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Nonprofit · EIN 13-3833680

SAUDI ARAMCO RET WELFARE BEN TR

Tax-exempt · HOUSTON, TX 77002

Financials

$24.4M$24.4M2023$24.7M$24.6M2024$22.4M$22.5M2025
Revenue Expenses · by fiscal year end
Financials of SAUDI ARAMCO RET WELFARE BEN TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$22,394,865$22,471,805-$76,940$6,874$0$6,874
December 31, 2024990$24,657,575$24,590,438$67,137$83,814$0$83,814
December 31, 2023990$24,365,054$24,356,600$8,454$16,677$0$16,677
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$22,378,203
Membership dues
$22,378,203
Program service revenue
$0
Investment income
$16,662
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$21,888,221
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$22,471,805

Balance sheet and other

Total assets, start of year
$83,814
Total assets, end of year
$6,874
Total liabilities, end of year
$0
Net assets, end of year
$6,874
Net assets without donor restrictions
$6,874
Gross receipts
$22,394,865
Employees
0
Year formed
1994
State of legal domicile
NY

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
JP MORGAN CHASE BANKTrustee
Institutional trustee
0$0
RICHARD J URBAN JRManaging Director
Officer
1$0
MELISSA R WINDTAssociate Director
Officer
1$0
RONALD M CHARLESTreasurer
Officer
1$0
ZACHARY D NETHERTONAssistant Treasurer
Officer
1$0
990 for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
RICHARD J URBAN JRManaging Director
Officer
1$0
MELISSA R WINDTAssociate Director
Officer
1$0
RONALD M CHARLESTreasurer
Officer
1$0
JP Morgan Chase BankTrustee
Institutional trustee
0$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
RICHARD J URBAN JRManaging Director
Officer
1$0
MELISSA R WINDTAssociate Director
Officer
1$0
MARK D BARDWELLTreasurer
Officer
1$0
RONALD M CHARLESAssistant Treasurer
Officer
1$0
JP Morgan Chase BankTrustee
Institutional trustee
–$0

Address and contacts

Address (IRS master file)
1200 SMITH ST 36TH FLOOR ATTNTAX, HOUSTON, TX 77002-4314
In care of
% RONALD CHARLES
Principal officer (990 for 2025)
Ronald M Charles, 1200 Smith St36th FloorAttn Tax, Houston, TX 770024313
Signed the 990
RONALD CHARLES, Treasurer
Phone
(714) 432-4000

Mission

To provide medical benefits to eligible retirees and their eligible dependents.

990 for the year ended December 31, 2025

Program accomplishments

  • Provided medical benefits to eligible retirees and their eligible dependents.
    Expenses $22,471,805 · revenue $22,394,865

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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
13-3833680
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1995
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$6,874
Income (IRS master file)
$22,394,865

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$22,394,865$22,471,805$6,874IRS
990December 2024$24,657,575$24,590,438$83,814IRS
990December 2023$24,365,054$24,356,600$16,677XML
990December 2022$27,242,017$27,262,940$8,223IRS
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 13-3833680).

Questions about SAUDI ARAMCO RET WELFARE BEN TR

What is the EIN of SAUDI ARAMCO RET WELFARE BEN TR?
The employer identification number (EIN) of SAUDI ARAMCO RET WELFARE BEN TR is 13-3833680.
Is SAUDI ARAMCO RET WELFARE BEN TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1995.
Are donations to SAUDI ARAMCO RET WELFARE BEN TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SAUDI ARAMCO RET WELFARE BEN TR 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 SAUDI ARAMCO RET WELFARE BEN TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SAUDI ARAMCO RET WELFARE BEN TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of SAUDI ARAMCO RET WELFARE BEN TR?
The 990 for the year ended December 31, 2025 names Ronald M Charles.
Who are the officers and directors of SAUDI ARAMCO RET WELFARE BEN TR?
The 990 for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does SAUDI ARAMCO RET WELFARE BEN TR have?
On its 990 for the year ended December 31, 2025 it reported revenue of $22,394,865, expenses of $22,471,805 and total assets of $6,874 at year end.

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