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		The Chevron Matching Gift Program Eligible Participants The Chevron Matching Gift Program supports employees, retirees and directors in their commitment to building better communities. This program encourages participants to make contributions by matching their gifts to eligible institutions/organizations in these categories: Higher Education Pre-College/Kindergarten through 12th grade Arts and Cultural Organizations    Participation in the program is completely voluntary. Eligible Participants Regular full-time or part-time employees on a U.S. payroll who have at least six months of service with Chevron or any wholly owned subsidiary. Former employees considered to be "eligible retirees" by the Retiree Benefits Services Group. Current and retired members of the board of directors of Chevron Corporation. Program Limits Full-time employees and directors will be matched at a maximum of $5,000 per person per calendar year. Part-time employees receiving benefits will be matched at a maximum of $2,500 per person per calendar year. Retirees and retired directors will be matched at a maximum of $1,000 per person per calendar year. Within your total allotment per calendar year, gifts to K-12 schools and arts and cultural organizations will be matched up to $500 per category. Higher education is not held to the $500 limit. Eligible Gifts All gifts will be matched one-for-one. The minimum gift is $25.  Gifts must be personal contributions in the form of cash (personal check or credit card) or marketable securities.  Gifts of securities must transfer full ownership rights to the institutions and have a reliable market quotation available to determine value. Securities will be matched by using the average of the high and low stock prices on the date of the gift. Eligible Institutions To be eligible, an institution must be categorized in one of the areas described below, be located in the United States or one of its possessions, and be recognized by the Internal Revenue Service as tax-exempt and designated a public charity under Section 501(c)(3) of the IRS Code or as an instrumentality of state or local government as provided by Section 170(c)(1) of the Code. Canadian organizations must be registered charities by the Canadian government. Educational Gifts -- Higher Education or Pre-College Accredited degree-granting graduate and professional schools and four-year and two-year colleges and universities in the United States or Canada. Public and private pre-college schools. Elementary and secondary (K–12) schools must be accredited by one of the six regional accrediting agencies, by the appropriate state Department of Education or by other acknowledged accrediting agencies. Foundations established by the school district to fund one or more eligible schools.  Designated gifts must be made directly through the eligible educational institution. Chevron cannot ensure that designations are distributed in the manner requested. Participants should check with institutions on their funding distribution policy. Arts and Cultural Gifts Eligible arts and cultural organizations are open to and operated for the benefit of the general public. They must be nonsectarian, nonpolitical and open to full nondiscriminatory public participation. Each nonprofit group must provide its charitable tax identification number. Arts and cultural organizations are defined as those that promote, produce or offer access to a variety of arts experiences encompassing the visual, media and performing arts. These include: performing arts groups such as orchestras, theaters, and music, opera and dance companies; public libraries; museums of art, history or science; zoos and botanical gardens; public radio and television stations listed in the Corporation for Public Broadcasting Directory; arts funds or councils; and historical societies and historical preservation organizations. Ineligible Participants                  Spouses and surviving spouses Foundations or charitable trusts controlled by employees, retirees or directors Employees and retirees of non-wholly owned subsidiaries Ineligible gifts include but are not limited to: Requests submitted one or more years after the donor’s gift date Multiyear commitments or pledges for future payment, unless pledge was paid in full during a single calendar year Nonscholastic collegiate programs or activities, such as athletic scholarships, athletic facilities, special events, or tickets for athletic, cultural or other events Fraternities, sororities or booster clubs Insurance payment premiums Payments in lieu of tuition, books or student fees Gifts to churches and other religious organizations or gifts intended to fulfill a church-related financial obligation (e.g., tithing, Bishop’s Appeal) Bequests Deferred gifts or group gifts (e.g., pooled income funds, life income plans, charitable remainder unitrusts, annuity trusts, or pooled funds raised through event sponsorships such as walk-a-thons, etc.) Gifts made through third parties, trusts, donor-advised funds, community foundations, etc. In-kind services, materials or supplies Gifts of real or personal property (other than cash or securities) Gifts for which the donor, donor’s family or other specified individual receives direct personal benefit Administrative Conditions The Matching Gift Program is administered by Chevron’s Contributions Staff. The company will not provide names of eligible individuals or organizations to outside groups. Interpretation of each application shall be made by Chevron, and all decisions regarding match eligibility are final. No obligation is imposed upon or accepted by Chevron by reason of this application. Chevron reserves the right to suspend, amend, revoke, modify or terminate, in whole or part, this program at any time. Chevron reserves the right to audit institutions’/organizations’ records and documents pertaining to this program. If a Matching Gift is at any time found to have been generated by an ineligible gift, Chevron will expect the return of its gift from the recipient institution/organization. After review and authorization, payments are made in the order in which applications are received and may be subject to calendar-year budgetary limitations. Information Questions should be directed to: Chevron Matching Gift Program PO Box 2160 Princeton, NJ 08543-2160 Telephone 1-877-202-2374 Fax: 1-609-799-8019 email:  chevron@easymatch.com How to Apply for a Match Please print the Chevron Matching Gift Program form (.pdf format launches Acrobat Reader). Or to obtain a preprinted form, call the toll free number listed above. Read and follow the guidelines on the form. Complete section A.   Submit both pages of the form, along with your gift, to the qualifying organization. 12/99 Current Issue of ENCORE | Back Issues of ENCORE In Memoriam | About CTRA | CTRA Calendar CTRA Officer Roster | Matching Gift Program
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