SBLI CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SBLI CHARITABLE FOUNDATION (EIN 82-3095904)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-18
IRS object ID
202133229349100223
Schema version
2020v4.0
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)
Return2021-11-18T10:30:03-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN823095904EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SBLI Charitable Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Dexter H MurrayInCareOfNm
Business Name ControlSBLIBusinessNameControlTxt
Phone3392272584PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1One Linscott RoadAddressLine1Txt
CityWoburnCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01801ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEXTER H MURRAYPersonNm
Person TitleTreasurer DirectorPersonTitleTxt
Phone7819945429PhoneNum
Signature2021-11-18SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDEXTERPersonFirstNm
Person LastMURRAYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer1TrustedCustomerCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$485,452FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Net Gain Sale Ast Rev And Expnss$0NetGainSaleAstRevAndExpnssAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$650OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$650TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$828OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$828TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$249,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$249,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$250,078TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$249,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$249,428ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$740,880CashBOYAmt
Cash EOY$485,452CashEOYAmt
Cash EOYFMV$485,452CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$740,880TotalAssetsBOYAmt
Total Assets EOY$485,452TotalAssetsEOYAmt
Total Assets EOYFMV$485,452TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests EOY$485,482NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances EOY$485,482TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$485,482TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Excess Revenue Over Expenses-$249,428ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal-$249,428SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY-$249,428TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresshttps://www.sbli.com/why-sbli/sbli-foundation/WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1The Savings Bank Mutual Life Insurance Co of MABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7819945429PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1One Linscott RoadAddressLine1Txt
CityWoburnCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01801ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JOHN E BRABAZON
One Linscott RoadWoburnMA01801President and Director0.000$0
DEXTER H MURRAY JR
One Linscott RoadWoburnMA01801Treasurer and Director0.000$0
JAMES A MORGAN
One Linscott RoadWoburnMA01801Chairman and Director0.000$0
MATTHEW C REGAN III
One Linscott RoadWoburnMA01801Director0.000$0
JENNIFER H MULDOON
One Linscott RoadWoburnMA01801Director1.000$0

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$608,204AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$608,204TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$608,204AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,123CashDeemedCharitableAmt
Net Vl Noncharitable Assets$599,081NetVlNoncharitableAssetsAmt
Minimum Investment Return$29,954MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$29,954MinimumInvestmentReturnAmt
Distributable Before Adj$29,954DistributableBeforeAdjAmt
Distributable Before Ded$29,954DistributableBeforeDedAmt
Distributable As Adjusted$29,954DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$249,250ExpensesAndContributionsAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$249,250QualifyingDistributionsAmt
Adjusted Qualifying Distri$249,250AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,954DistributableAsAdjustedAmt
Qualifying Distributions$249,250QualifyingDistributionsAmt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$249,250RemainingDistriFromCorpusAmt
Total Corpus$249,250TotalCorpusAmt
Undistributed Income CY$29,954UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$249,250ExcessDistriCyovToNextYrAmt
Excess From Current Year$249,250ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDEXTER H MURRAY JRRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1One LinscottAddressLine1Txt
CityWoburnCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01801ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7819945429RecipientPhoneNum
Recipient Email AddressCharitableFoundation@sbli.comRecipientEmailAddressTxt
Form And Info And MaterialsRequest in email for to donateFormAndInfoAndMaterialsTxt
Submission DeadlinesNo DeadlinesSubmissionDeadlinesTxt
Restrictions On AwardsShould be a 501 c3requesting the donation Healthy LifestylesRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
American Heart Association
2 Clinton SquareSyracuseNY13202PCHealthy Lifestyle$45,000
American Diabetes Association
2451 Crystal DriveArlingtonVA22202PCHealthy Lifestyle$30,000
Boston Childrens Hospital
300 Longwood AvenueBostonMA02115PCHealthy Lifestyle$12,500
Alzheimers Association
225 North Michigan AvenueChicagoIL60601PCHeathly Lifesyle$10,000
National Brain Tumor Society
55 Chapel StreetNewtonMA02458PCHealthy Lifestyle$5,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 Third AvenueNew YorkNY10017PCHealthly Lifestyle$5,000
NATIONAL BREAST CANCER FOUNDATION
2600 Network BlvdFriscoTX75034PCHealthy Lifestyle$20,000
AMERICAN RED CROSS - 2020 NATURAL DIASTERS
430 17th Street NWWashingtonDC20006PCHealthy Lifestyle$35,000
WHITTIER STREET HEALTH CENTER
1290 Tremont StreetRoxbury CrossingMA02120PCHealthy Lifestyle$7,500
MASSACHUSETTS NURSES ASSOCIATION - COVID RELIEF
340 Turnpike StreetCantonMA02021PCHealthy Lifestyle$10,000
MASSACHUSETTS - COVID RELIEF FUND
24 Beacon StreetBostonMA02133PCHealthy Lifestyle$15,000
MASSACHUSETTS GENERAL HOSPITAL - COVID RELIEF FUNDS
55 Fruit StreetBostonMA02114PCHealhy Lifestyle$25,000
JUVENILE DIABETES RESEARCH FOUNDATION (JDRF)
200 Vesey Street 28th FloorNew YorkNY10281PCHealty Lifestyle$5,000
THE LEUKEMIA & LYMPHOMA SOCIETY
61 Broadway StreetNew YorkNY10006PCHealthy Lifestyle$7,500
ALS ASSOCIATION - GREATER BOSTON WALK TO DEFEAT ALS
685 Canton StreetNorwoodMA02062PCHealty Lifestyle$1,500
THE JIMMY FUND - 32ND ANNUAL BOSTON MARATHON JIMMY FUND WALK
450 Brookline AvenueBrooklineMA02445PCHealthy Lifestyle$10,000
ST JUDES RESEARCH HOSPITAL
262 Danny Thomas PlaceMemphisTN38105PCHealthy Lifestyle$250
ROSIE'S PLACE
889 Harrison AvenueBostonMA02118PCCommunity Support for Healthy Lifestyle$2,000
AYA CANCER FUND
175 Andover StreetDanversMA01923PCHealthy Lifestyle$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$249,250TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1Savings Bank Mutual Life Insur CoBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1One Linscott RoadAddressLine1Txt
CityWoburnCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01801ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMastercard RebatesDesc
Revenue And Expenses Per Books$650RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmt
State Filing Fee$35
Bank Charges$793

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.