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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Daniel J Trunk | TRUSTEE-ADVISOR | 2020-2025 | 1 | $0 reported | 1 |
| Jessica S Raia | TRUSTEE-ADVISOR | 2022-2025 | 1 | $0 reported | 1 |
| John B Benton | TRUSTEE-ADVISOR | 2021-2025 | 1 | $0 reported | 1 |
| Jessica S Trunk (former) | TRUSTEE-ADVI | 2021 | 1 | $0 reported | 1 |
| James J Trunk (former) | TRUSTEE-ADVI | 2020 | 1 | $0 reported | 1 |
| Michelle T Raia (former) | TRUSTE-ADVIS | 2020 | 1 | $0 reported | 1 |
People by year
2025 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANIEL J TRUNK | TRUSTEE-ADVISOR | 1 | $0 | - | $0 | $0 | 1 |
| JESSICA S RAIA | TRUSTEE-ADVISOR | 1 | $0 | - | $0 | $0 | 1 |
| JOHN B BENTON | TRUSTEE-ADVISOR | 1 | $0 | - | $0 | $0 | 1 |
2024 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANIEL J TRUNK | TRUSTEE-ADVISOR | 1 | $0 | - | $0 | $0 | 1 |
| JESSICA S RAIA | TRUSTEE-ADVISOR | 1 | $0 | - | $0 | $0 | 1 |
| JOHN B BENTON | TRUSTEE-ADVISOR | 1 | $0 | - | $0 | $0 | 1 |
2023 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANIEL J TRUNK | TRUSTEE-ADVISOR | 1 | $0 | - | $0 | $0 | 1 |
| JESSICA S RAIA | TRUSTEE-ADVISOR | 1 | $0 | - | $0 | $0 | 1 |
| JOHN B BENTON | TRUSTEE-ADVISOR | 1 | $0 | - | $0 | $0 | 1 |
2022 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANIEL J TRUNK | TRUSTEE-ADVI | 1 | $0 | - | $0 | $0 | 1 |
| JESSICA S RAIA | TRUSTEE-ADVI | 1 | $0 | - | $0 | $0 | 1 |
| JOHN B BENTON | TRUSTEE-ADVI | 1 | $0 | - | $0 | $0 | 1 |
2021 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANIEL J TRUNK | TRUSTEE-ADVI | 1 | $0 | - | $0 | $0 | 1 |
| JESSICA S TRUNK | TRUSTEE-ADVI | 1 | $0 | - | $0 | $0 | 1 |
| JOHN B BENTON | TRUSTEE-ADVI | 1 | $0 | - | $0 | $0 | 1 |
2020 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES J TRUNK | TRUSTEE-ADVI | 1 | $0 | - | $0 | $0 | 1 |
| MICHELLE T RAIA | TRUSTE-ADVIS | 1 | $0 | - | $0 | $0 | 1 |
| DANIEL J TRUNK | TRUSTEE-ADVI | 1 | $0 | - | $0 | $0 | 1 |
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
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $393,776 | $194,379 | $3,020,559 | $3,020,559 | - | - | $0 | - | - |
| 2024 · Form 990PF | ||||||||
| $144,159 | $28,687 | $2,821,162 | $2,821,162 | - | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $119,938 | $129,661 | $2,705,690 | $2,705,690 | - | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $1,612,686 | $108,224 | $2,715,413 | $2,715,413 | $1,556,394 | - | - | - | - |
| 2021 · Form 990PF | ||||||||
| $56,520 | $86,800 | $1,210,951 | $1,210,951 | - | - | - | - | - |
| 2020 · Form 990PF | ||||||||
| $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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| SARAH H SUTHERLAND CHARITABLE TR UW | FL | T20 | $386,708 | $258,674 | TRUSTEE | $47,691 | Same NTEE code T20, revenue within 2x, same state |
| GOLDON IRRV CHARITABLE TR UA 122800 | FL | T20 | $399,749 | $57,398 | Trustee | $0 | Same NTEE code T20, revenue within 2x, same state |
| PROVERBS 14 31 CHARITABLE FOUNDATION INC | FL | T20 | $411,617 | $336,780 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| THE FRANCIEN & LEE RUWITCH CHARITABLE FOUNDATION INC | FL | T20 | $407,622 | $18,555 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| HOWARD & ETHEL ROSS TR UA 2 | FL | T20 | $401,732 | $236,444 | Trustee | $64,497 | Same NTEE code T20, revenue within 2x, same state |
| CHARLES AND JEAN WOODSBY PRIVATE FOUNDATION INC | FL | T20 | $393,269 | $71,839 | Director | $0 | Same NTEE code T20, revenue within 2x, same state |
| SUN CAPITAL PARTNERS FOUNDATION INC | FL | T20 | $401,132 | $587,436 | DIRECTOR/TREASURER | $0 | Same NTEE code T20, revenue within 2x, same state |
| HASKELL FOUNDATION TR AGREEMENT 09082016 | FL | T20 | $390,988 | $2,845,469 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| HOROWITZ FAMILY FOUNDATION TRUST | FL | T20 | $397,427 | $535,410 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| HELEN CARMICHAEL PURDY FOUNDATION | FL | T20 | $408,717 | $203,446 | TRUSTEE | $17,437 | Same NTEE code T20, revenue within 2x, same state |
| THE IRVING AND MARJORIE COWAN FAMILY FOUNDATION INC | FL | T20 | $396,641 | $275,213 | SECRETARY/TREASURER/MANAGE | $0 | Same NTEE code T20, revenue within 2x, same state |
| ERDLE FOUNDATION | FL | T20 | $409,080 | $227,184 | SECRETARY | $12,000 | Same NTEE code T20, revenue within 2x, same state |
| THE HAHN FAMILY FOUNDATION | FL | T20 | $379,784 | $122,000 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| DR HARRY J HEEB FOUNDATION | FL | T20 | $377,493 | $276,955 | CO-TRUSTEE | $39,285 | Same NTEE code T20, revenue within 2x, same state |
| HAROLD W ASHLEY FOUNDATION | FL | T20 | $394,187 | $404,576 | CO-TRUSTEE | $48,233 | Same NTEE code T20, revenue within 2x, same state |
| NORMAN SHULEVITZ FOUNDATION | FL | T20 | $397,174 | $344,995 | DIRECTOR | $64,560 | Same NTEE code T20, revenue within 2x, same state |
| EDWARD W SMITH JR FOUNDATION | FL | T20 | $392,443 | $226,105 | CO-TRUSTEE | $35,000 | Same NTEE code T20, revenue within 2x, same state |
| CAROL AND GENE ZAMLER FOUNDATION | FL | T20 | $393,887 | $145,435 | PRESIDENT/TR | $0 | Same NTEE code T20, revenue within 2x, same state |
| WILLIAM AND SUSAN DALTON FOUNDATION | FL | T20 | $386,661 | $296,498 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| JOE & MICHELLE VERBRUGGE FAMILY FOUNDATION | FL | T20 | $400,066 | $219,694 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| GLENN W & HAZELLE PAXSON MORRISON FOUNDATION INC | FL | T20 | $400,426 | $319,756 | PRESIDENT / DIRECTOR | $1,000 | Same NTEE code T20, revenue within 2x, same state |
| THOMAS AND LIS PETERSEN PRIVATE FAMILY FOUNDATION INC | FL | T20 | $376,920 | $2,004,579 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| KRUPKA FOUNDATION INC | FL | T20 | $393,160 | $1,096,477 | PRESIDENT/DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| NEAL AND MARLENE GOLDMAN FOUNDATION | FL | T20 | $392,931 | $166,593 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| ATID FOUNDATION INC | FL | T20 | $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).
| Grantor | Total given | Grants | Organizations funded | Type | Years | Which ones |
|---|---|---|---|---|---|---|
| KROUSE FAMILY FOUNDATION INC | $7,750,000 | 14 | 1 | Private foundation | 2011–2024 | SUN CAPITAL PARTNERS FOUNDATION INC |
| MARC J LEDER FOUNDATION INC | $6,550,000 | 12 | 1 | Private foundation | 2011–2024 | SUN CAPITAL PARTNERS FOUNDATION INC |
| FLYNN FAMILY FOUNDATION INC | $100,000 | 1 | 1 | Private foundation | 2019–2019 | FLEET ADVANTAGE FOUNDATION INC |
| MECKLER FOUNDATION INC | $5,000 | 1 | 1 | Private foundation | 2023–2023 | FRANK E DUCKWALL FOUNDATION |
| BAILEY FAMILY FOUNDATION INC | $500 | 1 | 1 | Private foundation | 2011–2011 | 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
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $194,379 | 100% |
2024 · Form 990PF · $28,687 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses | $17,705 | 61.7% | |
| Fees: accounting | $5,250 | 18.3% | |
| Fees: legal | $4,770 | 16.6% | |
| Taxes | $962 | 3.4% | |
| Total | $28,687 | 100% |
2023 · Form 990PF · $129,661 spent · pay $0 · grants $100,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $129,661 | 100% |
2022 · Form 990PF · $108,224 spent · pay $0 · grants $90,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $108,224 | 100% |
2021 · Form 990PF · $86,800 spent · pay $0 · grants $75,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $86,800 | 100% |
2020 · Form 990PF · $82,942 spent · pay $0 · grants $70,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $82,942 | 100% |
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