Nonprofit · EIN 31-1018491
PROCTER & GAMBLE BENEFIT PLAN TRUST
Tax-exempt · CINCINNATI, OH 45202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $105,213,169 | $103,010,492 | $2,202,677 | $82,044,165 | $52,194 | $81,991,971 |
| June 30, 2024 | 990 | $106,407,460 | $104,430,053 | $1,977,407 | $79,068,499 | $71,445 | $78,997,054 |
| June 30, 2023 | 990 | $104,143,467 | $98,225,320 | $5,918,147 | $75,607,720 | $210,132 | $75,397,588 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $101,656,070
- Investment income
- $3,557,099
- Net gain from sales of assets
- -$81,760
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $75,650,221
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $79,068,499
- Total assets, end of year
- $82,044,165
- Total liabilities, end of year
- $52,194
- Net assets, end of year
- $81,991,971
- Gross unrelated business income
- $3,557,099
- Gross receipts
- $108,306,929
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1981
- State of legal domicile
- OH
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 |
|---|---|---|---|
| TOM BARONE | INVESTMENT COMMITTEE MEMBE Trustee or director | 0.1 | $0 |
| MATT JANZAURK | INVESTMENT COMMITTEE MEMBE Trustee or director | 0.1 | $0 |
| LAURIE ALAGHA | INVESTMENT COMMITTEE MEMBE Trustee or director | 0.1 | $0 |
| THE NORTHERN TRUST COMPANY | TRUSTEE Institutional trustee | 0.1 | $0 |
990 for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN WHITHAM | INVESTMENT COMMITTEE MEMBE Trustee or director | 0.1 | $0 |
| MATT JANZAURK | INVESTMENT COMMITTEE MEMBE Trustee or director | 0.1 | $0 |
| LAURIE ALAGHA | INVESTMENT COMMITTEE MEMBE Trustee or director | 0.1 | $0 |
| THE NORTHERN TRUST COMPANY | TRUSTEE Institutional trustee | 0.1 | $0 |
990 for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN WHITHAM | INVESTMENT COMMITTEE MEMBE Trustee or director | 0.1 | $0 |
| MATT JANZAURK | INVESTMENT COMMITTEE MEMBE Trustee or director | 0.1 | $0 |
| LAURIE ALAGHA | INVESTMENT COMMITTEE MEMBE Trustee or director | 0.1 | $0 |
| THE NORTHERN TRUST COMPANY | TRUSTEE Institutional trustee | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 2 PROCTER AND GAMBLE PLZ, CINCINNATI, OH 45202-3315
- Principal officer (990 for 2024)
- TOM BARONE, 1 PG PLAZA, CINCINNATI, OH 45202
- Signed the 990
- TOM BARONE, INVESTMENT COMMITTEE MEMBER
- Phone
- (513) 983-7777
- Return prepared by
- DELOITTE TAX LLP
Mission
TO PROVIDE CERTAIN WELFARE BENEFITS FOR THE U.S. PROCTER & GAMBLE COMPANY EMPLOYEES.
Program accomplishments
- FUND WELFARE BENEFITS FOR THE U.S. PROCTER & GAMBLE COMPANY EMPLOYEES.Expenses $103,010,492 · revenue $101,656,070
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
- 31-1018491
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1982
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $82,044,165
- Income (IRS master file)
- $108,306,929
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $105,213,169 | $103,010,492 | $82,044,165 | IRS |
| 990 | June 2024 | $106,407,460 | $104,430,053 | $79,068,499 | XML |
| 990 | June 2023 | $104,143,467 | $98,225,320 | $75,607,720 | XML |
| 990 | June 2022 | $97,679,425 | $99,408,042 | $69,184,153 | IRS |
| 990 | June 2021 | – | – | – | 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 31-1018491).
Questions about PROCTER & GAMBLE BENEFIT PLAN TRUST
- What is the EIN of PROCTER & GAMBLE BENEFIT PLAN TRUST?
- The employer identification number (EIN) of PROCTER & GAMBLE BENEFIT PLAN TRUST is 31-1018491.
- Is PROCTER & GAMBLE BENEFIT PLAN TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1982.
- Are donations to PROCTER & GAMBLE BENEFIT PLAN TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PROCTER & GAMBLE BENEFIT PLAN 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 PROCTER & GAMBLE BENEFIT PLAN TRUST 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 PROCTER & GAMBLE BENEFIT PLAN TRUST 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 PROCTER & GAMBLE BENEFIT PLAN TRUST?
- The 990 for the year ended June 30, 2025 names TOM BARONE.
- Who are the officers and directors of PROCTER & GAMBLE BENEFIT PLAN TRUST?
- The 990 for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does PROCTER & GAMBLE BENEFIT PLAN TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $105,213,169, expenses of $103,010,492 and total assets of $82,044,165 at year end.
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