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Employer Contribution Veba Trust For Franklin & Marshall College

Tiaa Cref Tr Co Fsb Ttee
  • Charlotte, NC
  • Tax-exempt since May 2015
  • EIN: 30-6380369

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$408k (2023)

Expenses
$200k (2023)

Total Assets
$2.02M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2014 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$407,509
Expenses
$199,590
Net Income
$207,919
Net Assets
$2,016,196
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $363,276
89.1%
Investment Income $47,148
11.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,915
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,016,196
Total Liabilities $0
Net Assets $2,016,196
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Trust Na (Trustee) $750 $0 $0

Document Links

990
Filed on Oct. 28, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$413,381
Expenses
$192,886
Net Income
$220,495
Net Assets
$1,620,156
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $333,591
80.7%
Investment Income $82,142
19.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,352
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,620,156
Total Liabilities $0
Net Assets $1,620,156
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Trust Na (Trustee) $750 $0 $0

Document Links

990
Filed on Nov. 3, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$415,257
Expenses
$152,700
Net Income
$262,557
Net Assets
$1,724,220
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $258,386
62.2%
Investment Income $124,381
30.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $32,490
7.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,724,220
Total Liabilities $0
Net Assets $1,724,220
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Fsb (Trustee) $750 $0 $0

Document Links

990
Filed on Oct. 25, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$292,349
Expenses
$127,596
Net Income
$164,753
Net Assets
$1,440,954
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $216,322
74.0%
Investment Income $70,942
24.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,085
1.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,440,954
Total Liabilities $0
Net Assets $1,440,954
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Fsb (Trustee) $750 $0 $0

Document Links

990
Filed on Oct. 29, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$247,409
Expenses
$97,617
Net Income
$149,792
Net Assets
$1,169,982
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $196,901
79.6%
Investment Income $43,333
17.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,175
2.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,169,982
Total Liabilities $0
Net Assets $1,169,982
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Fsb (Trustee) $750 $0 $0

Document Links

990
Filed on Oct. 23, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$191,144
Expenses
$64,812
Net Income
$126,332
Net Assets
$875,176
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $137,439
71.9%
Investment Income $49,259
25.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,446
2.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $875,176
Total Liabilities $0
Net Assets $875,176
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Fsb (Trustee) $750 $0 $0

Document Links

990
Filed on Oct. 4, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$93,058
Expenses
$41,428
Net Income
$51,630
Net Assets
$874,641
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $51,829
55.7%
Investment Income $34,014
36.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,215
7.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $874,641
Total Liabilities $0
Net Assets $874,641
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Cref Trust Company Fsb (Trustee) $750 $0 $0

Document Links

990
Filed on Aug. 10, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$90,270
Expenses
$28,548
Net Income
$61,722
Net Assets
$726,224
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $63,646
70.5%
Investment Income $27,848
30.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,224
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $726,224
Total Liabilities $0
Net Assets $726,224
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Cref Trust Company Fsb (Trustee) $750 $0 $0

Document Links

990
Filed on Aug. 23, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$200,562
Expenses
$15,356
Net Income
$185,206
Net Assets
$643,027
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $170,216
84.9%
Investment Income $26,834
13.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,512
1.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $643,027
Total Liabilities $0
Net Assets $643,027
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Cref Trust Company Fsb (Trustee) $750 $0 $0

Document Links

990
Filed on Aug. 2, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$310,584
Expenses
$5,934
Net Income
$304,650
Net Assets
$494,659
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $283,879
91.4%
Investment Income $24,626
7.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,079
0.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $494,659
Total Liabilities $0
Net Assets $494,659
Compensation
Key Employees and Officers Compensation Related Other
Tiaa Cref Trust Company Fsb (Trustee) $750 $0 $0

Document Links

990
Filed on July 21, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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