SBMT CHARITABLE TR

Reduce your risk when donating: see where the money actually goes.

Reduce your risk when donating: see where the money actually goes.

Cite this

Plain text SBMT CHARITABLE TR. furp.org, nonprofit organization profile, tax years 2020–2025. https://furp.org/org/sbmt-charitable-tr-656312009. Retrieved 2026-11-09.

APA furp.org. (n.d.). SBMT CHARITABLE TR [Nonprofit organization profile; tax years 2020–2025]. Retrieved November 9, 2026, from https://furp.org/org/sbmt-charitable-tr-656312009

MLA “SBMT CHARITABLE TR.” furp.org, tax years 2020–2025, https://furp.org/org/sbmt-charitable-tr-656312009. Accessed 9 Nov. 2026.

Retrieved 2026-11-09; covers tax years 2020–2025. Data: furp.org (index © the FURP Alliance; the records are public domain).

2025 · Form 990PF · revenue $394K · expenses $194K · assets $3.0M

EIN
65-6312009
Address
2979 PGA BLVD STE 201, PALM BCH GDNS, FL 33410-3002
NTEE code
T20 Private Grantmaking Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File)
FURP topic
science: research education (from its 990 text; the topic index)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
December 1999 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 6 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

6 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Daniel J Trunk TRUSTEE-ADVISOR2020-2025 1 $0 reported 1
Jessica S Raia TRUSTEE-ADVISOR2022-2025 1 $0 reported 1
John B Benton TRUSTEE-ADVISOR2021-2025 1 $0 reported 1
Jessica S Trunk (former) TRUSTEE-ADVI2021 1 $0 reported 1
James J Trunk (former) TRUSTEE-ADVI2020 1 $0 reported 1
Michelle T Raia (former) TRUSTE-ADVIS2020 1 $0 reported 1

People by year

2025 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL J TRUNK TRUSTEE-ADVISOR1 $0-$0 $01
JESSICA S RAIA TRUSTEE-ADVISOR1 $0-$0 $01
JOHN B BENTON TRUSTEE-ADVISOR1 $0-$0 $01
2024 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL J TRUNK TRUSTEE-ADVISOR1 $0-$0 $01
JESSICA S RAIA TRUSTEE-ADVISOR1 $0-$0 $01
JOHN B BENTON TRUSTEE-ADVISOR1 $0-$0 $01
2023 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL J TRUNK TRUSTEE-ADVISOR1 $0-$0 $01
JESSICA S RAIA TRUSTEE-ADVISOR1 $0-$0 $01
JOHN B BENTON TRUSTEE-ADVISOR1 $0-$0 $01
2022 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL J TRUNK TRUSTEE-ADVI1 $0-$0 $01
JESSICA S RAIA TRUSTEE-ADVI1 $0-$0 $01
JOHN B BENTON TRUSTEE-ADVI1 $0-$0 $01
2021 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL J TRUNK TRUSTEE-ADVI1 $0-$0 $01
JESSICA S TRUNK TRUSTEE-ADVI1 $0-$0 $01
JOHN B BENTON TRUSTEE-ADVI1 $0-$0 $01
2020 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES J TRUNK TRUSTEE-ADVI1 $0-$0 $01
MICHELLE T RAIA TRUSTE-ADVIS1 $0-$0 $01
DANIEL J TRUNK TRUSTEE-ADVI1 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 7 grants to organizations · $160K
2023 · 5 grants to organizations · $100K
2022 · 5 grants to organizations · $90K
2021 · 4 grants to organizations · $75K
2020 · 3 grants to organizations · $70K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2022 · 1 contributor · $1.6M
#ContributorTypeCity, stateTotalNoncashSource
1 CAROL M TRUNK FAMILY TRUST Organization or other LIGHTHOUSE POINT, FL $1,556,394- Form 990PF Sch. B, 2022 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$393,776$194,379 $3,020,559$3,020,559 -- $0--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$144,159$28,687 $2,821,162$2,821,162 -- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$119,938$129,661 $2,705,690$2,705,690 -- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$1,612,686$108,224 $2,715,413$2,715,413 $1,556,394- ---
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$56,520$86,800 $1,210,951$1,210,951 -- ---
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$210,000$82,942 $1,241,231$1,241,231 -- ---

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
SARAH H SUTHERLAND CHARITABLE TR UWFLT20 $386,708$258,674 TRUSTEE$47,691 Same NTEE code T20, revenue within 2x, same state
GOLDON IRRV CHARITABLE TR UA 122800FLT20 $399,749$57,398 Trustee$0 Same NTEE code T20, revenue within 2x, same state
PROVERBS 14 31 CHARITABLE FOUNDATION INCFLT20 $411,617$336,780 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
THE FRANCIEN & LEE RUWITCH CHARITABLE FOUNDATION INCFLT20 $407,622$18,555 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
HOWARD & ETHEL ROSS TR UA 2FLT20 $401,732$236,444 Trustee$64,497 Same NTEE code T20, revenue within 2x, same state
CHARLES AND JEAN WOODSBY PRIVATE FOUNDATION INCFLT20 $393,269$71,839 Director$0 Same NTEE code T20, revenue within 2x, same state
SUN CAPITAL PARTNERS FOUNDATION INCFLT20 $401,132$587,436 DIRECTOR/TREASURER$0 Same NTEE code T20, revenue within 2x, same state
HASKELL FOUNDATION TR AGREEMENT 09082016FLT20 $390,988$2,845,469 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
HOROWITZ FAMILY FOUNDATION TRUSTFLT20 $397,427$535,410 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
HELEN CARMICHAEL PURDY FOUNDATIONFLT20 $408,717$203,446 TRUSTEE$17,437 Same NTEE code T20, revenue within 2x, same state
THE IRVING AND MARJORIE COWAN FAMILY FOUNDATION INCFLT20 $396,641$275,213 SECRETARY/TREASURER/MANAGE$0 Same NTEE code T20, revenue within 2x, same state
ERDLE FOUNDATIONFLT20 $409,080$227,184 SECRETARY$12,000 Same NTEE code T20, revenue within 2x, same state
THE HAHN FAMILY FOUNDATIONFLT20 $379,784$122,000 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
DR HARRY J HEEB FOUNDATIONFLT20 $377,493$276,955 CO-TRUSTEE$39,285 Same NTEE code T20, revenue within 2x, same state
HAROLD W ASHLEY FOUNDATIONFLT20 $394,187$404,576 CO-TRUSTEE$48,233 Same NTEE code T20, revenue within 2x, same state
NORMAN SHULEVITZ FOUNDATIONFLT20 $397,174$344,995 DIRECTOR$64,560 Same NTEE code T20, revenue within 2x, same state
EDWARD W SMITH JR FOUNDATIONFLT20 $392,443$226,105 CO-TRUSTEE$35,000 Same NTEE code T20, revenue within 2x, same state
CAROL AND GENE ZAMLER FOUNDATIONFLT20 $393,887$145,435 PRESIDENT/TR$0 Same NTEE code T20, revenue within 2x, same state
WILLIAM AND SUSAN DALTON FOUNDATIONFLT20 $386,661$296,498 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
JOE & MICHELLE VERBRUGGE FAMILY FOUNDATIONFLT20 $400,066$219,694 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
GLENN W & HAZELLE PAXSON MORRISON FOUNDATION INCFLT20 $400,426$319,756 PRESIDENT / DIRECTOR$1,000 Same NTEE code T20, revenue within 2x, same state
THOMAS AND LIS PETERSEN PRIVATE FAMILY FOUNDATION INCFLT20 $376,920$2,004,579 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
KRUPKA FOUNDATION INCFLT20 $393,160$1,096,477 PRESIDENT/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
NEAL AND MARLENE GOLDMAN FOUNDATIONFLT20 $392,931$166,593 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
ATID FOUNDATION INCFLT20 $392,621$1,173,798 President$0 Same NTEE code T20, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
KROUSE FAMILY FOUNDATION INC $7,750,00014 1Private foundation2011–2024 SUN CAPITAL PARTNERS FOUNDATION INC
MARC J LEDER FOUNDATION INC $6,550,00012 1Private foundation2011–2024 SUN CAPITAL PARTNERS FOUNDATION INC
FLYNN FAMILY FOUNDATION INC $100,0001 1Private foundation2019–2019 FLEET ADVANTAGE FOUNDATION INC
MECKLER FOUNDATION INC $5,0001 1Private foundation2023–2023 FRANK E DUCKWALL FOUNDATION
BAILEY FAMILY FOUNDATION INC $5001 1Private foundation2011–2011 I HERRMANN ANESTHESIA FOUNDATION INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $194,379 spent · pay $0 · grants $160,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $160,000 82.3%
Other expenses $16,258 8.4%
Fees: accounting $13,918 7.2%
Taxes $3,270 1.7%
Fees: legal $933 0.5%
Total$194,379100%

View the filing

2024 · Form 990PF · $28,687 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses $17,705 61.7%
Fees: accounting $5,250 18.3%
Fees: legal $4,770 16.6%
Taxes $962 3.4%
Total$28,687100%

View the filing

2023 · Form 990PF · $129,661 spent · pay $0 · grants $100,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $100,000 77.1%
Other expenses $16,679 12.9%
Fees: legal $7,153 5.5%
Fees: accounting $3,390 2.6%
Taxes $2,439 1.9%
Total$129,661100%

View the filing

2022 · Form 990PF · $108,224 spent · pay $0 · grants $90,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $90,000 83.2%
Other expenses $12,744 11.8%
Fees: accounting $3,195 3.0%
Fees: legal $1,218 1.1%
Taxes $1,067 1.0%
Total$108,224100%

View the filing

2021 · Form 990PF · $86,800 spent · pay $0 · grants $75,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $75,000 86.4%
Other expenses $7,256 8.4%
Fees: legal $2,310 2.7%
Taxes $2,009 2.3%
Fees: accounting $225 0.3%
Total$86,800100%

View the filing

2020 · Form 990PF · $82,942 spent · pay $0 · grants $70,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $70,000 84.4%
Other expenses $9,481 11.4%
Fees: legal $3,405 4.1%
Taxes $56 0.1%
Total$82,942100%

View the filing

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