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Nonprofit · EIN 90-0538640

CHEVRON CORPORATION LONG TERM DISABILITY PLAN TRUST

Tax-exempt · SAN RAMON, CA 94583

Financials

$8.6M$9.9M2023$10.3M$10M2024
Revenue Expenses · by fiscal year end
Financials of CHEVRON CORPORATION LONG TERM DISABILITY PLAN TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$10,269,936$10,037,463$232,473$2,394,983$0$2,394,983
December 31, 2023990 (amended)$8,582,909$9,899,800-$1,316,891$2,162,510$0$2,162,510
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$10,159,273
Program service revenue
$0
Investment income
$110,663
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$9,287,532
Compensation of officers, directors and key employees
$3,938
Salaries, compensation and benefits (total)
$3,938
Professional fundraising fees
$0
Legal fees
$36,000

Balance sheet and other

Total assets, start of year
$2,162,510
Total assets, end of year
$2,394,983
Total liabilities, end of year
$0
Net assets, end of year
$2,394,983
Gross receipts
$10,269,936
Employees
0

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
State Street Bank Trust CompanyTrustee
Institutional trustee
0$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
State Street Bank Trust CompanyTrustee
Institutional trustee
0$0

Address and contacts

Address (IRS master file)
5001 EXECUTIVE PARKWAY SUITE 200, SAN RAMON, CA 94583-5006
In care of
% CHEVRON CORPORATION
Principal officer (990 for 2024)
Steven Winerman, 5001 Executive Parkway 200, San Ramon, CA 94583
Signed the 990
Steven Winerman, Mgr, Rpting Actuaria
Phone
(925) 842-1000

California records

California keeps its own records of charities and corporations. Search them by EIN 90-0538640 or by the name CHEVRON CORPORATION LONG TERM DISABILITY PLAN TRUST.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

LONG-TERM DISABILITY PLAN TRUST ESTABLISHED FOR PAYMENT AND ACCRUAL OF LONG-TERM DISABILITY BENEFITS.

990 for the year ended December 31, 2024

Program accomplishments

  • None

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
90-0538640
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2014
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,394,983
Income (IRS master file)
$10,269,936

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$10,269,936$10,037,463$2,394,983XML
990December 2023$8,582,909$9,899,800$2,162,510XML
990December 2022$1,612,737$9,817,279$3,479,401IRS
990December 2021–––IRS
990December 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 90-0538640).

Questions about CHEVRON CORPORATION LONG TERM DISABILITY PLAN TRUST

What is the EIN of CHEVRON CORPORATION LONG TERM DISABILITY PLAN TRUST?
The employer identification number (EIN) of CHEVRON CORPORATION LONG TERM DISABILITY PLAN TRUST is 90-0538640.
Is CHEVRON CORPORATION LONG TERM DISABILITY PLAN TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2014.
Are donations to CHEVRON CORPORATION LONG TERM DISABILITY PLAN TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CHEVRON CORPORATION LONG TERM DISABILITY PLAN TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CHEVRON CORPORATION LONG TERM DISABILITY PLAN TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CHEVRON CORPORATION LONG TERM DISABILITY PLAN TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of CHEVRON CORPORATION LONG TERM DISABILITY PLAN TRUST?
The 990 for the year ended December 31, 2024 names Steven Winerman.
Who are the officers and directors of CHEVRON CORPORATION LONG TERM DISABILITY PLAN TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does CHEVRON CORPORATION LONG TERM DISABILITY PLAN TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $10,269,936, expenses of $10,037,463 and total assets of $2,394,983 at year end.

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