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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 13-7305782

POLICYHOLDERS TR 2001

Also known as FISHER GORDON D TTEE

Tax-exempt · NEW YORK, NY 10022

Financials

$0$2K2025
Revenue Expenses · by fiscal year end
Financials of POLICYHOLDERS TR 2001 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$0$2,355-$2,355$6,455$2,355$4,100
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$2,355

Balance sheet and other

Total assets, start of year
$8,732
Total assets, end of year
$6,455
Total liabilities, end of year
$2,355
Net assets, end of year
$4,100
Cash, savings and investments
$6,455
Gross receipts
$0

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-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
H CARTERBOARD CHAIR0.25$0
R ROGERS COLLINSVICE CHAIR0.25$0
D HARRISTREASURER0.25$0
L LINDENBAUMSECRETARY0.25$0
S CROSSTRUSTEE0.25$0
S GREENBERGTRUSTEE0.25$0
D FENNERTRUSTEE0.25$0
A MANDADOTRUSTEE0.25$0
M LINTONTRUSTEE (THRU AUG 2025)0.25$0
J PETUCHOWSKITRUSTEE0.25$0
D SILVERTRUSTEE0.25$0

Address and contacts

Address (IRS master file)
800 THIRD AVENUE 18TH FL, NEW YORK, NY 10022-7764
In care of
% JILL CORBIN
Signed the 990-EZ
J PETUCHOWSKI, BOARD CHAIR
Phone
(212) 261-4440
Return prepared by
PKF O'CONNOR DAVIES ADVISORY LLC

Mission

TO HOLD 100% OF THE MEMBERSHIP INTERESTS OF AFFILIATES RISK MANAGEMENT SERVICES, INC. ("ARMS"), A 501(C)(3) TAX-EXEMPT ORGANIZATION FORMED PRIMARILY TO ACT IN SUPPORT AND FURTHERANCE OF THE RISK MANAGEMENT ACTIVITIES OF THE TRUST'S TAX-EXEMPT BENEFICIARIES. THE TRUST'S PRIMARY RESPONSIBILITIES ARE (1) TO ELECT THE BOARD OF ARMS AND OTHERWISE EXERCISE VOTING RIGHTS AS ARMS'S SOLE MEMBER, (2) TO DISTRIBUTE SUCH AMOUNTS UPON THE ISSUANCE OF A DIVIDEND OR UPON THE LIQUIDATION AND DISSOLUTION OF ARMS, AND (3) TO REPORT ANNUALLY TO THE TRUST'S BENEFICIARIES ABOUT THE FOREGOING.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • THE TRUST EXISTS SOLELY TO HOLD 100% OF THE MEMBERSHIP INTERESTS OF AFFILIATES RISK MANAGEMENT SERVICES, INC., A 501(C)(3) CORPORATION.

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-N for POLICYHOLDERS TR 2001

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
13-7305782
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
2003
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Category (NTEE)
Health care (E19)
Assets (IRS master file)
$6,455

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025–––IRS
990-EZDecember 2024–––IRS
990-EZDecember 2023$10,000$2,100$10,832IRS
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about POLICYHOLDERS TR 2001

What is the EIN of POLICYHOLDERS TR 2001?
The employer identification number (EIN) of POLICYHOLDERS TR 2001 is 13-7305782.
Is POLICYHOLDERS TR 2001 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to POLICYHOLDERS TR 2001 tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does POLICYHOLDERS TR 2001 file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of POLICYHOLDERS TR 2001 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 POLICYHOLDERS TR 2001 last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who are the officers and directors of POLICYHOLDERS TR 2001?
The 990-EZ for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
How much revenue does POLICYHOLDERS TR 2001 have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $0, expenses of $2,355 and total assets of $6,455 at year end.

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