BETA

SBLI CHARITABLE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
SBLI CHARITABLE FOUNDATION (EIN 82-3095904)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-21
IRS object ID
202602349349100100
Schema version
2025v4.2
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)
Return2026-08-21T11:28:10-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN823095904EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SBLI Legacy Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Bernice YoungInCareOfNm
Business Name ControlSBLIBusinessNameControlTxt
Phone7819945423PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 Linscott RoadAddressLine1Txt
CityWoburnCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01801ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBERNICE YOUNGPersonNm
Person TitleTreasurerPersonTitleTxt
Phone7819945423PhoneNum
Signature2026-08-21SignatureDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,229,086FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$274OtherProfFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$274TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$214,418ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$214,418ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$214,692TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$214,418TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$214,692ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$928,779CashBOYAmt
Cash EOY$1,229,086CashEOYAmt
Cash EOYFMV$1,229,086CashEOYFMVAmt
Other Assets BOY$515,000OtherAssetsBOYAmt
Total Assets BOY$1,443,779TotalAssetsBOYAmt
Total Assets EOY$1,229,086TotalAssetsEOYAmt
Total Assets EOYFMV$1,229,086TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,443,779NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,229,086NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,443,779TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,229,086TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,443,779TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,229,086TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,443,779TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$214,692ExcessRevenueOverExpensesAmt
Subtotal$1,229,087SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,229,087TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt

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
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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 Addresshttpssbli.comwhysbliWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1John E BrabazonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7819945423PhoneNum

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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JENNIFER H MULDOON
One Linscott RoadWoburnMA01801President & Director0.00$0$0$0
BERNICE YOUNG
One LInscott RoadWoburnMA01801Treasurer0.00$0$0$0
JAMES A MORGAN
One Linscott RoadWoburnMA01801Chairman0.00$0$0$0
MATTHEW C REGAN
One Linscott RoadWoburnMA01801Director0.00$0$0$0
JOHN E BRABAZON
1 Linscott RoadWoburnMA01801Director0.00$0$0$0
VOULA IOANNIDIS
1 Linscott RoadWoburnMA01801Corporate Clerk0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,229,086AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,229,086TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,229,086AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,436CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,210,650NetVlNoncharitableAssetsAmt
Minimum Investment Return$60,533MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$60,533MinimumInvestmentReturnAmt
Distributable Before Adj$60,533DistributableBeforeAdjAmt
Distributable Before Ded$60,533DistributableBeforeDedAmt
Distributable As Adjusted$60,533DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$214,418ExpensesAndContributionsAmt
Qualifying Distributions$214,418QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$60,533DistributableAsAdjustedAmt
Undistributed Income PY$45,742UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$219,296ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$159,596ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$169,160ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$198,554ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$204,469ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$951,075TotalExcessDistributionCyovAmt
Qualifying Distributions$214,418QualifyingDistributionsAmt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$60,533AppliedToCurrentYearAmt
Remaining Distri From Corpus$153,885RemainingDistriFromCorpusAmt
Total Corpus$1,104,960TotalCorpusAmt
Taxable2$45,742Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$219,296ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$885,664ExcessDistriCyovToNextYrAmt
Excess From Year4$159,596ExcessFromYear4Amt
Excess From Year3$169,160ExcessFromYear3Amt
Excess From Year2$198,554ExcessFromYear2Amt
Excess From Year1$204,469ExcessFromYear1Amt
Excess From Current Year$153,885ExcessFromCurrentYearAmt

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

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOHN E BRABAZONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11 LINSCOTT ROADAddressLine1Txt
CityWOBURNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01801ZIPCd
FieldValueIRS element (for citing)
Recipient Email AddressCHARITABLEFOUNDATION@SBLI.COMRecipientEmailAddressTxt
Form And Info And MaterialsREQUEST AN EMAIL FOR TO DONATEFormAndInfoAndMaterialsTxt
Submission DeadlinesNO DEADLINESSubmissionDeadlinesTxt
Restrictions On AwardsSHOULD BE A 401C3 REQUESTINGRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
YOUTH VILLAGES
3320 BROTHER BLVDMEMPHISTN38133NonePCHEALTHY LIFESTYLE$15,000
AMERICAN DIABETES ASSOCIATION
PO BOX 7023MERRIFIELDVA22116NonePCHEALTHY LIFESTYLE$42,255
BOSTON CHILDRENS HOSPITAL
401 PARK DRIVEBOSTONMA02215NonePCHEALTHY LIFESTYLE$27,980
AMERICAN HEART ASSOCIATION
93 WORCESTER STREETWELLESLEY HILLSMA02481NonePCHEALTHY LIFESTYLE$30,683
NATIONAL ALLIANCE ON MENTAL ILLNESS
85 NORTH STATE STREETCONCORDNH03301NonePCHEALTHY LIFESTYLE$15,600
ROSIES PLACE
889 HARRISON AVEBOSTONMA02118NonePCHEALTHY LIFESTYLE$2,500
DANA FARBER CANCER INSTITUTE
450 BROOKLINE AVEBOSTONMA02215NonePCHEALTHY LIFESTYLE$18,900
AYA CANCER ALLIANCE - REIDS RIDE
800 WASHINGTON STBOSTONMA02111NonePCHEALTHY LIFESTYLE$3,000
SHRINERS CHILDRENS
51 BLOSSOM STBOSTONMA02114NonePCHEALTHY LIFESTYLE$2,500
AMERICAN RED CROSS
PO BOX 37839BOONEIA50037NonePCHEALTHY LIFESTYLE$25,000
ALZHEIMERS ASSOC
320 NEVADA ST Ste 201NEWTONVILLEMA02460NonePCHEALTHY LIFESTYLE$10,000
ST JUDE
313 WASHINGTON ST Ste 310NEWTONVILLEMA02458NonePCHEALTHY LIFESTYLE$15,000
JUVENILE DIABETES
200 VESSY STREET 28TH FLOORNEW YORKNY10281NonePCHEALTHY LIFESTYLE$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$214,418TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (9 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
1aPursuant to SBLI Legasy Foundations Foundation Article
1aof Organization the Foudnation is organized and shall at all
1atimes operate exclusively for charitable and educational
1apurposes with the meaning of SEction 401c3 Subject
1ato and in furtherance of the foregoing the Foundation may
1aengage in the following activities 1 Provide operating
1aprogram funding to organizations and programs that qualify
1aunder 501c3 of the Internal Revenue Code by distributing
1afunds directly in support of programs that focus on healthy

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 LIFE INSURANCE COMBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11 LINSCOTT ROADAddressLine1Txt
CityWOBURNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01801ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINTERCOMPANYDesc
BOY Book Value$515,000BOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategorySTATE FILING FEESCategoryTxt
Amt$274Amt

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