
The 990 for the year ended June 30, 2025 names ANNE SULLIVAN.
Who are the officers and directors of COLUMBIA UNIVERSITY RETIREE MEDICAL AND LIFE INS BENEFITS TR?
The 990 for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does COLUMBIA UNIVERSITY RETIREE MEDICAL AND LIFE INS BENEFITS TR have?
On its 990 for the year ended June 30, 2025 it reported revenue of $8,352,971, expenses of $6,906,198 and total assets of $261,859,448 at year end.

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