SBLI Legacy Foundation Inc

Private foundation · Grantmaker Woburn, MA EIN: 82-3095904

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

American Diabetes Association: $42KAmerican Diabetes Association$42KAmerican Heart Association: $31KAmerican Heart Association$31KBoston Childrens Hospital: $28KBoston Childrens Hospital$28KAmerican Red Cross: $25KAmerican Red Cross$25KDana Farber Cancer Institute: $19KDana Farber Cancer Institute$19KNational Alliance on Mental Illness: $16KNational Alliance on MentalIllness$16KYouth Villages: $15KYouth Villages$15KSt Jude: $15KSt Jude$15KAlzheimers Assoc: $10KAlzheimers Assoc$10KJuvenile Diabetes: $6KJuvenile Diabetes$6K

The largest 2025 recipient was American Diabetes Association ($42K). Together the top 10 received $206K.

Grant Size Distribution

76 grants across all recorded years

76<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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

10states

Share of 2025 grant dollars across all 13 itemized grants.

Cities

BostonMerrifieldDanversMemphisBooneBrooklineDallasNew YorkNewtonWalthamWellesley HillsWoburnNorwoodFalmouthNewtonvilleRoxbury CrossingArlingtonCantonChicagoConcord

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

$0$100K$200K$300K19 grants2020 16 grants2021 16 grants2022 16 grants2023 15 grants2024 13 grants2025

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

RecipientPurposeAmount
American Diabetes Association Merrifield, VAHealthy Lifestyle$42,255
American Heart Association Wellesley Hills, MAHealthy Lifestyle$30,683
Boston Childrens Hospital Boston, MAHealthy Lifestyle$27,980
American Red Cross Boone, IAHealthy Lifestyle$25,000
Dana Farber Cancer Institute Boston, MAHealthy Lifestyle$18,900
National Alliance on Mental Illness Concord, NHHealthy Lifestyle$15,600
Youth Villages Memphis, TNHealthy Lifestyle$15,000
St Jude Newtonville, MAHealthy Lifestyle$15,000
Alzheimers Assoc Newtonville, MAHealthy Lifestyle$10,000
Juvenile Diabetes New York, NYHealthy Lifestyle$6,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsDistributable Amount
2025$1,229,086—$214,692$214,41813$214,418$60,533
2024$1,443,779$500,790$200,743$200,46915$200,469$45,742
2023$1,143,732$750,000$198,554$198,50016$198,554$23,542
2022$592,286$297$202,572$202,50016$202,572$33,412
2021$794,561$501,280$192,171$192,00016$192,000$32,575
2020$485,452$650$250,078$249,25019—$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

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS August 21, 2026)
  2. IRS filings on file for fiscal years 2020–2024

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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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