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Nonprofit · EIN 77-0275495

HITACHI DATA SYSTEMS CORPORATION BENEFIT TRUST

Tax-exempt · SANTA CLARA, CA 95054

Financials

$1.3M$1.1M2023$1.3M$1.1M2024
Revenue Expenses · by fiscal year end
Financials of HITACHI DATA SYSTEMS CORPORATION BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,330,247$1,122,985$207,262$4,222,085$566,364$3,655,721
December 31, 2023990$1,262,879$1,106,531$156,348$3,722,633$274,174$3,448,459
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,140,188
Investment income
$190,059
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$1,056,223
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$3,722,633
Total assets, end of year
$4,222,085
Total liabilities, end of year
$566,364
Net assets, end of year
$3,655,721
Gross unrelated business income
$190,059
Gross receipts
$1,330,247
Employees
0
Volunteers
0
Year formed
1989
State of legal domicile
CA

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
BANK OF AMERICAINSTITUTIONAL TRUSTEE
Trustee or director
0$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICAINSTITUTIONAL TRUSTEE
Trustee or director
0$0

Address and contacts

Address (IRS master file)
2535 AUGUSTINE DR, SANTA CLARA, CA 95054-3003
In care of
% HITACHI DATA SYSTEMS CORPORATION
Principal officer (990 for 2024)
LEI KER, 2535 AUGUSTINE DRIVE, SANTA CLARA, CA 95054
Signed the 990
LEI KER, SR DIR/ASST CORP CONTROLLER
Phone
(408) 327-4074
Return prepared by
COHNREZNICK ADVISORY LLC

California records

California keeps its own records of charities and corporations. Search them by EIN 77-0275495 or by the name HITACHI DATA SYSTEMS CORPORATION BENEFIT TRUST.

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

Mission

THE PLAN IS A SELF-INSURED HEALTH AND WELFARE PLAN ADOPTED BY THE BOARD OF DIRECTORS OF HITACHI VANTARA LLC EFFECTIVE MAY 1, 1989.

990 for the year ended December 31, 2024

Program accomplishments

  • THE PROVISION OF SHORT TERM DISABILITY BENEFITS TO PARTICIPANTS; ELIGIBLE EMPLOYEES, WHO ELECT TO PARTICIPATE, RECEIVE A PARTIAL REPLACEMENT OF WAGES LOST AS A RESULT OF TEMPORARY INABILITY TO WORK DUE TO SICKNESS, INJURY OR PREGNANCY.

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
77-0275495
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1993
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$4,222,085
Income (IRS master file)
$1,330,247

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,330,247$1,122,985$4,222,085IRS
990December 2023$1,262,879$1,106,531$3,722,633XML
990December 2022$1,072,800$926,413$3,496,426IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––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 77-0275495).

Questions about HITACHI DATA SYSTEMS CORPORATION BENEFIT TRUST

What is the EIN of HITACHI DATA SYSTEMS CORPORATION BENEFIT TRUST?
The employer identification number (EIN) of HITACHI DATA SYSTEMS CORPORATION BENEFIT TRUST is 77-0275495.
Is HITACHI DATA SYSTEMS CORPORATION BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1993.
Are donations to HITACHI DATA SYSTEMS CORPORATION BENEFIT TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does HITACHI DATA SYSTEMS CORPORATION BENEFIT 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 HITACHI DATA SYSTEMS CORPORATION BENEFIT 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 HITACHI DATA SYSTEMS CORPORATION BENEFIT 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 HITACHI DATA SYSTEMS CORPORATION BENEFIT TRUST?
The 990 for the year ended December 31, 2024 names LEI KER.
Who are the officers and directors of HITACHI DATA SYSTEMS CORPORATION BENEFIT TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does HITACHI DATA SYSTEMS CORPORATION BENEFIT TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,330,247, expenses of $1,122,985 and total assets of $4,222,085 at year end.

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