SBE&S Clients' Consolidated Charitable Foundation
SBE&S Clients' Consolidated Charitable Foundation is a private foundation based in Crofton, Maryland. It reported 10 grants totaling $220,000 in filing year 2025, supporting charitable organizations in Maryland, Washington, DC, North Carolina, New York, and Connecticut.
SBE&S Clients' Consolidated Charitable Foundation at a glance
In short: SBE&S Clients' Consolidated Charitable Foundation gave $220K across 10 grants in 2025 (avg $22K), top state Maryland. 20% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $220,000
- +6.5% vs 2024
- Grants made (2025)
- 10
- +11.1% vs 2024
- Average grant
- $22,000
- -4.1% vs 2024
- Median grant
- $11,250
- Total assets
- $2,590,653
- -2.5% vs 2024
- New grantees (estimate)
- 20% first-time grantees (2 of 10, 2025; small sample)
- Primary geography
- Maryland (45% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to SBE&S Clients' Consolidated Charitable Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation stated on its 2023 filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. The filing listed Kathleen Chamberlin as the contact, with no form or materials, no deadlines, and no restrictions on awards.
- Contact
Application contact: Kathleen Chamberlin
Mailing address: 2191 Defense Highway Suite 220, Crofton, MD 21114-2456
Phone: (410) 451-4010
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who SBE&S Clients' Consolidated Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Georgetown Preparatory School ($63K). Together the top 10 received $220K.
Grant Size Distribution
56 grants across all recorded years
The most common grant size was under $50K: 46 grants of 56 (82%).
Geographic Focus
Where this funder awards grants
In 2025, 45% of grant dollars went to recipients in Maryland, 32% to Washington, DC, 14% to North Carolina, 5% to New York, and 5% to Connecticut.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
Cities
Is SBE&S Clients' Consolidated Charitable Foundation open to new grantees?
20%
first-time grantees, 2025
In 2025, 2 of 10 grantees (20%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $31K; repeat grants $20K. How we count
Medians: $31K first-time, $11K repeat.
- 70% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+18%). Method
- In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $187K (2022) to $220K (2025). In 2025 it made 10 grants totaling $220K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Georgetown Preparatory School North Bethesda, MD | Unlimited | $62,500 |
| Georgetown Visitation Partners Washington, DC | Unlimited | $50,000 |
| Chordoma Foundation Durham, NC | Unlimited | $30,000 |
| Rock and Roll for Children Foundation Rockville, MD | Unlimited | $15,000 |
| Seec Silver Spring, MD | Unlimited | $11,250 |
| Shephard's Table Silver Spring, MD | Unlimited | $11,250 |
| Covenant House New York, NY | Unlimited | $10,000 |
| Food Rescue US Stamford, CT | Unlimited | $10,000 |
| Gonzaga College High School Washington, DC | Unlimited | $10,000 |
| The Father McKenna Center Washington, DC | Unlimited | $10,000 |
Ready to take the next step with SBE&S Clients' Consolidated Charitable Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,590,653 | $225,812 | $262,023 | $220,000 | 10 | $220,000 | $183,789 | $238,649 |
| 2024 | $2,656,002 | $263,717 | $243,851 | $206,500 | 9 | $206,611 | $226,477 | $220,073 |
| 2023 | $2,658,849 | $75,569 | $243,806 | $207,500 | 9 | $207,611 | $142,784 | $208,104 |
| 2022 | $2,844,896 | $100,365 | $224,412 | $187,000 | 13 | $187,111 | $161,564 | $206,441 |
| 2021 | $2,992,020 | $293,585 | $272,905 | $216,000 | 15 | — | $236,781 | $187,500 |
Under IRS private-foundation payout rules, SBE&S Clients' Consolidated Charitable Foundation reported a distributable amount of $239K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No foundation mission statement is provided. Its 2025 grants included support for a school, organizations addressing chordoma, services for people with intellectual and developmental disabilities, homelessness, and food insecurity. These examples describe the grantees’ work, not a stated mission of the foundation.
The Chordoma Foundation describes its mission as improving the lives of people affected by chordoma and leading the search for a cure. SEEC says it helps people with intellectual and developmental disabilities direct their lives with dignity, choice, authority, and responsibility. The Father McKenna Center says it offers hope and dignity to men experiencing homelessness and families experiencing food insecurity. Food Rescue US says it coordinates the transfer of end-of-day and expiring resources from food service organizations to community organizations serving people experiencing food insecurity.
Grantmaking
In filing year 2025, the foundation made 10 grants totaling $220,000. Grants ranged from $10,000 to $62,500, with a median grant of $11,250.
Its largest 2025 grants were $62,500 to Georgetown Preparatory School in North Bethesda, Maryland; $50,000 to Georgetown Visitation Partners in Washington, DC; and $30,000 to the Chordoma Foundation in Durham, North Carolina. Other grants were $15,000 to Rock and Roll for Children Foundation; $11,250 each to SEEC and Shephard's Table; and $10,000 each to Covenant House, Food Rescue US, Gonzaga College High School, and The Father McKenna Center.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Katharine Egan as president and director; Michael Egan as secretary and director; Kathleen Chamberlin as treasurer; and William Egan, James Egan, and Maurice Montaldi as directors.
SBE&S Clients' Consolidated Charitable Foundation is led by Katharine Egan, President & Director on every filing since 2022; 1 of 6 officers listed in 2025 is compensated.
Officers on the 2025 filing
Katharine Egan
President & Director
On filings since 2022
No compensation reported
Kathleen Chamberlin
Trustee & Treasurer
On filings since 2022
12 hrs/week
$36K (2022) → $39K (2025)
James Egan
Director
On filings since 2022
No compensation reported
Maurice Montaldi
Director
On filings since 2022
No compensation reported
Michael Egan
Secretary & Director
On filings since 2022
No compensation reported
William Egan
Director
On filings since 2022
No compensation reported
Former officers (1)
- Former: Thomas J Egan and Kathleen Chamberlin (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $39K, to Kathleen Chamberlin (Trustee).
Frequently asked questions about SBE&S Clients' Consolidated Charitable Foundation
How much does SBE&S Clients' Consolidated Charitable Foundation give each year?
SBE&S Clients' Consolidated Charitable Foundation gave $220K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $207K across 9 grants.
What is SBE&S Clients' Consolidated Charitable Foundation's typical grant size?
SBE&S Clients' Consolidated Charitable Foundation's median grant in 2025 was $11,250, and its average grant was $22,000, across 10 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from SBE&S Clients' Consolidated Charitable Foundation that year got $31K on average.
Where does SBE&S Clients' Consolidated Charitable Foundation give grants?
SBE&S Clients' Consolidated Charitable Foundation's top state is Maryland, with 45% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were District of Columbia (32%) and North Carolina (14%). The most frequent recipient cities were Washington, DC (3 grants) and Silver Spring, MD (2 grants).
Does SBE&S Clients' Consolidated Charitable Foundation give general operating support?
Not in 2025: none of the 10 grants with a stated purpose on SBE&S Clients' Consolidated Charitable Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Unlimited" (10 grants).
Who are SBE&S Clients' Consolidated Charitable Foundation's largest grantees?
SBE&S Clients' Consolidated Charitable Foundation's largest 2025 grantees include Georgetown Preparatory School ($62,500), Georgetown Visitation Partners ($50,000) and Chordoma Foundation ($30,000), according to its 2025 IRS Form 990-PF. Together they received 65% of its itemized 2025 grant dollars.
How large is SBE&S Clients' Consolidated Charitable Foundation?
SBE&S Clients' Consolidated Charitable Foundation reported $2.6M in total assets on its 2025 IRS Form 990-PF. It paid out $220K in qualifying distributions that year, against a required minimum of $239K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does SBE&S Clients' Consolidated Charitable Foundation fund?
No foundation mission statement is provided. Its 2025 grants included support for a school, organizations addressing chordoma, services for people with intellectual and developmental disabilities, homelessness, and food insecurity. See mission & focus areas ↑
How do I apply for a grant from SBE&S Clients' Consolidated Charitable Foundation?
The foundation stated on its 2023 filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is SBE&S Clients' Consolidated Charitable Foundation's EIN?
SBE&S Clients' Consolidated Charitable Foundation's EIN (Employer Identification Number) is 52-1306077. IRS Form 990 filing data is available on this page for 2021–2025.
Does SBE&S Clients' Consolidated Charitable Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 17, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 16, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 11, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 10, 2026)
- IRS filings on file for fiscal years 2021–2025
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Cite this profile
Grantable. (2026). SBE&S Clients' Consolidated Charitable Foundation funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/sbeands-clients-consolidated-charitable-foundation-morg_53228379a8f2495f8e4204e8bb81bf20
BibTeX
@misc{grantable_521306077_2026,
author = {{Grantable}},
title = {{SBE\&S Clients' Consolidated Charitable Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/sbeands-clients-consolidated-charitable-foundation-morg_53228379a8f2495f8e4204e8bb81bf20},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from SBE&S Clients' Consolidated Charitable Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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