Nonprofit · EIN 06-6414276
YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TR
Tax-exempt · NEW HAVEN, CT 06520
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $114,920,915 | $59,246,656 | $55,674,259 | $1,242,331,272 | $0 | $1,242,331,272 |
| June 30, 2024 | 990 | $182,814,480 | $55,294,688 | $127,519,792 | $1,070,247,917 | $0 | $1,070,247,917 |
| June 30, 2023 | 990 | $152,225,671 | $47,895,212 | $104,330,459 | $883,593,614 | $0 | $883,593,614 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $106,213,410
- Investment income
- $4,261,764
- Net gain from sales of assets
- -$5,106,677
- Other revenue
- $4,445,741
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $153,537
- Program services (functional)
- $44,723,964
- Management and general (functional)
- $14,522,692
Balance sheet and other
- Total assets, start of year
- $1,070,247,917
- Total assets, end of year
- $1,242,331,272
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,242,331,272
- Publicly traded securities
- $229,636,797
- Net assets with donor restrictions
- $1,242,331,272
- Gross unrelated business income
- $260,672
- Gross receipts
- $967,586,033
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1994
- State of legal domicile
- CT
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 |
|---|---|---|---|
| Yale University | Trustee Institutional trustee | 5 | $0 |
990 for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Yale University | Trustee Institutional trustee | 5 | $0 |
990 for the year ended June 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Yale University | Trustee Institutional trustee | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 208239, NEW HAVEN, CT 06520-8239
- In care of
- % YALE UNIVERSITY
- Principal officer (990 for 2024)
- Yale University Trustee, C/O Yale University PO Box 208239, New Haven, CT 065208239
- Signed the 990
- STEPHEN C MURPHY, YALE UNIVERSITY, AS TRUSTEE
- Phone
- (203) 432-5530
Mission
See Schedule O
Program accomplishments
- THE EXPENSES REPRESENT THE HEALTH BENEFITS (HOSPITALIZATION, PHYSICIAN SERVICES, PRESCRIPTION COVERAGE, AND MAJOR MEDICAL IN EXCESS OF MEDICARE COVERAGE, AND/OR ALL OR A PORTION OF MEDICARE PART B PREMIUMS) PROVIDED TO RETIRED EMPLOYEES. THE MAJORITY OF REVENUE REPRESENTS THE CONTRIBUTIONS FROM YALE UNIVERSITY, TRUSTEE OF THE TRUST, WHICH WILL BE USED TO FUND POSTRETIREMENT HEALTH BENEFITS FOR RETIRED EMPLOYEES AND DEPENDENTS OF YALE UNIVERSITY PURSUANT TO THE PLAN DOCUMENT. THE NUMBER OF ACTIVE, RETIRED OR SEPARATED PARTICIPANTS RECEIVING BENEFITS OR ENTITLED TO FUTURE BENEFITS AS OF 6/30/25 IS 24,045.Expenses $44,723,964 · revenue $110,659,151
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
- 06-6414276
- 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
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y430)
- Assets (IRS master file)
- $1,242,331,272
- Income (IRS master file)
- $967,586,033
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $114,920,915 | $59,246,656 | $1,242,331,272 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $182,814,480 | $55,294,688 | $1,070,247,917 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $152,225,671 | $47,895,212 | $883,593,614 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $110,596,145 | $42,096,236 | $755,296,263 | 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 06-6414276).
Questions about YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TR
- What is the EIN of YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TR?
- The employer identification number (EIN) of YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TR is 06-6414276.
- Is YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE 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 YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE 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 YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE 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 YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TR?
- The 990 for the year ended June 30, 2025 names Yale University Trustee.
- Who are the officers and directors of YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TR?
- The 990 for the year ended June 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $114,920,915, expenses of $59,246,656 and total assets of $1,242,331,272 at year end.
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