Mission
TO FUND WELFARE BENEFITS FOR RETIREES PURSUANT TO IRC SECTION 501(C)(9).
Public Charity
BAE SYSTEMS FUNDED RETIREE BENEFIT TRUST
BAE SYSTEMS FUNDED RETIREE BENEFIT TRUST is a Public Charity headquartered in FALLS CHURCH, VA. Financial data from the 2024 filing: $7.4M revenue, $11.4M expenses, $156.7M total assets.
EIN: 046957993
FALLS CHURCH, VA
Voluntary Employees Beneficiary Associations (Non-Government)
NTEE: Y43
Latest filing: 2024
Total Revenue$7.4M
Total Expenses$11.4M
Total Assets$156.7M
Grant Records0
Filing Years2019–2024
Where $100 goes at Bae Systems Funded Retiree Benefit Trust
How Bae Systems Funded Retiree Benefit Trust divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.
$82
Programs
the work itself
$18
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $82 for programs
$82
The trust prefunds welfare benefits for retirees of the sponsor of the trust and various affiliated entities
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
TRUSTEE
Jp Morgan Chase Bank Na
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $7.4M | $11.4M | $156.7M |
| 2023 | $6.2M | $12.1M | $161.9M |
| 2022 | $-11.8M | $13.5M | $164.6M |
| 2020 | $11.5M | $11.6M | $210.8M |
| 2019 | $15.4M | $12.0M | $214.2M |
Between 2019 and 2024, reported annual revenue declined from $15.4M to $7.4M (-52%), with total assets most recently reported at $156.7M.
Interactive year-over-year charts and full filing details available with membership.