Nonprofit · EIN 23-2769744
TRUSTEES OF THE UNIV OF PENNA RETIREE MED & DEATH BENEFITS TR
Tax-exempt · PHILADELPHIA, PA 19104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $71,831,836 | $51,591,240 | $20,240,596 | $910,178,615 | $66,963 | $910,111,652 |
| June 30, 2024 | 990 | $82,724,410 | $49,677,903 | $33,046,507 | $812,189,694 | $933,929 | $811,255,765 |
| June 30, 2023 | 990 | $42,231,162 | $25,077,255 | $17,153,907 | $756,040,989 | $111,191 | $755,929,798 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $37,673,633
- Investment income
- $30,661,449
- Net gain from sales of assets
- $27,611,007
- Other revenue
- $3,496,754
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $50,206,992
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $50,405,527
- Management and general (functional)
- $1,185,713
Balance sheet and other
- Total assets, start of year
- $812,189,694
- Total assets, end of year
- $910,178,615
- Total liabilities, end of year
- $66,963
- Net assets, end of year
- $910,111,652
- Publicly traded securities
- $910,380,948
- Gross unrelated business income
- $306,556
- Gross receipts
- $71,831,836
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1994
- State of legal domicile
- PA
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNIVERSITY OF PENNSYLVANIA | TRUSTEE Institutional trustee | 2 | $0 |
990 for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNIVERSITY OF PENNSYLVANIA | TRUSTEE Institutional trustee | 2 | $0 |
990 for the year ended June 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNIVERSITY OF PENNSYLVANIA | TRUSTEE Institutional trustee | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 3451 WALNUT ST RM 310, PHILADELPHIA, PA 19104-6205
- In care of
- % MARYANN PICCOLO
- Principal officer (990 for 2024)
- MARK DINGFIELD, 3451 WALNUT STREET ROOM 310, PHILADELPHIA, PA 191046284
- Signed the 990
- MARK DINGFIELD, EVP
- Phone
- (215) 503-2684
- Return prepared by
- PwC US Tax LLP
Mission
PAYMENT OF MEDICAL AND DEATH BENEFITS TO RETIREES
Program accomplishments
- SEE SCHEDULE OExpenses $50,405,527 · revenue $37,673,633
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-2769744
- 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
- 1994
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y330)
- Assets (IRS master file)
- $910,178,615
- Income (IRS master file)
- $71,831,836
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $71,831,836 | $51,591,240 | $910,178,615 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $82,724,410 | $49,677,903 | $812,189,694 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $42,231,162 | $25,077,255 | $756,040,989 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $68,759,671 | $25,796,352 | $712,800,574 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 23-2769744).
Questions about TRUSTEES OF THE UNIV OF PENNA RETIREE MED & DEATH BENEFITS TR
- What is the EIN of TRUSTEES OF THE UNIV OF PENNA RETIREE MED & DEATH BENEFITS TR?
- The employer identification number (EIN) of TRUSTEES OF THE UNIV OF PENNA RETIREE MED & DEATH BENEFITS TR is 23-2769744.
- Is TRUSTEES OF THE UNIV OF PENNA RETIREE MED & DEATH BENEFITS TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to TRUSTEES OF THE UNIV OF PENNA RETIREE MED & DEATH BENEFITS TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does TRUSTEES OF THE UNIV OF PENNA RETIREE MED & DEATH 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 TRUSTEES OF THE UNIV OF PENNA RETIREE MED & DEATH 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 TRUSTEES OF THE UNIV OF PENNA RETIREE MED & DEATH 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 TRUSTEES OF THE UNIV OF PENNA RETIREE MED & DEATH BENEFITS TR?
- The 990 for the year ended June 30, 2025 names MARK DINGFIELD.
- Who are the officers and directors of TRUSTEES OF THE UNIV OF PENNA RETIREE MED & DEATH BENEFITS TR?
- The 990 for the year ended June 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does TRUSTEES OF THE UNIV OF PENNA RETIREE MED & DEATH BENEFITS TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $71,831,836, expenses of $51,591,240 and total assets of $910,178,615 at year end.
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