Civic Intelligence

The Procter & Gamble Benefit Plan Trust

990 • Fiscal year 2016 • EIN 31-1018491

Jul 01, 2015 to Jun 30, 2016 • Filed on May 12, 2017

Organization ProfileN/A
Two Procter Gamble PlazaCincinnati, OH 45202

(513) 983-7777

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Net Margin

46th percentile

1.2%

Higher net margin than 46% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2016

Asset Growth

42nd percentile

2.3%

Faster asset growth than 42% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

30%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$61,487,402

Up $1,366,941 (+2.3%) from 2015

Net Assets

Up

$61,410,845

Up $1,839,756 (+3.1%) from 2015

Liabilities

Down

$76,557

Down $472,815 (-86%) from 2015

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin46th percentile

Revenue

Up

$80,028,791

Up $18,545,074 (+30%) from 2015

Expenses

Up

$79,072,394

Up $17,137,124 (+28%) from 2015

Net Income

Up

$956,397

Up $1,407,950 (+312%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$150M$100M$50M$0Assets 2011: $89,067,695Liabilities 2011: $322,078Net Assets 2011: $88,745,6172011Assets 2012: $100,961,016Liabilities 2012: $1,440,745Net Assets 2012: $99,520,2712012Assets 2013: $55,342,832Liabilities 2013: $0Net Assets 2013: $55,342,8322013Assets 2014: $59,844,334Liabilities 2014: $156,910Net Assets 2014: $59,687,4242014Assets 2015: $60,120,461Liabilities 2015: $549,372Net Assets 2015: $59,571,0892015Assets 2016: $61,487,402Liabilities 2016: $76,557Net Assets 2016: $61,410,8452016Assets 2017: $70,861,554Liabilities 2017: $16,743Net Assets 2017: $70,844,8112017Assets 2018: $73,145,936Liabilities 2018: $208,387Net Assets 2018: $72,937,5492018Assets 2019: $76,818,832Liabilities 2019: $165,847Net Assets 2019: $76,652,9852019Assets 2020: $79,415,790Liabilities 2020: $12,930Net Assets 2020: $79,402,8602020Assets 2021: $71,483,601Liabilities 2021: $0Net Assets 2021: $71,483,6012021Assets 2022: $69,184,153Liabilities 2022: $28,723Net Assets 2022: $69,155,4302022

Highlighted filing

2016

Assets$61,487,402
Liabilities$76,557
Net Assets$61,410,845
Open 2016 Filing

Operations Trend

Revenue Growth90th percentile

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

$600M$400M$200M$0-$200MExpenses 2011: $546,682,1042011Expenses 2012: $565,687,4002012Expenses 2013: $95,562,1322013Revenue 2014: $58,454,006Expenses 2014: $55,627,733Net Income 2014: $2,826,2732014Revenue 2015: $61,483,717Expenses 2015: $61,935,270Net Income 2015: -$451,5532015Revenue 2016: $80,028,791Expenses 2016: $79,072,394Net Income 2016: $956,3972016Revenue 2017: $84,886,809Expenses 2017: $76,844,348Net Income 2017: $8,042,4612017Revenue 2018: $85,364,085Expenses 2018: $83,281,685Net Income 2018: $2,082,4002018Revenue 2019: $89,526,063Expenses 2019: $84,940,971Net Income 2019: $4,585,0922019Revenue 2020: $87,358,038Expenses 2020: $87,182,087Net Income 2020: $175,9512020Revenue 2021: $99,051,599Expenses 2021: $99,271,167Net Income 2021: -$219,5682021Revenue 2022: $97,679,425Expenses 2022: $99,408,042Net Income 2022: -$1,728,6172022

Highlighted filing

2016

Revenue$80,028,791
Expenses$79,072,394
Net Income$956,397
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 12, 2017
Return Version
2015v3.0
Gross Receipts
$80,028,791
Mission and Program Overview

Mission

To provide certain welfare benefits for the u.s. Procter & gamble company employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$59,571,089$61,410,845▲ $1,839,756
Investments in Publicly Traded Securities$35,791,904$36,610,369▲ $818,465
Savings and Temporary Cash Investments$18,847,748$19,081,592▲ $233,844
Accounts Receivable$5,330,809$5,645,441▲ $314,632
Prepaid Expenses and Deferred Charges$150,000$150,000→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$60,120,461$61,487,402▲ $1,366,941
Liabilities
Accounts Payable and Accrued Expenses$549,372$76,557▼ $472,815
Total Liabilities$549,372$76,557▼ $472,815
Net Assets / Fund Balance
Total Net Assets Fund Balance$59,571,089$61,410,845▲ $1,839,756
Total Liabilities and Net Assets / Fund Balance$60,120,461$61,487,402▲ $1,366,941
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Dave TierschChairperson, Trustee
Colleen HelkerTrustee
Matt JanzaurkTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
United Healthcare Insurance CompanyClaims Processing5901 LINCOLN DRIVE, Minneapolis, MN 55436$24,305,671
Connecticut General Life Insurance Co IClaims Processing900 COTTAGE GROVE RD, Bloomfield, CT 06002$2,049,865
Reed (genex)Claims Processing1329 E KEMPER RD 4218, Springdale, OH 45246$1,422,958
Connecticut General Life Insurance CoAdministration Svcs.900 COTTAGE GROVE RD, Bloomfield, CT 06002$1,287,736
Best DoctorsClaims Processing60 STATE STREET SUITE 600, Boston, MA 02109$620,023
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$79,969,916
Investment Income
$58,875
Other Revenue
$0
Change in Net Assets
$956,397
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$32,470,757
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$46,601,637
Other Expenses---$7,599,646
Total Functional Expenses$0$0$0$79,072,394
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Governing body delegates day to day management responsibilities to the vice president global treasury for the procter & gamble company.”

Form 990, Part VI, Section A, Line 7A

“The procter & gamble company board of directors delegated the trustee appointment authority to the treasurer of the procter & gamble company, who in turn appointed the procter & gamble investment committee as the trustee.”

Form 990, Part VI, Section A, Line 8B

“The veba trust has no committees.”

Form 990, Part VI, Section B, Line 11

“Upon completion, the financial managers review and approve the form 990, and the return is presented to the trustees for final review and approval before filing.”

Form 990, Part VI, Section B, Line 12C

“All employees, if any, and trustees are required to take periodical training regarding the conflict of interest policy. They are reminded of their continuing responsibility to observe the policy and disclose any possible conflicts of interest. All employees, if any, and trustees are responsible for assessing possible conflicts of interest, recommending appropriate actions to resolve or eliminate any conflicts of interest, ensuring appropriate levels of management are aware of the possible conflict, monitoring any previously identified conflicts of interest and following up on any new conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are posted on the procter & gamble internal websites. The documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Procter & Gamble Benefit Plan
EIN
31-1018491
Phone
5139837777
Address
TWO PROCTER GAMBLE PLAZA, CINCINNATI, OH 45202

Signing Officer

Name
Dave Tiersch
Title
Trustee
Phone
5139837777
Signed
2017-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Tiersch
Formed
1981
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Deloitte Tax Llp
Address
1100 WALNUT STREET SUITE 3300, KANSAS CITY, MO 64106
Preparer
Elizabeth Wiltfong
Phone
8164746180
Raw XML Appendix361 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.

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IRS990/AccountsReceivableGrp/EOYAmt05645441
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE CERTAIN WELFARE BENEFITS FOR THE U.S. PROCTER & GAMBLE COMPANY EMPLOYEES.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd00
IRS990/BenefitsToMembersGrp/TotalAmt046601637
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TERRY TUMULTY - PROCTER & GAMBLE
IRS990/BooksInCareOfDetail/PhoneNum05139835978
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0TWO PROCTER GAMBLE PLAZA
IRS990/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3CONNECTICUT GENERAL LIFE INSURANCE CO
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4BEST DOCTORS
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IRS990/ContractorCompensationGrp/ServicesDesc1CLAIMS PROCESSING
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IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt046601637
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt058875
IRS990/CYOtherExpensesAmt032470757
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt079969916
IRS990/CYRevenuesLessExpensesAmt0956397
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt079072394
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt080028791
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
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IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
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IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
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IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVE TIERSCH
IRS990/Form990PartVIISectionAGrp/PersonNm1MATT JANZAURK
IRS990/Form990PartVIISectionAGrp/PersonNm2COLLEEN HELKER
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON, TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
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IRS990/FormationYr01981
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IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt080028791
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt058875
IRS990/InvestmentInJointVentureInd00
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IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/Desc1PREMIUM EXPENSES
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IRS990/OtherExpensesGrp/TotalAmt17599646
IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GOVERNING BODY DELEGATES DAY TO DAY MANAGEMENT RESPONSIBILITIES TO THE VICE PRESIDENT GLOBAL TREASURY FOR THE PROCTER & GAMBLE COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PROCTER & GAMBLE COMPANY BOARD OF DIRECTORS DELEGATED THE TRUSTEE APPOINTMENT AUTHORITY TO THE TREASURER OF THE PROCTER & GAMBLE COMPANY, WHO IN TURN APPOINTED THE PROCTER & GAMBLE INVESTMENT COMMITTEE AS THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE VEBA TRUST HAS NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON COMPLETION, THE FINANCIAL MANAGERS REVIEW AND APPROVE THE FORM 990, AND THE RETURN IS PRESENTED TO THE TRUSTEES FOR FINAL REVIEW AND APPROVAL BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL EMPLOYEES, IF ANY, AND TRUSTEES ARE REQUIRED TO TAKE PERIODICAL TRAINING REGARDING THE CONFLICT OF INTEREST POLICY. THEY ARE REMINDED OF THEIR CONTINUING RESPONSIBILITY TO OBSERVE THE POLICY AND DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST. ALL EMPLOYEES, IF ANY, AND TRUSTEES ARE RESPONSIBLE FOR ASSESSING POSSIBLE CONFLICTS OF INTEREST, RECOMMENDING APPROPRIATE ACTIONS TO RESOLVE OR ELIMINATE ANY CONFLICTS OF INTEREST, ENSURING APPROPRIATE LEVELS OF MANAGEMENT ARE AWARE OF THE POSSIBLE CONFLICT, MONITORING ANY PREVIOUSLY IDENTIFIED CONFLICTS OF INTEREST AND FOLLOWING UP ON ANY NEW CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE POSTED ON THE PROCTER & GAMBLE INTERNAL WEBSITES. THE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0310411980
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONSUMER PRODUCTS, MANUFACTURING AND DISTRIBUTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0PROCTER & GAMBLE COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01 PG PLAZA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0CINCINNATI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd045202
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE PROCTER & GAMBLE RETIREE BENEFIT TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1THE PROCTER & GAMBLE DISABILITY BENEFIT PLAN TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2THE GILLETTE COMPANY EMPLOYEE BENEFIT TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0311383353
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1316019593
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2223055220
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDED RETIREE MEDICAL BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDED DISABILITY BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PROVIDED HEALTH, LIFE AND DISABILITY BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0TWO PROCTER GAMBLE PLAZA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1TWO PROCTER GAMBLE PLAZA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2TWO PROCTER GAMBLE PLAZA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CINCINNATI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1CINCINNATI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2CINCINNATI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd045202
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd145202
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd245202
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt060120461
IRS990/TotalAssetsEOYAmt061487402
IRS990/TotalAssetsGrp/BOYAmt060120461
IRS990/TotalAssetsGrp/EOYAmt061487402
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt079072394
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0549372
IRS990/TotalLiabilitiesEOYAmt076557
IRS990/TotalLiabilitiesGrp/BOYAmt0549372
IRS990/TotalLiabilitiesGrp/EOYAmt076557
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt059571089
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt061410845
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt079072394
IRS990/TotalProgramServiceRevenueAmt079969916
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt080028791
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt080028791
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt060120461
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt061487402
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 PG PLAZA
IRS990/USAddress/CityNm0CINCINNATI
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045202
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVE TIERSCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05139837777
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PROCTER & GAMBLE BENEFIT PLAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PROC
ReturnHeader/Filer/EIN0311018491
ReturnHeader/Filer/PhoneNum05139837777
ReturnHeader/Filer/USAddress/AddressLine1Txt0TWO PROCTER GAMBLE PLAZA
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 WALNUT STREET SUITE 3300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064106
ReturnHeader/PreparerPersonGrp/PhoneNum08164746180
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH WILTFONG
ReturnHeader/ReturnTs02017-05-15T02:06:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,487,402
Liabilities
$76,557
Net assets
$61,410,845
Revenue
$80,028,791
Expenses
$79,072,394
Net income
$956,397
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.2$0.03$69.2$97.7$99.4$1.73
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.5$0.00$71.5$99.1$99.3$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$79.4$0.01$79.4$87.4$87.2$0.18
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.8$0.17$76.7$89.5$84.9$4.59
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.1$0.21$72.9$85.4$83.3$2.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.9$0.02$70.8$84.9$76.8$8.04
2016Detailed filing. Detailed filing data is available for this year.$61.5$0.08$61.4$80.0$79.1$0.96
2015Detailed filing. Detailed filing data is available for this year.$60.1$0.55$59.6$61.5$61.9$0.45
2014Detailed filing. Detailed filing data is available for this year.$59.8$0.16$59.7$58.5$55.6$2.83
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.3$0.00$55.3$95.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$101$1.44$99.5$566
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.1$0.32$88.7$547