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Nonprofit · EIN 32-0443476

UVM FOUNDATION RETIREE HEALTH PLAN TRUST

Tax-exempt · CHARLOTTE, NC 28262

Financials

$89K$52K2023$185K$59K2024
Revenue Expenses · by fiscal year end
Financials of UVM FOUNDATION RETIREE HEALTH PLAN TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$185,183$59,156$126,027$3,818,279$0$3,818,279
December 31, 2023990$88,863$51,804$37,059$3,492,623$0$3,492,623
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$41,465
Investment income
$143,718
Net gain from sales of assets
$26,602
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$58,938
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$58,938
Management and general (functional)
$218

Balance sheet and other

Total assets, start of year
$3,492,623
Total assets, end of year
$3,818,279
Total liabilities, end of year
$0
Net assets, end of year
$3,818,279
Publicly traded securities
$3,785,753
Gross receipts
$728,932
Employees
0
Year formed
2013
State of legal domicile
MO

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
TIAA TRUST NATRUSTEE
Institutional trustee
1$1,500
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
TIAA TRUST NATRUSTEE
Institutional trustee
1$1,500

Address and contacts

Address (IRS master file)
8625 ANDREW CARNEGIE BLVD, CHARLOTTE, NC 28262-8551
In care of
% UNIVERSITY OF VERMONT
Principal officer (990 for 2024)
SHANE JACOBSON, 411 MAIN STREET, BURLINGTON, VT 05401
Signed the 990
DENISE BECHARD, VICE PRESIDENT
Phone
(877) 535-3910
Return prepared by
DELOITTE TAX LLP

Mission

TO PROVIDE RETIREE HEALTH BENEFITS TO THE EMPLOYER'S FORMER EMPLOYEES AND THEIR SPOUSES AND DEPENDENTS, ALTHOUGH OTHER BENEFITS MAY BE PROVIDED AS DESCRIBED IN THE PLAN DOCUMENT.

990 for the year ended December 31, 2024

Program accomplishments

  • HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.

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

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
32-0443476
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2015
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$3,818,279
Income (IRS master file)
$728,932

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$185,183$59,156$3,818,279XML
990December 2023$88,863$51,804$3,492,623XML
990December 2022$217,346$45,928$3,076,521IRS
990December 2021–––IRS
990December 2020–––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 32-0443476).

Questions about UVM FOUNDATION RETIREE HEALTH PLAN TRUST

What is the EIN of UVM FOUNDATION RETIREE HEALTH PLAN TRUST?
The employer identification number (EIN) of UVM FOUNDATION RETIREE HEALTH PLAN TRUST is 32-0443476.
Is UVM FOUNDATION RETIREE HEALTH PLAN TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2015.
Are donations to UVM FOUNDATION RETIREE HEALTH PLAN TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does UVM FOUNDATION RETIREE HEALTH 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 UVM FOUNDATION RETIREE HEALTH PLAN TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UVM FOUNDATION RETIREE HEALTH PLAN TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of UVM FOUNDATION RETIREE HEALTH PLAN TRUST?
The 990 for the year ended December 31, 2024 names SHANE JACOBSON.
Who are the officers and directors of UVM FOUNDATION RETIREE HEALTH PLAN TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $1,500 (TIAA TRUST NA, TRUSTEE).
How much revenue does UVM FOUNDATION RETIREE HEALTH PLAN TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $185,183, expenses of $59,156 and total assets of $3,818,279 at year end.

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