Public Charity

CAPREIT WELFARE BENEFIT TRUST

CAPREIT WELFARE BENEFIT TRUST, of ROCKVILLE, MD, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $3.6M in revenue, $4.4M in expenses, $1.7M in total assets.

EIN: 521927939 ROCKVILLE, MD Latest filing: 2025
Total Revenue$3.6M
Total Expenses$4.4M
Total Assets$1.7M
Grant Records0
Filing Years2020–2025

Mission

CAPREIT WELFARE BENEFIT PLAN (THE PLAN) WAS FORMED TO SERVE AS THE FUNDING VEHICLE FOR HEALTH AND OTHER BENEFITS TO BE PAID TO THE ELIGIBLE EMPLOYEES OF CAPREIT OPERATING LP, CAPREIT RESIDENTIAL CORPORATION, AND CAPREIT MANAGEMENT, LLC AND THEIR RESPECTIVE ELIGIBLE DEPENDENTS PURSUANT TO THE CAPREIT WELFARE BENEFIT PLAN. THE PLAN IS ENGAGED IN NO ACTIVITIES OTHER THAN THOSE REQUIRED TO MAINTAIN ITS EXISTENCE.

Officers & Directors

trustee Capreit Operating Lp

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $3.6M $4.4M $1.7M
2024 $4.3M $3.8M $2.4M
2023 $4.4M $4.8M $2.0M
2021 $5.3M $4.6M $2.7M
2020 $5.1M $4.7M $2.3M

Between 2020 and 2025, reported annual revenue declined from $5.1M to $3.6M (-30%), with total assets most recently reported at $1.7M.

Interactive year-over-year charts and full filing details available with membership.

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