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.
Public Charity
ALTRIA LONG-TERM DISABILITY & SURVIVOR BENEFIT TRUST C/O JPMORGAN CHASE BANK
Based in PLANO, TX, ALTRIA LONG-TERM DISABILITY & SURVIVOR BENEFIT TRUST C/O JPMORGAN CHASE BANK operates as a Public Charity. The organization reported $5.4M in revenue, $10.5M in expenses, $38.4M in total assets for fiscal year 2025.
EIN: 510194366
PLANO, TX
Latest filing: 2025
Total Revenue$5.4M
Total Expenses$10.5M
Total Assets$38.4M
Grant Records0
Filing Years2021–2025
Where $100 goes at Altria Long-Term Disability & Survivor Benefit Trust C/O Jpmorgan Chase Bank
How Altria Long-Term Disability & Survivor Benefit Trust C/O Jpmorgan Chase Bank divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$86
Programs
the work itself
$14
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $86 for programs
$86
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
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $5.4M | $10.5M | $38.4M |
| 2024 | $5.6M | $11.6M | $43.5M |
| 2023 | $5.5M | $10.7M | $51.4M |
| 2022 | $4.9M | $11.9M | $54.9M |
| 2021 | $8.1M | $11.6M | $71.9M |
Between 2021 and 2025, reported annual revenue declined from $8.1M to $5.4M (-33%), with total assets most recently reported at $38.4M.
Interactive year-over-year charts and full filing details available with membership.