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Nonprofit · EIN 13-3407827

PEPSICO EMPLOYEES LONG TERM DISABILITY BENEFIT TRUST

Tax-exempt · PURCHASE, NY 10577

Financials

$81.5M$82.4M2023$86.7M$85.8M2024
Revenue Expenses · by fiscal year end
Financials of PEPSICO EMPLOYEES LONG TERM DISABILITY BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$86,717,000$85,836,000$881,000$6,060,000$0$6,060,000
December 31, 2023990$81,507,000$82,367,000-$860,000$5,179,000$0$5,179,000
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$86,554,000
Investment income
$163,000
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$77,193,000
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$5,179,000
Total assets, end of year
$6,060,000
Total liabilities, end of year
$0
Net assets, end of year
$6,060,000
Gross receipts
$86,717,000
Employees
0
Volunteers
0
Year formed
1983
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, 2024, highest compensation first.

NameTitleHours / weekCompensation
Northern Trust CompanyInstitutional Trustee
Institutional trustee
1$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
Northern Trust CompanyInstitutional Trustee
Institutional trustee
1$0

Address and contacts

Address (IRS master file)
700 ANDERSON HILL RD, PURCHASE, NY 10577-1401
Principal officer (990 for 2024)
Christopher Aquilino, 700 Anderson Hill Rd, Purchase, NY 10577
Signed the 990
Christopher Aquilino, Senior Director
Phone
(914) 253-2000

Mission

Provides short- and long-term disability benefits

990 for the year ended December 31, 2024

Program accomplishments

  • Short- and long-term disability benefits
    Expenses $77,193,000

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
13-3407827
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1988
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$6,060,000
Income (IRS master file)
$86,717,000

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$86,717,000$85,836,000$6,060,000XML
990December 2023$81,507,000$82,367,000$5,179,000XML
990December 2022$79,560,000$78,781,000$6,039,000IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––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 13-3407827).

Questions about PEPSICO EMPLOYEES LONG TERM DISABILITY BENEFIT TRUST

What is the EIN of PEPSICO EMPLOYEES LONG TERM DISABILITY BENEFIT TRUST?
The employer identification number (EIN) of PEPSICO EMPLOYEES LONG TERM DISABILITY BENEFIT TRUST is 13-3407827.
Is PEPSICO EMPLOYEES LONG TERM DISABILITY BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1988.
Are donations to PEPSICO EMPLOYEES LONG TERM DISABILITY BENEFIT TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PEPSICO EMPLOYEES LONG TERM DISABILITY 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 PEPSICO EMPLOYEES LONG TERM DISABILITY 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 PEPSICO EMPLOYEES LONG TERM DISABILITY 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 PEPSICO EMPLOYEES LONG TERM DISABILITY BENEFIT TRUST?
The 990 for the year ended December 31, 2024 names Christopher Aquilino.
Who are the officers and directors of PEPSICO EMPLOYEES LONG TERM DISABILITY BENEFIT TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does PEPSICO EMPLOYEES LONG TERM DISABILITY BENEFIT TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $86,717,000, expenses of $85,836,000 and total assets of $6,060,000 at year end.

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