Nonprofit · EIN 52-6976965
NATIONAL ACADEMY OF SCIENCES RETIRE WELFARE BENEFIT PLAN TR
Also known as EXETER TRUST TRUSTEE
Tax-exempt · PORTSMOUTH, NH 03801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,658,461 | $1,770,904 | $887,557 | $69,373,264 | $0 | $69,373,264 |
| December 31, 2023 | 990 | $2,036,468 | $2,050,585 | -$14,117 | $65,675,994 | $0 | $65,675,994 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $2,658,461
- Net gain from sales of assets
- $943,242
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $411,821
- Salaries, compensation and benefits (total)
- $411,821
- Professional fundraising fees
- $0
- Program services (functional)
- $1,326,443
- Management and general (functional)
- $444,461
Balance sheet and other
- Total assets, start of year
- $65,675,994
- Total assets, end of year
- $69,373,264
- Total liabilities, end of year
- $0
- Net assets, end of year
- $69,373,264
- Publicly traded securities
- $68,153,680
- Net assets without donor restrictions
- $69,373,264
- Gross receipts
- $41,400,633
- Employees
- 0
- Year formed
- 1999
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EXETER TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $411,821 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EXETER TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $374,707 |
Address and contacts
- Address (IRS master file)
- 155 FLEET ST, PORTSMOUTH, NH 03801-4050
- In care of
- % EXETER TR COMPANY TTEE
- Principal officer (990 for 2024)
- NATIONAL ACADEMY OF SCIENCES RETIREE WELFARE BENEFIT PLAN TRUST, C/O EXETER TR CO TTEE 155 FLEET ST, PORTSMOUTH, NH 03801
- Signed the 990
- VERONICA VAN NEST, TRUSTEE
- Phone
- (585) 325-1129
- Return prepared by
- FIDUCIARY TAX CONSULTANTS LLC
Mission
DESCRIPTION OF ORGANIZATION MISSION: THE REPORTING ORGANIZATION NATIONAL ACADEMY OF SCIENCES RETIREE WELFARE BENEFIT PLAN TRUST (THE TRUST) WAS ORGANIZED AND WILL OPERATE FOR THE BENEFIT OF THE NATIONAL ACADEMY OF SCIENCES (NAS) FOR THE PRIMARY PURPOSE OF HOLDING, MANAGING AND INVESTING CERTAIN ASSETS OF THE NATIONAL ACADEMY OF SCIENCES RETIREE WELFARE BENEFIT PLAN ("PLAN") SAID ASSETS TO BE HELD IN TRUST FOR THE PURPOSE OF PAYING INSURANCE PREMIUMS UNDER THE PLAN ON BEHALF OF ELIGIBLE RETIREES AND OTHER PARTICIPANTS UNDER THE PLAN IN ACCORDANCE WITH THE TERMS OF THE PLAN AND REQUIREMENTS OF THE EMPLOYMENT RETIREMENT INCOME SECURITY ACT (ERISA).
Program accomplishments
- HEALTH INSURANCE PREMIUMSExpenses $1,242,810
- DEBIT CARD ACTIVITY AND ADMINISTRATIONExpenses $59,642
- LIFE INSURANCE PREMIUMSExpenses $13,137
- Expenses $10,854
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 | Not 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
- 52-6976965
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Science and technology (U192)
- Assets (IRS master file)
- $69,373,264
- Income (IRS master file)
- $41,400,633
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,658,461 | $1,770,904 | $69,373,264 | IRS |
| 990 | December 2023 | $2,036,468 | $2,050,585 | $65,675,994 | XML |
| 990 | December 2022 | $6,438,476 | $1,875,751 | $59,001,038 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 52-6976965).
Questions about NATIONAL ACADEMY OF SCIENCES RETIRE WELFARE BENEFIT PLAN TR
- What is the EIN of NATIONAL ACADEMY OF SCIENCES RETIRE WELFARE BENEFIT PLAN TR?
- The employer identification number (EIN) of NATIONAL ACADEMY OF SCIENCES RETIRE WELFARE BENEFIT PLAN TR is 52-6976965.
- Is NATIONAL ACADEMY OF SCIENCES RETIRE WELFARE BENEFIT PLAN TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to NATIONAL ACADEMY OF SCIENCES RETIRE WELFARE BENEFIT PLAN TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does NATIONAL ACADEMY OF SCIENCES RETIRE WELFARE BENEFIT PLAN 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 NATIONAL ACADEMY OF SCIENCES RETIRE WELFARE BENEFIT PLAN TR 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 NATIONAL ACADEMY OF SCIENCES RETIRE WELFARE BENEFIT PLAN TR 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 NATIONAL ACADEMY OF SCIENCES RETIRE WELFARE BENEFIT PLAN TR?
- The 990 for the year ended December 31, 2024 names NATIONAL ACADEMY OF SCIENCES RETIREE WELFARE BENEFIT PLAN TRUST.
- Who are the officers and directors of NATIONAL ACADEMY OF SCIENCES RETIRE WELFARE BENEFIT PLAN TR?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $411,821 (EXETER TRUST COMPANY, TRUSTEE).
- How much revenue does NATIONAL ACADEMY OF SCIENCES RETIRE WELFARE BENEFIT PLAN TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,658,461, expenses of $1,770,904 and total assets of $69,373,264 at year end.
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