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EIN 04-6835128

Providentia Prima Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Andover
State
Massachusetts
Year formed
1996
Most recent tax filings
2023-12-01
NTEE code, primary
E12: Health Care Fund Raising and Fund Distribution
Description
Covenant Health Investment Trust (formerly Providentia Prima Trust) was established to hold and manage pooled investments of various organizations exempt from Federal income tax under Section 501(c)(3). Providentia Prima was established to hold and manage pooled investments of various organizations exempt from federal income tax under section 501 (c) (3).
Related structure
Providentia Prima Trust is child organization, under the parent exemption from United States Conference of Catholic Bishops (USCCB).
Also known as...
Covenant Health Investment Trust
Total revenues
$-4,632,096
2023
Total expenses
$1,079,411
2023
Total assets
$265,170,840
2023
Num. employees
0
2023

Program areas at Providentia Prima Trust

Covenant Health Investment Trust (formerly Providentia Prima Trust) was established to hold and manage pooled investments of various organizations exempt from Federal income tax under Section 501(c)(3).

Personnel at Providentia Prima Trust

NameTitleCompensation
Stephen GrubbsPresident and Chief Executive Officer$0
Stephen ForneySenior Vice President and Chief Financial Officer$0
John OliverioChair$0
Kenneth E ArnoldVice Chair$0
Donald M DehartChair$0
...and 2 more key personnel

Financials for Providentia Prima Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$0
Investment income and dividends$4,984,948
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-9,617,044
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$-4,632,096

Form 990s for Providentia Prima Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-07990View PDF
2022-122023-11-13990View PDF
2021-122022-11-08990View PDF
2019-122021-02-24990View PDF
2018-122020-01-13990View PDF
...and 9 more Form 990s
Data update history
December 24, 2023
Posted financials
Added Form 990 for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 7, 2023
Updated personnel
Identified 17 new personnel
November 3, 2022
Used new vendors
Identified 1 new vendor, including
November 3, 2022
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsHealth organizationsChapter / child organizationsCharities
Issues
Health
Characteristics
CatholicChristianReligiousOperates internationallyTax deductible donationsNo full-time employees
General information
Address
40 Shattuck Rd 317
Andover, MA 01810
Metro area
Boston-Cambridge-Newton, MA-NH
County
Essex County, MA
Phone
(978) 654-6363
IRS details
EIN
04-6835128
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1996
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
E12: Health Care Fund Raising and Fund Distribution
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Child within group exemption
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