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SBLI CHARITABLE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SBLI CHARITABLE FOUNDATION (EIN 82-3095904)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-11
IRS object ID
202033169349101848
Schema version
2019v5.0
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)
Return2020-11-11T15:26:31-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

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
Phone7819945429PhoneNum

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
Signature2020-11-11SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.160.144.10IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id21010520203161243908FederalOriginalSubmissionId
Federal Original Submission Id2020-11-11FederalOriginalSubmissionIdDt
Filing License TypeOFilingLicenseTypeCd
At Submission Creation Device Id9FBB6F768E1431FB69E35FB53099538C6A264884AtSubmissionCreationDeviceId
At Submission Filing Device Id9FBB6F768E1431FB69E35FB53099538C6A264884AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$740,880FMVAssetsEOYAmt
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$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$270OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$270TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$143,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$137,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$143,770TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$137,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$143,770ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$885,650CashBOYAmt
Cash EOY$740,880CashEOYAmt
Cash EOYFMV$740,880CashEOYFMVAmt
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$885,650TotalAssetsBOYAmt
Total Assets EOY$740,880TotalAssetsEOYAmt
Total Assets EOYFMV$740,880TotalAssetsEOYFMVAmt
Accounts Payable BOY$7,000AccountsPayableBOYAmt
Accounts Payable EOY$6,000AccountsPayableEOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY$7,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,000TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$878,650NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$734,880NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$878,650TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$734,880TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$885,650TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$740,880TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$878,650TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$143,770ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$734,880SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$734,880TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$121,350AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$885,650NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.137018DistributionYr1Rt
Total Distribution0.137018TotalDistributionRt
Average Distribution0.137018AverageDistributionRt
Net Vl Noncharitable Assets$777,653NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$106,552AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$106,552AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$143,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
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 ContributorsYes (true)NewSubstantialContributorsInd
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 Director1.000$0
DEXTER H MURRAY JR
One Linscott RoadWoburnMA01801Treasurer and Director1.000$0
JAMES A MORGAN
One Linscott RoadWoburnMA01801Chairman and Director1.000$0
MATTHEW C REGAN III
One Linscott RoadWoburnMA01801Director1.000$0
DAVID B ERENTHAL
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$789,495AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$789,495TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$789,495AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,842CashDeemedCharitableAmt
Net Vl Noncharitable Assets$777,653NetVlNoncharitableAssetsAmt
Minimum Investment Return$38,883MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$38,883MinimumInvestmentReturnAmt
Distributable Before Adj$38,883DistributableBeforeAdjAmt
Distributable Before Ded$38,883DistributableBeforeDedAmt
Distributable As Adjusted$38,883DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$137,500ExpensesAndContributionsAmt
Set Aside Cash Distri Test$6,000SetAsideCashDistriTestAmt
Qualifying Distributions$143,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$143,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,883DistributableAsAdjustedAmt
Qualifying Distributions$143,500QualifyingDistributionsAmt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$143,500RemainingDistriFromCorpusAmt
Total Corpus$143,500TotalCorpusAmt
Undistributed Income CY$38,883UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$143,500ExcessDistriCyovToNextYrAmt
Excess From Current Year$143,500ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$6,855Year1Amt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Year1$121,350Year1Amt
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 PersonLESLEY SAMMARCORecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1One Linscott RoadAddressLine1Txt
CityWoburnCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01801ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7819945464RecipientPhoneNum
Recipient Email AddressCharitableFoundation@SBLI.comRecipientEmailAddressTxt
Form And Info And MaterialsRequest in email for requestedFormAndInfoAndMaterialsTxt
Submission DeadlinesNo DeadlinesSubmissionDeadlinesTxt
Restrictions On AwardsNeeds to be a 501 c3 requesting the donation Healthy LifestylesRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Boston Children's Hospital
1295 Boylston StreetBostonMA02115NonePCHealthy Lifestyle$10,000
American Diabetes Association
2451 Crystal DriveArlingtonVA22202NonePCHealthy Lifestyle$32,500
Dana Farber Cancer Institute
450 Brookline AveBostonMA02215NonePCHealthy Lifestyle$10,000
American Heart Association
2 Clinton SquareSyracuseNY13202NONEPCHealthy Lifestyle$40,000
Alzheimer's Association
225 North Michigan AveChicagoIL60601NONEPCHealthy Lifestyle$5,000
National Brain Tumor Society
55 Chapel StreetNewtonMA02458NONEPCHealthy Lifestyle$5,000
National Multiple Sclerosis Society
733 Third AvenueNew YorkNY10017NONEPCHealthy Lifestyle$10,000
National Breast Cancer Foundation Inc
2600 Network BLVDFriscoTX75034NONEPCHealthy Lifestyle$20,000
American Parkinson Disease Association
135 Parkinson AvenueStaten IslandNY10305NONEPCHealthy Lifestyle$1,000
Juvenile Diabetes Research Foundation (JDRF)
200 Vesey StreetNew YorkNY10281NONEPCHealthy Lifestyle$5,000
Rosie's Place
889 Harrison AvenueBostonMA02118NONEPCCommunity Support for Healthy Lifestyles$2,000
AYA Cancer Fund
175 Andover StreetDanversMA01923NONEPCHealthy Lifestyle$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$143,500TotalGrantOrContriPdDurYrAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (10 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
1aPursuant to SBLI Charitable FoundationsFoundation
1aArticles of Organization the Foundation is organized and shall at all
1atimes operated exclusively for charitable and educational purposes
1awithin the meaning of of Section 501C3 Subject to and in furtherance
1aof the foregoing the Foundation may engage in the following activities
1a1 Provide operating program and funding to organizations and programs
1athat qualify under Section 501C3 of the Internal Revenue Code by
1adistributing funds directly in support of programs that focus on healthy
1alifestyles and improving the lives of families and children or
1adistributing funds to organizations that support those same causes

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 Line1The Savings Bank Mutual Life Co ofBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1One Linscott RoadAddressLine1Txt
CityWoburnCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01801ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Cash Distribution Expln Stmt CashDistributionExplnStmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmt
MA filings Fee$250
Bank Fees$20

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Savings Bank Mutual LifeBusinessNameLine1Txt

US Address USAddress

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

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