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Nonprofit · EIN 51-0194366

ALTRIA CLIENT SERVICES LONG-TERM DISABILITY TRUST

Tax-exempt · PLANO, TX 75024

Financials

$5.5M$10.7M2023$5.6M$11.6M2024$5.4M$10.5M2025
Revenue Expenses · by fiscal year end
Financials of ALTRIA CLIENT SERVICES LONG-TERM DISABILITY TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$5,427,970$10,529,846-$5,101,876$38,448,081$0$38,448,081
December 31, 2024990$5,585,055$11,607,929-$6,022,874$43,498,710$0$43,498,710
December 31, 2023990$5,463,597$10,688,758-$5,225,161$51,352,208$0$51,352,208
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$29,468
Investment income
$3,147,918
Net gain from sales of assets
$2,174,664
Other revenue
$2,250,584

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$8,402,621
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$8,402,621
Management and general (functional)
$2,127,225

Balance sheet and other

Total assets, start of year
$43,498,710
Total assets, end of year
$38,448,081
Total liabilities, end of year
$0
Net assets, end of year
$38,448,081
Publicly traded securities
$37,816,208
Gross receipts
$28,438,007
Employees
0
Volunteers
0
Year formed
1974
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.

NameTitleHours / weekCompensation
JPMORGAN CHASE BANK NATRUSTEE
Institutional trustee
40$0
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
JPMORGAN CHASE BANK NATRUSTEE
Institutional trustee
40$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
JPMORGAN CHASE BANK NATRUSTEE
Institutional trustee
40$6,277

Address and contacts

Address (IRS master file)
8181 COMMUNICATIONS PKWYBLDG A F, PLANO, TX 75024-0000
In care of
% DANIEL J BRYANT
Principal officer (990 for 2025)
CHARLES CARRILLO, C/O JPMORGAN CHASE BANK, NEW YORK, NY 10005
Signed the 990
CHARLES CARRILLO, ASSISTANT SECRETARY
Phone
(212) 552-2992
Return prepared by
ANDERSEN TAX LLC

Mission

PROVIDE FOR THE PAYMENT OF LONG-TERM DISABILITY PAYMENTS TO ELIGIBLE EMPLOYEES AND SURVIVOR INCOME BENEFIT PAYMENTS TO THE SPOUSES AND DEPENDENTS OF DECEASED ACTIVE AND RETIRED EMPLOYEES.

990 for the year ended December 31, 2025

Program accomplishments

  • PAYMENT OF LONG-TERM DISABILITY PAYMENTS TO ELIGIBLE EMPLOYEES AND SURVIVOR INCOME BENEFIT PAYMENTS TO THE SPOUSES AND DEPENDENTS OF DECEASED ACTIVE AND RETIRED EMPLOYEES.
    Expenses $8,402,621

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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
51-0194366
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1974
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$38,448,081
Income (IRS master file)
$28,438,007

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$5,427,970$10,529,846$38,448,081IRS
990December 2024$5,585,055$11,607,929$43,498,710IRS
990December 2023$5,463,597$10,688,758$51,352,208XML
990December 2022$4,915,335$11,875,718$54,936,394IRS
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 51-0194366).

Questions about ALTRIA CLIENT SERVICES LONG-TERM DISABILITY TRUST

What is the EIN of ALTRIA CLIENT SERVICES LONG-TERM DISABILITY TRUST?
The employer identification number (EIN) of ALTRIA CLIENT SERVICES LONG-TERM DISABILITY TRUST is 51-0194366.
Is ALTRIA CLIENT SERVICES LONG-TERM DISABILITY TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1974.
Are donations to ALTRIA CLIENT SERVICES LONG-TERM DISABILITY TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ALTRIA CLIENT SERVICES LONG-TERM DISABILITY 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 ALTRIA CLIENT SERVICES LONG-TERM DISABILITY TRUST 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 ALTRIA CLIENT SERVICES LONG-TERM DISABILITY TRUST 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 ALTRIA CLIENT SERVICES LONG-TERM DISABILITY TRUST?
The 990 for the year ended December 31, 2025 names CHARLES CARRILLO.
Who are the officers and directors of ALTRIA CLIENT SERVICES LONG-TERM DISABILITY TRUST?
The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does ALTRIA CLIENT SERVICES LONG-TERM DISABILITY TRUST have?
On its 990 for the year ended December 31, 2025 it reported revenue of $5,427,970, expenses of $10,529,846 and total assets of $38,448,081 at year end.

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