STRATEGY STUDIO / PUBLIC DATA EXPLORER

LVMH MOET HENNESSY LOUIS VUITTON INC AND AFFILIATED CO EMP BEN TR: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
LVMH MOET HENNESSY LOUIS VUITTON INC AND AFFILIATED CO EMP BEN TR (EIN 13-7039406)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-05
IRS object ID
202523099349302607
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-05T12:18:16-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN750786316PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEAVER AND TIDWELL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 PENN PLAZA SUITE 3200AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10119ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN137039406EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LVMH MOET HENNESSY LOUIS VUITTON INCBusinessNameLine1Txt
Business Name Line2AND AFFILIATES VEBA TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLVMHBusinessNameControlTxt
Phone2129312700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line119 EAST 57TH STREET 5TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELODIE MASSEPersonNm
Person TitleSVP COMPENSATION & BENEFITSPersonTitleTxt
Phone2129312700PhoneNum
Signature2025-11-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER METZ CPAPreparerPersonNm
PTINP01491688PTIN
Phone2126955003PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerELODIE MASSEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line119 EAST 57TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$145,160,140GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1994FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTHE PRIMARY EXEMPT PURPOSE OF THE VEBA TRUST IS TO PROVIDE HEALTH, DENTAL, OPTICAL, PRESCRIPTION DRUG AND OTHER BENEFITS TO ELIGIBLE EMPLOYEES AND RETIREES OF LVMH MOET HENNESSY LOUIS VUITTON INC, AND AFFILIATES.ActivityOrMissionDesc
Voting Members Governing Body2VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$122,475,375PYProgramServiceRevenueAmt
CY Program Service Revenue$133,105,011CYProgramServiceRevenueAmt
PY Investment Income$1,098,984PYInvestmentIncomeAmt
CY Investment Income$1,865,669CYInvestmentIncomeAmt
PY Other Revenue$8,598,011PYOtherRevenueAmt
CY Other Revenue$10,189,460CYOtherRevenueAmt
PY Total Revenue$132,172,370PYTotalRevenueAmt
CY Total Revenue$145,160,140CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$117,277,851PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$138,892,256CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$9,276,735PYOtherExpensesAmt
CY Other Expenses$9,332,213CYOtherExpensesAmt
PY Total Expenses$126,554,586PYTotalExpensesAmt
CY Total Expenses$148,224,469CYTotalExpensesAmt
PY Revenues Less Expenses$5,617,784PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,064,329CYRevenuesLessExpensesAmt
Total Assets BOY$51,736,660TotalAssetsBOYAmt
Total Assets EOY$48,951,141TotalAssetsEOYAmt
Total Liabilities BOY$105,494TotalLiabilitiesBOYAmt
Total Liabilities EOY$384,304TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$51,631,166NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$48,566,837NetAssetsOrFundBalancesEOYAmt
MissionTHE PRIMARY EXEMPT PURPOSE OF THE VEBA TRUST IS TO PROVIDE HEALTH, DENTAL, OPTICAL, PRESCRIPTION DRUG AND OTHER BENEFITS TO ELIGIBLE EMPLOYEES AND RETIREES OF LVMH MOET HENNESSY LOUIS VUITTON INC. AND AFFILIATES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE ORGANIZATION PROVIDES HEALTH, DENTAL, LIFE INSURANCE, DISABILITY AND OTHER BENEFITS TO ELIGIBLE EMPLOYEES AND RETIREES OF LVMH MOET HENNESSY LOUIS VUITTON, INC. AND AFFILIATES.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members2GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MS TERESA CASCINO LVMH MOET HENNESSY LOUIS VUITTON INBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2129312700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line119 EAST 57TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (2 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
PASCAL CARPENTIER
TRUSTEE1.00Yes (X)$0$0$0
ELODIE MASSE
SVP COMPENSATION & BENEFIT1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
EMPYREAN BENEFIT SOLUTIONS INC
3010 BRIAR PARK DRIVEHOUSTONTX77042BENEFITS ADMINISTRATION$877,607
SPIELMAN KOENIGSBERG & PARKER LLP
1675 BROADWAY 20TH FLOORNEW YORKNY10019ACCOUNTING$595,890
METROPOLITAN LIFE INSURANCE COMPANY
501 US HIGHWAY 22 2ND FLOORBRIDGEWATERNJ08807DENTAL CLAIMS ADJUDICATION$458,235
AON HEWITT ASSOCIATES LLC
200 EAST RANDOLPH ST SUITE 900CHICAGOIL60601CONSULTING$225,015
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescCONTRIBUTIONSDesc
Business900099BusinessCd
Total Revenue Column$133,105,011TotalRevenueColumnAmt
Related Or Exempt Func Income$133,105,011RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$133,105,011TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,865,669TotalRevenueColumnAmt
Exclusion$1,865,669ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PRESCRIPTION DRUG REBATES900099$9,833,560$9,833,560
EXPERT MEDICAL OPINION REIMBURSEM900099$345,926$345,926
STOP-LOSS INSURANCE REIMBURSEMENT900099$9,974$9,974
FieldValueIRS element (for citing)
Other Revenue Total$10,189,460OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$145,160,140TotalRevenueColumnAmt
Related Or Exempt Func Income$143,294,471RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,865,669ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$138,892,256TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$54,157TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$655,738TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$688,287TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
CLAIMS ADJUDICATION AND$5,167,198
NON-CLAIM EXPENSES$1,821,581
ON-LINE BENEFITS ADMINI$877,607
BANK FEES$67,645

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$148,224,469TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$51,475,778BOYAmt
EOY$48,893,468EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$260,882BOYAmt
EOY$57,673EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$51,736,660BOYAmt
EOY$48,951,141EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$105,494BOYAmt
EOY$384,304EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$105,494BOYAmt
EOY$384,304EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$51,631,166BOYAmt
EOY$48,566,837EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$51,631,166BOYAmt
EOY$48,566,837EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$51,736,660BOYAmt
EOY$48,951,141EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$3,064,329ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHE TRUST DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT. THE FORM IS THEN PROVIDED TO THE ORGANIZATION'S TRUSTEE FOR REVIEW PRIOR TO THE FILING OF THE RETURN.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (31 entries)

BENEFIT COSMETICS LLC
BERLUTI LLC
CELINE INC
CHRISTIAN DIOR INC
DOMAINE CHANDON INC
EMILIO PUCCI LTD
FENDI NORTH AMERICA INC
FRESH INC
GIVENCHY CORP
GUERLAIN INC
HUBLOT OF AMERICA INC
LOUIS VUITTON HAWAII INC
LOUIS VUITTON NORTH AMERICA INC
LOUIS VUITTON USA INC
LVMH MOET HENNESSY LOUIS VUITTON INC
LVMH WATCH & JEWELRY USA INC
MAKE UP FOREVER LLC
MARC JACOBS INTERNATIONAL LLC
MOET HENNESSY USA INC
NEWTON VINEYARDS LLC
LVMH FRAGRANCE BRANDS LLC
CHRISTIAN DIOR PERFUMES LLC
LOEWE LLC
LORO PIANA
BULGARI CORPORATION OF AMERICA
CYPRESS CREEK FARMS LLC
WOODINVILLE WHISKEY CORP
KENZO PARIS USA LLC
RIMOWA
KENDO
LMP SERVICES LLC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd