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Nonprofit · EIN 52-6775182

AURA RETIREE HEALTH BENEFIT TR

Also known as FEINSTEIN HARRY W TTEE

Tax-exempt · WASHINGTON, DC 20004

Financials

$1.3M$186K2022$1.8M$208K2023$3M$201K2024
Revenue Expenses · by fiscal year end
Financials of AURA RETIREE HEALTH BENEFIT TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$3,035,661$201,244$2,834,417$50,982,392$0$50,982,392
September 30, 2024990$1,847,587$207,894$1,639,693$46,000,548$0$46,000,548
September 30, 2023990$1,323,723$186,432$1,137,291$37,103,907$0$37,103,907
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$3,033,062
Net gain from sales of assets
$1,820,379
Other revenue
$2,599

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$33,925
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$56,671

Balance sheet and other

Total assets, start of year
$46,000,548
Total assets, end of year
$50,982,392
Total liabilities, end of year
$0
Net assets, end of year
$50,982,392
Publicly traded securities
$50,434,309
Gross receipts
$27,110,563
Employees
0
Volunteers
0
Year formed
1994
State of legal domicile
DC

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
CHARLES MOUNTAINPRESIDENT
Officer
1$0$603,661$63,776
BARBARA LAMVP OF OPERATIONS/CFO
Officer
1$0$335,494$66,735
NANCI REICHDIRECTOR OF CORPORATE GOVERNANCE
Officer
1$0$151,222$48,643
PNC BANKTRUSTEE
Institutional trustee
0$0$0$0
990 for the year ended September 30, 2024: 4 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
CHARLES MOUNTAINPRESIDENT
Officer
1$0$566,893$67,081
BARBARA LAMVP OF OPERATIONS/CFO
Officer
1$0$312,905$62,446
NANCI REICHDIRECTOR - CORP GOVERNANCE
Officer
1$0$154,219$45,676
PNC BANKTRUSTEE
Institutional trustee
0$0$0$0
990 for the year ended September 30, 2023: 4 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
CHARLES MOUNTAINPRESIDENT
Officer
1$0$547,450$62,973
BARBARA LAMCFO
Officer
1$0$292,976$59,982
NANCI REICHDIRECTOR OF CORPORATE OPERATIONS
Officer
1$0$131,142$43,461
PNC BANKTRUSTEE
Institutional trustee
0$0$0$0

Address and contacts

Address (IRS master file)
1331 PENNSYLVANIA AVE NW STE 1475, WASHINGTON, DC 20004-1752
Principal officer (990 for 2024)
CHARLES MOUNTAIN, 1331 PENNSYLVANIA AVENUE NW 1475, WASHINGTON, DC 20004
Signed the 990
CHARLES MOUNTAIN, PRESIDENT
Phone
(202) 483-2101
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

PLAN PROVIDES HEALTH BENEFITS TO ELIGIBLE RETIRED AND FORMER EMPLOYEES OF THE ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY, INC. (AURA).

990 for the year ended September 30, 2025

Program accomplishments

  • PLAN PROVIDES BENEFITS TO ELIGIBLE RETIRED AND FORMER EMPLOYEES OF THE ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY, INC. (AURA).

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

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
52-6775182
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1996
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$50,982,392
Income (IRS master file)
$27,110,563

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$3,035,661$201,244$50,982,392XML
990September 2024$1,847,587$207,894$46,000,548XML
990September 2023$1,323,723$186,432$37,103,907XML
990September 2022$149,696$199,299$32,840,468IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 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 52-6775182).

Questions about AURA RETIREE HEALTH BENEFIT TR

What is the EIN of AURA RETIREE HEALTH BENEFIT TR?
The employer identification number (EIN) of AURA RETIREE HEALTH BENEFIT TR is 52-6775182.
Is AURA RETIREE HEALTH BENEFIT TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1996.
Are donations to AURA RETIREE HEALTH BENEFIT TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does AURA RETIREE HEALTH BENEFIT 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 AURA RETIREE HEALTH BENEFIT TR due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did AURA RETIREE HEALTH BENEFIT TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of AURA RETIREE HEALTH BENEFIT TR?
The 990 for the year ended September 30, 2025 names CHARLES MOUNTAIN.
Who are the officers and directors of AURA RETIREE HEALTH BENEFIT TR?
The 990 for the year ended September 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does AURA RETIREE HEALTH BENEFIT TR have?
On its 990 for the year ended September 30, 2025 it reported revenue of $3,035,661, expenses of $201,244 and total assets of $50,982,392 at year end.

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