Nonprofit · EIN 20-1093992
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK VEBA TR
Also known as SHAW RICHARD TTEE
Tax-exempt · BINGHAMTON, NY 13901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $52,902 | $35,485 | $17,417 | $3,021,556 | $0 | $3,021,556 |
| December 31, 2024 | 990 | $52,211 | $117,717 | -$65,506 | $2,672,249 | $0 | $2,672,249 |
| December 31, 2023 | 990 | $100,397 | $88,797 | $11,600 | $2,408,951 | $0 | $2,408,951 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $52,902
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $35,485
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $2,672,249
- Total assets, end of year
- $3,021,556
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,021,556
- Publicly traded securities
- $3,021,276
- Gross receipts
- $52,902
- Employees
- 0
- Volunteers
- 2
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| NBT BANK NA SHEILA E GRANT | Trustee Institutional trustee | 0 | $0 | $2,500 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| NBT BANK NA SHEILA E GRANT | Trustee Institutional trustee | 0 | $0 | $2,500 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| NBT BANK NA SHEILA E GRANT | Trustee Institutional trustee | 0 | $0 | $2,500 |
Address and contacts
- Address (IRS master file)
- 100 COURT ST, BINGHAMTON, NY 13901-3528
- In care of
- % RICHARD SHAW TRUSTEE
- Mailing address (990-N for 2013)
- 100 Court Street, Binghamton NY 13902
- Principal officer (990 for 2025)
- NBT BANK NA SHEILA E GRANT, 86 GLEN STREET, GLEN FALLS, NY 12801
- Principal officer (990-N for 2013)
- Richard Shaw, 100 Court Street, Binghamton NY 13902
- Signed the 990
- Sheila E Grant, Trustee
- Phone
- (518) 745-5203
- Return prepared by
- Johnson Lauder & Savidge LLP
Mission
PROVIDE RETIREE LIFE INSURANCE AND DISABILITY BENEFITS FOR EMPLOYEES AND RETIREES OF SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK.
Program accomplishments
- 501(C)(9)Expenses $35,485
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 | 990 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
- 20-1093992
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $3,021,556
- Income (IRS master file)
- $52,902
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $52,902 | $35,485 | $3,021,556 | IRS |
| 990 | December 2024 | $52,211 | $117,717 | $2,672,249 | IRS |
| 990 | December 2023 | $100,397 | $88,797 | $2,408,951 | XML |
| 990 | December 2022 | $39,187 | $104,448 | $2,113,613 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-N for 2013 Officer: Richard Shaw | December 31, 2013 | ≤ $50,000 receipts | – | – | e-Postcard |
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 20-1093992).
Questions about SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK VEBA TR
- What is the EIN of SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK VEBA TR?
- The employer identification number (EIN) of SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK VEBA TR is 20-1093992.
- Is SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK VEBA TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2005.
- Are donations to SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK VEBA TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK VEBA 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 SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK VEBA 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 SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK VEBA 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 SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK VEBA TR?
- The 990 for the year ended December 31, 2025 names NBT BANK NA SHEILA E GRANT.
- Who are the officers and directors of SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK VEBA TR?
- The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK VEBA TR have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $52,902, expenses of $35,485 and total assets of $3,021,556 at year end.
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