SBLI Legacy Foundation Inc
SBLI Legacy Foundation Inc is a private foundation based in Woburn, Massachusetts. Its 2025 filing reports 13 grants totaling $214,418, with listed awards supporting organizations working in health, mental health, and other areas.
SBLI Legacy Foundation Inc at a glance
In short: SBLI Legacy Foundation Inc gave $214K across 13 grants in 2025 (avg $16K), mostly in Massachusetts. 38% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $214,418
- +7.0% vs 2024
- Grants made (2025)
- 13
- -13.3% vs 2024
- Average grant
- $16,494
- +23.4% vs 2024
- Median grant
- $15,000
- Total assets
- $1,229,086
- -14.9% vs 2024
- New grantees (estimate)
- 38% first-time grantees (5 of 13, 2025; small sample)
- Primary geography
- Massachusetts (52% 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 SBLI Legacy Foundation Inc
- How to Apply
-
The foundation’s filing says it does not restrict giving to preselected organizations. It instructs prospective applicants to request an email for donation; requests should be from a 501(c)(3) organization.
- Review Cycle
- No deadlines.
- Deadline
- No deadlines.
- Contact
Application contact: John E Brabazon
Mailing address: 1 Linscott Road, Woburn, MA 01801
Phone: (781) 994-5423
Email: charitablefoundation@sbli.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who SBLI Legacy Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was American Diabetes Association ($42K). Together the top 10 received $206K.
Grant Size Distribution
76 grants across all recorded years
The most common grant size was under $50K: 76 grants of 76 (100%).
Geographic Focus
Where this funder awards grants
The foundation’s 2025 grant dollars went primarily to recipients in Massachusetts (52%), followed by Virginia (20%), Iowa (12%), New Hampshire (7%), and Tennessee (7%).
Grant Distribution by State
Share of 2025 grant dollars across all 13 itemized grants.
States
Cities
Is SBLI Legacy Foundation Inc open to new grantees?
38%
first-time grantees, 2025
In 2025, 5 of 13 grantees (38%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $8K; repeat grants $22K. How we count
Medians: $6K first-time, $22K repeat.
- 54% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+6%). Method
- In 2025 it paid out 354% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). 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 2020 to 2025, annual grant giving ranged from $192K (2021) to $249K (2020). In 2025 it made 13 grants totaling $214K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Diabetes Association Merrifield, VA | Healthy Lifestyle | $42,255 |
| American Heart Association Wellesley Hills, MA | Healthy Lifestyle | $30,683 |
| Boston Childrens Hospital Boston, MA | Healthy Lifestyle | $27,980 |
| American Red Cross Boone, IA | Healthy Lifestyle | $25,000 |
| Dana Farber Cancer Institute Boston, MA | Healthy Lifestyle | $18,900 |
| National Alliance on Mental Illness Concord, NH | Healthy Lifestyle | $15,600 |
| Youth Villages Memphis, TN | Healthy Lifestyle | $15,000 |
| St Jude Newtonville, MA | Healthy Lifestyle | $15,000 |
| Alzheimers Assoc Newtonville, MA | Healthy Lifestyle | $10,000 |
| Juvenile Diabetes New York, NY | Healthy Lifestyle | $6,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2025 | $1,229,086 | — | $214,692 | $214,418 | 13 | $214,418 | $60,533 |
| 2024 | $1,443,779 | $500,790 | $200,743 | $200,469 | 15 | $200,469 | $45,742 |
| 2023 | $1,143,732 | $750,000 | $198,554 | $198,500 | 16 | $198,554 | $23,542 |
| 2022 | $592,286 | $297 | $202,572 | $202,500 | 16 | $202,572 | $33,412 |
| 2021 | $794,561 | $501,280 | $192,171 | $192,000 | 16 | $192,000 | $32,575 |
| 2020 | $485,452 | $650 | $250,078 | $249,250 | 19 | — | $29,954 |
Under IRS private-foundation payout rules, SBLI Legacy Foundation Inc reported a distributable amount of $61K 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 mission statement for the foundation is provided. Its 2025 grants include support for organizations addressing diabetes, heart health, cancer, mental health, and other needs. The American Diabetes Association describes its mission as preventing and curing diabetes and improving the lives of people affected by diabetes. Youth Villages says it helps children and families live successfully.
Grantmaking
In filing year 2025, the foundation gave $214,418 through 13 grants. Grants ranged from $2,500 to $42,255, with a median grant of $15,000. Notable awards included $42,255 to the American Diabetes Association, $30,683 to the American Heart Association, $27,980 to Boston Children’s Hospital, $25,000 to the American Red Cross, and $18,900 to Dana-Farber Cancer Institute. The filing lists “HEALTHY LIFESTYLE” as the purpose for these grants.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Jennifer H Muldoon as President and Director; James A Morgan as Chairman; Matthew C Regan and John E Brabazon as Directors; Bernice Young as Treasurer; and Voula Ioannidis as Corporate Clerk.
SBLI Legacy Foundation Inc is led by Jennifer H. Muldoon, President & Director since 2024 (on filings since 2020); none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jennifer H. Muldoon
President & Director
Director → President & Director, 2024
On filings since 2020
No compensation reported
James A. Morgan
Chairman
Chairman & Director → Chairman, 2021
On filings since 2020
No compensation reported
John E. Brabazon
Director
President & Director → President Director, 2021
President Director → Director, 2024
On filings since 2020
No compensation reported
Matthew C. Regan III
Director
On filings since 2020
No compensation reported
Bernice Young
Treasurer
On filings since 2024
No compensation reported
Voula Ioannidis
Corporate Clerk
On filings since 2024
No compensation reported
Former officers (2)
- Former: Jeffrey M. Donahue (2023) — Treasurer Director
- Former: Dexter H. Murray Jr. (2020–2022) — Treasurer Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about SBLI Legacy Foundation Inc
How much does SBLI Legacy Foundation Inc give each year?
SBLI Legacy Foundation Inc gave $214K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $200K across 15 grants.
What is SBLI Legacy Foundation Inc's typical grant size?
SBLI Legacy Foundation Inc's median grant in 2025 was $15,000, and its average grant was $16,494, across 13 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from SBLI Legacy Foundation Inc that year got $8K on average.
Where does SBLI Legacy Foundation Inc give grants?
SBLI Legacy Foundation Inc gives mostly in Massachusetts: 52% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Virginia (20%) and Iowa (12%). The most frequent recipient cities were Boston, MA (5 grants) and Newtonville, MA (2 grants).
Does SBLI Legacy Foundation Inc give general operating support?
Not in 2025: none of the 13 grants with a stated purpose on SBLI Legacy Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Healthy Lifestyle" (13 grants).
Who are SBLI Legacy Foundation Inc's largest grantees?
SBLI Legacy Foundation Inc's largest 2025 grantees include American Diabetes Association ($42,255), American Heart Association ($30,683) and Boston Childrens Hospital ($27,980), according to its 2025 IRS Form 990-PF. Together they received 47% of its itemized 2025 grant dollars.
How large is SBLI Legacy Foundation Inc?
SBLI Legacy Foundation Inc reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $214K in qualifying distributions that year, against a required minimum of $61K (roughly 5% of its investment assets).
What does SBLI Legacy Foundation Inc fund?
No mission statement for the foundation is provided. Its 2025 grants include support for organizations addressing diabetes, heart health, cancer, mental health, and other needs. See mission & focus areas ↑
How do I apply for a grant from SBLI Legacy Foundation Inc?
The foundation’s filing says it does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 21, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work SBLI Legacy Foundation Inc funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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Browse active grant opportunities in SBLI Legacy Foundation Inc's focus areas in our free grants database
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Cite this profile
Grantable. (2026). SBLI Legacy Foundation Inc funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/sbli-legacy-foundation-inc-morg_5a9babf245a744a19a5b477dbf7295a4
BibTeX
@misc{grantable_823095904_2026,
author = {{Grantable}},
title = {{SBLI Legacy Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/sbli-legacy-foundation-inc-morg_5a9babf245a744a19a5b477dbf7295a4},
note = {Accessed 2026-10-16. 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 SBLI Legacy Foundation Inc'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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