SBE&S Clients' Consolidated Charitable Foundation
SBE&S Clients' Consolidated Charitable Foundation is a private foundation, based in CROFTON, MD. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 9 grants totaling $207K. Net investment income was $226K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.7M
-0.1% YoY
Annual Giving
$207K
-0.5% YoY
Grant Count
9
+0.0% YoY
Avg Grant Size
$23K
-0.5% YoY
About SBE&S Clients' Consolidated Charitable Foundation
Based on IRS filings
SBE&S Clients' Consolidated Charitable Foundation is a private foundation, based in CROFTON, MD. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 9 grants totaling $207K. Net investment income was $226K.
Ready to take the next step with SBE&S Clients' Consolidated Charitable Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,656,002 | $2,658,849 | $2,844,896 |
| Revenue | $263,717 | $75,569 | $100,365 |
| Expenses | $243,851 | $243,806 | $224,412 |
| Qualifying Distributions | $206,611 | $207,611 | $187,111 |
| Net Investment Income | $226,477 | $142,784 | $161,564 |
| Distributable Amount | $220,073 | $208,104 | $206,441 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
46 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Katharine Egan | President | — | — |
| Michael Egan | Secretary | — | — |
| Kathleen Chamberlin | Treasurer | — | — |
| Katharine Egan | Director | — | — |
| Michael Egan | Director | — | — |
| William Egan | Director | — | — |
| James Egan | Director | — | — |
| Maurice Montaldi | Director | — | — |
Related Funders
Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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