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Nonprofit · EIN 47-6343397

VC MEDICAL ENDOWMENT TR

Also known as JOHN ROCOVICH JR TTEE

Tax-exempt · SIOUX FALLS, SD 57104

Financials

$111K$1.3M2022$629K$759K2023$1.1M$801K2024
Revenue Expenses · by fiscal year end
Financials of VC MEDICAL ENDOWMENT TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,113,544$801,473$312,071$20,230,334$15,946,390$4,283,944
June 30, 2024990$628,770$759,070-$130,300$19,122,451$15,946,390$3,176,061
June 30, 2023990$110,599$1,270,426-$1,159,827$17,687,405$15,946,390$1,741,015
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$1,113,544
Net gain from sales of assets
$528,685
Other revenue
$0

Expenses

Grants and similar amounts paid
$641,000
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$801,473

Balance sheet and other

Total assets, start of year
$19,122,451
Total assets, end of year
$20,230,334
Total liabilities, end of year
$15,946,390
Net assets, end of year
$4,283,944
Net assets without donor restrictions
$4,283,944
Gross receipts
$7,980,227
Employees
0
Volunteers
0
Year formed
2014
State of legal domicile
SD

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 / weekCompensation
JOHN G ROCOVICH JRCHAIRMAN, TRUSTEE, TREAS.
Trustee or director, Officer
1$0
ELIZABETH R CLINETRUSTEE, ASST. SECRETARY
Trustee or director, Officer
1$0
FREDERICK P STRATTON JRTRUSTEE
Trustee or director
1$0
DAVID G HOTTMANNTRUSTEE
Trustee or director
1$0
MICHAEL HOLLANDTRUSTEE
Trustee or director
1$0
DENNIS BARBOUROFFICER, ASST. SECRETARY
Officer
1$0
990 for the year ended June 30, 2024: 7 people
NameTitleHours / weekCompensation
JOHN G ROCOVICH JRCHAIRMAN, TRUSTEE, TREAS.
Trustee or director, Officer
1$0
ELIZABETH R CLINETRUSTEE, ASST. SECRETARY
Trustee or director, Officer
1$0
FREDERICK P STRATTON JRTRUSTEE
Trustee or director
1$0
WILLIAM F FOXTRUSTEE
Trustee or director
1$0
DAVID G HOTTMANNTRUSTEE
Trustee or director
1$0
MICHAEL HOLLANDTRUSTEE
Trustee or director
1$0
DENNIS BARBOUROFFICER, ASST. SECRETARY
Officer
1$0
990 for the year ended June 30, 2023: 7 people
NameTitleHours / weekCompensation
JOHN G ROCOVICH JRCHAIRMAN, TRUSTEE, TREAS.
Trustee or director, Officer
1$0
ELIZABETH R CLINETRUSTEE, ASST. SECRETARY
Trustee or director, Officer
1$0
FREDERICK P STRATTON JRTRUSTEE
Trustee or director
1$0
WILLIAM F FOXTRUSTEE
Trustee or director
1$0
DAVID G HOTTMANNTRUSTEE
Trustee or director
1$0
MICHAEL HOLLANDTRUSTEE
Trustee or director
1$0
DENNIS BARBOUROFFICER, ASST. SECRETARY
Officer
1$0

Address and contacts

Address (IRS master file)
500 S MINNESOTA AVE, SIOUX FALLS, SD 57104-6818
In care of
% JOHN G ROCOVICH JR
Principal officer (990 for 2024)
JOHN G ROCOVICH JR, 4415 ELECTRIC ROAD, ROANOKE, VA 24018
Signed the 990
JOHN G ROCOVICH JR, CHAIRMAN/TRUSTEE
Phone
(540) 774-8800
Return prepared by
KPMG LLP

Mission

SEE SCHEDULE O

990 for the year ended June 30, 2025

Program accomplishments

  • IN ACCORDANCE WITH ITS EXEMPT MISSION, THE TRUST RECEIVES ANDHOLDS FUNDS ON BEHALF OF VCOM. THESE FUNDS ARE THEN INVESTED INTOVARIOUS PORTFOLIOS THAT GENERATE DIVIDEND AND INTEREST REVENUE.THE TRUST THEN MAKES DISTRIBUTIONS TO ITS BENEFICIARY, VCOM.
    Expenses $801,473 · grants $641,000

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
47-6343397
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type III non-functionally integrated
Donations deductible (Pub 78)
Non-functionally integrated Type III supporting organization
Exempt since
2015
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$20,230,334
Income (IRS master file)
$7,980,227

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,113,544$801,473$20,230,334XML
990June 2024$628,770$759,070$19,122,451XML
990June 2023$110,599$1,270,426$17,687,405XML
990June 2022$1,476,836$1,606,343$16,574,486IRS
990June 2021–––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 47-6343397).

Questions about VC MEDICAL ENDOWMENT TR

What is the EIN of VC MEDICAL ENDOWMENT TR?
The employer identification number (EIN) of VC MEDICAL ENDOWMENT TR is 47-6343397.
Is VC MEDICAL ENDOWMENT TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
Are donations to VC MEDICAL ENDOWMENT TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Non-functionally integrated Type III supporting organization).
Which annual return does VC MEDICAL ENDOWMENT 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 VC MEDICAL ENDOWMENT 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 VC MEDICAL ENDOWMENT 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 VC MEDICAL ENDOWMENT TR?
The 990 for the year ended June 30, 2025 names JOHN G ROCOVICH JR.
Who are the officers and directors of VC MEDICAL ENDOWMENT TR?
The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does VC MEDICAL ENDOWMENT TR have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,113,544, expenses of $801,473 and total assets of $20,230,334 at year end.

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