Nonprofit · EIN 52-1957034
PAUL MELLON HEALTH CARE PLAN TRUST
Tax-exempt (reinstated) · WILMINGTON, DE 19801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $48,824 | $99,987 | -$51,163 | $958,281 | $0 | $958,281 |
| December 31, 2024 | 990 | $67,908 | $114,677 | -$46,769 | $990,645 | $0 | $990,645 |
| December 31, 2023 | 990 | $60,484 | $126,166 | -$65,682 | $1,047,248 | $0 | $1,047,248 |
| December 31, 2022 | 990 | $61,900 | $124,983 | -$63,083 | $1,100,620 | $0 | $1,100,620 |
| December 31, 2021 | 990 | $48,083 | $144,625 | -$96,542 | $1,209,773 | $0 | $1,209,773 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $24,184
- Investment income
- $24,640
- Net gain from sales of assets
- -$17,327
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $51,288
- Compensation of officers, directors and key employees
- $13,016
- Salaries, compensation and benefits (total)
- $13,016
- Professional fundraising fees
- $0
- Program services (functional)
- $99,987
Balance sheet and other
- Total assets, start of year
- $990,645
- Total assets, end of year
- $958,281
- Total liabilities, end of year
- $0
- Net assets, end of year
- $958,281
- Publicly traded securities
- $732,591
- Gross receipts
- $373,152
- Employees
- 0
- Year formed
- 1968
- State of legal domicile
- DE
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILMINGTON TRUST NA | TRUSTEE Institutional trustee | 1 | $13,016 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILMINGTON TRUST NA | TRUSTEE Institutional trustee | 1 | $13,000 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Wilmington Trust NA | Trustee Institutional trustee | 1 | $13,000 |
990 for the year ended December 31, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Wilmington Trust NA | Trustee Institutional trustee | 1 | $13,000 |
990 for the year ended December 31, 2021: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Wilmington Trust NA | Trustee Institutional trustee | 1 | $13,000 |
Address and contacts
- Address (IRS master file)
- 1100 N MARKET STREET, WILMINGTON, DE 19801-1243
- In care of
- % WILMINGTON TRUST NA
- Principal officer (990 for 2025)
- SAME AS BOX C ABOVE
- Signed the 990
- WILMINGTON TRUST N A, SVP
- Phone
- (302) 651-8600
- Return prepared by
- ERNST & YOUNG US LLP
Mission
A VEBA ESTABLISHED TO PAY THE HEALTH CARE COSTS OF EMPLOYEES AND FORMER EMPLOYEES OF PAUL MELLON
Program accomplishments
- THE VEBA PAYS THE HEALTH CARE COSTS OF EMPLOYEES AND FORMER EMPLOYEES OF PAUL MELLON.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-1957034
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2023
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $958,281
- Income (IRS master file)
- $373,152
Revocation and reinstatement
- Exemption revoked
- May 15, 2022
- Posted by the IRS
- August 8, 2022
- Reinstated
- Effective May 15, 2022
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $48,824 | $99,987 | $958,281 | IRS |
| 990 | December 2024 | $67,908 | $114,677 | $990,645 | XML |
| 990 | December 2023 | $60,484 | $126,166 | $1,047,248 | XML |
| 990 | December 2022 | $61,900 | $124,983 | $1,100,620 | XML |
| 990 | December 2021 | $48,083 | $144,625 | $1,209,773 | XML |
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 52-1957034).
Questions about PAUL MELLON HEALTH CARE PLAN TRUST
- What is the EIN of PAUL MELLON HEALTH CARE PLAN TRUST?
- The employer identification number (EIN) of PAUL MELLON HEALTH CARE PLAN TRUST is 52-1957034.
- Is PAUL MELLON HEALTH CARE PLAN TRUST tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2022 and reinstated it effective May 15, 2022.
- Are donations to PAUL MELLON HEALTH CARE PLAN TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PAUL MELLON HEALTH CARE 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 PAUL MELLON HEALTH CARE PLAN TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PAUL MELLON HEALTH CARE PLAN TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of PAUL MELLON HEALTH CARE PLAN TRUST?
- The 990 for the year ended December 31, 2025 names SAME AS BOX C ABOVE.
- Who are the officers and directors of PAUL MELLON HEALTH CARE PLAN TRUST?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $13,016 (WILMINGTON TRUST NA, TRUSTEE).
- How much revenue does PAUL MELLON HEALTH CARE PLAN TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $48,824, expenses of $99,987 and total assets of $958,281 at year end.
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