Civic Intelligence

The Procter & Gamble Benefit Plan Trust

990 • Fiscal year 2019 • EIN 31-1018491

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 05, 2020

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

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Net Margin

56th percentile

5.1%

Higher net margin than 56% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Asset Growth

35th percentile

5.0%

Faster asset growth than 35% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

51st percentile

4.9%

Faster revenue growth than 51% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$76,818,832

Up $3,672,896 (+5.0%) from 2018

Net Assets

Up

$76,652,985

Up $3,715,436 (+5.1%) from 2018

Liabilities

Down

$165,847

Down $42,540 (-20%) from 2018

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin56th percentile

Revenue

Up

$89,526,063

Up $4,161,978 (+4.9%) from 2018

Expenses

Up

$84,940,971

Up $1,659,286 (+2.0%) from 2018

Net Income

Up

$4,585,092

Up $2,502,692 (+120%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2019

Assets$76,818,832
Liabilities$165,847
Net Assets$76,652,985
Open 2019 Filing

Operations Trend

Revenue Growth51st 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

2019

Revenue$89,526,063
Expenses$84,940,971
Net Income$4,585,092
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 5, 2020
Return Version
2018v3.1
Gross Receipts
$110,923,381
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$72,937,549$76,652,985▲ $3,715,436
Investments in Publicly Traded Securities$45,771,698$47,234,882▲ $1,463,184
Savings and Temporary Cash Investments$21,856,699$23,977,437▲ $2,120,738
Accounts Receivable$5,367,539$5,456,513▲ $88,974
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$73,145,936$76,818,832▲ $3,672,896
Liabilities
Accounts Payable and Accrued Expenses$208,387$165,847▼ $42,540
Total Liabilities$208,387$165,847▼ $42,540
Net Assets / Fund Balance
Total Net Assets Fund Balance$72,937,549$76,652,985▲ $3,715,436
Total Liabilities and Net Assets / Fund Balance$73,145,936$76,818,832▲ $3,672,896
Compensation and Service Providers
Top Officer Pay32nd percentile

Board Members and Trustees

NameTitle
Kevin WhithamChairperson, Trustee
Colleen HelkerTrustee
Matt JanzaurkTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
United Healthcare Insurance CompanyClaims Processing5901 LINCOLN DRIVE, Minneapolis, MN 55436$23,415,654
Cigna Health And Life Insurance CompanyClaims Processing900 COTTAGE GROVE RD, Bloomfield, CT 06002$1,392,981
Cigna Health And Life Insurance CompanyAdministration Svcs.900 COTTAGE GROVE RD, Bloomfield, CT 06002$1,105,684
Best DoctorsClaims Processing60 STATE STREET SUITE 600, Boston, MA 02109$686,269
Genex Services LLCClaims Processing1329 E KEMPER RD 4218, Springdale, OH 45246$651,540
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$85,587,523
Investment Income
$3,938,540
Other Revenue
$0
Change in Net Assets
$4,585,092
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,823,509
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---$65,117,462
Other Expenses---$335,162
Total Functional Expenses$0$0$0$84,940,971
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
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 11B

“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
Kevin Whitham
Title
Trustee
Phone
5139837777
Signed
2020-03-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Whitham
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 Appendix362 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/ActivitiesConductedPrtshpInd00
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IRS990/BenefitsToMembersGrp/TotalAmt065117462
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KELLEY MCCABE - PROCTER & GAMBLE
IRS990/BooksInCareOfDetail/PhoneNum05139837777
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0TWO PROCTER GAMBLE PLAZA
IRS990/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2CIGNA HEALTH AND LIFE INSURANCE COMPANY
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3BEST DOCTORS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4GENEX SERVICES LLC
IRS990/ContractorCompensationGrp/ServicesDesc0CLAIMS PROCESSING
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IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt065117462
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03938540
IRS990/CYOtherExpensesAmt019823509
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt085587523
IRS990/CYRevenuesLessExpensesAmt04585092
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt084940971
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt089526063
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
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IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
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IRS990/DonorAdvisedFundInd00
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IRS990/EmployeeCnt00
IRS990/ExpenseAmt084940971
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0KEVIN WHITHAM
IRS990/Form990PartVIISectionAGrp/PersonNm1MATT JANZAURK
IRS990/Form990PartVIISectionAGrp/PersonNm2COLLEEN HELKER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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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/FSAuditedInd00
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IRS990/GainOrLossGrp/SecuritiesAmt03511679
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt024908997
IRS990/GrossReceiptsAmt0110923381
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0426861
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0426861
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt045771698
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IRS990/IRPDocumentCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt021397318
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IRS990/LocalChaptersInd00
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IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/Desc1PREMIUM EXPENSES
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IRS990/OtherExpensesGrp/TotalAmt1335162
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 11B
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/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE PROCTER & GAMBLE RETIREE BENEFIT TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1THE GILLETTE COMPANY EMPLOYEE BENEFIT TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0311383353
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1223055220
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDED RETIREE MEDICAL BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDED HEALTH, LIFE AND DISABILITY BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0TWO PROCTER GAMBLE PLAZA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1TWO PROCTER GAMBLE PLAZA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CINCINNATI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1CINCINNATI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd045202
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd145202
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt073145936
IRS990/TotalAssetsEOYAmt076818832
IRS990/TotalAssetsGrp/BOYAmt073145936
IRS990/TotalAssetsGrp/EOYAmt076818832
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt084940971
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0208387
IRS990/TotalLiabilitiesEOYAmt0165847
IRS990/TotalLiabilitiesGrp/BOYAmt0208387
IRS990/TotalLiabilitiesGrp/EOYAmt0165847
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt072937549
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt076652985
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt084940971
IRS990/TotalProgramServiceRevenueAmt085587523
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt089526063
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt089526063
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt073145936
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt076818832
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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN WHITHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05139837777
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-05
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06730D8E6A1C6B07C955FE76DD48ACB8A2903DFE6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0124.123.75.243
ReturnHeader/FilingSecurityInformation/IPDt02020-03-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0US
ReturnHeader/FilingSecurityInformation/IPTm003:48:05
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/ReturnTs02020-03-05T10:06:49-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,818,832
Liabilities
$165,847
Net assets
$76,652,985
Revenue
$89,526,063
Expenses
$84,940,971
Net income
$4,585,092
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
2019Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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