Nonprofit · EIN 30-0147180
JPMORGANCHASE VOLUNTARY EMPLOYEES BENEF ASSOCIATI TRUST FOR RETIREES
Tax-exempt · JERSEY CITY, NJ 07310
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $21,601,209 | $47,299,102 | -$25,697,893 | $373,512,187 | $145,836 | $373,366,351 |
| December 31, 2023 | 990 | $22,376,663 | $50,095,181 | -$27,718,518 | $405,132,595 | $1,434,391 | $403,698,204 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $8,152,439
- Investment income
- $13,448,770
- Net gain from sales of assets
- -$2,492,916
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $46,411,911
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $46,411,911
- Management and general (functional)
- $887,191
Balance sheet and other
- Total assets, start of year
- $405,132,595
- Total assets, end of year
- $373,512,187
- Total liabilities, end of year
- $145,836
- Net assets, end of year
- $373,366,351
- Publicly traded securities
- $3,718,741
- Gross receipts
- $163,814,593
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2003
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JPMorgan Chase Bank NA | Trustee Institutional trustee | 0 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JPMorgan Chase Bank NA | Trustee Institutional trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 545 WASHINGTON BLVD 12TH FL, JERSEY CITY, NJ 07310-1613
- In care of
- % ALEXANDER GEORGE
- Principal officer (990 for 2024)
- BERNADETTE J BRANOSKY, 545 WASHINGTON BLVD 12TH FL, JERSEY CITY, NJ 07310
- Signed the 990
- BERNADETTE J BRANOSKY, MANAGING DIRECTOR
- Phone
- (844) 275-5762
- Return prepared by
- Andersen Tax LLC
Mission
THE PRIMARY EXEMPT PURPOSE OF THE VEBA TRUST IS TO PROVIDE LIFE INSURANCE, MEDICAL, AND/OR OTHER BENEFITS FOR CERTAIN JPMORGAN CHASE RETIREES AND THEIR ELIGIBLE DEPENDENTS.
Program accomplishments
- PAYMENT OF BENEFITS FOR PLAN PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS, AND PLAN ADMINISTRATIVE EXPENSES UNDER THE JPMORGAN CHASE VEBA TRUST FOR RETIREES.0
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 30-0147180
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $373,512,187
- Income (IRS master file)
- $163,814,593
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $21,601,209 | $47,299,102 | $373,512,187 | IRS |
| 990 | December 2023 | $22,376,663 | $50,095,181 | $405,132,595 | XML |
| 990 | December 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 30-0147180).
Questions about JPMORGANCHASE VOLUNTARY EMPLOYEES BENEF ASSOCIATI TRUST FOR RETIREES
- What is the EIN of JPMORGANCHASE VOLUNTARY EMPLOYEES BENEF ASSOCIATI TRUST FOR RETIREES?
- The employer identification number (EIN) of JPMORGANCHASE VOLUNTARY EMPLOYEES BENEF ASSOCIATI TRUST FOR RETIREES is 30-0147180.
- Is JPMORGANCHASE VOLUNTARY EMPLOYEES BENEF ASSOCIATI TRUST FOR RETIREES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2003.
- Are donations to JPMORGANCHASE VOLUNTARY EMPLOYEES BENEF ASSOCIATI TRUST FOR RETIREES tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does JPMORGANCHASE VOLUNTARY EMPLOYEES BENEF ASSOCIATI TRUST FOR RETIREES 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 JPMORGANCHASE VOLUNTARY EMPLOYEES BENEF ASSOCIATI TRUST FOR RETIREES 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 JPMORGANCHASE VOLUNTARY EMPLOYEES BENEF ASSOCIATI TRUST FOR RETIREES 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 JPMORGANCHASE VOLUNTARY EMPLOYEES BENEF ASSOCIATI TRUST FOR RETIREES?
- The 990 for the year ended December 31, 2024 names BERNADETTE J BRANOSKY.
- Who are the officers and directors of JPMORGANCHASE VOLUNTARY EMPLOYEES BENEF ASSOCIATI TRUST FOR RETIREES?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does JPMORGANCHASE VOLUNTARY EMPLOYEES BENEF ASSOCIATI TRUST FOR RETIREES have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $21,601,209, expenses of $47,299,102 and total assets of $373,512,187 at year end.
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