Civic Intelligence

The Medical Trust

990T • Fiscal year 2023 • EIN 23-2131641

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 07, 2024

Organization ProfileN/A
Glenmede Tr CO 1650 Mkt St 1200Philadelphia, PA 19103-7391

(215) 419-6000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2010: $161,351,289Liabilities 2010: $0Net Assets 2010: $161,351,2892010Assets 2011: $170,874,683Liabilities 2011: $0Net Assets 2011: $170,874,6832011Assets 2012: $170,718,137Liabilities 2012: $0Net Assets 2012: $170,718,1372012Assets 2013: $172,287,985Liabilities 2013: $0Net Assets 2013: $172,287,9852013Assets 2014: $174,549,656Liabilities 2014: $0Net Assets 2014: $174,549,6562014Assets 2015: $174,102,397Liabilities 2015: $0Net Assets 2015: $174,102,3972015Assets 2016: $172,388,550Liabilities 2016: $0Net Assets 2016: $172,388,5502016Assets 2017: $177,816,947Liabilities 2017: $0Net Assets 2017: $177,816,9472017Assets 2018: $175,029,259Liabilities 2018: $0Net Assets 2018: $175,029,2592018Assets 2019: $174,719,977Liabilities 2019: $0Net Assets 2019: $174,719,9772019Assets 2020: $191,743,295Liabilities 2020: $0Net Assets 2020: $191,743,2952020Assets 2021: $200,270,282Liabilities 2021: $0Net Assets 2021: $200,270,2822021Assets 2022: $229,683,820Liabilities 2022: $0Net Assets 2022: $229,683,8202022Assets 2023: $247,977,100Liabilities 2023: $0Net Assets 2023: $247,977,1002023Assets 2024: $266,641,083Liabilities 2024: $0Net Assets 2024: $266,641,0832024

Latest loaded filing

2024

Assets$266,641,083
Liabilities$0
Net Assets$266,641,083
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0-$10MRevenue 2010: $8,240,150Expenses 2010: $10,623,627Net Income 2010: -$2,383,4772010Revenue 2011: $20,258,164Expenses 2011: $10,734,770Net Income 2011: $9,523,3942011Revenue 2012: $10,647,464Expenses 2012: $10,804,010Net Income 2012: -$156,5462012Revenue 2013: $12,643,342Expenses 2013: $11,073,494Net Income 2013: $1,569,8482013Revenue 2014: $13,588,958Expenses 2014: $11,327,287Net Income 2014: $2,261,6712014Revenue 2015: $11,214,009Expenses 2015: $11,661,268Net Income 2015: -$447,2592015Revenue 2016: $9,883,086Expenses 2016: $11,596,934Net Income 2016: -$1,713,8482016Revenue 2017: $17,160,002Expenses 2017: $11,731,605Net Income 2017: $5,428,3972017Revenue 2018: $9,284,735Expenses 2018: $12,072,424Net Income 2018: -$2,787,6892018Revenue 2019: $11,806,134Expenses 2019: $12,115,416Net Income 2019: -$309,2822019Revenue 2020: $15,660,111Expenses 2020: $12,383,744Net Income 2020: $3,276,3672020Revenue 2021: $19,932,215Expenses 2021: $12,655,406Net Income 2021: $7,276,8092021Revenue 2022: $30,524,797Expenses 2022: $13,714,187Net Income 2022: $16,810,6102022Revenue 2023: $26,352,236Expenses 2023: $14,341,233Net Income 2023: $12,011,0032023Revenue 2024: $35,289,443Expenses 2024: $11,074,272Net Income 2024: $24,215,1712024

Latest loaded filing

2024

Revenue$35,289,443
Expenses$11,074,272
Net Income$24,215,171
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 7, 2024
Return Version
2023v7.0
Mission and Program Overview

Mission

See schedule o.the organization provides substantial support to the pew charitable trusts, a public charity described in internal revenue code sections 501(c)(3) and 170(b)(1)(a)(vi), which conducts and funds programs designed to improve public policy, maintain public awareness of significant issues and trends and invigorate civic life.

Filing and Contact Details

Filer

Filer Name
Medical Trust
EIN
23-2131641
Phone
2154196000
Address
GLENMEDE TR CO 1650 MKT ST 1200, PHILADELPHIA, PA 19103-7391

Signing Officer

Name
Glenmede Trust Co Na
Title
General Counsel
Phone
2154196000
Signed
2024-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
1700 MARKET STREET 25TH FLOOR, PHILADELPHIA, PA 19103-3984
Preparer
David F Dotson
Phone
2152462300
Raw XML Appendix93 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt036933
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt0-654
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt036279
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt036933
IRS1041ScheduleD/NetLTGainOrLossFromSchK1Amt036933
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt0-654
IRS1041ScheduleD/NetSTGainOrLossFromSchK1Amt0-654
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt036933
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt0-654
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt036279
IRS990T/BooksInCareOfDetail/PersonNm0THE GLENMEDE TRUST COMPANY NA
IRS990T/BooksInCareOfDetail/PhoneNum02154196000
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01650 MARKET STREET SUITE 1200
IRS990T/BooksInCareOfDetail/USAddress/CityNm0PHILADELPHIA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0191037391
IRS990T/BookValueAssetsEOYAmt0247977100
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0147017
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0900001
IRS990TScheduleA/CapitalGainNetIncomeAmt036279
IRS990TScheduleA/InterestDeductionAmt08866
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0900001
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt08866
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-30807
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt05472
IRS990TScheduleA/TotUnrltTrdBusIncmAmt05472
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-3394
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-3394
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GLENMEDE TRUST CO NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GENERAL COUNSEL
ReturnHeader/BusinessOfficerGrp/PhoneNum02154196000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MEDICAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MEDI
ReturnHeader/Filer/EIN0232131641
ReturnHeader/Filer/PhoneNum02154196000
ReturnHeader/Filer/USAddress/AddressLine1Txt0GLENMEDE TR CO 1650 MKT ST 1200
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0191037391
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01700 MARKET STREET 25TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0191033984
ReturnHeader/PreparerPersonGrp/PhoneNum02152462300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID F DOTSON
ReturnHeader/ReturnTs02024-11-14T23:54:14-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$267$0.00$267$35.3$11.1$24.2
2023Detailed filing. Detailed filing data is available for this year.$248$0.00$248$26.4$14.3$12.0
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$230$0.00$230$30.5$13.7$16.8
2021Detailed filing. Detailed filing data is available for this year.$200$0.00$200$19.9$12.7$7.28
2020Detailed filing. Detailed filing data is available for this year.$192$0.00$192$15.7$12.4$3.28
2019Summary only. Only limited summary data is available for this year.$175$0.00$175$11.8$12.1$0.31
2018Summary only. Only limited summary data is available for this year.$175$0.00$175$9.28$12.1$2.79
2017Summary only. Only limited summary data is available for this year.$178$0.00$178$17.2$11.7$5.43
2016Summary only. Only limited summary data is available for this year.$172$0.00$172$9.88$11.6$1.71
2015Summary only. Only limited summary data is available for this year.$174$0.00$174$11.2$11.7$0.45
2014Summary only. Only limited summary data is available for this year.$175$0.00$175$13.6$11.3$2.26
2013Summary only. Only limited summary data is available for this year.$172$0.00$172$12.6$11.1$1.57
2012Summary only. Only limited summary data is available for this year.$171$0.00$171$10.6$10.8$0.16
2011Summary only. Only limited summary data is available for this year.$171$0.00$171$20.3$10.7$9.52
2010Summary only. Only limited summary data is available for this year.$161$0.00$161$8.24$10.6$2.38