SBLI Legacy Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WOBURN, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 15 grants totaling $200K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.4M
+26.2% YoY
Annual Giving
$200K
+1.0% YoY
Grant Count
15
-6.3% YoY
Avg Grant Size
$13K
+7.7% YoY
Under IRS private-foundation payout rules, SBLI Legacy Foundation Inc reported a distributable amount of $46K for 2024 — the minimum it must pay out in qualifying distributions.
About SBLI Legacy Foundation Inc
Based on IRS filings
SBLI Legacy Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WOBURN, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 15 grants totaling $200K.
Focus Areas
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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 | $1,443,779 | $1,143,732 | $592,286 |
| Revenue | $500,790 | $750,000 | $297 |
| Expenses | $200,743 | $198,554 | $202,572 |
| Qualifying Distributions | $200,469 | $198,554 | $202,572 |
| Net Investment Income | — | — | — |
| Distributable Amount | $45,742 | $23,542 | $33,412 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
82 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include American Diabetes Association ($40,000), American Heart Association ($30,581), Boston Children's Hospital ($26,703).
| Recipient | Purpose | Amount |
|---|---|---|
| BOSTON CHILDREN'S HOSPITAL BOSTON, MA | HEALTHY LIFESTYLE | $26,703 |
| NAMI MASSACHUSETTS WOBURN, MA | HEALTHY LIFESTYLE | $10,330 |
| ALZHEIMERS ASSOCIATION WALTHAM, MA | HEALTHY LIFESTYLE | $10,220 |
| SHRINERS HOSPITAL FOR CHILDREN - BOSTON BOSTON, MA | HEALTHY LIFESTYLE | $3,350 |
| AMERICAN HEART ASSOCIATION DALLAS, TX | HEALTHY LIFESTYLE | $30,581 |
| AMERICAN DIABETES ASSOCIATION MERRIFIELD, VA | HEALTHY LIFESTYLE | $40,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL MEMPHIS, TN | HEALTHY LIFESTYLE | $15,800 |
| ROSIES PLACE BOSTON, MA | HEALTHY LIFESTYLE | $2,500 |
| PAN MASS CHALLENGE NEEDHAM HEIGHTS, MA | HEALTHY LIFESTYLE | $100 |
| YOUTH VILLAGES WOBURN, MA | HEALTHY LIFESTYLE | $2,485 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JENNIFER H MULDOON | President & Director | — | — |
| BERNICE YOUNG | Treasurer | — | — |
| JAMES A MORGAN | Chairman | — | — |
| MATTHEW C REGAN | Director | — | — |
| JOHN E BRABAZON | Director | — | — |
| VOULA IOANNIDIS | Corporate Clerk | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is SBLI Legacy Foundation Inc?
SBLI Legacy Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WOBURN, MA. It holds $1.4M in total assets as of 2024.
How large is SBLI Legacy Foundation Inc?
As of 2024, SBLI Legacy Foundation Inc holds $1.4M in total assets with $501K in annual revenue. It awarded 15 grants totaling $200K in 2024.
Where does SBLI Legacy Foundation Inc operate?
SBLI Legacy Foundation Inc has awarded grants in District of Columbia, Iowa, Illinois, Massachusetts, Maryland, New York, Tennessee, Texas, Virginia.
What size grants does SBLI Legacy Foundation Inc award?
In 2024, SBLI Legacy Foundation Inc awarded 15 grants totaling $200K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is SBLI Legacy Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, SBLI Legacy Foundation Inc reported a distributable amount of $46K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is SBLI Legacy Foundation Inc's EIN?
SBLI Legacy Foundation Inc's EIN (Employer Identification Number) is 82-3095904. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in SBLI Legacy Foundation Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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