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RETA TRUST

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Public nonprofit record

RETA TRUST

EIN 94-2329720 · Mutual & Membership Benefit (Y)

What they do

THE RETA TRUST WAS FORMED UNDER A RELIGIOUS TRUST AGREEMENT ENTERED INTO BY TWO ROMAN CATHOLIC ARCHDIOCESES, SEVERAL DIOCESES and SEVERAL RELIGIOUS ORDERS of THE ROMAN CATHOLIC CHURCH AS A MEANS WHEREIN to PROVIDE COST EFFECTIVE MEDICAL BENEFITS to CLERGY, MEN & WOMEN RELIGIOUS, and THEIR LAY EMPLOYEES and THEIR DEPENDENTS.

Money

Financial picture

Tax year 2024
Revenue$416,558,816
Expenses$414,515,892
Assets$101,364,204
Income$442,138,383
Stocks and bonds$45,508,836
Accounting fees$510,685
Investing fees$291,603

About this charity

Recognized since
January 1977
Location
PO BOX 1365, ALAMEDA, CA 94501
County
Contra Costa
In care of
DEACON ARUNA SILVA
Primary officer
DEACON ARUNA SILVA, CFO

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
July 1, 2024
Return type
990
Tax preparer
BAKER TILLY ADVISORY GROUP LP
NTEE classification
Mutual & Membership Benefit (Y)
IRS tax category
Mutual & Membership Benefit
More public IRS record details

These are classification codes from the organization’s public nonprofit record.

Subsection
09
Affiliation
3
Classification
1000
Deductibility
2
Activity
265000000
Organization
2
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About this report: Information comes from public nonprofit records and may show the latest filing available.

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