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THE PRIMARY EXEMPT PURPOSE OF THE TRUST IS TO PROVIDE LIFE INSURANCE, MEDICAL, AND/OR OTHER BENEFITS FOR CERTAIN JPMORGAN CHASE RETIREES AND THEIR ELIGIBLE DEPENDENTS.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS Form 990 via ProPublica Nonprofit Explorer
Total Revenue
▼$31.3M
Total Contributions
$0
Total Expenses
▼$59.5M
Total Assets
$554.5M
Total Liabilities
▼$419.4K
Net Assets
$554.1M
Officer Compensation
→$0
Other Salaries
$0
Investment Income
▼$19.1M
Fundraising
▼$0
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Source: IRS e-Filed Form 990
No officer or director compensation data available for this organization.
This data is sourced from IRS Form 990, Part VII. It may not be available if the organization files Form 990-N (e-Postcard) or has not yet been enriched.
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Not confirmed
No additional tax-exempt status records found in ReconForce's database.
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2020 | $31.3M | $0 | $59.5M | $554.5M | $554.1M |
| 2019 | $35.7M | $0 | $66.4M | $565.5M | $565.4M |
| 2018 | $26.6M | $0 | $67.7M | $564.2M | $564.2M |
| 2017 | $674.5M | $0 | $73.7M | $603.7M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2020 | 990 | Data |
Financial data: IRS Form 990 via ProPublica Nonprofit Explorer (Tax Year 2020)
Organization info: IRS Business Master File · ProPublica Nonprofit Explorer
| $603.7M |
| 2016 | $72.4M | $0 | $73.6M | $2.8M | $2.8M |
| 2015 | $87.4M | $0 | $86.1M | $4M | $4M |
| 2014 | $143.7M | $0 | $152.2M | $2.8M | $2.8M |
| 2013 | $143.1M | $0 | $143.2M | $11.3M | $11.3M |
| 2012 | $148.4M | $0 | $148.5M | $11.2M | $11.2M |
| 2011 | $173.9M | $0 | $165.4M | $11.2M | $11.2M |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |