Sbmt Charitable Trust
Sbmt Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM BEACH GARDENS, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. Net investment income was $129K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.8M
+4.3% YoY
Revenue
$144K
+20.2% YoY
Net Investment Income
$129K
+40.1% YoY
Expenses
$29K
-77.9% YoY
About Sbmt Charitable Trust
Based on IRS filings
Sbmt Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM BEACH GARDENS, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. Net investment income was $129K.
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 | $2,821,162 | $2,705,690 | $2,715,413 |
| Revenue | $144,159 | $119,938 | $1,612,686 |
| Expenses | $28,687 | $129,661 | $108,224 |
| Qualifying Distributions | — | $100,000 | $90,000 |
| Net Investment Income | $128,690 | $91,828 | $140,864 |
| Distributable Amount | $167,249 | $149,169 | $103,841 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
17 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 |
|---|---|---|---|
| DANIEL J TRUNK | TRUSTEE-ADVISOR | 1 | — |
| JESSICA S RAIA | TRUSTEE-ADVISOR | 1 | — |
| JOHN B BENTON | TRUSTEE-ADVISOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
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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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