Small Public Charity

POLICYHOLDERS' TRUST

POLICYHOLDERS' TRUST, of NEW YORK, NY, is a Small Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $2K in expenses, $6K in total assets.

EIN: 137305782 NEW YORK, NY Support N.E.C. NTEE: E19 Latest filing: 2025
Total Expenses$2K
Total Assets$6K
Grant Records0
Filing Years2021–2025

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.

Officers & Directors

TRUSTEE A Mandado
TRUSTEE D Fenner
TREASURER D Harris
TRUSTEE D Silver
BOARD CHAIR H Carter
TRUSTEE J Petuchowski

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 — $2K $6K
2024 — $2K $9K
2023 $10K $2K $11K
2022 — $2K $3K
2021 — $2K $5K

Interactive year-over-year charts and full filing details available with membership.

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