Sbmt Charitable Tr

Trunk James T Ttee

Palm Bch Gdns, FL
Tax-exempt since Dec. 1999
EIN: 65-6312009

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$144k (2024)

Expenses

$28.7k (2024)

Total Assets

$2.82M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$144,159

Expenses

$28,687

Net Income

$115,472

Net Assets

$2,821,162

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$49,017	34.0%
Dividends	$35,099	24.3%
Sales of Assets	$60,043	41.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,821,162
Total Liabilities	$0
Net Assets	$2,821,162

Compensation

Key Employees and Officers	Compensation	Other
Daniel J Trunk (Trustee Advisor)	$0	$0
Jessica S Raia (Trustee Advisor)	$0	$0
John B Benton (Trustee Advisor)	$0	$0

990-PF

Filed on May 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$119,938

Expenses

$129,661

Net Income

-$9,723

Net Assets

$2,705,690

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$35,884	29.9%
Dividends	$40,732	34.0%
Sales of Assets	$38,589	32.2%
Other Income	$4,733	3.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,000	77.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,705,690
Total Liabilities	$0
Net Assets	$2,705,690

Compensation

Key Employees and Officers	Compensation	Other
Daniel J Trunk (Trustee Advisor)	$0	$0
Jessica S Raia (Trustee Advisor)	$0	$0
John B Benton (Trustee Advisor)	$0	$0

990-PF

Filed on May 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$1,612,686

Expenses

$108,224

Net Income

$1,504,462

Net Assets

$2,715,413

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,556,394	96.5%
Interest Revenue	$19,445	1.2%
Dividends	$45,779	2.8%
Sales of Assets	-$11,620
Other Income	$2,688	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,000	83.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,715,413
Total Liabilities	$0
Net Assets	$2,715,413

Compensation

Key Employees and Officers	Compensation	Other
Daniel J Trunk (Trustee Advi)	$0	$0
Jessica S Raia (Trustee Advi)	$0	$0
John B Benton (Trustee Advi)	$0	$0

990-PF

Filed on May 16, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$56,520

Expenses

$86,800

Net Income

-$30,280

Net Assets

$1,210,951

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$22,567	39.9%
Sales of Assets	$33,678	59.6%
Other Income	$264	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,000	86.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,210,951
Total Liabilities	$0
Net Assets	$1,210,951

Compensation

Key Employees and Officers	Compensation	Other
Daniel J Trunk (Trustee Advi)	$0	$0
Jessica S Trunk (Trustee Advi)	$0	$0
John B Benton (Trustee Advi)	$0	$0

990-PF

Filed on June 3, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$210,000

Expenses

$82,942

Net Income

$127,058

Net Assets

$1,241,230

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$479	0.2%
Dividends	$11,070	5.3%
Sales of Assets	$198,386	94.5%
Other Income	$65	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,942	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,241,231
Total Liabilities	$1
Net Assets	$1,241,230

Compensation

Key Employees and Officers	Compensation	Other
James J Trunk (Trustee Advi)	$0	$0
Michelle T Raia (Truste Advis)	$0	$0
Daniel J Trunk (Trustee Advi)	$0	$0

990-PF

Filed on Oct. 20, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$48,807

Expenses

$80,807

Net Income

-$32,000

Net Assets

$1,114,173

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,195	4.5%
Dividends	$14,417	29.5%
Sales of Assets	$29,034	59.5%
Other Income	$3,161	6.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,807	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,114,173
Total Liabilities	$0
Net Assets	$1,114,173

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$75,127

Expenses

$99,245

Net Income

-$24,118

Net Assets

$1,158,255

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,241	57.6%
Sales of Assets	$31,546	42.0%
Other Income	$340	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,245	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,158,255
Total Liabilities	$0
Net Assets	$1,158,255

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$96,956

Expenses

$109,465

Net Income

-$12,509

Net Assets

$1,182,373

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$57,366	59.2%
Sales of Assets	$39,559	40.8%
Other Income	$31	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,000	82.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,182,373
Total Liabilities	$0
Net Assets	$1,182,373

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$106,419

Expenses

$76,508

Net Income

$29,911

Net Assets

$1,194,882

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,449	53.0%
Sales of Assets	$49,945	46.9%
Other Income	$25	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,000	91.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,194,882
Total Liabilities	$0
Net Assets	$1,194,882

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$85,860

Expenses

$111,333

Net Income

-$25,473

Net Assets

$1,164,971

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$38,501	44.8%
Sales of Assets	$47,345	55.1%
Other Income	$9	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,000	94.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,164,971
Total Liabilities	$0
Net Assets	$1,164,971

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$65,612

Expenses

$67,164

Net Income

-$1,552

Net Assets

$1,190,444

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,351	61.5%
Sales of Assets	$25,184	38.4%
Other Income	$77	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,000	89.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,190,444
Total Liabilities	$0
Net Assets	$1,190,444

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated January 26, 2026

Sbmt Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $144k (2024)

Expenses $28.7k (2024)

Total Assets $2.82M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$144k (2024)

Expenses

$28.7k (2024)

Total Assets

$2.82M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001