Reta Trust

Reta Trust is a voluntary employees' beneficiary association (non-govt. emps.) organization in Walnut Creek, California. Its tax id (EIN) is 94-2329720. It was granted tax-exempt status by IRS in July, 1977. For detailed information such as income and other financial data of Reta Trust, refer to the following table.


Profile of Reta Trust

Organization Name Reta Trust
Tax Id (EIN)94-2329720
Address 2121 N California Blvd Ste 350, Walnut Creek, CA 94596-7390
In Care of Name Barbara A Goode
All tax-exempt organizations in zip code 94596
Tax PeriodAssetIncomeRevenue
June, 2013$92,552,575$236,523,972$184,569,696
June, 2014$110,923,990$266,298,876$206,009,178
June, 2015$104,823,407$225,502,804$166,433,973
June, 2016$92,857,843$236,950,312$183,059,493
June, 2017$83,025,519$267,651,996$213,411,141
June, 2018$84,709,238$310,399,486$250,723,443
June, 2019$102,913,524$356,235,609$279,363,604
June, 2020$116,984,744$283,533,496$252,914,734
June, 2021$111,698,157$299,474,648$265,943,772
June, 2022$85,515,612$305,425,776$276,637,833
June, 2023$90,457,092$344,149,636$318,671,351
IRS Exempt Status Ruling Date July, 1977
Exempt Status Unconditional Exemption
Deductibility Contributions are not deductible
Organization's purposes,
activities, & operations
Sick, accident, death, or similar benefits
Foundation Type All organizations except 501(c)(3)
Organization Type Trust
Organization Classification Voluntary Employees' Beneficiary Association (Non-Govt. Emps.)
Affiliation Independent - This organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Primary Return(s) Required to File 990 (all other) or 990EZ return
Private Foundation Filing Requirement No need to 990-PF return
Asset Range Reported on Form 990$50,000,000 to greater
Income Range Reported on Form 990$50,000,000 to greater
Accounting Period 06