2026-07-09T16:26:19-05:00 2025-08-31 346565596 ERNST & YOUNG US LLP ONE MANHATTAN WEST NEW YORK NY 10001 990 2024-09-01 371592643 NEW YORK UNIVERSITY SCHOOL OF MEDICINE VEBA TRUST NEWY 2122633474 550 FIRST AVENUE NEW YORK NY 10016 JOSEPH J LHOTA CFO 2122633474 2026-06-30 1 0 LAURA MAYO P01962945 2127733000 2024 2025-03-06 01:10:19Z JOSEPH J LHOTA 550 FIRST AVENUE NEW YORK NY 10016 15360727 0 X N/A X 2008 NY TO FUND THE POSTRETIREMENT HEALTH CARE BENEFITS PROVIDED TO ELIGIBLE PARTICIPANTS. 1 0 0 0 0 0 0 0 5664708 6090493 -195171 1042986 0 0 5469537 7133479 0 0 8716671 9447435 8750 7000 0 0 0 37161 42996 8762582 9497431 -3293045 -2363952 4721899 2305642 0 0 4721899 2305642 X TO FUND THE POSTRETIREMENT HEALTH CARE BENEFITS (MEDICAL AND PRESCRIPTION DRUG COVERAGE) PROVIDED TO ELIGIBLE PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS AND BENEFICIARIES UNDER THE PLAN. 0 0 SEE SCHEDULE OTHE NEW YORK UNIVERSITY SCHOOL OF MEDICINE VEBA TRUST (THE "TRUST") WAS ESTABLISHED TO FUND THE POSTRETIREMENT HEALTH CARE BENEFITS (MEDICAL AND PRESCRIPTION DRUG COVERAGE), PROVIDED TO ELIGIBLE PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS AND BENEFICIARIES UNDER THE NEW YORK UNIVERSITY SCHOOL OF MEDICINE EMPLOYEE BENEFIT PLAN (THE "PLAN"). PARTICIPATION IN THE TRUST IS VOLUNTARY AND CONSISTS OF RETIRED EMPLOYEES OF NYU GROSSMAN SCHOOL OF MEDICINE AND ITS AFFILIATES. THE TRUST HOLDS ASSETS OF THE PLAN, WHICH ARE INVESTED BY THE TRUSTEE OR OTHER APPOINTED INVESTMENT MANAGERS PURSUANT TO THE TERMS OF THE VEBA TRUST AGREEMENT. THE ASSETS OF THE TRUST MAY ONLY BE USED FOR THE PAYMENT OF BENEFITS UNDER THE PLAN AND FOR REASONABLE EXPENSES INCIDENT THERETO. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 X JOSEPH J LHOTA 2122633474 550 FIRST AVENUE NEW YORK NY 10016 JP MORGAN CHASE BANK NA TRUSTEE 1.00 X 7000 0 0 7000 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 6090493 6090493 6090493 976745 976745 8293489 8227248 66241 66241 66241 7133479 6090493 0 1042986 9447435 7000 21000 3237 18759 9497431 1366266 421568 3355633 1884074 4721899 2305642 0 0 X 4721899 2305642 0 0 0 0 4721899 2305642 4721899 2305642 -2363952 -52305 0 X 0 1 X 1 0 FORM 990, PART VI, SECTION A, LINE 7A NEW YORK UNIVERSITY HAS THE POWER TO APPOINT THE TRUSTEE OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8A THE TRUST DID NOT CONDUCT ANY MEETINGS OR UNDERTAKE ANY WRITTEN ACTIONS DURING THE REPORTING PERIOD. FORM 990, PART VI, SECTION A, LINE 8B THE TRUST DID NOT MAINTAIN ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY DURING THE REPORTING PERIOD. FORM 990, PART VI, SECTION B, LINE 11B DESCRIPTION OF THE PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW THE FORM 990: 1. NYU LANGONE HEALTH'S ("NYULH") FINANCE DEPARTMENT DRAFTS THE FORM 990 AND THE ACCOMPANYING SCHEDULES BASED ON THE FISCAL YEAR'S FINANCIAL ACTIVITY AND PRIOR YEAR REPORTING. 2. THE DRAFT IS PROVIDED TO NYULH'S EXTERNAL TAX ADVISOR FOR REVIEW. 3. THE DRAFT IS THEN REVIEWED BY THE NYULH SENIOR VICE PRESIDENT OF FINANCE, AND CHIEF FINANCIAL OFFICER FOR COMPLETENESS AND ACCURACY. THIS IS AN ITERATIVE PROCESS WHICH MAY INVOLVE MORE THAN ONE REVIEW. 4. THE REVIEWED DRAFT IS PRESENTED TO THE NYULH BOARD OF TRUSTEES FOR REVIEW. 5. ONCE APPROVED BY THE BOARD, THE FORM 990 IS ELECTRONICALLY FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12 THE TRUSTEE IS SUBJECT TO THE TERMS AND CONDITIONS SET FORTH IN THE VEBA TRUST AGREEMENT BETWEEN NEW YORK UNIVERSITY AND JP MORGAN CHASE BANK, NA. THE TRUST AGREEMENT SPECIFIES THE RECORDS AND TRUST ACCOUNTINGS THAT MUST BE FURNISHED BY THE TRUSTEE TO NEW YORK UNIVERSITY. NEW YORK UNIVERSITY HAS A WRITTEN CONFLICT OF INTEREST POLICY ADOPTED BY ITS GOVERNING BODY. FORM 990, PART VI, SECTION C, LINE 19 AS AN IRC SECTION 501(C)(9) ORGANIZATION, THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN QUESTION 19 AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART VI, SECTION B, LINES 13 & 14: WHISTLEBLOWER POLICY AND DOCUMENT RETENTION & DESTRUCTION POLICY: WHILE THE ORGANIZATION DOES NOT MAINTAIN ITS OWN WHISTLEBLOWER OR DOCUMENT RETENTION & DESTRUCTION POLICIES, THE TRUSTEE, J.P. MORGAN CHASE BANK, N.A. IS SUBJECT TO ITS CORPORATE WHISTLEBLOWER AND DOCUMENT RETENTION & DESTRUCTION POLICIES. ADDITIONALLY, NEW YORK UNIVERSITY IS SUBJECT TO ITS CORPORATE WHISTLEBLOWER AND DOCUMENT RETENTION & DESTRUCTION POLICIES. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC JP MORGAN CHASE BANK, N.A. - 4 NEW YORK PLAZA, 15TH FLOOR, NEW YORK, NY 10004. NEW YORK UNIVERSITY 105 EAST 17TH STREET 4TH FL NEW YORK NY 10003 135562308 UNIVERSITY NY 501(C)(3) LINE 2 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1