Nonprofit · EIN 83-6900635
HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN TR
Tax-exempt · CHEVY CHASE, MD 20815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $11,682,656 | $10,829,005 | $853,651 | $41,909,611 | $319,685 | $41,589,926 |
| December 31, 2023 | 990 | $11,227,644 | $9,967,657 | $1,259,987 | $41,221,436 | $209,221 | $41,012,215 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $8,153,706
- Investment income
- $1,785,980
- Other revenue
- $1,742,970
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $10,428,920
- Compensation of officers, directors and key employees
- $50,586
- Salaries, compensation and benefits (total)
- $50,586
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $41,221,436
- Total assets, end of year
- $41,909,611
- Total liabilities, end of year
- $319,685
- Net assets, end of year
- $41,589,926
- Publicly traded securities
- $40,769,192
- Gross receipts
- $11,682,656
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2019
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIAA TRUST NA FKA TIAA FSB | TRUSTEE Institutional trustee | 2 | $50,586 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIAA TRUST NA (FORMERLY KNOWN AS TIAAFSB) | TRUSTEE Institutional trustee | 2 | $49,132 |
Address and contacts
- Address (IRS master file)
- 4000 JONES BRIDGE RD, CHEVY CHASE, MD 20815-6720
- In care of
- % HOWARD HUGHES MEDICAL INST
- Principal officer (990 for 2024)
- LYNNE LOCHTE, 4000 Jones Bridge Road, Chevy Chase, MD 20815
- Signed the 990
- LYNNE LOCHTE, DEPUTY CFO & ASSISTANT TREASURER
- Phone
- (301) 215-8500
- Return prepared by
- PWC US TAX LLP
Mission
THE HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN TRUST WAS ESTABLISHED TO PROVIDE RETIREE WELFARE BENEFITS INCLUDING MEDICAL, PRESCRIPTION DRUG, DENTAL AND VISION COVERAGE TO ELIGIBLE RETIREES OF HHMI AND THEIR ELIGIBLE DEPENDENTS.
Program accomplishments
- ACCOMPLISHMENT OF THE TRUST'S PRIMARY EXEMPT PURPOSE.
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
- 83-6900635
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2020
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $41,909,611
- Income (IRS master file)
- $11,682,656
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $11,682,656 | $10,829,005 | $41,909,611 | XML |
| 990 | December 2023 | $11,227,644 | $9,967,657 | $41,221,436 | XML |
| 990 | December 2022 | $9,614,035 | $9,298,480 | $39,245,032 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 83-6900635).
Questions about HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN TR
- What is the EIN of HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN TR?
- The employer identification number (EIN) of HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN TR is 83-6900635.
- Is HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2020.
- Are donations to HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HOWARD HUGHES MEDICAL INSTITUTE RETIREE 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 HOWARD HUGHES MEDICAL INSTITUTE RETIREE 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 HOWARD HUGHES MEDICAL INSTITUTE RETIREE 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 HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN TR?
- The 990 for the year ended December 31, 2024 names LYNNE LOCHTE.
- Who are the officers and directors of HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN TR?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $50,586 (TIAA TRUST NA FKA TIAA FSB, TRUSTEE).
- How much revenue does HOWARD HUGHES MEDICAL INSTITUTE RETIREE WELFARE BENEFIT PLAN TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $11,682,656, expenses of $10,829,005 and total assets of $41,909,611 at year end.
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