Overview

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Est.

1991

Fiscal Year Start

Jan 1

Organization Type

Grantseeker

AI Summary

The Wells Fargo & Co Employee Benefit Trust for Retiree, established under EIN 41-1713318, is dedicated to providing medical benefits for retired employees of Wells Fargo & Co. With an operating budget of $18.6 million and total revenue of $43.3 million for the filing year 2024, the trust operates as a significant resource for its beneficiaries. The organization does not rely on a single funder for 50% or more of its revenue, ensuring a diversified financial base to support its mission.

Mission Statement

The trust was esablished to provide medical benefits for retired employees of Wells Fargo Co.
Revenues
$43.3M
Expenses
$46.3M
Net Income:
-$3M
Assets
$279.6M
Liabilities
$0
Net Assets:
+$279.6M
Operating Budget
$18.6M
Operating Budget by Year

Due Diligence

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Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Not in Pub 78 list
IRS Revocation Status
Not in Automatic Revocation of Exemption List
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P
Principal Financial Group
Board Member
J
Jeff Roy
Executive
J
Janice Anderson
Executive

Frequently Asked Questions

What is Wells Fargo & Co Employee Benefit Trust for Retiree’s budget?
In 2024, Wells Fargo & Co Employee Benefit Trust for Retiree reported an annual operating budget of around $18.6 million. More detailed financial information is available to registered users.
Where does Wells Fargo & Co Employee Benefit Trust for Retiree operate?
Wells Fargo & Co Employee Benefit Trust for Retiree is headquartered in San Francisco, CA.